CITY OF VISALIA, CALIFORNIA
REQUEST FOR PROPOSALS (RFP) 22-23-68
Playground Design & Installation Services Riverbend Park
SEALED PROPOSALS will be received by the Purchasing D ivision located at 707 West Acequia, Visalia, CA 93291, until 2:00 p.m. on We dnesday, November 29, 2023 , for Playground Design & I nstallation Services at Riverbend Park , located at 2534 N Court Street, Visalia, CA. Interested Proposer s m ust propose on all items included in the specifications.
Two mandatory conferences have been scheduled for this project as follows:
Tuesday, November 7, 2023, and
Wednesday, November 8, 2023
Interested Proposers are required to attend at least one of the mandatory meetings to be considered eligible to propose on the project. Each meeting will begin at 10:00 a.m. at Riverbend Park, located at 2534 N. Court Street in Visalia, CA.
PROJECT COMPLETION: Contractor shall order playground equipment and shade structure within ten (10) days of receiving the Notice to Proceed and complete the project w ithin forty-five (45) working days after equipment has been delivered.
REQUIRED BONDS: Awarded Contractor shall be re quired to submit a Performance Bond in the amount of one hundred percent (100%) of the agreement, as surety condition for the full, compl ete and faithful performance of the agreement. In addition, Awarded Contractor shall be required to furnish a Labor and Materials Bond in the amount of one hundred percent (100%) of the agreement if subcontractors are proposed to be used to complete this project.
LICENSE REQUIREMENTS: No bid will be accepted from a Contractor who is not duly licensed in accordance with the provisions of Chapter 9, Division III of the State of California Business and Professions Code and has a current Class D-34 Contractor’s license (minimum). See Section III for additional Department of Industrial Relations Requirements applicable to this project.
PROJECT BUDGE T/ENGINEER’S ESTIMATE : The City of Visalia does not provide an Engineer’s Estimate, however the total approved budget for th is project is approximately $200,000 which is an estimate of the total project delivery costs. This project is supported, in whole or in part, by federal award number SLFRP2005, awarded to City of Visalia by the U.S. Department of the Treasury. Federal Funds being utilized for this project are Am erican Rescue Plan Act Funds (ARPA). Proposals are required for the entire work.
TO OBTAIN SPECIFIC ATIONS AND BID DOCUMENTS: Electronic versions of plans, bid forms , and other contract documents may b e requested from the office of the Purchasing Divisi on by calling (559) 713 -4334, or by emailing your request to: [email protected]. If documents do not exceed the email file size capacity, they will be emailed to requestors, otherwise a USB drive containi ng the documents will be sent via U.S. m ail free of charge.
If documents are requested to be shipped o vernight via Fed -ex, the Contractor is responsible for all shipping charges incurred and wil l be bill ed by the shipping company directly. Documents are also available at various builders’ exchanges.
QUESTIONS: Direct questions regarding this Project to the Purchasing Department, at (559) 713 -4334 or email:
[email protected], Questions must be received by 4:00 p.m. on Friday, November 17, 2023.
PUBLIC WORKS CONTRACT: Notice is hereby given that this is a Publi c Works Project. Bidders/Contractors must be registe red with the California Departme nt of Ind ustrial Relations (DIR). In addition, contractors and subcontractors must be currently registered and qualified to perform public work pursuant to CLC sectio n 1725.5 to be qualified to bid, be listed in a bid propos al, or perform any public work for the City. Proof of registration for each contractor and subcontractor is required to bid.
663
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
This project will be subject to all applicable State and Federal Wage Determinations for all trades. The wages are set forth in the General Prevailing Wage Rate s for thi s project, available at City of Visalia address and available from the following website links: http://www.dir.ca.gov/dlsr/PWD/index.htm and http://www.wdol.gov/dba.aspx#0.
Contractor must comply wit h all State a nd Federal regulatio ns applicable to this contract, including prevailing wages. Prevailing wages paid shall be the higher of the two agencies (State & Federal).
Awarded Contractor will be required to furnish electronic payroll records for project to the Labor Commissioner. The Contractor must ensure that employees and applicants for employment are not discriminated against because of their race, color, religion, sex or national origin.
THE CITY HEREBY AFFIRMATIVELY ENSURES that Minority Business Enterprises and Disadvantag ed Business Enterprises (DBE) will be afforded full opportunity to submit pro posals in response to this notice. Individuals and/or entities submitting bids/propo sals to the City of Visalia w ill not be disc riminated against on the basis of race, religious creed, color, national origin, ancestry, physical or mental disability, medica l condition, genetic information, marital status, gender, gender identity or expression, age, sexual orientation, or military an d veteran status i n any consideration leading to the award of contract.
The right is reserved by the City of Visali a to reject any or all prop osals, to waive any irregularities or informalities not affected by law, to evaluate the proposals submitted and to award the contract according to the proposal w hich best serves the interests of said City.
Publish Dates: October 26, 2023
November 2, 2023
664
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
TABLE OF CONTENTS
Title Page
I. Definitions .................................................................................................................................... 6 II. Introduction ................................................................................................................................. 6 A. Information ....................................................................................................................... 6 B. Purpose, Objective, and Services to be Provided ........................................................... 7 C. RFP/Agreement Schedule ............................................................................................... 7 III. Scope of Services ....................................................................................................................... 7 A. Required Product ............................................................................................................. 7 B. Services of the Consultant ............................................................................................... 8 C. Consultant Responsibilities .............................................................................................. 8 D. City Responsibilities ......................................................................................................... 9 IV. Proposal Content and Format Requirements .......................................................................... 9 A. General Information ......................................................................................................... 9 B. Proposed Project Approach ............................................................................................. 9 C. Staff Qualifications and Related Experience ................................................................. 10 D. Proposed Fee Structure and Schedules ........................................................................ 10 E. Required Forms ............................................................................................................. 11 V. Consultant Selection Procedure ............................................................................................. 11 A. Criteria and Evaluation Points ........................................................................................ 11 B. Background Check ......................................................................................................... 12 C. Award of Contract .......................................................................................................... 12 VI. General Conditions ................................................................................................................... 12 A. Important Notice ............................................................................................................ 12 B. Contracting Agency ....................................................................................................... 12 C. Legal Responsibilities ................................................................................................... 12 D. Insurance ...................................................................................................................... 13 VII. Examination of Contract Requirements and Acceptance of Proposal Content ................. 14 A. Withdrawal of Proposals ................................................................................................ 14 B. Rejection of Proposals ................................................................................................... 14 C. Evaluation/Award of Contract ........................................................................................ 15 D. Proposal Pricing Guidelines ........................................................................................... 16 E. Assignment of Contract .................................................................................................. 16 F. Right To Require Performance ...................................................................................... 16 G. Ethics in Public Contracting ........................................................................................... 16 H. Equal Employment Opportunity ..................................................................................... 16 I. Venue ............................................................................................................................. 17 J. Proprietary Information .................................................................................................. 17 K. Incurring Costs ............................................................................................................... 17 L. Firearms Prohibited ........................................................................................................ 17 M. Russia Sanctions ........................................................................................................... 17 VIII. Measurement and Payment ..................................................................................................... 17 A. Billing and Payments...................................................................................................... 17 IX. Special Conditions Applicable to this Public Works Contract ............................................. 18 A. Department of Industrial Relations Requirements ......................................................... 18 B. City of Visalia Labor Compliance Manual ...................................................................... 18 C. Bonds ............................................................................................................................. 18 D. Project Administrative Issues ......................................................................................... 18 Complete Project ..................................................................................................... 18 Quantities/Change Orders ....................................................................................... 18 Omitted Items .......................................................................................................... 19 Extra Work ............................................................................................................... 19 Removal of Obstructions ......................................................................................... 19 Clean Up .................................................................................................................. 19 E. City-Contractor Relations ............................................................................................... 19 Project Manager’s Responsibility and Authority ...................................................... 19 Contractor/Contractor’s Superintendent .................................................................. 20 Project Site/Existing Utilities and Structures ........................................................... 20 665
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Signs, Barricades and Notice .................................................................................. 20 Labor (workmanship, qualification) .......................................................................... 20 Control of Materials ................................................................................................. 20 Storage of Materials ................................................................................................ 20 Materials and Shop Drawing Submittals ................................................................. 20 Forms (Must be completed and submitted with Proposal)
Contractor’s Information ................................................................................................................... 21 Contractor’s References .................................................................................................................. 22 Subcontractor Information ................................................................................................................ 23 Ownership Disclosure ...................................................................................................................... 24 Signature Page ........................................................................................................................... 25-26 Bidder’s Bond Form ......................................................................................................................... 27 Federal and State Requirements ..................................................................................................... 28 Acknowledgement ............................................................................................................................ 41 Attachments
Sample Contract .............................................................................................................................. 42 Sample Contractor’s Affidavit ........................................................................................................... 48
Exhibits Attached Separately
D-1. City of Visalia Labor Compliance Manual
D-2. Federal and State Prevailing Wage Determinations D-3. Site Maps
666
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
II.. DDEEFFIINNIITTIIOONNSS
For the purposes of this RFP NO. 22-23-68, 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”, “Co ntractor” and “S ubrecipient” are used interchangeably throughout th is invitati on to mean the person, firm, or corporation or other entity submitting a Bid in response to the Request for Bid.
4. “Bid” and “Proposal” ar e used inte rchangeably to mean an ind ividual’s or entit y’s offer in response to this Request for Proposal.
5. “RFP” means Request for Proposal No. 22-23-68
IIII.. IINNTTRROODDUUCCTTIIOONN
A. Information
The City of V isalia is r equesting proposals from qualified firms to provide the design and installation of new playground equip ment and safety ins pection for one (1) playground structure at R iverbend Park located at 2534 N. Court Street in Visalia, CA.
This project is supported, in whole or in part, by federal award number SLFRP2005, awarded to City of Visalia by the U.S. Department of the Treas ury. Federal Funds being utilized for this project are American Rescue Plan Act Funds (ARPA).
Plans & Specifications: An electronic version (flash drive) of the Plans and Specifications may be obtained free of charge at the Purchasing Division, 707 W. A cequia Street, Visalia, California, or by calli ng (559) 713- 4334, or emailing your request to [email protected]. Flash drives will be mailed out in U.S. Mail. If plans and specifications are requested to be shipped overnight, the Contractor will be respon sible for all shipping charges incurred and will be billed by the shipping company directly.
Prevailing Wages: Under the requirements of Labor Code section 1782 passed by SB7 and in compliance with City of Visalia Ordinance 2014 -13, this public works project is subject to Federal and State prevailing wages as specified in this document and attachments.
This pro ject is being funded with federal funds and is subject to th e payment of predetermined minimum wages mandated by the Davis-Bacon Act of 1931. A copy of the state and federal wage rates is enclosed.
This project is subject to the payment of State or Federal wage rates, whichever rate is higher.
Ten (10) days before the closing date of the bid, the project manager will review the prevailing wage rates enclosed with this proposal for updates. If changes are made, these will be included as an addendum to this proposal request.
License Requirements: No bid will be accepted from a Contractor who is not duly licensed in accordance with the provisions of Chapter 9, Division III of the State of California Bus iness and Professions Code and has a current minimum of a Class D-34 Prefabricated Equipment Contr actor’s license. See Section III for ad ditional Department of Industrial Relations Requirements applicable to this project.
Use of Subcontractors : Your proposal may include su bcontractors and you should clearly d elineate the responsibilities of each of those participants within your proposal. However, the City will recognize the party legally signing the Bid Proposal as prime contractor and contacting party, who, as such, will assume ultimate responsibility for ensuring compliance with the specifications, terms and conditions of the Invitation to Bid.
This Requ est for Proposals is being issued by t he City of Vis alia Purchasing Department on behalf of the Parks Maintenance Division. Unless otherwise d irected, all communications regarding this Request for Proposals should be directed to the Purchasing Division at (559) 713 -4334. However, to prevent misinterpretations, the P urchasing Division would prefer that all questions be se nt by email to [email protected].
667
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Any revisions to the Request for Pro posals will be issued and distributed as addenda. Proposers are specifically direct ed 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 r ejection of proposals.
B. Purpose, Objective and Services to be Provided
Visalia is located east of State Highway 99 an d along State Highway 198. Th e Ci ty’s populati on is approximately 1 40,000. Its inco rporated area covers approxi mately 36 squar e miles. The purpose of this project contract is to provide the City of Visalia with the highest quality playground structure expected by the City’s residents, City Council, City staff, and visitors of the community. The selected firm will work closely with the Project Manager and other City staff to ensure the most durable, playable, and unique playground design for the City of Visalia, its residents, and visitors.
C. RFP/Agreement Schedule
Event Date of Event
RFP Available to the public .............................................................................................. 10/26/2023 Proposer Conference #1 at 2534 N. Court Street at 10:00 a.m......................................... 11/7/2023 Proposer Conference #2 at 2534 N. Court Street at 10:00 a.m......................................... 11/8/2023 Deadline for Questions @ 4:00 p.m. ................................................................................ 11/17/2023 RFP due at 2:00 pm at 707 W. Acequia .......................................................................... 11/29/2023 Short list established and vendors notified .............................................................. December 2023 Interviews/Presentations with short-listed vendors (if required) ................................................... tbd Award of Contract @ City Council Meeting ................................................................. January 2024 Contract Begins ........................................................................... upon contract being fully executed
Italicized items and dates are at the City’s o ption. The City reserves the right to award contract solely on t he basis of proposal content.
IIIIII.. SSCCOOPPEE OOFF SSEERRVVIICCEESS
A. Required Products
Riverbend Park Playground Design
Work is to include:
• The demolition and removal of the existing playground structure. • Design of a 5 to 12 age-appropriate play system within the constr ucted play area boundaries, with minimal to no alterations to existing concrete curbs, equipment footings, landing mats. • Design of a free-standing sail type shade structure to p rovide maximum cove rage over entire playground structure.
• A minimum of twelve (12) inches of wood fiber fall zone material installed. • Installation of all playground equipment and shade structure. • Certified safet y inspection of completed p layground structure . This project will be the fina l turnkey step in completing the overall Riverbend Park Playground Replacement Project.
Playground Suppliers shall submit a maximum of (2) two designs per age-appropriate playground.
The City of Visalia requires Suppliers to design a play system that meets or exceeds all current federal CPSC, ASTM, IPEMA standards a nd ADA requiremen ts. The p roposals shall include the cost o f play s ystems, shade struc ture design and cost , inclusive of the equipment st ructures, detailed technical i nstallation instructions and maintenance & operations manuals from manufacturer.
The City of Visalia shall be exempt for any lia bility for costs i ncurred by unsuccessful Proposers Suppliers in preparation of the proposal.
668
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
B. Services of the Consultant
The City of Vi salia will requi re the consultant to perform the tasks detailed below and in the In troductory Section so tha t the cont ract will be c ompleted by the end of the forty-five (45) day contract period for the Project.
Awarded Cons ultant will be required to obtain from the City ’s Building Service s Di vision (315 E. Acequia Avenue) a Visalia Building permit for awarded project. The City of Visalia will pay for the cost of the building permit however it is the Awarded Consultant’s responsibility to obtain it.
This is a public works contract and therefore, the Awarded Consultant will be responsible for paying State and Federal prevailing wages for any trade performed t hat has a designated wage rate. Furthe r, the Awarded Consultant will be responsible for uploading certified payroll to the Lab or Commissioner and provide the City of Visalia pr oject manager with Contractor’s affidavit that labor codes were followed, and pre vailing wage rates were paid. The affidavit must be submitted to the City Proj ect Manager prior to final payment. A sample Contractor’s Affidavit is attached to the Sample Contract included with this RFP.
Consultant shall follow the requirements of the City of Visalia Labor Compliance Manual (Exhibit D-1) which is made a part of this RFP and subsequent contract/s.
C. Consultant Responsibilities
DESIGN ELEMENT GUIDELINES & PLAY SYSTEM SPECIFICATIONS
Suppliers should ba se their playground equipment designs o n meeting all accessibility and safety standards as well as the guidelines & s pecifications li sted in this RFP. Qua lity o f e quipment components, quality of design, play value, cost and appropriate ness to location an d target demographic must be taken into consideration and stay within budget in the design, demo, and construction and inspection of the play system.
The budget for this project is $200,000.
Riverbend Park 5 to 12 Playground Dimensions for Fall Surface: 100’ Diameter Approximate Perimeter.
Required Items:
1. All play system elements must meet and/or exceed all federal, CPSC, ASTM & IPEMA guidelines.
2. Play systems shall NOT be constructed solely of composite materials.
3. Play system must in clude engineered wood fiber surfacing at a minim um depth of (12) twelve inches over the entire play area.
4. Play system must include wear mats for all equipment as appropriate.
5. Add additional free-standing sail type shade stru cture to p rovide maximum coverage over entire playground structure.
6. A Playground Safety Inspection be performed by a Certified Playground Inspector to ensure the playground is in compliance with all CPSC safety requirements.
Play System Features in Priority Order:
7. Provide a minimum of one structure designed for ages 5 to 12.
Preferred Play System Qualities:
8. All play sy stem elements must demonstra te the high est level of durability in materials and finishes selected in consideration of child health and safety.
9. Structures should provide a variety of built-in activity panels and climbers.
10. Play system shall use forest green, tan and chocolate brown as primary colors.
In t he proposal, provide a list of the comp onents proposed for the Riverbend Par k play system. Include structure and co mponent model numbe rs, materials, co lor choices and recom mendations, pr otective are a requirements, target ag e ranges and developme nt le vels, target play ty pe or act ivity, estimated lifetime of equipment including manufactures warranty and any other relevant descriptive information.
669
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Play system design shall safely fit in the playground area as shown on the site plans in Exhibit D-3. Suppliers are encouraged to be creati ve in their designs and to ma ximize the role of unstructured play in the ir proposals. Suppliers may submit pro posals from n on-traditional type play ground structu res, if desir ed, in whole or as components of the overall playground.
D. City Responsibilities
• Compensate the consultant as provided in the contract agreement. • Provide a "City Representative" who will represent the City and who will work with the consultant in carrying out the provisions of the RFP.
• Examine d ocuments submi tted to the C ity by the Cons ultant and timel y render deci sions pertaining thereto.
• Give reasonably prompt consideration to all matters submitted b y the Consultant for ap proval to the end that there will be no substantial delays in the Consultant's program of work. • City will pay for the cost of the City Building Permit, but the Awarded Consultant is responsible for obtaining the permit from the City’s Buildings Division.
IIVV.. PPRROOPPOOSSAALL CCOONNTTEENNTT AANNDD FFOORRMMAATT RREEQQUUIIRREEMMEENNTTSS
The following are proposal requirements. Respondents are requested to organize their proposal i nto sections with tabs corresponding to the li sted selection criteria as follows. You must ans wer the following questions in the same s equence as below. A screening committee will e valuate the completeness of the response to the RFP.
A. General Information
• Cover letter referencing firm name, address, telephone number and email address. • Account Rep resentative or other person to contact fo r clarification of an y item co ntained in the proposal. Include telephone number and email address if different from above. • 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 must be identified. • Specify type of organization (individual, partnership, or corporation) and if applicable indicate whether you are:
o Small Business.
o Disadvantaged Business.
o Minority and/or Women-Owned Business.
• Complete and submit the required forms included in this document. • Provide sur ety information for a ll sureti es – General and Aut omobile Liability, Professional Liability E/O and Worker’s Compensation.
• References and Referrals
B. Proposed Project & Detail Regarding Project
Summarize your approach and understanding of the project and any s pecial considerations of which the City of Visalia should be aware. Clearly indicate the levels of participation you will expect from City of Visalia staff in the fulfillment of the contract.
Exceptions to the requirements of the RFP should be clearly delineated in this section.
In addition, you are i nvited 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 in formation in this s ection will aid t he City in the refine ment of the sc ope of work dur ing contract negotiations.
670
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
C. Staff Qualifications and Related Experience
1. Staff Qualifications and Experience
This section shoul d demonstrate the qualifications o f all pro fessional personnel to be assigned to t his project by pr oviding resume s/experience su mmaries describing their education, cre dentials, r elated 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 informati on for each subcontra ctor must be provided. Note: No work may be subcontracted, nor assigned, without prior written approval of the City of Visalia.
2. Related Experience
Include descript ive infor mation con cerning the experience of th e fir m. Include info rmation about previous projects that might be comparable, includ ing the size and ty pe of projects and t he s cope of services provided. These projects mu st de monstrate that the consultant ha s experienc e in des igning systems with multi us e fun ctions effective ly blended into neigh borhood design. In add ition, provide references for the three (3) mo st comparable projects for which your firm has pr ovided, or cu rrently is providing, similar services in the past three years.
List the projects in reverse chronological order and provide the following information for each project:
Indicate for each of these projects:
• Name of project or playground
• Project location (address)
• Brief description (type of construction, functional components, special design considerations) • Name of owner/entity
• Owner's contact person and telephone number
• Your firm's specific involvement (i.e., engineer, construction contractor, etc.) • The total contract amount awarded vs the final contract amount at end of project. • Status of completion
D. Proposed Fee Structure
A Proposed Fee Structure and S chedule shall be provided as par t of the RFP submitta l under separate , sealed cover. One (1) original Fee Structure and Schedule are required, no additional copies are needed.
Provide proposed fees, cost information, and recommend a b udget plan for al l services to be provided in the following format:
1. Proposers should review the requirements of this RFP and address all services in this fee sc hedule that might reasonably be expe cted to support the project. Indicate how the City wil l be invoiced for services, i.e., unit or hourly costs. This information should be detailed and broken down to include type of service and unit s of work or other a pplicable measur e (for example, sta ff hours at a certain rate).
Proposers should endeavor to provide a comp rehensive, fee schedule for the project, as the City will not include compensation in the contract for items not addressed.
• Include a total cost to provide services, based on the consultant’s fee schedule and the scope of work as outlined in this RFP. This cost will be used as a basis for negotiations.
• Clearly iden tify all costs for Tasks re lated to each project for wh ich a proposal is b eing submitted.
• Clearly identify all trades to be performed and the corresponding State and Federal prevailing wage det erminations for same. T he Awarded Contractor will be responsib le for uploading certified payroll to the Labor Commissioner and provide the City of Visalia project m anager with an affidavi t that labor codes and prevailing wage rat es were paid. The affidavit must be submitted to the City Project Manager prior to final payment.
671
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
2. The fee proposal submitted under separate, sealed cover, a long with the propos ed project approach, will be used as a basis for any contract negotiations. The actual scope of serv ices and fees included in the contract may be negotiated and may vary to satisfy the City’s actual needs.
E. Required Forms
• Several forms have been included in this RFP document that must be completed and returned with your proposal, (pages 21-41).
VV.. CCOONNSSUULLTTAANNTT SSEELLEECCTTIIOONN PPRROOCCEEDDUURREE
Selection of the successful proposal shall be gen erally based o n the informati on provided by the Vendors in response to the Request for Pro posals and any subsequent in terviews that may be condu cted. Consultant interviews will be held solely at the option and di scretion of the City of Visalia. The process for selection shall occur in the following sequence:
a. STEP ONE: Review Proposals
b. Identify Top 2 candidates based on qualifications & project design c. Interview “short-listed” firms (at the option and discretion of the City) d. STEP TWO: Review fees for Top 2 candidates based on proposal submittal and re-evaluate taking price into consideration
e. Award contract
A project Selection Committee, as deemed necess ary, will be formed to eval uate the proposals and to make recommendation to the Visalia C ity Coun cil. This committe e may consist of representatives of the user department, memb ers of the comm unity, members of the Coun cil, and may include a representative knowledgeable in playground systems from outs ide of the community. Names of th e Comm ittee 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 co nformance 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 contractor based solely on the information provided in the proposals received in response to the RFP. Should an interview take place, the key personnel respons ible for fulfillin g the requirements of the project shall be required to be present for the interview.
A. Criteria and Evaluation Points
The Committee will address t he following c riteria in evaluation of proposals in order to g auge the ability of a contractor to perform the services as specified. Th e same genera l criteria will be used to judge both t he proposal and the presentation, should the City choose to conduct interviews with short-listed firms.
Criteria: STEP ONE Max Points
1. Proposal addresses design guidelines and specifications 25
2. Quality of design, play value and target demographic 20
3. Quality and durability of equipment 20
4. Uniqueness of Equipment 15
5. Reputation and reliability of manufacturer 10
6. Overall quality of Proposal 10
Maximum Points: 100
Criteria: STEP TWO Max Points
1. Fee evaluation based on proposal submittal 10
Prior to the award of contract, the City must be assured that the proposer selected has all resources required to successful ly perform under the contract. This includes, but is not li mited to, personnel wi th the s kills required, equipment/materials and financial resource s sufficient to pr ovide services c alled for under t his contract. If during the evaluation process, the City is unable to assure itself of the proposer’s ability to perform under the contrac t if awarded, the City has the opti on of requesting from the prop oser, any infor mation that 672
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
the Cit y deems n ecessary to determine the proposer’s ca pabilities. If such informa tion 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 busi ness community. By submitting a pr oposal to the Cit y, the proposer consents to suc h an inquiry and agrees to make av ailable to the City such boo ks and re cords as the Ci ty 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 t o alert proposers to the p rovisions generally foun d in City contracts. The Draft Agreement may be alter ed from the enc losed form at the discretion of the City and without notice to consultant prior to award of contract. The City does not guarantee that th e Final Agreement will duplicate the enclosed Draft Agreement.
VVII.. GGEENNEERRAALL CCOONNDDIITTIIOONNSS
A. Important Notice
The City of Visalia will not be responsible for oral interp retations given by any City em ployee, representative, or o thers. Proposers are cautioned that a ny statements mad e that ma terially change an y portion of the proposal documents s hall not be relied upon unless subsequently ratified by a form al written amendm ent to the proposal document. The issuance of a written ad dendum is t he only official method whe reby interpretation, clarification, or addit ional information can be given. If an y addenda are issued to this Request for Proposals, the City will attempt to no tify all prospective vendors w ho have secured s ame. However, it will be the responsibility of ea ch vendor, prior to submitting t heir proposa l, 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
B. Contracting Agency
The contract resulting from this Request for Propo sals will be administered by the City of Vis alia Community Services Department and the Visalia Purchasing Division.
C. Legal Responsibilities
It is the re sponsibility of Contractor to c omply with all local, state, and federal laws and regu lations which apply to this projec t. This includes, but is n ot limited to, c ompliance with Uniform Bu ilding, Plu mbing, Mechanical, Electric, a nd Fire Codes. Contractor s hall pro vide a safe working env ironment in compliance with the Occupational Safety and Health Act, and California Health and Safety Code.
Contractor shall secu re all necessar y permi ts, licenses, and similar re quirements to carry out the project.
Contractor shall comply with all applicable labor laws and ensure against discrimination.
1. Business Tax Certificate
Possession of a City of Visal ia B usiness Tax Certificate is not requir ed to submit a propos al in response to this invitation. However, Contractor shall be required to possess, at his/her own expense, a valid and current City of Visalia Business Tax Certificate, prior to commencing wor k. For additional information, please contact the City of Visalia at (559) 713-4326 or email [email protected].
2. Professional License
Consultant is to be licensed in accordance with t he California Business and Professions Code and is to possess current professional registration and be licensed to perform work in the State of California.
3. Permits
Consultant shall b e re quired t o o btain and maintain a t his/her own expense, any and all per mits, licenses and certifica tions iss ued by any federal, st ate or local governmental agency, pertaining to, 673
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
and necessary for providing the services required in this Request for Proposals. However, the City of Visalia will pay the cost of the Building Permit, but the Awarded Contractor must o btain the permit from the City of Visalia Buildings Division.
D. Insurance
Indemnification and Insurance
As respects acts, errors, or omissions in the performance of services, VENDOR agrees to indemnify and hold harmless CITY, its ele cted and appoi nted off icers, employees, and C ITY designate d volunteers from a nd against any and all claims, demands, losses, defense costs, liability or consequential damages arising directly out of Vendor’s negligent acts, errors or omissions in t he 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 indemn ify and hold harmless VENDOR, its office rs, employees, a nd designated volun teers from and against any and al l losses, defe nse costs, liability or consequ ential damages to the extent ari sing 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 tho se acts or om issions normally co vered by general and a utomobile lia bility insuran ce, VENDOR agrees to indemnify, defend (at CITY’s option), and hold harmless CITY, its elected an d appointed officers, agents, employees, representatives, and volunteers from and against a ny and all claims, demands, defense costs, liability, or consequential damages of any kind or nature arising ou t of or in connection with Vendor’s (or Vendor’s subcontractors, i f any) performance o r failure to pe rform, u nder th e terms of this Agreement; except to the extent those which arise out of the negligence of CITY.
Without limiting CITY ’s right to indemnifi cation, it is agree d that VENDOR shall secure prior to commencing any activities under this Agreement, and ma intain during the term of this Agree ment, insurance cov erage as follows:
• Workers’ Compensation insurance as required by California statutes.
• Commercial general lia bility insurance with a combined si ngle l imit o f not l ess than One Million Dollars ($1,000,000) p er occurrence. Such insuranc e shall include cov erage fo r Premises and Operations, Contractual Li ability, Personal Inju ry Liability, Product s and C ompleted Ope rations Liability, Broad Form Prope rty Da mage ( if applicable), Indep endent Contrac tor’s Li ability (if applicable).
• Professional Liability insura nce cove rage, in an am ount not less than One Million Dollars ($1,000,000).
• Comprehensive Automo bile Liability coverage with a combined single lim it of not 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, li mited in sco pe or coverage, or non-renewed until after thirty (30) days prior writt en no tice has been given to the City of Visa lia, Purchasing Division, 707 W .
Acequia, Visalia, CA 93291, with the excep tion of cancellation for n on-payment of premium, in wh ich case ten (10) days’ notice shall be given.”
In ad dition, the Commercial general liability polic y required by this Agreement shall contain the following clauses:
“It is agree d that any insurance mai ntained by the City of Visa lia shall apply in excess of and not contribute with insurance provided by this policy.”
“The Ci ty o f Visalia, its officers, age nts, employees, representa tives and volu nteers are added as additional insured as respects operation s and activities of, or on behalf of the named insure d, performed under contract with the City of Visalia.”
674
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
The s uccessful bidder shall m aintain the insura nce for the life of the co ntract. Endor sements are to be received and approved by the City before w ork commences. Should Consultant cease to have insur ance as required during any time, all wo rk by Consultant pursuant to th is a greement s hall cease until i nsurance acceptable to the City is provided.
In addition to any other remedies CITY may have if CONSULTANT fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, CITY may, at its sole option:
1. Obtain such insur ance and deduc t and retain the amount of the premi ums for such insurance f rom any sums due under the Agreement; or
2. Order CONSULTANT to stop work under this Agreement and/or withhold any payment(s) which become due to CONSULTANT hereunder until CONSULTANT demonstrates compliance with th e requirements hereof; or
3. Terminate this Agreement.
VVIIII.. EEXXAAMMIINNAATTIIOONN OOFF CCOONNTTRRAACCTT RREEQQUUIIRREEMMEENNTTSS AANNDD AACCCCEEPPTTAANNCCEE
OOFF PPRROOPPOOSSAALL CCOONNTTEENNTT
Before submitting a proposa l, prop osers must satisfy themselves by personal examination of the pr oposal requirements and other contract documents, and by any other mean s 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 submiss ion of a propos al shall be considered conclusi ve ev idence that the prop oser has caref ully 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 pe rformed and as to the req uirements of t he p roposal. Subm ission of a proposal shall also be evidence that the proposer is familiar with directives th at in any way affect prosecution of the work or persons engaged or employed i n the work.
No proposer shall at any time after submiss ion of a propo sal make any claim or assertion that there was any misunderstanding or lack of information regarding the natu re or amount of work necessary for satisfactory performance under the contrac t. If the proposer receives an award as a result of this Request for P roposals, failure to have m ade such investigations a nd ex aminations wi ll 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 ignoranc e of such cond itions and requir ements be accepted as a basi s for c laim whatsoever by the proposer for additional compensati on. Any errors, omis sions, or discrepancies found in the speci fications or other contract documents shall be called to the attention of the City an d clarified prior to the su bmission of proposals.
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 s uccessful proposer shall become contractual obligations if procurement action ensues. Failur e to a ccept these ob ligations in a contractual agreement shall result in canc ellation of award.
A. Withdrawal of Proposals
Any proposal may be withdr awn a t any time pr ior to th e time fixed in the public notice f or the re ceipt o f proposals, only by written req uest for the withdr awal of the proposal filed wi th the Purchas ing Division. T he 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 proposa l. No proposal may be withdrawn after the time fixed in the public notice for the receipt of proposals.
B. Rejection of Proposals
The City of Visalia reserves the right to reject any or all proposals; t o waive any requirements, both the City's and those propo sed by the vendor; to waive any ir regularities o r informalitie s in any propos al or the RFP process when it is in the best interest of the City to do so; to negotiat e for th e modification of an y proposal 675
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
with mutual consent of the proposer; to re -advertise for proposals, if desired; to sit and act as sol e judge of the merit and qual ifications of the service off ered and; to evaluate in it s absolute d iscretion, the prop osal of each vendor, so as to selec t the vendor which best serves the requirements of the Ci ty, thus insuring that the best in terest of the City will be s erved. Proposer ’s past p erformance and the C ity's a ssurance that each proposer will provide service as proposal, will be taken int o consi deration when pro posals are being evaluated.
The City may make such investigation as it deems necessary to determine the ability of a proposer to furnish the required services, and the prop oser will fu rnish to the City a ll such information and data for th is purpose as the City may request. The City reserves the right to reject a ny proposal if the evidence su bmitted by, or investigation of, such proposer fails to satisfy the City that such pr oposer is properly qualified to carry out the obligations of a contract and to deliver the services contemplated herein or; the proposal of any proposer who has previously failed to per form properly, or comple te on time, contract s of a similar nature. Any material misrepresentation or m aterial falsification of informatio n pro vided to the City i n the proposer’s proposal submission, or at any point in the proposal evaluation process, including any interview conducted, is grounds for rejection of the proposal. In the event that the misrepresentation or falsification is not discovered until after any agreement is awarded, the agree ment may be termin ated at t hat time. A determina tion as to whe ther a misrepresentation or falsification of the proposal submission is material shall be made solely in the exercise of the City’s sound discretion. The City expressly reserves the right to reject the proposal of any proposer who is in default on the payment of taxes, licenses or other moneys due to the City of Visalia.
C. Evaluation/Award of Contract
Evaluation and selection of proposals will be based on th e information called for in this RFP. Bro chures or other promotional presentations beyond that sufficie nt to submit a complete and effective propo sal are not desired. Elaborate artwork, expensive paper or binders, and expensive visuals are not necessary.
Proposals will be evaluated by a Selectio n Committee. The City reserves the right to make the selection of a proposer based on any or all factors of value , whether quantitati vely identi fiable or not, inclu ding, b ut not limited to, the anticipated initiative and ability of the proposer to perform the services set forth herein.
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:
1. Proposer is an independent contractor, not an employee, agent or officer of the City.
2. Contract, should it be award ed, shall be interpr eted, const rued, and given effe ct in a ll respects according to the laws of the State of California.
3. Should proposer be awarde d contract, proposer shall not assign contract, or any part thereof, or an y moneys due or to become due thereunder, without prior consent of the City.
4. Proposer shall indemnify and hold harm less the City, its off icers, officials, employ ees, and agents from and against all claims, damages, losses, and expenses caused in whole or in part by any negligent act or omis sion of t he proposer , its consu ltants, subcontracto r, anyone directly or indire ctly em ployed by any of them, or anyone for who se acts any of them may be liable, except where cau sed by the active negligence, sole negligence, or willful misconduct by the City.
5. Proposer shall hold the City harmless from liability of any nature or kind, including cost and expenses for infringement or use of any copyrig hted composition, secret proces s, patented or unpatented invention, article or appliance furnished or used in connection with the contract.
6. Proposer warrants th at no g ratuities, in the for m of gi fts, entertainment, or otherwise, were offered or given by the proposer, to any officer or employee of the City with a view towar d securing the contract or securing favor able treatment with respect to any determination co ncerning the performance of the contract. For breac h or violation of this warranty, the City sh all have the r ight to terminate the contract either in whole or in part. T he rights and remedies of the City p rovided in this clau se shall no t be exclusive and are in addition to any other rights and remedies provided by law or under the contract. 676
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
D. Proposal Pricing Guidelines
Proposer shall provide proposed fees and cost inform ation as a part of this Request for Pr oposals. Proposed fees shall be submitted under separate, sealed cover.
E. Assignment of Contract
No assignment by the vendor of the contract or a ny 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.
The failure of the City at any time to requi re 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 t he 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.
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 n o way affect the right of the City there after 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 su bmitting a proposal, certifies that it is not a par ty to any collusive action or any action that may be in violation of the Sherman Antitrust Act by submitt ing a proposal, t he 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 w ith t he request for proposal ; and that it has not conferr ed on any publ ic employee, publ ic member or public official having respons ibility for this procurement tran saction, any payment, loan, subscription, advance, deposit of money, services, or anyt hing of more than n ominal value.
The proposer further certifies that no relat ionship exists be tween itself and the City or another person or organization that interferes with fair competition or co nstitutes a conflict of interes t with respect to a contract with the City of Visalia.
Prior to the award of any contract, the potential Consultant may b e 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 f air competition or is a conflict of interest with respect to a contract wit h the City of Visalia.
More than one propo sal from an individual, firm, par tnership, corporation or as sociation under the same or different names may be rejected. Reas onable 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:
1. Proposer shall comp ly with all the r equirements, when applicable, of the Califo rnia Fair Employment Practice Com mission and provisions of , when ap plicable, all Federal, State of California, County of Tulare and City of Visalia laws and ordinances related to employment practices.
2. Proposer shall not discriminate against any employee o r applicant for employment on the basis of race, religion, color, g ender, age, handicap, national or igin or anc estry, ex cept w hen s uch a c ondition is a bona fide occupational qualifi cation reasona bly necessary for the normal operations of the proposer.
The proposer agrees to post in consp icuous p laces, visible to the empl oyees and applicants f or employment, notices setting forth the provisions of this nondiscrimination clause.
3. Proposer, in all sol icitations or adv ertisements for employees, placed by, or on behalf of the proposer, shall state that proposer is an Equal Opportunity Employer.
677
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
I. Venue
Any contract resulting from this solicitation shall be governed by, and construed in acco rdance with, the laws of the St ate of California. Venue for any litigation arising out of the contract will be vested in Tulare Count y, California.
J. Proprietary Information
The proposals received shall become the property of the City of Visalia and are su bject to publi c disclosure.
Proposal prices and information submitted by proposers will be made available to proposers after City Council has approved award of contr act. 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 busin ess 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 t o the public if s uch disclosure is required or permitted under the California Pu blic Records Ac t or othe rwise by law. Pr oposers who indiscriminately an d without ju stification identif y most , or all, of th eir 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 Ci ty of Visalia Departm ent Head, or an exemptio n in the contrac t. If a contractor/vendor/consultant is cau ght carryi ng a gun, without Ci ty permission, th eir contract will be terminated.
M. Executive Order N-6-22 – Russia Sanctions
On March 4, 2022, Governor Gavin Newsom issued Executive Order N -6-22 (th e EO) regarding Economic Sanctions against Russ ia and Russian entities and individu als. “ 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. B y submitting a b id or proposal, Contractor repr esents that it is not a target of Economic Sanctions. Should the State determine Contracto r 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 con tract execution, or, if determined after cont ract execution, shall be grounds for termination by the State.
VVIIIIII.. MMEEAASSUURREEMMEENNTT AANNDD PPAAYYMMEENNTT AA.. Billing and Payments
Awarded Vendor is fully responsible for assuring that all services arising from the agreement are billed at the correct and applicable contract prices. The vendor is required to establish and m aintain a process to monitor its billing practices and will refund all overcharges that may occur.
In connection with any discount offered , time w ill be co mputed from the d ate of co mplete delivery of the service as sp ecified, or from the date corr ect inv oices a re rece ived if that date is la ter t han the date of delivery. For the purposes of earning the discount, payment is deemed to be made on the date of the mailing of the City check.
The City of Visalia shall withhold retention in the amount of 5% of invoice d amount for completed wo rk.
Retention shall be held until thirty-five (35) days after the filing of a Notice of Completion.
678
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
IIXX.. SSPPEECCIIAALL CCOONNDDIITTIIOONNSS AAPPPPLLIICCAABBLLEE TTOO TTHHIISS PPUUBBLLIICC WWOORRKKSS
CCOONNTTRRAACCTT
A. Department of Industrial Relations R equirements, Public Works Contractor Registration Program and Project Labor Agreements
Notice is he reby g iven that t his is a Publi c Works Project. All contrac tors and s ubcontractors (including Consultants and Sub-Consultants) bidding and performing work on Public Works Projects must:
1. Be currently registered with the California Department of Industrial Relations (DIR)
2. Furnish electronic payroll records for new projects to the Labor Commissioner No contract will be awarded unless that contractor and/or subc ontractors are regi stered with the Californ ia Department of Industr ial Relations (DIR). Bi ds subm itted b y unregis tered contractors or list unreg istered subcontractors will be rejected as non-responsive.
A contractor or subcontractor shall not be qual ified to bid on, be listed in a bid proposa l, subject to the requirements of Section 4104 o f the P ublic Contract Code or engage in the performance of any cont ract for public wor k, as d efined in this chapte r, unl ess c urrently registered and qualified to per form public work pursuant to Section 1725.5 . It is not a violation of this section for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contra ct Code, pro vided the contractor is registe red to perform public wo rk pursuant to Section 1725.5 at the time the contract is awarded.
If a project labor agreement (the term “project labor agreement” is defined in Public Contract Code 2500(b)(1) as a pre -hire collective barg aining agreement that es tablishes term s and cond itions of employment fo r a specific c onstruction project or pro jects and is an agreement d escribed i n Section 158(f) of Title 29 of the United States Code) is used, then it must comply with the taxpayer protection provisions set for th in Public Contract Code section 2500(a). City of Visalia has no ordinances requiring or prohibiting such agreements.
B. City of Visalia Labor Compliance Manual
Consultant shall fulfill requirements of Departme nt of Industrial Re lations and California Labor Codes by complying with the City of Visali a Labor Compliance Manua l which is incor porated into hi s RFP and subsequent contract as an attachment and available at visaliapurchasing.org. Executed contract will include a hard copy of this document.
C. Bonds
Awarded Contractor shall be re quired to submit a Performance Bond in the amount of one hundred percent (100%) of the agreement, as surety condition for the full, complete and faithful performance of the agreement. In addition, Awarded Contract or shall be required to furnish a Labor and Materials Bond in the amount of one hundred percent (100%) of the agreement if subcontractors are proposed to be used to complete this project.
According to City standards the surety company mus t be eithe r a Cal ifornia Admitted Surety OR current Treasury Listed Surety (F ederal Register) to its specified dollar limitation AND a current A.M. Best A: VIII rated surety.
D. Project Administrative Issues
1. Complete Project
The successful consultant shall be responsible for providing all materials, labor, equipment, and services necessary to fulfill the requir ements of t his RFP. It is the in tent of this RFP and related agreement to describe a functionally complete project.
2. Quantities/Change Orders
The City reserves and shall have the right to make such changes to the w ork as may be nec essary and desirable to comple te the work originally intended in an acceptable manner. Unless otherwise specified herein, the Project Manage r shall be and is hereby authorized to make such changes in the work as may increase or decrease t he originally aw arded contract quan tities and/o r total contract cost. The Contract Price, or the amount due the Contractor will only be reduced/increased aft er the price change is reviewed and authorized by the City of Visalia Change Order Committee.
679
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Should the Contr actor di sagree with any terms o r c onditions set forth i n an a pproved contract change order not executed by the Contractor, the Contractor sha ll submit a written protest to the Engineer within 15 days after the receipt of the approved contract change order and the procedures outlined in Section 4-
1.03 of the Standard Specifications apply.
If a requested chang e order is sent b ack to the Contractor for revisions, the Contractor has 15 (fift een) calendar days to resubmit.
Changes s hall not in validate the contract nor release th e surety, and the Contractor agrees to accept payment for such changes as if the alter ed work had been a part of the original contract. These changes which are for work within the general scope of the contract shall be covered by Change Orders issued by the City. Change orders for altered work shall include extensions of contract time whe re, in the Project Manager’s opinion, such extensions are commensurate with the amount and difficulty of added work.
Excessive altere d work shall be covered by supplemen tal agreement that is subject to funding agency approval as applicable. If the City an d the Contractor are unable to agree on a unit adjustment for any contract item that requires a supplemental agreement, the City reserves the right to terminate the contract with respect to the item and to make other arrangements for its completion.
3. Omitted Items
Project Ma nager is authorize d to omit minor contract items. Major ite ms must be omitted by supplemental agreement.
4. Extra Work
Contractor is prohibited from doing extra work, unless authorized in writing by Project Manager before the work is done. The Project Manager should obtain authorization from the Change Or der Committee before agreeing to extra work requested by the Contractor. In the instances where it is necessary for the work to be done immediately, the Project Manager may authorize the work prior to taking the additions to the Change Order Committee. Payment for approved Extra Work shall be as ag reed to in writing by the Project Manager prior to the Extra Work being completed or the Change Order Committee shall approve an increase in a Change Order issued after the Extra W ork is completed. No additional payment is due for unauthorized Extra Work.
If the Project Manager authorizes Extra Work but the payment for the Extra Work has not been agreed to in writing prior to the work b eing completed, th en C ontractor shall su bmit to the Project Manager the documentation required for a Change Order wi thin for ty-five (45 ) days of co mpleting the Extra Work.
The Project Manager will submit a Change Order request for review and approval by t he Change Order Committee. If the Contr actor does not submit any documen tation wi thin that time period, the Project Manager may move forward with issuing a Change Order to adjust the contract price.
5. Removal of Obstructions
Contractor shall remove and dispose of all st ructures, debris or other obstructions of any character required for completion of the project. Any temporarily removed or relocated items shall be replaced.
6. Clean Up
Prior to acceptance and final payment, Contractor shall cle an up t he s ite of work, and any areas occupied by Contractor in connection with the project.
E. City-Contractor Relations
1. Project Manager’s Responsibility and Authority
City will designate a Project Manager. All work shall be done under the genera l supe rvision of such Project Manager or his or her designee(s). The Project Manager shall decide issues of quality and acceptability of m aterials, wo rk p erformance, rate of progress of work, interpretation of drawings and specifications, and all question s rela ted to f ulfillment o f the contract for the project. Project Manager shall not h ave control over ac ts or omissions of the C ontractor, Subcontractors, their agents or employees.
680
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
2. Contractor/Contractor’s Superintendent.
Contractor shall bear all re sponsibility for, and have all control o ver, the construction means, methods, techniques, sequences, procedures and saf ety precautions or programs rel ated to th e project.
Contractor may designate a superintendent.
3. Project Site/Existing Utilities and Structures
(a) Contractor shall take care to avoid, but shall be responsible for, all damage to existing s tructures, including, but not li mited to temporary or perma nent fen cing, sewers, water service, drai ns and culverts, underground utilities, and the like.
(b) USA Notification. Contractor shall notify underground service alert (“USA) of times and locatio ns of proposed excavations.
i. Contractor sha ll notify ow ners o f and be res ponsible fo r damage to ut ilities and substructures.
ii. If damage occurs to an unknown utility, Contractor shall repair the utility. iii. Contractor sh all not m ake connection to or draw water fr om any hydrant or pipeline without first obtaining permission to do so.
4. Signs, Barricades, and Notice
Contractor must provide and maintain proper bar ricades, fences, signal lights, watchmen, and notice in general to the surrounding public, in accord with local, federal, and state requirements.
5. Labor
(a) Workmanship. Workmanship shall be equal to the best general practice of modern-day fabrication shops and good construction practice.
(b) Qualification. Contractor shall ensure that each e mployee who works on this project is qualified to perform their assigned duty in a safe manner.
6. Control of Materials
(a) Source of Supply and Quality of Materi als Guarantee. All mat erials, parts and equipment supplied by the Contr actor shall be new and of a quality equal to that specified. Mater ials which become unfit for use shall not be used for the project.
(b) Equivalent Materials. Trade names or manufac turer’s cata log informa tion, wh ere used, are a means of indicatin g kind, type, design, style, finish, durabi lity or quality desired and are not intended to exclude or omit the products of any responsible manufacturer, if such products are equal in every re spect to tho se specifie d. The burden of proof o f compliance with the specifications is the re sponsibility of Contractor. City shall be th e sole judge as to the adequacy of any item for substitution.
(c) Manufacturer’s Directions. Manufactured articles, materials and equipment shall be applied, installed, connected, erected, used, cleaned and conditioned as directed by the manufacturer.
7. Storage of Materials
Materials shall be stored to ensure the preservation of their quality and fitness for the p roject. Contractor assumes full re sponsibility for ensuring that the project and materials are pr otected until project is completed. Any cost for storage of materials is the responsibility of the Contractor.
8. Materials and Shop Drawing Submittals
If applicable, Contractor shall submit to Project Manager for approval, two (2) copies of the materials list and detai led dimensional shop drawing s covering all Co ntractor-furnished items of equipment. Prio r approval by Project Manage r is required. S uch approval s hall not rel ieve the Contractor from th e responsibility of deviation fro m the Contract u nless Contractor has, in writing, called to the attention of the Project Manager such deviations.
681
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
BIDDER’S NAME: ____________________
CONTRACTOR’S INFORMATION
Submit with Bid Proposal
STATE CONTRACTOR’S LIC. CLASS:_________ #_______________________EXP. DATE:___________
STATE D.I.R. REGISTRATION #___________________________________
FEDERAL TAX I.D. #______________________________________
CITY OF VISALIA BU SINESS TAX CERT IFICATE #__________________________________ A City of Visal ia Business Tax Certificate (license) is not required to submit a bid; however, vendor is required to obtain a City Licen se prior to commencement of wor k. Contact the Business Tax Division for with any questions at (559) 713 -4326 or [email protected].
682
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
683
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
SUBCONTRACTOR LISTING
The Proposer hereby designates below for the project, opposite v arious portions of the work, t he names, and locations of t he pl aces of busi ness o f each subcontra ctor who will perform work or labor in an amount in excess of one-half of one percent (1/2 of 1%) of the of the total bid. A ll work not listed below shall be performed by the undersigned BI DDER. It is understood that the BIDDER, if awarded the contract, shall not substitute any subcontractor i n place of the subcontractors herein designated wit hout the approval of the Project Manager.
SUBCONTRACTOR INFORMATION & TRADE CLASSIFICATION (CIRCLE ALL THAT APPLY)
1. Subcontractor Name:
Performing
_____% of
project work
Asbestos
Boilermaker
Bricklayers
Carpenters
Carpet/Linoleum
Cement Mason
Drywall Finisher
Drywall/Lathers
Electricians
Elevator Mechanic
Glaziers
Iron Worker
Laborers
Millwrights
Operating
Engineers
Painters
Pile Drivers
Pipe Trades
Plasterers
Roofers
Sheet Metal
Sound/Comm
Surveyors
Teamster
Tile Worker
Other:_________
Business Address:
Email Address:
CSLB # Expires:
DIR Registration #
2. Subcontractor Name:
Performing
_____% of
project work
Asbestos
Boilermaker
Bricklayers
Carpenters
Carpet/Linoleum
Cement Mason
Drywall Finisher
Drywall/Lathers
Electricians
Elevator Mechanic
Glaziers
Iron Worker
Laborers
Millwrights
Operating
Engineers
Painters
Pile Drivers
Pipe Trades
Plasterers
Roofers
Sheet Metal
Sound/Comm
Surveyors
Teamster
Tile Worker
Other:_________
Business Address:
Email Address:
CSLB # Expires:
DIR Registration #
3. Subcontractor Name:
Performing
_____% of
project work
Asbestos
Boilermaker
Bricklayers
Carpenters
Carpet/Linoleum
Cement Mason
Drywall Finisher
Drywall/Lathers
Electricians
Elevator Mechanic
Glaziers
Iron Worker
Laborers
Millwrights
Operating
Engineers
Painters
Pile Drivers
Pipe Trades
Plasterers
Roofers
Sheet Metal
Sound/Comm
Surveyors
Teamster
Tile Worker
Other:_________
Business Address:
Email Address:
CSLB # Expires:
DIR Registration #
if more space is needed to list additional subcontractor and tr ade classifications, plea se l ist r emaining subcontractors on a separate sheet of paper (pr oviding all requested information for each subcontractor) and submit with Proposal.
684
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
685
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
686
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
687
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Submit With Bid Proposal
BIDDERS BOND
KNOW ALL MEN BY THESE PRESENTS: That we, ________________________________________ as principal, and ________________________________________ as surety, are held and firmly bound unto the City of Visalia in the sum of ten percent (10%) of the total amount of the bid price of the principal, to be paid to the said City for which payment well and truly to be made, we bind ourselves, our heirs, executors, and administrators, successors, or assigns, jointly and severally, firmly by these presented.
THE CONDITION OF THIS OBLIGATION IS SUCH, that whereas the prin cipal has submitted the above- mentioned bid to the City of Visalia for certain construction specifically described in:
RFP 22-23-68
Project Name: PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK
NOW THEREFO RE, if the aforesaid principal is awarded the contract, and within the time and manner required under the specifications, after the prescribed form in accordance with the bid, and files the two bonds with the City of Visalia , one t o guarantee faithful performance and the other to guarantee payment of labor and materials, as required by law, then this obligation shall be null and void, otherwise it shall be and rem ain in full force and virtue.
In the event su it is brought upon this bond by the obligee and judgment is recovered, the surety shall pay all costs incurred by the obligee in such suit, including a reasonable attorney's fee to be fixed by the court.
IN WITNESS WHEREOF, we have set our hands and seals on this _______ day of ____________20_____.
_______________________________________
(Principal)
_______________________________________ ___________________________________ (Signature and Title) (Witness)
_______________________________________
(Surety)
_______________________________________ ___________________________________ (Signature and Title) (Witness)
SIGNATURES OF PRINCIPAL AND SURETY MUST BE WITNESSED BY NOTARY (Attach appropriate acknowledgment)
688
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
FEDERAL AND STATE REQUIREMENTS
All federal procurement requirements prov ided in Uniform Guidance 2 CFR Part 200 shall be in effect. In addition, the fo llowing terms and conditions apply to you, the contractor (including consultants/vendors), as a contractor of the City of Visalia.
The services per formed by the awarded Contrac tor shall be in compliance with all applicable grantor regulations/requirements, and additional requirements specified in this document. It shall be the awarded Contractor’s responsibility to a cquire and utiliz e the necessary m anuals and guidelines that ap ply to the work required to complete this project. In general,
1) The contractor (including all subcontractors) must insert these contract provisions in each lower tier contract (e.g., subcontract or sub-agreement).
2) The contra ctor (or subcontractor) must in corporate the applicable requi rements of these contract provisions by reference for work done under any purchase orders, rental agreements and other agreements for supplies or services.
3) The prime contractor is responsible for compliance with these contrac t provisions by any subcontrac tor, lower-tier subcontractor, or service provider.
1. ACCESS TO RECORDS (42 CFR 420.302)
(A) The Contractor agrees to provide the City of Visalia, the U.S. Department of Treasury, the Comptroller General of the United States, HHS, or any of their authorized representatives access to any books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts, and transcriptions. The Contractor agr ees to permit any of the foregoing parties to reproduce by any means or to copy excerpts and transcriptions as reasonably needed and agrees to cooperate with all such requests. (B) The Contractor a grees to provid e the Treasury De partment or authorized represen tatives access to construction or other work sites pertaining to the work being completed under the contract. (C) No language in this contract is intended to prohibit audits or internal reviews by the Treasury Department or the Comptroller General of the United States.
2. AMERICANS WITH DISABILITES ACT COMPLIANCE (42 U.S.C. 12101 et seq) 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, Agreement, or Purchase Order.
By commencing performance of the work, the selected BIDDER certifies to the Americans with Disabiliti es Act compliance.
3. BIDDER’S STATEMENT ON P REVIOUS CONTRAC TS SUBJECT TO EQU AL EMPLOYMENT OPPORTUNITY CLAUSE (EXECUTIVE ORDER 11246)
The BIDDER shall complete the following statement by checking the appropriate blanks:
The BIDDER has has not participated in a previous contrac t subject to the Equal Employment Opportunity Clause prescribed by Executive Order 11246, as amended, of September 24, 1965.
The BIDDER has has not submitted all compliance reports in connection with any such contract due under the applicable filing requirements; and that representations indicating submission of required compliance reports signed by proposed subBIDDERS will be awarded 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 689
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
a compliance report on Standard Form 100 “Employee Information Report EEO-1” prior to award of this contract, agreement, or purchase order.
Note: Failure to complete the blanks may be grounds for rejecting the bid.
4. BONDING REQUIREMENTS (2 CFR 200.326)
The BIDDER acknowledges the requirement for construction or facili ty improvement contracts, agreements, or purchase orders or subcontracts exceeding the Simplified Acquisition Threshold. The City of Visalia accepts the bonding policy and requirements in compliance with Federal guidelines as set forth below:
(A) A Bid Guarantee from each bidder equivalent to 10% of the bid price. The Bid Guarantee must consist of a firm commitment such as a bid bond, certified che ck, or other negotiable inst rument accompanying a b id as assurance that the B IDDER will, upon acceptance of the BID , execute such contractual documents as may be required within the time specified.
(B) A Performance Bond on the part of the CONTRACTOR for 100% of the contract price. A Performance Bond is one executed in connection with a contract to secure fulfillment of all the con tractor’s requirement under such contract.
(C) A Payment Bond on the part of the CONTRACTOR for 100% of the contract price. A Payment Bo nd is one executed in connection with a contract to assure payment as required by law of all persons supplying labor and material in the execution of the work provided for in the contract.
5. BUILD AMERICA, BUY AMERICA ACT (2 CFR 200.1 – IIJA; 49 U.S.C. 5323(J); 49 CFR 661) Contractor should, to the greatest extent practicable under a Federal award, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and o ther manufactured products). The requirements of this section must be included in all subawards including all contracts and purchase orders for work or products under this award. For purposes of this section:
(A) “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. (B) “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as alu minum; plastics and polyme r-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.
6. BYRD ANTI-LOBBYING AMENDMENT (31 U.S.C. § 1352, as amended) Contractor certifies that it will not and has not 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 a n employee of a Member of Congress in connect ion with obtaining any Fed eral contract, grant, or any other award covered by 31 U.S.C. § 1352. Contractor shall also disclose any lobbying with non-Federal funds that takes place in connection with obtainin g an y Federal award. Such disclosures are forwarded from tier to tier up to the recipient who in turn will forward the certification(s) to the awarding agency.
7. CERTIFICATE OF NONSEGREGATED FACILITIES (FAR 52.222-23) (A) “Segregated facilities”, as used in this provision, means any wa iting rooms, work areas , restroo ms and washrooms, restaurants and other eating areas, t ime clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreat ion or entertainment areas, transportati on, and housing facilities provided for employees, that are segregated by explicit directive or are in fact segregated on the basis of race, color, religion, or national origin, because of habit, local custom, or otherwise. (B) By the submission of a bid, the Bidder certifies that it d oes not and will not ma intain or provide for its employees any segregated facilities at any of its establishments, and that it does not and will not permit its 690
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
employees to per form their services at any location under its control where segr egated facilities are maintained. The BIDDER agrees that a breach of this certification is a violation o f the Equal Opportunity clause in the contract, agreement, or purchase order.
(C) By submission of t he bid, t he Bidder further agrees that (except where it has obtained identical certification from proposed SUBCONTRACTORS for specific time periods) it will:
i. Obtain identical certificati on from proposed SUBCONTRACTORS before the award of subcon tracts under which the SUBBIDDER will be subject to the Equal Opportunity clause; ii. Retain such certifications in its files; and
iii. Forward this certification and the following notice to the proposed SUBCONTRACTORS:
NOTICE OF PRO SPECTIVE SUBCONTRACTORS OF REQUIREMENT
FOR CERTIFICATION OF NON-SEGREGATED FACILITIES
A certificate of Nonsegregated Facilities must be submitted before the award of a subcontract under which the SUBCONTRACTOR will be subject to t he Equal Opportunity clause. The certification may be submitted either for each SUBCONTRACTOR for all subcontracts during a period (i.e. quarterly, semi - annually, or annually).
(D) By commencing performance of the contract work, the selected BIDDER certifies to the Nonsegregated Facilities provisions above.
8. CERTIFICATION REGARDING COMPLIANCE WITH FEDERAL FUNDING REQUIREMENTS The BIDDER hereby assures and certifies that it will comply with the federal requirements, regulations, policies, guidelines, and requir ements with respect to the acceptance and use of Federal Funds for this fed erally assisted project.
9. CERIFICATION REGARDING LOBBYING (31 CFR Part 21)
The BIDDER certifies, to the best of their knowledge and belief, that:
(A) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress i n connection with the awarding of any Federal c ontract, the making of any Federal grant, the making of any Federal loan, t he entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (B) If any funds other than Feder al appropriated funds have been paid o r will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Con gress in connecti on with the Federal contract, grant, loan, or c ooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. (C) The undersigned shall require that the language of this certification be include in the a ward documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all contractors shall certify and disclose accordingly.
This certification is a material representation of fac t upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering i nto this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The BIDDER certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the BIDDER understands and agrees that the provisions of 31 U.S.C. Ch. 38, Administrative Remedies for False Claims and Statements, apply to this certification and disclosure, if any.
691
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
10. CLEAN AIR ACT (42 U.S.C. 7401 -7671) & FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. 1251-1387; 49 CFR 18.36) (applies to purchases of more than$150,000) (A) The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. § 7401 et seq.
(B) The Contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. (C) The Contractor agrees to report each violation of the Clean Air Act and the Water Pollution Control Act to the City of Visalia and understands and agrees that the City will report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office.
(D) Contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance.
11. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. 327 through 333) (applies only to purchases over $100,000, when laborers or mechanics are used) Where applicable, all contracts in excess of $100,000 that involve the employment of mechanics or laborers shall include a provision for compliance with 40 U.S.C. 3702 and 3704 of the Contract Work Hours and Safety Standards Act, as supplemented by Depar tment of Labor regulati ons (29 C FR part 5). Un der Section 3702 of the Act, each contrac tor shall be required to compute the wages of every mechanic and laborer on the basis of a standard workweek of 40 hours. Work in excess of the standard workweek is permissible provided that the worker is compensated at a rate of not less than 1 1/2 times the basic rate of pay for all hours worked in excess of 40 hours in the workweek. The requirements of 40 U.S.C. 3704 are applicable to construction work and provides that no laborer or mechanic shall 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.
12. COPELAND “ANTI-KICKBACK” ACT (40 U.S.C. 3145)
CONTRACTOR must comply with the Copel and ‘‘Anti‐Kickback’’ Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, ‘‘Contractors and Subcontractors on Pu blic Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States’’). Und er the Copeland ‘‘Anti‐ Kickback’’ Act, the CONTRACTOR and all subcontractors are prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any par t of the compensation to which he or she is otherwise entitled. The CITY must report all suspected or reported violations to the Federal awarding agency.
13. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. 3141-3148)
Applies to purchases for construction services in excess o f $2,000. The Contractor must comp ly with the Davis - Bacon Act (40 U.S.C. 3141 -3144 and 3146 -3148) as supplemented by Department of Labor regulations. In accordance with the Davis-Bacon Act, the Contractor is required to pay wages to laborers and mechanics at a rate of not less than the prevailing wages specified in a wage determination made by the U.S. Secretary of Labor. In addition, the Contractor is required to pay wages not less than once per week. The City must provide Contractor with a copy of the current prevailing wage determination issued by the U.S. Department of Labor with respect to the services to be provided under the subject Agreement. The Contractor’s execution of th e subject Agreement constitutes the Contractor’s acceptance of the wage determination. The City must report all suspected or reported violations to the Federal Awarding Agency.
692
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
14. DOMESTIC PREFERENCE STATEMENT (2 CFR 200.322)
As appropriate and to the extent consi stent with the law, the BIDDER should, to the greatest extent practicable under a Federal award, provide a preference to the purchase, acquisitio n, or use of goods, products, or materials produce in the United States (including but not limited to iron, aluminum, steel, cement, a nd other manufactured products). The requirements of this section must be included in all subawards including all contracts, agreements, and purchase orders for work or products under this award.
15. DEBARMENT AND SUSPENSION (2 CFR 180; 49 CFR 29, 18.35) (A) This contract is a covered transaction for purposes of 2 CFR pt. 180 and 2 CFR pt. 3000. As such, the Contractor is required to verify that none of Contractor’s principals (defined at 2 CFR § 180.995) or its affiliates (defined at 2 CFR § 180.905) are excluded (defined at 2 CFR § 180.940) or disqualified (defined at 2 CFR § 180.935).
(B) The Contractor must comply with 2 CFR pt. 180, subpart C and 2 CFR pt. 3000, subpart C, and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. (C) This certification is a material representation of fact relied upon by the City of Visalia. If it is later determined that the contractor did not comply with 2 CFR pt. 180, subpart C and 2 CFR pt. 3 000, subpart C, in addition to remedies available to the City, the Federal Government may pursue avail able remedies, including but not limited to suspension and/or debarment.
(D) The Contractor agrees to comply with the requirements of 2 CFR pt. 180, subpart C and 2 CFR pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The Contractor f urther agrees to include a provision requiring such compliance in its lower tier covered transactions.
(E) (Executive O rders 12549 and 12689) — By execution of this Agreement, CONTRAC TOR certifies to the CITY that it is not a party listed on the government‐w ide exclusions list in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CF R 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), ‘‘Debarment and Suspension,’’ and is not debarred, suspended, or otherwise excluded from the award of a federally‐supported contract under statutory or regulatory authority other than Executive Order 12549.
16. DRUG-FREE WORKPLACE CERTIFICATION (41 U.S.C. 8103)
The BIDDER certifies compliance with Government Code Section 8355 in matters relating to providing a drug - free workplace. The BIDDER will:
(A) Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controll ed substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355(a). (B) Establish a Drug -Free Awareness Program as required by Government Code Section 8355(b) to inform employees of all the following:
i. The dangers of drug abuse in the workplace,
ii. The person’s or organization's policy of maintaining a drug-free workplace, iii. Any available counselling, rehabilitation, and employee assistance programs, and iv. Penalties that may be imposed upon employees for drug abuse violations. (C) Provide as required by Government Code Section 8355(c), that every employee who works on t he proposed contract, agreement, grant, or purchase order:
i. Will receive a copy of the company’s drug-free workplace policy statement, and ii. Will agree to abide by the terms of the company’s statement as a condition of employment on the contract, agreement, grant, or purchase order.
(D) At the elections of the BIDDER or CONTRACTOR, from and after the “Date Executed” and until __________ (NOT TO EXCEED 36 MON THS), the government agency will regard this certificate as valid for all contracts, agreements, grants, or purchase orders entered into between the BIDDER and this 693
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
government agency without requiring the BIDDER to provide a new and individual certificate for each contract, agreement, or purchase order. If the BIDDER elects to fill in the blank date, th en the terms and conditions of this certificate were separately, specifically, and individually provided for each contract, agreement, or purchase order between the BIDDER and this government agency.
17. EQUAL OPPORTUNITY (EXECUTIVE ORDER 11246)
Contractor shall comply with Executive Order 11246, “Equal Employment Opportunity,” as amended by EO 11375, “Amending Executive Order 11246 Relating to Equal Employm ent Opportunity,” and as supplemented by regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.”
Except as otherwise provided under 41 CFR Part 60, if this Agreement meets the definition of ‘‘federally assisted construction contract’’ in 41 CFR Part 60–1.3, then during the performance of this Agreement, the CONTRACTOR agrees as follows:
(A) The CONTRACTOR will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. 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, sex, sexual orientation, gender identity, or national origin. 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 for ms 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 setting forth the provisions of this nondiscrimination clause.
(B) The CONTRACTOR will, in all solicitations or advertisements for employees placed by or on be‐ half of the CONTRACTOR, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (C) The CONTRACTOR will n ot discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the CONTRACTOR’S legal duty to furnish information.
(D) The CONTRACTOR will send to each labor union or representative of workers with w hich he has a collective bargaining agreement or other contract or understanding, a n otice to be provided advising the said labor union or workers' representatives of the CONTRACTOR’S commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (E) The CONTRACTOR will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (F) The CONTRACT OR wi ll furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (G) In the event of the CONTRACTOR’S noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this Agreement may be canceled, terminated, or suspended 694
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
in whole or in part and the CONTRACTOR may be declared i neligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be im‐ posed 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 as otherwise provided by law.
(H) The CONTRACTOR will include the portion of the sentence immediately p receding paragraph (1) and the provisions of paragraphs (1) through (8) 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 2 4, 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 CITY may direct as a means of enforcing such pro visions, including sanctions f or noncompliance: Provided, however, that in the event CONTRACTOR becomes involved in, or is threatened with, litigation with a sub‐contractor or vendor as a result of such direction by the CITY, then the CONTRACTOR may request the United States to enter into such litigation to protect the interests of the United States. The CIT Y further agrees that it will be bound by the above equal opportunity clause with respect to its own employment practices when it participates in federally assisted construction work.
(I) The CITY agrees that it will assist and cooperate actively with the adm inistering agency and the Secretary of Labor in obtaining the compliance of contractors and subcontractors with the equal opportunity clause and the rules, regulations, and relevant o rders of the Secretary of Labor, that it will furnish the administering agency and the Secretary of Labor such information as they may require for the supervision of such compliance, and that it will otherwise assist the administering agency in the discharge of the agency's primary responsibility for securing compliance. The CI TY further agrees that it will refrain from entering into any contract or contract modification subject to Executive Order 11246 of September 24, 1965, with a contractor debarred from , or who has not demonstrated eligibility for, Government contracts and federally assisted construction contracts pursuant to the Executive Order and will carry out such sanctions and penalties for violation of the equal opportunity clause as may be impose d upon contractors and subcontractors by the administering agency or the Secretary of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the CITY agrees that if it fails or refuses to comply with these undertakings, the administering agency may take any or all of the following actions: Cancel, terminate, or suspend in whole or in part this grant (contract, loan, insurance, guarantee); refrain from extending any further assistance to the CITY under the pro‐ gram with respect to which t he failure or ref und occurred until satisfactory assurance of future compliance has been received from the CITY; and refer the case to the Department of Justice for appropriate legal proceedings.
18. SEAT BELT USE IN THE UNITED STATES (EXECUTIVE ORDER 13043 & 62 CFR 19217) Contractor is encouraged to adopt and enforce on-the-job seat belt policies and programs for your employees when operating company-owned, rented or personally owned vehicles.
19. IRAN CONTRACTING ACT CERTIFICATION (PUBLIC CONTRACT CODE SECTION 2200 et seq.)
As required by California Public Contract Code Section 2204, the BIDDER/CONTRACTOR certifies, subject to penalty for perjury, that the option checked below relating to the BIDDER/CONTRACTOR’S status in regard to the Iran Contracting Act of 2010 (Public Contract Code Section 2200 et seq) is true and correct:
(A) The BIDDER/CONTRACTOR is not:
i. Identified on the current list of persons and entities engaged in investment activities in Iran preparedby the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203; or
695
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
ii. 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 identifie d 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) Public Contract Code Section 2203, if that person or entity uses or will us e the credit to provide goods or services in the energy sector in Iran. (B) The City has exempted the BIDDER/CONTRACTOR from the requirements of the Iran Contracting Act of 2010 after making a public f inding that, abse nt the exemption, the City will be unable to obtain the goods and/or services to be provided pursuant to the contract, agreement, or purchase order. (C) The amount of the contract, agreement, or purchase order payable to the BIDDER/CONTRACTOR for the project does not exceed $1,000,000 over the life of the contract, agreement, or purchase order (up to 5 years).
Note: In accordance with Public Contract Code Section 2205, false certifi cation of this form shall be reported to the California Attorn ey General and ma y result in civil penalties equal to the greater of $250,000 or twice the contract, agreement, or purchase order amount, termination of the contract, agreement, or purchase orde r amount, and/or eligibility to bid on contracts for three years.
20. MINORITY AND WOMEN BUSINESS ENTERPRISES (EXEC ORDERS 11625, 12138, and 12432) Contractor hereby agrees to comply with the following when applicable: The requirements of Executive Orders 11625 and 12432 (concerning Minority Business Enterprise), and 12 138 (concerning W omen's Business Enterprise). Accordingly, the Contractor hereby agrees to take affirmative steps to assure that women and minority businesses are utilized when possible as sourc es of supplies, equipment, construction, and services. Affirma tive steps shall include the following:
(A) Including qualified women’s business enterprises and small and minority businesses on solicitation lists. (B) Assuring that women’s enterprises and small and minority businesses are solicited whenever they are potential sources.
(C) When ec onomically feasible, dividing total requirements into smaller tasks or quantities so as to permit maximum participation by small and minority business, and women’s business enterprises. (D) Where the requirement permits, establishing delivery schedules which will encourage participation by women’s business enterprises and small and minority business. (E) Using the services and assistance of the Small Business Administration, and the U.S. Office of Minority Business Development Agency of the Department of Commerce; and (F) If any subcontracts are to be let, requiring the prime Contractor to take the affirmative steps in (A) - (E) above.
For the purposes of these requirements, a Minority Business Enterprise (MBE) is defined as an enterprise that is at least 51 percent owned and controlled in its daily operation by members of the following groups: Black, Hispanic, Asian or Pacific Islander, American Indian, or Alaskan Natives. A Women Business Enterprise (WBE) is defined as an enterprise that is at least 51 percent owned and controlled in its daily operation by women.
21. NON-COLLUSION AFFIDAVIT (CALIFORNIA PUBLIC CONTRACT CODE SECTION 7106) The BIDDER certifies, under the PENALTY OF PERJURY under the laws of the State of California that the below statement is true and correct:
That the BID is not made in the interest of, or on the 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, conni ved, or agreed with any BIDDER or anyone else to put in a sham BID, or that anyone shall refrain from biddin g; that the BIDD ER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER of any other BIDDER, 696
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
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, ag reement, or purchase order; 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.
22. NO OBLIGATION BY FEDERAL GOVERNMENT
The Federal Government is no t a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, Contractor, or any other party pertaining to any matter resulting from the contract.
23. PROCUREMENT OF RECOVERED MATERIALS (2 CFR 200.323)
(A) In the perf ormance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired:
i. Competitively within a timeframe providing for compliance with the contract performance schedule. ii. Meeting contract performance requirements; or
iii. At a reasonable price.
(B) Information about this requirement, along with the list of EPA -designated items, is available at EPA’s Comprehensive Procurement Guidelines web site, https://www.epa.gov/smm/comprehensive-procurement- guideline-cpg-program.
(C) Contractor agrees to comply with all other applicable requirements of Section 6002 - Solid Waste Disposal Act.
24. PROHIBITION ON CERTAIN TELECOMMUNICATIONS & VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (Huawei and ZTE) (FAR 52.204-25)
Contractor is prohibited from obligating or expending loan or grant funds to:
(A) Procure or obtain.
(B) Extend or renew a contract to procure or obtain; or (C) Enter into a contract (or extend or renew a contract) to procure or obtain equipment, services, or systems that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. As described in Public Law 115–232, section 889, covered telecommunications equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities). (i) For the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and telecommunications equipment produced by Hytera Commu nications Co rporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities).
(ii) Telecommunications or video surveillance services provided by such entities or using such equipment.
(iii) Telecommunications or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of the National Intelligence or the Director of the Federal Bureau of Investigation, reasonabl y beli eves to be a n entity owned or controlled by, or otherwise connected to, the government of a covered foreign country.
697
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
25. RECORDS RETENTION (2 CFR 200.334-337)
(A) Contractor must retain all financial records, supporting documents, statistical records, and all other of its records pertinent to this Agreement for a period of three years from the date of submission of the final expenditure report or, for Federal aw ards that ar e renewed quarterly or annually, from the date of the submission of the quarterly or annual financial report, respectively, as reported to the Federal awarding agency or CITY. The only exceptions to the three-year limit are the following:
i. If any litigation, claim, or audit is started before the expiration of the 3 -year period, then the records must be retained until all litigation, claims or audit findings involving the records have been resolved and final action taken.
ii. When the Contractor is notified in writing by the City or Federal awarding agency, cognizant agency for audit, oversight agency for audit, or cognizant agency for indirect costs to extend the retention period.
iii. Records for real property and equipment acquired with Federal funds must be ret ained for 3 years after final disposition.
iv. When records are transferred to or maintained by the City or Federal awarding agency, the 3 -year retention requirement is not applicable to the Contractor.
26. REDUCING TEXT MESSAGING WHILE DRIVING (EXECUTIVE ORDER 13513-13513 FR 51225) Contractor is encouraged to adopt and enforce policies that ban text messaging while driving and establish workplace safety policies to decrease accidents caused by distracted drivers.
27. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT (37 CFR 401) Contracts or agreements for the performance of experimental, developmental, or research work shall provide for the rights of the Federal Government and the recipient in any resulting invention in accordance with 37 CFR part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any applicable implementing regulations.
28. WORKERS’ COMPENSATION INSURANCE CERTIFICATE (CALIF LABOR CODE SECT 3700) The BIDDER acknowledges that they are aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensati on or to undertake self - insurance in accordance with the provisions of that code and will comply with such provisions before commencing the performance of the work under this contract, agreement, or purchase order.
29. CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS REQUIREMENTS, Public Works Contractor Registration Program and Project Labor Agreements
Notice is hereby given that this is a public works project and therefore subject to DIR monitoring. All contractors and subcontractors bidding and performing work on Public Works Projects must: Register on an annu al basis with the California Department of Industrial Relations (DIR) and furnish electronic payroll records to the Labor Commissioner
No contract will be awarded unless that contractor and/or subcontractors are registered with the California Department o f Industrial Relations (DIR). Bids submitted by unregistered contractors or that list unregistered subcontractors will be rejected.
A contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to
698
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
Section 1725.5. It is not a violation of this section for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 at the time the contract is awarded.
If a project labor agreement (the term “project labor agreement” is defined in Public Contract Code 2500(b)(1) as a prehire collective bargaining agreement that establishes terms and conditions of employment for a specific
construction project or projects and is an agreement described in Section 158(f) of Title 29 of the United States Code) i s used, then i t must comply with the taxpayer protection provisions set forth in Public Contract Code section 2500(a). City of Visalia has no ordinances requiring or prohibiting such agreements.
The following statements and requirements are to be includ ed in all City of Visalia public work contracts that require the payment of prevailing wages in accordance with California Labor Code (CLC). This RFB document becomes a part of the public works contract for this project and therefore, the CLC contract lang uage requirements are incorporated into the contract.
❑ As set forth in CLC section 1771.1(a), all contractors and subcontractors must be currently registered and qualified to perform public work pursuant to CLC section 1725.5 to be qualified to bid, be lis ted in a bid proposal, or perform any public work for t he City of Visalia. Proof of registration for each contractor and subcontractor listed on the bid is required.
❑ As set forth is CLC section 1771.4 (a)(1), notice is given that this project is a publi c work, subjec t to compliance monitoring and enforcement by the Department of Industrial Relations.
❑ As set forth in CLC section 1771.4(a)(2), the prime contractor is required by the City of Visalia to post job site notices, as prescribed by regulation. I nformation on required workplace postings may be found on the Department of Labor website at: http://www.dir.ca.gov/wpnodb.html .
❑ The contractor and each subcontractor shall maintain all project records req uired under CLC for public works projects and preserve them for a minimum 3 -year period to begin on the date a Notice of Completion is filed for the project. Please refer to the retention period required for any grant or specialized project funding. Some funding sources require an extended time period for records retention.
❑ In accordance with CLC section 1773.2, the contractor is required, by the City of Visalia, to post a copy of the determination of the Directo r of Labor Sta ndards prevailing rate of per diem wages for each craft, classification, or type of worker needed to execute the contract at each job site.
❑ In accordance with labor code section 1776 and it’s enforcement (1771.4(a)(3)), for initial contracts awarded on or after April 1, 2015 each project contractor and subcontractor shall;
o Maintain and furnish directly to the Labor Commissioner, bi -weekly, a certified copy of each weekly payroll as specified in section 1776 containing a statement of complian ce with labor code sections 1771, 1811 and 1815, signed under penalty of perjury.
o Make available or provide a certified copy of these payroll records and their supporting documentation within 10 days to al l authorized parties upon written request and be s ubject to pena lties for non - compliance as detailed in labor code section 1776.
o Inform the City of Visalia of the location of the payroll records kept in compliance with labor code section 1776(g) and notify the City of Visalia within 5 working days of any change in their location.
699
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
❑ The City of Visalia will comply with any prevailing wage monitoring and enforcement activities required by the labor compliance programs of the Department of Industrial Relations including the withholding of contract payments in the amount of any underpayment of prevailing wage and applicable penalties as directed by the Department of Labor Standards Enforcement in accordance w ith CLC section 1727(a). Any amount withheld will be released as directed by the Labor Commissioner upon receipt of a certified copy of a final order no longer subject to judicial review in accordance with CLC section 1742(f).
❑ As set forth in labor code section 1775(b), the following subcontractor provisions shall be included in any contract executed between the contractor and a subcontractor for performance of work on this public work project:
o As set forth in CLC section 1775(b)(1), any contract execut ed between a con tractor and a subcontractor for the performance of work on a City of Visalia public works project shall include a copy of the provisions of Labor Code sections 1771, 1776, 1777.5, 1813, and 1815. These labor code sections must be included within or as attachments to the contract.
o As set forth in CLC section 1776, the subcontractor shall maintain and furnish directly to the Labor Commissioner, bi-weekly, a certified copy of each weekly payroll as specified in section 1776 containing a statement of compliance with labor code sections 1771, 1776, 1811 and 1815, signed under penalty of perjury.
o As set forth in CLC section 1775(b)(2), the contractor shall monitor the payment of the specified general prevailing rate of per diem wages by the su bcontractor to the employees, by periodic review of the certified payroll records of the subcontractor.
o As set forth in CLC section 1775(b)(3), upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages, the con tractor shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the subcontractor for work performed on the public works project.
o As set forth in CLC section 1 775(b)(4), prior t o making final payment to the subcontractor for work performed on the public works project, the contractor shall obtain an affidavit signed under penalty of perjury from the subcontractor that the subcontractor has paid the specified general prevailing rate of per diem wages to his or her employees on the public works project and any amounts due pursuant to Section 1813. Prior to the release of retention to the co ntractor, the COV will require a copy of the affidavit(s) completed by each listed subcontractor.
❑ In accordance with CLC section 1777.5(e), prior to commencing work on a contract for public work; every contractor shall submit contract award information to an applicable apprenticeship program that can supply apprentices to the site of the public work.
❑ Only apprentices, as defined in CLC section 3077, in training under apprenticeship standards approved by the Division of Apprenticeship Standar ds (DAP) and party to written apprentice agreements under CLC section 3070-3098 may be employed at the apprentice wage rate on public works.
❑ Unless exempted under CLC section 1777.5(j), a contractor working on a public works contract of $30,000 or more sh all employ the number of apprentices or the ratio of apprentices to journeymen stipulated in the applicable apprenticeship standards (CLC 1777.5(n)). In no event shall the ratio be less than one hour of apprentice work for every five hours of journeyman work.
❑ The prime contractor is responsible for compliance with the requirements of CLC sect ion 1777.5 for all apprenticeable occupations employed on the contract. As stated in 1777.5 (o), the apprenticeship requirement does not apply to contracts of general contractors or to contracts of specialty contractors not
700
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
bidding for work through a general or prime contractor when the contract is less than thirty thousand dollars ($30,000).
❑ As stated in section 1777.7(e), the prime contractor will not be liable for any penalties assessed for violations of section 1777.5 if they have complied with the following requirements:
o The contract executed between the contractor and the subcontractor for the performance of work on the public works project shall include a copy of the provisions of section 1771, 1775, 1776, 1777.5, 1813 and 1815. These labor code sections must be included within or as attachments to the contract.
o The contractor shall continually monitor a subcontractor’s use of apprentices required to be employed on the public works project pursuant to subdivision (d) of section 1777.5, including, but not limited to, periodic review of the certified payroll of the subcontractor.
o Upon becoming aware of a failure of the subcontractor to employ the required number o f apprentices, the contractor shall take corrective action, including , but not limited to, retaining funds due to the subcontractor for work performed on the public works project until the failure is corrected.
o Prior to making a final payment to the subcontractor for work performed on the public works project, the contractor shall obtain a declaration signed under penalty of perjury from the subcontractor that the subcontractor has employed the required number of apprentices on the public works project.
❑ The prime contractor is required to provide a signed affidavit declaring their compliance with California Labor Code sections 1771 (prevailing wage) and 1777.5 (apprenticeship) for all workers employed on the contract before final payment will be made on the contract by the City of Visalia.
Contract inclusion and/or attachments: The following item is required to be included either in the body of, as attachments to, or addendums of all public work contracts:
As set forth in CLC section 1773, the City of Visalia shall obtain the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work in the locality in which the public work is to be performed for each craft, classification, or type of worke r needed to execut e the contract from the Director of Industrial Relations. This will include the apprenticeship prevailing wage for all apprenticeable trades. In accordance with labor code section 1773.2, this information is to be included in the contract itself.
701
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP No. 22-23-68
Bidders Name: ____________________________
(Submit with Bid Proposal)
ACKNOWLEDGMENT
The official named below acknowledges that they are duly authorized legally to bind the BIDDER/CONTRACTOR to the certifications listed above. They acknowledge that they are fully aware that this certification, executed on the date below, in made under penalty of perjury under Federal and State of California laws.
BIDDER/CONTRACTOR FIRM NAME
FEDERAL ID NUMBER
BY (Authorized Signature)
DATE EXECUTED
PRINTED NAME OF SIGNER
TELEPHONE NUMBER
( )
TITLE
BIDDER/CONTRACTOR FIRM’S MAILING ADDRESS
702
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
SAMPLE CONTRACT
City of Visalia RFP No. 22-23-68
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK
This Agreement, entered in to and effective this ______ day of _______, 2023, by and between the City of Visalia, hereinafter referred to as the “C ITY”, and _____________ _______________ hereinaf ter r eferred to as the “VENDOR”, “CONTRACTOR”, “BIDDER”, or “SUBRECIPIENT”.
R E C I T A L S
WHEREAS, VENDOR is an ____ ________________ (in sert individual or entity typ e) with a primary business address of ____________________ and SSN or EIN: ____________________; and
WHEREAS, CITY is a municipal corporation and Charter Law City; and
WHEREAS, CITY desir es Playground Design & Installation Services as evidenced by RFP No. 22-23-68, Playground Design & Installation Services at Riverbend Park Project; and
WHEREAS, City of Visalia reviewed and evaluated responses to the Proposal and determined to award a contract to VENDOR for the Playground Design & Installation Services at Riverbend Park Project; and
WHEREAS, VENDOR represents it is licensed, qualified and willing to complete the Project pursuant to terms and conditions of this Agreement,
NOW, THEREFORE, CITY and VENDOR agree as follows:
1. TERM:
The term of this Agreement sh all commence on the Effective Date and expire upon completion of all obligations of the parties, unless earl ier term inated by the pa rties. The indemnification and defense provisions shall su rvive expiration and termination. S uspension or termination of t his Agreement may occur if CONTRACTOR materially fails to comply with any term of the award. Additionally, this Agreement may be te rminated for convenience . In the event of termination or e xpiration of this Agreemen t, CONTRACTOR shall transfer to CITY an y funds and/or accounts receivable on hand attributable to the use of CITY funds.
2. ATTACHMENTS INCORPORATED:
The following are attac hments for this Agreement. Said attachments are incorporated in to 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 22-23-68, Playground Design & Installation Services at Riverbend Park Project
Attachment 4 Vendor’s proposal in response to RFP No. 22-23-68 Attachment 5 Project Cost and Schedule of Fees for Professional Services Attachment 6 City of Visalia Labor Compliance Manual
3. VENDOR SCOPE OF SERVICES and COMMITMENTS*:
CONTRACTOR shall provide the following services for the stated compensation (“Scope of Services”):
A. The CONTRACTOR agrees to perform all work necessary to complete in a manner satisfactory to the CITY those tasks described as Scope of Services in RFP 22-23-68, for the cost identified in Attachment 5 of this Agreement.
B. Additional Services: Incidental work relate d to the PROJECT and not d escribed in RFP 22-23-68, may be needed dur ing the performanc e of t his Agreement. The CONTRACTOR agrees to provide any a nd al l 703
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
additional s ervices a t the rates identified in Attachment 2 - Schedule of Fees for Professional Service s.
Such additional servic es shall not be performed by C ONSULTANT wit hout the written c onsent of CITY’s CHANGE ORDER COMMITTEE.
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 requested; however, CITY shall pay not more th an the following amount under this Agreement, unless oth erwise agreed in writing. Such sum shall be expended and paid by CI TY on a reimburs ement basis for services actually performed based o n the monthly report and simi lar documents presented by CONTRACTOR to CITY.
IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.
CONTRACTOR
Dated: ________________ By:______________________________________________________ Authorized Officer: I c ertify under p enalty of perju ry under the laws of the State of California that I am fully authorized to execute this Agreement for VENDOR 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
Cost $ (insert Council Awarded Amount)
Source of Funds: ARPA (Federal) Funds
Payment Schedule: Within 30 da ys f rom receipt of app roved invoice for completed work , less 5% retention until 35 days after work is completed a nd accepted by CITY as evidenced by the recordation of a Notice of Completion* 704
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
Attachment 1
GENERAL CONTRACT PROVISIONS
A. Successors and Assigns: This Agreeme nt shall be b inding upon and shall inure to the benefi t of any successors to or assigns of the parties.
B. Prohibition of Assignment: Neither party shall assign, delegate or transfer their righ ts and duties in t his Agreement without the written consent of the other party.
C. Notices: Notice shall be sufficient hereunder if personally served upon the C ity Clerk of the CITY or an officer or principal of the CONTRACTOR, or if s ent via the United Sta tes Postal Service, postage pr epaid, 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 c ontractor, 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 t he State of California. Jurisdiction of litigation arising from this Agree ment shall be in Calif ornia.
Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare Count y, California. Th e CONTRACTOR hereby expr essly wa ives any right to remove any action to a co unty o ther than Tulare County as permitt ed pursuant to Section 3 94 of the Ca lifornia Code of Civil Procedure.
F. Integration/Modification: Th is Ag reement and each o f t he documents an d exhibits or attachment s referenced herein, which are incorporated by refe rence, represents the entire understanding of the pa rties as to those matters contained herein. No prior oral or written understanding shal l be of any force or ef fect 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 confl ict with applicable laws, such part shall be inope rative, null and void insofar as it is in c onflict with said law, but th e remainder of the Agreement shall be in full force and effect.
H. Indemnification: The CONTRACTOR waives any an d all claims and recourse against the CITY, including the right of contribution of loss or damage to person or prope rty arising from, growing out of, or in any way connected with or incidental to the CONTRACTOR’s performance of this Agreement, except claim s arising from the conc urrent or sole neg ligence of the CITY or i ts offic ers, agents or employees. The CONTRACTOR will indemnify, hold ha rmless, and defend (at CITY’s option) the CITY against any and al l claims, demands, damages, costs, expenses, or liabi lity arising out of the CONTRACTOR’s performance of this Agreement except for liability arising out of the concurren t or sole negligence of the CITY or its officers, agents, or employees.
I. Guarantees and Warranties:
1. IN GENERAL: All guarantees and war ranties 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 else where, CON TRACTOR shal l 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 this Agreement shall commence on the date of acceptance of the work by CITY, unless otherwise provided in a Certificate of Substantial Completion.
CONTRACTOR warrants that the materials and equipment furnished under the Agre ement will be new and of recent manufacturer unless otherwise specified, and that all work will be of g ood quality, free from faults and de fects, and in conformance with the Ag reement. Wo rk that does n ot conform may be co nsidered 705
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
defective. This warranty excludes remedy for damage or defect caused by abuse, modifications not executed by the CONTRACTOR, im proper or insufficient maintenance, improper operation, or normal wear and tear under normal usage.
CONTRACTOR warrants that title to all work covered b y an application for payment will pass to the CITY either by incorporati on i n the construction or upon the rece ipt of payment b y the CONTRA CTOR, whichever occurs first, free and clear of all liens.
CONTRACTOR warrants and guarantees that title to all work , materials, and equipment covered by any application for payment, wheth er incorporated in the project or not, will pass to CITY no later t han the time of payment free and clear of all liens.
No materials or supplies for the project shall be purchased by the CONTRACTOR or SUBCONTRACTOR subject to any mortgage or under a condi tion of sale contract or other agreement by w hich an in terest is retained by the seller. CONTRACTOR 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 h armless from all claims growing out of the lawful demands of SUBCONTRACTORS, laborers, workers, mechanic s, material persons, and furnishers of machinery and parts thereof, equipment, p ower tools, and all supplies, incurred in furtherance of the performance of this Agreement. CONTRACTOR shall, at CITY’s reques t, furnish s atisfactory evidence that all obligat ions of the nature here an d above designated h ave been paid, discharged, or waiv ed. If CONTRACTOR fails to do so, then CITY may, after having served wr itten notice on the CONTRACTOR, either pay directly unpaid bills, of which the CITY has written notice, or withhold from the CONTR ACTOR’s unpaid compe nsation a sum of money deemed reas onably sufficient to pay any and all such lawful claims until satisfacto ry evidence is furnished that a ll liabi lities have been fully disch arged where upon payment to the CONTRACTOR shall be resumed, in accordance of the t erms of this Agreement, but in no event shall the provisions of this sentence be construed to impose any o bligations on the CITY to eithe r the CONTRACTOR or its surety. In paying any unpaid bills of the CONTRA CTOR, the CITY shall be deemed the agent of th e CONTRACTOR and any payment so ma de by the CITY shall be considered as payment made under the contract by the CITY to the CONTRACTOR and the CIT Y shal l not be l iable to the CONTRACTOR for any such payments made in good faith.
Any defective work that is e ither 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 thi s Agreement, the prevail ing party, as deter mined by the court or arbitra tor, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.
K. Headings: Section headings are p rovided for organizatio nal purpos es only and do not in an y 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.
M. 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. “Economi c Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukrain e, 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. According ly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals o r entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advanc e 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.
706
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
Attachment 2
INSURANCE REQUIREMENTS
1. Contractor Insurance. CONTRACTOR, at its so le cost and expen se, for the full term of this Agreement (and any extens ions thereof), shall obtain and maintain at a minimum compl iance with all of the following insurance coverage(s) and requirements. Such insurance cov erage shall be primary coverage as respects CITY an d any insurance or self -insurance maintai ned by CITY sh all be in excess o f CONTR ACTOR’s insurance coverage and shall not contribute to it.
2. Subcontractor(s’) Insurance. If CONTRACTOR utilizes one or more subcontractors in the performance of this Agreement , CONT RACTOR shall obtain and maintain in dependent insu rance as to each subcontractor or otherwise provide evidenc e of insur ance coverag e fo r each subcontractor equiva lent to that required of CONTRACTOR.
3. Types o f Insurance and Minimum Li mits. The follow ing ty pes of insurance and mi nimum limits are required providing at least the following minimum coverage and limits of liability:
a. Worker’s Compensation written in acc ordance with th e laws of the State of California providing coverage for any and all emplo yees o f CONTRACTOR in the min imum statuto rily required coverage amounts;
b. Automobile Liability Insurance for each of CONTRACTOR’s vehicles used in the performance of t his Agreement, including owned, non -owned (e.g . owned by CONTRACTOR’s em ployees or contra ctors), leased or hired vehic les, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage.
c. Professional Liabi lity Insurance coverage, in an am ount not less than One Million Dollars ($1,000,000).
d. Comprehensive or Com mercial General Liabili ty Insurance coverage in the min imum am ount o f $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
4. Other Insurance Provisions.
If any insurance co verage required in this A greement is provid ed on a “Claims Made” rather than “Occurrence” form, CONTRACTOR agrees to m aintain the required coverage for a period of three (3) years after the expiration of this A greement (herei nafter “post agreement coverage”) and any extensio ns thereof.
CONTRACTOR may maintain the required post agreem ent coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post agreement coverage bei ng both availab le a nd reasonably affordable in relation to the co verage provided during t he term of this Agreement. For purpo ses of interpreting this requirement, a cost not exceeding 100% of the la st annual policy premium during the term of this Agreemen t in order to p urchase prior acts or tai l cove rage for post agree ment c overage shall be deemed to be reasonable.
5. Endorsements.
All required Automobile and Comprehensive or Commercial General Liab ility Insurance shall be endorsed t o contain the following clauses:
a. The City o f Visalia, its off icers, agents, employees, representatives, and vo lunteers 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 agree d th at any insuran ce main tained by the City of Vis alia s hall app ly in exce ss of and not contribute with insurance provided by this policy.
707
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
c. This insurance shall not be canceled, limite d in s cope or coverage, or non -renewed until after thirty (30) days prior written notice h as been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA, 93291.
6. Proof of Coverage.
CONTRACTOR agrees to pr ovide its insurance broker(s) with a full copy of these insurance prov isions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages. Copies of al l the required Endorsements shall be a ttached to the Certificate(s) of I nsurance or other evidence of insura nce acceptable to the City of Visali a, which shall be provided by C ONTRACTOR’s insurance company as evidence of the stipulated coverages. This Proo f of Coverage shall then be mailed to the City of Visalia at the following address:
City of Visalia Purchasing Division
707 W. Acequia
Visalia, CA 93291
708
PLAYGROUND DESIGN & INSTALLATION SERVICES AT RIVERBEND PARK RFP NO. 22-23-68
SAMPLE CONTRACTOR AFFIDAVIT
I, declare under penalty of perjury
(Affidavit’s Name)
under the laws of the State of California and the provisions of the California Labor Code §1771,
§1773.1, §1775, §1776, §1777.5, §1813 and §1815 that:
1. I am the of and I
(Officer, Owner, Partner) (Company)
am responsible for the payment of persons employed by
(Company)
who performed work on the City of Visalia Project entitled:
2. During all payroll periods from through ,
(first work date) (last work date)
all persons employed by on this project
(Company)
have at all times been paid, at a minimum, the specified general prevailing rate of
per diem wages and any amounts due.
3. During all payroll periods on this project, all apprenticeship requirements have been
complied with.
Executed and sworn to this day of ,
(Day) (Month) (Year)
___________________________________ __________________ (Signature) (Date)
709
RFP 22-23-32
Design/Installation of Playground Structure at Riverbend Park Addendum No. 01
ADDENDUM NO. 01
Issued: Monday, November 20, 2023
Project: Design/Installation of Playground Structure at Riverbend Park RFP No.: 22-23-68
Bids Due: Wednesday, November 29, 2023 @ 2:00 p.m.
Addendum No. 01 is being issued to answer questions received pertaining to the project and to confirm prevailing wage determinations. This addendum becomes part of the Contract Documents for the above project and must be signed and submitted with the Proposal.
ITEM 1: QUESTIONS/RESPONSES
Q1. Can shade posts be reused?
R1. The shade posts should be reused, and design shall incorporate them at their current location.
Q2. Proposal documents state the playground shall be designed for ages 5 -12. Would the City like to incorporate equipment for other age groups? Do you have a preference on swings used? R2. Proposer can include other amenities for different ages, providing the equipment fits into the existing playground footprint and required fall zones. The City does not have a preference in swings used.
Q3. Are there any site plans or maps you can provide for the park? R3. Please see attached construction plans.
Q4. Is there any irrigation located near the playground site? Are there any drainage issues? R4. Please see attached construction plans for irrigation location within playground site. There no issues with drainage.
Q5. Should the vendor include a compliant ramp in the design? R5. Yes, please include a compliant ramp in the design.
Q6. Is the contractor able to store materials/equipment at the site? Will contractor be able to keep equipment at the storage yard?
R6. The contractor can store materials on site south of the playground area in the landscape. The contractor can also keep construction equipment at the Corporation Yard (336 N. Ben Maddox Way).
Q7. Does the completion date reference 45 calendar days? R7. Yes, the completion date is 45 calendar days.
Q8. Can you please let me know if there is a specific theme that you would like to see reflected on the playground? The City of Visalia is located close to Sequoia and Kings Canyon National Parks. Would a Nature theme be appropriate? SUPERIOR offers playground equipment in many themes like: Western, Trains, Agricultural, Space, Aviation, City, Coastal.
R8. The City of Visalia wants the proposer to be creative in their design and is open to different themes and types of equipment. A design that is unique, offers high quality of play that would be inviting for families, and meets the requirements within the RFP is what the selection committee will be looking for.
City of Visalia, CA Purchasing Department
707 West Acequia, Visalia, CA 93291 Tel: (559) 713-4334 Fax: (559) 713-4801 710
RFP 22-23-32
Design/Installation of Playground Structure at Riverbend Park Addendum No. 01
Q9. Is the contractor expected to use the same footprint as the current area for the playground? R9. Yes, the design shall fit within the existing footprint of the site.
Q10. Does the City want the EWF brought back in to the design? What is the current depth? R10. The City wants to keep the EWF as the fall surfacing for the design. The current depth is approximately twelve (12) inches.
Q11. Can you please confirm if the area below highlighted in red is the area where the existing playground equipment is located which will be demolished? Also, is this the area where the new 5 -12 playground equipment will be located and the area for the shade to cover the full playground? or should the shade also cover the swing sets and other existing playground equipment (seesaw) area?
R11. The area highlighted in red is where the existing play structure is located and would need to be demoed. The City is hoping to receive proposals that offer as much play equipment and shade within the entire circular area where there is EWF.
Q12. Do you want to keep the seating around the tree?
R12. Yes, the seating is to remain around the tree.
Q13. Should the current benches and picnic tables be replaced? R13. No, the current benches and picnic tables shall remain in place.
Q14. Is there any local place to dump waste?
R14. There are two disposal sites nearby.
VISALIA LANDFILL- 33036 Road 80-Commingle C&D (733-6291) Location: On Road 80 (a.k.a. Plaza Drive in Visalia or Alta Drive in Dinuba) north of Avenue 328. It is approximately 10 miles south of Dinuba and four miles northwest of Visalia. Hours: Monday through Friday 7:00 a.m. to 4:00 p.m. and Saturday 8:00 a.m. to 4:00 p.m.
Closed Sundays and the holidays listed below. Holidays: Closed New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day and Christmas Day.
TULARE COUNTY RECYLING -C&D COMMINGLE Location: On Road 140 (Lovers Lane), approximately 1 mile south of Caldwell (741 -1766) Hours: Monday through Friday, 6:00 a.m. to 5:00 p.m. Closed Saturday, Sundays and the holidays listed below. Holidays: Closed New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day and Christmas Day.
Q15. Is the City open to a non-traditional playground structure for 5- to 12-year-olds? Are there any restrictions with other non-traditional structures that use ropes?
R15. The City of Visalia wants the proposer to be creative in their design and is open to different themes and types of equipment.
Q16. What is the height of the connection points on the shade posts? R16. There are two poles at 20 feet and two poles at 25 feet from grade to the fabric.
Q17. Would you like weed block fabric under the wood fiber? R17. We do not want the weed blocker fabric installed.
711
RFP 22-23-32
Design/Installation of Playground Structure at Riverbend Park Addendum No. 01
Q18. Can you please confirm that the existing EWF will be reused? R18. The existing EWF should not be reused and proposal should include new EWF material.
Q19. What exactly is the difference between “one original and four copies”? What are you expecting to see with the copies?
R19. Copies are provided for the selection committee’s use.
Q20. Professional liability insurance is not afforded to playground equipment suppliers and/or installers. The design element of this project is not the same as an architect or engineer would do. Designs come from the manufacturer as do the layout requirements.
R20.
Q21. How will the City pay for the permit- in the bid or outside of the bid? How do we pull a permit without a layout of the site? What does the City require to pull a construction permit for playground and shade? R21. The permit requirements will be discussed with the awarded proposer.
Q22. Is there a PLA agreement connected to this project? R22. Please see Page 18 of the RFB document that reads:
If a project labor agreement (the term “project labor agreement” is defined in Public Contract Code 2500(b)(1) as a pre-hire collective bargaining agreement that establishes terms and conditions of employment for a specific construction project or projects and is an agreement described in Section 158(f) of Title 29 of the United States Code) is used, then it must comply with the taxpayer protection provisions set forth in Public Contract Code section 2500(a). City of Visalia has no ordinances requiring or prohibiting such agreements.
ITEM 2: UPDATED WAGE DETERMINATIONS
The wage determinations were checked on ------------
PROPOSER ER ACKNOWLEDGMENT OF ADDENDUM NO. 1
/s/ Purchasing Division
(559) 713-4334
Bidder to sign and submit with Bid.
Firm: Date:
By:
Signature
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
CITY OF VISALIA
RFP–22-23-68
Playground Design & Installation Services at Riverbend Park
Proposal Evaluation Form (Step 1)
Instructions: Each evaluator is to review the written proposals submitted and evaluate them. The maximum number of scores that can be given to a category is listed. Addi tional comments can be added in the section below . Please list Proposer’s Name in the space provided below.
Proposer Name: __________________________________________________
Contact: ________________________________________________________
Option Number: ________________ (if applicable)
Criteria Max Points Points Scored
Proposal addresses design guidelines and specifications 25 Quality of design, play value and target demographic 20 Quality and durability of equipment 20
Uniqueness of equipment 15
Reputation and reliability of manufacturer 10
Overall quality of proposal
10 100 Points Possible Total: _________
Comments:
_________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________
Evaluator’s Name: _________________________________________ Date:__________________
Project Manager is to return all Evaluation Sheets to the Purchasing Division for tabulation and record.
764
CITY OF VISALIA
RFP–22-23-68
Playground Design & Installation Services at Riverbend Park
Proposal Evaluation Form (Step 2)
Instructions: Each evaluator is to review the fees submitted for the top two (2) candidates resulting from t he proposal evaluation in S tep 1, and re -evaluate taking price into consideration . The maximum number of scores that can be given to a category is listed. Additional comments can be added in the section below. Please list Proposer’s Name in the space provided below.
Proposer Name: __________________________________________________
Contact: ________________________________________________________
Option Number: ________________ (if applicable)
Criteria Max Points Points Scored
Fee Evaluation based on proposal submittal 10
10 Points Possible Total: _________
Comments:
_________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________
Evaluator’s Name: _________________________________________ Date:__________________
Project Manager is to return all Evaluation Sheets to the Purchasing Division for tabulation and record.
765
Riverbend Park Playground Review #1
Proposer Manufacturer Reviewer Reviewer Reviewer Reviewer J. Kirkman D. Tillman Z. Huff K. Bond
Total
Score
Anchor 41 Play & Park
Structures 100 90 98 82 92.5
R.E. Schultz 1 Little Tikes
98 86 83 100 91.75
R.E. Schultz 2 Little Tikes
98 88 87 99 93
Zoom 1
Superior
Recreational
Products 84 76 78 70 77
Zoom 2
Superior
Recreational
Products 84 76 78 65 75.75
766
Riverbend Park Playground Review #2
Proposer Manufacturer Reviewer Reviewer Reviewer Reviewer J. Kirkman D. Tillman Z. Huff K. Bond
Total
Score
Anchor 41 Play & Park
Structures 10 7 10 9 9
R.E. Schultz
1 Little Tikes
9 5 8 8 7.5
R.E. Schultz
2 Little Tikes
Zoom 1
Superior
Recreational
Products
Zoom 2
Superior
Recreational
Products
767
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0081 Agenda Date: 3/18/2024 Agenda #: 8.
Agenda Item Wording:
Accept the City of Visalia Cash and Investment Report - for the second quarter of the fiscal year which consists of months October, November, and December of 2023.
Deadline for Action: 3/18/2024
Submitting Department: Finance and Technology Services
Contact Name and Phone Number: Jason Montgomery, 4425
Department Recommendation:
Staff recommends that Council accept the City of Visalia Cash and Investment Report for the second quarter of the fiscal year which consists of months October, November, and December of 2023.
Background Discussion:
The City accumulates significant cash assets before they are spent on a variety of governmental operations. For example, several large capital projects have accumulated substantial cash as they approach the start of the projects in the near future, or in some cases, have already begun. Some of these projects are the Fire Station 56, downtown street light project, cape seal of various streets and the major rehab of Caldwell Avenue from Akers to Shady and Santa Fe to Lovers Lane. Some examples of large projects that cash has been accumulated for that have not started are the Civic Center Phase 2 project, and any potential mandated upgrades to the Water Reclamation Facility.
The quarterly investment report is intended to inform the City Council and community about the status of City investments and holds staff accountable for the investment and management of these funds.
City Investment Policy
The City’sinvestments are diversified by the various maturities and credit types which are allowed under the City’sInvestment Policy and California Government Code Section 53600 et seq. It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds.
The City continues to be conservative and prudent with the investment objectives, which in order of priority is safety, liquidity, and yield, while maintaining compliance with federal, state, and local laws and regulations. These investments will enable the City to meet expenditure requirements for the next six months, as required by state law.
Economic Outlook
Visalia City Council Printed on 4/26/2024Page 1 of 5
powered by Legistar™
768
File #: 24-0081 Agenda Date: 3/18/2024 Agenda #: 8.
At December 31, 2023, the national unemployment rate was at 3.7%. The Consumer Price Index was at 3.35%, a decrease from the September 2023 rate of 3.70%. At its January 24, 2024 meeting, the Federal Open Market Committee (FOMC) kept the Federal Funds Rate (the rate at which institutions borrow and lend overnight funds to each other) at the current range of 5.25% to 5.50% as inflation has trended down over the last year. Investors are hopeful that the FOMC will finally change course from increasing rates to cutting rates sometime soon however, some economists feel that the FOMC will hold steady for the remainder of the year.
Movements of the Federal Funds Rate are closely linked to Treasury Security rates; as the Federal Funds Rate increases, typically so do Treasury Security rates. Treasury Securities are investments that the City can purchase and are key benchmarks for other financial assets that the City can purchase (i.e.: Federal Agency’s). Table I shows the rate comparison of the Federal Funds Rate and short term Treasury Securities between the first quarter and second quarter of the fiscal year 2023-24 as well as recent rates. Rates have decreased across all maturity levels. The City remains laddered across all maturities.
Portfolio Performance
The December 31, 2023 investment portfolio managed balance was $548,227,880.
The earnings rate as of December 31, 2023 was 3.43%. Key benchmarks and performance statistics for the City’s portfolio are shown inTable II, Managed Portfolio Performance Statistics.
Table II: Managed Portfolio Performance Statistics (dollars in millions) The following Charts I and II show the portfolio ladder and distribution as of December 31, 2023. The portfolio ladder (Chart I - Maturity Ladder) shows our investments based on when they are to mature (ie. 1 year and under, 1-2 years, 2-3 years, etc…). The City invests in different maturity dates to take Visalia City Council Printed on 4/26/2024Page 2 of 5
powered by Legistar™
769
File #: 24-0081 Agenda Date: 3/18/2024 Agenda #: 8.
(ie. 1 year and under, 1-2 years, 2-3 years, etc…). The City invests in different maturity dates to take advantage of different earnings rates (usually the longer the maturity, the higher the earning rate) as well as to spread out maturities so that the proceeds are reinvested at regular intervals. In addition, the City will keep funds needed for operating costs in short term maturities, while investing funds in longer term maturities for those funds that are not yet needed (future projects). Chart II - Maturity Distribution shows what percent each maturity level is of the total investment portfolio.
Chart I
Maturity Ladder
· Note: Percent above each bar represents the average interest earnings rate for that maturity level Chart II
Maturity Distribution
Table III: 2nd Quarter Investment Activity, shows investment activity for the quarter (October 2023 - December 2023).
Visalia City Council Printed on 4/26/2024Page 3 of 5
powered by Legistar™
770
File #: 24-0081 Agenda Date: 3/18/2024 Agenda #: 8.
Table III: 2nd Quarter Investment Activity
Fiscal Impact:
n/a
Prior Council Action: City of Visalia Cash and Investment Reports are reviewed and accepted quarterly.
Other: n/a
Visalia City Council Printed on 4/26/2024Page 4 of 5
powered by Legistar™
771
File #: 24-0081 Agenda Date: 3/18/2024 Agenda #: 8.
Alternatives: n/a
Recommended Motion (and Alternative Motions if expected):
Move to accept the City of Visalia Cash and Investment Report for the second quarter of the fiscal year which consists of months October, November, and December 2023.
Environmental Assessment Status: n/a
CEQA Review: n/a
Attachments: Attachment #1, City of Visalia Cash and Investment Summary Attachment #2, City of Visalia Investment Report by Maturity Date Visalia City Council Printed on 4/26/2024Page 5 of 5
powered by Legistar™
772
Attachment #1
% of
Security Investments Par Value Book Value Market Value Portfolio Yield Medium-Term Corporate Bonds 98,700,000$ 93,768,935$ 95,566,567$ 17.43% Agency's 190,746,000 184,963,710 187,685,639 34.23% U.S. Treasury's 39,000,000 36,285,915 37,034,730 6.76% Municipal Bonds 154,025,000 143,425,592 146,488,509 26.72% Total Security Investments 482,471,000$ 458,444,152$ 466,775,445$ 85.14% Other Investments
Local Agency Investment Fund (LAIF) 10,550,066$ 10,550,066$ 10,550,066$ 1.92% Local Agency Investment Fund (LAIF) - COVID 25,956,044 25,956,044 25,956,044 4.73% California Asset Management Program (CAMP) 33,692,348 33,692,348 33,692,348 6.15% California Asset Management Program (CAMP-TERM) 11,000,000 11,000,000 11,000,000 2.01% Local Bonds 253,977 253,977 253,977 0.05% Total Other Investments 81,452,435$ 81,452,435$ 81,452,435$ 14.86% Total Investments 563,923,435$ 539,896,587$ 548,227,880$ 100.0% 3.43% Cash with Fiscal Agents
US Bank 2014 COP (Convention Center Refinancing) 3$
US Bank 2015 COP (VECC Loan) 14,513
US Bank 2003 East Visalia RDA 301,353
US Bank - Custodial Account 27,500
Delta Dental (Dental Prefunding) 60,700
Keenan & Associates (Workers Comp Prefunding) 410,012
Total Cash with Fiscal Agents 814,081$
Cash in Banks and Other Cash
Citizens Business Bank (Sweep and Operating)-estimate 6,875,009$ Petty Cash - Various City Offices 10,300
Total Cash in Banks and Other Cash 6,885,309$
Total Cash and Investments 555,927,270$
City of Visalia
Cash and Investment Summary
Quarter Ended December 31, 2023
773
Attachment #2
Investments Type Par Value Book Value Market Value Coupon Yield % of
Portfolio Maturity
S&P/Moody's
Credit Rating
Days to
Maturity
U.S. Treasury Treasury 2,000,000.00$ 1,974,060.00$ 2,000,000.00$ 2.63% 0.68% 0.36% 12/31/23 Aaa 0 City of Oakland Muni 3,435,000.00$ 3,363,517.65$ 3,430,878.00$ 1.58% 1.56% 0.63% 01/15/24 AA+ 15 Bank of America Corporate 3,000,000.00$ 2,973,900.00$ 2,997,540.00$ 4.13% 0.44% 0.55% 01/22/24 A- 22 U.S. Bancorp Corporate 2,500,000.00$ 2,468,300.00$ 2,494,975.00$ 3.70% 1.32% 0.46% 01/30/24 A 30 Federal National Mortgage Association Agency 2,000,000.00$ 1,964,580.00$ 1,994,700.00$ 2.50% 1.76% 0.36% 02/05/24 AA+ 36 Federal Home Loan Bank Agency 3,000,000.00$ 2,947,500.00$ 2,989,860.00$ 2.50% 4.90% 0.55% 02/13/24 AA+ 44 Federal Home Loan Bank Agency 2,000,000.00$ 1,965,000.00$ 1,993,240.00$ 2.50% 4.90% 0.36% 02/13/24 AA+ 44 Federal Farm Credit Agency 2,000,000.00$ 1,934,120.00$ 1,984,560.00$ 0.25% 0.29% 0.36% 02/26/24 AA+ 57 Federal Farm Credit Agency 2,000,000.00$ 1,944,580.00$ 1,985,820.00$ 1.23% 4.84% 0.36% 03/04/24 AA+ 64 Federal Home Loan Bank Agency 2,000,000.00$ 1,952,500.00$ 1,987,100.00$ 1.88% 1.46% 0.36% 03/08/24 AA+ 68 Federal Home Loan Bank Agency 3,000,000.00$ 2,985,390.00$ 2,996,580.00$ 4.75% 4.79% 0.55% 03/08/24 AA+ 68 Federal Farm Credit Agency 2,000,000.00$ 1,928,420.00$ 1,978,920.00$ 0.30% 0.31% 0.36% 03/18/24 AA+ 78 CA ST Muni 2,000,000.00$ 1,960,980.00$ 1,987,940.00$ 3.00% 3.37% 0.36% 04/01/24 AA- 92 CA ST Muni 3,000,000.00$ 2,941,470.00$ 2,981,910.00$ 3.00% 4.00% 0.54% 04/01/24 AA- 92 CA ST Muni 3,000,000.00$ 2,941,470.00$ 2,981,910.00$ 3.00% 4.50% 0.54% 04/01/24 AA- 92 Citigroup Corporate 5,000,000.00$ 4,886,850.00$ 4,928,150.00$ 3.35% 3.35% 0.90% 04/29/24 A 120 Bank of America Corporate 3,000,000.00$ 2,920,200.00$ 2,966,220.00$ 3.10% 3.10% 0.54% 04/29/24 A- 120 Federal Home Loan Bank Agency 4,000,000.00$ 3,978,840.00$ 3,995,200.00$ 4.88% 4.80% 0.73% 05/08/24 AA+ 129 Federal Farm Credit Agency 3,000,000.00$ 2,927,250.00$ 2,970,090.00$ 2.63% 5.19% 0.54% 05/16/24 AA+ 137 Federal Home Loan Bank Agency 2,000,000.00$ 1,951,400.00$ 1,978,580.00$ 2.88% 1.85% 0.36% 06/14/24 AA+ 166 Federal Home Loan Bank Agency 3,000,000.00$ 2,982,660.00$ 2,995,380.00$ 4.88% 4.72% 0.55% 06/14/24 AA+ 166 Toyota Motor Credit Corporate 3,000,000.00$ 2,858,640.00$ 2,932,500.00$ 0.50% 0.59% 0.53% 06/14/24 A+ 166 Federal Home Loan Mortgage Corporation Agency 3,750,000.00$ 3,564,787.50$ 3,663,037.50$ 0.38% 0.38% 0.67% 06/28/24 AA+ 180 Federal Home Loan Bank Agency 2,000,000.00$ 1,949,942.00$ 1,976,360.00$ 2.75% 5.47% 0.36% 06/28/24 AA+ 180 Federal National Mortgage Association Agency 2,000,000.00$ 1,928,640.00$ 1,966,640.00$ 1.75% 1.68% 0.36% 07/02/24 AA+ 184 American Honda Finance Corp. Corporate 2,500,000.00$ 2,375,275.00$ 2,436,725.00$ 0.55% 0.71% 0.44% 07/12/24 A- 194 Santa Clara County Muni 6,535,000.00$ 6,290,329.60$ 6,426,388.30$ 2.00% 2.73% 1.17% 08/01/24 AAA 214 Federal Home Loan Bank Agency 2,000,000.00$ 1,918,300.00$ 1,956,980.00$ 1.50% 1.45% 0.36% 08/15/24 AA+ 228 Federal Home Loan Bank Agency 2,000,000.00$ 2,000,560.00$ 2,007,080.00$ 5.50% 5.47% 0.37% 08/26/24 AA+ 239 City of Berkeley Muni 800,000.00$ 780,664.00$ 791,896.00$ 3.50% 1.95% 0.14% 09/01/24 AA+ 245 Federal Home Loan Bank Agency 2,000,000.00$ 1,943,320.00$ 1,971,920.00$ 2.88% 1.64% 0.36% 09/13/24 AA+ 257 Toyota Motor Credit Corporate 3,000,000.00$ 2,833,320.00$ 2,905,320.00$ 0.63% 1.04% 0.53% 09/13/24 A+ 257 Federal Home Loan Bank Agency 2,000,000.00$ 1,955,760.00$ 1,980,320.00$ 3.50% 4.00% 0.36% 09/13/24 AA+ 257 CA ST Muni 3,000,000.00$ 2,994,870.00$ 3,009,480.00$ 5.50% 4.72% 0.55% 10/01/24 AA- 275 Anaheim Housing and Public Improvements Auth. Muni 2,500,000.00$ 2,418,775.00$ 2,458,575.00$ 2.94% 4.30% 0.45% 10/01/24 AA- 275 CA ST Muni 1,450,000.00$ 1,374,875.50$ 1,410,212.00$ 1.25% 4.00% 0.26% 10/01/24 AA- 275 Federal Home Loan Bank Agency 2,000,000.00$ 1,979,140.00$ 1,992,800.00$ 4.50% 4.83% 0.36% 10/03/24 AA+ 277 Federal National Mortgage Association Agency 3,000,000.00$ 2,862,330.00$ 2,923,560.00$ 1.63% 0.75% 0.53% 10/15/24 AA+ 289 Bank of New York Mellon Corp. Corporate 3,000,000.00$ 2,867,190.00$ 2,920,110.00$ 2.10% 0.52% 0.53% 10/24/24 A 298 Bank of New York Mellon Corp. Corporate 3,000,000.00$ 2,867,190.00$ 2,920,110.00$ 2.10% 1.93% 0.53% 10/24/24 A 298 U.S. Treasury Treasury 2,000,000.00$ 1,881,100.00$ 1,930,080.00$ 0.75% 4.31% 0.35% 11/15/24 Aaa 320 Federal Home Loan Bank Agency 2,000,000.00$ 1,996,760.00$ 1,995,800.00$ 5.30% 5.30% 0.36% 11/18/24 AA+ 323 CA State Department Water Muni 5,000,000.00$ 4,671,400.00$ 4,802,350.00$ 0.51% 1.59% 0.88% 12/01/24 AAA 336 Santa Clara Valley California Water District Muni 3,500,000.00$ 3,447,150.00$ 3,475,255.00$ 4.25% 4.25% 0.63% 12/01/24 Aa1 336 Federal Home Loan Bank Agency 2,000,000.00$ 1,929,160.00$ 1,961,820.00$ 2.75% 1.48% 0.36% 12/13/24 AA+ 348 Federal Home Loan Bank Agency 2,000,000.00$ 1,982,260.00$ 1,995,640.00$ 4.63% 4.83% 0.36% 12/13/24 AA+ 348 Federal Home Loan Bank Agency 2,000,000.00$ 1,993,690.00$ 2,003,160.00$ 5.00% 5.24% 0.37% 12/13/24 AA+ 348 State Street Corp. Corporate 3,000,000.00$ 2,895,120.00$ 2,951,460.00$ 3.30% 0.64% 0.54% 12/16/24 A 351 Federal Home Loan Bank Agency 3,000,000.00$ 2,974,170.00$ 2,997,540.00$ 4.65% 4.25% 0.55% 01/06/25 AA+ 372 Federal National Mortgage Association Agency 2,000,000.00$ 1,896,340.00$ 1,938,020.00$ 1.63% 0.36% 0.35% 01/07/25 AA+ 373 U.S. Treasury Treasury 2,000,000.00$ 1,886,180.00$ 1,929,620.00$ 1.38% 0.52% 0.35% 01/31/25 Aaa 397 Federal Home Loan Mortgage Corporation Agency 3,000,000.00$ 2,831,910.00$ 2,896,230.00$ 1.50% 0.74% 0.53% 02/12/25 AA+ 409 Toyota Motor Credit Corporate 5,000,000.00$ 4,731,050.00$ 4,835,950.00$ 1.80% 2.30% 0.88% 02/13/25 A+ 410 U.S. Treasury Treasury 2,000,000.00$ 1,903,760.00$ 1,941,180.00$ 2.00% 0.52% 0.35% 02/15/25 Aaa 412 Federal Home Loan Bank Agency 2,000,000.00$ 1,982,880.00$ 2,000,320.00$ 4.63% 4.22% 0.36% 03/14/25 AA+ 439 U.S. Treasury Treasury 5,000,000.00$ 4,799,400.00$ 4,881,650.00$ 2.63% 2.36% 0.89% 03/31/25 Aaa 456 Bay Area Toll Authority Muni 3,000,000.00$ 2,845,980.00$ 2,889,150.00$ 2.33% 4.70% 0.53% 04/01/25 AA 457 Federal National Mortgage Association Agency 2,000,000.00$ 1,849,640.00$ 1,901,560.00$ 0.63% 0.59% 0.35% 04/22/25 AA+ 478 Federal National Mortgage Association Agency 2,000,000.00$ 1,849,640.00$ 1,901,560.00$ 0.63% 3.15% 0.35% 04/22/25 AA+ 478 Federal Farm Credit Agency 5,000,000.00$ 4,795,850.00$ 4,893,900.00$ 2.75% 2.75% 0.89% 04/25/25 AA+ 481 Citigroup Corporate 5,000,000.00$ 4,821,450.00$ 4,898,950.00$ 4.00% 4.00% 0.89% 05/13/25 A 499 University of California Revenue Muni 2,000,000.00$ 1,899,500.00$ 1,938,620.00$ 2.59% 4.20% 0.35% 05/15/25 AA- 501 University of California Revenue Muni 2,140,000.00$ 2,167,777.20$ 2,165,829.80$ 5.79% 5.00% 0.40% 05/15/25 AA- 501 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,980,000.00$ 1,991,940.00$ 5.05% 5.05% 0.36% 05/22/25 AA+ 508 John Deere Capital Corp. Corporate 2,000,000.00$ 1,940,968.00$ 1,966,060.00$ 3.40% 5.18% 0.36% 06/06/25 A 523 Federal Home Loan Bank Agency 2,000,000.00$ 1,836,800.00$ 1,893,620.00$ 0.63% 0.52% 0.35% 06/13/25 AA+ 530 Federal Home Loan Bank Agency 2,000,000.00$ 1,991,904.00$ 2,008,000.00$ 4.75% 4.97% 0.37% 06/13/25 AA+ 530 Federal Home Loan Bank Agency 2,000,000.00$ 2,011,989.78$ 2,016,320.00$ 5.13% 4.79% 0.37% 06/13/25 AA+ 530 Federal National Mortgage Association Agency 2,000,000.00$ 1,836,160.00$ 1,887,280.00$ 0.50% 0.46% 0.34% 06/17/25 AA+ 534 Federal Farm Credit Agency 2,000,000.00$ 1,987,888.00$ 2,001,720.00$ 4.63% 4.96% 0.37% 06/20/25 AA+ 537 Citigroup Corporate 3,000,000.00$ 2,870,250.00$ 2,954,670.00$ 4.75% 4.75% 0.54% 06/30/25 A 547 Los Angeles School District Muni 3,345,000.00$ 3,073,319.10$ 3,152,160.75$ 1.25% 1.09% 0.57% 07/01/25 Aa3 548 City of Visalia
Investment Report
By Maturity Date
12/31/2023
774
City of Visalia
Investment Report
By Maturity Date
12/31/2023 (cont.)
University of California Revenue Muni 3,000,000.00$ 2,909,550.00$ 2,927,430.00$ 3.06% 4.70% 0.53% 07/01/25 AA 548 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,839,340.00$ 1,879,460.00$ 0.38% 4.88% 0.34% 07/21/25 AA+ 568 JP Morgan Chase Co. Corporate 1,450,000.00$ 1,413,489.00$ 1,427,481.50$ 3.90% 1.07% 0.26% 07/15/25 A- 562 Federal Home Loan Mortgage Corporation Agency 2,996,000.00$ 2,733,520.44$ 2,815,431.08$ 0.38% 0.46% 0.51% 07/21/25 AA+ 568 Los Angeles Commty College Muni 5,000,000.00$ 4,543,900.00$ 4,696,950.00$ 0.77% 0.97% 0.86% 08/01/25 AA+ 579 Pittsburg CA Unified School District Muni 4,375,000.00$ 4,301,106.25$ 4,325,431.25$ 4.15% 5.00% 0.79% 08/01/25 A1 579 U.S. Treasury Treasury 2,000,000.00$ 1,931,640.00$ 1,960,160.00$ 3.13% 4.38% 0.36% 08/15/25 Aaa 593 WalMart Inc. Corporate 3,000,000.00$ 2,940,120.00$ 2,970,180.00$ 3.90% 4.11% 0.54% 09/09/25 AA 618 John Deere Capital Corp. Corporate 2,000,000.00$ 1,924,120.00$ 1,959,960.00$ 3.40% 4.27% 0.36% 09/11/25 A 620 Federal Home Loan Bank Agency 3,000,000.00$ 2,803,110.00$ 2,869,860.00$ 1.75% 1.33% 0.52% 09/12/25 AA+ 621 Los Angeles School District Muni 5,000,000.00$ 4,588,650.00$ 4,701,700.00$ 1.54% 1.58% 0.86% 09/15/25 AA- 624 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,814,740.00$ 1,866,660.00$ 0.38% 0.44% 0.34% 09/23/25 AA+ 632 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,814,740.00$ 1,866,660.00$ 0.38% 0.90% 0.34% 09/23/25 AA+ 632 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,816,360.00$ 1,869,420.00$ 0.55% 0.55% 0.34% 09/30/25 AA+ 639 CA ST Muni 3,000,000.00$ 3,013,290.00$ 3,036,270.00$ 5.50% 4.74% 0.55% 10/01/25 AA- 640 Procter & Gamble Co. Corporate 3,000,000.00$ 2,718,390.00$ 2,803,380.00$ 0.55% 0.69% 0.51% 10/29/25 AA- 668 CA State Muni 2,000,000.00$ 1,902,500.00$ 1,939,920.00$ 3.00% 0.70% 0.35% 11/01/25 AA- 671 CA State University Muni 5,555,000.00$ 5,047,606.30$ 5,189,425.45$ 0.89% 1.63% 0.95% 11/01/25 AA- 671 Federal National Mortgage Association Agency 2,000,000.00$ 1,812,640.00$ 1,862,900.00$ 0.50% 0.68% 0.34% 11/07/25 AA+ 677 Federal National Mortgage Association Agency 2,000,000.00$ 1,812,640.00$ 1,862,900.00$ 0.50% 1.13% 0.34% 11/07/25 AA+ 677 U.S. Bancorp Corporate 3,000,000.00$ 2,883,960.00$ 2,949,990.00$ 3.95% 0.75% 0.54% 11/17/25 A 687 Federal Home Loan Bank Agency 2,000,000.00$ 1,982,860.00$ 2,004,700.00$ 4.50% 4.22% 0.37% 12/12/25 AA+ 712 Toyota Motor Credit Corporate 2,000,000.00$ 1,817,740.00$ 1,855,360.00$ 0.80% 4.85% 0.34% 01/09/26 A+ 740 Federal Farm Credit Agency 2,000,000.00$ 1,965,800.00$ 1,985,520.00$ 4.00% 4.00% 0.36% 01/13/26 AA+ 744 John Deere Capital Corp. Corporate 3,000,000.00$ 2,698,770.00$ 2,780,580.00$ 0.70% 0.74% 0.51% 01/15/26 A 746 Federal Farm Credit Agency 2,000,000.00$ 2,001,200.00$ 2,023,600.00$ 4.75% 4.10% 0.37% 03/09/26 AA+ 799 Charles Schwab Corp. Corporate 4,000,000.00$ 3,533,520.00$ 3,666,840.00$ 0.90% 1.04% 0.67% 03/11/26 A- 801 Federal Home Loan Bank Agency 2,000,000.00$ 1,993,323.40$ 1,994,280.00$ 4.13% 4.28% 0.36% 03/13/26 AA+ 803 CA State Muni 3,400,000.00$ 3,196,510.00$ 3,264,986.00$ 2.65% 0.97% 0.60% 04/01/26 AA- 822 CA State Muni 1,320,000.00$ 1,240,998.00$ 1,267,582.80$ 2.65% 3.18% 0.23% 04/01/26 AA- 822 Bay Area Toll Authority Muni 2,405,000.00$ 2,241,556.20$ 2,295,596.55$ 2.43% 4.90% 0.42% 04/01/26 AA 822 Bay Area Toll Authority Muni 3,000,000.00$ 2,796,120.00$ 2,863,530.00$ 2.43% 4.69% 0.52% 04/01/26 AA 822 Federal National Mortgage Association Agency 2,000,000.00$ 1,908,125.60$ 1,911,020.00$ 2.13% 4.19% 0.35% 04/24/26 AA+ 845 Amazon.Com Inc. Corporate 3,000,000.00$ 2,697,090.00$ 2,771,280.00$ 1.00% 1.02% 0.51% 05/12/26 AA 863 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,663.34$ 2,025,060.00$ 4.75% 4.42% 0.37% 06/12/26 AA+ 894 Federal Home Loan Bank Agency 2,000,000.00$ 2,013,181.96$ 2,025,060.00$ 4.75% 4.50% 0.37% 06/12/26 AA+ 894 John Deere Capital Corp. Corporate 1,250,000.00$ 1,122,362.50$ 1,151,150.00$ 1.05% 0.91% 0.21% 06/17/26 A 899 U.S. Treasury Treasury 3,000,000.00$ 2,703,060.00$ 2,774,190.00$ 0.88% 1.61% 0.51% 06/30/26 Aaa 912 Federal Farm Credit Agency 2,000,000.00$ 1,992,740.00$ 2,018,960.00$ 4.50% 4.68% 0.37% 07/27/26 AA+ 939 U.S. Treasury Treasury 5,000,000.00$ 4,454,500.00$ 4,579,900.00$ 0.63% 2.58% 0.84% 07/31/26 Aaa 943 Los Angeles Community College District Muni 2,000,000.00$ 1,775,840.00$ 1,837,340.00$ 1.17% 2.38% 0.34% 08/01/26 AA+ 944 Fremont Unified School District Muni 5,470,000.00$ 4,832,963.80$ 4,992,578.40$ 0.83% 3.30% 0.91% 08/01/26 AA- 944 Upper Santa Clara Valley Joint Powers Authority Muni 3,700,000.00$ 3,301,917.00$ 3,405,961.00$ 1.18% 3.43% 0.62% 08/01/26 AA+ 944 San Jose Unified School District Muni 2,205,000.00$ 2,112,125.40$ 2,149,169.40$ 3.37% 3.55% 0.39% 08/01/26 AA+ 944 Mountain View School District Muni 1,015,000.00$ 937,332.20$ 950,171.95$ 1.79% 4.45% 0.17% 09/01/26 AAA 975 Federal Home Loan Bank Agency 3,000,000.00$ 2,768,610.00$ 2,833,080.00$ 1.88% 1.12% 0.52% 09/11/26 AA+ 985 Federal Home Loan Bank Agency 2,000,000.00$ 2,000,300.00$ 2,025,900.00$ 4.63% 4.62% 0.37% 09/11/26 AA+ 985 Federal National Mortgage Association Agency 2,000,000.00$ 1,846,000.00$ 1,886,340.00$ 1.88% 1.21% 0.34% 09/24/26 AA+ 998 U.S. Treasury Treasury 3,000,000.00$ 2,684,070.00$ 2,755,440.00$ 0.88% 3.02% 0.50% 09/30/26 Aaa 1004 CA State Muni 3,000,000.00$ 2,776,650.00$ 2,841,120.00$ 2.38% 1.05% 0.52% 10/01/26 AA- 1005 Federal Home Loan Bank Agency 2,000,000.00$ 2,013,062.00$ 2,028,240.00$ 4.63% 4.39% 0.37% 11/17/26 AA+ 1052 Federal Home Loan Bank Agency 2,000,000.00$ 2,033,120.00$ 2,028,240.00$ 4.63% 4.01% 0.37% 11/17/26 AA+ 1052 Federal Farm Credit Agency 3,000,000.00$ 2,973,450.00$ 3,012,600.00$ 4.25% 4.27% 0.55% 11/23/26 AA+ 1058 CA State Department Water Muni 5,000,000.00$ 4,408,950.00$ 4,538,500.00$ 1.05% 1.68% 0.83% 12/01/26 AAA 1066 CA State Department Water Muni 1,500,000.00$ 1,322,685.00$ 1,361,550.00$ 1.05% 4.00% 0.25% 12/01/26 AAA 1066 Federal Home Loan Bank Agency 2,000,000.00$ 2,046,380.00$ 2,045,640.00$ 4.88% 4.03% 0.37% 12/11/26 AA+ 1076 Federal Home Loan Bank Agency 3,000,000.00$ 2,698,380.00$ 2,758,110.00$ 1.25% 1.66% 0.50% 12/21/26 AA+ 1086 Federal Home Loan Bank Agency 5,000,000.00$ 4,497,300.00$ 4,596,850.00$ 1.25% 2.70% 0.84% 12/21/26 AA+ 1086 Federal Farm Credit Agency 2,000,000.00$ 2,005,556.00$ 2,001,900.00$ 4.13% 4.03% 0.37% 12/22/26 AA+ 1087 Federal Farm Credit Agency 2,000,000.00$ 1,963,800.00$ 1,988,680.00$ 3.88% 4.07% 0.36% 12/23/26 AA+ 1088 U.S. Treasury Treasury 5,000,000.00$ 4,583,200.00$ 4,687,100.00$ 1.88% 2.37% 0.85% 02/28/27 Aaa 1155 Federal Home Loan Bank Agency 3,000,000.00$ 2,996,370.00$ 3,035,040.00$ 4.50% 4.01% 0.55% 03/12/27 AA+ 1167 Amazon.Com Inc. Corporate 5,000,000.00$ 4,761,650.00$ 4,853,550.00$ 3.30% 3.38% 0.89% 04/13/27 AA 1199 Federal Farm Credit Agency 5,000,000.00$ 4,730,800.00$ 4,817,350.00$ 2.88% 2.88% 0.88% 04/26/27 AA+ 1212 San Diego County Water Authority Muni 2,570,000.00$ 2,280,515.20$ 2,318,037.20$ 1.17% 4.55% 0.42% 05/01/27 AAA 1217 University of California Revenue Muni 1,600,000.00$ 1,470,672.00$ 1,503,280.00$ 2.56% 5.00% 0.27% 05/15/27 AA- 1231 University of California Revenue Muni 2,000,000.00$ 1,773,260.00$ 1,811,040.00$ 1.32% 4.69% 0.33% 05/15/27 AA 1231 University of California Revenue Muni 2,000,000.00$ 1,773,260.00$ 1,811,040.00$ 1.32% 4.00% 0.33% 05/15/27 AA 1231 University of California Revenue Muni 2,000,000.00$ 1,758,540.00$ 1,811,220.00$ 1.37% 3.90% 0.33% 05/15/27 AA 1231 Torrance CA Joint Powers Authority Muni 1,030,000.00$ 908,573.30$ 934,230.60$ 1.71% 4.85% 0.17% 06/01/27 AA 1248 Federal Home Loan Bank Agency 2,000,000.00$ 1,992,720.00$ 2,006,260.00$ 4.13% 4.23% 0.37% 06/11/27 AA+ 1258 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 2,000,000.00$ 2,007,020.00$ 5.20% 5.20% 0.37% 06/11/27 AA+ 1258 Southern CA Public Power Authority Muni 2,000,000.00$ 1,933,320.00$ 1,978,080.00$ 4.11% 5.10% 0.36% 07/01/27 AA- 1278 775
City of Visalia
Investment Report
By Maturity Date
12/31/2023 (cont.)
Anaheim CA Public Financing Authority Muni 3,000,000.00$ 2,660,940.00$ 2,750,640.00$ 2.09% 5.53% 0.50% 07/01/27 AA 1278 U.S. Treasury Treasury 3,000,000.00$ 2,854,406.25$ 2,879,760.00$ 2.75% 4.20% 0.53% 07/31/27 Aaa 1308 San Joaquin California Community College Dist. Muni 2,500,000.00$ 2,191,050.00$ 2,258,525.00$ 1.43% 4.69% 0.41% 08/01/27 Aa2 1309 San Bernardino CA Community College Dist. Muni 1,455,000.00$ 1,289,944.80$ 1,317,837.15$ 1.61% 4.10% 0.24% 08/01/27 AA 1309 San Ramon Valley Unified School District Muni 3,445,000.00$ 3,044,484.30$ 3,127,715.50$ 1.44% 4.00% 0.57% 08/01/27 AA+ 1309 Campbell CA Unified High School District Muni 1,875,000.00$ 1,633,987.50$ 1,673,231.25$ 1.04% 4.70% 0.31% 08/01/27 AAA 1309 Gavilan CA Community College District Muni 2,225,000.00$ 1,968,301.75$ 2,011,489.00$ 1.51% 4.80% 0.37% 08/01/27 AA 1309 U.S. Treasury Treasury 3,000,000.00$ 2,773,230.00$ 2,829,390.00$ 2.25% 2.97% 0.52% 08/15/27 Aaa 1323 U.S. Treasury Treasury 2,000,000.00$ 1,857,309.18$ 1,886,260.00$ 2.25% 4.20% 0.34% 08/15/27 Aaa 1323 Amazon.Com Inc. Corporate 5,000,000.00$ 4,704,300.00$ 4,798,850.00$ 3.15% 4.11% 0.88% 08/22/27 AA 1330 Federal Home Loan Bank Agency 2,000,000.00$ 1,985,126.68$ 2,032,840.00$ 4.50% 4.71% 0.37% 09/10/27 AA+ 1349 Federal Farm Credit Agency 2,000,000.00$ 2,011,160.00$ 2,022,820.00$ 4.38% 3.77% 0.37% 09/15/27 AA+ 1354 Toyota Motor Credit Corporate 2,000,000.00$ 1,972,060.00$ 2,015,500.00$ 4.55% 4.70% 0.37% 09/20/27 A+ 1359 Federal National Mortgage Association Agency 2,000,000.00$ 1,743,651.42$ 1,775,600.00$ 0.75% 4.40% 0.32% 10/08/27 AA+ 1377 Federal Farm Credit Agency 2,000,000.00$ 2,009,400.00$ 2,033,260.00$ 4.50% 4.38% 0.37% 11/23/27 AA+ 1423 Amazon.Com Inc. Corporate 3,000,000.00$ 2,981,160.00$ 3,045,900.00$ 4.55% 4.83% 0.56% 12/01/27 AA 1431 Federal Home Loan Bank Agency 2,000,000.00$ 1,993,140.00$ 2,020,580.00$ 4.25% 4.03% 0.37% 12/10/27 AA+ 1440 Federal Farm Credit Agency 2,000,000.00$ 1,952,240.00$ 1,979,760.00$ 3.75% 4.00% 0.36% 12/22/27 AA+ 1452 John Deere Capital Corp. Corporate 2,000,000.00$ 1,998,340.00$ 2,034,285.60$ 4.75% 4.64% 0.37% 01/20/28 A 1481 Apple Inc. Corporate 5,000,000.00$ 4,333,550.00$ 4,448,450.00$ 1.20% 4.67% 0.81% 02/08/28 AA+ 1500 JP Morgan Chase Co. Corporate 3,000,000.00$ 3,003,390.00$ 2,948,910.00$ 5.20% 5.21% 0.54% 02/28/28 A- 1520 CA ST Muni 3,000,000.00$ 2,847,780.00$ 2,907,060.00$ 3.50% 3.95% 0.53% 04/01/28 AA- 1553 CA ST Muni 3,000,000.00$ 2,871,780.00$ 2,907,060.00$ 3.50% 4.52% 0.53% 04/01/28 AA- 1553 JP Morgan Chase Co. Corporate 2,000,000.00$ 1,955,220.00$ 1,976,180.00$ 5.25% 5.25% 0.36% 05/30/28 A- 1612 Federal Home Loan Bank Agency 2,000,000.00$ 1,994,600.00$ 2,008,400.00$ 4.00% 4.06% 0.37% 06/30/28 AA+ 1643 Desert CA Community College District Muni 2,000,000.00$ 1,758,540.00$ 1,805,920.00$ 2.02% 4.85% 0.33% 08/01/28 AA 1675 Los Angeles Community College District Muni 1,955,000.00$ 1,695,473.75$ 1,753,537.25$ 1.61% 5.12% 0.32% 08/01/28 AA+ 1675 San Ramon Valley Unified School District Muni 1,730,000.00$ 1,547,900.20$ 1,549,716.70$ 1.67% 4.20% 0.28% 08/01/28 AA+ 1675 Federal Farm Credit Agency 2,000,000.00$ 2,015,688.00$ 2,039,320.00$ 4.50% 4.32% 0.37% 08/28/28 AA+ 1702 Murrita Valley CA Unified School District Muni 2,990,000.00$ 2,594,991.10$ 2,648,631.70$ 1.56% 4.70% 0.48% 09/01/28 Aa2 1706 Federal Home Loan Bank Agency 2,000,000.00$ 1,976,180.00$ 2,036,880.00$ 4.38% 4.64% 0.37% 09/08/28 AA+ 1713 Federal Farm Credit Agency 2,000,000.00$ 1,980,318.00$ 2,052,040.00$ 4.50% 4.73% 0.37% 09/22/28 AA+ 1727 CA ST Muni 5,000,000.00$ 4,999,950.00$ 5,122,450.00$ 5.00% 5.00% 0.93% 10/01/28 AA- 1736 Federal Farm Credit Agency 3,000,000.00$ 3,000,000.00$ 3,053,820.00$ 5.52% 5.52% 0.56% 10/20/28 AA+ 1755 Federal Home Loan Bank Agency 2,000,000.00$ 2,081,972.00$ 2,075,420.00$ 4.75% 3.83% 0.38% 12/08/28 AA+ 1804 Federal Farm Credit Agency 2,000,000.00$ 2,040,340.00$ 2,029,000.00$ 4.25% 3.80% 0.37% 12/15/28 AA+ 1811 Total Investments 482,471,000.00$ 458,444,152.15$ 466,775,444.68$ 85.1% Other Investments
Local Agency Investment Funds (LAIF) LAIF 10,550,065.38$ 10,550,065.38$ 10,550,065.38$ 3.81% 3.81% 1.9% 12/31/23 N/A - Local Agency Investment Funds (LAIF) - COVID LAIF 25,956,044.11$ 25,956,044.11$ 25,956,044.11$ 3.81% 3.81% 4.7% 12/31/23 N/A - California Asset Management Program (CAMP) CAMP 33,692,348.13$ 33,692,348.13$ 33,692,348.13$ 5.55% 5.55% 6.1% 12/31/23 N/A - California Asset Management Program (TERM) TERM 11,000,000.00$ 11,000,000.00$ 11,000,000.00$ 5.58% 5.58% 2.0% 07/01/24 N/A 183 Orchard Walk West Bond 135,000.00$ 135,000.00$ 135,000.00$ 6.75% 6.75% 0.0% 06/01/26 N/A 883 Atwood Water Main District Bond 72,812.23$ 72,812.23$ 72,812.23$ 4.00% 4.00% 0.0% 09/02/30 N/A 2437 Laura Water Main District Bond 46,165.22$ 46,165.22$ 46,165.22$ 4.00% 4.00% 0.0% 09/02/30 N/A 2437 Total Other Investments 81,452,435.07$ 81,452,435.07$ 81,452,435.07$ 14.9% Total Portfolio Holdings 563,923,435.07$ 539,896,587.22$ 548,227,879.75$ 3.43% 100.0% 776
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0085 Agenda Date: 3/18/2024 Agenda #: 9.
Agenda Item Wording:
Notice of Completion for Diamond Oaks Unit No. 2 - Request authorization to file a notice of completion for Diamond Oaks-Unit No. 2 subdivision containing 126 single family residential lots located south of Caldwell Avenue between Burke Street and Ben Maddox Way.
Deadline for Action: 3/18/2024
Submitting Department: Community Development
Contact Name and Phone Number:
Sarah MacLennan, Assistant Engineer, [email protected], (559) 713-4271 Lupe Garcia, Acting City Engineer, [email protected], (559) 713-4197 Jason Huckleberry, Director Eng & Bldg, [email protected], (559) 713-4495 Department Recommendation:
Staff recommends that City Council authorize the filing of a Notice of Completion for Diamond Oaks- Unit No. 2 subdivision.
Summary:
All the required improvements for this subdivision have been completed and are ready for acceptance by the City Engineer. Diamond Oaks-Unit No. 2 subdivision was completed by DR Horton and contains 126 single family residential lots.
The developer has submitted a maintenance bond in the amount of $419,177.60 as required by the Subdivision Map Act, to guarantee the improvements against defects for one year. Staff recommends that authorization be given to file the Notice of Completion.
Background Discussion:
City Council authorized the recording of the final map for Diamond Oaks-Unit No. 2 subdivision on August 19, 2022. All bonds and cash payments, as identified in the subdivision agreement, were received by the City at that time. As required by the subdivision ordinance, a maintenance bond valued at 10% of the cost of the public improvements has been submitted prior to recording of the Notice of Completion. The Maintenance Bond is held for one year after the recording and acts as a warranty for the public improvements installed per the subdivision agreement.
Fiscal Impact:
By authorizing this Notice of Completion, the City of Visalia will incorporate the identified public improvements into normal routine maintenance plans and procedures following the one-year maintenance period. This will have a nominal adverse effect on the fund that provides such maintenance.
Visalia City Council Printed on 4/26/2024Page 1 of 2
powered by Legistar™
777
File #: 24-0085 Agenda Date: 3/18/2024 Agenda #: 9.
Prior Council Action:
· On August 19, 2022, the City Council authorized the recordation of the final map for Diamond Oaks-Unit No. 2 subdivision.
· On August 19, 2022, the City Council authorized the initiation of proceedings for the annexation and assessment to Landscape and Lighting Assessment District No. 19-05. · On August 05, 2019, the City Council authorized recordation of the final map for Diamond Oaks Unit No 1 and the formation of the Landscape and Lighting Assessment District 19-05 “Diamond Oaks”.
· On August 01, 2011, the City Council authorized revisions to the Pre-Annexation Agreement for Annexation No. 2004-11 relieving the property owner from developing this property in accordance to the Southeast Area Plan (SEAP)
· On October 04, 2004, the City Council authorized the request to initiate annexation procedures for the property south of Caldwell Avenue between Burke Street and Ben Maddox Way, through Annexation No. 2004-11.
Other:
· On September 23, 2013, the Planning Commission approved Tentative Subdivision Map No. 5547 for Diamond Oaks.
Alternatives: N/A
Recommended Motion (and Alternative Motions if expected):
I move to authorize the filing of Notice of Completion for Diamond Oaks-Unit No. 2.
Environmental Assessment Status:
Negative Declaration (MND) No. 2013-59 was prepared consistent with the California Environmental Quality Act and City of Visalia Environmental Guidelines adopted September 23rd, 2013.
CEQA Review:
Negative Declaration (MND) No. 2013-59 was prepared consistent with the California Environmental Quality Act and City of Visalia Environmental Guidelines adopted September 23rd, 2013.
Attachments:
1. Aerial Map
2. Final Map
3. Disclosure Development - Notice of Completion
Visalia City Council Printed on 4/26/2024Page 2 of 2
powered by Legistar™
778
S Santa Fe St
S Burke St
E Caldwell Ave
S Bridge St
E Monte Verde Ave
S Ben Maddox Way
E Dorothea Ave
S Thomas St
E Arlen Ave
E La Salle Ave
S Byrd St
S Bradley St
E Monte Vista Ave
S Stover St
S Tipton St
E Russell Ave
E La Vida Ct
S Michael St
S Cain St
S Tipton Ct
E Cameron Ave
E Sunnyside Ave
E Monte Vista Ct
®
Aerial Map
Diamond Oaks - Unit NO. 2
Subject Property
779
CITY PLANNER'S STATEMENTPAUL BERNAL, CITY PLANNERI HEREBY STATE THAT THIS FINAL MAP CONFORMS TO TENTATIVE SUBDIVISION MAP NO. 5547 APPROVED BY THE CITY OFVISALIA PLANNING COMMISSION AT THE REGULAR MEETING HELD ON SEPTEMBER 23, 2013.
SHEET 1 OF 6JOB NO. 18075
RECORDER'S STATEMENT
BY:
BY:
BOARD OF SUPERVISOR'S STATEMENT
BENJAMIN R. MULLINS, PLS 9227
DIAMOND OAKS - UNIT NO. 2
SURVEYOR'S STATEMENT
OWNER'S STATEMENT
FOR: DIAMOND OAKS HOLDINGS, LLC BOB D. AUSHERMAN, General Partner DATE
CITY CLERK'S STATEMENTCITY SURVEYOR'S STATEMENT
LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT
DATE
THIS MAP WAS PREPARED BY ME OR UNDER MY DIRECTION AND IS BASED UPON A FIELD SURVEY IN CONFORMANCE WITH THEREQUIREMENTS OF THE SUBDIVISION MAP ACT AND LOCAL ORDINANCE AT THE REQUEST OF DIAMOND OAKS HOLDINGS, LLCON MARCH 11, 2018, AND SAID FIELD SURVEY IS TRUE AND COMPLETE AS SHOWN. I HEREBY STATE THAT THIS FINAL MAPSUBSTANTIALLY CONFORMS TO THE APPROVED OR CONDITIONALLY APPROVED TENTATIVE MAP, IF ANY. ALL MONUMENTS AREOF THE CHARACTER AND OCCUPY, OR WILL OCCUPY, THE POSITIONS INDICATED ON OR BEFORE JULY 1, 2024 AND ARE, ORWILL BE, SUFFICIENT TO ENABLE THE SURVEY TO BE RETRACED.
N.T.S.
OWNER:DIAMOND OAKS HOLDINGS, LLC, A LIMITEDLIABILITY COMPANY1441 S. MOONEY BLVD.VISALIA, CA 93277(559) 732-9000ENGINEER/SURVEYOR:LANE ENGINEERS, INC.979 NORTH BLACKSTONE STREETTULARE, CA 93274(559) 688-5263BEING A DIVISION OF REMAINDER 1 & REMAINDER 2 OF DIAMOND OAKS - UNIT NO. 1, RECORDED IN VOLUME 44 OF MAPS, AT PAGE 32, T.C.R.SITUATED IN THE NE 1/4 OF SECTION 8, TOWNSHIP 19 SOUTH, RANGE 25 EAST, MOUNT DIABLO BASE AND MERIDIAN, IN THE CITY OFVISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA.
ALL THE REAL PROPERTY INCLUDED IN THE BOUNDARIES OF THE SUBDIVISION SHOWN UPON THIS MAP IS INCLUDED IN"ASSESSMENT DISTRICT NO. 19-05, CITY OF VISALIA, TULARE COUNTY, CALIFORNIA," ESTABLISHED PURSUANT TO THELANDSCAPE AND LIGHTING ACT OF 1972.
SITE LOCATION
SEPTEMBER 2022
VICINITY MAPCITY LIMITS
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:46:31 AM DOCUMENT NO:FEE PAID:FILED THIS DAY OF , 202 , AT . M. IN VOLUME OF MAPS, AT PAGE TULARE COUNTY RECORDS,AT THE REQUEST OF LANE ENGINEERS, INC.TARA K. FREITAS, CPATULARE COUNTY ASSESSOR/CLERK-RECORDER I, JASON T. BRITT, COUNTY ADMINISTRATIVE OFFICER/CLERK OF THE BOARD OF SUPERVISORS OF THE COUNTY OF TULARE,STATE OF CALIFORNIA, DO HEREBY STATE THAT SAID BOARD OF SUPERVISORS HAS APPROVED THE PROVISIONS MADE FORTHE PAYMENT OF TAXES AS PROVIDED IN DIVISION 2 OF TITLE 7 OF THE GOVERNMENT CODE OF THE STATE OF CALIFORNIA.JASON T. BRITT, COUNTY ADMINISTRATIVE OFFICER/CLERK OF THE BOARD OF SUPERVISORS I HEREBY STATE THAT I HAVE EXAMINED THIS MAP; THAT THE SUBDIVISION AS SHOWN IS SUBSTANTIALLY THE SAME AS ITAPPEARED ON THE TENTATIVE MAP, AND ANY APPROVED ALTERATIONS THEREOF; THAT ALL PROVISIONS OF CHAPTER 2 OFTHE SUBDIVISION MAP ACT AND ANY LOCAL ORDINANCES APPLICABLE AT THE TIME OF APPROVAL OF THE TENTATIVE MAPHAVE BEEN COMPLIED WITH; AND THAT I AM SATISIFIED THAT THIS MAP IS TECHNICALLY CORRECT.
THE UNDERSIGNED HEREBY CERTIFY THAT THEY ARE THE ONLY PERSONS HAVING ANY RECORD TITLE INTEREST IN THEREAL PROPERTY INCLUDED WITHIN THE BOUNDARIES OF THE SUBDIVISION SHOWN UPON THIS MAP, AND DO HEREBYCONSENT TO THE PREPARATION AND RECORDING OF SAID MAP AND THAT THE CONSENT OF NO OTHER PERSON ISNECESSARY. WE HEREBY OFFER FOR DEDICATION AND DO HEREBY DEDICATE THE FOLLOWING, AS SHOWN WITHINTHE BOUNDARIES OF THE MAP HEREON, FOR THE SPECIFIED PURPOSES:1.RIGHT OF WAY FOR BRADLEY STREET, BURKE STREET, CALDWELL AVENUE, CAMERON AVENUE, COTTA STREET,LOYOLA AVENUE, PACKWOOD AVENUE, REESE AVENUE, ELKHORN AVENUE, RUSSELL AVENUE AND BEN MADDOX WAY INFEE TO THE CITY OF VISALIA.2.PUBLIC EASEMENTS FOR THE INSTALLATION AND MAINTENANCE OF GAS LINES AND CONDUITS FOR ELECTRIC,TELEVISION AND TELEPHONE SERVICES, TOGETHER WITH ANY AND ALL APPURTENANCES PERTAINING THERETO, ASSHOWN HEREON AND DESIGNATED AS "PUE" (PUBLIC UTILITIES EASEMENT).3.LOTS 'A', 'B', 'C' AND 'D' IN FEE TO THE CITY OF VISALIA FOR LANDSCAPING, PUBLIC SIDEWALKS, BLOCK WALLS ANDOTHER PUBLIC PURPOSES.4.BLOCK WALL FOOTING EASEMENTS IN FAVOR OF THE CITY OF VISALIA, AS SHOWN HEREON.5.PUBLIC SIDEWALK EASEMENT IN FAVOR OF THE CITY OF VISALIA, AS SHOWN HEREON.
CHIEF DEPUTY CITY CLERK
THIS IS TO STATE THAT AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF VISALIA HELD ON THE DAY OF, 20 , AN ORDER WAS DULY AND REGULARLY MADE AND ENTERED INTO APPROVING THIS MAP AND SUBDIVISION AND, ONBEHALF OF THE PUBLIC,ACCEPTING, SUBJECT TO IMPROVEMENT, THE PUBLIC STREETS, LOTS 'A', 'B', 'C', 'D', BLOCK WALL FOOTING EASEMENTS ANDPUBLIC SIDEWALK EASEMENT;AND ACCEPTING THE PUBLIC UTILITIES EASEMENTS;AND CONSENTING TO THE ABANDONMENT OF THE IRREVOCABLE OFFER OF DEDICATION IN FEE INTEREST PER INSTRUMENTRECORDED AS DOCUMENT NO. 2017-0048527 & DOCUMENT NO. 2017-0048528, O.R.T.C.R., THE EASEMENT FOR TEMPORARYTURNAROUND PURPOSES RECORDED AS DOCUMENT NO. 2019-0047509, O.R.T.C.R. AND THE EASEMENT FOR STORM DRAINPURPOSES RECORDED AS DOCUMENT NO. 2019-0047508, O.R.T.C.R.ALL INCLUDED WITHIN THE BOUNDARIES OF THE SUBDIVISION AND AS SHOWN AND/OR STATED UPON THE MAP.LESLIE B. CAVIGLIACITY MANAGER/CITY CLERK ALTEOFCASELICENDLANSTDNRIFOURSORVEYIABenjamin R.MullinsNo. 9227 NOTICE OF ABANDONMENTPURSUANT TO SECTION 66434(g) OF THE GOVERNMENT CODE, THE FILING OF THIS FINAL MAP SHALL CONSTITUTEABANDONMENT OF THE FOLLOWING IRREVOCABLE OFFER OF DEDICATION INCLUDED WITHIN THE BOUNDARIES OF THESUBDIVISION AND AS SHOWN AND/OR STATED UPON THE MAP.1.IRREVOCABLE OFFER OF DEDICATION IN FEE INTEREST RECORDED AS DOC. NO. 2017-0048527, O.R.T.C.R.2.IRREVOCABLE OFFER OF DEDICATION IN FEE INTEREST RECORDED AS DOC. NO. 2017-0048528, O.R.T.C.R.3.EASEMENT FOR TEMPORARY TURNAROUND PURPOSES PER INSTRUMENT RECORDED AS DOC. NO. 2019-0047509,O.R.T.C.R.4.EASEMENT FOR STORM DRAIN PURPOSES PER INSTRUMENT RECORDED AS DOC. NO. 2019-0047508, O.R.T.C.R.BUILDING RESTRICTIONSLOTS 67 THROUGH 72 AND 78 THROUGH 82 ARE SUBJECT TO TEMPORARY BUILDING RESTRICTIONS AS SET OUT IN DECLARATIONOF TEMPORARY BUILDING RESTRICTIONS, RECORDED , 20 , AS FILE NO. 20 - AND ASREFERENCED TO ON THIS MAP.LOTS 67 THROUGH 72 AND 78 THROUGH 82 CONTAIN A TEMPORARY STORM DRAINAGE BASIN INTENDED TO SERVE THE DRAINAGENEEDS OF THE PUBLIC STREETS AND LOTS WITHIN THE SUBDIVISION. A TEMPORARY STORM DRAINAGE EASEMENT OVER LOTS 67THROUGH 72 AND 78 THROUGH 82 IS GRANTED TO THE CITY OF VISALIA. THE CITY'S RECORDING OF THE CANCELLATIONDOCUMENT FOR THE ABOVE REFERENCED DECLARATION OF TEMPORARY BUILDING RESTRICTIONS WILL ALSO SERVE AS THECITY'S ABANDONMENT OF THE TEMPORARY STORM DRAINAGE EASEMENT.
BY: DATE
DATED THIS DAY OF , 20___DEPUTY DEPUTY
DATE
JON GORDON CRAWFORD, CITY SURVEYOR, RCE 32935REGISTERED PROFESSIONAL ENGINEERSTATE OF CALIFORNIAJON GORDON CRAWFORDCIVIL32935EXP________ BENEFICIARY'S STATEMENTTHE UNDERSIGNED, AS BENEFICIARY UNDER THE DEED OF TRUST RECORDED MARCH 8, 2022 AS INSTRUMENT NUMBER2022-0015162, OF OFFICIAL RECORDS AND MODIFIED BY DOCUMENT RECORDED APRIL 5, 2022 AS INSTRUMENT NUMBER2022-0021240, OF OFFICIAL RECORDS, DOES HEREBY JOIN IN AND CONSENT TO THE EXECUTION OF THE FOREGOING OWNER'SSTATEMENT AND TO THE PREPARATION AND RECORDATION OF THIS MAP AND ALL DEEDING AND DEDICATIONS THEREON.FOR: D.R. HORTON CA3, INC., A DELAWARE CORPORATIONDATEBY:
CALIFORNIA NOTARY ACKNOWLEGEMENTA NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE VERIFIES ONLY THEIDENTITY OF THE INDIVIDUAL WHO SIGNED THE DOCUMENT TO WHICH THIS CERTIFICATE ISATTACHED, AND NOT THE TRUTHFULNESS, ACCURACY, OR VALIDITY OF THAT DOCUMENT.STATE OF CALIFORNIACOUNTY OF _______________ON _______________________, 20___,BEFORE ME,_____________________________, A NOTARY PUBLICPERSONALLY APPEARED:_________________________________________________________________________WHO PROVED TO ME ON THE BASIS OF SATISFACTORY EVIDENCE TO BE THE PERSON(S) WHOSENAME(S) IS/ARE SUBSCRIBED TO THE WITHIN INSTRUMENT AND ACKNOWLEDGED TO ME THATHE/SHE/THEY EXECUTED THE SAME IN HIS/HER/THEIR AUTHORIZED CAPACITY(IES), AND THAT BYHIS/HER/THEIR SIGNATURE(S) ON THE INSTRUMENT THE PERSON(S), OR THE ENTITY UPONBEHALF OF WHICH THE PERSON(S) ACTED, EXECUTED THE INSTRUMENT.I CERTIFY UNDER 'PENALTY OF PERJURY' UNDER THE LAWS OF THE STATE OF CALIFORNIA THATTHE FOREGOING PARAGRAPH IS TRUE AND CORRECT.WITNESS MY HAND.______________________________________SIGNATURE OF NOTARY PUBLIC______________________________________PRINT NAMECOUNTY OF PRINCIPAL PLACE OF BUSINESS:_________DATE COMMISSION EXPIRES:__________________COMMISSION NO. _____________NO NOTARY SEAL REQUIRED PURSUANT TO SEC. 66436 (C) OF THESUBDIVISION MAP ACT.
CALIFORNIA NOTARY ACKNOWLEGEMENTA NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE VERIFIES ONLY THEIDENTITY OF THE INDIVIDUAL WHO SIGNED THE DOCUMENT TO WHICH THIS CERTIFICATE ISATTACHED, AND NOT THE TRUTHFULNESS, ACCURACY, OR VALIDITY OF THAT DOCUMENT.STATE OF CALIFORNIACOUNTY OF _______________ON _______________________, 20___,BEFORE ME,_____________________________, A NOTARY PUBLICPERSONALLY APPEARED:_________________________________________________________________________WHO PROVED TO ME ON THE BASIS OF SATISFACTORY EVIDENCE TO BE THE PERSON(S) WHOSENAME(S) IS/ARE SUBSCRIBED TO THE WITHIN INSTRUMENT AND ACKNOWLEDGED TO ME THATHE/SHE/THEY EXECUTED THE SAME IN HIS/HER/THEIR AUTHORIZED CAPACITY(IES), AND THAT BYHIS/HER/THEIR SIGNATURE(S) ON THE INSTRUMENT THE PERSON(S), OR THE ENTITY UPONBEHALF OF WHICH THE PERSON(S) ACTED, EXECUTED THE INSTRUMENT.I CERTIFY UNDER 'PENALTY OF PERJURY' UNDER THE LAWS OF THE STATE OF CALIFORNIA THATTHE FOREGOING PARAGRAPH IS TRUE AND CORRECT.WITNESS MY HAND.______________________________________SIGNATURE OF NOTARY PUBLIC______________________________________PRINT NAMECOUNTY OF PRINCIPAL PLACE OF BUSINESS:_________DATE COMMISSION EXPIRES:__________________COMMISSION NO. _____________NO NOTARY SEAL REQUIRED PURSUANT TO SEC. 66436 (C) OF THESUBDIVISION MAP ACT. 780
CALDWELL AVE.
CAMERON AVE.
LOYOLA AVE.RUSSELL AVE.EDISON ST.
BURKE ST.PACKWOOD AVE.
N1/4 COR. NE1/4 SEC. 8-19/25FD. DISK W/ CTR. MARK STAMPED "C.O.V.",FLUSH IN CONCRETE PER WALNUT BREEZE,UNIT NO. 3 (RM 39/70)NE COR. SEC. 8-19/25FD. BRASS DISK W/CTR. MARK STAMPED"TULARE COUNTY SURVEYOR", FLUSH INCONCRETE PER LS 18/73 & TULARE COUNTYTIES E1/4 COR. SEC. 8-19/25FD. 1/2" I.P. TAG'D "LS 5358"INSIDE 2" I.P., 12" DP. PERTRACT NO. 728 (RM 38/14).
BRADLEY ST.
BEN MADDOX WAY
EASEMENT FOR TEMPORARY TURNAROUNDPER INST. REC. AS DOC. NO. 2019-0047509,O.R.T.C.R. ABANDONED PER THIS MAPSURVEY PER L.S. 4/47 , T.C.R. 534.78
N80°30'50"E 2579.60
N89°56'49"E 1252.48 (N89°56'49"E 1252.48)
N02°09'50"E 2085.05 (N02°09'50"E 2085.05)
*IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048528, O.R.T.C.R. (TYP.) *IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048528, O.R.T.C.R. (TYP.) *IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048528, O.R.T.C.R. (TYP.) *IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048528, O.R.T.C.R. (TYP.) *IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048528, O.R.T.C.R. (TYP.) *IRREVOCABLE OFFER OFDEDICATION PER INSTRUMENTRECORDED AS DOC. NO.2017-0048527, O.R.T.C.R. (TYP.)81687677 1691701711721731741751761771781791807374757978808283848586878889606162636465666769707172595857565594939291909596979899100120101102119118103104105117116115106107114113108109112111110 130129128127131132133134135136137138125124123122140139121126 151150152153154149148155156147146145144143142141
161160159158157162163164165166
168167LOT 'A'
LOT 'B'
LOT 'C'
LOT 'D'
COTTA ST.ELKHORN AVE.REESE AVE.N82°43'57"E 1280.54 (N82°43'57"E 1280.54) S01°48'57"W 1923.70 (S01°48'57"W 1923.70)
EASEMENT FOR STORM DRAIN PURPOSES PERINST. REC. AS DOC. NO. 2019-0047508, O.R.T.C.R.ABANDONED PER THIS MAP SCALE: 1" = 200'1002002000
GRID TO GROUND CONVERSIONDISTANCES SHOWN ON THIS MAP ARE "GRID DISTANCES," AND SHOULDBE CONVERTED TO "GROUND" DISTANCES IN ORDER TO BE COMPATIBLEWITH MEASUREMENTS MADE ON THE GROUND USING CONVENTIONALSURVEYING TECHNIQUES. TO OBTAIN "GROUND" DISTANCES, DIVIDE THE"GRID" DISTANCE BY THE "COMBINATION FACTOR" OF 0.99994195.
NON-PLOTTABLE AGREEMENT THAT MAY AFFECT SUBJECT PROPERTY1.EASEMENT FOR CANAL PURPOSES AND RIGHT OF WAY FOR WATER DITCH 14 FEET WIDE ON THE BOTTOMWITH SUFFICIENT SLOPE TO PROTECT THE EMBANKMENT OF SAME, IN FAVOR OF TULARE IRRIGATIONCOMPANY, RECORDED APRIL 25, 1903 IN BOOK 111 OF DEEDS, PAGE 445, O.R.T.C.R.
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:46:39 AM BASIS OF BEARINGSTHE BASIS OF BEARINGS FOR THIS SURVEY IS THE CALIFORNIACOORDINATE SYSTEM, ZONE 4, NAD 83, AS DETERMINED BY GPSOBSERVATIONS RELATIVE TO THE CALIFORNIA SURVEYING ANDDRAFTING, INC. VIRTUAL SURVEY NETWORK, EPOCH DATE 2007. ( )
FOUND 1/2" REBAR TAGGED "PLS 9227", 6" DEEP (UNLESS NOTED OTHERWISE).RECORD DATA PER DIAMOND OAKS - UNIT NO. 1, RECORDED IN VOLUME 44 OF MAPS, AT PAGE32, T.C.R. (OR CALCULARED THEREFROM)PUBLIC UTILITIES EASEMENT.ALL DISTANCES ARE IN FEET AND DECIMALS THEREOF.BOLD LINE INDICATES SUBDIVISION LIMITS.
LEGEND
STORM DRAIN EASEMENT PER INSTRUMENT RECORDED AS DOC. NO. 2019-0047508, O.R.T.C.R.TO BE ABANDONED BY THIS MAP.
SET BRASS DISK IN CONCRETE PER CITY STANDARD STAMPED "PLS 9227".SET 3.00 FT. WITNESS CORNER (1/2" REBAR 6" DEEP TAGGED "PLS 9227").WC SET 1/2" REBAR 6" DEEP TAGGED "PLS 9227" AT ALL LOT CORNERS AND POINTS OF CURVATURE.PORTION OF IRREVOCABLE OFFER OF DEDICATION TO BE ABANDONED.FOUND 3/4" I.P. TAGGED "PLS 9227", 6" DEEP PER DIAMOND OAKS UNIT NO. 1, REPLACED WITHBRASS DISK IN CONCRETE PER CITY STANDARD STAMPED "PLS 9227".NO MONUMENT SET AT THIS TIME.DENOTES LOTS THAT ARE SUBJECT TO THE TEMPORARY BUILDING RESTRICTION PERINSTRUMENT RECORDED AS DOC. NO. 20_____-______________________, O.R.T.C.R.
SHEET 2 OF 6JOB NO. 18075
FLOOD HAZARD ZONEAS DELINEATED ON THE FEDERAL EMERGENCY MANAGEMENT AGENCY'S FLOOD INSURANCE RATE MAP (MAPNUMBER 06107C0945E) FOR COMMUNITY NO. 065066, TULARE COUNTY, CALIFORNIA, EFFECTIVE JUNE 16, 2009,THE PROPERTY SHOWN ON THIS MAP LIES FULLY WITHIN A FLOOD ZONE AREA DESIGNATED ZONE X (SHADED),WHICH ARE AREAS OF 0.2% ANNUAL CHANCE FLOODING, AREAS OF 1% ANNUAL CHANCE FLOODING WHEREAVERAGE DEPTHS ARE LESS THAN 1 FOOT, AREAS OF 1% ANNUAL CHANCE FLOODING WHERE THECONTRIBUTING DRAINAGE AREA IS LESS THAN 1 SQUARE MILE, AND AREAS PROTECTED FROM THE 1% ANNUALCHANCE FLOOD BY LEVEES.THIS PARCEL WAS LOCATED IN THE CITY OF VISALIA AT THE TIME OF THE RATE MAP, AND SHOULD HAVE BEENIDENTIFIED TO BE IN THE CITY OF VISALIA, COMMUNITY NO. 060409. 781
263.65C66
168.13
C67270.1974.85L33C71443.2958.04
L31
L32
264.20
173.13320.09493.22
L20
L21L22
208.00 (208.00)1606,271 S.F.1595,200 S.F.1585,200 S.F.1575,824 S.F. 1665,824 S.F.1655,200 S.F.1645,200 S.F.1636,271 S.F.1627,463 S.F. 1715,200 S.F.1706,240 S.F.1697,362 S.F.
1725,200 S.F.
167118,200 S.F.168122,023 S.F.
47.3684.8460.29N00°24'42"W 104.0050.00N00°24'42"W 104.0050.00N00°24'42"W 104.00S00°24'42"E 104.0056.00N00°24'42"W 104.00
56.00S00°24'42"E 104.0056.00N00°24'42"W 104.0050.00
50.00N00°24'42"W 104.0050.00
50.00N00°24'42"W 104.0060.29
60.29N00°24'42"W 104.0053.90
70.6483.29
50.00S88°11'03"E 104.0050.0060.00S88°11'03"E 104.0060.00 L3486.7760.68S88°11'03"E 104.0058.96
50.0050.00
60.00L26120.00L2574.70L24
404.69N00°24'42"W 440.00
L30L2974.57L28120.00L2760.00
251.32
396.08
S89°35'18"W 286.94
501.37
R48R49
R50R51R52R53
6.00' WIDEPUE (TYP.)
2828
28 PER DIAMOND OAKS - UNIT NO. 1SECTION LINESECTION LINECALDWELL AVE.
RUSSELL AVE.EDISON ST.
COTTA ST.282828
2828
2828
55.00'55.00'
5.00' LOT C PER DIAMOND OAKS NO. 1
8.01 (8.01)S89°13'20"W 68.69S00°47'33"E27.5632.03 (32.03)S89°35'18"W 620.00N89°35'18"E 632.86 LOT "B"9,871 S.F.
LOT "A"3,855 S.F.
6.00' WIDEPUE (TYP.)S00°24'42"E 320.00
250.01
410.00
N89°35'18"E 507.25
400.34
55.00'55.00'
N89°35'18"E 599.26 (N89°35'18"E)
N00°24'42"W 533.00 (N00°24'42"W 533.00)
FD. BRASS DISK STAMPED "PLS 9227"FLUSH IN CONC. (TYP. IN CENTERLINE)
31.00'
RIGHT OF WAY DEDICATIONPER THIS MAP
2.00' BLOCK WALLFOOTING EASEMENT
2.00' BLOCK WALL FOOTING EASEMENTPER THIS MAP (TYP. AS SHOWN) N01°48'57"E 1074.601617,058 S.F.
C68 501.33106.04 (106.04)
S89°56'49"W 1252.48 (S89°56'49"W 1252.48)
S01°48'57"W 1883.66
5.00' PUBLIC SIDEWALK EASEMENT
44.81S12°56'24"W 8.88L=13.30Δ=11°07'27"R=68.5050.00L=13.30Δ=11°07'27"R=68.50S09°18'30"E 8.88 262.62
8.00' PUBLIC SIDEWALK EASEMENT
7.21 L23L245.31
L31L30L29L37L384.2644.815.00BURKE ST.N02°09'50"E 15.86 (N02°09'50"E 15.86) C71C70C69R54R56R55
SCALE: 1" = 60'3060 600
MATCHLINE - SEE SHEET 4
DETAIL BBSCALE: 1" = 20'
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:46:48 AM
BEN MADDOX WAY
WCWCWCWCWCWCWCWC
WCWC
EDISON ST.CALDWELL AVE.3.00'(TYP.)3.00'
SEE DETAIL B THIS SHEETDETAIL AASCALE: 1" = 20'
WCBEN MADDOX WAY
CALDWELL AVE.3.00'(TYP.)SEE DETAIL ATHIS SHEET
WCWC
S89°35'18"W 507.25N00°24'42"W 410.00404.69
74.70 S89°35'18"W 507.25
S01°48'57"W 400.34
74.573.00'
LOT C PER DIAMOND OAKS UNIT NO. 1
SEE DETAIL C THIS SHEET
DETAIL CCSCALE: 1" = 20'COTTA ST.RUSSELL AVE.S89°35'18"W 74.85 N01°48'57"E 694.5260.687,362 S.F.1699,871 S.F.LOT "B"6.00' WIDE PUE
2.00' BLOCKFOOTING EASEMENT
2.00' BLOCKFOOTING EASEMENT2.00' BLOCKFOOTING EASEMENT
118,200 S.F.167
122,023 S.F.1683,855 S.F.LOT "A"
LOT "A"
WCWCWC
WCWC WC
SHEET 3 OF 6JOB NO. 18075
782
N01°48'57"E 1074.60
229.09C61
309.82
620.09
74.85L5C21
180.87186.10
229.09C56230.05C53C62233.78C60
168.13
C63570.19573.92C64
166.13
C65259.92263.65C66
694.56694.52
C7373.29L35
114.00
279.95173.13
284.00
264.20
262.20
L10L11
L13L14
L15L16
L18L19L20
118.48
114.36
N00°24'42"W 103.00(N00°24'42"W 103.00)N89°35'18"E 316.00 (N89°35'18"E 316.00)N00°24'42"W 103.00(N00°24'42"W 103.00) 755,033 S.F.1107,791 S.F.1095,596 S.F.1085,595 S.F.1076,327 S.F.1061051041205,700 S.F.1195,700 S.F.1186,384 S.F.1175,700 S.F.1166,378 S.F.1157,548 S.F.1146,288 S.F.1135,614 S.F.1125,614 S.F.1118,209 S.F.745,200 S.F.737,362 S.F. 1606,271 S.F.1595,200 S.F.1585,200 S.F.1575,824 S.F.1715,200 S.F. 1565,768 S.F.1555,150 S.F.1545,150 S.F.1535,779 S.F.1527,385 S.F.1516,987 S.F.1505,779 S.F.1495,150 S.F.1485,150 S.F.1475,768 S.F.1465,150 S.F.1455,150 S.F.1445,768 S.F.1435,150 S.F.1425,150 S.F.1416,180 S.F. 1806,959 S.F.1796,501 S.F.1786,240 S.F.1776,240 S.F.1766,040 S.F.1756,040 S.F.1745,637 S.F.1735,637 S.F.1725,200 S.F. 1307,058 S.F.
1317,463 S.F.1326,240 S.F.1335,200 S.F.1345,824 S.F.1355,200 S.F.1366,240 S.F.1376,240 S.F.1386,320 S.F.1396,480 S.F.1406,744 S.F. 1217,158 S.F.1227,008 S.F.1236,848 S.F.1246,068 S.F.1256,352 S.F.1265,204 S.F.1275,824 S.F.1285,200 S.F.1296,240 S.F.
50.00S88°11'03"E 104.0050.00N88°11'03"W 100.6750.00S88°11'03"E 100.6750.0094.53N00°24'42"W 112.27N00°24'42"W 111.75N00°24'42"W 112.23N00°24'42"W 113.94N05°30'00"W 114.90N05°30'00"W 114.03N05°30'00"W 114.00N05°30'00"W 114.00N05°30'00"W 114.00
50.00 50.00N05°30'00"W 114.0050.00
50.00N05°30'00"W 114.0056.00
56.00N05°30'00"W 114.0050.00
50.00N05°30'00"W 114.00C5523.09
56.00N05°30'00"W 113.4418.71C54
24.5937.53N00°24'42"W 112.2856.00
56.00N00°24'42"W 112.2850.00
50.00N00°24'42"W 112.2850.00
50.00N00°24'42"W 112.2855.34
71.7791.57L686.7760.68S88°11'03"E 104.0058.96
60.0070.0070.00
47.3684.8460.29N00°24'42"W 104.0050.00N00°24'42"W 104.0050.00N00°24'42"W 104.00S00°24'42"E 104.0056.00N00°24'42"W 104.0050.00S88°11'03"E 104.0050.00S88°11'03"E 104.00
56.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0056.10
56.10N00°24'42"W 103.0053.82
70.6082.28
47.3683.8456.10N00°24'42"W 103.0050.00N00°24'42"W 103.0050.00N00°24'42"W 103.0056.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0056.00
56.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0050.00
50.00N00°24'42"W 103.0060.00N00°24'42"W 103.00
59.3386.00L3651.0762.51S88°11'03"E 104.0062.5160.00S88°11'03"E 104.0060.0060.00S88°11'03"E 104.0060.0060.0060.0060.00S88°11'03"E 100.6760.0056.00S88°11'03"E 100.6756.0056.00S88°11'03"E 100.6756.0050.0050.00
47.3684.84
53.89 70.6483.2960.00
60.00N00°24'42"W 104.0050.00
50.00N00°24'42"W 104.0056.00
56.00N00°24'42"W 104.0050.00
50.00N00°24'42"W 104.0060.00
60.00N00°24'42"W 104.0060.00
60.00N00°24'42"W 104.0060.00
60.06N00°24'42"W 104.0060.00
60.06N00°24'42"W 106.6760.30
N84°49'23"E 60.50N00°24'42"W 109.33
60.50N05°30'00"W 118.1460.00N05°30'00"W 115.4760.00N05°30'00"W 112.8148.59C57N00°24'42"W 107.91C58N00°24'42"W 104.43C5920.42N00°24'42"W 104.0056.00N00°24'42"W 104.0050.00N00°24'42"W 104.0060.00N00°24'42"W 104.00 S88°11'03"E 104.00100.67
S88°11'03"E 100.67104.00
104.00S89°35'18"W 265.30S84°30'00"W 356.59L12S84°30'00"W 388.71 (S84°30'00"W 388.71) N89°35'18"E 406.64N87°02'39"E 120.12
S89°35'18"W 598.70790.60
S89°35'18"W 453.08
S01°48'57"W 1883.66
S01°48'57"W 233.58
R36R37R38R39
R40R41
R42R43R44R45
R46R47R48R496.00' WIDEPUE (TYP.)
2828
2828
2828
CAMERON AVE.
LOYOLA AVE.BRADLEY ST.
PACKWOOD AVE.BRADLEY ST.
2828
2828
2828
2828 2828
2828 LOT "B"9,871 S.F.
LOT "C"5,972 S.F.
6.00' WIDEPUE (TYP.)
6.00' WIDEPUE (TYP.)
6.00' WIDEPUE (TYP.)
6.00' WIDEPUE (TYP.)
S00°24'42"E 320.00
229.09
60.00 S00°24'42"E 170.36 (S00°24'42"E 170.36)
S05°30'00"E 288.48 (S05°30'00"E 288.48)
56.00 R79
R80R81
S01°48'57"W 1923.70
S89°35'18"W 719.63 (S89°35'18"W)
S89°35'18"W 729.82 (S89°35'18"W)
N00°24'42"W 369.24 (N00°24'42"W 369.24)262.00 (262.00) 107.24 (107.24)L=44.40Δ=5°05'18"R=500.00(L=44.40)(Δ=5°05'18")(R=500.00) S05°30'00"E 145.95 (S05°30'00"E 145.95)N84°30'00"E 327.09 (N84°30'00"E)S84°30'00"W 302.43 (S84°30'00"W 302.43) COTTA ST.
N01°48'57"E 1074.60
2.00' BLOCK WALLFOOTING EASEMENT
1617,058 S.F.
98.00 (98.00)
99.54 (99.54)
420.00 (420.00)FD. BRASS DISK STAMPED "PLS 9227"FLUSH IN CONC. (TYP. IN CENTERLINE) 143.00 (143.00)
C21C20C19R14R15R16
C73
59.33 C72C74R57R58R59
L17MATCHLINE - SEE SHEET 5
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:46:58 AM MATCHLINE - SEE SHEET 3
BEN MADDOX WAYSEE DETAIL D THIS SHEET
DETAIL DDSCALE: 1" = 20'
DETAIL EESCALE: 1" = 20'
S89°35'18"W 74.85
N01°48'57"E 180.8760.687,362 S.F.735,972 S.F.LOT "C"
6.00' WIDE PUE2.00' BLOCKFOOTING EASEMENT
SEE DETAIL E THIS SHEET
COTTA ST.CAMERON AVE.
N01°48'57"E 694.52S89°35'18"W 73.29
6,959 S.F.1809,871 S.F.LOT "B"
6.00' WIDE PUE2.00' BLOCKFOOTING EASEMENT86.00
COTTA ST.CAMERON AVE.86.77
WCWCWCWCWCWCWCWCWCWC
WCWC
WC
WC
WCWCWCWC DETAIL FFSCALE: 1" = 10'N00°24'42"W 103.006,180 S.F.141PACKWOOD AVE.
SEE DETAIL F THIS SHEET
N00°24'59"W 28.006.00' WIDE PUE
SHEET 4 OF 6JOB NO. 18075
783
6 C13C8N84°30'00"E 378.87C2
S02°09'50"W 286.56
136.53C40N84°30'00"E 340.65141.00
N05°30'00"W 284.00
N84°30'00"E 292.54L=319.22,Δ=7°18'57",R=2500.00 L39
229.09C61
N01°48'57"E 438.39
74.85L5C21
180.87
C22C27C28L=306.49,Δ=7°06'14",R=2472.00L=322.76,Δ=7°18'54",R=2528.00 C52 186.10
244.54C44
229.09C56230.05C53233.78C60 73.29
C18544.68543.94L3L4C14C9378.87C5
188.00189.10
C6C15C3C4
190.11
C39292.65C37C36244.54C41C42
C38
85.98 451.09
C1L1
114.00
279.95173.13
284.0093.00C43L7L8 L10L11
L13L14
332.71L9
837,356 S.F.876,259 S.F.855,907 S.F.898,186 S.F.
578,280 S.F.
907,824 S.F.
5510,734 S.F.
755,033 S.F.
777,560 S.F.7811,238 S.F.727,289 S.F.655,992 S.F.685,818 S.F.667,015 S.F.676,158 S.F.705,329 S.F.696,688 S.F.715,106 S.F. 795,794 S.F.805,561 S.F.815,595 S.F.826,307 S.F.845,877 S.F. 1107,791 S.F.1095,596 S.F.1085,595 S.F.1076,327 S.F.1066,550 S.F.1056,404 S.F.1045,700 S.F.1036,384 S.F.1025,700 S.F.1015,700 S.F. 1205,700 S.F.1195,700 S.F.1186,384 S.F.1175,700 S.F.1166,378 S.F.1157,548 S.F.1146,288 S.F.1135,614 S.F.1125,614 S.F.1118,209 S.F.745,200 S.F.765,489 S.F. 737,362 S.F.
9510,536 S.F.966,780 S.F.976,328 S.F.986,780 S.F.997,824 S.F. 948,886 S.F.938,136 S.F.928,136 S.F.917,910 S.F.597,964 S.F.588,050 S.F.568,280 S.F.607,759 S.F.626,335 S.F.617,022 S.F.637,190 S.F.645,992 S.F. 867,090 S.F.887,090 S.F.
1007,894 S.F.C33S05°30'00"E 116.92N00°24'42"W 114.23
S05°30'00"E 99.9050.0050.00
98.1650.0021.58C35
20.1950.00S88°11'03"E 104.0050.00
56.00C32N00°24'42"W 111.9150.00N05°30'00"W 118.1660.00N05°30'00"W 118.00C3452.97S05°30'00"E 118.16N05°30'00"W 118.1660.00N05°30'00"W 118.1670.0090.93C7N05°30'00"W 114.51S05°30'00"E 115.0072.00
72.00S05°30'00"E 113.0072.00S05°30'00"E 115.0070.0095.0050.0066.8792.99 S05°30'00"E 115.0072.00N05°30'00"W 115.00 S05°30'00"E 113.0050.00S05°30'00"E 113.0070.0093.00
N88°11'03"W 100.6750.00S88°11'03"E 100.6750.00
C24115.00C25
50.2037.33N51°24'17"W 126.79
82.04S05°30'00"E 99.9053.52C1688.0650.00S05°30'00"E 119.8450.00N05°30'00"W 119.8414.0137.51
51.46N05°30'00"W 118.5950.00N05°30'00"W 114.1458.54
58.54N05°30'00"W 119.8460.00N05°30'00"W 108.8050.20
50.00N05°30'00"W 104.35
C26C29N00°24'42"W 97.45C30
N00°24'42"W 110.55
C31N00°24'42"W 111.74
C5194.53C50N00°24'42"W 112.27C49N00°24'42"W 111.75C48N00°24'42"W 112.23C47N00°24'42"W 113.94C46N05°30'00"W 114.9038.54C45N05°30'00"W 114.0356.00N05°30'00"W 114.0050.00N05°30'00"W 114.0050.00N05°30'00"W 114.00
50.00 50.00N05°30'00"W 114.0050.00
50.00N05°30'00"W 114.0056.00
56.00N05°30'00"W 114.0050.00
50.00N05°30'00"W 114.00C5523.09
56.00N05°30'00"W 113.4418.71C54
24.5937.53N00°24'42"W 112.2856.00
56.00N00°24'42"W 112.2850.00
50.00N00°24'42"W 112.2850.00
50.00N00°24'42"W 112.2855.34
71.7791.57L686.7760.68S88°11'03"E 104.0058.96
86.71 66.65N05°30'00"W 113.0060.00
60.00N05°30'00"W 113.0056.00
56.00N05°30'00"W 113.0060.00
60.00N05°30'00"W 113.0070.00
50.0028.6597.1286.66
72.00S05°30'00"E 113.0072.00
70.00S05°30'00"E 113.0070.0060.00
C10C11N05°30'00"W 118.9452.97
C12N05°30'00"W 119.8460.00
60.00N05°30'00"W 119.84
70.00 50.00N05°30'00"W 114.00
60.5060.0060.0048.59C58
104.00
N88°11'03"W 93.7390.40
S89°35'18"W 265.30S84°30'00"W 356.5994.00L12S84°30'00"W 388.71 (S84°30'00"W 388.71) S89°35'18"W 306.8860.2450.2050.0050.0056.00S84°30'00"W 439.02S84°30'00"W 370.66L2 C17 C23
S84°30'00"W 598.79
N01°48'57"E 538.26
S89°35'18"W 453.08
53.44R1R2R3 R4R5R6R7
R8R9R10 R11R13R12
R17R18R19R20R21R35
R22R23R24R25R26R27R28
R29R30 R31R32R33R34
R36R37R38R39
2828
18.64 2828
CAMERON AVE.45
12345442828
COTTA ST.ELKHORN AVE.
REESE AVE.BURKE ST.BRADLEY ST.
28282828
2828 2828
2828
2828
2828 2828
LOT "C"5,972 S.F.
6.00' WIDEPUE (TYP.)
6.00' WIDEPUE (TYP.) 6.00' WIDEPUE (TYP.)6.00' WIDEPUE (TYP.) 132.24
R60
229.09
S05°30'00"E 288.48 (S05°30'00"E 288.48)
330.87
292.6590.98
C75
R61
R62
R63
R64R65R66
R67R68R69R70R71R72
R73R74R75R76R77R78
R79
R80R81
R82 LOT "D"62,114 S.F.
S05°30'00"E 145.95 (S05°30'00"E 145.95)N84°30'00"E 327.09 (N84°30'00"E) N05°30'00"W 284.00(N05°30'00"W)
S84°30'00"W 302.43 (S84°30'00"W 302.43)
S02°09'50"W 286.56(S02°09'50"W)
L=66.88Δ=7°39'50"R=500.00(L=66.88)(Δ=7°39'50")(R=500.00) N01°48'57"E 1074.602.00' BLOCK WALLFOOTING EASEMENT
98.00 (98.00)
S87°50'10"E 56.00150.03 (150.03)143.00 (143.00)
FD. BRASS DISK STAMPED "PLS 5985"FLUSH IN CONC. (TYP. IN CENTERLINE)
83.69 1249.14
N02°09'50"E 2085.06 (N02°09'50"E 2085.06)
S82°43'57"W 1280.54 (S82°43'57"W 1280.54)
**********************
SCALE: 1" = 60'3060 600
MATCHLINE - SEE SHEET 4
BEN MADDOX WAY
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:47:06 AM SEE DETAIL ESHEET 4WCWCWCWCWCWC
WC
WC
SHEET 5 OF 6JOB NO. 18075
784
LINE TABLELINE #L1L2L3L4L5L6L7L8L9L10L11L12L13L14L15L16L17L18L19L20L21L22L23L27L28L29L30L31L32L33L34L35L36L37L38 BEARINGN87°50'10"WN84°30'00"EN46°50'31"WS1°48'57"WN44°17'53"WN44°17'53"WS87°50'10"ES87°50'10"EN2°09'50"EN84°30'00"EN84°30'00"ES5°30'00"EN5°30'00"WN5°30'00"WN0°24'42"WN0°24'42"WS89°35'18"WN89°35'18"EN0°24'42"WN0°24'42"WN0°24'42"WN0°24'42"WN44°35'18"EN0°24'42"WS0°24'42"EN44°17'53"WN88°11'03"WN44°17'53"WN45°42'07"ES44°17'53"EN44°17'53"WN45°42'07"EN45°42'07"ES0°47'33"ES89°35'18"W DISTANCE28.0011.1726.426.1827.7320.8028.0028.005.0028.0028.001.0028.0028.0028.0028.001.546.0028.0028.0028.0028.0021.213.333.3333.0810.0041.5928.8327.7320.8028.8321.625.006.62 RADIALTABLERADIAL #R1R2R3R4R5R6R7R8R9R10R11R12R13R14R15R16R17R18R19R20R21R22R23R24R25R26R27R28R29R30R31R32R33R34R35R36R37R38R39R40R41 BEARINGN87°50'10"W (R)S3°55'55"E (R)S5°30'00"E (R)S5°30'00"E (R)N84°30'00"E (R)S84°30'00"W (R)S2°52'40"E (R)N5°30'00"W (R)N0°13'55"E (R)S5°30'00"E (R)S5°30'00"E (R)S39°59'40"E (R)S88°11'03"E (R)N0°24'42"W (R)N60°24'42"W (R)N88°11'03"W (R)N88°11'03"W (R)N64°11'56"E (R)N29°24'45"E (R)N1°36'14"E (R)N1°48'57"E (R)N5°30'00"W (R)N5°30'00"W (R)S84°30'00"W (R)N84°30'00"E (R)N5°30'00"W (R)N2°51'40"W (R)N87°50'10"W (R)N87°50'10"W (R)S3°55'55"E (R)S5°30'00"E (R)N84°30'00"E (R)S84°30'00"W (R)S5°30'00"E (R)S88°11'03"E (R)S88°11'03"E (R)N0°24'42"W (R)N0°24'42"W (R)N5°30'00"W (R)S0°24'42"E (R)S88°11'03"E (R) RADIALTABLERADIAL #R42R43R44R45R46R47R48R49R50R51R52R53R54R55R56R57R58R59R60R61R62R63R64R65R66R67R68R69R70R71R72R73R74R75R76R77R78R79R80R81R82 BEARINGS88°11'03"E (R)N0°24'42"W (R)S0°24'42"E (R)S88°11'03"E (R)S88°11'03"E (R)S0°24'42"E (R)S0°24'42"E (R)S88°11'03"E (R)S88°11'03"E (R)N0°24'42"W (R)S0°24'42"E (R)S89°35'18"W (R)N0°24'42"W (R)N88°11'03"W (R)N60°24'42"W (R)N88°11'03"W (R)S59°35'18"W (R)S0°24'42"E (R)S1°48'54"W (R)S5°30'00"E (R)N0°01'57"W (R)S3°02'07"E (R)N79°38'22"E (R)S53°22'41"E (R)S5°51'25"E (R)N1°31'40"E (R)N0°22'06"E (R)N0°47'26"W (R)N2°05'19"W (R)N3°40'55"W (R)N4°50'28"W (R)N5°14'25"W (R)N3°58'16"W (R)N2°47'40"W (R)N1°31'29"W (R)N0°23'29"W (R)N0°44'31"E (R)N3°33'36"W (R)N5°24'39"W (R)N2°03'38"W (R)S2°09'50"W (R) CURVE #C1C2C3C4C5C6C7C8C9C10C11C12C13C14C15C16C17C18C19C20C21C22C23C24C25C26C27C28C29C30C31C32C33C34C35C36C37C38 LENGTH70.6366.8833.5412.9231.4230.5051.05100.0497.244.7455.4341.81100.04102.8497.2418.0625.2343.2920.949.6930.6424.1013.4741.0041.4730.78126.7224.273.2850.0150.0056.0168.7550.0128.4331.4231.4224.32 DELTA7°39'50"7°39'50"96°05'45"1°34'05"90°00'00"87°22'40"2°50'43"5°43'55"5°43'55"0°15'52"3°16'02"2°27'53"5°43'55"5°43'55"5°43'55"34°29'40"48°11'23"82°41'03"60°00'00"27°46'21"87°46'21"27°37'01"15°26'26"46°58'57"47°31'16"35°16'10"145°12'49"27°48'31"0°04'34"1°09'34"1°09'32"1°17'53"1°35'36"1°09'33"0°39'32"90°00'00"90°00'00"2°38'20" RADIUS528.00500.0020.00472.0020.0020.001028.001000.00972.001028.00972.00972.001000.001028.00972.0030.0030.0030.0020.0020.0020.0050.0050.0050.0050.0050.0050.0050.002472.002472.002472.002472.002472.002472.002472.0020.0020.00528.00 CURVE TABLECURVE #C39C40C41C42C43C44C45C46C47C48C49C50C51C52C53C54C55C56C57C58C59C60C61C62C63C64C65C66C67C68C69C70C71C72C73C74C75 LENGTH29.6666.8833.5412.9231.4231.4211.4656.0151.9156.0350.0050.0047.3531.4232.1953.4132.9186.321.6060.1129.5891.2988.8130.6432.1930.6432.1930.6432.1931.4220.949.6930.6411.2532.1920.9455.79 DELTA84°58'30"7°39'50"96°05'45"1°34'05"90°00'00"90°00'00"0°15'35"1°16'09"1°10'36"1°16'11"1°08'00"1°08'00"1°04'23"89°59'57"92°13'39"3°08'54"1°56'24"5°05'18"0°05'21"3°21'01"1°38'56"5°05'18"5°05'18"87°46'21"92°13'39"87°46'21"92°13'39"87°46'21"92°13'39"90°00'00"60°00'00"27°46'21"87°46'21"32°13'39"92°13'39"60°00'00"3°06'35" RADIUS20.00500.0020.00472.0020.0020.002528.002528.002528.002528.002528.002528.002528.0020.0020.00972.00972.00972.001028.001028.001028.001028.001000.0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.001028.00
CURVE TABLE
L26N0°24'42"E3.33L25S0°24'42"E3.33L24N44°35'18"E21.65
L39S88°11'03"E47.96
J:\Jobs\2018\18075\Dwg\FMAP-PH-2&3.dwg 9/1/2022 8:47:10 AM SHEET 6 OF 6JOB NO. 18075
785
786
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0088 Agenda Date: 3/18/2024 Agenda #: 10.
Agenda Item Wording:
Energy Efficiency and Conservation Block Grant Application - Authorization for Public Works to submit Technical Assistance and Equipment Rebate Voucher application for U.S. Dept. of Energy’s Energy Efficiency and Conservation Block Grant in the amount of $182,320 to develop a comprehensive energy efficiency and energization audit of the Water Reclamation Facility.
Deadline for Action: 3/18/2024
Submitting Department: Public Works
Contact Name and Phone Number: Ben Litwack, WRF Superintendent, [email protected], 713-4671. Nick Bartsch, Public Works Director, [email protected], 713-4052. Devon Jones, Economic Development Manager, [email protected], 713-4190.
Department Recommendation:
Authorize staff to submit application for U.S. Dept. of Energy’s Energy Efficiency and Conservation Block Grant for the full formula amount of $182,320 to develop a comprehensive energy efficiency and energization audit of the Water Reclamation Facility.
Background Discussion:
The U.S. Department of Energy (DOE) received funding from the Bipartisan Infrastructure Law (BIL) and the Inflation Reduction Act (IRA) to create or expand key agency programs. One of those programs is the Energy Efficiency and Conservation Block Grant (EECBG) Program that received $550M through BIL and is administered by DOE’s Office of State and Energy Community Programs (SCEP). The EECBG program is designed to assist local governments and tribes in implementing strategies to reduce energy use, cut carbon emissions, and improve energy efficiency.
Through the EECBG Program, DOE is offering eligible local and Tribal governments the option to select an equipment rebate and/or technical assistance voucher in lieu of a traditional formula grant.
Technical assistance can include Policy Planning and Program Design, Building Retrofit Planning and Design, Engineering and Modeling, and Community and Stakeholder Engagement. The goal of the vouchers is to simplify and streamline the process of accessing EECBG Program formula awards.
Vouchers can be used for two primary purposes:
1. Technical assistance vouchers are used to access support from experts across a wide array of high-value opportunities in energy efficiency, renewable energy, transportation, and related areas.
2. Equipment rebates are used for the purchase and installation of energy-related equipment used to meet EECBG Program goals.
Staff is proposing to utilize the technical assistance funding to develop a comprehensive audit of the Water Reclamation Facility (WRF) to identify energy efficiency and energization opportunities and Visalia City Council Printed on 4/26/2024Page 1 of 3
powered by Legistar™
787
File #: 24-0088 Agenda Date: 3/18/2024 Agenda #: 10.
assess power needs. An evaluation of the existing facility and cogeneration facilities will be completed to identify current project opportunities as well as cogeneration capacity. This project aims to ensure energy efficiencies and outline future energy and renewable opportunities at the WRF so as to lead to energy independence for the WRF and improve overall SCE grid reliability for the residents and businesses in the City of Visalia once potential improvements can be implemented.
This analysis should provide information necessary for a potential future grant application through the DOE Grid Deployment Office’s Grid Innovation Program (among others), which could provide funds for implementation projects.
DOE plans to procure the services of a third-party Technical Assistance Administrator to coordinate requests and provide technical assistance to voucher recipients. The Technical Assistance Administrator will work with voucher recipients to develop a technical assistance scope of work that meets recipients’ needs and desired outcomes. Eligible entities, such as the City, that select a technical assistance voucher may not choose their own technical assistance provider as technical assistance obtained using a voucher must be provided by the Technical Assistance Administrator and their team. As we do not have a specific vendor in mind for the study, but rather a preferred end result of such a study, this option is ideal as technical experts will be identified for us by the granting agency based on our desired outcomes.
Technical assistance voucher applications must be received by April 30, 2024. Federal lobbyist, Greg Burns with Thorn Run Partners has assisted staff with initial information about the program and staff from the San Joaquin Valley Clean Energy Organization (SJVCEO) have been instrumental in assisting staff with the application process. Following Council approval to apply, staff will quickly move to submit necessary application information by the deadline identified.
Fiscal Impact:
$182,320 is EECBG program formula funding available to the City of Visalia. If the grant is awarded to the City, staff will return to appropriate funds.
Prior Council Action: None
Other: N/A
Alternatives: Per Council direction
Recommended Motion (and Alternative Motions if expected):
I move to authorize staff to submit application for U.S. Dept. of Energy’s Energy Efficiency and Conservation Block Grant for the full formula amount of $182,320 to develop a comprehensive energy efficiency and energization audit of the Water Reclamation Facility..end Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments: EECBG Program FAQs, EECBG voucher program FAQs Visalia City Council Printed on 4/26/2024Page 2 of 3
powered by Legistar™
788
File #: 24-0088 Agenda Date: 3/18/2024 Agenda #: 10.
Visalia City Council Printed on 4/26/2024Page 3 of 3
powered by Legistar™
789
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 1/26 Energy Efficiency andConservation Block Grant(EECBG) Program FrequentlyAsked Questions – October 2023 Office of State and Community Energy Programs
Office of State and Community Energy Programs »
Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023
Have a question about the EECBG Program Formula Grant? Check below to see if we’ve answered it. If you don’t see it below, try checking out our Program Guidance or Application Instructions. You can also always email our team at [email protected].
Application Format & Structure
We have multiple project ideas across departments. Should we submit multiple EECBG Program applications to DOE? —
A municipality can apply to use EECBG Program funds for multiple projects and activities, as long the total cost fit within the award allocation.
However, only one application may be submitted per eligible entity. The application should encompass all of the planned or anticipated projects. If additional projects are identified at a future date, an award modification request may be submitted for DOE review and approval.
•
•
Office of
STATE AND COMMUNITY ENERGY PROGRAMS
790
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 2/26 Each eligible entity should have one business officer reporting to DOE.
If we received EECBG under ARRA in 2008, will we need to re-register for FedConnect, PAGE, etc? —
Eligible entities may use existing system accounts. If the authorized users for the EECBG account are the same for the existing PAGE account, the same login may be used.
However, they may need to update their account information to add or update authorized contacts in each system. Additional authorized users may be added to PAGE by contacting the PAGE help desk.
We submitted our Pre-Award Information Sheet. How long should we wait to hear from PAGE? —
If you do not hear from the PAGE within six weeks of a confirmation of receipt from DOE, please email the PAGE Hotline to inquire about your status: [email protected].
Formula Program Eligibility &Allocation Determination
How is eligibility determined? —
For a detailed explanation about the formula design and funding allocations, please see the EECBG Program’s Application Instructions. There are over 2,700 States, territories, local governments, and Tribes eligible for EECBG Program funding.
State & Territory Eligibility: There are 56 entities eligible for state formula grants.
These are the 50 States, the District of Columbia, and the following five U.S. Territories:
The Commonwealth of Puerto Rico, the U.S. Virgin Islands, American Samoa, Guam, and the Commonwealth of the Northern Mariana Islands.
Local Government Eligibility: Section 541(2) of EISA divides eligible units of local government into two categories, defined as ‘‘local government-alternative 1’’ and ‘‘local •
•
•
•
•
•
•
791
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 3/26 government-alternative 2’.’ DOE determined that 1,878 local governments are eligible for EECBG Program formula grants.
Local Government – Alternative 1: There are 1,878 local governments eligible under this category. These are the cities that are one of the top 10 most populous cities within their state or that have a population of at least 35,000; and counties that are one of the 10 most populous counties within their state or that have a population of more than 200,000.
Local Government -- Alternative 2: There are 1,032 local governments eligible under the definition of the Local Government - Alternative 2. These are the cities with populations of at least 50,000; or counties with populations of at least 200,000.
Indian Tribes: There are 774 Indian tribes eligible for a formula grant through the EECBG Program. These include 574 federally recognized Indian tribes listed by the Bureau of Indian Affairs in the 2022 Federal Register Notice; 6 additional Indian tribes because 8 bands of Indian tribes comprise two of the federally recognized Indian tribes, 12 Alaska Native Regional Corporations (ANRC), and 182 Alaska Native Village Corporations (ANVC), group corporations, and urban corporations.
How were allocations determined? —
The Infrastructure Investment and Jobs Act (IIJA) (Public Law 117-58), Sec. 40552 provides $550 million for EECBG Program for fiscal year 2022, to remain available until expended. DOE will distribute $440 million in formula and competitive EECBG Program funding to eligible units of local government, states, and Indian tribes.
Of the amount appropriated by IIJA, DOE will allocate funds as prescribed in section 543 of EISA:
34% to eligible units of local government-alternative 1 through formula grants 34% to eligible units of local government-alternative 2 through formula grants 28% to states through formula grants
2% to Indian tribes through formula grants; and
2% for competitive grants to ineligible local governments and Indian tribes.
IIJA allocations for EECBG Program direct formula awards from the DOE are based on the following funding amounts:
$299,200,000 for formula awards to eligible units of local government $149,600,000 to eligible units of local government-alternative 1 $149,600,000 to eligible units of local government-alternative 2 •
•
•
•
•
•
•
•
•
•
•
•
•
•
792
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 4/26 $123,200,000 for formula awards to states
Each state (except for those noted as exempt in section 6.3 E.) is required to pass not less than 60% of its allocation through to cities and counties within the state that are ineligible for direct formula grants from DOE
$8,800,00 for formula grants to eligible Indian tribes
See the Federal Register Notice 2022-13859 issued on June 29, 2022, for the allocation process.
What should I do to access EECBG Program funding if I am not eligible for a formula grant? —
Each State is also required to distribute at least 60% of their formula allocation funds to local governments that are ineligible for formula funding. We encourage engagement between these jurisdictions at the state-level.
Ineligible entities were also able to apply for the EECBG Competitive Program. However, the application for that program has now closed. See here for more information about the EECBG Competitive Program.
High-Level Project & ProgramDesign Questions
Can EECBG Program funds be used to advance existing construction projects or plans?—
EECBG Program funds may be allocated towards the implementation of existing projects or plans.
Can EECBG Program funds be used for new, energy efficient builds? — ECBG Program funds may not be used toward new buildings or construction. Instead, they must be used for efficiency improvements and retrofits to existing structures.
For example, an eligible entity may not install new solar streetlights in locations where you currently have no streetlights.
•
•
•
•
•
•
•
•
•
793
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 5/26 Is ancillary equipment required to perform energy efficiency upgrades eligible for EECBG Program Funds? —
Ancillary equipment that would be necessary for installation of energy efficiency upgrades that is necessary for the proper functioning and safety of systems, such as electric system upgrades and wiring upgrades required by electrical codes to enable EV infrastructure installations, would be considered an eligible use of EECBG Program funds. Similarly, modification of structures or equipment necessary for proper installation and function of energy efficient equipment (e.g., modification of street light poles or mast arms) may be eligible, with prior approval from DOE.
General Questions AboutVouchers
What can I use an EECBG Program Voucher for? —
Vouchers can be used for two purposes: technical assistance and/or rebates for the purchase and installation of energy efficiency or clean energy equipment. Examples include, but are not limited to:
Technical Assistance: Energy plan development, decarbonization planning and roadmaps, identification of best practices, building audits, stakeholder and community engagement strategy development, renewable energy system design, cost effectiveness studies, policy analysis, and EV fleet and charger site assessment. For a more comprehensive list of technical assistance offerings, please see the Voucher Handbook.
Equipment Rebates: Retrofit technologies, renewable energy technologies, micromobility equipment, alternative fuel vehicles, and electric vehicle charging stations. For a more comprehensive list of eligible equipment, please see the Voucher Handbook.
•
•
•
•
794
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 6/26 How does an EECBG Program voucher differ from a traditional grant? — While vouchers have more restricted uses than a traditional EECBG Program grant, applying for and administering a voucher is intended to be less burdensome for eligible entities.
Entities choosing vouchers will submit a separate application using a streamlined process with reduced documentation, monitoring, and reporting requirements compared to applying for and administering a traditional federal grant. Voucher recipients will not be required to establish the necessary financial management systems, including accounting for federal funds, invoicing, and internal audits typically needed to comply with traditional federal grant management requirements. While this process is streamlined, it is important to note that some monitoring and reporting will still be required for eligible entities.
How do I know if I’m eligible to receive a voucher and the dollar amount available to my government? —
All local and tribal governments that are eligible for EECBG Program formula grants can choose to receive their award in the form of a voucher in lieu of a traditional grant. Local and tribal governments can find out if they are eligible for an EECBG Program formula award and the amount they are eligible for here.
DOE especially encourages local governments and tribes whose award amount is less than $250,000 or who have limited staffing capacity to pursue the voucher option given its streamlined approach.
If you would like a more detailed description of how DOE determined the list of eligible entities, please see Section 2.1 of the EECBG Program Application Instructions or our general FAQs. There are over 2,700 States, territories, local governments, and Tribes eligible for EECBG Program funding.
When can I apply for a voucher? —
The EECBG Program Voucher Application Portal is now live and accepting applications through April 30, 2024! For more information on accessing the portal, please see the next question or return to the EECBG Program Application Hub. •
•
•
•
•
•
795
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 7/26 How do I access the EECBG Program Voucher Application Portal? — This is the link to the EECBG Program Voucher Application Portal.
I’ve already submitted a Pre-Award Information Sheet. How should I begin the process of applying for a voucher? —
You should have received an email from [email protected] with your username and a link to set up a password for the voucher portal. Please note the email will be titled “U.S. DOE EECBG Program Voucher Registration. ”
1. Once you have completed the steps in this email, you may choose your desired voucher option (e.g., technical assistance, equipment rebate) and begin filling out the application. If you would like to pursue both the equipment rebate and technical assistance vouchers, we suggest completing one voucher application at a time.
2. Please note if you received this email, you have been pre-registered and should not select ‘register’ on the portal.
3. If you have not received an email invitation, please reach out to [email protected] for assistance accessing the portal. Please be sure to check your junk mail before reaching out for assistance.
If you already submitted a Pre-Award Information Sheet to the EECBG Program team and noted that you would apply for a grant, but now you would like to switch to a voucher, that is not a problem. Please write to the [email protected] inbox with the below information and wait for next steps:
1. Your name
2. The eligible entity for which you work (local government or Tribe name and state)
3. Specify that you would like to switch from a grant to a voucher (and include the type of voucher, such as rebate or technical assistance).
I have not already submitted a Pre-Award Information Sheet. How should I begin the process of applying for a voucher? —
If you have not yet submitted a Pre-Award Information Sheet, follow these steps:
•
•
•
•
•
•
•
•
•
•
796
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 8/26
1. Retrieve your UEI number or check to see if you have one here or create a UEI here. Please note, creating a UEI may take 1-3 weeks so please allocate enough time before beginning registration.
2. Navigate to the EECBG Program Voucher Portal.
3. Click “ register ” button on the homepage.
4. Fill out the required information.
5. Once your registration is approved (1-5 days), you will receive an email from [email protected] with your username and a link to set up your password for the voucher portal. Please note the email will be titled “ U.S. DOE EECBG Program Voucher Registration. ”
6. Once you have completed the steps in this email, you may choose your desired voucher and begin filling out the application. If you would like to pursue both the equipment rebate and technical assistance vouchers, we suggest completing one voucher application at a time.
7. If you do not receive an invitation within 5 business days of registering, please reach out to [email protected] for assistance accessing the portal.
Please be sure to check your junk mail before reaching out for assistance.
If you have followed the appropriate steps above and are still having technical difficulties logging into the Voucher Application Portal, you can contact [email protected] for assistance.
Who do I contact if I’m having technical difficulties with the Voucher Application Portal?— Reach out to [email protected] for all portal related questions.
How should I prepare for submitting a voucher application? —
1. Review the Voucher Handbook and Technical Assistance and Equipment Rebate Application Templates to begin preparing the information you will need to complete the full application. The voucher application templates provide a preview of information that may be included in the voucher applications. These templates are provided for informational purposes only and should not be completed and turned into the EECBG Program.
2. Begin formulating an Energy Efficiency and Conservation Strategy (EECS), which must be included in the voucher application. DOE has developed EECS templates to •
•
•
•
•
•
•
•
•
797
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 9/26 guide strategy development for and governments. Your EECS is not required to follow the template, however, all EECSs must contain the information outlined in Part A of the template.
If you need additional help developing your EECS, free assistance is available. The National Renewable Energy Laboratory (NREL), in partnership with DOE, will provide technical assistance to communities developing an EECS, including establishing goals and energy planning basics. This technical assistance is available to local and tribal governments for 10-20 hours or more upon request. To sign up email [email protected].
Access the EECBG Program Voucher Application Portal which is now live and accepting applications. For instructions on how to access the portal, see the previous FAQ.
Complete and submit the appropriate voucher application. Note: if you are planning to pursue both a technical assistance and equipment rebate, you will need to complete both applications independently.
Note: Technical Assistance vouchers will not be awarded until Summer 2024. You are welcome to submit a technical assistance application at this time.
Can I apply for both a technical assistance voucher and an equipment rebate? If so, do I need to submit two applications? —
Eligible entities CAN pursue BOTH a voucher for technical assistance and an equipment rebate. The total of your requested equipment rebate and technical assistance voucher cannot exceed your EECBG Program formula award allocation.
If you select this option, you will need to submit two separate applications through the Voucher Application Portal.
Can I apply for both an EECBG Program voucher and grant? — No, you cannot apply for both a voucher and a direct grant.
Can I use a voucher if it doesn't cover the full estimated cost of my project? If so, can I supplement with other funding? —
•
•
•
•
•
•
•
798
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 10/26 Yes, and yes! Feel free to use your voucher to fund a larger or ongoing project and supplement with additional funds as needed. In your application, you may be asked to describe any supplemental funding sources.
Can I subgrant vouchers and if so to whom? —
Eligible entities CANNOT subgrant vouchers to other parties. If you desire to subgrant your funds, you should pursue the traditional grant option.
I have a project idea for a voucher. How do I know if it qualifies, and can I get my project approved before I apply? —
DOE is unable to make determinations on specific project ideas before reviewing a full application. However, Section 2 of the Voucher Handbook provides some general guidance on voucher-eligible activities to help you with your project planning.
The EECBG Eligible Activities and Program Guidance document also provides additional information on program eligible projects.
Technical assistance vouchers and equipment rebates will be subject to the same guidelines as activities carried out using traditional grants. Please refer to Section 2 of the Voucher Handbook and the Eligible Activities Program Guidance for additional information on allowable activities.
Technical Assistance Voucher
Who will provide technical assistance? —
DOE plans to procure the services of a third-party Technical Assistance Administrator (TA Administrator) that will coordinate requests for technical assistance and provide technical assistance to voucher recipients. The TA Administrator will consist of a team of subject matter experts in key areas that align with EECBG Program goals and allowable activities. The TA Administrator will work with voucher recipients to develop a technical assistance scope of work that meets recipients’ needs and desired outcomes. •
•
•
•
•
799
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 11/26 Can I use a technical assistance provider that I have chosen? — Eligible entities that select a technical assistance voucher may NOT choose their own technical assistance provider. Technical assistance obtained using a voucher must be provided by the TA Administrator and their team. Eligible entities that obtain technical assistance using a direct EECBG Program grant, rather than a voucher, have more flexibility to select a technical assistance provider of their choosing. Therefore, if you have a specific technical assistance provider in mind, you may elect to pursue a direct grant instead of a voucher.
Equipment Rebates
How long will it take to receive my equipment rebate? — DOE aims to process voucher applications within 60 days of receipt of a complete application and make payments within 60 days of an approved application. Please note, your application may be returned for revision if it does not meet all application requirements, which may prolong the processing timeline.
Who will receive the rebate – my organization or our contractors? — Once processed, the rebate will go directly to the eligible entity, NOT to contractors.
What costs can the equipment rebate cover? —
The rebate can cover both the cost of purchasing new equipment (as long as it aligns with the eligible uses of the program as outlined in the Eligible Activities Program Guidance) as well as costs necessary for installation, such as materials and labor.
Please see Section 1 of the Voucher Handbook for additional guidance on the limitations of vouchers.
•
•
•
•
800
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 12/26 Can I use my rebate for equipment that was purchased prior to application approval?— No. Rebates can only be used for equipment purchased after your application is approved.
Can I choose my own vendor, or do I need to choose from a list of approved vendors?— You may choose your own vendor for equipment purchases. However, you will be required to follow procurement requirements in accordance with 2 CFR 200.317-327. If an eligible entity has an existing procurement policy that aligns with federal requirements, it may follow its own procurement policy. Eligible entities that do not have their own procurement policies should follow federal procurement requirements.
Are there any limitations on equipment purchases? —
When purchasing and installing your equipment you must follow certain national policies including the National Environmental Policy Act (NEPA), Build America, Buy America (BABA) (only applies to formula allocations over $250,000), and the Davis- Bacon Act.
Federal ComplianceRequirements (e.g., Davis-Bacon, NEPA) Do I need to comply with Build America, Buy America Requirements? — On July 28, DOE released a General Applicability Public Interest Waiver for Build America, Buy America Act equipment purchasing requirements. Now, eligible entities with EECBG Program formula allocations totaling $250,000 or less are exempt from •
•
•
•
801
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 13/26 BABA requirements. These eligible entities do not need to submit additional paperwork to be exempted from the requirements.
Eligible entities with EECBG Program formula allocations totaling $250,000 or more are still required to comply with Build America, Buy America.
DOES DAVIS BACON PREVAILING WAGE APPLY TO EECBG PROGRAMS? — Yes. Compliance with the Davis-Bacon Wage Act (DBA) is required to receive EECBG Program funds. DBA applies to contracts in excess of $2,000 for the construction, alteration, and/or repair of public buildings or public works, including painting and decorating, where the United States or the District of Columbia is a direct party to the contract. Specifically, where DBA is applicable, all laborers and mechanics, subrecipients, contractors, or subcontractors must be paid wages at rates not less than those prevailing on similar projects in the locality. This rate is determined by the Secretary of Labor in accordance with subchapter IV of chapter 31 of title 40, United States Code commonly referred to as the “ Davis-Bacon Act ” (DBA). You can find more information on Davis-Bacon in Part V, Section D of the EECBG Program Administrative and Legal Requirements Document, and in the DOE Desk Guide to the Davis-Bacon Act.
WHAT WILL BE OUR NEPA REPORTING RESPONSIBILITIES? —
Compliance with the National Environmental Protection Act is required to receive EECBG Program funds
Entities should review and follow the NEPA determination in their award documents for restrictions and the list of activities that have been categorically excluded from further NEPA review
For most applicants, there are 2 paths to complete a NEPA review for EECBG Program activities:
Entities determine and document that a project falls within an additional activity or blueprint listed within their selected EECBG NEPA statement of work, or
Entities determine the above is not applicable and submit an Environmental Questionnaire (EQ-1) in the Project Management Center for an individual •
•
•
•
•
•
•
802
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 14/26 NEPA review. There are three cases in which an EQ-1 would need to be submitted:
1. If a proposed project does not fit into any of the additional activities or blueprints listed within the recipient’s selected NEPA statement of work.
2. If upon filling out the NEPA log, the recipient determines any of the following are applicable:
1. Extraordinary circumstances,
2. Cumulative impacts,
3. Connected actions,
4. Integral Elements (see “ definitions ” tab in NEPA log),
5. Project proposed within the 100-year floodplain, or
6. Project proposed within a wetland.
3. If consultation with the State Historic Preservation Officer (SHPO) results in a determination of adverse effect.
Justice40
Is Justice40 a legal requirement for the EECBG Program? — EECBG is considered a Justice40 covered program, and therefore DOE is responsible for reporting on progress toward meeting Justice40 goals. For EECBG, DOE actions include:
1) identifying the Justice40 benefits of the EECBG Program, 2) determining how the EECBG Program distributes benefits, and 3) calculating and reporting on reaching the 40-percent goal of the Justice40 Initiative.
While directing a minimum of 40 percent of benefits to disadvantaged communities is not a legal requirement under the EECBG statute, DOE strongly encourages all eligible entities to pursue the Justice40 goals in their EECBG Program projects.
Does a project have to be located in a designated “Disadvantaged Community” census tract to count towards Justice40? —
DOE’s definition of disadvantaged communities (DAC) is based on is based on cumulative burden and includes data for thirty-six (36) burden indicators collected at •
•
•
•
•
•
•
•
•
•
•
•
803
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 15/26 the census tract level. Therefore, for a project to be reported on as providing funding to a DAC, the zip code location of the project will need to be located in a census tract designated as a DAC.
However, EECBG grantees can also perform projects serving low-income households not located in DACs, even if it does not technically fall within a designated "Disadvantaged Communities (DAC)."
DOE encourages EECBG grantees to engage a diverse range of community stakeholders in determining how to most effectively utilize their award funds toward Justice40 goals.
Note: Federally recognized tribal lands and U.S. territories, in their entirety, are categorized as DACs in accordance with OMB's Interim Guidance "common conditions" definition of community. For more information on designation of disadvantaged communities, see: Justice40 Initiative.
Blueprints
How do the blueprints work? —
The EECBG Program Blueprints are model projects and programs designed to help EEBCG participants achieve high impact results with limited grant dollars. Blueprints offer ideas in energy efficiency, renewable energy, transportation electrification, clean energy finance, and workforce development.
Each Blueprint contains:
Key Activities: Step-by-step guide for communities to follow. Each activity is an essential action to implement the Blueprint, and EECBG participants should commit to pursuing at least one key activity.
Resources: Each blueprint highlights the most relevant tools, case studies and resources that go into much more detail to help as you implement the projects and programs.
Technical Assistance: Opportunities to connect with offices at DOE and elsewhere to gain expert guidance on relevant topics.
Opportunity to join Blueprint Cohort: DOE will convene cohorts along each of the blueprint topics on a regular basis starting in mid-2023. DOE will host regular virtual meetings to give EECBG grantees the chance to ask questions, meet one •
•
•
•
•
•
•
•
804
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 16/26 another, hear some best practices and success stories, and do some troubleshooting.
Sign up to join a Blueprint cohort by emailing us
at [email protected] or fill in this Form.
Do I have to follow all of the key activities listed under a Blueprint? — No. You need to pick at least one key activity to complete, but do not need to complete all of them.
Can I sign up for more than one Blueprint in my application? — Yes! If you are pursuing multiple different projects with your EECBG Program funds, feel free to note each Blueprint in your Energy Efficiency and Conservation Strategy and application.
How should I let DOE know that I intend to follow a Blueprint? — In your Energy Efficiency and Conservation Strategy, you will indicate that you will be using the blueprint. After that, you may also need to indicate the blueprint choice in your application (either in PAGE or in the voucher application).
If you choose a blueprint, you’ll need to commit to at least one key activity. Review the EECBG National Environmental Protection Act (NEPA) statements of work to ensure your plan aligns with the limitations described therein.
Sub-granting and Sub-contracting
What are the subgranting limitations? How is this different from subcontracting? —
•
•
•
•
•
805
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 17/26 Summary: Grantees may issue subgrants or subcontracts to public, nonprofit, and private sector organizations for purposes of implementing their EECBG Award, within limits established by the EECBG statute (see next bullet below). All eligible entities are required to comply with the Code of Federal Regulations concerning procurement methods, found at 2 CFR 200.317 – 200.320, which outline procurement procedures and policies, in addition to federal requirements.
Sub-granting: Local governments or tribes may spend a cumulative total of 20% or $250,000 (whichever is larger) on sub-grants to non-profit organizations for the purpose of assisting in implementation of the local government or tribal energy efficiency and conservation strategy. If a grantee plans to make multiple subgrants to nonprofits, the total amount of all subgrants made must not exceed the 20% or $250,000 limit.
Sub-contracting: However, this limitation applies only to subgrants. Sub-contracts to address specific needs of the recipient to fully implement its energy efficiency and conservation strategy are not bound by this limitation, subject to approval by DOE.
Recipients must ensure that the majority of the grant funding is used to achieve the objectives of their EECBG Program grant.
Can a State limit who would be eligible for sub-granted funds across the state (e.g., to advance Justice40 goals)? —
Yes. It is up to the state to determine how they wish to sub-grant the required 60% of their funds. For example, they may subgrant funds via a competitive process or limit their subgrants to jurisdictions with a certain density of Justice40 communities. States must submit their plans for DOE via the Energy Efficiency and Conservation Strategy by July 31, 2023.
Can a State place conditions (e.g., limit eligible activities or require an energy audit) for subgrantees? —
States can limit the eligible activities for sub-grants under their EECBG formula awards.
States can also add their own program design requirements, such as an audit prior to performing upgrades. States should not, however, overly restrict use of EECBG funds, such as limiting use of funds to one activity (e.g., audits) but rather identify categories of activities eligible for funding. States can also incorporate the DOE Blueprints and •
•
•
•
•
806
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 18/26 other tools and resources (such as areas with high energy burdens, as identified by the LEAD tool).
Leveraging Additional Funds &Cost Matching
Can EECBG Program funds be used as a federal cost-match? — No, EECBG Program funds may not be used as a federal cost match. There is no cost- matching requirement to access the EECBG Program funds.
Are there any restrictions with regard how this funding leverages other federal funding (i.e., IRA Rebates)? —
EECBG funding maybe used for activities that leverage other federal awards, as long as funds are separately tracked and there is no duplication of incurred expenditures.
EECBG recipients should separately account for and report on the activities paid for by each federal grant to ensure no duplication or "double dipping." Application Timelines
When are applications due? —
The deadline for states and territories to apply was July 31, 2023.
Local governments can apply through April 30, 2024.
Tribes can apply through May 31, 2025.
DOE welcomes early submissions and will review applications on a rolling basis.
Eligible entities that intend to apply for a traditional grant must submit a Pre-Award Information Sheet to DOE as soon as possible. See link to EECBG Program Information Sheet: EECBG Program Pre-Award Information Sheet (energy.gov) You can submit by sending it to: [email protected].
•
•
•
•
•
•
•
807
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 19/26 Entities applying for a voucher may register directly on the EECBG Program application portal and do not need to submit a Pre-Award Information Sheet.
How long do I have to spend EECBG Program funds? —
Grants will consist of a 3-year Project and Budget Period for States, and a 2-year Project and Budget Period for Local Governments and Indian tribes.
Recipients may request a no-cost time extension (or a modification to shorten the period of performance) of their grant or voucher.
Can applications include a request for a 3-year budget period? Or must it be a 2-year budget and... —
Question continued: we request an extension at a later date? No-cost time extensions may not be submitted until after the assistance agreement is awarded. While the EECBG Program encourages applicants to design their programs to utilize funds within the two-year award period, adjustments to the initial award period of performance will be considered on a case by case basis (up to a three-year award period).
Is there a benefit to applying earlier rather than later in the application window?— We encourage applicants to take their time developing robust, thoughtful strategies that inform detailed applications. Because this is not a competitive grant, all eligible governments and Tribes are entitled to the full allocation indicated in the allocation tables available on the EECBG Program website. However, the sooner that you submit your application, the sooner you will have access to your funding.
States are required to provide subgrants to local governments within 180 days of DOE’s approval of their EECS... —
Question continued: Can they apply for an extension?
•
•
•
•
•
808
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 20/26 The 180-day period begins when DOE has approved a State’s energy efficiency and conservation strategy, i.e., the date on which the Contracting Officer signed the award.
If a State is unable to meet this deadline, the State must submit to the Project Officer for approval by DOE an action plan that identifies specific activities and responsible parties to allow for providing the sub-grants as expeditiously as possible.
DOE may approve the action plan and provide additional time for the State to provide the required subgrants. Additional time provided, if any, will be dependent on the circumstances of the State. In most instances DOE will seek to limit extensions to between 15 and 60 days. DOE will not be able to accommodate an extension of up to 1 year for making the state-sub awards.
What is the turnaround time on applications/when can I expect to receive my award?— To assist applicants with planning, DOE is providing estimated award processing timeframes for each financial instrument below. Note that these timeframes are estimates and are subject to change based on total volume of applications received, completeness of submitted applications, and award negotiation requirements.
Applications may be subject to additional review prior to award or release of funds, including financial, legal, programmatic, or NEPA review.
Award Instrument Vouchers Grants Following
Blueprints
Grants Not Following
Blueprints
Typical award
processing timeframe* 30-60 days Up to 60 days Minimum of 90 days Additional application
requirements or award
conditions
Comply with
Voucher Terms
and Conditions
May be subject to
additional review
(e.g., indirect cost rates,
sub-grants, accounting
system and financial
controls)
May be subject to
additional review and
award conditions (e.g.,
NEPA)**
Application method
Submit voucher
application by
April 30, 2024.
Submit grant application
in Period 1 or 2 (select one
or more blueprints)
Submit grant
application in Period 3
or 4.
Table notes:
*Award processing times shown are estimates, based on submission of a complete application that is responsive to all required application materials and system registration •
•
•
•
809
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 21/26 requirements. Award processing times may vary depending on multiple factors, including the number of applications submitted, complexity of award applications, and additional review required to process applications (such as NEPA review and approval of proposed projects). The above timeframes do not include the time required for applicants to prepare and submit an application to DOE.
**Awards requiring NEPA review will require extended time to review applications, including completion of environmental assessment or an EIS, depending on the scope of the proposed activity. Awards may be partially or fully conditioned (funds restricted from expenditure) until completion of required NEPA reviews.
*** Additional information on the Voucher application process will be forthcoming.
Energy Efficiency andConservation Strategy (EECS)
The EECS process requires eligible entities to notify adjacent entities and the state about our plans. What does that mean? —
DOE does not have specific guidance on determination of the adjacent local governments to coordinate with or how to coordinate with them. Generally, for metropolitan areas this could include communities that are part of regional organization, such as a metropolitan planning organization (MPO) or council of governments (COG). Local governments should primarily focus coordination on other local governments with formula allocations, but should consider other municipalities that may receive EECBG sub-grants through the state agency receiving EECBG formula funds as well. DOE asks eligible entities to work to make sure that their proposed projects are not in conflict with the plans of the other jurisdictions.
By coordinate and share information with the State, DOE means notifying the state energy office their plans for use of funds and inquiring about State priorities in order to leverage and align activities where there is an opportunity to do so. For example, some states are considering setting up financing programs with their EECBG state funds (non-40% share), which local governments could participate in, or they may have TA available for certain activities, such as community solar. •
•
810
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 22/26 See Section 6.3.C. of the Application Instructions for more information about what is required in an EECS.
We are applying as a team. Must each eligible entity submit an EECS?— Per statute, every single eligible entity is required to submit their own EECS to receive funding. This means that, eligible entities teaming up on a project with others must each submit their own EECS. DOE understands and expects that these documents will be similar to one another, as they will describe similar uses of EECBG Program funds.
Separate EECS templates for states, local governments and tribes are available on the EECBG Application Hub.
When is the Energy Efficiency and Conservation Strategy due? — If you are applying for a grant, your EECS is due with your application unless you are planning to use your grant funds to develop an EECS. If you are using your grand funds to develop an EECS, it is due within one year of application approval. If you are applying for a voucher, the EECS is due with your application. Voucher funds may not be used to develop an EECS.
Does the Energy Efficiency and Conservation Strategy need to approved by our city/county council? —
No, the EECS does not need to be approved by your city/county council unless this is required by your locality. Please follow existing rules and procedures of your locality when applying for federal grant funds.
Teaming
Can we pool our funds between eligible entities (e.g, tribes and native corporations, cities and counties) for the same project? —
Eligible tribes, corporations, and local governments are encouraged to team up to pool their funds and activities. A lead applicant may be designated, with approval of the •
•
•
•
•
811
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 23/26 other participating party (or parties) that will be responsible for administering the award, including reporting.
Does a single team need to submit one application per entity? Or one application for the full team? —
Each team is required to submit one application on behalf of the full team. Each team is required to name a lead applicant that submits the application and further reporting material to DOE.
How does reporting work on a team? Does each individual entity need to report directly to DOE? —
Teams are only required to submit one report to DOE. However, each eligible entity is required to track their own individual activities that are then included in this report. The lead applicant submits this report information to DOE.
Eligible Uses: Revolving LoanFunds (RLF)
Are RLFs only to establish the revolving loan program, or could they be used to add to an existing RLF? —
The funds may be contributed to existing revolving loan funds or to new ones, but EECBG funds will need to be tracked and reported on separately. Revolving loan funds may continue past the EECBG Program grant reporting period.
Will our RLF be able to extend beyond the two-year grant period and expand their grantmaking processes to advance other goals? —
Yes, the RLF will be able to extend beyond the two-year grant period. After that time, the RLF may be expanded to advance other goals (e.g., housing upgrades in new communities).
•
•
•
•
812
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 24/26 Eligible Uses: Energy EfficientEquipment & Installation Our community is interested in installing solar panels on the roofs of parking structures...— Question continued: (surface lot shade structures and/or the top floors of a garages.
Would the construction of the shade structure, itself, be an eligible use of funds? This would be ineligible. The funds must be deployed to the renewable energy infrastructure itself, not pre-installation or purchasing costs. However, modifications to existing buildings or structures necessary to support a solar project would be eligible.
Would EVs purchased using EECBG funds need to meet the same requirements established for EVs... —
Question continued: to qualify for tax rebates under the IRA (i.e., critical minerals, final assembly, price caps)?
No, these are not required for EECBG Program eligibility. However, purchases will be subject to NEPA, BABA, and Davis-Bacon requirements. See section D of the Administrative and Legal Requirements Document.
Will all-electric mowers and lawn equipment be an eligible project type for EECBG funds?— Yes, electrification of publicly owned and managed lawn equipment would be an eligible use of funds under Activity Area 14. See program guidance for more information.
We would like to purchase solarized street lights for a community that does not currently have street lights... —
Question continued: Would this be considered an eligible activity? No. New constructions that do not reduce existing emissions are not eligible uses of EECBG Program funds. Upgrading existing street lights, however, would be an eligible use of EECBG Program funds.
•
•
•
•
813
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 25/26 1000 Independence Ave. SW
Washington DC 20585
202-586-5000
Sign Up for Email Updates
ABOUT ENERGY.GOV
ENERGY.GOV RESOURCES
FEDERAL GOVERNMENT
Eligible Uses: Hiring New Staff
Can we use EECBG funds to hire new staff, or is this subject to the administrative cost cap? —
The 10% limit applies to administrative costs only (excluding costs of reporting).
Additional personnel costs related to the project are allowable if they are direct costs (i.e., a program manager or staff to implement the approved activities) per Activity Area
6. See EECBG Program Guidance for more information.
•
•
814
3/6/24, 5:59 PM Energy Efficiency and Conservation Block Grant (EECBG) Program Frequently Asked Questions – October 2023 | Department of E… https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions 26/26 Web Policies • Privacy • No Fear Act • Whistleblower Protection • Notice of EEO Findings of Discrimination • Information Quality • Open Gov • Accessibility • Vulnerability Disclosure Program 815
3/6/24, 5:55 PM Program FAQs
https://doerebates.my.site.com/eecbgvouchers/s/program-faqs?language=en_US 1/5 Frequently Asked Questions | Program
Review the program webinar and slide deck below to learn more about the DOE SCEP EECBG VoucherProgram.
Webinar Recording
(https://www.energy.gov/sites/default/files/2023-04/EECBG%20Program%20Voucher%20Option%20Webinar_vF.pdf) Program Slides
Energy E ciency and Conservation Block Grant (EECBG) Program Introduction to VoucEnergy E ciency and Conservation Block Grant (EECBG) Program Introduction to Vouc…… General Questions About Vouchers
Log in
Program (/eecbgvouchers/s/about-the-program)Registration (/eecbgvouchers/s/registration)Requirements (/ee 816
3/6/24, 5:55 PM Program FAQs
https://doerebates.my.site.com/eecbgvouchers/s/program-faqs?language=en_US 2/5 1) WHAT CAN I USE AN EECBG PROGRAM VOUCHER FOR? Vouchers can be used for two purposes: technical assistance and/or rebates for the purchase andinstallation of energy efficiency or clean energy equipment. Examples include, but are not limitedto:
•Technical assistance: Energy plan development, decarbonization planning and roadmaps,identification of best practices, building audits, stakeholder and community engagementstrategy development, renewable energy system design, cost effectiveness studies, policyanalysis, and EV fleet and charger site assessment. For a more comprehensive list oftechnical assistance offerings, please see the Voucher Handbook(https://www.energy.gov/sites/default/files/2023-08/Voucher-Handbook_8.23.24.pdf). •Equipment rebates: Retrofit technologies, renewable energy technologies, micro-mobilityequipment, alternative fuel vehicles, and electric vehicle charging stations. For a morecomprehensive list of eligible equipment, please see the Voucher Handbook(https://www.energy.gov/sites/default/files/2023-08/Voucher-Handbook_8.23.24.pdf). 2) HOW DOES AN EECBG PROGRAM VOUCHER DIFFER FROM A TRADITIONAL GRANT? While vouchers have more restricted uses than a traditional EECBG Program grant, applying forand administering a voucher is intended to be less administratively burdensome for eligibleentities. Entities choosing vouchers will submit a separate application using a streamlined process withreduced documentation, monitoring, and reporting requirements compared to applying for andadministering a traditional federal grant. Voucher recipients will not be required to establish thenecessary financial management systems, including accounting for federal funds, invoicing, andinternal audits typically needed to comply with traditional federal grant managementrequirements. While this process is streamlined, it is important to note that some monitoring andreporting will still be required for eligible entities. 3) HOW DO I KNOW IF I’M ELIGIBLE TO RECEIVE A VOUCHER AND THE DOLLARAMOUNT AVAILABLE TO MY GOVERNMENT? All local and Tribal governments that are eligible for EECBG Program formula grants can chooseto receive their award in the form of a voucher in lieu of a traditional grant. Local and Tribalgovernments can find out if they are eligible for an EECBG Program formula award and theamount they are eligible for here (https://www.energy.gov/sites/default/files/2023-01/IIJA%20%2840552%29%20EECBG%20Program_Attachment%201a.%20_Local%20Govt.%20Allocations_FINAL.pdf) and here (https://www.energy.gov/sites/default/files/2023-01/IIJA%20%2840552%29%20EECBG%20Program_Attachment%201c.%20_Tribal%20Allocations_FINAL.pdf), respectively. DOE especially encourages local governments and Tribes whose award amount is less than$250,000 or who have limited staffing capacity to pursue the voucher option given its streamlinedapproach. If you would like a more detailed description of how DOE determined the list of eligible entities,please see Section 2.1 of the EECBG Program Application Instructions (https://www.energy.gov/sites/default/files/2023-01/IIJA%20%2840552%29%20EECBG%20Program_Application%20Instructions.pdf)or ourgeneral FAQs (https://www.energy.gov/scep/energy-efficiency-and-conservation-block-grant-eecbg-program-frequently-asked-questions-june). There are over 2,700 States, territories, localgovernments, and Tribes eligible for EECBG Program funding. 817
3/6/24, 5:55 PM Program FAQs
https://doerebates.my.site.com/eecbgvouchers/s/program-faqs?language=en_US 3/5 4) WHEN CAN I APPLY FOR A VOUCHER? For local government entities, applications for both Technical Assistance and Equipment RebateVouchers are available now until April 30, 2024. For tribal government entities, applications areavailable until May 31, 2025. 5) CAN I APPLY FOR BOTH A TECHNICAL ASSISTANCE VOUCHER AND AN EQUIPMENTREBATE? IF SO, DO I NEED TO SUBMIT TWO APPLICATIONS? Eligible entities CAN pursue BOTH a voucher for technical assistance and an equipment rebate.The total of your requested equipment rebate and technical assistance voucher cannot exceedyour EECBG Program formula award allocation. If you select this option, you will need to submit two separate applications. 6) CAN I APPLY FOR BOTH AN EECBG PROGRAM VOUCHER AND GRANT? No, you cannot apply for both a voucher and a traditional grant. 7) CAN I STILL USE A VOUCHER IF IT DOES NOT COVER THE FULL ESTIMATED COST OFMY PROJECT? IF SO, CAN I SUPPLEMENT WITH OTHER SOURCES TO MEET THESEFUNDING NEEDS? Yes, and yes! Feel free to use your voucher to fund a larger or ongoing project and supplementwith additional funds as needed. In your application, you will be asked to describe anysupplemental funding sources. 8) CAN I SUBGRANT VOUCHERS AND IF SO TO WHOM? Eligible entities CANNOT sub-grant vouchers to other parties. If you desire to sub-grant yourfunds, you should pursue the traditional grant option. 9) I HAVE A PROJECT IDEA FOR A VOUCHER. HOW DO I KNOW IF IT QUALIFIES, ANDCAN I GET MY PROJECT APPROVED BEFORE I APPLY? DOE is unable to make determinations on specific project ideas before reviewing a fullapplication. However, DOE has provided some general guidance(https://www.energy.gov/sites/default/files/2023-04/EECBG%20Eligible%20Activities%20and%20Program%20Guidance_4.25_FINAL_signed.pdf) on voucher-eligible activities to help with your project planning. Technical assistance vouchers and equipment rebates will be subject to the same guidelines asactivities carried out using traditional grants. Please refer to Section 2.2 of the EECBG ProgramApplication Instructions (https://www.energy.gov/sites/default/files/2023-01/IIJA%20%2840552%29%20EECBG%20Program_Application%20Instructions.pdf) andthe Eligible Activities Program Guidance (https://www.energy.gov/sites/default/files/2023-04/EECBG%20Eligible%20Activities%20and%20Program%20Guidance_4.25_FINAL_signed.pdf) for additional information on allowable activities.
Equipment Rebate Vouchers
1) HOW LONG WILL IT TAKE TO RECEIVE MY EQUIPMENT REBATE? 818
3/6/24, 5:55 PM Program FAQs
https://doerebates.my.site.com/eecbgvouchers/s/program-faqs?language=en_US 4/5 DOE aims to process voucher applications within 30-60 days of receipt of a complete applicationand make payments within 45 days of an approved application (post-installation). Please note,your application may be returned for revision if it does not meet all application requirements,which may prolong the processing timeline. 2) WHO WILL RECEIVE THE REBATE – MY ORGANIZATION OR OUR CONTRACTORS? Once processed, the rebate will go directly to the eligible entity, NOT to contractors. 3) WHAT COSTS CAN THE EQUIPMENT REBATE COVER? The rebate can cover both the cost of purchasing new equipment (as long as it aligns with theeligible uses of the program as outlined in the Eligible Activities Program Guidance(https://www.energy.gov/sites/default/files/2023-04/EECBG%20Eligible%20Activities%20and%20Program%20Guidance_4.25_FINAL_signed.pdf)) as well as costs necessary for installation, such as materials and labor. 4) CAN I USE MY REBATE FOR EQUIPMENT THAT WAS PURCHASED PRIOR TOAPPLICATION APPROVAL? No. Rebates can only be used for equipment purchased after your application is approved. 5) CAN I CHOOSE MY OWN VENDOR, OR DO I NEED TO CHOOSE FROM A LIST OFAPPROVED VENDORS? You may choose your own vendor for equipment purchases. However, you will be required tofollow procurement requirements in accordance with 2 CFR 200.317-327(https://www.ecfr.gov/current/title-2/subtitle-A/chapter-II). If an eligible entity has an existingprocurement policy that aligns with federal requirements, it may follow its own procurement policy.Eligible entities that do not have their own procurement policies should follow federal procurementrequirements. 6) ARE THERE ANY LIMITATIONS ON EQUIPMENT PURCHASES? When purchasing and installing your equipment you must follow certain national policies includingthe National Environmental Policy Act (NEPA), Build America, Buy America (BABA), and theDavis-Bacon Act. Please note that on July 28, 2023, DOE released a General Applicability PublicInterest Waiver (https://www.energy.gov/sites/default/files/2023-07/DOE-Final-%20Public%20Interest-%20Sm%20Grant%20De%20Minimis%20Minor%20Component%20-%20Final%20for%20posting%207.26.23_0.pdf) for BABA equipment purchasing requirementsthat exempts entities with EECBG Program formula allocations totaling $250,000 or less fromBABA requirements.
Technical Assistance Vouchers
1) WHO WILL PROVIDE TECHNICAL ASSISTANCE? DOE plans to procure the services of a third-party Technical Assistance Administrator tocoordinate requests and provide technical assistance to voucher recipients. The TechnicalAssistance Administrator will consist of a team of subject matter experts in key areas that alignwith EECBG Program goals and allowable activities. The Technical Assistance Administrator willwork with voucher recipients to develop a technical assistance scope of work that meetsrecipients’ needs and desired outcomes. 819
3/6/24, 5:55 PM Program FAQs
https://doerebates.my.site.com/eecbgvouchers/s/program-faqs?language=en_US 5/5 Website and program administered by ICF Incorporated under DOE BPA Award 89303023ASE000001.Instances of potential fraud, waste, and abuse should be referred to the DOE IG Hotline (https://www.energy.gov/ig/ig-hotline), phone: 1–800–541–1625 oremail: [email protected] 2) CAN I USE A TECHNICAL ASSISTANCE PROVIDER THAT I HAVE CHOSEN? Eligible entities that select a technical assistance voucher may NOT choose their own technicalassistance provider. Technical assistance obtained using a voucher must be provided by theTechnical Assistance Administrator and their team. Eligible entities that obtain technicalassistance using a traditional EECBG Program grant, rather than a voucher, have more flexibilityto select a technical assistance provider of their choosing. Therefore, if you have a specifictechnical assistance provider in mind, you may elect to pursue a traditional grant instead of avoucher.
820
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0060 Agenda Date: 3/18/2024 Agenda #: 11.
Agenda Item Wording:
Acceptance of the 2023 Housing Element - Annual Progress Report (APR).
Deadline for Action: 3/18/2024
Submitting Department: Community Development
Contact Name and Phone Number:
Brandon Smith, Principal Planner, 713-4636 [email protected] <mailto:[email protected]>;
Paul Bernal, Community Development Director, 713-4025 [email protected] <mailto:[email protected]>
Department Recommendation:
Staff recommends that the City Council receive the 2023 Housing Element Annual Progress Report and authorize staff to forward the report to the State Department of Housing and Community Development (HCD).
Background Discussion:
Pursuant to State Housing Law (Government Code Section §65400), cities and counties are required to report their progress on implementing their current Housing Elements. The report includes a summary of the jurisdiction’s housing activity, progress in reaching their Regional Housing Needs Assessment (RHNA) by income level, and progress in implementing the City’s Housing Element’s goals and programs.
The report is a useful tool for City officials, staff, citizens, and stakeholder groups interested in the City’shousing trends, particularly as they relate to affordable housing. The report must be reviewed by the City Council, submitted to HCD by April 1st, and accepted by HCD. Failure to prepare and deliver the report on a timely basis incurs risk of the City losing future housing grant funding opportunities.
The report demonstrates that the City follows all applicable State laws and policies pertaining to housing, and that the City is implementing its housing policies and programs as articulated in its midcycle or four-year update to the 5th Cycle Housing Element adopted in December 2019. (The City will begin reporting on its progress on the 6th Cycle Housing Element, which was completed in December 2023, starting next year.)
The 2023 APR forms and tables are largely unchanged from the previous year’sformat. The APR continues to require listing and affordability determination of all “considered”housing projects (i.e., potential projects submitted to the Site Plan Review Committee), completed entitlements, and individual building permits for every individual housing unit. Jurisdictions report these units to gain credit against their RHNA housing unit requirements. The expanded reporting is in accordance with Visalia City Council Printed on 4/26/2024Page 1 of 5
powered by Legistar™
821
File #: 24-0060 Agenda Date: 3/18/2024 Agenda #: 11.
the State’s enhanced focus on the housing development process.
All residential building permits must be tracked through to their final grant of occupancy. Only units that receive issuance of a building permit during the reporting period are counted toward the jurisdiction’s RHNA allocation. Notwithstanding the interest in the jurisdiction’s performance on providing affordable housing to lower income households, the APR requires detailed permit information on all residential units.
The contents of the APR are described below along with their applicability to the City of Visalia.
Table Name Description
Table A Housing development applications
submitted
Lists all applications deemed complete in 2023. Examples:
Subdivision Maps, Conditional Use Permits, Site Plan
Review applications receiving a “Revise & Proceed” and
needing no further entitlements.
Table A2 Annual building activity report summary Lists all housing units that have received an entitlement, issued and/or finaled building permit in 2023. Examples:
building permits for single-family, multi-family, and
accessory dwelling units, applications listed in Table A.
Table B Regional Housing Needs Allocation
(RHNA) Progress
Summary of permits issued by income level in each year of RHNA allocation.
Table C Sites identified / rezoned to
accommodate shortfall housing need
N/A for Visalia. The City maintains a surplus in all levels.
Table D Housing Element Program
implementation status Reports on all mid-cycle update to the 5th Cycle Housing Element programs.
Table E Commercial development bonuses
approved
N/A for Visalia. No such applications received in reporting period.
Table F Units rehabilitated, preserved and
acquired for alternative adequate sites
N/A for Visalia. Optional table.
Table F2 Above moderate income units converted
to moderate income units
N/A for Visalia. Optional table.
Table G Locally owned lands included in Housing
Element sites inventory that have been
sold, leased, or disposed
N/A for Visalia. No locally owned inventoried land has been sold.
Table H Locally Owned or Controlled Lands
Declared Surplus
Lists sites designated as surplus. Currently none of these sites contain housing.
Table J Student housing development with a
density bonus approved
N/A for Visalia. No student housing applied for.
Table K Tenant Preference Policy N/A for Visalia. No tenant preference policy adopted by City. New table for 2023.
Summary Summary of data from preceding tables Summary of data from preceding tables LEAP
Reporting
Status of proposed uses listed in LEAP
application and the corresponding impact
on housing
Reports the City’s progress on its LEAP grant, which was approved in 2021.
Summary of Report:
Visalia City Council Printed on 4/26/2024Page 2 of 5
powered by Legistar™
822
File #: 24-0060 Agenda Date: 3/18/2024 Agenda #: 11.
Table A: Application Submittal Summary
- Entitlement Applications. Entitlement applications reflecting a total of 1,878 units were submitted and deemed complete in 2023. This includes:
· seven subdivisions totaling 1,571 single-family residential units (see Table A), · one conditional use permit (CUP) application for 168 market-rate apartment dwelling units associated with the Belissa Residential Community subdivision, · one CUP application for a residence in an Office Conversion zone, and · two parcel maps yielding 5 dwelling units.
- Site Plan Review by-right uses. Units tallied through Site Plan Review applications for by- right uses receiving a “Revise & Proceed” are approximately 167 units over six projects. This includes:
· one 94-unit deed-restricted Very Low and Low Income development (Colegio West, Dinuba & Glendale, Self-Help Enterprises), and
· one 42-unit deed-restricted Extremely Low Income hotel conversion utilizing Homekey funds (Majestic Gardens, 4545 W. Noble Avenue, RHCB Development LP).
Table A2: Building Activity
Comparative data sets between the 2023 and the previous four years’APR submittals are shown in the tables below:
Residential Permit Category 2019 2020 2021 2022 2023
Issued building permits:
ADUs 4 2 5 16 22
Single-Family Units 633 599 632 540 317
Multi-Family Units 61 6 204 695 12
Granted occupancy:
ADUs 1 3 4 8 20
Single-Family Units 529 571 590 651 448
Multi-Family Units 72 38 2 43 296
Affordability by Income (issued permits) 2019 2020 2021 2022 2023 Above Moderate 169 92 76 124 165
Moderate 463 504 548 411 156
Low 46 10 170 657 16
Very Low 20 1 40 21 11
Extremely Low 0 0 7 38 3
TOTAL 698 607 841 1251 351
- Conditional Use Permits approved in 2023. Three CUPs were approved in January and February 2023 for apartment complexes containing a total of 847 units deed restricted for Extremely Low, Very Low, and Low Income Categories plus nine managers units. The three projects were located at Demaree & Houston, Ben Maddox & K, and Lovers & Caldwell. These Visalia City Council Printed on 4/26/2024Page 3 of 5
powered by Legistar™
823
File #: 24-0060 Agenda Date: 3/18/2024 Agenda #: 11.
projects were located at Demaree & Houston, Ben Maddox & K, and Lovers & Caldwell. These projects do not appear in Table A because their entitlement applications were deemed complete in the prior calendar year.
- Multi-Family Residential. The 12 multi-family units that were issued permits are classified as affordable to the Low Income category based on the density of the units’underlying zone district. The units are associated with the Village at Shannon Parkway apartment complex located at Shannon Parkway & Court Street, which in 2022 had permits issued for the balance of the project (i.e., 204 units).
- Deed Restricted Affordability. There were no permits issued in 2023 for deed restricted units. - Single-Family Residential - Very Low Income Affordability. A total of 14 accessory dwelling units (ADUs) were issued permits classified as affordable to the Very Low Income category based on total valuation of the permit and number of bedrooms. - Single-Family Residential - Low Income Affordability. A total of four ADUs were issued permits classified as affordable to the Low Income category based on total valuation of the permit and number of bedrooms.
- Single-Family Residential - Moderate & Above Moderate Affordability. A total of three ADUs and 152 single-family residences are classified as affordable to the Moderate Income category, and one ADU and 165 single-family residences are classified as affordable to the Above Moderate Income category, based on total valuation of the permit and number of bedrooms.
- Affordability Determination. Like in previous reporting years, affordability in the 2023 reporting year was determined based on an affordability calculator made available by State HCD through their website.
Table B: Regional Housing Needs Assessment (RHNA) Compliance:
There were no discretionary actions that affected the City’sRHNA obligations. Consequently, the RHNA remains in compliance with the Housing Element and State law.
Table D: Housing Element Implementation:
There were no program accomplishments that involved changes to the City’sZoning Ordinance in 2023. There were several outreach and financial accomplishments that took place in 2023.
The City held 3 public hearings and 2 community meetings covering CDBG, HOME, and NSP funded programs, which included affordable housing programs (Program 1.5 - Housing Education; Program 3.7 - Inform Public).
Maps illustrating the City’sinfill site inventory were updated in October 2023 (Program 2.1 - Infill Site Inventory).
Rancho Colegio (80 units) and Demaree Apartments (220 units), new construction affordable housing projects, were awarded Low-Income Tax Credits (Program 3.4 - Low Income Tax Credits).
The City awarded an additional $425,000 in LMIHAF to the Majestic Gardens project for the development of permanent housing for extremely-low income households at 30% AMI or lower (Program 3.18 - Targeting Extremely Low Income Developments).
The City provided $118,000 in PLHA funds for a Seasonal Emergency Low-Barrier Shelter (Warming Center), and $263,795 for a transitional bridge housing project called Eden House for Visalia City Council Printed on 4/26/2024Page 4 of 5
powered by Legistar™
824
File #: 24-0060 Agenda Date: 3/18/2024 Agenda #: 11.
(Warming Center), and $263,795 for a transitional bridge housing project called Eden House for people experiencing homelessness. The City also provided an additional $1,129,275 in CDBG funds for the development of a 100-bed Low-Barrier Navigation Center. (Program 5.2 - Homeless Shelter Program).
The City provided HOME funds for the development of 5 single-family homes. One of the homes was fully accessible and 4 homes were ADA adaptable (Program 5.8 - Housing for Persons with Developmental Disabilities).
Fiscal Impact:
None. However, failure to submit the report in a timely manner exposes the City to risk of being ineligible for future State housing grant opportunities.
Prior Council Action: The mid-cycle or four-year update to the 5th Cycle Housing Element (from which the Implementation Programs in Table D of the APR are reviewed) was approved by the City Council on December 3, 2019. On March 20, 2023, the City Council received the 2022 Housing Element Annual Progress Report and authorized staff to submit the report to the State Department of Housing and Community Development (HCD).
Other: None.
Alternatives: Direct revisions to the report and submit by April 1st, and/or report back to the City Council with additional information as directed.
Recommended Motion (and Alternative Motions if expected):
I move to accept the report and direct staff to forward the final report to the State Department of Housing and Community Development.
Environmental Assessment Status: Exempt pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15306 (Information Collection).
CEQA Review: Exempt pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15306 (Information Collection).
Attachments: 2023 Annual Progress Report
Visalia City Council Printed on 4/26/2024Page 5 of 5
powered by Legistar™
825
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining
2 3 4 6 7 8 9
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total PROPOSED
Units by Project
Total
APPROVED
Units by project
Total
DISAPPROVED
Units by Project
Please select
streamlining
provision/s the
application was
submitted
pursuant to.
Did the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Summary Row: Start Data Entry Below 117 168 17 33 0 215 1328 1878 1878 0 87330040 4545 W. Noble Ave. Majestic Inn Conversion SPR23024 5+ R 06/07/2023 42 42 42 NONE No 101141002 Noble & Velie Noble Development SPR23079 SFD R 06/14/2023 4 4 4 NONE No 123350001 1240 E. K Ave. Crecia Plaugher Development SPR23109 2 to 4 R 07/26/2023 18 18 18 NONE No 119050046 Linwood & Mary Jesus Gutierrez Development SPR23154 2 to 4 R 09/27/2023 8 8 8 NONE No 91144005 1424 N. Bridge St. Gilbert Rivas Project SPR23156 SFD R 10/04/2023 1 1 1 NONE No 79071030 Dinuba & Glendale SEC Colegio West SPR23157 5+ R 12/06/2023 75 17 2 94 94 NONE No 77050006 77050018 Linwood & Shannon CUP 2022-05 SPR22079 5+ R 10/06/2023 168 168 168 NONE No 95120082 2105 W. Tulare Ave. CUP 2023-34 CUP23034 SFD O 09/26/2023 1 1 1 NONE No 94041006 201 NW 3rd Ave TPM 2022-07/CUP-2022-30 SPR22077 SFA O 01/03/2023 4 4 4 NONE No 94055003 110 NW 5th Ave TPM 2023-03 SPR23032 SFD O 04/13/2023 1 1 1 NONE No 77050019 Demaree & Pratt Belissa Residential Community TSM #5587 SPR21116 SFD O 10/06/2023 150 159 309 309 NONE No 77100108 Shirk & Riggin Careton Acres TSM #5590 SPR22073 SFD O 05/04/2023 375 375 375 NONE No 78010025 Mooney & Pratt Pratt Family Ranch TSM #5583 SPR20204 SFD O 05/15/2023 60 184 244 244 NONE No 119022041 Roeben & Whitendale Barr & Wood TSM #5588 SPR20193 SFD O 04/26/2023 136 136 136 NONE No 81030080 Road 88 near Goshen Shepherds Ranch II TSM #5589 SPR21229 SFD O 05/15/2023 200 200 200 NONE No 127030038 McAuliff & Cherry Pearl Woods TSM #5591 SPR21224 SFD O 04/04/2023 273 273 273 NONE No 85130002 125 S. Crenshaw Ave. Crenshaw TSM #5595 SPR22028 SFD O 02/14/2024 34 34 34 NONE No 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bo Applica
10 Housing Development Applications Submitted
826
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Table A2
Streamlining Infill Housing without Financial Assistance or Deed Restrictions Term of Affordability or Deed Restriction Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Entitlement
Date Approved # of Units issued
Entitlements
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Building Permits
Date Issued
# of Units Issued
Building Permits
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
How many of
the units were
Extremely Low
Income?
Please select the streamlining
provision the project was
APPROVED pursuant to. (may
select multiple)
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select multiple
see instructions)
For units affordable without financial assistance or deed restrictions, explain how the locality determined the units were affordable (see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)+
Number of
Demolished/Destroyed
Units
Demolished or
Destroyed Units
Demolished/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 372 168 609 42 0 215 1362 2768 0 14 0 16 0 156 165 351 48 20 22 240 0 265 166 761 179 3 77660021 Demaree St & Houston Ave Conditional Use Permit #2022-21 SPR22063 5+ R 66 154 2 01/09/2023 222 0 0 22 NONE Y LIHTC Other Managers units of deed-restricted apartment complex. Affordable to Low based on density range of RHD & analysis in Housing Element. 55 1 Demolished R 126120065 Ben Maddox Way & K Ave Conditional Use Permit #2022-23 SPR22065 5+ R 87 202 3 01/09/2023 292 0 0 29 NONE Y LIHTC Other Managers units of deed-restricted apartment complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 55 126850029 Lovers Lane & Caldwell Ave Conditional Use Permit #2022-25 SPR22111 5+ R 102 236 4 01/23/2023 342 0 0 34 NONE Y LIHTC Other Managers units of deed-restricted apartment complex. Affordable to Low based on density range of CMU & analysis in Housing Element. 55 87330040 4545 W. Noble Ave. Majestic Inn Conversion SPR23024 5+ R 42 06/07/2023 42 0 0 42 NONE Y HKEY Other 55 Other funding sources are HOME, RDA, HHAP, and HHIP 101141002 Noble & Velie Noble Development SPR23079 SFD R 4 06/14/2023 4 0 0 NONE Y Three detached units with ADU in R-M-2 Zone. Affordable to Low based on density range of RMD & analysis in Housing Element. 123350001 1240 E. K Ave. Crecia Plaugher Development SPR23109 2 to 4 R 18 07/26/2023 18 0 0 NONE Y Nine duplex units in R-M-2 Zone. Affordable to Low based on density range of RMD & analysis in Housing Element. 119050046 Linwood & Mary Jesus Gutierrez Development SPR23154 2 to 4 R 8 09/27/2023 8 0 0 NONE Y Four duplex units in R-M-2 Zone. Affordable to Low based on density range of RMD & analysis in Housing Element. 91144005 1424 N. Bridge St. Gilbert Rivas Project SPR23156 SFD R 1 10/04/2023 1 0 0 NONE Y One detached residence on site with three existing SFDs in R-M-2 Zone. Affordable to Low based on density range of RMD & analysis in Housing Element. 79071030 Dinuba & Glendale SEC Colegio West SPR23157 5+ R 75 17 2 12/06/2023 94 0 0 42 AB 2011 (2022) Y Sec 811 Other Managers units of deed-restricted apartment complex. Affordable to Low based on density range of CMU & analysis in Housing Element. 50 2 Demolished R 77050006 77050018 Linwood & Shannon CUP 2022-05 SPR22079 5+ R 168 11/13/2023 168 0 0 NONE N Apartment complex in R-M-3 Zone. Affordable to Very Low based on density range of RHD & analysis in Housing Element. 95120082 2105 W. Tulare Ave. CUP 2023-34 CUP23034 SFD O 1 12/23/2023 1 0 0 NONE Y 94041006 201 NW 3rd Ave TPM 2022-07/CUP-2022-30 SPR22077 SFA O 4 01/23/2023 4 0 0 NONE Y Single-family residences in R-M-3 Zone. Affordable to Moderate based on comparrison to existing single-family residences in surrounding vicinity & analysis in Housing Element. 94055003 110 NW 5th Ave TPM 2023-03 SPR23032 SFD O 1 05/22/2023 1 0 0 NONE Y Single-family residence in R-M-3 Zone. Affordable to Moderate based on comparrison to existing single-family residences in surrounding vicinity & analysis in Housing Element. 77050019 Demaree & Pratt Belissa Residential Community TSM #5587 SPR21116 SFD O 150 159 11/13/2023 309 0 0 NONE N Single-family residences in R-M-2 Zone. Affordable to Moderate based on comparrison to existing single-family residences in surrounding vicinity & analysis in Housing Element. 77100108 Shirk & Riggin Careton Acres TSM #5590 SPR22073 SFD O 375 09/11/2023 375 0 0 NONE N 78010025 Mooney & Pratt Pratt Family Ranch TSM #5583 SPR20204 SFD O 60 184 08/14/2023 244 0 0 NONE N Single-family residences in R-M-2 Zone. Affordable to Moderate based on comparrison to existing single-family residences in surrounding vicinity & analysis in Housing Element. 119022041 Roeben & Whitendale Barr & Wood TSM #5588 SPR20193 SFD O 136 06/26/2023 136 0 0 NONE N 81030080 Road 88 near Goshen Shepherds Ranch II TSM #5589 SPR21229 SFD O 200 06/26/2023 200 0 0 NONE Y 127030038 McAuliff & Cherry Pearl Woods TSM #5591 SPR21224 SFD O 273 06/12/2023 273 0 0 NONE N 85130002 125 S. Crenshaw Ave. Crenshaw TSM #5595 SPR22028 SFD O 34 04/10/2023 34 0 0 NONE Y 079071033 410 E SHANNON PKWY, UNIT 101 Village at Shannon Way B226526 5+ R 0 12 01/03/2023 12 0 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740006 6614 W DOE AVE Shirk & Doe Apartments B196109 5+ R 0 0 8 09/19/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740009 6644 W DOE AVE Shirk & Doe Apartments B196133 5+ R 0 0 8 09/20/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740001 6534 W DOE AVE Shirk & Doe Apartments B196097 5+ R 0 0 12 09/22/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740002 6504 W DOE AVE Shirk & Doe Apartments B196098 5+ R 0 0 12 09/26/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740003 6424 W DOE AVE Shirk & Doe Apartments B196099 5+ R 0 0 12 10/09/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740010 6404 W DOE AVE Shirk & Doe Apartments B196100 5+ R 0 0 12 10/10/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740012 6348 W DOE AVE Shirk & Doe Apartments B200357 5+ R 0 0 12 10/13/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740011 6324 W DOE AVE Shirk & Doe Apartments B196102 5+ R 0 0 12 10/18/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077530066 6304 W DOE AVE Shirk & Doe Apartments B196103 5+ R 0 0 12 10/23/2023 12 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740008 6804 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196132 5+ R 0 0 8 12/12/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740007 6816 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196131 5+ R 0 0 8 12/19/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740004 6814 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196107 5+ R 0 0 8 12/19/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077740005 6806 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196108 5+ R 0 0 8 12/19/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077750001 6824 W DOE AVE Shirk & Doe Apartments B196130 5+ R 0 0 8 12/21/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077750001 6826 W DOE AVE Shirk & Doe Apartments B196106 5+ R 0 0 8 12/21/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077750001 6836 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196129 5+ R 0 0 8 12/22/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077750001 6834 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196105 5+ R 0 0 8 12/22/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 077750001 6844 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196128 5+ R 0 0 8 12/29/2023 8 NONE Y Apartment building in R-M-2 Zone, part of 200-unit complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 087060009 616 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215535 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060008 622 S CINDY ST Myrtle Avenue Senior Apartments B215537 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060008 623 S JULIEANNE ST Myrtle Avenue Senior Apartments B215538 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060009 626 S JULIEANNE ST Myrtle Avenue Senior Apartments B215539 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060008 633 S JULIEANNE ST Myrtle Avenue Senior Apartments B215540 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060010 627 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215541 2 to 4 R 0 0 2 11/30/2023 2 2 NONE Y LIHTC Other 55 0 087060009 634 S JULIEANNE ST Myrtle Avenue Senior Apartments B215542 2 to 4 R 0 0 2 11/30/2023 2 2 NONE Y LIHTC Other 55 0 087060009 637 S PRIDE ST Myrtle Avenue Senior Apartments B215543 2 to 4 R 0 0 2 11/30/2023 2 2 NONE Y LIHTC Other 55 0 087060009 640 S JULIEANNE ST Myrtle Avenue Senior Apartments B215544 SFD R 0 0 1 11/30/2023 1 1 NONE Y LIHTC Other 55 0 087060008 641 S JULIEANNE ST Myrtle Avenue Senior Apartments B215548 SFD R 0 0 1 12/01/2023 1 0 NONE Y LIHTC Other 55 0 087060010 4153 W KAWEAH AVE Myrtle Avenue Senior Apartments B215550 SFD R 0 0 1 11/30/2023 1 0 NONE Y LIHTC Other 55 0 087060009 4208 W KAWEAH AVE Myrtle Avenue Senior Apartments B215551 SFD R 0 0 1 11/30/2023 1 0 NONE Y Managers unit of deed-restricted senior apartment complex. Affordable to Low based on density range of RMD & analysis in Housing Element. 0 087060007 4254 W KAWEAH AVE Myrtle Avenue Senior Apartments B215552 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060008 632 S CINDY ST Myrtle Avenue Senior Apartments B215571 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060009 620 S JULIEANNE ST Myrtle Avenue Senior Apartments B215577 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060009 621 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215579 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060007 623 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215582 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060010 624 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215583 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060007 629 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215584 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060010 630 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215586 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060007 635 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215587 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060010 638 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215588 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060007 643 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215589 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060008 644 S CINDY ST, UNIT 101 Myrtle Avenue Senior Apartments B215590 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060009 645 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215591 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 087060010 646 S PRIDE ST, UNIT 101 Myrtle Avenue Senior Apartments B215596 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060009 4212 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215597 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060009 4218 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215598 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060009 4228 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215599 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060009 4238 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215601 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060010 4140 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215603 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060007 4318 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215604 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060007 4324 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215605 2 to 4 R 0 0 2 12/01/2023 2 0 NONE Y LIHTC Other 55 0 087060007 4248 W KAWEAH AVE, UNIT 101 Myrtle Avenue Senior Apartments B215607 2 to 4 R 0 0 2 11/22/2023 2 0 NONE Y LIHTC Other 55 0 087060009 617 S JULIEANNE ST, UNIT 101 Myrtle Avenue Senior Apartments B216003 2 to 4 R 0 0 2 11/30/2023 2 0 NONE Y LIHTC Other 55 0 101360055 514 S SUMMIT ST, UNIT 103 Wood Ranch Unit 3 B195715 2 to 4 R 0 0 3 08/21/2023 3 NONE Y Affordable to Low based on density range within an approved PUD development & analysis in Housing Element. 101360054 518 S SUMMIT ST, UNIT 103 Wood Ranch Unit 3 B195716 2 to 4 R 0 0 3 08/21/2023 3 NONE Y Affordable to Low based on density range within an approved PUD development & analysis in Housing Element. 101360057 506 S SUMMIT ST, UNIT 103 Wood Ranch Unit 3 B195713 2 to 4 R 0 0 3 09/06/2023 3 NONE Y Affordable to Low based on density range within an approved PUD development & analysis in Housing Element. 101360056 510 S SUMMIT ST, UNIT 103 Wood Ranch Unit 3 B195714 2 to 4 R 0 0 3 09/12/2023 3 NONE Y Affordable to Low based on density range within an approved PUD development & analysis in Housing Element. 101360064 418 S SUMMIT ST, UNIT 104 Wood Ranch Unit 3 B200157 2 to 4 R 0 0 4 12/13/2023 4 NONE Y Affordable to Low based on density range within an approved PUD development & analysis in Housing Element. 126980027 3940 S BURKE ST Diamond Oaks MFR B196091 2 to 4 R 0 0 2 01/04/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980028 3924 S BURKE ST Diamond Oaks MFR B196080 2 to 4 R 0 0 2 01/04/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980029 3908 S BURKE ST Diamond Oaks MFR B196088 2 to 4 R 0 0 2 01/12/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980030 3844 S BURKE ST Diamond Oaks MFR B196078 2 to 4 R 0 0 2 03/03/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980031 3834 S BURKE ST Diamond Oaks MFR B196086 2 to 4 R 0 0 2 03/09/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126990019 3814 S BURKE ST Diamond Oaks MFR B196082 2 to 4 R 0 0 2 03/27/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126990020 3804 S BURKE ST Diamond Oaks MFR B196074 2 to 4 R 0 0 2 03/27/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980032 3824 S BURKE ST Diamond Oaks MFR B196076 2 to 4 R 0 0 2 04/06/2023 2 NONE N Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 100200003 2841 E PARADISE AVE, UNIT 101 Eastgate Manor B213274 2 to 4 R 0 0 2 06/12/2023 2 NONE Y Duplex in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970076 4437 S SILVERVALE ST Southern Highlands B195959 2 to 4 R 0 0 4 07/06/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970075 4445 S SILVERVALE ST Southern Highlands B195963 2 to 4 R 0 0 4 07/06/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970077 4429 S SILVERVALE ST Southern Highlands B195961 2 to 4 R 0 0 4 07/10/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970074 4421 S SILVERVALE ST Southern Highlands B195962 2 to 4 R 0 0 4 08/16/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970073 4413 S SILVERVALE ST Southern Highlands B195965 2 to 4 R 0 0 4 08/16/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 126970072 4405 S SILVERVALE ST Southern Highlands B195964 2 to 4 R 0 0 4 08/17/2023 4 NONE N Fourplex in R-M-2 Zone, part of 48-unit PUD. Affordable to Low based on density range of RMD & analysis in Housing Element. 091072018 1235 E SWEET AVE, UNIT 101 Parcel Map 544 B226652 2 to 4 O 0 2 06/29/2023 2 0 SB 9 (2021) - Residential Lot Split Y SFD & ADU in R-1 Zone. Affordable to Moderate based on density range of RLD & analysis in Housing Element. 087285021 5111 W DARTMOUTH AVE, UNIT 101 B226505 ADU R 0 1 03/10/2023 1 1 06/27/2023 1 1 NONE Y 1-bedroom, $20000 price, affordable to Extremely Low 098340008 2347 E GOSHEN AVE B226671 ADU R 0 1 04/24/2023 1 0 1 NONE Y 1-bedroom, $20000 price, affordable to Extremely Low 078150042 3222 W NEWTON AVE, UNIT 101 B231502 ADU R 0 1 05/03/2023 1 1 05/04/2023 1 1 NONE Y 1-bedroom, $20000 price, affordable to Extremely Low 100280011 1047 S PINKHAM ST, UNIT 101 B224943 ADU R 0 0 1 06/08/2023 1 0 NONE Y 1-bedroom, $23757.24 price, affordable to Extremely Low 090201005 1901 N GIDDINGS ST, UNIT 102 B226527 ADU R 0 1 01/31/2023 1 1 12/28/2023 1 0 NONE Y 2-bedroom, $70915.36 price, affordable to Very Low 090250074 2710 N WILLIS ST B223153 ADU R 0 1 02/21/2023 1 1 11/09/2023 1 0 NONE Y 1-bedroom, $58086.45 price, affordable to Very Low 089190001 420 N DEMAREE ST B224602 ADU R 0 1 03/22/2023 1 1 11/28/2023 1 0 NONE Y 1-bedroom, $57017.38 price, affordable to Very Low 122072001 2350 S DOLLNER ST, UNIT 102 B225448 ADU R 0 1 04/07/2023 1 0 0 NONE Y 1-bedroom, $30000 price, affordable to Very Low 093053001 1206 N PARK ST B226829 ADU R 0 1 04/20/2023 1 0 0 NONE Y 2-bedroom, $56000 price, affordable to Very Low 100114001 750 S GODDARD ST B231192 ADU R 0 1 05/09/2023 1 1 10/18/2023 1 0 NONE Y 1-bedroom, $40000 price, affordable to Very Low 096092004 1103 W WESTCOTT AVE B226777 ADU R 0 1 06/01/2023 1 1 07/11/2023 1 0 NONE Y 1-bedroom, $64939.56 price, affordable to Very Low 095134023 2323 W CAMBRIDGE AVE, UNIT 101 B230778 ADU R 0 1 07/11/2023 1 0 0 NONE Y 2-bedroom, $50000 price, affordable to Very Low 093022006 825 N DIVISADERO ST, #102 B233566 ADU R 0 1 10/30/2023 1 0 0 NONE Y 1-bedroom, $51951.65 price, affordable to Very Low 121352017 2546 W VICTOR CT, UNIT 101 B233955 ADU R 0 1 11/09/2023 1 0 0 NONE Y 1-bedroom, $64939.56 price, affordable to Very Low 096115002 701 S CONYER ST B234155 ADU R 0 1 11/21/2023 1 0 0 NONE Y 1-bedroom, $64939.56 price, affordable to Very Low 095190028 3134 W IRIS AVE B222695 ADU R 0 0 1 04/10/2023 1 NONE Y 2-bedroom, $75000 price, affordable to Very Low 087142024 3836 W CAMBRIDGE AVE B223195 ADU R 0 0 1 07/31/2023 1 NONE Y 1-bedroom, $57017.38 price, affordable to Very Low 097072012 624 S CHURCH ST B212811 ADU R 0 0 1 08/03/2023 1 NONE Y 1-bedroom, $44426.04 price, affordable to Very Low 095183011 3014 W ROYAL OAKS DR B222951 ADU R 0 1 01/11/2023 1 1 03/28/2023 1 NONE Y 1-bedroom, $69518.73 price, affordable to Low 093113009 1017 N CONYER ST, UNIT 102 B231648 ADU R 0 1 06/22/2023 1 1 09/06/2023 1 NONE Y 1-bedroom, $91564.78 price, affordable to Low 091172040 1920 N ENCINA ST, UNIT 102 B233179 ADU R 0 1 10/11/2023 1 0 NONE Y 1-bedroom, $80038.01 price, affordable to Low 094353011 513 N ENCINA ST B231329 ADU R 0 1 12/21/2023 1 0 NONE Y 1-bedroom, $70000 price, affordable to Low 078150019 3309 W TAYLOR AVE B222662 ADU R 0 0 1 04/14/2023 1 NONE Y 1-bedroom, $91465.37 price, affordable to Low 101170013 1715 S CRUMAL ST B225839 ADU R 0 0 1 04/19/2023 1 NONE Y 1-bedroom, $70204.91 price, affordable to Low 085111009 4412 W SCHOOL AVE B210482 ADU R 0 0 1 12/21/2023 1 NONE Y 1-bedroom, $76893.84 price, affordable to Low 123172027 137 W WESTWOOD DR B231566 ADU R 0 1 06/26/2023 1 1 12/19/2023 1 NONE Y 1-bedroom, $103903.3 price, affordable to Moderate 085660012 6308 W BURREL CT B233191 ADU R 0 1 08/17/2023 1 0 NONE Y 2-bedroom, $151810.65 price, affordable to Moderate 098090002 2720 E MAJORS AVE B220643 ADU R 0 0 1 02/17/2023 1 NONE Y 3-bedroom, $172337.36 price, affordable to Moderate 095081011 2412 W CAMPUS AVE B196149 ADU R 0 0 1 04/25/2023 1 NONE Y 2-bedroom, $170838.13 price, affordable to Moderate 100200003 2845 E PARADISE AVE B213657 ADU R 0 0 1 06/19/2023 1 NONE Y 3-bedroom, $173520.44 price, affordable to Moderate 085370012 5527 W PERSHING B226830 ADU R 0 1 09/26/2023 1 0 NONE Y 3-bedroom, $400000 price, affordable to Above Moderate 094053023 101 NW 5TH AVE Auginbaugh Addition B195745 SFD O 0 0 1 04/05/2023 1 NONE Y HOME Other Affordability based on deed restriction associated with secondary financing secured against each lot. 30 094053018 113 NW 5TH AVE Auginbaugh Addition B195746 SFD O 0 0 1 04/05/2023 1 NONE Y HOME Other Affordability based on deed restriction associated with secondary financing secured against each lot. 45 094053021 105 NW 5TH AVE Auginbaugh Addition B195748 SFD O 0 0 1 04/05/2023 1 NONE Y HOME Other Affordability based on deed restriction associated with secondary financing secured against each lot. 30 094053019 111 NW 5TH AVE Auginbaugh Addition B195749 SFD O 0 0 1 04/17/2023 1 NONE Y HOME Other Affordability based on deed restriction associated with secondary financing secured against each lot. 45 094053024 1113 N COURT ST Auginbaugh Addition B195750 SFD O 0 0 1 04/17/2023 1 NONE Y HOME Other Affordability based on deed restriction associated with secondary financing secured against each lot. 45 126990020 3808 S BURKE ST Diamond Oaks MFR B196075 SFD R 0 0 1 03/27/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980032 3828 S BURKE ST Diamond Oaks MFR B196077 SFD R 0 0 1 04/06/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980030 3848 S BURKE ST Diamond Oaks MFR B196079 SFD R 0 0 1 03/03/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980028 3928 S BURKE ST Diamond Oaks MFR B196081 SFD R 0 0 1 01/04/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126990019 3818 S BURKE ST Diamond Oaks MFR B196084 SFD R 0 0 1 03/27/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980031 3838 S BURKE ST Diamond Oaks MFR B196087 SFD R 0 0 1 03/09/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980029 3912 S BURKE ST Diamond Oaks MFR B196090 SFD R 0 0 1 01/12/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126980027 3944 S BURKE ST Diamond Oaks MFR B196093 SFD R 0 0 1 01/04/2023 1 NONE N Single unit in R-M-2 Zone on lot containing 3 units total. Affordable to Low based on density range of RMD & analysis in Housing Element. 126590084 2827 S CAIN ST Maddox @ Caldwell 7 B222044 SFD O 0 0 1 01/18/2023 1 NONE Y 4-bedroom, $122405.53 price, affordable to Low 100740047 2308 E MONTE VERDE CT Vista Del Sol B226689 SFD O 0 1 01/09/2023 1 1 06/30/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 077890037 3429 N CRENSHAW CT Greystone 3 B226479 SFD O 0 1 01/09/2023 1 1 08/14/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 079360059 3738 N BRIDGE ST River Island Ranch Phase 2 B225599 SFD O 0 1 01/12/2023 1 1 09/20/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360067 3743 N BRIDGE ST River Island Ranch Phase 2 B225603 SFD O 0 1 01/12/2023 1 1 09/22/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360066 3737 N BRIDGE ST River Island Ranch Phase 2 B225605 SFD O 0 1 01/12/2023 1 1 09/27/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 077360061 3722 N BRIDGE ST River Island Ranch Phase 2 B225640 SFD O 0 1 01/12/2023 1 0 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 100740004 2832 S VIRMARGO ST Vista Del Sol B226698 SFD O 0 1 01/17/2023 1 1 08/16/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 100740005 2820 S VIRMARGO ST Vista Del Sol B226699 SFD O 0 1 01/17/2023 1 1 08/16/2023 1 NONE Y 4-bedroom, $261330.81 price, affordable to Moderate 077890044 3416 N CRENSHAW CT Greystone 3 B226686 SFD O 0 1 01/17/2023 1 1 08/29/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 077890046 4921 W BROOKE AVE Greystone 3 B226688 SFD O 0 1 01/17/2023 1 1 09/08/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 098530013 527 N TRACY ST Sequoia Bend Unit 1 B226702 SFD O 0 1 01/17/2023 1 0 NONE Y 3-bedroom, $256453.53 price, affordable to Moderate 098530014 537 N TRACY ST Sequoia Bend Unit 1 B226703 SFD O 0 1 01/17/2023 1 0 NONE Y 3-bedroom, $219823.45 price, affordable to Moderate 126020076 3433 W REESE AVE Los Pinos B224097 SFD O 0 1 01/19/2023 1 0 NONE Y 4-bedroom, $250000 price, affordable to Moderate 096212006 1041 W CAMBRIDGE AVE Salsa Pride Terrace B182209 SFD O 0 1 01/20/2023 1 0 NONE Y 3-bedroom, $273218.34 price, affordable to Moderate 127160022 3518 E HARTER AVE Quail River B225558 SFD O 0 1 01/31/2023 1 1 06/15/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 077850016 4917 W PAYSON AVE Lowery West Phase 1A B226770 SFD O 0 1 01/31/2023 1 1 09/26/2023 1 NONE Y 4-bedroom, $239556.91 price, affordable to Moderate 077850021 4932 W PAYSON AVE Lowery West Phase 1A B226772 SFD O 0 1 01/31/2023 1 1 09/26/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 077850017 4835 W PAYSON AVE Lowery West Phase 1A B226771 SFD O 0 1 01/31/2023 1 1 09/27/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 127160065 3327 E HARTER AVE Quail River B225563 SFD O 0 1 02/02/2023 1 1 07/06/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160079 3326 E HARTER AVE Quail River B225565 SFD O 0 1 02/02/2023 1 1 07/06/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160078 3338 E HARTER AVE Quail River B226197 SFD O 0 1 02/02/2023 1 1 07/13/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 127160020 3530 E HARTER AVE Quail River B225557 SFD O 0 1 02/02/2023 1 1 07/14/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160018 3600 E HARTER CT Quail River B225548 SFD O 0 1 02/02/2023 1 1 07/17/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 127160021 3524 E HARTER AVE Quail River B225568 SFD O 0 1 02/02/2023 1 1 07/18/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160023 3510 E HARTER AVE Quail River B225562 SFD O 0 1 03/15/2023 1 1 08/04/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160025 3519 E HARTER AVE Quail River B225560 SFD O 0 1 03/15/2023 1 1 08/07/2023 1 NONE Y 3-bedroom, $206204 price, affordable to Moderate 127160072 3448 E HARTER AVE Quail River B225573 SFD O 0 1 03/24/2023 1 1 08/29/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 127160075 3410 E HARTER AVE Quail River B225574 SFD O 0 1 03/24/2023 1 1 09/08/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127170054 3335 E BEECH AVE Quail River B225571 SFD O 0 1 03/24/2023 1 1 09/29/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127170002 3336 E CHERRY AVE Quail River B225569 SFD O 0 1 03/24/2023 1 1 10/05/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 123360045 2211 S EDISON ST Willow Springs Unit 2 B226551 SFD O 0 1 03/29/2023 1 0 NONE Y 3-bedroom, $250040.56 price, affordable to Moderate 123370019 1027 E SEEGER AVE Willow Springs Unit 2 B226553 SFD O 0 1 03/29/2023 1 0 NONE Y 4-bedroom, $290188.81 price, affordable to Moderate 123370039 2235 S EDISON ST Willow Springs Unit 2 B226580 SFD O 0 1 03/29/2023 1 0 NONE Y 3-bedroom, $219603.9 price, affordable to Moderate 127170055 3331 E BEECH AVE Quail River B225570 SFD O 0 1 03/31/2023 1 1 09/29/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 123520001 904 E REESE AVE Diamond Oaks Unit 2 B226691 SFD O 0 1 04/28/2023 1 1 09/08/2023 1 NONE N 4-bedroom, $230150.78 price, affordable to Moderate 101390007 1341 S PALM ST Candelas II B225576 SFD O 0 1 05/05/2023 1 1 11/27/2023 1 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390009 1353 S PALM ST Candelas II B225578 SFD O 0 1 05/05/2023 1 1 11/27/2023 1 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 101390011 1367 S PALM ST Candelas II B225606 SFD O 0 1 05/05/2023 1 1 11/27/2023 1 NONE Y 4-bedroom, $270710.96 price, affordable to Moderate 101390014 3117 E HOWARD ST Candelas II B225614 SFD O 0 1 05/08/2023 1 1 12/13/2023 1 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 101390015 3125 E HOWARD ST Candelas II B225633 SFD O 0 1 05/08/2023 1 1 12/21/2023 1 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 079360023 221 NE RIVERWAY DR River Island Ranch Phase 2 B225585 SFD O 0 1 05/10/2023 1 1 10/10/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 123520007 1020 E REESE AVE Diamond Oaks Unit 2 B226710 SFD O 0 1 05/17/2023 1 1 08/25/2023 1 NONE N 4-bedroom, $193662.94 price, affordable to Moderate 123520008 1030 E REESE AVE Diamond Oaks Unit 2 B226711 SFD O 0 1 05/17/2023 1 1 08/25/2023 1 NONE N 4-bedroom, $221282.43 price, affordable to Moderate 123520010 1050 E REESE AVE Diamond Oaks Unit 2 B226713 SFD O 0 1 05/17/2023 1 1 08/25/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520011 1104 E REESE AVE Diamond Oaks Unit 2 B226714 SFD O 0 1 05/17/2023 1 1 08/25/2023 1 NONE N 4-bedroom, $222165.06 price, affordable to Moderate 123520004 938 E REESE AVE Diamond Oaks Unit 2 B226706 SFD O 0 1 05/17/2023 1 1 08/29/2023 1 NONE N 4-bedroom, $231033.41 price, affordable to Moderate 123520005 948 E REESE AVE Diamond Oaks Unit 2 B226707 SFD O 0 1 05/17/2023 1 1 08/29/2023 1 NONE N 4-bedroom, $193662.94 price, affordable to Moderate 123520006 1010 E REESE AVE Diamond Oaks Unit 2 B226708 SFD O 0 1 05/17/2023 1 1 09/08/2023 1 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 123520002 914 E REESE AVE Diamond Oaks Unit 2 B226694 SFD O 0 1 05/17/2023 1 1 09/18/2023 1 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 123520009 1040 E REESE AVE Diamond Oaks Unit 2 B226719 SFD O 0 1 05/17/2023 1 1 09/29/2023 1 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 123520039 913 E ELKHORN AVE Diamond Oaks Unit 2 B226734 SFD O 0 1 05/23/2023 1 1 09/25/2023 1 NONE N 4-bedroom, $230150.78 price, affordable to Moderate 123520041 906 E ELKHORN AVE Diamond Oaks Unit 2 B226736 SFD O 0 1 05/23/2023 1 1 09/25/2023 1 NONE N 4-bedroom, $231033.41 price, affordable to Moderate 123520042 916 E ELKHORN AVE Diamond Oaks Unit 2 B226737 SFD O 0 1 05/23/2023 1 1 09/25/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520044 936 E ELKHORN AVE Diamond Oaks Unit 2 B226739 SFD O 0 1 05/23/2023 1 1 10/04/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520040 903 E ELKHORN AVE Diamond Oaks Unit 2 B226735 SFD O 0 1 05/23/2023 1 1 10/09/2023 1 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 123520037 937 E ELKHORN AVE Diamond Oaks Unit 2 B226732 SFD O 0 1 05/23/2023 1 1 10/10/2023 1 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 123520038 923 E ELKHORN AVE Diamond Oaks Unit 2 B226733 SFD O 0 1 05/23/2023 1 1 10/12/2023 1 NONE N 4-bedroom, $193662.94 price, affordable to Moderate 123520043 926 E ELKHORN AVE Diamond Oaks Unit 2 B226738 SFD O 0 1 05/23/2023 1 1 10/12/2023 1 NONE N 4-bedroom, $221282.43 price, affordable to Moderate 079360025 201 NE RIVERWAY DR River Island Ranch Phase 2 B225616 SFD O 0 1 05/23/2023 1 1 10/23/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 123520036 947 E ELKHORN AVE Diamond Oaks Unit 2 B226731 SFD O 0 1 05/23/2023 1 1 10/31/2023 1 NONE N 4-bedroom, $231033.41 price, affordable to Moderate 101390019 3205 E HOWARD ST Candelas II B225638 SFD O 0 1 05/25/2023 1 1 12/22/2023 1 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390020 3215 E HOWARD ST Candelas II B225649 SFD O 0 1 05/25/2023 1 0 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 098530001 542 N OMALLEY CT Sequoia Bend Unit 1 B226834 SFD O 0 1 05/30/2023 1 1 10/04/2023 1 NONE Y 4-bedroom, $256831.66 price, affordable to Moderate 098530004 1820 E MURRAY AVE Sequoia Bend Unit 1 B226837 SFD O 0 1 05/30/2023 1 1 10/04/2023 1 NONE Y 3-bedroom, $219823.45 price, affordable to Moderate 098530002 532 N OMALLEY CT Sequoia Bend Unit 1 B226835 SFD O 0 1 05/30/2023 1 1 10/05/2023 1 NONE Y 3-bedroom, $185199.85 price, affordable to Moderate 098530005 1826 E MURRAY AVE Sequoia Bend Unit 1 B226838 SFD O 0 1 05/30/2023 1 1 10/10/2023 1 NONE Y 3-bedroom, $256594.08 price, affordable to Moderate 098530006 1834 E MURRAY AVE Sequoia Bend Unit 1 B226839 SFD O 0 1 05/30/2023 1 1 10/10/2023 1 NONE Y 3-bedroom, $211346.49 price, affordable to Moderate 098530003 522 N OMALLEY CT Sequoia Bend Unit 1 B226836 SFD O 0 1 05/30/2023 1 1 10/12/2023 1 NONE Y 3-bedroom, $211346.49 price, affordable to Moderate 079360034 144 NE NEWTON DR River Island Ranch Phase 2 B225648 SFD O 0 1 06/01/2023 1 1 09/27/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360043 334 E NEWTON AVE River Island Ranch Phase 2 B225597 SFD O 0 1 06/01/2023 1 1 09/29/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360041 316 E NEWTON AVE River Island Ranch Phase 2 B225655 SFD O 0 1 06/01/2023 1 1 10/27/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360027 135 NE RIVERWAY DR River Island Ranch Phase 2 B225620 SFD O 0 1 06/01/2023 1 1 10/30/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360028 127 NE RIVERWAY DR River Island Ranch Phase 2 B225622 SFD O 0 1 06/01/2023 1 1 10/30/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360063 3717 N BRIDGE ST River Island Ranch Phase 2 B225647 SFD O 0 1 06/01/2023 1 1 10/30/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360030 111 NE RIVERWAY DR River Island Ranch Phase 2 B225626 SFD O 0 1 06/01/2023 1 1 11/02/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079340094 3825 N LOCUST ST River Island Ranch Phase 2 B225629 SFD O 0 1 06/01/2023 1 1 11/13/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360069 3732 N HERMOSA ST River Island Ranch Phase 2 B225658 SFD O 0 1 06/02/2023 1 1 11/06/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360071 3718 N HERMOSA ST River Island Ranch Phase 2 B225872 SFD O 0 1 06/02/2023 1 1 11/21/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360074 3721 N HERMOSA ST River Island Ranch Phase 2 B225873 SFD O 0 1 06/02/2023 1 1 11/21/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 100740059 2310 E COPPER CT Vista Del Sol B232676 SFD O 0 1 06/15/2023 1 1 12/08/2023 1 NONE Y 3-bedroom, $275733.71 price, affordable to Moderate 101390043 1349 S VELIE ST Candelas II B225660 SFD O 0 1 06/16/2023 1 0 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390039 1344 S VELIE ST Candelas II B225664 SFD O 0 1 06/16/2023 1 0 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 101390046 1331 S VELIE ST Candelas II B225849 SFD O 0 1 06/16/2023 1 0 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Demolished/Destroyed UnitsProject Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 827
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Note: "+" indicates an optional field
123360042 1203 E HARTER DR Willow Springs Unit 2 B226547 SFD O 0 1 06/16/2023 1 0 NONE Y 3-bedroom, $219603.9 price, affordable to Moderate 079360076 3735 N HERMOSA ST River Island Ranch Phase 2 B225659 SFD O 0 1 06/19/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079340095 3815 N LOCUST ST River Island Ranch Phase 2 B225630 SFD O 0 1 06/19/2023 1 1 11/14/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360019 315 E RIVERWAY AVE River Island Ranch Phase 2 B225876 SFD O 0 1 06/20/2023 1 0 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360075 3727 N HERMOSA ST River Island Ranch Phase 2 B225870 SFD O 0 1 06/21/2023 1 1 11/13/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360073 3713 N HERMOSA ST River Island Ranch Phase 2 B225874 SFD O 0 1 06/21/2023 1 1 12/01/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 098530033 1909 E MURRAY AVE Sequoia Bend Unit 1 B232689 SFD O 0 1 06/23/2023 1 1 12/04/2023 1 NONE Y 3-bedroom, $253418.34 price, affordable to Moderate 098530007 1840 E MURRAY AVE Sequoia Bend Unit 1 B226840 SFD O 0 1 07/07/2023 1 1 10/24/2023 1 NONE Y 3-bedroom, $185199.85 price, affordable to Moderate 078440080 3030 N OAK PARK ST Highland Park Unit 1 B233180 SFD O 0 1 07/18/2023 1 1 12/11/2023 1 NONE Y 3-bedroom, $264602 price, affordable to Moderate 078440079 3038 N OAK PARK ST Highland Park Unit 1 B233187 SFD O 0 1 07/18/2023 1 1 12/12/2023 1 NONE Y 3-bedroom, $272984.19 price, affordable to Moderate 078440081 3022 N OAK PARK ST Highland Park Unit 1 B233182 SFD O 0 1 07/18/2023 1 1 12/14/2023 1 NONE Y 3-bedroom, $272984.19 price, affordable to Moderate 123520035 1009 E ELKHORN AVE Diamond Oaks Unit 2 B226730 SFD O 0 1 07/19/2023 1 1 11/14/2023 1 NONE N 4-bedroom, $193662.94 price, affordable to Moderate 123520046 1008 E ELKHORN AVE Diamond Oaks Unit 2 B226741 SFD O 0 1 07/19/2023 1 1 11/14/2023 1 NONE N 5-bedroom, $302781.84 price, affordable to Moderate 101390047 1323 S VELIE ST Candelas II B225850 SFD O 0 1 07/20/2023 1 0 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390038 1338 S VELIE ST Candelas II B225851 SFD O 0 1 07/20/2023 1 0 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390036 1324 S VELIE ST Candelas II B225853 SFD O 0 1 07/20/2023 1 0 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 123520034 1019 E ELKHORN AVE Diamond Oaks Unit 2 B226729 SFD O 0 1 07/26/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $230150.78 price, affordable to Moderate 098490022 1528 E FERGUSON AVE Cain Tract B221925 SFD O 0 1 07/26/2023 1 0 NONE Y 3-bedroom, $260000 price, affordable to Moderate 123520048 1026 E ELKHORN AVE Diamond Oaks Unit 2 B226744 SFD O 0 1 08/09/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $222165.06 price, affordable to Moderate 123520047 1018 E ELKHORN AVE Diamond Oaks Unit 2 B226745 SFD O 0 1 08/09/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520049 1036 E ELKHORN AVE Diamond Oaks Unit 2 B226746 SFD O 0 1 08/09/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520051 1102 E ELKHORN AVE Diamond Oaks Unit 2 B226749 SFD O 0 1 08/09/2023 1 1 01/04/2024 1 NONE N 5-bedroom, $302781.84 price, affordable to Moderate 123520054 1122 E ELKHORN AVE Diamond Oaks Unit 2 B226753 SFD O 0 1 08/09/2023 1 1 01/04/2024 1 NONE N 4-bedroom, $221282.43 price, affordable to Moderate 123360039 1129 E HARTER DR Willow Springs Unit 2 B226549 SFD O 0 1 08/09/2023 1 0 NONE Y 3-bedroom, $250040.56 price, affordable to Moderate 123360035 2212 S EDISON ST Willow Springs Unit 2 B226552 SFD O 0 1 08/09/2023 1 0 NONE Y 4-bedroom, $290188.81 price, affordable to Moderate 123370036 2236 S EDISON ST Willow Springs Unit 2 B226554 SFD O 0 1 08/09/2023 1 0 NONE Y 3-bedroom, $219603.9 price, affordable to Moderate 123520050 1046 E ELKHORN AVE Diamond Oaks Unit 2 B226747 SFD O 0 1 08/09/2023 1 0 NONE N 4-bedroom, $222165.06 price, affordable to Moderate 123520053 1116 E ELKHORN AVE Diamond Oaks Unit 2 B226750 SFD O 0 1 08/09/2023 1 0 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520055 1132 E ELKHORN AVE Diamond Oaks Unit 2 B226754 SFD O 0 1 08/09/2023 1 0 NONE N 5-bedroom, $302781.84 price, affordable to Moderate 123520056 1140 E ELKHORN AVE Diamond Oaks Unit 2 B226755 SFD O 0 1 08/09/2023 1 0 NONE N 4-bedroom, $193662.94 price, affordable to Moderate 098530044 1920 E SCHOOL AVE Sequoia Bend Unit 1 B233434 SFD O 0 1 08/14/2023 1 0 NONE Y 3-bedroom, $253418.34 price, affordable to Moderate 079360016 339 E RIVERWAY AVE River Island Ranch Phase 2 B225879 SFD O 0 1 08/16/2023 1 0 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 123520031 1049 E ELKHORN AVE Diamond Oaks Unit 2 B226726 SFD O 0 1 08/17/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $221282.43 price, affordable to Moderate 123520033 1029 E ELKHORN AVE Diamond Oaks Unit 2 B226728 SFD O 0 1 08/17/2023 1 1 12/29/2023 1 NONE N 5-bedroom, $302781.84 price, affordable to Moderate 079360015 347 E RIVERWAY AVE River Island Ranch Phase 2 B225880 SFD O 0 1 08/17/2023 1 0 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 123520030 1103 E ELKHORN AVE Diamond Oaks Unit 2 B226725 SFD O 0 1 08/24/2023 1 1 12/20/2023 1 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 123520029 1109 E ELKHORN AVE Diamond Oaks Unit 2 B226724 SFD O 0 1 08/24/2023 1 0 NONE N 5-bedroom, $311608.16 price, affordable to Moderate 078440125 1235 W SEDONA AVE Highland Park Unit 1 B233497 SFD O 0 1 08/31/2023 1 0 NONE Y 3-bedroom, $272984.19 price, affordable to Moderate 123520021 4026 S COTTA ST Diamond Oaks Unit 2 B226718 SFD O 0 1 09/19/2023 1 0 NONE N 4-bedroom, $222165.06 price, affordable to Moderate 123520023 4046 S COTTA ST Diamond Oaks Unit 2 B226723 SFD O 0 1 09/19/2023 1 0 NONE N 5-bedroom, $302781.84 price, affordable to Moderate 079360013 415 E RIVERWAY AVE River Island Ranch Phase 2 B225883 SFD O 0 1 09/22/2023 1 0 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360011 431 E RIVERWAY AVE River Island Ranch Phase 2 B225885 SFD O 0 1 09/22/2023 1 0 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360010 439 E RIVERWAY AVE River Island Ranch Phase 2 B225887 SFD O 0 1 09/22/2023 1 0 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360009 505 E RIVERWAY AVE River Island Ranch Phase 2 B225888 SFD O 0 1 09/22/2023 1 0 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360007 525 E RIVERWAY AVE River Island Ranch Phase 2 B225893 SFD O 0 1 09/22/2023 1 0 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 078440085 3031 N OAK PARK ST Highland Park Unit 1 B233981 SFD O 0 1 09/28/2023 1 0 NONE Y 3-bedroom, $264602 price, affordable to Moderate 101390049 1311 S VELIE ST Candelas II B225855 SFD O 0 1 10/05/2023 1 0 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 101390034 1312 S VELIE ST Candelas II B225858 SFD O 0 1 10/05/2023 1 0 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 123520057 1141 E CAMERON AVE Diamond Oaks Unit 2 B226756 SFD O 0 1 10/10/2023 1 0 NONE N 4-bedroom, $221282.43 price, affordable to Moderate 123520058 1133 E CAMERON AVE Diamond Oaks Unit 2 B226757 SFD O 0 1 10/10/2023 1 0 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 098530026 403 N TRACY ST Sequoia Bend Unit 1 B233990 SFD O 0 1 10/12/2023 1 0 NONE Y 3-bedroom, $253418.34 price, affordable to Moderate 098530021 501 N TRACY ST Sequoia Bend Unit 1 B234253 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $253418.34 price, affordable to Moderate 100740022 2723 S IRMA ST Vista Del Sol B234314 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $275733.71 price, affordable to Moderate 123520019 4006 S COTTA ST Diamond Oaks Unit 2 B226716 SFD O 0 1 10/25/2023 1 0 NONE N 4-bedroom, $231033.41 price, affordable to Moderate 078440094 1205 W PAYSON AVE Highland Park Unit 1 B233932 SFD O 0 1 10/25/2023 1 0 NONE Y 3-bedroom, $272984.19 price, affordable to Moderate 078440092 1143 W PAYSON AVE Highland Park Unit 1 B233946 SFD O 0 1 10/25/2023 1 0 NONE Y 3-bedroom, $272984.19 price, affordable to Moderate 123520020 4016 S COTTA ST Diamond Oaks Unit 2 B226717 SFD O 0 1 10/27/2023 1 0 NONE N 4-bedroom, $185130.83 price, affordable to Moderate 101390031 1313 S VISTA ST Candelas II B225862 SFD O 0 1 11/14/2023 1 0 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 078440113 1138 W PRESCOTT AVE Highland Park Unit 1 B234241 SFD O 0 1 11/21/2023 1 0 NONE Y 3-bedroom, $264602 price, affordable to Moderate 090081007 1703 N STEVENSON ST n/a B196092 SFD O 0 1 12/04/2023 1 0 NONE Y 4-bedroom, $301533.04 price, affordable to Moderate 091132007 1630 N BRIDGE ST Johnson Tract B224289 SFD O 0 1 12/13/2023 1 0 NONE Y 4-bedroom, $291125.07 price, affordable to Moderate 123520062 1101 E CAMERON AVE Diamond Oaks Unit 2 B234762 SFD O 0 1 12/19/2023 1 0 NONE N 3-bedroom, $277227.29 price, affordable to Moderate 123520064 1035 E CAMERON AVE Diamond Oaks Unit 2 B234768 SFD O 0 1 12/19/2023 1 0 NONE N 3-bedroom, $277227.29 price, affordable to Moderate 123460033 1016 E CAMERON AVE Diamond Oaks Unit 2 B234837 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $290769.26 price, affordable to Moderate 123460037 1106 E CAMERON AVE Diamond Oaks Unit 2 B234841 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $277227.29 price, affordable to Moderate 123460039 1120 E CAMERON AVE Diamond Oaks Unit 2 B234845 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $277227.29 price, affordable to Moderate 123460042 1142 E CAMERON AVE Diamond Oaks Unit 2 B234849 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $277227.29 price, affordable to Moderate 078440111 1202 W PRESCOTT AVE Highland Park Unit 1 B234991 SFD O 0 1 12/29/2023 1 0 NONE Y 3-bedroom, $274770.03 price, affordable to Moderate 078440110 1212 W PRESCOTT AVE Highland Park Unit 1 B234992 SFD O 0 1 12/29/2023 1 0 NONE Y 3-bedroom, $264602 price, affordable to Moderate 127160032 3518 E LAURA CT Quail River B222005 SFD O 0 0 1 01/03/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 079340045 3745 N ENCINA CT River Island Ranch Phase 1 B214467 SFD O 0 0 1 01/04/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 089590042 2313 N DUKE ST Ashley Grove Unit 13 B143159 SFD O 0 0 1 01/05/2023 1 NONE Y 4-bedroom, $281373.14 price, affordable to Moderate 127170082 2224 S CRUMAL ST Quail River B222144 SFD O 0 0 1 01/12/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 127170081 2232 S CRUMAL ST Quail River B222143 SFD O 0 0 1 01/13/2023 1 NONE Y 5-bedroom, $278286.79 price, affordable to Moderate 127150042 2231 S CRUMAL ST Quail River B222161 SFD O 0 0 1 01/13/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 126970069 3412 W GOOD AVE Southern Highlands B215531 SFD O 0 0 1 01/17/2023 1 NONE Y 3-bedroom, $270020.47 price, affordable to Moderate 126590078 1614 E COPPER CT Maddox @ Caldwell 7 B222028 SFD O 0 0 1 01/18/2023 1 NONE Y 4-bedroom, $242028.6 price, affordable to Moderate 126590080 1611 E COPPER CT Maddox @ Caldwell 7 B222032 SFD O 0 0 1 01/18/2023 1 NONE Y 4-bedroom, $201793.66 price, affordable to Moderate 126590082 1627 E COPPER CT Maddox @ Caldwell 7 B222042 SFD O 0 0 1 01/18/2023 1 NONE Y 4-bedroom, $241044.72 price, affordable to Moderate 119860067 3832 W RIALTO AVE Caldwell & Demaree Garden Unit B222506 SFD O 0 0 1 01/18/2023 1 NONE Y 3-bedroom, $208895.52 price, affordable to Moderate 079340075 3704 N COURT ST River Island Ranch Phase 1 B214480 SFD O 0 0 1 01/23/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 127150043 2227 S CRUMAL ST Quail River B222163 SFD O 0 0 1 01/23/2023 1 NONE Y 3-bedroom, $222276.92 price, affordable to Moderate 127150044 2217 S CRUMAL ST Quail River B222164 SFD O 0 0 1 01/23/2023 1 NONE Y 4-bedroom, $273975.86 price, affordable to Moderate 126970061 3423 W FLORENCE AVE Southern Highlands B220102 SFD O 0 0 1 01/25/2023 1 NONE Y 3-bedroom, $270254.73 price, affordable to Moderate 119860070 3810 W RIALTO AVE Caldwell & Demaree Garden Unit B222509 SFD O 0 0 1 01/25/2023 1 NONE Y 3-bedroom, $178803.03 price, affordable to Moderate 127160009 3611 E HARTER CT Quail River B223118 SFD O 0 0 1 01/25/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 078440062 3026 N JACOB ST Highland Park Unit 1 B221232 SFD O 0 0 1 01/26/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 127160010 3619 E HARTER CT Quail River B223085 SFD O 0 0 1 01/26/2023 1 NONE Y 3-bedroom, $246756.83 price, affordable to Moderate 079350016 3706 N CHURCH ST River Island Ranch Phase 1 B221058 SFD O 0 0 1 01/27/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 127160092 3627 E HARTER CT Quail River B223115 SFD O 0 0 1 01/27/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 127160093 3633 E HARTER CT Quail River B223116 SFD O 0 0 1 01/30/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127170083 2218 S CRUMAL ST Quail River B222147 SFD O 0 0 1 02/01/2023 1 NONE Y 3-bedroom, $246756.83 price, affordable to Moderate 078440065 3011 N JACOB ST Highland Park Unit 1 B222881 SFD O 0 0 1 02/03/2023 1 NONE Y 3-bedroom, $200883.59 price, affordable to Moderate 127150032 3149 E MARY AVE Quail River B222165 SFD O 0 0 1 02/06/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 078440067 3027 N JACOB ST Highland Park Unit 1 B222883 SFD O 0 0 1 02/07/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 078440068 3035 N JACOB ST Highland Park Unit 1 B222884 SFD O 0 0 1 02/07/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 078440069 3036 N PARKSIDE ST Highland Park Unit 1 B222887 SFD O 0 0 1 02/07/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 087110046 1044 S CHINOWTH ST n/a B211897 SFD O 0 0 1 02/08/2023 1 NONE Y 4-bedroom, $200000 price, affordable to Moderate 126970062 3413 W FLORENCE AVE Southern Highlands B220323 SFD O 0 0 1 02/09/2023 1 NONE Y 3-bedroom, $238542.13 price, affordable to Moderate 079340022 3633 N SUMMERS CT River Island Ranch Phase 1 B221060 SFD O 0 0 1 02/09/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079340035 3628 N SUMMERS CT River Island Ranch Phase 1 B221059 SFD O 0 0 1 02/10/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 078440046 1015 W PAYSON AVE Highland Park Unit 1 B221038 SFD O 0 0 1 02/13/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 127150036 3219 E MARY AVE Quail River B222174 SFD O 0 0 1 02/14/2023 1 NONE Y 3-bedroom, $246756.83 price, affordable to Moderate 078440066 3019 N JACOB ST Highland Park Unit 1 B222882 SFD O 0 0 1 02/14/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 121042003 2226 S TERRACE ST Mollan Acres B216103 SFD O 0 0 1 02/15/2023 1 NONE Y 4-bedroom, $282946.04 price, affordable to Moderate 127150034 3201 E MARY AVE Quail River B222168 SFD O 0 0 1 02/15/2023 1 NONE Y 3-bedroom, $273975.86 price, affordable to Moderate 078440008 1005 W SEDONA AVE Highland Park Unit 1 B214204 SFD O 0 0 1 02/21/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 127150033 3153 E MARY AVE Quail River B222167 SFD O 0 0 1 02/21/2023 1 NONE Y 4-bedroom, $283450.87 price, affordable to Moderate 127150038 3233 E MARY AVE Quail River B223941 SFD O 0 0 1 02/22/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 079340033 3648 N SUMMERS CT River Island Ranch Phase 1 B221061 SFD O 0 0 1 02/23/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079340032 3708 N SUMMERS CT River Island Ranch Phase 1 B221119 SFD O 0 0 1 02/23/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 123370027 1201 E SEEGER AVE Willow Springs Unit 2 B221909 SFD O 0 0 1 02/23/2023 1 NONE Y 4-bedroom, $262140.95 price, affordable to Moderate 126640075 2848 S CAIN ST Maddox @ Caldwell 7 B222035 SFD O 0 0 1 02/23/2023 1 NONE Y 4-bedroom, $298966.36 price, affordable to Moderate 126640076 2840 S CAIN ST Maddox @ Caldwell 7 B222037 SFD O 0 0 1 02/23/2023 1 NONE Y 4-bedroom, $242028.6 price, affordable to Moderate 126640077 2832 S CAIN ST Maddox @ Caldwell 7 B223841 SFD O 0 0 1 02/23/2023 1 NONE Y 4-bedroom, $201793.66 price, affordable to Moderate 127150035 3211 E MARY AVE Quail River B222173 SFD O 0 0 1 02/24/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 078440058 3017 N CREEKSIDE ST Highland Park Unit 1 B220935 SFD O 0 0 1 02/27/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 077890027 3437 N ATWOOD CT Greystone 3 B222733 SFD O 0 0 1 02/27/2023 1 NONE N 3-bedroom, $226135.69 price, affordable to Moderate 077890028 3445 N ATWOOD CT Greystone 3 B222734 SFD O 0 0 1 02/27/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 078440071 3020 N PARKSIDE ST Highland Park Unit 1 B222889 SFD O 0 0 1 02/27/2023 1 NONE Y 3-bedroom, $199576.94 price, affordable to Moderate 078440072 3012 N PARKSIDE ST Highland Park Unit 1 B222890 SFD O 0 0 1 02/27/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 126590085 2835 S CAIN ST Maddox @ Caldwell 7 B222045 SFD O 0 0 1 03/01/2023 1 NONE Y 4-bedroom, $229400 price, affordable to Moderate 100700056 2944 S VIRMARGO ST Vista Del Sol B223200 SFD O 0 0 1 03/02/2023 1 NONE Y 3-bedroom, $201533.68 price, affordable to Moderate 100700057 2932 S VIRMARGO ST Vista Del Sol B223201 SFD O 0 0 1 03/02/2023 1 NONE Y 3-bedroom, $225667.18 price, affordable to Moderate 079340024 3707 N SUMMERS CT River Island Ranch Phase 1 B221120 SFD O 0 0 1 03/06/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 127150039 3241 E MARY AVE Quail River B223937 SFD O 0 0 1 03/06/2023 1 NONE Y 4-bedroom, $278286.79 price, affordable to Moderate 127150040 3305 E MARY AVE Quail River B223938 SFD O 0 0 1 03/06/2023 1 NONE Y 5-bedroom, $278286.79 price, affordable to Moderate 127150041 3317 E MARY AVE Quail River B223940 SFD O 0 0 1 03/06/2023 1 NONE Y 3-bedroom, $246756.83 price, affordable to Moderate 079340025 3715 N SUMMERS CT River Island Ranch Phase 1 B221258 SFD O 0 0 1 03/07/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 127160076 3400 E HARTER AVE Quail River B210358 SFD O 0 0 1 03/08/2023 1 NONE Y 3-bedroom, $195964.64 price, affordable to Moderate 078440061 3034 N JACOB ST Highland Park Unit 1 B221230 SFD O 0 0 1 03/08/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 119860008 3710 W RIALTO AVE Caldwell & Demaree Garden Unit B222844 SFD O 0 0 1 03/08/2023 1 NONE Y 3-bedroom, $218936.58 price, affordable to Moderate 127160013 3638 E HARTER CT Quail River B223088 SFD O 0 0 1 03/09/2023 1 NONE Y 5-bedroom, $309741.92 price, affordable to Moderate 078450015 3042 N HALL ST Highland Park Estates B223081 SFD O 0 0 1 03/13/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 119860009 3706 W RIALTO AVE Caldwell & Demaree Garden Unit B222855 SFD O 0 0 1 03/15/2023 1 NONE Y 3-bedroom, $208895.52 price, affordable to Moderate 119860010 3702 W RIALTO AVE Caldwell & Demaree Garden Unit B222857 SFD O 0 0 1 03/15/2023 1 NONE Y 3-bedroom, $218936.58 price, affordable to Moderate 119860007 3714 W RIALTO AVE Caldwell & Demaree Garden Unit B222843 SFD O 0 0 1 03/16/2023 1 NONE Y 3-bedroom, $208895.52 price, affordable to Moderate 119860006 3718 W RIALTO AVE Caldwell & Demaree Garden Unit B223374 SFD O 0 0 1 03/16/2023 1 NONE Y 3-bedroom, $178803.03 price, affordable to Moderate 077890029 3446 N ATWOOD CT Greystone 3 B222735 SFD O 0 0 1 03/20/2023 1 NONE N 3-bedroom, $239556.91 price, affordable to Moderate 078440047 1021 W PAYSON AVE Highland Park Unit 1 B222952 SFD O 0 0 1 03/22/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 078440048 1027 W PAYSON AVE Highland Park Unit 1 B223013 SFD O 0 0 1 03/22/2023 1 NONE Y 3-bedroom, $199576.94 price, affordable to Moderate 078440076 3037 N SOWELL ST Highland Park Unit 1 B225250 SFD O 0 0 1 03/22/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 123370023 1115 E SEEGER AVE Willow Springs Unit 2 B221904 SFD O 0 0 1 03/28/2023 1 NONE Y 3-bedroom, $203772.17 price, affordable to Moderate 077890030 3440 N ATWOOD CT Greystone 3 B223191 SFD O 0 0 1 03/28/2023 1 NONE N 3-bedroom, $230393.26 price, affordable to Moderate 077890031 3432 N ATWOOD CT Greystone 3 B223192 SFD O 0 0 1 03/28/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 100700059 2908 S VIRMARGO ST Vista Del Sol B223207 SFD O 0 0 1 03/28/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 126590086 2843 S CAIN ST Maddox @ Caldwell 7 B222048 SFD O 0 0 1 03/29/2023 1 NONE Y 4-bedroom, $151500 price, affordable to Moderate 079340030 3726 N SUMMERS CT River Island Ranch Phase 1 B221112 SFD O 0 0 1 03/30/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079340027 3731 N SUMMERS CT River Island Ranch Phase 1 B221122 SFD O 0 0 1 03/30/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 091163007 1629 N COURT ST Sweet Addition B212941 SFD O 0 0 1 04/03/2023 1 NONE Y 3-bedroom, $188830.84 price, affordable to Moderate 119860001 3746 W RIALTO AVE Caldwell & Demaree Garden Unit B223375 SFD O 0 0 1 04/03/2023 1 NONE Y 3-bedroom, $218936.58 price, affordable to Moderate 119860002 3742 W RIALTO AVE Caldwell & Demaree Garden Unit B223376 SFD O 0 0 1 04/03/2023 1 NONE Y 3-bedroom, $208895.52 price, affordable to Moderate 078440049 1033 W PAYSON AVE Highland Park Unit 1 B223015 SFD O 0 0 1 04/04/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 078440050 1043 W PAYSON AVE Highland Park Unit 1 B223365 SFD O 0 0 1 04/04/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 078440051 1049 W PAYSON AVE Highland Park Unit 1 B223367 SFD O 0 0 1 04/05/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 100740042 2205 E MONTE VERDE CT Vista Del Sol B224032 SFD O 0 0 1 04/05/2023 1 NONE Y 3-bedroom, $225667.18 price, affordable to Moderate 079340020 3617 N SUMMERS CT River Island Ranch Phase 1 B221111 SFD O 0 0 1 04/06/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 078440052 1103 W PAYSON AVE Highland Park Unit 1 B223380 SFD O 0 0 1 04/06/2023 1 NONE Y 3-bedroom, $214408.62 price, affordable to Moderate 078440054 1115 W PAYSON AVE Highland Park Unit 1 B223712 SFD O 0 0 1 04/06/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 103320037 4431 E RACE AVE East Oak Estates Unit 2 B220425 SFD O 0 0 1 04/07/2023 1 NONE Y 4-bedroom, $300000.24 price, affordable to Moderate 078440041 933 W PAYSON AVE Highland Park Unit 1 B221033 SFD O 0 0 1 04/07/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 078440042 943 W PAYSON AVE Highland Park Unit 1 B221034 SFD O 0 0 1 04/07/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 078440063 3018 N JACOB ST Highland Park Unit 1 B221233 SFD O 0 0 1 04/07/2023 1 NONE Y 3-bedroom, $199576.94 price, affordable to Moderate 078440053 1107 W PAYSON AVE Highland Park Unit 1 B223369 SFD O 0 0 1 04/10/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 123370021 1043 E SEEGER AVE Willow Springs Unit 2 B221907 SFD O 0 0 1 04/11/2023 1 NONE Y 4-bedroom, $290188.81 price, affordable to Moderate 123370022 1105 E SEEGER AVE Willow Springs Unit 2 B221908 SFD O 0 0 1 04/11/2023 1 NONE Y 4-bedroom, $290188.81 price, affordable to Moderate 127160015 3626 E HARTER CT Quail River B223089 SFD O 0 0 1 04/13/2023 1 NONE Y 3-bedroom, $246756.83 price, affordable to Moderate 127160014 3634 E HARTER CT Quail River B223120 SFD O 0 0 1 04/13/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160017 3610 E HARTER CT Quail River B223125 SFD O 0 0 1 04/13/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160016 3618 E HARTER CT Quail River B223090 SFD O 0 0 1 04/17/2023 1 NONE Y 3-bedroom, $206204 price, affordable to Moderate 100740040 2227 E MONTE VERDE CT Vista Del Sol B224030 SFD O 0 0 1 04/17/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 100740041 2217 E MONTE VERDE CT Vista Del Sol B224031 SFD O 0 0 1 04/17/2023 1 NONE Y 3-bedroom, $225667.18 price, affordable to Moderate 100740038 2307 E MONTE VERDE CT Vista Del Sol B224551 SFD O 0 0 1 04/17/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 078440064 3010 N JACOB ST Highland Park Unit 1 B222059 SFD O 0 0 1 04/18/2023 1 NONE Y 3-bedroom, $222082.88 price, affordable to Moderate 077890032 3426 N ATWOOD CT Greystone 3 B223805 SFD O 0 0 1 04/20/2023 1 NONE N 4-bedroom, $239556.91 price, affordable to Moderate 077890033 3420 N ATWOOD CT Greystone 3 B223806 SFD O 0 0 1 04/20/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 123360047 1033 E HARTER DR Willow Springs Unit 2 B223827 SFD O 0 0 1 04/20/2023 1 NONE Y 4-bedroom, $261906.69 price, affordable to Moderate 123370037 2228 S EDISON ST Willow Springs Unit 2 B223617 SFD O 0 0 1 04/25/2023 1 NONE Y 4-bedroom, $240670.1 price, affordable to Moderate 100740035 2331 E MONTE VERDE CT Vista Del Sol B224554 SFD O 0 0 1 04/26/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 078440044 1007 W PAYSON AVE Highland Park Unit 1 B221036 SFD O 0 0 1 04/28/2023 1 NONE Y 3-bedroom, $200883.59 price, affordable to Moderate 077890049 5007 W BROOKE AVE Greystone 3 B224163 SFD O 0 0 1 05/01/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 077890050 5019 W BROOKE AVE Greystone 3 B224164 SFD O 0 0 1 05/01/2023 1 NONE N 3-bedroom, $239556.91 price, affordable to Moderate 079340029 3736 N SUMMERS CT River Island Ranch Phase 1 B221114 SFD O 0 0 1 05/02/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 123370020 1035 E SEEGER AVE Willow Springs Unit 2 B223688 SFD O 0 0 1 05/02/2023 1 NONE Y 4-bedroom, $299933.82 price, affordable to Moderate 123360037 1109 E HARTER DR Willow Springs Unit 2 B223933 SFD O 0 0 1 05/03/2023 1 NONE Y 4-bedroom, $240670.1 price, affordable to Moderate 123360043 1209 E HARTER DR Willow Springs Unit 2 B223932 SFD O 0 0 1 05/04/2023 1 NONE Y 4-bedroom, $240670.1 price, affordable to Moderate 078440045 1011 W PAYSON AVE Highland Park Unit 1 B221045 SFD O 0 0 1 05/08/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 078440070 3028 N PARKSIDE ST Highland Park Unit 1 B222888 SFD O 0 0 1 05/17/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 077890040 3442 N CRENSHAW CT Greystone 3 B225700 SFD O 0 0 1 05/17/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 077890041 3434 N CRENSHAW CT Greystone 3 B225702 SFD O 0 0 1 05/18/2023 1 NONE N 4-bedroom, $291148.41 price, affordable to Moderate 077890038 3435 N CRENSHAW CT Greystone 3 B225697 SFD O 0 0 1 05/23/2023 1 NONE N 3-bedroom, $239556.91 price, affordable to Moderate 103303008 3451 E GROVE AVE Kirkwood Estates Unit 3 B213968 SFD O 0 0 1 05/24/2023 1 NONE Y 4-bedroom, $202635.11 price, affordable to Moderate 103303006 3439 E GROVE AVE Kirkwood Estates Unit 3 B213970 SFD O 0 0 1 05/24/2023 1 NONE Y 3-bedroom, $172060.62 price, affordable to Moderate 103303005 3427 E GROVE AVE Kirkwood Estates Unit 3 B213971 SFD O 0 0 1 05/24/2023 1 NONE Y 4-bedroom, $207696.48 price, affordable to Moderate 127160029 3540 E LAURA CT Quail River B224689 SFD O 0 0 1 05/24/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160030 3530 E LAURA CT Quail River B224690 SFD O 0 0 1 05/24/2023 1 NONE Y 3-bedroom, $205251.73 price, affordable to Moderate 100740044 2218 E MONTE VERDE CT Vista Del Sol B225908 SFD O 0 0 1 05/31/2023 1 NONE Y 3-bedroom, $201533.68 price, affordable to Moderate 127160026 3525 E HARTER AVE Quail River B224909 SFD O 0 0 1 06/02/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 127160027 3529 E HARTER AVE Quail River B224686 SFD O 0 0 1 06/06/2023 1 NONE Y 4-bedroom, $233382.3 price, affordable to Moderate 100740043 2206 E MONTE VERDE CT Vista Del Sol B225907 SFD O 0 0 1 06/06/2023 1 NONE Y 3-bedroom, $225667.18 price, affordable to Moderate 119860003 3738 W RIALTO AVE Caldwell & Demaree Garden Unit B210828 SFD O 0 0 1 06/09/2023 1 NONE Y 2-bedroom, $218936.58 price, affordable to Moderate 077850020 4918 W PAYSON AVE Lowery West Phase 1A B190226 SFD O 0 0 1 06/13/2023 1 NONE Y 4-bedroom, $266874.85 price, affordable to Moderate 078450005 3006 N HALL ST Highland Park Estates B222238 SFD O 0 0 1 06/13/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 100740046 2242 E MONTE VERDE CT Vista Del Sol B225913 SFD O 0 0 1 06/21/2023 1 NONE Y 4-bedroom, $291148.41 price, affordable to Moderate 127160069 3411 E HARTER AVE Quail River B184170 SFD O 0 0 1 06/22/2023 1 NONE Y 4-bedroom, $258409.59 price, affordable to Moderate 127160068 3401 E HARTER AVE Quail River B184172 SFD O 0 0 1 07/03/2023 1 NONE Y 5-bedroom, $291275.02 price, affordable to Moderate 079340062 103 W TAYLOR AVE River Island Ranch Phase 1 B212593 SFD O 0 0 1 08/02/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360081 3711 N CHURCH ST River Island Ranch Phase 2 B225312 SFD O 0 0 1 08/14/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360082 3719 N CHURCH ST River Island Ranch Phase 2 B225313 SFD O 0 0 1 08/14/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360053 3740 N CLAY ST River Island Ranch Phase 2 B225354 SFD O 0 0 1 08/14/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360079 3716 N CHURCH ST River Island Ranch Phase 2 B225315 SFD O 0 0 1 08/15/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360056 3739 N CLAY ST River Island Ranch Phase 2 B225346 SFD O 0 0 1 08/15/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360050 444 E NEWTON AVE River Island Ranch Phase 2 B225361 SFD O 0 0 1 08/15/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360052 3746 N CLAY ST River Island Ranch Phase 2 B225349 SFD O 0 0 1 08/16/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 078430015 1914 W PRESCOTT CT Highland Park Estates B226355 SFD O 0 0 1 08/16/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 078440043 947 W PAYSON AVE Highland Park Unit 1 B221035 SFD O 0 0 1 08/18/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 079360078 3724 N CHURCH ST River Island Ranch Phase 2 B225317 SFD O 0 0 1 08/18/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360049 436 E NEWTON AVE River Island Ranch Phase 2 B225362 SFD O 0 0 1 08/21/2023 1 NONE N 3-bedroom, $270673.88 price, affordable to Moderate 079360083 3725 N CHURCH ST River Island Ranch Phase 2 B225318 SFD O 0 0 1 08/24/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360032 128 NE NEWTON DR River Island Ranch Phase 2 B225339 SFD O 0 0 1 09/05/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360047 420 E NEWTON AVE River Island Ranch Phase 2 B225589 SFD O 0 0 1 09/06/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 079360045 404 E NEWTON AVE River Island Ranch Phase 2 B225592 SFD O 0 0 1 09/08/2023 1 NONE N 4-bedroom, $302321.59 price, affordable to Moderate 078440073 3013 N SOWELL ST Highland Park Unit 1 B223713 SFD O 0 0 1 09/11/2023 1 NONE Y 3-bedroom, $214527.41 price, affordable to Moderate 122132052 620 W HARTER AVE San Sebastian 3 B195985 SFD O 0 0 1 09/12/2023 1 NONE Y 3-bedroom, $218476.44 price, affordable to Moderate 078440075 3029 N SOWELL ST Highland Park Unit 1 B223715 SFD O 0 0 1 09/12/2023 1 NONE Y 4-bedroom, $234875.3 price, affordable to Moderate 078440074 3021 N SOWELL ST Highland Park Unit 1 B223714 SFD O 0 0 1 09/13/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 079360033 136 NE NEWTON DR River Island Ranch Phase 2 B225340 SFD O 0 0 1 09/14/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360036 212 NE NEWTON DR River Island Ranch Phase 2 B225343 SFD O 0 0 1 09/18/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 079360037 222 NE NEWTON DR River Island Ranch Phase 2 B225582 SFD O 0 0 1 09/18/2023 1 NONE N 5-bedroom, $308519.84 price, affordable to Moderate 079360038 232 NE NEWTON DR River Island Ranch Phase 2 B225581 SFD O 0 0 1 09/25/2023 1 NONE N 3-bedroom, $237711.04 price, affordable to Moderate 078440018 1110 W PRESCOTT AVE Highland Park Unit 1 B224402 SFD O 0 0 1 10/05/2023 1 NONE Y 3-bedroom, $193440.27 price, affordable to Moderate 078440017 1118 W PRESCOTT AVE Highland Park Unit 1 B224403 SFD O 0 0 1 10/05/2023 1 NONE Y 3-bedroom, $218181.79 price, affordable to Moderate 078380068 1827 W CORVINA AVE Highland Park Estates B226360 SFD O 0 0 1 10/19/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 078450003 1601 W PAYSON AVE Highland Park Estates B222236 SFD O 0 0 1 10/20/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 101390052 1310 S PALM ST Candelas II B225458 SFD O 0 0 1 10/23/2023 1 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 078440016 1126 W PRESCOTT AVE Highland Park Unit 1 B224401 SFD O 0 0 1 10/27/2023 1 NONE Y 3-bedroom, $199576.94 price, affordable to Moderate 078440055 1123 W PAYSON AVE Highland Park Unit 1 B223710 SFD O 0 0 1 11/01/2023 1 NONE Y 3-bedroom, $218063 price, affordable to Moderate 101390001 1303 S PALM ST Candelas II B225325 SFD O 0 0 1 11/06/2023 1 NONE Y 4-bedroom, $270710.96 price, affordable to Moderate 101390003 1315 S PALM ST Candelas II B225327 SFD O 0 0 1 11/09/2023 1 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 078380067 1833 W CORVINA AVE Highland Park Estates B226359 SFD O 0 0 1 11/09/2023 1 NONE Y 3-bedroom, $257599.31 price, affordable to Moderate 078440056 1131 W PAYSON AVE Highland Park Unit 1 B223711 SFD O 0 0 1 11/14/2023 1 NONE Y 3-bedroom, $200883.59 price, affordable to Moderate 101390056 1336 S PALM ST Candelas II B225330 SFD O 0 0 1 11/14/2023 1 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 828
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Note: "+" indicates an optional field
101390004 1321 S PALM ST Candelas II B225331 SFD O 0 0 1 11/14/2023 1 NONE Y 4-bedroom, $269970.31 price, affordable to Moderate 101390055 1330 S PALM ST Candelas II B225329 SFD O 0 0 1 11/16/2023 1 NONE Y 3-bedroom, $245907.29 price, affordable to Moderate 078430033 1829 W PRESCOTT AVE Highland Park Estates B221287 SFD O 0 0 1 11/27/2023 1 NONE Y 4-bedroom, $257599.31 price, affordable to Moderate 089221043 821 N SILVERVALE DR Border Links West Revised B223891 SFD O 0 1 01/05/2023 1 0 NONE Y 3-bedroom, $439832.42 price, affordable to Above Moderate 100740048 2316 E MONTE VERDE CT Vista Del Sol B226690 SFD O 0 1 01/09/2023 1 1 07/24/2023 1 NONE Y 4-bedroom, $309651.07 price, affordable to Above Moderate 100740049 2324 E MONTE VERDE CT Vista Del Sol B226692 SFD O 0 1 01/09/2023 1 1 07/24/2023 1 NONE Y 3-bedroom, $291148.41 price, affordable to Above Moderate 100740050 2332 E MONTE VERDE CT Vista Del Sol B226693 SFD O 0 1 01/09/2023 1 1 08/10/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 077890042 3428 N CRENSHAW CT Greystone 3 B226481 SFD O 0 1 01/09/2023 1 1 08/24/2023 1 NONE N 4-bedroom, $355073.55 price, affordable to Above Moderate 077890043 3422 N CRENSHAW CT Greystone 3 B226483 SFD O 0 1 01/09/2023 1 1 08/29/2023 1 NONE N 3-bedroom, $307485.97 price, affordable to Above Moderate 077890036 3423 N CRENSHAW CT Greystone 3 B226472 SFD O 0 1 01/09/2023 1 1 09/06/2023 1 NONE N 4-bedroom, $438570.76 price, affordable to Above Moderate 079360058 3744 N BRIDGE ST River Island Ranch Phase 2 B225598 SFD O 0 1 01/12/2023 1 1 09/19/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360039 242 NE NEWTON DR River Island Ranch Phase 2 B225583 SFD O 0 1 01/12/2023 1 1 09/26/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079360060 3732 N BRIDGE ST River Island Ranch Phase 2 B225600 SFD O 0 1 01/12/2023 1 1 09/28/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360021 241 NE RIVERWAY DR River Island Ranch Phase 2 B225588 SFD O 0 1 01/12/2023 1 1 10/09/2023 1 NONE N 4-bedroom, $395785.2 price, affordable to Above Moderate 100740003 2842 S VIRMARGO ST Vista Del Sol B226697 SFD O 0 1 01/17/2023 1 1 08/21/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 100740006 2808 S VIRMARGO ST Vista Del Sol B226700 SFD O 0 1 01/17/2023 1 1 09/01/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 077890035 3417 N CRENSHAW CT Greystone 3 B226685 SFD O 0 1 01/17/2023 1 1 09/06/2023 1 NONE N 4-bedroom, $355073.55 price, affordable to Above Moderate 077890045 4911 W BROOKE AVE Greystone 3 B226687 SFD O 0 1 01/17/2023 1 1 09/08/2023 1 NONE N 3-bedroom, $308320.56 price, affordable to Above Moderate 098530012 519 N TRACY ST Sequoia Bend Unit 1 B226701 SFD O 0 1 01/17/2023 1 0 NONE Y 3-bedroom, $285064.82 price, affordable to Above Moderate 077850015 4931 W PAYSON AVE Lowery West Phase 1A B226769 SFD O 0 1 01/31/2023 1 1 09/25/2023 1 NONE Y 3-bedroom, $307485.97 price, affordable to Above Moderate 127160019 3538 E HARTER AVE Quail River B225550 SFD O 0 1 02/02/2023 1 1 07/25/2023 1 NONE Y 4-bedroom, $309741.92 price, affordable to Above Moderate 121410029 3325 W REESE AVE Los Pinos B221577 SFD O 0 1 03/07/2023 1 0 NONE Y 3-bedroom, $393806.41 price, affordable to Above Moderate 077900018 2510 N LINWOOD ST Parcel Map 5373 B226662 SFD O 0 1 03/13/2023 1 0 NONE Y 4-bedroom, $658282.15 price, affordable to Above Moderate 127160024 3509 E HARTER AVE Quail River B225559 SFD O 0 1 03/15/2023 1 1 08/16/2023 1 NONE Y 4-bedroom, $309741.92 price, affordable to Above Moderate 127160071 3449 E HARTER AVE Quail River B225572 SFD O 0 1 03/24/2023 1 1 09/25/2023 1 NONE Y 4-bedroom, $309741.92 price, affordable to Above Moderate 127170001 3330 E CHERRY AVE Quail River B225567 SFD O 0 1 03/24/2023 1 1 10/05/2023 1 NONE Y 4-bedroom, $309741.92 price, affordable to Above Moderate 079360077 3730 N CHURCH ST River Island Ranch Phase 2 B225335 SFD O 0 1 03/29/2023 1 1 08/25/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 127150096 3204 E BEECH CT Hall Estates B230001 SFD O 0 1 03/30/2023 1 1 07/25/2023 1 NONE Y 5-bedroom, $441825.24 price, affordable to Above Moderate 101390008 1347 S PALM ST Candelas II B225577 SFD O 0 1 05/05/2023 1 1 11/27/2023 1 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390059 1356 S PALM ST Candelas II B225575 SFD O 0 1 05/05/2023 1 1 12/13/2023 1 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390013 3109 E HOWARD ST Candelas II B225613 SFD O 0 1 05/05/2023 1 1 12/13/2023 1 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 101390010 1361 S PALM ST Candelas II B225604 SFD O 0 1 05/05/2023 1 1 12/14/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390016 3133 E HOWARD ST Candelas II B225635 SFD O 0 1 05/08/2023 1 1 12/28/2023 1 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390017 3141 E HOWARD ST Candelas II B225636 SFD O 0 1 05/08/2023 1 1 12/28/2023 1 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 079360065 3731 N BRIDGE ST River Island Ranch Phase 2 B225641 SFD O 0 1 05/10/2023 1 1 09/29/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360022 231 NE RIVERWAY DR River Island Ranch Phase 2 B225584 SFD O 0 1 05/10/2023 1 1 10/09/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079360024 211 NE RIVERWAY DR River Island Ranch Phase 2 B225615 SFD O 0 1 05/10/2023 1 1 10/13/2023 1 NONE N 4-bedroom, $395785.2 price, affordable to Above Moderate 123520012 1110 E REESE AVE Diamond Oaks Unit 2 B226715 SFD O 0 1 05/17/2023 1 1 08/25/2023 1 NONE N 5-bedroom, $328796.45 price, affordable to Above Moderate 123520003 924 E REESE AVE Diamond Oaks Unit 2 B226704 SFD O 0 1 05/17/2023 1 1 09/18/2023 1 NONE N 5-bedroom, $340120.65 price, affordable to Above Moderate 100740008 2736 S VIRMARGO ST Vista Del Sol B232228 SFD O 0 1 05/18/2023 1 1 09/22/2023 1 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740007 2748 S VIRMARGO ST Vista Del Sol B232229 SFD O 0 1 05/18/2023 1 1 09/22/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740010 2340 E MESA AVE Vista Del Sol B232226 SFD O 0 1 05/18/2023 1 1 10/20/2023 1 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 100740009 2718 S VIRMARGO ST Vista Del Sol B232227 SFD O 0 1 05/18/2023 1 1 10/24/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740051 2333 E COPPER CT Vista Del Sol B232299 SFD O 0 1 05/23/2023 1 1 10/27/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740052 2325 E COPPER CT Vista Del Sol B232301 SFD O 0 1 05/23/2023 1 1 10/27/2023 1 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 123520045 946 E ELKHORN AVE Diamond Oaks Unit 2 B226740 SFD O 0 1 05/23/2023 1 1 11/01/2023 1 NONE N 5-bedroom, $338757.58 price, affordable to Above Moderate 100740055 2243 E COPPER CT Vista Del Sol B232314 SFD O 0 1 05/23/2023 1 1 11/20/2023 1 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 100740053 2317 E COPPER CT Vista Del Sol B232303 SFD O 0 1 05/23/2023 1 1 11/27/2023 1 NONE Y 5-bedroom, $517486.03 price, affordable to Above Moderate 100740054 2309 E COPPER CT Vista Del Sol B232306 SFD O 0 1 05/23/2023 1 1 11/27/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740056 2229 E COPPER CT Vista Del Sol B232315 SFD O 0 1 05/23/2023 1 1 11/28/2023 1 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 100740057 2219 E COPPER CT Vista Del Sol B232316 SFD O 0 1 05/23/2023 1 1 12/01/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740058 2207 E COPPER CT Vista Del Sol B232317 SFD O 0 1 05/23/2023 1 1 12/05/2023 1 NONE Y 5-bedroom, $517486.03 price, affordable to Above Moderate 079360026 143 NE RIVERWAY DR River Island Ranch Phase 2 B225617 SFD O 0 1 05/25/2023 1 1 10/23/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 101390018 3149 E HOWARD ST Candelas II B225637 SFD O 0 1 05/25/2023 1 1 12/28/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390012 3101 E HOWARD AVE Candelas II B225607 SFD O 0 1 05/30/2023 1 1 12/13/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 079360064 3723 N BRIDGE ST River Island Ranch Phase 2 B225643 SFD O 0 1 06/01/2023 1 1 10/19/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360062 3716 N BRIDGE ST River Island Ranch Phase 2 B225645 SFD O 0 1 06/01/2023 1 1 10/19/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360029 119 NE RIVERWAY DR River Island Ranch Phase 2 B225625 SFD O 0 1 06/01/2023 1 1 10/31/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079360042 324 E NEWTON AVE River Island Ranch Phase 2 B225654 SFD O 0 1 06/01/2023 1 1 11/01/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360040 308 E NEWTON AVE River Island Ranch Phase 2 B225656 SFD O 0 1 06/01/2023 1 1 11/01/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360068 3742 N HERMOSA ST River Island Ranch Phase 2 B225657 SFD O 0 1 06/01/2023 1 1 11/01/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360031 103 NE RIVERWAY DR River Island Ranch Phase 2 B225627 SFD O 0 1 06/01/2023 1 1 11/06/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 098530008 525 N KENNEDY ST Sequoia Bend Unit 1 B232355 SFD O 0 1 06/02/2023 1 1 10/27/2023 1 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530009 535 N KENNEDY ST Sequoia Bend Unit 1 B232357 SFD O 0 1 06/02/2023 1 1 10/27/2023 1 NONE Y 3-bedroom, $300539.71 price, affordable to Above Moderate 098530010 543 N KENNEDY ST Sequoia Bend Unit 1 B232359 SFD O 0 1 06/02/2023 1 1 10/27/2023 1 NONE Y 4-bedroom, $389979 price, affordable to Above Moderate 079360070 3726 N HERMOSA ST River Island Ranch Phase 2 B225871 SFD O 0 1 06/02/2023 1 1 11/13/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 127150105 3004 E BEECH CT Hall Estates B221042 SFD O 0 1 06/02/2023 1 1 11/20/2023 1 NONE Y 4-bedroom, $369875.03 price, affordable to Above Moderate 098530038 1821 E MURRAY AVE Sequoia Bend Unit 1 B232360 SFD O 0 1 06/02/2023 1 1 11/20/2023 1 NONE Y 3-bedroom, $389979 price, affordable to Above Moderate 098530035 1839 E MURRAY AVE Sequoia Bend Unit 1 B232353 SFD O 0 1 06/02/2023 1 1 11/22/2023 1 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530036 1833 E MURRAY AVE Sequoia Bend Unit 1 B232356 SFD O 0 1 06/02/2023 1 1 11/22/2023 1 NONE Y 4-bedroom, $341741.35 price, affordable to Above Moderate 098530037 1827 E MURRAY AVE Sequoia Bend Unit 1 B232358 SFD O 0 1 06/02/2023 1 1 11/22/2023 1 NONE Y 3-bedroom, $300733.17 price, affordable to Above Moderate 079360072 3714 N HERMOSA ST River Island Ranch Phase 2 B225875 SFD O 0 1 06/02/2023 1 1 12/22/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 127150106 2942 E BEECH CT Hall Estates B221041 SFD O 0 1 06/05/2023 1 1 11/20/2023 1 NONE Y 4-bedroom, $375745.08 price, affordable to Above Moderate 100740060 2244 E COPPER CT Vista Del Sol B232678 SFD O 0 1 06/15/2023 1 1 12/08/2023 1 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740061 2230 E COPPER CT Vista Del Sol B232680 SFD O 0 1 06/15/2023 1 1 12/08/2023 1 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740062 2220 E COPPER CT Vista Del Sol B232681 SFD O 0 1 06/15/2023 1 1 12/08/2023 1 NONE Y 3-bedroom, $357525.11 price, affordable to Above Moderate 101390021 3225 E HOWARD ST Candelas II B225650 SFD O 0 1 06/16/2023 1 0 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 101390022 3235 E HOWARD ST Candelas II B225651 SFD O 0 1 06/16/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390023 3245 E HOWARD ST Candelas II B225652 SFD O 0 1 06/16/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390042 1357 S VELIE ST Candelas II B225653 SFD O 0 1 06/16/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390044 1343 S VELIE ST Candelas II B225661 SFD O 0 1 06/16/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390041 1358 S VELIE ST Candelas II B225662 SFD O 0 1 06/16/2023 1 0 NONE Y 5-bedroom, $415805.13 price, affordable to Above Moderate 101390040 1350 S VELIE ST Candelas II B225663 SFD O 0 1 06/16/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390045 1337 S VELIE ST Candelas II B225848 SFD O 0 1 06/16/2023 1 0 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 079340096 3805 N LOCUST ST River Island Ranch Phase 2 B225631 SFD O 0 1 06/19/2023 1 1 11/14/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079360020 307 E RIVERWAY AVE River Island Ranch Phase 2 B225881 SFD O 0 1 06/20/2023 1 1 12/22/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360018 323 E RIVERWAY AVE River Island Ranch Phase 2 B225877 SFD O 0 1 06/20/2023 1 0 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360017 331 E RIVERWAY AVE River Island Ranch Phase 2 B225878 SFD O 0 1 06/20/2023 1 0 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 098530034 1845 E MURRAY AVE Sequoia Bend Unit 1 B232688 SFD O 0 1 06/23/2023 1 1 12/04/2023 1 NONE Y 3-bedroom, $300733.17 price, affordable to Above Moderate 098530031 1925 E MURRAY AVE Sequoia Bend Unit 1 B232684 SFD O 0 1 06/23/2023 1 1 12/14/2023 1 NONE Y 3-bedroom, $389979 price, affordable to Above Moderate 098530032 1917 E MURRAY AVE Sequoia Bend Unit 1 B232687 SFD O 0 1 06/23/2023 1 1 12/14/2023 1 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530028 1947 E MURRAY AVE Sequoia Bend Unit 1 B232928 SFD O 0 1 07/17/2023 1 0 NONE Y 3-bedroom, $351349.7 price, affordable to Above Moderate 098530029 1941 E MURRAY AVE Sequoia Bend Unit 1 B232929 SFD O 0 1 07/17/2023 1 0 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530030 1933 E MURRAY AVE Sequoia Bend Unit 1 B232930 SFD O 0 1 07/17/2023 1 0 NONE Y 3-bedroom, $300926.62 price, affordable to Above Moderate 078440082 3014 N OAK PARK ST Highland Park Unit 1 B233181 SFD O 0 1 07/18/2023 1 1 12/21/2023 1 NONE Y 3-bedroom, $303754.64 price, affordable to Above Moderate 098530039 1828 E SCHOOL AVE Sequoia Bend Unit 1 B232931 SFD O 0 1 07/19/2023 1 0 NONE Y 3-bedroom, $351349.7 price, affordable to Above Moderate 098530041 1842 E SCHOOL AVE Sequoia Bend Unit 1 B232936 SFD O 0 1 07/19/2023 1 0 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 101390037 1332 S VELIE ST Candelas II B225852 SFD O 0 1 07/20/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 100740011 2334 E MESA AVE Vista Del Sol B233241 SFD O 0 1 08/04/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740012 2324 E MESA AVE Vista Del Sol B233243 SFD O 0 1 08/04/2023 1 0 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 100740013 2314 E MESA AVE Vista Del Sol B233244 SFD O 0 1 08/04/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740014 2306 E MESA AVE Vista Del Sol B233245 SFD O 0 1 08/04/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 123520052 1108 E ELKHORN AVE Diamond Oaks Unit 2 B226748 SFD O 0 1 08/09/2023 1 1 01/04/2024 1 NONE N 5-bedroom, $329426.9 price, affordable to Above Moderate 098530040 1836 E SCHOOL AVE Sequoia Bend Unit 1 B232935 SFD O 0 1 08/14/2023 1 0 NONE Y 3-bedroom, $300733.17 price, affordable to Above Moderate 098530042 1846 E SCHOOL AVE Sequoia Bend Unit 1 B233432 SFD O 0 1 08/14/2023 1 0 NONE Y 3-bedroom, $389979 price, affordable to Above Moderate 098530043 1850 E SCHOOL AVE Sequoia Bend Unit 1 B233433 SFD O 0 1 08/14/2023 1 0 NONE Y 3-bedroom, $300539.71 price, affordable to Above Moderate 123520032 1039 E ELKHORN AVE Diamond Oaks Unit 2 B226727 SFD O 0 1 08/17/2023 1 1 12/14/2023 1 NONE N 5-bedroom, $338757.58 price, affordable to Above Moderate 078440123 1219 W SEDONA AVE Highland Park Unit 1 B233495 SFD O 0 1 08/31/2023 1 0 NONE Y 4-bedroom, $321263.36 price, affordable to Above Moderate 078440124 1227 W SEDONA AVE Highland Park Unit 1 B233500 SFD O 0 1 08/31/2023 1 0 NONE Y 3-bedroom, $298329.71 price, affordable to Above Moderate 098530045 1930 E SCHOOL AVE Sequoia Bend Unit 1 B233538 SFD O 0 1 09/05/2023 1 0 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530046 1938 E SCHOOL AVE Sequoia Bend Unit 1 B233539 SFD O 0 1 09/05/2023 1 0 NONE Y 3-bedroom, $351349.7 price, affordable to Above Moderate 098530047 1946 E SCHOOL AVE Sequoia Bend Unit 1 B233540 SFD O 0 1 09/05/2023 1 0 NONE Y 3-bedroom, $300733.17 price, affordable to Above Moderate 100740015 2246 E MESA AVE Vista Del Sol B233574 SFD O 0 1 09/05/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740016 2232 E MESA AVE Vista Del Sol B233575 SFD O 0 1 09/05/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740017 2214 E MESA AVE Vista Del Sol B233576 SFD O 0 1 09/05/2023 1 0 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 101170020 3405 E HARVARD CT Bonaventure Unit 2 B232558 SFD O 0 1 09/06/2023 1 0 NONE Y 4-bedroom, $615122.58 price, affordable to Above Moderate 127150107 2936 E BEECH CT Hall Estates B221040 SFD O 0 1 09/12/2023 1 0 NONE Y 4-bedroom, $355558.7 price, affordable to Above Moderate 079360014 407 E RIVERWAY AVE River Island Ranch Phase 2 B225882 SFD O 0 1 09/13/2023 1 0 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 100740018 2146 E MESA AVE Vista Del Sol B233755 SFD O 0 1 09/15/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740019 2138 E MESA AVE Vista Del Sol B233756 SFD O 0 1 09/15/2023 1 0 NONE Y 3-bedroom, $357525.11 price, affordable to Above Moderate 100740020 2707 S IRMA ST Vista Del Sol B233757 SFD O 0 1 09/15/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740021 2715 S IRMA ST Vista Del Sol B233758 SFD O 0 1 09/15/2023 1 0 NONE Y 3-bedroom, $309349.01 price, affordable to Above Moderate 123520022 4036 S COTTA ST Diamond Oaks Unit 2 B226722 SFD O 0 1 09/19/2023 1 0 NONE N 5-bedroom, $329426.9 price, affordable to Above Moderate 079360012 423 E RIVERWAY AVE River Island Ranch Phase 2 B225884 SFD O 0 1 09/22/2023 1 0 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360008 515 E RIVERWAY AVE River Island Ranch Phase 2 B225891 SFD O 0 1 09/22/2023 1 0 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 078440083 3015 N OAK PARK ST Highland Park Unit 1 B233921 SFD O 0 1 09/28/2023 1 0 NONE Y 3-bedroom, $298458.68 price, affordable to Above Moderate 078440086 3039 N OAK PARK ST Highland Park Unit 1 B233961 SFD O 0 1 09/28/2023 1 0 NONE Y 3-bedroom, $303754.64 price, affordable to Above Moderate 078440084 3023 N OAK PARK ST Highland Park Unit 1 B233975 SFD O 0 1 09/28/2023 1 0 NONE Y 4-bedroom, $321263.36 price, affordable to Above Moderate 101390048 1317 S VELIE ST Candelas II B225854 SFD O 0 1 10/05/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390035 1318 S VELIE ST Candelas II B225857 SFD O 0 1 10/05/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 123520059 1123 E CAMERON AVE Diamond Oaks Unit 2 B226758 SFD O 0 1 10/10/2023 1 0 NONE N 5-bedroom, $329426.9 price, affordable to Above Moderate 101390050 1305 S VELIE ST Candelas II B225960 SFD O 0 1 10/12/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 098530024 423 N TRACY ST Sequoia Bend Unit 1 B233987 SFD O 0 1 10/12/2023 1 0 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530025 413 N TRACY ST Sequoia Bend Unit 1 B233989 SFD O 0 1 10/12/2023 1 0 NONE Y 4-bedroom, $389979 price, affordable to Above Moderate 098530027 347 N TRACY ST Sequoia Bend Unit 1 B233992 SFD O 0 1 10/12/2023 1 0 NONE Y 3-bedroom, $300539.71 price, affordable to Above Moderate 100740063 2208 E COPPER CT Vista Del Sol B234048 SFD O 0 1 10/12/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740064 2738 S IRMA ST Vista Del Sol B234049 SFD O 0 1 10/12/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100740065 2726 S IRMA ST Vista Del Sol B234050 SFD O 0 1 10/12/2023 1 0 NONE Y 3-bedroom, $308704.15 price, affordable to Above Moderate 077900012 4419 W DELAWARE AVE Quintana Del Oro B232394 SFD O 0 1 10/23/2023 1 0 NONE Y 5-bedroom, $616763.45 price, affordable to Above Moderate 098530020 509 N TRACY ST Sequoia Bend Unit 1 B234252 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $289176.88 price, affordable to Above Moderate 098530022 443 N TRACY ST Sequoia Bend Unit 1 B234258 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $351349.7 price, affordable to Above Moderate 098530023 433 N TRACY ST Sequoia Bend Unit 1 B234259 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $300733.17 price, affordable to Above Moderate 100740025 2805 S IRMA ST Vista Del Sol B234267 SFD O 0 1 10/24/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740023 2735 S IRMA ST Vista Del Sol B234316 SFD O 0 1 10/24/2023 1 0 NONE Y 4-bedroom, $357525.11 price, affordable to Above Moderate 100740024 2747 S IRMA ST Vista Del Sol B234318 SFD O 0 1 10/24/2023 1 0 NONE Y 3-bedroom, $309349.01 price, affordable to Above Moderate 078440093 1149 W PAYSON AVE Highland Park Unit 1 B234240 SFD O 0 1 10/25/2023 1 0 NONE Y 3-bedroom, $298458.68 price, affordable to Above Moderate 078440091 1135 W PAYSON AVE Highland Park Unit 1 B234333 SFD O 0 1 10/25/2023 1 0 NONE Y 4-bedroom, $321263.36 price, affordable to Above Moderate 101390033 1306 S VELIE ST Candelas II B225859 SFD O 0 1 11/14/2023 1 0 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 101390032 1307 S VISTA ST Candelas II B225861 SFD O 0 1 11/14/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390030 1319 S VISTA ST Candelas II B225863 SFD O 0 1 11/14/2023 1 0 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390029 1325 S VISTA ST Candelas II B225869 SFD O 0 1 11/14/2023 1 0 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 078440114 1130 W PRESCOTT AVE Highland Park Unit 1 B234242 SFD O 0 1 11/21/2023 1 0 NONE Y 3-bedroom, $298458.68 price, affordable to Above Moderate 123520061 1107 E CAMERON AVE Diamond Oaks Unit 2 B234644 SFD O 0 1 11/21/2023 1 0 NONE N 4-bedroom, $342187.53 price, affordable to Above Moderate 123520060 1117 E CAMERON AVE Diamond Oaks Unit 2 B234645 SFD O 0 1 11/21/2023 1 0 NONE N 5-bedroom, $451008.97 price, affordable to Above Moderate 123520063 1045 E CAMERON AVE Diamond Oaks Unit 2 B234647 SFD O 0 1 11/21/2023 1 0 NONE N 4-bedroom, $330193.22 price, affordable to Above Moderate 123520065 1025 E CAMERON AVE Diamond Oaks Unit 2 B234648 SFD O 0 1 11/21/2023 1 0 NONE N 5-bedroom, $451008.97 price, affordable to Above Moderate 123520066 1017 E CAMERON AVE Diamond Oaks Unit 2 B234649 SFD O 0 1 11/21/2023 1 0 NONE N 4-bedroom, $330193.22 price, affordable to Above Moderate 077470012 4619 W CECIL AVE Cobblestone Estates II Unit 3 B233373 SFD O 0 1 11/27/2023 1 0 NONE Y 4-bedroom, $762683.45 price, affordable to Above Moderate 123460034 1028 E CAMERON AVE Diamond Oaks Unit 2 B234839 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $330193.22 price, affordable to Above Moderate 123460036 1048 E CAMERON AVE Diamond Oaks Unit 2 B234842 SFD O 0 1 12/19/2023 1 0 NONE N 5-bedroom, $451008.97 price, affordable to Above Moderate 123460040 1126 E CAMERON AVE Diamond Oaks Unit 2 B234844 SFD O 0 1 12/19/2023 1 0 NONE N 4-bedroom, $328645.56 price, affordable to Above Moderate 123460075 3924 S COTTA ST Diamond Oaks Unit 2 B234850 SFD O 0 1 12/19/2023 1 0 NONE N 5-bedroom, $464550.95 price, affordable to Above Moderate 123460038 1112 E CAMERON AVE Diamond Oaks Unit 2 B234843 SFD O 0 1 12/27/2023 1 0 NONE N 4-bedroom, $330193.22 price, affordable to Above Moderate 100700040 2931 S IRMA ST Vista Del Sol B234955 SFD O 0 1 12/29/2023 1 0 NONE Y 5-bedroom, $517486.03 price, affordable to Above Moderate 100700041 2939 S IRMA ST Vista Del Sol B234961 SFD O 0 1 12/29/2023 1 0 NONE Y 4-bedroom, $398324.87 price, affordable to Above Moderate 100700043 2131 E MONTE VISTA AVE Vista Del Sol B234966 SFD O 0 1 12/29/2023 1 0 NONE Y 5-bedroom, $517486.03 price, affordable to Above Moderate 078440112 1146 W PRESCOTT AVE Highland Park Unit 1 B234993 SFD O 0 1 12/29/2023 1 0 NONE Y 3-bedroom, $298296.33 price, affordable to Above Moderate 126970022 3443 W GOOD AVE Southern Highlands B215643 SFD O 0 0 1 01/18/2023 1 NONE Y 3-bedroom, $291845.83 price, affordable to Above Moderate 126590081 1619 E COPPER CT Maddox @ Caldwell 7 B222041 SFD O 0 0 1 01/18/2023 1 NONE Y 4-bedroom, $329803.91 price, affordable to Above Moderate 126590083 2819 S CAIN ST Maddox @ Caldwell 7 B222043 SFD O 0 0 1 01/18/2023 1 NONE Y 5-bedroom, $358017.82 price, affordable to Above Moderate 126970020 3427 W GOOD AVE Southern Highlands B215941 SFD O 0 0 1 01/19/2023 1 NONE Y 3-bedroom, $291845.83 price, affordable to Above Moderate 078380069 1821 W CORVINA AVE Highland Park Estates B220158 SFD O 0 0 1 01/20/2023 1 NONE Y 5-bedroom, $378362.57 price, affordable to Above Moderate 079340074 3712 N COURT ST River Island Ranch Phase 1 B214631 SFD O 0 0 1 01/23/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 078430023 3013 N DAYTON ST Highland Park Estates B222232 SFD O 0 0 1 01/23/2023 1 NONE Y 5-bedroom, $376207.42 price, affordable to Above Moderate 078450001 1617 W PAYSON AVE Highland Park Estates B222234 SFD O 0 0 1 01/26/2023 1 NONE Y 4-bedroom, $466107.62 price, affordable to Above Moderate 078430014 1906 W PRESCOTT CT Highland Park Estates B223279 SFD O 0 0 1 01/31/2023 1 NONE Y 4-bedroom, $378362.57 price, affordable to Above Moderate 126970021 3435 W GOOD AVE Southern Highlands B215642 SFD O 0 0 1 02/01/2023 1 NONE Y 4-bedroom, $304575.85 price, affordable to Above Moderate 079340076 3703 N CHURCH ST River Island Ranch Phase 1 B221052 SFD O 0 0 1 02/02/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 126970068 3402 W GOOD AVE Southern Highlands B215842 SFD O 0 0 1 02/03/2023 1 NONE Y 3-bedroom, $291845.83 price, affordable to Above Moderate 078450012 3024 N HALL ST Highland Park Estates B223077 SFD O 0 0 1 02/06/2023 1 NONE Y 4-bedroom, $468028.51 price, affordable to Above Moderate 079340021 3625 N SUMMERS CT River Island Ranch Phase 1 B221055 SFD O 0 0 1 02/08/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 100200004 2821 E PARADISE AVE Eastgate Manor B211217 SFD O 0 0 1 02/09/2023 1 NONE Y 3-bedroom, $399408.21 price, affordable to Above Moderate 079340034 3638 N SUMMERS CT River Island Ranch Phase 1 B221054 SFD O 0 0 1 02/10/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079340023 3641 N SUMMERS CT River Island Ranch Phase 1 B221056 SFD O 0 0 1 02/10/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 126970035 3404 W MILAN AVE Southern Highlands B220314 SFD O 0 0 1 02/15/2023 1 NONE Y 3-bedroom, $291845.83 price, affordable to Above Moderate 078430024 3005 N DAYTON ST Highland Park Estates B222233 SFD O 0 0 1 02/22/2023 1 NONE Y 5-bedroom, $378362.57 price, affordable to Above Moderate 078380064 1832 W PRESCOTT AVE Highland Park Estates B224173 SFD O 0 0 1 02/26/2023 1 NONE Y 4-bedroom, $466107.62 price, affordable to Above Moderate 127150099 3114 E BEECH CT Hall Estates B223655 SFD O 0 0 1 02/28/2023 1 NONE Y 4-bedroom, $393335.62 price, affordable to Above Moderate 078380062 1822 W PRESCOTT AVE Highland Park Estates B224171 SFD O 0 0 1 02/28/2023 1 NONE Y 6-bedroom, $466107.62 price, affordable to Above Moderate 127150100 3108 E BEECH CT Hall Estates B223241 SFD O 0 0 1 03/02/2023 1 NONE Y 5-bedroom, $391208.88 price, affordable to Above Moderate 078450013 3030 N HALL ST Highland Park Estates B223078 SFD O 0 0 1 03/03/2023 1 NONE Y 4-bedroom, $392362.34 price, affordable to Above Moderate 077470026 4633 W CECIL AVE Cobblestone Estates II Unit 3 B211088 SFD O 0 0 1 03/06/2023 1 NONE Y 4-bedroom, $747242.72 price, affordable to Above Moderate 079340031 3716 N SUMMERS CT River Island Ranch Phase 1 B221100 SFD O 0 0 1 03/08/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 100700058 2920 S VIRMARGO ST Vista Del Sol B223206 SFD O 0 0 1 03/13/2023 1 NONE Y 4-bedroom, $378309.49 price, affordable to Above Moderate 077890026 3431 N ATWOOD CT Greystone 3 B222732 SFD O 0 0 1 03/21/2023 1 NONE N 3-bedroom, $307532.82 price, affordable to Above Moderate 078450010 3012 N HALL ST Highland Park Estates B223075 SFD O 0 0 1 03/28/2023 1 NONE Y 4-bedroom, $313106.87 price, affordable to Above Moderate 079340026 3723 N SUMMERS CT River Island Ranch Phase 1 B221099 SFD O 0 0 1 03/30/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079340019 3609 N SUMMERS CT River Island Ranch Phase 1 B221097 SFD O 0 0 1 04/07/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079340036 3618 N SUMMERS CT River Island Ranch Phase 1 B221098 SFD O 0 0 1 04/07/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079340028 3741 N SUMMERS CT River Island Ranch Phase 1 B221123 SFD O 0 0 1 04/07/2023 1 NONE N 4-bedroom, $395785.2 price, affordable to Above Moderate 078430031 1843 W PRESCOTT AVE Highland Park Estates B221285 SFD O 0 0 1 04/11/2023 1 NONE Y 4-bedroom, $313106.87 price, affordable to Above Moderate 077890024 3419 N ATWOOD CT Greystone 3 B223189 SFD O 0 0 1 04/12/2023 1 NONE N 4-bedroom, $353136.94 price, affordable to Above Moderate 077470022 4630 W CECIL AVE Cobblestone Estates II Unit 3 B220662 SFD O 0 0 1 04/13/2023 1 NONE Y 4-bedroom, $607269.27 price, affordable to Above Moderate 077890025 3425 N ATWOOD CT Greystone 3 B223190 SFD O 0 0 1 04/13/2023 1 NONE N 3-bedroom, $355073.55 price, affordable to Above Moderate 103380016 1017 N CITRUS CT Oakglen Estates B196059 SFD O 0 0 1 04/19/2023 1 NONE Y 4-bedroom, $362836.79 price, affordable to Above Moderate 100740039 2241 E MONTE VERDE CT Vista Del Sol B224028 SFD O 0 0 1 04/19/2023 1 NONE Y 4-bedroom, $378309.49 price, affordable to Above Moderate 077890034 3414 N ATWOOD CT Greystone 3 B223807 SFD O 0 0 1 04/20/2023 1 NONE N 5-bedroom, $439039.27 price, affordable to Above Moderate 078380070 1647 W SEDONA AVE Highland Park Estates B224175 SFD O 0 0 1 04/21/2023 1 NONE Y 5-bedroom, $376207.42 price, affordable to Above Moderate 078380061 3048 N HALL ST Highland Park Estates B223084 SFD O 0 0 1 04/28/2023 1 NONE Y 4-bedroom, $378362.57 price, affordable to Above Moderate 077890048 4941 W BROOKE AVE Greystone 3 B224162 SFD O 0 0 1 04/28/2023 1 NONE N 3-bedroom, $355073.55 price, affordable to Above Moderate 126760018 4246 S UNIVERSITY ST Los Pinos B222046 SFD O 0 0 1 05/03/2023 1 NONE Y 3-bedroom, $378498.11 price, affordable to Above Moderate 100740037 2315 E MONTE VERDE CT Vista Del Sol B224552 SFD O 0 0 1 05/03/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 100740036 2323 E MONTE VERDE CT Vista Del Sol B224553 SFD O 0 0 1 05/03/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 077890047 4931 W BROOKE AVE Greystone 3 B224160 SFD O 0 0 1 05/04/2023 1 NONE N 4-bedroom, $438570.76 price, affordable to Above Moderate 078430019 1939 W PRESCOTT CT Highland Park Estates B225821 SFD O 0 0 1 05/05/2023 1 NONE Y 5-bedroom, $468028.51 price, affordable to Above Moderate 077890023 3411 N ATWOOD CT Greystone 3 B223804 SFD O 0 0 1 05/08/2023 1 NONE N 3-bedroom, $307485.97 price, affordable to Above Moderate 078380063 1828 W PRESCOTT AVE Highland Park Estates B224172 SFD O 0 0 1 05/12/2023 1 NONE Y 5-bedroom, $376207.42 price, affordable to Above Moderate 078430020 1919 W PRESCOTT CT Highland Park Estates B225823 SFD O 0 0 1 05/17/2023 1 NONE Y 4-bedroom, $466107.62 price, affordable to Above Moderate 077890039 3441 N CRENSHAW CT Greystone 3 B225699 SFD O 0 0 1 05/22/2023 1 NONE N 5-bedroom, $439039.27 price, affordable to Above Moderate 085340020 1326 N EL CAJON ST Meadowcrest Estates B204203 SFD O 0 0 1 06/08/2023 1 NONE Y 5-bedroom, $1004029.57 price, affordable to Above Moderate 078430026 1635 W PAYSON AVE Highland Park Estates B223073 SFD O 0 0 1 06/08/2023 1 NONE Y 4-bedroom, $376207.42 price, affordable to Above Moderate 127160028 3539 E HARTER AVE Quail River B224687 SFD O 0 0 1 06/08/2023 1 NONE Y 4-bedroom, $309741.92 price, affordable to Above Moderate 077640009 6512 W DELAWARE CT Pheasant Ridge Unit 2 Phase 1 B195981 SFD O 0 0 1 06/14/2023 1 NONE Y 4-bedroom, $318594.55 price, affordable to Above Moderate 077850018 4836 W PAYSON AVE Lowery West Phase 1A B190225 SFD O 0 0 1 06/19/2023 1 NONE Y 5-bedroom, $402119.13 price, affordable to Above Moderate 077850019 4842 W PAYSON AVE Lowery West Phase 1A B190227 SFD O 0 0 1 06/19/2023 1 NONE Y 3-bedroom, $281895.47 price, affordable to Above Moderate 077820042 4330 W MODOC AVE Los Gatos B180422 SFD O 0 0 1 06/20/2023 1 NONE Y 5-bedroom, $435464.26 price, affordable to Above Moderate 078450011 3018 N HALL ST Highland Park Estates B223076 SFD O 0 0 1 06/20/2023 1 NONE Y 4-bedroom, $313106.87 price, affordable to Above Moderate 100740045 2228 E MONTE VERDE CT Vista Del Sol B225911 SFD O 0 0 1 06/30/2023 1 NONE Y 5-bedroom, $378309.49 price, affordable to Above Moderate 078430018 1936 W PRESCOTT CT Highland Park Estates B225815 SFD O 0 0 1 07/03/2023 1 NONE Y 4-bedroom, $376207.42 price, affordable to Above Moderate 079360054 3736 N CLAY ST River Island Ranch Phase 2 B225353 SFD O 0 0 1 08/11/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360057 3745 N CLAY ST River Island Ranch Phase 2 B225357 SFD O 0 0 1 08/14/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360080 3710 N CHURCH ST River Island Ranch Phase 2 B225314 SFD O 0 0 1 08/15/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 079360051 3750 N CLAY ST River Island Ranch Phase 2 B225358 SFD O 0 0 1 08/15/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360055 3733 N CLAY ST River Island Ranch Phase 2 B225530 SFD O 0 0 1 08/15/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 079360048 428 E NEWTON AVE River Island Ranch Phase 2 B225363 SFD O 0 0 1 08/21/2023 1 NONE N 4-bedroom, $336389.59 price, affordable to Above Moderate 078430017 1928 W PRESCOTT CT Highland Park Estates B226357 SFD O 0 0 1 08/21/2023 1 NONE Y 4-bedroom, $376207.42 price, affordable to Above Moderate 077670001 4046 W LARK AVE Valley Palms B215524 SFD O 0 0 1 08/31/2023 1 NONE Y 4-bedroom, $358573.98 price, affordable to Above Moderate 079360046 412 E NEWTON AVE River Island Ranch Phase 2 B225591 SFD O 0 0 1 09/07/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360044 346 E NEWTON AVE River Island Ranch Phase 2 B225594 SFD O 0 0 1 09/12/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 079360035 202 NE NEWTON DR River Island Ranch Phase 2 B225341 SFD O 0 0 1 09/14/2023 1 NONE N 5-bedroom, $421739.03 price, affordable to Above Moderate 078430016 1920 W PRESCOTT CT Highland Park Estates B226356 SFD O 0 0 1 09/18/2023 1 NONE Y 4-bedroom, $378362.57 price, affordable to Above Moderate 126970023 4537 S ERNEST ST Southern Highlands B220316 SFD O 0 0 1 09/21/2023 1 NONE Y 4-bedroom, $305278.62 price, affordable to Above Moderate 829
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Note: "+" indicates an optional field
127160070 3433 E HARTER AVE Quail River B183497 SFD O 0 0 1 09/26/2023 1 NONE Y 3-bedroom, $300000 price, affordable to Above Moderate 079350032 409 E TAYLOR AVE River Island Ranch Phase 1 B212619 SFD O 0 0 1 09/26/2023 1 NONE N 4-bedroom, $311986.4 price, affordable to Above Moderate 077190017 2420 N LINWOOD ST Parcel Map 5268 B203590 SFD O 0 0 1 10/10/2023 1 NONE Y 6-bedroom, $1500000 price, affordable to Above Moderate 101390051 1304 S PALM ST Candelas II B225319 SFD O 0 0 1 10/23/2023 1 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 101390002 1309 S PALM ST Candelas II B225326 SFD O 0 0 1 11/06/2023 1 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 078380066 1839 W CORVINA AVE Highland Park Estates B226363 SFD O 0 0 1 11/09/2023 1 NONE Y 4-bedroom, $376207.42 price, affordable to Above Moderate 101390053 1316 S PALM ST Candelas II B225321 SFD O 0 0 1 11/14/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390054 1322 S PALM ST Candelas II B225328 SFD O 0 0 1 11/14/2023 1 NONE Y 5-bedroom, $335840.66 price, affordable to Above Moderate 101390005 1327 S PALM ST Candelas II B225332 SFD O 0 0 1 11/14/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 101390006 1335 S PALM ST Candelas II B225333 SFD O 0 0 1 11/14/2023 1 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 101390057 1342 S PALM ST Candelas II B225334 SFD O 0 0 1 11/27/2023 1 NONE Y 5-bedroom, $425409.59 price, affordable to Above Moderate 126020061 4202 S DEMAREE ST Parcel Map 5374 B210637 SFD O 0 0 1 12/05/2023 1 NONE Y 5-bedroom, $623114.75 price, affordable to Above Moderate 077450021 4824 W WREN AVE La Valencia B215636 SFD O 0 0 1 12/07/2023 1 NONE Y 4-bedroom, $358573.98 price, affordable to Above Moderate 126590079 1603 E COPPER CT Maddox @ Caldwell 7 B222030 SFD O 0 0 1 12/11/2023 1 NONE Y 4-bedroom, $329803.91 price, affordable to Above Moderate 101390058 1348 S PALM ST Candelas II B225529 SFD O 0 0 1 12/13/2023 1 NONE Y 4-bedroom, $399111.22 price, affordable to Above Moderate 0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
830
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
1 Projection Period 3 4
RHNA Allocation by
Income Level 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date (all years)
Total Remaining
RHNA by Income
Level
Deed Restricted - 9 36 2 - - - 43 100 - Non-Deed Restricted - - 42 - - 20 1 4 9 14 Deed Restricted - 106 - 72 - - - 22 34 - Non-Deed Restricted - - 118 - 86 46 10 148 623 16 Deed Restricted - - - - - - - - - - Non-Deed Restricted - 132 279 29 102 463 504 548 411 156 Above Moderate 3,672 - 367 246 403 391 169 92 76 124 165 2,033 1,639 10,021
- 614 721 506 579 698 607 841 1,301 351 6,218 4,625 5 6 7
Extremely low-Income
Need 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date
Total Units
Remaining
1,308 - - - - - - 7 87 3 97 1,211 Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
-
280
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
2,624
Moderate
2,616
1,931
1,802
Please contact HCD if your data is different than the material supplied here 1,281
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
2,336
650
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data. 831
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very Low-Income Low-Income Moderate-Income Above Moderate- Income
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning Minimum
Density Allowed
Maximum
Density Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing
Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
83 Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
832
Jurisdiction Visalia
Reporting Year 2023 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation HE Program 1.1
DESIGNATE FOR
SUFFICIENT LAND
No net loss of land designated for Median,
Low, Very Low, and Extremely Low Income
Categories
Annually
A sufficient balance of all income categories continues to exist. There was no loss of land designated for these categories in 2023. While there were General Plan Amendment and Change of Zone entitlements processed in 2023, none resuled in a reduction of land designations for these income categories.
HE Program 1.2 CONTACT
WITH CITY OFFICIALS
Conduct one discussion session by the
Building Advisory Committee (BAC)
quarterly meeting, and report back to the
Committee on any issues raised within two
CRC Quarterly meetings.
Annually
There was one meeting of the Building Advisory Committee held in 2023: on March 30.
No discussion was voiced by members or attendees regarding specific controls or building standards that would discourage affordable or multi-family housing.
HE Program 1.3 SENIOR
HOUSING RESIDENTIAL
DEVELOPMENT BY RIGHT
Complete Ordinance Amendment within
one year of Housing Element certification. 2020 Completed in 2021. No changes in 2023.
HE Program 1.4
CONDITIONAL USE
PERMIT PROCESS
Provide a report to the Planning
Commission on an annual basis that
summarizes all multi-family residential
projects considered by the Commission.
Annually
During 2023, the Planning Commission considered three multi-family residential development projects, all of which was over 80 units and all of which are affordable housing projects. All projects were considered by the Commission within two months of being deemed complete. A report for the 2023 year is anticipated to be presented to the Commission in April 2024.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583 833
HE Program 1.5 HOUSING
EDUCATION
Schedule, coordinate and conduct at least
one subject public meeting or stakeholder
group seminar per year
Annually
In 2023 the City held 3 public hearings and 2 community meetings covering CDBG, HOME, and NSP funded programs, which included affordable housing programs.
The Housing Authority of Tulare County annually hosts a public meeting to go over the Moving to Work Program Plan, which incorporates both the Section 8 and Public Housing Program. The public meeting takes place in mid-January of every year.
Self-Help Enterprises (SHE) operates the Gateway program, which educates the public about affordable housing opportunities and provide direct homeownership preparedness and one-on-one counseling including credit counseling, budgeting, and general financial literacy.
HE Program 1.6 PROJECT
STATUS REPORT
Meet all prescribed processing timelines as
contained in the City’s Zoning Ordinance
and Community Development Department
policies and procedures. Establish a
tracking system for length of time taken to
process entitlement requests. Staff shall
review the tracking system on an ongoing
basis to assess where specific types of
permits can be processed more efficiently.
Daily, Ongoing
The City continues to utilize its electronic permitting software (Accela) to track the progress and length of time for development processing against established goals, striving to establish industry leading review times, while continuing to monitor the efficiency for various permit types to improve further. In 2023, the Community Development Department was able to build upon the successes seen in 2022, ensuring permit processing timelines were met. These efforts resulted in the City having 0 over- target permits for the year.
HE Program 2.1 INFILL
SITE INVENTORY
Inventory document to be maintained at
Community Development front counter and
on City website, and to be updated on an
annual basis.
Annually
The infill site inventory is maintained (updated in October 2023) and kept at the Community Development front counter as well as online at https://www.visalia.city/depts/community_development/planning/planning_information/d efault.asp.
HE Program 2.2
INCENTIVES FOR
DOWNTOWN HOUSING
Five units of residential converted from
commercial space, or one new multi-family
residential project per year.
Ongoing In 2023 there were no projects involving new or conversion of existing space toward residential uses in the downtown.
HE Program 2.3
INFRASTRUCTURE
FUNDING PROGRAM
Apply for at least one qualifying grant Annually
In 2023 the City applied for four grants related to infrastructure projects. Two projects were awarded and one is still pending notice of an award. The awards received were for the improvements to a paved pedestrian/bike trail along Goshen Avenue that includie accessibility and safety improvements, as well as for improvements allowing for a linear recharge basin in Cameron Creek.
HE Program 2.4 MIXED
USE DEVELOPMENT
At least one qualifying project per year Ongoing In 2023 there were no projects involving mixed uses in the downtown that were issued building permits.
HE Program 2.5
INCENTIVES FOR INFILL
AFFORDABLE HOUSING
Provide a report to the Planning
Commission on an annual basis that
summarizes projects that have utilized the
Annually In 2023, there have been no developments that have met the requirements and/or utilized the incentive of the fee reduction.
HE Program 2.6
DOWNTOWN AND MIXED
USE RESIDENTIAL
DEVELOPMENT BY RIGHT
Complete Ordinance Amendment and study
within one year of Housing Element
certification.
2020 Completed in 2021. No changes in 2023.
834
HE Program 3.1
LEGISLATIVE RELIEF N/A Ongoing
The City Council has adopted positions related to State legislation and Federal legislation, related to the promotion of the development of affordable, sustainable, and accessible housing, and the promotion of funding towards grants and housing. The City also submitted several stance letters in 2023 on state legislation regarding housing and/or homelessness. In addition, the City has received six letters of support from various State Assembly and Senate members in support of Encampment Resolution funding towards construction of the Visalia Navigation Center.
HE Program 3.2 MULTIPLE-
FAMILY DEVELOPMENTS
Develop 400 multi-family units (20
extremely low, 40 very low, 60 low, and 80
moderate, and 200 above moderate) over
the four year period.
Annually
In 2023 the City issued permits for 12 multi-family units for a total of 913 units in the four-year period between 2020 and 2023.
During 2023, three CUP entitlements for multi-family residential development projects totalling 847 extremely/very low and low income deed-restricted affordable units were approved. All projects were considered by the Planning Commission within two months of being deemed complete. Two additional Site Plan Review entitlements for multi-family residential development projects totalling 136 extremely/very low and low income deed-restricted affordable units were approved.
HE Program 3.3 FIRST-
TIME HOMEBUYER
Assist 50 low- and moderate-income first-
time homebuyers over the next five years. Ongoing In 2023, the City completed five (5) HOME funded first-time homebuyer and three (3) NSP first-time homebuyer loans as gap financing toward the purchase of a single- HE Program 3.4
MORTGAGE REVENUE
BONDS, MORTGAGE
CREDIT CERTIFICATES,
LOW INCOME TAX
Provide technical assistance for the
issuance of one mortgage revenue bond,
mortgage credit certificate, or low income
tax credit funded project.
Ongoing In 2023, Rancho Colegio a 80-unit and Demaree Apartments a 220-unit new construction affordable housing projects were awarded Low-Income Tax Credits.
HE Program 3.5
FHA/HUD/HCD AND
FEDERAL HOUSING
TRUST PROGRAMS OR
AVAILABLE GOVERNMENT
Contact local affordable housing borrowers
at least annually to provide the most
updated and any new information on
available programs.
Ongoing In 2023, affordable housing borrowers were notified of CDBG funded owner occupied single-family and mobilehome repair programs at no cost to the homeowner.
HE Program 3.6 SECTION
8 HOUSING ASSISTANCE
PROGRAM
Assist 550 lower income families with rental
housing assistance annually. Ongoing
In 2023, the City provided 111 emergency on-time rental assistance to prevent homelessness to lower-income families. The Housing Authority continues to oversee approximately 2,850 housing choice vouchers, 179 public housing units, and 764 affordable housing units in the City of Visalia.
HE Program 3.7 INFORM
PUBLIC OF LOCAL, STATE,
AND FEDERAL HOUSING
PROGRAMS
Conduct at least one presentation annually
to the local real estate industry and/or
nongovernmental organizations regarding
available housing programs.
Ongoing
The City conducted three public hearings and two community meetings explaining current and upcoming affordable housing programs with the use of CDBG and HOME funds.
HE Program 3.8 LOAN
PROGRAM EDUCATION
Sponsor annual or bi-annual meetings to
educate realtors, home buyers, and others
to facilitate promotion of this program, as
funding is available.
Ongoing The City funded first-time homebuyer counseling workshops in 2023. 835
HE Program 3.9 AGENCY
COORDINATION Provide information on a recurring basis. Ongoing The City works closely with Tulare County Association of Realtors and the Home Building Industry Association (BIA) and regularly informing real estate organizations of the City's need for lower income housing sites and incentive programs available to encourage the creation of such housing.
HE Program 3.10
AVAILABILITY OF
FUNDING INCLUDING
LAND WRITE-DOWN
Complete ten applications under this
program per year. Ongoing
The City receives annual federal CDBG and HOME funding from HUD and state PLHA annual funding for HCD. In 2023, the City was awarded state Homekey and Encampment Resolution Funding funds.
HE Program 3.11 CITY
INCENTIVE FOR
AFFORDABLE HOUSING
Identify non-governmental organization
affordable housing providers and explore
opportunities for land purchases.
Ongoing In 2023, the City provided incentives to encourage affordable housing production by offering deferred financing to decrease the total cost of housing production.
HE Program 3.12
DEVELOPMENT FEE
REDUCTION/DEFERMENT
Complete the review and present to City
Council for final consideration. 2020 Completed in 2022. No changes in 2023.
HE Program 3.13 NON-
PROFIT HOUSING
DEVELOPMENT
CORPORATIONS
Provide assistance that will benefit 20 first-
time lower income home buyers over the
next four years.
Ongoing
Five (5) single-family homes were constructed with use of HOME development funds along with HOME and NSP funds for secondary financing to benefit first-time lower income home buyers.
HE Program 3.14 LAND
BANKING
Participate in at least one land banking
project during the current reporting period. Ongoing
The City does not use funding to landbank. However, in 2023 five single-family homes were constructed on city surplus lots that were purchased by Self Help Enterprises for the development of low-income first-time homebuyers.
HE Program 3.15
PROMOTING ACCESSORY
DWELLING UNITS
Achieve five accessory dwelling units per
year for a total of twenty units over the next
four years.
Ongoing The City issued 20 permits for accessory dwelling units in 2023. In total the City had 22 permits for accessory dwelling units applied for in 2023.
HE Program 3.16
ASSISTED HOUSING
PROJECTS ELIGIBLE FOR
CONVERSION
Achieve 100% contact with all subject at-
risk property owners one year before
contract expiration.
Annually The City has continued to monitor properties on an annual basis and has not found any properties at-risk of converting to market rate in 2023.
HE Program 3.17
PLANNING FOR LARGE
SITES
Entitle a minimum of one master planned
project on a RHNA listed site per year. Ongoing
In 2023 the City approved entitlements for two new residential-focused specific plans, on 95 acres (Pratt Family Ranch) and on 500 acres (Carleton Acres). One site (Carleton Acres) is RHNA listed.
HE Program 3.18
TARGETING EXTREMELY-
LOW INCOME
DEVELOPMENTS
Annually pursue State and Federal funds to
increase the supply of housing affordable to
extreme low-income households.
Ongoing
In 2023, the City awarded an additional $425,000 in LMIHAF to the Majestic Gardens project for the development of permanent housing for extremely-low income households at 30% AMI or lower.
HE Program 3.19
CONSISTENCY WITH
STATE DENSITY BONUS
LAW
Complete review of state law and complete
ordinance amendments, as necessary,
within one year of Housing Element
certification. Any applications received for
density bonuses that are found to be
consistent with state law shall be processed
and implemented immediately.
2020 and ongoing
Completed in 2021. No changes in 2023. The City in 2023 approved entitlements for three applications utilizing a density bonus or incentives in accordance with State Density Bonus Law.
836
HE Program 3.20 PROVIDE
PRIORITY SEWER
SERVICE FOR
AFFORDABLE HOUSING
Identify all projects meeting the criteria for
affordable housing and ensure their first
priority status to connect to the City sanitary
sewer system.
Ongoing Capacity and infrastructure are sufficient for all anticipated growth, including affordable housing.
HE Program 3.21 removed
from Final Adopted Housing
Element
Removed from housing element. n/a Not applicable.
HE Program 3.22 MOBILE
HOME PARKS IN HIGH
DENSITY RESIDENTIAL
ZONE DISTRICT
Complete Ordinance Amendment within
one year of Housing Element certification. 2020 Completed in 2020. No changes in 2023.
HE Program 3.23
ACCESSORY DWELLING
UNITS STANDARD
BUILDING PLANS
Prepare standard building plans within two
years of Housing Element certification. 2021
Completed in 2022. In 2023, the plans were updated to be consistent with 2022 Building Code. The City continued to promote the units through its website and by staffing a table at two community events.
HE Program 4.1
HOMEBUYER EDUCATION
PROGRAM OUTREACH
Participate in at least one education
seminar per year. Ongoing
In 2023, the City utilized HOME and NSP funds for first time homebuyer assistance including homebuyer education. The City also promotes Self-Help Enterprises and CSET's homebuyer education services on the City website.
HE Program 4.2
FORECLOSURE
PREVENTION
Verify that the correct and up to date
information is posted to City website, and
updated on at least an annual basis.
Ongoing
Foreclosure prevention and services offered by HUD-approved housing counseling agencies are posted on the City website. The City also refers people to CSET and Self- Help Enterprises for services.
HE Program 4.3 NUISANCE
ABATEMENT IN IMPACTED
NEIGHBORHOODS
Secure properties subject to the emergency
nuisance abatement within 72 hours of
appraisal, and establish a tracking system
for managing nuisance abatement cases
and report activity in the Annual Report.
Ongoing In 2023 the City boarded 14 unsecured properties. The City's goal has been to secure properties within 24 hours of appraisal, well in excess of the 72 hour objective.
HE Program 4.4
FORECLOSURE
ACQUISITION
Annually pursue State and Federal funds
when available. Ongoing In 2023, the City did not acquire any foreclosed properties since it did not have NSP program funding for this program.
HE Program 5.1
LEGISLATIVE
AWARENESS
Participate in at least two legislative
initiatives per year. Ongoing
The City Council has adopted positions related to State legislation and Federal legislation, related to the promotion of the development of affordable, sustainable, and accessible housing, and the promotion of funding towards grants and housing. The City also submitted several stance letters in 2023 on state legislation regarding housing and/or homelessness. In addition, the City has received six letters of support from various State Assembly and Senate members in support of Encampment Resolution funding towards construction of the Visalia Navigation Center.
HE Program 5.2
HOMELESS SHELTER
PROGRAM
Annually allocate funding to provide
assistance and supportive services. Ongoing
In 2023, the City provided $118,000 in PLHA funds for a Seasonal Emergency Low- Barrier Shelter (Warming Center), and $263,795 for a transitional bridge housing project called Eden House for people experiencing homelessness. The City also provided an additional $1,129,275 in CDBG funds for the development of a 100-bed 837
HE Program 5.3
EMERGENCY SHELTERS
PERFORMANCE
STANDARDS AND
EXPANSION OF ALLOWED
USE
Complete Ordinance Amendment and study
within one year of Housing Element
certification.
2020 Completed in 2022. No changes in 2023.
HE Program 5.4
REASONABLE
ACCOMMODATION
Maintain an updated brochure at City
offices and on City website Ongoing
The brochure is available at the front counter and has been posted on the City website https://www.visalia.city/depts/community_development/planning/gp.asp. To date there have been no known requests by the public for reasonable accommodation.
HE Program 5.5 SENIOR
RENTAL HOUSING
Facilitate the construction of at least 10
very low-income and 10 low-income senior
units during the reporting period.
Ongoing In 2023 no building permits were issued for senior rental units.
HE Program 5.6
REHABILITATION
ASSISTANCE FOR SENIOR
& DISABLED
HOMEOWNERS
Provide assistance that will benefit ten (10)
households per year over the next four
years. Track assistance accomplishments
and include in the Annual Report.
Ongoing The City assisted two (2) senior and/or disabled low-income owner occupants with mobile home repairs in 2023.
HE Program 5.7 LARGE
FAMILIES
Facilitate the construction of at least 16
units per year (8 very low- and 8 low- Ongoing None of the low-income dwelling units constructed in 2023 were units with three or more bedrooms.
HE Program 5.8 HOUSING
FOR PERSONS WITH
DEVELOPMENTAL
DISABILITIES
Annually pursue State and Federal funds
that can support housing construction and
maintenance of housing for persons with
disabilities.
Ongoing In 2023, the City provided HOME funds for the development of 5 single-family homes.
One of the homes were fully accessible and 4 homes were ADA adaptable.
HE Program 5.9
EMPLOYEE HOUSING
ALLOWED WHERE
RAISING OF
HORTICULTURAL ITEMS
Complete Ordinance Amendment within
one year of Housing Element certification. 2020 Completed in 2020. No changes in 2023.
HE Program 5.10 ADULT
OVERNIGHT RESIDENTIAL
CARE FACILITY IN MULTI-
FAMILY ZONE DISTRICTS
Complete Ordinance Amendment within
one year of Housing Element certification. 2020 Completed in 2020. No changes in 2023.
HE Program 6.1 HOUSING
REHABILITATION
Assist 25 low-income homeowners during
the course of the current reporting period.
Ongoing In 2023, the City provided 2 single-family homes and 2 mobile homes with owner occuipied housing rehabilitation.
HE Program 6.2 LOW-
INCOME RENTAL
REHABILITATION
Assist twenty (20) low-income owners of
rental properties with forgivable loans over
the next four years.
Ongoing
Self-Help Enterprises provides rental rehabilitation, which the City supports through funding. The City has successfully partnered with Self-Help Enterprises to rehabilitate rental units. No units acquired during 2023.
HE Program 6.3
EMERGENCY REPAIRS
PROGRAM
Assist twenty (20) low-income homeowners
over the next four years. Ongoing
In 2023, City utilized CDBG funds to Habitat for Humanity to administer a Emergency Repair & Accessibility Repair Program (ERAP) and Self-Help Enterprises (SHE) to administer a Senior Mobile Home Repair Program (SMHRP). Habitat for Humanity assisted 2 homes with emergency minor home repairs including addressing housing code violations. SHE assisted 2 mobile homes with essential repairs. 838
HE Program 6.4
ENFORCEMENT OF
HOUSING AND BUILDING
CODES
Complete fifty (50) residential inspections
per year in response to substandard
building or living condition referrals.
Ongoing In 2023, Neighborhood Preservation responded to 155 substandard housing complaints.
HE Program 6.5
REHABILITATION AND
ADAPTIVE REUSE
Assist with rehabilitating one unit per year. Ongoing
The City did not receive any requests for assistance associated with the rehabilitation and/or adaptive reuse of historic residences during the evaluation period.
The City provides $50,000 in CDBG funds for a minor home repair program through Habitat for Humanity for a maximum of $5,000 per household. However, none of the ERAP addresses assisted were located in the Historic District.
HE Program 6.6 HOUSING
CONDITIONS SURVEY /
REHABILITATION &
DEMOLITION STUDY
Complete survey by the end of calendar
year 2020. 2020 Completed in 2020. No changes in 2023.
HE Program 7.1 FAIR
HOUSING
Maintain and update educational materials
on the City website, and conduct one to two
comparative rental tests per year based on
need and available financing.
Ongoing
The City maintains its association with NGO partners in responding to housing discrimination complaints and contracts with an agency that performs side by side tenant lease tests to surface discrimination by leasing agents. The City has contracted together with Fair Housing Council of Central California to conduct fair housing training, surveys, and testing. Educational materials are posted on the City website https://www.visalia.city/depts/finance/housing_n_cdbg_services/fair_housing_protection /default.asp.
HE Programs 8.1 ENERGY
& WATER CONSERVATION
PROGRAM
Maintain and update educational materials
on the City website. Ongoing
Educational materials are posted on the City's websites:
https://www.visalia.city/depts/administration/water_conservation/cal_water/default.asp https://www.visalia.city/depts/public_works/natural_resource_conservation/renewable_e nergy_n_conservation/resources_n_incentives.asp
HE Program 9.1
IMPLEMENTATION
REPORTING
Provide an Annual Progress Report to State
HCD every year during the course of the
reporting period.
Annually
The City has prepared and submitted the Annual Housing Report to State HCD, each year between 2015 and 2022, and the State has acknowledged receipt of the report.
The 2023 Annual Progress Report will be presented to the City Council on March 18, 2024 and sent to HCD by March 31, 2024.
HE Program 9.2
PROGRESS MEETING
Convene annual meeting to review the
Housing Element implementation progress.
Annually Meetings to review and assess Housing Element Implementation Progress were done sporadically through 2023.
HE Program 9.3 MONITOR
THE RHNA LAND
INVENTORY
Report annually on maintenance and status
of the RHNA Land Inventory, and ensure
that no net loss of RHNA medium and high
development density sites.
On a project basis as
needed, and annually
The City has provided annual reports on the status of the RHNA sites inventory as part of the City's preparation and submittal of the Annual Progress Report. A sufficient balance of all income categories continues to exist. There was no loss of land designated for these categories in 2023. Specifically there were no General Plan Amendment nor Change of Zone entitlements processed in 2023 resulting in a reduction of land designations for these income categories.
HE Program 9.4 MONITOR
CONDITIONAL USE
PERMIT (CUP)
REQUIREMENT IMPACTS
ON AFFORDABLE
HOUSING
Report annually to the Planning
Commission on the effect of CUP
requirements compared with comparable
“permitted by right” projects, and ensure
that CUP processing and conditions do not
adversely impact the project’s affordability.
On a project basis as
needed, and annually
A report for the 2023 year is anticipated to be presented to the Commission in April 2024.
839
HE Program 9.5
COMPREHENSIVE
ANNUAL MONITORING
PROGRAM
Include documentation of annual sales and
rental rates in the Annual Progress Report. Annually
The City uses the preparation of the Consolidated Annual Performance and Evaluation Report (CAPER) to annually evaluate the efficiency of the City's Housing programs. In addition the City conducts annual evaluations of existing home sales prices and rent market analysis to compare the established analysis by HUD.
HE Program 9.6
SUCCESSOR HOUSING
AGENCY REPORTING
PROGRAM
Provide a report on housing and financial
activity information in the Annual Progress
Report.
Annually The City has provided Annual Reports that specify housing and activity information pertaining to the successor housing agency.
HE Program 9.7
DISADVANTAGED
UNINCORPORATED
COMMUNITIES (DUC)
Complete the City-initiated annexation of
the K Road County Island by June 30,
2020, and continue to adhere to any current
requirements of Senate Bill 244 following
the completion of the annexation.
2020 and ongoing Completed in 2020. No changes in 2023.
HE Program 9.8 Link Transit
Facilities and Services with
RHNA Land Inventory Sites
Continually maintain map exhibits and
policies in transportation related plans, as
needed, to ensure optimal linkages with
current high density residential nodes and
RHNA land inventory sites to jobs,
commerce, and services hubs.
Ongoing
Map exhibits have been placed in the City's Active Transportation Plan and the Long Range Transit Plan that illustrate optimal linkages, defined by the locations of current high density residential nodes and RHNA land inventory sites to jobs, commerce, and service hubs.
840
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
841
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
The description should adequately document how each
unit complies with subsection (c) of Government Code
Section 65583.1+.
For detailed reporting requirements, see the chcklist
here:
Extremely Low-
Income+ Very Low-Income+ Low-Income+ TOTAL UNITS+
Extremely Low-
Income+
Very Low-
Income+ Low-Income+ TOTAL UNITS+
https://www.hcd.ca.gov/community-
development/docs/adequate-sites-checklist.pdf
Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
842
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates
an optional field
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
Moderate-
Income Non Deed
Restricted
Above
Moderate-
Income
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
843
Jurisdiction Visalia
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 12/31/2015 - 12/31/2023 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.
844
Jurisdiction Visalia Note: "+" indicates an optional field Reporting Period 2023
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
094-190-005-000 1134 E Center Vacant Surplus Land 1.34 Designation Date: 03/24/2022 094-293-004-000 NEC Garden & Main St Public Facilities Surplus Land 0.23 Designation Date: 12/09/2019 094-100-002-000 701 E Race Public Facilities Surplus Land 3.26 Designation Date: 09/28/2020 094-250-020-000 700 Murray St Public Facilities Surplus Land 1.47 Designation Date: 09/28/2020 094-221-010-000 SEC Acequia & Santa Fe Public Facilities Surplus Land 0.51 Designation Date: 09/10/2020 097-241-003-000 SEC East Tulare Ave & Santa Fe Vacant Surplus Land 0.51 Designation Date: 05/17/2021 103-120-085-000 McAuliff, South of Houston Vacant Surplus Land 1.4 Designation Date: unknown 103-320-060-000 SEC Douglas & McAuliff Vacant Surplus Land 5.7 Designation Date: 03/24/2022 103-320-059-000 SWC Douglas & McAuliff Vacant Surplus Land 4.9 Designation Date: 03/24/2022 094-240-049-000 SWC Burke & School Vacant Surplus Land 3.56 Successor Agency Property 094-190-016-000 Near Ben Maddox on Center Vacant Surplus Land 0.54 Successor Agency Property 094-190-018-000 SWC Goshen & Ben Maddox Vacant Surplus Land 0.45 Successor Agency Property 094-180-012-000 SWC Goshen & Ben Maddox Vacant Surplus Land 3.98 Successor Agency Property 094-055-001-000 SEC Houston & NW 5th Vacant Surplus Land 0.09 Successor Agency Property 094-180-009-000 SEC Goshen & Burke Vacant Surplus Land 4.1 Successor Agency Property NOTE: This table must contain an invenory of ALL
surplus/excess lands the reporting jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Tulare County jurisdictions, please format the APN's as follows:999-999-999-999 845
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Project Type Date
2 3
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date Very Low- Income
Deed Restricted
Very Low- Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
Moderate-
Income
Summary Row: Start Data Entry Below
Not
Cells in g
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This
table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to
Government Code65915(b)(1)(F)
Annual Progress Report January 2020
846
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 12/31/2015 - 12/31/2023
No
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their internet website containing authorizing local ordinance and supporting materials.
Notes
847
Jurisdiction Visalia
Reporting Year 2023 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.
Task $ Amount Awarded $ Cumulative Reimbursement
Requested
Other
Funding Notes
Housing Element Update $155,000.00 $0.00 Local General
Fund
Approximately 95% work completed in 2023; 100%
completion planned by June 2024. 2023 tasks
completed included completing community
outreach, pushing a public review draft, submitting
and responding to HCF, and adoption by City Council.
Remaining work is to respond to any comments from
HCD to receive approval.
Accessory Dwelling Unit Ordinance $28,500.00 $0.00 Local General Fund
2023 tasks completed included conducting of
stakeholder interviews and preparation of
stakeholder summary report. Work on draft
ordinance commenced; to be complete in 2024.
Planned Residential Development
Ordinance $62,500.00 $0.00 Local General
Fund
2023 tasks completed included conducting of
stakeholder interviews and preparation of
stakeholder summary report. Work on draft
ordinance commenced; to be complete in 2024.
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 372
Non-Deed Restricted 168
Deed Restricted 609
Non-Deed Restricted 42
Deed Restricted 0
Non-Deed Restricted 215
1362
2768
Current Year
Deed Restricted 0
Non-Deed Restricted 14
Deed Restricted 0
Non-Deed Restricted 16
Deed Restricted 0
Non-Deed Restricted 156
165
351
Current Year
Deed Restricted 48
Non-Deed Restricted 20
Deed Restricted 22
Non-Deed Restricted 240
Deed Restricted 0
Non-Deed Restricted 265
166
761
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
In Progress
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
246,000.00$
Task Status
In Progress
In Progress
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
848
Jurisdiction Visalia
Reporting Year 2023
Housing Element Planning Period 5th Cycle
Current Year
Deed Restricted 0
Non-Deed
Restricted 14
Deed Restricted 0
Non-Deed
Restricted 16
Deed Restricted 0
Non-Deed
Restricted 156
165
351
Units by Structure Type Entitled Permitted Completed
Single-family Attached 4 0 0
Single-family Detached 1578 316 449
2 to 4 units per structure 26 2 120
5+ units per structure 1160 12 172
Accessory Dwelling Unit 0 21 20
Mobile/Manufactured Home 0 0 0
Total 2768 351 761
Infill Housing Developments and Infill Units Permitted # of Projects Units 213 225
126 126
16 1,878
1,878
0 0
0 Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
(Jan. 1 - Dec. 31)
12/31/2015 - 12/31/2023
Units Constructed - SB 35 Streamlining Permits
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
849
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 1 2
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 35 (2017) 0 0
Ministerial and Discretionary Applications # of Applications Units Ministerial 6 167
Discretionary 10 1745
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 65 0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
850
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0083 Agenda Date: 3/18/2024 Agenda #: 12.
Agenda Item Wording:
Award of L&L Contract - Authorize the City Manager to Award RFB 22-23-12 annual contract for Landscape Maintenance of Landscape and Lighting Districts within Quadrant L to Clean Cut Landscape Management, Inc., not to exceed $95,744.00.
Deadline for Action: 3/18/2024
Submitting Department: Community Services
Contact Name and Phone Number: Zach Huff, Acting Urban Forestry Supervisor 713-4295; [email protected] <mailto:[email protected]> Alvin Dias, Parks and Facilities Manager 713- 4564; [email protected] <mailto:[email protected]> John Lollis, Assistant City Manager 713 -4323; [email protected] <mailto:[email protected]> Department Recommendation: That the City Council authorizes the award of an annual contract for landscape maintenance to Clean Cut Landscape Management, Inc., of Clovis, CA, in the amount of $95,744.00 to include a ten percent (10%) contingency of $8,704.00, per specifications of RFB 22-23 -12.
Background Discussion:
The previous Quadrant L landscape contract expired on April 30, 2022, and has been on a month-to- month basis with a temporary contractor, awaiting the award of a new formal landscape maintenance contract. Quadrant L is located in the northwestern portion of the city, between N. Shirk St. to the west, W. Goshen Ave. to the north, N. Chinowth St. to the east, and W. Hillsdale Ave. to the south, and is the final Landscape and Lighting Quadrant that is on a temporary month-to-month contract to be awarded through a formal Request for Bidders (RFB) process.
On February 01, 2024, and February 06, 2024, the City solicited bids by advertising in the Visalia Times Delta with the RFB posted on Bid-Net. The City also mailed RFB notices, inviting contractors to participate in this bid process.
On Wednesday, February 14, 2024, a non-mandatory pre-bid meeting was held in the City Council Chambers.
During the pre-bid meeting, staff reviewed the bid specifications, reviewed the mandatory requirements imposed by the State of California Department of Industrial Relations and answered questions.
Staff received several questions from contractors where staff carefully reviewed and answered them in separate addendums.
Visalia City Council Printed on 4/26/2024Page 1 of 3
powered by Legistar™
851
File #: 24-0083 Agenda Date: 3/18/2024 Agenda #: 12.
On Thursday, February 29, 2024, the City received bids from four (4) contractors in the Bid Summary below. Clean Cut Landscape Management, Inc., of Clovis, CA was the qualified low bidder for RFB 22-23-12 Landscape Maintenance of Quadrant L contract.
· Clean Cut Land Management Inc., Clovis, CA $ 87,039.96 annually · Brightview Landscape, Fresno, CA $ 89,549.40 annually · Elite Maintenance and Tree Service, Clovis, CA $ 91,214.04 annually · Perfect Care Landscape & Maintenance, Tulare, CA $111,670.44 annually With this contract some extra work may be needed from time to time, such as shrub and tree replacement, irrigation improvements, and fertilization in districts with sufficient funding. A ten percent (10%) contingency of $8,704.00 would be added to the contract to cover those extra tasks. The scope of work was also updated giving the contractor more specific shrubs heights and leaf litter cleaning intervals to improve the appearance of the landscapes. Another change within the scope of work for landscape maintenance contracts going for three (3) tiers of level of service. This will enable City staff to reduce cost for districts where expenditures are higher than revenues, by reducing the intervals of service. (Please attachment Levels of Service) Clean Cut Land Management Inc., is currently performing several landscape maintenance contracts for the City and is fully aware of the expectations by residents and staff to maintain the districts within Quadrant L at a “Level A” service.
This is considered a Public Works maintenance contract and therefore, is subject to State of California prevailing wages, registration with the Department of Industrial Relations and submission on certified payroll to the Labor Commissioner as well as other requirements outlined in the City’s Labor Compliance Manual which was a part of the specifications.
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 Visalia City Council Printed on 4/26/2024Page 2 of 3
powered by Legistar™
852
File #: 24-0083 Agenda Date: 3/18/2024 Agenda #: 12.
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 closest to the anniversary month of contract. In no instance shall the price increase exceed five percent (5%). The contracts 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.
The initial agreement is for a 12-month period, with an option to renew annually for four (4) one-year periods upon providing satisfactory performance and as mutually agreed.
Fiscal Impact:
The fiscal impact for RFB 22-23-12 Annual Contract for Landscape Maintenance of Quadrant L will be allocated from Funds 272 Open Space District 2721-55230, and 273 Landscape and Lighting 2731-55230 account, of which funds have been budgeted.
Prior Council Action: None
Other: None
Alternatives: Reject low bidder and go out for another Request for Bidders.
Recommended Motion (and Alternative Motions if expected):
Move to Authorize the award of an Annual Contract for Landscape Maintenance of Quadrant L, to Clean Cut Land Management Inc., of Clovis, CA. for $95,744.00 annually per specifications of RFB 22-23-12.
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments: Annual Contract for Landscape Maintenance of Quadrant L RFB 22-23-12, RFB 22-23 -12 Addendum 1, Exhibits, Clean Cut Land Management Inc. signed bid form, Levels of Service.
Visalia City Council Printed on 4/26/2024Page 3 of 3
powered by Legistar™
853
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
1 of 58
CITY OF VISALIA, CALIFORNIA
REQUEST FOR BIDS (RFB) 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE OF
QUADRANT L
Bid Submittal Deadline: Thursday, February 29, 2024, at 2:00 P.M.
Bids received after the time and date stated above shall be returned unopened to the bidder.
The City of Visalia expressly reserves the right to modify, or withdraw from, the process initiated and described herein. No rights shall be vested in any party, individual or entity by virtue of its preparation to participate in, or its participation in, such process. The City expressly reserves the right to modify, for any reason, the schedule and any provision contained herein.
The City reserves to itself the selection of winning respondent(s), if any, in the exercise of its sole discretion. No binding commitment shall arise on the part of the City to any respondent under this Request for Bid until and unless the parties sign documents of agreement that become effective in accordance with their terms. Responses to this RFB, however, shall be held firm by Bidder for at least ninety (90) days.
Contract resulting from this bid process is considered a Public Works Maintenance Contract, subject to registration with the Department of Industrial Relations (DIR), Payment of State Prevailing Wages, Monitoring by the Labor Commissioner and other requirements listed in the City’s Labor Compliance Manual (attached). All Bidders and Subcontractors (if any) must be registered with the DIR to be eligible to bid on, be listed as a subcontractor, or perform work under this contract.
Direct inquiries regarding clarification of this bid document to the Purchasing Division (559) 713-4334. To prevent misinterpretation, especially questions regarding contract requirements or regarding the scope of services, the Purchasing Division prefers that all questions be submitted in writing via email to [email protected] or via fax (559) 713-4801. All questions must be received by 4:00pm on Tuesday, February 20, 2024.
Legal Ads 02/01/24 & 02/06/24
854
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
2 of 58
TITLE TABLE OF CONTENTS PAGES
I. Definitions ................................................................................................................... 4 II. Introduction ................................................................................................................. 4 III. Instructions to Bidders .............................................................................................. 6 IV. Landscape & Lighting Maintenance Acreage Policy .............................................. 6 V. Contract Acceptance After Award ............................................................................ 7 VI. Scope of Work/Services ............................................................................................ 8 A. Standard Requirements ......................................................................................... 7 B. Landscape Maintenance ...................................................................................... 11 C. Important Notice ................................................................................................... 22 D. Department of Industrial Relations Requirements ............................................... 22 E. City of Visalia Labor Compliance Manual ............................................................ 25 VII. General Conditions .................................................................................................. 25 A. Contracting Agency .............................................................................................. 25 B. Term of Contract .................................................................................................. 25 C. Pricing .................................................................................................................. 26 D. Approximate Estimate .......................................................................................... 26 E. Examination of Specifications and Site(s) of Work .............................................. 26 F. Discrepancies and Misunderstandings ................................................................ 26 G. Bid Forms ............................................................................................................. 27 H. Withdrawal of Bids ............................................................................................... 27 I. Disqualification of Bidders.................................................................................... 27 J. Opening of Bids ................................................................................................... 27 K. Incurring Costs ..................................................................................................... 27 VIII. Protests and Appeals ............................................................................................... 27 IX. Award and Execution of Contract ........................................................................... 28 A. Evaluation and Award of Contract ....................................................................... 28 B. Basis of Bid Award ............................................................................................... 29 C. References ........................................................................................................... 29 D. Cooperative Agreements ..................................................................................... 29 E. Contract Bonds .................................................................................................... 29 F. Failure to Execute Contract .............................................................................. 29 X. Control of Work ........................................................................................................ 29 A. City-Contractor Relations ..................................................................................... 29 B. Care of Existing Structures .................................................................................. 30 C. Existing Utilities .................................................................................................... 30 D. Labor .................................................................................................................... 31 E. Use of City Personnel and Equipment ................................................................. 31 F. Materials............................................................................................................... 32 XI. Measurement and Payment ..................................................................................... 32 A. Billing and Payments ........................................................................................... 32 B. Measurement and Payment ................................................................................. 32 C. City’s Right to Withhold Certain Amounts ............................................................ 32 D. Extra Work ........................................................................................................... 33 XII. Legal Responsibilities & Special Provisions ......................................................... 34 A. Assignment .......................................................................................................... 34 B. Termination of Contract ....................................................................................... 34 C. Rights and Remedies of City for Default .............................................................. 34 D. Permits and Licenses ........................................................................................... 34 E. Equal Employment Opportunity ........................................................................... 35 F. Ethics in Public Contracting ................................................................................. 35 G. Disclosure of Independence and Relationship .................................................... 35 H. Prevailing Wages and Labor Laws ...................................................................... 35 I. Insurance and Indemnification ............................................................................. 35 855
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
3 of 58
J. Public Convenience and Safety ........................................................................ 36 K. Safety Orders .................................................................................................... 36 L. Hazardous Waste ............................................................................................. 37 M. Dust Abatement ................................................................................................ 37 N. Noise Levels ..................................................................................................... 37 O. Personnel Protective Equipment ...................................................................... 37 P. Right to Require Performance .......................................................................... 37 Q. Compliance with Laws ...................................................................................... 37 R. Venue ............................................................................................................... 37 S. Firearms ............................................................................................................ 37 T. Executive Order N-6-22 – Russia Sanctions .................................................... 38
Exhibits (Exhibits A through B-9 are to be completed and submitted with Bid)
Exhibit A Bid Form ............................................................................................... 39-42 Exhibit B-1 E.E.O. Compliance Certification (To accompany bid form) ...................... 43 Exhibit B-2 Certificate of Non-Segregated Facilities .................................................... 44 Exhibit B-3 Bid Guarantee ........................................................................................... 45 Exhibit B-4 Non-Collusion Affidavit .............................................................................. 46 Exhibit B-5 Certificate concerning Workers Compensation Insurance ........................ 47 Exhibit B-6 Americans with Disabilities Act Compliance Certificate ............................ 48 Exhibit B-7 Disclosure Forms....................................................................................... 49 Exhibit B-8 Drug-Free Workplace Certification ............................................................ 50 Exhibit B-9 Iran Contracting Act Certification ............................................................... 51
Exhibit C Sample Contract (for information only, do not submit with bid) ................ 52 Attachment 1, General Contract Provisions ............................................. 55 Attachment 2, Standard Insurance Requirements .................................... 57
Separately Attached:
Exhibit D-1 Locations Listing and Square Footages
Exhibit D-2 Locations Map
Exhibit D-3 Water Conservation Ordinance
Exhibit D-4 City of Visalia Labor Compliance Manual Exhibit D-5 Applicable State Prevailing Wages
Exhibit D-6 Monthly Irrigation Report Template
Exhibit D-7 Water Schedule Worksheet
856
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
4 of 58
I. DEFINITIONS
For the purposes of RFB NO. 22-23-12 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 Bid in response to the Request for Bid.
4. “Bid” and “Proposal” are used interchangeably to mean an individual’s or entity’s offer in response to this Request for Bid.
5. “RFB” means Request for Bid No. 22-23-12.
II. INTRODUCTION
The City of Visalia is requesting bids for landscape maintenance of an area identified as Quadrant G.
Maintenance of areas must include if applicable, but not be limited to, pruning, shaping and training of trees, shrubs and ground covers; fertilization; weed control; litter control; control of all plant diseases and pests; mowing; maintenance of irrigation system; and all other duties required to keep the area(s) in safe, attractive, usable condition and maintain plant and turf condition with horticulturally acceptable growth and color and as otherwise described herein. Landscape Maintenance for the City of Visalia must be "priority work" for the successful contractor. Contractor must have sufficient equipment and employees to complete the work in accordance with the specifications and requirements of this Invitation to Bid.
This contract is for the maintenance of approximately 456,170 sq. ft. (10.472 acres) Refer to Attachment D-1 and D-2 of this RFB for square footage and location details.
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. Award will be made to the lowest bidder whose proposal is deemed both responsive and responsible and meets the requirements and criteria set forth in this RFB.
A Non-Mandatory Pre-Bid Meeting has been scheduled for this project. Bidder attendance is encouraged but not required. at. Meeting will be held in the City Council Chambers at Visalia City Hall, 707 W. Acequia Avenue, Visalia as follows:
Wednesday, February 14, 2024 at 10:30 A.M.
Time will be set aside at these meetings for Contractors to ask questions about the project work and contract requirements. It shall be the responsibility of the Contractor to have acquired full knowledge of the job sites, scope of work and any problems or difficulties that may affect the work proposed.
This Request for Bids is being issued by the City of Visalia Purchasing Division. Unless otherwise directed, all communications regarding this regarding this RFB should be directed to the Purchasing Division at (559) 713- 4334. To prevent misinterpretations, the Purchasing Division prefers that all questions be sent by e-mail to [email protected] or via fax: 559-713-4801.
Any revisions to the Invitation to Bid will be issued and distributed as addenda. Bidders are specifically directed not to contact any other City personnel for meetings, conferences, or technical discussions related to this Invitation to Bid. Failure to adhere to this policy may be grounds for rejection of Bids.
Local Vendor Preference: In an effort to encourage local businesses to provide goods and services to the City, Council has enacted a local preference. The local preference will apply to any business that has a business address within Tulare County for a minimum of six months. A Post Office Box will not be accepted as a business address. The City reserves the right to request proof of Tulare County address.
857
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
5 of 58
The local preference for bids consists of a match preference in which a local vendor whose bid is within 5% of the apparent low bidder will be given three (3) business days, from date notified, to match or beat the low bid. If there is more than one local vendor that is within the 5% range, the offer goes to the local vendor that is closest to the low bid.
Public Works Maintenance contract: Notice is hereby given that this is a Public Works Maintenance Contract.
In compliance with SB854 and Labor Code Section 1725.5, all contractors and subcontractors bidding and performing work on Public Works Projects must: 1) Be currently registered with the California Department of Industrial Relations (DIR), 2) Furnish electronic payroll records for new projects to the Labor Commissioner.
Awarded Contractor will be required to furnish the City of Visalia with their DIR registration number. See Scope of Work, Section D and City of Visalia Labor compliance Manual (attached) for additional details.
Prevailing Wages: Awarded Contractor must comply with State Regulations that apply to this contract, including payment of prevailing wages. Pursuant to Sections 1770, et. seq., of the California Labor Code, the selected firm will be required to pay not less than the prevailing wage of per diem wages as determined by the Director of the California Department of Industrial Relations. The prevailing wages associated with this work are attached as Exhibit D-5.
The City of Visalia 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, religion, creed, age, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, gender, gender identity or expression, sexual orientation, or military and veteran status in any consideration leading to the award of contract.
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.
The City of Visalia reserves the right to reject any or all bids.
858
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
6 of 58
III. INSTRUCTIONS TO BIDDERS
1. Fill out attached Bid Form (Exhibit “A”) in ink or typewriting completely.
2. Cross out and initial mistakes in ink and place the correct response next to same.
3. Timely submit Bid in a sealed envelope addressed and marked as follows:
From: Bidders Name & Mailing Address
To: City of Visalia Purchasing Division
707 W. Acequia Avenue
Visalia, California 93291
In lower left-hand corner of envelope write or type: Landscape Maintenance Quadrant L RFB NO. 22-23-12
4. Submit a security deposit of no less than 10% of the Bid amount to the City with the sealed Bid to guarantee the Bid. City will not consider Bids which are not accompanied by the required security. Security may be made by certified check, cashier’s check, or Bidder’s bond. Forfeiture of Bid security shall be governed by California Contract Code Section 20172-20174.
5. Submit each of the required Certifications, Affidavits, Assurances, Statements and Questionnaires as well as optional waiver(s) to the City with the sealed Bid. The city will not consider Bids which are not accompanied by the required completed forms.
6. Submit a copy of Bidder’s valid Pesticide Applicator’s License (QAL) Category B and a copy of Bidder’s valid Maintenance Gardener Pest Control Business License. If Bidder is subcontracting this work to any entity holding a Pesticide Applicator’s License (QAL Category B) and a valid Maintenance Gardener Pest Control Business License, the Bidder must properly identify the subcontractor on the Subcontractor Listing Form with the bid. All Subcontractors must be DIR Registered and maintain registration to perform work under this contract.
7. Inquiries regarding this Request for Bids may be directed to the Visalia Purchasing Division, at (559) 713-4334. However, to prevent misinterpretations, the Purchasing Department requests that all questions be submitted in writing via email [email protected] or via fax (559) 713- 4801.
Questions regarding this RFB are due no later than 4:00pm on Tuesday, February 20, 2024.
IIVV.. LLAANNDDSSCCAAPPEE AANNDD LLIIGGHHTTIINNGG MMAAIINNTTEENNAANNCCEE AACCRREEAAGGEE PPOOLLIICCYY
The City of Visalia enacted a Landscape and Lighting Maintenance Acreage Policy which applies to all Landscape and Lighting Maintenance Districts (Quadrants). This policy became effective June 19, 2023.
Landscape and Lighting Maintenance Acreage Policy
The objective of this policy is to achieve a high level of service for each City managed Landscape and Lighting District by following the parameters set forth.
1. Contractors will be allowed to bid on and maintain up to 60-acres of Landscape and Lighting Districts for the City of Visalia.
2. Contractors that have reached the Landscape and Lighting District 60-acre maintenance limit will be allowed to maintain acreage over 60-acres only when that overage is added to an existing landscape maintenance contract due to new construction or the reorganization of a new maintenance district.
This exception will only apply for the duration of the current maintenance contract.
859
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
7 of 58
3. Landscape Maintenance contractors are limited to a maximum of 60-acres of territory in the City of Visalia. If a Contractor is not yet at the 60-acre threshold and wishes to bid on additional acreage the Contractor may bid on those. If, however, said Contractor is the lowest bidder for various Quadrants and award of those Quadrants would push his acreage over the threshold of 60-acres, the Contractor will be allowed to select which Quadrant he wishes to be awarded, and that would keep the contractor at, or below the 60-acre limit. The remaining Quadrants will be awarded to the 2nd lowest bidder (provided that Bidder is also under the 60-acre threshold and meets all other specifications)
4. Bids received from contractors to maintain additional Landscape and Lighting Districts that currently have Landscape and Lighting District maintenance contracts with the City of Visalia will not be accepted if the acreage places the contractor over the 60-acre limit.
VV.. CCOONNTTRRAACCTT AACCCCEEPPTTAANNCCEE AAFFTTEERR AAWWAARRDD
Contract Acceptance: After award of the contract, the Contractor will inspect and review current landscape and irrigation conditions of the project areas. The Contractor must provide a statement summarizing the status of the current landscape conditions and irrigation system along with a cost estimate to make the necessary corrections and present them to the Project Manager for review. The Project Manager will schedule a meeting with the Contractor to review the current landscape and irrigation conditions of the project work areas and agree to a resolution and approval of the project areas. The Project Manager will provide a statement summarizing the resolution of the current landscape conditions and irrigation system and must be executed by the Contractor as stated below.
Acceptance of contract will be done in phases:
Phase 1: 10 acres or less the contractor will have (30) thirty days to inspect all areas and provide summary of conditions to the Project Manager for a resolution. Once the resolution is agreed upon the contract will accept the conditions and complete the resolutions within (4) four months of contract providing all material receipts and labor costs as agreed.
Phase 2: 10 to 20 acres the contractor will have (60) sixty days to inspect all areas and provide summary of conditions to the Project Manager for a resolution. Once the resolution is agreed upon the contract will accept the conditions and complete the resolutions within (5) five months of contract providing all material receipts and labor costs as agreed.
Phase 3: 30 or more acres the contractor will have (90) ninety days to inspect all areas and provide summary of conditions to the Project Manager for a resolution. Once the resolution is agreed upon the contract will accept the conditions and complete the resolutions within (6) six months of contract providing all material receipts and labor costs as agreed.
At least sixty (60) days prior to the renewal of the contract a revised statement summarizing the landscape conditions and irrigation system of the project work area must be prepared by the City’s project manager and executed by the Contractor.
The City will conduct regular inspections of the landscaping work by the Contractor and issue observed “Out of Compliance” reports to the Contractor. The Contractor will be required to review and remedy the observed “Out of Compliance” issues of those observed areas of the inspection reports by the City. This does not relinquish the contractor of any responsibility to inspect and ensure that all areas maintained by the contractor are compliant as outlined in the contract.
Sixty (60) Days prior to annual contract renewal or termination of contract, all landscape repairs and replanting requested by the City’s Project Manager must be complete. Any work left in an unacceptable condition will be cause for delay of final payment to Contractor until such time as the City has repairs and replanting completed.
Final payment will be reduced by the cost of these repairs and replanting. 860
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
8 of 58
VVII.. SSCCOOPPEE OOFF WWOORRKK//SSEERRVVIICCEESS
A. STANDARD REQUIREMENTS AND LEVEL OF SERVICE
Maintenance of areas must include if applicable, but not be limited to, pruning, shaping and training of trees, shrubs and ground covers; fertilization; weed control; litter control; control of all plant diseases and pests; mowing; maintenance of irrigation system; and all other duties required to keep the area(s) in safe, attractive, usable condition and maintain plant and turf condition with horticulturally acceptable growth and color and as otherwise described herein. Landscape Maintenance for the City of Visalia must be "priority work" for the successful contractor. Contractor must have sufficient equipment and employees to complete the work in accordance with the specifications and requirements of this Invitation to Bid.
LEVELS OF SERVICE
The City of Visalia prefers the highest level of service for all areas of the Quadrant. Most areas in all Quadrants have funding that can support the highest level of service. However, there are rare instances when the available funding in a particular area of a Quadrant will require the City to reduce the costs for that area by reducing the level of service (frequency of service) for that area. Therefore, the City of Visalia reserves the right to assign a service level of less frequency (Level B or Level C Service) to specific areas of a Quadrant when City deems necessary.
The City will provide the Contractor with 30 days advance written notice listing the area and square footages for which service shall be reduced and the effective day of service reduction. City will also automatically reduce the contract payment amount for those specific areas according to the table below which shows the reduction for Level B and Level C.
Service
Level
Frequency of Service Number of
Services
Annually
Percentage by
which Contractor’s
price will be
reduced
A Once per week intervals 52 -
B Two-week intervals 26 25%
C Once per month intervals 12 33%
1. Standards. Contractor must perform services in a manner commensurate with the highest quality professional standards of the landscape maintenance profession, using qualified and experienced personnel and high-quality equipment and materials.
The specifications and standards must be met by Contractor at all times regardless of Contractor’s employees’ absence or established staffing pattern and levels.
2. Working Day. The contractor's activities must be confined to the hours between 6:00 a.m. PST and 6:00 p.m. PST, Monday through Friday, excluding holidays. Deviation from these hours will not be permitted without the prior written consent of the City, except in emergencies involving immediate hazard to persons or property.
No normal and routine maintenance operations that cause excessive noise shall be performed before 7:00 a.m.
861
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
9 of 58
All or some locations may require blowing of parking lots and other hardscape areas prior to normal business hours of 8 a.m. PST to avoid materials being blown onto private vehicles and customers, i.e., Civic Center, and other customer-based facilities.
Contractor shall comply with the City of Visalia’s Municipal Code, Title 8 Health and Safety, Chapter
8.36 Noise. The City of Visalia Municipal Code can be found at www.visalia.city.
3. Company Identification.
All employees must wear uniforms or other identifying clothing, to make clear to all observers that they are employed by the contractor.
All vehicles (trucks, etc.) used in the course of fulfilling this contract shall have appropriate company identification, visible to all observers, to identify vehicles as being owned by the contractor.
4. Professional Conduct. Contractor and contractor’s employees must conduct themselves professionally at all times in public and when dealing with City staff and/or Visalia citizens. This will include but not be limited to refraining from using profane or vulgar language in public areas while performing work under this agreement. Contractor and contractor’s employees will also afford residents and citizens the utmost courtesy and respect at all times.
5. Property Owner Concerns. Contractor must make every attempt to satisfactorily address concerns and issues presented by residents of the district. As soon as the contractor is aware of a resident concern either directly or indirectly, the contractor shall immediately inform the Project Manager of the concern (including the resident’s name and phone number if possible), and what action was taken or will be taken by the contractor to address the concern.
Failure of the Contractor to abide by these terms and meet addressed concerns of the Quadrant’s residents will result in a $100 liquidated damages assessment or contract termination. The amount of damages for these types of issues is difficult to estimate, therefore a $100 liquidated damages assessment (per incident) shall represent costs incurred by the City in responding to complaints concerning the Contractor.
6. Mowing All Turf areas covered by this contract shall be mowed at the intervals established by the Level of Service assigned to the area (Level A, Level B or Level C Service).
7. Watering. Irrigation systems must be maintained, repaired, and adjusted to prevent wetting of adjacent streets and water waste during the irrigation cycle.
Contractor shall follow the City’s and State’s water regulations. There will be a liquidated damage assessment of $100 per incident or termination of contract if multiple or gross violations occur in recognition of the importance of water conservation. The amount of damage for these types of issues is difficult to estimate and therefore, $100 shall represent costs incurred by the City in responding to complaints concerning the Contractor.
8. Signage. All regulatory park, street, and traffic signs, trail head signs, city information signs, botanical garden signs, donation monuments or stones, individual plant placards, etc., must be kept clean and clear of plant materials, dirt and dust, graffiti, and animal and bird excrements.
9. Chemicals. The City reserves the right to reject any chemicals Contractor and/or their subcontractors propose to use, prior to or during actual use. Safety Data Sheets (S.D.S.) shall be provided to City prior to award of contract and in case of changes after award of contract at least thirty (30) days prior to usage by Contractor for any chemicals while performing this contract.
862
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
10 of 58
Materials shall be non-staining, non-corrosive, and shall not leave a flammable residue. Contractor shall not use pesticides in Category 1 (no chemicals with LD50 levels lower than 500 mg/km).
These would include, but not be limited to, several organophosphate and carbamate possessing high mammalian toxicity due to their intense anticholinesterase activity.
Pesticides in Category II may be used with the authorization of the Project Manager.
Contractor shall, as part of the required monthly report to the City, prepare a Chemical Use and Proposed Work Report to indicate in writing the amount, type, and location of all chemicals used. If no chemicals are used, then the report must still be submitted indicating to the City that no chemicals were used.
10. Fertilizer. Short release fertilizer: Only commercial fertilizer containing ten percent (10%) or more nitrogen (N), available phosphoric acid (P205) or eight percent (8%) soluble potash (K2O), singly or collectively may be used. Generally, 16-6-8 would be nitrogen coming from an ammonic or nitrogen source. A slow-release fertilizer shall have at least half of the nitrogen coming from a coated slow- release nitrogen source.
Fertilization will be on an as needed basis. Project Manager will request a quote for cost of additional services from time to time when services are needed.
11. Clean-up. All areas covered by the contract must be kept free of debris and potential safety hazards generated by but not limited to, leaves, grass clippings, pruning, weeding, trimming, and other operations of the contractor, as well as bottles, cans, trash and paper and other yard waste.
All trash and debris are to be removed and disposed of at intervals established by the Level of Service assigned to the area and at the contractor’s expense.
12. Emergency Response. Contractor must be able to respond immediately to emergencies.
Emergencies are generally construed as those events that in the opinion of City staff constitute an immediate danger or hazard to property or persons, or that significantly violate water conservation requirements. If the emergency condition is identified and the contractor is notified (either through discovery or by contact from City personnel) during normal work hours, the contractor must respond to the emergency within two hours unless otherwise specified. If discovery or notification occurs after normal working hours, the contractor must respond by 10am on the following working day.
Contractor must provide some acceptable method by which contact can be made in case of emergency, i.e., paging system, cell phone, etc. and shall also provide a method by which non- emergency messages can be received during the workday, i.e., phone messages, email, etc.
13. Reporting and Inspections
Status Reports
a. A written report is to be prepared by the Contractor and given to the Project Manager monthly. The report shall include a description of unusual circumstances, locations of any homeless encampments that are found in areas being maintained by the Contractor, lighting that is inoperable, major irrigation breaks, safety hazards, etc. For emergencies and safety hazards, the Project Manager is to be called immediately. Failure to provide a report may result in a $100 penalty per incident or termination of contract if multiple incidents are noted.
The reports are important especially if they are safety hazards. Amount of damages for these types of issues are difficult to estimate. Therefore, $100 per incident shall represent costs incurred by the City in responding to complaints concerning the Contractor.
b. The Contractor must schedule a meeting with the Project Manager no less than once per month to review the work site to ensure compliance with the contract specifications and standards. At this meeting, Contractor or Contractor’s supervisor shall sign the meeting 863
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
11 of 58
attendance and inspection reports prepared by the City, provide all chemical use and proposed use reports, irrigation inspection and schedule changes, and usage and/or proposed fertilizer usage reports and discuss major accomplishments for the previous month, notable problems, schedule changes and goals and deadlines for the coming month. The Project Manager shall discuss areas out of compliance and options to bring areas back into compliance with contractor. Project Manager shall discuss any penalties with the Contractor and/or intensions to withhold payment of invoices. Project Manager shall document these meetings. Failure to attend these meetings may be cause for a $100 penalty per incident or termination of contract if Contractor has failed to meet with City staff after multiple attempts to discuss gross breaches of duty.
c. The Project Manager shall report any maintenance deficiencies to Contractor.
Contractor must correct any deficiencies at Contractor’s cost within five (5) working days of written notification. Unusual horticultural problems such as pests, disease, and damages that are beyond the scope of Contractor’s responsibility shall be brought to the attention of Project Manager.
d. A Chemical Use and Proposed Work Report must be completed for each chemical application and proposed application. These reports shall be submitted each month during contractor’s monthly meeting with City’s Project Manager. Failure to submit reports may delay the City’s payment to Contractor and be cause for a liquidated damage assessment of $100 per incident. The amount of damage and costs to the City for these types of issues is difficult to estimate and therefore, $100 shall represent costs incurred by the City in responding to incidents where the City was unsure of what chemicals were applied by the Contractor. The Contractor is responsible for submitting chemical usage reports to the County Agricultural Department. Copies are to be sent to the Project Manager as part of the Contractor’s monthly report.
e. Monthly Irrigation Inspection reports (described below), irrigation schedule changes, and contractor signed landscape inspections from the City must be submitted with monthly invoice before payment will be made. Failure to submit all reports may delay the City’s payment to Contractor.
B. LANDSCAPE MAINTENANCE – SPECIFICATIONS
1. Irrigation. Irrigation must be done with the use of automatic or manual sprinkler systems where available and operable, unless outlined in the initial acceptance inspections for repairs. These areas will be addressed with Contractor during initial inspection and noted for regular monthly inspections. Failure of an existing system to provide full and adequate coverage after Contractor signs Notice of Acceptance shall not relieve the contractor of the responsibility to provide proper coverage of all areas. Providing any supplementary hoses, sprinklers, nozzles, etc. necessary to accomplish proper coverage shall be the contractor's responsibility. Exclusions will be identified in description of areas and will be addressed with Contractor during initial inspection.
Original brand and size of heads and nozzles will be used in replacement of vandalized or faulty heads in turf and planter areas.
Contractor is responsible for all repairs to the irrigation system starting at the City side of the water meter, with the exception of the testing of the back flow and repair/replacement of the irrigation controller. Original, or equivalent, brand and size of heads and nozzles will be used in replacement of vandalized or faulty heads in turf and planter areas.
a. Maintenance. At all times, Contractor must maintain all sprinkler systems in such a way as to give proper coverage and full working capacity, making whatever adjustments or repairs necessary to maintain healthy turf, plant growth, prevent dry spots in turf, plants, and 864
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
12 of 58
shrubs, and prevent excessive run-off into streets or other areas not intended to be irrigated. Care must be taken to prevent wasting water, causing soil erosion, or allowing seepage into existing underground improvements or structures.
The contractor shall keep controllers and valve boxes free of dirt and debris; repair, replace, clean, adjust, straighten, raise, or lower the following sprinkler system components:
Sprinkler heads
Sprinkler risers
Quick coupler valve boxes
Hose bib boxes
Remote control valves
Remote control valve boxes and covers
Maintain and replace batteries in battery operated controllers on a continual basis
All irrigation wiring should be maintained to City standards including proper splices using DBR/Y-6 splice kits
Proper solenoid replacement should be completed with dry and tight connections Minor graffiti removal from irrigation controllers
Controllers to be kept free of all plant materials, spiders and webs, and any other material that could cause the controller to be non-accessible or damaging to the controller
If contractor fails to keep sprinkler nozzles properly adjusted/aligned to prevent water waste, repair or replace malfunctioning, broken or missing sprinkler heads and/or sprinkler head risers and water waste results, the City of Visalia reserves the right to bill contractor for excess amount of water in addition to assessing a liquidated damage assessment of $100 per incident. Because It is difficult to estimate the potential losses in water and the costs for City response time to complaints from residents, $100 has been established as a reasonable assessment.
The Contractor shall prepare a written Irrigation Inspection Report (a report template has been included with this RFB, as a sample for Contractor). The report shall describe any irrigation schedule changes, malfunctions, and necessary repairs. The Irrigation Inspection Report must be submitted with monthly invoice before payment will be made.
b. Inspection. The contractor must inspect all irrigation systems for any malfunction on an interval established by Level of Service assigned for the area. This must be accomplished by utilizing a remote-control receiver to place the controller in test mode and visually inspecting sprinkler operation. This includes, but is not limited to breaks in irrigation lines, irrigation valves, heads, leaks and washouts, saturated areas or dry spots.
Contractor must notify Project Manager within twenty-four (24) hours of any malfunctions.
Failure to provide notice to the Project Manager may be cause for liquidated damage assessments of $100 per incident or termination of contract. Because It is difficult to estimate the potential losses in water and the costs for City response time to investigate complaints from residents, $100 has been established as a reasonable assessment.
Contractor is to track all irrigation locations where plants are missing and maintain irrigation heads until plants are replaced.
Excessive water run off or overflow onto hard surface areas must be kept to an absolute minimum so as not to cause waste of water, pedestrian and/or vehicular liabilities.
Problems reported to Project Manager or designated representative will be repaired within twenty-four (24) hours. Failure to complete repair or notify Project Manager of any delay to 865
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
13 of 58
repairs may be cause for liquidated damage assessment of $100 per incident or termination of contract if multiple breaches occur.
Water leaks or stations must be turned off within two hours (2 hrs.) on the day reported to save water. Repairs must be made within twenty-four (24) hours or sooner if City classifies the necessary repairs as requiring an Emergency Response as stated in this Agreement.
Twenty-four (24) hour fixit notices will be sent to contractor via email. Failure to comply may result in liquidated damage assessments to the Contractor of $100 per incident, unless the Project Manager is contacted, and an agreed time frame modification is made between the contractor and the Project Manager in writing.
Approximately sixty (60) days prior to the conclusion of the contract, a comprehensive test of all irrigation systems shall be made by a Public Works Department representative. Any repairs deemed the contractor's responsibility must be made by the contractor prior to the end of the contract period.
If the repairs made are not to the Project Manager's satisfaction, deductions shall be made in the final contract payment to cover the cost of eliminating the discrepancies determined by the Project Manager.
c. Repairs. Irrigation systems which are damaged by vandalism or in any way as a result of work performed under this contract must be repaired or replaced in kind and in an approved manner by the contractor. Repairs must be made immediately after damage occurs, unless otherwise directed. Vandalism will be documented by the contractor with the use of digital photos or video tape and supplied to the Project Manager as proof of vandalism. The preferred method of transmission of photos would be digital photos transmitted via email. Failure to provide such documentation may be cause for no reimbursement of corrective expenses to Contractor.
The contractor shall keep an itemized list of material(s) used to repair vandalism damage and submit to Project Manager for reimbursement of materials only.
Normal Repairs = Contractor is responsible for all normal repairs (i.e. Main line (including from water service meter to the back flow), valves, control wires, sprinklers, nozzles, lateral lines, etc.) The City is not responsible for any repairs needed past the irrigation controller. The backflow devices annual maintenance/testing will be the responsibility of the City of Visalia. All normal repairs are the sole responsibility of the contractor except for repairs needed due to vandalism. Repairs not made within twenty-four (24) hours of notification or not completed to the satisfaction of the Project Manager may be assessed a liquidated damage assessment of $100 per incident.
Major Repairs = City is responsible for funding major repairs, which include repairs to Irrigation Controllers, Booster Pumps, or Backflow Devices. All major repairs are the responsibility of the contractor to repair and make operable but must be authorized by Project Manager in writing prior to repairs being made. Hourly rate plus materials for major repairs to be authorized by Project Manager prior to any work being done. Contractor is responsible to report in writing any issues with these devices to the Project Manager for authorization to repair or replace.
Failure to complete repairs in the allotted time on a repeated basis will cause the Contractor to have the full costs of repairs deducted from monthly billing and may be grounds for termination of contract. Contractor will be responsible for any fines applicable under state law, public utility billing, or local ordinance, due to continuous running water.
866
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
14 of 58
d. Turf Watering. All turf areas must be watered based on 85-95% of daily evapotranspiration rate and need to maintain a uniform, green, healthy growth pattern and promote deep root growth. (If City water restrictions are imposed to conserve water, they will supersede the previous statement). Water shall be applied in short repeat cycles of 3 - 5 minutes each to prevent water run-off into street. Care shall be taken to not over water or waterlog any soil. Contractor shall turn off irrigation system during the wet season and adjust the controller seasonally. Each time the schedule is changed due to seasons or any other reason, a revised schedule shall be provided to the Project Manager.
Water applications on turf and ground cover areas shall generally be applied between 12:00 a.m. and 6:00 a.m. where possible, to lower the risk of fungus in turf. Drip stations may be operated during daytime hours.
e. Water Schedule. Turf and landscape watering shall be scheduled in accordance with prevailing water conservation requirements, and unless otherwise specified shall be scheduled Tuesday through Sunday. No watering shall be allowed on Monday without prior approval of Project Manager. Irrigation program shall be set up so that no water is applied to turf 48 hours prior to mowing. Overhead systems shall not be operated between 8:00 a.m. and 6 p.m.
Contractor will be responsible for any fines associated with not following the City’s Water Conservation Rules and Regulations.
A proposed quarterly schedule of watering shall be provided to the Project Manager one (1) month after award of contract. Each time the schedule is changed a new updated schedule must be provided to the Project Manager.
f. Ground Cover. Sufficient amounts of water shall be applied to ground cover areas to maintain a healthy growth pattern and promote deep rooting. Care shall be taken to not over water or waterlog soil.
g. Banks and Slopes. Sloped landscape areas shall be irrigated in short cycles as required to prevent water runoff, and to maintain horticulturally acceptable growth and color.
Irrigation practice is to promote deep root growth with a minimum of run-off.
h. Shrub and Trees. All shrubs and trees shall be watered as needed to maintain healthy growth and promote deep rooting. Care shall be taken to not over water.
Irrigation rates shall be adjusted according to shrubs or tree types and seasonal weather conditions. Deep watering for root growth is encouraged and surface run-off is to be kept at a minimum.
i. Newly Planted Trees, Shrubs, and Groundcover. All newly planted areas are to receive special attention until plants are established. Adequate water shall be applied to promote normal, healthy growth. Watering basins around newly planted shrubs and trees to be used during establishment period. It is the contractor’s responsibility to contact the City’s Water Conservation Division to get a twenty-one (21) day establishment permit for any additional irrigation that will be needed for newly planted plant materials.
j. Remote Control Receiver. Upon contract commencement, the contractor is required to have a radio-frequency ready remote-control receiver that is compatible with all major irrigation systems. It is the responsibility of the contractor to obtain and purchase these devices unless it is a Toro Sentinel controller. The City of Visalia will supply the contractor with the Toro Sentinel remote control to use for the duration of the contract. The Toro Sentinel controller(s) shall be returned to the City at the conclusion of the contract.
867
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
15 of 58
Continuous activation of valves by manual solenoid or bleeding valve stem can be damaging to the fragile irrigation mechanisms. The remote control allows the contractor to inspect the irrigation system effectively by utilizing the technology currently in place.
2. Weed Control.
a. Weed control clarification. For the purpose of this specification, a weed shall be considered to be any undesirable plant or plant growing out of place.
Maintenance shall include the removal and chemical abatement of weeds growing on all paved and unpaved surfaces of all maintenance areas of contract. All landscaping within the specified maintenance areas including lawns, planter areas, median islands, and tree wells shall be kept weed free at all times.
Complete removal of all weed growth is to be accomplished by the Level of Service assigned to the area. Weeds may be controlled by mechanical methods, or chemical methods at the discretion of the contractor.
Weeds reaching height or width of four inches (4") shall be physically removed from landscaped areas.
Seedlings growing out of desired landscape plants shall be removed and chemically treated to terminate the growth of the undesirable seedling.
b. Use of Chemical Herbicides. The contractor shall abide by all rules and regulations of the California State Department of Food and Agriculture, Department of Health, and Department of Industrial Relations regarding the safe application of herbicides under this contract. Care shall be taken to ensure the safety of the public and the contractor's employees during chemical weed control operations. The Project Manager may restrict the use of chemical weed control in certain areas. Pesticide Applicators License is required to apply herbicide. Contractor must supply a copy of this license to the Project Manager.
Failure to provide documentation of active license may result in a liquidated damage assessment or termination of contract.
Contractor shall take necessary precautions to prevent herbicide drift onto non-target plants.
3. Diseases and Pest Control. The contractor must regularly inspect all landscaped areas for the presence of disease, insect, or rodent infestation. The contractor shall notify the Project Manager within three (3) days of finding such a condition, outlining identification and control measures to be taken. Upon approval of the Project Manager, the contractor shall implement the approved control measures utilizing all safeguards necessary to protect the public and contractor's employees.
a. Use of Chemical Pesticides. All rules of the California State Department of Food and Agriculture, Department of Health, and Department of Industrial Relations regarding safe application of pesticides under this contract shall be observed. Pesticide Applicators License-Category B and C, along with a valid Maintenance Gardener Pest Control Business License are required to apply pesticide. Contractor shall take necessary precautions to avoid pesticide drift onto non-target organisms.
b. Rodent Mounding. Mound of soil in turf and planter areas caused by rodent activity shall be raked down at the intervals established by the Level of Service assigned to the area, to prevent soil build up in turf and around plants. All curbs, gutters, and other hardscapes adjacent to the maintenance areas will be free of any soil mounds or erosion caused by rodents.
868
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
16 of 58
c. Rodent/Pest Control. Contractor must inspect all turf and planter areas for rodent (gopher, squirrel, and other pest) activity, and initiate control measures at the intervals established by the Level of Service assigned to the area. Contractor must fill all rodent holes in areas that are used by walkers and pedestrians for safety (i.e. trails, turf, DG paths, etc.). Contractor shall take necessary precautions and safeguards to protect health of public and employees.
4. Plants. All shrubs and ground cover plants growing in the work area must be pruned once every other month to maintain plants in a healthy growing condition, and to allow for full coverage of the irrigation system. Pruning is to be done in a manner that promotes the plant's natural growth characteristics. If hedging is needed to clear the sidewalk, the plant must be trimmed on all sides to balance growth. Hedging, shearing, or other severe pruning will not be allowed except with prior approval. All debris from trimming of plant material will be removed from beds, hauled off, and disposed of immediately and appropriately. Fallen leaf material shall be removed from planter areas and off the plants on a monthly basis to allow for proper growth of the plants.
a. Growth Control. Plant growth shall be kept within reasonable bounds to prevent its encroachment into walks, passageways, and streets. Clear view of traffic signs and intersections is to be maintained at all times.
All shrubs and plant growth in planter areas along walls are to be maintained to a height no greater than four feet (4’) and kept from blocking any subdivision, safety signage, and overhead or landscape lighting.
All trees, large and small shrubs, and groundcovers in planters or Right of Way areas along streets and at intersections, must be maintained and trimmed for traffic sightline clearances.
Mature tree canopies must be maintained above eighty-four (84) inches above soil grade for site line visibility. Newly planted, young or non-mature trees, multi-trunk trees, or large shrubs (i.e. Western Redbuds) must also be raised or thinned to maintain site line visibility.
Pruning is to be done in a manner that promotes the plant's natural growth characteristics.
Small shrubs and groundcovers must be kept below thirty (30) inches at road level to allow for visual site of oncoming traffic.
b. Removal. All dead, dying, or damaged plants (including trees) and any branches must be removed immediately. This debris, including plant growth removed by contractor, shall be removed away from job sites and appropriately disposed of at the intervals established by the Level of Service assigned to the area. Hauling and disposing of said debris must be included in bid price. Dead stems of daylily, agapanthus, and similar plants shall be removed on a monthly frequency. Dead leaves around base of plants shall also be removed on a monthly basis.
c. Trees. The contractor is responsible for removal of suckers, limb growth that inhibits site line visibility of any traffic, and all pruning that can be reached with a twelve-foot (12’) pole saw by a person standing on the ground as part of this contract.
All trees are to be maintained in their natural shape, and pruning is to be done in a manner that promotes the trees natural growth characteristics using sharp and proper pruning tools along with the correct pruning techniques to promote and achieve the trees natural growth characteristics and to meet International Society of Arboriculture (I.S.A.) Standards; all cuts shall be made cleanly with no stubs or projections remaining.
No weed whackers or hedging type tools shall be allowed to trim and maintain trees. The use of improper tools and techniques resulting in the negligent and irresponsible care of trees or plants, thus causing damage to trees or plants and resulting in the need for the 869
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
17 of 58
Project Manager to hire outside services to correct the damage will result in those costs associated with the corrections being deducted from the Contractors monthly invoice along with a $100 liquidated damage assessment per incident or up to termination of the contract.
Canopy clearance above sidewalks, bikeways, and other pathways of 10'0" is to be maintained for pedestrian safety.
All regulatory street and traffic signs must be clear of tree and plant growth at all times for sight clearances.
Clippings must be picked up, hauled away, and disposed of by the Contractor immediately and appropriately.
Leaves in planter areas shall be removed on a monthly basis. In addition, during seasonal drop leaves will need to be removed off of walkways as needed for safety. Fallen leaf material shall be removed off the plants regularly to allow for proper plant growth.
Newly planted trees that do not have trunk caliber sufficient to support tree shall be staked, pruned, and shaped to promote their eventual development into strong, healthy representatives of their species.
Until young trees are strong enough to stand alone, they shall be flex-tied between two (2) approved two-inch (2") diameter x eight foot (8') treated tree stakes. Tree stakes shall be of treated lodge pole pine. Metal stakes may be required in some areas. Tree ties made of extruded vinyl base, 1” wide, and a minimum of .01” thick shall be used to secure the young trees. Tree ties to be inspected often for signs of girdling or abrasion.
Contractor must maintain a three-foot (3’) diameter circle free of grass/weeds around all trees located in turf areas.
Trees damaged by maintenance equipment shall be replaced by contractor with like size and species. Contractor is responsible for all costs related to replacement.
Maintenance shall include the removal of dead trees, limbs, and dead leaf material at the intervals established by the Level of Service for that area. Dead trees will need to be replaced per the contract for plant replacement in Item 6 (below) of this scope of work and per the discretion and determination of the Project Manager.
Young or new trees along trails, paths, riparian landscapes, Landscape and Lighting Districts, parkway strips, and pocket parks shall be maintained, pruned, and shaped to promote their eventual development into strong, healthy representatives of their species by the contractor for the first three (3) years of the trees life within the landscape. Stakes must be removed when tree has sufficient strength to support itself. These costs are to be factored into the planter costs. Project Manager will instruct contractor when tree stakes are to be removed. Contractor is responsible for the proper disposal of all pressure treated wooden tree stakes. All metal stakes in good condition must be taken to City of Visalia, Corporation Yard for storage.
The contractor shall notify the Project Manager within twenty-four (24) hours of any tree that shows sign of root heaving, leaning, having hanger limbs, or in some manner constitutes a safety hazard. Failure to notify Project Manager may result in a liquidated damage assessment of $100 per incident to recover the losses to the City for responding to resident complaints of the Contractor noncompliance or termination of contract if multiple breaches or gross violations occur that place residents in danger.
870
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
18 of 58
d. Shrubs. All shrubs must be trimmed to prevent encroachment onto walks, passageways, streets, curbing, and trails to allow for safe passage of users. Shrubs must be trimmed to allow a clear sightline of oncoming traffic at all Right of Ways and intersections. Shrubs must be cleared away from all regulatory street and traffic signs. Shrubs in planters must be kept below thirty (30) inches at intersections and turn lanes for sightline of oncoming traffic.
5. Fertilization. Fertilization will be performed on an as needed basis as requested by the Project Manager. Project Manager will request separate pricing for fertilization when it is required. A slow- release fertilizer will be applied when fertilizer is requested by Project Manager.
When fertilizer is applied as needed, to maintain healthy and vigorous plants: The City anticipates that primarily nitrogen will be deficient in soils; however, Contractor shall identify and correct other mineral deficiencies that affect plant growth.
Analysis of fertilizer shall be approved by the Project Manager prior to application.
All turf fertilizer shall be watered in thoroughly within two (2) hours of application.
Fertilizer shall be applied uniformly using an appropriate spreader. Prior to beginning a fertilization program, Project Manager shall submit to the Contractor, a schedule showing sites to be fertilized.
The Contractor shall submit to the Project Manager a schedule showing the dates and approximate times of fertilizer applications. Timing or number of sites fertilized per day or week shall not be set up to preclude normal on-site maintenance work.
Once the Project Manager has requested that fertilization is necessary the Contractor shall notify Project Manager at least ten (10) days before any fertilizer applications. Receipts for the Contractor’s purchase of the approved fertilizer will be required and must be submitted to the Project Manager with monthly invoice.
Note: Subject to approval of the Project Manager, fertilization may be altered by use of slow- release fertilizers such as Woodace containing IBDU formula.
6. Replacement of Plant Material
a. The contractor must notify the Project Manager within three (3) days of discovery of loss of turf, shrub, ground cover, or tree material due to any cause.
b. The contractor must supply all labor and materials to replace any tree, shrub, turf, or ground cover damaged during work by the contractor or lost through the contractor’s faulty maintenance or negligence.
Trees, shrubs, or turf that are damaged or lost through disease, insect infestation, or rodents, that could have been prevented with reasonable ordinary care by the Contractor shall be the responsibility of the Contractor.
Contractor is not responsible for plant loss due to vandalism, theft, vehicle accident, fires, storm, or water restriction in response to drought conditions. Whether or not the loss was due to Contractor faulty maintenance or negligence shall be determined by the Project Manager.
The size and species of replacement plant material shall also be determined by the Project Manager but shall be reasonably equal to the plant material that is being replaced.
In regard to trees, where there is a difference between the tree lost and the replacement tree, the difference will be deducted from the contract payment. The value will be determined using the latest American Shade Tree Conference guidelines.
871
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
19 of 58
c. Any plant damaged or lost through fires, storms, or water restrictions in response to drought conditions, theft, vehicular damage, or vandalism that are not the responsibility of the Contractor (as determined by the Project Manager), shall be replaced in kind and size at the Project Manager’s direction. The Contractor will perform the work and the City will pay for the Contractor’s labor at an hourly rate established in this contract and pay for replacement materials at COST plus 10%.
From time to time it may be necessary or desirable to replace some plants to enhance the overall appearance of a site. Any such replacements will be at the Project Manager's decision. The Contractor will perform the work and the City will pay for the Contractor’s labor at contract rates and cost of replacement materials. All landscape repairs and replanting requested by the City’s Project Manager must be completed according to a date agreed upon in writing between the City Project Manager and Contractor.
The Contractor shall supply itemized labor hours and material cost invoice(s) with monthly invoices in order to be reimbursed for plant replacement.
7. Turf Maintenance
a. Mowing. The turf must be mowed and edged at the intervals established by the Level of Service assigned to the area during its growing season in order to maintain a neat appearance and healthy growth. If weather conditions do not permit regular mowing, longer intervals may be observed by Project Manager with notice from Contractor. Contractor shall never mow turf when it is in a wet, saturated condition that would cause rutting, tearing or sliding on the turf surface or when it could be unsafe for Contractor’s employees to operate equipment.
All lawn areas in this contract must be mowed with power-propelled reel or rotary- type mowers.
All mowers must be cleaned prior to each mowing to avoid possible weed invasion. Mowers must be adjusted and maintained to provide a smooth, uniform cut with no ridges or depressions.
Turf must be cut with the size of equipment, which will give a neat appearance without rutting, sliding over, or scalping the turf. This will be strictly adhered to, including cases of steep turf slopes.
Blades must be kept sharp at all times to prevent turf damage. Mowing patterns must be changed for each mowing service or as often as necessary to avoid rutting.
Turf must be kept at a uniform height that is recommended for that particular type of turf grass.
Grass clippings must be removed promptly and disposed of at the Contractor’s expense unless they will dry and drop beneath the growing level of the turf within twenty-four (24) hours.
Recycling cutting decks that provide an acceptable cut may be used if written approval of Project Manager is obtained prior.
Contractor’s employees shall take care to avoid obstructions such as electrical boxes, signage, buildings, vehicles, etc. Contractor shall be responsible for repair of damage caused by its mowing or other activities.
Contractor shall take great care around trees. Any trees which have more than fifty percent (50%) of the bark removed in a given three-inch (3”) area of trunk by weed whips or mowers shall be considered destroyed and shall be replaced at the Contractor’s expense with like species and size.
872
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
20 of 58
b. Mowing Height All turf, except Bermuda, must be maintained at a height range between three and one-half inches (3 ½ “) maximum and two and three fourths inches (2 ¾”) minimum.
Fescue height shall not exceed three and one half inches (3 ½”).
Common Bermuda must not exceed two inches (2”) in height.
Mowing shall be performed so that no more than one third (1/3) of the grass blade is removed per frequency in returning the grass to acceptable height for the species being mowed within areas assigned at a level A Service.
All turf areas shall be mowed at the intervals established by the Level of Service assigned to the area on a preset day and route. Any changes to this schedule shall be approved in advance by the Project Manager.
During periods of heavy growth, more than one mowing per week may be required to maintain acceptable appearance within areas assigned at a Level A Service.
All turf areas shall be maintained at a level that will ensure a healthy, green color and uniform growth.
c. Broad Leaf and Noxious Weeds. These weeds shall be controlled on an as needed basis by chemical or manual method when requested by Project Manager. Chemicals used for control shall be registered for use on Fescue and Bermuda turfs. A Broadleaf and Crabgrass pre-emergent herbicide shall be applied between mid-January and March and again between September and Mid-November of every year. Herbicides such as Dimension, Pendulum, or Barricade are recommended during this application period. For post broadleaf weed control Triplet, Trimec, or Triamine will be applied to control Broadleaf and Crabgrass weeds that are currently growing and weather conditions permit the application. Contractor shall provide Project Manager a quote for work prior to work being started and shall not perform work without Project Manager’s approval of quote. Contractor will be required to notify the Project Manager of the application dates and provide a schedule of areas treated as completed.
d. Edging. All turf adjacent to improved surfaces shall be edged a minimum of once every mowing. Unimproved surfaces between turf and planter areas and/or property lines shall be edged a minimum of once per month to maintain turf delineation.
String trimmers, a.k.a. weed eaters, shall not be used around trees.
e. Clean-up. All surfaces shall be free of grass clippings and debris including turf, gutters, and street upon completion of mowing and edging operation. It is the responsibility of the Contractor to remove these items immediately and dispose of them appropriately.
f. Turf grass seeding. Turf grass seeding will be done on an as-needed basis when requested by Project Manager. This is considered additional work and will be paid separately from this contract. Contractor shall provide Project Manager a quote for work prior to work being started. When seed is used, areas shall be top-dressed with humus.
g. Renovation. Renovation will be done on an as-needed basis when requested by Project Manager. Project Manager will furnish square footage and locations for renovation This is considered additional work and will be paid separately from this contract. Contractor shall provide Project Manager a quote for work prior to work being started.
873
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
21 of 58
Turf renovation to remove accumulated thatch from all sites under this contract must be accomplished by power raking or dethatching rakes on turf (care shall be taken so turf is not damaged).
A schedule of equipment to be used by the Contractor shall be submitted to the Project Manager for approval 10 days prior to beginning work.
Refuse generated by renovating shall be removed not later than the day following the operation.
h. Aerification. Aerification will be done on an as-needed basis when requested by Project Manager. This is considered additional work and will be paid separately from this contract.
Contractor shall provide Project Manager a quote for work prior to work being started.
Contractor shall not perform work without Project Manager’s approval of quote.
Project Manager will furnish square footage and locations for aerification.
8. Ground Cover Maintenance & Wall Covering of Ficus Pumila, and All Other Vines.
a. All areas planted in ground covers shall be adequately irrigated to maintain vigorous growth.
b. Groundcover beds shall be periodically edged to keep them in their intended space.
Groundcovers shall not be allowed to encroach into sidewalks, lawns, shrub beds, or other areas deemed as undesirable by the Project Manager.
c. Groundcover plantings shall be periodically thinned and pruned for vigorous growth and overall appearance of the site.
d. Groundcovers in median and other Right of Way areas must be trimmed below thirty (30) inches at road/asphalt level for sight clearances for traffic safety.
e. Wall covering of Ficus Pumila and other vines, will be trimmed back close to the wall and removed from trees and shrubs, and removed from planter areas as needed. Wall coverings shall not be allowed to grow over the top of the wall.
9. Hardscape Areas. All patios, curbs, gutters, pathways, sidewalks, and other hardscape areas (i.e.
Center median island points, roundabouts, etc.) adjacent to and part of the City owned property or Right of Way must be kept free of weeds, debris, leaves, grass clippings, etc. at all times to provide a safe and clean passage for users and to prevent slips and falls.
All areas covered by the contract must be kept free of debris and potential safety hazards generated by but not limited to, leaves, grass clippings, pruning, weeding, trimming, and other operations of the contractor, as well as glass, bottles, cans, trash, paper, and other yard waste. All trash and debris are to be removed and disposed of at the intervals established by the Level of Service and at the contractor’s expense.
Note: If and when using a blower or other power equipment, Contractor shall comply with the City’s Municipal Code 8.36.050 Exterior noise standards--Mobile noise sources prohibition against use. It is unlawful to operate any of the below-listed devices, appliances, equipment, or vehicles on public or private property abutting noise sensitive land uses between the weekday hours of seven p.m. and six a.m., and between the weekend hours of seven p.m. and nine a.m.
a. Power-assisted leaf blowers, lawn mowers, edgers, or other power equipment used for the maintenance of property;
874
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
22 of 58
b. Vehicle equipment, which equipment is not expressly regulated by state or federal statute, such as car radios or sound amplification equipment which is audible more than twenty-five (25) feet from the exterior of vehicle;
c. Construction equipment including jackhammers, portable generators, pneumatic equipment, trenchers, or other such equipment, except for emergency repair purposes as provided in Section 8.36.070.
Refer to Exhibits D-1 and D-2 for square footages and locations.
C. IIMMPPOORRTTAANNTT NNOOTTIICCEE
The City of Visalia will not be responsible for oral interpretations given by any City employee, representative, or others. Bidders are cautioned that any statements made that materially change any portion of the bid documents shall not be relied upon unless subsequently ratified by a formal written amendment to the bid 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 Invitation to Bid, 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 the competitive bid, to contact the Purchasing Division, 707 W. Acequia, Visalia, CA 93291, (559) 713-4334 to determine if addenda were issued and to make such addenda a part of the competitive bid.
D. STATE OF CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (DIR) REQUIREMENTS, Public Works Contractor Registration Program and Project Labor Agreements
This contract is considered a public works maintenance contract and therefore, subject to DIR monitoring.
All contractors and subcontractors bidding and performing work on Public Works Projects must be currently registered with the California Department of Industrial Relations. Awarded Contractor is required to furnish electronic payroll records for new projects to the Labor Commissioner.
No contract will be awarded unless that contractor and/or subcontractors are registered with the California Department of Industrial Relations (DIR). Bids by unregistered contractors submitted after will be rejected as non-responsive.
A contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Section 1725.5. It is not a violation of this section for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 at the time the contract is awarded.
If a project labor agreement (the term “project labor agreement” is defined in Public Contract Code 2500(b) (1) as a pre-hire collective bargaining agreement that establishes terms and conditions of employment for a specific construction project or projects and is an agreement described in Section 158(f) of Title 29 of the United States Code) is used, then it must comply with the taxpayer protection provisions set forth in Public Contract Code section 2500(a). City of Visalia has no ordinances requiring or prohibiting such agreements.
The following statements and requirements are to be included in all City of Visalia public work contracts that require the payment of prevailing wages in accordance with California Labor Code (CLC). This RFB document becomes a part of the public works contract for this project and therefore, the CLC contract language requirements are incorporated into the contract.
875
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
23 of 58
As set forth in CLC section 1771.1(a), all contractors and subcontractors must be currently registered and qualified to perform public work pursuant to CLC section 1725.5 to be qualified to bid, be listed in a bid proposal, or perform any public work for the City of Visalia. Proof of registration for each contractor and subcontractor listed on the bid is required.
As set forth in CLC section 1771.4 (a)(1), notice is given that this project is a public work, subject to compliance monitoring and enforcement by the Department of Industrial Relations.
As set forth in CLC section 1771.4(a) (2), the prime contractor is required by the City of Visalia to post job site notices, as prescribed by regulation. Information on required workplace postings may be found on the Department of Labor website at: http://www.dir.ca.gov/wpnodb.html.
The contractor and each subcontractor shall maintain all project records required under CLC for public works projects and preserve them for a minimum 3-year period to begin on the date a Notice of Completion is filed for the project. Please refer to the retention period required for any grant or specialized project funding. Some funding sources require an extended time period for records retention.
In accordance with CLC section 1773.2, the contractor is required, by the City of Visalia, to post a copy of the determination of the Director of Labor Standards prevailing rate of per diem wages for each craft, classification, or type of worker needed to execute the contract at each job site.
In accordance with labor code section 1776 and it’s enforcement (1771.4(a)(3)), for initial contracts awarded on or after April 1, 2015 each project contractor and subcontractor shall;
o Maintain and furnish directly to the Labor Commissioner, bi-weekly, a certified copy of each weekly payroll as specified in section 1776 containing a statement of compliance with labor code sections 1771, 1811, and 1815, signed under penalty of perjury.
o Make available or provide a certified copy of these payroll records and their supporting documentation within 10 days to all authorized parties upon written request and be subject to penalties for non-compliance as detailed in labor code section 1776.
o Inform the City of Visalia of the location of the payroll records kept in compliance with labor code section 1776(g) and notify the City of Visalia within 5 working days of any change in their location.
The City of Visalia will comply with any prevailing wage monitoring and enforcement activities required by the labor compliance programs of the Department of Industrial Relations including the withholding of contract payments in the amount of any underpayment of prevailing wage and applicable penalties as directed by the Department of Labor Standards Enforcement in accordance with CLC section 1727(a). Any amount withheld will be released as directed by the Labor Commissioner upon receipt of a certified copy of a final order no longer subject to judicial review in accordance with CLC section 1742(f).
As set forth in labor code section 1775(b), the following subcontractor provisions shall be included in any contract executed between the contractor and a subcontractor for performance of work on this public work project:
o As set forth in CLC section 1775(b)(1), any contract executed between a contractor and a subcontractor for the performance of work on a City of Visalia public works project shall include a copy of the provisions of Labor Code sections 1771, 1776, 1777.5, 1813, and 1815. These labor code sections must be included within or as attachments to the contract.
o As set forth in CLC section 1776, the subcontractor shall maintain and furnish directly to the Labor Commissioner, bi-weekly, a certified copy of each weekly payroll as specified in section 1776 containing a statement of compliance with labor code sections 1771, 1776, 1811, and 1815, signed under penalty of perjury.
876
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
24 of 58
o As set forth in CLC section 1775(b)(2), the contractor shall monitor the payment of the specified general prevailing rate of per diem wages by the subcontractor to the employees, by periodic review of the certified payroll records of the subcontractor.
o As set forth in CLC section 1775(b) (3), upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages, the contractor shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the subcontractor for work performed on the public works project.
o As set forth in CLC section 1775(b) (4), prior to making final payment to the subcontractor for work performed on the public works project, the contractor shall obtain an affidavit signed under penalty of perjury from the subcontractor that the subcontractor has paid the specified general prevailing rate of per diem wages to his or her employees on the public works project and any amounts due pursuant to Section 1813. Prior to the release of retention to the contractor, the COV will require a copy of the affidavit(s) completed by each listed subcontractor.
In accordance with CLC section 1777.5(e), prior to commencing work on a contract for public work; every contractor shall submit contract award information to an applicable apprenticeship program that can supply apprentices to the site of the public work.
Only apprentices, as defined in CLC section 3077, in training under apprenticeship standards approved by the Division of Apprenticeship Standards (DAP) and party to written apprentice agreements under CLC section 3070-3098 may be employed at the apprentice wage rate on public works.
Unless exempted under CLC section 1777.5(j), a contractor working on a public works contract of $30,000 or more shall employ the number of apprentices or the ratio of apprentices to journeymen stipulated in the applicable apprenticeship standards (CLC 1777.5(n)). In no event shall the ratio be less than one hour of apprentice work for every five hours of journeyman work.
The prime contractor is responsible for compliance with the requirements of CLC section 1777.5 for all apprenticable occupations employed on the contract. As stated in 1777.5 (o), the apprenticeship requirement does not apply to contracts of general contractors or to contracts of specialty contractors not bidding for work through a general or prime contractor when the contract is less than thirty thousand dollars ($30,000).
As stated in section 1777.7(e), the prime contractor will not be liable for any penalties assessed for violations of section 1777.5 if they have complied with the following requirements:
o The contract executed between the contractor and the subcontractor for the performance of work on the public works project shall include a copy of the provisions of section 1771, 1775, 1776, 1777.5, 1813, and 1815. These labor code sections must be included within or as attachments to the contract.
o The contractor shall continually monitor a subcontractor’s use of apprentices required to be employed on the public works project pursuant to subdivision (d) of section 1777.5, including, but not limited to, periodic review of the certified payroll of the subcontractor.
o Upon becoming aware of a failure of the subcontractor to employ the required number of apprentices, the contractor shall take corrective action, including, but not limited to, retaining funds due to the subcontractor for work performed on the public works project until the failure is corrected.
o Prior to making a final payment to the subcontractor for work performed on the public works project, the contractor shall obtain a declaration signed under penalty of perjury from the subcontractor that the subcontractor has employed the required number of apprentices on the public works project.
877
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
25 of 58
The prime contractor is required to provide a signed affidavit declaring their compliance with California Labor Code sections 1771 (prevailing wage) and 1777.5 (apprenticeship) for all workers employed on the contract before final payment will be made on the contract by the City of Visalia.
Contract inclusion and/or attachments: The following item is required to be included either in the body of, as attachments to, or addendums of all public work contracts:
As set forth in CLC section 1773, the City of Visalia shall obtain the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work in the locality in which the public work is to be performed for each craft, classification, or type of worker needed to execute the contract from the Director of Industrial Relations. This will include the apprenticeship prevailing wage for all apprenticable trades. In accordance with labor code section 1773.2, this information is to be included in the contract itself.
10 days before the closing date of the bid, the project manager will review the prevailing wage rates included in any requests for bid proposals for updates and issue an addendum to notify interested bidders of any changes. General prevailing wage determinations made by the director of industrial relations for journeyman and apprentices may be found at:
http://www.dir.ca.gov/OPRL/PWD/index.htm and
http://www.dir.ca.gov/OPRL/PWAppWage/PWAppWageStart.asp
EE.. CCIITTYY OOFF VVIISSAALLIIAA LLAABBOORR CCOOMMPPLLIIAANNCCEE MMAANNUUAALL Consultant shall fulfill requirements of Department of Industrial Relations and California Labor Codes by complying with the City of Visalia Labor Compliance Manual which is incorporated into this RFB and subsequent contract by reference and available at visaliapurchasing.org. Executed contract will include a hard copy of this document.
VVIIII.. GGEENNEERRAALL CCOONNDDIITTIIOONNSS
AA.. CCOONNTTRRAACCTTIINNGG AAGGEENNCCYY
The contract resulting from this Invitation to Bid will be administered by the City of Visalia Parks Maintenance Department. However, the City Purchasing Division shall be the final judge concerning issues or matters related to contract interpretation or problems regarding the terms, conditions, or scope of the contract.
BB.. TTEERRMM OOFF CCOONNTTRRAACCTT
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. Contract shall begin on the first of the month immediately following the written Notice to Proceed or as scheduled between City Project Manager and Contractor.
The City will be presumed to request renewal unless the City delivers a thirty (30) day written notice of non-renewal to the Contractor prior to the renewal date.
If Contractor decides not to consent to renewal by the City, then they must provide the City Project Manager with a written notice of non-renewal at least sixty (60) 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 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.
878
BID NO. 22-23-12
ANNUAL CONTRACT FOR LANDSCAPE MAINTENANCE
of QUADRANT L
26 of 58
CC.. PPRRIICCIINNGG
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.