Visalia City Council
707 W. Acequia
Visalia, CA 93291
Visalia City Council
Visalia City Council
Meeting Agenda - Final
Mayor Brett Taylor
Vice Mayor Liz Wynn
Council Member Steve Nelsen
Council Member Emmanuel Hernandez Soto
Council Member Brian Poochigian
Monday, March 17, 2025 7:00 PM City Council Chambers
ROLL CALL
CALL TO ORDER WORK SESSION - 5:00 PM (Unless otherwise noted)
PUBLIC COMMENTS
Citizens are now invited to comment on issues within the jurisdiction of the Visalia City Council and items listed on the Closed Session agenda. The Council asks that you keep your comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome. Each speaker will be allowed three minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.
WORK SESSION AND ACTION ITEMS (as described)
1. Microtransit Branding Recommendation - Recommendation from staff on branding for the new Visalia Transit microtransit service.
25-0074
2. Effectiveness Review for Measure N. 25-0063
3. Traffic and Construction Impacts - Receive a staff presentation outlining the construction phases of work, traffic detours, closures and resident impacts for the Shirk Street Capacity Enhancement Project and provide feedback to staff.
24-0612
ADJOURN TO CLOSED SESSION - 6:00 PM (Or, immediately following Work Session)
CALL TO ORDER REGULAR SESSION - 7:00 PM
PLEDGE OF ALLEGIANCE
INVOCATION LED BY REV. WARD, ST. PAUL'S EPISCOPAL CHURCH
SPECIAL PRESENTATION / RECOGNITION
1 Visalia City Council Meeting Agenda - Final March 17, 2025 American Red Cross of the Central Valley
Chief Jason Salazar, California Police Chiefs Association
PUBLIC COMMENTS
This is the time for general public comment on issues within the jurisdiction of the Visalia City Council. Each speaker tonight may speak for up to 3 minutes during this general comment period on a matter that is not on this agenda.
The public may also make one comment for up to 3 minutes prior to the consideration of the Consent Calendar, and immediately before any regular agenda item is heard. The Council asks that you keep you comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome.
Each speaker will be allowed three minutes and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.
ITEMS OF INTEREST
CONSENT CALENDAR
Consent Calendar items are considered routine and will be enacted in one motion.
This is the time for members of the public to provide public comment on an item on the Consent Calendar. Comments will not be taken individually by the public if an item is pulled by a Council Member. Each speaker is allowed up to 3 minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling you name and providing your city of residence.
1. Authorization to read ordinances by title only. 25-0046
2. Developer Reimbursement Agreement - Authorize the City Manager to execute a reimbursement agreement for improvements constructed with the Greystone Phase 3 Subdivision located at the northeast corner of Akers St and Sedona Ave.
24-0598
3. Purchase of Five (5) CNG-Powered Solid Waste Trucks - Authorize the City Manager to award a purchase order to E.M.
Tharp of Porterville, CA for the purchase of five (5) CNG-powered residential side-load solid waste trucks through the Sourcewell Cooperative contract in the amount of $2,232,375.
24-0613
4. Intent to Abandon Public Street Right-of-Way - Adopt Resolution No. 2025-16 initiating proceedings to vacate a portion of public alleyway and right-of-way on Meadow Avenue and Shady Street, located west of Mooney Boulevard and north of Tulare Avenue. (Resolution required)
25-0033
2 Visalia City Council Meeting Agenda - Final March 17, 2025
5. Walnut Orchard Removal - Notice of Completion - Authorize the filing of a Notice of Completion for the walnut orchard removal project surrounding the Water Reclamation Facility.
25-0054
6. Housing Element Annual Progress Report for Calendar Year 2024 - Adoption of a resolution accepting the Housing Element Annual Progress Report for Calendar Year 2025 and finding that it satisfies the city’s reporting requirements to the state. 25-0058
7. Contract Award - Authorize the City Manager to enter a purchase agreement with Little Tikes Commercial - PlayPower Inc. for inclusive playground equipment, in the amount of $923,438.11; through a Sourcewell contract.
25-0061
8. Accela Automation Permit System Migration to Cloud Services - Authorize the City Manager to execute the contract with Accela Inc for services related to the migration of the self-hosted permit system to an Accela Cloud based application at a cost not to exceed $114,100 and enter into a seven-year maintenance agreement at a cost not to exceed $2,236,605 over the seven year period; and appropriate $193,200 for FY 25/26.
25-0064
REGULAR ITEMS AND PUBLIC HEARINGS
Comments related to regular Items and Public Hearing Items are limited to three minutes per speaker, for a maximum of 30 minutes per item. The Mayor may reasonably limit or extend the public comment period to preserve the Council's interest in conducting efficient, orderly meetings.
3 Visalia City Council Meeting Agenda - Final March 17, 2025
1. Shirk-Riggin Industrial Project - The development of an industrial park with a total building footprint of approximately 3,720,149 square feet on 284 acres, and consisting of the following actions:
· Certification of a Final Environmental Impact Report
(EIR) (State Clearinghouse #2022080658): A request to
certify the Environmental Impact Report for the Shirk Riggin Industrial Project (“Project”). The City of Visalia is the lead agency in accordance with the California Environmental
Quality Act (CEQA).
· Initiation of Proceedings for Annexation No. 2024-03: A request to annex three parcels totaling approximately 284 acres into the City limits of Visalia. Upon annexation the area will be zoned Industrial (I) and I-L (Light Industrial) consistent with the land use designations of the Visalia General Plan Land Use Map.
· General Plan Amendment No. 2025-01: A request to
decrease the Light Industrial land use designation and to increase the Industrial land use designation on the project site consisting of approximately 284 acres.
· Introduction and First Reading of an Ordinance for
adoption of a Development Agreement for the Shirk &
Riggin Industrial Park: A request to authorize the City to sign and enter into a development agreement pursuant to Government Code Section 65864 et. seq., and Section
17.60 of the City of Visalia Zoning Ordinance.
Project Applicant: Seefried Industrial Properties, Inc.
Project Location: The proposed Project is located on approximately 284 acres, on the north side of Riggin Avenue between Shirk Street and Kelsey Street. (APN:077-840-004, 005, 006)
25-0031
2. Appeal of Planning Commission Action - An appeal of the Planning Commission’s approval of the following entitlements pertaining to the Shirk-Riggin Industrial Project:
· Tentative Parcel Map No. 2024-08: A request to subdivide approximately 284 acres into 14 parcels to facilitate
industrial and supportive service-oriented development, and · Conditional Use Permit No. 2024-26: A request to allow a planned development that includes the creation of lots
without public street frontage, reduced lot sizes, and the establishment of two pads with drive-through lanes,
convenience store, and car wash.
Project Applicant: Seefried Industrial Properties, Inc.
Project Location: The proposed Project is located on approximately 284 acres, on the north side of Riggin Avenue between Shirk Street and Kelsey Street. (APN:077-840-004, 005, 006)
25-0060
CLOSED SESSION REPORT
4 Visalia City Council Meeting Agenda - Final March 17, 2025
ADJOURNMENT
UPCOMING CITY COUNCIL MEETINGS
1. Upcoming City Council Meetings
Thursday, April 3, 2025, @ 5:30 p.m. Joint Meeting with VUSD & Visalia Charter Independent Study (VCIS) at 424 N. Lovers Ln.
Monday, April 7, 2025 @ 7:00 p.m. at 707 W. Acequia
Note: Meeting dates and times are subject to change, check posted agenda for correct details. In compliance with the American Disabilities Act, if you need special assistance to participate in meetings contact 713-4512.
Written materials relating to an item on this agenda submitted to the Council after distribution of the agenda are available for public inspection in the Office of the City Clerk, 220 N. Santa Fe Street, Visalia CA 93292, during normal business hours.
25-0047
5 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0074 Agenda Date: 3/17/2025 Agenda #: 1.
Agenda Item Wording:
Microtransit Branding Recommendation - Recommendation from staff on branding for the new Visalia Transit microtransit service.
Deadline for Action: 3/17/2025
Submitting Department: Administration - Transit Division Contact Name and Phone Number: Angelina DeRossett, Transit Manager, [email protected] (559)713-4591, John Lollis, Assistant City Manager, [email protected] (559)713-4323
Department Recommendation:
It is recommended that the City Council receive the report and recommendation from staff on the proposed name and branding of “Visalia Connect” for the new microtransit service pilot.
Background Discussion:
With the City Council’s support, Transit staff has been working on launching a new microtransit service pilot to serve residents within the Visalia city limits. This service is part of a broader regionwide project to offer a more flexible door-to-door service to residents within Tulare County.
As part of the process, staff has been working with vendors to brand the new service and accomplish the tasks that are required to have the service ready to launch in Spring 2025. Part of that process includes selecting a vendor to assist staff in branding the service, wrapping the microtransit vehicles, and performing various other marketing and education aspects to prepare the service for launch.
Through a sole source process, Transit Media Inc. was selected for these tasks to assist staff in branding the microtransit pilot program. The justification for sole source was due to the existing vendor relationship between Visalia Transit and Transit Media for Transit marketing and given timeline restrictions, making the exchange of information, vendor setup, and template fees a smooth and financially feasible transition. Transit staff, with input from City Manager and Assistant City Manager, worked with Transit Media to convey the vision and messaging that the City would like to serve the Visalia community through this new service pilot.
Transit Media made three (3) recommendations to the City for branding the service, and staff with the City Manager’s support is recommending that ‘Visalia Connect’ and the associated recommended branding be adopted by Council.
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File #: 25-0074 Agenda Date: 3/17/2025 Agenda #: 1.
‘Visalia Connect’ is recommended by staff for approval for various reasons. The tagline “Fast.
Flexible. Connected.” conveys a community-based approach for support of Transit riders and the broader community. The design on the branding is professional and sleek, with graphics that depict how Visalia Transit is the source of that community-based connection for the Visalia community. The rear of the vehicle depicts a QR code that when clicked will take the user to the microtransit software application.
The second and third option presented by Transit Media are “Visalia Circuit” and “V-Link” (included in the design proof attachment). These other two branding recommendations have the same color scheme but with different design and tagline options. Overall, the ‘Visalia Connect’ design is recommended by staff based on the human and sense of community ideals that the City is hoping to convey with this service.
Fiscal Impact:
This program is grant funded through the Tulare County Association of Governments (TCAG) with SB125 State transit funding and the branding and marketing component is supported and included in that budget. A new Transit Division (4557) and budget was created to support the new microtransit service.
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File #: 25-0074 Agenda Date: 3/17/2025 Agenda #: 1.
Prior Council Action:
24-0016 12-04-2023 Authorization to partner with County on microtransit 23-0454 12-15-2023 Approval of Project Budget List (microtransit included) 24-0258 06-24-2024 Rescinding of County partnership for microtransit 24-0251 09-16-2024 Award for microtransit software and vehicle purchase 24-0497 11-22-2024 Authorization to receive SB125 funding for microtransit 24-0562 03-03-2025 Transit update presentation (microtransit included) 24-0432 03-03-2025 Rates and Fees for microtransit service Other: N/A
Alternatives: The City Council could recommend one of the other service name and branding options presented by Transit Media Inc, or direct staff to work on other options.
Recommended Motion (and Alternative Motions if expected):
I move to approve the branding of ‘Visalia Connect’ for the City’s new microtransit pilot service.
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments: Branding Design Proofs
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9 10
11 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0063 Agenda Date: 3/17/2025 Agenda #: 2.
Agenda Item Wording:
Effectiveness Review for Measure N.
Deadline for Action: 4/1/2025
Submitting Department: Finance and Technology Services
Contact Name and Phone Number: Renee Nagel - Finance & Technology Director (559) 713-4375, Amee Swearingen - Budget Analyst (559) 713-4170
Department Recommendation:
Review the effectiveness of Measure N and approve the ½ cent sales tax for another 8 years.
Background Discussion:
In November of 2016, the voters of Visalia passed a ½ cent Sales Tax Override, Measure N also known as Visalia Essential City Services Measure. Sales Tax from Measure N provides for essential city services such as police, fire, and recreation, as well as maintenance of parks, trails, and roads.
The measure uses a detailed, 10-year plan which includes hiring of personnel, construction of capital projects and equipment purchases.
As part of the measure, Council adopted an Accountability Ordinance (Ordinance 16-21) to establish accountability measures as outlined:
Revenue Requirements:
· 10% of budgeted revenues must be maintained in an Uncertainty Fund. This money can only be accessed during a fiscal emergency;
· 10% of budgeted revenues must be deposited into the following two categories:
o 2% into Youth Programs
o 8% into Maintenance and Emerging Needs
Expenditure Requirements:
· Tax money shall not be used for debt service payments; · The annual expenditure plan must be approved by Council after the following process has occurred:
o City Manager makes a recommendation to City Council and makes changes as requested by Council;
o Staff receives comments and recommendation by Sales Tax Oversight Board; o Staff conducts two public hearings at regular Council Meetings to consider expenditure plan.
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File #: 25-0063 Agenda Date: 3/17/2025 Agenda #: 2.
Sales Tax Oversight Board:
The Oversight Board will consist of 11 members that will serve two-year terms. Members may be reappointed to serve up to two additional two-year terms (total of 3 terms). Members are selected in the following manner:
· Each Council member selects one member;
· The Citizens Advisory Committee (CAC) selects two members; · Visalia Economic Development Corporation selects one member; · Hispanic Chamber of Commerce of Tulare/Kings County or Visalia Chamber of Commerce selects one member;
· Downtown Alliance that represents Property Based Improvement District or Downtown Merchants selects one member; and
· Home Builders Association or Board of Realtors selects one member.
Annual Procedural Review:
Each year, the City shall provide an annual Independent Accountants’ Report on Applying AgreedUpon Procedures to account for the tax revenues received and expenditures made to ensure consistency with the program guidelines and expenditure plans. This report was recently presented to Council in January 2025 with the City’s Financial Statements.
Effectiveness Reviews:
The ballot measure ordinance requires an effectiveness review every eight years from the operative date of the ordinance. The operative date is April 1, 2017; thus, the first review must occur on or before April 1, 2025.
To be in compliance with this requirement, staff is presenting the effectiveness review of Measure N.
Measure N has funded seven fiscal years of the plan and is currently in the eighth year (FY 24/25).
All items listed over the seven years have started or implemented, plus additional operating and capital projects that became a funding high priority. Below is a list of plan elements implemented over the last seven years:
Essential Services
Police:
· Hired personnel and purchased the required equipment & vehicles for the following positions:
o 25 Police Officers
o 4 Community Service Operators
o 8 Professional Staff
· Implemented the body worn camera program and continue to fund with Measure N Streets:
· Completed annual street maintenance totaling $27.5 million over the last seven years. · Completed the Downtown Street Light Replacement Project totaling $9.2 million.
Fire:
· Implemented Paramedic Squad Program which consisted of hiring personnel & purchasing equipment & vehicles for the following positions:
o 6 Paramedics
o 1 EMS Coordinate
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File #: 25-0063 Agenda Date: 3/17/2025 Agenda #: 2.
· Funded 1 Administrative Captain and 1 Deputy Chief. Since these positions were transferred from Measure T, these positions will continue to be funded with Measure N until Measure T funding is available.
· Purchased Ladder Truck
· Purchased Mobile Aire Truck
· Constructed Station 56 located on Lovers Lane
Parks and Recreation:
· Hired Personnel and purchased essential equipment & vehicles for the following positions:
o 1 Landscape Inspector
o 1 Park Maintenance Technician
o 1 Park Maintenance Worker
o 1 Recreation Coordinator
· Funded additional maintenance for a total of $1.12 million over seven years:
o Trailway maintenance - total $187,820.
o Tree maintenance - total $342,639.
o Building maintenance - total $238,006.
o Parks maintenance - total $348,679.
Maintenance & Emerging Needs 8%
· Funded deferred building maintenance totaling $1.8 million over the last seven years.
Youth 2%
· Funded a total of $914,500 in youth programs:
o Manual Hernandez Clubhouse - total $561,653
o Funded grants for youth programs - total $256,237
o Funding for the PAL League Activities - $96,610
Uncertainty Fund Balance
· Maintained the Uncertainty Fund at 10% of budgeted revenues. As of June 30, 2024, the amount was $1.96 million.
· A new policy was adopted in June 2024 that changes the calculation to be the same as the General Fund Reserve which is 30% of operating expenditures. This will take effect for this fiscal year (FY 24/25).
Over the last seven years, Measure N has collected $117.8 million in sales tax revenue. These funds were used to fund $43 million in salaries/benefits and $42.7 million in operating expenses and capital projects. Please remember that expenditures were planned to be less than revenues to be able to fund large capital projects such as the Fire Station 51 which is estimated to cost $22 million and fund essential items as they arose. The approved ten-year plan still has three more years (FY 24/25, 25/26, 26/27) remaining which includes the following items:
· Finish Design and Construct Station 51
· Hire staff and purchase equipment:
o 4 Police Officers (1- FY 24/25, 1 - FY 25/26, 2 - FY 26/27) o 3 Police Professional Staff (1- FY 24/25, 1 - FY 25/26, 1 - FY 26/27) · Continue with annual Plan Elements:
o Street Maintenance - $4 million annually
o Trail/Parks/Building/Bike Path Maintenance - $228k to $240k annually o Youth Programs - $282k annually
o Maintenance and Emerging Needs - $800k to $1.2 million annually Visalia City Council Page 3 of 4 Printed on 3/13/2025
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File #: 25-0063 Agenda Date: 3/17/2025 Agenda #: 2.
Summary:
The continuance of Measure N is essential to the City. Over the last seven fiscal years, Measure N has been able to enhance the City by adding and equipping 50 essential positions, growing youth services, and improving streets, parks, trails, and buildings. Staff recommends that Council continue the Measure N revenue for another 8 years and re-evaluate in 2033 as outlined in the guidelines.
The Measure N Oversight Committee approved the continuance of the measure on February 20, 2025.
Fiscal Impact:
None
Prior Council Action: N/A
Other: N/A
Alternatives: If Council chooses not to continue the measure, a resolution would be needed to suspend the ordinance by a 4/5ths vote as required.
Recommended Motion (and Alternative Motions if expected):
I move to accept the report and continue Measure N revenue for 8 more years.
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments: N/A
Visalia City Council Page 4 of 4 Printed on 3/13/2025
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M E A S U R E N
E F F E C T I V E N E S S
R E V I E W
F E B R U A R Y 2 0 , 2 0 2 5
16 W H AT I S M E A S U R E N ?
The Measure is a 1/2 cent Sales Tax for essential City services such as Police, Fire, Recreation, as well as maintenance of parks, roads, and City facilities.
The Measure uses a detailed 10-year plan.
Measure N was approved by the voters November 2016 and became effective April 1, 2017.
17 M E A S U R E N R E Q U I R E M E N T S
Revenues:
• 10% of budgeted revenues must be maintained in Uncertainty Fund for a fiscal emergency;
• 10% of budgeted revenues must be split into the following categories:
• 2% Youth Programs
• 8% Maintenance and Emerging Needs
Expenditures:
• Money shall not be used for debt service payments;
• Expenditure plan and amendments must be approved as outlined in the plan.
18 • Sales Tax Oversight Board
• Board consists of 11 members that are appointed as specified in the plan. • Reviews Measure N budgets and amendments prior to adoption. • Reviews Independent Accountants’ Report on Applying Agreed-Upon Procedures • Independent Accountants’ Report on Applying Agreed-Upon Procedures • An Independent Auditor will annually review tax revenues received and expenditures from the Measure, to ensure compliance with the Ballot Measure, Program Guidelines and Expenditure Plan.
• Effectiveness Review
• Review the progress of the Measure N Plan and the continuing need for the sales tax measure at a City Council meeting before April 1, 2025, and every 8 years thereafter.
M E A S U R E N R E Q U I R E M E N T S C O N T.
19 P L A N E L E M E N T S I M P L E M E N T E D O V E R L A S T 7 Y R S
Essential Services
Police:
• Hired Personnel and purchased required equipment & vehicles:
• 25 Police Officers
• 4 Community Service Operators
• 8 Professional Staff
• Implemented and continue to fund the body worn camera program Streets:
• Completed street maintenance totaling $27.5 million
• Completed Downtown Street Light Replacement Project - $9.2 million 20 P L A N E L E M E N T S I M P L E M E N T E D - C O N T.
Fire:
• Implemented Paramedic Squad Program (hiring Personnel & purchasing equipment & vehicles):
• 6 Paramedics
• 1 EMS Coordinate
• Funding 1 Administrative Captain and 1 Deputy Chief
• Purchased Ladder Truck
• Purchased Mobile Aire Truck
• Built Fire Station 56 (Lovers Lane)
21 P L A N E L E M E N T S I M P L E M E N T E D - C O N T.
Parks and Recreation:
• Hired Personnel and purchased essential equipment & vehicles:
• 1 Landscape Inspector
• 1 Park Maintenance Technician
• 1 Park Maintenance Worker
• 1 Recreation Coordinator
• Funded additional maintenance (7 year total)
• Trailway maintenance total $187,820
• Tree maintenance total $342,639
• Building maintenance total $238,006
• Parks maintenance total $348,679
22 P L A N E L E M E N T S I M P L E M E N T E D - C O N T Maintenance & Emerging Needs (8%)
• Building Maintenance - total $1.8 million
Youth Programs (2%)
• Manual Hernandez Clubhouse - total $561,653
• Funded grants for youth programs - total $256,237
• Funding for the PAL League Activities - $96,610
Uncertainty Fund Balance
• Maintained at 10% of budgeted revenues - $1,966,950 at June 30, 2024 • New policy adopted with 2 year budget = 30% of operating expenditures 23 M E A S U R E N
R E V E N U E S &
E X P E N S E S
( Y E A R S 1 - 7 )
Plan Years 1-7
Actuals
24/25 Annual
Budget
Revenues
Sales Tax $ 117,792,715 $ 18,123,700
Misc Revenue $ 2,918,299 $ 380,000
Total Revenues $ 120,711,014 $ 18,503,700
Expenditures
Salaries/Operating Exp $ 42,960,263 $ 10,620,600
Capital $ 42,655,612 $ 5,184,900
Total Expenditures $ 85,615,875 $ 15,805,500
Surplus/(Shortfall) $ 35,095,139 $ 2,698,200
Note: The total surplus includes the Economic Uncertainty Fund of $2 million.
24 P R I O R Y E A R
P R O J E C T S
R O L L E D I N T O
F Y 2 4 / 2 5
*Note: Highlighted green are projects
completed this fiscal year (24/25)
Project's Rolled from FY 23/24 Roll Amount
Cape Seal 150,000
Reclamite Streets - MS N 750,000
Shirk Widening over Mill Creek 339,004
Downtown Street Lights 1,223,860
Fire Station 56 Relocation 1,245,718
Station 51 Facility 4,343,852
County Center Road Rehabilitation 605,969
Caldwell Improvement Project - Akers to Shady 8,696
Purchase Marked Patrol Vehicle 95,000
Purchase Media & Community Coordinator Vehicle 35,000
Purchase 3 Police Patrol Vehicle 305,000
Squad Vehicle uplift, decals, and radio 33,004
Measure N Building Maintenance 1,556,474
Total CIP in Progress 10,691,577
25 P L A N E L E M E N T S S T I L L N E E D
C O M P L E T E D
• Finish Design & Construct Station 51 (Additional funding needed of approx. $18m)
• Staff to be hired:
• 4 Police Officers (1- FY 24/25, 1 – FY 25/26, 2 – FY 26/27) • 3 Police Professional Staff (1- FY 24/25, 1 – FY 25/26, 1 – FY 26/27) • Continue with Plan Elements (3 yrs remaining of 10 yr plan) • Annual Street Maintenance - $4 million
• Annual Trail/Parks/Building/Bike Path Maintenance - $228k - $240k per year • Annual 2% Youth Programs - $282,400
• Annual 8% Maintenance and Emerging Needs - $1.2 million 26 S U M M A R Y / R E C O M M E N D A T I O N
Over the last seven years Measure N has been able to enhance the City by adding and equipping 50 essential positions, growing youth services, and improving streets, parks, trails, and buildings.
Recommendation:
Staff recommends continuing the Measure N District Tax for another 8 years which will require another effectiveness review in April 2033. 27 QUESTIONS
28 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
Agenda Item Wording:
Traffic and Construction Impacts - Receive a staff presentation outlining the construction phases of work, traffic detours, closures and resident impacts for the Shirk Street Capacity Enhancement Project and provide feedback to staff.
Deadline for Action: 3/17/2025
Submitting Department: Community Development
Contact Name and Phone Number:
Diego Corvera, Senior Civil Engineer, [email protected], 713-4209 Chris Crawford, City Engineer, [email protected], 713-4331 Jason Huckleberry, Engineering and Building Department Director, [email protected], 713-4495
Department Recommendation:
Staff recommends that City Council accept the construction phasing plan and staff presentation on the construction impacts, traffic detours, street closures and resident impacts associated with the Shirk Street Capacity Enhancement Project.
Background Discussion:
The Shirk Capacity Enhancement project spans from School Ave. to Riggin Ave. and consists of widening the east side of Shirk St. at various locations to accommodate four lanes of travel with a center two-way left turn lane, buffered Class II bike lanes and the installation of approximately 8,200 lineal feet of 48” diameter sewer main and associated infrastructure in the existing street. The project will modify existing traffic signals to accommodate the new street configuration as well as install a new traffic signal at Doe Ave. and Shirk St.
As directed by the City Council through a prior budget process, the operational improvement widening of Shirk Street between School Avenue and Riggin Avenue will be implemented as soon as possible, and the full, ultimate arterial street design requirements will be implemented as a subsequent phase, as further development occurs, and the needed right of way is dedicated to the City. City staff estimates that this Shirk corridor capacity enhancement project will operate at a reasonable level of service for a minimum of 10 years.
This project will have significant impacts to the traffic on the roadways largely stemming from the installation of 48” sewer main that is to be installed 16ft-18ft below street grade. This size of pipe will require robust trenching operations as well as stock piling of soil spoils during construction. These operations demand that portions of Shirk St. be closed to traffic to ensure the safety of the public, Visalia City Council Page 1 of 6 Printed on 3/14/2025
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File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
City personnel and the contractor’s personnel.
Project Phase & Traffic Control:
The project is expected to be constructed in 3 phases as follows:
- Phase 1 - Riggin Ave. to Doe Ave. - Installation of sewer main from north of Riggin Ave. (northerly limits of the project) to Ferguson Ave followed by roadway construction - Closure of Shirk St. between Riggin Ave. and Ferguson Ave. Traffic management from Ferguson Ave. to Doe Ave.
- Phase 2 - Hillsdale Ave. to Goshen Ave. - Installation of sewer main from School Ave. to Goshen Ave. followed by roadway construction, this will involve a moving hard closure from Hillsdale Ave. to Goshen Ave.
- Phase 3 - Goshen Ave. to Doe Ave. - Final segment of sewer to be installed followed by final roadway segment - Closure between Goshen Ave. to Doe Ave.
Phase 1 - March 2025 - May 2025
Phase 1A: The Riggin Ave. and Shirk St. intersection will need to be closed to install the sewer mainline. This is an accelerated closure timeline as we are accommodating the surrounding commercial development construction schedule. It is critical for the surrounding work to complete the underground sewer installation to keep to the commercial development paving schedule. This will ultimately benefit the Shirk project and the forth coming Riggin Widening (Kelsey St. to Shirk St.) project by keeping the commercial work moving and allowing all contractors for all projects to perform their respective work without being in each other’s way. During this intersection closure (defined as area closed to traffic) eastbound traffic on Riggin Ave. will experience a soft closure (soft closure:
open to local traffic only) signage at Plaza Dr. with hard closure (no traffic allowed beyond this point) signage at Clancy St. Traffic will be directed north on Plaza Dr. to Ave. 320 or South on Plaza Dr. to Goshen Ave. to be rerouted back to Riggin Ave. For westbound traffic on Riggin Ave. a soft closure will be in place at Akers St. with a hard closure at Denton St. Traffic will be directed north on Akers St. to Ave. 320 or South on Akers St. to Goshen Ave. be rerouted back to Riggin Ave.
Shirk St. will have a soft closure for northbound traffic at the Ferguson Ave. and Shirk St. intersection. There will be a hard closure just north of Oriole Ave.
Phase 1B: Shirk St. will be closed from just north of Ferguson Ave. to just South of Riggin Ave.
Ferguson and Riggin are planned to remain open during this phase of the work. Oriole Ave will be closed (hard closure) entirely during this phase. Northbound and Southbound traffic will be detoured around this area utilizing Ferguson Ave., Akers St., and Riggin Ave.
Phase 2- May 2025 - September 2025
Shirk St. will have a soft closure from Hillsdale Ave. to Goshen Ave during this phase of the work.
Smaller hard closures will occur in segments between these locations as work progresses.
Southbound traffic on Shirk St. will be rerouted with a soft closure at Goshen Ave. Thru traffic will be directed east and west on Goshen Ave. to Akers St. or Plaza Dr. Local traffic only will be permitted through the soft closure phase. Northbound thru traffic on Shirk St. will be restricted by a soft closure at Hillsdale Ave. Thru traffic will be directed east and west on HWY 198 with traffic Visalia City Council Page 2 of 6 Printed on 3/14/2025
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File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
soft closure at Hillsdale Ave. Thru traffic will be directed east and west on HWY 198 with traffic detour signage on the highway and east on Hillsdale Ave. to Akers St. to be rerouted back to Shirk St.
The first hard closure will occur between School Ave. and Hurley Ave. As work progresses north on Shirk St, the hard closure at Hurley Ave. will change to block northbound thru traffic and southbound hard closure will be placed at Pershing Ave. Local traffic will continue to have access. As work continues beyond Pershing Ave. Hurley Ave will be opened again for local traffic and the hard closure at Pershing Ave. will be in place for northbound traffic. At this point the Goshen Ave. soft closure will be a hard closure, and traffic will be routed east and west on Goshen Ave. to Akers St. and Plaza Dr.
Careful coordination will done with the various residential and commercial areas that have only a single access to Shirk St along this segment. The following areas have been identified:
- Residential development on W Nicholas Ct.
- County subdivision west of W Nicholas Ct.
- Residential properties directly fronting Shirk St. - 934 N Shirk St. - Commercial complex west of Shirk St. along Pershing Ave.
Staff may consider weekend work to minimize impacts to these properties. However, this would be an additional cost to the project.
Phase 2 will also encompass sewer main installation and boring under the railroad at the Goshen Ave. and Shirk St. intersection. During this phase Staff anticipates that Goshen Ave. will remain open for eastbound and westbound traffic with lane closures and lane shifts but Shirk St. will be closed just south of the intersection and possibly just north of the intersection for the boring operations. The traffic detours will route traffic via Akers St., Plaza Dr., HWY 198 and Goshen Ave.
Phase 3 - September 2025 - January 2026
Shirk St. from Goshen Ave. to Doe St. will be closed to complete the sewer main installation and final segment of roadway construction. The traffic detour will route traffic via Ferguson Ave., Goshen Ave., Kelsey St. and Akers St. to route traffic away from this final segment of Shirk St. Access will be maintained to the businesses on the west and east sides of the roadway during this phase.
This traffic phasing as proposed is subject to adjustments as construction work commences.
Depending on field conditions and construction progress some of the identified hard closure locations may need to be adjusted. Public notification will be provided promptly for any adjustments that impact traffic circulation during the project construction.
Outreach
Throughout the project staff will be working with the construction manager to coordinate a robust outreach campaign that will provide the following public notifications and information:
- Construction Mailers will be sent to properties within ¼ mile radius from the project with contractor information 7-days prior to work starting.
- Public meeting mailers will be sent to properties with ½ mile radius from the project 1.5-2 Visalia City Council Page 3 of 6 Printed on 3/14/2025
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File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
weeks prior to public outreach meeting.
- Public outreach meeting will be held Wednesday, March 19th, at Ridgeview middle school from 5:30pm to 6:30pm.
- A text alert number will be created and provided to the public notifying them of detour changes, closures, and general construction progress.
- City web page will be created and updated with construction information. - Press releases will be sent out as project milestones are met and when the project transitions from each phase.
City staff intends to notify the public of all pertinent project information to mitigate inconveniences and frustrations that often arises with large street construction projects like this one.
Projects Timeline:
Shirk Capacity Enhancement Project - Construction awarded September 2024, project anticipated to begin in March 2025 and be completed by early 2026.
Phase 1 - March - May 2025
Phase 2 - May 2025 - September 2025
Phase 3 - September 2025 - January 2026
Fiscal Impact:
The Shirk St Capacity Enhancement Project is a multi-funded project with funds budgeted from the Gas Tax Fund (111), Wastewater Trunkline Fund (231), Storm and Sewer Construction fund (221) and Measure R local Fund (131).
Shirk Capacity Enhancement Project Budget
Shirk Street Project Budget
Gas Tax (fund 111) $2,430,699.20
Measure R Local (Fund 131) $6,141,000.00
Wastewater Trunkline (Fund 231) $13,294,721.69
Storm Sewer Construction (Fund 221) $845,017.00
Total Project Funding $22,711,437.89
Estimated Project Costs:
Project Management $350,000.00
Design Services $810,000.00
Acquisition Cost (ROW) $396,299.24
Misc Administration Fees (RR permit) $3,000.00
Utility Relocation SCE (distribution pole relocation) $150,000.00 Cal Water Relocation $35,000.00
Railroad Coordination $50,000.00
Construction Sewer Installation Base Bid (B) + CO#1 $10,544,408.00 Construction Street Construction Base Bid (A) $6,446,225.00 Construction Contingency $1,098,014.50
Construction Management ~3% (NV5, Inc) $452,167.06
Visalia City Council Page 4 of 6 Printed on 3/14/2025
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File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
Acquisition Cost (ROW) $396,299.24
Misc Administration Fees (RR permit) $3,000.00
Utility Relocation SCE (distribution pole relocation) $150,000.00 Cal Water Relocation $35,000.00
Railroad Coordination $50,000.00
Construction Sewer Installation Base Bid (B) + CO#1 $10,544,408.00 Construction Street Construction Base Bid (A) $6,446,225.00 Construction Contingency $1,098,014.50
Construction Management ~3% (NV5, Inc) $452,167.06
Construction Materials Testing Services (NV5, Inc) $272,323.60 Construction Services (Inspection, Survey) $960,993.28
Total Estimated Project Costs: $21,568,430.68
Surplus (Deficit) $1,143,007.21
Shirk St Capacity Enhancement Project is fully funded no funding appropriations are needed currently.
Prior Council Action:
January 11, 2025
Award Construction Material Testing Services: Authorized the City Manager to execute an agreement with NV5, Inc. in the amount of $272,323.60 to provide construction materials acceptance testing services for the Shirk St Capacity Enhancement project.
December 16, 2024
Construction Change Order: City Council approved construction change order #1 in the amount of $546,408 to Avison Construction Inc. for the Shirk Capacity Enhancement Project and appropriated $845,017 from the Storm Sewer Construction Fund (221).
October 21, 2024
Construction Management Services Contract Award: Authorized the City Manager to execute an agreement with NV5, Inc. to provide construction management services for two City Projects 1) Shirk Street Capacity Enhancement Project from School Ave to Riggin Ave and 2) Riggin Avenue widening Project from Kelsey St to Shirk St in the amount of $545,707.60 & $259,369.23 respectively, combined total of $805,076.83.
September 21, 2024
RFB Award & Appropriation of Funds: Authorize City Manager to award the construction contract to Avison Construction Inc. for RFB 23-24-19, Shirk Capacity Enhancement Project from School Avenue to Riggin Avenue in the amount of $16,444,225.00 and authorize additional appropriation of funds.
October 16, 2023
Authorized the City Manager to approve Amendment No. 2 with Quad Knopf Consultants for additional professional design services in the amount not to exceed $139,635.
September 20, 2021
Public hearing to consider and adopt a Resolution of Necessity to acquire portions from three separate properties APN 077-780-003; 077-640-001 and 077-650-001 generally located along Shirk Street between Riggin Avenue and Goshen Avenue for the purpose of widen Shirk Street.
Visalia City Council Page 5 of 6 Printed on 3/14/2025
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File #: 24-0612 Agenda Date: 3/17/2025 Agenda #: 3.
August 3, 2020
Adoption of Resolution No. 2020-42 authorized the acceptance of portions of an “Irrevocable Offer of Dedication” for street right-of-way on the east side Shirk Street just north of Ferguson Avenue and between Doe Avenue and Goshen Avenue. In addition, adopted resolution No. 2020-43 designating a portion of City owned property located at APN 077-710-077 which is property located along the east side of Shirk Street just south of Ferguson Avenue, as part of the public City Street System.
October 21, 2019
Authorized the City Manager to enter into a contract with Quad Knopf, Inc. for RFP 19-20-08 to prepare Plans, Specifications, and Estimates for the Shirk Capacity Enhancement and Sewer Trunkline Project in the amount not to exceed $533,746.
Recommended Motion (and Alternative Motions if expected):
I move to accept the construction phasing plan and staff presentation on the construction impacts, traffic detours, street closures and resident impacts associated with the Shirk Street Capacity Enhancement Project.
Environmental Assessment Status:
CEQA Exemption - 2024-48
Attachments:
1. Project Location Map
2. Project Traffic Impacts and Outreach Presentation
Visalia City Council Page 6 of 6 Printed on 3/14/2025
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N
Shirk St
W Goshen Ave
W Doe Ave
Rd 88
Ave 312
N Roeben St
W Riggin Ave
W Hurley Ave
N
Tom
my St
W Sunnyview Ave W Ferguson Ave
W School Ave
W Wren Ave
W Logan Ave
W Perez Ave
W Sweet Dr
N
C al ncy St
W Robin Ave
N
Preston St
W Oriole Ave
N El Ca oj n St
W Grove Ave
W Prospect Dr
W Damsen Ave
N Bo si e St
W Babcock Ave
N
Marc ni St
N
Denton St
N
Roeben Dr
W Pershing Ct
N
C al ncy Ct
W Elowin Dr
W Clinton Ave
W Harold Ave
Private St
W Elowin Ave
W Whitley Ave
W Pershing Ave
W Modoc Ave
W Prospect Ave
W Clinton Ct
Rd 92
W Vine Ct W Vine Ave
N
Mae Carden St
W Ceres Ave
W Oak Ave
W Buena Vista Ave
W Lark Ct
N
Stokes Ct
W Allen Ct
N Lindsay Ct
W Thompson Ave
N
Cottonwood St
W Stewart Ave
N
Denton Ct
N
Ve mr ont St
W Crowley Ave
W School Ct
N Branson Ct
W Delaware Ct
N
Mae Carden Ct
N
Cottonwood Ct
W Oriole Ct
W Robinwood Ave
N Peppertree Ct
N
Quincy Ct
W Modoc Ct
W Buena Vista Ct
N
Tom
my Ct
N
Oak Grove St
N
Tom
my St
W Vine Ct
W Riggin Ave
N
Cottonwood St
N
Preston St
W Damsen Ave
N
Marc ni St
W Pershing Ave
W Perez Ave
W Lark Ct
W Oriole Ave
W Modoc Ave
N
Stokes Ct
MILL CREEK
DITCH (p)
MILL CREEK MILL CREEK
±
1 inch = 1,000 feet
LOCATION MAP
Shirk Capacity Enhancement from School Avenue to Riggin Avenue 35
SHIRK STREET
CAPACITY
ENHANCEMENT
PROJECT
City of Visalia, Engineering & Building Department
March 17, 2025
36 INTRODUCTIONS
NV5 Resident Engineer, Kolton Walker, P.E.,
Resident Engineer
Outreach Specialist, Georgiena Vivian, President,
VRPA Technologies
City of Visalia Project Manager – Diego Corvera, P.E., Senior Civil Engineer, City of Visalia
37 PROJECT
BACKGROUND
Project Approval:
Council Approved the Project in 2024
Project Funding:
Contract Amount: $16,444,225.00
State & Locally Funded
Project Purpose and Need:
To Provide Increased Sanitary Sewer Capacity
for Recent & Future Development Along Shirk
St.
To add for additional traffic capacity by
widening Shirk St.
38 PROJECT BACKGROUND
(Continued)
Project Overview
Phase 1 – March through May 2025
• Sewer Installation: Doe Ave. to Riggin Ave .
• Work Hours: 7 am – 3:30 pm Monday-Friday
• Complete Sewer Mainline - Sewer Line in Place & Trench Backfilled. Street Widening. Concrete Improvements.
Electrical Improvements.
Phase 2 – May 2025 through September 2025
• Sewer Installation: School Ave. to south of Goshen Ave. • Work Hours: 7 am – 3:30 pm Monday-Friday
• Complete Sewer Mainline - Sewer Line in Place & Trench Backfilled. Storm Drain Installation. Street Widening.
Concrete Improvements. Electrical Improvements.
Phase 3 – September 2025 through January 2026
• Sewer Installation: Goshen Ave. to Doe Ave.
• Work Hours: 7 am – 3:30 pm Monday-Friday
• Complete Sewer Mainline - Sewer Line in Place & Trench Backfilled. Street Widening. Concrete Improvements.
Electrical Improvements.
Phase 3
Sewer Installations
Goshen Ave
to Doe Ave
39 CURRENT PROJECT
STATUS
Project Team Kick-Off Meeting
Friday, January 28, 2025
Prior and Current Field Activities
Notice of Award Issued: 11/15/2024
Notice to Proceed Issued 3/3/2025
Earliest Start Work Date: Early to Mid March 2025
Contract Reflects 225 Working Days
Right-of-way Acquisition Process
Major Right of way Acquisitions have been Completed
Traffic Control Plan Development
Access to be Maintained to Businesses & Residences
Traffic Control & Street Reconstruction Work to be
Accomplished in Three (3) Phases:
Phase 1: Just South of Doe Ave. to North of Riggin Ave. Phase 2: Hillsdale Ave. to Just South of Goshen Ave.
Phase 3: Goshen Ave. to Doe Ave.
Lead Construction Contractor - Avison
40 ROAD CLOSURE /
TRAFFIC DETOUR
Riggin Ave @ Shirk St Closed
03/17 through 03/21
Phase 1a: Riggin Ave @ Shirk St
41 ROAD CLOSURE /
TRAFFIC DETOUR
42 ROAD CLOSURE /
TRAFFIC DETOUR
43 ROAD CLOSURE /
TRAFFIC DETOUR
Phase 2a
44 ROAD CLOSURE /
TRAFFIC DETOUR
Phase 2b
45 ROAD CLOSURE /
TRAFFIC DETOUR
Phase 2c
46 ROAD CLOSURE /
TRAFFIC DETOUR
Final portion of Phase 2
47 ROAD CLOSURE /
TRAFFIC DETOUR
48 AREAS OF CONCERN
Limited Access
Driveways for 527 & 535 Shirk St.
• Only One (1) Entrance/Exit (Driveway)
• Homes will be Directly Affected - Sewer Line on that Side of the Street Stonegate Estates
• Only One (1) Entrance/Exit (Approach)
• Sewer Line Excavation will be Across the Street Resulting in Limited Access Shepherds Ranch - South of Pershing Ave.
• Has Another Temporary Driveway Entrance Just to the South • Job Site will be Directly Affected by Sewer Line Excavation on that Side of the Street 49 AREAS OF CONCERN
Limited Access (Continued)
Commercial Property on the West Side of Shirk & Pershing • Road Dead Ends as You Drive West
• Intersection is the Only Way In & Out
• Many Businesses with Access Cutoff for a Day or so During Construction
Near Pershing looking north to Goshen Ave
• Sewer Line Excavation - West Side of Shirk St.
• Area Where Jack & Bore Steel Casing will Occur
• Businesses & Residence will have Very Limited Access
50 AREAS OF CONCERN
Limited Access (Continued)
Shirk St. looking south towards Goshen Ave.
• Install Two (2) Sewer Lines & a Storm Drain Line
• Intersection will be Closed at Various Stages
Shirk Entrance to the Tuscany Villas Apartments
• Access will be Provided During Construction
• Apartments have Another Entrance from Doe Ave.
Activity Centers
Access will be Maintained to Activity Centers (Churches, Schools, Etc., Including:
• Hurley & Denton Elementary Schools, Ridgeview Middle School, Mid-County Community School, and St. Paul’s Church & School
Detours - Will be Noticed & Posted in Advance
Street Closures – Will be Noticed & Posted in Advance 51 COMMITMENTS TO YOU
Maintain Continuous & Safe Access to
Properties
Maintain Safe Pedestrian Routes
Notice & Sign Road Closures
Notice, Sign & Maintain Detour Routes
Be Good Neighbors
Deliver the Project Expeditiously
52 CHECKING OUR
PROGRESS/OUTREACH PLAN
Purpose
Ensure Meaningful & Sustained Participation by the
Public
Provide Regular Updates to Give & Receive
Information
Outreach Strategies
Public Meetings
Text Message Alert Notification System
Direct Mailing
24-Hour Hotline
Press Releases and Updates
Webpage & Social Media Information
Social Media
53 Mailer Notice to be Distributed by March 10, 2025
Public Meeting to be Held on March 19, 2025, at
Ridgeview Middle School between 5:30 & 6:30 PM
Phase 1: March 2025 - May 2025
Traffic Control Setup and Mobilization
All Potholing is Done at the Beginning of the Project Sewer System Installation
Electrical Work
Roadway Widening & Reconstruction
Phase 2: May 2025 - September 2025
Traffic Control Setup and Mobilization
Utility Relocation
Sewer System and Storm Drain Installation
Electrical Work
Roadway Widening & Reconstruction
Phase 3 – September 2025 – January 2026
Traffic Control Setup and Mobilization
Utility Relocation
Sewer System Installation
Electrical Work
Roadway Widening & Reconstruction
NEXT STEPS
54 CONTACT US
Primary - NV5 Resident Engineer, Kolton Walker, P.E.
Phone: (559) 355-9506
Email: [email protected]
Outreach Specialist, Georgiena Vivian
Phone: (559) 259-9257
Email: [email protected]
City of Visalia Project Manager – Diego Corvera, P.E. Phone: (559) 713-4209
Email: [email protected]
55 Text alerts: 888-477-3146 text
“Shirk” to receive project updates
Visit the City web page at
www.visalia.city/shirk for project
updates
Contractor 24-hour phone line -
Joseph Kochergen 559-718-1546
HOW TO STAY UP TO
DATE
56 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0046 Agenda Date: 3/17/2025 Agenda #: 1.
Agenda Item Wording:
Authorization to read ordinances by title only.
Visalia City Council Page 1 of 1 Printed on 3/13/2025
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0598 Agenda Date: 3/17/2025 Agenda #: 2.
Agenda Item Wording:
Developer Reimbursement Agreement - Authorize the City Manager to execute a reimbursement agreement for improvements constructed with the Greystone Phase 3 Subdivision located at the northeast corner of Akers St and Sedona Ave.
Deadline for Action: 3/17/2025
Submitting Department: Community Development
Contact Name and Phone Number: Luqman Ragabi, Associate Engineer - (559)713-4271, [email protected] <mailto:[email protected]> Adrian Rubalcaba, Senior Project Manager - (559)713-4507, [email protected] <mailto:[email protected]>
Jason Huckleberry, Director of Eng & Building, (559)713-4495, [email protected] <mailto:[email protected]>
Department Recommendation:
Staff recommends authorizing the City Manager to execute the reimbursement agreement with Presidio JJR Greystone ll 63, LL (Developer) in the amount of $275,139.04 for improvements constructed along Akers Street and dedications to riparian setbacks associated with the Greystone Phase 3 subdivision.
Background Discussion:
The final map for the Greystone Phase 3 Subdivision involves the subdivision of a 19.11-acre site into 63 single-family lots, along with five outlots (A through E). These outlots are designated for purposes such as street frontage landscaping, a pocket park, and a section of the Modoc Ditch Trail.
As part of the Subdivision Improvement Agreement, arterial roadway improvements were required along the project frontage. Akers Street is identified as a funded arterial in the City's Circulation Element and Transportation Impact Fee Program. Consequently, portions of the required improvements along Akers Street are eligible for reimbursement under the City’s impact fee program.
Additionally, the development required land dedication along the Modoc Ditch Channel for trail purposes and riparian setbacks. This area dedicated is eligible for reimbursement under the Waterways Acquisitions Fund program.
The total amount to be reimbursed to the developer is $275,139.04 for excess pavement, right-ofway dedication along Akers Street, and the riparian setback dedication along the Modoc Ditch.
Impact fees were paid by the developer for each residential building permit issued within the development, so no credits were applied at the time of building permit issuance. The reimbursement will be made as a cash payment to the developer for the work and dedication associated with Visalia City Council Page 1 of 2 Printed on 3/13/2025
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File #: 24-0598 Agenda Date: 3/17/2025 Agenda #: 2.
Greystone Phase 3.
On December 11, 2024, the reimbursement agreement for the Greystone Phase 3 Subdivision was reviewed and recommended for approval by the Development Reimbursement Review Committee (DRRC). The DRRC, which is composed of staff from the Community Development and Finance Departments, reviewed the reimbursement to ensure that the costs are reasonable in comparison to the City’s costs for similar capital projects.
Fiscal Impact:
A cash reimbursement totaling $275,139.04 will be made to the Developer as follows:
Transportation Impact Fee Fund (241): $176,539.04
Waterway Acquisitions Fund (261): $ 98,600.00
Prior Council Action:
Council accepted the final map for the Greystone Phase 3 subdivision at their meeting held on November 1, 2021.
Council accepted the Notice of Completion for the Greystone Phase 3 subdivision at their meeting held on November 15, 2022
Other: None
Alternatives: None
Recommended Motion (and Alternative Motions if expected):
I move to authorize the City Manager to execute a reimbursement agreement for improvements completed by the Greystone Phase 3 subdivision.
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:
1. Locations Map
2. Reimbursement Agreement
Visalia City Council Page 2 of 2 Printed on 3/13/2025
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MODOC
BASIN
MODOC
MODOC
MODOC
LOCATION MAP
Subject Property
O
City Limit
N LINWOOD ST
W RIGGIN AVE
W SEDONA AVE
W FERGUSON AVE
N AKERS ST
60 City of Visalia & Developer
Reimbursement Agreement PAGE 1
CITY OF VISALIA
REIMBURSEMENT AGREEMENT
FOR PRIVATELY CONSTRUCTED PUBLIC FACILITIES INCLUDED IN THE CITY’S IMPACT FEE PROGRAMS
This Agreement, dated as of the _____ day of _________________, 2025, is entered into by and between the City of Visalia, a municipal corporation (the “City”), and PRESIDIO JJR GREYSTONE ll 63, LLC. (the “Developer”).
RECITALS:
WHEREAS, Chapter 16.44 of the City of Visalia Municipal Code (the "Code") established development fees and special funds as part of the City’s Transportation Fee Program (the “Transportation Fee Program”); and
WHEREAS, Section 16.44.150 of the City of Visalia Municipal Code authorizes the City to enter into reimbursement agreements for the construction of planned transportation facilities designated in the Transportation Fee Program upon application of property developers; and WHEREAS, Chapter 16.40 of the City of Visalia Municipal Code (the “Code”) establishes development fees and special funds as part of the City’s Storm Drain System Fee Program (the “Storm Drain Development Fee Program”); and
WHEREAS, Section 16.40.070 of the City of Visalia Municipal Code authorizes the City to enter into reimbursement agreements for the construction of facilities designated in the Storm Drain Development Fee Program upon application of property developers; and WHEREAS, City and Developer, as a condition for approval of Greystone Phase 3, pertaining to real property identified therein (the property and entitlements so described hereafter referred to as the Project”) have entered into a Project Improvements Agreement that sets forth Developer’s obligations regarding the dedication of right of way and construction of planned transportation facilities and other public improvements, according to improvement plans titled Vista Del Sol and approved by the City (hereafter collectively referred to as the “Facilities”); and WHEREAS, City and Developer desire to set forth their mutual understandings regarding the manner in which the City shall reimburse Developer for the Facilities that are nonsupplemental transportation facilities under the City’s Transportation Fee Program requirements, and drainage facilities under the City’s Storm Drain Development Fee Program; and NOW, THEREFORE, in consideration of the mutual promises contained herein, the City and the Developer hereby agree as follows:
Section 1. Construction of Facilities
Developer shall complete construction of the Facilities in accordance with the terms of the Subdivision Improvements Agreement.
Section 2. Reimbursement Amounts
The City shall reimburse, through fee credits or cash payments as provided herein, the Developer 61 City of Visalia & Developer
Reimbursement Agreement PAGE 2
for the planned Facilities based on the schedule of costs and land values contained in the Traffic Impact Fee Update Nexus Study City of Visalia, dated March 16, 2015. Exhibit 1, attached hereto, lists the Programmed Costs, or the items that the City will reimburse the Developer for and lists the applicable unit costs and right of way values. Planned transportation facilities that are nonsupplemental improvements to the Project, and for which the Developer is entitled to be reimbursed for, are separately identified in Exhibit 1 of this agreement.
If any items are not listed in the schedule of costs then the City and Developer must agree to an acceptable unit cost prior to this Agreement being signed. Changes or variations in the Programmed Costs may be requested by the Developer pursuant to Section 3 of this Agreement.
Section 3. Adjustment to Programmed Costs
The Developer may request the City to adjust the Programmed Costs. In order to request an adjustment to the Programmed Costs, the Developer must provide the following:
(1) Copies of the original contract with the contractor and any change orders that have been agreed to by the Developer, contractor, and the City. The portion of each change order associated with the Facilities must be itemized separately; (2) Copies of all invoices, with unconditional lien releases, submitted by the contractor; (3) Copies of all checks issued by the Developer with related invoices indicated; and (4) A summary tabulation of all contractor invoices and Developer payments.
If, when the final reconciliation of construction costs for the improvements to be reimbursed is conducted by the City, the actual construction costs for any of the Facilities so reimbursed exceeds the Programmed Costs for such Facilities, the City Engineer shall review the items described above and determine if the Programmed Costs that will be credited/reimbursed to the Developer should be increased above the amount shown in Exhibit 1 to fairly reflect change orders or other changed circumstances. The City Engineer shall determine in his/her reasonable discretion how much of the actual construction costs should be included in an increase to the Programmed Costs, and if acceptable, the parties shall execute an amendment to this Agreement setting forth the adjusted Programmed Cost.
Section 4. Right to Reimbursement
Developer shall be reimbursed the final amount of the Programmed Cost in the manner as set forth in Section 5 below. Reimbursements payments by the City will not be made until all of the following requirements are met:
(1) All Facilities are completed and formally accepted by the City as shown by the issuance of a Notice of Completion by the City; and
(2) A reimbursement request is submitted to the City. The Developer must apply for reimbursement within four (4) years after the City has accepted the Facilities or within four years of January 30, 2009, the effective date of Ordinance No. 2008-14, which modified Chapter 16.44 of the Visalia Municipal Code to contain this requirement, whichever is later. The Developer waives all right to reimbursement from the City if they do not request reimbursement within this 62 City of Visalia & Developer
Reimbursement Agreement PAGE 3
four-year limitation; and
(3) Thirty (30) days have passed since the City accepted the facilities and no claims of nonpayment have been filed with the city. If such claims have been filed, then the City will not reimburse the Developer until the claims are resolved.
Section 5. Reimbursement Method
Upon issuance of a Notice of Completion for the Facilities, Developer shall be reimbursed the Programmed Costs in the following manner(s):
5.1 Cash Reimbursement from Development Fees Collected City Wide. City shall pay $275,139.04 of the Programmed Costs, in the manner identified in Exhibit 1, upon Developer’s submittal of a reimbursement request in compliance with Section 4 after this Agreement is executed. The City shall establish respective priorities to payments from such fund by reference to the date of issuance of a Notice of Completion. The City will reimburse the Programmed Costs to the Developer without interest.
Section 6. Transfer of Reimbursement Rights
Rights to cash payment reimbursements or fee credits granted to Developer pursuant to this Agreement may be transferred to other owners, builders, or developers only with the written consent of City. The notice must be signed by the Developer and the City, and an executed copy of the form shall be kept on file at the City.
Section 7. Limited City Obligation
The obligations arising from this Agreement are neither a debt of the City nor a legal or equitable pledge, charge, lien, or encumbrance upon any of its property or upon any of its income, receipts, or revenues, except the fees collected for the Facilities. Neither the General Fund nor any other fund of the City, except the applicable fund(s) associated with the Transportation Impact Fee Program, shall be liable for the payment of any obligations arising from this Agreement. The credit or taxing power of the City is not pledged for the payment of any obligation arising from this Agreement. No Developer shall compel the forfeiture of any of the City’s property to satisfy any obligations arising from this Agreement.
Section 8. Liens, Claims, and Encumbrances
Prior to final acceptance and issuance of Notice of Completion for any Facilities by the City, the constructing Developer shall provide a written guarantee and assurance to the City that there are no liens, claims, or encumbrances on those Facilities, together with unconditional final releases from all contractors and material suppliers, and with copies of invoices and corresponding checks issued by the Developer for all items for which reimbursement is requested under this Agreement for the Facilities. Notwithstanding any other provision or term of this Agreement, the City shall have no obligation to make any reimbursement payments until the constructing Developer has cleared any and all liens, claims and encumbrances from the Improvements and provided the required documentation, guarantee and assurance in writing, to the satisfaction of the City.
Section 9. No Third Party Beneficiary
City does not assume any liability, duty or obligation to Developer’s contractors, subcontractors 63 City of Visalia & Developer
Reimbursement Agreement PAGE 4
or agents by execution or performance of this Agreement and no contractors, subcontractors, agents or any parties are third party beneficiaries of this Agreement.
Section 10. Attorney’s Fee
If any suit, action or proceeding in law or equity is brought to enforce the provisions of this Agreement, the prevailing party shall be entitled to reasonable costs and attorneys’ fees.
Section 11. Notices
Any notices, requests, demands or other communications required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given on the date of service if served personally (FedEx and similar services, each of which is hereinafter called an “Express Courier,” shall be considered to be personal service) or by telephone facsimile or other electronic transmission (provided that the sender of a telephone facsimile or other electronic transmission has received confirmation of successful transmission by the sending fax machine), and upon receipt, if mailed to the party to whom notice is to be given, by first-class mail, registered or certified, postage prepaid, return receipt requested, and properly addressed as follows:
City: With a copy to:
City of Visalia City of Visalia
Community Development Department Finance Department
315 E. Acequia Ave. 707 W. Acequia Ave.
Visalia, CA 93291 Visalia, CA 93291
Attn: City Engineer Attn: Finance Administrator
Developer:
PRESIDIO JJR GREYSONE ll 63, LLC
Attn Nicolas Peters
5607 Avenida de los Robles
Visalia, California 93291
Either party may change its mailing address at any time by giving written notice of such changes to the other party in the manner provided herein.
Section 12. Term
The term of this Agreement shall start on the day and year duly executed by all parties and shall remain in effect until all the terms and conditions contained in this Agreement have been satisfied.
Section 13. Severability
If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, such portion shall be deemed severed from this Agreement and the remaining parts shall remain in full effect as though such invalid or unenforceable provision had not been a part of this Agreement.
Section 14. Binding on Successors and Assigns
Each and every provision of this Agreement shall be binding upon and shall inure to the benefit of the respective successors and assigns of the parties hereto, in the same manner as if such parties had been expressly named herein.
64 City of Visalia & Developer
Reimbursement Agreement PAGE 5
Section 15. Governing Law; Venue
This Agreement is made under, and shall in all respects be interpreted, enforced, and governed by, the laws of the State of California. In the event of a dispute concerning the terms of this Agreement, the venue for any legal action shall be with the appropriate court in the County of Tulare, State of California.
Section 16. Exhibits
The Exhibits attached hereto are hereby incorporated herein by this reference.
Section 17. Entire Agreement
This Agreement contains the entire agreement between the parties with respect to the matters contained herein and may be amended only by subsequent written agreement signed by all parties.
Section 18. Compliance with State Law.
Developer is aware of the requirements of California Labor Code Section 1720, et seq., 1770, et. seq., and California Code of Regulations, Title 8, Section 1600, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements for work considered “public works” as that term is defined under Prevailing Wage Laws. Developer agrees that it shall comply with Prevailing Wage Laws and it is Developer’s sole responsibility to confirm whether Prevailing Wage Laws are applicable. City shall provide Developer with a copy of the prevailing rates of per diem wages in effect at the commencing of this Agreement upon request by the Developer. Developer agrees to hold the City harmless and to indemnify and defend the City, with legal counsel reasonably acceptable to City, from all claims arising from the potential application of Prevailing Wage Laws under this Agreement. 65 City of Visalia & Developer
Reimbursement Agreement PAGE 6
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and the year first written above.
CITY OF VISALIA, PRESIDIO JJR GREYSTONE ll 63, LLC
A municipal corporation
Leslie B. Caviglia Signature Date
City Manager/City Clerk Date
Print Name
ATTEST:
Title
Deputy City Clerk Date
APPROVED AS TO FORM:
City Attorney Date
66 EXHIBIT 1
City of Visalia & Developer
Reimbursement Agreement Page 7
67 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 24-0613 Agenda Date: 3/17/2025 Agenda #: 3.
Agenda Item Wording:
Purchase of Five (5) CNG-Powered Solid Waste Trucks - Authorize the City Manager to award a purchase order to E.M. Tharp of Porterville, CA for the purchase of five (5) CNG-powered residential side-load solid waste trucks through the Sourcewell Cooperative contract in the amount of $2,232,375.
Deadline for Action: None
Submitting Department: Public Works
Contact Name and Phone Number:
Jason Serpa, Public Works Manager, [email protected] 713-4533 Nick Bartsch, Public Works Director, [email protected] 713-4052 Department Recommendation:
Staff recommend that the City Council authorize the City Manager to award a purchase order to E.M.
Tharp of Porterville, CA for the purchase of five (5) CNG-powered residential side-load solid waste trucks through the Sourcewell Cooperative contract in the amount of $2,232,375.
Background Discussion:
In accordance with the replacement schedule set by the City’s Capital Improvement Program, the Solid Waste Division within the Public Works Department is seeking the authorization to replace five (5) residential side-load solid waste trucks that were included in the FY 24/25 Budget. The type and quantity of trucks to be replaced are as follows:
(5) Residential Side Loader (VH0305)
In the past, the City has utilized Congested Mitigation & Air Quality (CMAQ) funds to supplement costs to purchase Compressed Natural Gas (CNG) solid waste vehicles. Over the past 3 years, staff has recommended and purchased diesel-powered trucks in order to diversify the fleet and lower the costs of operation. The goal of fleet diversification was to bring the fleet to a diesel to CNG ratio of 25% diesel power and 75% CNG power. As of FY23/24, this ratio has been achieved. Staff are now recommending the new purchases revert back to CNG powered trucks to be able to continue utilizing the CNG fuel line.
E.M. Tharp is the Peterbilt chassis dealer in the area and will coordinate with Amrep, Inc. out of Ontario, CA to install the truck bodies.
Sourcewell Cooperative Purchasing helps the City save time and money by purchasing from ready-to -use, competitively solicited contracts. Cooperative Purchasing is “Procurement conducted by, or on behalf of, one or more Public Procurement Units,” as defined by the American Bar Association Model Procurement Code for State and Local Governments. Sourcewell streamlines the purchasing Visalia City Council Page 1 of 3 Printed on 3/7/2025 powered by Legistar™ 68
File #: 24-0613 Agenda Date: 3/17/2025 Agenda #: 3.
Procurement Code for State and Local Governments. Sourcewell streamlines the purchasing process by developing Requests for Purchase for national competitive solicitations that meet or exceed local requirements. Because E.M. Tharp is the Peterbilt dealer in Tulare County, and Peterbilt Trucks are already competitively bid by Sourcewell, the City is able to utilize that contract to obtain the Sourcewell price. This helps the City maintain a uniform fleet by using the same truck and body manufacturers available through a local dealer, thus keeping maintenance costs down for fleet maintenance and repair.
The Visalia Solid Waste Division operates a fleet of 61 trucks, including: (19) commercial front-load trucks, (5) roll-off trucks, and (37) residential side-load trucks. The current replacement program for a solid waste truck is 10 years. As mentioned previously, the five trucks being replaced were included in the FY 24/25 budget. Once they are replaced, the trucks will have been in operation for 12 years.
Over the last six fiscal years, the Solid Waste Division has replaced (51) refuse trucks, thus improving the City’s fleet to more current standards and greater operational efficiency and effectiveness. The replacement schedule that pertains to this report and for the future is as follows:
FY 24/25: (7) trucks - (2 to be authorized later in the year) FY 25/26: (3) trucks
After FY25/26, all Solid Waste trucks will have gone through a recent replacement cycle, and the new replacement cycle would begin anew in FY31/32.
Carbon footprint:
Without going electric, the current Cummins Westport CNG engine is the lowest Nitrogen Oxide (NOx) producing engine for solid waste collection vehicles. The Valley Air Pollution District states that these engines burn ten times cleaner than the older CNG engines that the City will be replacing.
Continuing with the environmental landscape, the Solid Waste Department understands the impact of current legislation regarding zero-emission vehicles. While there are currently electric-powered solid waste trucks available in the market, due to the high cost of purchase, even with grant funding, coupled with limited electric infrastructure, and an un-proven track record, staff does not recommend a total electric replacement cycle at this time.
Looking to the future, the Department will continue researching options, including a “pilot” electric truck and/or hydrogen-fueled truck.
Fiscal Impact:
The City's Capital Improvement Plan includes $2,725,000 to purchase 5 side loader trucks for the fiscal year 24/25 (VH0305).
CIP Project #
Total Amount
Budgeted FY 24/25 Order Surplus
VH0305 $2,725,000 $2,232,375 $492,625
Visalia City Council Page 2 of 3 Printed on 3/7/2025
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File #: 24-0613 Agenda Date: 3/17/2025 Agenda #: 3.
CIP Project #
Total Amount
Budgeted FY 24/25 Order Surplus
VH0305 $2,725,000 $2,232,375 $492,625
This purchase will be for (5) trucks and will be paid for by the Solid Waste Enterprise Fund (441).
Any remaining funds, including proceeds from auctioning old vehicles, will return to the Solid Waste Fund (441).
Prior Council Action: Click or tap here to enter text.
May 20, 2019 Award Purchase of 4 CNG refuse trucks to E.M. Tharp.
January 6, 2020 Award Purchase of 13 CNG refuse trucks to E.M. Tharp.
May 18, 2020 Award Purchase of 13 CNG refuse trucks to E.M. Tharp.
June 7, 2021 Award Purchase of 6 Diesel refuse trucks to E.M. Tharp.
May 16, 2022 Award Purchase of 2 Diesel refuse trucks to E.M. Tharp.
March 3, 2023 Award Purchase of 7 Diesel refuse trucks to E.M. Tharp.
February 20, 2024 Award Purchase of 6 Diesel refuse trucks to E.M. Tharp.
Other:
N/A
Alternatives:
Choose not to authorize the use of Sourcewell’s national cooperative agreement with E.M. Tharp, Inc. This is not recommended as there can be significant delays with the procurement of vehicles.
This may result in higher maintenance costs to keep older vehicles operating in the meantime.
Recommended Motion (and Alternative Motions if expected):
I move to authorize the City Manager to award a purchase order to E.M. Tharp of Porterville, CA for the purchase of five (5) CNG-powered residential side-load solid waste trucks through the Sourcewell Cooperative contract in the amount of $2,232,375 from the Solid Waste Enterprise Fund (441).
Environmental Assessment Status:
N/A
CEQA Review:
N/A
Attachments:
Sourcewell Pricing Quote - Side Load Truck (CNG) (2 documents) Vehicle Purchase Authorization Forms
Sourcewell Contract
Visalia City Council Page 3 of 3 Printed on 3/7/2025
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INSERT NOTES
BODY PRICE (IF APPLICABLE) $200,280
HEAVY-DUTY
520 - 520EV - 567 - 579 -
579EV - 589
25.00% TOTAL PRICE FOR CAB &
CHASSIS AND ALL SOURCED
GOODS/SERVICES
$446,475
SOURCEWELL DISCOUNT % 25.00% 220/220EV 5.00%
SOURCEWELL DISCOUNT $ $68,525
MEDIUM-DUTY
535 - 536 - 537 - 548
15.00%
SOURCEWELL CAB & CHASSIS PRICE $205,574
848881
SOURCEWELL PETERBILT DEALER QUOTE/INVOICE TEMPLATE
*SEPTEMBER 2023 REVISION
TOTAL PRICE FOR ALL SOURCED
GOODS/SERVICES
$40,621
PETERBILT MODEL 520
PETERBILT MOTORS COMPANY SOURCEWELL CONTRACT # 032824-PMC *DEALER TO FILL IN ALL GREY CELLS
Golden State Peterbilt
City of Visalia
CHASSIS # 752858-752862
CAB & CHASSIS LIST PRICE $274,099 PETERBILT MODEL SOURCEWELL DISCOUNT 71
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74 032824-PMC
Rev. 3/2022 1
Solicitation Number: RFP #032824
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Peterbilt Motors Company, 1700 Woodbrook Street, Denton, TX 76205 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Class 4-8 Chassis and Cabs with Related Equipment, Accessories, and Services from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
EXPIRATION DATE AND EXTENSION. This Contract expires July 9, 2028, unless it is cancelled sooner pursuant to Article 22. This Contract allows up to three additional one-year extensions upon the request of Sourcewell and written agreement by Supplier. Sourcewell retains the right to consider additional extensions beyond seven years as required under exceptional circumstances.
B. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
75 032824-PMC
Rev. 3/2022 2
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
76 032824-PMC
Rev. 3/2022 3
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
77 032824-PMC
Rev. 3/2022 4
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized
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subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
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A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted
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price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
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D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
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b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
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The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms
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no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Supplier will maintain coverage for all claims the Supplier may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Supplier’s professional services required under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate
6. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
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Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
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Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with
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the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions.
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).
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Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and
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records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.
M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by a Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.
O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.
P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.
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R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.
Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.
T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Peterbilt Motors Company
By: __________________________ By: __________________________ Jeremy Schwartz Phill Hall
Title: Chief Procurement Officer Title: National Fleet Sales Manager Date: ________________________ Date: ________________________
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0033 Agenda Date: 3/17/2025 Agenda #: 4.
Agenda Item Wording:
Intent to Abandon Public Street Right-of-Way - Adopt Resolution No. 2025-16 initiating proceedings to vacate a portion of public alleyway and right-of-way on Meadow Avenue and Shady Street, located west of Mooney Boulevard and north of Tulare Avenue. (Resolution required) Deadline for Action: 3/17/2025
Submitting Department: Community Development
Contact Name and Phone Number:
Adrian Rubalcaba, Sr. Project Manager, (559)713-4507, [email protected] <mailto:[email protected]>
Jason Huckleberry, Engineering & Building Dept. Director, (559)713-4495, [email protected] <mailto:[email protected]> Department Recommendation:
Staff recommends adopting Resolution No. 2025-16 initiating proceedings to vacate a portion of public alleyway and right-of-way on Meadow Avenue and Shady Street.
Background Discussion:
The abandonment of the streets and alleyway is being requested by the College of Sequoias (COS) to facilitate the planned expansion of their campus. The Visalia Campus University Center master plan was submitted through the City’s Site Plan Review process as SPR No. 2024-17, proposing the demolition of existing buildings and construction of new facilities, further expanding the existing campus to the south. The expansion will encompass the majority of the northwest corner of Tulare Avenue and Mooney Boulevard (the site plan, Exhibit “A”, is attached for reference).
The COS expansion will include redesigning the college campus entry and connections to Meadow and Tulare Avenue. On-site features will include new driveway enhancements with roundabouts to improve vehicle circulation and public safety. The expansion requires the abandonment of Shady Street, a portion of Meadow Avenue, and a portion of the connecting alleyway, further delineated in Exhibit “B”, attached hereto. Onsite permitting and construction will be processed through state agency authorities, as COS, a state entity, can exempt themselves from City land use processes. The abandonment of any public streets, alleyways, or easements, and encroachment permitting will be processed locally.
Council approval of the resolution to initiate proceedings to vacate the public streets and alleyway sets forth the required public notifications, postings, and sets the public hearing pursuant to the Streets and Highways Code, “Public Streets, Highways, and Service Easements Vacation Law.” The public hearing date cannot be set less than 15 days after the initiation of proceedings; the public hearing date will be scheduled for the April 7, 2025 Council meeting.
Visalia City Council Page 1 of 2 Printed on 3/13/2025
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File #: 25-0033 Agenda Date: 3/17/2025 Agenda #: 4.
Any public utilities affected will be notified of the proposed public streets and alleyway abandonment.
Existing easements may remain or utility infrastructure rerouted and easements re-established as part of the vacate process; to be further determined by their respective utility companies and City of Visalia.
Fiscal Impact:
No additional impacts anticipated. The ongoing street and alleyway maintenance for the areas vacated to be omitted.
Prior Council Action: None.
Other: N/A
Alternatives: Council may elect to deny request to vacate the public alleyway and street right-of-way for Meadow Avenue and Shady Street.
Recommended Motion (and Alternative Motions if expected):
I move to adopt Resolution No. 2025-16, initiating proceedings to vacate a portion of the public alleyway and right-of-way on Meadow Avenue and Shady Street, located west of Mooney Boulevard and north of Tulare Avenue.
Environmental Assessment Status: EIR for Phase 1 of Visalia University Center is underway.
CEQA Review: To be determined.
Attachments:
1. Location Map
2. Exhibit A - Site Plan
3. Exhibit B
4. Resolution
Visalia City Council Page 2 of 2 Printed on 3/13/2025
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JOB NUMBER:
DWG DATE:
SUBMITTAL TYPE:
ARCHITECTS ENGINEERS CONNECTED BAKERSFIELD 1200 DISCOVERY DR. 160 | BAKERSFIELD, CA 93309 | 661.843.8400 T FRESNO 7535 N. PALM AVE. 201 | FRESNO, CA 93711 | 559.437.0887 T MODESTO 1218 K ST. 100 | MODESTO, CA 95354 | 209.577.2288 T VISALIA 125 S. BRIDGE ST. 150 | VISALIA, CA 93291 | 559.625.5246 T SAN LUIS OBISPO 751 MARSH ST. 200 | SAN LUIS OBISPO, CA 93401 | 805.439.3353 T VISALIA CAMPUS UNIVERSITY CENTER COLLEGE OF THE SEQUIOAS | SEQUIOAS COMMUNITY COLLEGE DISTRICT 915 S MOONEY BLVD VISALIA, CA, 93277 22-12498 PROGRAMMING
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12" 12" 12"
8"
8"
8"
2"
2"
2"
3"
3"
8"
8"
8"
8"
8"
8"
6"
8"
2"
1"
27"
8" 8"
6"
8"
6"
27"
10"
10"
4" 4"
6"
6"
6"
10"
2"
1-1/4""
1-1/4""
2"
4"
4"
3"
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12" 12"
21 "
12"
12"
12"
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12"
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6"
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D
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(LID320.64)
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(SDGR319.35)
(SDFL317.77)
PP
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ICB ICB
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EPB WV
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(LID321.20)
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EPB ELR
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WW
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CO W
W
S (LID320.73)
ELR
CG
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CO
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(LID321.09)
E
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(LID321.04)
ELR
WW
(SDGR320.42)
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W
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W
TPB
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LP
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(SDGR322.07)
ICB
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(SDGR322.51)
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322.26
322.76
322.76
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321.34
322.40
(SDGR320.27)
(SDGR320.08)
(SDGR320.65)
(SDGR320.83)
(SDGR321.22)
(SDGR320.98)
SP
ICB
ELR
ELR E
(LID321.07)
ELR
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TSPB
S
(LID321.35)
TSPB
TSPB
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CO
WV
D
(LID321.15)
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(LID321.23)
LP
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ICB
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ELC X4 ELECTRICAL CONDUIT
MH
(LID322.55)
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LP LP
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ICB ICB ICB ICB ICB ICB
W
LP
MISC
BCM
S
(LID321.39)
(LID320.59)
322.46
T
(LID322.79)
LP
EPB
LP
LP 3' TALL
24 321.95
321.38
321.84
D
(LID321.70)
(12"(E)FL316.78)(12"(N)FL316.23)
(12"(SW)FL316.15)
(LID319.74)
(8"(SE)FL316.59)
(LID319.48)
(8"(S)FL314.43)
(8"(NW)FL314.38)
(LID319.77)
(8"(N)FL316.32)
D
(L DI 320.93)
(8"(E)FL315.73)
(LID320.71)
(L DI 319.45)(6"(S)FL316.29)
(LID319.89)
(8"(N)FL316.39)
D
(LID321.00)(8"(E)FL315.55)
D
(LID319.80)(8"(N)FL316.62)
D
(LID320.99)
(8"(W)FL315.99)
(LID319.66)(6"(N)FL316.51)
(6"(S)FL316.50)
(LID320.58)
(6"(S)FL317.46)
320.09
321.80
321.28
321.72
321.79
321.34
323.11
(LID321.88)(6"(E)FL320.67)
(6"(W)FL320.52)
(LID322.03)
(6"(E)FL319.98)
(6"(W)FL319.91)
S
(LID322.67)
(6"(SE)FL317.14)
(10(E-W)FL317.06)
(10"(N)FL317.03)
(SDGR322.91)
16"
S
(LID321.57)
S
(LID323.18)
S
(LID322.33)(4"(NE)FL320.83)(10"(S)FL317.65)(10"(E)FL317.56) (LID322.24)(4"(SW)FL321.23)(4"(N)FL320.66)
(LID322.18)(4"(E)FL321.15)
15" FRUITLESS PEAR
24" ASH
24" ASH
18" ASH
18" PEPPER TREE
8" CHINESE PISTACHE
8" CHINESE PISTACHE
8" CHINESE PISTACHE
8" CHINESE PISTACHE
15" COASTAL REDWOO
1 D
5" COASTAL REDWOOD
15" COASTAL REDWOOD 12" CHINESE PISTACHE
12" CHINESE PISTACHE
12" CHINESE PISTACHE
12" CHINESE PISTACHE
12" MAPLE
12" MAPLE
58" VALLEY OAK
18" OAK
18" OAK
12" PISTACHE
15" PISTACHE
14" PISTACHE
5" JAPANESE MAPLE
24" COASTAL REDWOOD
24" COASTAL REDWOOD
12" PISTACHE
16" PISTACHE
16" PISTACHE
10" PISTACHE
12" PISTACHE 12" PISTACHE
14" PISTACHE
9" PISTACHE
15" PISTACHE
15" PISTACHE
6" JAPANESE
5 MAPLE
" JAPANESE MAPLE
30" COASTAL REDWOOD
24" COASTAL REDWOOD
28" COASTAL REDWOOD
16"
18" PISTACHE
10" PISTACHE12" CHINESE PISTACHE
UNIVERSITY
CENTER
EDUCATION
SUPPORT
SERVICES
STUDENT
UNION
U N I V E R S I T Y
S Q U A R E U N I O N S Q U A R E
SERVICE
YARD
W. T
U L A
R
E
A
V
E
EXISTING PARKING
S. C R O W E S T.
W. M E A D O
W A V E.
KAWEAH
SEQUOIA
TULE
LODGEPOLE MORO
CP
GIANT
MARKETPLACE
FOSTERS
FREEZE
LIVE OAK
AMPHITHEATER
ALLEY
BLUE OAK
S M O O N E Y B L V D
01-14-2024
13 132
DRAWING TITLE PROJECT NO. DRAWING
DATE DESCRIPTION MARK
Teter, LLP expressly
reserves its common law
copyright and other
property rights in these
plans. This document, the
ideas and designs
incorporated herein, as an
instrument of professional
service, is not to be used
in whole or in part, for
any other project without
prior written authorization.
915 S. MOONEY BOULEVARD
VISALIA, CA 93277
FRESNO HEADQUARTERS
VISALIA l BAKERSFIELD l MODESTO l SAN LUIS OBISPO ARCHITECTS ENGINEERS CONNECTED T , E TER INC.
P:\223-0281\Site\productiondrawings\223281_ts01.dwg PLOT DATE: 1/25/2024 6:19:08 AM Drawing: P:\223-0281\Site\productiondrawings\223281_ts01.dwg; exhibit - ---- Plot by: balvarez Jan 25, 2024 - 6:19am
VISALIA CAMPUS UNIVERSITY CENTER
PLAN REVIEW ONLY NOT FOR CONSTRUCTION
COLLEGE OF THE SEQUIOAS
TOPOGRAPHICAL SURVEY C100 Abandon street ROW and reserve public utility easement in alley, W Meadow Ave, and S Shady St. S MOONEY BLVD W TULARE AVE S CROWE ST S SHADY ST Existing utilities within in alley are to be relocated around proposed building -City Sanitary Sewer -Cal Water -SCE -SoCal Gas -AT&T -Comcast -CVIN
W MEADOW AVE
133
RIGHT OF WAY DEDICATION AS PER
DOC. NO. 2009-0040579 O.R.T.C.
134
RESOLUTION NO. 2025-16
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA
INITIATING PROCEEDINGS TO VACATE A PORTION OF A PUBLIC ALLEYWAY AND
MEADOW AVENUE AND SHADY STREET
WHEREAS, the Council of the City of Visalia hereby declares its intention to vacate a portion of a public alleyway, Meadow Avenue, and Shady Street, more particularly described as follows:
That portion of land as shown on the Oak Meadows Map, recorded April 25, 1946 in Volume 19 of Record Maps, at Page 90, Official Record Tulare County, lying in the Northeast quarter of Section 26, Township 18 South, Range 4 East, Mount Diablo Base & Meridian, according to the Official Plat thereof, in the County of Tulare, State of California, more particularly described as follows:
All of Shady Lane, and a portion of Meadow Lane between the Northerly prolongation of the West line of Shady Lane to the Northerly prolongation of the West line of the East 2’ of Lot 20 of said Record Map;
TOGETHER WITH that portion of 16’ Alley adjacent to Lots 13 through 16 of said Record Map; TOGETHER WITH the East 2’ of Lots 13 through 16 of said Record Map; EXCEPTING THEREFROM, that portion of Laurel Lane abandoned per Doc. No. 2011- 0034463, that portion of Meadow Lane abandoned per Doc. No. 1998-0039374, and that portion of Tulare Ave and Alley per Right-of-Way Dedication Doc. No. 2009-0040579.
WHEREAS, the vacation proceedings are being conducted under Division 9, Change of Grade and Vacation, Part 3, Public Streets, Highways, and Service Easements Vacation Law 8300; and WHEREAS, all persons interested in or objecting to the proposed vacation may appear at a public hearing to be held in the Council Chambers of City Hall, located at 707 W. Acequia, in the City of Visalia, at 7:00pm, April 7, 2025; and,
NOW THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF VISALIA:
1) That copies of this notice of intention to vacate shall be posted in the area to be vacated not more than 300-feet apart, but at least three (3) notices shall be posted. 2) That a copy of this resolution shall be published for at least two (2) successive weeks in the Visalia Times Delta, a newspaper of general circulation in the City of Visalia, prior to the date of the public hearing.
PASSED AND ADOPTED: LESLIE B. CAVIGLIA, CITY CLERK
STATE OF CALIFORNIA)
COUNTY OF TULARE ) ss.
CITY OF VISALIA )
135
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-16 passed and adopted by the Council of the City of Visalia at a regular meeting held on March 17, 2025.
Dated: March 17, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
136
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0054 Agenda Date: 3/17/2025 Agenda #: 5.
Agenda Item Wording:
Walnut Orchard Removal - Notice of Completion - Authorize the filing of a Notice of Completion for the walnut orchard removal project surrounding the Water Reclamation Facility.
Deadline for Action: 3/17/2025
Submitting Department: Public Works
Contact Name and Phone Number: Rehana Cale, Senior Project Manager, [email protected] <mailto:[email protected]>, (559)-713-4176; Nick Bartsch, Public Works Director, [email protected] <mailto:[email protected]>, (559)-713-4052 Department Recommendation:
Staff recommends that the City Council authorize the filing of a Notice of Completion for RFB-24-25- 18 - walnut orchard removal surrounding the Water Reclamation Facility (WRF). (Project No. 4330- 72000/CP0761-999)
Background Discussion:
Based on the health and condition of the walnut orchards, historical and projected crop production, and associated uncertainties related to groundwater sustainability regulations, the City Council directed City staff to stop farming the 130 acres of walnuts in December 2023.
The City Council approved a contract with JFS Enterprises, Inc. in the amount of $495,000 for the removal of the walnut trees at its meeting on November 18, 2024. Because of the City’s participation in the Greater Kaweah Groundwater Sustainability Agency’s (GKGSA) Pilot Land Fallowing Program, the parcel will not be farmed for a minimum of one year. To address the San Joaquin Valley Air Pollution Control District’s long-term dust mitigation requirements after the removal was completed, the City directed JFS Enterprises to evenly spread the wood chip material (generated by chipping the trees) across the parcel. The added cost of $28,350 to do so was reviewed and approved by the Change Order Committee on January 15, 2025. The final cost of the contract is $523,350.
To offset the orchard removal costs, the City applied for, and received, a grant from the San Joaquin Valley Air Control District under their Ag Burn Alternatives Programs, which provided a rebate for the chipping and spreading of the walnut trees in the amount of $37,800. Additionally, by ceasing walnut farming operations and committing to fallowing the parcel for a period of 12 months, the GKGSA further compensated the City an additional $69,455 to assist toward reduced groundwater extraction across the Kaweah Subbasin.
Fiscal Impact:
When council approved and awarded JFS Enterprises the contract for RFB-24-25-18 for Walnut Orchard Demolition and Removal in the amount of $495,000, it also appropriated $550,000 from the Wastewater Fund (431). This appropriated amount covered the change order amount of $28,350.
Visalia City Council Page 1 of 2 Printed on 3/13/2025
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File #: 25-0054 Agenda Date: 3/17/2025 Agenda #: 5.
Wastewater Fund (431). This appropriated amount covered the change order amount of $28,350.
The total cost of the project was $523,350 and was under the budgeted amount of $550,000. The remaining balance of $26,650 will be released back to the Wastewater Fund 431. Additionally, the total rebates and additional funding through the Air Board and GKGSA of $107,255 further offset these expenses.
Prior Council Action:
- December 18, 2023 - City Council was presented an update to the city-owned farmland and farming operations and provided direction to cease farming operations of the 130 acres of walnuts. - February 16, 2021 - City Council was presented an update to the city-owned farmland and farming operations.
- February 19, 2019 - City Council entered into a contract with Jeb Headrick Farming for an annual not to exceed amount of $1,000,000.
- November 18, 2024 - City Council awarded a contract to JFS Enterprises for Walnut Orchard Demolition and Removal in the amount of $495,000 to demolish and remove 130 acres of Walnut Orchards surrounding the Water Reclamation Facility (WRF), and appropriate $550,000 from the Wastewater Fund
Other: N/A
Alternatives: None recommended.
Recommended Motion (and Alternative Motions if expected):
I move to authorize staff to file a Notice of Completion for RFB-24-25-18 Walnut Orchard Removal surrounding the Water Reclamation Facility (WRF).
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:
1. Project Location Map
2. Notice of Completion
Visalia City Council Page 2 of 2 Printed on 3/13/2025
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W
W
W
No
rth Fo
rk Pe
rs i an Ditch
Watson Ditch
Mill Creek
Rd 68
Ave 288
Block 3
Block 1
Block 4
Block 5
Block 2
Well No. 1
Well No. 2
Nearmap US
¯
W Active Well
W Inactive Well
Transportation Line
Orchard
Waterways
0 500 1,000 250
Feet
City of Visalia Walnut Orchards
(Ave 288 & Rd 68)
** All features displayed on the map are a general depiction of irrigation assets and therefore may not accurately reflect their true location.
ATTACHMENT 1
139
Recording requested by and
Please mail instrument to:
City of Visalia
336 N Ben Maddox Way
Visalia, CA 93292
Attn: Public Works Director
This instrument benefits City only. No fee required
per Government Code Section 6103
Project
Notice of Completion
NOTICE IS HEREBY GIVEN by the City of Visalia, a Municipal Corporation of the State of California, located at 336 N Ben Maddox Way, Visalia, California, 93292, Owner in fee of the property, that the work of improvement on the property described as:
RFB-24-25-18 WALNUT ORCHARD REMOVAL AT WATER RECLAMATION FACILITY PROJECT NO. 4330-72000/CP0761-999
under the contract agreement entered into with JFS Enterprises, Inc dated December 12, 2024, as a whole was completed on February 22, 2025 and the City of Visalia hereby accepts said work.
Nick Bartsch, Public Works Director and agent of the City of Visalia, deposes and says that he has read said Notice of Completion and knows the contents thereof, and that the same is true of his own knowledge; that he makes this affidavit for and on behalf of the City of Visalia. __________________________________
Date
CITY OF VISALIA
BY __________________________________________
Nick Bartsch
Public Works Director
State of California
County of Tulare
Subscribed and sworn to (or affirmed) before me on this __________________ day of ______________________________, 20_______, by Nick Bartsch, proved to me on the basis of satisfactory evidence to be the person who appeared before me.
___________________________________
Date
__________________________________________
Notary Signature
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. 140
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0058 Agenda Date: 3/17/2025 Agenda #: 6.
Agenda Item Wording:
Housing Element Annual Progress Report for Calendar Year 2024 - Adoption of a resolution accepting the Housing Element Annual Progress Report for Calendar Year 2025 and finding that it satisfies the city’s reporting requirements to the state.
Deadline for Action: 3/17/2025
Submitting Department: Community Development
Contact Name and Phone Number:
Brandon Smith, Principal Planner, (559) 713-4636 [email protected]; Paul Bernal, Planning and Community Preservation Director, (559) 713-4025 [email protected] Department Recommendation:
Staff recommends that the City Council receive the 2024 Housing Element Annual Progress Report (APR), adopt a resolution accepting the APR for Calander Year 2024 and finding that it satisfies the city’s reporting requirements to the state, and authorize staff to forward the report to the State Department of Housing and Community Development.
Background Discussion:
Pursuant to State Housing Law (Government Code Section §65400(a)(2)), 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’s housing 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. The failure to prepare and deliver the report on a timely basis incurs the 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 6th Cycle Housing Element adopted in December 2023, for the reporting period from December 31, 2023, through December 31, 2031.
The 2024 APR forms and tables are unchanged from the previous year’s format. 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 the Visalia City Council Page 1 of 5 Printed on 3/13/2025
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File #: 25-0058 Agenda Date: 3/17/2025 Agenda #: 6.
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.
Table Name Description
Table A Housing development
applications submitted
Lists all applications deemed complete in 2024. 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 2024. 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
Lists all sites identified in the City’s re-zone program (i.e. certain sites identified in prior cycles and annexation sites) adopted through ZTA 2024-05 on 12/16/2024.
Table D Housing Element Program
implementation status
Reports on all 6th Cycle Housing Element programs.
Table E Commercial development
bonuses approved
N/A for Visalia. No such applications received in the
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 inventory 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.
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 on the City’s progress towards its LEAP grant,
which was approved in 2021.
Visalia City Council Page 2 of 5 Printed on 3/13/2025
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File #: 25-0058 Agenda Date: 3/17/2025 Agenda #: 6.
Report Highlights:
Table A: Application Submittal Summary
- Entitlement Applications. Entitlement applications reflecting a total of 926 units were submitted and deemed complete in 2024, down from 1,878 units in 2023. This includes:
· six subdivisions totaling 517 single-family residential units, including two that were deemed complete in 2024 and scheduled for Planning Commission public hearings in 2025 (see Table A), · one conditional use permit (CUP) application for 276 market-rate apartment dwelling units as part of a mixed use development associated with the Packwood Creek commercial development, north of the Costco Warehouse on Cameron Avenue,
· one application yielding two duplexes on two R-1-5 zone properties, upon approval of a lot line adjustment, allowed through Senate Bill 9 legislation, and · four parcel maps yielding 9 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 120 units over eight projects. This includes:
· Rancho Colegio, an 80-unit deed-restricted Very Low Income development (Dinuba & Glendale, Self-Help Enterprises). Building permits were also issued in 2024. · A 6-unit deed-restricted Very Low Income Development (Santa Fe & Tulare, Habitat For Humanity). This was previously submitted to Site Plan Review in 2022.
Table A2: Building Activity
Comparative data sets between 2024 and the previous four years’ APR submittals are shown in the tables below. As shown in the table below, this represents a 71% increase in the total number of building permits issued in calendar year 2023. The increase in building permit activity is largely attributed to two multi-family residential projects. ADU activity has also seen significant increase for the 4th straight year.
Residential Permit Category 2020 2021 2022 2023 2024
Issued building permits:
ADUs 2 5 16 22 37
Single-Family Units 599 632 540 317 236
Multi-Family Units 6 204 695 12 327
Granted occupancy:
ADUs 3 4 8 20 24
Single-Family Units 571 590 651 448 297
Multi-Family Units 38 2 43 296 170
Affordability by Income (issued permits) 2020 2021 2022 2023 2024 Above Moderate 92 76 124 165 184
Moderate 504 548 411 156 61
Low 10 170 657 16 197
Very Low 1 40 22 11 156
Extremely Low 0 7 87 3 2
TOTAL 607 841 1301 351 600
Visalia City Council Page 3 of 5 Printed on 3/13/2025
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File #: 25-0058 Agenda Date: 3/17/2025 Agenda #: 6.
Affordability by Income (issued permits) 2020 2021 2022 2023 2024 Above Moderate 92 76 124 165 184
Moderate 504 548 411 156 61
Low 10 170 657 16 197
Very Low 1 40 22 11 156
Extremely Low 0 7 87 3 2
TOTAL 607 841 1301 351 600
- Multi-Family Residential. The 327 multi-family units that were issued permits are all classified as affordable to the Very Low or Low Income categories based on the density of the units’ underlying zone district. The largest contributing projects are:
· Demaree & Houston Apartments (222 units),
· Rancho Colegio (Court & Glendale, 80 units),
· Santa Fe Duplexes (1400 block S. Santa Fe Street, 12 units), - Deed Restricted Affordability. Permits issued for 302 multi-family units will be deed restricted, affordable to Very Low and Low Income households. These are affiliated with the Demaree & Houston Apartments, and Rancho Colegio to be managed by Self-Help Enterprises. - Single-Family Residential - Very Low Income Affordability. A total of nine 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 17 ADUs were issued permits classified as affordable to the Low Income category based on total valuation of the permit and number of bedrooms. No market-rate single-family residences qualified for low-income affordability. - Single-Family Residential - Moderate & Above Moderate Affordability. A total of 7 ADUs and 54 single-family residences are classified as affordable to the Moderate Income category, and 184 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 2024 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:
The table reports the first full year (2024) of progress toward the City of Visalia’s Regional Housing Needs Allocation.
Table C: Sites Identified or Rezoned to Accommodate Shortfall Housing Need:
Under the City’s obligation in conformance with state law, the Planning Division in 2024 identified certain sites that are inventoried to meet lower income capacity assumptions that were pending annexation. These sites were added to the sites inventory and were subject to by-right approval without discretionary action. The City Council adopted Zone Text Amendment No. 2024-05 in Visalia City Council Page 4 of 5 Printed on 3/13/2025
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File #: 25-0058 Agenda Date: 3/17/2025 Agenda #: 6.
December 2024 to create a corresponding Overlay District for these sites.
There were no discretionary actions that reduced the City’s RHNA obligations requiring the City to identify or rezone additional sites, in conformance with the No Net-Loss Law.
Table D: Housing Element Implementation:
One program accomplishment involved changes to the City’s Zoning Ordinance to address Implementation Programs 1.1 and 1.7 (briefly mentioned above), 5.8 to clarify that ADUs are allowed by right in all zones allowing residential uses, and 5.11 to adopt a policy ensuring compliance with the Permit Streamlining Act and timing requirements of the California Environmental Quality Act.
There were several additional outreach and financial accomplishments that took place in 2024.
The City held 4 public hearings and 6 community meetings (both an increase from 2023) covering CDBG, HOME, and NSP funded programs, which included affordable housing programs (Program
1.4 - Housing Education; Program 3.7 - Inform Public).
Maps illustrating the City’s infill site inventory were updated in January 2024 (Program 2.1 - Infill Site Inventory).
The City approved the sale of City-owned land at low-cost to Habitat for Humanity for the development of six homes to be sold to first-time homebuyer veterans (Program 3.13 - Non-Profit Housing Development Corporations).
The City provided $118,000 in PLHA funds for a Seasonal Emergency Low-Barrier Shelter (Warming Center), and $125,000 in CDBG funds for a transitional bridge housing project called Eden House for people experiencing homelessness. The City also provided an additional $1,950,182 in PLHA funds, $200,000 in Successor Housing funds, and $3,628,371 in ERF funds for the development of a 100- bed Low-Barrier Navigation Center (Program 5.2 - Homeless Shelter Program).
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 6th Cycle Housing Element Update (from which the Implementation Programs in Table D of the APR are reviewed) was approved by the City Council on December 18, 2023.
Alternatives: None.
Recommended Motion (and Alternative Motions if expected):
I move to adopt a resolution and direct staff to forward the Annual Progress Report to the State Department of Housing and Community Development.
Environmental Assessment Status & CEQA Review: Exempt pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15306 (Information Collection).
Attachments: Resolution No. 2025-13; 2024 Annual Progress Report Visalia City Council Page 5 of 5 Printed on 3/13/2025
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RESOLUTION NO. 2025-13
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA,
ACCEPTING THE HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2024 AND FINDING THAT IT SATISFIES THE CITY'S
REPORTING REQUIREMENTS TO THE STATE
WHEREAS, the Housing Element Annual Progress Report for Calendar Year 2024 has been prepared to comply with Government Code Section 65400(a)(2) and California Department of Housing and Community Development programs, and implements Housing Element Program 9.1: Implementation Reporting in order to provide information to the City Council, the Governor's Office of Land Use and Climate Innovation, the State Department of Housing and Community Development, the Tulare County Association of Governments, and the public as to the status of the implementation of the Housing Element programs, as well as mark the city's progress in meeting its share of the region's housing needs; and
WHEREAS, the City Planner has determined that the report is categorically exempt from environmental review under California Environmental Quality Act Guidelines Section 15306, which states that information collection activities are exempt from the provisions of the act.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Visalia, as follows:
1. That the above recitations are true and correct.
2. That the Housing Element Annual Progress Report for Calendar Year 2024 (Attachment 1) is accepted, that it satisfies the city's reporting requirements to the state and that the City Planner is directed to submit the report to the Governor's Office of Land Use and Climate Innovation and the State Department of Housing and Community Development.
PASSED AND ADOPTED: March 17, 2025 LESLIE B. CAVIGLIA, CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.
CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-13 passed and adopted by the Council of the City of Visalia at a regular meeting held on March 17, 2025.
Dated:March 18, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
146
Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_02_12_25
Please Start Here
General Information
2024
Visalia
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You
will be prompted to pick an old workbook to import
from. Project and program data will be copied exactly
how it was entered in last year's form and must be
updated. If a project is no longer has any reportable
activity, you may delete the project by selecting a cell in the row and typing ctrl + d.
Click here to add rows to a table. If you add too many
rows, you may select a cell in the row you wish to
remove and type ctrl + d.
315 E. Acequia Avenue
Visalia
93291
Brandon
Smith
Principal Planner
[email protected]
5597134636
Mailing Address
Annual Progress Report January 2020 147
Jurisdiction Visalia
Reporting Year 2024
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 143
Non-Deed
Restricted 15
Deed
Restricted 156
Non-Deed
Restricted 41
Deed
Restricted
0 Non-Deed
Restricted 61
184
600
Units by Structure Type Entitled Permitted Completed
Single-family Attached000
Single-family Detached 536 236 297
2 to 4 units per structure 14 21 30
5+ units per structure 376 307 140
Accessory Dwelling Unit0 36 24
Mobile/Manufactured Home000
Total 926 600 491
Infill Housing Developments and Infill Units Permitted # of Projects Units 0 0 00
20 926
926000
Income Rental Ownership Total
Very Low
000
Low
000
Moderate
000
Above Moderate
000
Total000
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone
00 SB 9 (2021) - Residential Lot Split
11 AB 2011 (2022)
2 80
SB 6 (2022)
00 SB 423 (2023)
00 Ministerial and Discretionary Applications # of Units Ministerial
8 120
Discretionary 12 806
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 11
Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
12/31/2023 - 12/31/2031
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
148
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining
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 LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total
PROPOSED
Units by
Project
Total
APPROVED
Units by
project
Total
DISAPPROVE
D Units by
Project
Please select state
streamlining provision/s
the application was
submitted pursuant to.
Did the
housing
development
application
seek incentives
or concessions
pursuant to
Government
Code section
65915?
Summary Row: Start Data Entry Below 85 18 0 346 0 38 439 926 926 0 119040021 WALNUT & LINWOOD, SEC Linwood Apartment Complex SPR23164-1 5+ R 01/03/2024 8 8 8 0 None No 124010007 BEN MADDOX & CALDWELL, SEC Cameron Ranch Estates TSM TSM 5598 SFD O 01/24/2024 178 178 178 0 None No 079071030 3525 N COURT ST Rancho Colegio SPR24016 5+ R 01/31/2024 79 1 80 80 0 None No 09402219 200 NW 1ST AVE Marquez Development SPR24027 2 to 4 R 05/01/2024 4 4 4 0 None No 077190015 4324 W FERGUSON AVE Oldfield TPM TPM 2024-07 SFD O 03/20/2024 2 2 2 0 None No 123110026 2641 S BURKE ST 2641 S Burke TPM TPM 2024-06 SFD O 04/03/2024 2 2 2 0 None No 094130025 702 E ROOSEVELT AVE Herrea 4-Plex SPR24092 2 to 4 R 05/08/2024 4 4 4 0 None No 087100043 914 S FULGHAM ST Singh Fulgham Apartments SPR24103 5+ R 05/22/2024 12 12 12 0 None No 101041002 NOBLE, S SIDE BTWN VELIE & VISTA Montelongo Multi-family SPR24121 2 to 4 R 06/12/2024 4 4 4 0 None No 094053022 103 NW 5TH AVE NW 5th Ave Units SPR24144 2 to 4 R 07/17/2024 2 2 2 0 None No 97241003 097241047 1206 S SANTA FE ST Habitat for Humanity Roundabout SPR24157 SFD R 08/07/2024 6 6 6 0 None No 077100088 SEDONA & SIDNEY, SEC ST Carleton Acres Medium Density TSM 5601 SFD O 08/21/2024 50 50 50 0 None No 098470001 1716 N CAIN ST Jennings TSM TSM 5603 SFD O 09/18/2024 22 22 22 0 None No 121451013 2825 W CALDWELL AVE Caldwell-County Center LLA 2025-03 SFD O 10/09/2024 4 4 4 0 SB 9 (2021) - Duplex in SF Zone No 098470001 1716 N CAIN ST Jennings TPM TPM 2024-11 SFD O 10/09/2024 1 1 1 0 None No 122332039 CAMERON & STONEBROOK, NWC Packwood Creek Mixed Use CUP 2024-02 5+ R 01/03/2024 276 276 276 0 None No 091161063 ENCINA, W SIDE BTWN SWEET & VINE Harder TSM TSM 5596 SFD O 01/02/2024 8 8 8 0 None No 103280081 3436 E DOUGLAS AVE Teakwood Estates TSM TSM 5599 SFD O 04/05/2024 35 35 35 0 None No 087010006 SHIRK & TULARE, SEC Elliot TSM TSM 5597 SFD O 01/31/2024 224 224 224 0 None No 103330104 ROOSEVELT, 350' W OF SIMON Roosevelt 4-lot map TPM 2024-09 SFD O 07/16/2024 4 4 4 0 None No 0 0
0 0
0 0
0 0
0 0
0 0
0 Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law
Applications
10 Housing Development Applications Submitted
149
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting
Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2 to
4,5+,ADU,MH
)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units Issued
Building Permits
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of Occupancy
or other
forms of
readiness
How many of
the units
were
Extremely
Low Income?
Please select
the state
streamlining
provision the
project was
APPROVED
pursuant to.
(may select
multiple)
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed
Restriction Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined the
units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
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 85 18 0 347 0 37 439 926 143 15 156 41 0 61 184 600 50 16 29 96 0 104 196 491 7 0 119040021 WALNUT & LINWOOD, SEC Linwood Apartment Complex SPR23164-1 5+ R 8 01/03/2024 8 0 0 None 124010007 BEN MADDOX & CALDWELL, SEC Cameron Ranch Estates TSM TSM 5598 SFD O 178 01/24/2024 178 0 0 None 0 0 0
079071030 3525 N COURT ST Rancho Colegio SPR24016 5+ R 79 1 01/31/2024 80 0 0 AB 2011 (2022) Y AHSC Other 55 55-year deed restriction for affordability from tax
credits, HOME, and
AHSC.
09402219 200 NW 1ST AVE Marquez Development SPR24027 2 to 4 R 4 05/01/2024 4 0 0 None 0 0 0
077190015 4324 W FERGUSON AVE Oldfield TPM TPM 2024-07 SFD O 2 03/20/2024 2 0 0 None 0 0 0
123110026 2641 S BURKE ST 2641 S Burke TPM TPM 2024-06 SFD O 2 04/03/2024 2 0 0 None 094130025 702 E ROOSEVELT AVE Herrea 4-Plex SPR24092 2 to 4 R 4 05/08/2024 4 0 0 None 087100043 914 S FULGHAM ST Singh Fulgham Apartments SPR24103 5+ R 12 05/22/2024 12 0 0 None 101041002 NOBLE, S SIDE BTWN VELIE & VISTA Montelongo Multi-family SPR24121 2 to 4 R 4 06/12/2024 4 0 0 None 0 0 0
094053022 103 NW 5TH AVE NW 5th Ave Units SPR24144 2 to 4 R 2 07/17/2024 2 0 0 None 97241003 097241047 1206 S SANTA FE ST Habitat for Humanity Roundabout SPR24157 SFD R 6 08/07/2024 6 0 0 None Y AHSC Other 55 55-year deed restriction for affordability from tax credits and AHSC. 0 0 0
0 0 0
077100088 SEDONA & SIDNEY, SEC ST Carleton Acres Medium Density TSM 5601 SFD O 50 08/21/2024 50 0 0 None 098470001 1716 N CAIN ST Jennings TSM TSM 5603 SFD O 22 09/18/2024 22 0 0 None 0 0 0
121451013 2825 W CALDWELL AVE Caldwell-County Center LLA 2025-03 SFD O 4 10/09/2024 4 0 0 SB 9 (2021) - Duplex in SF Zone
098470001 1716 N CAIN ST Jennings TPM TPM 2024-11 SFD O 1 10/09/2024 1 0 0 None 122332039 CAMERON & STONEBROOK, NWC Packwood Creek Mixed Use CUP 2024-02 5+ R 276 03/25/2024 276 0 0 None 091161063 ENCINA, W SIDE BTWN SWEET & VINE Harder TSM TSM 5596 SFD O 8 03/25/2024 8 0 0 None 103280081 3436 E DOUGLAS AVE Teakwood Estates TSM TSM 5599 SFD O 35 06/24/2024 35 0 0 None 087010006 SHIRK & TULARE, SEC Elliot TSM TSM 5597 SFD O 224 08/12/2024 224 0 0 None 103330104 ROOSEVELT, 350' W OF SIMON Roosevelt 4-lot map TPM 2024-09 SFD O 4 08/26/2024 4 0 0 None 077660022 3729 W HOUSTON AVE Demaree & Houston Apartments B240371 5+ R 0 24 02/21/2024 24 0 None 077660022 3837 W HOUSTON AVE Demaree & Houston Apartments B240372 5+ R 0 24 02/21/2024 24 0 None 077660024 3741 W HOUSTON AVE Demaree & Houston Apartments B240377 5+ R 0 16 6 2 02/21/2024 24 0 None 077660022 3825 W HOUSTON AVE Demaree & Houston Apartments B240425 5+ R 0 30 02/21/2024 30 0 None 077660022 3723 W HOUSTON AVE Demaree & Houston Apartments B240427 5+ R 0 30 02/21/2024 30 0 None 077660022 3705 W HOUSTON AVE Demaree & Houston Apartments B240428 5+ R 0 30 02/21/2024 30 0 None 077660024 3709 W HOUSTON AVE Demaree & Houston Apartments B240429 5+ R 0 30 02/21/2024 30 0 None 077660024 3747 W HOUSTON AVE Demaree & Houston Apartments B240430 5+ R 0 30 02/21/2024 30 0 None 101041015 440 S VELIE ST, UNIT 101 Velie Five-plex B220025 5+ R 0 5 04/02/2024 5 0 None 094041006 235 PEARL ST Pearl Duplexes B226541 2 to 4 R 0 2 05/30/2024 2 0 None 094041006 231 PEARL ST Pearl Duplexes B226511 2 to 4 R 0 2 06/04/2024 2 0 None 079071030 3510 N COURT ST Rancho Colegio B241248 5+ R 0 39 1 06/07/2024 40 0 AB 2011 (2022) 079071030 3530 N COURT ST Rancho Colegio B241249 5+ R 0 40 06/07/2024 40 0 AB 2011 (2022) 097241041 1402 S SANTA FE ST, UNIT 101 Santa Fe Duplex B226082 2 to 4 R 0 2 06/20/2024 2 0 None 097241041 1404 S SANTA FE ST, UNIT 101 Santa Fe Duplex B226083 2 to 4 R 0 2 06/20/2024 2 0 None 097241041 1406 S SANTA FE ST, UNIT 101 Santa Fe Duplex B226084 2 to 4 R 0 2 06/20/2024 2 0 None 097241042 1412 S SANTA FE ST, UNIT 101 Santa Fe Duplex B226085 2 to 4 R 0 2 06/20/2024 2 0 None 097241042 1414 S SANTA FE ST, UNIT 101 Santa Fe Duplex B226086 2 to 4 R 0 2 06/20/2024 2 0 None 097241042 1416 S SANTA FE AVE, UNIT 101 Santa Fe Duplex B226087 2 to 4 R 0 2 06/20/2024 2 0 None 094055008 1205 N COURT ST Court Four-plex B232124 2 to 4 R 0 4 09/17/2024 4 0 None 077750001 6846 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196104 5+ R 0 0 8 01/04/2024 8 None 077750001 6854 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196127 5+ R 0 0 8 01/04/2024 8 None 101360063 414 S SUMMIT ST Wood Ranch No. 3 B195775 2 to 4 R 0 0 4 01/09/2024 4 None 077750001 6856 W DOE AVE, UNIT 101 Shirk & Doe Apartments B196069 5+ R 0 0 12 01/18/2024 12 None 101360062 410 S SUMMIT ST, UNIT 104 Wood Ranch No. 3 B195773 2 to 4 R 0 0 4 01/19/2024 4 None 101360061 406 S SUMMIT ST, UNIT 104 Wood Ranch No. 3 B195772 2 to 4 R 0 0 4 02/08/2024 4 None 094283002 340 E OAK AVE, UNIT 101 Lofts at Fort Visalia B214985 5+ R 0 0 50 29 1 02/21/2024 80 None 101360059 505 S SUMMIT ST Wood Ranch No. 3 B195777 2 to 4 R 0 0 4 04/26/2024 4 None 101360060 405 S SUMMIT ST, UNIT 104 Wood Ranch No. 3 B195771 2 to 4 R 0 0 4 04/29/2024 4 None 101360022 519 S SUMMIT ST Wood Ranch No. 3 B193578 2 to 4 R 0 0 2 05/09/2024 2 None 100140052 1257 S PINKHAM ST East Haven B211365 2 to 4 R 0 0 2 05/23/2024 2 None 100140052 1253 S PINKHAM ST East Haven B211366 2 to 4 R 0 0 2 05/23/2024 2 None 100140050 1223 S PINKHAM ST East Haven B211426 2 to 4 R 0 0 2 05/28/2024 2 None 100140050 1227 S PINKHAM ST East Haven B211427 2 to 4 R 0 0 2 05/28/2024 2 None 077060033 5202 W SEDONA AVE Reserve at Ritchie Ranch B223131 5+ R 0 0 8 12/27/2024 8 None 077060033 5206 W SEDONA AVE Reserve at Ritchie Ranch B223132 5+ R 0 0 8 12/27/2024 8 None 077060033 5234 W SEDONA AVE Reserve at Ritchie Ranch B223133 5+ R 0 0 8 12/27/2024 8 None 077060033 5230 W SEDONA AVE Reserve at Ritchie Ranch B223134 5+ R 0 0 8 12/27/2024 8 None 090201003 1919 N GIDDINGS ST, UNIT 101 B232546 ADU R 0 1 01/16/2024 1 1 05/28/2024 1 0 None 093292004 1613 W BURREL AVE B233581 ADU R 0 1 01/22/2024 1 1 07/25/2024 1 0 None 094160006 1029 E DOUGLAS AVE B234003 ADU R 0 1 01/25/2024 1 1 09/06/2024 1 None 093262030 211 N PARK ST B234590 ADU R 0 1 02/13/2024 1 0 None 094160005 1047 E DOUGLAS AVE B240535 ADU R 0 1 03/13/2024 1 0 None 097241036 1205 S LIBERTY ST B234541 ADU R 0 1 03/18/2024 1 0 0 None 094081011 111 GRAPE ST B240045 ADU R 0 1 03/22/2024 1 1 04/30/2024 1 1 None 097182002 1222 E FEEMSTER CT B234924 ADU R 0 1 04/12/2024 1 1 06/19/2024 1 None 091162020 1616 N ENCINA ST B240344 ADU R 0 1 04/16/2024 1 1 05/17/2024 1 0 None 079350030 3704 N CLAY ST B241337 ADU R 0 1 05/01/2024 1 1 10/31/2024 1 None 100134005 2006 E FEEMSTER CT B241287 ADU R 0 1 05/03/2024 1 1 10/23/2024 1 None 087170077 4231 W JUDY AVE B233915 ADU R 0 1 05/06/2024 1 1 11/13/2024 1 None 087260033 1003 S NOYES CT B240684 ADU R 0 1 05/13/2024 1 1 11/18/2024 1 None 122022016 2614 S DAYTON ST B240989 ADU R 0 1 05/13/2024 1 0 0 None 087300014 1921 S TEDDY ST B240516 ADU R 0 1 06/19/2024 1 0 None 087141034 3735 W PARADISE AVE B241981 ADU R 0 1 06/21/2024 1 1 10/17/2024 1 None 097086015 806 S CHURCH ST, UNIT 102 B235117 ADU R 0 1 06/25/2024 1 0 None 090114003 1638 N OAK PARK ST B240024 ADU R 0 1 06/27/2024 1 0 0 None 077270055 3749 W PROSPECT AVE, UNIT 102 B241910 ADU R 0 1 06/28/2024 1 1 10/10/2024 1 0 None 098040028 1307 N IRMA ST B241859 ADU R 0 1 07/29/2024 1 1 11/08/2024 1 0 None 093123016 910 W ROOSEVELT AVE B240314 ADU R 0 1 09/17/2024 1 0 0 None 123033005 2447 S LOCUST ST B243124 ADU R 0 1 09/18/2024 1 0 None 093261011 203 N HALL ST, UNIT 102 B242619 ADU R 0 1 09/20/2024 1 0 None 094073017 416 NE 2ND AVE B240767 ADU R 0 1 09/24/2024 1 0 None 122152015 505 W ASHLAND CT B242631 ADU R 0 1 09/27/2024 1 0 None 093283008 321 S DOLLNER ST B231836 ADU R 0 1 11/13/2024 1 0 None 123071011 2316 S COURT ST B233778 ADU R 0 1 11/14/2024 1 0 None 097024011 719 S COURT ST B243191 ADU R 0 1 11/19/2024 1 0 None 100710025 2612 E PASEO AVE B243647 ADU R 0 1 11/21/2024 1 0 None 093022005 829 N DIVISADERO ST B243705 ADU R 0 1 11/27/2024 1 0 None 121271004 2610 W MISSION CT B243829 ADU R 0 1 12/03/2024 1 0 None 077670026 4450 W LARK CT B244465 ADU R 0 1 12/05/2024 1 0 None 127200033 3847 E COUNTRY AVE, UNIT 101 B244503 ADU R 0 1 12/10/2024 1 0 1 None 103180069 1319 N VELIE CT B243900 ADU R 0 1 12/23/2024 1 0 None 090043003 1233 W ROBIN AVE B241972 ADU R 0 1 12/26/2024 1 0 None 122163006 2708 S STEVENSON ST, UNIT 101 B223003 ADU R 0 0 1 01/24/2024 1 1 None 122072001 2350 S DOLLNER ST, UNIT 102 B225448 ADU R 0 0 1 01/30/2024 1 0 None 097261012 1449 S GARDEN ST B230020 ADU R 0 0 1 02/26/2024 1 1 None 093022006 825 N DIVISADERO ST, #102 B233566 ADU R 0 0 1 02/27/2024 1 0 None 085660012 6308 W BURREL CT B233191 ADU R 0 0 1 03/18/2024 1 None 121052007 2120 S SALLEE ST, UNIT 102 B225413 ADU R 0 0 1 03/20/2024 1 1 None 098340008 2347 E GOSHEN AVE B226671 ADU R 0 0 1 03/25/2024 1 1 None 121352017 2546 W VICTOR CT, UNIT 101 B233955 ADU R 0 0 1 04/17/2024 1 0 None 096115002 905 W MYRTLE AVE B234155 ADU R 0 0 1 04/26/2024 1 0 None 126274007 3924 S COUNTY CENTER DR B220438 ADU R 0 0 1 05/13/2024 1 1 None 093053001 1206 N PARK ST B226829 ADU R 0 0 1 07/17/2024 1 0 None 094073017 414 NE 2ND AVE B221833 SFD O 0 1 01/12/2024 1 0 None 089530034 3634 W ORIOLE AVE B233971 SFD O 0 1 01/19/2024 1 1 09/11/2024 1 None 089540023 3627 W ORIOLE AVE B233993 SFD O 0 1 01/19/2024 1 1 09/11/2024 1 None 098164001 1106 N STOVER ST B226614 SFD O 0 1 02/20/2024 1 0 None 119191005 4409 W DOROTHEA AVE B235156 SFD O 0 1 04/02/2024 1 1 12/13/2024 1 None 077900008 4309 W DELAWARE AVE B240277 SFD O 0 1 04/11/2024 1 1 10/08/2024 1 None 091072018 1245 E SWEET AVE, UNIT 101 B226654 2 to 4 O 0 1 04/11/2024 1 0 SB 9 (2021) - Residential Lot Split 078450014 3036 N HALL ST B240748 SFD O 0 1 05/29/2024 1 0 None 078450017 1533 W SEDONA AVE B240750 SFD O 0 1 05/29/2024 1 0 None 077470011 4611 W CECIL AVE B231678 SFD O 0 1 06/03/2024 1 0 None 101170031 3544 E HARVARD CT B240864 SFD O 0 1 06/21/2024 1 0 None 085390048 1024 N RONO CT B222510 SFD O 0 1 07/11/2024 1 0 None 103330103 3234 E ROOSEVELT AVE B241729 SFD O 0 1 07/30/2024 1 0 None 077900009 4333 W DELAWARE AVE B241349 SFD O 0 1 08/06/2024 1 1 12/26/2024 1 None 127150098 3128 E BEECH CT B241870 SFD O 0 1 08/16/2024 1 0 None 091144005 1416 N BRIDGE ST B241798 SFD O 0 1 08/22/2024 1 0 None 121410022 4303 S CHATHAM ST B241726 SFD O 0 1 08/27/2024 1 0 None 127150097 3136 E BEECH CT B242679 SFD O 0 1 09/17/2024 1 0 None 101170014 1701 S CRUMAL ST B241785 SFD O 0 1 09/19/2024 1 0 None 091133023 426 E SWEET CT B242374 SFD O 0 1 09/25/2024 1 0 None 121410017 4301 S UNIVERSITY ST B241987 SFD O 0 1 10/10/2024 1 0 None 103380018 1041 N CITRUS CT B243217 SFD O 0 1 10/28/2024 1 0 None 121410019 4248 S CHATHAM ST B243686 SFD O 0 1 11/04/2024 1 0 None 098170077 2032 E PERSHING AVE B243082 SFD O 0 1 11/26/2024 1 0 None 077900003 4410 W DELAWARE AVE B244111 SFD O 0 1 12/09/2024 1 0 None 122132049 537 W WALNUT AVE B214481 SFD O 0 1 12/17/2024 1 0 None 089221043 821 N SILVERVALE DR B223891 SFD O 0 0 1 01/30/2024 1 None 089020038 2143 N SILVERVALE CT B190573 SFD O 0 0 1 03/11/2024 1 None 077900012 4419 W DELAWARE AVE B232394 SFD O 0 0 1 03/18/2024 1 None 101170020 3405 E HARVARD CT B232558 SFD O 0 0 1 03/18/2024 1 None 103302009 3455 E DOUGLAS AVE B213967 SFD O 0 0 1 03/21/2024 1 None 127150107 2936 E BEECH CT B221040 SFD O 0 0 1 03/26/2024 1 None 126020076 3433 W REESE AVE B224097 SFD O 0 0 1 05/07/2024 1 None 126020066 3303 W REESE AVE B215846 SFD O 0 0 1 06/06/2024 1 None 077470023 4622 W CECIL AVE B224685 SFD O 0 0 1 06/07/2024 1 None 096212006 1041 W CAMBRIDGE AVE B182209 SFD O 0 0 1 06/12/2024 1 None 077170023 4751 W ORIOLE CT B195107 SFD O 0 0 1 06/18/2024 1 None 103320024 4436 E GROVE CT B215897 SFD O 0 0 1 09/10/2024 1 None 090190081 933 W CLINTON AVE B215960 SFD O 0 0 1 10/03/2024 1 None 098490022 1528 E FERGUSON AVE B221925 SFD O 0 0 1 12/10/2024 1 None 123460035 1038 E CAMERON AVE Diamond Oaks B234858 SFD O 0 1 01/03/2024 1 1 05/08/2024 1 None 101390027 1339 S VISTA ST Candelas II B225865 SFD O 0 1 01/08/2024 1 1 05/29/2024 1 None 101390025 1351 S VISTA ST Candelas II B225866 SFD O 0 1 01/08/2024 1 1 07/09/2024 1 None 101390026 1345 S VISTA ST Candelas II B225864 SFD O 0 1 01/08/2024 1 1 07/10/2024 1 None 101390024 1359 S VISTA ST Candelas II B225867 SFD O 0 1 01/08/2024 1 1 07/12/2024 1 None 079360002 3741 N SANTA FE ST River Island Ranch B225892 SFD O 0 1 01/09/2024 1 1 05/30/2024 1 None 079360006 535 E RIVERWAY AVE River Island Ranch B225895 SFD O 0 1 01/09/2024 1 1 06/10/2024 1 None 079360001 3735 N SANTA FE ST River Island Ranch B225894 SFD O 0 1 01/09/2024 1 1 06/14/2024 1 None 123460041 1136 E CAMERON AVE Diamond Oaks B234848 SFD O 0 1 01/10/2024 1 1 05/23/2024 1 None 123460076 3936 S COTTA ST Diamond Oaks B234851 SFD O 0 1 01/10/2024 1 1 05/30/2024 1 None 079360005 3811 N SANTA FE ST River Island Ranch B225898 SFD O 0 1 01/11/2024 1 1 05/10/2024 1 None 079360004 3803 N SANTA FE ST River Island Ranch B225899 SFD O 0 1 01/11/2024 1 1 05/13/2024 1 None 079360003 3747 N SANTA FE ST River Island Ranch B225900 SFD O 0 1 01/11/2024 1 1 06/28/2024 1 None 100700042 2947 S IRMA ST Vista Del Sol B240037 SFD O 0 1 01/12/2024 1 1 07/19/2024 1 None 098530051 342 N OMALLEY ST Sequoia Bend B235146 SFD O 0 1 01/12/2024 1 1 08/13/2024 1 None 098530048 343 N TRACY ST Sequoia Bend B235143 SFD O 0 1 01/12/2024 1 1 08/14/2024 1 None 098530049 344 N KENNEDY ST Sequoia Bend B235144 SFD O 0 1 01/12/2024 1 1 08/14/2024 1 None 098530050 345 N KENNEDY ST Sequoia Bend B235145 SFD O 0 1 01/12/2024 1 1 08/14/2024 1 None 100700060 2928 S IRMA ST Vista Del Sol B235138 SFD O 0 1 01/12/2024 1 1 08/26/2024 1 None 100700061 2936 S IRMA ST Vista Del Sol B235139 SFD O 0 1 01/12/2024 1 1 08/26/2024 1 None 100740033 2904 S IRMA ST Vista Del Sol B235136 SFD O 0 1 01/12/2024 1 1 08/26/2024 1 None Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 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
150
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting
Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
100740034 2916 S IRMA ST Vista Del Sol B240038 SFDO0
1 01/12/202411 08/30/20241 None
101390028 1333 S VISTA ST Candelas II B225868 SFDO0
1 01/18/202411 05/21/20241 None
123460050 1037 E PACKWOOD AVE Diamond Oaks B240050 SFDO0 1 01/24/202411 06/17/20241 None
123460054 1024 E PACKWOOD AVE Diamond Oaks B240054 SFDO0 1 01/24/202411 06/17/20241 None
123460053 1014 E PACKWOOD AVE Diamond Oaks B240053 SFDO0 1 01/24/202411 06/18/20241 None
123460052 1015 E PACKWOOD AVE Diamond Oaks B240052 SFDO0 1 01/24/202411 06/19/20241 None
123460055 1034 E PACKWOOD AVE Diamond Oaks B240055 SFDO0 1 01/24/202411 06/24/20241 None
123460051 1027 E PACKWOOD AVE Diamond Oaks B240051 SFDO0 1 01/24/202411 06/27/20241 None
123460049 1047 E PACKWOOD AVE Diamond Oaks B240049 SFDO0 1 01/24/202411 07/15/20241 None
123460057 1104 E PACKWOOD AVE Diamond Oaks B240058 SFDO0 1 01/24/202411 07/15/20241 None
123460048 1105 E PACKWOOD AVE Diamond Oaks B240047 SFDO0 1 01/24/202411 07/18/20241 None
123460058 1110 E PACKWOOD AVE Diamond Oaks B240059 SFDO0 1 01/24/202411 08/06/20241 None
123460047 1111 E PACKWOOD AVE Diamond Oaks B240046 SFDO0 1 01/24/202411 08/07/20241 None
123460056 1044 E PACKWOOD AVE Diamond Oaks B240056 SFDO0 1 01/24/202411 08/20/20241 None
098540001 338 N TRACY ST Sequoia Bend B240131 SFDO0
1 01/25/202411 08/20/20241 None
098540019 335 N TRACY ST Sequoia Bend B240136 SFDO0
1 01/25/202411 08/27/20241 None
098540018 327 N TRACY ST Sequoia Bend B240137 SFDO0
1 01/25/202411 08/27/20241 None
098540003 324 N TRACY ST Sequoia Bend B240134 SFDO0
1 01/25/202411 08/28/20241 None
098540002 330 N TRACY ST Sequoia Bend B240133 SFDO0
1 01/25/202411 09/04/20241 None
100740001 2905 S IRMA ST Vista Del Sol B240359 SFDO0
1 02/16/202411 09/20/20241 None
100740002 2917 S IRMA ST Vista Del Sol B240360 SFDO0
1 02/16/202411 09/20/20241 None
100740032 2846 S IRMA ST Vista Del Sol B240363 SFDO0
1 02/16/202411 09/20/20241 None
100740026 2817 S IRMA ST Vista Del Sol B240362 SFDO0
1 02/16/202411 10/03/20241 None
100740027 2829 S IRMA ST Vista Del Sol B240361 SFDO0
1 02/16/202411 10/03/20241 None
100740028 2835 S IRMA ST Vista Del Sol B240385 SFDO0
1 02/16/202411 10/03/20241 None
078440087 3040 N DUDLEY ST Highland Park B240443 SFDO0
1 02/29/202411 06/28/20241 None
078440088 3032 N DUDLEY ST Highland Park B240444 SFDO0
1 02/29/202411 07/01/20241 None
078440089 3024 N DUDLEY ST Highland Park B240545 SFDO0
1 02/29/202411 07/02/20241 None
078440090 3016 N DUDLEY ST Highland Park B240546 SFDO0
1 02/29/202411 07/10/20241 None
123460061 1130 E PACKWOOD AVE Diamond Oaks B240224 SFDO0 1 03/06/202411 08/07/20241 None
123460059 1114 E PACKWOOD AVE Diamond Oaks B240222 SFDO0 1 03/06/202411 08/20/20241 None
123460046 1119 E PACKWOOD AVE Diamond Oaks B240221 SFDO0 1 03/06/202411 08/27/20241 None
123460060 1122 E PACKWOOD AVE Diamond Oaks B240225 SFDO0 1 03/06/202411 08/27/20241 None
123460044 1135 E PACKWOOD AVE Diamond Oaks B240226 SFDO0 1 03/06/202411 08/28/20241 None
123460045 1125 E PACKWOOD AVE Diamond Oaks B240220 SFDO0 1 03/06/202411 08/28/20241 None
078440095 1213 W PAYSON AVE Highland Park B240705 SFDO0 1 03/13/202411 07/18/20241 None
078440096 1221 W PAYSON AVE Highland Park B240695 SFDO0 1 03/13/202411 07/22/20241 None
123460063 1144 E PACKWOOD AVE Diamond Oaks B240819 SFDO0 1 03/21/202411 09/10/20241 None
123460062 1138 E PACKWOOD AVE Diamond Oaks B240815 SFDO0 1 03/21/202411 09/12/20241 None
123460073 3904 S COTTA ST Diamond Oaks B240824 SFDO0
1 03/21/202411 09/18/20241 None
123460074 3914 S COTTA ST Diamond Oaks B240822 SFDO0
1 03/21/202411 09/18/20241 None
123460043 1143 E PACKWOOD AVE Diamond Oaks B240813 SFDO0 1 03/21/202411 09/24/20241 None
123460072 3846 S COTTA ST Diamond Oaks B240821 SFDO0
1 03/21/202411 10/08/20241 None
078440097 1229 W PAYSON AVE Highland Park B240898 SFDO0 1 03/25/202411 07/26/20241 None
078440100 3009 N DUDLEY ST Highland Park B240940 SFDO0
1 03/27/202411 08/12/20241 None
078440101 3017 N DUDLEY ST Highland Park B240941 SFDO0
1 03/27/202411 08/14/20241 None
078440098 1237 W PAYSON AVE Highland Park B240897 SFDO0 1 03/29/202411 08/02/20241 None
078440102 3025 N DUDLEY ST Highland Park B240943 SFDO0
1 03/29/202411 08/21/20241 None
078440099 3001 N DUDLEY ST Highland Park B240945 SFDO0
1 04/15/202411 08/02/20241 None
098540012 225 N TRACY ST Sequoia Bend B241079 SFDO0
1 04/17/202411 10/02/20241 None
098540013 235 N TRACY ST Sequoia Bend B241081 SFDO0
1 04/17/202411 10/03/20241 None
098540010 205 N TRACY ST Sequoia Bend B241078 SFDO0
1 04/17/202411 10/10/20241 None
098540011 215 N TRACY ST Sequoia Bend B241080 SFDO0
1 04/17/202411 10/21/20241 None
098540016 311 N TRACY ST Sequoia Bend B240799 SFDO0
1 04/22/202411 09/12/20241 None
098540017 319 N TRACY ST Sequoia Bend B240798 SFDO0
1 04/22/202411 09/12/20241 None
098540015 303 N TRACY ST Sequoia Bend B240796 SFDO0
1 04/22/202411 09/12/20241 None
098540014 245 N TRACY ST Sequoia Bend B240793 SFDO0
1 04/22/202411 09/23/20241 None
098330062 2235 E OAK AVE Sequoia Bend B241158 SFDO0
1 04/22/202411 12/05/20241 None
098330061 2245 E OAK AVE Sequoia Bend B241153 SFDO0
1 04/22/202411 12/10/20241 None
098330059 2236 E OAK AVE Sequoia Bend B241151 SFDO0
1 04/22/202411 12/17/20241 None
098330060 2244 E OAK AVE Sequoia Bend B241152 SFDO0
1 04/22/202411 12/23/20241 None
123460069 3828 S COTTA ST Diamond Oaks B241138 SFDO0
1 04/23/202411 10/11/20241 None
123460070 3834 S COTTA ST Diamond Oaks B241139 SFDO0
1 04/23/202411 10/15/20241 None
123470028 1148 E LOYOLA AVE Diamond Oaks B241140 SFDO0
1 04/23/202411 10/22/20241 None
123470039 3822 S COTTA ST Diamond Oaks B241137 SFDO0
1 04/23/202411 10/23/20241 None
123460071 3840 S COTTA ST Diamond Oaks B241141 SFDO0
1 04/23/202411 10/28/20241 None
123460064 1145 E LOYOLA AVE Diamond Oaks B241136 SFDO0
1 04/23/202411 10/30/20241 None
098330057 2216 E OAK AVE Sequoia Bend B241206 SFDO0
1 04/25/202411 11/21/20241 None
098330058 2226 E OAK AVE Sequoia Bend B241205 SFDO0
1 04/25/202411 12/04/20241 None
098330063 2225 E OAK AVE Sequoia Bend B241207 SFDO0
1 04/25/202411 12/05/20241 None
098330064 2215 E OAK AVE Sequoia Bend B241210 SFDO0
1 04/25/202411 12/17/20241 None
078440103 3033 N DUDLEY ST Highland Park B241335 SFDO0
1 05/01/202411 09/06/20241 None
078440104 3041 N DUDLEY ST Highland Park B241336 SFDO0
1 05/01/202411 09/10/20241 None
078440107 1236 W PRESCOTT AVE Highland Park B241514 SFDO0 1 05/08/202411 09/19/20241 None
078440108 1228 W PRESCOTT AVE Highland Park B241520 SFDO0 1 05/08/202411 09/24/20241 None
078440109 1220 W PRESCOTT AVE Highland Park B241475 SFDO0 1 05/08/202411 09/25/20241 None
100430068 2018 E SEEGER AVE Pinkham Ranch B241025 SFDO0 1 05/14/202410 None
123370041 2226 S BURKE ST Willow Springs B241437 SFDO0
1 05/21/202411 11/21/20241 None
123360054 2210 S BURKE ST Willow Springs B241435 SFDO0
1 05/21/202411 12/12/20241 None
123370043 2240 S BURKE ST Willow Springs B241438 SFDO0
1 05/21/202411 12/12/20241 None
123360055 2218 S BURKE ST Willow Springs B241436 SFDO0
1 05/21/202410 None
123370042 2234 S BURKE ST Willow Springs B241444 SFDO0
1 05/21/202410 None
078440106 1242 W PRESCOTT AVE Highland Park B241539 SFDO0 1 05/24/202411 10/09/20241 None
078440117 1129 W SEDONA AVE Highland Park B241749 SFDO0 1 05/24/202411 10/23/20241 None
078440115 1113 W SEDONA AVE Highland Park B241538 SFDO0 1 05/24/202410 None
078440105 3049 N DUDLEY ST Highland Park B241537 SFDO0
1 05/28/202411 10/09/20241 None
078440118 1133 W SEDONA AVE Highland Park B241699 SFDO0 1 06/05/202411 10/25/20241 None
078440119 1141 W SEDONA AVE Highland Park B241750 SFDO0 1 06/05/202411 10/31/20241 None
078440120 1147 W SEDONA AVE Highland Park B241700 SFDO0 1 06/05/202411 11/01/20241 None
078440116 1121 W SEDONA AVE Highland Park B241698 SFDO0 1 06/06/202411 10/22/20241 None
098330051 2102 E OAK AVE Sequoia Bend B241816 SFDO0
1 06/06/202411 11/06/20241 None
098330052 2112 E OAK AVE Sequoia Bend B241814 SFDO0
1 06/06/202411 11/06/20241 None
098330050 2046 E OAK AVE Sequoia Bend B241811 SFDO0
1 06/06/202411 11/06/20241 None
098330049 2034 E OAK AVE Sequoia Bend B241812 SFDO0
1 06/06/202410 None
123470027 1140 E LOYOLA AVE Diamond Oaks B241686 SFDO0
1 06/12/202411 11/01/20241 None
123470025 1124 E LOYOLA AVE Diamond Oaks B241682 SFDO0
1 06/12/202411 11/20/20241 None
123470026 1132 E LOYOLA AVE Diamond Oaks B241683 SFDO0
1 06/12/202411 11/21/20241 None
123460065 1137 E LOYOLA AVE Diamond Oaks B241680 SFDO0
1 06/12/202411 11/25/20241 None
123460066 1129 E LOYOLA AVE Diamond Oaks B241681 SFDO0
1 06/12/202411 11/26/20241 None
123460067 1121 E LOYOLA AVE Diamond Oaks B241684 SFDO0
1 06/12/202411 12/04/20241 None
078450052 1315 W PAYSON AVE Highland Park B242073 SFDO0 1 06/14/202411 11/12/20241 None
078450053 1321 W PAYSON AVE Highland Park B242080 SFDO0 1 06/14/202411 11/12/20241 None
098330053 2122 E OAK AVE Sequoia Bend B241999 SFDO0
1 06/20/202411 11/12/20241 None
098330054 2132 E OAK AVE Sequoia Bend B242000 SFDO0
1 06/20/202411 11/13/20241 None
098330056 2206 E OAK AVE Sequoia Bend B241998 SFDO0
1 06/20/202411 11/21/20241 None
098330055 2142 E OAK AVE Sequoia Bend B242002 SFDO0
1 06/20/202411 12/04/20241 None
078450050 3000 N MARTIN ST Highland Park B241993 SFDO0
1 06/21/202411 11/04/20241 None
100430068 2020 E SEEGER AVE Pinkham Ranch B241794 ADUO0 1 06/24/202410 None
078450051 1309 W PAYSON AVE Highland Park B242357 SFDO0 1 07/10/202411 11/07/20241 None
123470024 1116 E LOYOLA AVE Diamond Oaks B242209 SFDO0
1 07/17/202411 12/09/20241 None
123460068 1113 E LOYOLA AVE Diamond Oaks B242207 SFDO0
1 07/17/202411 12/11/20241 None
123470037 3810 S COTTA ST Diamond Oaks B242211 SFDO0
1 07/17/202411 12/23/20241 None
123470029 1147 E RUSSELL AVE Diamond Oaks B242210 SFDO0 1 07/17/202411 12/31/20241 None
123470038 3816 S COTTA ST Diamond Oaks B242213 SFDO0
1 07/17/202411 12/31/20241 None
123470036 3804 S COTTA ST Diamond Oaks B242212 SFDO0
1 07/17/202410 None
078450040 3023 N MARTIN ST Highland Park B242337 SFDO0
1 07/18/202411 11/08/20241 None
078450041 3015 N MARTIN ST Highland Park B242254 SFDO0
1 07/18/202411 11/13/20241 None
078450044 3007 N MARTIN ST Highland Park B242256 SFDO0
1 07/19/202411 11/15/20241 None
078450047 3014 N MARTIN ST Highland Park B242485 SFDO0
1 07/19/202410 None
098330066 2141 E OAK AVE Sequoia Bend B242613 SFDO0
1 07/24/202411 12/16/20241 None
098330065 2205 E OAK AVE Sequoia Bend B242611 SFDO0
1 07/24/202411 12/16/20241 None
098330068 2121 E OAK AVE Sequoia Bend B242614 SFDO0
1 07/24/202411 12/17/20241 None
098330067 2131 E OAK AVE Sequoia Bend B242612 SFDO0
1 07/24/202411 12/18/20241 None
078450037 3031 N MARTIN ST Highland Park B242482 SFDO0
1 08/01/202411 12/13/20241 None
078450049 3004 N MARTIN ST Highland Park B242486 SFDO0
1 08/01/202411 12/16/20241 None
078450054 1325 W PAYSON AVE Highland Park B242795 SFDO0 1 08/01/202410 None
078450046 3022 N MARTIN ST Highland Park B242794 SFDO0
1 08/01/202410 None
078450048 3008 N MARTIN ST Highland Park B242509 SFDO0
1 08/01/202410 None
123470030 1139 E RUSSELL AVE Diamond Oaks B242718 SFDO0 1 08/06/202410 None
123470031 1131 E RUSSELL AVE Diamond Oaks B242719 SFDO0 1 08/06/202410 None
123470033 1115 E RUSSELL AVE Diamond Oaks B242717 SFDO0 1 08/06/202410 None
123470032 1123 E RUSSELL AVE Diamond Oaks B242716 SFDO0 1 08/06/202410 None
098330070 2101 E OAK AVE Sequoia Bend B242779 SFDO0
1 08/07/202410 None
098330072 2033 E OAK AVE Sequoia Bend B242780 SFDO0
1 08/07/202410 None
098330069 2111 E OAK AVE Sequoia Bend B242783 SFDO0
1 08/07/202410 None
098330071 2045 E OAK AVE Sequoia Bend B242784 SFDO0
1 08/07/202410 None
123470001 1108 E LOYOLA AVE Diamond Oaks B242816 SFDO0
1 08/19/202410 None
123470012 1041 E RUSSELL AVE Diamond Oaks B242822 SFDO0 1 08/19/202410 None
123470013 1101 E RUSSELL AVE Diamond Oaks B242817 SFDO0 1 08/19/202410 None
123360051 949 E HARTER DR Willow Springs B243150 SFDO0
1 09/04/202410 None
123360052 941 E HARTER DR Willow Springs B243152 SFDO0
1 09/04/202410 None
123360053 931 E HARTER DR Willow Springs B243154 SFDO0
1 09/04/202410 None
123370047 2228 S BRADLEY CT Willow Springs B243146 SFDO0 1 09/04/202410 None
078450055 1331 W PAYSON AVE Highland Park B242956 SFDO0 1 09/09/202410 None
078450056 1337 W PAYSON AVE Highland Park B242958 SFDO0 1 09/09/202410 None
078450043 3006 N CHAPEL ST Highland Park B243321 SFDO0
1 09/11/202410 None
123370044 2245 S BRADLEY CT Willow Springs B243462 SFDO0 1 09/12/202410 None
100430067 2010 E SEEGER AVE Pinkham Ranch B243362 SFDO0 1 10/02/202410 None
098330048 2024 E OAK AVE Sequoia Bend B243360 SFDO0
1 10/15/202410 None
098330073 2023 E OAK AVE Sequoia Bend B243359 SFDO0
1 10/15/202410 None
098540004 2004 E OAK AVE Sequoia Bend B243356 SFDO0
1 10/15/202410 None
123370045 2237 S BRADLEY CT Willow Springs B243916 SFDO0 1 10/23/202410 None
100430066 1948 E SEEGER AVE Pinkham Ranch B243833 SFDO0 1 10/30/202410 None
077920002 5220 W DELAWARE AVE Sycamore Heights B244123 SFDO0 1 11/12/202410 None
077920003 5150 W DELAWARE AVE Sycamore Heights B244127 SFDO0 1 11/12/202410 None
098540005 2014 E OAK AVE Sequoia Bend B243358 SFDO0
1 11/18/202410 None
098540007 2003 E OAK AVE Sequoia Bend B244039 SFDO0
1 11/18/202410 None
098540008 2002 E CENTER ST Sequoia Bend B244045 SFDO0
1 11/18/202410 None
098540009 2012 E CENTER ST Sequoia Bend B244044 SFDO0
1 11/18/202410 None
077920004 5144 W DELAWARE AVE Sycamore Heights B244270 SFDO0 1 11/21/202410 None
098540006 2013 E OAK AVE Sequoia Bend B244036 SFDO0
1 11/21/202410 None
098540022 336 N KENNEDY ST Sequoia Bend B244319 SFDO0
1 11/26/202410 None
098540023 328 N KENNEDY ST Sequoia Bend B244320 SFDO0
1 11/26/202410 None
098540024 320 N KENNEDY ST Sequoia Bend B244321 SFDO0
1 11/26/202410 None
098540025 312 N KENNEDY ST Sequoia Bend B244322 SFDO0
1 11/26/202410 None
077920008 5112 W DELAWARE AVE Sycamore Heights B244494 SFDO0 1 12/02/202410 None
077920010 5048 W DELAWARE AVE Sycamore Heights B244490 SFDO0 1 12/02/202410 None
077920013 5030 W DELAWARE AVE Sycamore Heights B244491 SFDO0 1 12/02/202410 None
077920014 5024 W DELAWARE AVE Sycamore Heights B244492 SFDO0 1 12/02/202410 None
077920009 5104 W DELAWARE AVE Sycamore Heights B244489 SFDO0 1 12/05/202410 None
077920011 5042 W DELAWARE AVE Sycamore Heights B244613 SFDO0 1 12/05/202410 None
077910004 3942 W DELAWARE AVE Victory Oaks B244138 SFDO0 1 12/12/202410 None
077910005 3950 W DELAWARE AVE Victory Oaks B244140 SFDO0 1 12/12/202410 None
077910006 4004 W DELAWARE AVE Victory Oaks B244145 SFDO0 1 12/12/202410 None
077910042 3943 W BABCOCK AVE Victory Oaks B244142 SFDO0 1 12/12/202410 None
077910003 3938 W DELAWARE AVE Victory Oaks B244153 SFDO0 1 12/12/202410 None
077910007 4012 W DELAWARE AVE Victory Oaks B244612 SFDO0 1 12/12/202410 None
077910008 4020 W DELAWARE AVE Victory Oaks B244255 SFDO0 1 12/12/202410 None
077920015 5016 W DELAWARE AVE Sycamore Heights B244493 SFDO0 1 12/16/202410 None
077920045 5031 W DELAWARE AVE Sycamore Heights B244572 SFDO0 1 12/16/202410 None
077920046 5037 W DELAWARE AVE Sycamore Heights B244573 SFDO0 1 12/16/202410 None
077920047 5043 W DELAWARE AVE Sycamore Heights B244574 SFDO0 1 12/16/202410 None
077920048 5049 W DELAWARE AVE Sycamore Heights B244575 SFDO0 1 12/16/202410 None
077920049 5105 W DELAWARE AVE Sycamore Heights B244568 SFDO0 1 12/16/202410 None
077920050 5113 W DELAWARE AVE Sycamore Heights B244570 SFDO0 1 12/16/202410 None
077920051 5121 W DELAWARE AVE Sycamore Heights B244571 SFDO0 1 12/16/202410 None
077920052 5129 W DELAWARE AVE Sycamore Heights B244614 SFDO0 1 12/16/202410 None
077920041 5007 W DELAWARE AVE Sycamore Heights B244794 SFDO0 1 12/30/202410 None
077920042 5013 W DELAWARE AVE Sycamore Heights B244795 SFDO0 1 12/30/202410 None
077920043 5019 W DELAWARE AVE Sycamore Heights B244796 SFDO0 1 12/30/202410 None
077920044 5025 W DELAWARE AVE Sycamore Heights B244797 SFDO0 1 12/30/202410 None
123520052 1108 E ELKHORN AVE Diamond Oaks B226748 SFDO0 01 01/04/20241 None
123520051 1102 E ELKHORN AVE Diamond Oaks B226749 SFDO0 01 01/04/20241 None
123520054 1122 E ELKHORN AVE Diamond Oaks B226753 SFDO0 01 01/04/20241 None
100740011 2334 E MESA AVE Vista Del Sol B233241 SFDO0
01 01/05/20241 None
151
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting
Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
100740012 2324 E MESA AVE Vista Del Sol B233243 SFDO0
01 01/05/20241 None
100740013 2314 E MESA AVE Vista Del Sol B233244 SFDO0
01 01/05/20241 None
123520029 1109 E ELKHORN AVE Diamond Oaks B226724 SFDO0 01 01/05/20241 None
123520050 1046 E ELKHORN AVE Diamond Oaks B226747 SFDO0 01 01/05/20241 None
123520053 1116 E ELKHORN AVE Diamond Oaks B226750 SFDO0 01 01/05/20241 None
123520055 1132 E ELKHORN AVE Diamond Oaks B226754 SFDO0 01 01/05/20241 None
101390022 3235 E HOWARD ST Candelas II B225651 SFDO0
01 01/08/20241 None
078380065 1842 W PRESCOTT AVE Highland Park Estates B224174 SFDO0 01 01/08/20241 None
101390023 3245 E HOWARD ST Candelas II B225652 SFDO0
01 01/09/20241 None
101390021 3225 E HOWARD ST Candelas II B225650 SFDO0
01 01/11/20241 None
101390042 1357 S VELIE ST Candelas II B225653 SFDO0
01 01/11/20241 None
123520056 1140 E ELKHORN AVE Diamond Oaks B226755 SFDO0 01 01/11/20241 None
123520023 4046 S COTTA ST Diamond Oaks B226723 SFDO0
01 01/17/20241 None
101390044 1343 S VELIE ST Candelas II B225661 SFDO0
01 01/18/20241 None
079360018 323 E RIVERWAY AVE River Island Ranch B225877 SFDO0 01 01/19/20241 None
123520022 4036 S COTTA ST Diamond Oaks B226722 SFDO0
01 01/19/20241 None
079360019 315 E RIVERWAY AVE River Island Ranch B225876 SFDO0 01 01/19/20241 None
123520021 4026 S COTTA ST Diamond Oaks B226718 SFDO0
01 01/19/20241 None
101390043 1349 S VELIE ST Candelas II B225660 SFDO0
01 01/25/20241 None
100740015 2246 E MESA AVE Vista Del Sol B233574 SFDO0
01 01/30/20241 None
101390047 1323 S VELIE ST Candelas II B225850 SFDO0
01 01/30/20241 None
101390045 1337 S VELIE ST Candelas II B225848 SFDO0
01 02/05/20241 None
098530030 1933 E MURRAY AVE Sequoia Bend B232930 SFDO0
01 02/06/20241 None
101390041 1358 S VELIE ST Candelas II B225662 SFDO0
01 02/06/20241 None
101390046 1331 S VELIE ST Candelas II B225849 SFDO0
01 02/06/20241 None
098530028 1947 E MURRAY AVE Sequoia Bend B232928 SFDO0
01 02/07/20241 None
098530029 1941 E MURRAY AVE Sequoia Bend B232929 SFDO0
01 02/07/20241 None
100740016 2232 E MESA AVE Vista Del Sol B233575 SFDO0
01 02/08/20241 None
100740017 2214 E MESA AVE Vista Del Sol B233576 SFDO0
01 02/08/20241 None
078380068 1827 W CORVINA AVE Highland Park Estates B226360 SFDO0 01 02/08/20241 None
101390038 1338 S VELIE ST Candelas II B225851 SFDO0
01 02/09/20241 None
101390039 1344 S VELIE ST Candelas II B225664 SFDO0
01 02/09/20241 None
079360015 347 E RIVERWAY AVE River Island Ranch B225880 SFDO0 01 02/12/20241 None
079360016 339 E RIVERWAY AVE River Island Ranch B225879 SFDO0 01 02/12/20241 None
079360014 407 E RIVERWAY AVE River Island Ranch B225882 SFDO0 01 02/14/20241 None
101390040 1350 S VELIE ST Candelas II B225663 SFDO0
01 02/15/20241 None
101390037 1332 S VELIE ST Candelas II B225852 SFDO0
01 02/20/20241 None
078440083 3015 N OAK PARK ST Highland Park B233921 SFDO0 01 02/22/20241 None
079360013 415 E RIVERWAY AVE River Island Ranch B225883 SFDO0 01 02/22/20241 None
123520057 1141 E CAMERON AVE Diamond Oaks B226756 SFDO0 01 02/22/20241 None
123520058 1133 E CAMERON AVE Diamond Oaks B226757 SFDO0 01 02/22/20241 None
078440084 3023 N OAK PARK ST Highland Park B233975 SFDO0 01 02/23/20241 None
078440085 3031 N OAK PARK ST Highland Park B233981 SFDO0 01 02/23/20241 None
101390020 3215 E HOWARD ST Candelas II B225649 SFDO0
01 02/26/20241 None
123520020 4016 S COTTA ST Diamond Oaks B226717 SFDO0
01 02/26/20241 None
101390036 1324 S VELIE ST Candelas II B225853 SFDO0
01 02/27/20241 None
123520019 4006 S COTTA ST Diamond Oaks B226716 SFDO0
01 02/27/20241 None
079360012 423 E RIVERWAY AVE River Island Ranch B225884 SFDO0 01 02/29/20241 None
123520059 1123 E CAMERON AVE Diamond Oaks B226758 SFDO0 01 02/29/20241 None
098530039 1828 E SCHOOL AVE Sequoia Bend B232931 SFDO0
01 03/06/20241 None
100740018 2146 E MESA AVE Vista Del Sol B233755 SFDO0
01 03/06/20241 None
100740019 2138 E MESA AVE Vista Del Sol B233756 SFDO0
01 03/06/20241 None
078440086 3039 N OAK PARK ST Highland Park B233961 SFDO0 01 03/07/20241 None
079360017 331 E RIVERWAY AVE River Island Ranch B225878 SFDO0 01 03/07/20241 None
098530040 1836 E SCHOOL AVE Sequoia Bend B232935 SFDO0
01 03/07/20241 None
098530041 1842 E SCHOOL AVE Sequoia Bend B232936 SFDO0
01 03/07/20241 None
100740020 2707 S IRMA ST Vista Del Sol B233757 SFDO0
01 03/07/20241 None
100740021 2715 S IRMA ST Vista Del Sol B233758 SFDO0
01 03/07/20241 None
079360011 431 E RIVERWAY AVE River Island Ranch B225885 SFDO0 01 03/07/20241 None
098530044 1920 E SCHOOL AVE Sequoia Bend B233434 SFDO0
01 03/12/20241 None
098530043 1850 E SCHOOL AVE Sequoia Bend B233433 SFDO0
01 03/13/20241 None
098530042 1846 E SCHOOL AVE Sequoia Bend B233432 SFDO0
01 03/14/20241 None
078440037 3002 N CREEKSIDE ST Highland Park B220334 SFDO0 01 03/14/20241 None
078440091 1135 W PAYSON AVE Highland Park B234333 SFDO0 01 03/15/20241 None
078440092 1143 W PAYSON AVE Highland Park B233946 SFDO0 01 03/15/20241 None
079360010 439 E RIVERWAY AVE River Island Ranch B225887 SFDO0 01 03/18/20241 None
101390049 1311 S VELIE ST Candelas II B225855 SFDO0
01 03/18/20241 None
078440093 1149 W PAYSON AVE Highland Park B234240 SFDO0 01 03/20/20241 None
078440094 1205 W PAYSON AVE Highland Park B233932 SFDO0 01 03/20/20241 None
101390048 1317 S VELIE ST Candelas II B225854 SFDO0
01 03/27/20241 None
079360009 505 E RIVERWAY AVE River Island Ranch B225888 SFDO0 01 03/28/20241 None
078440114 1130 W PRESCOTT AVE Highland Park B234242 SFDO0 01 03/29/20241 None
101390035 1318 S VELIE ST Candelas II B225857 SFDO0
01 03/29/20241 None
101390050 1305 S VELIE ST Candelas II B225960 SFDO0
01 04/01/20241 None
078440113 1138 W PRESCOTT AVE Highland Park B234241 SFDO0 01 04/01/20241 None
101390034 1312 S VELIE ST Candelas II B225858 SFDO0
01 04/03/20241 None
123370019 1027 E SEEGER AVE Willow Springs B226553 SFDO0 01 04/03/20241 None
100740063 2208 E COPPER CT Vista Del Sol B234048 SFDO0
01 04/05/20241 None
100740064 2738 S IRMA ST Vista Del Sol B234049 SFDO0
01 04/05/20241 None
100740065 2726 S IRMA ST Vista Del Sol B234050 SFDO0
01 04/05/20241 None
123360042 1203 E HARTER DR Willow Springs B226547 SFDO0 01 04/08/20241 None
098530047 1946 E SCHOOL AVE Sequoia Bend B233540 SFDO0
01 04/09/20241 None
079360008 515 E RIVERWAY AVE River Island Ranch B225891 SFDO0 01 04/15/20241 None
123520065 1025 E CAMERON AVE Diamond Oaks B234648 SFDO0 01 04/15/20241 None
123520066 1017 E CAMERON AVE Diamond Oaks B234649 SFDO0 01 04/15/20241 None
079360007 525 E RIVERWAY AVE River Island Ranch B225893 SFDO0 01 04/15/20241 None
098530045 1930 E SCHOOL AVE Sequoia Bend B233538 SFDO0
01 04/18/20241 None
123360035 2212 S EDISON ST Willow Springs B226552 SFDO0 01 04/22/20241 None
078370052 3321 N ELM ST Shannon Ranch 3 B152756 SFDO0
01 04/23/20241 None
098530046 1938 E SCHOOL AVE Sequoia Bend B233539 SFDO0
01 04/24/20241 None
078440110 1212 W PRESCOTT AVE Highland Park B234992 SFDO0 01 04/24/20241 None
123370039 2235 S EDISON ST Willow Springs B226580 SFDO0 01 04/24/20241 None
100740023 2735 S IRMA ST Vista Del Sol B234316 SFDO0
01 04/26/20241 None
100740024 2747 S IRMA ST Vista Del Sol B234318 SFDO0
01 04/26/20241 None
100740025 2805 S IRMA ST Vista Del Sol B234267 SFDO0
01 04/26/20241 None
101390032 1307 S VISTA ST Candelas II B225861 SFDO0
01 04/26/20241 None
100740022 2723 S IRMA ST Vista Del Sol B234314 SFDO0
01 04/26/20241 None
101390031 1313 S VISTA ST Candelas II B225862 SFDO0
01 04/26/20241 None
101390033 1306 S VELIE ST Candelas II B225859 SFDO0
01 04/30/20241 None
123460038 1112 E CAMERON AVE Diamond Oaks B234843 SFDO0 01 04/30/20241 None
078440111 1202 W PRESCOTT AVE Highland Park B234991 SFDO0 01 04/30/20241 None
123460037 1106 E CAMERON AVE Diamond Oaks B234841 SFDO0 01 04/30/20241 None
101390029 1325 S VISTA ST Candelas II B225869 SFDO0
01 05/07/20241 None
123520063 1045 E CAMERON AVE Diamond Oaks B234647 SFDO0 01 05/08/20241 None
078440112 1146 W PRESCOTT AVE Highland Park B234993 SFDO0 01 05/10/20241 None
123460034 1028 E CAMERON AVE Diamond Oaks B234839 SFDO0 01 05/10/20241 None
123460036 1048 E CAMERON AVE Diamond Oaks B234842 SFDO0 01 05/10/20241 None
123370036 2236 S EDISON ST Willow Springs B226554 SFDO0 01 05/10/20241 None
098530024 424 N TRACY ST Sequoia Bend B233987 SFDO0
01 05/14/20241 None
098530027 348 N TRACY ST Sequoia Bend B233992 SFDO0
01 05/14/20241 None
098530026 404 N TRACY ST Sequoia Bend B233990 SFDO0
01 05/14/20241 None
101390030 1319 S VISTA ST Candelas II B225863 SFDO0
01 05/15/20241 None
079340016 313 W TYLER AVE River Island Ranch B210557 SFDO0 01 05/16/20241 None
098530025 414 N TRACY ST Sequoia Bend B233989 SFDO0
01 05/20/20241 None
123460040 1126 E CAMERON AVE Diamond Oaks B234844 SFDO0 01 05/21/20241 None
123460039 1120 E CAMERON AVE Diamond Oaks B234845 SFDO0 01 05/21/20241 None
123520061 1107 E CAMERON AVE Diamond Oaks B234644 SFDO0 01 05/23/20241 None
123460033 1016 E CAMERON AVE Diamond Oaks B234837 SFDO0 01 05/23/20241 None
123460042 1142 E CAMERON AVE Diamond Oaks B234849 SFDO0 01 05/23/20241 None
123520062 1101 E CAMERON AVE Diamond Oaks B234762 SFDO0 01 05/29/20241 None
123520060 1117 E CAMERON AVE Diamond Oaks B234645 SFDO0 01 05/30/20241 None
123520064 1035 E CAMERON AVE Diamond Oaks B234768 SFDO0 01 05/30/20241 None
123460075 3924 S COTTA ST Diamond Oaks B234850 SFDO0
01 05/31/20241 None
123360045 2211 S EDISON ST Willow Springs B226551 SFDO0 01 06/06/20241 None
123360039 1129 E HARTER DR Willow Springs B226549 SFDO0 01 06/07/20241 None
098530020 508 N TRACY ST Sequoia Bend B234252 SFDO0
01 06/10/20241 None
098530021 502 N TRACY ST Sequoia Bend B234253 SFDO0
01 06/10/20241 None
098530022 444 N TRACY ST Sequoia Bend B234258 SFDO0
01 06/18/20241 None
098530023 434 N TRACY ST Sequoia Bend B234259 SFDO0
01 06/18/20241 None
100740029 2812 S IRMA ST Vista Del Sol B221364 SFDO0
01 06/21/20241 None
100740031 2834 S IRMA ST Vista Del Sol B221366 SFDO0
01 06/21/20241 None
100740030 2824 S IRMA ST Vista Del Sol B221365 SFDO0
01 06/25/20241 None
079360061 3722 N BRIDGE ST River Island Ranch B225640 SFDO0 01 07/05/20241 None
100700040 2931 S IRMA ST Vista Del Sol B234955 SFDO0
01 07/19/20241 None
100700041 2939 S IRMA ST Vista Del Sol B234961 SFDO0
01 07/19/20241 None
100700043 2131 E MONTE VISTA AVE Vista Del Sol B234966 SFDO0 01 07/19/20241 None
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
000
152
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/31/2023 - 12/31/2031
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2023-
12/30/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units to
Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - 143 - - - - - - -
Non-Deed Restricted 4 - 15 - - - - - - -
Deed Restricted - - 156 - - - - - - -
Non-Deed Restricted 2 - 41 - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 63 - 61 - - - - - - -
Above Moderate 3,423 77 - 184 - - - - - - - 261 3,162
10,791
146 - 600 - - - - - - - 746 10,045
5 6 7
Extremely lowIncome Need 2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date
Total Units
Remaining
1,871 - 2 - - - - - - - 2 1,869
VLI Deed Restricted
VLI Non Deed Restricted
2,107
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 housing 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.
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]. 1,197
162
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. 124 Moderate
3,741
2,306
1,321
Please contact HCD if your data is different than the material supplied here 199
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
3,579
153
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/31/2023 - 12/31/2031
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 LowIncome Low-Income ModerateIncome
Above
ModerateIncome
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
157 157 304 1344 1913
078-010-025-000 Pratt Rd & Mooney Blvd Pratt Family Ranch 12/16/2024 12 50 Shortfall of Sites 17.65 RLD R-1-5 35 50 Vacant Vacant 078-010-028-000 Pratt Rd & Mooney Blvd Pratt Family Ranch 12/16/2024 12 50 Shortfall of Sites 20.87 RLD/RMD R-1-5/R-M-2 35 50 Vacant Vacant 078-010-029-000 Pratt Rd & Mooney Blvd Pratt Family Ranch 12/16/2024 15 50 Shortfall of Sites 38.66 RMD R-M-2 35 50 Vacant Vacant 078-110-022-000 Pratt Rd & Mooney Blvd Pratt Family Ranch 12/16/2024 12 17 Shortfall of Sites 7.96 PR/RMD QP/R-M-2 35 49 Vacant Vacant 078-110-023-000 Pratt Rd & Mooney Blvd Pratt Family Ranch 12/16/2024 12 17 Shortfall of Sites 7.86 RLD/RMD R-1-5/R-M-2 35 48 Vacant Vacant 077-050-019-000 N Demaree Rd & W River way Crandell / Belissa 12/16/2024 42 42 75 159 Shortfall of Sites 41.87 RLD/RMD R-1-5/R-M-2 35 239 Non-Vacant Agricultural/open space 077-050-018-000 N Demaree Rd & W River way Crandell / Belissa 12/16/2024 42 42 75 Shortfall of Sites 16.48 RHD R-M-3 35 239 Non-Vacant Agricultural/open space 119-022-041-000 S Shirk Rd & W Wagner Ave Barr & Wood 12/16/2024 139 Shortfall of Sites 69.35 RVLD R-1-20 35 139 Non-Vacant Agricultural/open space 081-030-036-000 Road 88 & Goshen Ave Shepherds Ranch II 12/16/2024 200 Shortfall of Sites 40.77 PR/RLD QP/R-1-5 35 150 Non-Vacant Agricultural/open space 077-100-108-000 W Riggin Rd & Road 92 Carleton Acres 12/16/2024 73 73 91 388 Shortfall of Sites 156 RLD/RMD/RHD R-1-5/R-M-2/R-M- 35 625 Vacant Vacant 127-030-038-000 Cherry Ave & S McAuliff St Pearl Woods 12/16/2024 274 Shortfall of Sites 67.49 PR/RLD QP/R-1-5 35 274 Non-Vacant Agricultural/open space Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
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
154
Jurisdiction Visalia
Reporting Year 2024 (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
Adopt text edits to the Zoning Ordinance to
allow development by right on lower income
sites RHNA sites identified on Table 63
within two years of the adoption deadline.
Identify housing sites suitable to
accommodate:
· Very low income: 3,741 units
· Low income: 2,306 units
· Moderate income 1,321 units
· Above Moderate income: 3,423 units
· Total: 10,791 units
No net loss of land designated for moderate-
, low-, very low-, and extremely low-income
categories.
Amend zoning: within two
years of the adoption
deadline
Monitor: annually
A sufficient balance of all income categories continues to exist. There was no loss of land designated for these categories in 2024. While there were General Plan Amendment and Change of Zone entitlements processed in 2024, none resulted in a reduction of land designations for these income categories.
The City passed Zoning Text Amendment No. 2024-05 on December 16, 2024 per City Council Ordinance No. 2024-17, to allow affordable residential development by-right on sites specified in Table 63 in accordance with Government Code Section 65583.2, subdivision (c).
HE Program 1.2 Contact with City
Officials
Conduct one discussion session by the
Building Advisory Committee (BAC) Annually There were no meetings of the Building Advisory Committee held in 2024. Members have termed out and the committee will need to be rebuilt. A meeting is anticipated in HE Program 1.3 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; in
2027, complete a mid-term evaluation of
the cumulative impacts of the CUP process
on multi-family development and revise the
Zoning Ordinance to remove constraints.
Adopt objective design standards for multifamily residential development by 2026.
Amend the Zoning Ordinance to provide a
ministerial approval process for large multifamily developments up to 200 units by Report to PC: Annually
Mid-term Evaluation: 2028
Adopt objective standards
and ministerial review for
large lot multi-family
projects: by 2026
During 2024, the Planning Commission considered one multi-family residential development project (Conditional Use Permit or CUP) that exceeded 80 units and was part of a mixed use development. These units would be market rate units. The CUP considered by the Commission within three months of being filed. A report for the 2024 year is anticipated to be presented to the Commission in April 2025.
Objective design standards for multi-family development have not yet been initiated; however, objective design standards for single-family residential have been in progress and have had one public hearing, with expected completion date in April 2025.
Zoning Ordinance Amendment for large multi-family developments has not yet been initiated.
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 155
HE Program 1.4 Housing Education
Schedule, coordinate and conduct at least
one subject public meeting or stakeholder
group seminar per year, targeting higher
resource areas with a goal of engaging 100
households annually.
Identify and engage local community
organizations to discuss opportunities to
increase engagement and education by
2025 with a goal of completing two
engagement events/projects in partnership
with these groups by 2027.
Develop an outreach strategy based on
community feedback by 2026 with a goal of
engaging 10 percent of households in the
city during the planning period.
Following implementation of the strategy,
complete an annual review the City’s
outreach methods.
Engage stakeholders and conduct a
citywide resident survey in 2027 to obtain
feedback about City outreach methods,
prioritizing feedback from underrepresented
residents.
Revise the outreach strategy to respond to
new opportunities and to remove ineffective
Various, as outline in specific
objectives
In 2024 the City held 4 public hearings and 6 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 1.5 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 the 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.
Establish tracking system:
2024
Monitoring: continuously
Reporting: Annually
The City continues to utilize its electronic permitting software (Accela) to track the progress and length of time for building permit 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 2024, the Community Development Department maintained its annual efforts of meeting timelines, resulting in the City having 0 over-target permits for the year.
The City also uses an Excel spreadsheet to maintain a listing of all open entitlements, which tracks date submitted, date of public hearing / approval, and the resulting time to process entitlement requests.
156
HE Program 1.6: City-owned
Sites/Surplus Land Act
Engage local affordable housing developers
immediately to identify opportunities and
potential incentives.
Assess City-owned sites to determine most
efficient use for affordable housing
development within the first year following
adoption.
By 2026, implement an action plan to sell,
or release an RFP to develop, City-owned
land for affordable housing development
based on the findings of the sites
assessments and engagement with
developers.
By 2026, adopt incentives for affordable
housing on City-owned sites based on
engagement with the development
community.
Target Exclusive Negotiating Agreement in
2026.
Target land use entitlements issuance in
2027 or 2028 and building permits in 2029.
Through this program, encourage the
development of 420 lower income units on
Various, see specific actions
and objectives
In 2024, the City assessed the viability of housing on its six sites currently listed as surplus. All sites are designated for commercial or quasi-public use. Three sites are planned for use as City corp yard, public parking, and future city hall. Three other sites have commercial and some housing potential. The City will explore declaring other cityowned sites as surplus with the goal to be repurposed as housing. No work on action plan initiated yet.
157
HE Program 1.7 Annexations to
Accommodate Future Housing
Needs
Annex area associated with annexation
sites 1-6 listed on Table 69 into the city to
facilitate the development of 314 lower-,
304 moderate-, and 1,344 above moderateincome units.
Adopt additional incentives to promote
affordability on annexation sites with
potential lower-income capacity, including
annexation sites 2 (Crandell/Belissa) and 5
(Carleton Acres).
In 2027, evaluate progress toward
completion in the planning period, and in
the event that the annexations are not
complete or parcels have been deemed
infeasible, identify and rezone alternative
sites to accommodate the RHNA by 2029.
a) Complete
b) Complete
c) 2024
d) 2024
e) 2024-2027
Amend zoning code: within
three years of the adoption
deadline.
Study infrastructure needs:
2024-2025
Pursue funding for
infrastructure improvements:
annually
a) The City Council approved the initiation of site 2 (Crandell / Belissa) on December 18, 2023, Per City Council Resolution 2023-60.
b) LAFCO approved the annexation of site 1 (Pratt Family Ranch) and site 5 (Carleton Acres) both on December 6, 2023, both of which had their certificates of completion recorded on January 26, 2024. LAFCO approved the annexation of site 2 (Crandell / Belissa) on March 6, 2024, which had its certificate of completion recorded on June 11, 2024.
c) For site 1, a Lot Line Adjustment has not been filed to date; however, a Lot Line Adjustment will not be necessary for this site since the recordation of final parcel maps for multiple phases of this project will result in the creation of lots that can immediately facilitate development in accordance with approved entitlements. For site 2, a Lot Line Adjustment has not been filed to date; however, a Lot Line Adjustment will not be necessary for this site since the recordation of final parcel maps for multiple phases of this project will result in the creation of lots that can immediately facilitate development in accordance with approved entitlements. See item e for additional details. d) For site 4, the review of a final parcel map for Shepherds Ranch (re. Tentative Parcel Map 2022-03) is currently on file and in progress; Recordation is anticipated by end of 2024 or early 2025. For site 5, the review of a final parcel map for Carleton Acres (re. Tentative Parcel Map 2023-04) was competed and approved by the City Council on October 7, 2024. For site 6, the review of a final parcel map for Pearl Woods (re. Tentative Parcel Map 2023-07) is currently on file and in progress; Recordation is anticipated by end of 2024 or early 2025. e) At the end of 2024, all sites had one or more final subdivision maps submitted to the City for review. No final subdivision maps recorded in 2024.
The City passed Zoning Text Amendment No. 2024-05 on December 16, 2024 per City Council Ordinance No. 2024-17, to allow affordable residential development by-right on lower income sites specified in Table 69 (now Table 70) in accordance with 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.
Inventory: 2024
Updated: Annually
The infill site inventory is maintained (updated in January 2024) 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
40 units of residential converted from
commercial space, or two new multi-family
residential project per year targeting
downtown Visalia.
20 units by 2027
20 units by 2031
In 2024 there were no projects involving new or conversion of existing space toward residential uses in the downtown.
HE Program 2.3 Infrastructure
Funding Program
Identify funding opportunities annually.
Engage local non-profit agencies to explore
opportunities annually.
Apply for at least one qualifying grant during
the planning period.
Evaluate Opportunities:
annually
Apply for funding: as
opportunities are identified
In 2024 the City applied for five grants related to infrastructure projects through the Congestion Management Program and the Active Transportation Program. Four projects were awarded. Two of the grants will assist with installing bike lane and traffic calming measures surrounding the Highland Elementary School (located in Tract 11) and a Class IV lane, gap completion, and beautification improvements along the Santa Fe Street corridor (located within and connecting all three Tracts).
HE Program 2.4 Mixed Use
Development
At least one qualifying project per year with
a goal of facilitating the development of 40
units on mixed use sites.
Facilitate mixed use development in
walkable areas of central and downtown
Visalia including census tracts 10.04, 11,
12, 17.01, 18, 20.02, and 20.08.
One project annually
In 2024 the City reviewed one conceptual development as SPR24041-1 for mixed use development with one dwelling unit on a 0.34 acre parcel in Census Tract 11. The project was granted a Variance for setbacks on 7/22/2024 and may proceed to building permit. Outside of the census tracts, the City approved a Conditional Use Permit for a
15.55-acre site with commercial uses and a 276-unit multi-family development. 158
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
incentive program.
Complete a mid-term evaluation of the
Affordable Housing Infill Incentive Program
in 2026; establish additional incentives
based on the conclusions of this evaluation
in 2027.
Continue to implement the Affordable
Housing Infill Incentive Program with a goal
Report: annually
Monitor progress: annually
Implement additional
incentives, if needed: 2028
In 2024, there have been no developments that have met the requirements and/or utilized the incentive of the fee reduction.
HE Program 2.6 Nonvacant Sites
Adopt incentives to encourage the
development of new or more intense uses
on nonvacant sites identified as lowerincome capacity to meet the RHNA.
Encourage the construction of 2,682 new
lower-income units on 65 sites, as identified
in Tables 65, 66, 67, and 68.
Adopt incentives: 2026
Engage property owners:
within six months of adoption
Adoption of incentives has not yet been initiated.
HE Program 2.7 Missing Middle
Evaluate development standards within the
zoning code in 2025.
To enhance housing mobility and housing
choice, encourage the development of a
variety of missing middle housing types in
infill projects; support the development of
ten missing middle housing developments
between two and 8 units annually.
Identify vacant sites with potential for
missing middle housing development by
2025; engage property owners annually,
with a goal of engaging 25 property owners
each year.
To enhance housing mobility, encourage
the development of 200 moderate-income
Evaluate and revise zoning:
2024-2025
In 2024 the City developed and circulated a public review draft set of objective design standards for single-family residential. One public hearing was held in 2025, with expected completion date in April 2025. The process has involved meeting with local developers to identify and define streamlined design standards for residential development.
City will continue in 2025 to meet with local developers and other stakeholders to specifically identify incentives that can result in increased density on infill sites.
The following five APNs were issued permits in 2024 for missing middle housing types in infill locations:
097241041 (6 units);
097241042 (6 units);
101041015 (5 units);
094041006 (4 units);
094055008 (4 units).
HE Program 3.1 Legislative Relief N/A Annually, as needed 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. 159
HE Program 3.2 Multiple Family
Developments
In combination with Program 1.3, adopt
objective design standards for multi-family
residential development by 2026 and
amend the Zoning Ordinance to provide a
ministerial approval process for large multifamily developments up to 200 units by 2026.
Identify and adopt incentives for multifamily
development in higher resource areas,
potentially including additional lot coverage
or an expedited process or reduced fees
related to rezoning by 2027.
Facilitate the development of 800 multifamily units (40 extremely low, 80 very low, 120 low, and 160 moderate, and 400 above
moderate) over the planning period,
targeting 50 percent in higher resource
areas.
Publish a Housing Development Toolkit on
City’s website by December 2026.
Engage developers to promote objective
Publicize incentives: 2024
Adopt objective design
standards: by 2026
Identify and evaluate
additional incentives: 2026
Adopt new incentives, as
necessary: 2027
The City has created and posted an updated statement describing existing incentives for multiple family developments. The statement is available as a published document at City Hall and maintained on the website
https://www.visalia.city/depts/community_development/planning/planning_information/d efault.asp (link titled "Incentives for Developing Affordable Dwelling Units").
In 2024, building permits were issued for two separate multi-family developments Demaree-Houston Apartments and Rancho Colegio Apartments) totaling 302 deedrestricted affordable units in extremely/very low and low income categories. Of these, 222 units will be located in a Highest Resource Area tract as identified on Figure 55 of the Housing Element.
HE Program 3.3 First-Time
Homebuyer Program
Assist 20 low- and moderate-income firsttime homebuyers over the planning period.
Advertise and hold four engagement events
targeting residents in lower resource areas
with a goal of engaging 400 households in
these areas in the planning period.
Continuously throughout the
planning period
Engagement events: every
two years
In 2024, partner organizations CSET and Self-Help Enterprises provided first-time homebuyer education workshops to assist in securing homeownership. Partner organization Habitat for Humanity offered homebuyer assistance.
HE Program 3.4 Mortgage
Revenue Bonds, Mortgage Credit
Certificates, Low Income Tax
Credits
Provide technical assistance for the
issuance of one mortgage revenue bond,
mortgage credit certificate, or low-income
tax credit funded project with the goal of
assisting 20 low- and moderate-income
homebuyers during the planning period.
Publicize information on resources and
programs for homebuyers on the City’s
website, with annual updates.
Continuously throughout the
planning period
Create resource inventory:
2024
Update inventory: annually
In 2024 the City began working together with the San Joaquin Valley Housing Collaborative to prepare materials that include a listing and summary of affordable housing funding programs. A draft deliverable was completed in late 2024. This information is being finalized and is expected to be published on the City's website in early 2025.
The two affordable deed-restricted multi family developments issued building permits in 2024 were both awarded Low-Income Tax Credits.
HE Program 3.5 FHA/HUD/HCD
and Federal Housing Trust
Programs or Available
Government Funding
Contact local affordable housing borrowers
at least annually to provide the most
updated and any new information on
available programs.
Annually
In 2024, affordable housing borrowers were notified of CDBG funded owner occupied single-family and mobile home repair programs at no cost to the homeowner. 160
HE Program 3.6 Section 8 Housing
Assistance Program
Assist 800 lower income families with rental
housing assistance annually.
The City shall engage the Housing Authority
annually to explore additional funding
sources, constraints to voucher use, and
opportunities to expand voucher use in high
and highest resource areas, with a goal of
increasing voucher use by 20 percent in
these areas.
In coordination with the Kings/Tulare
Homeless Alliance facilitate at least one
workshop and/or education campaign for
property owners and managers per year,
potentially partnering with non-profit
organizations and real estate professionals
and organizations to reduce income
Annually
In 2024, the city provided 56 emergency on-time rental assistance to low-income families to prevent homelessness. 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 sites, programs, and
incentives.
Annually
The City conducted four public hearings and six 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.
At least bi-annually with a
goal of annually
In 2024, partner organizations CSET and Self-Help Enterprises provided first-time homebuyer education workshops.
HE Program 3.9 Agency
Coordination
Solicit information from agencies annually.
Provide information on a recurring basis.
Annually
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
Complete five applications under this
program per year, with a target of
obtaining/providing $250,000 in support of
affordable housing in high resource areas
and $750,000 for improvement or
rehabilitation projects in areas of high
Annually
The City receives annual federal CDBG and HOME funding from HUD and state PLHA annual funding for HCD. In 2024, the city submitted three applications of state Encampment Resolution Funding (ERF), and received two ERF awards.
HE Program 3.11 City Incentive for
Affordable Housing
Annually identify and engage nongovernmental affordable housing providers to evaluate City-owned parcels and discuss
opportunities for land purchases.
By 2026, collaborate with providers to
identify incentives to encourage 100
percent affordable development in higher
resource areas and areas of concentrated
affluence; adopt incentives in 2026.
Facilitate the development 100 percent
affordable multifamily housing projects in
high and highest resource areas within a
quarter mile of a transit stop in the planning
period, with a goal of facilitating at least two
such developments with 400 total lower
income units.
Annually
In 2024, the city provided incentives to encourage affordable housing production by offering deferred financing to decrease the total cost of housing production. 161
HE Program 3.12 Development
Fee Reduction/Deferment for
ADUs
Review fee structure every three years, with
a goal of supporting the development of
100 ADUs during the planning period.
Monitor ADU development and adopt
additional financial incentives by 2028 if
ADU production trends show development
of less than 10 ADUs per year.
Review fee structure: every
three years
Adopt additional incentives,
as necessary: 2028
No review of fee structure was completed in 2024.
Permits for 36 ADUs were issued in 2024, which is a 64% increase from the 22 ADUs issued in 2023.
HE Program 3.13 Non-Profit
Housing Development
Corporations
Identify potential sites and engage local
agencies annually, with a goal of supporting
the completion of 50 units in higher
resource areas, areas with moderate and
high median incomes, and areas of
concentrated affluence.
To increase housing mobility, provide
assistance through partnerships with nonprofit agencies that will benefit 20 first-time lower-income home buyers over the next
eight years targeting higher resource areas
and areas of concentrated affluence.
Annually
The City approved the sale of City-owned land at low-cost to Habitat for Humanity for the development of six homes to be sold to first-time homebuyer veterans.
HE Program 3.14 Land Banking Participate in at least one land banking project during the current reporting period.
Continuously throughout the
planning period
The City does not use funding to landbank. However, Council approved the sale of Cityowned land to be purchased by Habitat for Humanity for the development of 6 tiny homes to be sold to low-income veterans.
HE Program 3.15 Promoting
Accessory Dwelling Units
Conduct annual (eight total) educational
workshops, advertising campaigns, or
outreach events to inform and promote
ADU development in the city to residents,
with at least six targeted to residents and
developers in high and highest resource
areas by the end of the planning period.
Engage local developers annually.
Complete a mid-term evaluation and adopt
additional incentives as necessary.
In combination with Program 3.12, facilitate
the development of at least ten accessory
dwelling units per year and a total of 100
units over the next eight years.
Annually
Mid-term evaluation: 2027
Permits for 36 ADUs were issued in 2024, which is a 64% increase from the 22 ADUs issued in 2023.
In 2024 the City's ADU website was updated to reflect current information, including the benefits of ADUs. The website is located at
https://www.visalia.city/depts/community_development/planning/accessory_dwelling_un its.asp.
In 2024 the City participated in two multi-day events (Home Show Expositions in February and October) that promoted ADU development in the City, particularly the permit-ready ADUs. The events are open to persons City-wide and tend to draw persons from higher resource areas.
In 2024, three emails were sent out (in August, November, and December) to an email list of interested persons to invite public comment on the City's update of its ADU ordinance, and social media was used in September to encourage comments on the ordinance. A full-page advertisement was placed in the City's Spring Recreation Guide HE Program 3.16 Assisted Housing
Projects Eligible for Conversion
Achieve 100 percent contact with all subject
at-risk property owners one year before
contract expiration.
Immediately upon
identification
In 2024, the City has continued to monitor properties on an annual basis and has not found any properties at-risk of converting to market rate. It was found no affordable properties were converted to market rate.
162
HE Program 3.17 Planning for
Large Sites
By 2025, adopt incentives to encourage the
development of large RHNA sites (over 10
acres) potentially including, but not limited
to, expedited approval of lot splits or
creation of new parcels; waiving of the
public hearing requirement related to parcel
maps; waiving of the public hearing
requirement related to approval of large
multifamily uses (provided the project is
affordable by deed-restriction), additional
density bonus, lot coverage, or allowable
height; .and fee waivers, reductions, or
deferral.
In 2027, complete a mid-cycle review of
development activity related to large RHNA
sites and revise RHNA calculations,
potentially including identifying additional
sites with appropriate zoning (by 2029), if
the sites are found to be infeasible for
development in the planning period.
Entitle an average of one project on a
RHNA listed large site (10 acres or more)
per year.
Facilitate the development of 1,964 units on
large sites, including 1,120 lower-, 333
moderate-, and 511 above moderateincome units with a goal of 75 percent in high and highest resource areas.
Annually
In 2024 the City approved an entitlement (CUP No. 2024-02) for 276 units on a 15-acre mixed use site. This site is listed as RHNA site #101.
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 with a goal
of supporting development of 100 extremely
low-income units during the planning
Pursue funding: annually and
as opportunities arise
Adopt incentives: by 2026
In 2024, the City applied and was awarded $1.5 million towards the development and operation of Majestic Gardens a permanent supportive housing project for extremelylow-income families at or below 30% of the area median income.
HE Program 3.19 Provide Priority
Sewer Service for Affordable
Housing Projects
Identify all projects meeting the criteria for
affordable housing and ensure their first
priority status to connect to the City sanitary
sewer system.
Identify projects: As
applications are received
Capacity and infrastructure are sufficient for all anticipated growth, including affordable housing.
HE Program 4.1 Homebuyer
Education Program Outreach
In combination with Program 3.3,
participate in at least one education
seminar per year, particularly targeting
lower resource areas.
Partner with non-profit organizations to
increase participation in homeownership
education and outreach programs by
minority and/or low and moderate-income
residents by 25 percent. Self-Help
Enterprises is a provider of homeownership
education and will report on the number of
Visalia residents that receive
homeownership education. Visalia has an
Annully
In 2024, partner organization Habitat for Humanity provided first-time homebuyer assistance and homebuyer education with the use of CalHome funds. The City also promoted Self-Help Enterprises and CSET's homebuyer education services on the City website.
163
HE Program 4.2 Foreclosure
Prevention Resources
Verify that the correct and up to date
information is posted to City website and
updated on at least an annual basis.
Annually
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 SelfHelp 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.
Annually
Secure properties: within 72
hours of appraisal
In 2024 the City responded to 162 substandard housing complaints; 132 of those complaints have been corrected; the remaining 30 cases are in the process of correction. Of the 162 properties, the City boarded 10 of them. 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.
Identify and engage qualified non-profit
partners annually.
Investigate funding sources annually.
Annually
In 2024, 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.
Engage the League of California Cities to
discuss emerging legislative proposals,
collective response, and lobbying efforts
related to special needs housing.
Twice annually
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.
HE Program 5.2 Homeless Shelter
Program
Annually allocate funding to provide
assistance and supportive services with a
goal of providing $50,000 each year.
Engage non-profit agencies and the
Continuum of Care to discuss opportunities,
constraints, and potential partnerships at
least twice per year.
In 2024, identify candidate zones
appropriate for emergency shelters in
compliance with AB 2339; complete
capacity analysis of each zone to ensure
sufficient capacity to meet the housing need
identified in the most recent point in time
count.
Within two years of the adoption deadline,
amend the Zoning Code to allow
emergency shelters in compliance with AB
Allocation funding: Annually
Engage agencies: twice per
year
Identify zones appropriate for
emergency shelters: 2024
Amend Zoning Code: by
December 15, 2025
In 2024 the City reviewed the various zone designations and evaluated each of their abilities to meet amenities and services identified in state law (AB 2339). The most recent point in time count was also reviewed. Results were discussed among City staff.
Ordinance to be updated in 2025.
In 2024, the City provided $118,000 in PLHA funds for a Seasonal Emergency LowBarrier Shelter (Warming Center), and $125,000 in CDBG funds for a transitional bridge housing project called Eden House for people experiencing homelessness. The City also provided an additional $1,950,182 in PLHA funds, $200,000 in Successor Housing funds, and $3,628,371 in ERF funds for the development of a 100-bed LowBarrier Navigation Center.
HE Program 5.3 Reasonable
Accommodation
Maintain an updated brochure at City
offices and on City website.
Provide information to local non-profit
developers and agencies and non-profits
immediately.
Engage local agencies providing special
needs housing to identify remaining
constraints annually
Update brochure: 2024 and
annually thereafter
Disseminate information:
immediately
Engage local agencies:
annually
The City maintains public information on reasonable accommodation for disabled persons and provides that information on the City's website accessible at https://www.visalia.city/depts/finance/housing_n_cdbg_services/resources.asp. The City provided this information to local non-profit developers and agencies and engaged agencies to identify remaining constraints to housing for persons with a disability. 164
HE Program 5.4 Senior Rental
Housing
Identify and publicize available incentives in
2024.
Engage developers and local non-profit
agencies providing housing for seniors to
discuss housing needs and identify
additional constraints to senior housing in
2026.
Facilitate the construction of at least 20 very
low-income and 20 low-income senior units
Identify incentives: 2024
Identify remaining
constraints: 2026
Facilitate construction:
annually
The City has created and posted an updated statement describing existing incentives for senior rental housing units. The statement is available as a published document at City Hall and maintained on the website
https://www.visalia.city/depts/community_development/planning/planning_information/d efault.asp (link titled "Incentives for Developing Affordable Dwelling Units").
In 2024 no building permits were issued for senior rental units.
HE Program 5.5 Rehabilitation
Assistance for Senior & Disabled
Homeowners
Provide assistance that will benefit 10
households per year over the next eight
years.
Track assistance accomplishments and
include in the Annual Report.
Publicize available programs on the City
website and disseminate it directly to local
churches and agencies providing services
to special needs housing populations.
Annually
In 2024, the city assisted two (2) senior and/or disabled low-income owner occupants with necessary mobile home repairs.
HE Program 5.6 Large Families
Develop incentives and mitigations to
constraints by the end of 2024.
Hold an annual workshop with developers
and provide education about technical
assistance and incentives for larger rental
units, with a goal of supporting the
development of an average of 40 large
units per year (20 very low- and 20 lowincome units [320 total units]) over the Annually
The City has created and posted an updated statement describing existing incentives for housing units for large families. The statement is available as a published document at City Hall and maintained on the website
https://www.visalia.city/depts/community_development/planning/planning_information/d efault.asp (link titled "Incentives for Developing Affordable Dwelling Units").
In 2024, the City awarded $1.3 million in HOME funds with a deed restriction for the development of Rancho Colegio an 80-unit affordable rental multi-family complex with one, two, and three-bedroom units, for very-low and extremely low-income families.
HE Program 5.7 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 with a goal of obtaining
$1,000,000 over the planning period.
Explore and evaluate models in 2025.
Adopt a policy to facilitate/incentivize
development of housing for persons with
developmental disabilities in 2026.
Facilitate the construction of 30 units for
persons with developmental disabilities in
the planning period.
Annually
Explore models: 2025
Adopt policy: 2026
In 2024, the City was awarded $13.8 million in state Homekey funds and $1.5 million in Encampment Resolution Funds (ERF) towards the development and operation of Majestic Gardens a 42-unit permanent supportive housing project for extremely-lowincome families at or below 30% of the area median income. 5 units are fully accessible for those with developmental disabilities. The City approved Rancho Colegio that will include 12 fully accessible units for those with disabilities. The Demaree Apartments will have 35 fully accessible units, 23 sensory units, and 14 ADA adaptable units.
HE Program 5.8 Municipal Code
Updates
To remove constraints to a variety of
housing types and ensure compliance with
State law, the City shall amend the
municipal code to…
Within two years of adoption
of the Housing Element
ADUs in all zones allowing
residential uses: implement
immediately; adopt by
December 31, 2024.
The City passed Zoning Text Amendment No. 2024-05 on December 16, 2024 per City Council Ordinance No. 2024-17, to clarify in the Zoning Ordinance table of allowed uses that ADUs are allowed by right in all zones allowing residential uses. 165
HE Program 5.9 Special Needs
Housing Outreach and Incentives
By 2026, prepare a report on potential
strategies to encourage development of
affordable, accessible housing units for
households with special housing needs,
including but not limited to cost incentive
programs, permit streamlining, and permit
and developer fee waivers and maintain a
list of possible sources of funding to support
incentive programs.
Adopt an incentive program based on the
results of the report by August 2026 and
implement immediately.
Prepare and publish a list of State and
Federal funding sources by January 2026
and update annually; provide information to
developers annually
Conduct eight educational workshops,
campaigns, or outreach events to expand
awareness of services and programs for
persons with disabilities by the end of the
planning period.
Update the City’s website by January 2025.
Provide technical assistance and/or
financial support for the development or
rehabilitation of 24 affordable housing units
for farmworkers by December 2031. The
City is currently partnering with Self-Help
Various, see specific actions
and objectives
· In 2024, the City engaged with qualified housing developers Self-Help Enterprises, Housing Authority, RH Community Builders, and Habitat for Humanity to identify affordable housing development opportunities with emphasis on promoting housing choices that serve the needs of special needs populations, including seniors, homeless, female-headed households, large families, low-income, and/or persons with disabilities in RCAA’s.
· In 2024, the City awarded two contract agreements in response to RFP's for the use of HOME, HOME-ARP, and Successor Housing funds for the development of affordable housing. The City held an annual meeting with developers to inquire about upcoming projects and identify affordable housing developments that may need local funding or loan/grant preparation assistance. Additionally, the City released a NOFA for CDBG funds to administer housing rehabilitation programs. · In 2024, held several workshops to expand awareness and made information available on the City website:
https://www.visalia.city/depts/finance/housing_n_cdbg_services/resources.asp · In 2024, the City monitored and supported the development of housing for farmworkers through coordination with Self-Help Enterprises. · In 2024, the City approved HOME funds for the development of a farmworker housing project that will include 20-units of farmworker housing units that include one, two, and three bedroom units in a lower-density higher income area.
HE Program 5.10
Employee/Farmworker Housing
• Coordinate with regional agencies
annually.
• Provide technical assistance to all
applicants proposing farmwork housing.
• Create partnerships to pursue
funding, as opportunities arise, with a goal
of applying for four grants in support of
farmworker or lower income employee
housing projects in the planning period.
• By 2027, establish a program to
provide assistance to projects that address
substandard farmworker housing, with a
goal of assisting 20 households/units in the
planning period.
Through these actions, encourage the
development of 200 units of
farmworker/employee housing during the
planning period; provide assistance to
assist in the rehabilitation of 20 farmworker
Various, see specific actions
and objectives
The City awarded $1.3 million in HOME funds to Self-Help Enterprises for the development of Rancho Colegio an 80-unit affordable multifamily complex. Rancho Colegio will have a minimum of 20 farmworker units that include one, two, and three bedrooms.
166
HE Program 5.11 Permit
Streamlining Act
Adopt a policy to ensure compliance with
State law.
Within one year of adoption
of the Housing Element
The City passed Zoning Text Amendment No. 2024-05 on December 16, 2024 per City Council Ordinance No. 2024-17, to adopt a policy ensuring compliance with the Permit Streamlining Act and timing requirements of the California Environmental Quality Act.
HE Program 6.1 Housing
Rehabilitation Program
Assist 50 lower-income homeowners during
the course of the current reporting period
targeting 75 percent in areas of high
segregation and poverty.
Pursue new funding sources annually.
Disseminate information on the Housing
Rehabilitation Program to local churches,
social organizations, and non-profit
agencies with a goal of providing one
informational campaign targeted to areas of
high segregation and poverty each year.
Annually
In 2024, the City provided 3 single-family homes and 2 mobile homes with owner occupied housing rehabilitation.
HE Program 6.2 Low-Income
Rental Rehabilitation Program
Assist 20 lower-income owners of rental
properties with forgivable loans over the
next eight years, targeting 75 percent in
areas of high segregation and poverty.
Adopt a policy to prioritize or provide further
support to areas of high segregation and
poverty by 2026.
Annually
Adopt policy: 2026
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 2024.
HE Program 6.3 Emergency
Repairs Program
Assist 40 lower- and moderate-income
homeowners over the next eight years
targeting 75 percent in areas of high
segregation and poverty.
Distribute information annually.
Hold engagement events annually in areas
of high segregation and poverty.
Annually
The 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 assisted 3 singlefamily homes with emergency minor home repairs including addressing housing code violations. SHE assisted 2 mobile homes with essential mobile home repairs.
HE Program 6.4 Enforcement of
Housing and Building Codes
Complete 200 residential inspections per
year in response to substandard building or
living condition referrals.
Annually
In 2024, Neighborhood Preservation responded to 162 substandard housing complaints, which is up from the prior year's achievement of 155 responses but still short of the 200 inspection goal.
HE Program 6.5 Rehabilitation and
Adaptive Reuse Assist with rehabilitating one unit per year. Annually 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. 167
HE Program 7.1 Fair Housing
Enforcement and Outreach
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.
Working with Fair Housing Council of
Central California, provide one training
annually with a goal of reaching at least 30
real estate agents and brokers each year.
Working with Fair Housing Council of
Central California, provide one training
annually with a goal of reaching at least 50
property owners and managers each year.
Hold at least eight informational events
during the planning period to disseminate
informational materials or provide trainings
to residents, prioritizing communities
sensitive to displacement. Annually,
Housing Authority of Tulare County (HATC)
provides affordable rental housing
counseling services to the public during
community events.
Distribute materials to at least 2,000
property owners, apartment managers, and
tenants during the planning period, with at
least half distributed in communities with
majority non-White residents, particularly in
lower resource areas of Visalia.
Various, see specific
objectives
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 www.visalia.city/depts/finance/housing_n_cdbg_services/fair_housing_protection/defaul t.asp.
168
HE Program 7.2 Socio-economic
Segregation and Concentration of
Low Resource Areas
In 2025 and 2026, work with local
developers and non-profit homebuilders to
review the General Plan, Specific Plans,
and zoning code to identify and prioritize
opportunities for removing barriers to
housing production, adding housing
capacity, and accommodating a greater mix
of dwelling types and sizes households in
high and highest resource areas...
Hold at least three workshops during the
planning period in lower resource areas,
including census tracts 10.04, 11, and 12 to
develop infrastructure and programming
plans that support mixed-income housing
development...
As part of the annual CIP program update,
provide funding committed to improvements
and community revitalization projects
targeted to census tracts 10.04, 11, and 12,
with a goal of providing five percent of CIP
funding for these efforts.
Annually identify CDBG and/or HOME
funds to be used for community
revitalization efforts in lower resource areas
or affordable production in higher resource
areas with a goal of providing $750,000 in
funding annually in support of such efforts.
Hold annual jobs fairs in lower resource
Various, see specific
objectives
· In 2024, the City committed $1.3 million in HOME funds for the development of Rancho Colegio an 80-unit affordable housing complex that expanded and prioritized affordable housing development. The site is located within 1,000 feet of a major transit stop serving three routes, and within 1,000 feet of groceries, commercial services, and a community park.
· In 2024, the City developed a low-barrier navigation center that included a park area and amenities for low-income individuals experiencing homelessness. The City also entered into contract agreements for the development of Majestic Gardens and Rancho Colegio to develop 122 low-income housing units. The city also approved the development of Demaree Apartments a 220-unit housing complex for low and mixedincome households. All projects will include a park space and amenities for residents. · Efforts to review the General Plan, applicable Specific Plans, and Zoning Code and Zoning Map will be initiated in 2025 per the Objective. · In 2024, the City coordinated with Tulare County Workforce Investment Board to hold 4 jobs fairs in the City of Visalia targeting census tracts 10.04, 11, and 12. 169
HE Program 7.3 Place-based
Strategies
a. By 2026, develop and adopt a
comprehensive, long-term community
development strategy and/or program
priority strategy for lower resource areas.
b. In 2024, develop a mailing list
targeted to lower resource areas and
agencies representing lower-income
communities/residents; update list annually.
c. Seek grant funding to complete ...
placemaking projects ...
d. Conduct four educational workshops,
campaigns, or outreach events to expand
awareness of home and accessibility
rehabilitation programs ...
e. Prepare a transit needs study in 2025
and implement actions in 2026 with a goal
of improving ridership by five percent during
the planning period.
f. Annually ... evaluate the effectiveness
of the long-term development strategy ...
g. Annually work with a consultant to
assess and monitor pollution burden in
each census tract ...
h. By 2026, complete ADA infrastructure
upgrades in lower and moderate income
Various, see specific
objectives
a. Development of a comprehensive, long-term community development strategy and/or program priority strategy for the lower resource areas and areas with lower median incomes will be initiated in 2025.
b. In 2024, the City identified addresses and compiled a mailing list and email addresses to focus outreach to neighborhoods in lower resource areas of the city to prioritize services in these areas.
c. In 2024, the City completed pedestrian improvements from Transit to Main Street on N. Bridge St. and N. Santa Fe St. Implement small-scale placemaking projects/events such as pedestrian improvements, safe routes to schools, or parklets in lower resource areas of Visalia.
d. In 2024, the City worked with local nonprofit organizations, including Self-Help enterprises and Habitat for Humanity of Tulare County, to expand and spread awareness on home and accessibility rehabilitation programs. e. A study on transit needs will be initiated in 2025 in accordance with the Objective. f. In 2024, the City coordinated with the Public Works Department to review the City’s Capital Improvement Projects (CIP) to ensure public facilities and infrastructure are supportive of the needs of underserved communities. g. In 2024, a consultant was worked as part of the Environmental Justice Element Update to report on pollution burdens in all parts of Visalia. A reduction strategy will be implemented in later years per the Objective timeline.
h. In 2024, the City completed an ADA infrastructure transit pathway upgrades from Transit to Main Street.
HE Program 7.4 Anti-Displacement
Strategy
Complete targeted engagement in 2024-
2025;
Adopt Anti-Displacement Strategy in 2026;
Encourage the development of 100 lower
income units (beyond the RHNA), with a
target of 75 percent for lower-income
households, seniors, residents with a
Complete targeted
engagement: 2024-2025
Adopt Strategy: by 2026
Implement: annually
Targeted engagement will be initiated in 2025 in accordance with the Objectives.
In 2024, the City awarded $1.3 million in HOME funds with a deed restriction for the development of Rancho Colegio an 80-unit affordable rental multi-family complex with one, two, and three-bedroom units, for very-low and extremely low-income families including 20-units for farm working families, and 12-units will be fully accessible for persons with disabilities.
HE Programs 8.1 Energy & Water
Conservation Program
Maintain and update educational materials
on the City website. Annually
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 by April 1
The City has prepared and submitted the Annual Housing Report to State HCD, each year since the 5th Cycle Housing Element, and the State has acknowledged receipt of the report. The 2024 Annual Progress Report will be presented to the City Council on March 17, 2025 and sent to HCD by April 1, 2025.
HE Program 9.2 Progress Meeting Convene annual meeting to review the Housing Element implementation progress. Annually by April 1 Meetings to review and assess Housing Element Implementation Progress were done sporadically through 2024.
170
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 lower- or moderateincome RHNA capacity.
Complete a mid-cycle review of
development trends in zones that allow 100
percent nonresidential uses in 2027; adjust
assumptions, recalculate RHNA capacity,
and rezone to meet RHNA shortfall within
six months.
Tracking: as applications are
received/re-zones proposed
Locate additional capacity:
within 6 months of
identification of shortfall
Reporting: Annually by April
1 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 2024. Specifically there were no General Plan Amendment nor Change of Zone entitlements processed in 2024 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.
Adopt policies to remove identify constraints
within six months of identification
Monitoring: as applications
processed
Reporting: annually
Adopt policies: within six
months of identifying
constraint
A report for the 2024 year is anticipated to be presented to the Commission in April 2025.
HE Program 9.5 Comprehensive
Annual Monitoring Program
Include documentation of annual sales and
rental rates in the Annual Progress Report.
Evaluate the efficiency of Housing
Programs in the CAPER annually
Annually by April 1
The City uses the opportunity accorded by preparation of the Annual Progress Reports and the CAPER to annually evaluate the efficiency of the City's Housing programs. In addition the City conducts annual evaluations of existing home sales prices to compare to 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 by April 1
The City has provided required Annual Reports that specify housing and activity information pertaining to the successor housing agency.
HE Program 9.7 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.
As transportation plans are
developed
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.
171
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 12/31/2023 - 12/31/2031
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 172
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
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 LowIncome+Very LowIncome+
Low-Income+TOTAL UNITS+
Extremely LowIncome+Very LowIncome+
Low-Income+
TOTAL
UNITS+
https://www.hcd.ca.gov/communitydevelopment/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 173
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates an
optional field
Reporting
Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning 6th Cycle 12/31/2023 - 12/31/2031
2 3
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Summary Row: Start Data Entry Below 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 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 ren for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Governme Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion
174
on formulas
Notes
6 ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
0 0 0 0
Government Code section 65400.2
e converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions uirements described in Government Code 65400.2(b).
5 ncomes After Conversion Units credited toward Moderate Income RHNA
175
Jurisdiction Visalia
Reporting
Period 2024
(Jan. 1 - Dec.
Planning 31)
Period 6th Cycle 12/31/2023 - 12/31/2031 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
176
Jurisdiction Visalia Note: "+" indicates an optional field Reporting
Period 2024
(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 094-100-022-000 701 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 097-241-047-000 SEC East Tulare Ave & Santa Fe Vacant Surplus Land 0.51 Designation Date: 05/17/2021. Purchase Agreement signed; escrow opened.
103-120-085-000 McAuliff, South of Houston Vacant Surplus Land 1.4 Designation Date: 10/12/2021 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:999-999-999-999 177
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Project Type Date
Units
(Beds/Student
Capacity) Granted
Notes
2 3 5 6
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
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 178
Jurisdiction Visalia ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 12/31/2023 - 12/31/2031
No
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 containing authorizing local ordinance and supporting materials.
Notes
Table K
Tenant 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. 179
Jurisdiction Visalia
Reporting Year 2024 (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 $150,416.46 REAP
100% complete as of September 2024. Visalia’s
housing element was adopted and submitted to
HCD in December 2023. Additional comments were
provided to the City in 2024, necessitating further
consultation and revisions. The City received a
certification letter from HCD in September 2024.
Accessory Dwelling
Unit Ordinance $28,500.00 $25,071.06 None
100% complete as of December 2024. In 2024 staff
& consultant reviewed and completed aPublic
Review Draft of the ADU Ordinance, which
circulated for 30 day review from Aug 30 to Sep 30.
On December 16, 2024, the City Council held a
public hearing and adopted the ordinance as
recommended by staff and the Planning
Commission.
Planned Residential
Development
Ordinance
$62,500.00 $57,158.60 Local
General Fund
LEAP funding was 100% spent as of December 2024,
but Ordinance adoption was tabled for four months.
On December 16, 2024, the City Council directed
staff to table the adoption and was directed to
continue meeting with stakeholders to further
review the ordinance and address concerns
regarding the standards’ impact on affordability. A
change order was approved utilizing General Fund
money. Expected approval date is April 21, 2025.
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
Completed
Completed
180
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 85
Non-Deed Restricted 18
Deed Restricted
0 Non-Deed Restricted 347
Deed Restricted
0 Non-Deed Restricted 37
439
926
Current Year
Deed Restricted 143
Non-Deed Restricted 15
Deed Restricted 156
Non-Deed Restricted 41
Deed Restricted
0 Non-Deed Restricted 61
184
600
Current Year
Deed Restricted 50
Non-Deed Restricted 16
Deed Restricted 29
Non-Deed Restricted 96
Deed Restricted
0 Non-Deed Restricted 104
196
491
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
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
181
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0061 Agenda Date: 3/17/2025 Agenda #: 7.
Agenda Item Wording:
Contract Award - Authorize the City Manager to enter a purchase agreement with Little Tikes Commercial - PlayPower Inc. for inclusive playground equipment, in the amount of $923,438.11; through a Sourcewell contract.
Deadline for Action: None
Submitting Department: Community Development
Contact Name and Phone Number:
Cody McLaughlin, Associate Engineer, [email protected], 713-4595 Dolores Verduzco, Financial Analyst, [email protected], 713-4540 Rebecca Keenan, Senior Civil Engineer, [email protected], 713-4541 Chris Crawford, City Engineer, [email protected], (559) 713-4331 Jason Huckleberry, Engineering & Building Director, [email protected], (559) 713-4495 Department Recommendation:
Staff recommends that the City Council:
1. Authorize the City Manager to enter a purchase agreement with Little Tikes Commercial - PlayPower Inc. for inclusive playground equipment, in the amount of $923,438.11; through a Sourcewell contract (RFP# 010521).
Background Discussion:
In early 2021, the California Natural Resources Agency released the final guide and application for the Proposition 68 Statewide Park Development and Community Revitalization Grant Program. The purpose of this grant is to create new parks and recreation opportunities in underserved communities across California.
The City submitted the Proposition 68 grant proposal for an new inclusive park project planned to be located on Oak Street between Burke Street and the Imagine U children’s museum facility. In Spring of 2022 the City of Visalia was selected as a grant awardee and awarded $7,829,352 for the new Inclusive Park project.
In the Fall of 2022, city staff proceeded through the consultant procurement process and awarded professional consulting services to Odell Engineering. Beginning in 2023, City staff began preliminary engineering and coordination efforts with the consultant. Through the grant application process, outreach efforts were performed; however, given covid impacts at the time, city staff felt there were obstacles that may have impacted outreach efforts. City staff determined there was a high importance to re-connect with the community on the project and conducted additional public outreach while preliminary engineering efforts were under way.
Visalia City Council Page 1 of 3 Printed on 3/13/2025
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File #: 25-0061 Agenda Date: 3/17/2025 Agenda #: 7.
In Spring of 2024, City Council authorized staff to move forward with the updated concept layout into design and construction drawings. Staff has been working through the design phase with the consultant to produce construction drawings and specifications for bid and currently working toward 90% submittal drawings and specifications. Through the design phase, city staff and the design consultant have coordinated with equipment manufacturer Little Tikes to procure a portion of the playground equipment for the project in advance in order to secure 2024 pricing combating future inflation. The advanced procurement of playground equipment would also expedite the ordering, preparation, and manufacturing of material by approximately 3 months which would normally add into the submittals and construction phase of the project. The purpose for selecting to Little Tikes Commercial - PlayPower Inc. as materials provider through a Sourcewell contract is associated with the provider being a reputable manufacturer of playground equipment and inclusive playground equipment as well as they are the only manufacturer with a Sourcewell contract for inclusive playground equipment in addition to traditional playground equipment. Little Tikes Commercial is a subsidiary of Play Power Inc. The playground equipment will be manufactured by Little Tikes Commercial.
Fiscal Impact:
As a method to combat inflation of construction costs, city staff has explored procuring playground equipment for the Bridging Horizons Inclusive Park Project in advance to bidding and construction.
The procurement of this playground equipment would be through a Sourcewell contract (RFP# 010521) with Little Tikes Commercial - Play Power Inc. in the amount of $923,438.11. The Sourcewell contract solicitation RFP# 010521 was publicly advertised from November 2020 to January 2021. The contract was executed in February 2021 and was extended to be valid through February 2026. The purchase agreement amount of $923,438.11 for inclusive playground equipment is associated with the construction of the project and has been accounted for within the construction costs of the project budget.
Refer to the project budget summary below.
Budget Summary: Bridging Horizons Inclusive Park Project Grant Award Amount: $7,829,352
Local Funds (Parks Fund 211) $51,000
Total Project Budget (CP0595) $7,880,352
Project Management (Staff) $190,710
Design Consultant (Odell Engineering) $545,328
Construction Surveying $77,000
Construction Inspections $94,000
Construction Management $331,000
Materials Testing $77,000
Construction Cost $6,565,314
Total Estimated Project Cost $7,880,352
Visalia City Council Page 2 of 3 Printed on 3/13/2025
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File #: 25-0061 Agenda Date: 3/17/2025 Agenda #: 7.
Prior Council Action:
March 18, 2024 - Received a presentation on the Bridging Horizons Inclusive Park Project updated concept layout and authorize moving forward with the updated concept layout into design and construction drawings. (Project No. 3010-72000/CP0595-999).
Recommended Motion (and Alternative Motions if expected):
Authorize the City Manager to enter a purchase agreement with Little Tikes Commercial - PlayPower Inc. for inclusive playground equipment, in the amount of $923,438.11; through a Sourcewell contract (RFP# 010521).
Environmental Assessment Status:
Categorical Exemption
CEQA Review:
Categorical Exemption
Attachments:
Playground Equipment Quote
Sourcewell 010521 Contract
Sourcewell 010521 Contract Extension
Sourcewell 010521 Proof of Publication
Sourcewell 010521 Opening Record
Sourcewell 010521 Proposal Evaluation
Visalia City Council Page 3 of 3 Printed on 3/13/2025
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TO: DATE:
BY:
CONTACT:
PHONE:
EMAIL:
REFERENCE:
Little Tikes Commercial Equipment - Sourcewell/NJPA Contract #010521-LTS Qty Description Each Total
MATERIALS: 1 Custom Giant Sequoia 2-5 and 5-12 Playgrounds, $765,462.38 $ 765,462.38 (3) Hillside Slides, Crawl Log, Rock On Seesaw, Communication Board, - Turnabout, Zoom Twist with Floor, (2) Quiet Grove, Sensory Clubhouse, - Tot Builder Play House, Accessible Rail Rider, Multi User Arch Swing, - Arch Swing (2) Inclusive (2) Belt, Arch Swing (2) Tot Seats - 1 Custom Sensory Wall $ 85,632.65 $ 85,632.65
-
-
SUB TOTAL: $ 851,095.03
TAX: Sales tax is an estimate final tax will be charged 8.500% $ 72,343.08 based on final shipping address
FREIGHT: Shipping Cost of $19,200.00 Coved By Sourcewell No Charge TOTAL: $ 923,438.11
Please make purchase orders out to:
PlayPower LT Farmington C/O All About Play 3844 Presidio St., Sacramento, CA 95838 Signature: Date:
3844 Presidio Street, Sacramento, CA 95838
QUOTATION
PlayPower LT Farmington C/O
All About Play Inc
Phone: 916-923-2180 Fax: 916-646-6383
www.playgroundpros.com
Westwood February 28, 2025
Bridging Horizons Park Glen Wurster
Visalia, CA 916.923.2180 PH
Katherine Lewis Mitchell
209968.676 [email protected]
[email protected]
Bridging Horizons Custom Playground Equipment
Quote Good Until March 31, 2025
This quote is for product only delivered and does not include installation of any kind.
Price increases or surcharges may be applied due to the volatility of steel and raw material cost.
Current lead time is 33 plus weeks for delivery.
Freight cost is for shipping only it does not include receipt or offloading.
Customer is responsible to offload the truck when it arrives.
To process non-municipal orders, a completed Credit Application is required and a deposit may be required. 3844 Presidio Street • Sacramento, CA • (916) 923-2180 PH • www.playgroundpros.com Remit All Payments To:
PlayPower LT Farmington PO Box 734155 Dallas, TX 75373-4155 I accept the terms and pricing listed on the above quotation:
185
010521-LTS
Rev. 10/2020 1
Solicitation Number: RFP #010521
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and PlayPower, Inc., 11515 Vanstory Drive #100, Huntersville, NC 28078 (Vendor).
Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Playground and Water Play Equipment with Related Accessories and Services from which Vendor was awarded a contract.
Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires February 17, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor.
C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
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010521-LTS
Rev. 10/2020 2
All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
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010521-LTS
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time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.
Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing
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010521-LTS
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restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at governmentowned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract.
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010521-LTS
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Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased;
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or
3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
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B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).
The Report must contain the following fields:
x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address;
x Customer City;
x Customer State/Province;
x Customer Zip Code;
x Customer Contact Name;
x Customer Contact Email Address;
x Customer Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Vendor.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee.
The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
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Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties.
D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it.
E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their
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respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. LIABILITY
Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications.
12. GOVERNMENT DATA PRACTICES
Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract.
If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor.
b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article.
Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
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a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos.
b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos.
c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws.
5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract.
D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota.
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15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
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x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
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4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Vendor will maintain coverage for all claims the Vendor may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Vendor’s professional services required under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate
Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance
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maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing.
Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.
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The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions.
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40
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hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any
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agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.
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22. CANCELLATION
Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal.
Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell PlayPower, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz W. Todd Brinker
Title: Director of Operations &
Procurement/CPO
Title: Senior Vice President Global Sales &
Marketing Outdoor Play
Date: ________________________ Date: ________________________ Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Bid Number: RFP 010521 Vendor Name: PlayPower
222
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CONTRACT EXTENSION
Contract Number: #010521-LTS
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and PlayPower, Inc. (Vendor) 11515 Vanstory Drive, Huntersville, NC 28078 have entered into Contract #010521-LTS for the procurement of Playground and Water Play Equipment with Related Accessories and Services. The Contract has an expiration date of February 17, 2025, but the parties may extend the Contract by mutual consent.
Sourcewell and Vendor acknowledge that extending the Contract benefits the Vendor, Sourcewell and Sourcewell’s Members. Vendor and Sourcewell agree to extend the Contract listed above for an additional period, with a new Contract expiration date of February 17, 2026.
All other terms and conditions of the Contract remain in full force and effect.
Sourcewell PlayPower, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz W. Todd Brinker
Title: Chief Procurement Officer Title:
Date: ________________________ Date: ________________________ DocuSign Envelope ID: B2032579-9E24-4B50-BB1E-851252C5A9CD 9/23/2023 | 10:52 AM CDT 9/25/2023 | 4:14 PM CDT
3897 223
224
225
226
227
Notice
Basic Information
Details
Dates
Contact Information
Pre-Bidding Events
Bid Submission Process
Estimated Contract Value (CAD) $280,000,000.00 (Not shown to suppliers) Reference Number 0000186628
Issuing Organization Sourcewell
Owner Organization
Solicitation Type RFP - Request for Proposal (Formal)
Solicitation Number 010521
Title Playground and Water Play Equipment with Related Accessories and Services Source ID PP.CO.USA.868485.C88455
Location All of Canada, All of Canada
Purchase Type Term: 2021/03/01 01:00:00 AM EST - 2025/02/28 01:00:00 AM EST Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Playground and Water Play Equipment with Related Accessories and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov].
Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than January 5, 2021, at 4:30 p.m.
Central Time, and late proposals will not be considered.
Publication 2020/11/10 08:10:48 AM EST
Question Acceptance Deadline 2020/12/23 05:30:00 PM EST Questions are submitted online No
Bid Intent Not Available
Closing Date 2021/01/05 05:30:00 PM EST
Prebid Conference 2020/12/03 11:00:00 AM EST
Procurement Department
218-894-1930
[email protected]
Event Type Prebid Conference
Attendance Recommended
Event date 2020/12/03 11:00:00 AM EST
Location Online Conference
Event Note Login information will be emailed two business days prior to the event.
Bid Submission Type Electronic Bid Submission
Pricing In attached document
Pricing In attached document
Bid Documents List
Item Name Description Mandatory
Bid Documents Documents defining the proposal Yes
010521 - Playground and Water Play Equipment with Relate... 2020/11/10 08:10:57 AM EST Page 1 of 2228
Categories
Selected Categories
GSIN Category (1)
G Goods
Goods
N78 Recreational And Athletic Equipment
Recreational And Athletic Equipment
N7830C PLAYGROUND EQUIPMENT
PLAYGROUND EQUIPMENT
MERX Categories (2)
C Construction
Construction
C Construction Services
Construction Services
G Goods
Goods
G6 Construction Products
Construction Products
UNSPSC Categories (2)
49000000 Sports and Recreational Equipment and Supplies and Accessories 49240000 Recreation and playground and swimming and spa equipment and supplies 49241500 Playground equipment
49241600 Recreational equipment
010521 - Playground and Water Play Equipment with Relate... 2020/11/10 08:10:57 AM EST Page 2 of 2229
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Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for
Playground and Water Play Equipment with Related
Accessories and Services to result in a contracting solution for use by its Participating Entities.
Sourcewell Participating Entities include thousands of
governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada.
A full copy of the Request for Proposals can be
found on the Sourcewell Procurement Portal
https://proportal.sourcewell-mn.gov.
Only proposals submitted through the Sourcewell
Procurement Portal will be considered.
Proposals are due no later than January 5, 2021, at 4:30pm Central Time, and late proposals will not be considered.
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Justin Fields is closing fast in the Heisman race.
The Ohio State quarterback vaulted into second
place in this week’s USA TODAY Network survey.
Alabama quarterback Mac Jones continues to
hold the lead with a majority of first-place mentions. But with the Crimson Tide in an open date and Clemson’s Trevor Lawrence unable to play
because of COVID-19 protocols, Fields made a big
move thanks to another ultra-efficient passing day
in the Buckeyes’ win against Rutgers. Through
three games, Fields has thrown as many TD
passes, 11, as incompletions. He was listed second
by over half of the 22 survey participants who
work for USA TODAY Network properties and have
official Heisman votes.
Lawrence, who won’t return to action until Clemson’s next game Nov. 21 against Florida State, is now in a close battle for third with two other prolific passers, Florida’s Kyle Trask and Zach Wilson of BYU.
Jones’ teammate, running back Najee Harris, who shares the national lead with 14 rushing TDs, remains on the radar. In all, nine players appeared on ballots this week. Iowa State running back Breece Hall and Liberty quarterback Malik Willis were named for the first time this season. — Eddie Timanus Player, school, position, year 1st 2nd 3rd Pts
Mac Jones, Alabama, QB, Jr. 16 1 4 54
Justin Fields, QB, Ohio State, Jr. 5 13 1 42
Trevor Lawrence, Clemson, QB, Jr. 0 4 4 12
Kyle Trask, Florida, QB, Sr. 0 1 8 10
Zach Wilson, BYU, QB, Jr. 1 2 2 9
Najee Harris, Alabama, RB, Sr. 0 1 0 2
Breece Hall, Iowa State, RB, Soph. 0 0 1 1
Kellen Mond, Texas A&M, QB, Sr. 0 0 1 1
Malik Willis, Liberty, QB, Jr. 0 0 1 1
First place 3 points, second 2 points, third 1 point
USA TODAY NETWORK HEISMAN SURVEY
Ohio State’s Justin Fields has
11 touchdown passes. JOSEPH
MAIORANA/USA TODAY SPORTS
Ohio State quarterback Fields impressing trophy voters as Jones leads Notre Dame’s 47-40 win against
Clemson sends the Fighting Irish rising in the projected College Football Playoff rankings and creates a plausible scenario in which two teams from the Atlantic Coast Conference end up
in the national semifinals.
Let’s begin with Notre Dame. Beating the Tigers puts the Irish at the front of the line in the ACC and creates
enough wiggle room to lose once and
still get into the playoff, especially if
that loss comes to Clemson.
There will very likely be a rematch
between the two teams in the ACC
championship game. By winning the
second matchup, Clemson would enter the postseason as a one-loss Power Five champion with enough of a recent
track record to sail into the semifinals.
But the Irish would also be in possession of a strong case for the top four under this condition: Notre Dame wins
out the rest of the way and loses only to
the Tigers.
Another pathway to the playoff with
one loss – let’s say it comes at North
Carolina on Nov. 27 – would require
beating Clemson twice in one season.
If obviously possible, the rematch
would see the Tigers closer to full
strength, with Trevor Lawrence back
at quarterback and James Skalski and
Tyler Davis back on defense.
For the first time in the history of
the postseason format, the ACC might
occupy the spotlight in determining
the makeup of the playoff.
Here’s how the top four would look
today, followed by the four teams just
on the outside:
1. Alabama: No longer the winnertake-all matchup some might’ve expected in the preseason, Alabama’s scheduled game against LSU this week
is instead a pairing of the nation’s No. 2
offense against the No. 116 defense.
2. Notre Dame: Prior to Saturday
night, Notre Dame’s last win against a
No. 1 opponent came against Florida
State in 1993. The Irish followed that
with a shocking 41-39 loss to Boston
College. Up next for the Irish: BC.
3. Ohio State: In 20 games with
Ryan Day as the permanent head
coach, the Buckeyes have scored 72
touchdowns on 93 trips to the red
zone, a 77.4% touchdown rate.
4. Clemson: When was the last time
Clemson allowed 500 yards of offense to
an ACC opponent? Louisville in 2016.
The last time Clemson allowed at least
200 yards rushing and 300 passing?
Against Georgia to open the ’13 season.
Lurking
5. Texas A&M: The Aggies’ 7.36 yards
per play in Saturday’s 48-3 win against
South Carolina was the program’s highest per-play average against a Southeastern Conference opponent under Jimbo Fisher.
6. Florida: Kyle Trask played his way
into Heisman Trophy contention after
throwing for four TDs in the big win
against Georgia, making him the first
quarterback in SEC history to toss at
least four scores in five games in a row.
7. Cincinnati: The Bearcats limited
Houston to 282 yards of offense and 3.3
yards per carry in the latest dominant
performance from one of the nation’s
best defenses.
8. Indiana: A combined 2-61 since
1968 against Penn State and Michigan,
the Hoosiers are 2-0 against those blue
bloods in 2020 and on the verge of the
program’s most successful finish since
1967.
At this point, there’s no team worthy
of moving ahead of Clemson and into
the top four. Along with the fact that it
took two overtimes, a factor to consider
when weighing how the Tigers will be
viewed for the playoff is how the selection committee will weigh the missing pieces during Saturday’s loss.
Will the committee give Clemson
credit for nearly winning without Lawrence under center? Maybe, though the fact that D.J. Uiagalelei set a singlegame record for passing yards against Notre Dame does damage to that case.
The losses on defense were far more
important. Down pieces up front, multiple linebackers and hurting for proven depth, Clemson’s typically outstanding
unit was eventually worn down by Ian
Book and the Notre Dame offense.
Brigham Young will also test the
committee. Beating Boise State handily
helps the Cougars’ case, but the committee won’t be too impressed by the team’s overall strength of schedule. In
the end, however, BYU’s high quality of
play could be too much to ignore.
Notre Dame linebacker Jeremiah Owusu-Koramoah celebrates a touchdown against Clemson on Saturday night. MATT CASHORE/USA TODAY SPORTS Newcomers lurk
on edge of playoff
Paul Myerberg
USA TODAY
American Athletic Conference
Conference All Games
W L W L
Cincinnati 4 0 6 0
Tulsa 3 0 3 1
SMU 4 1 7 1
Memphis 3 2 4 2
UCF 3 2 4 2
Navy 3 2 3 4
Houston 2 2 2 3
Tulane 2 4 4 4
Temple 1 4 1 4
East Carolina 1 4 1 5
South Florida 0 5 1 6
Atlantic Coast Conference
Conference All Games
W L W L
Notre Dame 5 0 7 0
Clemson 6 0 7 1
Miami 5 1 6 1
North Carolina 5 2 5 2
Virginia Tech 4 2 4 3
Wake Forest 3 2 4 2
Boston College 4 3 5 3
NC State 4 3 4 3
Pittsburgh 3 4 4 4
Virginia 2 4 2 4
Georgia Tech 2 4 2 5
Florida St. 1 5 2 5
Louisville 1 5 2 5
Duke 1 6 2 6
Syracuse 1 6 1 7
Big 12 Conference
Conference All Games
W L W L
Iowa St. 5 1 5 2
Oklahoma St. 4 1 5 1
Oklahoma 4 2 5 2
Texas 4 2 5 2
Kansas St. 4 2 4 3
West Virginia 3 3 4 3
TCU 3 3 3 3
Baylor 1 4 1 4
Texas Tech 1 5 2 5
Kansas 0 6 0 7
Big South Conference
Conference All Games
W L W L
Campbell 0 0 0 4
Charleston Southern 0 0 0 0
Gardner-Webb 0 0 0 0
Hampton 0 0 0 0
Kennesaw St. 0 0 0 0
Monmouth (NJ) 0 0 0 0
North Alabama 0 0 0 3
Big Ten Conference East
Conference All Games
W L W L
Indiana 3 0 3 0
Ohio St. 3 0 3 0
Maryland 2 1 2 1
Michigan 1 2 1 2
Michigan St. 1 2 1 2
Rutgers 1 2 1 2
Penn St. 0 3 0 3
West
Conference All Games
W L W L
Northwestern 3 0 3 0
Purdue 2 0 2 0
Wisconsin 1 0 1 0
Iowa 1 2 1 2
Minnesota 1 2 1 2
Illinois 0 3 0 3
Nebraska 0 2 0 2
Conference USA East
Conference All Games
W L W L
Marshall 3 0 6 0
FAU 3 1 3 1
Charlotte 2 1 2 3
Middle Tennessee 2 3 2 5
W. Kentucky 1 3 2 6
FIU 0 1 0 3
Old Dominion 0 0 0 0
West
Conference All Games
W L W L
UAB 2 1 4 3
Louisiana Tech 3 2 4 3
Rice 1 1 1 1
UTSA 2 2 4 4
North Texas 1 2 2 3
Southern Miss. 1 2 2 5
UTEP 0 2 3 3
Mid-American Conference
East
Conference All Games
W L W L
Buffalo 1 0 1 0
Kent St. 1 0 1 0
Miami (Ohio) 1 0 1 0
Akron 0 1 0 1
Bowling Green 0 1 0 1
Ohio 0 1 0 1
West
Conference All Games
W L W L
Cent. Michigan 1 0 1 0
Toledo 1 0 1 0
W. Michigan 1 0 1 0
Ball St. 0 1 0 1
E. Michigan 0 1 0 1
N. Illinois 0 1 0 1
Missouri Valley Conference
Conference All Games
W L W L
N. Dakota St. 0 0 1 0
S. Illinois 0 0 1 0
Illinois St. 0 0 0 0
Indiana St. 0 0 0 0
Missouri St. 0 0 0 3
N. Iowa 0 0 0 0
North Dakota 0 0 0 0
S. Dakota St. 0 0 0 0
South Dakota 0 0 0 0
W. Illinois 0 0 0 0
Youngstown St. 0 0 0 0
Mountain West Conference
West
Conference All Games
W L W L
Nevada 3 0 3 0
San Jose St. 3 0 3 0
Fresno St. 2 1 2 1
Hawaii 2 1 2 1
San Diego St. 2 1 2 1
UNLV 0 3 0 3
Mountain
Conference All Games
W L W L
Boise St. 2 0 2 1
Colorado St. 1 1 1 1
Wyoming 1 2 1 2
Air Force 0 2 1 2
New Mexico 0 2 0 2
Utah St. 0 3 0 3
Ohio Valley Conference
Conference All Games
W L W L
Jacksonville St. 0 0 3 1
E. Kentucky 0 0 2 5
Austin Peay 0 0 0 3
E. Illinois 0 0 0 0
Murray St. 0 0 0 0
SE Missouri 0 0 0 1
Tennessee St. 0 0 0 0
Tennessee Tech 0 0 0 0
UT Martin 0 0 0 0
Pacific-12 Conference North
Conference All Games
W L W L
Oregon 1 0 1 0
Washington St. 1 0 1 0
California 0 0 0 0
Oregon St. 0 1 0 1
Stanford 0 1 0 1
Washington 0 0 0 0
South
Conference All Games
W L W L
Colorado 1 0 1 0
Southern Cal 1 0 1 0
Arizona 0 0 0 0
Arizona St. 0 1 0 1
UCLA 0 1 0 1
Utah 0 0 0 0
Southeastern Conference
East
Conference All Games
W L W L
Florida 4 1 4 1
Georgia 4 2 4 2
Missouri 2 3 2 3
Kentucky 2 4 2 4
South Carolina 2 4 2 4
Tennessee 2 4 2 4
Vanderbilt 0 5 0 5
West
Conference All Games
W L W L
Alabama 6 0 6 0
Texas A&M 5 1 5 1
Auburn 4 2 4 2
Arkansas 3 3 3 3
LSU 2 3 2 3
Mississippi 2 4 2 4
Mississippi St. 2 4 2 4
Southern Conference
Conference All Games
W L W L
Chattanooga 0 0 0 1
ETSU 0 0 0 0
Furman 0 0 0 0
Mercer 0 0 0 3
Samford 0 0 0 0
The Citadel 0 0 0 4
VMI 0 0 0 0
W. Carolina 0 0 0 0
Wofford 0 0 0 0
Southland Conference
Conference All Games
W L W L
Stephen F. Austin 1 0 5 3
Cent. Arkansas 0 0 4 4
Houston Baptist 0 0 1 3
Abilene Christian 0 1 1 4
Incarnate Word 0 0 0 0
Lamar 0 0 0 0
McNeese St. 0 0 0 0
Nicholls 0 0 0 0
Northwestern St. 0 0 0 0
SE Louisiana 0 0 0 0
Sam Houston St. 0 0 0 0
Sun Belt Conference East
Conference All Games
W L W L
Coastal Carolina 5 0 7 0
Appalachian St. 3 0 5 1
Georgia Southern 3 2 5 2
Troy 2 2 4 3
Georgia St. 2 3 3 3
West
Conference All Games
W L W L
Louisiana-Lafayette 4 1 6 1
South Alabama 2 2 3 4
Arkansas St. 1 4 3 5
Texas State 1 4 1 8
Louisiana-Monroe 0 5 0 8
Major Independents W L
BYU 8 0
Liberty 7 0
Army 6 1
New Mexico St. 0 0
UConn 0 0
UMass 0 2
COLLEGE FOOTBALL CONFERENCE STANDINGS
230
Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for
Playground and Water Play Equipment with Related
Accessories and Services to result in a contracting solution for use by its Participating Entities.
Sourcewell Participating Entities include thousands of
governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada.
A full copy of the Request for Proposals can be
found on the Sourcewell Procurement Portal
https://proportal.sourcewell-mn.gov.
Only proposals submitted through the Sourcewell
Procurement Portal will be considered.
Proposals are due no later than January 5, 2021, at 4:30pm Central Time, and late proposals will not be considered.
NOTICES
PUBLIC NOTICE
usat-usatnonbus-100074451-sourcewell-(formerly-display-public-notice-16548.indd 1 11/5/20 3:55 PM 231
232
233
The
New York State
Contract Reporter
This document printed
Monday, 11/09/2020
NYS' official source of contracting opportunities
Bringing business and government together
Contracting Opportunity
* * * This ad has not been published. It has been reviewed and pending publication. * * * Title: Playground and Water Play Equipment with Related Accessories and Services Agency: Sourcewell
Division: Procurement Department
Contract Number: 010520
Contract Term: 4 years, with potential 1 year extension Date of Issue: 11/10/2020
Due Date/Time: 01/05/2021 4:30 PM
Central Time
County(ies): All NYS counties
Classification: Educational & Recreational - Commodities Opportunity Type: General
Entered By: Chris Robinson
Description: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Playground and Water Play Equipment with Related Accessories and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal .sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than January 5, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.
Service-Disabled Veteran-Owned Set Aside: No
1 of 2
234
Contact Information
Primary contact: Sourcewell
Procurement Department
Kim Austin
Procurement Lead Analyst
202 12th Street NE
P.O. Box 219
Staples, MN 56479
United States
Ph: 218-895-4161
[email protected]
Submit to contact: Sourcewell
Procurement Department
Kim Austin
Procurement Lead Analyst
202 12th Street NE
P.O. Box 219
Staples, MN 56479
United States
Ph: 218-895-4161
[email protected]
© 2020, Empire State Development http://www.esd.ny.gov/ 2 of 2
235
236
237
Proposal Opening Record
Date of opening:January 5, 2021
Sourcewell posted Request for Proposal #010521, for the procurement of Playground and Water Play Equipment with Related Accessories and Services, on the Sourcewell Procurement Portal [proportal.sourcewellͲmn.gov] on Tuesday, November 10, 2020, and the solicitation remained in an open status within the portal until January 5, 2021, at 4:30 pm CT. The RFP required that all proposals be submitted through the Sourcewell Procurement Portal no later than 4:30 pm CT on January 5, 2021, the date and time specified in the Solicitation Schedule.
The undersigned certify that all responses received on Request for Proposal #010521 were submitted through the Sourcewell Procurement Portal, and that each Proposer’s response material was digitally sealed upon submission and remained inaccessible until the due date and time specified in the Solicitation Schedule.
Responses were received from the following:
ABC WATER PRODUCTS, INC.ͲSubmitted 12/30/20 at 6:37:54 AM AquaWorx, Inc.ͲSubmitted 1/04/21 at 9:14:51 AM
BCI Burke Company, LLCͲSubmitted 1/05/21 at 9:24:22 AM Berliner Seilfabrik Play Equipment CorporationͲSubmitted 1/05/21 at 3:15:28 PM Columbia Cascade CompanyͲSubmitted 1/05/21 at 1:59:57 PM CXT, Inc.ͲSubmitted 1/04/21 at 1:19:37 PM
Ecore InternationalͲSubmitted 12/22/20 at 3:42:29 PM
Henderson Recreation Equipment, LimitedͲSubmitted 1/04/21 at 8:53:07 AM Industrial Shadeports, Inc.ͲSubmitted 1/05/21 at 8:58:33 AM Keystone Ridge Designs, Inc.ͲSubmitted 1/04/21 at 2:46:38 PM Landscape Structures, Inc.ͲSubmitted 1/05/21 at 2:56:03 PM North West RubberͲSubmitted 1/05/21 at 12:18:57 PM
PlayPowerͲSubmitted 1/05/21 at 4:13:14 PM
Prophet Corp.ͲSubmitted 1/05/21 at 1:25:02 PM
Public Restroom CompanyͲSubmitted 1/04/21 at 7:45:28 PM Raindrop Products, LLCͲSubmitted 1/05/21 at 12:46:52 PM Rubbercycle, LLCͲSubmitted 1/04/21 at 7:20:16 PM
RyͲLecia Corp.ͲSubmitted 12/23/20 at 7:22:41 AM
238
Saris Cycling GroupͲSubmitted 1/05/21 at 2:09:39 PM
SofSurfaces, Inc.ͲSubmitted 1/05/21 at 12:39:03 PM
The Fountain PeopleͲSubmitted 1/05/21 at 2:44:21 PM
The Recreational GroupͲSubmitted 1/05/21 at 9:18:30 AM TLMV, Inc. dba American Fence CompanyͲSubmitted 1/05/21 at 3:10:39 PM Vortex USAͲSubmitted 1/05/21 at 7:40:03 AM
Waterplay SolutionsͲSubmitted 1/05/21 at 1:13:40 PM
The Proposals were opened electronically, and a list of all Proposers was made publicly available in the Sourcewell Procurement Portal, on January 5, 2021, at 4:31:19 PM CT. All responsive proposals were then submitted for review by the Sourcewell Evaluation Committee. _________________________________________________________________ Kim Austin, CPPB, Procurement Lead AnalystCarol Jackson, Procurement Analyst
239
ABC WATER PRODUCTS
INC AquaWorx, Inc. BCI Burke Company, LLC
Berliner Seilfabrik Play
Equipment Corporation
Columbia Cascade
Company CXT Inc Ecore International
Henderson Recreation
Equipment Limited Industrial Shadeports Inc.
Keystone Ridge Designs,
Inc. Landscape Structures Inc. North West Rubber PlayPower Possible Points
Conformance to RFP
Requirements 50 32 39 42 37 37 35 37 41 35 43 44 41 43
Pricing 400 322 335 329 278 308 344 323 322 334 336 330 325 342Financial Viability andMarketplace Success 75 49 54 66 54 51 61 60 57 52 62 66 56 68Ability to Sell and Deliver Service 100 69 81 83 71 65 78 78 78 65 81 83 80 87
Marketing Plan 50 36 42 43 35 37 39 38 37 38 42 43 37 44Value Added Attributes 75 45 59 65 57 57 63 60 61 62 63 67 56 67Warranty 50 42 43 44 42 39 38 40 44 43 42 42 41 43Depth and Breadth of Offered Equipment,Products, or Services 200 156 155 166 147 148 123 141 154 135 144 177 138 178 Total Points 1,000 751 808 838 721 742 781 777 794 764 813 852 774 872Rank Order 20 10 5 23 22 14.5 16 13 19 8 2 17 1 Prophet Corp.
Public Restroom
Company Raindrop Products LLC Rubbercycle LLC RyͲLecia Corp Saris Cycling Group SofSurfaces, Inc The Fountain People The Recreational Group TLMV Inc dba American
Fence Company Vortex USA Waterplay Solutions
Possible Points
Conformance to RFP
Requirements 50 42 38 41 37 36 36 43 36 41 37 41 44
Pricing 400 332 316 343 330 259 328 333 311 346 307 299 341 Financial Viability andMarketplace Success 75 58 62 64 60 51 56 62 60 57 49 64 64 Ability to Sell and Deliver
Service 100 78 73 83 80 60 74 85 76 76 62 84 82
Marketing Plan 50 44 43 45 36 30 40 44 40 42 37 43 43
Value Added Attributes 75 62 61 66 60 34 60 65 58 58 52 62 67 Warranty 50 45 43 43 43 37 41 46 43 42 42 40 42
Depth and Breadth of
Offered Equipment,Products, or Services 200 158 130 166 151 136 115 148 157 147 134 166 164 Total Points 1,000 819 766 851 797 643 750 826 781 809 720 799 847 Rank Order 7 18 3 12 25 21 6 14.5 9 24 11 4
Kim Austin, MBA, CPPB, Procurement Lead Analyst Michael Muñoz, CPPB, Procurement Analyst Carol Jackson, Procurement Analyst Beverly Hoemberg, Procurement Analyst Proposal Evaluation
Playground and Water Play Equipment with Related Accessories and Services RFP #010521
240
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0064 Agenda Date: 3/17/2025 Agenda #: 8.
Agenda Item Wording:
Accela Automation Permit System Migration to Cloud Services - Authorize the City Manager to execute the contract with Accela Inc for services related to the migration of the self-hosted permit system to an Accela Cloud based application at a cost not to exceed $114,100 and enter into a seven -year maintenance agreement at a cost not to exceed $2,236,605 over the seven year period; and appropriate $193,200 for FY 25/26.
Deadline for Action: 3/17/2025
Submitting Department: Community Development
Contact Name and Phone Number:
Jason Huckleberry, Director of Engineering & Building, (559) 713-4495, [email protected] <mailto:[email protected]> Brian Kootstra, Information Systems Supervisor, (559) 713-4477, [email protected] <mailto:[email protected]>
Department Recommendation:
Staff recommends authorizing the City Manager to execute the contract with Accela Inc for services related to the migration of the currently self-hosted permit system to an Accela Cloud based application (Software as a Service - SaaS) at a cost not to exceed $114,100 and enter into a sevenyear maintenance agreement at a cost not to exceed $2,236,605 over the seven year period; and appropriate $193,200 in FY 25/26 for the first year of maintenance from the Building Safety Fund.
Background Discussion:
The Accela Automation permit system is the centerpiece of the City’s permit services program, handling everything from building permits, Fire Prevention inspections, and Neighborhood Preservation record management. As such, the permit system is utilized by numerous departments within the City including Engineering and Building, Planning and Community Preservation, and the Fire Department.
In 2018 the current Accela Automation system went live utilizing a “self-hosted” system whereby the permit system is stored and operated locally, on City owned/operated hardware. In 2023 Accela Inc. notified the City that self-hosted and/or on-premise installations would no longer be supported, requiring the City to migrate to their cloud hosted environment known as Software as a Service (SaaS). Deciding to stay self-hosted would correlate to the City losing all system support from Accela Inc. This means that routine software upgrades would no longer be possible and all system issues would need to be handled by City MIS staff directly. Failure to migrate to the Accela cloud services would lead to our permit system becoming obsolete, propelling the City to seek a major system upgrade far earlier than anticipated.
By entering into this contract, Accela Inc would begin working with the City’s MIS division to convert Visalia City Council Page 1 of 4 Printed on 3/13/2025
powered by Legistar™241
File #: 25-0064 Agenda Date: 3/17/2025 Agenda #: 8.
By entering into this contract, Accela Inc would begin working with the City’s MIS division to convert existing data and system programs currently on City infrastructure over to Accela’s SaaS Cloud service. The process is expected to take up to 9 months.
Once completed, migration to the SaaS cloud will have no impact on the public that utilize these services. The Accela Automation system will appear and function the same for the public.
Additionally, minimal system interruptions are expected during the migration process. The one time cost to upgrade is $114,100.
Annual Maintenance
As part of the cloud conversion, the City will need to address a change in software maintenance support that will be provided by Accela Inc. The proposed seven-year agreement is intended to provide the best possible pricing for maintenance, terms are as follows:
Fiscal Year 25/26 (Year 1) - $ 266,458
Fiscal Year 26/27 (Year 2) - $ 282,445
Fiscal Year 27/28 (Year 3) - $ 299,392
Fiscal Year 28/29 (Year 4) - $ 317,356
Fiscal Year 29/30 (Year 5) - $ 336,397
Fiscal Year 30/31 (Year 6) - $ 356,581
Fiscal Year 31/32 (Year 7) - $ 377,976
Total $2,236,605
Overall, maintenance and support within the Accela cloud is costlier, but it comes with better benefits.
Under maintenance within the Accela cloud environment program upgrades are automatic and included within the service agreement. This is a deviation from our current self-hosted maintenance contracts whereby the City had to turn to a third-party consultant to assist the City through the system upgrade process. In the case of system upgrades, this City will save the consultant costs under the new cloud maintenance program.
Accela Permit System History
The Accela permit system was approved at Council in June 2016, starting a nearly two-year implementation process and going live in May of 2018. The new system gave the City a multitude of features that the previous system did not, including improved workflow access and tracking, digital document archiving, updated inspection features, and most importantly the ability to perform digital plan review and permit processing. Using the new system, the City went to a 100% electronic plan review format in May of 2018, allowing applicants to submit electronic files and save on having numerous plan sets printed. This conversion to electronic plan review and permit processing was critical during the Covid pandemic and allowed for the City’s permit process to be largely unimpacted.
The City of Visalia permit tracking system originated with a platform designed by Sierra Computers Systems, a company founded in Visalia CA. Sierra Computers Systems created a specialized permit system based on the needs of Tulare County called Permits Plus. Sierra Computer Systems, and the permit system created in Visalia became a nationally recognized brand and was considered the gold standard for permitting systems. As a result, Sierra Computer Systems and Permits Plus were purchased by the Accela Corporation in 2000. Prior to the 2018 upgrade, the City used the Permits Plus Software by Accela, which was procured in 1998 from Sierra Computer Systems.
Visalia City Council Page 2 of 4 Printed on 3/13/2025
powered by Legistar™242
File #: 25-0064 Agenda Date: 3/17/2025 Agenda #: 8.
Fiscal Impact:
The Building Safety Division budgeted for this Accela Cloud migration during the previous budget cycle, establishing a capital project to ensure funds were allocated appropriately.
Upgrade Project
Upgrade Project Budget (CIP 0719) $660,000
Accela Inc Cloud Migration Cost $114,100
Project Surplus $545,900*
*Note: Surplus Funds may be used to contract for additional custom reports.
Maintenance
Operating Budget (Software Maintenance) $ 73,300
FY 25/26 (Year 1) Maintenance Cost $266,500
Deficit $193,200
Future years of maintenance will be budgeted within the Building Safety Division’s operational budget beginning with the FY 2026/27 budget.
Prior Council Action:
June 6, 2016 - Council approved the City entering into a contract with Accela Inc and Truepoint Solutions for the purchase and implementation of a new permit system for the Community Development Department for a total amount not to exceed $959,000 Other: None
Alternatives: Council may elect to deny moving the current on-premise system to the Accela Cloud based system. If the Accela system is kept on-premise, we will no longer be eligible to receive Accela maintenance going forward, nor will we be eligible for routine software upgrades. This will likely lead to our permit system becoming obsolete and propelling the City to seek a major system upgrade far earlier than anticipated.
Recommended Motion (and Alternative Motions if expected):
I move to authorize the City Manager to execute the contract with Accela Inc for services related to the migration of the on-premises permit system to an Accela Cloud based application at a cost not to exceed $114,100 and enter into a seven-year maintenance agreement at a cost not to exceed $2,236,605 over the seven year period; appropriate $193,200 from the Building Safety Fund.
Environmental Assessment Status: Not applicable
CEQA Review: None required
Attachments:
1. Accela Agreement & Statement of Work
2. Accela Maintenance Order Form and Agreement
3. Accela Consulting Services Policy
4. Accela Data Storage Policy
5. Accela Service Availability and Security Policy
6. Accela Software Support Services Policy
7. Accela Subscription Services Agreement
Visalia City Council Page 3 of 4 Printed on 3/13/2025
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File #: 25-0064 Agenda Date: 3/17/2025 Agenda #: 8.
8. Accela Sole Source
Visalia City Council Page 4 of 4 Printed on 3/13/2025
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Statement of Work Page 1 of 10
Proprietary and Confidential
Statement of Work
Visalia, California
SaaS Migration Services
1/9/2025
Version 1.2
Accela, Inc.
2633 Camino Ramon
Suite 120
San Ramon, CA 94583
Tel: 925-659-3200
245
Statement of Work Page 2 of 10
Proprietary and Confidential
TABLE OF CONTENTS
TABLE OF CONTENTS ..................................................................................................................................................................... 2 DOCUMENT CONTROL .................................................................................................................................................................... 3 INTRODUCTION ................................................................................................................................................................................ 4 OVERVIEW............................................................................................................................................................................................ 4 SCOPE OF SERVICES...................................................................................................................................................................... 4 WORK DESCRIPTION............................................................................................................................................................................. 4 OUT OF SCOPE................................................................................................................................................................................. 5 PROJECT ASSUMPTIONS ............................................................................................................................................................... 5 GENERAL PROJECT ASSUMPTIONS........................................................................................................................................................ 5 INTEGRATION ASSUMPTIONS ................................................................................................................................................................. 6 PROJECT TIMELINE ............................................................................................................................................................................... 6 PROJECT COMPLETION.......................................................................................................................................................................... 6 PROJECTS PUT ON HOLD...................................................................................................................................................................... 6 PAYMENT TERMS............................................................................................................................................................................. 6 PAYMENT SCHEDULE ............................................................................................................................................................................ 6 EXPENSES............................................................................................................................................................................................ 6 CONTRACT SUM.................................................................................................................................................................................... 6 ADMINISTRATION............................................................................................................................................................................. 7 CHANGE ODERS ................................................................................................................................................................................... 7 EXPIRATION.......................................................................................................................................................................................... 7 DISCLAIMERS........................................................................................................................................................................................ 7 SIGNATURES .................................................................................................................................................................................... 8 APPENDIX A: CHANGE ORDER FORM........................................................................................................................................... 9 SIGNATURE AND ACCEPTANCE............................................................................................................................................................... 9 246
Statement of Work Page 3 of 10
Proprietary and Confidential