Visalia City Council
October 2, 2023

Visalia City Council
707 W. Acequia
Visalia, CA 93291
Visalia City Council
City Council
Meeting Agenda - Final
Mayor Brian Poochigian
Vice Mayor Brett Taylor
Council Member Emmanuel Hernandez Soto
Council Member Steve Nelsen
Council Member Liz Wynn
Monday, October 2, 2023 7:00 PM City Council Chambers

ROLL CALL
CALL TO ORDER WORK SESSION - 4:30 PM (Unless otherwise noted)

PUBLIC COMMENTS
Citizens are now invited to comment on issues within the jurisdiction of the Visalia City Council. The Council asks that you keep your comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome.

Each speaker will be allowed three minutes and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

WORK SESSION AND ACTION ITEMS (as described)

1. NEW EMPLOYEE INTRODUCTIONS:

CONVENTION CENTER:

Adrian Reynosa, Convention Center Manager
Sidney Regalado, Sales Representative
PUBLIC WORKS:

Rolando Ojeda, Streets
Erik Barajas-Moreno, Solid Waste Operator
23-0032

2. Receive a presentation and update on the Civic Center Phase 2 Project (Public Safety Office Building (PS), Police Services Building (Evidence/Training/Crime Lab), and City Council Chambers).

Provide direction on additional outdoor amenities and alternatives as appropriate.
23-0362
ADJOURN TO CLOSED SESSION - 6:00 PM (Or, immediately following Work Session)
CALL TO ORDER REGULAR SESSION - 7:00 PM

1 City Council Meeting Agenda - Final October 2, 2023

PLEDGE OF ALLEGIANCE

INVOCATION

ITEMS OF INTEREST

SPECIAL PRESENTATION / RECOGNITION

PUBLIC COMMENTS
This is the time for citizens to comment on subject matters that are not on the agenda and within the jurisdiction of the Visalia City Council. The Council asks that you keep your comments brief and positive. Creative criticism, presented with appropriate courtesy, is welcome.

This is also the time for citizens to request an item from the Consent Calendar be pulled for discussion purposes. Public comments related to all pulled Consent Calendar items and Regular or Public Hearing items listed on the agenda will be heard at the time that item is discussed or when the Public Hearing is opened.

Each speaker will be allowed three minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

CONSENT CALENDAR
Consent Calendar items are considered routine and will be enacted in one motion. There will be no separate discussion of these matters unless a request is made and then the item will be removed from the Consent Calendar to be discussed and voted upon by a separate motion.

1. Authorization to read ordinance by title only. 23-0061

2. Authorize the City Manager to award the construction contract to A-C Electric Company of Bakersfield, CA for the Traffic Signal Interconnect Project along Ben Maddox Way and Tulare in the amount of $1,447,432 and appropriate $1,876,000 from the Measure R Local Fund (131). 23-0334

3. Requesting Authorization to Award RFB No. 22-23-60, Annual Contract for Shredding Services to Pacific Storage Co. (Pacific Shredding) in an amount not to exceed $17,000 per year. 23-0342

4. Authorize the award of a Contract for Veterinary Oversight Services at the Visalia Animal Care Center (VACC) to Dr. Jan Breech, DVM for 1 year plus four 1-year renewal options, not to exceed $24,000 per year for a maximum of 5 years totaling $120,000.
23-0348

2 City Council Meeting Agenda - Final October 2, 2023

5. Authorize the City Manager to enter into a not to exceed contract for $271,140 with Odell Engineering for professional consulting services for Phase VI of the Riverway Sports Park, encompassing enhancements north of the existing park area. These
enhancements include the community dog park and overflow parking lot.
23-0354

6. Second reading and adoption of Ordinance No. 2023-08 pertaining to Specific Plan No. 2021-06 and entering into a development agreement: A request to establish a new specific plan (Pratt Family Ranch Specific Plan) on 95.56 acres, including districts for low density residential, medium density residential, and parks and open space, and establishment of lots below minimum lot size. Full buildout of the plan will accommodate approximately 541 dwelling units and 8.3 acres of parks & open space, to be developed across Urban Development Boundary Tiers II and III. A development agreement has been prepared with the specific plan in accordance with General Plan Policy LU-P-22 to address development terms for the project, including development within the Urban Growth Boundary Tier III. The project site is located North of Riverway Drive on the west and east sides of North Mooney Boulevard. (APN: 078-010-025, 028, 029; 078-110-022, 023)
23-0359

7. Second reading and adoption of Ordinance 2023-09 approving Amendment #1 to the 2018 Lease Agreement with CourseCo, Inc. 23-0360

8. Authorize the City Manager to award a city-wide contract with W.W.

Grainger, Inc. by attaching to the Sourcewell contract no. 091422 to provide parts, equipment, and industrial supplies used for maintenance and repair operations city-wide with an annual not to exceed amount of $50,000, and a maximum of $250,000 over the life of the contract. This contract will have an initial 3-year term, which will expire Nov. 8, 2026, and may be extended for two additional 1-year terms, to align with the terms of the Sourcewell contract.
23-0364

9. Authorize City staff to submit comments in response to California Proposed Rule Making on Water Conservation Draft Regulations, Title 23 Article 21 - MAKING CONSERVATION A CALIFORNIA

WAY OF LIFE
23-0367

REGULAR ITEMS AND PUBLIC HEARINGS
Comments related to regular Items and Public Hearing Items are limited to three minutes per speaker, for a maximum of 30 minutes per item. The Mayor may reasonably limit or extend the public comment period to preserve the Council's interest in conducting efficient, orderly meetings.

3 City Council Meeting Agenda - Final October 2, 2023

1. First reading of Ordinance 2023-05 of proposed revisions and amendments of Visalia Municipal Code Chapter 8.28, Solid Waste Collection and Disposal. Revisions and amendments incorporate Senate Bill (SB) 1383 regulations related to state recycling requirements.
23-0268

4 City Council Meeting Agenda - Final October 2, 2023

2. Public hearing and consideration of the following actions:

1. Certification of a Final Environmental Impact Report (EIR) (State Clearinghouse Number 2021050418): A request to
certify the Environmental Impact Report for the Carleton Acres Specific Plan project, of which the components include but are not limited to the adoption and buildout of a specific plan, development agreement, general plan amendment, tentative subdivision map, and tentative parcel map. The EIR has
determined that all project impacts were either less than significant or could be mitigated to a less than significant level with the exception of the following impacts that are considered significant and unavoidable: Aesthetics (project and cumulative level); Agriculture & Forestry Resources (project and cumulative level); Air Quality (project and cumulative level); Hydrology & Water Quality (cumulative level only); Transportation (project and cumulative level); and Utilities & Service Systems (cumulative level only). The EIR follows a Notice of Availability period wherein the Draft EIR was duly noticed and conducted for the Project from May 4 to June 19, 2023. The City of Visalia is the lead agency for the preparation of the EIR in accordance with the California Environmental Quality Act (CEQA) (Resolution No. 2023-48, required).

2. Initiation of Proceedings for Annexation No. 2021-05: A request to annex approximately 468.3 acres and adjacent right-of-way, located within the City of Visalia Urban
Development Boundary Tiers II and III, into the Visalia city limits.

The annexation request includes authorizing the detachment from County Service Area No. 1 in accordance with State and County requirements and authorizing the City Manager to sign and enter into a Pre-Annexation Agreement (Resolution No. 2023-79, required). (APN: 077-100-108 only)

3. Introduction and First Reading of an Ordinance for adoption of Specific Plan No. 2021-13 and entering into of a
Development Agreement: A request to establish a new specific plan (Carleton Acres Specific Plan) consisting of approximately 507 acres, including districts for low, medium, and high density residential, commercial mixed use, neighborhood commercial, parks / open space, and public institutional. Full buildout of the plan will accommodate for approximately 3,262 dwelling units, approximately 205,000 square feet of leasable commercial area, 17 acres of parks / trails / recreational facilities, 17 acres for a drainage basin, and a future elementary school site, to be developed across Urban Development Boundary Tiers I, II, and III. A development agreement has been prepared with the specific plan in accordance with General Plan Policy LU-P-22 to 23-0358

5 City Council Meeting Agenda - Final October 2, 2023
address development terms for the project, including
development within the Urban Growth Boundary Tier III
(Ordinance No. 2023-10, required).

4. General Plan Amendment No. 2021-14: A request to amend the location and acreage of General Plan land use designations within 507 acres, resulting in the redistribution of Residential Low, Medium, and High Density, Parks / Recreation, Commercial Neighborhood, and Public Institutional designations, and the establishment of a Commercial Mixed Use designation
(Resolution No. 2023-50, required).

Project Applicant: West Star Construction Inc.

Project Location: The proposed Project is located on approximately 507 acres, generally bound by West Riggin Avenue to the south, North Akers Street to the east, North Shirk Road to the west and Avenue 320 (West Kibler Avenue) to the north (APN
077-100-108 and 077-100-105.)

CLOSED SESSION REPORT

ADJOURNMENT

UPCOMING CITY COUNCIL MEETINGS

1. UPCOMING CITY COUNCIL MEETINGS
Monday, October 16, 2023 @ 7:00 p.m. at 707 W. Acequia
Monday, November 06, 2023 @ 7:00 p.m. at 707 W. Acequia If you have a disability and require a reasonable accommodation to fully participate in the meeting, please contact Michelle Nicholson, on or before Monday, October 2, 2023 to discuss your accessibility needs: 559-713-4512 or [email protected]
<mailto:[email protected]>.
23-0343

6 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0032 Agenda Date: 10/2/2023 Agenda #: 1.

Agenda Item Wording:

NEW EMPLOYEE INTRODUCTIONS:

CONVENTION CENTER:

Adrian Reynosa, Convention Center Manager
Sidney Regalado, Sales Representative
PUBLIC WORKS:

Rolando Ojeda, Streets
Erik Barajas-Moreno, Solid Waste Operator
Visalia City Council Page 1 of 1 Printed on 10/2/2023
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0362 Agenda Date: 10/2/2023 Agenda #: 2.

Agenda Item Wording:

Receive a presentation and update on the Civic Center Phase 2 Project (Public Safety Office Building (PS), Police Services Building (Evidence/Training/Crime Lab), and City Council Chambers). Provide direction on additional outdoor amenities and alternatives as appropriate.

Deadline for Action: None
Submitting Department: Administration - CIP Engineering Contact Name and Phone Number:

Jaklin Rowley, Assistant Engineer, [email protected], (559)-713-4369 Mike Porter, Civil Engineer, [email protected], (559)-713-4412 Bob Petithomme, Darden Architect, [email protected], (559)-448-8051 Frank Senteno, City Engineer, [email protected], (559)-713-4331 Nick Mascia, Assistant City Manager, [email protected], (559) 713-4323 Department Recommendation:

Staff recommends Council receive a presentation and update on the Civic Center Phase 2 Project and provide direction on the final outdoor amenities and alternatives.

Summary:

The City Council previously provided direction on the building locations, site plan, floor plans and architectural style. Following that meeting, City Staff and the Architects began to develop the “Mission Inspired” architectural style, further refine the building elevations and site plan, and began to develop the landscaping, outdoor amenities, and space programming specific to Civic Center Phase II.

Staff is returning to the City Council to select outdoor amenity options from the alternatives described in the presentation. The various options could add up to an approximately $1.36M to the overall project budget.

Background:

Over the past several months staff has met with the City Council project committee to discuss and develop outdoor amenities and landscaping options. At the June 19th, 2023 work session, City Council received a presentation and directed staff to further clarify some of the landscape options and associated costs. The Presentation (attached) presents the additional alternatives for you to select from along with the associated costs.

The project construction documents, including mechanical, electrical, plumbing, civil and landscaping plans are already under development and did not have to be placed “on hold” while the landscape options and costs were established and presented. The remaining landscape options identified herein are being presented for consideration and inclusion into the project. Staff is requesting City Visalia City Council Page 1 of 3 Printed on 9/29/2023
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File #: 23-0362 Agenda Date: 10/2/2023 Agenda #: 2.
herein are being presented for consideration and inclusion into the project. Staff is requesting City Council to approve alternatives wishing to be included. These alternatives will not have any impact on the overall project schedule.

Prior City Council Direction:

From the initial preliminary layout and design to the current configuration, the City Council project committee and the City Council has heard, discussed and directed Staff and the Architect on project aspects that expanded the footprint of the current phase of the east downtown civic center project.

Originally, the Phase II project was proposed to be located on the southern half of the parcel bound by Goshen to the north and School to the south as shown in Exhibit A. This would leave the Phase III project (City Hall) to be constructed south of School. Because Phase III impacted the site negatively, City Council directed staff to expand the footprint of Phase II to the current building configuration with Evidence, Public Safety, future City Hall, the VECC and the Civic Pavilion north of School while the Council Chambers and parking south. This expansion increases the overall construction cost and directly increases the Architects fee also.

The architectural contract amendment for approximately $900,000 has been placed on hold as the additional scope and amenities discussed herein are identified and agreed upon by City Council.

Once those additional aspects of Phase II have been identified, staff will return to City Council at the October 16th City Council meeting asking for action to approve the architectural contract amendment for both the prior $900,000 and the additional options as added by City Council today.

Fiscal Impact:

The total estimated cost for Phase 2 of the Civic Center is $108.23M. The estimated cost includes design fees, project management, site work, extension of utilities, building construction, permits, fees and inspections. Additional costs associated with the alternatives shown in the presentation could add approximately an additional $1.36M to the overall project budget, based on Council direction this evening.

Based on the direction provided by Council at the October 2, 2023 Council meeting, staff will return with a budget update, design contract amendment, and additional funding appropriation request if and/or as needed at the October 16, 2023 Council meeting.

Prior Council Action:

June 19, 2023 - Council received a presentation on the civic Center landscape options and directed staff to return with clarifications and alternatives.

May 1, 2023 - Council received an update and presentation on Phase 2 of the Civic Center and approved staff moving forward with completion of the schematic design phase of the project.

February 6, 2023 - Council received an update and presentation on Phase 2 of the Civic Center December 19, 2022 - Council received an update and presentation on the site plan and possible architectural styles for the Civic Center buildings and approved the “Mission Inspired” style.

November 21, 2022 - Council received an update and presentation on the site plan and provided direction on the building orientation.

October 17, 2022 - Council accepted the presentation and approve the recommended site plan Visalia City Council Page 2 of 3 Printed on 9/29/2023 powered by Legistar™ 9
File #: 23-0362 Agenda Date: 10/2/2023 Agenda #: 2.

October 17, 2022 - Council accepted the presentation and approve the recommended site plan layout. City Council further considered and provided input on architectural styles via a visual exercise.

April 4, 2022 - Council Received an update on the Public Safety Office Building and City Council Chambers Project and approved a Consultant Contract Amendment requested by Darden Architects
June 7, 2021 - Council approved a motion for Mayor Steve Nelson to appoint two members of the Council to the Planning & Preliminary Project Assessment Committee.

March 15, 2021 - Council authorized the City Manager to enter into an A/E contract with Darden Architects to design the Public Safety Office Building/City Council Chambers.

November 4, 2019 - Council approved using the design-bid-build method of procurement for the PSOB Project.

August 19, 2019 - Council authorized appropriation of funds to issue an RFP for A/E Consulting Services for the new PSOB Project.

August 5, 2019 - Council received an update on the PSF project planning. Council directed staff to return with recommendation for appropriation of funds and creation of a new CIP for the planning and design of the new Public Safety Facility.

March 4, 2019 - Staff was directed to begin the planning phase of the new Public Safety Facility, and to return with an update on building size, staffing and Project funding.

Recommended Motion (and Alternative Motions if expected):

I move to accept the presentation and approve the outdoor amenities alternatives recommended for Phase 2.

Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments: Exhibit A and Presentation
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Exhibit A – Original Proposed “Civic center” Site Plan
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33 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0061 Agenda Date: 10/2/2023 Agenda #: 1.

Agenda Item Wording:

Authorization to read ordinance by title only.

Visalia City Council Page 1 of 1 Printed on 9/27/2023
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0334 Agenda Date: 10/2/2023 Agenda #: 2.

Agenda Item Wording:

Authorize the City Manager to award the construction contract to A-C Electric Company of Bakersfield, CA for the Traffic Signal Interconnect Project along Ben Maddox Way and Tulare in the amount of $1,447,432 and appropriate $1,876,000 from the Measure R Local Fund (131).

Deadline for Action: None
Submitting Department: Administration - CIP Engineering Contact Name and Phone Number:

Vikram Manke, Assistant Engineer, [email protected], (559) 713-4491 Dolores Verduzco, Financial Analyst, [email protected], (559) 713-4540 Frank Senteno, City Engineer, [email protected], (559) 713-4331 Nick Mascia, Assistant City Manager, [email protected], (559) 713-4323 Department Recommendation:

Staff recommends that City Council authorize the City Manager to award the construction contract to A-C Electric Company of Bakersfield, CA for the Traffic Signal Interconnect Project along Ben Maddox Way and Tulare in the amount of $1,447,432 and appropriate $1,876,000 from the Measure R Local Fund (131).

Summary:

This project is to provide traffic signal interconnect communication to existing traffic signals along sections of Ben Maddox Way, Tulare Ave, Noble Ave, and Lovers Lane. A new fiber optic communication cable shall be installed, along with associated equipment, to establish communication with the Traffic Management Center (TMC). In addition, the new fiber cable will also expand the City’s Information Services communication network to the new Fire Station #56.

Background Discussion:

The City continues to expand its Intelligent Transportation System (ITS) network by establishing new connections to signalized intersections. Under that broad goal, this project will install new fiber optic cable between VECC and existing signalized intersections along the following street sections:
- Ben Maddox Way from Goshen Avenue to Tulare Avenue
- Tulare Avenue from Ben Maddox Way to Lovers Lane
- Noble Ave from Ben Maddox Way to Walmart driveway
Within each signalized intersection, new communication equipment will be installed and connected to the existing infrastructure. New equipment to be installed includes CCTVs, signal controllers, ethernet switches, fiber terminations panels, and other ancillary equipment that will enable communication with the TMC located in the Visalia Emergency Communication Center (VECC). The traffic signal interconnection communication will expand the City’s ITS network to connect seven additional signalized intersections. Five of these traffic signals will be along Ben Maddox Way from Goshen Avenue to Tulare Avenue which average about 21,000 vehicles per day. The connectivity between the seven traffic signals along this corridor and the TMC will allow Visalia City Council Page 1 of 3 Printed on 9/29/2023
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File #: 23-0334 Agenda Date: 10/2/2023 Agenda #: 2.
vehicles per day. The connectivity between the seven traffic signals along this corridor and the TMC will allow for the modification of these traffic signals remotely from the TMC, allowing for better flow of traffic.

Additionally, a new fiber optic cable shall also be installed between VECC and the new Fire Station #56 on Lovers Lane, which is currently under development, to provide communication network capabilities and emergency-vehicle traffic control.

Bidding Process:

Staff advertised RFB 22-23-64 for the Traffic Signal Interconnect Project from August 9, 2023 to September 7, 2023. Two companies responded with the following bids:

Contractor Location Bid Amount
A-C Electric Company Bakersfield, CA $1,447,432.00
Power Design Electric Kingsburg, CA $1,697,715.79
City staff reviewed all the bids submitted and found each bidder submitted the required information. A-C Electric Company’s bid proposal was determined to be the lowest responsive bid. As part of the review process, the references provided by A-C Electric Company have been verified. The response from each reference was favorable and demonstrated that A-C Electric Company can perform the work for this project.

Fiscal Impact:

The Traffic Signal Interconnect Project (CP0460) is funded by Measure R Local Fund and the budget summary is shown below:

Project Funding: Measure R Local Fund (131) $150,000
Total Project Funding: $150,000
Project Cost: Design Consultant Contract $109,630
Design Staff Time $20,000
Construction Contract $1,447,432
Contingency (Approx. 15% of construction cost) $216,938 City Surveying (Estimated) Utility Relocations (Estimated) $22,000 $73,000 City Construction Management & Inspection (Estimated)
Geo-Technical (Estimated)
$101,000 $36,000
Total Project Cost (Estimated): $2,026,000
Summary: Project Funding: $150,000
Project Cost: ($2,026,000)
Funding Need: ($1,876,000)
A total of $1,876,000 is needed to fund the construction phase of the project. Staff recommends allocating funds from Measure R Local Fund. The Fire Station project will reimburse Measure R Local Fund.

Any remaining funds, upon completion of the construction, will be returned to the appropriate fund from which they were allocated.

Alternatives: Not award the construction contract and re-advertise the project.

Visalia City Council Page 2 of 3 Printed on 9/29/2023
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File #: 23-0334 Agenda Date: 10/2/2023 Agenda #: 2.

Prior Council Action:

November 16, 2020
City Council authorized the City Manager to award the professional design services contract to Kimley-Horn and Associates, Inc. for the design of the Traffic Signal Interconnect Project in the amount of $136,615.00 and appropriated $150,000 from Measure R Local Fund (131) for the design phase.

Recommended Motion (and Alternative Motions if expected):

Authorize the City Manager to award the construction contract to A-C Electric Company of Visalia, CA for the Traffic Signal Interconnect Project along Ben Maddox Way and Tulare in the amount of $1,447,432 and appropriate $1,876,000 from the Measure R Local Fund (131) for the construction phase.

Environmental Assessment Status:

CEQA Review Completed - Categorical Exemption, Section 15301.

Attachments:

Project Location Map
Bid Results
Owner Disclosure Statement
Visalia City Council Page 3 of 3 Printed on 9/29/2023
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G
èéë G
ë
Ben Maddox
at Tulare Ave.

TULARE IRRI. DIST.

JENNINGS

PACKWOOD

MILL CREEK
EVANS
S Bridge St
S West St
E Walnut Ave
S Court St
S Manzanita St
S
Hil cl rest Dr
E Vista Dr
S Edison St
Tulare Ave
W Vassar Ave
S Pinkham St
W Tulare Ave
W M E Mineral King Ave
ineral King Ave
W Main St
S Santa Fe St
N A
N Ben Maddox Way
S Stover St
Burke St
N Lovers Lane
N Court St
E Cypress Ave
S Watson St
N Bridge St
NE 2nd Ave
Grape St
EBirc Ave
n
D
NW 2nd Ave
S Pinnac el St
NW 1st Ave
NE 1st Ave
S Encina St
S Regina St
E Acequia Ave
E Belmont Ave
Ave
S
Mc Auliff St
S
Cedar St
S Tracy St
S Ben Maddox
Way
S Lovers Lane
E Willow Ave
N
Mc Auliff St
N
Citrus St
S Goddard St
E Parrish Ct
S Locust St
N Encina St
N Garden St
S
Sol St
N Sol St
E Harvard Ct
W Paradise Ave
S Liberty St
E Douglas Ave
W Walnut Ave
E Feemster Ave
S Huntington St
N Locust St
P r i vate S t
St
E Vassar Ave
S Garden St
N Comstock St
S Simon St
S
Enos St
E Sycamore Ave
S Vista St
W Race Ave
S
Exeter Ct
S
Rio Vista St
E Paradise Ave
W Goshen Ave
S Cain St
W Acequia Ave
W School Ave
W Willow Ave
W Oak Ave
W Center Ave
E Cambridge Ave
E Princeton Ct
Noble Ave
N
Palm
St
N Willis St
S Grand St
S Belmont St
W Kaweah Ave N Floral St
S Rio Linda St
E Howard Ave
E Duran Dr
E Hillcrest Ave
E Harvard Ave
E Hillcrest Dr
N
Vista St
S Irma St
N Manzanita St
S
Arroyo St
NE 3rd Ave
E Stapp Ct
Granite St
Pearl St
N Simon
St
N West St
N Tipton St
E Oak Ave
N Vista Dr
S Cotta St
W Pershing Ave
E Stapp Dr
E Main St
S Tipton Ct
Hwy 198
N Church St
E Center Ave
E School Ave
E Race Ave
E Sequoia Ave E Laurel Ave
S Willis St
S Floral St W Olive Ave
W Myrtle Ave
W Cypress Ave
W Laurel Ave
N Cain St
S Burke St
E Kaweah Ave
S Johnson St
E Cathie Ct
N
Amador St
E Vassar Ct
E Sue Ave
E Rose Ave E Rose Ct
N Velie Ct
E Villoy Ave
S Belmont Dr
S Sol Ct
S Tracy Ct
E Mill Creek Pkwy
S Cedar Ct
S Oakhurst Ct
S Maple Ct
E Center Ct
E Iris Ct
N Citrus Ct
E Myrtle Ct
EHoward Ct
S Thomas
St
E Kaweah Ct
NCrumal St
S Clark St
S Spruce St
S Bradley St
E Laurel Ct
S Pinnacle Ct
E Iris Ave
S Tipton St
N
Sumter St
S Elverta St
E Acequia Ct
S Laguna St
E Myrtle Ave
W Iris Ave
W Howard Ave
W Feemster Ave
N Valley Oaks Dr
E Princeton A ve
S Crumal St
E Vista Ave
E Valley Oaks Dr
Rd 146
S Bardo St
E Goshen Ave
0 500
.
1,000 2,000 Feet
38 RFB No.: 22-23-64
Project Name: Traffic Signal Interconnect Along Ben Maddox Way and Tulare Avenue Project No.: 2410-72000/CP0460-999
Item No. Description Quantity Units
Unit Cost Total Unit Cost Total
1 Furnish and Install 3” Schedule 80 Conduit 9,475 LF $61.00  $577,975.00  $70.05 $663,723.75 2 Furnish and Install 144-Strand SMFO Cable 7,700 LF $4.90  $37,730.00  $10.12 $77,924.00 3 Furnish and Install 48-Strand SMFO Cable 18,800 LF $2.25  $42,300.00  $7.80 $146,640.00 4 Furnish and Install 12-Strand SMFO Branch Cable 3,500 LF $1.90  $6,650.00  $9.11 $31,885.00 5 Furnish and Install Tracer Wire 12,100 LF $1.10  $13,310.00  $1.27 $15,367.00 6 Furnish and Install No. 6E Pull Box 8 EA $4,575.00  $36,600.00  $1,417.50 $11,340.00 7 Replace Existing Pull Box with No. 6E Pull Box 8 EA $5,250.00  $42,000.00  $1,775.00 $14,200.00 8 Furnish and Install Fiber Optic Vault with grounding rod 14 EA $5,725.00  $80,150.00  $5,403.00 $75,642.00 9 Replace Existing Pull Box with Fiber Optic Vault with grounding rod 1 EA $7,100.00  $7,100.00  $6,436.00 $6,436.00 10 Furnish and Install Extension Cabinet 2 EA $4,075.00  $8,150.00  $5,515.00 $11,030.00 11 Furnish and Install Ethernet Switch 7 EA $1,950.00  $13,650.00  $2,824.72 $19,773.04 12 Furnish and Install Fiber Termination Panel 7 EA $510.00  $3,570.00  $2,434.00 $17,038.00 13 Furnish and Install 19” Rack-Mounted Shelf 7 EA $580.00  $4,060.00  $354.00 $2,478.00 14 2070LX Controller 7 EA $7,750.00  $54,250.00  $138.00 $966.00 15 Furnish and Install Fiber Patch Cords 1 LS  $455.00  $455.00  $2,194.00 $2,194.00 16 Furnish and Install Splice Closure 7 EA  $1,300.00  $9,100.00  $6,286.00 $44,002.00 17 Remove Existing Signal Interconnect Cable 2100 LS  $0.75  $1,575.00  $2.10 $4,410.00 18 Fiber Splicing 304 EA $83.00  $25,232.00  $96.00 $29,184.00 19 Fiber Testing 1 LS $24,700.00  $24,700.00  $59,700.00 $59,700.00 20 Pothole Existing Utilities 1 LS $205,600.00  $205,600.00  $139,636.00 $139,636.00 21 Furnish and Install Traffic Monitoring Camera (CCTV) 7 EA $7,325.00  $51,275.00  $9,076.00 $63,532.00 22 Mobilization & Demobilization 1 LS $70,000.00  $70,000.00  $59,500.00 $59,500.00 23 Traffic Control 1 LS $125,000.00  $125,000.00  $124,150.00 $124,150.00 24 Miscellaneous Concrete 1 LS $5,000.00  $5,000.00  $51,965.00 $51,965.00 25 Repair of Existing Rigid Conduit 100 LF  $20.00  $2,000.00  $250.00 $25,000.00 A-C Electric Company Power Design Electric
Lump Sum Total: $1,447,432.00 $1,697,715.79
39 CITY OF VISALIA
Ownership Disclosure for Contractors and
Consultants
To Accompany Bid Form
NAMES OF PRINCIPALS, PARTNERS, AND/OR TRUSTEES:

Firm Name: A-C Electric Company
Fi1m Address: PO Box 81977, Bakersfield, CA 93380-1977
List the names of all principals, partners, and/or trustees. For corporations provide names of officers, directors and all stockholders owning more than l 0% equity interest in corporation:

Daren T. Alexander, Trustee of the Daren Thomas Alexander Fami ly Trust Daren Thomas Alexander and Kolleen Patricia Alexander Jwstees of the Daren and Kolleen Alexander Family Trust See attached Corporate Resolution
Submitted by: Name ..>o,,£~~'-:,"--==---=--'-"<--------,/i------D_ a_re_n_ T_. _A_le_x_a_n_d_e_r....:.., _P_r_e_s_id_e_n_t Date:-------------''------------------
RFB 22-23-64
Traffic Signal Interconnect Along Ben Maddox Way and Tulare Avenue JO 40 -A-e ckcbuc e~ _ CALIFORNIAC-,oLICENSE99849

FOUNDED
19<5
ENGi NEERI NG-CONSTRUCTION-TECHNOLOGY-SERVICE

CORPORA TE RESOLUTION

HEADQUARTERS
Box 81977
2921 Hangar Way (93308)
Bakersfield, CA 93380-1977
Phone 661/410-0000
Fax 661/410-0400
www.a-celectric.com
RESOLVED, that THOMAS J. ALEXANDER, Chairman of the Board and Executive Vice President; DAREN T. ALEXANDER, President, Treasurer and General Manager; KENNETH M. BYRUM, Secretary of the Corporation; JAMES M. MCGURK, Vice President, ISAAC OBEL-JORGENSEN, Vice President, and JULIE IRVIN, Chief Financial officer are authorized on behalf of the Corporation to execute contract and bond documents.

I, KENNETH M. BYRUM, Secretary of A-C Electric Company, hereby certify that the foregoing is a true copy of the resolution duly and legally adopted by the Board of Directors of said Corporation, at a legal meeting of said Board duly and regularly held on October 28, 2022 and that said resolution has not been revoked.

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal of said Corporation this 28th day of October 28, 2022. ~'-/4~
KENNETH M. BYRUM r,
Secretary
ONTARIO • BAKERSFIELD • VISALIA • FRESNO 41
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0342 Agenda Date: 10/2/2023 Agenda #: 3.

Requesting Authorization to Award RFB No. 22-23-60, Annual Contract for Shredding Services to Pacific Storage Co. (Pacific Shredding) in an amount not to exceed $17,000 per year.

Deadline for Action: 10/2/2023
Submitting Department: Finance and Technology Services
Contact Name and Phone Number: Elizabeth Forrester- Management Analyst x4476 Renee NagelFinance & Technology Director x4375 Department Recommendation: Award RFB No. 22-23-60, Annual Contract for Shredding Services to Pacific Storage Co. (Pacific Shredding) in an amount not to exceed $17,000 per year. Initial term will be 12 months, with options to renew for four additional one-year terms.

Awarded contractor may request subsequent price adjustments on contract renewals as outlined in the contract. Price adjustments will be governed by the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index for All Urban Consumers (CPI-U) U.S. City Average, All Items. In no instance shall the price increase exceed 5%.

Background Discussion:

Various Departments within the City require on-site shredding services and have utilized these types of services for many years. The current contract has expired and therefore, a Request for Bids was issued per purchasing policy.

This bid was advertised in the Visalia Times Delta on 7/27/23 and 8/2/23; notifications were mailed to 21 shredding companies; advertised on Purchasing’s webpage and broadcast to additional matching vendors via Bidnetdirect.com
A non-mantadory pre-bid meeting was held and two Vendors attended: Pena’s Disposal and Metro Record. It was emphasized that the awarded Vendor must be NAID Certified for secure data destruction and records management. Awarded Vendor must also have capability to cross-cut shred documents as well as destroy media including hard drives, flash media, optical, audio, VHS, cell phones and CD’s and provide City with certification of shredding.

On 8/23/23 the City received two bids as follows:

Bidding Agency Location Total Annual Cost
Pacific Storage Co./Pacific Shredding Fresno, CA $15,705.20 Pena’s Disposal Cutler, CA $26,765.34
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File #: 23-0342 Agenda Date: 10/2/2023 Agenda #: 3.

Pacific Storage Co. was the lowest bidder and meets the criteria listed in City’s bid, including the required certifications. They are also the City’s current shredding services vendor and have provided excellent service.

The low bid is a total annual cost of $15,705.20, however the City may require occasional special pick-ups, therefore staff is requesting to enter into a contract for an amount not to exceed $17,000 per year.

Fiscal Impact:
$17,000 annually
Prior Council Action: none
Other: N/A
Alternatives: N/A
Recommended Motion (and Alternative Motions if expected):

I move to award the annual contract for shredding services to Pacific Storage Co. in an amount not to exceed $17,000 annually.

Environmental Assessment Status: n/a
CEQA Review: n/a
Attachments: 1. RFB 22-23-60, 2. Copy of Low Bid, 3. Sample Contract Visalia City Council Page 2 of 2 Printed on 9/29/2023
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74 SAMPLE ANNUAL CONTRACT FOR SHREDDING SERVICES
(City of Visalia Bid No. 22-23-60)
This Agreement, entered into and effective this ________ day of October, 2023, [“Effective Date”], by and between the City of Visalia, hereinafter referred to as the “CITY”, and PACIFIC STORAGE, CO. (PACIFIC SHREDDING) hereinafter referred to as the “CONTRACTOR”, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S
WHEREAS, CONTRACTOR is a document shredding company with a primary business address of 3439 Brookside #206, Stockton, CA 95219 and SSN or EIN: 94-0745450; and WHEREAS, CITY is a municipal corporation and Charter Law City; and WHEREAS, CITY desires to enter into an annual contract for Shredding Services which was let to bid on July 27, 2023 as evidenced by Bid No. 22-23-60 (the “Project”); and WHEREAS, City of Visalia reviewed and evaluated responses to the Bid and determined to award a contract to CONTRACTOR for the Annual Project; and WHEREAS, CONTRACTOR represents it is licensed, qualified and willing to complete the Project pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONTRACTOR agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR , be extended annually thereafter for four (4) consecutive one-year periods.

If the CONTRACTOR decides not to consent to renewal by the CITY, then CONTRACTOR must provide the CITY with written notice of non-renewal at least thirty (30) days prior to the annual renewal date.

Additionally, this Agreement may be terminated for convenience by the CITY, in whole or in part, by giving the CONTRACTOR fifteen (15) days’ written notice of the intent to terminate whenever the City determines that termination is in the best interest of the City. In the event of termination or expiration of this Agreement, CONTRACTOR shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds. Contractor shall be entitled only to payment for work performed to date, less any costs paid by the City to bring areas contractor was terminated from back up to standards deemed acceptable by the Project Manager.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:
75 ATTACHMENT NO. DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia Bid 22-23-60, Annual Contract for Shredding Services Attachment 4 CONTRACTOR’s bid in response to Bid No. 22-23-60

3. CONTRACTOR SCOPE OF SERVICES and COMMITMENTS*:

CONTRACTOR shall provide the following services for the stated compensation on or before the stated completion dates (“Scope of Services”):

All work described in Scope of Services in Bid No. 22-23-60.

4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Contractor as work is completed and invoiced As requested by Contractor

5. COMPENSATION:

CITY shall pay CONTRACTOR compensation for services as indicated in Paragraph 4 above; however, CITY shall pay not more than the following amount as total compensation under this Agreement, unless otherwise agreed in writing. Such sum shall be expended and paid by CITY on a reimbursement basis for services actually performed based on invoices, receipts, time sheets and similar documents presented by CONTRACTOR to CITY.

6. CONTRACT PRICE ADJUSTMENTS:

All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies and materials.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary. The request for price adjustment must be submitted to the project manager in writing a minimum of thirty (30) but no sooner than ninety (90) calendar days prior to the annual anniversary date of the agreement. Requests filed after this time-period will not be considered.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for All Urban Total Compensation: $ Not to Exceed $17,000 annually at Bidder’s Stated Prices Source of Funds: Local Revenues
Payment Schedule: Within 30 days from date of invoice for completed work 76 Consumers (CPI-U) U.S. City Average, All Items. The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve-month period. In no instance shall the price increase exceed 5%. The contract unit price changes as a result of this formula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONTRACTOR
Dated: ___________________ By:______________________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONTRACTOR in the capacity I have stated, and that such execution is sufficient to bind the CONTRACTOR.

CITY OF VISALIA
Dated: ____________________ By:______________________________________________________ City Manager
Dated: ____________________ By:______________________________________________________ City Attorney
Dated: ____________________ By:______________________________________________________ City of Visalia Risk Manager
Dated: ____________________ By:______________________________________________________ City of Visalia Project Manager
77 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0348 Agenda Date: 10/2/2023 Agenda #: 4.

Agenda Item Wording:

Authorize the award of a Contract for Veterinary Oversight Services at the Visalia Animal Care Center (VACC) to Dr. Jan Breech, DVM for 1 year plus four 1-year renewal options, not to exceed $24,000 per year for a maximum of 5 years totaling $120,000.

Deadline for Action: 9/18/2023
Submitting Department: Community Services
Contact Name and Phone Number:

Candace Harrington 559-713-4682 [email protected] Department Recommendation:

That Council approve the award of a contract for Veterinary Oversight Services to Dr. Jan Breech, DVM for 1 year plus four 1-year renewal options, not to exceed $24,000 per year for a maximum of 5 years totaling $120,000.

Background Discussion:

In May 2023, Animal Services released RFP 22-23-49 seeking a new contract for Veterinary Services at the Visalia Animal Care Center (VACC). The RFP was advertised broadly to local veterinarians and agencies that might be interested and capable of providing this service. Services for this position include but are not limited to, creating and training staff on the wellness program for shelter animals, provide health consultation services, training and certification for staff on humane euthanasia, and surgical sterilization of animals twice a week or as needed. The City received a single proposal in June 2023, from the City’s current contractor for this service, Dr. Jan Breech, DVM. The selection committee reviewed and completed evaluations of Dr. Breech’s proposal and found it to compliant with the RFP.

Animal Services began using Dr. Breech’s veterinary services back in 2016 and has been satisfied with her performance of these duties. However, City purchasing policy requires competitively bid contracts and the release of the RFP discussed above. Dr. Breech’s proposal includes fixed pricing of $1,500 per month, as well as an hourly rate of $100 for any out-of-scope services requested by the City. With an estimated 60 hours of additional out of scope services, the total annual proposed pricing is $24,000.

Animal Services is requesting authorization to award a 5-Year contract (1 year + 4 1-year renewals) for veterinary oversight services to Dr Breech for a contract total value of $120,000. A summary of services involved are provided in Attachment A. Also attached are the full bid (Attachment B), a draft of the proposed contract (Attachment C), and the proposal submitted by Dr. Breech in response to RFP 22-23-49 (Attachment D).

Visalia City Council Page 1 of 2 Printed on 9/29/2023
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File #: 23-0348 Agenda Date: 10/2/2023 Agenda #: 4.

Fiscal Impact:

Veterinary services are included in the Animal Services Budget and no new appropriations are requested for this item.

Prior Council Action: None
Other: N/A
Alternatives: None Recommended
Recommended Motion (and Alternative Motions if expected):

I move that Council approves the award for Veterinary Oversight Services at the Visalia Animal Care Center to Dr. Jan Breech, DVM for 1 year plus four 1-year renewal options, not to exceed $24,000 per year for a maximum of 5 years totaling $120,000.

Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:

Attachment A: Scope of Services RFP 22-23-49
Attachment B: RFP 22-23-49
Attachment C: DRAFT proposed contract for Veterinary Oversight Services Attachment D: Dr. Jan Breech, DVM, Proposal (RFP 22-23-49) Visalia City Council Page 2 of 2 Printed on 9/29/2023
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80 CITY OF VISALIA

REQUEST FOR PROPOSALS
RFP-22-23-49
Annual Contract for Veterinary Services for the
Visalia Animal Care Center (VACC)
PROPOSER A Non-Mandatory Proposer Teleconference will be held Wednesday, June 7, 2023 CONFERENCE: at 2:00 p.m.

SUBMITTAL One (1) unbound original, four (4) copies and one electronic copy (flash drive) DEADLINE: must be received on or before 2:00 p.m. on Wednesday, June 21, 2023.

ADDRESSED TO: City of Visalia Purchasing Division
707 W. Acequia Avenue
Visalia, CA 93291
FROM: Proposer’s Name
Mailing Address
MARK ENVELOPE: RFP No. 22-23-49
Veterinary Services for the Visalia Animal Care Center (VACC) Proposals received after the time and date stated above shall be returned unopened to the proposer.

INQUIRIES:

Direct questions for clarification of this bid document to City of Visalia Purchasing Division:
• Phone: (559) 713-4334
• Fax: (559) 713-4802
• Email: [email protected]
All questions must be received on or before Wednesday, June 14, 2023. 81 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

CITY OF VISALIA, CALIFORNIA

REQUEST FOR PROPOSAL
RFP 22-23-49
SEALED PROPOSALS will be received by the Purchasing Division until 2:00 pm on Wednesday, June 21, 2023 for:

Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) The City of Visalia Animal Services Division is requesting proposals from licensed and qualified Veterinarians for an annual contract to provide all veterinary services necessary to handle the animal medical needs and required regulations for the provision of veterinary care, and administration of veterinary medications and controlled substances at the Visalia Animal Care Center (VACC) located at 29016, Hwy 99 in Visalia, CA.

Contract documents may be obtained from the Purchasing Division by calling (559) 713-4334; emailing [email protected]; or downloading from City’s web site (visaliapurchasing.org).

Non-mandatory Proposer Conference. A non-mandatory Proposer Conference has been scheduled for Wednesday, June 7, 2023 at 2:00 p.m. This is an opportunity for Proposers to ask questions about the project and the Request for Proposal requirements. Attendance at this meeting is highly recommended, but not required in order to submit a proposal in response to this RFP. Interested proposers may register to attend the conference remotely by emailing contact information to [email protected].

Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

Local Vendor Preference: To encourage local vendor participation, five (5) percentage points will be given to proposals submitted by local vendors. A local vendor is any business whose business address is located within Tulare County for the past six months. A P.O. Box will not be accepted as a business address. The City reserves the right to request proof of Tulare County address.

The City hereby affirmatively ensures that Minority Business Enterprises and Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit proposals in response to this notice. Individuals and/or entities submitting bids/proposals to the City of Visalia will not be discriminated against on the basis of race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, gender, gender identity or expression, age, sexual orientation, or military and veteran status in any consideration leading to the award of contract.

No qualified disabled person shall, on the basis of disability, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity leading to the award of a contract.

The right is reserved by the City of Visalia to reject any or all proposals, to waive any irregularities or informalities not affected by law, to evaluate the proposals submitted and to award the contract according to the proposal which best serves the interests of said City.

Publication Dates: May 25, 2023
May 31, 2023
82 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

TABLE OF CONTENTS

TITLE PAGES
I. Definitions .......................................................................................................................................4 II. Introduction.....................................................................................................................................4 A. Information...........................................................................................................................4 B. Background..........................................................................................................................5 C. Purpose and Objective ........................................................................................................5 D. RFP/Agreement Schedule...................................................................................................5 III. Scope of Services...........................................................................................................................5 A. Required Services ...............................................................................................................5 B. City Responsibilities.............................................................................................................5 IV. Proposal Content and Format Requirements ..............................................................................6 A. General Information .............................................................................................................6 B. Proposed Project Approach.................................................................................................6 C. Staff Qualifications and Related Experience .......................................................................7 D. Proposed Fee Structure and Schedules..............................................................................7 E. Conflict of Interest................................................................................................................8 V. Consultant Selection Procedure ...................................................................................................8 A. Criteria and Weight of Criteria .............................................................................................8 B. Background Check ..............................................................................................................9 C. Award of Contract ................................................................................................................9 VI. General Conditions ........................................................................................................................9 A. Important Notice ..................................................................................................................9 B. Contracting Agency .......................................................................................................... 10 C. Legal Responsibilities ....................................................................................................... 10 D. Permits and Licenses ....................................................................................................... 10 E. Insurance .......................................................................................................................... 10 VII. Contract Requirements ............................................................................................................... 11 A. Withdrawal of Proposals ................................................................................................... 12 B. Rejection of Proposals...................................................................................................... 12 C. Evaluation/Award of Contract ........................................................................................... 12 D. Proposal Pricing Guidelines ............................................................................................. 13 E. Assignment of Contract .................................................................................................... 13 F. Right to Require Performance .......................................................................................... 13 G. Ethics in Public Contracting.............................................................................................. 13 H. Equal Employment Opportunity ........................................................................................ 13 I. Venue................................................................................................................................ 14 J. Proprietary Information ..................................................................................................... 14 K. Incurring Costs.................................................................................................................. 14 L. Firearms Prohibited .......................................................................................................... 14 EXHIBITS................................................................................................................................ 15 A. Scope of Work
B. Certifications, Affidavits, Assurances, Statements, Waivers and Questionnaires Which Must Accompany Proposal
Non-Collusion Affidavit, Workers’ Compensation Insurance Certificate, Equal Employment Opportunity Compliance Certificate, Ownership Disclosure Form, Drug-Free Workplace Certificate, Americans with Disabilities Act Compliance Certificate, Iran Contracting Certification, Levine Act Statement, Bidder’s Statement on EEO Compliance C. Sample Project Agreement With Attachments
83 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

I. DEFINITIONS
For the purposes of RFP NO. 22-23-49, the following terms shall have the meanings indicated:

1. “City” means the City of Visalia

2. “City Council” means the Council of the City of Visalia

3. "Bidder", "Vendor", "Supplier", “Consultant”, “Contractor” and “Subrecipient” are used interchangeably throughout this invitation to mean the person, firm, or corporation or other entity submitting a Proposal in response to the Request for Proposals.

4. “Bid” and “Proposal” are used interchangeably to mean an individual’s or entity’s offer in response to this Request for Proposal.

5. “RFP” means Request for Proposal No. 22-23-49.

6. "Services" means the services as described in the RFP.

7. “Site” refers to the city owned property located at 29016 Highway 99, Visalia, CA

8. “Animal Care Facility” refers to the City of Visalia Animal Care Center (VACC) located at 29016 Highway 99, Visalia CA, which is on the access road next to the freeway on the west side of the airport.

II. INTRODUCTION
A. Information
The City of Visalia is requesting proposals from qualified and experienced consultants to provide Shelter Veterinary Services for the 17,000 square foot VACC facility located on the west side of the municipal airport next to Highway 99. The initial contract shall be for a one-year (1) period and shall, at the City’s option and upon mutually agreeable terms, be renewable annually thereafter for four (4) consecutive one-year periods.

Specifically, the City is looking for:
• All veterinary services necessary to handle the animal medical needs and required regulations for the provision of veterinary care, and administration of veterinary medications and controlled substances at the Visalia Animal Care Center.

Providers should submit proposals that include all services necessary to be issued a premise permit as required by Title 16, §2030-2030.3 of the California Code of Regulations as applicable. It should be noted that the City, or its appointed agents, will employ shelter staff responsible for the day-to-day oversight and care of animals. The selected provider will be required to work with and provide the necessary training for euthanasia and medicine dispensing to the Animal Care staff at the VACC.

Local Vendor Preference: To encourage local vendor participation, five (5) percentage points will be given to proposals submitted by local vendors. A local vendor is any business whose address has been located within Tulare County for the past six months. A P.O. Box will not be accepted as a business address. The City reserves the right to request proof of Tulare County address.

Executive Order N-6-22 – Russia Sanctions
On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

This Request for Proposals is being issued by the City of Visalia Purchasing Department. Unless otherwise directed, all communications regarding this Request for Proposals should be directed to the Purchasing Division at (559) 713-4334, or fax (559) 713-4802. However, to prevent misinterpretations, the Purchasing Division would prefer that all questions be sent by email to [email protected]. 84 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Any revisions to the Request for Proposals will be issued and distributed as addenda. Proposers are specifically directed not to contact any other City personnel for meetings, conferences or technical discussions related to this Request for Proposal. Failure to adhere to this policy may be grounds for rejection of proposals.

B. Background
Visalia is located east of State Route 99 and along State Route 198. The City’s population is approximately 142,000. The City's incorporated area covers approximately 38 square miles. Visalia is at the heart of the San Joaquin Valley and centrally located near Highway 99 between San Francisco and Los Angeles.

The Visalia Animal Care Center is a municipal animal shelter that was constructed and opened by the City of Visalia in May of 2015. The facility is just over 17,000 sq. ft. on 3.9 acres of property. The facility is comprised of:
• 89 - Dog holding Kennels/Cages for Strays, Isolation and Quarantine • 99 - Cat Cages for Strays, Isolation and Quarantine
• 60 - Indoor Cages in various areas of the facility
In addition to the areas above, the facility has separate rooms for Other Animals, Commercial Laundry, Food Prep, Food and Equipment Storage, a grooming room, public counter, and various office spaces.

The Visalia Animal Care Center receives an average of 3,000 animals per year, with 99% of those coming in as stray animals and the remainder is surrendered by its owner.

C. Purpose, Objective and Services to be provided
The purpose of this RFP is to select a provider to perform the required medical functions at the Visalia Animal Care Center. Services to be provided include all veterinary services necessary to handle the animal medical needs and required regulations for the provision of veterinary care, and administration of veterinary medications and controlled substances at the Visalia Animal Care Center.

D. RFP/Agreement Schedule
Event Date of Event
RFP Available to the public.................................................................................................... May 25, 2023 Informational Proposer Conference at 2:00 p.m..................................................................... June 7, 2023 Questions deadline ............................................................................................................... June 14, 2023 RFP Submittals due at 2:00 p.m. at 707 W. Acequia ........................................................... June 21, 2023 Short list established and vendors notified ................................................................................. June 2023 Interviews/Presentations with short-listed vendors (if required)...................................................July 2023 Award of Contract .........................................................................................................................July 2023 Contract Begins .......................................................................................................................August 2023 Italicized items and dates are at the City’s option. The City reserves the right to award contract solely on the basis of proposal content.

III. SCOPE OF SERVICES
A. Required Services
In order to provide for all necessary medical needs for the VACC, either directly or through oversight of designated City-provided staff, City is seeking veterinary services as stated further in Exhibit “A” – Scope of Work. The City will retain the responsibility for all kennel management and animal care functions, either through City staff or a designated agent. In all other respects, the City seeks services to meet the requirement for veterinary services as called out in the municipal code and state law.

B. City Responsibilities

1. Compensate the consultant as provided in the contract agreement. 85 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

2. Provide a "City Representative," who will represent the City and who will work with the consultant in carrying out the provisions of the RFP. The Consultant shall communicate with the City representative who will provide the following services:
a. Examine documents submitted to the City by the Consultant and render timely decisions pertaining thereto
b. Give reasonably prompt consideration to all matters submitted by the Consultant for approval to the end that there will be no substantial delays in the Consultant's program of work
c. Process invoices submitted by Consultant
d. Act as coordinator between Consultant and other City representatives

3. Employ shelter staff responsible for the day-to-day oversight and care of animals.

4. Proper and secure storage of all medications and controlled substances at the Visalia Animal Care Center, as directed by Consultant.

IV. PROPOSAL CONTENT AND FORMAT REQUIREMENTS
The following are proposal requirements. Respondents are requested to organize their proposal into sections with tabs corresponding to the listed selection criteria as follows. You must answer the following questions in the same sequence as below. A screening committee will evaluate the completeness of the response to the RFP.

A. General Information
• Firm name, address, telephone number, fax number and email address. • Account Representative or other person to contact for clarification of any item contained in the proposal. Include telephone, fax number and email address if different from above. • Specify type of organization (individual, partnership, or corporation) and if applicable indicate whether you are:
a. Small Business
b. Disadvantaged Business
c. Minority and/or Women-Owned Business
• Personnel of the Proposer’s Firm must be identified in the proposal with their background and the firm must give assurances of continuity of its personnel. A contact person needs to be identified. • Provide surety information for all sureties – General and Automobile Liability, E/O and Worker’s Compensation.
• References and Referrals
B. Proposed Project Approach
Summarize your approach and understanding of the requested services and any special considerations of which the City of Visalia should be aware. Indicate clearly the levels of participation you will expect from City of Visalia staff in the fulfillment of the contract. The contents of this section shall be determined by the proposer but should demonstrate an understanding of the special characteristics of the services required.

This section shall outline the proposed approach to the project, providing a brief explanation of how the CONTRACTOR will go about providing each of the items listed in Exhibit A, Scope Of Work, including any required components such as:
• Purpose and Objective(s) for the item
• Task(s) to be required/included and brief description • Process and/or procedure for completion
• Work products and outcomes
• Meeting(s) required to complete the item
• Timeline(s) of specific tasks where applicable
• Completion date(s) where applicable
86 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Exceptions to the requirements of the RFP should be clearly delineated in this section.

In addition, you are invited to include a maximum of two (2) pages of information not included, nor requested in this RFP if you feel it may be useful and applicable to this project. The information in this section will aid the City in the refinement of the scope of work during contract negotiations.

C. Staff Qualifications and Related Experience

1. Staff Qualifications and Experience
This section should demonstrate the qualifications of all professional personnel to be assigned to this project by providing resumes/experience summaries describing their education, credentials, related experience, and their proposed roles for this contract. Note: Consultant may not substitute any member of the project team without prior written approval of the City.

If your firm intends to subcontract any of the services required under this RFP it should be discussed in this section. Detailed information for each subcontractor must be provided. Note:

No work may be subcontracted, nor assigned, without prior written approval of the City of Visalia.

2. Related Experience
Include descriptive information concerning the experience of the firm. Include information about previous contracts that might be comparable, including the size and type of contract and the scope of services provided. In addition, provide references for the three (3) most comparable contracts for which your firm has provided, or currently is providing, similar services. The City is especially interested in your firm's experience in providing similar services for similar agencies and municipalities.

List the projects in reverse chronological order and provide the following information for each project. Indicate for each of these projects:
• Name of contract
• Contract location
• Brief description (type of services, functional components, and special considerations) • Name of Agency or Business
• Agency or Business contact person and telephone number (contact person, who, at the time of RFP submittal, will be employed by the Agency or Business) • Your Business Relationship (i.e., employee, contractor, subcontractor, etc.) • Proposed Cost Estimate vs Actual Contract Amount
• Contract Dates
D. Proposed Fee Structure and Schedules
The Proposed Fee Structure and Schedule shall be provided under separate, sealed cover as a part of the RFP submittal.

Provide proposed fees and cost information and recommend a budget plan for all services to be provided in the following format:
• Proposers should review the requirements of this RFP including Exhibit A, Scope of Work, and address all services in this fee schedule that might reasonably be expected to support the contract. • Fee structure is to include:

1. A flat monthly fee in an amount to cover all work, as specified in Exhibit A, items A-F.

2. A summary of the fee items and associated costs for Exhibit A, item G, "surgical sterilization" and any extraneous associated costs for this item such as transportation that may be identified in the "Project Approach" portion of the proposal submitted.

3. An hourly rate to be charged for Exhibit A, item H, and any other requested and agreed upon items which will be considered "out of scope" work not included in Exhibit A, Scope of Work. 87 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

The fee proposal submitted under separate, sealed cover, along with the proposed project approach, will be used as a basis for any contract negotiations. The actual scope of services and fees included in the contract may be negotiated and may vary to satisfy the City’s actual needs.

E. Conflict of Interest
• Disclose any financial, business, or other relationship with the City or any member of the City staff that may have an impact on the outcome of the project.
• List current clients who may have a financial interest in the outcome of the project V. CONSULTANT SELECTION PROCEDURE
Selection of the successful proposal shall be generally based on the information provided by the Consultant in response to the Request for Proposals and any subsequent interviews that may be conducted. Consultant interviews will be held solely at the option and discretion of the City of Visalia. The process for selection shall occur in the following sequence:
• Review Proposals
• Establish a “short list” of three or more firms
• Interview “short-listed” firms (at the option and discretion of the City) • Identify best qualified firm
• Determine which, if any, alternates will be selected, and negotiate a fee • Award contract
A project Selection Committee, as deemed necessary, will be formed to evaluate the proposals and to make recommendation to the Visalia City Council. This committee may consist of representatives of the user department, members of the community, members of the Council, and may include a representative knowledgeable in transportation maintenance services from outside of the community. Composition and creation of this committee, should one be formed, is at the sole discretion of the City. Names of the Committee members, should one be formed, will not be released prior to the time for interviews.

The Committee will review the proposals for format to ensure conformance with the requirements of the RFP and may select finalists to interview with the Committee as a part of the Committee's evaluation process. The City does not guarantee that an interview will take place, thus reserving the right to select a consultant based solely on the information provided in the proposals received in response to the RFP. Should an interview take place, the key personnel responsible for fulfilling the requirements of the project shall be required to be present for the interview.

A. Criteria & Weight of Criteria
The Committee will address the following criteria in evaluation of proposals in order to gauge the ability of a consultant to perform the contract as specified. The same general criteria will be used to judge both the proposal and the presentation, should the City choose to conduct interviews with short-listed firms. Additionally, 5 percentage points (Local Preference Points) will be given to any Proposer who has an established business address in the County of Tulare as outlined in Section II Introduction Item A.
88 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Criteria Explanation Weight
Merit of Proposals
Submittal / Presentation
• Proposal thoroughness 20%
Knowledge and
Expertise of Personnel/
Firm
• Capability of personnel
• Firm qualifications in providing veterinary services
• Adequacy of Staff to support the City’s efforts to encourage responsible pet ownership
25%
Operational Feasibility
• Ability to provide the services /Service availability and readiness
• Evidence of the provider’s ability to work within its operational and financial restraints
• Proposed work objectives and methods of tracking compliance 25%
Record of Past
Performance
• References
• Ability to work effectively with the City staff, other public agencies, and related parties.
• Demonstrated ability to complete work tasks within project timelines and budget.
25%
Local Vendor
Preference
• Proposals submitted by Businesses with a business address in Tulare County, CA will receive 5 percentage points 5%
Prior to the award of contract, the City must be assured that the proposer selected has all resources required to successfully perform under the contract. This includes, but is not limited to, personnel with the skills required, equipment/materials and financial resources sufficient to provide services called for under this contract. If, during the evaluation process, the City is unable to assure itself of the proposer’s ability to perform under the contract, if awarded, the City has the option of requesting from the proposer, any information that the City deems necessary to determine the proposer’s capabilities. If such information is required, the proposer will be notified and will be permitted seven (7) working days to submit the requested information.

B. Background Check
The City reserves the right to conduct a background inquiry of each proposer which may include the collection of appropriate criminal history information, contractual and business associations and practices, employment histories and reputation in the business community. By submitting a proposal to the City, the proposer consents to such an inquiry and agrees to make available to the City such books and records as the City deems necessary to conduct the inquiry.

C. Award of Contract
The successful firm will be required to execute a contract with the City of Visalia. A Draft Agreement has been included in this RFP to alert proposers to the provisions generally found in City contracts. The Draft Agreement may be altered from the enclosed form at the discretion of the City and without notice to consultant prior to award of contract. The City does not guarantee that the Final Agreement will duplicate the enclosed Draft Agreement.

VI. GENERAL CONDITIONS
A. Important Notice
The City of Visalia will not be responsible for oral interpretations given by any City employee, representative, or others. Proposers are cautioned that any statements made that materially change any portion of the proposal documents shall not be relied upon unless subsequently ratified by a formal written amendment to the proposal document. The issuance of a written addendum is the only official method whereby interpretation, clarification, or additional information can be given. If any addenda are issued to this Request for Proposals, the City will attempt to notify all prospective vendors who have secured same. However, it will be the responsibility of each vendor, prior to submitting their proposal, to contact the Purchasing Division, located at 707 W. Acequia, Visalia, CA 93291, (559) 713-4334 to determine if addendums were issued and to make such addendum a part of the proposal.
89 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

B. Contracting Agency
The contract resulting from this Request for Proposals will be administered by the City of Visalia Purchasing Division.

C. Legal Responsibilities
All proposals must be submitted, filed, made, and executed in accordance with State of California and Federal laws relating to proposals for contracts of this nature whether the same or expressly referred to herein or not. By submitting a proposal, Consultant certifies that he or she will comply with all Federal laws and requirements, including but not limited to Equal Employment Opportunity, Disadvantaged Business Enterprise, Labor Protection and other laws and regulations applicable to contracts utilizing Federal funds.

D. Permits and Licenses
a) Business Tax Certificate
Possession of a City of Visalia Business Tax Certificate is not required to submit a proposal in response to this invitation. However, Consultant shall be required to possess, at his/her own expense, a valid and current City of Visalia Business Tax Certificate, prior to commencing work.

For additional information, contact the City of Visalia Business Tax Division at (559) 713-4326. b) Professional License
Consultant is to be licensed in accordance with the California Business and Professions Code and is to possess current professional registration and be licensed to perform work in the State of California.
c) Permits
Consultant shall be required to obtain and maintain at his/her own expense, any and all permits, licenses and certifications issued by any federal, state or local governmental agency, pertaining to, and necessary for providing the services required in this Request for Proposals.

E. Insurance
Indemnification and Insurance
As respects acts, errors, or omissions in the performance of services, CONTRACTOR agrees to indemnify and hold harmless CITY, its elected and appointed officers, employees, and CITY designated volunteers from and against any and all claims, demands, losses, defense costs, liability or consequential damages arising directly out of CONTRACTOR’s negligent acts, errors or omissions in the performance of his/her services under the terms of this Agreement; except to the extent those arise out of the negligence of CITY.

CITY agrees to indemnify and hold harmless CONTRACTOR, its officers, employees, and designated volunteers from and against any and all losses, defense costs, liability or consequential damages to the extent arising out of CITY’S negligent acts, errors or omissions in the performance of this Agreement.

As respects all acts or omissions which do not arise directly out of the performance of services, including but not limited to those acts or omissions normally covered by general and automobile liability insurance, CONTRACTOR agrees to indemnify, defend (at CITY’s option), and hold harmless CITY, its elected and appointed officers, agents, employees, representatives, and volunteers from and against any and all claims, demands, defense costs, liability, or consequential damages of any kind or nature arising out of or in connection with CONTRACTOR’s (or CONTRACTOR’s subcontractors, if any) performance or failure to perform, under the terms of this Agreement; except to the extent those which arise out of the negligence of CITY.

Without limiting CITY’s right to indemnification, it is agreed that CONTRACTOR shall secure prior to commencing any activities under this Agreement, and maintain during the term of this Agreement, insurance coverage as follows:
• Workers’ Compensation insurance as required by California statutes. 90 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

• Commercial general liability insurance with a combined single limit of no less than One Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for Premises and Operations, Contractual Liability, Personal Injury Liability, Products and Completed Operations Liability, Broad Form Property Damage (if applicable), Independent Contractor’s Liability (if applicable).
• Professional liability insurance coverage, in an amount not less than One Million Dollars ($1,000,000).
• Comprehensive Automobile Liability coverage with a combined single limit of no less than One Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for owned, hired, and non-owned automobiles and shall be provided by a business automobile policy.

Each insurance policy required by this Agreement shall contain the following clause:
“This insurance shall not be canceled, limited in scope or coverage, or non-renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA 93291, with the exception of cancellation for non-payment of premium, in which case ten (10) days’ notice shall be given.”
In addition, the Commercial general liability and comprehensive automobile liability policies required by this Agreement shall contain the following clauses:
“It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.”
“The City of Visalia, its officers, agents, employees, representatives and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia.”
The successful bidder shall maintain the insurance for the life of the contract. Endorsements are to be received and approved by the City before work commences. Should contractor cease to have insurance as required during any time, all work by contractor pursuant to this agreement shall cease until insurance acceptable to the City is provided.

VII. EXAMINATION OF CONTRACT REQUIREMENTS AND ACCEPTANCE OF

PROPOSAL CONTENT
Before submitting a proposal, proposers must satisfy themselves by personal examination of the proposal requirements and other contract documents, and by any other means as they may believe necessary, as to the actual conditions, requirements, and difficulties under which the work must be performed and to verify any representations made by the City of Visalia, upon which the offeror will rely.

The submission of a proposal shall be considered conclusive evidence that the proposer has carefully investigated all conditions that affect, or may at some future date affect, the performance of services covered by this solicitation, and is satisfied as to the character, quality, and quantities of work to be performed and as to the requirements of the proposal. Submission of a proposal shall also be evidence that the proposer is familiar with directives that in any way affect prosecution of the work or persons engaged or employed in the work.

No proposer shall at any time after submission of a proposal make any claim or assertion that there was any misunderstanding or lack of information regarding the nature or amount of work necessary for satisfactory performance under the contract. If the proposer receives an award as a result of this Request for Proposals, failure to have made such investigations and examinations will in no way relieve the proposer from its obligations to comply in every detail with all provisions and requirements of the contract documents, nor will a plea of ignorance of such conditions and requirements be accepted as a basis for claim whatsoever by the proposer for additional compensation. Any errors, omissions, or discrepancies found in the specifications or other contract documents shall be called to the attention of the City and clarified prior to the submission of proposals. 91 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Should the proposer feel there has been a supplemental or oral modification, it shall be his responsibility to verify said modification in writing prior to submission of the proposal.

The contents of the proposal of the successful proposer shall become contractual obligations if procurement action ensues. Failure to accept these obligations in a contractual agreement shall result in cancellation of award.

A. WITHDRAWAL OF PROPOSALS
Any proposal may be withdrawn at any time prior to the time fixed in the public notice for the receipt of proposals, only by written request for the withdrawal of the proposal filed with the Purchasing Division.

The request shall be executed by the proposer or his duly authorized representative. The withdrawal of a proposal does not prejudice the right of the proposer to file a new proposal. No proposal may be withdrawn after the time fixed in the public notice for the receipt of proposals.

B. REJECTION OF PROPOSALS
Failure to meet the requirements of the RFP may be cause for rejection of the proposal. The City may reject the proposal if it is deemed incomplete, contains irregularities of any kind or is offered conditionally. The City reserves the right to reject any and all proposals without cause.

The proposal is to be prepared in such a way as to provide a straightforward, concise delineation of the information requested. Proposals which contain false or misleading statements, or which do not support an attribute or condition claimed by the proposer, may be cause for rejection of the proposal. If, in the opinion of the City, such information was intended to mislead the City in its evaluation of the proposal, it will be cause for rejection of the proposal.

C. EVALUATION/AWARD OF CONTRACT
Evaluation and selection of proposals will be based on the information called for in this RFP. Brochures or other promotional presentations beyond that sufficient to submit a complete and effective proposal are not desired. Elaborate artwork, expensive paper or binders, and expensive visuals are not necessary.

Proposals will be evaluated by a Selection Committee. This committee may consist of representatives of the user department, members of the community, the Finance Division, and may include a representative knowledgeable in bus maintenance operations from outside of the community. In connection with its evaluation, the City may, at its option, invite one or more proposers to make an oral presentation to the Selection Committee. During these interviews, the proposers will be allowed to present such evidence as may be appropriate in order that the Committee can correctly analyze all materials and documentation submitted as a part of the proposals.

The award, if made, will be made within ninety (90) days from proposal closing date. Proposer agrees and so stipulates in submitting this proposal, as though stated therein, and in any subsequent award of contract that:
a) Proposer is an independent contractor, not an employee, agent, or officer of the City. b) Contract, should it be awarded, shall be interpreted, construed, and given effect in all respects according to the laws of the State of California.
c) Should proposer be awarded contract, proposer shall not assign contract, or any part thereof, or any moneys due or to become due thereunder, without prior consent of the City. d) Proposer shall indemnify and hold harmless the City, its officers, officials, employees, and agents from and against all claims, damages, losses, and expenses caused in whole or in part by any negligent act or omission of the proposer, its consultants, subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, except where caused by the active negligence, sole negligence, or willful misconduct by the City.
92 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

e) Proposer shall hold the City harmless from liability of any nature or kind, including cost and expenses for infringement or use of any copyrighted composition, secret process, patented or unpatented invention, article or appliance furnished or used in connection with the contract. f) Proposer warrants that no gratuities, in the form of gifts, entertainment, or otherwise, were offered or given by the proposer, to any officer or employee of the City with a view toward securing the contract or securing favorable treatment with respect to any determination concerning the performance of the contract. For breach or violation of this warranty, the City shall have the right to terminate the contract, either in whole or in part. The rights and remedies of the City provided in this clause shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.

D. PROPOSAL PRICING GUIDELINES
Proposer shall provide proposed fees and cost information as a part of this Request for Proposals.

Proposed fees shall be submitted under separate, sealed cover.

E. ASSIGNMENT OF CONTRACT
No assignment by the vendor of the contract or any part hereof, or of funds to be received there under, will be binding upon the City unless such assignment had prior written approval and consent of the City. In the event the City gives such consent, the terms and conditions of the agreement shall apply to and bind the party or parties to whom such work is assigned, sublet, or transferred.

F. RIGHT TO REQUIRE PERFORMANCE
The failure of the City at any time to require performance by the proposer of any provisions hereof shall in no way affect the right of the City thereafter to enforce the same. Nor shall waiver by the City of any breach of any provision hereof be taken or held to be waiver of any succeeding breach of such provision or as a waiver of any provision itself.

G. ETHICS IN PUBLIC CONTRACTING
Each proposer, by submitting a proposal, certifies that it is not a party to any collusive action or any action that may be in violation of the Sherman Antitrust Act by submitting a proposal, the proposer certifies that its proposal was made without fraud; that it has not offered or received any kickbacks or inducements from any other proposer in connection with the request for proposal; and that it has not conferred on any public employee, public member or public official having responsibility for this procurement transaction, any payment, loan, subscription, advance, deposit of money, services, or anything of more than nominal value.

The proposer further certifies that no relationship exists between itself and the City or another person or organization that interferes with fair competition or constitutes a conflict of interest with respect to a contract with the City of Visalia.

Prior to the award of any contract, the potential Consultant may be required to certify in writing to the Purchasing Division that no relationship exists between the proposer and any City employee, officer, official or agent that interferes with fair competition or is a conflict of interest with respect to a contract with the City of Visalia.

More than one proposal from an individual, firm, partnership, corporation, or association under the same or different names may be rejected. Reasonable grounds for believing that a proposer has interest in more than one proposal for the work solicited may result in rejection of all proposals in which the proposer is believed to have an interest.

H. EQUAL EMPLOYMENT OPPORTUNITY
During the performance of the contract, proposer agrees to the following:
a) Proposer shall comply with all the requirements, when applicable, of the California Fair Employment Practice Commission and provisions of, when applicable, all Federal, State of California, County of Tulare and City of Visalia laws and ordinances related to employment practices.
93 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

b) Proposer shall not discriminate against any employee or applicant for employment on the basis of race, religion, color, gender, age, handicap, national origin or ancestry, except when such a condition is a bona fide occupational qualification reasonably necessary for the normal operations of the proposer. The proposer agrees to post in conspicuous places, visible to the employees and applicants for employment, notices setting forth the provisions of this nondiscrimination clause.
c) Proposer, in all solicitations or advertisements for employees, placed by, or on behalf of the proposer, shall state that proposer is an Equal Opportunity Employer.

I. VENUE
Any contract resulting from this solicitation shall be governed by, and construed in accordance with, the laws of the State of California. Venue for any litigation arising out of the contract will be vested in Tulare County, California.

J. PROPRIETARY INFORMATION
The proposals received shall become the property of the City of Visalia and are subject to public disclosure.

Proposal prices and information submitted by proposers will be made available to proposers after City Council has approved award of contract. Proposers are to indicate any restrictions on the use of data contained in their responses. Those parts of a proposal which are defined by the proposer as business or trade secrets, as that term is defined in California Government Code, Section 6254.7, and are reasonably marked as “Trade Secrets”, “Confidential” or “Proprietary” shall only be disclosed to the public if such disclosure is required or permitted under the California Public Records Act or otherwise by law. Proposers who indiscriminately and without justification identify most, or all, of their proposal as exempt from disclosure may be deemed non-responsive.

K. INCURRING COSTS
The City of Visalia is not liable for any cost incurred by proposers in responding to this Request for Proposals.

L. FIREARMS PROHIBITED
Guns may not be carried by contractors/vendors/consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated.
94 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

“EXHIBIT A”
SCOPE OF WORK – Veterinary Services for the VACC
Contractor shall provide veterinary medical services in accordance with the terms and conditions stated herein. All medical services, supplies, and resources provided under this contract are to be limited to animals under the care, custody, or control of the City of Visalia. Contractor’s services are limited to the following:

A. Maintain current Visalia Animal Care Center (VACC) premise permit as required by Title 16 §2030-2030.3 "Minimum Standards" of the California Code of Regulations, as applicable.

B. Maintain a current DEA issued Controlled Substance Permit in accordance with the Title 21 United States Code (USC) Controlled Substances Act, and periodically review logs for proper documentation and compliance with regulations, working with City management for any corrective actions found necessary.

C. Contractor to oversee and provide any necessary training for the City’s wellness program for sheltered animals.

This may include but is not limited to:
a. Medical Protocols for incoming animals such as routine vaccinations on intake, rabies vaccinations, addressing health issues or prescribing medications. b. Review of records and documentation to ensure compliance with State and Federal Regulations.
c. City, or it’s designated agent, will provide the following resources for the wellness program:

1. Staff to perform administrative tasks resulting from this service, and

2. All necessary medical instruments, supplies and materials, and

3. On-site space for non-surgical medical services and proper storage of all necessary supplies and equipment.

D. Contractor to complete regular site visits to review animal care, site conditions, and compliance with proper veterinary procedures.

E. Contractor will provide limited animal health consultation services either in person, or remotely, directing care as needed for VACC sheltered animals.

F Provide training and certification of VACC staff for the proper dispensing of medications, and humane euthanasia of animals to include, but not be limited to:
a. The proper storage and dispensing of medications to be administered by Animal Care staff, and b. Coursework and training to prepare students for the demands, responsibilities, and process of humane euthanasia, and
c. Oversight and direction of hands-on humane euthanasia training to be provided by certified staff, and
d. Observation and evaluation of student progress throughout the training period, and e. Certification of students successfully completing humane euthanasia training.

G. Perform surgical sterilization of adopted, rescued, and redeemed animals twice a week, or as needed. a. Contractor will establish the number and type of animals to be scheduled. b. Contractor will provide their own surgical site and technician to assist with surgery. c. City will provide administrative support as needed.
d. The schedule for this service will be mutually agreed upon between Contractor and City.

H. Perform and record Health Certifications as needed for the transport of animals to rescue organizations across state lines.

SPECIFIC COMPLIANCE
The Bidder awarded the Contract derived from this proposal will be required to abide by all applicable Federal and State laws and regulations, including, but not limited to:
- California Code of Regulations Title 16, §2030-2030.3 - Title 21 United States Code (USC) Controlled Substances Act (DEA Controlled Substance Permit) 95 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

“EXHIBIT B”
Required Forms
96 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Submit with Proposal

NON-COLLUSION AFFIDAVIT

STATE OF CALIFORNIA )
) ss

CITY OF VISALIA )
_________________________, being first duly sworn, deposes and says that he or she is _________ of __________ the party making the foregoing Bid; that the Bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the Bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham Bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham Bid, or that anyone shall refrain from Bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the Bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the Bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her Bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham Bid.

Company: ______________________________________________ Business Address: ______________________________________________ Signature: ______________________________________________ Name of Signing Official: ______________________________________________ Title of Signing Official: ______________________________________________ Date: ______________________________________________
Company Seal:

State of California
County of ________________________
On this __________ day of _______________before me, ___________________________________________, a Notary Public, personally appeared ____________________________________________,who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct WITNESS my hand and official seal.

Signature __________________________________ (Seal)
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. 97 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Submit with Proposal
WORKERS’ COMPENSATION INSURANCE CERTIFICATE

STATE OF CALIFORNIA )
) ss

CITY OF VISALIA )
I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work under this contract.

Company: ____________________________________
Business Address: ____________________________________
Signature: ____________________________________
Name of Signing Official: ____________________________________ Title of Signing Official: ____________________________________ Date: ____________________________________
Company Seal:
98 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Submit with Proposal

EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE CERTIFICATE
Equal Opportunity Clause
Unless exempted by rules, regulations or orders of the Secretary of Labor issued pursuant to Executive Orders 28925, 11114 or Section 204 of Executive Order 11246 of September 24, 1965, during the performance of each contract with the City of Visalia, the contractor agrees as follows:

1. The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, or political affiliation. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, gender, national origin, or political affiliation. Such action shall include, but not be limited to, the following:
employment upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of this nondiscrimination clause.

2. The contractor will, in all solicitations or advertisements for employees, placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin or political affiliation.

3. The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided by the agency contracting officer, advising the labor union or the workers’ representative of the contractors’ commitments under Section 202 of Executive order 11246 of September 24, 1965, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.

4. The contractor will comply with all provisions of Executive Order 11246 of September 24, 1965, and the rules, regulations and relevancy orders of the Secretary of Labor.

5. The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by the rules, regulations and relevant orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records and accounts by the contracting agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations and orders.

6. In the event of the contractor’s non-compliance with the non-discrimination clauses of this subcontract or with any of such rules, regulations or orders, this subcontract may be canceled, terminated or suspended, in whole, or in part and the contractor may be declared ineligible for further government contracts in accordance with the procedures authorized in accordance with Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation or order of the Secretary of Labor, or otherwise provided by law.

7. The contractor will include the provisions of Paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each Subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as the contracting agency may direct as a means of enforcing such provisions including sanctions for non-compliance.

Provided, however, that in the event the contractor becomes involved in, or is threatened with litigation with a subcontractor or vendor as a result of such direction by the contracting agency, the contractor may request the United States to enter into such litigation to protect the interest of the United States.

Certification on Non-Segregated Facilities
The contractor hereby certifies that it does not or will not maintain segregated facilities and will not permit its employees to work at locations where facilities are segregated on the basis of race, color, religion, gender, national origin or political affiliation.
______________________________ _____________________________________ _________________ Name of Firm Authorized Signature Date

99 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Submit with Proposal

CITY OF VISALIA
Ownership Disclosure for Contractors and
Consultants

NAMES OF PRINCIPALS, PARTNERS, AND/OR TRUSTEES:

Firm Name:

Firm Address:

List the names of all principals, partners, and/or trustees. For corporations provide names of officers, directors and all stockholders owning more than 10% equity interest in corporation:

Submitted by: Name: __________________________________________________________ Date: __________________________________________________________ 100
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

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STATE OF CALIFORNIA

DRUG-FREE WORKPLACE CERTIFICATION
STD.21 (REV.10/2019)

CERTIFICATION
I, the official named below, hereby swear that I am duly authorized legally to bind the contractor or grant recipient to the certification described below. I am fully aware that this certification, executed on the date below, is made under penalty of perjury under the laws of the State of California.

The contractor or grant recipient named above hereby certifies compliance with Government Code Section 8355 in matters relating to providing a drug-free workplace. The above-named contractor or grant recipient will:

1. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355(a).

2. Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b), to inform employees about all of the following:
(a) The dangers of drug abuse in the workplace,
(b) The person’s or organization’s policy of maintaining a drug-free workplace, (c) Any available counseling, rehabilitation, and employee assistance programs, and (d) Penalties that may be imposed upon employees for drug abuse violations.

3. Provide as required by Government Code Section 8355(c), that every employee who works on the proposed contract or grant:
(a) Will receive a copy of the company’s drug-free workplace policy statement, and (b) Will agree to abide by the terms of the company’s statement as a condition of employment on the contract or grant.

4. At the election of the contractor or grantee, from and after the “Date Executed” and until ____________ (NOT TO EXCEED 36 MONTHS), the state will regard this certificate as valid for all contracts or grants entered into between the contractor or grantee and this state agency without requiring the contractor or grantee to provide a new and individual certificate for each contract or grant. If the contractor or grantee elects to fill in the blank date, then the terms and conditions of this certificate shall have the same force, meaning effect and enforceability as if a certificate were separately, specifically, and individually provided for each contract or grant between the contractor or grantee and this state agency.

CONTRACTOR/BIDDER FIRM NAME FEDERAL ID NUMBER
BY(Authorized Signature) DATE EXECUTED
PRINTED NAME AND TITLE OF PERSON SIGNING TELEPHONE NUMBER (Include Area Code) ( )
TITLE
CONTRACTOR/BIDDER FIRM’S MAILING ADDRESS
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Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

Submit with Proposal

AMERICANS WITH DISABILITIES ACT COMPLIANCE CERTIFICATE
To Accompany Bid Form
By submission of a bid, the BIDDER certifies it will comply with the Americans with Disabilities Act, 42 U.S.C., 12101 et. seq., and will maintain compliance throughout the life of this Contract. By commencing performance of the Contract work, the selected BIDDER certifies to the Americans with Disabilities Act compliance.

Company: ______________________________________________ Business Address: ______________________________________________ Signature: ______________________________________________ Name of Signing Official: ______________________________________________ Title of Signing Official: ______________________________________________ Date: ______________________________________________
Company Seal:
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Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

CALIFORNIA LEVINE ACT STATEMENT
To Accompany Proposal
California Government Code Section 84308, commonly referred to as the “Levine Act,” can prohibit members of the City Council of the City of Visalia from participating in any action related to a contract if he or she receives any political contributions totaling more than $250 within the previous twelve (12) months, and for twelve (12) months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution(s) by a party to be awarded a specific contract.

The following website contains a list of current Visalia City Council Members, https://www.visalia.city/government/city_council/default.asp. You are responsible for reviewing the names of Visalia City Council Members prior to making the following disclosure:

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract? YES: _____ NO: _____. If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Answering YES to the question above does not preclude the City of Visalia from awarding a contract to your firm or from taking any subsequent action related to the contract. It does, however, preclude the identified Visalia City Council Member(s) from participating in any actions related to this contract.

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.
________________________________________________ __________________ Signature of Authorized Individual Date
_________________________________________________
Printed or Typed Name of Authorized Individual
_________________________________________________
Print or Type Name of Company
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Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

IRAN CONTRACTING ACT CERTIFICATION
To Accompany Proposal
As required by California Public Contract Code Section 2204, the Contractor certifies subject to penalty for perjury that the option checked below relating to the Contractor’s status in regard to the Iran Contracting Act of 2010 (Public Contract Code Section 2200 et seq.) is true and correct:
⃝ The Contractor is not:
(1) Identified on the current list of persons and entities engaged in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203; or
(2) A financial institution that extends, for 45 days or more, credit in the amount of $20,000,000 or more to any other person or entity identified on the current list of persons and entities engaging in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203, if that person or entity uses or will use the credit to provide goods or services in the energy sector in Iran. ⃝ The City has exempted the Contractor from the requirements of the Iran Contracting Act of 2010 after making a public finding that, absent the exemption, the City will be unable to obtain the goods and/or services to be provided pursuant to the Contract. ⃝ The amount of the Contract payable to the Contractor for the Project does not exceed $1,000,000 over the life of the contract (up to 5 years).

Signature: __________________________________ Printed Name: __________________________ Title: ______________________________________ Agency Name: __________________________ Date: ____________________
Note: In accordance with Public Contract Code Section 2205, false certification of this form shall be reported to the California Attorney General and may result in civil penalties equal to the greater of $250,000 or twice the Contract amount, termination of the Contract and/or eligibility to bid on contracts for three years. 104
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

BIDDER’S STATEMENT ON PREVIOUS CONTRACTS

SUBJECT TO EQUAL EMPLOYMENT OPPORTUNITY CLAUSE
(EXECUTIVE ORDER 11246)
To Accompany Proposal
NOTE: This form is to be completed by Bidder and submitted with bid.

Within 24 hours after the bid opening, the three lowest bidders shall submit this form (completed and signed by each of their listed subcontractors). A scanned copy will be accepted; however, the original copies must be mailed, or hand delivered.

The BIDDER shall complete the following statement:

The BIDDER _________________________________________________, proposed subcontractor _________________________________________, hereby certifies that he has_____, has not _____ participated in a previous contract subject to the Equal Employment Opportunity Clauses, as required by Executive Orders 10925, 11114, or 11246, and that, where required, he has filed with the Joint Reporting Committee, the Director of the Office of Federal Contract Compliance, a Federal Government contracting or administering agency, of the former President’s Committee on Equal Employment Opportunity, all reports due under the applicable filing requirements.

The BIDDER has _____ has not _____ submitted all compliance reports in connection with any such contract due under the applicable filing requirements; and representations indicating submission of required compliance reports signed by proposed SUBBIDDERs will be obtained prior to award of subcontracts.

If the BIDDER has participated in previous contracts subject to the Equal Employment Opportunity Clause and has not submitted compliance reports due under applicable filing requirements, the BIDDER shall submit a compliance report on Standard Form 100, “Employee Information Report EEO-I” prior to award of the contract.

Note: Failure to complete the blanks may be grounds for rejecting the bid.

Company: ________________________________________________________________ Business Address: _________________________________________________________ Signature: ________________________________________________________________ Name: __________________________________________________________________ Title: ____________________________________________________________________ Date: _____________________________________________________________________ 105
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

“EXHIBIT C”
(SAMPLE) ANNUAL CONTRACT VETERINARY SERVICES FOR

THE VISALIA AMIMAL CARE CENTER (VACC)
City of Visalia RFP No. 22-23-49
(do not submit with proposal)
This Agreement, entered into and effective this _______ day of __________, 2023, by and between the City of Visalia, hereinafter referred to as the “CITY”, and ____________________________ hereinafter referred to as the “CONTRACTOR”, “VENDOR”, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S
WHEREAS, VENDOR is a corporation with a primary business address of ____________________________________________________ and SSN or EIN: ____________________; and WHEREAS, CITY is a municipal corporation and Charter Law City; and WHEREAS, CITY desires veterinary services as evidenced by RFP No. 22-23-49 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC); and WHEREAS, City of Visalia reviewed and evaluated responses to the Proposal and determined to award a contract to CONSULTANT for Veterinary Services for the Visalia Animal Care Center (VACC); and WHEREAS, CONSULTANT represents it is licensed, qualified and willing to provide the services requested pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONSULTANT agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a one-year period and shall, at the City’s option and with the consent of the CONSULTANT, be extended four (4) additional one-year periods. CITY will be presumed to request renewal unless the CITY delivers a written notice of non-renewal to the CONSULTANT a minimum of thirty (30) days prior to the renewal date. If the CONSULTANT elects not to consent to renewal by the CITY, then they must provide the CITY Project Manager with written notice of non-renewal at least ninety (90) days prior to the renewal date. Additionally, this Agreement may be terminated for convenience by the CITY, in whole or in part, by giving the CONSULTANT thirty (30) days’ written notice of the intent to terminate whenever the City determines that termination is in the best interest of the City. In the event of termination or expiration of this Agreement, CONSULTANT shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:

ATTACHMENT NO. DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia RFP 22-23-49 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC)
Attachment 4 Vendor’s proposal in response to RFP No. 22-23-49 106
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

3. VENDOR SCOPE OF SERVICES and COMMITMENTS*:

CONTRACTOR shall provide the following services for the stated compensation (“Scope of Services”):

A. The CONSULTANT agrees to perform all work necessary to complete in a manner satisfactory to the CITY those tasks described in RFP 22-23-49, for the cost identified in Attachment 4.

B. Additional Services: Incidental work related to the PROJECT and not described in RFP 22-23-49, may be needed during the performance of this Agreement. The CONSULTANT agrees to provide any and all additional services at the rates identified in Attachment 4 - Schedule of Fees for Professional Services. Such additional services shall not be performed by CONSULTANT without the written consent of CITY.

4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Consultant as work is completed and invoiced As requested by Consultant

5. COMPENSATION:

CITY shall pay CONSULTANT compensation for services requested; however, CITY shall not pay more than the following amount under this Agreement, unless otherwise agreed in writing. Such sum shall be expended and paid by CITY on a reimbursement basis for services actually performed based on the monthly report and similar documents presented by CONSULTANT to CITY. The CONSULTANT shall be paid no later than thirty (30) days following submission of a written, verified billing to the CITY. Said billing shall include the percentage of each task completed to date and since the date of the preceding billing, if any.

6. CONTRACT PRICE ADJUSTMENTS:

All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies and materials.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary. The request for price adjustment must be submitted to the project manager in writing a minimum of thirty (30) but no sooner than ninety (90) calendar days prior to the annual anniversary date of the agreement.

Requests filed after this time period will not be considered.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S.

Bureau of Labor Statistics, Consumer Price Index (CPI) for All Urban Consumers (CPI-U) U.S. City Average, All Items. The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve-month period.

In no instance shall the annual price increase exceed 5%. The contract unit price changes as a result of this formula shall be binding on the CONSULTANT for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

Total Compensation: $
Source of Funds: Local Funds
Payment Schedule: As invoices are received
107
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

7. EXECUTIVE ORDER N-6-22 – RUSSIA SANCTIONS On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering into any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONSULTANT
Dated: ___________________ By:_______________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONSULTANT in the capacity I have stated, and that such execution is sufficient to bind the CONSULTANT.

CITY OF VISALIA
Dated: ____________________ By:_______________________________________________ City Manager
Dated: ____________________ By:_______________________________________________ City Attorney
Dated: ____________________ By:______________________________________________ City of Visalia Risk Manager
Dated: ____________________ By:______________________________________________ City of Visalia Project Manager
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Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

ATTACHMENT C-1
General Contract Provisions
A. Successors and Assigns: This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

B. Prohibition of Assignment: Neither party shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

C. Notices: Notice shall be sufficient hereunder if personally served upon the City Clerk of the CITY or an officer or principal of the CONTRACTOR, or if sent via the United States Postal Service, postage prepaid, addressed as follows:

CITY OF VISALIA CONTRACTOR
707 W. Acequia Ave. _______________________
Visalia, CA 93291 _______________________
Attention: City Clerk Attention: _____________
D. Independent Contractor: It is understood and agreed by the parties herein that CONTRACTOR, in the performance of this Agreement, shall act as an independent contractor, and therefore shall obtain no rights to any fringe benefits that accrue to regular full-time CITY employees.

E. Jurisdiction/Venue/Waiver Of Removal: This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in California. Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare County, California. The CONTRACTOR hereby expressly waives any right to remove any action to a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

F. Integration/Modification: This Agreement and each of the documents and exhibits or attachments referenced herein, which are incorporated by reference, represents the entire understanding of the parties as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered except in writing signed by the parties, unless otherwise explicitly authorized.

G. Conflict With Law: If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said law, but the remainder of the Agreement shall be in full force and effect.

H. Indemnification: The CONSULTANT waives any and all claims and recourse against the CITY, including the right of contribution of loss or damage to person or property arising from, growing out of, or in any way connected with or incidental to the CONSULTANT’s performance of this Agreement, except claims arising from the concurrent or sole negligence of the CITY or its officers, agents or employees. The CONSULTANT will indemnify, hold harmless, and defend (at CITY’s option) the CITY against any and all claims, demands, damages, costs, expenses, or liability arising out of the CONSULTANT’s performance of this Agreement except for liability arising out of the concurrent or sole negligence of the CITY or its officers, agents, or employees.

I. Guarantees and Warranties:

1. IN GENERAL: All guarantees and warranties specifically called for by the specifications and/or this Agreement shall expressly run to the benefit of the CITY.

2. ONE YEAR GUARANTEE: Besides guarantees required elsewhere, CONSULTANT shall and hereby does guarantee the project work for a period of one year after the date of acceptance by CITY.

3. WARRANTIES: Warranties required by the Invitation to Bid or this Agreement shall commence on the date of acceptance of the work by CITY, unless otherwise provided in a Certificate of Substantial Completion.

CONSULTANT warrants that the materials and equipment furnished under the Agreement will be new and of recent manufacturer unless otherwise specified, and that all work will be of good quality, free from faults and defects, and in conformance with the Agreement. Work that does not conform may be considered defective. 109
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

This warranty excludes remedy for damage or defect caused by abuse, modifications not executed by the CONSULTANT, improper or insufficient maintenance, improper operation, or normal wear and tear under normal usage.

CONSULTANT warrants that title to all work covered by an application for payment will pass to the CITY either by incorporation in the construction or upon the receipt of payment by the CONSULTANT, whichever occurs first, free and clear of all liens.

CONSULTANT warrants and guarantees that title to all work, materials, and equipment covered by any application for payment, whether incorporated in the project or not, will pass to CITY no later than the time of payment free and clear of all liens.

No materials or supplies for the project shall be purchased by the CONSULTANT or SUBCONTRACTOR subject to any mortgage or under a condition of sale contract or other agreement by which an interest is retained by the seller. CONSULTANT warrants that it has good title to all materials and supplies used by it in the project, free from all liens.

CONTRACTOR shall indemnify and hold CITY harmless from all claims growing out of the lawful demands of SUBCONTRACTORS, laborers, workers, mechanics, material persons, and furnishers of machinery and parts thereof, equipment, power tools, and all supplies, incurred in furtherance of the performance of this Agreement.

CONTRACTOR shall, at CITY’s request, furnish satisfactory evidence that all obligations of the nature here and above designated have been paid, discharged, or waived. If CONTRACTOR fails to do so, then CITY may, after having served written notice on the CONTRACTOR, either pay directly unpaid bills, of which the CITY has written notice, or withhold from the CONTRACTOR’s unpaid compensation a sum of money deemed reasonably sufficient to pay any and all such lawful claims until satisfactory evidence is furnished that all liabilities have been fully discharged where upon payment to the CONTRACTOR shall be resumed, in accordance of the terms of this Agreement, but in no event shall the provisions of this sentence be construed to impose any obligations on the CITY to either the CONTRACTOR or its surety. In paying any unpaid bills of the CONTRACTOR, the CITY shall be deemed the agent of the CONTRACTOR and any payment so made by the CITY shall be considered as payment made under the contract by the CITY to the CONTRACTOR and the CITY shall not be liable to the CONTRACTOR for any such payments made in good faith.

Any defective work that is either corrected or replaced shall be warrantied and guaranteed for a period of one year from the date of such correction or replacement.

J. Attorney’s Fees: In the event either party commences any action, arbitration or legal proceedings for the enforcement of this Agreement, the prevailing party, as determined by the court or arbitrator, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.

K. Headings: Section headings are provided for organizational purposes only and do not in any manner affect the scope or intent of the provisions thereunder.

L. Firearms Prohibited: Guns may not be carried by contractors /vendors/consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/ vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated.
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Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

ATTACHMENT C-2
Insurance Requirements

1. CONSULTANT Insurance. CONSULTANT, at its sole cost and expense, for the full term of this Agreement (and any extensions thereof), shall obtain and maintain at a minimum compliance with all of the following insurance coverage(s) and requirements. Such insurance coverage shall be primary coverage as respects CITY and any insurance or self-insurance maintained by CITY shall be in excess of CONSULTANT’s insurance coverage and shall not contribute to it.

2. Subcontractor(s’) Insurance. If CONSULTANT utilizes one or more subcontractors in the performance of this Agreement, CONSULTANT shall obtain and maintain independent insurance as to each subcontractor or otherwise provide evidence of insurance coverage for each subcontractor equivalent to that required of CONSULTANT.

3. Types of Insurance and Minimum Limits. The following types of insurance and minimum limits are required providing at least the following minimum coverage and limits of liability:
a. Worker’s Compensation written in accordance with the laws of the State of California providing coverage for any and all employees of CONTRACTOR in the minimum statutorily required coverage amounts. b. Automobile Liability Insurance for each of CONSULTANT’s vehicles used in the performance of this Agreement, including owned, non-owned (e.g. owned by CONSULTANT’s employees or contractors), leased or hired vehicles, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage.
c. Comprehensive or Commercial General Liability Insurance coverage in the minimum amount of $1,000,000 combined single limit, including coverage for:
(1) bodily injury
(2) personal injury
(3) broad form property damage
(4) contractual liability
(5) cross-liability
(6) products and completed operations liability
d. Professional Liability Insurance coverage in an amount not less than One Million Dollars ($1,000,000).

4. Other Insurance Provisions. If any insurance coverage required in this Agreement is provided on a “Claims Made” rather than “Occurrence” form, CONSULTANT agrees to maintain the required coverage for a period of three (3) years after the expiration of this Agreement (hereinafter “post agreement coverage”) and any extensions thereof. CONSULTANT may maintain the required post agreement coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post agreement coverage being both available and reasonably affordable in relation to the coverage provided during the term of this Agreement. For purposes of interpreting this requirement, a cost not exceeding 100% of the last annual policy premium during the term of this Agreement in order to purchase prior acts or tail coverage for post agreement coverage shall be deemed to be reasonable.

5. Endorsements.

All required Automobile and Comprehensive or Commercial General Liability Insurance shall be endorsed to contain the following clauses:
a. The City of Visalia, its officers, agents, employees, representatives, and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia.
b. It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.
c. This insurance shall not be canceled, limited in scope or coverage, or non-renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA, 93291 111
Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC) RFP 22-23-49

6. Proof of Coverage.

CONSULTANT agrees to provide its insurance broker(s) with a full copy of these insurance provisions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages.

Copies of all the required Endorsements shall be attached to the Certificate(s) of Insurance or other evidence of insurance acceptable to the City of Visalia, which shall be provided by CONSULTANT’s insurance company as evidence of the stipulated coverages. This Proof of Coverage shall then be mailed to the City of Visalia at the following address:

City of Visalia
707 W. Acequia
Visalia, CA 93291
Attn: Purchasing Division
112

ANNUAL CONTRACT VETERINARY SERVICES FOR

THE VISALIA AMIMAL CARE CENTER (VACC)
City of Visalia RFP No. 22-23-49
This Agreement, entered into and effective this _______ day of __________, 2023, by and between the City of Visalia, hereinafter referred to as the “CITY”, and Dr. Janice H Breech, DVM hereinafter referred to as the “CONTRACTOR”, “VENDOR”, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S
WHEREAS, VENDOR is a corporation with a primary business address of 19361-A Avenue 300, Exeter, CA 93221 and SSN or EIN: XXX-XX-XXXX; and
WHEREAS, CITY is a municipal corporation and Charter Law City; and WHEREAS, CITY desires veterinary services as evidenced by RFP No. 22-23-49 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC); and WHEREAS, City of Visalia reviewed and evaluated responses to the Proposal and determined to award a contract to CONSULTANT for Veterinary Services for the Visalia Animal Care Center (VACC); and WHEREAS, CONSULTANT represents it is licensed, qualified and willing to provide the services requested pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONSULTANT agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a one-year period and shall, at the City’s option and with the consent of the CONSULTANT, be extended four (4) additional one-year periods. CITY will be presumed to request renewal unless the CITY delivers a written notice of non-renewal to the CONSULTANT a minimum of thirty (30) days prior to the renewal date. If the CONSULTANT elects not to consent to renewal by the CITY, then they must provide the CITY Project Manager with written notice of non-renewal at least ninety (90) days prior to the renewal date. Additionally, this Agreement may be terminated for convenience by the CITY, in whole or in part, by giving the CONSULTANT thirty (30) days’ written notice of the intent to terminate whenever the City determines that termination is in the best interest of the City. In the event of termination or expiration of this Agreement, CONSULTANT shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:

ATTACHMENT NO. DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia RFP 22-23-49 Annual Contract for Veterinary Services for the Visalia Animal Care Center (VACC)
Attachment 4 Vendor’s proposal in response to RFP No. 22-23-49

3. VENDOR SCOPE OF SERVICES and COMMITMENTS*:
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CONTRACTOR shall provide the following services for the stated compensation (“Scope of Services”):

A. The CONSULTANT agrees to perform all work necessary to complete in a manner satisfactory to the CITY those tasks described in RFP 22-23-49, for the cost identified in Attachment 4.

B. Additional Services: Incidental work related to the PROJECT and not described in RFP 22-23-49, may be needed during the performance of this Agreement. The CONSULTANT agrees to provide any and all additional services at the rates identified in Attachment 4 - Schedule of Fees for Professional Services. Such additional services shall not be performed by CONSULTANT without the written consent of CITY.

4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Consultant as work is completed and invoiced As requested by Consultant

5. COMPENSATION:

CITY shall pay CONSULTANT compensation for services requested; however, CITY shall not pay more than the following amount under this Agreement, unless otherwise agreed in writing. Such sum shall be expended and paid by CITY on a reimbursement basis for services actually performed based on the monthly report and similar documents presented by CONSULTANT to CITY. The CONSULTANT shall be paid no later than thirty (30) days following submission of a written, verified billing to the CITY. Said billing shall include the percentage of each task completed to date and since the date of the preceding billing, if any.

6. CONTRACT PRICE ADJUSTMENTS:

All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies and materials.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary.

The request for price adjustment must be submitted to the project manager in writing a minimum of thirty (30) but no sooner than ninety (90) calendar days prior to the annual anniversary date of the agreement. Requests filed after this time period will not be considered.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for All Urban Consumers (CPI-U) U.S. City Average, All Items. The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelvemonth period.

In no instance shall the annual price increase exceed 5%. The contract unit price changes as a result of this formula shall be binding on the CONSULTANT for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

7. EXECUTIVE ORDER N-6-22 – RUSSIA SANCTIONS On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering into any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement.

The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

Total Compensation: Monthly Service: $ 1500
Additional Rates: $100
Source of Funds: Local Funds
Payment Schedule: As invoices are received
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IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONSULTANT
Dated: ___________________ By:_______________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONSULTANT in the capacity I have stated, and that such execution is sufficient to bind the CONSULTANT.

CITY OF VISALIA
Dated: ____________________ By:_______________________________________________ City Manager
Dated: ____________________ By:_______________________________________________ City Attorney
Dated: ____________________ By:______________________________________________ City of Visalia Risk Manager
Dated: ____________________ By:______________________________________________ City of Visalia Project Manager
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ATTACHMENT C-1
General Contract Provisions
A. Successors and Assigns: This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

B. Prohibition of Assignment: Neither party shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

C. Notices: Notice shall be sufficient hereunder if personally served upon the City Clerk of the CITY or an officer or principal of the CONTRACTOR, or if sent via the United States Postal Service, postage prepaid, addressed as follows:

CITY OF VISALIA Dr. Janice H. Breech, DVM
707 W. Acequia Ave. 19361-A Avenue 300
Visalia, CA 93291 Exeter, CA 93221
Attention: City Clerk
D. Independent Contractor: It is understood and agreed by the parties herein that CONTRACTOR, in the performance of this Agreement, shall act as an independent contractor, and therefore shall obtain no rights to any fringe benefits that accrue to regular full-time CITY employees.

E. Jurisdiction/Venue/Waiver Of Removal: This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in California. Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare County, California. The CONTRACTOR hereby expressly waives any right to remove any action to a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

F. Integration/Modification: This Agreement and each of the documents and exhibits or attachments referenced herein, which are incorporated by reference, represents the entire understanding of the parties as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered except in writing signed by the parties, unless otherwise explicitly authorized.

G. Conflict With Law: If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said law, but the remainder of the Agreement shall be in full force and effect.

H. Indemnification: The CONSULTANT waives any and all claims and recourse against the CITY, including the right of contribution of loss or damage to person or property arising from, growing out of, or in any way connected with or incidental to the CONSULTANT’s performance of this Agreement, except claims arising from the concurrent or sole negligence of the CITY or its officers, agents or employees. The CONSULTANT will indemnify, hold harmless, and defend (at CITY’s option) the CITY against any and all claims, demands, damages, costs, expenses, or liability arising out of the CONSULTANT’s performance of this Agreement except for liability arising out of the concurrent or sole negligence of the CITY or its officers, agents, or employees.

I. Guarantees and Warranties:

1. IN GENERAL: All guarantees and warranties specifically called for by the specifications and/or this Agreement shall expressly run to the benefit of the CITY.

2. ONE YEAR GUARANTEE: Besides guarantees required elsewhere, CONSULTANT shall and hereby does guarantee the project work for a period of one year after the date of acceptance by CITY.

3. WARRANTIES: Warranties required by the Invitation to Bid or this Agreement shall commence on the date of acceptance of the work by CITY, unless otherwise provided in a Certificate of Substantial Completion.

CONSULTANT warrants that the materials and equipment furnished under the Agreement will be new and of recent manufacturer unless otherwise specified, and that all work will be of good quality, free from faults and defects, and in conformance with the Agreement. Work that does not conform may be considered defective. This warranty excludes remedy for damage or defect caused by abuse, modifications not executed by the CONSULTANT, improper or insufficient maintenance, improper operation, or normal wear and tear under normal usage.

CONSULTANT warrants that title to all work covered by an application for payment will pass to the CITY either by incorporation in the construction or upon the receipt of payment by the CONSULTANT, whichever occurs first, free and clear of all liens.
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CONSULTANT warrants and guarantees that title to all work, materials, and equipment covered by any application for payment, whether incorporated in the project or not, will pass to CITY no later than the time of payment free and clear of all liens.

No materials or supplies for the project shall be purchased by the CONSULTANT or SUBCONTRACTOR subject to any mortgage or under a condition of sale contract or other agreement by which an interest is retained by the seller.

CONSULTANT warrants that it has good title to all materials and supplies used by it in the project, free from all liens.

CONTRACTOR shall indemnify and hold CITY harmless from all claims growing out of the lawful demands of SUBCONTRACTORS, laborers, workers, mechanics, material persons, and furnishers of machinery and parts thereof, equipment, power tools, and all supplies, incurred in furtherance of the performance of this Agreement. CONTRACTOR shall, at CITY’s request, furnish satisfactory evidence that all obligations of the nature here and above designated have been paid, discharged, or waived. If CONTRACTOR fails to do so, then CITY may, after having served written notice on the CONTRACTOR, either pay directly unpaid bills, of which the CITY has written notice, or withhold from the CONTRACTOR’s unpaid compensation a sum of money deemed reasonably sufficient to pay any and all such lawful claims until satisfactory evidence is furnished that all liabilities have been fully discharged where upon payment to the CONTRACTOR shall be resumed, in accordance of the terms of this Agreement, but in no event shall the provisions of this sentence be construed to impose any obligations on the CITY to either the CONTRACTOR or its surety. In paying any unpaid bills of the CONTRACTOR, the CITY shall be deemed the agent of the CONTRACTOR and any payment so made by the CITY shall be considered as payment made under the contract by the CITY to the CONTRACTOR and the CITY shall not be liable to the CONTRACTOR for any such payments made in good faith.

Any defective work that is either corrected or replaced shall be warrantied and guaranteed for a period of one year from the date of such correction or replacement.

J. Attorney’s Fees: In the event either party commences any action, arbitration or legal proceedings for the enforcement of this Agreement, the prevailing party, as determined by the court or arbitrator, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.

K. Headings: Section headings are provided for organizational purposes only and do not in any manner affect the scope or intent of the provisions thereunder.

L. Firearms Prohibited: Guns may not be carried by contractors /vendors/consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/ vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated. 117
ATTACHMENT C-2
Insurance Requirements

1. CONSULTANT Insurance. CONSULTANT, at its sole cost and expense, for the full term of this Agreement (and any extensions thereof), shall obtain and maintain at a minimum compliance with all of the following insurance coverage(s) and requirements. Such insurance coverage shall be primary coverage as respects CITY and any insurance or self-insurance maintained by CITY shall be in excess of CONSULTANT’s insurance coverage and shall not contribute to it.

2. Subcontractor(s’) Insurance. If CONSULTANT utilizes one or more subcontractors in the performance of this Agreement, CONSULTANT shall obtain and maintain independent insurance as to each subcontractor or otherwise provide evidence of insurance coverage for each subcontractor equivalent to that required of CONSULTANT.

3. Types of Insurance and Minimum Limits. The following types of insurance and minimum limits are required providing at least the following minimum coverage and limits of liability:
a. Worker’s Compensation written in accordance with the laws of the State of California providing coverage for any and all employees of CONTRACTOR in the minimum statutorily required coverage amounts. b. Automobile Liability Insurance for each of CONSULTANT’s vehicles used in the performance of this Agreement, including owned, non-owned (e.g. owned by CONSULTANT’s employees or contractors), leased or hired vehicles, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage. c. Comprehensive or Commercial General Liability Insurance coverage in the minimum amount of $1,000,000 combined single limit, including coverage for:
(1) bodily injury
(2) personal injury
(3) broad form property damage
(4) contractual liability
(5) cross-liability
(6) products and completed operations liability
d. Professional Liability Insurance coverage in an amount not less than One Million Dollars ($1,000,000).

4. Other Insurance Provisions. If any insurance coverage required in this Agreement is provided on a “Claims Made” rather than “Occurrence” form, CONSULTANT agrees to maintain the required coverage for a period of three (3) years after the expiration of this Agreement (hereinafter “post agreement coverage”) and any extensions thereof. CONSULTANT may maintain the required post agreement coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post agreement coverage being both available and reasonably affordable in relation to the coverage provided during the term of this Agreement. For purposes of interpreting this requirement, a cost not exceeding 100% of the last annual policy premium during the term of this Agreement in order to purchase prior acts or tail coverage for post agreement coverage shall be deemed to be reasonable.

5. Endorsements.

All required Automobile and Comprehensive or Commercial General Liability Insurance shall be endorsed to contain the following clauses:
a. The City of Visalia, its officers, agents, employees, representatives, and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia. b. It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.
c. This insurance shall not be canceled, limited in scope or coverage, or non-renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA, 93291

6. Proof of Coverage.

CONSULTANT agrees to provide its insurance broker(s) with a full copy of these insurance provisions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages. Copies of all the required Endorsements shall be attached to the Certificate(s) of Insurance or other evidence of insurance acceptable to the City of Visalia, which shall be provided by CONSULTANT’s insurance company as evidence of the stipulated coverages. This Proof of Coverage shall then be mailed to the City of Visalia at the following address:

City of Visalia
707 W. Acequia
Visalia, CA 93291
Attn: Purchasing Division
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0354 Agenda Date: 10/2/2023 Agenda #: 5.

Agenda Item Wording:

Authorize the City Manager to enter into a not to exceed contract for $271,140 with Odell Engineering for professional consulting services for Phase VI of the Riverway Sports Park, encompassing enhancements north of the existing park area. These enhancements include the community dog park and overflow parking lot.

Deadline for Action: None
Submitting Department: Administration - CIP Engineering Contact Name and Phone Number:

Jaklin H Rowley, Assistant Engineer, [email protected], (559) 713-4369 Frank Senteno, City Engineer, [email protected], (559) 713-4331 Alvin Dias, Parks and Facilities Manager, [email protected], (559) 713-4564 Nick Mascia, Assistant City Manager, [email protected], (559) 713-4323 Department Recommendation:

Staff recommends that the City Council authorize the City Manager to award the design contract to Odell Engineering for professional consulting services to prepare plans, specifications, and estimates for Phase VI of the Riverway Sports Park Project in the amount total not to exceed of $271,140. The allocation will be split as follows $126,809 for the community dog park and $144,331 for the remaining elements of the total project including the paving of the overflow parking lot (respective Project numbers: 3010-72000/CP0612-999 & 3010-72000/CP0299-999).

Background Discussion:

The City is seeking the services of a Consultant to develop the Plans, Specifications, and Estimates (PS&E) necessary for Phase VI of the Riverway Sports Park Project. This phase aims to enhance the area north of the existing Riverway Sports Park by creating a comprehensive plan. It involves designing an off-leash dog park as well as a paved overflow parking lot (see attachment A - Vicinity Map). In addition to producing the PS&E documents, the consultant will collaborate with city staff to refine project deliverables, amenities, and the design itself at key milestones.

With the introduction of the Prop 68 Grant through the 2018-2019 California State Budget, municipalities gained the opportunity to apply for the Prop 68 Per Capita Grant Program. To be eligible, applications needed to be submitted by November 1, 2019, to the Office of Grants and Local Services (OGALS). The California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access for All Act of 2018 - Per Capita Grant Program, funded by the State of California Natural Resources Agency Department of Parks and Recreation Office of Grants and Local Services (OGALS), allocated $177,952 to the City of Visalia. This grant program supports local park rehabilitation, creation, and improvement projects on a per capita basis.

The Parks and Recreation Department convened to strategize on the most beneficial use of the grant funding for Visalia residents. Various factors such as grant criteria, funding amount, areas within Visalia City Council Page 1 of 5 Printed on 9/29/2023
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File #: 23-0354 Agenda Date: 10/2/2023 Agenda #: 5.
funding for Visalia residents. Various factors such as grant criteria, funding amount, areas within Visalia's park system in need, City-owned properties, and the ability to sustain the project were extensively considered. After thorough discussion and research, the staff reached a consensus that a new community dog park would be the optimal project aligned with the allocated funding. This decision was endorsed by the Parks and Recreation Commission and subsequently approved by the Council on June 7, 2021.

An update was provided by City staff to the Parks and Recreation Commission on September 13th, 2022. This update conveyed the necessity for additional funds beyond the grant to fully realize the design and construction of the dog park. Despite this, the commission expressed their continued interest in pursuing the project if supplementary funds were available. On February 6th, 2023, Council approved the additional funding required to complete the community dog park. Furthermore, they expanded the project's scope to encompass the design and construction of a permanent overflow parking area. This enlarged endeavor is now identified as Phase VI of the Riverway Sports Park project.

Selection Process:

The City of Visalia has received two (2) proposals in response to the advertised Request for Proposals, RFP 22-23-56, seeking Professional Design Services for Phase VI. These proposals were received on August 16th, 2023, one from Odell Engineering located in Modesto, CA, and another from 4Creeks located in Visalia, CA.

To ensure a thorough and fair evaluation of the consultants' proposals, a review committee was assembled. This committee diligently reviewed and scored the proposals, providing detailed comments during the process. The primary objective was to select a consultant who demonstrated the highest level of qualification for the project and a comprehensive understanding of the scope of work. Through the review committee's evaluations, Odell Engineering was identified as the most qualified candidate due to their meticulously outlined and well-structured proposal.

It is worth noting that our staff has a history of collaboration with Odell Engineering, particularly in their assistance with preliminary grant applications for the Inclusive Park Project. Given their proven expertise, Odell Engineering has been chosen as the designated design consultant for Phase VI of the Riverway Sports Park Project.

Project Timeline:

The project's progression is outlined through a series of pivotal milestones, each closely tied to a specific completion date. Beginning with the Property Annexation stage slated for Fall 2024, the parcel set for the dog park will be officially brought into the city from the County setting the stage for subsequent phases. As Winter 2024 approaches, the focus will shift to Public Engagement, where community involvement will be sought for elements within the project. Moving forward, the Design Completion milestone is set for the Summer of 2025. During this phase, the details of the project's architectural and functional aspects will be finalized. This careful planning then paves the way for the Request for Bids (RFB) phase in Fall of 2025, enabling contractors to submit competitive proposals based on the project's well-defined parameters. The final milestone will be the Construction Completion projected for Fall of 2026. At this point, the project's vision will have transformed into a tangible reality, and the new phase of the Riverway Sports Park will be completed. Additional details are broken out below by milestone:

1. Preliminary Concept Submission (completed): Staff submitted the preliminary concept to Visalia City Council Page 2 of 5 Printed on 9/29/2023
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File #: 23-0354 Agenda Date: 10/2/2023 Agenda #: 5.

1. Preliminary Concept Submission (completed): Staff submitted the preliminary concept to the community development department to receive comments on the potential project entitlements. This resulted in learning that the parcel for the dog park must be annexed prior to the approval of the project's SPR.

2. Annexation (6 months): Annexation must be completed before the Site Plan Review (SPR) can be approved. Assuming no issues arise, this process is estimated to take 6 months.

3. Design (1 year): The design team will have 1 year, after the completion of the annexation, to complete the project design including all construction documents, CEQA, public outreach, and building permits. Staff is exploring the option to have the design team work on the design concurrently with annexation, to potentially save a few months’ time.

4. Request for Bids (RFB) (6 months): Once the design package is complete, Staff can begin coordinating the RFB, a process that typically takes 3-4 months. Subsequently, the project will be advertised for 1 month, followed by an additional 1.5 months for council approval and contract signing, totaling approximately 6 months.

5. Construction (6-8 months): Construction will commence and is estimated to take 6-8 months.

6. Final Inspections, Approvals, and NOC (2 months)
In total, the project is estimated to take approximately 3 years to complete, broken down as follows:
· 1.5 years for design, annexation, CEQA, and permits.
· 6 months for advertising and contract award.
· 1 year for construction and final inspections.

Fiscal Impact:

The Community Dog Park is being tracked separately from the remaining elements of the total Phase VI of the Riverway Sports Park project including the paving of the overflow parking lot. Notably, the City has been granted $177,952 dedicated to the development of the Community Dog Park project.

No matching funds are required for this grant. However, the City has allocated funds from the Park Impact Fee fund to ensure the comprehensive design and successful completion of the project.

Outlined below is a preliminary project budget summary based on a concept-level construction estimate. Soft costs have been calculated as a percentage of the construction costs. It's important to acknowledge that this budget will undergo further refinement and evolution as our staff advances through the design phase. As of now, the preliminary project budget stands as follows:

Budget Summary: CP0612 Community Dog Park - Phase VI of the Riverway Sports Park Project Funding
Allocated Grant Funds (Dog Park) $177,952
Parks & Rec Impact Fee Fund (211) $114,000
Total Project Funding (CP0612) $291,952
Visalia City Council Page 3 of 5 Printed on 9/29/2023
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File #: 23-0354 Agenda Date: 10/2/2023 Agenda #: 5. Budget Summary: CP0612 Community Dog Park - Phase VI of the Riverway Sports Park Project Funding
Allocated Grant Funds (Dog Park) $177,952
Parks & Rec Impact Fee Fund (211) $114,000
Total Project Funding (CP0612) $291,952
Estimated Project Costs:

Estimated Construction Cost $111,132
Architect/Engineer/Annexation $126,809
Surveying (2%) $5,839
City Staff Time (8%) $23,356
Construction Contingency (5%) $14,598
Construction Inspection (1.5%) $4,379
Materials Testing (2%) $5,839
Total Estimated Project Costs: $291,952
Budget Summary: CP0299 - Phase VI of the Riverway Sports Park (includes overflow parking lot) Project Funding
Total Project Funding (CP0299) Parks & Rec Impact Fee Fund (211) $1,750,000 Estimated Project Costs:

Estimated Construction Cost $949,419
Architect/Engineer $144,331
Surveying (5%) $87,500
City Staff Time (10%) $175,000
Construction Contingency (15%) $262,500
Construction Inspection (5%) $87,500
Materials Testing (2.5%) $43,750
Total Estimated Project Costs: $1,750,000
Prior Council Action:

June 7, 2021
Approval to adopt Resolution No. 2021-28 approving the application accepting the requirements set forth and appropriating funds by the California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access for All Act of 2018 - Per Capita Grant Program funded by the State of California Visalia City Council Page 4 of 5 Printed on 9/29/2023
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File #: 23-0354 Agenda Date: 10/2/2023 Agenda #: 5.
and Outdoor Access for All Act of 2018 - Per Capita Grant Program funded by the State of California Natural Resources Agency Department of Parks and Recreation Office of Grants and Local Services (OGALS) for local park rehabilitation, creation, and improvement grants to local governments on a per capita basis, for the construction of a new community dog park at Riverway Sports Park.

February 6, 2023
Council approved the City Manager to appropriate $1.7M for Phase VI of the Riverway Sports Park.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City manager to enter into a contract with Odell Engineering for professional consulting services to prepare plans, specifications, and estimates for Phase VI of the Riverway Sports Park Project in the amount not to exceed $271,140.

Environmental Assessment Status:

TBD
CEQA Review:

Expected - Catagorical Exemption
Attachments:

1. Vicinity Map

2. Odell Engineering Ownership Disclosure

3. Odell Engineering Proposal Budget
Visalia City Council Page 5 of 5 Printed on 9/29/2023
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Version: 1.0
9/25/2023
Project Fees by Task
PROJECT #: M3822
PROJECT: Riverway Sports Park Phase VI (Dog Park)
CLIENT: City of Visalia
DATE: 9/25/2023
Principal
Senior Civil Engineer
Assistant Engineer 2
Senior Landscape
Architect 2
Landscape Architect 2
Landscape Designer 2
CADD Operator 2
Survey Manager
Senior Surveyor 2
Surveyor 2
Survey Crew 2-man
(prevailing wage)
Admin
Reimbursables
Kleinfelder
Crawford & Bowen
GEI
Hours
Task Subtotal
Task Total Fee
$295.00 $230.00 $155.00 $210.00 $180.00 $155.00 $125.00 $215.00 $200.00 $160.00 $416.00 $110.00

54.5 $12,118 $12,154

1.1 Design Meetings (10 Virtual) 1.5 5 5 11.5 $2,493 $2,493

1.2 Design Meetings (2 in Person) 4 8 8 180 20 $4,640 $4,658

1.3 Construction Meetings (5 Virtual) 1 3 3 7 $1,525 $1,525

1.4 Construction Meetings (2 In Person) 8 8 180 16 $3,460 $3,478 189 $41,257 $41,348

2.1 Coordination 6 2 1 9 $1,340 $1,340

2.2 Field Survey 2 4 20 26 $9,390 $9,390

2.3 Data Processing 2 4 6 $1,070 $1,070

2.4 Drafting 20 20 $2,500 $2,500

2.5 Research 2 3 5 $910 $910

2.6 Traffic Study 0 $0 $0

2.7 Annexation, General Plan Amendment Application, CEQA CE 40 3 $912 43 $10,592 $10,683

2.8 Prepare Annexation Exhibit 1 4 2 2 9 $1,450 $1,450

2.9 Prepare Annexation Legal and Closures 2 3 5 $730 $730

2.10 Submittal to City 16 1 2 19 $4,200 $4,200

2.11 Comments 2 2 3 1 8 $1,450 $1,450

2.12 Peer Review 1 12 4 6 8 6 2 39 $7,625 $7,625
43 $7,030 $7,039

3.1 Site Visit 4 90 4 $810 $819

3.2 Contextual Analysis 2 2 4 $670 $670

3.3 Sun/Shade Patterns 0 $0 $0

3.4 Utility Review 1 2 3 $540 $540

3.5 Permits/Easements/Agreements 0 $0 $0

3.6 Conceptual Site Plans 2 30 32 $5,010 $5,010
3 $590 $590

4.1 Schematic Design Report 1 2 3 $590 $590

4.2 Initial Schematic Design Drawings 0 $0 $0

4.3 100% Schematic Design Drawings 0 $0 $0

4.4 Response to City Comments Matrix 0 $0 $0
124 $32,340 $33,395

5.1 30% Design Development Plans 4 4 6 46 $10,550 60 $20,520 $21,575

5.2 30% Design Development Technical Specifications 4 2 4 4 14 $2,680 $2,680

5.3 60% Design Development Plans 4 4 4 20 32 $5,580 $5,580

5.4 60% Design Development Technical Specifications 4 4 6 2 16 $3,150 $3,150

5.5 Response to City Comments Matrix 1 1 2 $410 $410

5.6 Updated Schematic Design Report 0 $0 $0
92 $16,270 $16,270

6.1 90% Construction Documents 2 2 4 24 32 $5,320 $5,320

6.2 90% Construction Documents Technical Specifications 2 2 10 14 $2,680 $2,680

6.3 100% Construction Documents 2 4 4 20 30 $5,120 $5,120

6.4 100% Construction Documents Technical Specifications 2 4 8 14 $2,740 $2,740

6.5 Response to City Comments Matrix 1 1 2 $410 $410

6.6 Updated Schematic Design Report 0 $0 $0
14 $3,010 $3,019

7.1 Plans and Specifications Reproduction 0 $0 $0

7.2 Attend Pre Bid Meeting 3 4 90 7 $1,500 $1,509

7.3 Preparation of Addenda and Transmittals 2 2 4 $820 $820

7.4 Review of and Written Bid Evaluations 2 2 $460 $460

7.5 Recommending Award 1 1 $230 $230
60 $12,940 $12,994

8.1 Attend Pre Construction Meeting 3 4 90 7 $1,500 $1,509

8.2 Inspection of Contractors Work (3 Site Visits) 9 8 270 17 $3,780 $3,807

8.3 Review and Approve Contractor Schedul, RFIs, Submittals 4 2 6 $1,280 $1,280

8.4 Provide Clarification and Interpretations of CDs 4 2 6 $1,280 $1,280

8.5 Review Testing Program 1 1 $230 $230

8.6 Review Change Orders 2 2 $460 $460

8.7 Prepare Punch List 2 2 4 $820 $820

8.8 Final Inspection and Acceptance 2 4 90 6 $1,270 $1,279

8.9 Prepare As-Builts 1 2 3 $590 $590

8.10 One Year Inspection 4 4 90 8 $1,730 $1,739

7.5 163 2 26 116 148 36 14 13 31 20 3 580
$2,213 $37,490 $310 $5,460 $20,880 $22,940 $4,500 $3,010 $2,600 $4,960 $8,320 $330 $1,080 $10,550 $912 $0 $125,555 $126,809 $108 $1,055 $91 $0
$2,213 $37,490 $310 $5,460 $20,880 $22,940 $4,500 $3,010 $2,600 $4,960 $8,320 $330 $1,188 $11,605 $1,003 $0 $126,809 32 $47,975 $52,117
A1.1 Location Hydraulic Study / Floodplain Evaution Report (Optional) 4 $20,000 4 $20,920 $22,920 A1.2 Full CEQA Evaluation 2 $12,350 2 $12,810 $14,045
A1.3 Potholing $9,065 0 $9,065 $9,972
A1.4 Public Outreach Assistance (2 Meetings) 10 16 26 $5,180 $5,180 0 16 0 0 16 0 0 0 0 0 0 0 0 32
$0 $3,680 $0 $0 $2,880 $0 $0 $0 $0 $0 $0 $0 $0 $9,065 $12,350 $20,000 $47,975 $52,117 $0 $907 $1,235 $2,000
$0 $3,680 $0 $0 $2,880 $0 $0 $0 $0 $0 $0 $0 $0 $9,972 $13,585 $22,000 $52,117 O'Dell Engineering

TASK/DESCRIPTION
TASK 1 - PROGRESS MEETINGS
TASK 2 - ANNEXATION
Subcons.

TOTAL HOURS
TASK 3 - SITE ANALYSIS AND COMPREHENSIVE PLAN
Tasks
TASK 4 - SCHEMATIC DESIGN
TASK 5 - DESIGN DEVELOPMENT
TASK 6 - CONSTRUCTION DOCUMENTS
CONSULTANT MARK-UP 10%
TASK 7 - BIDDING PHASE
TASK 8 - CONSTRUCTION OVERSIGHT

GRAND TOTAL INCLUDED TASKS

TOTAL COST

TOTAL OPTIONAL COST
CONSULTANT MARK-UP 10%

GRAND TOTAL OPTIONAL TASKS
A1 - OPTIONAL TASKS

TOTAL OPTIONAL HOURS
O'Dell Engineering
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Version: 1.0
9/25/2023
Project Fees by Task
PROJECT #: M3822
PROJECT: Riverway Sports Park Phase VI (Parking Lot)
CLIENT: City of Visalia
DATE: 9/25/2023
Principal
Senior Civil Engineer
Assistant Engineer 2
Senior Landscape
Architect 2
Landscape Architect 2
Landscape Designer 2
CADD Operator 2
Survey Manager
Senior Surveyor 2
Surveyor 2
Survey Crew 2-man
(prevailing wage)
Admin
Reimbursables
Reproduction Costs
Kleinfelder
Advanced Mobility
Group
Hours
Task Subtotal
Task Total Fee
$295.00 $230.00 $155.00 $210.00 $180.00 $155.00 $125.00 $215.00 $200.00 $160.00 $416.00 $110.00 48 $10,200 $10,236

1.1 Design Meetings (10 Virtual) 5 5 10 $2,050 $2,050

1.2 Design Meetings (2 in person) 8 8 180 16 $3,460 $3,478

1.3 Construction Meetings (5 Virtual) 3 3 6 $1,230 $1,230

1.4 Construction meetings (2 In Person) 8 8 180 16 $3,460 $3,478 149 $57,141 $59,598

2.1 Coordination 1 4 2 1 8 $1,320 $1,320

2.2 Topographic Survey 3 28 8 4 12 26 2 83 $19,861 $19,861

2.3 Utility Research 10 2 4 16 $2,320 $2,320

2.4 Conceptual Boundary Survey 8 3 2 4 5 22 $4,765 $4,765

2.5 Research 2 2 $460 $460

2.6 Traffic Study 6 $24,570 6 $25,950 $28,407

2.7 Comments 2 1 3 $570 $570

2.8 Peer Review 1 6 2 9 $1,895 $1,895
31 $5,255 $5,264

3.1 Site Visit 4 90 4 $810 $819

3.2 Contextual Analysis 1 1 2 $335 $335

3.3 Sun/Shade Patterns 0 $0 $0

3.4 Utility Review 1 2 3 $540 $540

3.5 Permits/Easements/Agreements 0 $0 $0

3.6 Comprehensive Plan 2 2 18 22 $3,570 $3,570
12 $1,920 $1,920

4.1 Schematic Design Report 1 2 2 5 $810 $810

4.2 Initial Schematic Design Drawings 0 $0 $0

4.3 100% Schematic Design Drawings 0 $0 $0

4.4 Response to City Comments Matrix 0 $0 $0

4.5 Comprehensive Plan Revisions 1 6 7 $1,110 $1,110
198 $32,010 $32,170

5.1 30% Design Development Plans 8 12 2 4 28 48 $1,600 102 $16,780 $16,940

5.2 30% Design Development Technical Specifications 6 6 1 4 8 25 $3,990 $3,990

5.3 60% Design Development Plans 6 12 2 1 12 24 57 $8,700 $8,700

5.4 60% Design Development Technical Specifications 2 2 4 2 2 12 $2,130 $2,130

5.5 Response to City Comments Matrix 1 1 2 $410 $410

5.6 Updated Schematic Design Report 0 $0 $0
105 $16,670 $16,670

6.1 90% Construction Documents 4 20 2 8 24 58 $8,620 $8,620

6.2 90% Construction Documents Technical Specifications 1 6 1 8 $1,420 $1,420

6.3 100% Construction Documents 3 4 2 2 6 8 25 $4,020 $4,020

6.4 100% Construction Documents Technical Specifications 1 2 8 1 12 $2,200 $2,200

6.5 Response to City Comments Matrix 1 1 2 $410 $410

6.6 Updated Schematic Design Report 0 $0 $0
14 $3,010 $3,019

7.1 Plans and Specifications Reproduction 0 $0 $0

7.2 Attend Pre Bid Meeting 3 4 90 7 $1,500 $1,509

7.3 Preparation of Addenda and Transmittals 2 2 4 $820 $820

7.4 Review of and Written Bid Evaluations 2 2 $460 $460

7.5 Recommending Award 1 1 $230 $230
81 $15,400 $15,454

8.1 Attend Pre Construction Meeting 3 4 90 7 $1,500 $1,509

8.2 Inspection of Contractors Work (3 Site Visits) 9 8 270 17 $3,780 $3,807

8.3 Review and Approve Contractor Schedul, RFIs, Submittals 2 3 2 7 $1,285 $1,285

8.4 Provide Clarification and Interpretations of CDs 2 3 2 7 $1,285 $1,285

8.5 Review Testing Program 1 2 3 $540 $540

8.6 Review Change Orders 1 2 3 $540 $540

8.7 Prepare Punch List 1 4 2 7 $1,210 $1,210

8.8 Final Inspection and Acceptance 1 4 4 90 9 $1,660 $1,669

8.9 Prepare As-Builts 1 2 4 4 11 $1,710 $1,710

8.10 One Year Inspection 2 4 4 90 10 $1,890 $1,899
4 107 78 12 98 89 158 15 6 21 31 19 1080 0 638
$1,180 $24,610 $12,090 $2,520 $17,640 $13,795 $19,750 $3,225 $1,200 $3,360 $12,896 $2,090 $1,080 $0 $1,600 $24,570 $141,606 $144,331 $108 $0 $160 $2,457
GRAND TOTAL $1,180 $24,610 $12,090 $2,520 $17,640 $13,795 $19,750 $3,225 $1,200 $3,360 $12,896 $2,090 $1,188 $0 $1,760 $27,027 $144,331

TOTAL COST
CONSULTANT MARK-UP 10%
TASK 7 - BIDDING PHASE
TASK 8 - CONSTRUCTION OVERSIGHT

TOTAL HOURS
TASK 3 - SITE ANALYSIS AND COMPREHENSIVE PLAN
Tasks
TASK 4 - SCHEMATIC DESIGN
TASK 5 - DESIGN DEVELOPMENT
TASK 6 - CONSTRUCTION DOCUMENTS
O'Dell Engineering

TASK/DESCRIPTION
TASK 1 - PROGRESS MEETINGS
TASK 2 - TOPOGRAPHIC SURVEY AND TRAFFIC STUDY
Subcons.

O'Dell Engineering
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138
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0359 Agenda Date: 10/2/2023 Agenda #: 6.

Agenda Item Wording:

Second reading and adoption of Ordinance No. 2023-08 pertaining to Specific Plan No. 2021-06 and entering into a development agreement: A request to establish a new specific plan (Pratt Family Ranch Specific Plan) on 95.56 acres, including districts for low density residential, medium density residential, and parks and open space, and establishment of lots below minimum lot size. Full buildout of the plan will accommodate approximately 541 dwelling units and 8.3 acres of parks & open space, to be developed across Urban Development Boundary Tiers II and III. A development agreement has been prepared with the specific plan in accordance with General Plan Policy LU-P-22 to address development terms for the project, including development within the Urban Growth Boundary Tier III. The project site is located North of Riverway Drive on the west and east sides of North Mooney Boulevard. (APN: 078-010-025, 028, 029; 078-110-022, 023) Deadline for Action: 10/2/2023
Submitting Department: Community Development
Contact Name and Phone Number:

Brandon Smith, Principal Planner, (559) 713-4636, [email protected] <mailto:[email protected]>;
Paul Bernal, Community Development Director, (559) 713-4025, [email protected] Department Recommendation:

Staff recommends that the City Council conduct the second reading and adopt Ordinance No. 2023- 08 for Specific Plan No. 2021-06 and the development agreement.

Summary:

On September 5, 2023, the City Council held a public hearing to consider General Plan Amendment No. 2021-05, Specific Plan No. 2021-06, and Annexation No. 2021-04. The entire project is a request to establish a new residential community on 95 acres, consisting of a 541-lot single-family residential neighborhood with both public and private streets, along with 8.3 acres of parks and open space. The Specific Plan was requested to establish a master land use plan and planned residential development for the entire site and serve as a policy document which addresses development standards, infrastructure planning, and street/trail development.

During the item’s public hearing, only the applicant’s representative spoke to the item to address questions. The City Council voted (5-0) to approve the General Plan Amendment, initiate the Annexation, and to conduct the First Reading of Ordinance No. 2023-08 for the Specific Plan, which includes authorization to enter into a Development Agreement.

The second reading of the Ordinance is the final action the City Council takes for Specific Plan No. 2021-06 to take effect. Following the second reading and Council adoption, the ordinance will go into Visalia City Council Page 1 of 3 Printed on 9/29/2023
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File #: 23-0359 Agenda Date: 10/2/2023 Agenda #: 6.
effect 30 days following adoption of the second reading.

Background Discussion:

The Specific Plan, along with the General Plan Amendment and Annexation, will facilitate the development of the Pratt Family Ranch master-planned development (see Attachment “1” which includes the project’s master land use plan), including a 247-unit tentative subdivision map previously approved by the Planning Commission.

A Development Agreement has been prepared by staff to accompany the proposed project (see Attachment “4”) based upon the proposal of a master-planned site that spans between Urban Development Boundary Tiers II and III. General Plan Land Use Policy LU-P-22 allows for masterplanned sites that are under a single ownership or unified control to be annexed and developed, subject to the City Council approval of a master plan (in this case, a specific plan) and a development agreement.

The Development Agreement has been updated to reflect the change requested by the applicant to Article 2.2 of the agreement, wherein the requirement to issue 85% of building permits in the subdivision applies to the entire subdivision within Tier II, and does not require the building out of Sub Phases 1 and 2. This change was accepted by staff, as discussed in the September 5, 2023 agenda item staff report.

Fiscal Impact:

None.

Prior Council Action:

On September 5, 2023, Council voted (5-0) to approve the General Plan Amendment, initiate the Annexation, and to conduct the First Reading of Ordinance No. 2023-08 for Specific Plan No. 2021- 06, which includes authorization to enter into a Development Agreement.

Committee/Commission Review and Action:

The Planning Commission conducted a public hearing on August 14, 2023, to consider the project and request for the Pratt Family Ranch Tentative Subdivision Map on the project site. Planning Commissioners made a motion for each individual entitlement, and each item passed on a 4-0 vote (Commissioner Hansen absent), resulting in approval of the tentative subdivision map as proposed and recommendations that the City Council approve the Specific Plan and General Plan Amendment, and initiate the Annexation request. Three neighbors spoke in opposition or with concerns to the proposed project at the meeting.

Alternatives: None.

Recommended Motion (and Alternative Motions if expected):

I move to approve the second reading of Ordinance No. 2023-08 for Specific Plan No. 2021-06.

Environmental Assessment Status:

An Initial Study and Mitigated Negative Declaration were prepared for the proposed project. Initial Study and Mitigated Negative Declaration No. 2023-37 disclosed that environmental impacts are determined to be less than significant with the incorporation of mitigation to address significant impacts to the following resources: Agricultural, Biological Resources, Cultural Resources, Geology, Noise, and Traffic. With the mitigation incorporated into the project, staff concludes that Initial Study and Mitigated Negative Declaration No. 2023-37 adequately analyzes and addresses the proposed Visalia City Council Page 2 of 3 Printed on 9/29/2023 powered by Legistar™140
File #: 23-0359 Agenda Date: 10/2/2023 Agenda #: 6.
and Mitigated Negative Declaration No. 2023-37 adequately analyzes and addresses the proposed project and reduces environmental impacts to a less than significant level. The City Council adopted this environmental review on September 5, 2023. No further action is needed for the 2nd reading.

CEQA Review:

An Initial Study was prepared for this project, consistent with the California Environmental Quality Act (CEQA), which disclosed that environmental impacts are determined to be not significant with the inclusion of mitigation measures. Staff concluded that Initial Study / Mitigated Negative Declaration No. 2023-37 adequately analyzes and addresses the proposed project and reduces environmental impacts to a less than significant level. The City Council adopted this environmental review on September 5, 2023. No further action is needed for the 2nd reading.

Attachments:
· Ordinance No. 2023-08 for Specific Plan No. 2021-06
· Attachment 1: Pratt Family Ranch Specific Plan
· Attachment 2: Gated Lot Model Floor Plans
· Attachment 3: Gated Lot Model Elevations
· Attachment 4: Development Agreement
· Aerial Photo
Visalia City Council Page 3 of 3 Printed on 9/29/2023
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Ordinance No. 2023-08
ORDINANCE NO. 2023-08

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VISALIA APPROVING SPECIFIC PLAN NO. 2021-06: A REQUEST TO ESTABLISH A NEW SPECIFIC PLAN (PRATT FAMILY RANCH SPECIFIC PLAN) ON 95.56 ACRES, INCLUDING DISTRICTS

FOR LOW DENSITY RESIDENTIAL, MEDIUM DENSITY RESIDENTIAL, AND PARKS AND OPEN SPACE, AND ESTABLISHMENT OF LOTS BELOW MINIMUM LOT SIZE. FULL BUILDOUT OF THE PLAN WILL ACCOMMODATE APPROXIMATELY 541 DWELLING UNITS AND 8.3 ACRES OF PARKS & OPEN SPACE, TO BE DEVELOPED ACROSS URBAN DEVELOPMENT BOUNDARY TIERS II AND III. A DEVELOPMENT AGREEMENT HAS BEEN

PREPARED WITH THE SPECIFIC PLAN IN ACCORDANCE WITH GENERAL PLAN POLICY LU-P-22 TO ADDRESS DEVELOPMENT TERMS FOR THE PROJECT, INCLUDING DEVELOPMENT WITHIN THE URBAN GROWTH BOUNDARY TIER III. THE PROJECT SITE

IS LOCATED NORTH OF RIVERWAY DRIVE ON THE WEST AND EAST SIDES OF MOONEY BOULEVARD. (APN: 078-010-025, 028, 029; 078-110-022, 023) WHEREAS, Specific Plan No. 2021-06 is a request to establish a new specific plan (Pratt Family Ranch Specific Plan) on 95.56 acres, including districts for low density residential, medium density residential, and parks and open space, and establishment of lots below minimum lot size. Full buildout of the plan will accommodate approximately 541 dwelling units and 8.3 acres of parks & open space, to be developed across Urban Development Boundary Tiers II and III. A development agreement has been prepared with the specific plan in accordance with General Plan Policy LU-P-22 to address development terms for the project, including development within the Urban Growth Boundary Tier III. The project site is located north of Riverway Drive on the west and east sides of Mooney Boulevard. (APN: 078-010-025, 028, 029; 078-110-022, 023; and,
WHEREAS, the Planning Commission of the City of Visalia, after duly published notice, held a public hearing before said Commission on August 14, 2023; and WHEREAS, the Planning Commission of the City of Visalia considered the Pratt Family Ranch Specific Plan (Specific Plan No. 2021-06) to be in accordance with Chapter 12.04 of the Municipal Code of the City of Visalia based on evidence contained in the staff report and testimony presented at the public hearing; and
WHEREAS, the Planning Commission of the City of Visalia adopted Resolution No. 2023-39 recommending approval of Specific Plan No. 2021-06; and, WHEREAS, the City Council of the City of Visalia, after ten days published notice, held a 1 st reading and public hearing for Specific Plan No. 2021-06 on September 5, 2023, and held a 2 nd reading for Specific Plan No. 2021-06 on October 2, 2023; and, WHEREAS, the City Council of the City of Visalia finds that Pratt Family Ranch Specific Plan (Specific Plan No. 2021-06) has been prepared in accordance with Chapter 12.04 of the Municipal Code of the City of Visalia based on evidence contained in the staff report and testimony presented at the public hearing; and,
142
Ordinance No. 2023-08
WHEREAS, the City Council of the City of Visalia finds that Pratt Family Ranch Specific Plan has been prepared for a residential community that includes low density housing, medium density housing, and parks and open space, and that the community is designed to integrate various modes of transportation including automotive, pedestrian, bicycle, and public transit; and,
WHEREAS, a development agreement has been prepared for this project in accordance with Land Use Policy LU-P-22, which allows for parcels under common ownership or unified control that are within multiple Urban Growth Boundary Tiers to be annexed and developed in accordance with a master plan and development agreement that details the overall site plan development while maintaining the City of Visalia’s interest in maintaining concentric growth through the Urban Growth Boundary Tiers; and,
WHEREAS, currently, the Development is situated in Growth Tiers II and III as defined in the City of Visalia General Plan. In accordance with Policy No. LU-P-22, the Development may be allowed to annex and develop in Tier III while the City is still limiting development approvals to land within the Tier II designation, subject to the terms and conditions stated in this Development Agreement; and,
WHEREAS, the Development Agreement includes criteria that specify under what circumstances development in Growth Tier III map occur; and, WHEREAS, an Initial Study was prepared which disclosed that no significant environmental impacts would result from this project, if recommended mitigation measures were incorporated in the project.

NOW, THEREFORE, BE IT RESOLVED, that a Mitigated Negative Declaration was prepared consistent with the California Environmental Quality Act and City of Visalia Environmental Guidelines.

BE IT FURTHER RESOLVED that the Planning Commission of the City of Visalia recommended that the City Council approve Specific Plan No. 2021-06, and made the following specific findings with regard to Specific Plan No. 2021-06 based on the evidence presented:

1. That the Pratt Family Ranch Specific Plan has been prepared in accordance with adopted local ordinance – in particular, Chapter 12.04 of the Visalia Municipal Code.

2. That the Pratt Family Ranch Specific Plan has been prepared in accordance with adopted State law – in particular, Sections 65450 through 65457 of the California Government Code.

3. That the Pratt Family Ranch Specific Plan is consistent with the Visalia General Plan, and in particular, satisfactorily meets the intent of LU-P-22

4. That an Initial Study was prepared for this project, consistent with CEQA, which disclosed that environmental impacts are determined to be not significant and that Mitigated Negative Declaration No. 2023-37, is hereby adopted. Furthermore, the design of the subdivision and the proposed improvements are not likely to cause substantial environmental damage nor substantially and avoidably injure fish or wildlife or their habitat.

5. That the Pratt Family Ranch Specific Plan is consistent with the intent of the General Plan, Subdivision Ordinance, and Zoning Ordinance, and is not detrimental to the public health, safety, or welfare or materially injurious to properties or improvements in the vicinity. 143
Ordinance No. 2023-08
BE IT FURTHER RESOLVED, the City Council of the City of Visalia approves Specific Plan No. 2021-06, as shown on Attachment “1” of this Ordinance, on the real property described herein, in accordance with the terms of this resolution and under the provisions of Chapter

12.04 of the Ordinance Code of the City of Visalia, and subject to the followings conditions:

1. That the Pratt Family Ranch Specific Plan be adopted in substantial compliance with the Specific Plan attached as Attachment “1” of Ordinance No. 2023-08, except incorporating the following modifications:
a. That separate development standards be utilized for the Low Density Residential neighborhoods having minimum lot sizes of 4,000 and 5,000 square feet as follows:
i. For the minimum 5,000 square foot lots (i.e., 50-foot x 100-foot), City standards specified in Municipal Code Sections 17.12 080 through 17.12.100 be utilized, excepting that rear yards for one-story dwellings may have a minimum 20-foot setback to the rear property line.
ii. For the minimum 4,000 square foot lots (i.e., 45-foot x 90-foot), the Specific Plan’s proposed setbacks in Table 4-2 be utilized.

2. That dwellings on the lots within the Medium Density Residential land use designations and having minimum 2,500 square foot lot area conform to the floor plans and elevations contained within Attachments “2” and “3”, which shall be included as an Appendix to the Pratt Family Ranch Specific Plan, with the exception that exterior wall materials – specifically trim around the windows - shall be applied equally to all sides of the dwelling units where such elevations are visible from public streets.

3. That the Pratt Family Ranch Specific Plan be developed in accordance with the development agreement, attached as Attachment “4”, which shall be signed and recorded prior to the recording of any final maps.
144
Ordinance No. 2023-08
ATTACHMENT “1”

AN ORDINANCE OF THE CITY COUNCIL

ADOPTING THE PRATT FAMILY RANCH SPECIFIC PLAN AS FOLLOWS BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF VISALIA:

Section 1: The following Specific Plan document is hereby adopted.

Refer to the Specific Plan document found in Attachment A of the City Council Agenda Item that includes the Introduction and First Reading of Ordinance No. 2023-08 for Specific Plan No. 2021-06 held on September 5, 2023.
145
Ordinance No. 2023-08
ATTACHMENT “2” and “3”

AN ORDINANCE OF THE CITY COUNCIL

ADOPTING THE PRATT FAMILY RANCH SPECIFIC PLAN
Attachment “2” and “3” of Ordinance No. 2023-08 of the Visalia City Council refers to the floor plans and elevation exhibits found in Attachments 9 and 10 of the City Council Agenda Item that includes the Introduction and First Reading of Ordinance No. 2023-08 for Specific Plan No. 2021-06 held on September 5, 2023. .
146
Ordinance No. 2023-08
ATTACHMENT “4”

AN ORDINANCE OF THE CITY COUNCIL

ADOPTING THE PRATT FAMILY RANCH SPECIFIC PLAN
Attachment “4” of Ordinance No. 2023-08 of the Visalia City Council refers to the development agreement exhibit found in Attachment 14 of the City Council Agenda Item that includes the Introduction and First Reading of Ordinance No. 2023-08 for Specific Plan No. 2021-06 held on September 5, 2023.
147

SPECIFIC PLAN
D.R. HORTON, INC.

PRATT FAMILY RANCH
JULY 2023
148

DRAFT SPECIFIC PLAN

PRATT FAMILY RANCH
Submitted to:

City of Visalia
Community Development Department
315 E. Acequia Avenue, Visalia, CA 93291
(559)713-4300
FAX (559)713-4800
www.visalia.city
Applicant:

D.R. Horton CA-3, Inc
419 W. Murray Avenue, Visalia, CA 93291
(559)636-3864
FAX (559)-901-6263
www.drhorton.com
Consultant:
601 Pollasky Avenue, Suite 301601 Pollasky Avenue, Suite 301 Clovis, CA 93612Clovis, CA 93612
Contact: Ernie Escobedo
Phone: (559) 449-2400(559) 449-2400
Fax: (559) 733-7821
July 2023
© Copyright by Quad Knopf, Inc.

Unauthorized use prohibited.

Project #200180
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Pratt Family Ranch July 2023
D.R. Horton, Inc. Page i
Table of Contents
Preface .......................................................................................................................................................................... 1 Introduction................................................................................................................................................................... 2

2.1 - Purpose .............................................................................................................................................................................................2

2.2 - Plan Area Location & Description.................................................................................................................................................2

2.3 - Concept.............................................................................................................................................................................................2

2.4 - Site Conditions.................................................................................................................................................................................5

2.5 - Surrounding Existing Land Uses...................................................................................................................................................5 Specific Plan, Land Use, and Zoning Applicability ...................................................................................................... 8

3.1 - Guiding Principles............................................................................................................................................................................8

3.2 - City of Visalia General Plan............................................................................................................................................................9

3.3 - Zoning Applicability.......................................................................................................................................................................13

3.4 - Zoning Consistency ......................................................................................................................................................................13

3.4.1 - Zoning Map and Zoning Process ...........................................................................................................................16

3.5 - Overview of the City of Visalia’s Zoning Code..........................................................................................................................16

3.5.1 - Single-Family Residential Zone (R-1-5) .................................................................................................................16

3.5.2 - Multi-Family Residential Zone (R-M-2)..................................................................................................................16

3.5.3 - Development Standards ..........................................................................................................................................17

3.6 - Applicable Entitlement Process..................................................................................................................................................17

3.6.1 - Site Plan Review Application...................................................................................................................................18

3.6.2 - Tentative Subdivision Map Application.................................................................................................................18

3.6.3 - General Plan Amendment and Prezone................................................................................................................18

3.6.4 - Annexation..................................................................................................................................................................18 Project Design and Development Standards ............................................................................................................ 19

4.1 - Design and Development Standards .........................................................................................................................................19

4.1.1 - Relationship to the City of Visalia Municipal Code..............................................................................................23

4.1.2 - Development Standard Hierarchy ..........................................................................................................................23

4.1.3 - Purpose and Compliance.........................................................................................................................................23

4.2 - Low-Density Residential...............................................................................................................................................................23

4.2.1 - Pratt Family Ranch Specific Plan – Low-Density Residential Policies and Standards ................................24

4.3 - Medium-Density Residential........................................................................................................................................................25

4.3.1 - Pratt Family Ranch Specific Plan – Medium-Density Residential Policies and Standards .........................26

4.4 - Signage............................................................................................................................................................................................27 150
Pratt Family Ranch July 2023
D.R. Horton, Inc. Page ii

4.4.1 - Signage Policies.........................................................................................................................................................27

4.4.2 - Sign Design.................................................................................................................................................................28

4.5 - Fencing and Walls .........................................................................................................................................................................32

4.5.1 - Wall and Fence Policies and Standards................................................................................................................32

4.6 - Streetscape and Lighting.............................................................................................................................................................36

4.6.1 - Lighting Policies and Standards .............................................................................................................................36

4.7 - Landscaping...................................................................................................................................................................................39

4.8 - Elements of Project Design .........................................................................................................................................................39

4.8.1 - Site Planning...............................................................................................................................................................39

4.8.2 - Architecture ................................................................................................................................................................44 Circulation ................................................................................................................................................................... 45

5.1 - Circulation.......................................................................................................................................................................................45

5.2 - Entryways........................................................................................................................................................................................49

5.3 - Public Transit .................................................................................................................................................................................49

5.4 - Parking Requirements..................................................................................................................................................................49

5.5 - Pedestrian Circulation ..................................................................................................................................................................50

5.5.1 - Circulation Policies and Standards ........................................................................................................................50 Infrastructure .............................................................................................................................................................. 51

6.1 - Street Improvements....................................................................................................................................................................51

6.2 - Water................................................................................................................................................................................................52

6.3 - Sanitary Sewer...............................................................................................................................................................................52

6.4 - Storm Drain.....................................................................................................................................................................................52

6.5 - Gas/Electric/Telephone ...............................................................................................................................................................52 Administration and Implementation ......................................................................................................................... 53

7.1 - Specific Plan Administration.......................................................................................................................................................53

7.2 - Implementation..............................................................................................................................................................................53

7.2.1 - Substantial Conformance with the Specific Plan................................................................................................53

7.3 - Amendments to the Adopted Specific Plan .............................................................................................................................53

7.3.1 - Procedure....................................................................................................................................................................53

7.4 - Phasing............................................................................................................................................................................................54

7.5 - Maintenance...................................................................................................................................................................................55

7.6 - Financing.........................................................................................................................................................................................56

7.6.1 - The City of Visalia’s Development Impact Fees ..................................................................................................56

7.6.2 - Landscape and Lighting Maintenance District (LLMD)......................................................................................57

7.6.3 - Homeowners Associations .....................................................................................................................................57 151
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7.7 - Relationship of Specific Plan to Environmental Document...................................................................................................57

7.8 - Reimbursement.............................................................................................................................................................................58 List of Figures
Figure 2-1 Regional Map.........................................................................................................................................................................3 Figure 2-2 Plan Area Site.........................................................................................................................................................................4 Figure 2-3 Existing Land Use..................................................................................................................................................................6 Figure 2-4 Current Zoning Designation (Tulare County)...................................................................................................................7 Figure 3-1 Current General Plan Land Use ........................................................................................................................................10 Figure 3-2 Proposed General Plan Land Use ....................................................................................................................................11 Figure 3-3 Current Zoning (City of Visalia) ........................................................................................................................................14 Figure 3-4 Proposed Zoning.................................................................................................................................................................15 Figure 4-1 Plan Area Concept Plan ....................................................................................................................................................20 Figure 4-2 Site Plan for Low-Density Residential Area....................................................................................................................21 Figure 4-3 Site Plan for Medium-Density Residential Area.............................................................................................................22 Figure 4-4 Signage Location ................................................................................................................................................................29 Figure 4-5a Signage Examples ............................................................................................................................................................30 Figure 4-5b Signage Examples (Colored)..........................................................................................................................................31 Figure 4-6a Fence Types.......................................................................................................................................................................33 Figure 4-6b Fence Types (Colored).....................................................................................................................................................34 Figure 4-7 Fencing/Wall Type Location .............................................................................................................................................35 Figure 4-8a Plan Area Lighting.............................................................................................................................................................37 Figure 4-8b Plan Area Lighting.............................................................................................................................................................38 Figure 4-9 Landscaping Palette...........................................................................................................................................................40 Figure 4-10 Landscaping Detail...........................................................................................................................................................41 Figure 4-11 Colors and Materials........................................................................................................................................................42 Figure 4-12 Dog Park Concept.............................................................................................................................................................43 Figure 5-1 Circulation Plan ...................................................................................................................................................................46 Figure 5-2 Street Cross Section #1-4 .................................................................................................................................................47 Figure 5-3 Street Cross Section #4-5 .................................................................................................................................................48 List of Tables
Table 3-1 Plan Area Land Use Sizes.....................................................................................................................................................9 Table 3-2 Plan Area Land Use Sizes...................................................................................................................................................16 Table 4-1 Pratt Family Ranch Land Uses ..........................................................................................................................................19 Table 4-2 Low-Density Residential Development Standards.........................................................................................................24 Table 4-3 Medium-Density Residential Development Standards..................................................................................................25 152
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Table 6-1 Plan Area Utility Provider ....................................................................................................................................................51 Table 7-1 HOA or other maintenance District Responsibilities .....................................................................................................55

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Preface
The location of the Pratt Family Ranch Specific Plan
(Specific Plan) is a site with historical relevance to the City of Visalia. The Pratt Family has lived in Visalia for generations and has made a positive impact on the
community as a whole. Willis Layton Pratt, his wife,
Mary Jane, and their children moved to the Visalia area in 1881. They purchased a large tract of land near what was then the very edge of town, north of the intersection of Houston Avenue and Santa Fe Street, where they
farmed, raised cattle and hogs, and operated a dairy.

They established the very first creamery in Visalia,
providing dairy products to the community.

Willis’ son, Thomas, and later his grandson, Orval,
continued the dairying tradition. In 1926, Orval
purchased land just south of the St. Johns River at what is now the corner of Mooney Boulevard and Pratt
Avenue. The dairy was eventually moved to this site.

Pratt’s Dairy delivered milk in glass bottles to Visalia residents and all the schoolchildren in the Visalia
schools.

The family built a new ranch house on the property in
1935. Orval’s wife, Anna Lorene, helped run the dairy
and was a board member of the Tulare County Farm
Bureau, Tulare County American Cancer Society, and
several other civic organizations. Orval’s son, Glenn
Owen Pratt, took over the dairy business and raised
Hereford cattle there. In 1960, the family ended what
was at the time the longest-running dairy operation in
Visalia. Glenn, his wife, Arlene, and their family
continued to live on the ranch, growing cotton, corn,
milo, and wheat. It is said that they enjoyed sitting
outside the ranch house, watching the Sierra Nevada
change color as the sun set.

Each generation of the Pratt family participated in
various civic organizations to help improve Visalia. In the early 1900s, a levee district was formed to use
property tax revenue from the town to construct and
maintain a levee to protect Visalia from St. Johns River’s floodwaters. Multiple generations of Pratts served as
trustees of Levee District #1. Property tax funding for levee maintenance was eliminated by Proposition 13 in
1978, but Glenn continued to walk the levee as a
volunteer, looking for areas that needed maintenance.

He was honored by the Board of Supervisors for his
lifelong commitment to protecting the city from
flooding when responsibility for maintaining the levee
was transferred to Tulare County in the mid-2000s.

The Pratt Family Ranch neighborhood and this Specific
Plan are named to honor the legacy of the Pratt family’s eight decades of providing milk and dairy products to
the families of Visalia and their seven generations of
civic volunteerism in the community.
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Introduction

2.1 - Purpose
The purpose of the Specific Plan is to provide design
and development standards for a residential
community with parks and trails in north Visalia
consistent with the City of Visalia’s General Plan. The Specific Plan includes policies and standards for each
planned land use type to ensure a high-quality,
compatible development within the Plan Area and with
adjacent uses. The approximate 95-acre Plan Area will
include sites for Low-Density Residential and MediumDensity Residential development and corresponding amenities such as aesthetic lighting fixtures, identified trails, and neighborhood parks.

2.2 - Plan Area Location &
Description
The Specific Plan is located in the north of Visalia and comprises approximately 95 acres (see Figures 2-1 and
2-2). The Specific Plan Area (Plan Area) is bounded by
the St. Johns River to the north and rural residential and uncultivated agricultural land to the east and west, with single-family residential communities to the south
within the city limits of Visalia. The Plan Area will consist of Low-Density Residential and Medium-Density
Residential land use designations, as shown in Figure 3-

1. A portion of the Specific Plan falls within Tier 2,
identified as the anticipated growth through 2030 by the City of Visalia’s General Plan. It is anticipated to be developed by D.R. Horton, a national homebuilder. Tier
3, which accommodates growth beyond 2030, will be
owned and developed by D.R. Horton. The Low-Density
Residential portion of the Plan Area consists of
approximately 51 acres and will result in a minimum of
102 lots. The Medium-Density Residential portion
consists of approximately 26 acres and will result in a minimum of 260 lots. The development of Low-Density
Residential and Medium-Density Residential is
consistent with the City of Visalia’s General Plan land use and zoning designations. It will complement the
existing developing uses in north Visalia. Table 3-1
shows a summary of the acreages of the planned land
uses in the Specific Plan.

2.3 - Concept
The Specific Plan incorporates policies, standards,
designs, and development guidelines that encourage
high-quality, comprehensive new development
consistent with the intent of the General Plan. The
project’s primary goal is to create a “legacy project.” It is envisioned that the Plan Area and surrounding uses will result in a vibrant community with maximum
connectivity to existing and proposed access points.

The proposed conceptual layout of the Plan Area
(Figure 4-1) allows for better connectivity between
developments and encourages future expansion.

Although most people commuting to and from the Plan
Area will travel by automobile, pedestrian connectivity is a featured characteristic of the community. Pedestrian
connectivity promotes a healthier lifestyle, aesthetically pleasing and safe routes to parking spaces, and
connections between neighborhoods. Pedestrian
connections are enhanced through the use of
pedestrian paths and trail networks with rich
landscaping. Circulation by the various modes of travel will be discussed in more detail in Section 4. The
administration, implementation measures, and design
and development standards outlined in this Specific
Plan provide the framework for the development. The
Specific Plan will be developed in concurrence with the adopted development policies and standards of the City
of Visalia, except for deviations that are expanded on in later sections.
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Figure 2-1
Regional Map
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Figure 2-2
Plan Area Site
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2.4 - Site Conditions
The figure above was developed using the existing land
use codes determined by the Tulare County Assessor to
accurately assess the taxes for a property. According to the Tulare County Assessor’s Office, the existing land
uses are described as what is currently on the property and/or what the property is currently being used for. As shown in Figure 2-3, the Plan Area and surrounding
properties are identified as agriculture, except for the St.

Johns River being classified as Miscellaneous and
Public/Quasi Public. South of the Plan Area is primarily categorized as single-family residential. Since the Plan Area is located outside of the City of Visalia, the Plan Area is under the jurisdiction and zone designation of
Tulare County, which is designated as AE-20 and AE-40
(Figure 2-4). These are exclusive agriculture zone
districts. In addition, there are existing structures within the Plan Area. There is an existing single-family
dwelling/farmhouse and a dilapidated barn.

According to an ALTA survey completed in 2020, the
Plan Area is topographically flat. It has an elevation of approximately 320 feet above sea level to the southeast of the property, with a variance of two feet sloping north to south. There is an access easement on the west side
of the property and an irrigation/access easement on
the property’s east side (ALTA/NSPS Land Title Survey
2020). Powerlines run east to west on Pratt Road and
south on Mooney Boulevard. A powerline is also on
Pratt Road’s southside and runs north, crossing onto
the Plan Area. The Plan Area also has telephone lines
running east to west on Pratt Road. There are two
existing irrigation wells on the property and an irrigation vent pipe on the northeast side of the property
(ALTA/NSPS Land Title Survey 2020).

2.5 - Surrounding Existing
Land Uses
The Plan Area is in a developing area of north Visalia.

Surrounding land uses consist of existing single-family residences to the south, agriculture and existing rural single-family residential to the west, vacant land and the St. Johns River to the north, and agricultural land to the east (see Figure 2-3).
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Figure 2-3
Existing Land Use
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Figure 2-4
Current Zoning Designation (Tulare County)
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Specific Plan, Land Use, and
Zoning Applicability

3.1 - Guiding Principles
The Guiding Principles of this Specific Plan are derived from the City of Visalia’s General Plan. A Specific Plan is intended to set parameters and guide development
under its purview to maintain consistency with the City of Visalia’s General Plan. Since the Specific Plan will be consistent with the City’s General Plan, the Specific Plan will implement the policies and goals of the General
Plan (City of Visalia 2014). Government Code Section
65454 states, “No specific plan may be adopted or
amended unless the proposed plan or amendment is
consistent with the general plan” (California Legislative Information, 2021).

Goals and policies from the Visalia General Plan that are applicable to the Specific Plan are as follows:
• LU-0-7: Preserve and enhance qualities that
make Visalia an ideal place to do business and
promote a positive image of Visalia as a
desirable place to do business and promote a
positive image of Visalia as a desirable place
to live, visit, and do business.
• LU-0-9: Protect agricultural land from
premature urban development.
• LU-0-19: Ensure adequate land area is
available for future housing needs, enabling an
average citywide gross density of 5.3 dwelling
units per acre of new residential development.
• LU-0-20: Allow sufficient density and intensity
to enable new development to support all
required infrastructure, community facilities,
and open space.
• LU-P-22: Allow for City Council approval of
Master Plans, following Planning Commission
review and recommendation, for sites under
single ownership or unified control, which may
include developable land within both multiple
development tiers. Allow for prezoning of this
master planned land, subject to execution of a
development agreement between the City and
the landowner conforming to the
requirements of Government Code Section
65864 et seq., with the project allowed to
annex and develop while the City is still limiting
development approvals to land within the Tier
1 or Tier 2 designation.
• LU-0-23: Provide a range of housing types and
prices within new neighborhood to meet the
needs of all segments of the community.
• LU-0-25: Create an open space system that
links neighborhoods, complements adjacent
land uses, and serves multiple needs.
• PSCU 0-1: Design parks and recreation
facilities that will enhance community identity
and serve the recreation and social needs of
Visalians of all ages, economic situations, and
physical abilities.
• T-0-1: Develop and maintain a road system
that is convenient, safe, efficient, and costeffective. • T-0-8: Encourage walking and bicycling in
Visalia for commuting and recreational
purposes and for the improvement of public
and environmental health.
• OSC-0-9: Protect agricultural land from
premature urban development.

Additional principles that are included outside of the
General Plan:
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• Create a legacy project to commemorate the
Pratt Family’s contribution to the City of
Visalia.
• Ensure attractive and orderly developments
within the specified Plan Area, fostering a safe
and healthy community.

3.2 - City of Visalia General
Plan
The Specific Plan proposes a large residential
community that offers several neighborhoods
composed of two different residential land uses (LowDensity Residential and Medium-Density Residential) in conjunction with the Open Space land use. Uses are
expected to consist of single-family residential
neighborhoods and higher-density, small-lot residential gated communities. General guidelines for
development are approximately 25.9 acres of MediumDensity Residential, 51.2 acres of Low-Density Residential, and up to 7.9 acres of OS. The Plan Area is bisected by the Tier 2 and Tier 3 boundary lines. The
remainder of the acreage is devoted to rights of way
dedications. Figure 3-1 shows the current General Plan
land use designations for the Plan Area and adjacent
uses. Figure 3-2 shows the proposed General Plan land
use designation for the Plan Area. Furthermore, the
current General Plan land use designations’
configuration will be altered to make the property more developable. The proposed land use designations
provide the same or greater density of residential
development, just in a different configuration. The Very Low Density is starting to phase out in the housing
market and with the ever-growing need of housing, highdensity homes are a more desirable use of land.

According to the City’s General Plan, the Low-Density
Residential designation is intended to provide for singlefamily detached housing. Residential densities are typical of single-family subdivisions. The standard
residential density for this designation ranges from two to 10 housing units per gross acre. Buildout is assumed to be at least four units per gross acre. Additionally, the Medium-Density Residential designation can
accommodate a mix of housing types, from small-lot
starter homes, zero-lot-line developments, and
duplexes to townhouses and garden apartments.

Pedestrian-oriented design and clustering can support
higher density. There are several different uses included within the Medium-Density designation. This Plan will
limit the uses of single-family units that use MediumDensity setbacks. The typical residential density for this designation ranges from 10 to 15 housing units per
gross acre. Buildout is assumed to be at least 10 units per gross acre.

Table 3-1
Plan Area Land Use Sizes
D.R. Horton intends to be the sole developer. If D.R.

Horton is not the sole developer, the Specific Plan
intends to set policies and standards to ensure
consistency for different development projects.

The Specific Plan is consistent with General Plan Land
Use Element Policy LU-P-50 since it will be compatible
with the surrounding residential development.

Pedestrian connections within the Plan Area and
surrounding uses are included (reference Section 4).

Land Use Acreage
Low-Density Residential 51.0
Medium-Density Residential 25.0
Subtotal 76.0
Arterials & Collectors 11.7
HOA Park (Private) 0.3
Parks, Trails, Open Space &
Landscape Strips

8.0 Total 96
Note: All sizes and acreages are approximated.
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Figure 3-1
Current General Plan Land Use
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Figure 3-2
Proposed General Plan Land Use
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The City’s General Plan establishes three growth
boundaries to regulate expansive development and
maintain orderly growth. The first tier, also known as the Urban Development Boundary I or Tier 1, is mainly
conterminous with the existing city limits. The second
tier, also known as Urban Development Boundary II or
Tier 2, comprises 27,936 acres total at buildout. The
third tier, also known as the Urban Growth Boundary or
Tier 3, comprises 32,648 acres total at buildout. See
Figure 3-1 for a depiction of the Plan Area’s relation to the City’s Urban Development/Growth Boundaries.

The Specific Plan is consistent with General Plan Land
Use Element Policy LU-P-22, which allows for City
Council approval of Master Plans, following Planning
Commission review and recommendation, for sites
under a single ownership or unified control, which may
include developable land within both multiple
development tiers. Additionally, the policy allows for the prezoning of this master planned land, subject to the
execution of a development agreement between the
City and the landowner conforming to the requirements
of Government Code Section 65864, with the project
allowed to annex and develop while the City is still
limiting development approvals to land within the Tier 1 or Tier 2 designation. As stated in Policy LU-P-21,
approved master planned sites could then be annexed
before development is permitted in Tier 2 or Tier 3 under Policy LU-P-21. The development agreement would
spell out details on overall development,
density/intensity and phasing, infrastructure needs,
building standards, development impact fees, financing, and what each party would do. This policy will allow
large landowners, with Council approval, to have a
longer timeframe for development and infrastructure
planning, consistent with the vision of the General Plan, and also “nail down” the numbers for their financial
partners while still maintaining the City’s interest in having concentric growth through a phasing plan.

Policy LU-O-12 provides for an orderly and efficient
transition from rural to urban land uses. Policy LU-O-13 minimizes urban sprawl and leap-frog development by
encouraging compact, concentric, and contiguous
growth. Policy LU-O-16 creates a safe, walkable, and
attractive urban environment for current and future
generations of residents.

The Specific Plan is consistent with transit policies in the City’s Circulation Element Policy T-P-32. The
Specific Plan will incorporate adequate transit facilities from the conditions of approval, which could include
bus turnouts along arterials, and bus stop amenities,
including but not limited to lighted shelters, benches, and route information signs. In addition, Policy T-P-45 requires that collector streets incorporate bicycle
transportation systems such as Class II bikeways and
Class III bike route facilities.

Also, streets to be improved as a part of the Specific
Plan will include Avenue 320, Mooney Boulevard, Pratt
Avenue, and Riverway Drive. These will be developed as
described in the City’s General Plan Circulation Element and City Standard Drawings.

The Specific Plan will incorporate performance
standards for noise reduction for new housing.

Performance standards include (Policy N-P-3):
• Construct facades with substantial weight and
insulation.
• Use sound-rated windows with enhanced
noise reduction for primary sleeping and
activity areas.
• Use sound-rated doors for all exterior entries
at primary sleeping and activity areas.
• Use minimum setbacks and exterior barriers.
• Use acoustic baffling of vents for chimneys,
attic, and gable ends.
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• Install a mechanical ventilation system that
provides fresh air under closed window
conditions.

3.3 - Zoning Applicability
The purpose of this section is to give an overview of the regulatory requirements for the development of the
Specific Plan. These standards address the information
and requirements pertaining specifically to the zoning, density, and open space related to the site. Where this Specific Plan remains silent, the provisions and
definitions within the City of Visalia Municipal Code
shall apply. Where a conflict exists between these
development standards and the City of Visalia
Municipal Code, the standards contained herein shall
apply. Particulars regarding any deviations from the
development standards of the City’s Municipal Code will be elaborated on in Section 4.

Depicted in Table 3-2 are the zoning designations that
are consistent with the revised General Plan land use
designations described in Section 3.2. The Pratt Ranch
Specific Plan presents a more detailed picture of the
specific product types proposed within the Plan Area.

The development standards and zone designations
provide a necessary assurance that the Plan Area will
be developed in accordance with the quality and
character set forth in this Specific Plan, Visalia’s General Plan, and Municipal Code. Since the Plan Area is outside the city limits, the City of Visalia will be prezoning the site. This will allow for the prezoned designation to be the applicable zoning designation upon the initiation of annexation into the City (Figure 3-3). Figure 3-4 shows the proposed zoning of the Plan Area to maintain
consistency with the proposed General Plan land use
designations. The proposed zoning on the site is
approximately 36 gross acres of R-1-5, 20 gross acres
of R-M-2, and 4 acres of QP.

3.4 - Zoning Consistency
As mentioned previously, the Specific Plan designates
three zoning districts (Table 3-2). The two primary
zoning designations of the Specific Plan are SingleFamily Residential with a 4,000-square-foot lot minimum lot size (R-1-5) and Multi-Family Residential
with a 2,500-square-foot minimum site area per
dwelling unit (R-M-2). The third zoning designation is
the Quasi-Public zone district, which is envisioned to be used as park space. The Specific Plan intends for singlefamily and multi-family developments that may allow a variation of densities to coexist within adjacent
communities. As illustrated in the Conceptual Plan,
there are two Medium-Density communities: one in Tier
2 and one in Tier 3. In addition, seven Low-Density
neighborhoods depicted via the Conceptual Plan Area
design have a mix of 4,000- and 5,000-square-foot lots.

To meet the density requirements of the land use
designations, the Specific Plan proposes smaller-lot
single-family developments that meet the purpose and
intent of the R-M-2 zone district, along with medium- to large-lot single-family developments that meet the
requirements of the R-1-5 zone district. Pursuant to the City’s Municipal Code, the developments are all
permitted uses that cater to a neighborhood
atmosphere with a mix of high and low concentrations
of dwelling units and still preserve the desirable
characteristics and amenities of a Low-Density
development.
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Figure 3-3
Current Zoning (City of Visalia)
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Figure 3-4
Proposed Zoning
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Table 3-2
Plan Area Land Use Sizes
General Plan Land Use Designation Zoning Designation Zoning Abbreviation Low-Density Residential Single-Family Residential 4,000 SF Min. Lot Size R-1-5 Medium-Density Residential Multi-Family Residential 2,500 SF Min. Site Area Per Dwelling Unit
R-M-2
Parks/Recreation Quasi-Public QP

3.4.1 - ZONING MAP AND ZONING

PROCESS
These zoning regulations implement the General Plan
land use designations for the Plan Area. The proposed
zoning for the properties within the Specific Plan Area is shown in Figure 3-4, Zoning Map. Upon approval of the
Specific Plan, the City of Visalia’s Zoning Map will be amended to identify the Plan Area as the Pratt Family
Ranch Specific Plan, and the zoning as set forth in this Specific Plan and as shown in Figure 3-4, shall apply
upon annexation. Minor amendments to the proposed
zoning boundaries may be made concurrent with
subdivision approvals to ensure that final zoning
designations precisely coincide with future street, utility facilities, or recreation facility lot lines. Major
amendments or zone changes shall be considered
amendments to the Specific Plan. They shall be
processed in accordance with provisions of the City of
Visalia codes and ordinances and California State law
(more details Section 7.3).

3.5 - Overview of the City of
Visalia’s Zoning Code
The Specific Plan’s Zoning Code is adopted and
implemented for projects proposed within the Plan Area
with the purpose of promoting the health, safety, and
general welfare of future residents. The subsections
below depict an overview of the City’s Municipal Code
requirements that would typically apply. The
development standards mentioned in the Specific Plan
are either derived from the City’s Municipal Code or
created to produce a unique community layout
consistent with the General Plan. In Section 4, the
Specific Plan’s Zoning Code requirements are
articulated for future developments to adhere to unless otherwise stated.

3.5.1 - SINGLE-FAMILY RESIDENTIAL
ZONE (R-1-5)
In the R-1 Single-Family Residential zones, the purpose and intent are to provide a living area within the City where development is limited to Low-Density
concentrations of one-family dwellings and where
regulations are designed to accomplish the following: to promote and encourage a suitable environment for
family life; to provide space for community needed to
complement urban residential areas and for institutions that require a residential environment; to minimize
traffic congestion and to avoid an overload of utilities designed to service only Low-Density Residential use
(City of Visalia 2017).

3.5.2 - MULTI-FAMILY RESIDENTIAL
ZONE (R-M-2)
In the R-M Multi-Family Residential zones, the purpose
and intent are to provide living areas within the two
Multi-Family Residential zones (one medium density
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and one high density) with housing facilities where
development is permitted with a relatively high
concentration of dwelling units and still preserve the
desirable characteristics and amenities of a LowDensity atmosphere (City of Visalia 2017).

3.5.3 - DEVELOPMENT STANDARDS
Standards such as site area and setbacks are typically
applicable to all developments within the City of Visalia.

These parameters allow for the City to regulate spacing between structures and parcel sizes in specific zone
designations in order to maintain consistent
developments.
• Site Area. The minimum parcel size varies
according to the zone district in which the
parcel is located. However, this title shall not
preclude parcels of less than the required
minimum, which exists at the time of adoption
of this title, from securing site plan review
permits and building permits. Parcels of less
than the required minimum size may be
created upon approval of an acceptable
Master Plan by the Site Plan Review
Committee.
• Setback. The minimum building setbacks in
each zone district shall be conformed to the
requirements set forth in that zone district.

However, the Site Plan Review Committee
may grant an exception to the required
standards based on the uniqueness of the
property or the specific design needs of the
project. The average setback and landscaping
under such an exception shall be equal to the
required standard.
• Height Limits. The height of a structure shall
be measured vertically from the average
elevation of the ground level along the front
property line to the highest point of the
structure. Each zoning designation’s height
limits vary.
• Off-Street Parking. In order to prevent traffic
congestion and shortage of curb spaces, offstreet parking facilities shall be provided incidental to any new building or structure and
major alterations and enlargements of
existing uses. Off-street parking spaces or
areas required shall be in proportion to the
need for such facilities created by the
particular type of land use. Off-street parking
facilities shall also be laid out in such a manner
that the facilities will protect public safety and
insulate surrounding land uses from their
impact.
• Fences, Walls, and Hedges. Fences may be
constructed of any generally acceptable
material except that barbed wire and electriccharged fences are specifically prohibited in any R-1 or R-M zone.
• Signs. The purpose of regulating signs is to
preserve and enhance the aesthetic character
and environmental values of Visalia while
allowing a sensible approach to advertising
and signage. These regulations recognize the
importance of the business activity to the
economic vitality of the City as well as the
need to protect the visual environment.

Section 17.48.010 of the Visalia Municipal
Code lists the rules and regulations of all
applicable sign regulations for residential
districts. Signs within the Specific Plan will
adhere to the Municipal Code guidelines.

3.6 - Applicable Entitlement
Process
The overall Specific Plan consists of two phases. Each
phase will consist of the entitlements mentioned below. 170
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These requirements will be required per the processes
of the City’s Municipal Code.

3.6.1 - SITE PLAN REVIEW

APPLICATION
Prior to the formal submittal of developments proposed
to occur within the Plan Area, it is a requirement per the City’s Zoning Ordinance that new or remodeled
buildings and structures and improvements to land
shall be reviewed to ensure substantial compliance with the General Plan, Municipal Code, policies, and
improvement standards of the City. Furthermore, the
approved Specific Plan will be used in order to review
any proposed development as well.

3.6.2 - TENTATIVE SUBDIVISION MAP

APPLICATION
A Tentative Subdivision Map will be required for the
anticipated development. The overall Plan Area will be
developed into two distinct phases, separated by the
Urban Development Boundary Tier 2 and Tier 3. It is
anticipated that both phases will be subdivided via two Tentative Subdivision Maps. Unless otherwise
specifically noted in this Specific Plan, all parking,
fencing, screening, and landscaping shall be per City
ordinance(s)/standards.

3.6.3 - GENERAL PLAN AMENDMENT

AND PREZONE
In conjunction with the Tentative Subdivision Map
application, the project proposes to revise the existing configuration of the General Plan’s land use
designations into a design that will result in a more
appealing community once developed. This new
arrangement promotes a community design that allows
for pedestrian travel by utilizing the open space/trail system and offering a variety of lot types not in
clustered developments.

3.6.4 - ANNEXATION
All property that requests to be incorporated into a
municipality’s or service district’s service area will need to propose an annexation. This will allow the property to be assimilated into the public agency’s boundary and
receive public services provided by the public agency.

Along with the General Plan Amendment and Prezone,
the annexation will be included as a part of the overall project’s entitlements. The proposal of the annexation
triggers the requirement for a Prezone in order to
maintain consistency between zoning and the City’s
General Plan. Since the Plan Area is split into Tier 2 and Tier 3, the timing of permitted annexations will vary due to policies elaborated in the General Plan. The
development proposed in the Tier 2 area will be
processed before Tier 3.
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Project Design and Development
Standards

4.1 - Design and Development
Standards
The following sections detail design and development
standards for each use within the Plan Area,
fencing/walls, signage, lighting, and landscaping.

As depicted in Table 4-1, the overall Plan Area has
several communities with varying lot sizes. The Plan
Area will consist of three General Plan land use
designations, one of which is designated for Parks and
Open Space. The other two designations are LowDensity Residential and Medium-Density Residential.

The Plan Area may offer a wide variety of lot sizes that will be consistent with the City’s General Plan and the Plan Area’s Specific Plan (see Figure 4-1). For the
purpose of this section, the Tier 2 portion of the Plan Area will be developed right away, and Tier 3’s portion will be considered conceptual. As shown in Figures 4-2
and 4-3, the intricate design maximizes the potential
development of the Plan Area while establishing
integrated communities that are connected via a
pedestrian-oriented trail network. As previously
mentioned in Section 2, all design or development
standards from the City of Visalia Municipal Code are
applicable unless otherwise stated specifically.

Table 4-1
Pratt Family Ranch Land Uses
Lot Size Land Use1 Gross
Acreage
Proposed
Dwelling Units
Minimum Density/
Gross Acre
Proposed
Density
Tier 2
38’ x 72’ Medium-Density Residential 6.12 60 10.00 9.8* 45’ x 90’ Low-Density Residential 8.12 52 2.00 6.4
50’ x 100’ Low-Density Residential 25.15 132 2.00 5.2
Tier 3
38’ x 72’ Medium-Density Residential 19.91 207 10.00 10.3* 50’ x 100’ Low-Density Residential 17.97 90 2.00 5.0
Total 541
*Combined density of the Medium-Density Residential
is 10.00 Dwelling Units per acre.
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Figure 4-1
Plan Area Concept Plan

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Figure 4-2
Site Plan for Low-Density Residential Area
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Figure 4-3
Site Plan for Medium-Density Residential Area
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4.1.1 - RELATIONSHIP TO THE CITY OF

VISALIA MUNICIPAL CODE
The Pratt Family Ranch zoning regulations identify only those uses and development regulations unique to the
project. When specifics are given, those zoning
regulations shall supersede those found in the City of
Visalia Municipal Code. Where these zoning regulations
do not address a use or development standard, the
provisions of the City of Visalia Municipal Code shall
apply. In particular, the majority of City development
standards that are superseded are within Chapters

17.121 and 17.162.

4.1.2 - DEVELOPMENT STANDARD

HIERARCHY
The hierarchy of applicability shall be first to the Pratt Family Ranch Specific Plan and these zoning
regulations, and then to the applicable City of Visalia’s Municipal Code and other applicable codes and
ordinances.

4.1.3 - PURPOSE AND COMPLIANCE
This section aims to establish qualitative design
standards and guidelines to ensure further that the
quality and character of the Plan Area are upheld. Site design, architectural styling, and landscape design
should be integrated to create a unified site design that will complement the surrounding residential
neighborhoods. The Plan Area will promote visual
diversity along the streetscape and promote the use of
street-oriented architecture. The following standards
and guidelines address site planning, parking,
landscaping, architecture, lighting, signage and service, trash, utility, and storage areas for the site.
1 City of Visalia Single-Family Residential Zone https://codelibrary.amlegal.com/codes/visalia/latest/visalia_ca/0-0-0-33770 2City of Visalia Multi-Family Residential Zone https://codelibrary.amlegal.com/codes/visalia/latest/visalia_ca/0-0-0-33965

4.2 - Low-Density Residential
The Single-Family Residential (R-1) zone corresponds
to Low-Density Residential land use designations.

According to the City’s Municipal Code, the R-1 zone
accommodates several types of residential uses
between three specific Single-Family Residential zones
(R-1-5, R-1-12.5, and R-1-20). As proposed as a part of the development proposal for Tier 2 and the conceptual
remainder of the Plan Area (Tier 3), the R-1-5 zone
district development standards were used as a guide to
shape the Low-Density portion of the Plan Area, as
shown in Figure 4-1.

Any development proposed within the Planning Area
must conform to the City’s General Plan, Municipal
Code, and the Specific Plan’s design guidelines. Table 4- 2 lists the development standards for the R-1-5 zoned
(Low-Density Residential) portion of the Plan Area. As
shown in Figure 4-2, the Low-Density Residential portion of the Plan Area is greater than 50 percent of the total site area. As shown in Table 4-1, the Plan Area has
designations for both Low-Density Residential and
Medium-Density Residential; there are three LowDensity Residential sites and two Medium-Density Residential sites. The R-1-5/Low-Density Residential
area will have to provide a minimum of 274 dwelling
units spread over the approximate 51 gross acres to
meet the General Plan minimum density. Amenities that
R-1-5/Low-Density Residential lots can access include
centralized park space, dog park, pedestrian
paths/trails, and open space. Pedestrian crossings in
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Table 4-2
Low-Density Residential Development Standards
Category Regulation
Land Use
Applicable Zoning District R-1-5 (5,000 SF Minimum Lot Size) Density Range 2-10 dwelling units/ gross acre
Permitted Uses Reference Visalia Municipal Code Sec. 17.12.020 Accessory Uses Reference Visalia Municipal Code Sec. 17.12.030 Conditional Uses Reference Visalia Municipal Code Sec. 17.12.040 Lot Size (Minimum)
Minimum Lot Sizes 4,000 square feet
Minimum Lot Dimensions 45 feet width
90 feet depth
Setbacks (Minimum)
Front Yard 15 feet to living space
20 feet to front-loading garages
Side yard (corner lots) 10 feet from property line
Side yard (interior lots) 5 feet from property line
Rear yard 15 feet from property line
Minimum rear yard square
footage
Minimum 675 square feet
Distance Between Buildings 6 feet minimum (0 feet for attached units) Building Massing
Building Height Reference Visalia Municipal Code Sec. 17.12.110 Accessory Structure Reference Visalia Municipal Code Sec. 17.12.090 Unit Density Reference Visalia Municipal Code Sec. 17.12.060 Parking Requirements Reference Visalia Municipal Code Sec. 17.34.020 Fencing and Walls Reference Visalia Municipal Code Sec. 17.36 Section 17.12.135 of the Visalia Municipal Code depicts that lots less than 5,000 square feet (between 3,600 and 4,999 square feet) are only allowable if they are consistent with certain criteria. This section shall not apply for Low-Density Residential development in the Plan Area.

4.2.1 - PRATT FAMILY RANCH
SPECIFIC PLAN – LOW-DENSITY

RESIDENTIAL POLICIES AND STANDARDS
The policies and standards identified below will pertain to all developments within the Plan Area’s Low-Density
Residential area.
• The development standards in Table 4-2 shall
be used for the development of the LowDensity Residential area within the Plan Area. • Lot sizes between 4,000 and 4,999 square feet
will be included as a permitted use, and no
other permitting criteria will be required.
• Architecture, landscaping, lighting, fencing,
and any signage should be complimentary and
work together to create and maintain
neighborhood identity.
• Exterior wall materials, trim and architectural
details that are visible from the street need to
be applied equally to all sides of the building in
order to promote a diverse community
aesthetic for market-rate housing.
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• Utility and mechanical equipment are to be
screened from view. Ground-mounted air
conditioners, coolers, antennas, or other
appurtenances are to be screened from an
offsite view.
• The Low-Density Residential designated area
should incorporate variety in style and detail
consistent with the design and color palette
identified in the Specific Plan (Figure 4-1). This
will allow for the unifying theme to provide a
sense of cohesion for the entire site.
• Flashing details (vents, downspouts, and
gutters) should be designed to complement
the building’s overall design, including colors
and materials.
• The size, scale, color, proportion, placement,
and detailing of architectural features such as
porches, balconies, chimneys, doors/
windows, dormers, and fencing should be
carefully considered to complement the
overall massing and scale of the building.

4.3 - Medium-Density
Residential
In accordance with the Specific Plan, the MediumDensity Residential designation within the Plan Area should accommodate small-lot detached single-family
dwelling units (reference Figure 4-3). The multi-family portion within the Tier 3 area of the Plan Area is
conceptual. A precise development plan shall be
submitted to determine conformance with Specific Plan
design guidelines. Pedestrian crossings will include
stamped asphalt for driver awareness. Table 4-3 lists
the development standards for the Medium-Density
Residential designated area within the Plan Area. The
communities within the Plan Area are not designated as
such but are designed to be smaller, inclusive
neighborhoods. The Medium-Density Residential area
will provide approximately 267 dwelling units on 25.7
acres at a gross density of 10.4 dwelling units per acre.

The Medium-Density Residential area is designed to be
a gated community. Amenities in the Medium-Density
Residential area include secure gated entryways,
interior park space, pedestrian paths, and communal
parking spaces.

Table 4-3
Medium-Density Residential Development Standards
Category Regulation
Land Use
Applicable Zoning District R-M-2
Density Range 10-15 units/gross acre
Permitted Uses Reference Visalia Municipal Code Sec. 17.16.020 Accessory Structures Are prohibited due to lot size constraints Conditional Uses Reference Visalia Municipal Code Sec. 17.16.040 Lot Size (Minimum)
Minimum Lot Sizes 2,500 square feet
Minimum Lot Dimensions 35 feet width
70 feet depth
A minimum of 33 feet of road frontage for all lots in
the gated communities.
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Category Regulation
Setbacks (Minimum)
Front Yard 12 feet to living space
18 feet to front-loading garages
Side Yards (Corner and
Interior lots)
4 feet from property line
Rear Yard 10 feet from property line
Minimum rear yard square
footage
350 square feet
Distance Between Buildings 6 feet minimum
Building Massing Building Height Reference Visalia Municipal Code Sections 17.16.100 Parking Requirements Reference Visalia Municipal Code Sections 17.34.20 Fencing and Walls Reference Visalia Municipal Code Sections 17.36.040 Trash Storage Trash bins are to be stored out of sight from the street, and bins are to be stored in garages or on the
side of the residence.

Open Space and
Recreational Areas
Five percent of the total site of the Medium-Density
Residential sites shall be dedicated of the site to
open, common, usable space, and/or recreational
facilities for use by tenants. Within the HOA area,
each lot will have its own private usable open space
to assist with meeting the Open Space requirement.

Screening Reference Visalia Municipal Code Sections 17.16.160 Screening Fence Reference Visalia Municipal Code Sections 17.16.170 Landscaping Reference Visalia Municipal Code Sections 17.16.180

4.3.1 - PRATT FAMILY RANCH
SPECIFIC PLAN – MEDIUM-DENSITY

RESIDENTIAL POLICIES AND STANDARDS
The policies and standards identified below will pertain to all developments within the Plan Area’s MediumDensity Residential area. • The proposed single-family dwelling
residences proposed in the Medium-Density
Residential area are deemed as a permitted
use if it meets the required density depicted in
the City’s General Plan. All other uses shall
reference the City of Visalia’s Municipal Code
Section 17.16.020.
• The development standards in Table 4-3
should be used for the development of the
Medium-Density Residential area within the
Plan Area.
• Architecture, landscaping, lighting, fencing,
and any signage should be complimentary and
work together to create and maintain
neighborhood identity.
• Exterior wall materials, trim and architectural
details that are visible from the street need to
be applied equally to all sides of the building in
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order to promote a diverse community
aesthetic for market-rate housing.
• Utility and mechanical equipment are to be
screened from view. Ground-mounted air
conditioners, coolers, antennas, or other
appurtenances are to be screened from an
offsite view.
• The Medium-Density Residential designated
area should incorporate variety in style and
detail consistent with the design and color
palette identified in the Specific Plan (Figure 4-
1). This will allow for the unifying theme to
provide a sense of cohesion for the entire site.
• Flashing details (vents, downspouts, and
gutters) should be designed to complement
the building’s overall design, including colors
and materials.
• The size, scale, color, proportion, placement,
and detailing of architectural features such as
porches, balconies, chimneys, doors/
windows, dormers, and fencing should be
carefully considered to complement the
overall massing and scale of the building.

In order to provide the City of Visalia with a unique
alternative for typical single-family dwelling units that is attractive to a first-time homebuyer, some creative
design elements were implemented that deviate from
typical development standards. For instance, lot size
and setbacks for the Medium-Density Residential area
differ from the City’s Municipal Code. Shorter setbacks appeal to prospective home buyers that do not want the
burden of maintaining a front yard with landscaping due to the investment of labor/capital and the perception of usable space. Additionally, the Model Water Efficient
Landscape Ordinance (MWELO) standards limit front
yard grass to 25 percent less of the landscaped area.

However, it is still the homeowner’s responsibility to
have property equipment or hire a service to maintain a smaller front yard. The prospective homeowner can
potentially eliminate the grass altogether, reducing
maintenance costs, all while maintaining an
aesthetically pleasing front yard.

4.4 - Signage
Signs provide an important element of community
design. Proper design and application of signs help
orient people and increase a community’s sense of
place. By directing visitors and residents to desired
locations, signage improves circulation efficiency and
access to important destination points. The design and
style of signage also contribute to the character and
setting for residential, recreation, and public use areas.

Section 17.48 Sign Regulations of the City of Visalia’s Municipal Code shall apply to development within the
Specific Plan.

The Plan Area will utilize a variety of permanent signs that intends to symbolize and identify each community
and overall project name. Signage will be strategically placed throughout the arterial and collector roadways
that will service the Plan Area as a part of the current development proposal in the Plan Area (Figure 4-4). The developer will be able to choose the styling and/or
material of the signs as depicted in the examples shown in Figures 4-5a and 4-5b. The signs implemented in the
Plan Area will be considered Monument Signs which are
free-standing double-faced signs to be installed as
shown on site plans and as illustrated in Figure 4-4.

Signs may be double-faced with copy on both sides.

4.4.1 - SIGNAGE POLICIES
• All signs should be reviewed for conformance
with these criteria and overall design quality.

Approval or disapproval of sign submittals
based on the aesthetics of design should
remain the sole right of the developer.
• Prior to the installation and manufacture of
any sign, the tenant should obtain a sign
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permit from the City of Visalia and provide a
copy to the developer.
• Each developer should pay all costs for its
signs, including manufacture, installation,
maintenance, and City permits/certificates.
• The established Lighting and Landscaping
Maintenance District (LLMD) should be
responsible for any repair or damage to any
surface caused by the signage or its
installation.
• Signs will be allowed to be double-faced with
copies on both sides.

4.4.2 - SIGN DESIGN
• Signs should be designed in a manner that is
not only imaginative but also of high graphic
quality. In addition, signs should be
compatible with and complementary to
adjacent facades. All signs will comply with
Visalia Municipal Code Section 17.48.090.
• Notwithstanding the maximum square
footage specified for copy area allowances,
signs and topography in all cases should
appear balanced and in scale within the
context of the sign space and the building as a
whole. The thickness, height, and color of sign
lettering should be visually balanced and in
proportion to other signs.
• Walls signs should be affixed without visible
means of attachment. The location of all signs
should be as directed by the developer.
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Figure 4-4
Signage Location
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Figure 4-5a
Signage Examples
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Figure 4-6b
Signage Examples (Colored)
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4.5 - Fencing and Walls
Walls and fences are necessary elements for the Plan
Area, providing safety, security, privacy, property
definition, and noise attenuation. Walls and fences can also be included in gateway features and can provide
separation between residential areas and more
intensive uses. Poorly designed walls and fences can
become a noticeable feature that detracts from the
quality and character of a neighborhood. Therefore, all wall and fence designs within the Plan Area should be
tightly regulated. A creative and controlled approach to walls and fences should be established to maintain an
overall design consistency within the Plan Area. Fencing throughout the Plan Area should be coordinated under
a single-fencing system that identifies the type,
appearance, and placement. Fencing and walls should
be completed as development occurs within the Plan
Area and should be the responsibility of the adopted
LLMD for maintenance and liability. The construction
material may vary for each development proposal as
long as the design of the walls/fencing is consistent
with Figures 4-6a and 4-6b, and the location is
consistent with Figure 4-7.

4.5.1 - WALL AND FENCE POLICIES AND

STANDARDS
Plan Area
• Fence types should be located as illustrated in
Figures 4-6a and 4-6b.
• Fences are to be located along property lines
with the pursuant setbacks.
• Walls will be required to conform to the
applicable zone district.

Low-Density Residential Designations
• Required block walls for residential
developments along arterial or collector
roadways should be designed to provide a
pedestrian pathway between the arterial or
collector to the residential development. A
pedestrian pathway should always be required
as part of the block wall design abutting an
arterial or collector roadway when a transit
stop is located within one-quarter mile of the
residential development.
• The pedestrian pathway is a designated
walkway that is landscaped throughout the
development.

Medium-Density Residential Designation
• Fences, walls, and hedges not exceeding
seven feet in height should be permitted,
except that a fence, wall, or hedge should not
exceed three feet in height in a required front
yard. A fence or wall may be allowed to a
height of four feet, provided that the additional
one-foot height is at least 50 percent open.
• The pedestrian pathway is a designated
walkway that is landscaped throughout the
development.
• Required block walls, fences, and wrought iron
fences for multi-family developments along
arterial or collector roadways should be
designed to provide a pedestrian pathway
between the arterial or collector to the multifamily residential development. A pedestrian pathway should always be required as part of
the block wall or fences abutting an arterial or
collector roadway when a transit stop is
located within one-quarter mile of the multifamily residential development.

Additionally, all decorative fencing and walls used in the Plan Area should be installed and coordinated with
appropriate landscaping consistent with the design
guidelines/standards contained in Section 4.7.
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Figure 4-6a
Fence Types
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Figure 4-6b
Fence Types (Colored)
Community Split Rail Fence with Pilaster
Block Wall
Wood Fence
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Figure 4-7
Fencing/Wall Type Location
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4.6 - Streetscape and Lighting
An attractive streetscape can enhance the livability and desirability of the Plan Area. Features such as street
trees, lighting, landscaping, sidewalks, street widths, housing setbacks, and fencing are just a few factors
that contribute to an attractive streetscape. An
emphasis on streetscape design is necessary to create
areas that encourage pedestrian circulation and
interaction while reducing auto dependency. An overall
lighting plan can contribute to the community identity of the Plan Area.

Streetlighting along arterials and collectors street
corridors will consist of the standard City’s cobra head streetlight. The entire height of the pole will be
approximately 29 feet. Along the local street corridors, each community will incorporate the City’s standard
ornamental streetlight design, which is approximately
25 feet in height. Figure 4-8 depicts the approximate
location of the types of street lighting. The exact
placement will coincide with the City of Visalia’s design and improvement standards for local, collector, and
arterial street corridors (Figures 4-8a and 4-8b). This will ensure that streetlight facilities will be properly spaced to provide sufficient lighting for vehicles, pedestrians, and cyclists.

4.6.1 - LIGHTING POLICIES AND

STANDARDS
• Lighting should be provided to ensure a safe
environment but should not cause areas of
intense light or glare.
• Lighting should be sensitive to adjacent land
uses and viewsheds. Architectural features or
lighting fixtures that provide down-lighting and
lighting that is shielded from adjacent uses
should be implemented.
• Street lighting standards should be dependent
upon City and Southern California Edison
(SCE) requirements.
• All parking lots (within the Medium-Density
Residential), pedestrian, and safety lighting
should provide uniform illumination and be
situated and shielded so as not to cause glare
or excessive light spillage on adjacent uses.
• Plan Area theme lighting specifications are as
follows:
o Perimeter lights along Mooney Boulevard,
Pratt Road, and Avenue 320: SCE cobra
head drop glass on a 26-foot-high pole.

The mounting element for the cobra
headlight adds approximately three feet,
for a total height of 29 feet. The luminaire
should be a 120v Light-Emitting Diode
(LED), cobra head style with Type II cutoff.
o Interior lights along all local streets: City
standard ornamental lights on an
approximate 20-foot-high pole. The
mounting fixture adds approximately two
feet, totaling 22 feet. The luminaire should
be an LED-style lighting implement.

Medium-Density Residential street and parking area
lights will use the same design as the interior lights. 189
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Figure 4-8a
Plan Area Lighting
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Figure 4-8b
Plan Area Lighting
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4.7 - Landscaping
Landscaping should be used to define the edges of
properties, provide a transition between neighboring
properties, and highlight pedestrian pathways. The
landscape palette in Figure 4-9 provides a list of
approved species. This landscape palette and plan have
been established for the Plan Area to ensure the
consistent and proper use of plant materials, trees, and shrubs that have been designed to landscape the
streetscape, entryways, and different design elements
programmed throughout the Plan Area. Final
landscaping details will be provided with Improvement
Plans as development occurs within the Plan Area and
is subject to the Model Water Landscape Ordinance
(MWELO) City standards. Pedestrian pathways will be
constructed as adjacent development occurs.

Inspiration for the landscaping palette came from an
interest in combining the aesthetic of the French
Countryside with the rural aspects of the agrarian
qualities of the San Joaquin Valley. Walls and fences
will have landscaping incorporated into the design when they front along a major roadway. The texture and color of the plants selected will be deliberate in design,
creating interesting patterns. Low-lying flowering
shrubs will line the pedestrian pathway with prominent
trees located at the entryways. The Plan Area will
feature a mixture of deciduous and evergreen trees,
providing a pleasing aesthetic throughout the year.

French lavender will be placed in rows to imitate row
crops found in the surrounding agricultural land. The
landscape aesthetic will be unique to the Pratt Family
Ranch Plan Area and reinforce the importance of a
neighborhood community. Landscaping will play an
integral role in the aesthetic view of the trail system that traverses the Plan Area. Figure 4-10 shows how the
landscaping will interact with the architectural style of the French Countryside aesthetic. Figure 4-11 shows
the color palette and material that will be used for
development within the Plan Area. The color scheme
will be applicable for all residences constructed along with all public features within the plan area. Figure 4-12 depicts a conceptual design of the dog park located
northeast of the Mooney Boulevard and West Riverway
Drive intersection.

Landscaping Policies and Standards
• The landscaping specifications in Figures 4-9
through 4-11 should apply to all landscaped
areas of the Plan Area.
• For all other specific landscaping policies,
refer to the City of Visalia’s Municipal Code.

4.8 - Elements of Project
Design

4.8.1 - SITE PLANNING
Placement of structures will be sited in a manner that
will complement the adjacent structures. Sites will be
developed and coordinated in a manner to provide order
and diversity. The Conceptual Map (Figure 4-1) outlines the potential lot configuration that can occur within the Plan Area. Any future development proposals may vary
in design as allowed by the Specific Plan as long as it maintains consistency between City of Visalia’s General Plan, Municipal Code, and Pratt Family Ranch Specific
Plan.

Since the Plan Area is designated as primarily
residential land uses, structures will be configured to minimize conflicts between vehicles and pedestrians.

The use of enhanced paving and landscaping will define
walkways allowing for an interior network to connect to trails and pedestrian paths outside of the Plan Area.
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Figure 4-9
Landscaping Palette
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Figure 4-10
Landscaping Detail
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Figure 4-11
Colors and Materials
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Figure 4-12
Dog Park Concept
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4.8.2 - ARCHITECTURE
The architectural styles for buildings in each of the
villages shall provide a blend of building forms,
massing, scale, and character that creates a pedestrianoriented environment meant to be viewed and experienced on foot rather than from a car.

The overall architectural theme of the Plan Area shall be consistent with the landscaping palette and associated
colors. The architecture and signage throughout the
Plan Area will tie into the landscaping style of the French Countryside. Figure 4-11 shows the colors and
materials used throughout the Plan Area for the building exterior, trim, and stonework.

Architecture Policies and Standards
• The height and scale should be compatible
with that of the surrounding development.
• Color palettes of proposed structures should
incorporate similar or complementary colors
to the Specific Plan color palette.
• Elevations of structures should be approved
by the City of Visalia’s Planning Department in
order to maintain a consistent theme.
• The roofline within the Medium-Density
Residential area should not be closer than two
feet to the respective property line.
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Circulation

5.1 - Circulation
The circulation network primarily consists of local
streets, collectors (Riverway Drive and Pratt Avenue)
and arterials (Mooney Boulevard and Avenue 320), and
interconnected pedestrian paths (reference Figure 5-1).

Streets are intended to be an integral part of the
community design and require careful design of the
roadway, parkway landscaping, and the architectural
treatment and location of the homes fronting that
street. Street sections within and surrounding the Plan Area are designated hierarchically (Figures 5-2 and 5-3).

The intent of the circulation network in the Plan Area is to provide safe and efficient movement for motorists,
cyclists, and pedestrians. Numerous ingress/egress
points throughout the Plan Area provide circulation
options.

Pedestrian circulation is a prominent and important
feature in the Plan Area. A designated pedestrian path
connects the various land uses within the Plan Area.

The pedestrian path network will be adequately
landscaped in certain locations to provide shade and an aesthetic environment. All streets within the Plan Area are lined with sidewalks, with the exception of the gated Medium-Density Residential area. The sidewalk system
is designed to accommodate two people walking sideby-side. A planting strip is provided between all residential streets and sidewalks to create a safety
zone, separating pedestrian space from motor vehicle
space. Planting strips must be wide enough to
accommodate street trees and provide shade to
pedestrians and cyclists. Cross-sections of roadways
will be consistent with the City of Visalia’s design and improvement standards with the exception of the right
of way within the gated Medium-Density Residential
area. The cross-section of the Medium-Density
Residential area is detailed in Figure 5-3. Attractive
street trees that provide canopies and landscaping
along the streets and roads are an important element of the design fabric of the community. These design
concepts are embodied by the street sections included
within this Specific Plan. Sidewalks are to be located on both sides of the street in all situations where the Plan Area fully encompasses the street’s right of way.

The Specific Plan, as a part of the Plan Area design,
proposes to include a roundabout at the intersection of Riverway Drive and Mooney Boulevard. This will allow
Mooney Boulevard to shift to the easterly edge of the
Plan Area, maximizing the Plan Area’s potential and
offering greater neighborhood connectivity. A portion of Modoc Ditch will be undergrounded to accommodate
the right of way for the proposed roundabout at Mooney
Boulevard and Riverway Drive.

According to the City of Visalia’s Circulation Element, Riverway Drive and Pratt Avenue are classified as
collectors (both are two lanes) with a final right-of-way (ROW) width of 84 feet; Avenue 320 and Mooney
Boulevard are classified as a planned arterial. Avenue
320’s ROW at buildout will be 110 feet with four lanes.

Currently proposed as a part of the Specific Plan is the south half of Avenue 320. Mooney Boulevard is
designated in the General Plan as a two-lane arterial;
however, the City of Visalia does not have a standard for a two-lane arterial. Therefore, the two-lane collector
ROW diagram will be used for the purposes of this
Specific Plan. All streets in the Plan Area will be
constructed to their full width per City standards.
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Figure 5-1
Circulation Plan
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Figure 5-2
Street Cross Section #1-4
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Figure 5-3
Street Cross Section #4-6
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5.2 - Entryways
Public entryways into the site will be off Mooney
Boulevard, Avenue 320, and Pratt Road. The entire Plan
Area’s entryways are designed to handle residential
uses since that is the intention of the Specific Plan. As Pratt Road intersects the Plan Area horizontally, there are four entryways planned, two to the north and two to the south. Mooney Boulevard and Riverway Drive meet
at the southeast corner and form a traffic circle.

Mooney Boulevard deviates from a straight linear street to a curvilinear street whose alignment shifts to the east to meet the Plan Area’s eastern boundary (Figure 5-1).

As Mooney Boulevard travels northward, there are two
entryways along the extent of the street, one of which
will be a gated entrance. The extent of Mooney
Boulevard ends at the intersection of Avenue 320 to the north. Avenue 320 caps off the northern boundary of the Plan Area. Avenue 320 has two entryways along the
extent, one of which will be a gated entrance. See Figure 5-1 for reference.

5.3 - Public Transit
The circulation system within the Plan Area is designed to accommodate public transit services when planned
by the City of Visalia. The nearest identified public
transit routes and bus stops are along Riggin Avenue
and Dinuba Boulevard. Currently, there are no bus stops or bus routes planned within or immediately adjacent to the Plan Area. As proposed in the Specific Plan, the
Pedestrian Trail and Bike Path will connect to
southbound Mooney Boulevard and allow for residents
of the Plan Area to walk/ride to the nearest public transit routes/bus stops. Route 7 of the Visalia City Coach
travels along Ferguson Avenue, connects with Routes 8
and 16 at the intersection of Dinuba & Shannon
Parkway, and connects to the transit hub in Downtown
Visalia, allowing residents to utilize the transit system citywide. Route 16 of the Visalia City Coach travels
along Dinuba Avenue, Riggins Avenue, and Demaree
Avenue and is connected to Downtown Visalia. Route 7
has approximately 20-minute headways (60 minutes on
Sundays) and operates from approximately 6:00 am to
9:40 pm on weekdays, 9:15 am to 6:40 pm on Saturdays,
and 8:00 am to 3:45 pm on Sundays.

5.4 - Parking Requirements
The Pratt Family Ranch Specific Plan attempts to
provide a balance between the parking needs and
requirements of the different land uses within the Plan Area. For any use not specified in this section, the
Planning Director or his/her designee shall have the
authority to determine the appropriate parking
requirements based upon similarities between parking
generation characteristics of the proposed use with
other similar uses identified in the Plan Area.

The parking requirements detailed below will be
consistent with the City of Visalia’s Municipal Code
Chapter 17.34. The areas designated as Low-Density
Residential shall have two parking spaces per dwelling
unit minimum, and 50 percent of parking shall be
covered. The areas designated as Medium-Density
Residential shall have at least 1.5 parking spaces per
dwelling unit for all multi-family developments. Signage will be posted within the gated communities to show
where and when street parking is allowed and will be
updated as necessary. Parking shall be enforced in the
Medium-Density area by the HOA rules. Communal
parking should be provided in the Medium-Density
Residential area to add an additional .25 parking spaces per dwelling unit. Residents are encouraged to use their driveways for parking and use street parking on an asneeded basis. 202
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5.5 - Pedestrian Circulation
Pedestrian access into and out of the Plan Area is
integral in fostering neighborhood connectivity with the surrounding area. Figure 5-1 illustrates the pedestrian circulation within the Plan Area. Pathways have been
provided to provide safe and efficient movement for
pedestrians. Pedestrian pathways will be delineated
with stamped asphalt at key intersections, greaterwidth sidewalks, and landscaping, including shade trees. The pedestrian path/trail proposed traverses
through the Plan Area in a primarily north/south
alignment (Figure 5-1). This configuration allows for a safe path of pedestrian travel from the Plan Area south on Mooney Boulevard in order to access the City of
Visalia’s public transit system. In addition, a future Class II Bike Path is planned to travel along Mooney Boulevard and continue through Pratt Road (Figure 5-1). It is
anticipated that the pedestrian path/trail and bike route will be integral to the health and wellness of the
community.

5.5.1 - CIRCULATION POLICIES AND

STANDARDS
• All roadway and pathway development
standards and dimensions within the Specific
Plan shall be approved by the City.
• Right-of-way designs illustrated in Figures 5-2
and 5-3 shall be utilized throughout the Plan
Area when applicable.
• All streets within the Plan Area should be lined
with the species of street tree specified in the
landscape palette (reference Section 4.7).
• Traffic calming features may be utilized for
traffic calming within the Plan Area.
• Safe and efficient movement of pedestrians
within the Plan Area is paramount and shall be
accomplished with pedestrian pathways,
stamped asphalt, and landscaping.
• The design of gated entryways shall be
consistent with the development standards of
the City’s Municipal Code.
• Dedicated turn lanes shall be incorporated into
the Mooney Boulevard design at gated
entryways.
• On-street parking will be allowed except for on
designated trash pick-up days. No parking
signs will be posted throughout the gated
community. Offenders will be fined by the HOA
and have a loss of service if in violation of this
policy.
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Infrastructure
The Pratt Family Ranch Specific Plan will have a public facilities system that will complement and enhance the
vision and design objectives of the project. All facilities will be developed to the required industry standards of the service provider and as required by the applicable
City standards. The facilities will be developed to meet project objectives and to meet the quality demands of
the target market. Each developer that wishes to
develop within the Plan Area will coordinate to the
fullest with the appropriate jurisdictions and service
providers to create a project that meets the standards
required for Pratt Family Ranch. The project developer
intends to continue this process as the project moves
forward to ensure that state-of-the-art systems are
included as appropriate and feasible.

Public utilities and services in the Plan Area will be
provided by the following public and private companies, as detailed in Table 6-1 below.

Table 6-1
Plan Area Utility Provider
Utility/Service Provider
Electricity SCE
Gas Southern California Gas
Water California Water Service
Sewer City of Visalia
Solid Waste City of Visalia
Telephone AT&T
Cable Comcast
Police and Fire City of Visalia
Public Schools Visalia Unified School District
All infrastructure (streets, parking lots, wet and dry
utilities) will be installed per construction plans
approved by the City and relevant utility companies.

Each pad constructed as part of overall development
shall be graded so that sediments will not wash onto the site, nor will they contribute to the storm drain line.

Responsibility for on and offsite infrastructure for this Plan will be retained by the project proponent(s).

Reference Section 7.4 for phasing.

6.1 - Street Improvements
Development of each portion of the Plan Area will
trigger street improvements to the extent to which the
proposed development encompasses. For instance, if
the Tier 2 area were to be developed, it would require
the construction of full offsite improvements to Pratt
Road and a portion of Mooney Boulevard. As Mooney
Boulevard travels north along the east side of the Plan Area, it curves towards the eastern property line, and
therefore up until a certain point along the curve of
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Mooney Boulevard past the multi-family residential
entrance, the development will not be required to be
fully constructed. As it develops, Avenue 320 will be
constructed in the northern portion of the Plan Area
with two lanes.

Developments of rights of way will not require
dedication for property owners outside of the
designated Plan Area. The construction of ROW will be
consistent with the street cross-sections illustrated in Section 5.

6.2 - Water
California Water Service Company (Cal Water), the thirdlargest publicly traded water utility in the United States, will be the potable water purveyor for the project. Cal Water also provides potable water to the majority of
Visalia. A portion of the Pratt Family Ranch Plan Area, located south of Pratt Road, is already served by Cal
Water. Thus, the remaining Plan Area outside of the city limits will need to be annexed in order to obtain service by Cal Water.

The Plan Area will continue the existing infrastructure that is currently existing in the surrounding right of way located at the Riverway Drive and Mooney Boulevard
intersection. The current 12-inch lateral will need to be extended along the Mooney Boulevard alignment and
west on Pratt Road to connect to the existing 12-inch
lateral. All water laterals within each subdivision shall be six or eight inches. Furthermore, California Water
Service will review each development proposal, and the
service provider will provide specific requirements for each project. The provider’s comments will supersede
the requirements of the Specific Plan if they are not
consistent. Water distribution infrastructure will be
designed at the time of subdivision approval.

6.3 - Sanitary Sewer
The City of Visalia will provide the sanitary sewer
disposal system for the projects within the Plan Area.

Project wastewater will be collected and treated to
disinfected secondary standards at the City of Visalia
Wastewater Treatment Plant. Thwe Plan Area will be
served by an existing 15-inch sewer lateral located at
the intersection of Riverway Drive and Mooney
Boulevard. The sewer laterals will be extended north up Mooney Boulevard and shift west along Pratt Road until
it reaches the Plan Area’s western extent. Since the Plan Area consists of only residential uses, sewer lateral
upsizing will not be necessary. City standard 8-inch
sewer lines will be required in all local streets. The City of Visalia will review each development proposal, and
subsequent requirements will be conditioned for the
development.

6.4 - Storm Drain
Storm drainage service is provided by the City of Visalia.

There is an existing 18-inch storm drain trunk line at the Riverway Drive and Mooney Boulevard intersection. The
existing trunk line will be extended into the Plan Area in order to adequately serve each development. Since only
residential uses are being proposed, storm drain lateral upsizing for other uses will not be necessary. Each
development proposal will be reviewed by the City of
Visalia, and subsequent requirements will be
conditioned for the development.

6.5 - Gas/Electric/Telephone
Telephone, electric, and natural gas services can be
accessed from the existing infrastructure along
Mooney Boulevard. Undergrounding of these utilities
will occur with each development in the Plan Area.
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Administration and Implementation

7.1 - Specific Plan
Administration
This Specific Plan represents a framework of
development for the Pratt Family Specific Plan Project.

Implementation of the project requires the approval of
this Specific Plan and any subsequent submittals over
the life of the project’s buildout. This section sets forth the procedures needed to implement and administer
the Specific Plan and those procedures required for its amendment, if necessary.

7.2 - Implementation
The Pratt Family Ranch Specific Plan will be
implemented through the processing of this Specific
Plan, one or more Tentative Subdivision Maps, one or
more Annexations, and development standards
contained herein or as required through the City of
Visalia development entitlement process. Subsequent
submittals may be required of the applicant(s) to
submit any of the above information or supplemental
information prior to the recordation of any final map or building permit.

7.2.1 - SUBSTANTIAL CONFORMANCE

WITH THE SPECIFIC PLAN
It is recognized that as more detailed plans are prepared to implement the Specific Plan, adjustments to
provisions of the Specific Plan may be required.

Amendments may be issued by or on behalf of the
property owner(s), or any proposal by the City, shall be filed with the Community Development Director, who
will determine if the proposed modifications are “minor” 3 Administrative approvals of minor adjustments need not follow amendment procedures outlined in Chapter 12.04 (Adoption of Specific Plans) of the City of Visalia Municipal Code. The administrative approval procedure for minor amendments shall only require consideration by the Planning Director in accordance with the requirements outlined in Section 6.5 of this Specific Plan. or “major” and the request or proposal shall be
processed accordingly.

7.3 - Amendments to the
Adopted Specific Plan
Proposed amendments to the Specific Plan shall be
processed in accordance with the provisions outlined in the City of Visalia’s Municipal Code, General Plan, and California State law.

7.3.1 - PROCEDURE
The property’s development shall comply with the
development standards approved in this Specific Plan
and the adopted City of Visalia’s Municipal Code.

Amendments to this adopted Specific Plan by or on
behalf of the property owner(s), or any proposal by the City, shall be filed with the Community Development
Director, who will determine if the proposed
modification is “minor” or “major” and the request or
proposal shall be processed accordingly.

Minor Amendments
The following modifications to the Specific Plan
constitute a minor amendment and are subject to
ministerial review and approval by the Community
Development Director or his/her designee; however, the
City of Visalia shall have the discretion to determine
whether the modifications are in substantial
conformance with the Specific Plan3.
• Minor deviations from conceptual plans,
architectural styling of buildings, exhibits or
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drawings, including landscaping, wall design,
wall alignment, and streetscape design
modifications contained within the Specific
Plan which maintain the established quality
level and intent of the Plan.
• Final facility sizing and alignment of
infrastructure improvements when directed by
the City of Visalia.
• Deletion of unnecessary infrastructure
improvements when approved by the City of
Visalia.
• Any other modifications deemed minor by the
City of Visalia.
• Specific Plan land use designations, as shown
in Figure 3-2, Land Use Plan are not to be
amended.
• All applicable provisions of State law are
complied with. All proposed adjustments or
modifications to the Specific Plan that are
determined to not be in substantial
conformance with the Specific Plan by the
Planning Director shall be processed as
amendments to the Specific Plan.

Major Amendments
A Major Specific Plan Amendment will constitute any
change to the Specific Plan, which is not a minor
amendment. The applicant shall submit an entitlement,
and the Planning Commission shall hold a public
hearing for a major amendment and submit their
findings and recommendation to City Council. The City
Council will be responsible for rejecting or adopting by resolution to the Specific Plan Amendment by a
majority vote.
• Increase in the number of vehicle access
points.
• Cumulative increase in development intensity
greater than 10 percent.

If any future re-use is found inconsistent with this
Specific Plan or the General Plan, then a Major Specific Plan Amendment would be required.

7.4 - Phasing
The Plan Area is divided into phases to ensure
consistency with the City of Visalia’s General Plan Urban Boundaries and Growth Management requirements for
the development of Tier 2 and Tier 3, as depicted in
Figure 4-1. Currently, the entire City of Visalia is
encompassed within Urban Development Boundary Tier

2. Urban Growth Boundary Tier 3 will begin development
once the City of Visalia has issued 12,800 building
permits for housing units from April 1, 2010. All
development that will occur will only take place within the scope of the Plan Area. No development is proposed
outside of the Plan Area. Additionally, infrastructure will be constructed to the extent to which the proposed
development will be adequately served or as
recommended by the City of Visalia. There are two main
phases proposed for the development of the Plan Area.

Phase 1 is the development of all of the area within Tier 2, and Phase 2 will be all of the Tier 3 area. Sub-phasing will be allowed for each development that occurs and
will be reviewed on a project-by-project basis; in
accordance with City standards and the Subdivision
Map Act.

The buildout schedule for the Specific Plan Area will
occur during three takedown phases.
• Takedown 1 will include the full development
of the Plan Area within Tier 2. Phase 1 of the
first takedown will include the perimeter
landscaping, sidewalk, and roadways of Pratt
Road, landscaping, sidewalk, and roadways of
a portion of Mooney Boulevard (shown on
Figure 4-1), the construction of the Riverway
Drive, and the Mooney Boulevard traffic circle.
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Once Phase 1 has been completed, the other
phased developments (Phases 2–4) within
Takedown 1 will be built out as the market
demands. Phases 2–4 may not develop in
numerical order.
• Takedowns 2 and 3 will include the buildout of
the Tier 3 portion of the Plan Area and include
the construction of Avenue 320’s perimeter
landscaping, sidewalk, and roadways, and the
completion of Mooney Boulevard’s perimeter
landscaping, sidewalk, and roadways north of
the multi-family residential entrance in Phase
1, joining with Avenue 320.

However, a number of provisions, noted below, shall
apply to each phase in order to ensure that all
improvements necessary to adequately serve the phase
are in place prior to construction or occupancy as
appropriate:
• The backbone infrastructure within an
individual phase and all additional
infrastructure necessary to bring services to
that phase shall be constructed and
operational to the satisfaction of the City prior
to the final acceptance of site improvements
within the respective phase or sub-phase.
• Prior to the delivery of combustible materials
to a construction site, base roadways and
community water systems shall be available
at the boundary of the construction site.
• The City must approve a master grading,
drainage, and utility plan in conjunction with
the development of Tier 2 and Tier 3
residential sites.

7.5 - Maintenance
The City will establish a Landscape and Lighting (L&L)
District to maintain public streetlights and local streets within the Plan Area. The Medium-Density Residential
and gated community sites will establish a
Homeowners Association (HOA) or equivalent. Refer to
Table 7-1 for the maintenance responsibilities for the
HOA or equivalent to establish for the Medium-Density
Residential portion of the Plan Area.

Table 7-1
HOA or other maintenance District Responsibilities
Services HOA (or equivalent)
Streets X
Strom Drains 0
Water facilities 0
Sewer Facilities 0
Landscaping X
Small Parks X
Parking X
Lights X
CC&Rs X
Notes: X = HOA will provide maintenance 0 = City will provide maintenance The services outlined above will not be solely provided by the HOA. Within the MediumDensity Residential area, the HOA will provide maintenance service and collect dues. 208
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7.6 - Financing
As development occurs within the Plan Area, each
proponent of development shall be responsible for the
financing or coordinating the financing of all onsite and offsite improvements within the extent of the Plan Area.

Each phase’s infrastructure will be added to and
complement the infrastructure developed before it. The
buildout of the project is anticipated to take five or more years, spanning two growth tiers. Once constructed, the infrastructure improvements will consist of elements
for use by the general public and elements for the
exclusive use of the area’s residents. After construction, long-term maintenance of the improvements will be
required, and the party bearing the obligation to
maintain those improvements will vary depending on
whether the improvement is for the general public or
exclusively for the residents of the Plan Area. Although various techniques are available for financing the
required infrastructure, the developer anticipates using private financing in conjunction with public financing for the development costs. Since, as previously discussed,
certain elements of the infrastructure will be for the use of the general public; public financing may be
appropriate for these elements. The selected financing
mechanisms must be in place as required by the
financing vehicle.

Other financing mechanisms may be utilized, such as
creating private districts (Mello-Roos Community
Facilities Districts), Landscaping and Lighting Districts, or homeowner’s associations to fund maintenance of
certain facilities within the Plan Area. Specific financing requirements, improvement obligations, fees,
reimbursements, land and easement dedications and
conveyances, maintenance, and other financing and
improvement-related obligations will be detailed in
development agreements outside of the scope of the
Specific Plan.

7.6.1 - THE CITY OF VISALIA’S

DEVELOPMENT IMPACT FEES
A development impact fee is a monetary exaction than
a tax or special assessment, which is charged by a local governmental agency to an applicant in connection with
the approval of a development project. The purposes of
the fees are to offset some or all of the associated costs to public facilities related to the development of the
project. The listed fees below are not an exhaustive list.

A comprehensive list of development impact fees will
be submitted for each development within the Plan
Area.

Drainage Fees
The development of land for urban uses substantially
accelerates the concentration of surface and storm
waters so that it is necessary to provide for the
construction of and establishment and collection of
drainage fees to defray all or a part of the actual or the estimated cost of constructing planned drainage
facilities for the removal of surface and storm waters
from drainage areas to promote and protect the public
health, safety, and general welfare.

The drainage fee shall be paid on each parcel of land in the drainage area prior to the commencement of the
work of any development thereon or, in the case of any
division of a parcel of land, prior to the approval of the final subdivision or parcel map, or development, and
shall be composed of an acquisition fee and a
development fee to be paid unless otherwise specified
in the City’s Municipal Code.

Transportation Impact Fees
The City must expand its street system to maintain
acceptable levels of service if new development is to be accommodated without reducing these levels of service
to unacceptable levels as established in the Circulation 209
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Element of the City’s General Plan. This must be done in order to promote and protect public health, safety, and welfare. Fees calculated shall be consistent with the
reasonable methodology of the Traffic Impact Fee
Update Nexus Study City of Visalia or any updated
version thereof.

The payment of the transportation impact fee required
shall be issued to the city engineer or his designee prior to the issuance of a building permit.

Public Safety Impact Fees
The funds collected from public safety impact fees are
for the public facilities to support orderly development.

Furthermore, the funds assist in regulating the use and development of land to assure that new development
bears a proportionate share of the cost of capital
expenditures necessary to provide for public facilities that serve such development.

General Facilities Impact Fees
The funds collected via the general facilities impact fee programs are used to assist in the implementation of
the policies of the General Plan by providing for
adequate general government public facilities
(excluding public safety facilities for which a separate fee has been imposed and to support orderly
development.

7.6.2 - LANDSCAPE AND LIGHTING

MAINTENANCE DISTRICT (LLMD)
Pursuant to the Act and Proposition 218, all parcels that receive a special benefit conferred upon them as a
result of the maintenance and operation of
improvements and services shall be identified, and the
proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of
improvements. The Act permits the establishment of
assessment districts by agencies to provide certain
public improvements, including the operation,
maintenance, and servicing of landscaping
improvements.

The method for apportioning the assessment is based
upon the relative special benefit derived by the
properties in each Maintenance District over and above
the general benefit conferred on real property located in each Maintenance District or to the public at large.

Assessed parcels within each Maintenance District
receive special benefits from the maintenance and
operation of the improvements.

7.6.3 - HOMEOWNERS ASSOCIATIONS
A Homeowners Association will be used for the
maintenance of certain improvements inside gated
neighborhoods.

7.7 - Relationship of Specific
Plan to Environmental
Document
In order to be compliant with the California
Environmental Quality Act (CEQA) (Public Resources
Code 21000-21189) and the CEQA Guidelines
(California Code of Regulations, Title 14, Division 6,
Chapter 3, Sections 15000-15387), an Initial
Study/Mitigated Negative Declaration (IS/MND) is
being prepared along in conjunction with the Specific
Plan. Previous environmental documents covering the
Plan Area also include the prior Program Environmental
Impact Report for the Visalia General Plan (2014). The
Specific Plan is not expected to result in any potentially significant environmental impacts after mitigation. Any development proposed within the Specific Plan shall
have an abbreviated CEQA analysis if it is considered
consistent with the Specific Plan (State CEQA
Guidelines Section 15182).
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7.8 - Reimbursement
According to the City of Visalia’s Circulation Element, Avenue 320 and Mooney Boulevard are included in the
City’s Planned Circulation System Improvements
inventory. The intention for the inventory is to define improvements to include in a long-range capital
improvement program. The portion of Mooney
Boulevard located in the Plan Area is a planned arterial to be built up as a new two-lane arterial. Avenue 320 is also a planned arterial to be built out as a two-lane; 1/2 arterial. The respective right-of-way widths vary from 84 feet to 110 feet (more detail in Section 5). The rate of reimbursement for the development of ROW shall be
determined upon the processing of the entitlements
with the City.

The specific details regarding reimbursement are
identified in the City’s reimbursement policies of the
Municipal Code.
• A property owner who dedicates land or
otherwise contributes funds for the capital
costs of the facilities identified herein may be
eligible for a credit for such contribution
against the impact fee otherwise due.
• The chief financial officer shall determine (1)
the value of the developer contribution; (2)
whether the contribution meets the capital
improvement needs for which the particular
impact fee has been imposed; and (3) whether
the contribution will substitute or otherwise
reduce the need for capital improvements
anticipated to be provided with impact fee
funds. In no event, however, shall the credit
exceed the amount of the otherwise applicable
impact fee.
• Any application for credit must be submitted
on forms provided by the City before
development project approval. The application
shall contain a declaration under oath of those
facts that qualify the property owner for the
credit, accompanied by the relevant
documentary evidence.

Fee credits for City reimbursable infrastructure will be handled as follows:
• Storm drain trunk lines - the cost of these lines
will be credited against the City’s storm
drainage impact fees. If the cost exceeds the
impact fees, then the difference will be
reimbursed in cash to the developer at the
Notice of Completion.
• Sanitary sewer trunk lines - the cost of these
lines will be reimbursed in cash at the Notice
of Completion.
• Arterial/collector streets - the cost of these
streets will be credited against the City’s
transportation impact fees. If the cost exceeds
the impact fees, then the difference will be
reimbursed in cash to the developer at the
Notice of Completion.

Right-of-way dedications made after January 1, 2000,
are subject to reimbursement by the City in the form of a transportation impact fee credit. If a portion of a ROW dedication is intended for dedicated right
turn/deceleration/merge lanes, then this portion is not subject to reimbursement. Transportation impact fee
credit is assigned to the grantor of the ROW. If the
developer is not the grantor and desires to utilize the credit for their project, then a notarized statement from the grantor assigning the credit to the developer will be required. Existing irrevocable offers of dedication that are accepted by the City Council will be assigned a
transportation impact fee credit to the property owner
in effect at the time of acceptance. Reimbursement is
available to a developer from the City for storm drain
trunk lines and sewer trunk lines identified in the City’s 211
Draft Specific Plan Administration and Implementation
Pratt Family Ranch July 2023
D.R. Horton, Inc. Page 59
Storm Water Master Plan and Sewer System Master
Plan. The developer will be reimbursed for 100 percent
of the cost of storm drain trunk lines. The developer will be reimbursed for 100 percent of the cost of sewer
trunk lines not needed by the developer. If the developer needs a sewer line and is required to enlarge the sewer line in accordance with the Sewer System Master Plan,
then the developer will be reimbursed for the differential cost. The City will reimburse the developer for design
and construction costs associated with the installation of these trunk lines.
212
BATH 1 CLG. HGT. 8'-1" VINYL W.I.C. CLG. HGT. 8'-1" CARPET SERV. CLG. HGT. 8'-1" VINYL 2040 SH3050 SH 26 68 BATH 2 CLG. HGT. 8'-1" VINYL
26 68
26 68 5068 BI-PASS
28 68
26 68 DN15R 28 68
F.M.T.

F.M.T. F.M.T. BDRM. 1 CLG. HGT. 8'-1" CARPET BDRM. 2 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET 5068 BI-PASS 2040 SH 26 68 26 68 3050 SH 23'-0"
33'-6"
10'-6" 28'-0"
39'-0"
5'-6" 3050 SH 3050 SH 7'-0" 21'-0" COVERED ENTRY 8'-1" STUCCO CLG. CONC. 20'-0"x20'-O" CLEAR SPACE 16'-0" x 7'-0" SECT. GAR. DOOR ENTRY CLG. HGT. 8'-1" VINYL 2 BAY GARAGE CONC. 30 SC 68 26 68 26 SC 68 UP15R POWDER CLG. HGT. 8'-1" VINYL PANTRY CLG. HGT. 8'-1" GREAT VINYL ROOM CLG. HGT. 8'-1" VINYL 6068 TEMP. GL. SLIDER EAT-IN KITCHEN CLG. HGT. 8'-1" VINYL 26 68 3050 SH 3030 SH
W/H
23'-0"
39'-0"
39'-0"
20'-8" 18'-4" 28'-0"
6'-0" 10'-0" 7'-0" 21'-0" Upper Floor - 831 SF PLAN 1.1378 Lower Floor - 541 SF C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C 1,372 SF 3 Bdrm | 2.5 Bath 2 Bay Garage 8' | 8' Plates 1.0 1A | Americana 213
W.I.C. CLG. HGT. 8'-1" CARPET SERV. CLG. HGT. 8'-1" VINYL 2040 SH 26 68
26 68
26 68 5068 BI-PASS
28 68
26 68 DN15R 28 68
F.M.T.

F.M.T. BDRM. 2 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET 5068 BI-PASS 26 68 3050 SH 10'-6" 5'-6" 7'-0" 21'-0" 3050 SH COVERED ENTRY 8'-1" STUCCO CLG. CONC. 20'-0"x20'-O" CLEAR SPACE 16'-0" x 7'-0" SECT. GAR. DOOR ENTRY CLG. HGT. 8'-1" VINYL 2 BAY GARAGE CONC. 30 SC 68 26 68 26 SC 68 UP15R POWDER CLG. HGT. 8'-1" VINYL W/H 6'-0" 10'-0" 7'-0" 21'-0" COVERED ENTRY 8'-1" STUCCO CLG. CONC. 20'-0"x20'-O" CLEAR SPACE 16'-0" x 7'-0" SECT. GAR. DOOR ENTRY CLG. HGT. 8'-1" VINYL 2 BAY GARAGE CONC. 30 SC 68 26 68 26 SC 68 UP15R POWDER CLG. HGT. 8'-1" VINYL W/H 6'-0" 10'-0" 7'-0" 21'-0" W.I.C. CLG. HGT. 8'-1" CARPET SERV. CLG. HGT. 8'-1" VINYL 2040 SH 26 68
26 68
26 68 5068 BI-PASS
28 68
26 68 DN15R 28 68
F.M.T.

F.M.T. BDRM. 2 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET 5068 BI-PASS 26 68 10'-6" 4'-6" 7'-0" 10'-4" 3050 SH 3050 SH 10'-8"1'-0" PLAN 1.1378 C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C 1,372 SF 3 Bdrm | 2.5 Bath 2 Bay Garage 8' | 8' Plates 1.0 1B | Farmhouse 1C | Craftsman 214
4:12
4:12 4:12 RIDGE
RIDGE 4:12
4:12
VALLEY VALLEY 4:12 4:12 4:12
6" 4'-0" 4'-0" 4:12 6:12 RIDGE
RIDGE

VALLEY VALLEY
HIP HIP 4:12
6:12 6:12
6:12
6:12
4:12
4:12 6:12 R V H 4:12 4:12 RIDGE
RIDGE
VALLEY VALLEY 4:12
4:12 4:12
4:12
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 1.1378 Roof Plans 1.2 0 4 8 16 Composition Roof Eave 12" / Rake 12" Eave 12" / Rake 12" Eave 12" / Rake 12" 1A | Americana 1B | Farmhouse 1C | Craftsman
Composition Roof Composition Roof
215
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C 1C | Craftsman 1A | Americana PLAN 1.1378 Front Elevations 1B | Farmhouse 1.3 STUCCO FINISH 2x6 WOOD FASCIA STUCCO FINISH 2x6 WOOD FASCIA 2x6 WOOD FASCIA STUCCO FINISH STUCCO OVER FOAM ADDRESS LIGHT ADDRESS LIGHT ADDRESS LIGHT STUCCO OVER FOAM FOAM OUTLOOKER W/ KNEE BRACE METAL SECTIONAL METAL SECTIONAL GARAGE DOOR GARAGE DOOR COMPOSITION ROOF METAL SECTIONAL GARAGE DOOR WOOD POST FIBER CEMENT BOARD & BATTEN STONE VENEER OVER STUCCO COLUMN WAINSCOT OVER STUCCO COLUMN STUCCO OVER FOAM FIBER CEMENT BOARD & BATTEN COMPOSITION ROOF COMPOSITION ROOF 216
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Front Elevations 1C | Craftsman 1A | Americana PLAN 1.1378 1B | Farmhouse 1.3
217
3'-0"
±23'-012" TOP OF TILE
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 7'-0" N.G.
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
8'-1" 8'-1"
8'-1" 8'-1" 1'-7"
8'-1" 8'-1"
8'-1" 8'-1" 2'-0"
6'-8"
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Building Elevations 1.4 Right Rear Left Front PLAN 1A | AMERICANA 218
7'-0" 7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
±25'-0" TOP OF TILE N.G.
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
6'-8"
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Building Elevations 1.5 Right Rear Left Front PLAN 1B | FARMHOUSE 219
7'-0" 7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
±23'-012" TOP OF TILE
6'-8"
7'-0" N.G.
2'-10"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
2'-10"
6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Building Elevations 1.6 Right Rear Left Front PLAN 1C | CRAFTSMAN 220
20'-0"x20'-O" CLEAR SPACE 2 BAY GARAGE CONC.
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR TEMP. GL. 2040 SH 3050 SH 3050 SH 6068 TEMP. GL. SLIDER 2668 UP 15R ENTRY VOL. CLG. VINYL POWDER CLG. HGT. 8'-1" VINYL GREAT ROOM CLG. HGT. 8'-1" VINYL 26 68 EAT-IN KITCHEN CLG. HGT. 8'-1" VINYL PANTRY CLG. HGT. 8'-1" VINYL CLG. BREAK LINE 3030 SH PORCH 8'-1" STUCCO CLG. CONC. W/H 26 SC 68
20'-8" 14'-10" 6'-0"
41'-6" 30'-0"
35'-6" 10'-7" 19'-5"6'-0" 30'-0"
41'-6" 26 68F.M.T. DN15R
FX 2040 SERV. CLG. HGT. 8'-1" VINYL F.M.T.
26 68
28 68
26 68 26 68 28 68 F.M.T.
26 68W.I.C. CLG. HGT. 8'-1" CARPET BATH 1 CLG. HGT. 8'-1" VINYL 5068 BI-PASS 5068 BI-PASSBATH 2 CLG. HGT. 8'-1" VINYL 3050 SH 2630 SH 3050 SH 3050 SH BDRM. 1 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 2 CLG. HGT. 8'-1" CARPET LOFT CLG. HGT. 8'-1" CARPET OPEN TO BELOW 3050 SH 11P 35'-6" 30'-0" 19'-4" 10'-8"
37'-6"
2'-0"3050 FX 3050 SH C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Upper Floor - 946 SF PLAN 2.1583 Lower Floor - 632 SF 1,578 SF 3 Bdrm | 2.5 Bath | Loft 2 Bay Garage 8' | 8' Plates 2.0 2A | Americana 221
20'-0"x20'-O" CLEAR SPACE 2 BAY GARAGE CONC.
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR TEMP. GL. 2040 SH 2668 UP 15R ENTRY VOL. CLG. VINYL POWDER CLG. HGT. 8'-1" VINYL CLG. BREAK LINE PORCH 8'-1" STUCCO CLG. CONC. W/H 26 SC 68 10'-7" 19'-5" 6'-0" 26 68F.M.T. DN15R
FX 2040 SERV. CLG. HGT. 8'-1" VINYL
28 68
26 68 26 68 28 68 F.M.T.
26 68W.I.C. CLG. HGT. 8'-1" CARPET 5068 BI-PASS 5068 BI-PASSBATH 2 CLG. HGT. 8'-1" VINYL BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 2 CLG. HGT. 8'-1" CARPET OPEN TO BELOW 3050 SH 3050 FX 3050 SH 19'-4" 10'-8" 2'-0"
20'-0"x20'-O" CLEAR SPACE 2 BAY GARAGE CONC.
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR TEMP. GL. 2040 SH 2668 UP 15R ENTRY VOL. CLG. VINYL POWDER CLG. HGT. 8'-1" VINYL CLG. BREAK LINE PORCH 8'-1" STUCCO CLG. CONC. W/H 26 SC 68 10'-7" 19'-5" 6'-0" 26 68F.M.T. DN15R
FX 2040 SERV. CLG. HGT. 8'-1" VINYL
28 68
26 68 26 68 28 68 F.M.T.
26 68W.I.C. CLG. HGT. 8'-1" CARPET 5068 BI-PASS 5068 BI-PASSBATH 2 CLG. HGT. 8'-1" VINYL BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 2 CLG. HGT. 8'-1" CARPET OPEN TO BELOW 3050 SH 3050 FX 3050 SH 10'-8" 10'-8" 1'-0" 8'-8"1'-0"
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 2.1583 1,578 SF 3 Bdrm | 2.5 Bath | Loft 2 Bay Garage 8' | 8' Plates 2.0 2B | Farmhouse 2C | Craftsman 222
4:12 4:12
4:12
4:12 4:12 RIDGE
RIDGE VALLEY VALLEY946 SF RIDGE
RIDGE 4:12
6:12
6:12
VALLEY VALLEY 4:12 4:12
RIDGE
4:12
4:12
4:12
4:12

RIDGE R
4:12
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 2.1583 Roof Plans 2A | Americana Eave 12" / Rake 12" Eave 12" / Rake 12" Eave 12" / Rake 12" 2B | Farmhouse 2C | Craftsman 2.2 0 4 8 16 Composition Roof Composition Roof Composition Roof 223
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C 2C | Craftsman 2A | Americana PLAN 2.1583 Front Elevations 2B | Farmhouse 2.3 STUCCO FINISH 2x6 WOOD FASCIA FOAM OUTLOOKER STUCCO FINISH 2x6 WOOD FASCIA STUCCO FINISH STUCCO OVER FOAM CORBEL WOOD POST ADDRESS LIGHT ADDRESS LIGHT STUCCO FINISH STUCCO OVER SHAPED STUCCO OVER FOAM METAL SECTIONAL METAL SECTIONAL GARAGE DOOR GARAGE DOOR COMPOSITION ROOF COMPOSITION ROOF METAL SECTIONAL GARAGE DOOR FIBER CEMENT BOARD AND BATTENS STUCCO OVER FOAM STONE VENEER OVER STUCCO COLUMN STUCCO OVER FOAM COMPOSITION ROOF 2X6 WOOD FASCIA FIBER CEMENT BOARD AND BATTENS ADDRESS LIGHT FOAM TRIM STUCCO WAINSCOT 224
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Front Elevations 2C | Craftsman 2A | Americana PLAN 2.1583 2B | Farmhouse 2.3
225
±25'-112" TOP OF TILE
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 7'-0" 8" TYP.
6'-8"
3'-0"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
7'-0" EQ. EQ.
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
6'-8" 1'-9" C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Building Elevations 2.4 Right Rear Left Front PLAN 2A | AMERICANA 226
8'-1" 8'-1"
8'-1" 8'-1"
±25'-0" TOP OF TILE
7'-0"
7'-0"
6'-8"
9" 8" TYP.
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
6'-8"
7'-0" 1'-9" C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 2B | FARMHOUSE Building Elevations 2.5 Right Rear Left Front 227
8'-1" 8'-1"
8'-1" 8'-1"
±24'-212" TOP OF TILE
6'-8"
7'-0" 7'-0"
9" 8" TYP.
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0"
2'-10" 4'-2"
7'-0"
8'-1" 8'-1"
8'-1" 8'-1"
6'-8"
4'-2" 2'-10"
7'-0" 1'-9" C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 2C | CRAFTSMAN Building Elevations 2.6 Right Rear Left Front 228
UP PORCH 8'-1" STUCCO CLG. CONC. PWDR 9'-1" CLG. VINYL 20'-0"x20'-O" CLEAR SPACE GREAT ROOM CLG. HGT. 8'-1" VINYL DINING CLG. HGT. 8'-1" VINYL ENTRY CLG. HGT. 8'-1" VINYL 15R KITCHEN CLG. HGT. 8'-1" VINYL PANTRY CLG. HGT. 8'-1" VINYL 2 BAY GARAGE CONC. 26 68 6068 TEMP. GL. SLIDER 26 SC 68 26 68
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR 3030 SH
F.M.T. 3050 SH W/H 26 68 LOUVER
38'-6" 4'-6" 30'-0"
20'-9" 17'-9" 30'-0" 11'-0" 19'-0"
43'-0" DN15R
BI-PASS 5068
BI-PASS 5068 BATH 2 CLG. HGT. 9'-1" VINYL BDRM. 1 CLG. HGT. 8'-1" CARPET BDRM. 2 CLG. HGT. 8'-1" CARPETW.I.C. CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 4 CLG. HGT. 8'-1" CARPET SERVICE CLG. HGT. 8'-1" VINYL LOFT CLG. HGT. 8'-1" VINYL BATH 1 CLG. HGT. 8'-1" VINYL F.M.T.

F.M.T. F.M.T. F.M.T.
26 68
26 68
26 68 5068 BI-PASS
28 68
26 68 26 68
26 68 28 68
26 68 2040 SH
3050 SH 3050 SH 3050 SH 2040 FX
FX 20
TEMP. GL.
40 30'-0" 5'-312" 13'-8"
43'-0"
38'-6" 3'-6"
43'-0"
3'-6" 32'-8" 30'-0"5'-10" 1'-0" 3050 SH 3050 SH
1'-0" 11'-012" C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Upper Floor - 1,062 SF PLAN 3.1775 Lower Floor - 713 SF 1775 SF 4 Bdrm|2.5 Bath Loft 2 Bay Garage 8' | 8' Plates 3.0 3A | Americana 229
UP PORCH 8'-1" STUCCO CLG. CONC. PWDR 9'-1" CLG. VINYL 20'-0"x20'-O" CLEAR SPACE ENTRY CLG. HGT. 8'-1" VINYL 15R 2 BAY GARAGE CONC. 26 SC 68 26 68
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR
F.M.T.

W/H 26 68 LOUVER
4'-6" 11'-0" 19'-0" DN15R
BI-PASS 5068
BI-PASS 5068 BATH 2 CLG. HGT. 9'-1" VINYL BDRM. 2 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 4 CLG. HGT. 8'-1" CARPET SERVICE CLG. HGT. 8'-1" VINYL LOFT CLG. HGT. 8'-1" VINYL F.M.T.

F.M.T.
26 68
26 68
26 68 5068 BI-PASS
28 26 68 28 68
26 68
3050 SH 2040 FX
FX 20
TEMP. GL.
40 13'-8" 11'-012"
1'-0"
3'-6" 5'-10" 5'-312"
3'-6" 3050 SH 3050 SH
1'-0" UP PORCH 8'-1" STUCCO CLG. CONC. PWDR 9'-1" CLG. VINYL 20'-0"x20'-O" CLEAR SPACE ENTRY CLG. HGT. 8'-1" VINYL 15R 2 BAY GARAGE CONC. 26 SC 68 26 68
30 SC 68 16'-0" x 7'-0" SECT. GAR. DOOR
F.M.T.

W/H 26 68 LOUVER
4'-6" 11'-0" 19'-0" DN15R
BI-PASS 5068
BI-PASS 5068 BATH 2 CLG. HGT. 9'-1" VINYL BDRM. 2 CLG. HGT. 8'-1" CARPET BDRM. 3 CLG. HGT. 8'-1" CARPET BDRM. 4 CLG. HGT. 8'-1" CARPET SERVICE CLG. HGT. 8'-1" VINYL LOFT CLG. HGT. 8'-1" VINYL F.M.T.

F.M.T.
26 68
26 68
26 68 5068 BI-PASS
28 26 68 28 68
26 68
3050 SH 2040 FX
FX 20
TEMP. GL.
40 5'-4" 5'-412"
3'-6"
3'-6"
5'-10" 1'-0" 5'-312" 3050 SH 3050 SH 14'-0"
1'-0"
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 3.1775 1775 SF 4 Bdrm|2.5 Bath Loft 2 Bay Garage 8' | 8' Plates 3.1 3B | Farmhouse 3C | Craftsman 230

VALLEY RIDGE
RIDGE

VALLEY R R
4:12
4:12 4:12 4:12
4:12
4:12
4:12
6" 4'-0" 4'-0" VALLEY RIDGE
RIDGE
VALLEY
RIDGE
6:12
6:12 5:12 5:12
6:12
6:12
6:12
6" VALLEY RIDGE
RIDGE

VALLEYR
4:12 3:12
4:12
4:12 4:12 4:12 C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 3.1775 Roof Plans Composition Roof Eave 12" / Rake 12" Eave 12" / Rake 12" Eave 12" / Rake 12" 3.2 0 4 8 16 3A | Americana 3B | Farmhouse 3C | Craftsman Composition Roof Composition Roof 231
2x6 WOOD FASCIA 2x6 WOOD FASCIA 2x6 WOOD FASCIA STUCCO FINISH STUCCO OVER FOAM WOOD POST STUCCO OVER FOAM ADDRESS LIGHT ADDRESS LIGHT ADDRESS LIGHT STUCCO FINISH WOOD TRIM STUCCO OVER FOAM STUCCO OVER FOAM C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C PLAN 3.1775 Front Elevations FOAM OUTLOOKER W/ KNEE BRACE 3.3 METAL SECTIONAL METAL SECTIONAL GARAGE DOOR GARAGE DOOR METAL SECTIONAL GARAGE DOOR STUCCO OVER FOAM FIBER CEMENT BOARD AND BATTENS STONE VENEER OVER STUCCO COLUMN WAINSCOT OVER STUCCO COLUMN 3C | Craftsman 3A | Americana 3B | Farmhouse COMPOSITION ROOF STUCCO FINISH FIBER CEMENT BOARD AND BATTENS COMPOSITION ROOF COMPOSITION ROOF 232
C 2022 WILLIAM HEZMALHALCH ARCHITECTS, INC. dba WHA. | 2022214 | 10-18-22 0 2 4 8 - MERCED, CA DESIGN DEVELOPMENT BELLEVUE RANCH WEST VILLAGE 17C Front Elevations PLAN 3.1775 3.3 3C | Craftsman 3A | Americana
3B | Farmhouse
233
1'-0"
+STD. HEEL
8'-1" 8'-1"
8'-1" 8'-1" TOP OF TILE
±24'-7" N.G. 8" TYP.
7'-0"
2'-6"
7'-6"
6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
7'-0" 6'-8"
8'-1" 8'-1"
8'-1" 8'-1"
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Recording Requested By and
When Recorded Return to:

City Clerk
City of Visalia
425 E. Oak Avenue
Visalia, CA 93292

DRAFT DEVELOPMENT AGREEMENT
Pratt Family Ranch Specific Plan and Tentative Subdivision Map No. 5583 This Development Agreement, hereinafter referred to as “Agreement”, is entered into as of this ___ day of ________, 2023, by and between the CITY OF VISALIA, a municipal corporation of the State of California, hereinafter referred to as the “City”, and DR HORTON CA3, INC., hereinafter referred to as “Developer”, and who has interest in real property, herein call the “Property”, which is more particularly described in Exhibit “A” and is situated in the City of Visalia, County of Tulare, State of California, and;
WHEREAS, applications have been filed by the Developer to facilitate the creation, annexation, and development of the Pratt Family Ranch Specific Plan (hereinafter referred to as the “Specific Plan”), which will result in the development of approximately 541 single-family dwellings and approximately 8 acres of park uses on land designated for Low and Medium Density Residential and Parks/Recreation, adjacent to the intersection of Pratt Avenue, Mooney Boulevard, and River Way Avenue, adjacent to the Visalia City limits and;
WHEREAS, on August 14, 2023, the Planning Commission of the City of Visalia passed Resolution No. 2023-36 approving Pratt Family Ranch Tentative Subdivision Map No. 5583 for the Property, wholly located with Urban Growth Development Boundary Tier II (herein referred to as “Tier II)” and;
WHEREAS, on September 5, 2023, the City Council of the City of Visalia passed and adopted Specific Plan No. 2021-06 and General Plan Amendment No. 2021-05, establishing the Pratt Family Ranch Specific Plan and changing the General Plan land use designations within the Property to conform to the land use designations specified in the Specific Plan, and; WHEREAS, the development project, consisting of the Property and the applicable terms, conditions, policies, and standards of the Specific Plan, and the approved resolutions for Pratt Family Ranch Tentative Subdivision Map No. 5583, is hereinafter call the “Development” and; 246
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WHEREAS, this Development Agreement is being carried out as part of the City of Visalia General Plan’s Land Use Policy No. LU-P-22, which allows for parcels under common ownership or unified control that are within multiple Urban Growth Boundary Tiers to be annexed and developed in accordance with a master plan and development agreement that details the overall site plan development while maintaining the City of Visalia’s interest in maintaining concentric growth through the Urban Growth Boundary Tiers, and;
WHEREAS, currently, the Development is situated in Growth Tiers II and III as defined in the City of Visalia General Plan. In accordance with Policy No. LU-P-22, the Development may be allowed to annex and develop in Tier III while the City is still limiting development approvals to land within the Tier II designation, subject to the terms and conditions stated in this Agreement, and; WHEREAS, the Developer has requested to allow the Specific Plan development to begin growth in the Tier II area and to have continuous growth into the Tier III portion of the plan. The proposal of “continuous growth” infers not being interrupted by the requirement of meeting citywide expansion criteria as stated in Land Use Policy LU-P-21. The reasoning for the request is that the proposed Project has been designed as one cohesive neighborhood with parks, a walking trail, and other amenities that connect development situated in Tiers II and III, and; WHEREAS, City will proceed with initiating annexation of the entire Property, including portions situated within Tier III in accordance with the terms and conditions of this Agreement, and; WHEREAS, City will allow for development of the portions of the Property situated within Tier II at any time, provided that the property is annexed into the City of Visalia and has secured all proper entitlements, and;
WHEREAS, City will only allow for development of the portions of the Property situated within Tier III only at such time when the terms and conditions of this Agreement have been fulfilled by Developer to the satisfaction of the City. The development of the portions of the Property situated within Tier III will also require the installation of all public improvements within the respective areas as different phases of this development move forward, and; WHEREAS, City shall periodically review this Agreement, and Developer agrees the City may modify or terminate the Agreement, if the Developer has not complied with the terms and conditions, and;
WHEREAS, Developer agrees that when a building permit or any other type of entitlement or permit for the Development is sought, all applicable processing and impact fee amounts, conditions, and standards that the City has in effect at the time of entitlement is requested by the Developer shall be applied to the requested permits, and; 247
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WHEREAS, nothing in this Agreement shall prohibit Developer from selling their portion of the Development provided any such sale is subject to and incorporates the terms and conditions of this Agreement, and;
WHEREFORE, the City and Developer do enter into this Agreement and for and in consideration of the mutual covenants, duties and obligations herein set forth, do agree as follows:

ARTICLE I

LEGAL AUTHORITY

1.1 This Agreement is made pursuant to and in accordance with the provisions of California Government Code Section 65864 and Visalia Municipal Code, Chapter 17.60.

1.2 This Agreement shall remain in effect for a period of ten (10) years from the date of execution subject to the terms and conditions set forth herein.

1.3 Developer hereby acknowledges that it is in escrow to buy and develop all residential portions of the Development and it is responsible for all rights and duties contained in the Specific Plan and the Development. No other party or individual has a development interest in the Development.

1.4 City shall periodically review this Agreement pursuant to Visalia Municipal Code Section

17.60.070 and may modify or terminate this Agreement if Developer has not in good faith complied with the terms and conditions of this Agreement. If City terminates this Agreement, then City may pass a moratorium of further development under Section 17.60.090 or seek other available relief and Developer agrees that all costs expended by the City, including attorney fees, may be charged by the City to Developer for violations of this Agreement.

1.5 Developer acknowledges that no vesting rights have been granted with the Development and this agreement will not vest any rights beyond those stated in the Specific Plan and the Development.

ARTICLE II

BUILDING PROGRESS WITHIN TIER II

2.1 Before the City allows for the processing of a tentative subdivision map within the portion of the Property situated within Tier III, final maps that comprise all phases and lots specified in the Pratt Family Ranch Tentative Subdivision Map No. 5583 shall be recorded with the Tulare County Recorder.
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2.2 Before the City allows for the recording of a final subdivision map pertaining to any portion of the tentative subdivision map within the portion of the Property situated within Tier III, building permits for new dwelling units shall be issued for 85% of lots located Tier III, which equates to 209 residential lots.

2.3 A tentative subdivision map for the Tier III area can be filed and reviewed by the Site Plan Review Committee, and can subsequently be filed with the City of Visalia, but cannot be scheduled for hearing until Articles 2.1 and 2.2 are met.

ARTICLE III

IMPROVEMENTS

3.1 Developer shall dedicate and construct Mooney Boulevard between the Property’s south boundary and the entire project frontage of Sub Phase 2 of Phase 1. Mooney Boulevard shall be constructed as an 84’ collector roadway as shown in the Street Cross Section figures in the Specific Plan and in accordance with current City Development Standards.

3.2 Developer shall dedicate and construct Pratt Avenue between the Property’s west boundary to Mooney Boulevard. Pratt Avenue shall be constructed as an 84’ collector roadway as shown in the Street Cross Section figures in the Specific Plan and in accordance with current City Development Standards.

3.3 Developer shall construct a pedestrian trail and landscaping within the 20’ wide landscape easements along all portions of Pratt Avenue, Mooney Boulevard, and Zachary Street contained within Tier 2, as identified in Figure 5-1 of the Specific Plan.

3.4 Mooney Boulevard and Pratt Avenue roadway designs shall incorporate Class II bike lanes.

3.5 Developer shall submit to the City landscape and irrigation plans associated with all Outlots identified within the Pratt Family Ranch Tentative Subdivision Map No. 5583 that are to be maintained by and Landscape and Lighting District, including the lots labeled as the “HOA Park” within the gated community identified as Sub Phase 2 of Phase 1 and the “Dog Park” on the east side of Mooney Boulevard, and shall improve and install all affiliated amenities on said Outlots in accordance with the approved plans.

3.6 Street lighting plans shall be submitted with the final plat application. All the outdoor lighting shall meet City standards or as defined in the Specific Plan.

3.7 Developer shall design, construct, and improve the intersection of Mooney Boulevard and River Way Avenue to the City’s satisfaction. The intersection has been shown on the Specific Plan 249
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and Development Plan in the form of a round-about; however, the City recognizes that additional design work to be borne by the Developer is required for the installation of a round-about and must be approved by the City Engineer and the City Planner. Should the installation of a roundabout be found infeasible at this location due to site constraints, safety requirements, or other reasons, the Developer shall proceed with designing the roadways and improving the intersection to City standards.

3.8 Utility relocations, as needed, shall be completed where the final roadway and round-about alignment may require such.

3.9 All local streets within Phase 1 of the Development, as shown on the Pratt Family Ranch Tentative Subdivision Map No. 5583, shall be installed in accordance with City standards prior to the recording of any final map or issuance of building permits in Tier III.

3.10 The Developer shall prepare and submit improvement plans for street, drainage, water, sewer, and landscaping improvements to the City Engineer for approval for their respective portions of the Development. The improvement plans must be approved by the City for conformance with applicable City standards prior to Developer beginning work on these public improvements.

3.11 The Developer shall prepare and submit improvement plans for the required landscape and lighting district to the City Engineer for approval for their respective portions of the Development.

The City must approve the improvement plans prior to the formation of the district. The landscape and lighting district applies to all outlots identified on the subdivision map, but does not apply to the gated community’s streets, parks, and other common features which will be maintained by a homeowners association.

3.12 Maintenance of landscaping (including temporary irrigation) and furnishings in all public rights-of-way, parks, and open spaces shall be the responsibility of the Developer until formal acceptance by the City Council. Upon acceptance by the City, such parks, open space and landscape easement areas shall become a part of the City’s public system.

3.13 Developer shall establish a Homeowners Association (HOA) applicable to the gated communities (i.e., Medium Density Residential land uses) wherein the Developer shall prepare the Articles of Incorporation and the Bylaws for the Homeowners Association. All common areas must be conveyed to the HOA before any lot is sold, or provide for maintenance of common areas through an agreement made between all the property owners.

3.14 No change in the use or restrictions specified in this Agreement shall be allowed or changed without modification of this Agreement. In the event Developer changes or expands the use permitted by this Agreement or fail to comply with the restrictions in this Agreement, without formal modification of this Agreement, then Developer shall be in default. 250
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ARTICLE IV

AFFIDAVIT OF PROPERTY OWNERS

4.1 The signatures of all owners of the Development agreeing to submit the Development to this Agreement and to the provisions set forth in California Government Code Section 65864 et seq. and Visalia Municipal Code, Chapter 17.60 shall be provided and are incorporated into this Agreement.

ARTICLE V

DEFAULT

5.1 In the event Developer, its successors, assigns or subsequent owners of the Development or any other person acquiring an interest in the Development, fail to faithfully and materially comply with all of the terms and conditions included in this Agreement, such failure to comply will be deemed a default hereunder. In that event, City shall have the following options:
(a) This Agreement and the commitments contained herein may be terminated, and the zoning designation reversed, if City provides written notice of Developer default, and provides the hearing required by California Government Code Section 65868. Provided, however, no such termination or reversal shall occur unless City provides written notice of the default and Developer fails to cure such default within ninety (90) days after mailing or delivery of said notice. (b) Enforcement of this Agreement may be sought in an action at law or in equity in a court of competent jurisdiction located in Tulare County, California. (c) A waiver by City of any default by Developer of any one or more of the covenants or conditions hereof shall apply solely to the breach waived and shall not bar any other rights or remedies of City or apply to any subsequent breach of any covenants or conditions. (d) Notwithstanding anything to the contrary herein, in the event of a material default of the Agreement, the parties agree that City and/or Developer shall have thirty (90) days after delivery of notice of such default to correct the same prior to the non-defaulting party’s seeking of any remedy provided for herein; provided, however, that in the case of any such default which cannot with diligence be cured within such thirty (90) day period, if the defaulting party shall commence curing the same within the thirty (90) day period and prosecute the curing of same with diligence and continuity, then the time within which such default may be cured shall be extended for such period as may be necessary to complete the curing of the same, but in any event not to exceed (6) months; and provided further, however, no default by a subsequent owner of a portion of the Development shall constitute a default by Developer for the portion of the Development still owned by Developer.
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(e) In the event the performance of any obligation to be performed hereunder by any party hereto is delayed for causes that are beyond the reasonable control of the party responsible for such performance, which shall include, with limitation, acts of civil disobedience, strikes or similar causes, the time for such performance shall be extended by the amount of time of such delay. (f) In addition to the remedies set forth above, in the event of a default by Developer, or any other party claiming an interest herein, City may withhold building permits for any lots within the Development until such time as the default is cured.

ARTICLE VI

UNENFORCEABLE PROVISIONS

6.1 If any term, provision, commitment or restriction of this Agreement or the application thereof to any party or circumstances shall, to any extent be held invalid or unenforceable, the remainder of this instrument shall remain in full force and effect.

ARTICLE VII

ASSIGNMENT AND TRANSFER

7.1 After its execution, this Agreement shall be recorded in the office of the County Recorder.

Each commitment and restriction on the development subject to this Agreement, shall be a burden on the Development, shall be appurtenant to and for the benefit of the Development, and shall run with the land. This Agreement shall be binding on the City, the Developer, and their respective heirs, administrators, executors, agents, legal representatives, successors and assigns; provided, however, that if all or any portion of the Property is divided, each owner of a legal lot shall only be responsible for duties and obligations associated with an owner’s parcel and shall not be responsible for duties and obligations or defaults as to other parcels or lots within the Development. The new owner of the Development or any portion thereof (including, without limitation, any owner who acquires its interest by foreclosure, trustee’s sale or otherwise) shall be liable for all commitments and other obligations arising under this Agreement with respect only to such owner’s lot or parcel.

ARTICLE VIII

GENERAL MATTERS

8.1 Amendments. Any alteration or change to this Agreement shall be made only after complying with the notice and hearing provisions of California Government Code Section 65868 and Visalia Municipal Code, Chapter 17.60.
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8.2 Paragraph Headings. This Agreement shall be construed according to its fair meaning and as if prepared by both parties hereto. Titles and captions are for convenience only and shall not constitute a portion of this Development Agreement. As used in this Agreement, masculine, feminine or neuter gender and the singular or plural number shall each be deemed to include the others wherever and whenever the context so dictates.

8.3 Choice of Law. This Agreement shall be construed in accordance with the laws of the State of California in effect at the time of the execution of this Agreement. Any action brought in connection with this Agreement shall be brought in a court of competent jurisdiction located in Tulare County, California.

8.4 Notices. Any notice which a party may desire to give to another party must be in writing and may be given by personal delivery, by mailing the same by registered or certified mail, return receipt requested postage prepaid, or by Federal Express or other reputable overnight delivery service, to the party to whom the notice is directed at the address of such party set forth below City:

City Clerk
City of Visalia
425 E. Oak Avenue
Visalia, CA 93292
Developer:

DR Horton CA3, Inc.
or such other addresses and to such other persons as the parties may hereafter designate in writing to the other parties. Any such notice shall be deemed given upon delivery if by personal delivery, upon deposit in the United States mail, if sent by mail pursuant to the foregoing.

ARTICLE IX

MISCELLANEOUS

9.1 This Agreement may be modified only by means of a subsequently executed and acknowledged written agreement.

9.2 In the event Developer fails to comply with the commitments set forth herein, within one hundred twenty (120) days of written notice of such failure from the City, in addition to any other remedies which the City may have available to it, the City shall have the right, without prejudice to any other rights or remedies, to cure such default or enjoin such violation and otherwise enforce the requirements contained in this Agreement, and to collect the direct costs associated with such action from Developer.
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9.3 In the event that a judicial dispute arises regarding the enforcement or breach of this Agreement, then the prevailing party in such dispute shall be entitled to recover its attorney’s fees and costs reasonably incurred, including fees and costs incurred on appeal.

9.4 The applicable building codes for structures shall be the codes in effect when a complete application for a building permit is filed. Development impact fees, if imposed by ordinance, or amended shall be payable as specified in said ordinance or amendment even if the effective date is after the date of this Agreement or the annexation and/or rezone thereto.

9.5 Each person signing this Agreement represents and warrants that he or she is duly authorized and has legal capacity to execute and deliver this Agreement. Each party represents and warrants to the other that the execution and delivery of the Agreement and the performance of such party's obligations hereunder have been duly authorized and that the Agreement is a valid and legal agreement binding on such party and enforceable in accordance with its terms.

IN WITNESS WHEREOF, the parties have hereunto caused this Agreement to be executed, effective on the day and year first above written.

DR Horton CA3, Inc.

Signature Date
Print Name
DR Horton CA3, Inc.

Company Name
Title

CITY OF VISALIA
Leslie Caviglia
City Manager/City Clerk Date
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ATTEST:

Deputy City Clerk Date
APPROVAL AS TO FORM:

City Attorney Date
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0360 Agenda Date: 10/2/2023 Agenda #: 7.

Agenda Item Wording:

Second reading and adoption of Ordinance 2023-09 approving Amendment #1 to the 2018 Lease Agreement with CourseCo, Inc.

Deadline for Action: None
Submitting Department: Administration
Contact Name and Phone Number:

Aaron Hensley, General Manager CourseCo, Inc., [email protected] Michael Sharp, President and CEO CourseCo, Inc., [email protected] Nick Mascia, Assistant City Manager, [email protected], (559) 713-4323 Department Recommendation:

Staff recommends that City Council conduct the second reading and adoption of Ordinance 2023-09 approving Amendment #1 to the 2018 Lease Agreement with CourseCo, Inc.

Summary:

On September 18th, City Council received a presentation on capital projects that are anticipated at the Visalia Oaks Golf Course (VOGC). Following the presentation, City Council heard the first reading of Ordinance 2023-09 approving Amendment #1 to the 2018 Lease Agreement with CourseCo, Inc. Staff is returning with the second reading and adoption of Ordinance 2023-09.

Background Discussion:

The City of Visalia contracted with CourseCo, Inc. (CourseCo) beginning in 2000 for the operation and maintenance of the 27-hole Valley Oaks Golf Course, driving range, club house, restaurant, parking and related facilities generally located in the southeast quadrant of the Plaza and State Route 198 interchange. The land where the Valley Oaks Golf Course sits is within an Airport Safety Zone which requires additional language within the lease for Federal Aviation Administration (FAA) requirements to be included within the agreement (Exhibit 1). In addition, numerous parcels which make up the Valley Oaks Golf Course are owned outright by the Visalia Airport. This is depicted in Exhibit 2 of this staff report.

In 2016, the City Council directed staff to change to a lease format and the existing lease agreement commenced on February 1, 2018, for a term of 20 years. It is currently in the sixth year of the lease.

The City has been pleased with the services provided by CourseCo and course performance under their leadership. Course revenues have increased over the last couple of years through the renewed interest in golf due to the pandemic and CourseCo has done a good job of maintaining the course and leased grounds. CourseCo is finalizing a plan to expend the 3% set aside of gross revenues specified in the lease agreement for capital improvements and an overview of that plan is included in Visalia City Council Page 1 of 4 Printed on 9/29/2023
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this report.

Proposed Improvements:

CourseCo is proposing the following capital projects at the Valley Oak Golf Course.

Gamification Retrofit of the Driving Range:

Utilizing the “Toptracer” technology, which is like a Topgolf experience, CourseCo intends to retrofit the driving range. This experience will allow the user choice to have an interactive experience over an assortment of games from the beginner who is looking for entertainment through the expert looking to improve their golf game. This will require the installation of technology (equipment), new range balls and new mats. If the user wants to only drive a bucket of golf balls, that option is still available, however the cost has yet to be determine for either option. Furthermore, an awning will be constructed over the entire driving range, and lounging/seating patio area for approximately forty guests with new furniture will be added directly adjacent to the range under new shade sails.

Located at the center of the range a bar will be constructed to provide beverages for the customers.

Retrofit of the Existing Patio:

Within the existing patio, a new shade structure will be constructed to provide shade over outdoor dining or various events to be held. Furthermore, all new furniture and equipment will be purchased for this space.

Remodeling of the Clubhouse:

A complete remodel of the dining and restrooms will occur. New finishes of the flooring and walls, including new millwork at the bar and lighting throughout. A ‘garage door’ will be installed to allow access between the patio and the interior bar and dining. An additional interior non load baring wall will be installed at the cook line to remove the sight line into the kitchen from the dining area. The kitchen will not be improved at this time. Finally, all new furniture and equipment will be purchased for the dining area.

Because the kitchen will not be improved or expanded at this time, food and beverage service will remain similar to what it is today. The capacity of the kitchen is restricted and CourseCo is cognizant of that knowing that the proposed project anticipates improved dining space. CourseCo currently allows caterers, but it is not utilized. With the proposed improvements and the allowance of caterers, CourseCo anticipates increased events resulting in increased catering.

CourseCo expects the improvements to cost approximately $1.2 to $1.4 million and they will cover the balance of the project costs above and beyond the CIP balance. The costs identified herein are construction costs only and do not include the ongoing maintenance and operation. CourseCo will be responsible for recouping the maintenance and operation expenses. 3% Capital Improvement Fund:

CourseCo holds in a trust 3% of gross revenues each year that must be used benefits to improve the premises. In addition, CourseCo was required, per the agreement, to withhold $300,000 of their own funds within the first three years to contribute to the trust. Furthermore, within the first three years of the lease, not less than a total of $450,000 was committed to be expended by CourseCo.

Currently the total amount placed in the trust year to date is approximately $775,000 and per the lease the funds have to be used as capital investments into the City’s assets with written approval by Visalia City Council Page 2 of 4 Printed on 9/29/2023
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lease the funds have to be used as capital investments into the City’s assets with written approval by the City. Per the agreement under Article 8.3 (c), the capital improvement fund shall be… “used exclusively for additional capital items or the repair and replacement of capital items which are needed to repair or replace, over time, capital items which are subject to wearing out after a useful life and which are included in, located on or used in connection with the Premises,…
…the term “capital items” does not include, golf carts, golf course maintenance equipment, and other Personal Property used in the normal course of operating and maintaining the Premises.”
During the term of the lease, CourseCo has spent $232,809.48 on the following projects depicted in the following table. Not all these projects fall within the definition of a capital project within the agreement, however, the funds have been spent in prior fiscal years.

Year Expenditure Project
2018 $ 23,550.00 Course Accessories
2018 $ 34,640.97 Bunker Renovation (Lakes)
2019 $ 52,163.51 Bunker Renovation (Valley Oaks)
2020 $ 73,580.00 Tee Leveling
2020 $ 19,175.00 Tree Maintenance
2020 $ 29,700.00 Safety Netting
$232,809.48
As April of 2023, the capital fund trust balance is $546,788.01. With the proposed improvements presented to City Council, CourseCo intends to use all of the remaining balance from the capital fund trust leaving $50,000 for future capital projects.

Proposed Amendment:

CourseCo, Inc. has agreed to the following terms that have been identified within the Amendment #1 (Exhibit 3) of the original Lease Agreement. These changes are summarized below:

1. A one (1) additional five (5) year extension to the lease with an increase of the annual base rent to $130,000 for each year of this extension.

2. Expanding the usable space (fence line) to allow CourseCo to formally utilize additional land for “storage”. See Exhibit 4. All proposed improvements will need to follow the normal development process and the project will need to address anything that results from or determined by site plan review.

3. Adjustment to the dollar threshold for major maintenance within Article 9.2 of the agreement “City’s Responsibility for Maintenance and Repair”. The current threshold is $1,000 with all costs under being the Tenant’s responsibility and above the $1,000 amount the responsibility of the City. This amount will change from $1,000 to $2,500 with an addition of an annual CPI increase (round to the nearest 10 dollar) starting the current year through the remainder of the lease.

Fiscal Impact:

Per the Amendment, the City will receive an increase in the annual base rent the final five years of Visalia City Council Page 3 of 4 Printed on 9/29/2023
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the agreement. All other fiscal aspects of the original lease remain.

Prior Council Action:

September 18th, 2023 - City Council received a presentation on proposed CIP for the VOGC and had a first reading of Ordinance 2023-09 amending the lease with CourseCo, Inc.

July 18th, 2023 - City Council in Closed Session received proposal for capital improvements and a counteroffer to adjust the lease for said improvements.

June 19th, 2023 - City Council in Closed Session received proposal for capital improvements and an offer to adjust the lease for said improvements.

June 5th, 2023 - City Council received an update on the current operations, revenue and overall status of the lease via a work session.

October 2nd, 2017 - City Council heard the second reading and adoption of Ordinance No. 2017-10.

September 18th, 2017 - City Council heard the first reading of Ordinance No. 2017-10 authorizing the City Manager to enter into a twenty (20) year lease agreement with CourseCo, Inc. for operation and maintenance of Valley Oaks Golf Course.

April 3rd, 2017 - City Council authorized staff in closed session to negotiate a Lease Agreement with CourseCo, Inc. for the operation of Valley Oaks Golf Course.

Alternatives:

Reject the amendment.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Ordinance No. 2023-09 authorizing the City Manager to amend the current lease agreement with CourseCo, Inc. for operation and maintenance of Valley Oaks Golf Course.

Environmental Assessment Status:

N/A
CEQA Review:

N/A
Attachments:

1. Exhibit 1 - 2017 CourseCo Agreement

2. Exhibit 2 - Map from Agreement

3. Exhibit 3 - 2023 Proposed Amendment #01

4. Exhibit 4 - Amendment #01 Exhibit

5. Exhibit 5 - Ordinance No. 2023-09
Visalia City Council Page 4 of 4 Printed on 9/29/2023
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Hwy 198 Rd 86
Hwy 99
W Noble Ave
S Plaza Dr
Plaza Park
Valley Oaks
Golf Course
Visalia
Municipal
Airport (Vis)
Nearmap US
Valley Oaks Golf Course ¯
City Limits
Airport Owned Parcels
±221 Acres
Scale: 1:10,000 312
1 AMENDMENT No. 1 to the
GOLF COURSE LEASE DATED NOVEMBER 2, 2017 BETWEEN
CITY OF VISALIA and VALLEY OAKS GOLF, LLC
WHEREAS, City of Visalia, a charter city organized under the laws of the State of California (hereinafter “City” or “Landlord”) and Valley Oaks Golf, LLC a California limited liability company, (hereinafter “Tenant”) entered into a Ground Lease Agreement (hereinafter "LEASE") dated November 2, 2017, (“2017 Lease Agreement” or “Lease Agreement”) and WHEREAS, LESSOR and LESSEE agree that the Lease remains in effect except that they wish to modify certain provisions as detailed in this Amendment of the 2017 Lease Agreement, and NOW, THEREFORE, for the consideration described herein and performance of the covenants to be performed by the City and Tenant pursuant to this Amendment No. 1, agree to the following modifications to the 2017 Ground Lease Agreement:

1. Lease Agreement Otherwise Unmodified. Except as otherwise provided in this Agreement, the terms of the 2017 Lease Agreement, shall continue in full force and effect between the parties.

2. Term of Lease Extended an Additional Five Years. The 2017 Lease Agreement commenced on February 1, 2018 and was set to expire on December 31, 2037. By this Amendment, the Parties are hereby agreeing to extend the term of the Lease Agreement and additional five years. The revised expiration date shall be amended to December 31, 2042.

3. Base Rent for Years 21 through 25. The 2017 Lease Agreement sets an annual Base Rent payment that is due every of under the Lease, and this Base Rent increases over term of the Lease Agreement. Under this Amendment with the term of being extended from twenty to twenty-five years, the Parties agree that the Base Rent shall be set at the rate of $130,000 per year during Years 21 through 25 of the Lease Agreement.

4. Modification of Land and Premises Being Leased. The 2017 Lease Agreement defined the Premises to include the specified Land, meaning real property designated by a map of the area, and Improvements, meaning the buildings, structures, fixtures, and other improvements constructed or installed on the Land. The real property included the Valley Oaks Golf Course, a 27-hole golf course, driving range, clubhouse, pro shop, parking areas and related facilities, but did not include any areas outside the fenced boundaries of the Valley Oaks Golf Course. This amendment is modifying the Land subject to the Lease Agreement to include an additional open area adjacent to the current parking area that is outside the fenced boundaries. This space is owned by the City and currently 313
2 used as storage space or occasional overflow parking. This area, shown on the attached Exhibit to this Amendment, will now be included within the Land being leased to Tenant.

Tenant acknowledges that if this additional area will be utilized as a permanent parking space and not storage or occasional overflow parking, then Tenant will be required to submit improvement plans to the City of Visalia Community Development Department for a change in use of this area and complete any and all required improvement to the land in same manner as any other space that is used as a permanent parking space.

Parties agree that this modification of the Land and Premises shall not alter the terms of payment under the Lease Agreement and that from the date this Amendment is signed this space will be considered part of the Premises and subject to the Lease Agreement.

5. Modification to Responsibility for Maintenance. Parties hereby agree to modify Article 9.2 of the Lease Agreement to revise the City’s Responsibility for Maintenance and Repair. The Lease Agreement currently calls for Tenant to be responsible for minor repairs, or repairs costing $1,000 or less, and the City responsible for major repairs, defined as repairs costing more than $1,000.

Parties hereby agree to modify the cost amounts so that major repairs will be defined as repairs costing more than $2,500 and that each year this amount shall be increased annually by the Consumer Price Index, All Consumers, with cost increases rounded to the nearest 10 dollars through the remainder of the Lease Agreement. Minor repairs shall be those repairs that are less than the major repairs.

IN WITNESS WHEREOF, the Parties have entered this Amendment to the 2017 Ground Lease Agreement upon the date that this document is fully executed by both Parties.

CITY OF VISALIA TENANT
By:____________________________________ By:____________________________________ City Manager Date Date
Approved as to Form
By:____________________________________
City Attorney
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 23-0364 Agenda Date: 10/2/2023 Agenda #: 8.

Agenda Item Wording:

Authorize the City Manager to award a city-wide contract with W.W. Grainger, Inc. by attaching to the Sourcewell contract no. 091422 to provide parts, equipment, and industrial supplies used for maintenance and repair operations city-wide with an annual not to exceed amount of $50,000, and a maximum of $250,000 over the life of the contract. This contract will have an initial 3-year term, which will expire Nov. 8, 2026, and may be extended for two additional 1-year terms, to align with the terms of the Sourcewell contract.

Deadline for Action: 10/2/2023
Submitting Department: Public Works
Contact Name and Phone Number:

Nick Bartsch, Public Works Director, [email protected], 713-4052 Department Recommendation:

Staff recommends that Council authorize the City Manager to award a city-wide contract with W.W.

Grainger, Inc. by attaching to the Sourcewell contract no. 091422 to provide parts, equipment, industrial supplies used for maintenance and repair operations city-wide with an annual not to exceed amount of $50,000, and a maximum of $250,000 over the life of the contract. This contract will be for an initial 3-year term, which will expire on November 8, 2026, and may be extended for two additional 1-year terms, to align with the terms of the Sourcewell contract.

Background Discussion:

Various City Departments utilize W.W. Grainger to purchase supplies for typical operations and maintenance activities. As a well-known industrial supply company, W.W. Grainger supplies over 1.5 million different products and offers next-day delivery on most orders. They provide miscellaneous equipment, parts, and supplies from small electric motors and pumps to various fasteners and specialty tools, to personal protective and safety equipment.

The City’s Purchasing policy dictates that for cumulative purchases over $2,500 annually, a vendor contract must be established, and that the vendor selection be done through a competitive bidding process. Due to the large number and variety of parts, equipment and supplies used at various rates, bidding this specific contract would be complex. Sourcewell procures contracts nationally by soliciting bids through a competitive process that meets or exceeds local requirements. In turn, these contracts become available to local governments to utilize, or attach, which is allowed under the City’s Purchasing Policy.

This contract will help consolidate like-spending among the City’s departments into a single contract, where feasible, and allow for the lowest and best price for the parts and supplies needed.

Visalia City Council Page 1 of 2 Printed on 9/29/2023
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File #: 23-0364 Agenda Date: 10/2/2023 Agenda #: 8.

Historical Spending:

FY2020-21 = $42,926
FY2021-22 = $34,149
FY2022-23 = $38,712
Fiscal Impact:

The pricing included in the Sourcewell contract has been competitively bid based on the supplier’s ability to offer discounted and customer specific pricing. Purchases under this contract will be paid for out of each division’s individual operating budget.

Prior Council Action:

N/A
Alternatives:

The Finance Department could issue a formal Request for Bids for the purchase of these supplies, parts, and equipment. This is not recommended as the purchase prices utilize the competitively bid Sourcewell contract, which represents significant savings off list prices.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to utilize Sourcewell Contract No 091422 with W.W. Grainger, Inc. to provide parts, equipment, and industrial supplies used for maintenance and repair operations city-wide. The contract will be not-to-exceed $50,000 per year, and a maximum of $250,000 over the life of the contract. This contract will have an initial 3-year term which will expire Nov. 8, 2026, and may be extended for two additional 1-year terms, to align with the terms of the Sourcewell contract.

Attachments:

W.W. Grainger, Inc. - Sourcewell Contract
W.W. Grainger, Inc. - Pricing Information
Visalia City Council Page 2 of 2 Printed on 9/29/2023
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091422-WWG
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Solicitation Number: RFP #091422

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and W.W. Grainger, Inc., 100 Grainger Parkway, Lake Forest, IL 60045, and Acklands-Grainger, Inc., 123 Commerce Valley Drive East, Suite 700, Thornhill, ON L3T 7W8, collectively referred to in the attached Proposal as, “Grainger North America” (separately and collectively herein, Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Facility MRO, Industrial, and Building-Related Supplies and Equipment from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires November 8, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to two times, for one additional year per extension, upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract. 












 


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2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.

Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s standard product warranty policy for Participating Entity purchases in the US or Canada (as revised from time-to-time) are available on the grainger.com and grainger.ca websites, respectively, and are incorporated by reference. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier will make available to Sourcewell, upon Sourcewell request, a current means to validate or authenticate Supplier’s authorized resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition, which may include a separate line item for freight other than standard ground shipment as described in the attached Proposal. This means that the quoted cost, with such additional freight on non-standard ground shipments, is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. 












 


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Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier’s standard product return policy for Participating Entity purchases in the US or Canada (as revised from time-to-time) are available on the grainger.com and grainger.ca websites, respectively, and are incorporated by reference.

Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. Supplier’s Proposal includes additional detail regarding its Hot List program for U.S. and Canadian Participating Entities.













 


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4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference. Supplier will not be required to produce third-party confidential or proprietary information as justification for a requested price change, however, Sourcewell will make its determination on a price change request based on the information provided.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. A Participating Entity may be required by Supplier to document the Participating Entity’s affiliation to this Contract prior to accessing the benefits of this Contract. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities 












 


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to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Supplier’s acceptable forms of payment and payment terms are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, orders for non-catalog sourced products or services, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements.

Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. 












 


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D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;













 


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x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities less returns, credits, tax, and additional freight handling charges. The Administrative Fee must be included in, and not added to, the pricing.

Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.













 


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10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.

E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any negligent or intentional act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by Supplier’s negligent or intentional act or omission causing some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.













 


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12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Each party has the right to inspect the other party’s use of the licensed trademarks and the advertising and promotional materials used in connection with the licensed trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.













 


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B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. Once approved, marketing material can be used by Supplier for engagement with potential or existing Participating Entities.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.

14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party claiming Force Majeure must provide the other party prompt written notice.

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 












 


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2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. This subparagraph 3 does not apply to invoice payment disputes in jurisdictions in which contract law requires Supplier to mitigate its damages.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract.

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less 












 


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broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this 












 


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Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 












 


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20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds, and the Participating Entity has provided Supplier with advance written notice that additional federal requirements may be applicable.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted 












 


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Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions.

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier 












 


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certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are 












 


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contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, and following consultation with the Participating Entity to assess Supplier’s ability to comply, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by a Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.













 


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P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.

Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell W.W. Grainger, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Allison Darling
Title: Chief Procurement Officer Title: Sr. National Government Sales Manager Grainger US
Date: ________________________ Date: ________________________ 












 








 






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Approved: Acklands-Grainger, Inc.

By: __________________________ By: __________________________ Chad Coauette Marty Luciw
Title: Executive Director/CEO Title: Sr. Government Sales Manager Date: ________________________ Date: ________________________ 












 








 







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