Visalia City Council
May 18, 2026

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
Visalia City Council
707 W. Acequia
Visalia, CA 93291
City Council Chambers7:00 PMMonday, May 18, 2026

ROLL CALL
CALL TO ORDER WORK SESSION - 5:30 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. Downtown Visalia Property and Business Improvement
District Annual Report - Receive the 2026 Annual Operations Report for the organization.
25-0812
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 PASTOR AUSTIN KAMMERAAD, VISALIA CHRISTIAN

REFORM CHURCH

SPECIAL PRESENTATION / RECOGNITION
Kaweah Delta Health Care District Guild Resolution of Recognition Public Works Week Proclamation

PUBLIC COMMENTS

1 Visalia City Council Meeting Agenda - Final May 18, 2026 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. 25-0705

2. Award Design Contract - Authorize the City Manager to award a professional design services contract to Peters Engineering Group in the amount of $376,050 for the design of the Shirk Street widening over Mill Creek project.
25-0772

3. Purchase a solid waste replacement cab and chassis - Authorize the purchase of a new Peterbilt CNG cab and chassis from Coast Counties Peterbilt, Inc. through the Sourcewell Cooperative contract, and authorize Coast Counties Peterbilt to repair, refurbish, and install an existing solid waste body on the new cab and chassis in the amount of $331,189.56, and approve the appropriation of funds from the Solid Waste Fund .
25-0774

4. Record Final Parcel Map - Request authorization to record the final parcel map for Tentative Parcel Map No. 2024-11, located east of the East Prospect Avenue and North Cain Street
intersection (APN: 098-470-001).
25-0788

2 Visalia City Council Meeting Agenda - Final May 18, 2026

5. Record Final Subdivision Map - Request authorization to record the final map for Pearl Woods Phase 2 subdivision, located at the southwest corner of McAuliff Street and Cherry Avenue (89 Lots); and, request authorization to initiate proceedings for annexation to Landscape and Lighting Assessment District No. 25-06 “Pearl Woods”, and ordering the improvements and the annexation to Assessment District No. 25-06 “Pearl Woods”. (Resolution Nos. 2026-25 and 2026-26 required).
25-0791

6. Award professional services contract for senior meals- Authorize City Manager to enter into a professional services contract with The Smokin Burrito to provide food services for the Visalia Senior Center Lunch Program for a twelve (12) month period with options to extended annually thereafter for four (4) consecutive one-year periods, a potential of five (5) years total. 25-0794

7. Award a contract for disposal of Class B biosolids - Authorize the City Manager to award a contract to Holloway Environmental Solutions for the disposal of Class B biosolids generated at the Visalia Water Reclamation Facility for a one-year term, with four annual renewal options, with an initial not-to-exceed amount of $250,000 and a total contract limit of $1,350,000 over the five-year term and appropriate $450,000 from the Wastewater Fund. 25-0795

8. Development Reimbursement Agreement - Authorize the City Manager to execute the reimbursement agreement with Self-Help Enterprises for master plan storm drain improvements associated with the Crescent Meadows senior affordable housing project located along the west side of Highland Street, north of Ferguson Avenue.
25-0796

9. Developer Reimbursement Agreement - Authorize the City Manager to execute the reimbursement agreement with San Joaquin Valley Homes for the construction of the Shirk Street sanitary sewer trunkline from Walnut Avenue to Noble Avenue and the decommissioning of the existing force main and lift station, in the amount of $4,178,323.62 with modified payment terms. 25-0799

10. Record Final Map - Request authorization to record the final map for Shepherds Ranch II Phase 2, located on the east side of Clancy Road, approximately ¼ mile south of West Goshen Avenue (68 lots).
25-0809

11. Fiscal Year 2025-26 State budget funding request - Confirm the submittal of a State budget funding request of Senator Melissa Hurtado in the current 2025-26 Fiscal Year for the replacement of a fire apparatus.
25-0817

3 Visalia City Council Meeting Agenda - Final May 18, 2026

12. Measure R Citizens Advisory Committee appointment - recommendation to the Tulare County Transportation Authority for the appointment of Rick Eastes as the City of Visalia representative on the Measure R Citizens Advisory Committee.
25-0818

13. Reappointment to the Tulare Mosquito Abatement District - reappointment of Charles Mayer as the Visalia representative on the Tulare Mosquito Abatement District Board of Trustees for a two-year term ending June 30, 2028.
25-0820

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.

1. Tulare Avenue Paving Project Presentation - Review and provide direction to staff for the proposed bike lane configuration for the Tulare Avenue pavement rehabilitation project (Roeben Street to Demaree Street); receive a presentation on community feedback, construction impacts, traffic detours, and resident impacts and review construction phasing plan and impacts. 25-0726

CLOSED SESSION REPORT

ADJOURNMENT

UPCOMING CITY COUNCIL MEETINGS

1. Upcoming City Council Meetings
Monday, June 1, 2026 @ 7:00 p.m. at 707 W. Acequia
Monday, June 15, 2026 @ 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.
25-0707

4 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0812 Agenda Date: 5/18/2026 Agenda #: 1.

Agenda Item Wording:

Downtown Visalia Property and Business Improvement District Annual Report - Receive the 2026 Annual Operations Report for the organization.

Agenda Date: 05/18/2026
Prepared by:

Nichol Ritchie, Finance Manager, (559) 713-4379, [email protected], Ruth Pena, Financial Analyst (559) 713-4327, [email protected], Renee Nagel, Finance & Technology Director, (559) 713-4375 [email protected] Department Recommendation:

It is recommended the City Council receive the Annual Operations Report for the Downtown Visalia Property and Business Improvement District (DTVPBID), provide comment and direction as appropriate.

Summary:

This item provides an overview of the Downtown Visalia Property and Business Improvement District (DTVPBID) annual operations, financial activity, assessment history, and proposed assessment structure for the 2027 tax year. Included in the report are summaries of district revenues and expenditures, fund balances, assessment collections, reporting requirements under PBID Law, and the projected long-term impact of assessment decisions through the remainder of the current Management District Plan (MDP) term ending in 2029. The DTVPOA Board reviewed the possibility of an assessment increase and is recommending no increase to DTVPBID assessments for the 2027 tax year. As a result, current assessment amounts will remain unchanged for 2027.

Background Discussion:

The Downtown Visalia Property and Business Improvement District (DTVPBID) is an assessment district which provides activities and improvements to Downtown property owners. DTVPBID was created in 1998 and has been extended by ballot of the affected property owners ever since. The DTVPBID is in its 5th iteration, and the current duration is January 1, 2020, through December 31, 2029. In accordance with the DTVPBID Management District Plan (MDP), the City has contracted with the Downtown Visalia Property Owner’s Association (DTVPOA) for the administration of the DTVPBID, and the DTVPOA has subcontracted this administration to Downtown Visalian’s, Inc.

The DTVPBID is required to submit the annual operations report by May 31st each year in accordance with the Property and Business Improvement District Law of 1994 (PBID Law) and the current agreement between the City and the DTVPOA. The attached report (Attachment A) summarizes past, current, and planned activities, improvements, and the financial state of the DTVPBID. The report must also include any proposed assessment increases. No increase is proposed for the 2027 tax year, and this recommendation is discussed in this agenda item. The Visalia City Council Printed on 5/15/2026Page 1 of 6
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council’s role, according to PBID Law, is to review the attached report to ensure consistency with the Management District Plan (MDP) and make any changes that it deems necessary to ensure compliance with the MDP as balloted by the affected property owners.

The MDP establishes the maximum annual increase permitted for assessments within the DTVPBID.

To accommodate increases associated with California minimum wage adjustments occurring through January 2022, the MDP allowed annual increases of 10% through the third year of the plan (2022).

Beginning in year four (2023), annual increases were limited to a maximum of 5% for the remainder of the plan term. Although the MDP allows for a maximum increase of 5% for the 2027 tax year, the DTVPOA Board is recommending no increase to assessment rates for 2027 for a second year in a row. Therefore, the current assessment amounts will remain unchanged for the 2027 tax year, as shown in Table 1: Summary of Proposed 2027 DTVPBID Assessment.

Table 1: Summary of Proposed 2027 DTVPBID Assessment
Description City of Visalia All Others Total Assessments 2025 PBID Assessment 156,245$ 524,503$ 680,749$ No Proposed Increase - - - 2026 PBID Assessment 156,245$ 524,503$ 680,749$ Although none is proposed, any assessment increase approved, or changes directed by Council tonight would be included in the June 1, 2026, agenda item for the Tax Roll process.

Additional Information:

DTVPBID V Formation: Since 1998, the DTVPBID has collected assessments under PBID Law to provide funding for improvements and activities to preserve and enhance the economic condition of Downtown Visalia. The 5th iteration of the DTVPBID was formed on July 15, 2019, by a ballot of the owners of property located within the district and began on January 1, 2020. As prescribed by the current MDP, administration of the DTVPBID is being performed by the Downtown Visalia Property Owners Association (DTVPOA) under a management agreement approved by City Council on December 3, 2019. As required by PBID Law, and included in the agreement with the DTVPOA, the annual operations report is to be prepared and presented to the City Council each year. The deadline of May 31st has been set to allow the inclusion of any assessment increases approved by Council in the annual Tax Roll process.

Reporting Requirement: The annual operations report is required by PBID Law, and the DTVPOA Management Agreement, to include certain information summarized by the following items excerpted from section 2.B. of the agreement. The full PBID Management Agreement is included as Attachment B to this item.

Agreement Section 2.B.

B. Prepare and provide to the City, for review by the City Council, an annual operations report for all matters covered under this Agreement on or prior to May 31, 2020, and thereafter no later than May 31st of each year. Such annual report shall include financial summaries to be provided in the format set Visalia City Council Printed on 5/15/2026Page 2 of 6
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forth in Exhibit A, and account for:
i. all actual revenue, activities and expenditures during the fiscal year of the district (January 1 through December 31) prior to the year of the report. ii. all to-date and projected revenue, activities and expenditures during the then current fiscal year; and
iii. a specific management plan, including operating budget, for the fiscal year following the year of the report. The specific management plan and budget for the following fiscal year shall specify the actual maintenance, activities and improvements proposed to be provided for in that year along with their estimated cost; and iv. shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies and include any additional information required under §36650(b) of the PBID Statute, such as:

1. Any proposed changes to the boundaries, benefit zones, or classification of property within the district.

2. The method and basis of levying assessments, including any proposed increases, in sufficient detail to allow property owners to estimate the amount of their individual assessments.

3. The estimated amount of any surplus or deficit revenues to be carried from previous fiscal years.

The estimated amount of any contributions to be made from sources other than district assessments.

The City Council shall review the report to ensure consistency with the Plan. In accordance with the provisions of PBID Statute, the City Council may approve the report as filed by the DVPOA or may modify any particular contained in the report and approve it as modified.

Report Elements
While the City is required by the MDP to contract with the DTVPOA for management of the DTVPBID, the power to modify any aspect of the annual report, prior to approval, lies with the City Council, with one notable exception. The City Council may not make or approve any changes that would prevent the DTVPBID from funding scheduled payments on any executed contract or debt service obligation.

This is the City Council’s opportunity to review the justification for any changes or assessment increases and hold the DTVPBID accountable for any controllable rising costs. Proposed items are intended to be reviewed by the City Council to ensure consistency with the MDP.

Financial and Budget Information: The report included in Attachment A contains a summary of receipts and disbursements for the 2025 Calendar Year (January 1-December 31) as well as the 2026 Budget which lists planned and projected revenues and disbursements. Expenditures that are summarized in the report comply with the Service Plan and Budget contained in section VI. of the Management District Plan (MDP).

PBID Fund (375) Balances: The City administers the collection of DTVPBID revenue through the annual tax roll process. Once collected, the funds are held in a separate Fund, pending quarterly payment requests from the POA. The projected fund balance for FY 25/26 for the PBID Fund (375) is Visalia City Council Printed on 5/15/2026Page 3 of 6
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$702,701 which includes assessments paid to DTV through December 31, 2025. As shown in Table 2: PBID V - Cash Balance assessments paid to DTV vary and are dependent on payment requests.

In addition, delinquent assessments are not recognized until they are paid. The table below provides a summary of the cash balance in the PBID V fund over the last 5 years.

Table 2: PBID V - Cash Balance
Fiscal Year July 1 to June 30*
2021/22 2022/23 2023/24 2024/25 2025/26*
Beginning Cash 228,126 344,312 424,475 505,084 546,497 PBID Assessments Collected 611,783 629,795 661,284 674,511 674,190 Assessments Paid to DTV (490,000) (550,000) (615,000) (665,000) (340,000) Investment Activity & Other 119 5,419 28,600 34,667 - Property Tax Admin Fees (479) (479) (478) (476) (237) Subtotal 349,549 429,046 498,881 548,786 880,450 Assessments Still Owed (2nd Installment)(5,237) (4,571) 6,203 (2,289) (177,749) Ending Estimated Cash Balance 344,312 424,475 505,084 546,497 702,701 *2025/26 is a partial year and reflects 12/31/2025 balance as of 4/21/26 The cash balance summary in Table 2 is based upon funds collected and paid out by the City and does not include any cash balances paid to the DTVPOA that may remain unspent. The annual report in Attachment A provides a summary of any DTVPBID balances held by the DTVPOA.

Plan Changes and Assessment Increases: The attached report submitted by DTVPOA (Attachment A) is accompanied by this staff report. The possibility of an increase was discussed by the POA Board on April 28, 2026, and the POA Board has recommended no increase in DTVPBID assessments for the 2027 tax year. The maximum annual inflationary increase allowed by the MDP was set at 10% for years two and three (2021 and 2022) and reduced to 5% for the remaining 7 years (2023 to 2029). This was due to the expectation that costs would continue to increase at a rate higher than 5% until mandated increases to the California Minimum Wage were completed in January 2022.

The maximum assessment increase allowed for the 2027 DTVPBID year is set by the MDP rather than by any Consumer Price Index (CPI) rate. For this reason, it is important to consider the justification for any requested increase in the DTVPBID assessments. To date, the DTVPBID assessment increases have exceeded the CPI for All Urban Consumers (CPI-U) provided by the Bureau of Labor Statistics. This is due to the increases built into the years 2021 and 2022 which were affected by the mandatory California minimum wage increase, which is not fully reflected in the CPI- U. Although the CPI-U increased 3.3% over the 12 months leading up to March of 2026, the DTPOA Board is recommending no increase in assessment amounts to minimize the lingering effect on downtown businesses already dealing with the increased prices resulting from the high inflation experienced in recent years. Any increase, or lack thereof, has a compounding effect on future DTVPBID years, changing the maximum assessment which can be achieved in the 10-year term of PBID V. Table 3: Maximum Assessment DTVPBID V - Years 2020-2029 below show the updated maximum assessment amounts based upon a 0% increase in 2027.

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Table 3: Maximum Assessment DTVPBID V - Years 2020-2029 As shown on page 8 of the MDP (Attachment C), the original maximum annual assessment was projected to reach $851,791 by the 2029 tax year. With the DTVPOA Board’srecommendation to implement no increase for the 2027 tax year, the projected maximum assessment for 2029 would be reduced to $750,526, representing a reduction of $101,265 from the original projected maximum assessment. All property assessments are brought before Council on June 1, 2026, as part of the Tax Roll process.

Fiscal Impact including annual maintenance and operating costs:

As shown above in Table 1: Summary of Proposed 2027 DTVPBID Assessment, no additional cost to the City’s combined assessments is proposed. If approved, the City contribution of $156,245 to the DTVPBID would remain the same for the 2027 tax year. Shown below, in Table 4: City DTVPBID Assessment Detail, is the breakdown of the payment between the General Fund, Convention Center, and Visalia Transit.

Table 4: City DTVPBID Assessment Detail
Description
General
Fund
Convention
Center
Visalia
Transit
Total
Assessments
2026 City PBID Assessment 108,241$ 39,002$ 9,002$ 156,245$ No Proposed Increase - - - -$ 2027 City PBID Assessment 108,241$ 39,002$ 9,002$ 156,245$ Prior Council Action:

July 15, 2019: DTVPBID V Ballot process and formation
December 3, 2019: Approval of Management Agreement with DTVPOA Annual Reports received, and Assessment Increases approved on:

May 18, 2020 (10% increase for 2021)
May 17, 2021 (10% increase for 2022)
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May 16, 2022 (5% increase for 2023)
May 15, 2023 (5% increase for 2024)
June 3, 2024 (2% increase for 2025)
June 3, 2025 (0% increase for 2026)
Alternatives: None
Recommended Motion (and Alternative Motions if expected):

I move to accept the Annual Operations Report for the Downtown Visalia Property and Business Improvement District and approve a zero percent (0.0%) increase in assessments for the 2027 tax year (or as amended by Council).

Environmental Assessment Status: N/\A
CEQA Review: N/A
Deadline for Action: 05/31/2026
Attachments:

Attachment A: Annual DTVPBID Operations Report
Attachment B: Current DTVPBID Management Agreement dated January 1, 2020 Attachment C:

DTVPBID Management District Plan & Engineer’s Report (MDP) Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☒
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☐
Infrastructure &
Growth
☒
Quality of
Life
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28 April 22, 2019
Prepared pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq.

DOWNTOWN VISALIA PROPERTY AND

BUSINESS IMPROVEMENT DISTRICT

MANAGEMENT DISTRICT PLAN & ENGINEER’S REPORT
2020-2029
29 Downtown Visalia PBID Management District Plan i

CONTENTS

I. Overview ................................................................................................................................................. 1 II. Impetus ................................................................................................................................................... 2 III. Background............................................................................................................................................. 3 IV. Accomplishments .................................................................................................................................. 4 V. Boundaries .............................................................................................................................................. 5 VI. Service Plan & Budget .......................................................................................................................... 6 A. Improvements and Activities 6
B. Annual Budget 6
C. Assessment Budget 7
D. Zone Assessment Budgets 8
E. Annual Maximum Assessment Budget 8

VII. Governance ............................................................................................................................................ 9 A. Owners’ Association 9
B. Brown Act & Public Records Act Compliance 9
C. Annual Report 9

VIII. Engineer’s Report ................................................................................................................................ 10 Appendix 1 – Maximum Annual Assessment Rates ......................................................................................... 21 Appendix 2 – PBID Law ....................................................................................................................................... 22 Appendix 3 – Parcel Assessment Calculations .................................................................................................. 34 Appendix 4 – Total Estimated Maximum Cost of Improvements, Maintenance, and Activities ............ 44 Appendix 5 – Services by Zone ............................................................................................................................ 45 Appendix 6 – Map .................................................................................................................................................. 46

Prepared by Civitas
www.civitasadvisors.com
(800)999-7781
30 April 22, 2019
Downtown Visalia PBID Management District Plan Page 1
I. OVERVIEW

Developed by a growing coalition of property owners, the Downtown Visalia Property and Business Improvement District ( DTVPBID) is a benefit assessment district whose main goal is to provide improvements and activities which constitute and convey a special benefit to assessed parcels. This approach has been used successfully in other cities throughout the country to provide special benefits to property owners, namely increased sales, attraction of new tenants, incr eased occupancies, and specifically increased property values. As required by state law, property owners have created this Management District Plan (Plan) to renew the DTVPBID.

Location: The DTVPBID generally includes parcels in the downtown area of the City of Visalia, as shown on the map in Section V.

Purpose: The purpose of the DTVPBID is to provide activities and improvements which constitute and convey a special benefit to assessed parcels. The DTVPBID will provide environmental enhancements, economic enhancements, and related administration programs directly and only to assessed parcels within its boundaries.

Budget: The DTVPBID annual assessment budget for the initial year of its ten (10) year operation is anticipated to be $ 500,291.13. The annual budget may be subject to an increase in assessment rates of no more than ten percent (10%) per year. The assessment funds will be supplemented by non -assessment funds (such as grants an d event income), so that the total budget for the initial year is estimated at $525,179.97.

Cost: The assessment rate (cost to the parcel owner) is based on parcel size and benefit zone.

The initial annual rate to each parcel is shown in the table below. Assessment rates may be subject to an increase of no more than ten percent (10%) per year for the second and third years of the renewed term and no more than five percent (5%) per year for the fourth through tenth years of the renewed term.

Initial Parcel Assessment Rates
Parcel Type Parcel Size (sq. ft.)
Benefit Zone Zone 1 Zone 2
Commercial $0.140 $0.045

Renewal: DTVPBID renewal requires submittal of petitions from property owners representing more than fifty percent (50%) of the total assessment. The “Right to Vote on Taxes Act” (also known as Proposition 218) requires a ballot vote in which more than fifty percent (50%) of the ballots received, weighted by assessment, be in support of the DTVPBID.

Duration: The DTVPBID will have a ten (10) year life beginning January 1, 2020 through December 31, 2029. Near the end of the term , the petition, ballot, and City Council hearing process must be repeated for the DTVPBID to again be renewed.

Management: The Downtown Visalia Property Owner's Association (the Association) will continue to serve as the Owners’ Association for the DTVPBID.
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Downtown Visalia PBID Management District Plan Page 2
II. IMPETUS

There are several reasons why now is the time to renew the DTVPBID. The most compelling reasons are as follows.

1. The Need to be Proactive in Determining the Future of Downtown Visalia.

In order to protect their investment, parcel owners must be partners in the process that determines the level and frequency of services, and how new improvements and development projects are implemented. The DTVPBID will allow these owners to lead and shape future services and improvements through the DTVPBID.

2. The Need to Attract New Business and Investment throughout Downtown Visalia.

If Downtown Visalia is to compete as a successful commercial district it must develop its own well- financed, proactive strategy to retain businesses and tenants as well as attract new busin ess and investment. The DTVPBID provides the financial resources to develop and implement a focused strategy that will work to prevent and fill vacancies and attract new tenants to all areas of the DTVPBID.

3. An Opportunity to Create a Private/Public Partnership with a Unified Voice for Downtown Visalia.

Because parcel owners would be investing financial resources through the DTVPBID, they will be looked upon as a strong partner in negotiations with the City. This partnership will have the ability to leverage the parcel owner’s investment with additional public investment in Downtown Visalia.

4. An Opportunity to Establish Private Sector Management and Accountability.

A non-profit, private organization formed for the sole purpose of improving Downtown Visalia will manage the services provided and the DTVPBID. Annual DTVPBID work plans and budgets are developed by a board composed of stakeholders that own property in the Downtown Visalia.

Improvements and activities provided by the DTVPBID are subject to private sector performance standards, controls, and accountability.

32 April 22, 2019
Downtown Visalia PBID Management District Plan Page 3
III. BACKGROUND

The International Downtown Association estimates that more than 1,500 Property and Business Improvement Districts (PBIDs) currently operate throughout the United States and Canada. PBIDs are a time-tested tool for property owners who wish to come together and obtain collective services which benefit their properties.

PBIDs provide supplemental services in addition to those provided by local government. They may also finance physical and capital improvements. These improvements and activities are conce ntrated within a distinct geographic area and are funded by a special parcel assessment. Services and improvements are only provided to those who pay the assessment.

Although funds are collected by the local government, they are then directed to a priv ate nonprofit.

The nonprofit implements services and provides day-to-day oversight. The nonprofit is managed by a Board of Directors representing those who pay the assessment, to help ensure the services meet the needs of property owners and are responsive to changing conditions within the PBID.

PBIDs all over the globe have been proven to work by providing services that improve the overall viability of commercial districts, resulting in higher property values, lease rates, occupancy rates, and sales volumes.

The DTVPBID will be renewed pursuant to a state law that took effect in January of 1995. The “Property and Business Improvement District Law of 1994,” which was signed into law by Governor Pete Wilson, ushered in a new generation of Property and Business Improvement Districts in California. Key provisions of the law include:

 Allows a wide variety of services which are tailored to meet specific needs of assessed properties in each individual PBID;
 Requires property owner input and support throughout the renewal process;  Requires written support on both a petition and ballot from property owners paying fifty percent (50%) of proposed assessments;
 Allows for a designated, private nonprofit corporation to manage funds and implement programs, with oversight from property owners and the City;  Requires limits for assessment rates to ensure that they do not exceed the amount owners are willing to pay; and
 Requires the PBID be renewed after a certain time period, making it accountable to property owners.

The “Property and Business Improvement Business District Law of 1994” is provided in Appendix 2 of this document.

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Downtown Visalia PBID Management District Plan Page 4
IV. ACCOMPLISHMENTS

During the previous term of the DTVPBID, the Downtown Visalia Property Owner's Association has achieved significant results for the benefit of assessed property owners within the DTVPBID.

Examples include:

 Upgraded and installed decorative lighting on 48 trees along Main Street. Decorative lights are maintained annually and removed and rehun g for tree maintenance every three years.
 LED light upgrade to Candy Cane Lane holiday lighting.  Removal of over 14,000 graffiti tags (1,650 annually).  Provision of 24/7 security services. There have been just under 25,000 call for service (3,000 annually) and 30,000 vagrant contacts.
 Landscaping improvements including a total revamp and enhancement of the Main Street corridor and converting to drip irrigation systems.  Pedestrian safety enhancements along the Main Street corridor.  Parking in-lieu fees designed to attract businesses to the DTVPBID.  Enclosure artwork improvements.
 DTVPBID maintenance programs.

In the next term of the DTVPBID, the Downtown Visalia Property Owner's Association envisions the following:

 Street light replacements in January 2020.
 Water infrastructure replacements along Main Street in January 2020.  Using Public Safety Planning grant funds to improve traffic flows, bicycle safety, and pedestrian safety throughout the DTVPBID.

34 April 22, 2019
Downtown Visalia PBID Management District Plan Page 5
V. BOUNDARIES

The DTVPBID generally includes parcels in the downtown area of the City of Visalia, as shown on the map below. The service area includes approximately 374 properties with 241 property owners. The DTVPBID boundary is illustrated by the map below. A larger map is available on r equest by calling (916)437-4300 or (800)999-7781.

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Downtown Visalia PBID Management District Plan Page 6
VI. SERVICE PLAN & BUDGET

A. Improvements and Activities
The DTVPBID will provide supplemental improvements and activities that are above and beyond those provided by the City and other government agencies. None of the services to be provided by the DTVPBID are provided by the City or other government agencies. The improvements and activities will be provided directly and only to assessed parcels; they will not be provided to parcels that are not assessed. Each and every service is unique to the DTVPBID, thus the benefits provided are particular and distinct to each assessed parcel.

1. Environmental Enhancements
The environmental enhancement programs may include public safety patrols to support crime prevention and reduce the incidence of nuisance crimes, streetscape and landscape enhancements to make the DTVPBID more attractive, graffiti removal to provide a cleaner DTVPBID environment, and general DTVPBID maintenance including sidewalk sweeping and steam cleaning.

2. Economic Enhancements
The economic enhancement programs and incentives are designed to attract, grow, and incubate new businesses. DTVPBID economic enhancements programs will also include an in- lieu parking program to remove barriers to downtown development and promotions to improve the downtown image and invite customers to assessed parcels within the DTVPBID.

3. Administration
The administration portion of the budget will be utilized for administrative costs associated with providing the activities and improvements. Those costs may include rent, telephone charges, legal fees, accounting fees, postage, administrative staff, insurance, and other general office expenses.

4. Contingency/Reserve
The budget includes a contingency line item to account for uncollected assessments, if any. If there are contingency funds collected, they may be held in a reserve fund or utilized for other program, administration or renewal costs at the discretion of the Owners’ Association. Policies relating to contributions to the reserve fund, the target amount of the reserve fund, and expenditure of monies from the reserve fund shall be set by the Board of Directors of the Owners’ Association. The reserve fund may be used for the costs of renewing the DTVPBID.

B. Annual Budget
A projected ten (10) year budget for the DTVPBID is provided below. The overall budget shall remain consistent with this Plan. In the event of a legal challenge, assessment funds may be used to defend the DTVPBID. The annual budget is based on the following assumptions and guidelines:

1. The cost of providing improvements and activities may vary depending upon the market cost for those improvements and activities. Expenditures may require adjustment up or down to continue the intended level of improvements and activities. The Association shall annually have the ability to re-allocate up to fifteen percent (15%) of the budget allocation by line item within the budgeted categories. Any change will be approved by the Association and submitted with the Annual Report.
36 April 22, 2019
Downtown Visalia PBID Management District Plan Page 7

2. Funds not spent in any given year may be rolled over to the next year.

3. The assessment rate may be subject to annual increases that will not exceed ten percent (10%) per year for the second and third years of the renewed term and will not exceed five percent (5%) per year for the fourth through tenth years of the renewed term . Increases will be determined by the Association and will vary each year. The projections below illustrate the maximum annual increase for all budget items.

4. Each budget category includes all costs related to providing that improvement, maintenance, or activity, in accordance with Generally Accepted Accounting Principles (GAAP). For example, the environmental enhancements budget includes the cost of staff time dedicated to overseeing and implementing environmental enhancements programs. Staff time dedicated purely to administrative tasks is allocated to the administration and advocacy portion of the budget. The costs of an individual staff member may be allocated to multiple budget categories, as appropriate in accordance with GAAP. The staffing levels necessary to provide the DTVPBID improvements, maintenance, and activities will be determined by the Association on an as - needed basis.

C. Assessment Budget
The total improvement , maintenance, and activity budget for 2020 that is funded by property assessments is $500,291.13. In addition to the assessment revenue, the programs will be supplemented by non-assessment funds. The total of non -assessment funds, and the determination of special and general benefit, in included in the Engineer’s Report. The total of assessment and non -assessment funds is provided in Appendix 4. Below is an illustration of the estimated total asses sment budget allocations for each budget category for the ten (10) year life of the DTVPBID. The allocation of the assessment funds is governed by Section E below. Non -assessment funds may be shifted between budget categories as needed by the Association.

Environmental
Enhancements,
$375,218.35 , 75%
Economic
Enhancements,
$70,040.76 , 14%
Administration,
$40,023.29 , 8%
Contigency / Reserve,
$15,008.73 , 3%
Initial Year Assessment Budget - $500,291.13
37 April 22, 2019
Downtown Visalia PBID Management District Plan Page 8
D. Zone Assessment Budgets
Funds may only be spent on improvements , maintenance, and activities provided in the zone from which they funds were derived. The budget for 2020, broken down by zone, is below.

Benefit Zone Zone 1 Zone 2
Environmental Enhancements $266,100.24 $109,118.11
Economic Enhancements $49,672.04 $20,368.72
Administration $28,384.03 $11,639.26
Contingency / Reserve $10,644.01 $4,364.72
Zone Totals $354,800.32 $145,490.81

E. Annual Maximum Assessment Budget
The budget below assumes the maximum annual increase of ten percent (10%) per year for the second and third years of the renewed term and of five percent (5%) per year for the fourth through tenth years of the renewed term.is enacted and that there are no changes to the categorical budget allocations.

Year Environmental
Enhancements
Economic
Enhancements Administration Contingency /
Reserve Total
2020 $375,218.35 $70,040.76 $40,023.29 $15,008.73 $500,291.13 2021 $412,740.19 $77,044.84 $44,025.62 $16,509.60 $550,320.25 2022 $454,014.20 $84,749.32 $48,428.18 $18,160.56 $605,352.26 2023 $476,714.91 $88,986.79 $50,849.59 $19,068.59 $635,619.88 2024 $500,550.66 $93,436.12 $53,392.07 $20,022.02 $667,400.87 2025 $525,578.19 $98,107.93 $56,061.67 $21,023.12 $700,770.91 2026 $551,857.10 $103,013.33 $58,864.76 $22,074.28 $735,809.47 2027 $579,449.96 $108,163.99 $61,807.99 $23,177.99 $772,599.93 2028 $608,422.45 $113,572.19 $64,898.39 $24,336.89 $811,229.92 2029 $638,843.58 $119,250.80 $68,143.31 $25,553.74 $851,791.43 Total $5,123,389.59 $956,366.07 $546,494.87 $204,935.52 $6,831,186.05

38 April 22, 2019
Downtown Visalia PBID Management District Plan Page 9
VII. GOVERNANCE

A. Owners’ Association
The District shall be governed by the Downtown Visalia Property Owner's Association, with oversight from the Visalia City Council. The Downtown Visalia Property Owner's Association shall serve as the Owners’ Association described in the Streets and Highways Code §36651. The Board of Directors of the Association and its staff are charged with the day-to-day operations of the DTVPBID.

A majority of the Board of Directors of the Downtown Visalia Property Owner's Association must be parcel owners paying the DTVPBID assessment. The Board of Directors shall be composed as follows:
 Directors must represent diversity in property and business type, including both large and small property owners, as well as different uses within the DTVPBID boundaries including office, retail, hospitality, government, and non-profits;
 Directors will also include business owners who may not be property owners; and  Directors will also include representatives of both benefit zones.

B. Brown Act & Public Records Act Compliance
An Owners’ Association is a private entity and may not be considered a public entity for any purpose, nor may its Board of Directors or staff be considered to be public officials for any purpose. The Owners’ Association is, however, subject to government regulations relating to transparency, namely the Ralph M. Brown Act and the California Public Records Act. These regulations are designed to promote public accountability. The Owners’ Association must act as a legislative body under the Ralph M. Brown Act (Government Code §54950 et seq.). Thus, meetings of the Association Board of Directors and certain committees must be held in compliance with the public notice and other requirements of the Brown Act. The Owners ’ Association is also subject to the record keeping and disclosure requirements of the California Public Records Act.

C. Annual Report
The Association shall present an annual report at the end of each year of operation to the City Council pursuant to Streets and Highways Code §36650 (see Appendix 2). The annual report is a prospective report for the upcoming year and must include:

1. Any proposed changes in the boundaries of the DTVPBID or in any benefit zones or classification of property within the district;

2. The improvements, maintenance, and activities to be provided for that fiscal year;

3. The estimated cost of providing the improvements, maintenance, and activities to be provided for that fiscal year;

4. The method and basis of levying the assessment in sufficient detail to allow each real property owner to estimate the amount of the assessment to be levied against his or her property for that fiscal year;

5. The estimated amount of any surplus or deficit revenues to be carried o ver from a previous fiscal year; and

6. The estimated amount of any contributions to be made from sources other than assessme nts levied pursuant to this Plan.

39 April 22, 2019
Downtown Visalia PBID Management District Plan Page 10
VIII. ENGINEER’S REPORT

The DTVPBID’s parcel assessments will be imposed in accordance with the provisions of Article XIIID of the California Constitution. Article XIIID provides that “only special benefits are assessable,”1 and requires the City to “separate the general benefits from the special benefits conferred on a parcel.” 2 Special benefits are a “particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public -at-large.”3 Conversely, a general benefit is “conferred on real property located in the district or to the public -at- large.”4 Assessment law also mandates that “no assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”5 The Engineer determined the total cost of the improvements, maintenance, and activities, quantified the general benefit accruing to the public -at-large and non -assessed parcels adjacent to and within the DTVPBID, and separated that amount from the special benefit accruing to the assessed parcels.

Then, the Engineer determined the proportional special benefit derived by each parcel and allocated the special benefit value of the improvements, maintenance, and activiti es accordingly. The Engineer’s determinations and detailed calculations are summarized in this report.

A. Separation of General and Special Benefits
Each of the improvements, maintenance, and activities, and the associated costs and assessments within the DTVPBID, were reviewed, identified, and allocated based on special and general benefits pursuant to Article XIIID of the California Constitution. The assessment has been apportioned based on the proportional special benefits conferred to the assessed parce ls located within the DTVPBID boundaries as determined below.

1. General Benefits
Unlike special benefits, which are conferred directly and only upon assessed parcels, a general benefit is conferred on the general public or non -assessed parcels. Existing City and other public services, which are provided to every person and parcel, everywhere within the City, are an example of a general benefit. Although the DTVPBID’s boundaries have been narrowly drawn and programs have been carefully designed to provide sp ecial benefits, and improvements, maintenance, and activities will only be provided directly to assessed parcels, it is acknowledged that there will be general benefits as a result of the DTVPBID’s improvements, maintenance, and activities.

The California Constitution mandates that “only special benefits are assessable, and an agency shall separate the general benefits from the special benefits.” 6 “Generally, this separation and quantification of general and special benefits must be accomplished by appor tioning the cost of a service or improvement between the two and assessing property owners only for the portion of the cost representing special benefits.” 7 The first step that must be undertaken to separate general and special benefits provided by the DTVPBID’s improvements, maintenance, and activities is to identify and quantify the general benefits. There are two bodies who can receive general benefits: the public- at-large within the DTVPBID, and non-assessed parcels surrounding the DTVPBID.

1 Cal. Const., art. XIII D, §4(a)
2 Cal. Const., art. XIII D, §4(a)
3 Id., §2(i)
4 Cal Const., art XIII D, §2(i)
5 Cal. Const., art. XIII D, §4(a)
6 Cal. Const., art XIII D, §4(a)
7 Golden Hill Neighborhood Association v. City of San Diego (2011) 199 Cal.App.4th 416 40 April 22, 2019
Downtown Visalia PBID Management District Plan Page 11
General Benefit to the Public-at-Large
Although the improvements, maintenance, and activities are narrowly designed and carefully implemented to specially benefit the assessed parcels, and only provided directly to assessed parcels, they will generate a general benefit to the public-at-large within the DTVPBID. State law indicates that “Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or perso ns not assessed.” 8 However, “the mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits.”9 Further, “the value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance , or activities of a property -based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel.”10 Thus, although there may be some incidental benefit to persons engaged in business on the assessed parcels, that incidental benefit is not considered general benefit because it is inherently produced by improvements, maintenance, and activities that provide special benefits to the assessed parcels. There is, however, a general benefit to persons not engaged in business on the assessed parcels.

Intercept surveys conducted in similar districts have found that approximately 97.3% of pedestrian traffic within PBID boundaries is engaged in business on assessed parcels, while the remaining approximately 2.7% is simply passing through and not engaging in business on the assessed parcels11.

The 2.7% of traffic passing through does not have any connection to the assessed parcels, and therefore does not represent a special benefit to the assessed parcels. The 2.7% will, however, receive a derivative and indirect general benefit as a result of the improvements, maintenance, and activities being provided in the District. Therefore, it is estimated that 2.7% of the benefit created by the District’s services is general benefit provided to the public -at-large. To ensure that the assessment dollars do not fund general benefits to the public -at-large, that portion of the cost of improvements, maintenance, and activities will be paid for with funds not obtained through assessments. Using the 2.7% figure, based on the initial year improvement, maintenance, and activity budget, the value of this general benefit to the public-at-large is $14,179.86 ($525,179.97*0.027).

General Benefit to Non-Assessed Parcels
Although they are only provided directly to the assessed parcels, the DTVPBID’s improvements, maintenance, and activities may also confer general benefits upon non -assessed parcels surrounding the DTVPBID. One study examining property values in PBID areas found “no evidence of spill - over impacts (either good or bad) on commercial properties located just outside the BID’s boundaries;”12 however, the California Court of Appeals has stated that “services specifically intended for assessed parcels concomitantly confer collateral general benefits to surrounding properties.”13 It is reasonable to conclude that improvements, maintenance, and activities within the DTVPBID will have an incidental impact on non -assessed parcels surrounding the DTVPBID boundaries. Alt hough the legislature has indicated that “the value of any incidental , secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property -based

8 Streets and Highways Code section 36601(h)(2)
9 Ibid
10 Streets and Highways Code section 36622(k)(2)
11 Surveys conducted in: North Park, San Diego (January 2015); Mack Road, Sacramento (July 2014); and Sunrise MarketPlace, Citrus Heights (December 2013)
12 Furman Center for Real Estate & Urban Policy; The Impact of Business Improvement Districts on Property Values: Evidence from New York City (2007) p. 4
13 Beutz v. Riverside (2010) 184 Cal.App.4th 1516
41 April 22, 2019
Downtown Visalia PBID Management District Plan Page 12
district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit,” 14 the California Court of Appeals has noted that “the characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement…or receives an indirect, d erivative advantage resulting from the overall public benefits of the improvement.” 15 Those derivative and indirect impacts are considered general benefits and will be quantified and separated.

In this Engineer’s opinion, because improvements, maintenance, and activities are provided only within the DTVPBID and on its perimeter, parcels separated from the DTVPBID by either at least one intervening parcel or an impassable physical barrier such as a wall, railroad track, freeway, or ditch will not receive sp ill over benefits. Parcels separated from the DTVPBID will not benefit because they are physically removed from the actual location of improvements, maintenance, and activities provided, and do not face serviced parcels. Therefore, this analysis consider s non-assessed surrounding parcels that are immediately adjacent to and accessible from the DTVPBID’s boundaries.

The total DTVPBID improvement, maintenance, and activity budget for the first year is $ 525,179.97.

After reducing the improvement, maintenance, and activity budget by the general benefit to the public-at-large ($14,179.86), the remaining benefit to parcels is $ 511,000.11. This benefit has been distributed to both assessed and non-assessed parcels using the following methodology. The general benefit to the public -at-large has been proportionally allocated to the DTVPBID’s improvement, maintenance, and activity categories as shown in the following table.

Category Benefit to Parcels Benefit to
Public-at-Large Total
Environmental Enhancements $383,695.86 $10,647.27 $394,343.13 Economic Enhancements $71,094.24 $1,972.81 $73,067.05
Administration; Contingency/Reserve $56,210.01 $1,559.78 $57,769.79 TOTAL $511,000.11 $14,179.86 $525,179.97

To determine the general benefit to parcels, the Engineer assigned each parcel group a benefit factor, determined the appropriate parcel characteristic to use in the calculation, multiplied the benefit factor by the benefit characteristic to determine the benefit units attributable to each parcel group, and apportioned the remaining service cost (service cost minus general benefit to the public) in accordance with the benefit units derived by each parcel group.

Benefit Factors
All parcels within and adj acent to the DTVPBID have been assigned a benefit factor to mathematically represent the proportional special and general benefit and quantify the value of each.

The determination of benefit factors for each type of improvement, maintenance, and activity follows.

Improvements
The improvements to be provided by the DTVPBID provide two types of special benefits:

14 Streets and Highways Code section 36622(k)(2)
15 Tiburon v. Bonander (2009) 180 Cal.App.4th 1057, 1077 42 April 22, 2019
Downtown Visalia PBID Management District Plan Page 13
Improvement – The primary special benefit provided by the DTVPBID’s improvements is the improvements themselves, which are available to tenants and customers of assessed parcels.

Proximity – The DTVPBID’s improvements also provide the special benefit of being in proximity to a parcel that is benefitting from an improv ement, as parcels will enjoy the spillover benefits of neighboring parcels utilizing the improvements.

The majority of the benefit is the improvements themselves; proximity is a lesser benefit. It is this Engineer’s estimation that eighty -five percent ( 85%) of the special benefit from the DTVPBID’s improvements is the improvement, while the presence and proximity special benefits each account for fifteen percent (15%) of the special benefit. Assessed parcels will receive both benefits; non - assessed parcels within and adjacent to the DTVPBID will not be directly improved, and therefore only receive the general benefit of proximity.

Tangible Activities
The tangible activities (those that are physically provided via a person or people working throughout the DTVPBID) to be provided by the DTVPBID generate three types of special benefits:

Service – The primary special benefit provided by the DTVPBID’s physical activities is the actual service.

Presence – The DTVPBID’s physical activities also provide the special benefit of an individual’s presence on the assessed parcel as the activities are provided, which can have a deterrent effect and creates a positive impression that the area is well -maintained and safe.

The “Disneyland effect” is the benefit the parcels receive from the observation that parcels are being maintained. There are studies which link the perception of cleanliness to a perception of increased security.

Proximity – The DTVPBID’s physical activities also provide the special benefit of being in proximity to a cleaner, safer parcel. Neighboring parcels enjoy the spillover benefits of being adjacent to increased safety and cleanliness.

The majority of the benefit received by the parcels is the result s of the DTVPBID’s services; onsite presence and proximity are lesser benefits. It is this Engineer’s estimation that seventy -five percent (75%) of the special benefit from the DTVPBID’s physical activities is the service, while the presence and proximity benefits each account for twelve and one -half percent (12.5% presence,

12.5% proximity) of the special benefit. Assessed parcels will receive all three benefits; non -assessed parcels within and adjacent to the DTVPBID will not be directly serviced by individuals present on the parcels and therefore only receive the general benefit of proximity.

Intangible Activities
Some of the DTVPBID’s activities, such as marketing, are distinct in that they are not provided to a targeted area within the DTVPBID, rather they are provided via Internet, radio, and other forms of media and targeted at an audience outside the DTVPBID in an effort to bring the audience into the DTVPBID. These activities provide two types of special benefits:

Direct Exposure – The primary special benefit provided by the DTVPBID’s intangible activities is exposure. The intangible activities increase awareness of the DTVPBID as a commercial and business destination and lead to increased patronage.

Incidental Exposure – The DTVPBID’s intangible activities will also have a secondary special benefit of incidental exposure, such as word -of-mouth exposure, that results from the direct 43 April 22, 2019
Downtown Visalia PBID Management District Plan Page 14
exposure and increases awareness of the DTVPBID as a commercial and business destination.

The majority of the benefit from these activities is the direct exposure; the incidental exposure is a lesser benefit. It is this Engineer’s estimation that ninety percent (90%) of the special benefit from the intangible activities is direct exposure, while ten perc ent (10%) is incidental exposure. Assessed parcels will receive both as special benefits; non -assessed parcels within and adjacent to the DTVPBID will not be directly marketed and therefore only receive the general benefit of incidental exposure.

Factors Determined
Based on the foregoing analysis, all assessed parcels within the DTVPBID specially benefit from the DTVPBID’s improvements, maintenance, and activities, and have been assigned a benefit factor of

1.0. Parcels that are not assessed have been assigned benefit factors based on the portion of the benefit they will receive, as described above. The non -assessed parcels will benefit from 15% of the improvements, 12.5% of the tangible activities , and 10% of the intangible activities ; therefore they have been assigned benefit factors of 0.150, 0.125, and 0.100, respectively.

Non-Assessed Benefit Characteristics
There are two types of parcels that are not assessed; those within the DTVPBID and those immediately adjacent to and accessible from the DTVPBID. Because they generally benefit in a differing manner, distinct parcel characteristics are used to quantify the general benefit to each type.  Inside – Non-assessed parcels inside of the DTVPBID are surrounded by parcels that are assessed and receiving the full special benefits; they will, therefore, receive the general benefit of proximity. These parcels are impacted on more than one side by the DTVPB ID’s improvements, maintenance, and activities and improvements, maintenance, and activities are provided all around them. Because these parcels are surrounded by specially benefitted parcels, it is appropriate that parcel square footage be used to measur e the general benefit they receive.
 Adjacent – Adjacent parcels are those that are immediately adjacent to or directly across the street from specially benefitted parcels, and accessible from specially benefitted parcels.

These parcels generally benefit differently than those inside the DTVPBID, because these parcels are adjacent to, rather than surrounded by, specially benefitted parcels. Square footage is not an appropriate measure of benefit to these parcels. Because the parcels are not surrounded by serviced parcels, a long, shallow parcel with the same square footage as a deep, narrow parcel will receive a different level of general benefit. Likewise, two parcels with the same depth but a different width adjacent to serviced parcels will benefit differently.

To account for this difference, it is appropriate that parcel linear frontage be used to measure the general benefit the adjacent parcels receive.

Calculations
To quantify and separate the general benefit to non -assessed parcels, the following calculations were undertaken for each budget category.

1. The total service budget for each category was determined and the amount of general benefit to the public-at-large was subtracted from the category budget.

2. The benefit factor applicable to each improvement, maintenance, or activity was multiplied by the linear frontage of assessed and non -assessed parcels, to determine the number of benefit units received by each parcel group. 44 April 22, 2019
Downtown Visalia PBID Management District Plan Page 15

3. The benefit units for all parcel groups were summed, and the percent age of benefit units attributable to each parcel group was calculated.

4. The total remaining improvement, maintenance, and activity budget, less the amount already determined to be general benefit to the public -at-large, was allocated to general and special benefit categories for each parcel group using the calculated benefit percent and applicable benefit characteristic methodology.

5. The special and general benefit r esulting from the administration and contingency / reserve portions of the budget were deter mined based on the proportional allocation of benefits derived from improvements, maintenance, and activities.

Environmental Enhancements
The environmental enhancements budget, minus the amount of general benefit to the public -at- large, is $ 383,695.86. The calculations below determine the amount of general benefit to non - assessed parcels within the DTVPBID. The environmental enhancements budget category contains both improvements and tangible activities; out of an abundance of caution, the Engineer u sed the higher 0.150 benefit factor to quantify the general benefit.

Parcel Type
Square
Footage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budget
Assessed 5,767,417 X 1.000 =5,767,417.00 99.428% X $383,695.86 = $381,502.67 Non-Assessed 221,039 X 0.150 =33,155.85 0.572% X $383,695.86 = $2,193.19

The environmental enhancements budget, minus the amount of general benefit to the public and non-assessed parcels within the DTVPBID, is $ 381,502.67. The calculations below determine the amount of general benefit to parcels adjacent to the DTVPBID.

Parcel Type
Linear
Frontage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budget
Inside 95,991 X 1.000 =95,991.00 98.353% X $381,502.67 = $375,218.35 Adjacent 10,718 X 0.150 =1,607.70 1.647% X $381,502.67 = $6,284.32

Therefore, the allocation of the environmental enhancements budget is as follows:

General Benefit – Public At Large $10,647.27
General Benefit – Inside Parcels $2,193.19
General Benefit – Adjacent Parcels $6,284.32
Special Benefit $375,218.35
Total $394,343.13

Economic Enhancements
The economic enhancements budget, minus the amount of general benefit to the public -at-large, is $71,094.24. The calculations below determine the amount of general benefit to non -assessed parcels within the DTVPBID. The economic enhancements budget category contains intangible activities; the Engineer used the 0.100 benefit factor to quantify the general benefit. 45 April 22, 2019
Downtown Visalia PBID Management District Plan Page 16
Parcel Type
Square
Footage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budget
Assessed 5,767,417 X 1.000 =5,767,417.00 99.618% X $71,094.24 = $70,822.81 Non-Assessed 221,039 X 0.100 =22,103.90 0.382% X $71,094.24 = $271.43

The economic enhancements budget, minus the amount of general benefit to the public and non - assessed parcels within the DTVPBID, is $70,822.81. The calculations below determine the amount of general benefit to parcels adjacent to the DTVPBID.

Parcel Type
Linear
Frontage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budget
Inside 95,991 X 1.000 =95,991.00 98.896% X $70,822.81 = $70,040.76 Adjacent 10,718 X 0.100 =1,071.80 1.104% X $70,822.81 = $782.05

Therefore, the allocation of the economic enhancements budget is as follows:

General Benefit – Public At Large $1,972.81
General Benefit – Inside Parcels $271.43
General Benefit – Adjacent Parcels $782.05
Special Benefit $70,040.76
Total $73,067.05

Administration; Contingency / Reserve
The administration and contingency / reserve budget line items relate to the improvements, maintenance, and activities provided. These costs have been allocated proportionally based on the special and general benefit provided by each category.

Special Benefit to
Parcels
General Benefit
to Parcels
Environmental Enhancements $375,218.35 $8,477.51
Economic Enhancements $70,040.76 $1,053.48
Improvement, Maintenance, and Activity Totals $445,259.11 $9,530.99 Percent 97.904% 2.096%
Administration; Contingency / Reserve $55,032.02 $1,177.99 Total Parcel Benefits $500,291.13 $10,708.98

iv. Total Benefits
Based on the foregoing calculations, the total benefits to assessed parcels, non -assessed parcels, and the general public are:

Special Parcel General Public Total
Environmental Enhancements $375,218.35 $8,477.51 $10,647.27 $394,343.13 46 April 22, 2019
Downtown Visalia PBID Management District Plan Page 17
Economic Enhancements $70,040.76 $1,053.48 $1,972.81 $73,067.05 Administration;
Contingency / Reserve $55,032.02 $1,177.99 $1,559.78 $57,769.79 Total $500,291.13 $10,708.98 $14,179.86 $525,179.97
c. Non-Assessment Funding
The programs funded by the DTVPBID receive additional non -assessment funding in the form of city funding, grants, corporate sponsorships, event income, and other miscellaneous funds. These funding sources are anticipated to equal or exceed the amount of general benefit conferred an nually by the DTVPBID’s improvements, maintenance, and activities, $ 24,888.84. These non -assessment funds will be used to pay for the general benefit provided by the DTVPBID’s improvements, maintenance, and activities, ensuring that parcel assessments wil l only be used to provide special benefits.

2. Special Benefit
The improvements, maintenance, and activities to be provided by the DTVPBID constitute and convey special benefits directly to the assessed parcels. Assessment law requires that “the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided.” 16 Further, “no assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” 17 Special benefit “includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed.”18 To determine the total special benefit value to be conveyed to the assessed parcels, we deduct the general benefit value ($ 24,888.84) from the total value of the improvements, maintenance, and activities ($525,719.97). The remaining $500,291.13 is considered the special benefit to assessed parcels (the “Total Assessment”). The Total Assessment represents the total value of the special benefit to be provided by the improvements, maintenance, and activities. The Total Assessment has been proportionally divided among the assessed parcels so that no assessment exceeds the reasonable cost of the proportional special benefit conferred on a parcel. The assessment rate has been designed to ensure that “properties that receive the same propo rtionate special benefit pay the same assessment.”19

Service Provided
Total Benefit
Value
General
Benefit
Value to
Public
Benefit Value
to Parcels
(Special &
General)
Special Benefit
to Assessed
Parcels
Environmental Enhancements $394,343.13 $10,647.27 $383,695.86 $375,218.35 Economic Enhancements $73,067.05 $1,972.81 $71,094.24 $70,040.76 Administration $42,014.40 $1,134.39 $40,880.01 $40,023.29

16 Cal. Const., art XIII D §4(a)
17 Ibid
18 Streets and Highways Code section 36615.5
19 Tiburon v. Bonander (2009) 180 Cal.App.4th 1057
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Contingency / Reserve $15,755.39 $425.39 $15,330.00 $15,008.73 TOTAL $525,179.97 $14,179.86 $511,000.11 $500,291.13

B. Assessment Methodology

1. Base Formula
Each parcel will be assessed based on proportional special benefits received. The variables used for the annual assessment formula are parcel size and benefit zone . These variables are appropriate measures of the proportional special benefit because the need for services, level of services, and quantity of services are all relative to these variables; thus the special benefit provided to each parcel by the services can be proportionally measured using these variables.

Determination of Assessment Rates
“Because not all parcels in the district are identical in size…some will receive more special benefit than others.” 20 Each of the variables used relates directly to the servi ce level and special benefit provided to each parcel. Parcel square footage is the size of the parcel, measured in square feet.

Size is an appropriate measure of proportional special benefit because it relates directly to the quantity of services provided to the parcel, the highest and best use of a parcel, and reflects the long- term value implications of the DTVPBID. The larger a parcel, the more services and benefit the parcel will receive.

To determine the assessment rates, the assessed parcels wer e classified by the estimated benefit assessed parcels receive, the estimated special benefit value of the improvements, maintenance, and activities provided to each type was determined based on approximate cost of service provision, and an assessment rate that is proportional to the estimated proportional benefit received by assessed parcels was determined.

To determine the assessment rates, the estimated special benefit value for assessed parcels was divided by the total assessable parcel square footage as shown in the tables below.

Parcel Size
The DTVPBID’s services will benefit each assessed parcel as a whole. The service budget which, in this Engineer’s estimation, represents special benefits to the parcels, has been allocated based on parcel size.

Parcel Type Initial Parcel
Size Budget
Parcel Square
Footage
Initial Parcel
Assessment
Rate
($/sqft/yr)
Zone 1 Commercial $354,800.32 ÷ 2,534,288 = $0.1400
Zone 2 Commercial $145,490.81 ÷ 3,233,129 = $0.0450

Summary of Assessment Rates
Therefore, for the initial year, the maximum annual assessment rates to parcels are as shown below and in Appendix 1. Maximum annual assessment rates may be subject to an increase of no more than ten percent (10%) per year for the second and third years of the renewed term and no more than five percent (5%) per year for the fourth through tenth years of the renewed term, as shown in Appendix 1.

20 Dahms v. Downtown Pomona (2009) 174 Cal.App.4th 708
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Initial Parcel Assessment Rates
Parcel Type Parcel Size
(sq. ft.)
Zone 1 Commercial $0.1400
Zone 2 Commercial $0.0450

Sample assessment calculations are shown in Appendix 3.

2. Commercial Parcels
Commercial parcels will receive and benefit from all DTVPBID services, and will therefore be assessed the full rate.

3. Publicly-Owned Parcels
Under “The Right to Vote on Taxes Act” (also known as Proposition 218) all public parcels are required to pay assessments unless they can demonstrate by clear and convincing evidence that their parcels do not receive a special benefit. Publicly owned parcels will receive and specially benefit from all of the District’s services and will therefore be assessed the full rate.

4. Non-Assessed Parcels
There are twenty-six (26) parcels within the DTVPBID that will not be assessed. These parcels are not commercial or publicly -owned parcels and will not specially benefit from or directly receive the DTVPBID’s improvements, maintenance, and activities. These parcels are accounted for in the analysis of general benefit provided to non -assessed parcels within the DTVPBID. These parcels h ave the following uses:

 Residential Parcels: There are twenty-four (24) residential parcels within the DTVPBID boundary that will not be assessed. The state legislature has determined that “properties zoned solely for residential use...are conclusively presumed not to benefit from the improvements and services funded through these assessments, and shall not be subject to any assessment.”.21 The services and improvements to be provided are designed t o specially benefit commercial and publicly-owned parcels by attracting and increasing customers and visitors to assessed parcels and by improving the maintenance and safety of the assessed parcels. None of these benefits apply to residential parcels, which will not be serviced or benefit from the DTVPBID’s improvements, maintenance, and activities. Residential parcels are those parcels with four family units or less and planned unit development of single family residences.  Utility Parcel: There is one (1) parcelized railroad track within the DTVPBID boundary that will not be assessed. The vast majority of railroad tracks are not parcelized; this parcel is an oddity. Because the vast majority of railroad tracks are not parcelized and cannot be assessed, and will not receive or benefit from DTVPBID programs, this railroad track parcel is also not assessed.
 Miscellaneous Parcel: There is one (1) parcel that is a pedestrian thoroughfare and does not have a commercial component. The vast majority of pedestrian thoroughfares are not parcelized; this parcel is an oddity. Because the vast majority of pedestrian thoroughfares are not parcelized and cannot be assessed, and will not receive or benefit from DTVPBID programs, this pedestrian thoroughfare parcel is also not assessed.

21 Streets and Highways Code section 36632(c)
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5. Changes in Data
It is the intent of this Plan and Engineer’s Report that each parcel included in the DTVPBID can be clearly identified. Every effort has been made to ensure that all parcels included in the DTVPBID are consistent in the boundary map and the assessment calculation table. However, if inconsistencies arise, the order of precedence shall be: 1) the assessment calculation table and 2) the boundary map.

If the parcel size or type of a parcel changes during the term of this DTVPBID, the assessment calculation may be modified accordingly.

C. Assessment Notice
During the hearing process, an Assessment Ballot will be sent to owners of each parcel in the DTVPBID. The Assessment Ballot provides an estimated assessment. The final individual assessment for any particular parcel may change, up or down, if the parcel square footage or parcel type differ from those used to calculate the amount shown on the notice, which can be found in Appendix 3.

D. Time and Manner for Collecting Assessments
As provided by State Law, the DTVPBID assessment will appear as a separate line item on annual property tax bills prepared by the County of Tulare. Property tax bills are generally distributed in the fall, and payment is expected by lump sum or installment. The County of Tulare shall distribute funds collected to the Association. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the DTVPBID assessments.

E. Engineer’s Certification
I hereby certify, to the best of my knowledge and experience, that each of the identified assessed parcels located within the Downtown Visalia Property and Business Improvement District will receive a special benefit over and above the general benefits con ferred and that the amount of the assessment is no greater than the proportional special benefits conferred on each parcel, as described in this Engineer’s Report.

Review of this Downtown Visalia Property and Business Improvement District Management District Plan and preparation of the Engineer’s Report was completed by:

__________________________
Ross Peabody
State of California

__________
Date

This Engineer’s Report is intended to be distributed as part of the Management District Plan in its entirety, including the Assessment Calculation Table (Appendix 3) and the Boundary Map. Reproduction and distribution of only Section VIII of this Management District Plan violates the intent of this stamp and signature.

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APPENDIX 1 – MAXIMUM ANNUAL ASSESSMENT RATES

The table below illustrates the maximum annual assessment rate with the assumption that the rates will be increased annually by ten percent (10%) per year for the second and third years of the renewed term and by five percent (5%) per year for the fourth through tenth years of the renewed term with approval of the Association Board of Directors. The maximum rates listed are a required disclosure and not the anticipate course of action.

Maximum Parcel Assessment Rates
Year Benefit Zone Commercial
2020 Zone 1 $0.140
Zone 2 $0.045
2021 Zone 1 $0.154
Zone 2 $0.050
2022 Zone 1 $0.169
Zone 2 $0.054
2023 Zone 1 $0.178
Zone 2 $0.057
2024 Zone 1 $0.187
Zone 2 $0.060
2025 Zone 1 $0.196
Zone 2 $0.063
2026 Zone 1 $0.206
Zone 2 $0.066
2027 Zone 1 $0.216
Zone 2 $0.069
2028 Zone 1 $0.227
Zone 2 $0.073
2029 Zone 1 $0.238
Zone 2 $0.077

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APPENDIX 2 – PBID LAW

*** THIS DOCUMENT IS CURRENT THROUGH THE 2019 SUPPLEMENT *** (ALL 2018 LEGISLATION)

STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994

CHAPTER 1. General Provisions

ARTICLE 1. Declarations

36600. Citation of part

This part shall be known and may be cited as the “Property and Business Improvement District Law of 1994.”

36601. Legislative findings and declarations; Legislative guidance

The Legislature finds and declares all of the following:
(a) Businesses located and operating within business districts in some of this state’s communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, services, and activities in the business districts. (b) It is in the public interest to promote the economic revitalization and physical maintenance of business districts in order to create jobs, attract new businesses, and prevent the erosion of the business districts. (c) It is of particular local benefit to allow business districts to fund business related improvements, maintenance, and activities through the levy of assessments upon the businesses or real property that receive benefits from those improvements.
(d) Assessments levied for the purpose of conferring special benefit upon the real property or a specific benefit upon the businesses in a business district are not taxes for the general benefit of a city, even if property, businesses, or persons not assessed receive incidental or collateral effects that benefit them. (e) Property and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses more useful by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confirmed a 12-percent reduction in the incidence of robbery and an 8-percent reduction in the total incidence of violent crimes within the 30 districts studied.
(2) Job creation.
(3) Business attraction.
(4) Business retention.
(5) Economic growth.
(6) New investments.
(f) With the dissolution of redevelopment agencies throughout the state, property and business improvement districts have become even more important tools with which communities can combat blight, promote economic opportunities, and create a clean and safe environment. (g) Since the enactment of this act, the people of California have adopted Proposition 218, which added Article XIII D to the Constitution in order to place certain requirements and restrictions on the formation of, and activities, expenditures, and assessments by property-based districts. Article XIII D of the Constitution provides that property-based districts may only levy assessments for special benefits. (h) The act amending this section is intended to provide the Legislature’s guidance with regard to this act, its interaction with the provisions of Article XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed improvements, maintenance, and activities in property-based districts, contributing to blight and other underutilization of property. 52 April 22, 2019
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(2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed. Therefore, for special benefits to exist as a separate and distinct category from general benefits, the incidental or collateral effects of those special benefits are inherently part of those special benefits. The mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits. (3) It is of the utmost importance that property-based districts created under this act have clarity regarding restrictions on assessments they may levy and the proper determination of special benefits. Legislative clarity with regard to this act will provide districts with clear instructions and courts with legislative intent regarding restrictions on property-based assessments, and the manner in which special benefits should be determined.

36602. Purpose of part

The purpose of this part is to supplement previously enacted provisions of law that authorize cities to levy assessments within property and business improvement districts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act.

This part does not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes.

36603. Preemption of authority or charter city to adopt ordinances levying assessments

Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing for a different method of levying assessments for similar or additional purposes from those set forth in this part. A property and business improvement district created pursuant to this part is expressly exempt from the provisions of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931 (Division 4 (commencing with Section 2800)).

36603.5. Part prevails over conflicting provisions

Any provision of this part that conflicts with any other provision of law shall prevail over the other provision of law, as to districts created under this part.

36604. Severability

This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in full force and effect. Assessments levied under this part are not special taxes.

ARTICLE 2. Definitions

36606. “Activities”

“Activities” means, but is not limited to, all of the following that benefit businesses or real property in the district:
(a) Promotion of public events.
(b) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail retention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal services supplemental to those normally provided by the municipality. (f) Other services provided for the purpose of conferring special benefit upon assessed real property or specific benefits upon assessed businesses located in the district.

36606.5. “Assessment”

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“Assessment” means a levy for the purpose of acquiring, constructing, installing, or maintaining improvements and providing activities that will provide certain benefits to properties or businesses located within a property and business improvement district.

36607. “Business”

“Business” means all types of businesses and includes financial institutions and professions.

36608. “City”

“City” means a city, county, city and county, or an agency or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code, the public member agencies of which includes only cities, counties, or a city and county, or the State of California.

36609. “City council”

“City council” means the city council of a city or the board of supervisors of a county, or the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part.

36609.4. “Clerk”

“Clerk” means the clerk of the legislative body.

36609.5. “General benefit”

“General benefit” means, for purposes of a property-based district, any benefit that is not a “special benefit” as defined in Section 36615.5.

36610. “Improvement”

“Improvement” means the acquisition, construction, installation, or maintenance of any tangible property with an estimated useful life of five years or more including, but not limited to, the following:
(a) Parking facilities.
(b) Benches, booths, kiosks, display cases, pedestrian shelters and signs. (c) Trash receptacles and public restrooms.
(d) Lighting and heating facilities.
(e) Decorations.
(f) Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. (j) Facilities or equipment, or both, to enhance security of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
(l) Rehabilitation or removal of existing structures.

36611. “Management district plan”; “Plan”

“Management district plan” or “plan” means a proposal as defined in Section 36622.

36612. “Owners’ association”

“Owners’ association” means a private nonprofit entity that is under contract with a city to administer or implement improvements, maintenance, and activities specified in the management district plan. An owners’ association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners’ association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for 54 April 22, 2019
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any purpose. Notwithstanding this section, an owners’ association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subject matter of the district are heard, discussed, or deliberated, and with the California Public Records Act (Chapter 3.5 (commencing with Section 6250) of Division 7 of Title 1 of the Government Code), for all records relating to activities of the district.
36614. “Property”

“Property” means real property situated within a district.

36614.5. “Property and business improvement district”; “District”

“Property and business improvement district,” or “district,” means a property and business improvement district established pursuant to this part.

36614.6. “Property-based assessment”

“Property-based assessment” means any assessment made pursuant to this part upon real property.

36614.7. “Property-based district”

“Property-based district” means any district in which a city levies a property-based assessment.

36615. “Property owner”; “Business owner”; “Owner”

“Property owner” means any person shown as the owner of land on the last equalized assessment roll or otherwise known to be the owner of land by the city council. “Business owner” means any person recognized by the city as the owner of the business. “Owner” means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. Wherever this part requires the signature of the property owner, the signature of the authorized agent of the property owner shall be sufficient. Wherever this part requires the signature of the business owner, the signature of the authorized agent of the business owner shall be sufficient.

36615.5. “Special benefit”

“Special benefit” means, for purposes of a property-based district, a particular and distinct benefit over and above general benefits conferred on real property located in a district or to the public at large. Special benefit includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed. Special benefit excludes general enhancement of property value.

36616. “Tenant”

“Tenant” means an occupant pursuant to a lease of commercial space or a dwelling unit, other than an owner.

ARTICLE 3. Prior Law

36617. Alternate method of financing certain improvements and activities; Effect on other provisions

This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this part.

CHAPTER 2. Establishment
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36620. Establishment of property and business improvement district

A property and business improvement district may be established as provided in this chapter.

36620.5. Requirement of consent of city council

A county may not form a district within the territorial jurisdiction of a city without the consent of the city council of that city. A city may not form a district within the unincorporated territory of a county without the consent of the board of supervisors of that county. A city may not form a district within the territorial jurisdiction of another city without the consent of the city council of the other city.

36621. Initiation of proceedings; Petition of property or business owners in proposed district

(a) Upon the submission of a written petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a district by the adoption of a resolution expressing its intention to form a district. The amount of assessment attributable to property or a business owned by the same property or business owner that is in excess of 40 percent of the amount of all assessments proposed to be levied, shall not be included in determining whether the petition is signed by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied. (b) The petition of property or business owners required under subdivision (a) shall include a summary of the management district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district plan can be obtained. (3) Information specifying that the complete management district plan shall be furnished upon request. (c) The resolution of intention described in subdivision (a) shall contain all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property or businesses within the district, a statement as to whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements do not need to be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities, and the location and extent of the proposed district. (2) A time and place for a public hearing on the establishment of the property and business improvement district and the levy of assessments, which shall be consistent with the requirements of Section 36623.

36622. Contents of management district plan

The management district plan shall include, but is not limited to, all of the following:
(a) If the assessment will be levied on property, a map of the district in sufficient detail to locate each parcel of property and, if businesses are to be assessed, each business within the district. If the assessment will be levied on businesses, a map that identifies the district boundaries in sufficient detail to allow a business owner to reasonably determine whether a business is located within the district boundaries. If the assessment will be levied on property and businesses, a map of the district in sufficient detail to locate each parcel of property and to allow a business owner to reasonably determine whether a business is located within the district boundaries. (b) The name of the proposed district.
(c) A description of the boundaries of the district, including the boundaries of benefit zones, proposed for establishment or extension in a manner sufficient to identify the affected property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaries of a proposed property assessment district shall not overlap with the boundaries of another existing property assessment district created pursuant to this part. This part does not prohibit the boundaries of a district created pursuant to this part to overlap with other assessment districts established pursuant to other provisions of law, including, but not limited to, the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 56 April 22, 2019
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36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with another business assessment district created pursuant to this part. This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with a property assessment district created pursuant to this part.
(d) The improvements, maintenance, and activities proposed for each year of operation of the district and the maximum cost thereof. If the improvements, maintenance, and activities proposed for each year of operation are the same, a description of the first year’s proposed improvements, maintenance, and activities and a statement that the same improvements, maintenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.
(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in each year of operation of the district. If the assessment is levied on businesses, this amount may be estimated based upon the assessment rate. If the total annual amount proposed to be expended in each year of operation of the district is not significantly different, the amount proposed to be expended in the initial year and a statement that a similar amount applies to subsequent years shall satisfy the requirements of this subdivision. (f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against his or her property or business. The plan also shall state whether bonds will be issued to finance improvements.
(g) The time and manner of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new district, the maximum number of years shall be five. Upon renewal, a district shall have a term not to exceed 10 years. Notwithstanding these limitations, a district created pursuant to this part to finance capital improvements with bonds may levy assessments until the maximum maturity of the bonds. The management district plan may set forth specific increases in assessments for each year of operation of the district. (i) The proposed time for implementation and completion of the management district plan. (j) Any proposed rules and regulations to be applicable to the district. (k) (1) A list of the properties or businesses to be assessed, including the assessor’s parcel numbers for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property or business, to defray the cost thereof. (2) In a property-based district, the proportionate special benefit derived by each identified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, from the special benefits conferred on a parcel.

Parcels within a property-based district that are owned or used by any city, public agency, the State of California, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel. (l) In a property-based district, the total amount of all special benefits to be conferred upon the properties located within the property-based district.
(m) In a property-based district, the total amount of general benefits, if any. (n) In a property-based district, a detailed engineer’s report prepared by a registered professional engineer certified by the State of California supporting all assessments contemplated by the management district plan. (o) Any other item or matter required to be incorporated therein by the city council.

36623. Procedure to levy assessment

(a) If a city council proposes to levy a new or increased property assessment, the notice and protest and hearing procedure shall comply with Section 53753 of the Government Code. (b) If a city council proposes to levy a new or increased business assessment, the notice and protest and hearing procedure shall comply with Section 54954.6 of the Government Code, except that notice shall be mailed to the 57 April 22, 2019
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owners of the businesses proposed to be assessed. A protest may be made orally or in writing by any interested person. Every written protest shall be filed with the clerk at or before the time fixed for the public hearing. The city council may waive any irregularity in the form or content of any written protest. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the city as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business or the authorized representative. A written protest that does not comply with this section shall not be counted in determining a majority protest. If written protests are received from the owners or authorized representatives of businesses in the proposed district that will pay 50 percent or more of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than 50 percent, no further proceedings to levy the proposed assessment against such businesses, as contained in the resolution of intention, shall be taken for a period of one year from the date of the finding of a majority protest by the city council.
(c) If a city council proposes to conduct a single proceeding to levy both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the property assessment shall comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall comply with subdivision (b). If a majority protest is received from either the property or business owners, that respective portion of the assessment shall not be levied. The remaining portion of the assessment may be levied unless the improvement or other special benefit was proposed to be funded by assessing both property and business owners.

36624. Changes to proposed assessments

At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, reduce, or modify the proposed assessment or the type or types of improvements, maintenance, and activities to be funded with the revenues from the assessments. Proposed assessments may only be revised by reducing any or all of them. At the public hearing, the city council may only make changes in, to, or from the boundaries of the proposed property and business improvement district that will exclude territory that will not benefit from the proposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be reflected in the notice and map recorded pursuant to Section 36627.

36625. Resolution of formation

(a) If the city council, following the public hearing, decides to establish a proposed property and business improvement district, the city council shall adopt a resolution of formation that shall include, but is not limited to, all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities and the location and extent of the proposed district. (2) The number, date of adoption, and title of the resolution of intention. (3) The time and place where the public hearing was held concerning the establishment of the district. (4) A determination regarding any protests received. The city shall not establish the district or levy assessments if a majority protest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subject to any amendments to this part. (6) A statement that the improvements, maintenance, and activities to be conferred on businesses and properties in the district will be funded by the levy of the assessments. The revenue from the levy of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for any purpose other than the purposes specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district.

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boundaries to create a special or specific benefit to the assessed parcels or businesses may be provided, but shall be limited to marketing or signage pointing to the district. (7) A finding that the property or businesses within the area of the property and business improvement district will be benefited by the improvements, maintenance, and activities funded by the proposed assessments, and, for a property-based district, that property within the district will receive a special benefit.
(8) In a property-based district, the total amount of all special benefits to be conferred on the properties within the property-based district.
(b) The adoption of the resolution of formation and, if required, recordation of the notice and map pursuant to Section 36627 shall constitute the levy of an assessment in each of the fiscal years referred to in the management district plan.

36627. Notice and assessment diagram

Following adoption of the resolution establishing district assessments on properties pursuant to Section 36625 or Section 36626, the clerk shall record a notice and an assessment diagram pursuant to Section 3114. No other provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part.

36628. Establishment of separate benefit zones within district; Categories of businesses

The city council may establish one or more separate benefit zones within the district based upon the degree of benefit derived from the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the city council may also define categories of businesses based upon the degree of benefit that each will derive from the improvements or activities to be provided within the district and may impose a different assessment or rate of assessment on each category of business, or on each category of business within each zone.

36628.5. Assessments on businesses or property owners

The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part. The city council shall structure the assessments in whatever manner it determines corresponds with the distribution of benefits from the proposed improvements, maintenance, and activities, provided that any property-based assessment conforms with the requirements set forth in paragraph (2) of subdivision (k) of Section 36622.

36629. Provisions and procedures applicable to benefit zones and business categories

All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, modification, or disestablishment of benefit zones or categories of business. The city council shall, to establish, modify, or disestablish a benefit zone or category of business, follow the procedure to establish, modify, or disestablish a property and business improvement district.

36630. Expiration of district; Creation of new district

If a property and business improvement district expires due to the time limit set pursuant to subdivision (h) of Section 36622, a new management district plan may be created and the district may be renewed pursuant to this part.

CHAPTER 3. Assessments

36631. Time and manner of collection of assessments; Delinquent payments

The collection of the assessments levied pursuant to this part shall be made at the time and in the manner set forth by the city council in the resolution levying the assessment. Assessments levied on real property may be collected at the same time and in the same manner as for the ad valorem property tax, and may provide for the same lien priority and penalties for delinquent payment. All delinquent payments for assessments levied pursuant to this part may be charged interest and penalties.

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Downtown Visalia PBID Management District Plan Page 30

36632. Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property

(a) The assessments levied on real property pursuant to this part shall be levied on the basis of the estimated benefit to the real property within the property and business improvement district. The city council may classify properties for purposes of determining the benefit to property of the improvements and activities provided pursuant to this part.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses within the property and business improvement district. The city council may classify businesses for purposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this part.
(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit from the improvements and service funded through these assessments, and shall not be subject to any assessment pursuant to this part.

36633. Time for contesting validity of assessment

The validity of an assessment levied under this part shall not be contested in any action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36626. Any appeal from a final judgment in an action or proceeding shall be perfected within 30 days after the entry of judgment.

36634. Service contracts authorized to establish levels of city services

The city council may execute baseline service contracts that would establish levels of city services that would continue after a property and business improvement district has been formed.

36635. Request to modify management district plan

The owners’ association may, at any time, request that the city council modify the management district plan. Any modification of the management district plan shall be made pursuant to this chapter.

36636. Reflection of modification in notices recorded and maps

(a) Upon the written request of the owners’ association, the city council may modify the management district plan after conducting one public hearing on the proposed modifications. The city council may modify the improvements and activities to be funded with the revenue derived from the levy of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the levy of a new or increased assessment, the city council shall comply with Section 36623. Notice of all other public hearings pursuant to this section shall comply with both of the following:
(1) The resolution of intention shall be published in a newspaper of general circulation in the city once at least seven days before the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by first class mail, at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification.
(b) The city council shall adopt a resolution of intention which states the proposed modification prior to the public hearing required by this section. The public hearing shall be held not more than 90 days after the adoption of the resolution of intention.

36637. Reflection of modification in notices recorded and maps

Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recorded pursuant to Division 4.5 (commencing with Section 3100), in a manner consistent with the provisions of Section 36627. 60 April 22, 2019
Downtown Visalia PBID Management District Plan Page 31

CHAPTER 3.5. Financing

36640. Bonds authorized; Procedure; Restriction on reduction or termination of assessments

(a)The city council may, by resolution, determine and declare that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted pursuant to Section 36625, if the resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1915 (Division 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code). Either act, as the case may be, shall govern the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessary to accommodate assessments levied upon business pursuant to this part.
(b) The resolution adopted pursuant to subdivision (a) shall generally describe the proposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those improvements, specify the number of annual installments and the fiscal years during which they are to be collected. The amount of debt service to retire the bonds shall not exceed the amount of revenue estimated to be raised from assessments over 30 years.
(c) Notwithstanding any other provision of this part, assessments levied to pay the principal and interest on any bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.

CHAPTER 4. Governance

36650. Report by owners’ association; Approval or modification by city council

(a) The owners’ association shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be levied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The owners’ association’s first report shall be due after the first year of operation of the district. The report may propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the district, the basis and method of levying the assessments, and any changes in the classification of property, including any categories of business, if a classification is used.
(b) The report shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies, and, with respect to that fiscal year, shall contain all of the following information:
(1) Any proposed changes in the boundaries of the property and business improvement district or in any benefit zones or classification of property or businesses within the district. (2) The improvements, maintenance, and activities to be provided for that fiscal year. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that fiscal year.
(4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropriate, to estimate the amount of the assessment to be levied against his or her property or business for that fiscal year.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
(6) The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the owners’ association or may modify any particular contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and 36636.

The city council shall not approve a change in the basis and method of levying assessments that would impair an authorized or executed contract to be paid from the revenues derived from the levy of assessments, including any commitment to pay principal and interest on any bonds issued on behalf of the district. 61 April 22, 2019
Downtown Visalia PBID Management District Plan Page 32

36651. Designation of owners’ association to provide improvements, maintenance, and activities

The management district plan may, but is not required to, state that an owners’ association will provide the improvements, maintenance, and activities described in the management district plan. If the management district plan designates an owners’ association, the city shall contract with the designated nonprofit corporation to provide services.

CHAPTER 5. Renewal

36660. Renewal of district; Transfer or refund of remaining revenues; District term limit

(a) Any district previously established whose term has expired, or will expire, may be renewed by following the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues shall be spent to benefit only the parcels or businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior district, the remaining revenues attributable to these parcels shall be refunded to the owners of these parcels or businesses.
(c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the district is authorized to issue bonds, until the maximum maturity of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed district be the same as the original or prior district.

CHAPTER 6. Disestablishment

36670. Circumstances permitting disestablishment of district; Procedure

(a) Any district established or extended pursuant to the provisions of this part, where there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the city council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment. (2) During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30-day period shall begin two years after the date of the establishment of the district. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution of intention to disestablish the district. The city council shall notice a hearing on disestablishment. (b) The city council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hearing on disestablishment required by this section shall be given by mail to the property owner of each parcel or to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 days after mailing the notice to the property or business owners. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention.

36671. Refund of remaining revenues upon disestablishment or expiration without renewal of district; Calculation of refund; Use of outstanding revenue collected after disestablishment of district

(a) Upon the disestablishment or expiration without renewal of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded to the owners of the property 62 April 22, 2019
Downtown Visalia PBID Management District Plan Page 33
or businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished or expires. All outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan. (b) If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of any refund.

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Downtown Visalia PBID Management District Plan Page 34
APPENDIX 3 – PARCEL ASSESSMENT CALCULATIONS

MAP

KEY APN OWNER NAME LOT SIZE ASSESSMENT ZONE
1 093-175-007 VAN RYN JONATHAN A & NIKKI M (TRS) 17161 $772.25 2 2 093-175-009 MINYARD DAVID & LYNN A 6098 $274.41 2
3 093-175-010 LOMELLI MARIA C 11267 $0.00 2
4 093-176-003 ALI KARIM K 16428 $739.26 2
5 093-176-005 VINTAGE PRESS INC 7125 $320.63 2
6 093-181-001 FABRIE JERRY & EVELYN 7314 $329.13 2
7 093-181-006 KITCHEN WILLIAM R & JUDIETH K 8712 $0.00 2 8 093-181-007 PRICE & PRICE OPTOMETRISTS 6079 $273.56 2 9 093-181-008 RODARTE ELPIDIO 6161 $277.25 2
10 093-181-009 KWONG CARINA KAR MAY 5137 $231.17 2
11 093-181-012 TAYS ROBERT C (TR) 15688 $705.96 2
12 093-181-014 RICO CHARLES L JR & VIRGINIA A(TRS) 17548 $789.66 2 13 093-181-015 PETERS JOHN & SUZETTE 5877 $264.47 2
14 093-181-016 FARLEY MICHAEL & DIANE 25609 $1,152.41 2 15 093-181-017 CANERDAY CHAD 13700 $616.50 2
16 093-181-018 PETERS JOHN & SUZETTE 13385 $602.33 2
17 093-181-019 KITCHEN ERIC ALLEN 15924 $716.58 2
18 093-181-020 UNION PACIFIC RAILROAD CO 15611 $0.00 2 19 093-183-002 CARY KAREN ANN(TR)(CREDIT SHELTER T 7695 $346.28 2 20 093-183-003 CARY KAREN ANN (TR)(CREDIT SHELTER 10125 $455.63 2 21 093-183-006 BARRON RITA S & RICHARD B 8844 $397.98 2 22 093-183-010 J & P WALNUTS LP 8844 $397.98 2
23 093-183-011 VINTAGE PRESS INC 18348 $825.66 2
24 093-183-012 PARENTING NETWORK INC 17292 $778.14 2
25 093-184-003 INKSTER PATRICK J (TR) 8068 $0.00 2
26 093-184-004 MILLER WARREN BENTON II(TR)(WBM II 8712 $392.04 2 27 093-184-007 TRALEIKA LLC 7060 $317.70 2
28 093-184-008

TMSTERS CRMRY EMPS & DRVRS UN
#517 5990 $269.55 2
29 093-184-009 BROADMAN HOWARD R(TR)(LIV TR) 5034 $226.53 2 30 093-184-010 MILLER DAVID & BEVERLY (CO-TRS)(REV 2394 $107.73 2 31 093-184-011

EVANS EDWARD D & BRENDA
K(TRS)E&BE 12273 $552.29 2
32 093-184-012 MENDOZA MARIO & MANDI L 8500 $0.00 2
33 093-184-013 ELITE LIMOUSINE CA GP 7634 $343.53 2
34 093-185-003 TSCHANNEN BRUCE 8712 $392.04 2
35 093-185-004 CHAN JASON 8118 $365.31 2
64 April 22, 2019
Downtown Visalia PBID Management District Plan Page 35
36 093-185-005 VISALIA CITY OF 8118 $1,136.52 1
37 093-185-006 VISALIA CITY OF 8118 $1,136.52 1
38 093-185-016 VINTAGE PRESS INC THE 15870 $2,221.80 1 39 093-185-017 VINTAGE PRESS INC THE 17388 $782.46 2
40 093-186-001 R H C ASSOCIATES 69791 $3,140.60 2
41 093-187-001 JV-KC REAL ESTATE PROPERTIES 7924 $0.00 2 42 093-187-002 HERFURTH JAMES R & SHIRLEY F (TRS) 9508 $427.86 2 43 093-187-003 HERFURTH JAMES R & SHIRLEY F (TRS) 8714 $392.13 2 44 093-187-004 JV-KC REAL ESTATE PROPERTIES 8717 $0.00 2 45 093-187-011 JVKC REAL ESTATE PARTNERSHIP 11480 $516.60 2 46 093-187-012 LEAL ROBERT & STACY 13782 $620.19 2
47 093-187-013 JVKC REAL ESTATE PARTNERSHIP 9588 $431.46 2 48 093-188-001

MC CULLOUGH WILLIAM A JR &
ESPERANZ 6570 $295.65 2
49 093-188-002 HILL CLARENCE H (TR) (REV TR) 6678 $300.51 2 50 093-188-003 HILL CLARENCE H (TR) (REV TR) 6678 $300.51 2 51 093-188-004 HILL CLARENCE (TR) (REV TR) 6678 $300.51 2 52 093-188-005 LEDFORD DIANE F & MERL III(TRS FAM 6678 $300.51 2 53 093-188-006 VOONG CALVON MD 6678 $300.51 2
54 093-188-007 RAIBLEY JOHN C & BARBARA J(TRS)(REV 6678 $300.51 2 55 093-188-010 SPRAGUE KEITH M & DARLENE M 6448 $290.16 2 56 093-188-011

GROEN GREGORY D & MARJORIE
JOANNE ( 13356 $601.02 2
57 093-191-001 CELILLO DON G (TR) 6552 $294.84 2
58 093-191-002 CELILLO DON G (TR) 6678 $300.51 2
59 093-191-003 CELILLO DON G (TR) 6678 $300.51 2
60 093-191-009 CELILLO DON G (TR) 6678 $300.51 2
61 093-191-010 CELILLO DON G(TR) 6678 $300.51 2
62 093-191-011 CELILLO DON G (TR) 6552 $294.84 2
63 093-191-012 WEST AMERICA BANK 13356 $601.02 2
64 093-191-013 MC INTOSH FAMILY LP 13356 $601.02 2
65 093-192-001 SAMUEL MARGUERITE(TR)(M S LIV TR) 8712 $392.04 2 66 093-192-002 LUISI STEVEN D & SHARON L (TRS) 8712 $392.04 2 67 093-192-003 PRO DEVELOPMENT LLC 17424 $784.08 2
68 093-192-004 NASH LIMITED PARTNERSHIP 8712 $392.04 2 69 093-192-005 PETERSON PAUL STANLEY & MONICA 8712 $392.04 2 70 093-192-006 LUISI STEVEN D & SHARON L (TRS) 8712 $392.04 2 71 093-192-007 SCHNEIDER GERALD M & NANCY L(TRS) 8712 $392.04 2 72 093-193-001 SA SUZANNE & LESLIE 8712 $392.04 2
73 093-193-007 VISALIA MEMORIAL DISTRICT 26136 $1,176.12 2 65 April 22, 2019
Downtown Visalia PBID Management District Plan Page 36
74 093-193-010 MILLER PRESTON 12936 $582.12 2
75 093-193-014 GHS PROPERTIES 13200 $594.00 2
76 093-193-015 VALLEY OAK CREDIT UNION 7260 $326.70 2
77 093-194-002 WHITLATCH LYMAN W & CLARE (TRS) 5357 $749.98 1 78 093-194-012 ARAGON LLC 11088 $1,552.32 1
79 093-194-013 REGENCY INVESTMENTS GP 8220 $1,150.80 1 80 093-194-014 REGENCY INVESTMENTS GP 2868 $401.52 1
81 093-194-016 DOE RUSSELL M & TAMARA J (TRS)(CH R 15708 $2,199.12 1 82 093-194-019 PERRY DANIEL M (TR) 5544 $776.16 1
83 093-194-021 MARTIN & MARTIN PROPERTIES LLC 16016 $2,242.24 1 84 093-195-001 OUZOUNIAN INVESTMENTS I 25700 $3,598.00 1 85 093-195-005 SUNCREST BANK 17381 $2,433.34 1
86 093-195-006 SUNCREST BANK 24400 $3,416.00 1
87 093-196-001 ANUPA INC 17424 $784.08 2
88 093-196-011 NASH PROPERTIES LLC 26136 $1,176.12 2
89 093-196-015 MACKLIN KAREN L 4914 $221.13 2
90 093-196-016 MACKLIN KEVIN A 3777 $169.97 2
91 093-196-017 KENT STEPHEN F & MARCIA N (TRS) 8712 $392.04 2 92 093-196-018 YEHYA NASSER AHMED 8712 $392.04 2
93 093-197-003 VALLEY BUSINESS BANK 3300 $148.50 2
94 093-197-005 BINESH BORNA 5742 $258.39 2
95 093-197-006

SIMONIAN THOMAS & CYNTHIA (TRS S
LI 2970 $133.65 2
96 093-197-007

COPPOLA GARY A(SCSR TR)(VMC REV
TR) 14111 $635.00 2
97 093-197-008 VALLEY BUSINESS BANK 43560 $1,960.20 2
98 093-198-001 VISALIA CITY OF 12600 $567.00 2
99 093-198-002 DOUGHERTY LISA M 6360 $286.20 2
100 093-198-003 ALLEN DAVID E & JAMIE E 6360 $286.20 2 101 093-198-004 EVANS BRUCE L & CYNTHIA R(TRS)(B&CE 6360 $286.20 2 102 093-198-007 MANGINI PROPERTIES FAMILY LP 6784 $305.28 2 103 093-198-008 COHN DAVID & CARYL (TR) 6430 $289.35 2 104 093-198-009 WAGNER SUSAN ALDRICH 6990 $0.00 2
105 093-198-010 SETTIMI JANINE(TR FAM TR) 13516 $608.22 2 106 093-201-003 VISALIA CITY OF 8190 $0.00 2
107 093-201-007 VISALIA CITY OF 7788 $350.46 2
108 093-201-008 VISALIA CITY OF 5691 $256.10 2
109 093-201-009 VISALIA CITY OF 5624 $0.00 2
110 093-201-010 VISALIA CITY OF 5919 $0.00 2
111 093-201-011 VISALIA CITY OF 7146 $0.00 2
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Downtown Visalia PBID Management District Plan Page 37
112 093-201-012 KAWEAH DELTA HEALTH CARE DISTRICT 18649 $839.21 2 113 093-201-013 KAWEAH DELTA HEALTH CARE DISTRICT 5800 $261.00 2 114 093-201-014 KAWEAH DELTA HEALTH CARE DISTRICT 7424 $334.08 2 115 093-201-015 KAWEAH DELTA HEALTH CARE DISTRICT 5800 $261.00 2 116 093-201-016 KAWEAH DELTA HEALTH CARE DISTRICT 5275 $237.38 2 117 093-201-018 VISALIA CITY OF 23489 $1,057.01 2
118 093-201-019 KAWEAH DELTA HEALTH CARE DISTRICT 1618 $72.81 2 119 093-201-020 KAWEAH DELTA HEALTH CARE DISTRICT 13854 $623.43 2 120 093-201-022 VISALIA CITY OF 14900 $670.50 2
121 093-201-023 POSTON JEFFERY L & MARLENE A(TRS)(R 17925 $806.63 2 122 093-202-002 VISALIA CITY OF 160556 $7,225.02 2
123 093-203-001 TSK LLC 8714 $392.13 2
124 093-203-004 KAWEAH DELTA HEALTH CARE DIST 8707 $391.82 2 125 093-203-008 KAWEAH DELTA HEALTH CARE DISTRICT 2904 $130.68 2 126 093-203-009 KAWEAH DELTA HEALTH CARE DISTRICT 3036 $136.62 2 127 093-203-010 CHERNEY PHILLIP H & LORI A 2805 $126.23 2 128 093-203-013 KAWEAH DELTA HEALTH CARE DISTRICT 13935 $627.08 2 129 093-203-014 KAWEAH DELTA HEALTH CARE DISTRICT 12486 $561.87 2 130 093-203-015 HILL CLARENCE H (TR) (REV TR) 17418 $783.81 2 131 093-204-001 RUSSELL T MITTS INC 8612 $1,205.68 1
132 093-204-002 RUSSELL T MITTS INC 8873 $1,242.22 1
133 093-204-009

MITTS THOMAS F(TR)(TR A UWO LINDA
K 16928 $2,369.92 1
134 093-204-018 KAWEAH DELTA HEALTH CARE DISTRICT 18820 $846.90 2 135 093-204-019 VISALIA CITY OF 16416 $0.00 2
136 093-204-020 KAWEAH DELTA HEALTH CARE DISTRICT 91911 $4,136.00 2 137 093-206-002 SORENSEN BRANDON N & CALI CARLIN 10824 $487.08 2 138 093-206-009 CRISTALLO LUIGI 10738 $483.21 2
139 093-206-012 KAWEAH DELTA HEALTH CARE DISTRICT 30793 $1,385.69 2 140 093-206-013 KAWEAH DELTA HEALTH CARE DISTRICT 1742 $78.39 2 141 093-206-014 KAWEAH DELTA HEALTH CARE DISTRICT 4859 $0.00 2 142 093-206-015 JOHNSON ROGER A & LYDIA A (TRS) 8250 $371.25 2 143 093-206-016 JOHNSON ROGER A & LYDIA A (TRS) 7237 $325.67 2 144 093-224-006 PATINO ALEXANDER N & MARIE L (TRS) 6678 $0.00 2 145 093-225-005 ADENIJI ADEGOKE 6572 $0.00 2
146 093-225-006 JACKSON JOHN K 6572 $295.74 2
147 093-231-009 CH-VISALIA COMMUNITY COVENANT 30165 $1,357.43 2 148 093-232-002 KISER JACOB & JAE 13386 $0.00 2
149 094-100-041 VISALIA CITRUS PACKING GROUP LP 22214 $999.63 2 150 094-100-042 VISALIA CITRUS PACKING GROUP LP 32275 $1,452.38 2 67 April 22, 2019
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151 094-221-010 VISALIA CITY OF 24893 $3,485.02 1
152 094-221-015 MISSION LINEN SUPPLY 9331 $1,306.34 1
153 094-221-016 4 CREEKS INVESTMENTS LLC 35719 $5,000.66 1 154 094-231-001

WILLIAM & DORIS LAND & ENERGY CO
LL 1184 $165.76 1
155 094-231-014

WILLIAM & DORIS LAND & ENERGY CO
LL 16334 $2,286.76 1
156 094-231-021 EZELL HUGH L (610) 1686 $236.04 1
157 094-231-023

WILLIAM & DORIS LAND & ENERGY CO
LL 16847 $2,358.58 1
158 094-235-019 SHARMA DINESH & DIANE L(TRS)(REV LI 30800 $4,312.00 1 159 094-240-001 ELMA LAND 12141 $546.35 2
160 094-240-002 VISALIA CITY OF 21780 $980.10 2
161 094-240-013 AEQUUS HOLDINGS LLC 19496 $2,729.44 1
162 094-240-040 VISALIA CITY OF 23986 $1,079.37 2
163 094-240-041 VISALIA CITY OF 12842 $577.89 2
164 094-240-044 AMIDI PARTNERS LLC 43149 $1,941.71 2
165 094-250-038

CUSENZA FAMILY LIMITED
PARTNERSHIP 65340 $2,940.30 2
166 094-250-039

CUSENZA FAMILY LIMITED
PARTNERSHIP 6144 $276.48 2
167 094-250-045 VISALIA CITRUS PACKING GROUP LP 33687 $1,515.92 2 168 094-250-046 VISALIA LAND & INVESTMENT CO LLC 47916 $2,156.22 2 169 094-271-004

KOOBATIAN STEVEN D & KARIN BETH
(CO 19428 $874.26 2
170 094-271-005 TWINPALMSDINUBA LLC 9174 $412.83 2
171 094-272-007 PEREZ EDDIE R & SUSIE S 8194 $0.00 2
172 094-272-008 H2KW 8250 $371.25 2
173 094-273-004 FISHER INVESTMENT GROUP LLC 8133 $365.99 2 174 094-273-005 FISHER INVESTMENT GROUP 8130 $0.00 2
175 094-273-006 AGUIAR MANUEL TOSTE (TR) 16255 $731.48 2 176 094-274-006 FAMILY HEALTHCARE NETWORK 32670 $1,470.15 2 177 094-281-001 BIANCO PHILIP S & MAUREEN A 5197 $233.87 2 178 094-281-002 CH-CHRISTIAN FAITH FELLOWSHIP-VIS 5197 $233.87 2 179 094-281-003 CH-CHRISTIAN FAITH FELLOWSHIP-VIS 5952 $267.84 2 180 094-281-004 LOCAL 1109 UNITED BROTHERHOOD OF 16275 $732.38 2 181 094-281-005 BIANCO PHILIP S & MAUREEN A 8167 $367.52 2 182 094-281-006 BIANCO PHILIP S & MAUREEN A 4083 $183.74 2 183 094-281-007 TULARE COUNTY OF 16335 $735.08 2
184 094-281-009 BIANCO PHILIP S & MAUREEN A 4083 $183.74 2 185 094-282-001 KOOBATIAN STEVEN D & KARIN (TRS) 8184 $368.28 2 68 April 22, 2019
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186 094-282-002 MADRIGAL RITA IRENE 16335 $735.08 2
187 094-282-003 DOWNS ELIZABETH A 3575 $160.88 2
188 094-282-004 DOWNS ELIZABETH A 6580 $296.10 2
189 094-282-005 ARTS VISALIA 6188 $278.46 2
190 094-282-006 SAFCO OF AMERICA LLC 8184 $368.28 2
191 094-282-007 VARTANIAN JOHN G JR (TR BYPASS TR) 18480 $831.60 2 192 094-283-001 VISALIA CITY OF 66957 $3,013.07 2
193 094-284-006 VISALIA CITY OF 9822 $441.99 2
194 094-284-008 FAMILY HEALTHCARE NETWORK 54885 $2,469.83 2 195 094-285-001 SUMIDA ROY Y & LINDA H (TRS) 8118 $1,136.52 1 196 094-285-008 VISALIA CITY OF 32670 $4,573.80 1
197 094-285-009 SUMIDA KAMIO J & TAKAKO J (TRS) 15963 $2,234.82 1 198 094-285-010 SUMIDA ROY Y & LINDA H (TRS) 8550 $1,197.00 1 199 094-285-014 PILE PARTNERS #1 LLC 14698 $661.41 2
200 094-285-015 VISALIA CITY OF 17294 $778.23 2
201 094-285-017 VISALIA CITY OF 32536 $1,464.12 2
202 094-286-002 GREGORY CYNTHIA C (TR) 32670 $4,573.80 1 203 094-286-003 ON TRACK VENTURES LLC 32670 $1,470.15 2 204 094-287-001 TULARE COUNTY OF 69696 $9,757.44 1
205 094-291-001 VISALIA CITY OF 18315 $2,564.10 1
206 094-291-005 BFD INVESTMENT CO LLC 10148 $1,420.72 1 207 094-291-006 FREITAS DANIEL S & JEANETTE A 6290 $880.60 1 208 094-291-007 SCIACCA SAM A & MARLENE (TR) 3185 $445.90 1 209 094-291-008 KNOWLES KENNETH K (SURV TR) 2226 $311.64 1 210 094-291-009 FREITAS DANNY & JEANETTE 10482 $1,467.48 1 211 094-291-011 VISALIA CITY OF 14355 $2,009.70 1
212 094-292-012 BK OF AMER NATL TR & SAV ASSN 67518 $9,452.52 1 213 094-293-002 ESTES DONALD R & LYDIA B(TRS FAM RE 10339 $1,447.46 1 214 094-293-003 ESTES DONALD R & LYDIA B(TRS FAM RE 10306 $1,442.84 1 215 094-293-004 VISALIA CITY OF 10642 $1,489.88 1
216 094-293-006 THREE TEN CENTER STREET LLC 27123 $3,797.22 1 217 094-293-007 THREE TEN CENTER STREET LLC 5547 $776.58 1 218 094-294-013 LUM CHRISTOPHER M (TR) 12733 $1,782.62 1 219 094-294-014 SCHAEFER KIMBERLY LUM(TR)(LIV TR) 19823 $2,775.22 1 220 094-294-015 CURTI KENNETH J(TR)(K J CURTI TR) 19746 $2,764.44 1 221 094-294-016 CURTI KENNETH J (TR) (KJC 1999 TR) 10952 $1,533.28 1 222 094-295-008 LEE CHE PING & CHUI PING 33901 $4,746.14 1 223 094-295-010 WHITTLESEY MARK (TR) 33898 $4,745.72 1 224 094-296-001 VISALIA CITY OF 7722 $1,081.08 1
225 094-296-002 CORTES GILBERTO & ALICIA (TRS) 3960 $554.40 1 69 April 22, 2019
Downtown Visalia PBID Management District Plan Page 40
226 094-296-005 YOUNG ALBERT(CO TR)(YKY LIV TR) 4974 $696.36 1 227 094-296-006

KORSGADEN TROY LEE(TR)(TLK SEP
PROP 4530 $634.20 1
228 094-296-009 EQUITABLE HOTELS 16335 $2,286.90 1
229 094-296-010 CALTERRAS 4083 $571.62 1
230 094-296-011 LESLIE A MOSLEY LLC 3844 $538.16 1
231 094-296-012 BEVERLY FABRICS INC 5761 $806.54 1
232 094-296-013 BREWBAKERS INC 2400 $336.00 1
233 094-296-014 LESLIE A MOSLEY LLC 3713 $519.82 1
234 094-296-015 LESLIE A MOSLEY LLC 4368 $611.52 1
235 094-296-016 LESLIE A MOSLEY LLC 7440 $1,041.60 1
236 094-296-017 ADCC VISALIA OFFICE PARNTERS LLC 7870 $1,101.80 1 237 094-296-018 VISALIA CITY OF 48473 $6,786.22 1
238 094-296-019 315 E MAIN STREET LLC 10890 $1,524.60 1 239 094-298-001 GARCIA CAROL J (SCSR TR) 5816 $814.24 1 240 094-298-002

THOMPSON CYRIL ROBERT & ELIZABETH
J 3921 $548.94 1
241 094-298-003

VALENCIA REVOC FAMILY TR DATED
2/11 2496 $349.44 1
242 094-298-004 SCIACCA SAM A & MARLENE E(TRS)(FAM 3659 $512.26 1 243 094-298-005 BULLOCK-GOLDEN PARTNERSHIP 3489 $488.46 1 244 094-298-006 NOBLE INVESTORS LLC 3805 $532.70 1
245 094-298-007 1329 W RANCHO VISTA BLVD LLC 2336 $327.04 1 246 094-298-008 1329 W RANCHO VISTA BLVD LLC 5606 $784.84 1 247 094-298-011 VISALIA CITY OF 9012 $1,261.68 1
248 094-298-012 FOUR CREEKS LODGE 94-IOOF 8032 $1,124.48 1 249 094-298-013 VISALIA CITY OF 7447 $1,042.58 1
250 094-298-015 LINDSEY CAROL (TR)(2016 CL SEP PROP 2310 $323.40 1 251 094-298-016 SHIRK JENNIFER CONN 5857 $819.98 1
252 094-301-009 CAL-WESTERN FARMING CO 32670 $4,573.80 1 253 094-302-007 METZGER PERRY LLOYD 16335 $2,286.90 1
254 094-302-008 METZGER PERRY LLOYD 16335 $2,286.90 1
255 094-302-013 VISALIA CITY OF 26070 $3,649.80 1
256 094-302-016 VISALIA CITY OF 204732 $28,662.48 1
257 094-302-018 HOTEL CIRCLE GL HOLDING LLC 149284 $20,899.76 1 258 094-302-019 VISALIA CITY OF 60548 $8,476.72 1
259 094-302-020 VISALIA CITY OF 35550 $4,977.00 1
260 094-304-005 SMITH AUTO PARTS 8692 $1,216.88 1
261 094-304-006 216 SOUTH BRIDGE ST LP 60984 $8,537.76 1 262 094-305-002 KMK ENTERPRISES 17424 $2,439.36 1
70 April 22, 2019
Downtown Visalia PBID Management District Plan Page 41
263 094-305-003 K M K ENTERPRISES 17424 $2,439.36 1
264 094-305-008 SPS 410 INVESTMENTS LLC 23743 $3,324.02 1 265 094-305-009 SPS 410 INVESTMENTS LLC 9782 $1,369.48 1 266 094-311-011 KAWEAH DELTA HEALTH CARE DISTRICT 5170 $232.65 2 267 094-311-012 KAWEAH DELTA HEALTH CARE DISTRICT 9405 $423.23 2 268 094-311-014 KAWEAH DELTA HEALTH CARE DISTRICT 12524 $563.58 2 269 094-311-019 KAWEAH DELTA HEALTH CARE DISTRICT 8464 $1,184.96 1 270 094-311-020 KAWEAH DELTA HEALTH CARE DISTRICT 420789 $18,935.51 2 271 094-311-021 ELLISON BETTY TAYLOR (TR BYPASS TR 8184 $1,145.76 1 272 094-311-022 KELLER DENNIS R & CATHLYN A(TRS) 8150 $1,141.00 1 273 094-311-023 202 W WILLOW LLC 12540 $1,755.60 1
274 094-311-024 202 W WILLOW LLC 10329 $1,446.06 1
275 094-311-025 PACIFIC BELL 22568 $3,159.52 1
276 094-313-005 U S A USPS 32736 $4,583.04 1
277 094-313-009 VISALIA MASONIC BUILDING ASSN 17424 $784.08 2 278 094-313-010 J S T LLC 17424 $784.08 2
279 094-313-013 VISALIA CITY OF 34141 $1,536.35 2
280 094-313-014 WILLOW STREET DEVELOPMENT CO LLC 46609 $6,525.26 1 281 094-321-003

MARTIN MICHAEL A & DARLENE M (CO-
TR 12750 $1,785.00 1
282 094-321-004

MARTIN MICHAEL A & DARLENE M(TRS
FA 12750 $1,785.00 1
283 094-321-007 VISALIA CITY OF 26928 $3,769.92 1
284 094-322-001 CENTRAL VALLEY COMMUNITY BANK 16335 $2,286.90 1 285 094-322-002

FRANEY ROGER G (CO-TR)(EMF BYPASS
T 16335 $2,286.90 1
286 094-322-003 VISALIAN FRIENDS OF THE FOX THEATRE 15411 $2,157.54 1 287 094-322-004 FRANEY FAMILY LIMITED PARTNERSHIP 8406 $1,176.84 1 288 094-322-005 320 W MAIN LLC 7005 $980.70 1
289 094-323-003 MARTIN & MARTIN PROPERTIES LLC 28538 $3,995.32 1 290 094-323-004 LUCIO MARK A & LEE ANN E 3960 $554.40 1 291 094-323-005 KENT MARCIA & STEPHEN F (TRS) 2838 $397.32 1 292 094-323-006 MITCHELL WILLIAM N (TR LIV TR) 2838 $397.32 1 293 094-323-007 SIMONS JAMES F 3990 $558.60 1
294 094-323-008 BIANCO JOHN P & SUZANNE M 3713 $519.82 1 295 094-323-009 GARCIA INVESTMENTS 6421 $898.94 1
296 094-323-011 BRITTBRANDT PROPERTIES LLC 5280 $739.20 1 297 094-323-012 VISALIA CITY OF 9396 $1,315.44 1
298 094-324-001 120 W MAIN ST LLC 7706 $1,078.84 1
299 094-324-002

RANSBERGER WILLIAM RAY & JUDITH
LEE 7705 $1,078.70 1
71 April 22, 2019
Downtown Visalia PBID Management District Plan Page 42
300 094-324-003

CUSENZA FAMILY LIMITED
PARTNERSHIP 15645 $2,190.30 1
301 094-324-007 SHAHAN ROBERT & SABRINA(TRS LIV TR) 8999 $1,259.86 1 302 094-324-009 VISALIA CITY OF 23667 $3,313.38 1
303 094-325-002 MC ALPINE BETTY SUE (TR) 5018 $702.52 1 304 094-325-003 BOOKOUT RALPH & BETTY (TRS) 15411 $2,157.54 1 305 094-325-012 JILANI SHAIQUEL 10519 $1,472.66 1
306 094-325-015 LOURENCO CARLOS 5650 $791.00 1
307 094-325-016 VISALIA CITY OF 15842 $2,217.88 1
308 094-325-017

CUSENZA FAMILY LIMITED
PARTNERSHIP 10388 $1,454.32 1
309 094-326-001 HI JACK AND BUSY BEA LLC 7706 $1,078.84 1 310 094-326-002 HI JACK AND BUSY BEA LLC 16462 $2,304.68 1 311 094-326-003 VACARRO JOE & MARIA G 2919 $408.66 1
312 094-326-004 PETERSEN MARGARET E(TR)(BYPASS TR) 2918 $408.52 1 313 094-326-005 BOOKOUT RALPH & BETTY (TRS) 9387 $1,314.18 1 314 094-326-006 WIEBE MICHELLE R (TR) (REV LIV TR) 2919 $408.66 1 315 094-326-007 VAN RYN JONATHAN A 5838 $817.32 1
316 094-326-010 COREVAL LLC 3484 $487.76 1
317 094-326-017 VACARRO JOE & MARIA G 13625 $1,907.50 1 318 094-326-018 BIANCO PHILLIP S & MAUREEN A 7624 $1,067.36 1 319 094-326-023 FAMILIA FLORES INC 7220 $1,010.80 1
320 094-326-024 CENTER FOR SPIRITUAL LIVING VISALIA 4146 $580.44 1 321 094-326-025 CHOICE PROPERTIES GP 9934 $1,390.76 1
322 094-326-026 VISALIA CITY OF 48351 $6,769.14 1
323 094-327-001 TDS INVESTMENTS LLC 16962 $2,374.68 1
324 094-327-003 KENT MARCIA & STEPHEN F (CO-TRS) 4097 $573.58 1 325 094-327-004 KAWEAH DELTA HEALTH CARE DISTRICT 31618 $4,426.52 1 326 094-331-007 VISALIA NEWSPAPERS INC 53267 $2,397.02 2 327 094-332-002 COUNTRYMAN L KENNETH (TR) 8167 $367.52 2 328 094-332-003 PARRY SUSAN 8032 $361.44 2
329 094-332-004 HILL CLARENCE H (TR) (REV TR) 7375 $331.88 2 330 094-332-006 SIERRA ELK LLC 6744 $303.48 2
331 094-332-007 SEYMOUR JEAN (TR)(EST OF) 9585 $0.00 2 332 094-332-008 HILL CLARENCE H (TR) (MARITAL DED T 8187 $368.42 2 333 094-332-009 NEPINSKY BRIAN C & VALERIE 7986 $359.37 2 334 094-332-010 KAWEAH MANAGEMENT COMPANY 6652 $0.00 2 335 094-333-005 TULARE COUNTY OF 71874 $3,234.33 2
336 094-333-006 VISALIA CITY OF 47916 $2,156.22 2
337 094-334-010 VISALIA CITY OF 43560 $1,960.20 2
72 April 22, 2019
Downtown Visalia PBID Management District Plan Page 43
338 094-334-011 VISALIA SENIOR HOUSING II INC 25525 $1,148.63 2 339 094-335-001 GAMEZ JO ANN(SCSR)(TR KCH) 12251 $551.30 2 340 094-335-004 SHEKLIAN MYRON EDWARD(SCSR TR) 8167 $1,143.38 1 341 094-335-008 DUCOR COLD STORAGE LLC 9900 $1,386.00 1 342 094-335-009 VISALIA CITY OF 9900 $1,386.00 1
343 094-335-010 FARLEY MICHAEL L & DIANE C 4703 $658.42 1 344 094-335-011 VANDERHAM ROBERT W & LENA 20139 $906.26 2 345 094-336-001 KAESTNER PHILLIP 2508 $0.00 2
346 094-336-002 SULLIVAN J PATRICK & CHRISTINE 1452 $65.34 2 347 094-336-003 225 OAK AVE LLC 4092 $184.14 2
348 094-336-004 CH-FIRST PRESBYTERIAN OF VISALIA 24354 $1,095.93 2 349 094-336-005 CH-FIRST PRESBYTERIAN OF VISALIA 7920 $1,108.80 1 350 094-336-006 CH-FIRST PRESBYTN OF VIS (TR PRES O 8180 $1,145.20 1 351 094-336-007 JKP LAND LLC 8167 $1,143.38 1
352 094-336-010 VISALIA CITY OF 8167 $1,143.38 1
353 094-337-001 STORY WALTER R & PEGGY SUE (TRS)(FA 8167 $367.52 2 354 094-337-002 KRIKOIRAN BETTY J (TR) (MAR TR B) 8167 $367.52 2 355 094-337-003 OAK STREET STUDIOS 2158 $97.11 2
356 094-337-004 METZGER KENNETH R (TR) 3635 $163.58 2
357 094-337-005 SEBERT SHAWN & DOROTHY 1872 $84.24 2
358 094-337-006 CITRUS RESEARCH BOARD 8871 $399.20 2
359 094-337-007 LEGACY INVESTMENTS LLC 7654 $1,071.56 1 360 094-337-008 LEGACY INVESTMENTS LLC 3969 $555.66 1
361 094-337-009 VALHALLA FAMILY INVESTMENTS LLC 5454 $763.56 1 362 094-337-010 VALHALLA FAMILY INVESTMENTS LLC 3969 $555.66 1 363 094-337-011 MC ALPINE BETTY SUE (TR) 7654 $1,071.56 1 364 094-337-012 VALHALLA FAMILY INVESTMENTS LLC 3969 $555.66 1 365 094-338-012 BILL & TANYA MILLER FAMILY LTD PTNS 52272 $7,318.08 1 366 094-341-005 LAIRD PHILIP B & CAROL L(TRS)LAIRD 8167 $0.00 2 367 094-341-006 LAIRD PHILIP B & CAROL L(TRS)LAIRD 8168 $367.56 2 368 094-341-007 GILBERT AVIATION INDUSTRIES INC 8167 $367.52 2 369 094-342-005 HUTTON DONALD L & CATHY A(TRS) 5331 $239.90 2 370 094-342-006 GUTIERREZ JESUS R (TR) 5445 $0.00 2
371 094-342-007 GRANGER STEPHEN 9157 $0.00 2
372 094-342-008 FORD HENRY H & SHIRLEY D(TRS)(2014 12622 $0.00 2 373 094-344-005 CH-APOSTOLIC ASMBY FAITH IN CHRIST 16335 $735.08 2 374 094-344-006

PINE MANOR RECOVERY HOME GUILD
INC 16335 $735.08 2
Total

$500,291.13

73 April 22, 2019
Downtown Visalia PBID Management District Plan Page 44
APPENDIX 4 – TOTAL ESTIMATED MAXI MUM COST OF

IMPROVEMENTS, MAINTENANCE, AND ACTIVITIES

The estimated maximum cost of the line items below was developed based on the estimated costs of providing services in the proposed DTV PBID. The costs below are estimated, the actual line item costs will fluctuate. The table below shows expenditures from assessment and non -assessed funds.

Assessment funds are governed by Section VI. There is not limit on reallocation of non -assessment funds by the Association. The total maximum budget may exceed the maximum listed in this table if parcel ownership changes results in parcels being assessed at a higher rate due to a higher estimated benefit.

Year Environmental
Enhancements
Economic
Enhancements Administration Contingency /
Reserve Total
2020 $394,343.13 $73,067.05 $42,014.40 $15,755.39 $525,179.97 2021 $433,777.44 $80,373.76 $46,215.84 $17,330.93 $577,697.97 2022 $477,155.19 $88,411.13 $50,837.42 $19,064.02 $635,467.76 2023 $501,012.95 $92,831.69 $53,379.30 $20,017.22 $667,241.16 2024 $526,063.59 $97,473.27 $56,048.26 $21,018.08 $700,603.20 2025 $552,366.77 $102,346.94 $58,850.67 $22,068.99 $735,633.37 2026 $579,985.11 $107,464.28 $61,793.20 $23,172.44 $772,415.03 2027 $608,984.37 $112,837.50 $64,882.86 $24,331.06 $811,035.79 2028 $639,433.59 $118,479.37 $68,127.01 $25,547.6 $851,587.58 2029 $671,405.27 $124,403.34 $71,533.36 $26,824.99 $894,166.96 Total $5,384,527.41 $997,688.33 $573,682.32 $215,130.73 $7,171,028.79

74 April 22, 2019
Downtown Visalia PBID Management District Plan Page 45
APPENDIX 5 – SERVICES BY ZONE

Zone Environmental
Enhancements
Economic
Enhancements Administration Contingency /
Reserve
1  Pressure washing
of sidewalks.
 Tree lighting.
 Dumpster
enclosures clean
and sanitized.
 Christmas
decorations.
 Enhanced
landscaping.
 Capital
improvement
projects (new
street light
enhancements).
 Graffiti removal.

 Programs and
incentives designed
to attract, grow, and
incubate new
businesses.
 In-lieu parking
program to remove
barriers to
downtown
development.
 Promotions to
improve the
downtown image
and invite customer
to assessed parcels.

Administrative
costs related to
providing activities,
maintenance, and
improvements.

Funds held in
contingency /
reserve to be used
as determined by
the Association.
2  Pressure washing
of sidewalks (as
needed).
 Dumpster
enclosures clean
and sanitized (as
needed).
 Graffiti removal.
 Some capital
improvement
projects.

 Programs and
incentives designed
to attract, grow, and
incubate new
businesses.

Administrative
costs related to
providing activities,
maintenance, and
improvements
Funds held in
contingency /
reserve to be used
as determined by
the Association.

75 April 22, 2019
Downtown Visalia PBID Management District Plan Page 46
APPENDIX 6 – MAP

76 6
14 3
5 2
6 23241413 16147 15 32 2533 2618

W SCHOOL AVE
N W

ILLIS STW GOSHEN AVE
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
1 of 9
77 335
373374372 371
170
338326
368
367
366
370
369
178336 337329328327333 179
CR-J32

N FLORAL ST

W RACE AVE

N COURT ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
2 of 9
78 165
168
167
176
150
149
169 175
192 194 164
171172
173
174
166
186185180 159
GARDEN

N BRIDGE ST

N CHURCH ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
3 of 9
79 40
73 14
12 39
7 67
11 147
17 38
83 46
81 56
64 63
18 75 74
9 23
8 24
45 31
78 15
20 47
42 16
148
43 2122
72 6869
66 70
65 71
44 76
41 19
34 35
36 37
49 50 51
54 53
52 60
59 61
58 55
27 48
62 57
28 32
82 25
77 10
33 29
79 26
80 144
145
146
30 6 13

W OAK AVE

W CENTER ST

N JOHNSON ST

N CONYER ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
4 of 9
80 365
326 336
337
204
289
283
348
302
344
338
205285284
183
300286
335
281282
339
210
342
341
331
297
301
358
287
354
353
332
340
350
349
352
351
334
299
298
359363
288
330
295
361
327
328
329
333
177
296
343
347
360362364
290
179
293
294
356
208
291
292
345
355
209
357
346

W MAIN ST

W CENTER ST

N FLORAL ST

N COURT ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
5 of 9
81 212
192 194
162
204
164
203
202
201
196
216
160
219
220
161
191
200
157
155
197
211
199 163
218
221
213214
186
215
180
193
206
198
195
181
190 159
188189
207
217
182
187
184
156154

E MAIN ST

E OAK AVE

N CHURCH ST

N SANTA FE ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
6 of 9
82 122 136
97 88
84 86
139
87 117
96 85
112
98 134
121 130
135
133120
119
128
105
91 92
129
137
138
99 132
123
124
131
94 142
106
111
107
114
89 143
104
102
103
100
101
110
115
113
108
90 109
116
93 141
95 126
125
127
140118

W ACEQUIA
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
7 of 9
83 270
257
322
280
279
276
325
275
277
323
278
310
252
307
304317
273
268
305
308
274
321
267
313
269
272
271
248
309
318
249
319
315
239
306
303
266
320
324
240
316
242
314
311
312
241

W MINERAL KING AVE

S LOCUST ST
S W
EST ST
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
8 of 9
84 256
257
261
258
237
153
259
223 222 158
255
151
264
262 263
252
253 254
228
265
238
152
260
247
236
224
235
251
231
246
226
227
234
229
230
244
225
233
243
250
245
232

E ACEQUIA AVE

S BRIDGE ST

E MINERAL KING AVE
Downtown
Visalia
PBID
Zone 1
Zone 2
²
1 5
3 7
2 4
98 6 Page
9 of 9
85 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0705 Agenda Date: 5/18/2026 Agenda #: 1.

Agenda Item Wording:

Authorization to read ordinances by title only.

Visalia City Council Printed on 5/7/2026Page 1 of 1
powered by Legistar™
86 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0772 Agenda Date: 5/18/2026 Agenda #: 2.

Agenda Item Wording:

Award Design Contract - Authorize the City Manager to award a professional design services contract to Peters Engineering Group in the amount of $376,050 for the design of the Shirk Street widening over Mill Creek project.

Agenda Date: 05/18/2026
Prepared by:

Estrella Velasquez, Associate Engineer, [email protected], (559)713-4164 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 authorize the City Manager to award a professional design services contract to Peters Engineering Group for the design of the Shirk Street widening over Mill Creek project in the amount of $376,050.

Summary:

The Shirk Street widening over Mill Creek project will expand the roadway from two to four lanes between School and Hillsdale Avenues. The design includes extending the existing Mill Creek culvert and constructing improvements primarily on the east side of the roadway within existing right of way.

This project complements adjacent improvements to continue to upgrade Shirk Street into an arterial roadway, consistent with the General Plan Circulation Element.

Background Discussion:

Shirk Street is designated as an arterial roadway in the City of Visalia’sGeneral Plan Circulation Element and functions as a primary corridor for the industrial park, accommodating both passenger and commercial traffic. Continued industrial and residential growth in this area has contributed to increased traffic volumes. The current construction associated with the Shirk Street capacity enhancement project will widen the roadway from two to four lanes between Riggin Avenue and School Avenue, with a focus on establishing the ultimate eastern alignment. This effort maximized the use of existing right of way and constructed improvements to full width where feasible.

The Shirk Street widening over Mill Creek project represents a continuation of these improvements and will widen Shirk Street from two to four lanes between School and Hillsdale Avenues. The project will primarily construct improvements along the east side of the roadway, within the existing right of way. Development of the west side of the roadway, to achieve the full arterial buildout, will be deferred until adjacent properties are annexed into the city and developed.

To accommodate the roadway widening, the existing Mill Creek culvert, which currently terminates just north of Hillsdale Avenue, will be extended approximately 300 feet to the north. The completed improvements will provide a four-lane roadway configuration that is critical to the overall connectivity along this roadway. This project is one of several planned improvements along Shirk Street between Visalia City Council Printed on 5/15/2026Page 1 of 4
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along this roadway. This project is one of several planned improvements along Shirk Street between Riggin Avenue and Walnut Avenue. If adjacent segments are completed in advance, the unimproved section within this project area would create a bottleneck and reduce the effectiveness of the overall corridor upgrades.

Consultant Selection and Scope of Work
This project scope was originally advertised in 2019 as RFP-18-19-64 and awarded to GHD. Under GHD’scontract, the project advanced through preliminary engineering, including an assessment of the existing culvert’sstructural condition and hydraulic performance and an evaluation of alternatives for undergrounding the open creek. The design progressed to approximately 50% plans, specifications, and estimate (PS&E) stage and an Initial Study/Mitigated Negative Declaration was completed to satisfy CEQA requirements. However, the necessary permitting tasks were not completed during this phase, leaving a critical gap in advancing the project toward construction. In February 2026, GHD and the city mutually terminated the original design contract prior to completing the design and associated environmental clearance. As a result, the city engaged Peters Engineering Group to submit a proposal for design services to complete this project. Peters is currently designing the Shirk Street operational improvements project located over the Shirk interchange which is directly adjacent to this project. Following review of their proposal and scope refinement, Peters Engineering Group’sproposed fee of $377,110 was determined to be reasonable. Within their submitted scope and fee, three tasks totaling $74,110 were submitted as optional. Staff will only authorize the optional work if it is determined to be necessary as the design progresses.

Peters Engineering Group was awarded an on-call civil engineering services contract in April 2025, along with five (5) other qualified consulting firms: 4Creeks, Inc., Provost & Pritchard Consulting Group, TRC Engineering, Inc., Lane Engineering, Inc., and CWE. Peters Engineering Group was selected from the on-call list due to their concurrent work on the interim operational improvements along Shirk Street between Hillsdale Avenue and Noble Avenue. Their familiarity with the corridor will minimize rework, ensure consistency between project segments, and provide seamless connectivity from School Avenue to Noble Avenue.

Peters Engineering Group’sscope of work includes advancing the project design from its current 50% level to final construction plans, specifications, and cost estimates for the roadway widening and culvert extension. The consultant will also obtain the required state and federal permits associated with the culvert extension. According to the proposed schedule included in their scope of work, construction documents are anticipated to be completed in March 2027. Upon completion of the consultant’swork, city staff plans to advertise the project, with construction anticipated to begin in fall 2027. Construction is contingent upon securing the required environmental permits, complying with mitigation measures identified in the environmental document, and scheduling work within Mill Creek’s dry season, which generally extends from August through December.

Fiscal Impact:

This project is funded by multiple funds: Measure N (141), Storm Sewer Construction (221) and Transportation Impact (241). As outlined in Table 1: Current Project Funding, the current budget allocation is sufficient to fund the design services contract award to Peters Engineering Group. The fiscal impact associated with this action is limited to the design phase of the project.

See below the project funding breakdown.

Visalia City Council Printed on 5/15/2026Page 2 of 4
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Table 1: Current Project Funding (CP0305)
Project Funding Source
Measure N (141) $343,400
Storm Sewer Construction (221) $143,720
Transportation Impact (241) $4,611,200
Total Project Funding $5,098,320
Previous Design Costs
Staff Time $80,000
Design Services $395,000
Environmental Fees $3,000
Total Previous Design Costs $478,000
Additional Estimated Project Design
Costs
Staff Time $70,000
Design Services $303,000
Design Services (Optional) $73,050
Design Contingency (~10% of Design) $34,071
Permitting Fees (Estimated) $350,000
Total Additional Estimated Project Costs $830,121
Total Estimated Design Costs $1,308,121
Surplus (Deficit) $3,790,199
The current estimated cost for construction is $4,996,900 and is currently partially funded. The appropriation amounts needed from each fund for the construction phase is identified in the Capital Improvement Program in the 27/28 fiscal year.

Prior Council Action:

July 15, 2019 - City Council authorized the City Manager to award a professional design services contract for the Shirk Street widening over Mill Creek project to GHD.

Alternatives: An alternative to the recommended action is to deny authorization to award the professional design services contract. However, this may result in this segment of roadway becoming a choke point as the adjacent projects will continue to expand Shirk Street from two to four lanes.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to award a professional design services contract to Peters Engineering Group in the amount of $376,050 for the design of the Shirk Street widening over Mill Visalia City Council Printed on 5/15/2026Page 3 of 4
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Creek project.

Environmental Assessment Status: NEPA environmental assessment does not apply.

CEQA Review: Initial Study/Mitigated Negative Declaration, Completed Jan 2020, State Clearinghouse Number 2019120469
Deadline for Action: 05/18/2026
Attachments:

1. Project Location Map

2. Consultant Disclosure Form

3. Consultant Scope of Work

4. Draft Professional Services Agreement
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Printed on 5/15/2026Page 4 of 4
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90 LOCATION MAP

SHIRK STREET - SCHOOL AVENUE TO HILLSDALE AVENUE
91 On-Call Civil Engineering Services
RFQ NO. 24-25-29

OWNERSHIP DISCLOSURE
_________________________________________________________________ Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company _________________________________________________________________ Address
List the names of all principals, partners, and/or trustees. For corporations, provide names of officers, directors and all stockholders owning more than 10% equity interest in corporation:
_____________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________ ________________

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

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

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

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

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.
_________________________________________________________________________________ Print or Type Name of Bidder/Proposer/Contractor/Consultant/Supplier/Vendor/Company __________________________________________ ____________________________________ Signature of Company Authorized Individual Print or Type Name of Authorized Individual Peters Engineering Group
862 Pollasky Ave, Clovis CA 93612
X
Peters Engineering Group
David Peters
David Peters
Sheryl Peters
92 DISCLOSURE STATEMENTS

The following disclosure & statement apply to the Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company:

1. submitting a bid or proposal in response to a solicitation by City of Visalia; or

2. as Awardee of a contract/purchase order which is subject to approval by the Visalia City Council.

OWNERSHIP DISCLOSURE

_________________________________________________________________ Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company

_________________________________________________________________ Address

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

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

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

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract?

YES:_____ NO:_____ If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Council Member(s) Name Date of Contribution(s)

______________________________ ________________________

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

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.
_________________________________________________________________________________ Print or Type Name of Bidder/Proposer/Contractor/Consultant/Supplier/Vendor/Company

__________________________________________ ____________________________________ Signature of Company Authorized Individual Print or Type Name of Authorized Individual 4Creeks
324 S. Santa Fe St., Visalia, CA 93291
CEO: Matthew Ainley CPO: Molly Muirhead Director: David De Groot COO: Joel Alipaz CMO: Eric Riley Director: Rose Morgan CFO: Cody Smith Director: Randy Wasnick No stockholders over 10% Matthew Ainley
4Creeks
20393
94 On-Call Civil Engineering Services
RFQ NO. 24-25-29

OWNERSHIP DISCLOSURE

_________________________________________________________________ Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company

_________________________________________________________________ Address

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

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

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

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract?

YES:_____ NO:_____ If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Council Member(s) Name Date of Contribution(s)

______________________________ ________________________

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

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.
_________________________________________________________________________________ Print or Type Name of Bidder/Proposer/Contractor/Consultant/Supplier/Vendor/Company

__________________________________________ ____________________________________ Signature of Company Authorized Individual Print or Type Name of Authorized Individual

95 96
97 EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 1 of 9 Peters Engineering Group

City of Visalia
Shirk Street Widening and Mill Creek Crossing Project
Scope of Work
Introduction
Peters Engineering Group (Consultant) will provide the City of Visalia with engineering services for improvements to Shirk Street and the Mill Creek Ditch Crossing that will generally include roadway widening Hillsdale Avenue and School Avenue, construction of a box culvert within Mill Creek to allow for roadway widening, Army Corp of Engineers and California Department of Fish and Wildlife coordination and permitting, and associated services. Specifically, the Consultant’s services will consist of the following:

Basic Services
This phase includes review and completion of preliminary engineering work prepared by others such as draft plans, specifications, utility coordination, geotechnical study, hydrology study, and permitting activities. It is assumed that the hydrology study and environmental documents are complete and will not require any change or modifications. Specific tasks are as follows: Task 1 – Project Management The City will serve as the Lead Agency and Project Manager when interacting the Caltrans and other outside agencies. Peters will serve as the project manager for the prime consultant and any sub-consultants. Peters shall be responsible for the consulting team’s project management activities throughout the life of the contract including, but not limited to the following activities: 1. Project Administration in conformance with City of Visalia requirements. 2. Coordination and management of all sub-consultants. 3. Managing and updating the project schedule in coordination with the City of Visalia. 4. Scheduling meetings in coordination with City of Visalia staff. 5. Project coordination meetings (1 per month during the design period). Peters’ project manager will represent the Peters consultant team, attend the meeting, and bring updates for each of the disciplines. 6. Meeting minutes of all meetings will be kept and distributed to appropriate personnel. 7. Peters will be responsible for timely responses to City staff questions/correspondence within two working days of the request from the City. 8. Quality Control (QC): Consultant shall implement and maintain quality control procedures to manage conflicts, ensure product accuracy, and identify critical reviews and milestones. 98 EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 2 of 9 Peters Engineering Group

a. Quality Control program shall be in effect for the duration of the contract. b. Peters shall provide a QC review prior to each submittal. c. Design and calculations shall be independently checked, corrected, and back-checked. d. Conflicts and misalignments shall be corrected or identified for resolution. e. Peters’ QC person shall sign all draft & final plans and documents submitted to the City, in addition to the person responsible for preparing said plans and documents. 9. Prepare monthly progress reports and invoices to the City of Visalia.

10. Assisting the City of Visalia by providing information to be submitted to Army Corp of Engineers, as needed.

Peters Engineering Group has internal accounting processes in place that aid project managers in monitoring cost expenditures versus deliverables and continuously monitors the budgets by task to avoid cost overruns. Any budget adjustments could be a direct result of a modification of the scope of services as requested by the City.

Task 2 – Project Initiation
Upon issuance of the Notice to Proceed, Peters shall schedule a kick-off meeting with the City of Visalia. Only Peters’ Project Manager is required to attend the kick-off meeting, however Peters may invite other attendees as deemed necessary. This meeting will begin the official project initiation task and will help to bring all the parties to a mutual understanding. The project initiation task includes, but is not limited to the following items: 1. Schedule and attend the Project Kick-Off meeting. 2. Prepare agenda for Project Kick-off meeting. 3. Peters’ design engineer must conduct a site visit prior to the kick-off meeting and assess the conditions involving the design of the project. 4. Develop a list of issues and questions and coordination items for the Project Kick-off meeting. 5. Peters shall identify all necessary improvements that are needed for a complete design. 6. Review and refine project schedule in compliance with agreed upon schedule from Consultant Contract Agreement. 7. Review and discuss City and Peters responsibilities, as needed to clarify any questions. 8. Review and discuss Scope and Budget as outlined in the Peters Contract Agreement. 9. Prepare and distribute meeting minutes. 99 EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 3 of 9 Peters Engineering Group

Task 3 – Topographic and Boundary Survey Review Peters will review and utilize the topographic and boundary survey as follows: 1. Review basis of bearings, coordinate datum, benchmark note, and vertical datum of other existing topographic mapping. 2. Review AutoCAD/Civil 3D drawing file of other existing topographic mapping, including overall quality of the mapping detail and the completeness of the 3D surface. 3. Translate, rotate and vertically adjust the other consultant topographic mapping to be consistent with Consultant’s horizontal and vertical mapping datums. If a new topographic field survey and preparation of topographic mapping is determined to be required, this work will be considered additional services. Task 4 – 60% Improvement Plans Under this task the Peters consulting team will review previous work and improvement plans prepared by others and through consultation with City staff, further develop the improvement plans to the 60% design level. This scope of work assumes that the South Mill Creek Culvert will be lengthened with an in-kind double barrel cast-in-place reinforced concrete box culvert by approximately 330-ft to the north along the existing South Mill Creek alignment. Assumed in-kind lengthening with a double barrel cast-in-place reinforced concrete box culvert approximately 330-ft long with warped concrete wing walls and trash rider. Specifically, this task will include: 1. Schedule & attend a meeting to present the geometric approval drawing and preliminary design memorandum. 2. Review preliminary plans prepared by others and identify potential changes or modifications to the design. These suggested changes will be submitted to the City for review and discussion. 3. Peters team will update the previously prepared structural calculations and drawings for box culvert design to conform to the 2025 Caltrans Standard Specifications and the AASHTO LRFD Bridge Design Specifications 10th Edition with Caltrans Amendments 4. City and Peters shall review the findings of the preliminary design memorandum and geometric approval drawing. 5. Peters will update the quantities in accordance with Caltrans Standard Specifications and payment items. The Engineer’s Estimate of Probable Construction Cost (“Marginal Estimate”) for the project will be prepared using the most recent and relevant Caltrans Cost Data, Peters’ cost data, as well as the City’s cost data, if available. 6. Peters team will update the contract technical specification provisions for the project to conform with Caltrans 2025 Standard Specifications, Revised Standard Specifications, and Standard Special Provisions. Peters team will perform a structural load rating analysis of the 100

EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 4 of 9 Peters Engineering Group

existing North Mill Creek Culvert in accordance with the AASHTO Manual for Bridge Evaluation. Calculations will be based on the as-built drawings and the findings of our field investigations. Vehicles to be used in these analyses include the AASHTO legal load vehicles in accordance with Caltrans load rating procedures. 7. Peters will review geotechnical recommendations and provide updated design pavement thickness quantities. 8. The preliminary plans will be further developed to the 60% level based on discussions and feedback from the City on potential modifications and changes identified by the Consultant. This would include an evaluation of the proposed cross slopes, gutter slopes, and sloping outside the pavement area. 9. Provide storm drain design consistent with City’s already constructed pipeline in Shirk and connect to existing pipeline in Hillsdale. 10. The culvert design will be performed in general conformance with the following:  California Department of Transportation (Caltrans) Local Assistance Procedures Manual (LAPM) Chapter 11: Design Standards  Caltrans LAPM Chapter 12: Plans, Specifications, and Estimates  Caltrans 2025 Standard Plans & Specifications  Caltrans Bridge Design & Detailing Manuals  AASHTO LRFD Bridge Design Specifications 10th Edition with Caltrans Amendments Task 5– Army Corp of Engineers & California Department of Fish Wildlife Coordination The objective of this task is to obtain a Section 404 Permit from the U.S. Army Corps of Engineers (USACE) for the discharge of dredged or fill material into waters of the United States, in compliance with Section 404 of the Clean Water Act (CWA). Services will focus on federal permitting through the appropriate USACE District (e.g., Sacramento or San Francisco District, based on project location). Coordination will include pre-application consultations, application preparation, agency review, and permit issuance. This SOW assumes the project qualifies for an Individual Permit (IP) or expedited process such as a Letter of Permission (LOP) if impacts are minimal; General Permits (e.g., Nationwide Permits) will be evaluated as alternatives. This SOW also includes state-level permitting (e.g., California Department of Fish and Wildlife (CDFW) Section 1602 Agreement or Regional Water Quality Control Board certification under Section 401). This task will include the following:  Verify jurisdictional determination request to USACE to confirm if the creek qualifies as "waters of the U.S." (including wetlands delineation if applicable). 101

EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 5 of 9 Peters Engineering Group

 Initiate pre-application consultation with USACE District Regulatory Branch, including site visit if requested.  Identify and coordinate with co-applicant agencies (e.g., EPA for Section 401 certification, USFWS for endangered species consultation under Section 7 of the Endangered Species Act).  Evaluate permit type suitability (e.g., IP, LOP, or Nationwide Permit) based on impact thresholds (e.g., <0.5 acres of fill for LOP eligibility).  Prepare Section 404 permit application package per USACE ENG Form 4345, including:  Project description, location maps (USGS quad, coordinates), and engineering drawings (plan/profile views, cross-sections).  Alternatives analysis (demonstrating no practicable alternatives with lesser environmental impact).  Delineation of aquatic resources and impact calculations (e.g., using USACE-approved methodologies for linear impacts).  Mitigation and monitoring plan (e.g., compensatory mitigation via on-site restoration or mitigation bank credits, if impacts exceed avoidance thresholds).  Submit previously prepared hydraulic modeling (e.g., HEC-RAS) to assess flood risks and ensure no-practicable alternative compliance.  Prepare CDFW permit application for state permit, including  Submit application to USACE and CDFW and track progress via their Regulatory Portal or email correspondence.  Respond to USACE & CDFW requests for additional information (RAI)  Facilitate interagency coordination, including 30-day review periods with EPA, USFWS, and NMFS.  Manage public notice process (if required for IP), including preparation of public notice documents and response to comments.  Attend coordination meetings or hearings as needed (up to 2 meetings).  Revise application based on comments to ensure compliance with 404(b)(1) Guidelines (e.g., no significant degradation of water quality). 102

EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 6 of 9 Peters Engineering Group

 Review draft permit for conditions (e.g., best management practices, monitoring requirements).  Negotiate permit terms with USACE and CDFW if needed (e.g., adaptive management for mitigation).  Obtain final signed permits and distribute to Client and relevant parties.  Prepare Nationwide Permit 14 Application, including:  Pre-construction Notification and accompanying documentation  Submit application for USACE for review  Make any necessary changes requested by USACE  Prepare Water Quality Certification (WQC)  Submit application to Regional Water Quality Control Board (RWQCB)  Make any necessary changes requested by RQWCB  Prepare Federally Listed Species “No Effect” Memorandum  Conduct pedestrian survey under Section 106 of National Historic Preservation Act (NHPA) to identify any previously recorded cultural resources and to ascertain the status of any recorded sites noted in record searches, and summarize findings in a report following NHPA Section 106 standards Task 6 – Utility Coordination The Consultant will review utility coordination performed by others and will continue efforts in confirming and notifying utility agencies of conflicts or impacts to private utilities through the issuance of “B” (confirmation of facilities) and “C” (transmittal of final design) letters to affected companies. Task 7 – 100% PS&E / Construction Documents Based upon comments received on the 60% plans, 100% PS&E / Construction Documents will be prepared and will include: 1. The civil engineering design plan set shall provide sufficient detail to adequately direct all construction activities. After the plans are completed, the Consultant will be responsible for providing the City with all of the electronic CAD files and other associated files. The Final Plans will include the following: a. Cover Sheet 103

EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 7 of 9 Peters Engineering Group

b. General Notes c. Typical Section Plan(s) d. Demolition Plan e. Layout and Profile Plan(s) f. Utility Plan g. Pavement Delineation and Signage Plan(s) h. Mill Creek Culvert Modification Structural Plans i. Construction Detail(s) 2. Specifications: The City will provide the Consultant with standard template specifications. The Consultant will be responsible for coordinating with City staff, and updating the template, as needed for the specific project. At a minimum, the Consultant is expected to provide the project specific language for the following portions:  Bid Item Descriptions for each bid item.  Technical Specifications if necessary to supplement the City Standard Specs.  Quantities and Bid Proposal Form 3. Engineer’s Estimate of Probable Construction Cost a. The cost estimate will be used to develop the bid schedule for competitive bidding. The cost estimate must include but is not limited to a description of the items of work, unit amounts, quantities, unit prices, amounts, subtotals, contingencies, and a grand total. Optional Services The following will be considered Optional Services and can be initiated at the mutual consent of both the Consultant and the City:

1. Complete Topographic and Boundary Survey

2. Bidding Services Assistance:
a. The City of Visalia will advertise and award the project. During the bidding process Peters will assist with the following
i. Attend pre-bid meeting with City (if required and if applicable) ii. Assist the City in preparing responses to questions and requests for information (RFIs) that are technical and related to the design. 104

EXHIBIT A
Shirk Widening & Mill Creek Crossing Page 8 of 9 Peters Engineering Group

iii. Support the City’s project manager by providing answers to questions and preparing documents for bid addenda, if required.

3. Construction Support Services:
a. Peters will attend pre-construction meeting, review and respond to requests for information (RFIs), prepare field change drawings as necessary, and provide assistance during construction as requested. At the completion of construction, as- built drawings will be prepared, which will reflect contractor markups of any minor changes or deviations made in the field. The as-built drawings will be prepared in a format acceptable to the City.

Preliminary Project Schedule The anticipated schedule would result in a set of improvement plans and specifications approximately six to nine months after authorization to proceed. The schedule below is based on the assumption that the City will promptly provide plan review comments during the different progress set submittals and when design direction or clarification is requested by the Consultant. Milestone Duration Cumulative Duration Approximate Start Date Approximate End Date City Council Approval 1 Day 1 Day 5/18/2026 5/18/2026 Project Management Ongoing Ongoing 6/8/2026 Ongoing Project Initiation 1 Day 1 Week 6/8/2026 6/8/2026 Topographic Survey 2 weeks 2 weeks 6/8/2026 6/22/2026 Utility Coordination Ongoing Ongoing 6/8/2026 Ongoing 60% PS&E Submittal 8 weeks 10 weeks 6/22/2026 8/17/2026 City Review and Comment 4 weeks 14 weeks 8/17/2026 9/14/2026 Army Corps Coordination 36 weeks 38 weeks 6/22/2026 3/1/2027 90% PS&E Submittal 5 weeks 19 weeks 9/14/2026 10/19/2026 City Review and Comment 4 weeks 23 weeks 10/19/2026 11/16/2026 100% PS&E Submittal 3 weeks 30 weeks 1/4/2027 1/25/2027 City Review and Comment 2 weeks 32 weeks 1/25/2027 2/8/2027 Construction Documents 1 week 39 weeks 3/1/2027 3/8/2027 Note: The preliminary schedule is intended to conservatively estimate a six- to nine-month timeframe from City Council approval to Army Corps/CDFW sign off and bid-ready PS&E. The schedule is not exact and may be subject to change. Additional Services The following will be considered Additional Services and can be initiated at the mutual consent of both the Consultant and the City:

1. Right of Way Acquisition and/or Engineering Services 105

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Shirk Widening & Mill Creek Crossing Page 9 of 9 Peters Engineering Group

2. Modifications or changes to the Hydrology Study

3. Modifications or changes to the Geotechnical Report

4. Expansion of the project limits beyond that shown in the 50% Plans City Responsibility

1. Compensate the consultant as provided in the contract agreement.

2. Existing preliminary engineering materials such as 50% plans, utility coordination documentation, geotechnical report, hydrology report, structural engineering calculations, and other materials, calculations and documentation associated with the preliminary design phase of this project.

3. The City will retain responsibility for all final consultation, both informal and formal, with State and Federal agencies regarding project mitigation and compensation proposals.

4. Provide a “City Representative”, who will represent the City and who will work with the consultant in carrying out the provisions of the RFP. The Consultant shall communicate with the City representative who will provide the following services:
a. Examine documents submitted to the City by the Consultant and render timely decisions pertaining thereto.
b. Give reasonably prompt consideration to all matters submitted by the Consultant for approval such that there will be no substantial delays in the Consultant's program of work.
c. Review and process invoices submitted by Consultant or request additional information needed to justify the current billing request to the satisfaction of Caltrans requirements. d. The City will be the point of contact with Caltrans. All correspondence with Caltrans shall be issued by the City, in coordination with the Consultant. e. Provide consultant with historic plans in all available formats (AutoCAD, .pdf, xcel, word, etc.) and other documents, if available and necessary for completion of Consultant’s work.
f. Act as coordinator between Consultant, other City representatives, and Caltrans. g. Provide available City record improvement drawings as necessary for design. h. Coordinate with Consultant to provide right-of-way plats & legal descriptions for the project.
i. Provide standard template of “specifications”.
j. Provide City GIS data upon consultant request and completion of disclaimer form. k. Provide a copy of the Caltrans Field Review Form for the Project.

5. Any other work not specifically listed in this scope of work. 106
Person-Hours Person-Hours
Principal
Engineer
Senior Civil
Engineer Staff Engineer Staff Engineer Clerical
@ $240 /hr @ $220 /hr @ $195 /hr @ $170 /hr @ $100 /hr
1 Project Management 60 118 24 $240.00 $43,000
2 Project Initiation 4 4 2 3 $70.00 $2,600
3 Topographic and Boundary Survey
Review 2 8 $5,800.00 $200.00 $8,000
4 60% Improvement Plans 24 52 60 140 27 $27,500.00 $2,500.00 $500.00 $85,900 5 USACE / CDFW Permitting 12 44 22 20 10 $47,000.00 $450.00 $68,700 6 Utility Coordination 12 12 24 9 $140.00 $10,100
7 100% PS&E 32 70 120 96 18 $19,800.00 $300.00 $84,700
132 302 224 280 91 Subtotal = $303,000
See Note 1 Topographic and Boundary Survey 4 8 8 1 $19,800.00 $80.00 $23,780 Bidding Assistance 2 20 4 12 4 $6,300.00 $150.00 $14,550 Construction Support 12 32 16 24 8 $15,800.00 $1,000.00 $34,720 Subtotal = $73,050
Note 1: This task is optional and includes peforming a complete topographic field survey and preparing digital mapping Guida
City of Visalia
Engineering Fee Proposal
Other Direct
Costs TotalDescription
Shirk Street Widening and Mill Creek Crossing Project
Acorn BSKCornerstoneTask

OPTIONAL SERVICES

BASIC SERVICES
Peters Engineering Group
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PROFESSIONAL SERVICES AGREEMENT

FOR

PROFESSIONAL DESIGN SERVICES FOR SHIRK STREET WIDENING OVER MILL CREEK

This Agreement, entered into this ________ day of ________________, 2026, by and between the City of Visalia, hereinafter referred to as the “CITY”, and Peters Engineering, Inc. hereinafter referred to as the “CONSULTANT”.

W I T N E S S E T H

WHEREAS, the CITY is authorized and empowered to employ consultants and specialists in the performance of its duties and functions; and

WHEREAS, the CITY has the desire to secure certain technical and professional services to assist in the preparation and completion of the items of work described as “Scope of Work” which along with the response submitted by CONSULTANT is attached as Exhibit “A”, and hereinafter referred to as the “PROJECT”; and

WHEREAS, the CONSULTANT represents it is licensed, qualified and willing to provide such services pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONSULTANT agree as follows:

I. SERVICES TO BE PERFORMED BY THE CONSULTANT

A. Authorized Scope of Work: The CONSULTANT agrees to perform all work necessary to complete in a manner satisfactory to the CITY those tasks described in Exhibit “A” - Scope of Work, which shall be the Scope of Work for the project unless the parties agree in writing to modify the Scope of Work, for the cost identified in Exhibit “B” - Project Fees and Exhibit “C” - Consultant Schedule of Fees.

B. Additional Services: Incidental work related to the PROJECT and not provided for in Exhibit “A” may be needed during the performance of this Agreement. The CONSULTANT agrees to provide any and all additional services at the rates identified in attached Exhibit “C” – Consultant Schedule of Fees. Such additional services shall not be performed by CONSULTANT without the written consent of CITY.

II. TIME OF PERFORMANCE

The CONSULTANT shall commence performance of this Agreement within ten (10) days of the effective date on the Consultant’s written Notice to Proceed and shall complete the work within the timeframes outlined in the Exhibits, unless otherwise extended in writing by CITY, in its sole discretion.

If the CONSULTANT fails to complete the PROJECT within the time specified, plus any extensions of time which may be granted, the CITY shall determine the percent of each work item completed and shall pay the CONSULTANT on that basis.

CONSULTANT shall not be responsible for delays which are due to causes beyond the CONSULTANT’s reasonable control. In the case of any such delay, the time of completion shall be extended accordingly in writing signed by both parties.
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III. COMPENSATION

A. Total Compensation: For services performed pursuant to this Agreement, the CITY agrees to pay and the CONSULTANT agrees to accept, a total fixed fee amount of Three Hundred Three Thousand Dollars ($303,000) for all base services and a total fixed fee amount of Seventy-Three Thousand Fifty Dollars ($73,050) for optional items, following written authorization from the CITY, as shown in Exhibit “B”. This amount shall constitute complete compensation, including document production and out-of-pocket expenses for all services for the work and PROJECT identified in Exhibits “A” and “B”. CONSULTANT agrees these amounts, as authorized, will constitute complete compensation, including document production and out-of-pocket expenses, for services authorized by CITY for the PROJECT per the Scope of Work and Project Fees identified in Exhibit “A” and “B”, respectively. No other compensation is authorized by this Agreement without separate written amendment.

B. Payment of Compensation: The CONSULTANT shall be compensated no more than monthly, based on percentage of work of each noted phase completed to date. The CONSULTANT shall be paid no later than thirty (30) days following submission of a written, verified billing to the CITY. Said billing shall include the percentage of each task completed to date and since the date of the preceding billing, if any.

IV. AUTHORIZED REPRESENTATIVE

A. CITY: The Project Manager shall represent the CITY in all matters pertaining to the services to be rendered under this Agreement, except where approval of the City Council of the City of Visalia is specifically required.

B. CONSULTANT: Peters Engineering, Inc. shall represent and act as principle for CONSULTANT in all matters pertaining to the services to be rendered by it under this Agreement.

V. TERMINATION

The right to terminate this Agreement, with or without cause, may be exercised without prejudice to any other right or remedy to which the terminating party may be entitled at law or under this Agreement.

A. Termination By Either Party Without Cause: The CITY or CONSULTANT may terminate this Agreement at any time by giving written notice to the other of such termination and specifying the effective date thereof, at least fifteen (15) days before the effective date of such termination.

B. Termination of Agreement for Cause: The CITY may by written notice to the CONSULTANT specifying the effective date thereof, at least fifteen (15) days before the effective date of such termination, terminate the whole or any part of this Agreement in any of the following circumstances:

1. If the CONSULTANT fails to perform the services called for by this Agreement within time(s) specified herein or any extension thereof; or

2. If the CONSULTANT fails to make progress under this Agreement as to endanger performance of this Agreement in accordance with its terms and does not correct such failure within a period of fifteen (15) days (or longer period as the CITY may authorize in writing) after receipt of notice from the CITY specifying such failure. 109

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C. Post-Termination:

1. In the event the CITY terminates this Agreement with or without cause, the CITY may procure, upon such terms and such manner as it may determine appropriate, services similar to those terminated.

2. Except with respect to defaults of sub-consultants, the CONSULTANT shall not be liable for any excess costs if the failure to perform this Agreement arises out of causes beyond the control and without the fault or negligence of the CONSULTANT. Such causes include, but are not limited to, acts of God or of the public enemy, floods, epidemics, quarantine restrictions, strikes, and unusually severe weather; but in the event the failure to perform is caused by the default of a sub-consultant, the CONSULTANT shall not be liable for failure to perform, unless the services to be furnished by the sub-consultant were obtainable from other sources in sufficient time and within budgeted resources to permit the CONSULTANT to meet the required delivery schedule or other performance requirements.

3. Should the Agreement be terminated with or without cause, the CONSULTANT shall provide the CITY with all finished and unfinished documents, data, studies, services, drawings, maps, models, photographs, reports, etc., prepared by the CONSULTANT pursuant to this Agreement.

4. Upon termination, with or without cause, CONSULTANT will be compensated for the services satisfactorily completed to the date of termination according to compensation provisions contained herein. In no event, shall the total compensation paid CONSULTANT exceed the total compensation agreed to herein.

5. If, after notice of termination of this Agreement, as provided for in this article, it is determined for any reason that the CONSULTANT was not in default under the provisions of this article, then the rights and obligations of the parties shall be the same as if the Agreement was terminated without cause.

6. Termination of this Agreement shall not terminate any obligation to indemnify, to maintain and make available any records pertaining to the Agreement, to cooperate with any audit, to be subject to offset, or to make any reports of pre- termination activities.

VI. INTEREST OF OFFICIALS AND THE CONSULTANT

A. No officer, member, or employee of the CITY who exercises any functions or responsibilities in the review or approval of this Agreement shall:

1. Participate in any decision relating to this Agreement which effects his personal interest or the interest of any corporation, partnership, or association in which he has, directly or indirectly, any interest; or

2. Have any interest, direct or indirect, in this Agreement or the proceeds thereof during his tenure or for one year thereafter.

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B. The CONSULTANT hereby covenants that he has, at the time of the execution of this Agreement, no interest, and that he shall not acquire any interest in the future, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed pursuant to this Agreement. The CONSULTANT further covenants that in the performance of this work, no person having any such interest shall be employed.

VII. DEPARTMENT OF INDUSTRIAL RELATIONS REQUIREMENTS, PUBLIC WORKS

CONTRACTOR REGISTRATION PROGRAM AND PROJECT LABOR AGREEMENTS

Notice is hereby given that this is a Public Works Project. All contractors and subcontractors bidding and performing work on Public Works Projects (including Consultants and Sub-Consultants who employ or subcontract workers to perform any trade that has a prevailing wage designation such as surveyor) must:

A. Register on an annual basis with the California Department of Industrial Relations (DIR) B. Furnish electronic payroll records for new projects to the Labor Commissioner.

All contractors and consultants are to be registered at time of bid/proposal submittal and remain registered with the California Department of Industrial Relations (DIR) throughout the duration of this Agreement.

If a project labor agreement (the term “project labor agreement” is defined in Public Contract Code 2500(b)(1) as a pre-hire collective bargaining agreement that establishes terms and conditions of employment for a specific construction project or projects and is an agreement described in Section 158(f) of Title 29 of the United States Code) is used, then it must comply with the taxpayer protection provisions set forth in Public Contract Code section 2500(a). City of Visalia has no ordinances requiring or prohibiting such agreements.

VIII. CITY OF VISALIA LABOR COMPLIANCE MANUAL

Consultant shall comply with the City of Visalia Labor Compliance Manual which is available at visaliapurchasing.org.

IX. NO PERSONNEL, AGENCY OR COMMISSION

The CONSULTANT warrants, by execution of this Agreement, that no personnel agency has been employed or retained to solicit or secure this contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee, excepting bona fide established commercial or selling agencies maintained by the CONSULTANT for the purpose of securing business. For breach or violation of this warranty, the CITY shall have the right to annul this Agreement without liability or, in its discretion, to deduct from this Agreement price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee.

X. SUBCONTRACTING

A. The CONSULTANT shall not subcontract or otherwise assign any portion of the work to be performed under this Agreement without the prior written approval of the CITY.

B. In no event shall the CONSULTANT subcontract work in excess of 50% of the contract amount, excluding specialized services. Specialized services are those items not ordinarily furnished by a consultant performing the particular type of project.

XI. INDEPENDENT CONTRACTOR
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In the performance of the services herein provided for, the CONSULTANT shall be, and is, an independent contractor and is not an agent or employee of the CITY. The CONSULTANT has and shall retain the right to exercise full control and supervision of all persons assisting the CONSULTANT in the performance of said services hereunder. The CONSULTANT shall be solely responsible for all matters relating to the payment of its employees including compliance with social security and income tax withholding and all other regulations governing such matters.

XII. SPECIFICATIONS

All specifications, manuals, standards, etc., either attached to this Agreement or incorporated by reference, are binding as to the performance of the work specified in this Agreement unless they are changed by written amendment to this Agreement modified in writing to incorporate such changes.

XIII. DOCUMENTS/DATA

A. Ownership of Documents: All original papers and documents, produced as a result of this Agreement, shall become the property of the CITY. In addition, CITY shall be provided with access and use of any other papers and documents consistent with the purpose and scope of services covered by this Agreement. Any additional copies, not otherwise provided for herein, shall be the responsibility of the CITY.

Documents, including drawings and specifications, prepared by CONSULTANT pursuant to this Agreement, are not intended or represented to be suitable for reuse by CITY or others on extensions of the PROJECT or on any other project. Any use of the completed documents for other projects and any use of incomplete documents without the specific written authorization from CONSULTANT will be at CITY’s sole risk and without liability to CONSULTANT. Further, any and all liability arising out of changes made to CONSULTANT’s deliverables under this Agreement by CITY or persons other than CONSULTANT is waived as against CONSULTANT, and the CITY assumes full responsibility for such changes unless the CITY has given CONSULTANT prior notice and has received from CONSULTANT written consent for such changes.

B. Publication: No report, information, or other data given or prepared or assembled by the CONSULTANT pursuant to this Agreement, shall be made available to any individual or organization by the CONSULTANT without the prior written approval of the CITY.

Notwithstanding the foregoing, however, the CONSULTANT shall not be required to protect or hold in confidence and confidential information which (1) is or becomes available to the public with the prior written consent of the CITY; (2) must be disclosed to comply with law; or (3) must be disclosed in connection with any legal proceedings.

C. Copyrights: The CONSULTANT shall be free to copyright material developed under this Agreement with the provision that the CITY be given a nonexclusive and irrevocable license to reproduce, publish or otherwise use, and to authorize others to use the material for government or public purposes. Should CONSULTANT place a copyright notice on documents it must state, “City of Visalia holds a nonexclusive and irrevocable license to reproduce, publish, or otherwise use, and to authorize others to use the material for government or public purposes.”

XIV. INDEMNIFICATION AND INSURANCE

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As respects acts, errors, or omissions in the performance of services, CONSULTANT agrees to indemnify and hold harmless CITY, its elected and appointed officers, and employees from and against any and all claims, demands, losses, reasonable defense costs, or liability, whether actual, alleged, or threatened, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT in the performance of his/her services under the terms of this Agreement, except to the extent those arise out of the negligence of CITY.

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

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

C. Notwithstanding any other provision of this Agreement, and to the fullest extent permitted by law, neither the CITY nor the CONSULTANT, their respective officers, directors, partners, employees, contractors or subconsultants shall be liable to the other or shall make any claim for any remote or speculative breach of contract damages that the breaching party could not have reasonably foreseen when entering into this Agreement.

To the extent this Agreement is considered a “Construction Contract” as defined by California Civil Code section 2783, CONSULTANT’s duty to indemnify CITY under this or any other provision of the Agreement shall not apply when to do so would be prohibited by California Civil Code section 2782.

D. Without limiting CITY’s right to indemnification, it is agreed that CONSULTANT shall secure prior to commencing any activities under this Agreement, and maintain during the term of this Agreement, insurance coverage as follows:

1. Workers’ compensation insurance as required by California statues.

2. Commercial general liability insurance with a combined single limit of not less than One Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for Premises and Operations, Contractual Liability, Personal Injury Liability, Products and Completed Operations Liability, Broad Form Property Damage (if applicable), Independent Contractor’s Liability (if applicable).

3. Professional liability insurance coverage, in an amount not less than One Million Dollars ($1,000,000).

4. Comprehensive Automobile Liability coverage with a combined single limit of not less than One Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for owned, hired, and non-owned automobiles and shall be provided by a business automobile policy.
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E. CITY’S Risk Manager is hereby authorized to reduce the requirements set forth above in the event he/she determines that such reduction is in the CITY’S best interest.

F. CONSULTANT agrees to provide thirty (30) days written notice of any policy cancellation, limitation in scope or coverage, or non-renewal. Such notice shall be provided to the, City of Visalia, 707 W. Acequia, Visalia, CA 93291.

In addition, the commercial general liability and comprehensive automobile liability policies required by this Agreement shall contain the following clauses:

“It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.”

“The City of Visalia, its officers, agents, employees, representatives and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia.”

G. Prior to commencing any work under this Agreement, CONSULTANT shall deliver to CITY insurance certificates confirming the existence of the insurance required by this Agreement, and including the applicable clauses referenced above. Within thirty (30) days of the execution date of this Agreement, CONSULTANT shall provide to CITY endorsements to the above-required policies, which add to these policies the applicable clauses referenced above. Said endorsements shall be signed by an authorized representative of the insurance company and shall include the signatory’s company affiliation and title. Should it be deemed necessary by CITY, it shall be CONSULTANT’s responsibility to see that CITY receives documentation acceptable to CITY which sustains that the individual signing said endorsements is indeed authorized to do so by the insurance company. CITY has the right to demand, and to receive within a reasonable time period, copies of any insurance policies required under this Agreement.

H. In addition to any other remedies CITY may have if CONSULTANT fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, CITY may, at its sole option:

1. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; or

2. Order CONSULTANT to stop work under this Agreement and/or withhold any payment(s) which become due to CONSULTANT hereunder until CONSULTANT demonstrates compliance with the requirements hereof; or

3. Terminate this Agreement.

Exercise of any of the above remedies, however, is an alternative to other remedies CITY may have and is not the exclusive remedy for CONSULTANT’s failure to maintain insurance or secure appropriate endorsements.

Nothing herein contained shall be construed as limiting in any way the extent to which CONSULTANT may be held responsible for payments of damages to persons or property resulting from CONSULTANT’s or its subcontractor’s performance of the work covered under this Agreement.

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XV. NON-DISCRIMINATION

CONSULTANT and all subcontractors shall not discriminate against any employee or applicant for employment on the basis of race, color, national origin, or sex in the performance of this Agreement. The CONSULTANT shall carry out applicable requirements of 49 CFR part 26 in the award and administration of DOT-assisted contracts. Failure by the contractor to carry out these requirements is a material breach of this Agreement, which may result in the termination of this Agreement.

XVI. MISCELLANEOUS PROVISIONS

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

B. Asbestos and Hazardous Materials: In providing its services hereunder, CONSULTANT shall not be responsible for identification, handling, containment, abatement, or in any other respect, for any asbestos or hazardous material if such is present in connection with the PROJECT. In the event the CITY becomes aware of the presence of asbestos or hazardous material at the jobsite, CITY shall be responsible for complying with all applicable federal and state rules and regulations, and shall immediately notify CONSULTANT, who shall then be entitled to cease any of its services that may be affected by such presence, without liability to CONSULTANT arising therefrom.

C. Successors and Assigns: This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

D. Prohibition of Assignment: Neither the CITY nor CONSULTANT shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

E. Dispute/Governing Law: Any dispute not resolvable by informal arbitration between the parties to this Agreement shall be adjudicated in a Court of Law under the laws of the State of California.

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

G. Jurisdiction/Venue/Waiver of Removal: This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in that State. Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare County, California. The CONSULTANT hereby expressly waives any right to remove any action to

CITY OF VISALIA
707 W. Acequia Ave.

Visalia, CA 93291
Attention: City Clerk

CONSULTANT
Peters Engineering Group.

Clovis, CA 93612
Attention: Will Washburn
Phone: 559-299-1544
Email: [email protected]

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a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

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

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

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

K. Construction: This Agreement is the product of negotiation and compromise on the part of each party and the parties agree, notwithstanding Civil Code Section 1654, that in the event of uncertainty the language will not be construed against the party causing the uncertainty to exist.

L. Authority: Each signatory to this Agreement represents that it is authorized to enter into this Agreement and to bind the party to which its signature represents.

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

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

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

CITY OF VISALIA CONSULTANT

________________________________ ________________________________ City Manager

Approved as to Form
________________________________
City Attorney
________________________________
Risk Manager
________________________________
Project Manager

Attachments:

Exhibit “A”: Scope of Work
Exhibit “B”: Project Fees
Exhibit “C”: Consultant Schedule of Fees
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0774 Agenda Date: 5/18/2026 Agenda #: 3.

Agenda Item Wording:

Purchase a solid waste replacement cab and chassis - Authorize the purchase of a new Peterbilt CNG cab and chassis from Coast Counties Peterbilt, Inc. through the Sourcewell Cooperative contract, and authorize Coast Counties Peterbilt to repair, refurbish, and install an existing solid waste body on the new cab and chassis in the amount of $331,189.56, and approve the appropriation of funds from the Solid Waste Fund.

Agenda Date: 05/04/2026
Prepared by: Jason Serpa, Public Works Manager, 713-4533, [email protected]; Nick Bartsch, Public Works Director, 713-4052, [email protected] Department Recommendation: Staff recommends that the City Council authorize the purchase of a new Peterbilt CNG cab and chassis from Coast Counties Peterbilt, Inc. through the Sourcewell Cooperative contract (#032824), and authorize Coast Counties Peterbilt, Inc. to repair, refurbish, and install the existing solid waste body on the new cab and chassis in the amount of $331,189.56, and approve the appropriation of funds from the Solid Waste Fund.

Summary:

The Solid Waste Department is seeking authorization to purchase a new solid waste cab and chassis (only) to replace a truck that was damaged in a fire while on route in late 2025. The existing solid waste body from the burned unit will be salvaged, refurbished, and used to swap to the new cab and chassis as it is still in good condition. The cab and chassis purchase that is being proposed is a CNG powered truck and will be re-outfitted by Coast Counties Peterbilt of Porterville, CA as needed.

An appropriation of $331,189.56 from the Solid Waste Fund is needed.

Background Discussion:

On September 23, 2025, a residential truck was servicing green cans on Meadow Street when a suspected gas leak occurred and the truck’scab burst into flames while on the route. Because the gas leak perpetuated the fire and continued to burn, the cab and chassis portion of the truck was a total loss.

After storing the truck for a time at the Cityorporation yard, evaluators from Coast Counties Peterbilt, Inc., the local Peterbilt dealer from Porterville, CA, came to assess the damage and deemed that even though the cab and chassis were not recoverable, the truck’ssolid waste body was able to be salvaged and moved to a new truck if the City chose to do so.

Due to the possible savings in replacing or recovering the truck body, staff obtained cost figures for both replacing the solid waste truck completely or purchasing a new cab and chassis coupled with the repair and refurbishment of the still-functioning solid waste body.

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File #: 25-0774 Agenda Date: 5/18/2026 Agenda #: 3.

Fiscal Impact including annual maintenance and operating costs:

After staff determined that the solid waste body was still intact, the option of purchasing the cab and chassis (only) presented itself, rather than replacing the complete solid waste truck with a new truck and body. Staff obtained two quotes to compare the replacement options available as shown below:

CIP Project #
Total Amount
Budgeted Cab and Chassis
Solid Waste
Body
Sales Tax and
Other Fees
Appropriation
Needed
NEW CIP - Repair with new cab and chassis $0.00 $206,347.00 $89,057.54 $35,785.02 $331,189.56 NEW CIP - All new Truck $0.00 $206,638.00 $238,781.00 $60,666.40 $506,085.40 When swapping and repairing the existing body onto a new cab and chassis, the savings compared to purchasing a completely new unit is $174,897.84. Even with not having the warranty extend to the original solid waste body, staff feels the cost advantage of only purchasing the cab and chassis outweighs the warranty loss of purchasing a new body, explained below.

Warranty:

The damaged truck was a 2020 model year and no longer had the 1-year factory warranty available on either the body or chassis. For the recommended replacement cab and chassis, it will have a 1- year standard warranty on parts and service that does not extend to the body swap portion of the truck. It is staff’sopinion that the warranty loss on a new solid waste body would be negligible compared to the cost savings shown above. A new solid waste body would add an additional $174,897.84 to the cost of the truck, simply to gain a 1-year warranty on new equipment that typically does not fail within the first year of operation.

Sourcewell Cooperative Purchase:

Sourcewell Cooperative Purchasing (Sourcewell) 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 process by developing requests for purchase for national competitive solicitations that meet or exceed local requirements. Because Coast Counties Peterbilt, Inc. 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 cooperative price. This helps the City obtain truck and body manufacturers available through a local dealer, thus keeping maintenance costs down for fleet maintenance and repair.

Prior Council Action: Council has approved previous solid waste truck purchases in accordance with the replacement and growth budget. This truck is a replacement for a cab and chassis that was deemed a total loss.

Alternatives: An alternative would be to purchase a complete new solid waste truck, including the body, instead of using the existing solid waste body to complete the repair and only replacing the cab and chassis. This is not recommended as it would increase the cost of replacing the damaged unit by $174,897.84.

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File #: 25-0774 Agenda Date: 5/18/2026 Agenda #: 3.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the purchase of a new Peterbilt CNG cab and chassis from Coast Counties Peterbilt, Inc. through the Sourcewell Cooperative contract, and authorize Coast Counties Peterbilt, Inc. to repair, refurbish, and install an existing solid waste body on the new cab and chassis in the amount of $331,189.56, and approve the appropriation of $331,189.56 from the Solid Waste Fund.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 05/04/2026
Attachments: Sourcewell Contract #032824; Peterbilt Sourcewell Quote; Vehicle Purchase Authorization Forms
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
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Visalia City Council Printed on 5/15/2026Page 3 of 3
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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









 


 
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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.









 


 
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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 tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt 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;








 


 
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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 government- owned 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 e- commerce 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 non- federal 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 Ti tle: National Fleet Sales Manager

Date: ________________________

Date: ________________________









 


 















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Bid Number: RFP 032824 Vendor Name: Peterbilt Motors - MD Sales 







 


 
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Bid Number: RFP 032824 Vendor Name: Peterbilt Motors - MD Sales 







 


 
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Bid Number: RFP 032824 Vendor Name: Peterbilt Motors - MD Sales 







 


 
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159

CUSTOMER PROPOSAL
Proposal Valid for: 5 Days *See DISCLAIMER
Stock#: TBD $206,347.00Price:VIN:TBD New 2027 Peterbilt 520 Axles: 3 GCWR: 58000 BodyType: GG
Wastebuilt body sway INV. J0-301509 $89,057.54
Flooring $9,704.06
$305,108.60Per Unit:
____________________________________________________________________________________________________________ $305,108.60Total Price
$17.50Tire Fee
$85.00DOC Prep Fee
$25,941.46Sales Tax(8.5%)
$37.00BPA Fee
$331,189.56Total
NEW VEHICLE SALE - The sold warranty applying to the Vehicle(s) are those offered by the manufacturer.