CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR
MEETING
WEDNESDAY, NOVEMBER
9, 2022
Special Closed Session 4:30 PM | Closed Session 5:00 PM Regular Session 6:00 PM
COUNCIL CHAMBERS 23873 CLINTON KEITH ROAD SUITE 106
WILDOMAR, CA 92595
Ben J. Benoit - Mayor/ Chair | District 1
Joseph Morabito - Mayor Pro Tem/ Vice Chair | District 3 Ashlee DePhillippo - Council Member/ Trustee | District 5 Bridgette Moore- Council Member/ Trustee | District 4
Dustin Nigg - Council Member/ Trustee | District 2
Daniel York, City Manager/General Manager Thomas D. Jex, City Attorney/District Counsel The City of Wildomar will be a Safe and Active Community with Responsible Growth and Quality Infrastructure while keeping a Hometown Feel
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
1 NOTICE:
City Council meetings may be live-streamed, photographed and/or videotaped. Participation at the meeting constitutes consent by members of the public to the City’s and any third party’s use in any media, without compensation or further notice, of audio, video, and/or pictures of meeting attendees.
CALL TO ORDER – SPECIAL CLOSED SESSION - 4:30 P.M. / REGULAR CLOSED SESSION - 5:00 P.M.
ROLL CALL
PUBLIC COMMENTS
SPECIAL CLOSED SESSION
SPECIAL CLOSED SESSION
RECOMMENDATION:
1. The City Council will meet in closed session pursuant to the provisions of Government Code Section 54956.8 to confer with legal counsel and conference with real property negotiators as follows:
Project: Palomar St. Widening (Phase 2) (CIP 028-2) Right-of-Way Acquisition
Properties: See table below.
Agency negotiator: Dan York, City Manager.
Negotiating parties: See table below.
Under Negotiation: Instruction regarding price and term of payment.
APN
Property Owner
Property Address and/or Location
376-051-001, 002
Jeff McElrath
No Address (Vacant Land)
Two parcels on the southwest corner of
Palomar St./Gruwell St.
376-051-003, 004
Richard McEntyre
No Address (Vacant Land)
Two parcels approximately 275' and 325'
southwest of the intersection of Gruwell
St. and Palomar St.
376-051-005
Hikmat Ghuloum Trust
No Address (Vacant Land)
Parcel approximately 135' northwest of
Elm St. and Palomar St.
376-051-006
Jaleel Karimi
35431 Meadow Park Circle
376-141-001,002
Lake Elsinore Unified
School District
21575 Palomar Street
376-052-002
Charles E. Smith
21535 Palomar Street
376-060-018
Hamara LLC, et al.
No Address (Vacant Land)
Parcel on the east side of Palomar St.
between Elm St. and Wildomar Trail
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
2 376-150-005
Michael Gerji Rihan
21564 Palomar St.
376-052-003
Nguyen and Le LLC
32523 Wildomar Trail
376-052-001
Salem and Gloria Yaldo
21465 Palomar St. Wildomar
376-060-030
Eastern Municipal Water
District
No Address
Parcel located east of the US Post Office
and south of the Wildomar Cemetery, with
an extension to the east side of Palomar
St. at the intersection of Elm St.
376-060-019
United States Postal
Service
21392 Palomar Street
376-060-011, 012,
014
Wildomar Cemetery
Association
21400 Palomar St.
Note: Property locations listed above with cardinal or ordinal directions assume that Palomar St. is oriented North-South and the intersecting streets (Gruwell St., Elm St., Wildomar Trail) are oriented East-West.
2. The City Council will meet in closed session pursuant to the provisions of Government Code section 54957(b) regarding Public Employee Performance Evaluation.
Title: City Attorney
REGULAR CLOSED SESSION
CLOSED SESSION
RECOMMENDATION:
1. The City Council will meet in closed session pursuant to the provisions of Government Code section 54957(b) regarding Public Employee Performance Evaluation.
Title: City Manager.
2. The City Council will meet in closed session to hold a conference with its Labor Negotiator regarding Unrepresented Employee pursuant to Government Code 54957.6.
Agency representative: Ben J. Benoit
Unrepresented employee: City Manager
RECONVENE INTO OPEN SESSION
ANNOUNCEMENTS
ADJOURN CLOSED SESSION
CALL TO ORDER – REGULAR SESSION - 6:00 P.M.
ROLL CALL
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
3 FLAG SALUTE
PRESENTATIONS
1. Family Court Awareness Month Proclamation
2. Red Ribbon Week Proclamation
3. Bright Business Wildomar
4. Other Presentations
DEPARTMENT REPORTS
General Plan Update - Progress Report #5
Presented By: Matthew Bassi
RECOMMENDATION:
Receive and File.
Public Works/Engineering - Construction Updates
Presented By: Jason Farag
RECOMMENDATION:
Receive and file the Construction Updates from the Public Works/Engineering Department
PUBLIC COMMENTS
This is the time when the Council receives general public comments regarding any items or matters within the jurisdiction that
do not
appear on the agenda.
COUNCIL COMMUNICATIONS
1. Community events
2. Regional events
3. Chamber of Commerce
4. Riverside Conservation Authority (RCA)
5. Riverside Transit Agency (RTA)
6. Riverside County Transportation Commission (RCTC)
7. League of California Cities
8. Southern California Association of Governments (SCAG)
9. Riverside County Habitat Conservation Agency (RCHCA)
10. Western Riverside Council of Governments (WRCOG)
11. South Coast Air Quality Management District (SCAQMD)
12. Southwest Community Financing Authority (Animal Shelter)
13. Ad Hoc & Subcommittees
APPROVAL OF THE AGENDA AS PRESENTED
The City Council to approve the agenda as it is herein presented, or, if it is the desire of the City Council, the agenda can be reordered, added to, or have items tabled at this time.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
4 1.
CONSENT CALENDAR
All matters listed under the Consent Calendar are considered routine and will be enacted by one roll call vote. There will be no separate discussion of these items unless members of the Council, the Public, or Staff request to have specific items removed from the Consent Calendar for separate discussion and/or action.
1.1 Reading of Ordinances
RECOMMENDATION:
Approve the reading by title only of all Ordinances on this agenda.
1.2 Minutes-September 14, 2022 Regular Meeting
RECOMMENDATION:
Approve minutes as presented.
1.3 Warrant Register October 2022
Presented By: Robert
Howell
RECOMMENDATION:
Approve the following:
For Fiscal Year 2021/2022
1. Warrant Register dated 10-06-2022 in the amount of $8,998.82.
2. Warrant Register dated 10-13-2022 in the amount of $10,369.94.
3. Warrant Register dated 10-22-2022 in the amount of $38,537.36.
For Fiscal Year 2022/2023
1. Warrant Register dated 10-06-2022 in the amount of $96,598.57.
2. Warrant Register dated 10-13-2022 in the amount of $1,156,724.62.
3. Warrant Register dated 10-22-2022 in the amount of $54,682.62.
4. Warrant Register dated 10-27-2022 in the amount of $314,435.34.
5. Wire Transfer Register dated 10-31-2022 in the amount of $41,200.80.
6. Payroll Register dated 11-01-2022 in the amount of $209,403.54.
1.4 September 2022 Treasurers Report
Presented By: Robert
Howell
RECOMMENDATION:
Approve the Treasurer’s Report for September 2022.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
5 1.5
Second Reading of Ordinance No. 226 - AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTER
10.16 OF TITLE 10 TO THE WILDOMAR MUNICIPAL CODE ESTABLISHING
SPEED LIMITS ON CERTAIN STREETS
Presented By: Jason Farag
RECOMMENDATION:
Adopt and waive further reading of an Ordinance entitled:
ORDINANCE NO. 226
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTER 10.16 OF TITLE 10 TO THE WILDOMAR
MUNICIPAL CODE ESTABLISHING SPEED LIMITS ON CERTAIN STREETS
1.6 Environmental Purchasing and Practices Policy (EPPP) Update
Presented By: Jason Farag
RECOMMENDATION:
Approve an update to the City's Recovered Organic Waste Product Procurement Policy to include the procurement of Recycled-Tire Products
1.7 Acceptance of Public Improvements for Tract 32024 (Project No. 18-0117) by KB Home Coastal, Inc., a California corporation
Presented By: Emily Stadnik
RECOMMENDATION:
Adopt a Resolution entitled:
RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 32024, KB HOME COASTAL, INC.
1.8 Annexation No. 2 into Community Facilities District No. 2022-1 (Services) for Verano (TR 37476)
RECOMMENDATION:
Adopt a Resolution entitled:
RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, DECLARING ITS INTENTION TO ANNEX TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES), OF THE CITY OF
WILDOMAR, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 2) AND AUTHORIZING THE LEVY OF SPECIAL TAXES
THEREIN
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
6 1.9
Establishment of Community Facilities District No. 2022-3 (Verano)
RECOMMENDATION:
Adopt the following Resolutions:
RESOLUTION NO. 2022 -___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR TO ESTABLISH COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF WILDOMAR, TO AUTHORIZE THE LEVY OF A
SPECIAL TAX TO PAY THE COSTS OF ACQUIRING OR CONSTRUCTING
CERTAIN FACILITIES AND TO PAY DEBT SERVICE ON BONDED
INDEBTEDNESS
And
RESOLUTION NO. 2022 - ___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF THE
CITY OF WILDOMAR TO INCUR BONDED INDEBTEDNESS IN AN AMOUNT NOT TO EXCEED $6,000,000 WITHIN PROPOSED COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF WILDOMAR
1.10 Professional Services Agreement for Website Design and Website Hosting with CivicPlus LLC.
Presented By: Kimberly Davidson
RECOMMENDATION:
Approve City Manager to execute the agreement.
1.11 FY 2023-2025 Biennial Budget Schedule
Presented By: Robert
Howell
RECOMMENDATION:
Receive and File the FY 2023-2025 Biennial Budget Schedule.
1.12 Banking Services Contract Award
Presented By: Robert
Howell
RECOMMENDATION:
Approve the awarding of a Banking Services contract with Wells Fargo and direct the City Manager and/or Administrative Services Director to complete a contract with the bank and bring back the final contract documents back to the City Council for final approval.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
7 1.13
Contract Extension with WRCOG and Yunex LLC for Streetlight Maintenance
Presented By: Jason Farag
RECOMMENDATION:
Authorize the City Manager to execute the Second Amendment to Appendix 11 of the Amended and Restated Professional Services Agreement (PSA) related to streetlight operations and maintenance between the Western Riverside Council of Governments (WRCOG), Yunex LLC, and the City of Wildomar.
1.14 Approval of a Services Agreement with SCA of CA, LLC for Street Sweeping Services
Presented By: Jason Farag
RECOMMENDATION:
Authorize the City Manager to execute a Services Agreement with SCA of CA, LLC for Street Sweeping Services
1.15 Palomar Street Widening (Phase 2) - Right-of-Way Acquisition (CIP 028-2)
Presented By: Jason Farag
RECOMMENDATION:
Adopt a resolution entitled:
RESOLUTION NO. 2022-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE PURCHASE
AND SALE AGREEMENTS AND OTHER RELATED DOCUMENTS FOR
ACQUISITION OF REAL PROPERTY REQUIRED FOR THE PALOMAR STREET WIDENING PROJECT (CIP 028-2)
1.16 HDL Business Registration- Second Amendment to Extend Agreement One Year
Presented By: Robert
Howell
RECOMMENDATION:
Approve and authorize the City Manager to execute an amendment with HDL Software LLC (HDL) for Business Registration services to exercise the option to extend the term of the agreement one year, to December 11, 2023, as noted in Section 1. Term of Agreement, in the Original Agreement dated December 11, 2019.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
8 1.17
Acceptance of Public Improvements for Tract 36497 (Project No. 14-0010) by Lennar Homes of California, Inc., a California corporation
Presented By: Emily Stadnik
RECOMMENDATION:
Staff recommends that the City Council adopt a Resolution entitled:
RESOLUTION NO. 2022-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 36497, LENNAR HOMES OF CALIFORNIA, INC.
2. PUBLIC HEARINGS
2.1 Ordinance No. 224 & 225 - 2nd Readings (California Building Codes Update)
Presented By: Scott Burns
RECOMMENDATION:
1. Approve an Ordinance entitled:
ORDINANCE NO. 224
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTERS 15.08, 15.12, 15.16, 15.18, 15.20, 15.22,
15.24, 15.28, 15.32, 15.38, AND 15.52 OF THE WILDOMAR MUNICIPAL CODE TO ADOPT THE 2022 EDITION OF THE CALIFORNIA BUILDING STANDARDS CODE (CALIFORNIA CODE OF REGULATIONS, TITLE 24, PARTS 2 THROUGH 12, INCLUSIVE), WITH SPECIFIED APPENDICES, AND INCLUDING ALL
AMENDMENTS THERETO
2. Approve an Ordinance entitled:
ORDINANCE NO. 225
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTERS 8.28 OF THE WILDOMAR MUNICIPAL CODE TO ADOPT THE 2022 CALIFORNIA FIRE CODE EDITION OF THE
CALIFORNIA BUILDING STANDARDS CODE (CALIFORNIA CODE OF
REGULATIONS, TITLE 24, PARTS 2 THROUGH 12, INCLUSIVE)
3. GENERAL BUSINESS
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
9 3.1
Compensation & Classification Study - Position Descriptions Acceptance, Position Classification Placements, and Employee Benefit Revisions
Presented By: Robert
Howell
RECOMMENDATION:
Adopt Resolution entitled:
RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, UPDATING POSITION CLASSIFICATION DESCRIPTIONS; ADOPTING A NEW PAY PLAN; REVISING THE POSITION CLASSIFICATION SCHEDULE; UPDATING HEALTH BENEFIT ALLOTMENT; ADDING A GROUP SPONSORED LIFE INSURANCE PLAN AS AN EMPLOYEE BENEFIT; REVISING RULE XI.C. (HOLIDAYS) OF THE CITY’S PERSONNEL RULES; AND INITIATING TRANSITION TO A 9/80 WORK SCHEDULE
3.2 Civic Center Site Selection Discussion #2
RECOMMENDATION:
Receive and File the report. Provide Direction relative to:
1. Purchase the 20 acre Anne Sullivan parcel for use as a passive park.
2. Designate Site #2 as the location for a Field Operations Center.
3. Preference to pursue Site #3 or Site #4 for a future civic center or wait for another location.
4. Continue the civic center discussions as part of the FY 23/24 budget workshops.
CITY MANAGER REPORT
1. Street Signage (Benoit-Future Agenda Discussion)
2. Sidewalk Vending (Moore-Future Agenda Discussion)
FUTURE AGENDA ITEMS
Future Agenda Items
RECOMMENDATION:
Title- Councilmember-Anticipated Date
1. Street Signage – Benoit - Nov 2022
2. Sidewalk Vending Process – Moore – Nov 2022
3. Firework Ordinance - Morabito - Jan 2023
4. Clinton Keith Road on/off Ramp Maintenance - Moore - Jan 2023
5. Specifications for Little Free Library and other community donated items - Morabito - Feb 2023
ADJOURN THE CITY COUNCIL MEETING
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
10 4.
CEMETERY CONSENT CALENDAR
All matters listed under the Consent Calendar are considered routine and will be enacted by one roll call vote. There will be no separate discussion of these items unless members of the Board, the Public, or Staff request to have specific items removed from the Consent Calendar for separate discussion and/or action.
4.1 Minutes- October 12, 2022, Regular Meeting
RECOMMENDATION:
Approve minutes as presented.
4.2 Warrant Register Cemetery October 2022
Presented By: Robert
Howell
RECOMMENDATION:
Approve the following:
For Fiscal Year 2022/2023
1. Warrant Register dated 10-06-2022 in the amount of $362.91.
2. Warrant Register dated 10-13-2022 in the amount of $4.99.
3. Warrant Register dated 10-27-2022 in the amount of $4,398.26.
4.3 September 2022 Cemetery Treasurers Report
Presented By: Robert
Howell
RECOMMENDATION:
Staff recommends that the Board of Trustees approve the Treasurer’s Report for September 2022.
5. CEMETERY PUBLIC HEARINGS
No Items Scheduled.
In accordance with Government Code Section 54952.3, I, Janet Morales, City of Wildomar City Clerk, do hereby declare that the Board of Trustees will receive no compensation or stipend for the convening of the following regular meeting of the Wildomar Cemetery District.
CALL TO ORDER THE WILDOMAR CEMETERY DISTRICT
ROLL CALL
PUBLIC COMMENTS
BOARD COMMUNICATIONS
APPROVAL OF THE AGENDA AS PRESENTED
The Board of Trustees to approve the agenda as it is herein presented, or, if it is the desire of the Board, the agenda can be reordered, added to, or have items tabled at this time.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
11 6.
CEMETERY GENERAL BUSINESS
No Items Scheduled.
GENERAL MANAGER REPORT
FUTURE AGENDA ITEMS
ADJOURN THE WILDOMAR CEMETERY DISTRICT MEETING
PARTICIPATION
The City of Wildomar encourages your participation in the meeting. The following options are available for the public to participate:
1. You may view the Regular Session meeting live on the City of Wildomar’s website at http://www.cityofwildomar.org or on cable TV through Frontier Channel 36 or AT&T channel
99. To view from the website, select the live stream link on the top of the front page.
2. You may participate in person.
PUBLIC COMMENT:
During Public Comment not on the agenda and after each Agenda Item, the Mayor will announce Public Comment. If you would like to speak on that item, please fill out a speaker slip and submit it in the inbox at the front of the room. When the City Clerk announces your name, please come up to the podium. Public Comments are limited to 3 minutes or such other time as the Council may provide. City Council members are not allowed to respond to public comments.
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, you should contact the City Clerk’s Office at 951-677-7751 x210.
REPORTS:
All agenda items and reports are available for review at City Hall, 23873 Clinton Keith Road and on the City’s website at the following address:
http://www.cityofwildomar.org/government/agendas___minutes. Any writings or documents provided to a majority of the City Council regarding any item on this agenda (other than writings legally exempt from public disclosure) will be made available by appointment for public inspection at City Hall during regular business hours.
If requested, the agenda and backup materials will be made available in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans With Disabilities Act of 1990 (42 U.S.C. Sec. 12132), and the federal rules and regulations adopted in implementation thereof. Any person that requires a disability-related modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting, may request such modification, accommodation, aid or service by contacting the City Clerk either in person or by phone at 951-677-7751, no later than 10:00 a.m. on the day preceding the scheduled meeting.
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
12 AFFIDAVIT OF POSTING
I, Janet Morales, Wildomar City Clerk, do certify that at least 72 hours prior to the meeting, a true and correct copy of this agenda was posted at Wildomar City Hall, 23873 Clinton Keith Road; U.S. Post Office, 21392 Palomar Street; Wildomar Library, 34303 Mission Trail Blvd; and on the City’s website at www.cityofwildomar.org.
Janet Morales, CMC
City Clerk
Dated: November 4, 2022
CITY COUNCIL/CEMETERY DISTRICT - CC - REGULAR MEETING
13 CITY OF WILDOMAR
CC - REGULAR MEETING
CLOSED SESSION
Meeting Date: November
9, 2022
SUBJECT:
SPECIAL CLOSED SESSION
PREPARED BY:
Thomas Jex, City Attorney/District Counsel
ACTION:
1. The City Council will meet in closed session pursuant to the provisions of Government Code Section 54956.8 to confer with legal counsel and conference with real property negotiators as follows:
Project: Palomar St. Widening (Phase 2) (CIP 028-2) Right-of-Way Acquisition
Properties: See table below.
Agency negotiator: Dan York, City Manager.
Negotiating parties: See table below.
Under Negotiation: Instruction regarding price and term of payment.
APN
Property Owner
Property Address and/or Location
376-051-001, 002
Jeff McElrath
No Address (Vacant Land)
Two parcels on the southwest corner of
Palomar St./Gruwell St.
376-051-003, 004
Richard McEntyre
No Address (Vacant Land)
Two parcels approximately 275' and 325'
southwest of the intersection of Gruwell St.
and Palomar St.
376-051-005
Hikmat Ghuloum Trust
No Address (Vacant Land)
Parcel approximately 135' northwest of Elm
St. and Palomar St.
376-051-006
Jaleel Karimi
35431 Meadow Park Circle
376-141-001,002
Lake Elsinore Unified
School District
21575 Palomar Street
376-052-002
Charles E. Smith
21535 Palomar Street
376-060-018
Hamara LLC, et al.
No Address (Vacant Land)
Parcel on the east side of Palomar St.
between Elm St. and Wildomar Trail
14 376-150-005
Michael Gerji Rihan
21564 Palomar St.
376-052-003
Nguyen and Le LLC
32523 Wildomar Trail
376-052-001
Salem and Gloria Yaldo
21465 Palomar St. Wildomar
376-060-030
Eastern Municipal Water
District
No Address
Parcel located east of the US Post Office
and south of the Wildomar Cemetery, with an
extension to the east side of Palomar St. at
the intersection of Elm St.
376-060-019
United States Postal
Service
21392 Palomar Street
376-060-011, 012,
014
Wildomar Cemetery
Association
21400 Palomar St.
Note: Property locations listed above with cardinal or ordinal directions assume that Palomar St. is oriented North-South and the intersecting streets (Gruwell St., Elm St., Wildomar Trail) are oriented East-West.
2. The City Council will meet in closed session pursuant to the provisions of Government Code section 54957(b) regarding Public Employee Performance Evaluation.
Title: City Attorney
15 CITY OF WILDOMAR
CC - REGULAR MEETING
CLOSED SESSION
Meeting Date: November
9, 2022
SUBJECT:
CLOSED SESSION
PREPARED BY:
Thomas Jex, City Attorney/District Counsel
ACTION:
1. The City Council will meet in closed session pursuant to the provisions of Government Code section 54957(b) regarding Public Employee Performance Evaluation.
Title: City Manager.
2. The City Council will meet in closed session to hold a conference with its Labor Negotiator regarding Unrepresented Employee pursuant to Government Code 54957.6.
Agency representative: Ben J. Benoit
Unrepresented employee: City Manager
16 CITY OF WILDOMAR
CC - REGULAR MEETING
DEPARTMENT REPORT
Meeting Date: November
9, 2022
SUBJECT:
General Plan Update - Progress Report #5
SUBMITTED BY:
Matthew Bassi
PREPARED BY:
Matthew Bassi, Planning Director
ACTION:
Receive and File.
SUMMARY:
Staff provided the City Council with the General Plan Update Briefing #4 at its last meeting on October 12, 2022. That briefing primarily covered the month of September 2022. The following is a summary of the recent task assignments completed during the month of October 2022 and the tasks/assignments coming forth over the next 30+ days. For more details, please peruse the General Plan Update project website: https://envisionwildomar2040.com.
DISCUSSION:
Staff and the Consultant Team were busy during the month of October. The following tasks/assignments were accomplished and/or completed.
Tasks/Assignments Accomplished (previous 30 +/- days):
• Completed the last of our key Stakeholder Interviews (October 2022). • Held our General Plan Advisory Group meeting #2.1 (October 10, 2022). • Continued to refine proposed changes to preliminary Land Use plan designations & opportunity areas.
• Continued to refine the list of Guiding Principles based on feedback received from public outreach conducted to date.
Upcoming Tasks/Assignments (Next 30+ days):
• Community Workshop #2 (Land Use) coming on November 10, 2022, @ Corporate Room.
Virtual workshop meeting on Nov. 15, 2022
• General Plan Advisory Group meeting #3 is set for January 2023). • Beginning work on Circulation Element/Mobility Plan revisions in coordination with Public 17 Works Dept.
• Planning Commission & City Council Study Session/Briefing (tentatively scheduled for February and March 2023, respectively).
Website Update:
•
1,420 Unique visitors since the website launched on June 14, 2022. • 294 total unique visitors in the month of October 2022.
18 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Meeting Date: November
9, 2022
SUBJECT:
Public Works/Engineering - Construction Updates
SUBMITTED BY:
Jason Farag
PREPARED BY:
Jason Farag, Public Works Director
ACTION:
Receive and file the Construction Updates from the Public Works/Engineering Department ATTACHMENTS:
PW/ENG Construction Updates
19 Road
Construction
Updates
Public Works/Engineering Department
City of Wildomar
November 9, 2022
20 Bundy Canyon Rd. (City CIP)
Traffic Signal Installation at Sellers Rd.Traffic Signal Installed at Monte Vista Dr. 21 Bundy Canyon Rd. (City CIP)
Old Pavement Reconstruction and WideningOld Pavement Reconstruction and Widening 22 Bundy Canyon Rd. (City CIP)
Paving on North Side of RoadPaving on North Side of Road 23 Bundy Canyon Rd. (City CIP)
Paving on North Side of RoadPaving on North Side of Road 24 Bundy Canyon Rd. – Traffic Control Impacts
BUNDY CANYON RD.
MONTE VISTA DR.
SELLERS RD.
CHERRY ST.
CANYON RANCH RD.
WALNUT CREEK DR.Temp. Intersection
Closure
(upcoming)
Temp. Intersection
Closure
(upcoming)
Intersection
Closure (on-going)
25 Bundy Canyon:
One Month
Look-Ahead
Placement of new asphalt on north side of the road
Completion of Traffic Signal installations
Temporary intersection closures upcoming at:
• Walnut Creek Rd.
• Oak Canyon Dr.
• Canyon Ranch Rd.
• Cherry St.
Intersection paving at I-15 N/B Ramps
Estimated Project Completion: January 2023
26 Palomar St./Clinton Keith Rd. (City CIP)
Slope Grading along Palomar St.Sidewalk Reconstruction at The Barn Driveway 27 Palomar St./Clinton Keith Rd. (City CIP)
Storm Drain Headwall ConstructionStorm Drain Installation 28 Palomar St. – Traffic Control Impacts
RENAISSANCE
PLAZA
Project Area
Project Area
Project AreaStorm Drain
Construction
29 Palomar St:
One Month
Look-Ahead
Utility relocation completion
Completion of Storm Drain facilities
Construction of curb, gutter , and sidewalks
Construction of retaining wall
Begin placement of aggregate base in advance of asphalt pavement
Estimated Project Completion: January 2023
30 Beazer Homes (Grand Ave./McVicar St.)
Grand Ave. Sidewalk and WideningGrand Ave. Sidewalk and Widening 31 Beazer Homes (Grand Ave./McVicar St.)
McVicar/Grand Intersection to be ImprovedMcVicar St. Paving and Sidewalk 32 Beazer Homes:
Status Update
Grand Ave: cross-gutters and sidewalk
McVicar St: Street lights, parkway,
sidewalk, and landscaping
Utility line relocations and
undergrounding beginning
Projected McVicar St. Culvert Schedule:
December 2022 - March 2023
33 Baxter Village (Wildomar Trail)
Wildomar Trail Improvements On-Going
34 Baxter Village (Wildomar Trail)
Kaiser MOB On-Site Work Progressing
35 Baxter Village:
Status Update
Driveway construction on
Wildomar Trail near completion
On-site Kaiser MOB work
beginning
Continuing off-site improvements
for Wildomar Trail
36 Lennar Horizons (Prielipp Rd./Elizabeth Ln.)
Prielipp Rd. Paving and Striping CompletePrielipp Rd. Paving and Striping Complete 37 Lennar Horizons (Prielipp Rd./Elizabeth Ln.)
Prielipp Rd. Paving and Striping CompletePrielipp Rd. Paving and Striping Complete 38 Lennar Horizons (Prielipp Rd./Elizabeth Ln.)
Elizabeth Ln. Improvements On-Going
Prielipp Rd. Paving and Striping Complete
39 Horizons:
Status Update
Prielipp Rd. paved and reopened to
traffic
• Minor remaining improvements on
Prielipp Rd. on-going
Elizabeth Ln. street improvements
on-going
Model Home construction on-going
40 KB Home Verano (Summer Sage Way)
Summer Sage Way/Sappington WaySummer Sage Way/Sappington Way 41 KB Home - Verano (Summer Sage Way)
Model HomesModel Homes
42 Questions?
For regular updates, visit:
www.cityofwildomar.org/community/construction_alerts
43 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.1
Meeting Date: November
9, 2022
SUBJECT:
Reading of Ordinances
SUBMITTED BY:
Janet Morales
PREPARED BY:
Janet Morales, City Clerk
ACTION:
Approve the reading by title only of all Ordinances on this agenda. 44 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.2
Meeting Date: November
9, 2022
SUBJECT:
Minutes-September 14, 2022 Regular Meeting
SUBMITTED BY:
Jandi Aguilar
PREPARED BY:
Jandi Aguilar, Administrative Analyst
ACTION:
Approve minutes as presented.
ATTACHMENTS:
09-14-22_City_Council_Min.docx
45 City Council/Cemetery District – CC - Regular Meeting – Minutes – September 14, 2022 1 MINUTES
CITY OF WILDOMAR
CITY COUNCIL/CEMETERY DISTRICT CC - REGULAR MEETING
WEDNESDAY, SEPTEMBER 14, 2022
COUNCIL CHAMBERS
23873 CLINTON KEITH ROAD SUITE 106
WILDOMAR, CA 92595
REGULAR SESSION 6:00 PM
Members in attendance: Ben J Benoit, Joseph Morabito, Ashlee DePhillippo, Bridgette Moore, Dustin Nigg, Daniel A York, Thomas D Jex CALL TO ORDER – REGULAR SESSION - 6:00 P.M.
The regular meeting was called to order by Mayor Benoit at 6:00 p.m.
ROLL CALL
Staff in Attendance: City Manager York, City Attorney Jex, City Clerk Morales, Administrative Analyst Aguilar, Planning Director Bassi, Administrative Services Director Howell, Project Consultant Riley, Public Works Director Farag, Development Manager Stadnik, Community Services Director Torres.
FLAG SALUTE
The flag salute was led by Mayor Pro Tem Morabito.
PRESENTATIONS
1. Proclamations: Eagle Scouts Gavin and Hayden Dalton - postponed
2. Proclamation: Constitution Week
DEPARTMENT REPORTS
Planning Director Bassi provided a general plan update.
PUBLIC COMMENTS
The Following individuals provided public comments:
1. Carlos Marquez
2. Kenny Mayes
3. Brenda Dennstedt
46 City Council/Cemetery District – CC - Regular Meeting – Minutes – September 14, 2022 2 COUNCIL COMMUNICATIONS
The City Council Members spoke regarding the various committees, commissions, and boards that they serve on locally and regionally and community events, including:
1. Community events
2. Regional events
3. Chamber of Commerce
4. Riverside Conservation Authority (RCA)
5. Riverside Transit Agency (RTA)
6. Riverside County Transportation Commission (RCTC)
7. League of California Cities
8. Southern California Association of Governments (SCAG)
9. Riverside County Habitat Conservation Agency (RCHCA)
10.Western Riverside Council of Governments (WRCOG)
11.South Coast Air Quality Management District (SCAQMD)
12.Southwest Community Financing Authority (Animal Shelter)
13.Ad Hoc & Subcommittees
APPROVAL OF THE AGENDA AS PRESENTED
There were no changes to the agenda as presented.
1. CONSENT CALENDAR
Moved by Dustin Nigg; seconded by Bridgette Moore to Approve all items on the consent calendar.
Motion Passed: 5 – 0
Voting For: Ben J Benoit, Joseph Morabito, Ashlee DePhillippo, Bridgette Moore, Dustin Nigg
Voting Against: None
Abstain: None
Absent: None
1.1 Reading of Ordinances
Approved the reading by title only of all ordinances on the agenda.
1.2 July 13, 2022, Minutes
Approved the minutes as presented.
1.3 Warrant Register August 2022
Approved the following:
For the Fiscal Year 2021/2022
1. Warrant Register dated 08-04-2022 in the amount of $389,691.53.
2. Warrant Register dated 08-11-2022 in the amount of $1,139,300.36.
3. Warrant Register dated 08-17-2022 in the amount of $104,042.08.
4. Warrant Register dated 08-25-2022 in the amount of $327,123.02.
For the Fiscal Year 2022/2023
1. Warrant Register dated 08-04-2022 in the amount of $69,106.50.
2. Warrant Register dated 08-11-2022 in the amount of $211,121.83. 47 City Council/Cemetery District – CC - Regular Meeting – Minutes – September 14, 2022 3 3. Warrant Register dated 08-17-2022 in the amount of $37,116.19.
4. Warrant Register dated 08-25-2022 in the amount of $18,954.24.
5. Wire Transfer Register dated 08-31-2022 in the amount of $59,447.57.
6. Payroll Register dated 09-01-2022 in the amount of $315,781.81.
1.4 July 2022 Treasurers Report
Approved the Treasurer’s Report for July 2022.
1.5 Road Construction Updates - Public Works/Engineering Department Received and filed the Road Construction Updates from the Public Works/Engineering Department.
Kenny Mayes provided public comment.
1.6 Zoning Ordinance Amendment No. 2022-05 - 2nd Reading of Ordinance No. 222 Adopted an Ordinance entitled:
ORDINANCE NO. 222
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, ADOPTING A GENERAL RULE EXEMPTION PER SECTION 15061(B)(3) OF THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) GUIDELINES AND APPROVING ZONING ORDINANCE AMENDMENT NO. 2022- 05 TO AMEND CHAPTER 17.256 AND SECTION 17.172.220 OF THE WILDOMAR
MUNICIPAL CODE PERTAINING TO TEMPORARY EVENTS AND TEMPORARY USES OF LAND IN THE CITY OF WILDOMAR.
1.7 Zoning Ordinance No. 2022-06 - 2nd Reading of Ordinance No. 223 Adopted an Ordinance entitled:
ORDINANCE NO. 223
AN ORDINANCE OF THE CITY COUNCIL OF THE OF WILDOMAR, CALIFORNIA
AMENDING THE WILDOMAR MUNICIPAL CODE TO ADD A NEW CHAPTER
16.72 TO TITLE 16 (SUBDIVISIONS), A NEW SECTION 17.204.110 TO CHAPTER
17.204 (ACCESSORY DWELLING UNITS), AND A NEW CHAPTER 17.320 TO TITLE 17 (ZONING) FOR THE IMPLEMENTATION OF GOVERNMENT CODE SECTIONS 66411.7 AND 65852.21 (SB 9) RELATED TO URBAN LOT SPLITS AND TWO (2)-UNIT DEVELOPMENTS.
1.8 2022 Conflict of Interest Code Biennial Notice Local Agencies Received and filed the 2022 Conflict of Interest Code Biennial Notice for the City of Wildomar.
1.9 Wildomar Local Roadway Safety Plan (CIP 051-1)
Adopted a Resolution entitled:
RESOLUTION NO. 2022 - 52
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, ADOPTING A STATUTORY CEQA EXEMPTION PER SECTION 15262 (FEASIBILITY AND PLANNING STUDIES) OF CEQA AND ADOPTING THE WILDOMAR LOCAL ROADWAY SAFETY PLAN.
48 City Council/Cemetery District – CC - Regular Meeting – Minutes – September 14, 2022 4 1.10 Calendar and Holiday Home Decoration Contests
Received and filed the Calendar and Holiday Home Decoration Contests from by the Community Services Department.
1.11 Second Amendment to the Services Agreement between the City of Wildomar and Infinity Technologies for monthly IT and GIS Services Authorized the City Manager to execute the Second Amendment to the Information Technology Services Agreement with Infinity Technologies.
1.12 Fiscal Year 2020-2021 Single Audit Report
Received and filed the Fiscal Year 2020-2021 Single Audit Report.
2. PUBLIC HEARINGS
No items Scheduled.
3. GENERAL BUSINESS
3.1 Wildomar Beautification Program Discussion
Provided input and received and filed the conceptual program for the Wildomar Beautification Program.
Feedback included adding a city logo to the Clinton Keith bridge and an on/off ramp banner with the city logo on the street.
Kenny Mayes and Brenda De Dennstedt provided public comments.
3.2 Master License Agreement with Riverside County Flood Control (RCFC) for Public Trail Use within RCFC Facilities
Moved by Dustin Nigg; seconded by Bridgette Moore to Authorize the City Manager to Execute the Master License Agreement with Riverside County Flood Control (RCFC).
Motion Passed: 5- 0
Voting For: Ben J Benoit, Joseph Morabito, Ashlee DePhillippo, Bridgette Moore, Dustin Nigg
Voting Against: None
Abstain: None
Absent: None
CITY MANAGER REPORT
Mariachi Night-09-17-22- Marna O’Brien Park
Visit the city’s page for info on upcoming events.
FUTURE AGENDA ITEMS
No items added.
ADJOURN THE CITY COUNCIL MEETING
49 City Council/Cemetery District – CC - Regular Meeting – Minutes – September 14, 2022 5 There being no further business Mayor Benoit adjourned the meeting at 7:28 p.m.
Submitted by: Approved by:
______________________________ ______________________________ Janet Morales, CMC Ben J. Benoit
City Clerk Mayor
50 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.3
Meeting Date: November
9, 2022
SUBJECT:
Warrant Register October 2022
SUBMITTED BY:
Robert
Howell
PREPARED BY:
Nicholas Neidiffer , Accounting Specialist
ACTION:
Approve the following:
For Fiscal Year 2021/2022
1. Warrant Register dated 10-06-2022 in the amount of $8,998.82.
2. Warrant Register dated 10-13-2022 in the amount of $10,369.94.
3. Warrant Register dated 10-22-2022 in the amount of $38,537.36.
For Fiscal Year 2022/2023
1. Warrant Register dated 10-06-2022 in the amount of $96,598.57.
2. Warrant Register dated 10-13-2022 in the amount of $1,156,724.62.
3. Warrant Register dated 10-22-2022 in the amount of $54,682.62.
4. Warrant Register dated 10-27-2022 in the amount of $314,435.34.
5. Wire Transfer Register dated 10-31-2022 in the amount of $41,200.80.
6. Payroll Register dated 11-01-2022 in the amount of $209,403.54.
DISCUSSION:
The City of Wildomar requires that the City Council audit payments of demands and direct the City Manager to issue checks. The Warrant and Payroll Registers are submitted for approval.
FISCAL IMPACT:
These Warrant, Wire Transfer and Payroll Registers will have a budgetary impact in the amount and fiscal year noted in the recommendation section of this report. These costs are included in the Fiscal Year 2022/23 Budgets.
ATTACHMENTS:
Warrant Reg Oct 2022 Voucher Listings.pdf
51 10/06/2022
Voucher List
City of Wildomar
1 12:54:19PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215681 10/6/2022 001733 VP SPECIALTY OPERATIONS, BANKING MANAGER100522 CIP 057 CITYWIDE RD MAINT & REHAB - FINA
8,998.82
Total : 8,998.82
Bank total : 8,998.82 1 Vouchers for bank code : wf
8,998.82Total vouchers :Vouchers in this report 1
52 10/13/2022
Voucher List
City of Wildomar
1 2:21:00PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215684 10/13/2022 000033 AMERICAN FORENSIC NURSES 75306 BLOOD DRAW (1) 61.22 122.44BLOOD DRAW (2)75455
61.22BLOOD DRAW (1)75765
183.66BLOOD DRAW (3)75831
61.22BLOOD DRAW (1)75934
33.39DRY RUN (1)75936
278.27BLOOD DRAW (4) DRY RUN (1)76002
306.10BLOOD DRAW (5)76054
339.49BLOOD DRAW (5) DRY RUN (1)76109
183.66BLOOD DRAW (3)76136
Total : 1,630.67
215685 10/13/2022 001512 HOPE, INC. 91422 REIMBURSEMENT 21/22 GRANT 8,739.27 Total : 8,739.27
Bank total : 10,369.94 2 Vouchers for bank code : wf
10,369.94Total vouchers :Vouchers in this report 2
53 10/20/2022
Voucher List
City of Wildomar
1 1:19:45PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215717 10/20/2022 000988 COUNTY OF RIVERSIDE, INFORMATION TECHNOLOGYIT0000005451 07/01/21-06/30/22 MEETING SUPPORT RIVCO-
2,680.65
Total : 2,680.65
215718 10/20/2022 001325 GEOCON WEST, INC. 722050408 CIP 026-1 THROUGH 05/15/22 2,795.25 Total : 2,795.25
215719 10/20/2022 000918 TKE ENGINEERING INC 2022-204 11/01/21-04/30/22 CONTRACTUAL
SERVICES
33,061.46
Total : 33,061.46
Bank total : 38,537.36 3 Vouchers for bank code : wf
38,537.36Total vouchers :Vouchers in this report 3
54 10/06/2022
Voucher List
City of Wildomar
1 12:53:21PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 203 10/6/2022 001046 MUNICIPAL CONSULTING SERVICES, LLC93022 09/01/22-09/3022 - PROJECT CONSULTANT 5,197.50 Total : 5,197.50
215664 10/6/2022 000029 APPLEONE 01-6435239 ADMIN W/E 09/24/22 708.48 Total : 708.48
215665 10/6/2022 001837 APRIL PURKISS FOR SCHOOL BOARD 10322 REFUND OF SPONSORSHIP 250.00 Total : 250.00
215666 10/6/2022 001374 ASAP SERVICES 3300 EROSION CONTROL 1,000.00 Total : 1,000.00
215667 10/6/2022 000080 BURKE, WILLIAMS AND SORENSON,, LLP 288351 JULY 2022 LEGAL FEES 39,597.57 Total : 39,597.57
215668 10/6/2022 001748 CALIFORNIA CONSULTING, INC. 5437 0000412 GRANT WRITING SERVICES FY 22/23 4,850.00 Total : 4,850.00
215669 10/6/2022 001222 FOBRO CONSULTING LLC 143 0000422 CONSULTING SERVICES FOR HOMELESS
PROGRAM
6,160.00
Total : 6,160.00
215670 10/6/2022 000941 FRONTIER 92222 09/22/22-10/2122 FIOS INTERNET CHARGES 175.98 Total : 175.98
215671 10/6/2022 001481 GLADWELL GOVERNMENTAL SERVICES, INC4939 RECORDS
RETENTION,DESTRUCTION,SCANNING E
750.00
Total : 750.00
215672 10/6/2022 000685 GREAT AMERICA FINANCIAL SERVIC 32505997 CANON COLOR COPIER SYST. #014-1780554
247.70
Total : 247.70
215673 10/6/2022 000856 MICHAEL BAKER INTERNATIONAL IN 1159087 P/E AUGUST 28, 2022 CONTRACTUAL
SERVICES
9,262.50
Total : 9,262.50
215674 10/6/2022 001337 MPS SECURITY 2412 0000425 PARKS PATROL AMEND TO AGREEMENT TO EXTEN
3,524.77
55 10/06/2022
Voucher List
City of Wildomar
2 12:53:21PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 3,524.77 215674 10/6/2022 001337 001337 MPS SECURITY 215675 10/6/2022 000089 PAPER DIRECT 2079727 CITY COUNICIL DEPT SUPPLIES -
CERTIFICAT
1,204.71
Total : 1,204.71
215676 10/6/2022 000526 PRINT POSTAL 16528 A/P WINDOW ENVELOPES 168.56 Total : 168.56
215677 10/6/2022 000290 SOUTHERN CALIFORNIA, ASSOCIATION OF GOVERNMENTSCAGFY230203 DUES ASSESSMENT FY 22/23 4,497.00 Total : 4,497.00
215678 10/6/2022 000138 SOUTHWEST FIRE PROTECTION INV10746 BALL FIELD - EROSION REPAIR 750.00 Total : 750.00
215679 10/6/2022 001752 THOMAS ELECTRICAL CONTRACTING 21470 0000424 SOX LAMP RETROFITS AT MARNA O'BRIEN PARK
16,544.80
Total : 16,544.80
215680 10/6/2022 000918 TKE ENGINEERING INC 2022-886 08/01/22-08/31/22 CONTRACTUAL
SERVICES
1,709.00
Total : 1,709.00
Bank total : 96,598.57 18 Vouchers for bank code : wf
96,598.57Total vouchers :Vouchers in this report 18
56 10/13/2022
Voucher List
City of Wildomar
1 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215686 10/13/2022 001770 AGUILAR, JANDI 101122A 10/05/22-10/11/22 MILEAGE
REIMBURSEMENT
23.75 19.27NOTARY REGISTRATION MAIL FORMS TO
NNA
101122B
70.57NOTARY REGISTRATION101122C
18.7508/31/22-10/04/22 MILEAGE
REIMBURSEMENT
10422
Total : 132.34
215687 10/13/2022 000033 AMERICAN FORENSIC NURSES 76178 BLOOD DRAW (1) 61.22
61.22BLOOD DRAW (1)76207
306.10BLOOD DRAW (5)76279
122.44BLOOD DRAW (2)76281
61.22BLOOD DRAW (1)76327
244.88BLOOD DRAW (4)76343
61.22BLOOD DRAW (1)76344
61.22BLOOD DRAW (1)76463
244.88BLOOD DRAW (4)76494
61.22BLOOD DRAW (1)76571
61.22BLOOD DRAW (1)76572
Total : 1,346.84
215688 10/13/2022 000007 ANIMAL FRIENDS OF THE VALLEY,, INC. AUG.2022 ANIMAL CONTROL SERVICE AUG 2022 7,000.00 7,000.00ANIMAL CONTROL SERVICE SEPT 2022SEPT.2022
Total : 14,000.00
215689 10/13/2022 000029 APPLEONE 01-6444313 ADMIN W/E 10/01/22 708.48 Total : 708.48
215690 10/13/2022 001002 ARCHITERRA DESIGN GROUP 30066 08/25/22-09/24/22 SI COORDINATION 708.90 437.5008/25/22-09/24/22 PLAN CHECK- 2ND PC30067
531.2508/25/22-09/24/22 PLAN CHECK - 1ST PR30068
562.5008/25/22-09/24/22 PLAN CHECK - 1ST PR -30069
Total : 2,240.15
215691 10/13/2022 000760 ARMADA ADMINISTRATORS 187562 OCT 2022 PREMIUM 3,749.00 Total : 3,749.00
57 10/13/2022
Voucher List
City of Wildomar
2 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215692 10/13/2022 001102 BEE GUY TRAVIS 1438 BEE REMOVAL FROM MASTER VALVE BOX ZONE 3
395.00
Total : 395.00
215693 10/13/2022 000034 BIO-TOX LABORATORIES 43342 RC SHERIFF - LAB SERVICES 384.43 1,552.05RC SHERIFF - LAB SERVICES43343
Total : 1,936.48
215694 10/13/2022 001712 BREWEN'S EMPIRE TROLLEY 101122 0000430 ROOTED IN NATURE EVENT 10/15/22
SHUTTLE
3,740.63
Total : 3,740.63
215695 10/13/2022 000367 CINTAS CORPORATION 5123799955 CITY HALL FIRST AID & SAFETY 615.10 Total : 615.10
215696 10/13/2022 000785 CORELOGIC SOLUTIONS, LLC 82149619 SEPTEMBER 2022 CODE ENFORCEMENT
SOFTWARE
174.50
Total : 174.50
215697 10/13/2022 001694 COSTAR REALTY INFORMATION INC 120148081 OCT 2022 CONTRACTUAL SVCS 796.00 Total : 796.00
215698 10/13/2022 000011 CR&R INC. 3026 09/01/22-09/30/22 STREET SWEEPER 603.08 1,037.7609/26/22 DUMP 40YD BOX352314
248.3110/01/22 3Y D BOX, 90G RECYCLE -
BASEBAL
352338
287.5810/01/22 3Y D BOX, 90G RECYCLE 60GL
GNR
352397
Total : 2,176.73
215699 10/13/2022 000037 DATA TICKET, INC. 142543 AUG 2022 DAILY CITE PROCESSING 622.85 325.93AUG 2022 ONLINE/SSN CITATION
PROCESSING
143078
Total : 948.78
215700 10/13/2022 000058 DEPARTMENT OF JUSTICE 600744 JULY 2022 POLICE BLOOD ALCOHOL
ANALYSIS
105.00
Total : 105.00
215701 10/13/2022 000022 EDISON 1000322-0828 09/01/22-09/30/22 ELECTRIC WILDOMAR CITY
150.95
58 10/13/2022
Voucher List
City of Wildomar
3 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215701 10/13/2022 (Continued)000022 EDISON
181.0709/01/22-09/30/22 ELECTRIC CFD 2013-001100222-1757 220.3709/01/22-09/30/22 ELECTRIC CFD 2013-001100233-9127 223.7809/01/22-09/30/22 ELECTRIC CFD 2013-001100322-0962 5,343.4009/01/22-09/30/22 ELECTRIC100322-4293
47.3909/01/22-09/30/22 ELECTRIC 20505
PALOMAR
100322-4487
116.1809/01/22-09/30/22 ELECTRIC CFD 2013-001100322-4610
58.0809/01/22-09/30/22 ELECTRIC CFD ZONE 2100322-4845
434.1809/01/22-09/30/22 ELECTRIC100322-7481
42.1409/01/22-09/30/22 ELECTRIC CFD 2013-1 OR100322-7504 202.0209/01/22-09/30/22 ELECTRIC CFD ZONE 3100322-7694
116.1709/01/22-09/30/22 ELECTRIC CFD ZONE 3100322-8975
463.6208/10/22-09/27/22 ELECTRIC92822-2458
Total : 7,599.35
215702 10/13/2022 000012 ELSINORE VALLEY MUNICIPAL, WATER DISTRICT11920168 08/09/22-09/08/22 WATER ZONE 52 LOC 01 146.65
43.3308/09/22-09/08/22 WATER ZONE 29 LOC 0211920224
267.7308/09/22-09/08/22 WATER ZONE 71 LOC 0111920507
111.4908/09/22-09/08/22 WATER 32637 GRUWELL -11920706
6,851.0508/09/22-09/08/22 WATER MARNA OBRIEN11920786
80.5308/12/22-09/11/22 WATER ZONE 3 LOC 07
M1
11925461
1,886.6508/13/22-09/12/22 WATER ZONE 3 LOC 25
M1
11928745
2,542.6708/13/22-09/12/22 WATER ZONE 3 LOC 25
M2
11928746
909.7808/13/22-09/12/22 WATER ZONE 3 LOC 24
M1
11930515
287.8008/19/22-09/19/22 WATER ZONE 3 LOC 23
M1
11935479
67.8408/19/22-09/19/22 WATER ZONE 30 LOC 211935689
94.0308/19/22-09/19/22 WATER ZONE 3 LOC 49
M1
11935729
182.5108/19/22-09/19/22 WATER ZONE 51 LOC 111935982
531.3108/19/22-09/19/22 WATER BASEBALL FIELD11936145
1,048.0708/19/22-09/19/22 WATER WINDSONG PARK11936185
874.1908/19/22-09/19/22 WATER ZONE 3 LOC 29
M1
11936691
59 10/13/2022
Voucher List
City of Wildomar
4 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215702 10/13/2022 (Continued)000012 ELSINORE VALLEY MUNICIPAL, WATER DISTRICT 255.4408/19/22-09/19/22 WATER ZONE 3 LOC 29
M2
11936769
260.2608/19/22-09/19/22 WATER ZONE 30 LOC 111936772
338.8308/19/22-09/19/22 WATER ZONE 3 LOC 42 &11936870
316.1208/19/22-09/19/22 WATER 22450 1/2
CERVER
11937267
218.4808/19/22-09/19/22 WATER 22450 CERVERA11937507
262.1108/19/22-09/19/22 WATER ZONE 62 - 2293311938603
108.0008/19/22-09/19/22 WATER ZONE 67 -
ARNNET
11938690
892.9208/20/22-09/20/22 WATER ZONE 3 LOC 35
M1
11939319
-3,657.46CREDIT CHECK 214882 04/07/22CHECK214882
Total : 14,920.33
215703 10/13/2022 001747 FARAG, JASON 101122 09/24/22-10/07/22 REIMBURSEMENT
MILEAGE
14.81 Total : 14.81
215704 10/13/2022 000941 FRONTIER 100122 10/01/22-10/31/22 OFFICE TELEPHONE CHARG
53.15 Total : 53.15
215705 10/13/2022 001666 INFINITY TECHNOLOGIES 856 0000414 INFORMATION TECHNOLOGY SUPPORT
SERVICES
8,000.00
0000415 2,000.00GIS CONTRACTUAL SERVICES
$2000/MONTH
869
Total : 10,000.00
215706 10/13/2022 000016 INNOVATIVE DOCUMENT SOLUTIONS 244166 09/01/22-09/30/22 CONTRACT COPIER SERVIC
1,119.15
Total : 1,119.15
215707 10/13/2022 001640 JAMES MCMINN INC 101122A BUNDY CYN RD WIDE TUMF CIP 026-1
PROG PA
83,573.77
927,881.32BUNDY CYN RD WIDE TUMF CIP 026-1
PROG PA
101122B
Total : 1,011,455.09
215708 10/13/2022 001398 LUNA, CAMERON 101022 09/24/22-10/07/22 MILEAGE
REIMBURSEMENT
35.00 60
10/13/2022
Voucher List
City of Wildomar
5 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 35.00 215708 10/13/2022 001398 001398 LUNA, CAMERON 215709 10/13/2022 000042 PV MAINTENANCE, INC. 005-259 CITYWIDE MAINT. CONTRACTUAL
SERVICES-SEP
69,498.74
Total : 69,498.74
215710 10/13/2022 001732 ROSALES, ANNELLE 101022 09/24/22-10/07/22 MILEAGE
REIMBURSEMENT
8.50 Total : 8.50
215711 10/13/2022 001800 SANTOLUCITO DORE GROUP INC 563 0000411 APPRAISAL REPORT 09/06/22, CAFH
ORDER AT
4,800.00
Total : 4,800.00
215712 10/13/2022 001806 SOUTHERN CALIFORNIA NEWS, GROUP 11547272 PUBLIC NOTICE - GENERAL PLAN UPDATE WORK
205.92
249.60PUBLIC NOTICE - ZOA 2022-0511549958
268.32PUBLIC NOTICE - ZOA 2022-0611549960
530.40PUBLIC NOTICE - WILDOMAR
CROSSROADS
11553898
224.64PUBLIC NOTICE - ELECTION11554356
499.20PUBLIC NOTICE - RFP ECONOMIC
DEVELOPMENT
11554980
582.86PUBLIC NOTICE - RFP COMMUNITY
SERVICES
11559760
Total : 2,560.94
215713 10/13/2022 001255 STEVE'S TOWING INC 134794 CASE WI222240019 616.00 Total : 616.00
215714 10/13/2022 001466 TEMECULA MOTORSPORTS 1993527 REPAIR BMW R1250 SHERIFF PATROL BIKE 44.00 Total : 44.00
215715 10/13/2022 000437 VERIZON WIRELESS 9916423540 09/23/22-10/22/22 DATA INTERNET CHARGE 858.51
76.0209/23/22-10/22/22 DATA INTERNET CHARGE9916423541
Total : 934.53
Bank total : 1,156,724.62 30 Vouchers for bank code : wf 1,156,724.62Total vouchers :Vouchers in this report 30
61 10/13/2022
Voucher List
City of Wildomar
6 2:22:26PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 62 10/20/2022
Voucher List
City of Wildomar
1 1:20:56PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215720 10/20/2022 000029 APPLEONE 01-6452570 ADMIN W/E 10/08/22 708.48 Total : 708.48
215721 10/20/2022 001761 CHARTER COMMUNICATIONS 2318100822 CABLE THROUGH 11/07/22- FS61 5.34 Total : 5.34
215722 10/20/2022 000988 COUNTY OF RIVERSIDE, INFORMATION TECHNOLOGYIT0000005452 07/01/21-09/30/22 MEETING
SUPPORT-RIVCO-
292.06
Total : 292.06
215723 10/20/2022 000002 CRYSTAL CLEAN MAINTENANCE 1003M JANITORIAL SERVICES- CITY HALL OCTOBER 1
3,214.75
Total : 3,214.75
215724 10/20/2022 000027 DIRECT TV 082317220X221013 10/12/22-11/11/22 CABLE SERVICE - CITY H 153.99 Total : 153.99
215725 10/20/2022 000022 EDISON 101322-3123 09/13/22-10/13/22 ELECTRIC 23873
CLINTON
199.33
264.8409/13/22-10/13/22 ELECTRIC 23873
CLINTON
101322-3487
149.3909/13/22-10/13/22 ELECTRIC 23873
CLINTON
101322-7255
87.7809/14/22-10/13/22 ELECTRIC 34311 MISSION101422-3047
31.6609/14/22-10/13/22 ELECTRIC 31818
CENTRAL
101422-3243
28.5409/14/22-10/13/22 ELECTRIC 34311 MISSION101422-3950
80.6209/14/22-10/13/22 ELECTRIC 31818
CENTRAL
101422-5361
72.2109/14/22-10/13/22 ELECTRIC 24211 CLINTON101422-7372
78.5109/14/22-10/13/22 ELECTRIC 21458 GRAND
A
101422-8688
11.4109/16/22-10/17/22 ELECTRIC 31160 CLINTON101822-3767
35.9309/16/22-10/17/22 ELECTRIC 32975 WILLOW101822-5249 106.2409/16/22-10/17/22 ELECTRIC 32975 WILLOW101822-7633 Total : 1,146.46
215726 10/20/2022 001325 GEOCON WEST, INC. 722080411 CIP 026-1 THROUGH 08/07/22 1,191.50 2,165.00CIP 026-1 THROUGH 09/04/22722090410
63 10/20/2022
Voucher List
City of Wildomar
2 1:20:56PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 3,356.50 215726 10/20/2022 001325 001325 GEOCON WEST, INC. 215727 10/20/2022 000685 GREAT AMERICA FINANCIAL SERVIC 32602787 CANNON COLOR COPIER SYST. #015-1472515
359.97
214.24CANNON COLOR COPIER SYST.
#016-1585799
32602788
Total : 574.21
215728 10/20/2022 000304 JOE A. GONSALVES & SON 160188 0000423 FY 22/23 PROFESSIONAL CONTRACTUAL LEGISL
3,000.00
0000423 3,000.00FY 22/23 PROFESSIONAL CONTRACTUAL
LEGISL
160258
Total : 6,000.00
215729 10/20/2022 001647 LACHGAR, ABDURAHMAN 101222A REIMBURSE - APA CONFERENCE 51.08
43.39REIMBURSE - APA CONFERENCE101222B
26.55REIMBURSE - APA CONFERENCE101222C
28.88REIMBURSE - APA CONFERENCE101222D
828.89REIMBURSE - APA CONFERENCE101222E
Total : 978.79
215730 10/20/2022 001841 MORABITO, JOSEPH 101322 LEAGUE OF CA CITIES TRAVEL EXPENSE 8.77 Total : 8.77
215731 10/20/2022 001813 NCE 1304013001 0000419 PRELIMINARY IMPACTS OF WASTE
VEHICLES
6,000.00
Total : 6,000.00
215732 10/20/2022 000185 PITNEY BOWES 100622 POSTAGE METER REFILL 09/14/22 503.50 -185.85CREDIT 08/04/22 PAYMENT APPLIEDCR72822
Total : 317.65
215733 10/20/2022 000185 PITNEY BOWES 1021220267 POSTAGE METER INK 184.85 Total : 184.85
215734 10/20/2022 000186 RIGHTWAY 315750 10/13/22-11/09/22 -
PORTA-WASHSTN-WINDSO
723.50
Total : 723.50
215735 10/20/2022 001393 SOCALGAS 101222 09/09/22-10/10/22 GAS - FIRE DEPT 32637 72.60 64 10/20/2022
Voucher List
City of Wildomar
3 1:20:56PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 72.60 215735 10/20/2022 001393 001393 SOCALGAS 215736 10/20/2022 000918 TKE ENGINEERING INC 2022-884 CONTRACTUAL SVC 08/01/22 - 08/31/22 1,625.00 910.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-885
65.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-887
325.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-889
1,204.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-890
130.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-891
3,755.00CONTRACTUAL SVC 07/01/22 - 08/31/222022-892
6,723.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-893
890.00CONTRACTUAL SVC 08/01/22 - 08/31/222022-894
1,828.00CONTRACTUAL SVC 07/01/22 - 08/31/222022-895
882.00CONTRACTUAL SVC 09/01/22 - 09/30/222022-951
Total : 18,337.00
215737 10/20/2022 000131 WESTERN RIVERSIDE COUNTY, RCA 92622 MSHCP MITIGATION FEES: SEPTEMBER 2022
12,607.67
Total : 12,607.67
Bank total : 54,682.62 18 Vouchers for bank code : wf
54,682.62Total vouchers :Vouchers in this report 18
65 10/27/2022
Voucher List
City of Wildomar
1 2:09:08PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215739 10/27/2022 000029 APPLEONE 01-6456272 ADMIN W/E 10/15/22 708.48 Total : 708.48
215740 10/27/2022 000760 ARMADA ADMINISTRATORS 188894 NOVEMBER 2022 PREMIUM 3,749.00 Total : 3,749.00
215741 10/27/2022 001468 BANKS, ARRIN 102422 PLANNING COMMISSION MEETING 10/19/22 75.00 Total : 75.00
215742 10/27/2022 001419 BERNARD, BRIANNA 102422 PLANNING COMMISSION MEETING 10/19/22 75.00 Total : 75.00
215743 10/27/2022 000080 BURKE, WILLIAMS AND SORENSON,, LLP 289924 AUGUST 2022 LEGAL FEES 64,980.74 Total : 64,980.74
215744 10/27/2022 000493 COAST RECREATION, INC. 14758 MARNA FACILITIES MATERIAL 1,722.82 Total : 1,722.82
215745 10/27/2022 001799 COUNTY OF RIVERSIDE PUBLIC, SAFETY ENTERPRISE COMMUNIPE0000000555 SEPT 2022 MONTHLY RADIO
COMMUNICATION
155.34
Total : 155.34
215746 10/27/2022 000035 COUNTY OF RIVERSIDE, TLMA TL0000016518 AUGUST 2022 SLF COSTS FY 22-23 2,714.51 Total : 2,714.51
215747 10/27/2022 000022 EDISON 101922-7151 09/14/22-10/18/22 ELECTRIC 7,987.06 -34.97CREDIT 09/14/22-10/13/22 ELECTRIC - 2017CR101922-7151 Total : 7,952.09
215748 10/27/2022 000012 ELSINORE VALLEY MUNICIPAL, WATER DISTRICT11932775 08/16/22-09/15/22 WATER ZONE 42 LOC 03 M
344.73
631.9308/16/22-09/15/22 WATER ZONE 42 LOC 02
M
11932776
125.8209/08/22-10/08/22 WATER ZONE 52 LOC 0111967425
43.3309/08/22-10/08/22 WATER ZONE 29 LOC 0211967481
243.9409/08/22-10/08/22 WATER ZONE 71 LOC 0111967764
98.2909/08/22-10/08/22 WATER 32637 GRUWELL -11967964
3,637.9709/08/22-10/08/22 WATER MARNA OBRIEN
PAR
11968044
66 10/27/2022
Voucher List
City of Wildomar
2 2:09:08PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount 215748 10/27/2022 (Continued)000012 ELSINORE VALLEY MUNICIPAL, WATER DISTRICT
80.5309/11/22-10/11/22 WATER ZONE 3 LOC 7 M111977321
348.7608/12/22-10/11/22 WATER HERITAGE PARK
(A
11977334
1,216.4409/12/22-10/12/22 WATER ZONE 3 LOC 25
M1
11983814
1,672.8009/12/22-10/12/22 WATER ZONE 3 LOC 25
M2
11983815
1,272.5909/12/22-10/12/22 WATER ZONE 3 LOC 24
M1
11985584
549.0608/13/22-10/12/22 WATER CFD 2013-1 ZONE11986749
1,449.7005/14/22-10/12/22 WATER MALAGA
GATEWAY P
11986909
-1,102.70CREDIT CHECK 214882 04/07/22CHECK214882-B
S
S
-8.72REVERSE CHARGE CREDIT WATER
HERITAGE PAR
CREDIT92022
-12.72REVERSE CHARGE CREDIT WATER CFD
2013-1 Z
CREDIT92122
-939.51CREDIT IRRIGATION WATER MALAGA
GATEWAY P
CREDIT-IRRIGATION
Total : 9,652.24
215749 10/27/2022 001762 EMERGENCY-1 RESPONSE, INC. 2112 ROOTED IN NATURE 2022 385.00 Total : 385.00
215750 10/27/2022 001747 FARAG, JASON 102522 10/08/22-10/21/22 REIMBURSE MILEAGE 34.94 Total : 34.94
215751 10/27/2022 000342 FENCE MASTERS 22020201 MISC REPAIRS AT REGENCY HERITAGE
FENCE R
428.00
Total : 428.00
215752 10/27/2022 001343 FILAR, ERIC 102422 PLANNING COMMISSION MEETING 10/19/22 75.00 Total : 75.00
215753 10/27/2022 001743 GOPHER SQUAD 2210-16 0000420 PEST CONTROL SERVICES- PARKS AND LITTLE
985.00
0000420 985.00PEST CONTROL SERVICES- PARKS AND
LITTLE
2210-23
67 10/27/2022
Voucher List
City of Wildomar
3 2:09:08PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 1,970.00 215753 10/27/2022 001743 001743 GOPHER SQUAD 215754 10/27/2022 000685 GREAT AMERICA FINANCIAL SERVIC 32657378 CANON COLOR COPIER SYST. #018-1765784
214.24
Total : 214.24
215755 10/27/2022 000634 HEYDAY RECORDS AND EVENTS 10422 TRUNK OR TREAT 10/29/22 - DJ 500.00 Total : 500.00
215756 10/27/2022 000499 INLAND EMPIRE LANDSCAPE INC 39628 SEPT 2022 LANDSCP MARNA O'BRIEN PARK
5,980.00
Total : 5,980.00
215757 10/27/2022 000647 JOLLY JUMPS 102922 0000436 2022 TRUNK OR TREAT - INFLATABLE RENTAL
1,840.00
Total : 1,840.00
215758 10/27/2022 001657 LIFE STORAGE 102122 RENTAL 10X10 STORAGE - THROUGH 10/25/22
247.25
215.00RENTAL 10X10 STORAGE - THROUGH
11/25/22
102522
Total : 462.25
215759 10/27/2022 000879 LLOYD, JOHN 102422 PLANNING COMMISSION MEETING 10/19/22 75.00 Total : 75.00
215760 10/27/2022 001398 LUNA, CAMERON 102522 10/08/22-10/21/22 MILEAGE REIMBURSE CIP 20.00 Total : 20.00
215761 10/27/2022 001844 MCCOY, KREG 102622 REFUND OF UNUSED DEPOSIT 4,500.00 Total : 4,500.00
215762 10/27/2022 001337 MPS SECURITY 2448 SECURITY SRVCS - MARNA O'BRIEN 09/26/22-
3,974.77
Total : 3,974.77
215763 10/27/2022 001667 OLDCASTLE INFRASTRUCTURE INC 500038550 ZONE 52 - CATCH BASIN INSERT
MAINTENANCE
2,223.00
1,026.00ZONE 62 - CATCH BASIN INSERT
MAINTENANCE
500038551
427.50ZONE 59 - CATCH BASIN INSERT
MAINTENANCE
500038552
68 10/27/2022
Voucher List
City of Wildomar
4 2:09:08PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 3,676.50 215763 10/27/2022 001667 001667 OLDCASTLE INFRASTRUCTURE INC 215764 10/27/2022 001005 PEOPLEREADY INC 27721764 CONTRACTUAL SVC - ROOTED IN NATURE EVENT
1,009.80
397.80CONTRACTUAL SVC - ROOTED IN NATURE
EVENT
27721765
Total : 1,407.60
215765 10/27/2022 000185 PITNEY BOWES 100622 POSTAGE METER REFILL 09/14/22 503.50 -184.85CREDIT 08/04/22 PAYMENT APPLIEDCR72822
Total : 318.65
215766 10/27/2022 001725 PRESTIGE GOLF CARS 151022 0000431 ROOTED IN NATURE EVENT 1,122.07 Total : 1,122.07
215767 10/27/2022 000526 PRINT POSTAL 16553 ELECTIONS SINGS 31.05 Total : 31.05
215768 10/27/2022 000149 RIVERSIDE COUNTY EXECUTIVE, OFFICE102122 SCFA ANIMAL SHELTER - FY22/23 DEBT SVC 1
120,678.00
72,357.00ANIMAL SHELTER SHELTERING SRVCS2023-02WIL
Total : 193,035.00
215769 10/27/2022 000790 SPARKLETTS 101522 CITY HALL DRINKING WATER THROUGH 10/15/2
196.33
Total : 196.33
215770 10/27/2022 000995 STRONG, KIM 102422 PLANNING COMMISSION MEETING 10/19/22 75.00 Total : 75.00
215771 10/27/2022 001258 SUNBELT RENTALS, INC. 127928168 CITY BIRTHDAY 327.28 294.40DRIVE IN EVENT129099188
319.99ROOTED NATURE131803859
803.60EQUIPMENT RENTAL FOR CITY BIRTHDAY
AT MA
131921671
235.90MARNA O'BRIEN EQUIPMENT RENTAL131922558
Total : 1,981.17
215772 10/27/2022 000219 WESTERN FIRE CO., INC. 58921 FIRE EXTINGUISHER SERVICE - MARNA O'BRIE
44.20 303.35FIRE EXTINGUISHER SERVICE (13)58923
69 10/27/2022
Voucher List
City of Wildomar
5 2:09:08PM
Page:
Bank code : wf
Voucher Date Vendor Invoice PO # Description/Account Amount (Continued) Total : 347.55 215772 10/27/2022 000219 000219 WESTERN FIRE CO., INC.
Bank total : 314,435.34 34 Vouchers for bank code : wf 314,435.34Total vouchers :Vouchers in this report 34
70 ACH Date Payee Description Amount
10/4/2022 Golden State Escrow Right-of-Way Purchase 11,276.00$ 10/6/2022 Wright Express Fuel Purchases 980.74
9/20/2022 Enterprise Fleet Management Monthly City Vehicle Lease Payment 3,931.15 10/18/2022 US Bank
Business Meals, Conference Expenses,
Organizational Memberships, Special
Event Supplies, Repairs & Maintenance,
and Office Supplies
24,336.15
10/31/2022 Viasat Inc Satellite Internet Service - Cemetery District & Parks 676.76
TOTAL 41,200.80$
City of Wildomar
Wire Transfer Register
10/31/2022
71 ACH Date Payee Description Amount
10/13/2022 Heartland Payroll 09/24/2022-10/07/2022 103,415.89 $ 10/27/2022 Heartland Payroll 10/08/2022-10/22/2022 104,231.20 $ 10/31/2022 Heartland Payroll 10/01/2022-10/31/2022 1,756.45 $ TOTAL 209,403.54$
City of Wildomar
Payroll Warrant Register
11/1/2022
72 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.4
Meeting Date: November
9, 2022
SUBJECT:
September 2022 Treasurers Report
SUBMITTED BY:
Robert
Howell
PREPARED BY:
Adam Jantz, Senior Administrative Analyst
ACTION:
Approve the Treasurer’s Report for September 2022.
SUMMARY:
September 2022 Treasurer’s Report
DISCUSSION:
Attached is the Treasurer’s Report for Cash and Investments for the month of September 2022. The City utilizes both the California State Treasurer’s Local Agency Investment Fund (LAIF) and the California Asset Management Program (CAMP) for its city investments.
Utilizing the two investment programs allows the City to potentially increase the interest earned on the money held.
FISCAL IMPACT:
None.
ATTACHMENTS:
September 2022 Treasurer's Report
73 BEGINNING + (-) ENDING
FUND ACCOUNT INSTITUTION BALANCE DEPOSITS WITHDRAWALS BALANCE RATE All All WELLS FARGO $ 18,905,772.63 $ 1,306,422.76 (2,305,065.12) $ 17,907,130.27 0.000% TOTAL $ 18,905,772.63 $ 1,306,422.76 $ (2,305,065.12) $ 17,907,130.27
PERCENT
OF DAYS STATED
FUND BOOK VALUE FACE VALUE MARKET VALUE PORTFOLIO TO MAT. RATE All $ 9,696,911.07 $ 9,696,911.07 $ 9,696,911.07 100.00% 0 1.513% All $ 5,637,656.13 $ 5,637,656.13 $ 5,637,656.13 100.00% 0 2.610% TOTAL $ 15,334,567.20 $ 15,334,567.20 $ 15,334,567.20 100.00% CITY $ 33,241,697.47
(-)
+ WITHDRAWALS/
BEGINNING DEPOSITS/ SALES/ ENDING STATED
FUND BALANCE PURCHASES MATURITIES BALANCE RATE
All $ 9,696,911.07 $ 0.00 $ 0.00 $ 9,696,911.07 1.513% All $ 5,625,571.43 $ 12,084.70 $ 0.00 $ 5,637,656.13 2.610% TOTAL $ 15,322,482.50 $ 12,084.70 $ 0.00 $ 15,334,567.20
Robert Howell
Robert Howell
City Treasurer
Date
10/10/2022
In compliance with the California Code Section 53646, as City Treasurer for the City of Wildomar, I hereby certify that sufficient investment liquidity and anticipated revenues are available to meet the City's expenditure requirements for the next six months, and that all investments are in compliance with the City's Statement of Investment Policy.
I also certify that this report reflects all Government Agency pooled investments and all of the City's Bank Balances.
CITY CASH
ISSUER
CALIFORNIA ASSET MANAGEMENT PROGRAM
CALIFORNIA ASSET MANAGEMENT PROGRAM
CITY INVESTMENT (Continued)
LOCAL AGENCY INVESTMENT FUND
LOCAL AGENCY INVESTMENT FUNDS
ISSUER
CITY OF WILDOMAR
TREASURER'S REPORT FOR
CASH AND INVESTMENT PORTFOLIO
September 2022
TOTAL CASH AND INVESTMENT
CITY INVESTMENT
74 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.5
Meeting Date: November
9, 2022
SUBJECT:
Second Reading of Ordinance No. 226 - AN ORDINANCE OF
THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, AMENDING CHAPTER 10.16 OF TITLE 10 TO
THE WILDOMAR MUNICIPAL CODE ESTABLISHING SPEED
LIMITS ON CERTAIN STREETS
SUBMITTED BY:
Jason Farag
PREPARED BY:
Jason Farag, Public Works Director
ACTION:
Adopt and waive further reading of an Ordinance entitled:
ORDINANCE NO. 226
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTER 10.16 OF TITLE 10 TO THE WILDOMAR MUNICIPAL CODE
ESTABLISHING SPEED LIMITS ON CERTAIN STREETS
SUMMARY:
Second reading of an Ordinance to establish speed limits on Gruwell St. (between Grand Ave. and Como St.) and Palomar St. (between Mission Trail and Corydon Rd.).
BACKGROUND:
The City Council approved the first reading of Ordinance No. 226 at the October 12, 2022 City Council meeting. The Ordinance establishes speed limits on certain streets, specifically Gruwell St. (between Grand Ave. and Como St.) and Palomar St. (between Mission Trail and Corydon Rd.).
DISCUSSION:
At this time, it would be appropriate for the City Council to adopt and waive further reading of Ordinance No. 226 (Attachment A). The new speed limits will become effective 30 days after adoption of the ordinance (December 9, 2022). In conformance with California Vehicle Code Section (CVC) 22358.8, the City "shall issue only warning citations for violations of exceeding the speed limit by 10 mph or less for the first 30 days that a lower speed limit is in effect." 75 Beginning on January 8, 2023, the new speed limits will be enforceable.
FISCAL IMPACT:
Upon adoption of the Ordinance, Public Works Maintenance Crews will order new speed limit signs for both Gruwell St. and Palomar St. to replace the existing speed limits signs. The cost of the materials and the labor for replacing the signs will be covered by the previously approved FY 2022-2023 Public Works Maintenance Budget and no additional funds are needed at this time. There is no impact to the City's General Fund.
ACCOUNT CODE:
120-450 (Measure AA)
200-450 (Gas Tax)
ATTACHMENTS:
A - Ordinance No. 226
76 ORDINANCE NO. 226
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AMENDING CHAPTER 10.16 OF TITLE 10 TO THE
WILDOMAR MUNICIPAL CODE ESTABLISHING SPEED LIMITS ON
CERTAIN STREETS
WHEREAS, California Vehicle Code Section 22357 and 22358 provides that local entities may declare prima facie speed limits greater than 25 miles per hour on City streets on the basis of an engineering and traffic survey; and
WHEREAS, California Vehicle Code Section 40802 provides for the enforcement of posted speed limit by the use of radar or other electronic devices which measures the speed of moving vehicles; and
WHEREAS, California Vehicle Code Section 627(b) defines an engineering and traffic survey to include consideration of all of the following:
1) Prevailing speeds as determined by traffic engineering measurements; 2) Accident Records;
3) Highway, traffic, and roadside conditions not readily apparent to the driver, WHEREAS, the City of Wildomar has reviewed accident records and the most recent as well as immediately prior engineering and traffic survey pursuant to California Vehicle Code Section 22357, 22358, and 22358.8; and
WHEREAS, the City of Wildomar, after completing an engineering and traffic survey for certain streets finds that, pursuant to California Vehicle Code Section 22358.8, that the current speed limit is more than is reasonable or safe, and should be lowered by five (5) miles per hour, on the following streets: (1) Palomar Street between the centerline of Corydon Road and the centerline of Mission Trail, a total distance of approximately 0.8 mile; (2) Gruwell Street between the centerline of Grand Avenue and the centerline of Como Street, a total distance of approximately 0.8 mile; and WHEREAS, the City of Wildomar has reviewed the sections of highway and determined, pursuant to California Vehicle Code Section 22358.8, that no additional general purpose lanes have been added since the immediately prior engineering and traffic survey was conducted.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF WILDOMAR, DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. The recitals set forth above are true and correct, and are incorporated herein as findings of the City Council of the City of Wildomar. 77 SECTION 2. Sections 10.16.060 through 10.16.100 of Chapter 10.16 of Title 10 to the Wildomar Municipal Code are amended and restated in their entirety to read as shown on Exhibit 1.
SECTION 3. If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portion of this Ordinance. The City Council hereby declares that it would have adopted this Ordinance, and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases or portions thereof be declared invalid or unconstitutional.
SECTION 4. The City Clerk shall certify to the adoption of this ordinance and shall cause the same to be published in accordance with law.
PASSED, APPROVED AND ORDAINED this 9th day of November, 2022. ____________________________________
Ben J. Benoit
Mayor
APPROVED AS TO FORM: ATTEST:
_____________________________ ________________________________ Thomas Jex City Clerk
City Attorney Janet Morales
78 Exhibit 1:
10.16.060 Thirty-five miles per hour.
The prima facie speed limit is 35 miles per hour:
1. On the southerly half of Malaga Road between the centerline of Mission Trail and the centerline of Casino Drive, a total distance of 0.29 mile.
2. On Canyon Drive between the centerline of Mission Trail and the centerline of Orange Street, for a total distance of approximately 1.0 mile.
3. On Catt Road between Hidden Springs Road and 400 feet east of Green Parrot Way, for a total distance of approximately 0.3 mile.
4. On Clinton Keith Road between the centerline of Palomar Street and Inland Valley Drive, for a distance of approximately 1.1 miles.
5. On Orange Street between the centerline of Bundy Canyon Road and the centerline of Gruwell Street, a total distance of approximately 1.3 miles.
6. On Union Street between the centerline of Gruwell Street and the centerline of Wesley Street, a total distance of approximately 0.5 mile.
7. On Hidden Springs Road between the centerline of Catt Road and 750 feet south of Clinton Keith Road, a total distance of approximately 0.4 mile.
8. On Cherry Street between the centerline of Baxter Road and the centerline of Walnut Street, a total distance of approximately 0.5 mile.
9. On Sellers Road between the centerline of Bundy Canyon Road and the centerline of Waite Street, a total distance of approximately 0.2 mile.
10. On Palomar Street between the centerline of Corydon Road and the centerline of Mission Trail, a total distance of approximately 0.8 mile.
10.16.070 Forty miles per hour.
The prima facie speed limit is 40 miles per hour:
1. On Wildomar Trail between the centerline of Grand Avenue and the intersection of Baxter Road (approximately 0.1 mile easterly of White Street), a total distance of approximately 1.3 miles.
79 2. On Wildomar Trail between the centerline of Clinton Keith Road and the 90 degree corner (approximately 0.1 mile northerly of Rosita Drive), a total distance of approximately 1.0 mile.
3. On Corydon Street between the centerline of Grand Avenue to the centerline of Union Street (City of Lake Elsinore city limit), and on the south side of Corydon Street between the centerline of Union Street (City of Lake Elsinore city limit) to the centerline of Mission Trail, a total distance of approximately 1.5 miles.
4. On La Estrella Street between the centerline of Wildomar Trail and the centerline of Crossroads Street, a total distance of approximately 1.1 miles.
5. On Grand Avenue between the centerline of Wildomar Trail Central Avenue to the centerline of McVicar Street, a total distance of approximately 0.8 mile.
6. On Bundy Canyon Road between the centerline of Mission Trail to the centerline of Monte Vista Drive, a total distance of approximately 1.4 miles.
7. On Prielipp Road between the centerline of Inland Valley Road and the City limit boundary of the City of Murrieta, a total distance of approximately 0.7 mile.
8. On Palomar Street between the centerline of Corydon Road and the centerline of Mission Trail, a total distance of approximately 0.8 mile.
98. On Lemon Street between the centerline of Mission Trail and the centerline of Orange Street, a total distance of approximately 0.9 mile.
10.16.080 Forty-five miles per hour.
The prima facie speed limit is 45 miles per hour:
1. On Wildomar Trail between the intersection of Baxter Road (approximately 0.1 mile easterly of White Street) and the 90 degree corner (approximately 0.1 mile northerly of Rosita Drive), a total distance of approximately 1.4 miles.
2. On Inland Valley Drive between the centerline of Clinton Keith Road and the centerline of Prielipp Road, a total distance of approximately 0.5 mile.
3. On Clinton Keith Road between the centerline of Inland Valley Road and the centerline of Carrington Street, for a total distance of approximately 1.0 mile.
4. On Grand Avenue from the centerline of McVicar Street to the centerline of Clinton Keith Road, for a total distance of approximately 0.9 mile. 80 5. On Palomar Street between the centerline of Clinton Keith Road the the City limit boundary of the City of Murrieta, a total distance of approximately 1.0 mile.
6. On Corydon Street between the centerline of Grand Avenue and the centerline of Mission Trail, a total distance of approximately 1.5 miles.
7. On McVicar Street between the centerline of Palomar Road and the centerline of Grand Avenue, a total distance of approximately 0.5 mile.
8. On Gruwell Street between the centerline of Grand Avenue and the centerline of Como Street, a total distance of approximately 0.8 mile.
10.16.090 Fifty miles per hour.
The prima facie speed limit is 50 miles per hour:
1. On Palomar Street between the centerline of Mission Trail and the centerline of Clinton Keith Road, a total distance of approximately 2.8 miles.
2. On Grand Avenue between the centerline of Wildomar Trail Central Street and the centerline of Corydon Street, a total distance of approximately 2.0 miles.
3. On the easterly half of Mission Trail between Malaga Road and Corydon Street, for a total distance of approximately 1.3 miles, and on the full-width of Mission Trail between Corydon Street and Palomar Street, for a total distance of approximately 1.2 miles.
4. On Clinton Keith Road between the centerline of Grand Avenue and the centerline of Palomar Street, a total distance of approximately 0.5 miles.
5. On Bundy Canyon Road between the centerline of Monte Vista Drive and the centerline of The Farm Road, a total distance of approximately 2.0 miles.
6. On Bundy Canyon Road between the centerline of The Farm Road and the centerline of Sunset Street, a total distance of approximately 1.0 mile.
7. On Monte Vista Drive between the centerline of Wildomar Trail and the centerline of Bundy Canyon Road, a total distance of approximately 1.2 miles.
8. On Gruwell Street between the centerline of Grand Avenue and the centerline of Como Street, a total distance of approximately 0.8 mile.
10.16.100 Fifty-five miles per hour.
Reserved.
81 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.6
Meeting Date: November
9, 2022
SUBJECT:
Environmental Purchasing and Practices Policy (EPPP)
Update
SUBMITTED BY:
Cameron Luna
PREPARED BY:
Cameron Luna, Associate Engineer
ACTION:
Approve an update to the City's Recovered Organic Waste Product Procurement Policy to include the procurement of Recycled-Tire Products
SUMMARY:
Application to CalRecycle's Rubberized Pavement Grant Program requires that the City has an adopted Environmental Purchasing and Practices Policy (EPPP). This proposed policy update will update one of the City's existing policies to comply with the CalRecycle EPPP requirements.
BACKGROUND:
On April 14, 2021 the City Council adopted Resolution 2021-10 which authorizes the submittal of application(s) to CalRecycle for all grants for which the City of Wildomar is eligible.
On January 12, 2022 the City Council adopted the Recovered Organic Waste Product Procurement Policy (Policy) in accordance with California Senate Bill (SB) 1383. This Policy requires the City to procure recovered organic waste products as well as recycled-content paper products in accordance with the City's procurement policy and purchasing procedures.
DISCUSSION:
In September 2022, staff applied for competitive grant funds through CalRecycle's annual Rubberized Pavement Grant Program, which provides a partial cost-reimbursement for agencies that utilize recycled-content pavement products derived from only California- generated waste tires. The program is aimed at encouraging first-time users of rubberized pavement in two project types – Rubberized Asphalt Concrete Hot-Mix (Hot-Mix) and Rubberized Chip Seal (Chip Seal). This FY 22-23 application period is the City's first time applying for this grant program. The City's application was for $250,000 (maximum allowed) in 82 cost-reimbursements for several projects planned in the Capital Improvement Program (CIP).
For the FY 22-23 application, agencies are also required to have an Environmental Purchasing and Practices Policy (EPPP) adopted. Since the City already adopted a similar environmentally related Policy earlier in 2022, staff recommends this Policy be updated with a revised title and a new section that includes the procurement of Recycled-Tire Products.
Attachment A includes the updated Policy which meets CalRecycle's requirements.
FISCAL IMPACT:
Costs to evaluate and consider Recycled-Tire Rubber Products as required in the Policy will be covered by each year's adopted CIP budget.
Adoption of this updated policy will further promote the City's eligibility to pursue grant funding opportunities that require an environmental purchasing policy (EPP), and any awarded grant funds will help reduce local funding allocations for CIP projects.
There is no impact to the General Fund.
ATTACHMENTS:
A - Updated Policy
83 -1- [City of Wildomar]
[Procurement Policy]
1 CITY OF WILDOMAR RECOVERED ORGANIC
2 WASTE PRODUCT AND RECYCLED-TIRE RUBBER
3 PRODUCT PROCUREMENT POLICY
4 SECTION 1. PURPOSE
5 A. It is the policy of the City of Wildomar (“City”), applicable to all departments and 6 divisions, to incorporate environmental considerations including recycled-content 7 and recovered Organic Waste product use into purchasing practices and 8 procurement. This Recovered Organic Waste Product Procurement Policy (Policy) 9 will help the City to:
10 1. Protect and conserve natural resources, water, and energy;
11 2. Minimize the City’s contribution to climate change, pollution, and solid waste 12 disposal; and,
13 3. Comply with State requirements as contained in 14 CCR Division 7, Chapter 14 12, Article 12 (SB 1383 procurement regulations) to procure a specified 15 amount of Recovered Organic Waste Products to support Organic Waste 16 disposal reduction targets and markets for products made from recycled 17 and recovered Organic Waste materials, and to purchase Recycled- 18 Content Paper Products and Recycled-Content Printing and Writing Paper.
19 SECTION 2. DEFINITIONS
20 A. “Annual Recovered Organic Waste Product Procurement Target” means the 21 amount of Organic Waste in the form of a Recovered Organic Waste Product that 22 the City is required to procure annually under 14 CCR Section 18993.1. This target 23 shall be calculated by multiplying the per capita procurement target, which shall be 24 0.08 tons of Organic Waste per California resident per year, times the City’s 25 residential population using the most recent annual data reported by the California 26 Department of Finance. Annually, CalRecycle will provide notice to each 27 Jurisdiction of its Annual Recovered Organic Waste Product Procurement Target 28 by posting such information on CalRecycle’s website and providing written notice 29 directly to the Jurisdiction.
30 B. “Compost” means the product resulting from the controlled biological 31 decomposition of organic solid wastes that are source separated from the 32 municipal solid waste stream or which are separated at a centralized facility or as 33 otherwise defined in 14 CCR Section 17896.2(a)(4).
34 Compost eligible for meeting the Annual Recovered Organic Waste Product 35 Procurement Target must be produced at a compostable material handling 84 -2- [City of Wildomar]
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36 operation or facility permitted or authorized under 14 CCR Chapter 3.1 of Division 37 7 or produced at a large volume in-vessel digestion facility that composts on-site 38 as defined and permitted under 14 CCR Chapter 3.2 of Division 7. Compost shall 39 meet the State’s composting operations regulatory requirements. 40 C. “Direct Service Provider” means a person, company, agency, district, or other 41 entity that provides a service or services to City pursuant to a contract or other 42 written agreement or as otherwise defined in 14 CCR Section 18982(a)(17).
43 D. “Electricity Procured from Biomass Conversion” means electricity generated from 44 biomass facilities that convert recovered Organic Waste, such as wood and 45 prunings from the municipal stream, into electricity. Electricity procured from a 46 biomass conversion facility may only count toward the City’s Annual Recovered 47 Organic Waste Product Procurement Target if the facility receives feedstock 48 directly from certain permitted or authorized compostable material handling 49 operations or facilities, transfer/processing operations or facilities, or landfills, as 50 described in 14 CCR Section 18993.1(i).
51 E. “City” means City of Wildomar.
52 F. “Organic Waste” means solid wastes containing material originated from living 53 organisms and their metabolic waste products including, but not limited to, food, 54 yard trimmings, organic textiles and carpets, lumber, wood, Paper Products, 55 Printing And Writing Paper, manure, biosolids, digestate, and sludges, or as 56 otherwise defined in 14 CCR Section 18982(a)(46). Biosolids and digestate are as 57 defined in 14 CCR Section 18982(a)(4) and 14 CCR Section 18982(a)(16.5), 58 respectively.
59 G. “Paper Products” include, but are not limited to, paper janitorial supplies, cartons, 60 wrapping, packaging, file folders, hanging files, corrugated boxes, tissue, and 61 toweling; or as otherwise defined in 14 CCR Section 18982(a)(51).
62 H. “Printing and Writing Papers” include, but are not limited to, copy, xerographic, 63 watermark, cotton fiber, offset, forms, computer printout paper, white wove 64 envelopes, manila envelopes, book paper, note pads, writing tablets, newsprint, 65 and other uncoated writing papers, posters, index cards, calendars, brochures, 66 reports, magazines, and publications; or as otherwise defined in 14 CCR Section 67 18982(a)(54).
68 I. “Procurement of Recovered Organic Waste Products” shall mean purchase or 69 acquisition (e.g., free delivery or free distribution from a hauler or other entity via a 70 written agreement or contract), and end use by the City or others. The City’s 71 Annual Recovered Organic Waste Product Procurement Target can be fulfilled 72 directly by the City or by Direct Service Providers through written contracts or 73 agreements for Procurement of Recovered Organic Waste Products at the City’s 74 behest.
75 J. “Publicly-Owned Treatment Works” or “POTW” has the same meaning as in 76 Section 403.3(r) of Title 40 of the Code of Federal Regulations. 85 -3- [City of Wildomar]
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77 K. “Recovered Organic Waste Products” means products made from California, 78 landfill-diverted recovered Organic Waste processed at a permitted or otherwise 79 authorized operation or facility, or as otherwise defined in 14 CCR Section 80 18982(a)(60). Products that can be used to meet the Annual Recovered Organic 81 Waste Product Procurement Target shall include Compost, SB 1383 Eligible 82 Mulch, Renewable Gas from an in-vessel digestion facility, and Electricity Procured 83 from Biomass Conversion as described herein and provided that such products 84 meet requirements of 14 CCR, Division 7, Chapter 12, Article 12.
85 L. “Recordkeeping Designee” means the public employee appointed by the City 86 Manager or their designee to track procurement and maintain records of 87 Recovered Organic Waste Product procurement efforts both by the City and 88 others, if applicable, as required by 14 CCR, Division 7, Chapter 12, Articles 12 89 and 13.
90 M. "Recyclability" means that the Paper Products and Printing and Writing Paper 91 offered or sold to the City are eligible to be labeled with an unqualified recyclable 92 label as defined in 16 Code of Federal Regulations Section 260.12 (2013).
93 N. “Recycled-Content Paper Products and Recycled-Content Printing and Writing 94 Paper” means such products that consist of at least thirty percent (30%), by fiber 95 weight, postconsumer fiber, consistent with the requirements of Sections 22150 to 96 22154 and Sections 12200 and 12209 of the Public Contract Code, and as 97 amended.
98 O. “Renewable Gas” means gas derived from Organic Waste that has been diverted 99 from a landfill and processed at an in-vessel digestion facility that is permitted or 100 otherwise authorized by 14 CCR to recover Organic Waste, or as otherwise 101 defined in 14 CCR Section 18982(a)(62).
102 P. “SB 1383” means Senate Bill 1383 of 2016 approved by the Governor on 102 September 19, 2016, which added Sections 39730.5, 39730.6, 39730.7, and 103 39730.8 to the Health and Safety Code, and added Chapter 13.1 (commencing 104 with Section 42652) to Part 3 of Division 30 of the Public Resources Code, 105 establishing methane emissions reduction targets in a statewide effort to reduce 106 emissions of short-lived climate pollutants, as amended, supplemented, 107 superseded, and replaced from time to time.
108 Q. “SB 1383 Regulations” or “SB 1383 Regulatory” means or refers to, for the 109 purposes of this policy, the Short-Lived Climate Pollutants (SLCP): Organic Waste 110 Reductions regulations developed by CalRecycle and adopted in 2020 that created 111 Chapter 12 of 14 CCR, Division 7 and amended portions of regulations of 14 CCR 112 and 27 CCR.
113 R. “SB 1383 Eligible Mulch” means mulch eligible to meet the Annual Recovered 114 Organic Waste Product Procurement Target, pursuant to 14 CCR Chapter 12 of 115 Division 7. This SB 1383 Eligible Mulch shall meet the following conditions for the 116 duration of the applicable procurement compliance year, as specified by 14 CCR 86 -4- [City of Wildomar]
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117 Section 18993.1(f)(4):
118 1. Produced at one of the following facilities:
119 i. A compostable material handling operation or facility as defined in 120 14 CCR Section 17852(a)(12), that is permitted or authorized under 121 14 CCR Division 7, other than a chipping and grinding operation or 122 facility as defined in 14 CCR Section 17852(a)(10);
123 ii. A transfer/processing facility or transfer/processing operation as 124 defined in 14 CCR Sections 17402(a)(30) and (31), respectively, that 125 is permitted or authorized under 14 CCR Division 7; or,
126 iii. A solid waste landfill as defined in Public Resources Code Section 127 40195.1 that is permitted under 27 CCR Division 2.
128 S. “State” means the State of California.
129 SECTION 3. RECOVERED ORGANIC WASTE PRODUCT PROCUREMENT
130 3.1 Procurement Target
131 A. City will annually procure for use or giveaway a quantity of Recovered Organic 132 Waste Products that meets or exceeds its Annual Recovered Organic Waste 133 Product Procurement Target through the implementation of Sections 3 through 5 134 of this Policy.
135 B. To be eligible to meet the Annual Recovered Organic Waste Product Procurement 136 Target, products that may be procured include the following (provided that each 137 product meets the criteria included in their respective definition in Section 2 of this 138 Policy):
139 1. SB 1383 eligible Compost (as defined in Section 2.B).
140 2. SB 1383 Eligible Mulch (as defined in Section 2.R).
141 3. Renewable Gas (in the form of transportation fuel, electricity, or heat) (as 142 defined in Section 2.O).
143 4. Electricity Procured from Biomass Conversion (as defined in Section 2.D).
144 3.2 Requirements for City Departments
145 A. Compost and SB 1383 Eligible Mulch procurement. Divisions and departments 146 responsible for landscaping maintenance, renovation, or construction shall:
147 1. Use Compost and SB 1383 Eligible Mulch produced from recovered 148 Organic Waste, as defined in Section 2.B and 2.R of this Policy, for 149 landscaping maintenance, renovation, or construction, as practicable, 87 -5- [City of Wildomar]
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150 whenever available, and capable of meeting quality standards and criteria 151 specified.
152 2. When City uses Compost and SB 1383 Eligible Mulch and the applications 153 are subject to the City’s Water Efficient Landscaping Ordinance (WELO), 154 pursuant to Municipal Code Section 17.276, comply with one of the 155 following, whichever is more stringent, (i) the City’s WELO, City Code 156 Section 17.276, if more stringent than the State’s Model Water Efficient 157 Landscape Ordinance (MWELO), or (ii) Sections 492.6 (a)(3)(B), (C), (D), 158 and (G) of the State’s Model Water Efficient Landscape Ordinance, Title 23, 159 Division 2, Chapter 2.7 of the CCR, as amended September 15, 2015, 160 which requires the submittal of a landscape design plan with a “Soil 161 Preparation, Mulch, and Amendments Section” to include the following:
162 a. For landscape installations, Compost at a rate of a minimum of 4 163 cubic yards per 1,000 square feet of permeable area shall be 164 incorporated to a depth of six (6) inches into the soil. Soils with 165 greater than six percent (6%) organic matter in the top six (6) inches 166 of soil are exempt from adding Compost and tilling.
167 b. Apply a minimum three- (3-) inch layer of mulch on all exposed soil 168 surfaces of planting areas except in turf areas, creeping or rooting 169 groundcovers, or direct seeding applications where mulch is 170 contraindicated. To provide habitat for beneficial insects and other 171 wildlife, leave up to five percent (5%) of the landscape area without 172 mulch. Designated insect habitat must be included in the landscape 173 design plan as such.
174 c. Procure organic mulch materials made from recycled or post- 175 consumer materials rather than inorganic materials or virgin forest 176 products unless the recycled post-consumer organic products are 177 not locally available. Organic mulches are not required where 178 prohibited by local Fuel Modification Plan Guidelines or other 179 applicable local ordinances.
180 3. Keep records, including invoices or proof of Recovered Organic Waste 181 Product procurement (either through purchase or acquisition), and submit 182 records to the Recordkeeping Designee, on a schedule to be determined 183 by Recordkeeping Designee.
184 Records shall include:
185 a. General procurement records, including:
186 (i) General description of how and where the product was used 187 and applied, if applicable;
188 (ii) Source of product, including name, physical location, and 88 -6- [City of Wildomar]
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189 contact information for each entity, operation, or facility from 190 whom the Recovered Organic Waste Products were
191 procured;
192 (iii) Type of product;
193 (iv) Quantity of each product; and,
194 (v) Invoice or other record demonstrating purchase or 195 procurement.
196 b. For Compost and SB 1383 Eligible Mulch provided to residents 197 through giveaway events or other types of distribution methods, keep 198 records of the Compost and SB 1383 Eligible Mulch provided to 199 residents. Records shall be maintained and submitted to the 200 Recordkeeping Designee in accordance with the requirements 201 specified in Section 3.2.A.3.
202 4. When Procurement of Recovered Organic Waste Products occurs through 203 a Direct Service Provider, enter into a written contract or agreement or 204 execute a purchase order with enforceable provisions that includes: (i) 205 definitions and specifications for SB 1383 Eligible Mulch, Compost, 206 Renewable Gas, and/or Electricity Procured from Biomass Conversion; 207 and, (ii) an enforcement mechanism (e.g., termination, liquidated damages) 208 in the event the Direct Service Provider is not compliant with the 209 requirements.
210 B. Renewable Gas procurement (used for fuel for transportation, electricity, or heating 211 applications). For Renewable Gas procurement, City shall:
212 1. Procure Renewable Gas made from recovered Organic Waste for 213 transportation fuel, electricity, and heating applications to the degree that it 214 is appropriate and available for the City and to help meet the Annual 215 Recovered Organic Waste Product Procurement Target, which requires 216 compliance with criteria specified in 14 CCR Section 18993.1.
217 2. Keep records in the same manner indicated in Section 3.2.A.3 for the 218 amount of Renewable Gas procured and used by the City, including the 219 general procurement record information specified in Section 3.2.A.3.a, and 220 submit records to the Recordkeeping Designee on a schedule to be 221 determined by Recordkeeping Designee. City shall additionally obtain the 222 documentation and submit records specified in Section 3.2.B.3 below, if 223 applicable.
224 3. If the City procures Renewable Gas from a POTW,
225 a. Annually verify that the Renewable Gas from the POTW complies 226 with the requirements specified in 14 CCR Section 18993.1(h), 227 including, but not limited to the exclusion in 14 CCR Section 89 -7- [City of Wildomar]
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228 17896.6(a)(1) and the items listed in this Section 3.2.B.3.
229 b. Annually receive a record from the POTW documenting the tons of 230 Organic Waste received by the POTW from: (i) a compostable 231 material handling operation or facility as defined in 14 CCR Section 232 17852(a)(12), other than a chipping and grinding operation or facility 233 as defined in 14 CCR Section 17852(a)(10), that is permitted or 234 authorized under 14 CCR Division 7; (ii) transfer/processing facility 235 or transfer/processing operation as defined in 14 CCR Sections 236 17402(a)(30) and (31), respectively, that is permitted or authorized 237 under 14 CCR Division 7; or (iii) a solid waste landfill as defined in 238 Public Resources Code Section 40195.1 that is permitted under 27 239 CCR Division 2.
240 c. Annually receive documentation from the POTW of the percentage 241 of biosolids that the POTW produced and transported to activities 242 that constitute landfill disposal in order to demonstrate that the 243 POTW transported less than twenty-five percent (25%) of the 244 biosolids it produced to activities that constitute landfill disposal. For 245 the purposes of this Policy, landfill disposal is defined pursuant to 14 246 CCR Section 18983.1(a) and includes final disposition at a landfill; 247 use of material as alternative daily cover or alternative intermediate 248 cover at a landfill, and other dispositions not listed in 14 CCR Section 249 18983.1(b). Alternative daily cover or alternative intermediate cover 250 are defined in 27 CCR Sections 20690 and 20700, respectively.
251 d. Annually receive documentation that the POTW receives vehicle- 252 transported solid waste that is an anaerobically digestible material 253 for the purpose of anaerobic co-digestion with POTW treatment plant 254 wastewater to demonstrate that the POTW meets the requirement of 255 14 CCR Section 18993.1(h)(2).
256 e. City shall submit these records to the Recordkeeping Designee on a 257 schedule to be determined by Recordkeeping Designee.
258 C. Electricity Procured from Biomass Conversion. For Electricity Procured from 259 Biomass Conversion, City shall:
260 1. Procure electricity from a biomass conversion facility that receives 261 feedstock from a composting facility, transfer/processing facility, a solid 262 waste landfill, and/or receives feedstock from the generator or employees 263 on behalf of the generator of the Organic Waste and to the degree that it is 264 available and practicable for the City and to help meet the Annual 265 Recovered Organic Waste Product Procurement Target, which requires 266 compliance with criteria specified in 14 CCR Section 18993.1.
267 2. Maintain records and conduct the following recordkeeping activities:
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268 a. Keep records in the same manner indicated in Section 3.2.A.3 of this 269 Policy for the amount of Electricity Procured from Biomass 270 Conversion facilities, including the general procurement record 271 information specified in Section 3.2.A.3.a.
272 b. Receive written notification by an authorized representative of the 273 biomass conversion facility certifying that biomass feedstock was 274 received from a permitted solid waste facility identified in 14 CCR 275 Section 18993.1(i).
276 c. Provide these records to the Recordkeeping Designee.
277 3.3 Requirements for Direct Service Providers
278 A. Direct Service Providers of landscaping maintenance, renovation, and 279 construction shall:
280 1. Use Compost and SB 1383 Eligible Mulch, as practicable, produced from 281 recovered Organic Waste, as defined in Section 2.B and 2.R of this Policy, 282 for all landscaping renovations, construction, or maintenance performed for 283 the City, whenever available, and capable of meeting quality standards and 284 criteria specified. SB 1383 Eligible Mulch used for land application shall 285 comply with 14 CCR, Division 7, Chapter 12, Article 12 and must meet or 286 exceed the physical contamination, maximum metal concentration and 287 pathogen density standards specified in 14 CCR Section 288 17852(a)(24.5)(A)(1) through (3).
289 2. If Direct Service Provider is subject to the City’s WELO pursuant to City 290 Municipal Code Section 17.276, comply with one of the following, whichever 291 is more stringent: (i) the locally-adopted WELO that is more stringent than 292 the State’s MWELO, or (ii) Sections 492.6 (a)(3)(B), (C), (D), and (G) of the 293 State’s MWELO, Title 23, Division 2, Chapter 2.7 of the CCR, as amended 294 September 15, 2015, which requires the submittal of a landscape design 295 plan with a “Soil Preparation, Mulch, and Amendments Section” to include 296 the following:
297 a. For landscape installations, Compost at a rate of a minimum of 4 298 cubic yards per 1,000 square feet of permeable area shall be 299 incorporated to a depth of six (6) inches into the soil. Soils with 300 greater than six percent (6%) organic matter in the top six (6) inches 301 of soil are exempt from adding Compost and tilling.
302 b. Apply a minimum three- (3-) inch layer of mulch on all exposed soil 303 surfaces of planting areas except in turf areas, creeping or rooting 304 groundcovers, or direct seeding applications where mulch is 305 contraindicated. To provide habitat for beneficial insects and other 306 wildlife, leave up to five percent (5%) of the landscape area without 307 mulch. Designated insect habitat must be included in the landscape 308 design plan as such.
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309 c. Procure organic mulch materials made from recycled or post- 310 consumer materials rather than inorganic materials or virgin forest 311 products unless the recycled post-consumer organic products are 312 not locally available. Organic mulches are not required where 313 prohibited by local Fuel Modification Plan Guidelines or other 314 applicable local ordinances.
315 d. For all mulch that is land applied, procure SB 1383 Eligible Mulch 316 that meets or exceeds the physical contamination, maximum metal 317 concentration, and pathogen density standards for land applications 318 specified in 14 CCR Section 17852(a)(24.5)(A)(1) through (3).
319 3. Keep and provide records of Procurement of Recovered Organic Waste 320 Products (either through purchase or acquisition) to Recordkeeping 321 Designee, on a schedule to be determined by Recordkeeping Designee. 322 Information to be provided shall include:
323 a. General description of how and where the product was used and if 324 applicable, applied;
325 b. Source of product, including name, physical location, and contact 326 information for each entity, operation, or facility from whom the 327 Recovered Organic Waste Products were procured;
328 c. Type of product;
329 d. Quantity of each product; and,
330 e. Invoice or other record demonstrating purchase or procurement.
331 SECTION 4. RECYCLED-CONTENT PAPER PROCUREMENT
332 4.1 Requirements for City Departments
333 A. If fitness and quality of Recycled-Content Paper Products and Recycled-Content 334 Printing and Writing Paper are equal to that of non-recycled items, all departments 335 and divisions of City shall purchase Recycled-Content Paper Products and
336 Recycled-Content Printing and Writing Paper that consists of at least thirty percent 337 (30%), by fiber weight, postconsumer fiber, whenever the total cost is the same or 338 a lesser total cost than non-recycled items or whenever the total cost is no more 339 than one percent (1%) of the total cost for the non-recycled items, consistent with 340 the requirements of the Public Contract Code, Sections 22150 through 22154 and 341 Sections 12200 and 12209, as amended.
342 B. All Paper Products and Printing and Writing Paper shall be eligible to be labeled 343 with an unqualified recyclable label as defined in Title 16 Code of Federal 344 Regulations Section 260.12 (2013).
345 C. Provide records to the Recordkeeping Designee of all Paper Products and Printing 92 -10- [City of Wildomar]
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346 and Writing Paper purchases on a schedule to be determined by Recordkeeping 347 Designee (both recycled-content and non-recycled content, if any is purchased) 348 made by a division or department or employee of the City. Records shall include a 349 copy of the invoice or other documentation of purchase, written certifications as 350 required in Section 4.2.A.3-4 for recycled-content purchases, vendor name, 351 purchaser name, quantity purchased, date purchased, and recycled content 352 (including products that contain none), and if non-Recycled-Content Paper 353 Products and/or non-Recycled-Content Printing and Writing Paper are provided, 354 include a description of why Recycled-Content Paper Products and/or Recycled- 355 Content Printing and Writing Paper were not provided. 356 4.2 Requirements for Vendors
357 A. All vendors that provide Paper Products (including janitorial Paper Products) and 358 Printing and Writing Paper to City shall:
359 1. Provide Recycled-Content Paper Products and Recycled-Content Printing 360 and Writing Paper that consists of at least thirty percent (30%), by fiber 361 weight, postconsumer fiber, if fitness and quality are equal to that of non- 362 recycled item, and available at equal or lesser price or available at no more 363 than one percent (1%) of the total cost for non-recycled Paper Products.
364 2. Only provide Paper Products and Printing and Writing Papers that meet 365 Federal Trade Commission Recyclability standard as defined in Title 16 366 Code of Federal Regulations Section 260.12 (2013).
367 3. Certify in writing, under penalty of perjury, the minimum percentage of 368 postconsumer material in the Paper Products and Printing and Writing 369 Paper offered or sold to the City. This certification requirement may be 370 waived if the percentage of postconsumer material in the Paper Products, 371 Printing and Writing Paper, or both can be verified by a product label, 372 catalog, invoice, or a manufacturer or vendor internet website.
373 4. Certify in writing, under penalty of perjury, that the Paper Products and 374 Printing and Writing Paper offered or sold to the City is eligible to be labeled 375 with an unqualified recyclable label as defined in Title 16 Code of Federal 376 Regulations Section 260.12 (2013).
377 5. Provide records to the Recordkeeping Designee of all Paper Products and 378 Printing and Writing Paper purchased from the vendor on a schedule to be 379 determined by Recordkeeping Designee (both recycled-content and non- 380 recycled content, if any is purchased) made by a division or department or 381 employee of the City. Records shall include a copy of the invoice or other 382 documentation of purchase, written certifications as required in Section 383 4.2.A.3-4 for recycled-content purchases, purchaser name, quantity 384 purchased, date purchased, and recycled content (including products that 385 contain none), and if non-Recycled-Content Paper Products and/or non- 386 Recycled-Content Printing and Writing Paper are provided, include a 93 -11- [City of Wildomar]
[Procurement Policy]
387 description of why Recycled-Content Paper Products and/or Recycled- 388 Content Printing and Writing Paper were not provided.
389 B. All vendors providing printing services to the City via a printing contract or written 390 agreement, shall use Printing and Writing Paper that consists of at least thirty 391 percent (30%), by fiber weight, postconsumer fiber, or as amended by Public 392 Contract Code Section 12209.
393 SECTION 5. RECYCLED-TIRE RUBBER PRODUCT PROCUREMENT
394 On Capital Improvement Program (CIP) projects, the Public Works and Engineering 395 department shall evaluate, at least, the following environmentally preferable product 396 categories for inclusion as construction materials for bid items specified in the project 397 requirements whenever practical:
398 1. Re-crushed cement concrete aggregate and asphalt.
399 2. Cement and asphalt concrete containing tire rubber, glass cullet, recycled 400 fiber, plastic, fly ash or other alternative products.
401 3. Re-treaded tires and products made from recycled tire rubber including 402 rubberized asphalt, playground surfaces and fatigue mats.
403 Public Works and Engineering staff are encouraged to reduce consumption of virgin 404 resources by incorporating environmentally preferable practices into CIP projects. The 405 Public Works and Engineering Department shall be responsible for the implementation of 406 this policy and shall:
407 A. Practice waste prevention whenever possible.
408 B. Ensure that CIP project procurement documents issued by the department include 409 environmental preferred alternatives as construction materials whenever practical.
410 C. Be responsible for recordkeeping on recycle program utilization for CIP projects.
411 Exemption: Nothing in this policy shall be construed as requiring the purchase of products 412 that do not perform adequately and/or are not reasonably available at a reasonable cost.
413 SECTION 6. RECORDKEEPING RESPONSIBILITIES
414 A. The Administrative Services department will be the responsible department and 415 will select an employee to act as the Recordkeeping Designee that will be 416 responsible for obtaining records pertaining to Procurement of Recovered Organic 417 Waste Products and Recycled-Content Paper Products and Recycled-Content 418 Printing and Writing Paper.
419 B. The Recordkeeping Designee will do the following to track Procurement of 94 -12- [City of Wildomar]
[Procurement Policy]
420 Recovered Organic Waste Products, Recycled-Content Paper Products, and 421 Recycled-Content Printing and Writing Paper:
422 1. Collect and collate copies of invoices or receipts (paper or electronic) or 423 other proof of purchase that describe the procurement of Printing and 424 Writing Paper and Paper Products, including the volume and type of all 425 paper purchases; and, copies of certifications and other required 426 verifications from all departments and/or divisions procuring Paper Products 427 and Printing and Writing Paper (whether or not they contain recycled 428 content) and/or from the vendors providing Printing and Writing Paper and 429 Paper Products. These records must be kept as part of City’s 430 documentation of its compliance with 14 CCR Section 18993.3.
431 2. Collect and collate copies of invoices or receipts or documentation 432 evidencing procurement from all departments and divisions procuring 433 Recovered Organic Waste Products and invoices or similar records from 434 vendors/contractors/others procuring Recovered Organic Waste Products 435 on behalf of the City to develop evidence of City meeting its Annual 436 Recovered Organic Waste Product Procurement Target. These records 437 must be kept as part of the City’s documentation of its compliance with 14 438 CCR Section 18993.1.
439 3. Collect, collate, and maintain documentation submitted by the City, Direct 440 Service Providers, and/or vendors, including the information reported to the 441 Recordkeeping Designee in accordance with Sections 3.2.A.3, 3.2.B.2, 442 3.2.C.2, 3.3.A.3, 3.3.B.2, 3.3.C.3, 4.1.C, and 4.2.A.5.
443 4. Compile an annual report on the City’s direct procurement, and 444 vendor/other procurement on behalf of the City, of Recovered Organic 445 Waste Products, Recycled-Content Paper Products, and Recycled-Content 446 Printing and Writing Paper, consistent with the recordkeeping requirements 447 contained in 14 CCR Section 18993.2 for the Annual Recovered Organic 448 Waste Product Procurement Target and 14 CCR Section 18993.4 for 449 Recycled-Content Paper Products and Recycled-Content Printing and 450 Writing Paper procurement. This report shall be made available to the City’s 451 responsible entity for compiling the annual report to be submitted to 452 CalRecycle (which will include a description of compliance on many other 453 SB 1383 regulatory requirements) pursuant to 14 CCR Division 7, Chapter 454 12, Article 13. The procurement report shall also be shared with the City 455 Council or other regulating body annually as evidence of implementing this 456 Policy.
457 SECTION 7. EFFECTIVE DATE OF POLICY
458 This Policy shall go into effect on November 10, 2022.
95 CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.7
Meeting Date: November
9, 2022
SUBJECT:
Acceptance of Public Improvements for Tract 32024
(Project
No. 18-0117) by KB Home Coastal, Inc., a California
corporation
SUBMITTED BY:
Emily Stadnik
PREPARED BY:
Emily Stadnik, Land Development Manager
ACTION:
Adopt a Resolution entitled:
RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 32024, KB HOME COASTAL, INC.
BACKGROUND:
Tentative Tract Map (TTM 32024), also known as Monte Vista Ranch, is a subdivision of approximately 35 acres into 70 single family residential lots, five (5) open space lots and one (1) commercial lot. The subdivision is located on the east side of Monte Vista Drive just south of Canyon Drive. The vicinity map (Attachment A) illustrates the location of the project site and surrounding area.
A Subdivision Improvement Agreement (SIA) and Public Improvement Agreement (PIA) for Tract 32024 were executed on September 11, 2019, between the City of Wildomar and the owner, KB Home Coastal, Inc. The final map for Tract 32024 was also approved on September 11. 2019.
Special Tax Lien for Community Facilities District (CFD) 2013-1 Annexation No. 17 for Tract 32024 was recorded on November 15, 2019.
96 DISCUSSION:
The Developer has completed the required public improvements and the City’s Public Works Department has completed the inspections of the public improvements. Staff is recommending that the improvements be accepted at this time.
FISCAL IMPACT:
The City will be responsible to maintain the public improvements built by Tract 32024, as identified in Attachment B (CFD Maintenance Exhibit). Costs associated with maintenance will be paid from the special taxes associated with Tract 32024 annexation into Community Facilities District (CFD) 2013-1.
ATTACHMENTS:
ATTACHMENT A.docx
ATTACHMENT B - CFD MAINTENANCE.pdf
Resolution
97 ATTACHMENT A
(Site Location Map for Tract 32024)
Aerial Image of Tract 32024 (highlighted)
Tract 32024
98 TOTAL LOTS (SFR)PROJECT ACREAGE
7970
PROJECT ACREAGE
39.8 ACRES
TOTAL LOTS TOTAL LOTS (O.S.)
9 TOTAL NO. OF LOTS
CFD (CITY) MAINTENANCE RESPONSIBILITY
PRIVATE (HOA) MAINTENANCE RESPONSIBILITY
99 RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,
CALIFORNIA, ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 32024, KB HOME COASTAL, INC.
WHEREAS, KB Home Coastal, Inc., proposed development of Tract 32024 which included, in part, the construction of public improvements; and WHEREAS, on September 11, 2019, the City Council approved the final map for Tract 32024 and accepted offers of dedication made on the final map for public road and public utility purposes, and as part of the City maintained road system, subject to improvements in accordance with City and County standards; and
WHEREAS, on September 11, 2019, Subdivision Improvement Agreement and Public Improvement Agreement for Tract 32024 were executed between the City of Wildomar and KB Home Coastal ,Inc.; and
WHEREAS, KB Home Coastal, Inc. has completed the public improvements and the City is ready to accept the improvements into the City maintained road system.
NOW THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED
by the Wildomar City Council, in regular session assembled on November 9, 2022, the following:
1. The City Council accepts the completed required public improvements within Tract 32024 and as part of the City maintained road system.
PASSED, APPROVED, AND ADOPTED this 9th day of November, 2022 ________________________
Ben Benoit
Mayor
APPROVED AS TO FORM: ATTEST:
_______________________ _______________________
Tom D. Jex Janet Morales, CMC
City Attorney City Clerk
100
CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.8
Meeting Date: November
9, 2022
SUBJECT:
Annexation No. 2 into Community Facilities District No. 2022-1 (Services) for Verano (TR 37476)
SUBMITTED BY:
Emily Stadnik
PREPARED BY:
Ninette Eva, Associate Engineer
ACTION:
Adopt a Resolution entitled:
RESOLUTION NO. 2022 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES), OF THE CITY OF WILDOMAR, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 2) AND AUTHORIZING THE
LEVY OF SPECIAL TAXES THEREIN
BACKGROUND:
On June 8, 2022 the City Council adopted Resolution No. 2022-30 establishing Community Facilities District No. 2022-1 (Services) of the City of Wildomar (the "CFD No. 2022-1" or "District") and authorizing the levying of special taxes on parcels of taxable property for the purpose of providing certain services which are necessary to meet increased demands placed upon the City.
The owner, KB Home Coastal Inc., of TR 37476 containing 19.14 gross acres within the City, has requested that the City annex this territory into CFD No. 2022-1 (Services) to cover the costs associated with the maintenance of public improvements. The improvements proposed to be maintained include items such as landscaping, lighting, street maintenance, drainage, parks, trails and graffiti abatement.
In addition to maintaining public improvements the CFD No. 2022-1 will include a special tax 101
to provide for financing of certain public services to meet increased demands of police and fire protection services as a result of the new developments that annex into the CFD.
The landowner has advised the City that it desires the area described in Exhibit A of the Resolution of Intention to be annexed into CFD No. 2022-1 and that a rate and method of apportionment of special tax to be levied therein be established.
The area proposed within Annexation No. 2 will encompass 19.14 acres to include 77 detached residential lots in TR 37476, with a FY 2022-23 maximum annual tax of $1,275 per residential unit, per year. The tract proposed to be annexed into CFD No. 2022-1 will be included in Tax Zone 2. This tax rate includes a Maximum Special Tax A of $583 per residential unit per year for maintenance services of public facilities, and Maximum Special Tax B of $430 per residential unit per year for safety services and a Special Tax C (Contingent) of $262 per residential unit per year. All of these tax rates are proposed to escalate each year. Maximum Special Tax A will increase by the greater of Consumer Price Index (CPI) or 2%, Special Tax B will increase by the greater of CPI or 5% and Special Tax C will increase by the greater of CPI or 2%, all not to exceed 6%. KB Home Coastal Inc., has agreed to the annexation into the CFD and submitted a "Consent and Waiver" form on file in the City Clerk's Office, to initiate and conduct proceedings pursuant to the Mello-Roos Act of 1982, requesting the annexation of property to CFD No. 2022-1 (Services) and consenting to the shortening of election time requirements, waiving analysis and arguments, and waiving all notice requirements relating to conduct the election.
The next step to annex the property to CFD No. 2022-1 is to publish a notice of public hearing of the proposed annexation as required by the Mello-Roos Act. A public hearing on the matter will take place on December 14, 2022 and at that time the Council will formally consider approval of Annexation No. 2.
FISCAL IMPACT:
The projected levy for FY 2022-23 is $44,928 for the first year of maintenance services.
Special Tax B will generate $33,110 once all 77 residential units are developed. Special Tax C, if needed, will generate $20,198.
The CFD will pay the cost of the formation of the District, which is $5,000.
ATTACHMENTS:
Attachment 1 - ROI Annex 2.docx
Attachment 1 - Ex. A - G.pdf
Attachment 2 - Project Map Annex 2.pdf
Attachment 3 - Maintenance Exhibit.pdf
102
RESOLUTION NO. 2022 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF WILDOMAR, CALIFORNIA, DECLARING ITS
INTENTION TO ANNEX TERRITORY INTO
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(SERVICES) OF THE CITY OF WILDOMAR, ADOPTING
A MAP OF THE AREA PROPOSED TO BE ANNEXED
(ANNEXATION NO. 2) AND AUTHORIZING THE LEVY
OF SPECIAL TAXES THEREIN
WHEREAS, on June 8, 2022, the City Council (the “City Council”) of the City of Wildomar (the “City”) approved Resolution No. 2022-30 establishing Community Facilities District No. 2022-1 (Services) ("CFD No. 2022-1"), of the City of Wildomar, County of Riverside, State of California, for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet increased demands placed upon the City; and WHEREAS, the City Council has received a written instrument from the landowner to initiate and conduct proceedings pursuant to the Mello-Roos Community Facilities District Act of 1982 (the “Act”), to annex territory into CFD No. 2022-1 and consenting to the shortening of election time requirements, waiving analysis and arguments, and waiving all notice requirements relating to the conduct of the election; and WHEREAS, the City Council has been advised that the landowner has requested that the area described and shown in Exhibit A be annexed into the boundaries of CFD No. 2022-1, that a rate and method of apportionment of special tax to be levied therein be established.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
WILDOMAR, ACTING EX OFFICIO AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES) OF THE CITY OF WILDOMAR, DETERMINE AND ORDER AS FOLLOWS:
Section 1. Intent to Annex. The City Council hereby declares that it proposes and intends to conduct proceedings pursuant to Article 3.5 of the Act for the annexation to CFD No. 2022-1 of the territory described in Exhibit A attached hereto. The City Council determines that the public convenience and necessity require that such territory be annexed into CFD No. 2022-1.
Section 2. Name of the Community Facilities District. The name of the existing community facilities district is known as “Community Facilities District No. 2022-1 (Services).”
103
Section 3. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed is included within the boundaries within which property may annex to CFD No. 2022-1 and is more particularly described and shown on that certain map entitled “Proposed Boundary Map Community Facilities District No. 2022-1 of the City of Wildomar (Services) of the City of Wildomar, County of Riverside, State of California” as recorded on April 19, 2022 in Book 88 of Maps of Assessment and Community Facilities District, Pages 77, and as Instrument No. 2022- 0183915 in the official records of the County of Riverside. The territory proposed to be annexed to the CFD No. 2022-1 is described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Proposed Annexation Map No. 2, Community Facilities District No. 2022-1 (Services), City of Wildomar, County of Riverside, State of California," which is on file with the City Clerk (the "Annexation Map") and attached hereto as Exhibit D.
Section 4. Description of Authorized Services. The services proposed to be financed by CFD No. 2022-1 (the “Services”) are described in Exhibit B attached hereto. The cost of providing the Services includes “administrative expenses,” which include costs associated with the creation of CFD No. 2022-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2022-1. The Services authorized to be financed by CFD No. 2022-1 are in addition to those currently provided in the territory of CFD No. 2022-1 and do not supplant services already available within that territory.
Section 5. Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including administrative expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2022-1, will be levied annually within CFD No. 2022-1. The rate and method of apportionment, and manner of collection of the special taxare specified in Exhibit C.
Section 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the City Council adopts the Annexation Map attached hereto as Exhibit D as the map of the area proposed to be annexed to the CFD No. 2022-1.
Pursuant to Section 3111 of said Code, the City Clerk shall file the original of the Annexation map in her office and shall file a copy of the Annexation Map with the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
Section 7. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, December 14, 2022, in the City Council Chambers located at 23873 Clinton Keith Rd., Wildomar, California 92595, as the time and place when and where the City Council will conduct a public hearing on the proposed annexation of the said territory to the CFD No. 2022-1.
Section 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2022-1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall 104
contain the information prescribed by Section 53322 of the Act.
Section 9. Mailing Ballots. In anticipation of its action on Wednesday, December 14, 2022 to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the City Council hereby authorizes the City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2022-1 a ballot in substantially the form set forth in Exhibit G hereto. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
PASSED, APPROVED, AND ADOPTED this 9th day of November 2022.
Ben J. Benoit
Mayor
APPROVED AS TO FORM: ATTEST:
Thomas D. Jex Janet Morales
City Attorney City Clerk
105
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
106
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Wildomar Community Facilities District No. 2022-1 (Services) (the “CFD No. 2022-1”) Annexation No. 2 is currently comprised of two (2) parcels located within the city boundaries. The property is identified by the following Riverside County Assessor's Parcel Numbers (APNs).
APN Owner Name
367-140-008 (Por.) KB Home Coastal Inc.
367-140-010 (Por.) KB Home Coastal Inc.
107
City of Wildom
ar 17
Community Facilities District No. 2022‐1 (Services)
EXHIBIT B
DESCRIPTION OF SERVICES
108
CITY OF WILDOMAR
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be financed with proceeds of the special tax of CFD No. 2022-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. In addition, the services which may include some or all costs attributable to police protection, and fire services. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channel s, fossil fuel filters, and similar facilities.
Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2022-1; as well as local roads within residential subdivisions located within CFD No. 2022-1; and any portions adjacent to the properties within CFD No. 2022-1; and
(d) police protection services, including but not limited to criminal justice services, and fire protection and suppression services.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2022-1 or for the benefit of the properties within the boundaries of CFD No. 2022-1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2022-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2022-1 before CFD No. 2022-1 was created. 109
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
110
City of Wildomar 1
Community Facilities District No. 2022‐1 (Services)
RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2022‐1 (SERVICES)
OF THE CITY OF WILDOMAR
Special Taxes (defined below) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2022‐1 (Services) of the City of Wildomar (the “CFD No. 2022‐1” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2022, in an amount determined by the City Council of the City of Wildomar, acting ex officio as the legislative body of CFD No. 2022‐1, by applying the rates and method of apportionment set forth below.
All of the real property in CFD No. 2022‐1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of limited size including a smaller second unit that shares an Assessor’s Parcel as a Single Family Residential Property with a stand‐alone Residential Unit.
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2022‐1 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2022‐1, or any designee thereof associated with fulfilling the CFD No. 2022‐1 disclosure requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2022‐1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees and third party expenses.
Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2022‐ 1 for any other administrative purposes of CFD No. 2022‐1, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of Wildomar, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the March 1 of preceding the Fiscal Year in which the Special Tax is being levied
and for which no building permit for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by
the County Assessor of the County of Riverside.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.
"Building Permit" means the first legal document issued by the City giving official permission for new 111
City of Wildomar 2
Community Facilities District No. 2022‐1 (Services)
construction. For purposes of this definition, “Building Permit” may or may not include expired or cancelled building permits, or any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original construction building permit issued for construction of a building of Non‐Residential Property and any Building Square Footage subsequently added to a building of such Taxable Property after issuance of a building permit for expansion or renovation of such building.
"Calendar Year" means the period commencing January 1 of any year and ending the following December
31. “CFD” or “CFD No. 2022‐1” means Community Facilities District No. 2022‐1 (Services) of the City of Wildomar.
“City” means the City of Wildomar.
“Contingent Services” means
services permitted under the Mello‐Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2022‐1 as set forth in the documents adopted by the City Council at the time the CFD was formed to be provided by the City in the event the Administrator makes a determination pursuant to Section C(3) that a Property Owners’ Association fails to adequately provide such services.
“County” means the County of Riverside.
“Developed Property” means all Assessor’s Parcels that: (i) are included in a Final Map that was recorded prior to the January 1
st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) have an Assessor’s Parcel Number from the County shown on an Assessor’s Parcel Map for the individual lot included on the Final Map, and (iii) a Building Permit for new construction was issued on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 6624 that creates individual lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1 st of any year to and including the following June
30th.
“Land Use Category” or “LUC” means, any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Maximum Special Tax” means the Maximum Special Tax A, Maximum Special Tax B, and/or Maximum Special Tax C (Contingent), as applicable.
112
City of Wildomar 3
Community Facilities District No. 2022‐1 (Services)
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with Section C, below, that can be levied in any Fiscal Year on any Assessor's Parcel within CFD No. 2022‐1.
“Maximum Special Tax B” means the Maximum Special Tax B, as determined in accordance with Section C, below, that can be levied in any Fiscal Year on any Assessor's Parcel within CFD No. 2022‐1.
“Maximum Special Tax C (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the maximum
Special Tax C (Contingent), as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.
“Multi‐Family Residential Property” or “MFR” means any Assessor’s Parcel of residential property that consists of a building or buildings comprised of attached Residential Units available for rental, but not purchase, by the general public and under common management.
“Non‐Residential Property” or “NR” means, all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non‐residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non‐Residential
Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s association established to maintain certain services within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped Property.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this RMA.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.
“RMA" means this Rate and Method of Apportionment of Special Taxes.
“Service(s)” means services permitted under the Mello‐Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2022‐1 as set forth in the documents
adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” or “SFR” means any residential property that consists of a building comprised of attached or detached residential units available for purchase or rent by the general public.
“Special Tax(es)” means the Special Tax A and/or
Special Tax B and/or Special Tax C (Contingent) to be
levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement. 113
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"Special Tax A Requirement" means that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs of CFD No. 2022‐1 in the next Fiscal Year. The costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkways, streets, roads, and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for bonds or other forms of indebtedness.
“Special Tax B” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Developed Property to fund the Special Tax B Requirement.
"Special Tax B Requirement" means that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs of CFD No. 2022‐1 in the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection services, (ii) fire protection and suppression services, (iii) fund an operating reserve for the costs of Services as determined by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall the Special Tax B Requirement include funds for bonds or other forms of indebtedness.
“Special Tax C (Contingent)” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax C (Contingent) Requirement, if required.
“Special Tax C (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Services incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Contingent Services as determined by the Administrator; less a credit for funds available to reduce the annual Special Tax C (Contingent) levy as determined by the Administrator. Under no circumstances shall the Special Tax C (Contingent) Requirement include funds for bonds or other forms of indebtedness..
"Taxable Property" means all Assessor’s Parcels within CFD No. 2022‐1, which are not Exempt Property.
“Taxable Unit” means
a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may be levied pursuant to this Rate and Method of Apportionment of Special Tax.
"Tax Zone Original" means the geographic area the specific area identified on the CFD Boundary Map as
Tax Zone Original.
"Tract(s)" means an area of land within a subdivision identified by a particular tract number on a Final Map approved for the subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2022‐1 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed Property 114
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and Approved Property shall be classified as either Residential Property or Non‐Residential Property.
Residential Property shall be further classified as Single Family Residential Property or Multi‐Family Residential Property and the number of Residential Units shall be determined by the Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Residential Property, all such Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit(s) issued or Final Map as determined by the Administrator. Once a single family attached or multi‐family building or buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A and Special Tax C (Contingent) levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit for the Tax Zone below or as included in Appendix A as each annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Non‐Residential Property, all such Assessor’s Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map as determined by the Administrator. Once the Administrator determines the actual number of Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A, Special Tax B, and Special Tax C (Contingent) levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the applicable Tax Zone below or as included in Appendix A as each annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐1, Appendix A to this RMA shall be updated to reflect the Maximum Special Tax A for Developed Property for the Tract or Tracts annexed and the Special Tax A shall be levied up to the Maximum Special Tax A for Developed Property for such Tract or Tracts as specified in such updated Appendix A for the annexed property which shall reflect the Maximum Special Tax for the Tract or Tracts annexed. The Maximum Special Tax A for Fiscal Year 2022‐2023 for a Residential Unit of Developed Property within the Tax Zone Original are identified in Table 1 below:
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TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
FISCAL YEAR 2022‐2023
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 36672
Single Family Residential Property RU $408
Multi‐Family Residential Property RU $408
Non‐Residential Property Acre $5,267
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax A for Developed Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property in Table 2 is specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐1, the Appendix A to this rate and method shall be updated to reflect the Maximum Special Tax A for Approved Property for the Tract or Tracts annexed and the Special Tax A shall be levied up to the Maximum Special Tax A for Approved Property for such Tract or Tracts as specified in such updated Appendix A. The Maximum Special Tax A for Fiscal Year 2022‐2023 per Residential Unit for Approved Property within Tax Zone Original is identified in Table 2 below:
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TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
FISCAL YEAR 2022‐2023
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 36672
Single Family Residential Property RU $408
Multi‐Family Residential Property RU $408
Non‐Residential Property Acre $5,267
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax A for Approved Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐1, Appendix A to this rate and method adopted shall be updated to reflect the Maximum Special Tax A for Undeveloped Property for the Tract or Tracts annexed and the Special Tax A shall be levied up to the Maximum Special Tax A for Undeveloped Property for such Tract or Tracts as specified in such updated Appendix A. The Maximum Special Tax A for Fiscal Year 2022‐2023 per acre of Undeveloped Property within Tax Zone Original is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
FISCAL YEAR 2022‐2023
Tax Zone Tracts Taxable Unit Maximum Special Tax A
Original TR 36672 Acre $5,267
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax A for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
2. Special Tax B
The Special Tax B is an annual Special Tax that shall be levied on Developed Property to fund the Special Tax B Requirement.
a. Developed Property
(i) Maximum Special Tax B
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The Maximum Special Tax B for Fiscal Year 2022‐2023 for each Land Use Category within Tax Zone Original is shown in Table 4. When additional property is annexed into CFD No. 2022‐1, Appendix A to this rate and method shall be updated to reflect the Maximum Special Tax B for the Tract or Tracts annexed and the Special Tax B shall be levied up to the Maximum Special Tax B for Developed Property for such Tract or Tracts as specified in such updated Appendix A.
TABLE 4
MAXIMUM SPECIAL TAX B RATES
DEVELOPED PROPERTY
FISCAL YEAR 2022‐2023
Land Use Category Unit Maximum Special Tax B
Single Family Residential Property RU $430
Multi‐Family Residential Property RU $305
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax B for Developed Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by five percent (5.0%), whichever is greater.
The Special Tax B shall not be levied on Approved or Undeveloped Property.
3. Special Tax C (Contingent)
The City Council shall levy Special Tax C (Contingent) only in the event the POA defaults in its obligation to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or (d) The POA fails to provide the Contingent Services at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written notice from the City, or such longer period permitted by the City Manager, fails to remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
(i) Maximum Special Tax C (Contingent)
The Maximum Special Tax C (Contingent) for each Assessor’s Parcel of Taxable Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐ 1, Appendix A to this rate and method shall be updated to reflect Maximum Special Tax C (Contingent) for the Tract or Tracts annexed and the Special Tax C (Contingent) shall be levied up to the Maximum Special Tax C (Contingent) for Developed Property for such Tract or Tracts as specified in such updated Appendix A. The Maximum Special Tax C (Contingent) for Fiscal Year 2022‐2023 within Tax Zone Original is identified in Table 5 below:
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TABLE 5
MAXIMUM SPECIAL TAX C (CONTINGENT) RATES
DEVELOPED PROPERTY
FISCAL YEAR 2022‐2023
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax C
(Contingent)
Original TR 36672
Single Family Residential Property RU $261
Multi‐Family Residential Property RU $261
Non‐Residential Property Acre $3,372
(ii) Increase in the Maximum Special Tax C (Contingent)
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax C (Contingent) for Developed Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax C (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax C (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax C (Contingent) for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐ 1, Appendix A to this rate and method shall be updated to reflect the Maximum Special Tax C (Contingent) for the Tract or Tracts annexed and the Special Tax C (Contingent) shall be levied up to the Maximum Special Tax C (Contingent) for Approved Property for such Tract or Tracts as specified in such updated Appendix A. The Maximum Special Tax C (Contingent) for Fiscal Year 2022‐2023 within Tax Zone Original is identified in Table 6 below:
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TABLE 6
MAXIMUM SPECIAL TAX C (CONTINGENT) RATES
APPROVED PROPERTY
FISCAL YEAR 2022‐2023
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax C
(Contingent)
Original TR 36299
Single Family Residential Property RU $261
Multi‐Family Residential Property RU $261
Non‐Residential Property Acre $3,372
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax C (Contingent) for Approved Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax C (Contingent) for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2022‐1, Appendix A to this rate and method shall be updated to reflect the Maximum Special Tax C (Contingent) for the Tract or Tracts annexed and the Special Tax C (Contingent) shall be levied up to the Maximum Special Tax C (Contingent) for Undeveloped Property for such Tract or Tracts as specified in such updated Appendix A. The Maximum Special Tax C (Contingent) for Fiscal Year 2022‐2023 within Tax Zone Original is identified in Table 7 below:
TABLE 7
MAXIMUM SPECIAL TAX C (CONTINGENT) RATES
UNDEVELOPED PROPERTY
FISCAL YEAR 2022‐2023
Tax Zone Tract Taxable Unit
Maximum Special
Tax C (Contingent)
Original TR 36299 Acre $3,372
On each July 1, commencing on July 1, 2023 with respect to Tax Zone Original, the Maximum Special Tax C (Contingent) for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2022‐2023 and for each following Fiscal Year in which Special Tax A is authorized to be levied, the Council shall determine the Special Tax A Requirement and shall levy 120
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the Special Tax A on all Assessor’s Parcels of Taxable Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement. The Special Tax A shall be levied for each Fiscal Year within each Tax Zone as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax A to satisfy the Special Tax A Requirement;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax A for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.
2. Special Tax B
Commencing with Fiscal Year 2022‐2023 and for each following Fiscal Year, the Council shall determine the Special Tax B Requirement and shall levy the Special Tax B until the aggregate amount of Special Tax B equals the Special Tax B Requirement.
The Special Tax B shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax B to satisfy the Special Tax B Requirement.
3. Special Tax C (Contingent)
Commencing with the first Fiscal Year in which Special Tax C (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Special Tax C (Contingent) Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax C (Contingent) equals the Special Tax C (Contingent) Requirement for such Tax Zone. The Special Tax C (Contingent) shall be levied for each Fiscal Year as follows:
First: The Special Tax C (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax C (Contingent) to satisfy the Special Tax C (Contingent) Requirement;
Second: If additional moneys are needed to satisfy the Special Tax C (Contingent) Requirement after the first step has been completed, the Special Tax C (Contingent) shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax C (Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax C (Contingent) Requirement after the first two steps has been completed, the Special Tax C (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax C (Contingent) for Undeveloped Property.
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E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2022‐1 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services.
Based on this analysis, the property to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tract or Tracts when annexed.
F. TERM OF SPECIAL TAX
For each Fiscal Year, the Special Taxes shall be levied as long as the Services are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2022‐1, any Assessor’s Parcel in any of the following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility easements
making impractical their utilization for other than the purposes set forth in the easement; (iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public uses; or (iv) any Assessor’s Parcel which is in use in the performance of a public function as determined by the Administrator. No Special Tax shall be levied on property which, at the time of adoption of the Resolution of Formation for CFD No. 2022‐1, is an Exempt Property.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax(es) that is disputed. A representative(s) of CFD No. 2022 ‐1 shall promptly review the
appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).
I. MANNER OF COLLECTION
The Special Tax(es) shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2022‐1 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.
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APPENDIX A
CITY OF WILDOMAR
COMMUNITY FACILITIES DISTRICT NO. 2022‐1 (SERVICES)
COST ESTIMATE
Special Tax A Services – The estimate breaks down the costs of providing one year’s maintenance services for FY 2022‐2023. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2022‐1 (Services).
TAX ZONE 2 – SPECIAL TAX A
TR 37476
Item Description Estimated Cost
1 Landscaping $8,809
2 Lighting $2,227
3 Streets $19,413
4 Drainage $1,927
5 Parks $1,455
6 Trails $3,320
7 Graffiti $164
8 Reserves $3,732
9 Admin $3,881
Total $44,928
Special Tax B Services – It is estimated that the cost of providing Police and Fire Protection services being funded by Special Tax B for the Community Facilities District No. 2022‐1 (Services) as outlined in Exhibit “B” hereto, will be as follows for the first year:
TAX ZONE 2 – SPECIAL TAX B
TR 37476
Land Use Category Unit Maximum Special Tax B
Single‐Family Residential Property RU $430
Special Tax C (Contingent) Services – The estimate in the table below breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2022‐23. If necessary, these services will be funded by the levy of Special Tax C (Contingent) for Community Facilities District No. 2022‐1 (Services).
TAX ZONE 2 – SPECIAL TAX C (Contingent)
TR 37476
Item Description Estimated Cost
1 Drainage $16,706
2 Reserves $1,671
3 Admin $1,821
Total $20,198
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TAX ZONE 2
TR 37476
FY 2022‐2023 MAXIMUM SPECIAL TAX RATES
Taxable
Property
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Maximum
Special Tax C
(Contingent)
Developed Property Single‐Family Residential RU $583 $430 $262 Approved Property Single‐Family Residential RU $583 N/A $262 Undeveloped Property N/A Acre $2,912 N/A $1,309
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MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
FOR DEVELOPED PROPERTY
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units LUC
Taxable
Unit
Maximum
Special
Tax A
Maximum
Special
Tax B
Maximum
Special Tax C
(Contingent) Subdivider
Original 2022‐23 TR 36299 136 SFR RU $408 $430 $261 Lennar Homes 1 2022‐23 PP 13‐0089 170 MFR RU $203 $305 $0 Villa Siena Property LLC 2 2022‐23 TR 37476 77 SFR RU $583 $430 $262 KB Home Coastal Inc.
ESCALATION OF MAXIMUM SPECIAL TAXES
Maximum Special Tax A ‐ On each July 1, the Maximum Special Tax A for Developed Property, Approved Property and Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
Maximum Special Tax B ‐ On each July 1, the Maximum Special Tax B for Developed Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by five percent (5.0%), whichever is greater.
Maximum Special Tax C (Contingent) ‐ On each July 1, the Maximum Special Tax C (Contingent) for Developed Property, Approved Property and Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index for all Urban Consumers for the Riverside‐San Bernardino‐Ontario California Standard Metropolitan Statistical Area since the beginning of the preceding Fiscal Year, not to exceed 6%, or ii) by two percent (2.0%), whichever is greater.
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EXHIBIT B
CITY OF WILDOMAR
COMMUNITY FACILITIES DISTRICT NO. 2022‐1 (SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be financed with proceeds of the special tax of CFD No. 2022‐1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right‐ of‐ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. In addition, the services which may include some or all costs attributable to police protection, and fire services. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right‐of‐way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2022‐1; as well as local roads within residential subdivisions located within CFD No. 2022‐1; and any portions adjacent to the properties within CFD No. 2022‐1; and
(d) police protection services, including but not limited to criminal justice services, and fire protection and suppression services.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2022‐1 or for the benefit of the properties within
the boundaries of CFD No. 2022‐1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2022‐1 only to the extent that they are in addition to those provided in the territory of CFD No. 2022‐1 before CFD No. 2022‐1 was created.
126
City of Wildomar 17
Community Facilities District No. 2022‐1 (Services)
EXHIBIT C
CITY OF WILDOMAR
COMMUNITY FACILITIES DISTRICT NO. 2022‐1 (SERVICES)
PROPOSED BOUNDARIES
127
City of Wildo
mar 17
Community Facilities District No. 2022‐1 (Services)
EXHIBIT D
CITY OF WILDOMAR
COMMUNITY FACILITIES DISTRICT NO. 2022‐1 (SERVICES)
PROPOSED BOUNDARIES
128
367-140-008
(Por.)
367-140-010
(Por.)
W
INDW
OOD
LN
SUNNYB
ROOK DR
QUAIL
CREEK
LN
SUMME
R SA
GE W
AY
MONTE
VISTA
DR
§¨¦15
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(SERVICES)
OF THE CITY OF WILDOMAR,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
SHEET 1 OF 1 SHEET
CFD 2022-1
TAX ZONE 2
\_
§¨¦15
WILDOMAR
THIS BOUNDARY MAP CORRECTLY SHOWS THE BOUNDARIES
OF THE COMMUNITY FACILITIES DISTRICT. FOR DETAILS
CONCERNING THE LINES AND DIMENSIONS OF LOTS OR
PARCEL REFER TO THE COUNTY ASSESSOR'S MAPS FOR
FISCAL YEAR 2022-23.
0 500 1,000250 Feet
-
PROPOSED ANNEXATION MAP NO. 2
LEGEND
CFD BOUNDARY
PARCEL LINE
CITY BOUNDARY
XXX-XXX-XXX ASSESSOR PARCEL NUMBER
THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BE ANNEXED
TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
OF THE CITY OF WILDOMAR, COUNTY OF RIVERSIDE, STATE
O F C A L I F O R N I A .
THE BOUNDARIES OF WHICH COMMUNITY FACILITIES DISTRICT
ARE SHOWN AND DESCRIBED ON THE MAP THEREOF WHICH
WAS PREVIOUSLY RECORDED ON APRIL 19, 2022, IN BOOK 88
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITY DISTRICTS
AT PAGE 77 AND AS INSTRUMENT NO. 2022-0183915
IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF
RIV ER SIDE, ST A TE OF CALI FORNIA.
I HEREBY CERTIFY THAT THE WITHIN MAP OR AREAS TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
OF THE CITY OF WILDOMAR, COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL OF THE
CITY OF WILDOMAR AT A REGULAR MEETING THEREOF,
HELD ON ______ DAY OF ______, 20___,
BY RESOLUTION NO. _______________
___________________________________
CITY CLERK
C I T Y O F W I L D O M A R
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF WILDOMAR, THIS ____ DAY OF ________, 20____.
______________________________
CITY CLERK
CITY OF WILDOMAR
RECORDED THIS ____ DAY OF _______________, 20____ AT
THE HOUR OF ____ O'CLOCK __M IN BOOK _____
PAGE _____ OF MAPS OF ASSESSMENT AND COMMUNITY
FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY
RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.
FEE: _____________ NO.: ______________________
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: _______________________________
DEPUTY
2 TAX ZONE
2 129
EXHIBIT E
WAIVER AND CONSENT RESPECTING CONDUCT OF
MAILED BALLOT, LANDOWNER ELECTION
130
131
132
INSERT EXHIBIT A: ZONE DESCRIPTION
Legal Description of the Land
Real property in the City of Wildomar, County of Riverside, State of California, described as follows:
PARCEL 1:
THE SOUTH HALF OF THE WEST HALF OF LOT 178 OF SEDCO TRACT NO. 1, IN THE COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 10, PAGES 58 TO 75 INCLUSIVE OF MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY. EXCEPT THAT PORTION DESCRIBED IN DEED TO STATE OF CALIFORNIA, RECORDED FEBRUARY 1, 1954 AS INSTRUMENT NO. 5123 AS INSTRUMENT NO. 5124 OF OFFICIAL RECORDS
ALSO EXCEPT THAT PORTION DESCRIBED IN DEED TO STATE OF CALIFORNIA, RECORDED FEBRUARY 13, 1979 AS INSTRUMENT NO. 29240 OF OFFICIAL RECORDS.
APN: 367-140-010
PARCEL 2:
THAT PORTION OF LOT 178 OF SEDCO TRACT NO. 1 AS SHOWN BY MAP ON FILE IN BOOK 10, PAGES 58 TO 75 INCLUSIVE OF MAPS, RECORDS OF SAID COUNTY DESCRIBED AS FOLLOWS:
ALL OF THAT CERTAIN PARCEL CONVEYED TO THE STATE OF CALIFORNIA, BY DEED RECORDED FEBRUARY 1, 1954 IN BOOK 1550 PAGE 290, OF OFFICIAL RECORDS OF SAID COUNTY LYING NORTHEASTERLY OF THE FOLLOWING DESCRIBED LINE:
BEGINNING AT A POINT ON THE SOUTHERLY LINE OF SAID LOT 178, DESCRIBED IN SAID DEED AS BEING SOUTH 88° 44' 05" EAST 296.87 FEET FROM A ONE AND ONE HALF INCH IRON PIPE MARKING THE SOUTHWEST CORNER OF SAID LOT 178; THENCE
NORTHWESTERLY ALONG A CURVE CONCA VE NORTHEASTERLY AND HAVING A RADIUS OF 14,904 FEET, FROM A TANGENT BEARING NORTH 36° 06' 31" WEST THOUGH AN ANGLE OF 0° 13' 52" A DISTANCE OF 60.12 FEET; THENCE NORTH 38° 30' 58" WEST 84.99 FEET; THENCE NORTH 36° 52' 01" WEST 28.19 FEET TO A TANGENT CURVE CONCA VE NORTHEASTERLY AND HA YING A RADIUS OF 768 FEET; THENCE NORTHWESTERLY ALONG SAID CURE THROUGH AN ANGLE OF 20° 32' 28" A DISTANCE OF 275.33 FEET.
APN: 367-140-012
PARCEL 3:
THE SOUTH HALF OF THE EAST HALF OF LOT 178 OF SEDCO TRACT NO. 1, IN THE COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 10 OF MAPS, PAGES 58 TO 75, RECORDS OF SAID COUNTY.
APN: 367-140-008
Petition Form 133
Petition Form
INSERT EXHIBIT B: ZONE MAP
134
367-140-008
(Por.)
367-140-010
(Por.)
W
INDW
OOD
LN
SUNNYB
ROOK DR
QUAIL
CREEK
LN
SUMME
R SA
GE W
AY
MONTE
VISTA
DR
§¨¦15
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(SERVICES)
OF THE CITY OF WILDOMAR,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
SHEET 1 OF 1 SHEET
CFD 2022-1
TAX ZONE 2
\_
§¨¦15
WILDOMAR
THIS BOUNDARY MAP CORRECTLY SHOWS THE BOUNDARIES
OF THE COMMUNITY FACILITIES DISTRICT. FOR DETAILS
CONCERNING THE LINES AND DIMENSIONS OF LOTS OR
PARCEL REFER TO THE COUNTY ASSESSOR'S MAPS FOR
FISCAL YEAR 2022-23.
0 500 1,000250 Feet
-
PROPOSED ANNEXATION MAP NO. 2
LEGEND
CFD BOUNDARY
PARCEL LINE
CITY BOUNDARY
XXX-XXX-XXX ASSESSOR PARCEL NUMBER
THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BE ANNEXED
TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
OF THE CITY OF WILDOMAR, COUNTY OF RIVERSIDE, STATE
O F C A L I F O R N I A .
THE BOUNDARIES OF WHICH COMMUNITY FACILITIES DISTRICT
ARE SHOWN AND DESCRIBED ON THE MAP THEREOF WHICH
WAS PREVIOUSLY RECORDED ON APRIL 19, 2022, IN BOOK 88
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITY DISTRICTS
AT PAGE 77 AND AS INSTRUMENT NO. 2022-0183915
IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF
RIV ER SIDE, ST A TE OF CALI FORNIA.
I HEREBY CERTIFY THAT THE WITHIN MAP OR AREAS TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
OF THE CITY OF WILDOMAR, COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL OF THE
CITY OF WILDOMAR AT A REGULAR MEETING THEREOF,
HELD ON ______ DAY OF ______, 20___,
BY RESOLUTION NO. _______________
___________________________________
CITY CLERK
C I T Y O F W I L D O M A R
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF WILDOMAR, THIS ____ DAY OF ________, 20____.
______________________________
CITY CLERK
CITY OF WILDOMAR
RECORDED THIS ____ DAY OF _______________, 20____ AT
THE HOUR OF ____ O'CLOCK __M IN BOOK _____
PAGE _____ OF MAPS OF ASSESSMENT AND COMMUNITY
FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY
RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.
FEE: _____________ NO.: ______________________
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: _______________________________
DEPUTY
2 TAX ZONE
2 135
136
137
138
EXHIBIT F
NOTICE OF PUBLIC HEARING
139
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX
TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT
(ANNEXATION NO. 2)
NOTICE IS HEREBY GIVEN that the City Council of the City of Wildomar on November 9, 2022 adopted its Resolution No. 2022-__, in which it declared its intention to annex territory to existing Community Facilities District No. 2022-1 (Services) (the "CFD No. 2022-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Ti tle 5 of the California Government Code. The resolution describes the territory to be annexed and describes the rate and me thod of apportionment of the proposed special tax.
No change in the tax levied in the existing CFD No. 2022-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as practicable, Wednesday, December 14, 2022 in the City Council Chambers located at 23873 Clinton Keith Rd., Wildomar, California 92595, as the time and place when and where the City Council will conduct a public hearing on the establishment of CFD No. 2022-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard.
DATED: ____________, 20___ _________________________________________ City Clerk of the City of Wildomar
140
EXHIBIT G
SPECIAL ELECTION BALLOT
141
SPECIAL TAX ELECTION
CITY OF WILDOMAR
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
ANNEXATION NO. 2
(December 14, 2022)
This ballot is for the use of the authorized representative of the following owner of land within Annexation No. 2 of the Community Facilities District No. 2022-1 (Services) (“CFD No. 2022-1”) of the City of Wildomar:
Name of Landowner Number of Acres Owned Total Votes
KB Home Costal Inc. 19.14 20
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Wildomar (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2022-1, City of Wildomar, County of Riverside, State of California.
Please advise the City Clerk, at (951) 677-7751 x 210 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than November 30, 2022, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 6:00 p.m. on December 14, 2022, at the Clerk’s office at 23873 Clinton Keith Road, Suite 201 Wildomar, CA 92595.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on December 14, 2022.
Very truly yours,
Janet Morales
City Clerk
City of Wildomar
142
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
KB Home Coastal Inc.
Attn: Scott Hansen
36310 Inland Valley Drive
Wildomar, CA 92595
367-140-008 and 367-140-010
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (SERVICES)
ANNEXATION NO. 2
MARK AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Wildomar be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex Territory to Community Facilities District No. 2022-1 (Services) adopted by the City Council on November 9, 2022 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 2 of Community Facilities District No. 2022-1 (Servi ces) City of Wildomar” to finance certain services as set forth in Section 4 to the Resolution (including incidental expenses) and shall an appropriation limit be established for Community Facilities District No. 2022-1 (Services) in the amount of special taxes collected?
YES
NO
Certification for Special Election Ballot
The undersigned is an authorized repres entative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on _________________________________, 20___________.
KB Home Coastal Inc.
Scott Hansen
VP Forward Planning
Signature
Print Name
Title
143
CHERRY
ST
VALLEYVISTACIR
GROVE RD VIACARNAGHI
MONTE
VISTA
DR
O
NEAL
RD
FREDERICK
ST
§¨¦15
^_
BAXTER RD
MISSION TRL
HAR
VESTWAY
LAKEVIEW
TER
ORANGE
ST
PRAIRIE RD
CENTRAL ST
PALOMAR
ST
LA ESTRELLA RD
HICKORYLN BUNDY CANYON
RDL OST
RD
§¨¦15
CFD NO. 2022-1 (SERVICES)
ANNEXATION NO. 2
PROJECT MAP
144
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D�G mi. Tr' ·li]o 1r g ..!:':� � CITY OF WILDOMAR '"""'"" ::;::,,":":',;,_,,, TRACT NO. 37476 PROJECT# 21-0122 SHEET"· ! JI�'-! WORKCXJNT•NEOWITT<INTI<E5eP1ANSSHALLNOT ACCEPTEOBY; � 0,.,m• ""'""""'""''"" CITY OF WILDQMAR -1 I ---A.7r.-., COMMENCEUNTILANENCROACHMENTPERMIT e----+--+--+--------------+----+----, 11�,-.,:u-e,� , RENOvir..., BENCHMARK "f.7-70'
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12 PREPAREDBY: R�OYE.NUNEZ DATE: 10-07- 21
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A:!.Noted AsNolBd DATE: MAY 2 0, 2022 UNOERGROUNDSERVICEALERT sokrtionan:IIVYisqJllleplansforao.:eplancebylhaCity. ENGINEER CITY PRACTICES H: V: _ _ 145
CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.9
Meeting Date: November
9, 2022
SUBJECT:
Establishment of Community Facilities District No. 2022-3 (Verano)
SUBMITTED BY:
Emily Stadnik
PREPARED BY:
Ninette Eva, Associate Engineer
ACTION:
Adopt the following Resolutions:
RESOLUTION NO. 2022 -___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR TO ESTABLISH COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF
WILDOMAR, TO AUTHORIZE THE LEVY OF A SPECIAL TAX TO PAY THE COSTS OF
ACQUIRING OR CONSTRUCTING CERTAIN FACILITIES AND TO PAY DEBT SERVICE
ON BONDED INDEBTEDNESS
And
RESOLUTION NO. 2022 - ___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF THE CITY OF
WILDOMAR TO INCUR BONDED INDEBTEDNESS IN AN AMOUNT NOT TO EXCEED $6,000,000 WITHIN PROPOSED COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF WILDOMAR
BACKGROUND:
KB Home Coastal Inc., a California corporation (the “Developer”), owns 15.4 gross acres of property in the City which is proposed to be developed into 77 single family residential homes.
Such property is generally located to the east of Monte Vista Drive and south of Summer Sage Way. The Developer has requested that the City form a community facilities district (“CFD No. 2022-3” or the “District”) to encompass such property in accordance with the Mello- Roos Community Facilities Act of 1982, as amended (the “Act”), to finance the costs of certain public improvements through the levy of a special tax and the issuance of bonds. The 146
maximum amount of bonded indebtedness proposed is $7,000,000.
The Developer has requested that the boundaries of CFD No. 2022-3 include the area described in Attachment A of the Resolution of Intention to Establish CFD No. 2022-3 presented at this meeting (the “Resolution of Intention”), and that special taxes be levied within the boundaries of the District in accordance with the Rate and Method of Apportionment (the “RMA”) described in Attachment C to the Resolution of Intention. The Resolution of Intention is the first step in the process of forming CFD No. 2022-3. The attached Resolutions declare the City’s intention to establish CFD No. 2022-3, its intention to incur bonded indebtedness by CFD No. 2022-3, and calls for a public hearing. A public hearing on the matter will take place on December 14, 2022, and at that time the Council will formally consider approval to form CFD No. 2022-3, and hold elections on the approval of the special taxes and the need to incur bonded indebtedness within CFD No. 2022-3.
FISCAL IMPACT:
The Developer has made a deposit to pay for the costs of the formation proceedings which may be reimbursed to the Developer in accordance with a reimbursement agreement with the Developer. If established and subject to necessary Council and voter approvals, CFD No. 2022-3 will annually levy special taxes on all of the taxable property within the District in accordance with the RMA (as attached to the Resolution of Intention). Such special taxes will be used to pay for the costs of facilities, debt service on bonds and administration of CFD No. 2022-3. Any bonds issued by CFD No. 2022-3 are not obligations of the City and will be secured solely by the special taxes levied within CFD No. 2022-3.
The RMA provides that the annual special tax rates will range from $4,195 for home sizes less than 1,500 square feet to $4,678 for home sizes greater than 1,900 square feet, which rates escalate at 2% per year.
ATTACHMENTS:
RESOLUTION OF INTENTION TO ESTABLISH WILDOMAR 2022-3 (VERANO).docx RESOLUTION OF INTENTION TO INCUR DEBT WILDOMAR 2022-3 (VERANO).doc LANDOWNER PETITION TO FORM WILDOMAR CFD 2022-3 (VERANO).doc REIMBURSEMENT AGREEMENT WILDOMAR 2022-3.docx
CFD 2022-3 Project_Map v3.pdf
147
4872-8892-0359v5/200945-0002
RESOLUTION NO. 2022-___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE
CITY OF WILDOMAR TO ESTABLISH COMMUNITY
FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF
WILDOMAR, TO AUTHORIZE THE LEVY OF A SPECIAL TAX
TO PAY THE COSTS OF ACQUIRING OR CONSTRUCTING
CERTAIN FACILITIES AND TO PAY DEBT SERVICE ON
BONDED INDEBTEDNESS
WHEREAS, the City of Wildomar (the “City”) received a petition signed by the owner of more than ten percent of the land within the boundaries of the territory which is proposed for inclusion in a proposed community facilities district, which petition meets the requirements of Sections 53318 and 53319 of the Government Code of the State of California; and WHEREAS, the City Council of the City (the “City Council”) desires to adopt this resolution of intention as provided in Section 53321 of the Government Code of the State of California to establish a community facilities district consisting of the territory described in Attachment “A” hereto and incorporated herein by this reference, which the City Council hereby determines shall be known as “Community Facilities District No. 2022-3 (Verano) of the City of Wildomar” (“Community Facilities District No. 2022-3” or the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, commencing with Section 53311 of the Government Code (the “Act”) to finance (1) the purchase, construction, modification, expansion, improvement or rehabilitation of certain real or other tangible property described in Attachment “B” hereto and incorporated herein by this reference, including all furnishings, equipment and supplies related thereto (collectively, the “Facilities”), which Facilities have a useful life of five years or longer, and (2) the incidental expenses to be incurred in connection with financing the Facilities and forming and administering the District (the “Incidental Expenses”); and WHEREAS, the City Council further intends to approve an estimate of the costs of the Facilities and the Incidental Expenses for Community Facilities District No. 2022-3; and WHEREAS, it is the intention of the City Council to consider financing the Facilities and the Incidental Expenses through the formation of Community Facilities District No. 2022-3 and the issuance of bonded indebtedness in an amount not to exceed $7,000,000 with respect to the Facilities and the Incidental Expenses and the levy of a special tax to pay for the Facilities and the Incidental Expenses (the “Special Tax”) and to pay debt service on the bonded indebtedness, provided that the bond sale and such Special Tax levy are approved at an election to be held within the boundaries of Community Facilities District No. 2022-3; WHEREAS, the City desires to enter into a reimbursement agreement with KB Home Coastal Inc. (the “Developer”), the form of which is on file with the City Clerk (the “Reimbursement Agreement”), to provide for the reimbursement of certain amounts advanced by the Developer in connection with the formation of the District;
WHEREAS, the City and the Developer propose to enter into joint community facilities agreements (the “JCFAs”) with each of Elsinore Valley Municipal Water District (the “Water District”) and Lake Elsinore Unified School District (the “School District”) relating to certain facilities proposed to be financed by the District and owned and operated by the Water District 148
2 4872-8892-0359v5/200945-0002
and the School District, as applicable, and the District expects to enter into the JCFAs prior to the approval of the issuance of bonds pursuant to the Act.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF WILDOMAR DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. A community facilities district is proposed to be established under the terms of the Act. It is further proposed that the boundaries of the community facilities district shall be the legal boundaries as described in Attachment “A” hereto, which boundaries shall, upon recordation of the boundary map for the District, include the entirety of any parcel subject to taxation by the District, and as depicted on the map of the proposed Community Facilities District No. 2022-3 which is on file with the City Clerk. The City Clerk is hereby directed to sign the original map of the District and record it with all proper endorsements thereon with the Assessor-County Clerk-Recorder of the County of Riverside within 15 days after the adoption of this resolution, all as required by Section 3111 of the Streets and Highways Code of the State of California.
Section 3. The name of the proposed community facilities district shall be “Community Facilities District No. 2022-3 (Verano) of the City of Wildomar.” Section 4. The Facilities proposed to be provided within Community Facilities District No. 2022-3 are public facilities as defined in the Act, which the City, the Water District, with respect to certain water and sewer facilities, and the School District, with respect to certain school facilities, are authorized by law to construct, acquire, own and operate. The City Council hereby finds and determines that the description of the Facilities herein is sufficiently informative to allow taxpayers within the proposed District to understand what the funds of the District may be used to finance. The Incidental Expenses expected to be incurred include the cost of planning and designing the Facilities, the costs of forming the District, issuing bonds and levying and collecting the Special Tax within the proposed District. The Facilities may be acquired from one or more of the property owners within the District as completed public improvements or may be constructed from bond or Special Tax proceeds.
All or a portion of the Facilities may be purchased with District funds as completed public facilities pursuant to Section 53314.9 or as discrete portions or phases pursuant to Section 53313.51 of the Act and/or constructed with District funds pursuant to Section 53316.2 of the Act. Any portion of the Facilities may be financed through a lease or lease-purchase arrangement if the District hereafter determines that such arrangement is of benefit to the District.
Section 5. Except where funds are otherwise available, it is the intention of the City Council to levy annually in accordance with the procedures contained in the Act the Special Tax, secured by recordation of a continuing lien against all nonexempt real property in the District, sufficient to pay for: (i) the Facilities and Incidental Expenses; and (ii) the principal and interest and other periodic costs on bonds or other indebtedness issued to finance the Facilities and Incidental Expenses, including the establishment and replenishment of any reserve funds deemed necessary by the District, and any remarketing, credit enhancement and liquidity facility fees (including such fees for instruments which serve as the basis of a reserve fund in lieu of cash). The rate and method of apportionment and manner of collection of the Special Tax are described in detail in Attachment “C” attached hereto, which Attachment “C” is incorporated 149
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herein by this reference. Attachment “C” allows each landowner within the District to estimate the maximum amount of the Special Tax that may be levied against each parcel. In the first year in which such Special Tax is levied, the levy shall include an amount sufficient to repay to the District all amounts, if any, transferred to the District pursuant to Section 53314 of the Act and interest thereon.
If the Special Tax is levied against any parcel used for private residential purposes, (i) the maximum Special Tax rate shall be specified as a dollar amount which shall be calculated and established not later than the date on which the parcel is first subject to the Special Tax because of its use for private residential purposes and shall not be increased over time, except as set forth in Attachment “C” hereto, (ii) such Special Tax shall not be levied after fiscal year 2064-65, as described in Attachment “C” hereto, and (iii) under no circumstances will the Special Tax levied in any fiscal year against any such parcel used for private residential uses be increased as a consequence of delinquency or default by the owner or owners of any other parcel or parcels within the District by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.
The Special Tax is based on the expected demand that each parcel of real property within proposed Community Facilities District No. 2022-3 will place on the Facilities and on the benefit that each parcel derives from the right to access the Facilities. The City Council hereby determines that the proposed Facilities are necessary to meet the increased demand placed upon the City and the existing infrastructure in the City as a result of the development of the land proposed for inclusion in the District. The City Council hereby determines the rate and method of apportionment of the special tax with respect to the Special Tax set forth in Attachment “C” to be reasonable. The Special Tax is apportioned to each parcel on the foregoing basis pursuant to Section 53325.3 of the Act and such special tax is not on or based upon the value or ownership of real property. In the event that a portion of the property within Community Facilities District No. 2022-3 shall become for any reason exempt, wholly or partially, from the levy of the Special Tax specified on Attachment “C,” the City Council shall, on behalf of Community Facilities District No. 2022-3, cause the levy to be increased, subject to the limitation of the maximum Special Tax for a parcel as set forth in Attachment “C,” to the extent necessary upon the remaining property within proposed Community Facilities District No. 2022- 3 which is not exempt in order to yield the Special Tax revenues required for the purposes described in this Section 5. The obligation to pay the Special Tax may be prepaid only as set forth in Section G of Attachment “C” hereto.
Section 6. A public hearing (the “Hearing”) on the establishment of the proposed Community Facilities District No. 2022-3, the proposed rate and method of apportionment of the Special Tax and the proposed issuance of bonds to finance the Facilities and the Incidental Expenses shall be held at 6:00 p.m., or as soon thereafter as practicable, on December 14, 2022, at the City Council Chambers, 23873 Clinton Keith Road, Suite 106, Wildomar, California 92595. Should the City Council determine to form the District, a special election will be held to authorize the issuance of the bonds and the levy of the Special Tax in accordance with the procedures contained in Government Code Section 53326. If held, the proposed voting procedure at the election will be a landowner vote with each landowner who is the owner of record of land within the District at the close of the Hearing, or the authorized representative thereof, having one vote for each acre or portion thereof owned within the proposed District.
Ballots for the special election may be distributed by mail or by personal service. 150
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Section 7. At the time and place set forth above for the Hearing, the City Council will receive testimony as to whether the proposed Community Facilities District No. 2022-3 shall be established and as to the method of apportionment of the special tax and shall consider:
(a) if an ad valorem property tax is currently being levied on property within proposed Community Facilities District No. 2022-3 for the exclusive purpose of paying principal of or interest on bonds, lease payments or other indebtedness incurred to finance construction of capital facilities; and
(b) if the capital facilities to be financed and constructed by Community Facilities District No. 2022-3 will provide the same services as were provided by the capital facilities mentioned in subsection (a); and
(c) if the City Council makes the findings specified in subsections (a) and (b) above, it will consider appropriate action to determine whether the total annual amount of ad valorem property tax revenue due from parcels within Community Facilities District No. 2022-3, for purposes of paying principal and interest on the debt identified in subsection (a) above, shall not be increased after the date on which Community Facilities District No. 2022-3 is established, or after a later date determined by the City Council with the concurrence of the legislative body which levied the property tax in question.
Section 8. At the time and place set forth above for the Hearing, any interested person, including all persons owning lands or registered to vote within proposed Community Facilities District No. 2022-3, may appear and be heard.
Section 9. Each City officer who is or will be responsible for providing the Facilities within proposed Community Facilities District No. 2022-3, if it is established, is hereby directed to study the proposed District and, at or before the time of the above-mentioned Hearing, file a report with the City Council containing a brief description of the public facilities by type which will in his or her opinion be required to meet adequately the needs of Community Facilities District No. 2022-3 and an estimate of the cost of providing those public facilities, including the cost of environmental evaluations of such facilities and an estimate of the fair and reasonable cost of any Incidental Expenses to be incurred.
Section 10. The District may accept advances of funds or work-in-kind from any source, including, but not limited to, private persons or private entities, for any authorized purpose, including, but not limited to, paying any cost incurred in creating Community Facilities District No. 2022-3. The District may enter into an agreement with the person or entity advancing the funds or work-in-kind, to repay all or a portion of the funds advanced, or to reimburse the person or entity for the value, or cost, whichever is less, of the work-in-kind, as determined by the City Council, with or without interest.
Section 11. The City Clerk is hereby directed to publish a notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper of general circulation published in the area of proposed Community Facilities District No. 2022-3. The City Clerk is further directed to mail a copy of the Notice to each of the landowners within the boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain the text or a summary of this Resolution, the time and place of the Hearing, a statement that the testimony of all interested persons or taxpayers will be heard, a description of the protest rights of the registered voters and landowners in the proposed district and a description of the proposed voting 151
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procedure for the election required by the Act. Such publication shall be completed at least seven (7) days prior to the date of the Hearing.
Section 12. The reasonably expected maximum principal amount of the bonded indebtedness to be incurred by the District for the Facilities and Incidental Expenses is Seven Million Dollars ($7,000,000).
Section 13. The form of the Reimbursement Agreement is hereby approved. The Mayor, the City Manager, or their written designees are hereby authorized and directed to execute and deliver the Reimbursement Agreement in the form on file with the City Clerk with such changes, insertions and omissions as may be approved by the officer or officers executing such agreement, said execution being conclusive evidence of such approval.
Section 14. Except to the extent limited in any bond resolution or trust indenture related to the issuance of bonds, the City Council hereby reserves to itself all rights and powers set forth in Section 53344.1 of the Act (relating to tenders in full or partial payment).
Section 15. This Resolution shall be effective upon its adoption.
PASSED, APPROVED AND ADOPTED this 9th day of November, 2022:
Ben J. Benoit
Mayor
APPROVED AS TO FORM: ATTEST:
Thomas D. Jex Janet Morales
City Attorney City Clerk
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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF WILDOMAR )
I, Janet Morales, City Clerk of the City of Wildomar, California, do hereby certify that Resolution No. ____________ was adopted by the City Council of the City of Wildomar, California, at the Regular meeting of November 9, 2022 and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________________
Janet Morales
City Clerk
City of Wildomar
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ATTACHMENT A
BOUNDARY MAP
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The property in the District is described as follows:
Real property in the City of Wildomar, County of Riverside, State of California, described as follows:
Lots 1 – 77 of Tract No. 37476 in the City of Wildomar, as shown on the map recorded in the official records of the County of Riverside Recorder’s office as Instrument No. 2022-0395844.
Assessor Parcel Numbers:
367-140-008 (portion of)
367-140-010 (portion of)
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ATTACHMENT B
Types of Facilities
to Be Financed by Community
Facilities District No. 2022-3 (Verano) of the City of Wildomar The proposed types of public facilities and expenses to be financed by the District include:
The construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) drainage, library, park, police, fire, roadway, traffic, administration and community center facilities, animal shelter facilities, and other public facilities of the City, including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Act (the “City Facilities”), (ii) water and sewer facilities including the acquisition of capacity in the sewer system and/or water system of the Elsinore Valley Municipal Water District which are included in Elsinore Valley Municipal Water District’s water and sewer capacity and connection fee programs (the “Water District Facilities”), and (iii) interim and permanent school facilities of Lake Elsinore Unified School District, including classrooms, multi-purpose facilities, administration and auxiliary space at school facilities, athletic fields, playgrounds and recreational facilities and improvements thereto, landscaping, access roadways, drainage, sidewalks and gutters and utility lines, furniture, equipment and technology, including technology upgrades and mobile devices and infrastructure therefore, with a useful life of at least five (5) years at such school facilities (the “School Facilities” and together, with the City Facilities and the Water Facilities, the “Facilities”), and all appurtenances and appurtenant work in connection with the foregoing Facilities, including the cost of engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for such Facilities, and to finance the incidental expenses to be incurred, including:
a. The cost of engineering, planning and designing the Facilities; b. All costs, including costs of the property owner petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and
c. Any other expenses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the Facilities.
Capitalized terms used and not defined herein shall have the meaning set forth in the Rate and Method of Apportionment of Special Taxes for the District. 156
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ATTACHMENT C
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR
COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO)
OF THE CITY OF WILDOMAR
A Special Tax (all capitalized terms not otherwise defined herein are defined in Section A, “Definitions”, below) shall be applicable to each Assessor’s Parcel of Taxable Property located within the boundaries of the City of Wildomar Community Facilities District No. 2022-3 (Verano) of the City of Wildomar ("CFD No. 2022-3"). The amount of Special Tax to be levied in each Fiscal Year on an Assessor’s Parcel shall be determined by the City Council of the City of Wildomar, acting in its capacity as the legislative body of CFD No. 2022-3, by applying the appropriate Special Tax for Developed Property, Approved Property, Undeveloped Property, and Provisional Undeveloped Property that is not Exempt Property as set forth below. All of the real property, unless exempted by law or by the provisions hereof in Section F, shall be taxed for the purposes, to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
“Accessory Dwelling Unit” means a residential unit of limited size including a smaller second unit that shares an Assessor’s Parcel as a Single Family Residential Property with a stand- alone Residential Unit.
"Acre” or “Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded parcel map or instrument. The square footage of an Assessor’s Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2022-3: the costs of computing the Special Taxes and preparing the Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City or otherwise); the costs of remitting Special Taxes to the Trustee; the costs of the Trustee (including legal counsel) in the discharge of the duties required of it under the Indenture; the costs to the City, CFD No. 2022-3 or any designee thereof of complying with arbitrage rebate requirements; the costs to the City, CFD No. 2022-3 or any designee thereof of complying with continuing disclosure requirements of the City, CFD No. 2022-3 and any major property owner associated with applicable federal and state securities laws and the Act; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2022-3 or any designee thereof related to an appeal of the Special Tax; the costs associated with the release of funds from an escrow account; and the City’s annual administration fees and third party expenses. Administration Expenses shall also include amounts estimated by the CFD Administrator or advanced by the City or CFD No. 2022-3 for 157
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any other administrative purposes of CFD No. 2022-3, including attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes. "Approved Property" means all Assessor’s Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1 st preceding the Fiscal Year in which the Special Tax is being levied, (ii) that have an assigned Assessor’s Parcel Number from the County shown on an Assessor’s Parcel Map for the individual lot included on the Final Map, and (iii) that have not been issued a building permit on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.
"Assessor’s Parcel" means a lot or parcel of land designated on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
"Assessor’s Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
"Assessor’s Parcel Number" means that number assigned to an Assessor’s Parcel by the County for purposes of identification.
"Assigned Special Tax" means the Special Tax of that name described in Section D below. "Backup Special Tax" means the Special Tax of that name described in Section D below. "Bonds" means any obligation to repay a sum of money, including obligations in the form of bonds, certificates of participation, long-term leases, loans from government agencies, or loans from banks, other financial institutions, private businesses, or individuals, or long-term contracts, or any refunding thereof, to which the Special Tax of CFD No. 2022-3 has been pledged. "Building Permit" means the first legal document issued by the City giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include expired or cancelled building permits, or any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses.
"Building Square Footage" or "BSF" means the square footage of assessable internal living space, exclusive of garages or other structures not used as living space, as determined by reference to the Building Permit for such Assessor’s Parcel. "Calendar Year" means the period commencing January 1 of any year and ending the following December 31.
"CFD” or “CFD No. 2022-3" means Community Facilities District No. 2022-3 (Verano) of the City of Wildomar established by the City under the Act. “CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement, and providing for the levy and collection of the Special Taxes.
“City” means the City of Wildomar, State of California. 158
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"City Council" means the City Council of the City of Wildomar, acting as the legislative body of CFD No. 2022-3.
“Condominium Plan" means a condominium plan pursuant to California Civil Code, Section 6624.
"County" means the County of Riverside, State of California. "Developed Property" means all Assessor’s Parcels that: (i) are included in a Final Map that was recorded prior to the January 1 st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) for which a Building Permit for new construction was issued on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied. "Exempt Property" means all Assessor’s Parcels designated as being exempt from Special Taxes as provided for in Section F.
"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a Condominium Plan pursuant to California Civil Code Section 6624 that creates individual lots for which Building Permits may be issued without further subdivision.
"Fiscal Year" means the period commencing on July 1 st of any year and ending the following June 30th.
“Indenture” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Category”means any of the categories listed in Table 1 of Section D. "Maximum Special Tax" means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Section D below, that can be levied by CFD No. 2022-3 on such Assessor’s Parcel.
“Multifamily Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing a building or buildings comprised of attached Residential Units available for rental by the general public, not for sale to an end user, and under common management, as determined by the CFD Administrator. "Non-Residential Property" means all Assessor's Parcels of Developed Property for which a Building Permit(s) was issued for a non-residential use. The CFD Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property. "Partial Prepayment Amount" means the amount required to prepay a portion of the Special Tax obligation for an Assessor’s Parcel, as described in Section G.2. "Prepayment Amount" means the amount required to prepay the Special Tax obligation in full for an Assessor’s Parcel, as described in Section G.1.
“Proportionately” means for Taxable Property that is (i) Developed Property, that the ratio of the actual Special Tax levy to the Assigned Special Tax is the same for all Assessor’s Parcels of 159
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Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Assessor’s Parcels of Approved Property, and (iii) Undeveloped Property or Provisional Undeveloped Property, that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is the same for all Assessor’s Parcels of Undeveloped Property or Provisional Undeveloped Property, as applicable. "Provisional Undeveloped Property" means all Assessor’s Parcels of Taxable Property that would otherwise be classified as Exempt Property pursuant to the provisions of Section F, but cannot be classified as Exempt Property because to do so would reduce the Acreage of all Taxable Property below the required minimum Acreage set forth in Section F. "Residential Property" means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for purposes of constructing one or more Residential Units. “Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the CFD Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this RMA. “RMA" means this Rate and Method of Apportionment of Special Taxes. “Single Family Residential Property” means all Assessor’s Parcels of Residential Property other than Multifamily Property.
"Special Tax" or “Special Taxes” means any of the special taxes authorized to be levied within CFD No. 2022-3 pursuant to the Act to fund the Special Tax Requirement. "Special Tax Requirement " means the amount required in any Fiscal Year to pay: (i) the debt service or the periodic costs on all outstanding Bonds due in the Calendar Year that commences in such Fiscal Year, (ii) Administrative Expenses, (iii) the costs associated with the release of funds from an escrow account, (iv) any amount required to replenish any reserve funds established in association with the Bonds (provided that the same amount was not previously levied), (v) an amount up to any anticipated shortfall (based on the prior year’s delinquency rate) due to Special Tax delinquencies and (vi) for the collection or accumulation of funds for the acquisition or construction of facilities authorized by CFD No. 2022-3 or the payment of debt service on Bonds anticipated to be issued, provided that the inclusion of such amount does not cause an increase in the levy of Special Tax on Approved Property or Undeveloped Property as set forth in Steps Two or Three of Section E., less (vii) any amounts available to pay debt service or other periodic costs on the Bonds pursuant to the Indenture. "Taxable Property" means all Assessor’s Parcels within CFD No. 2022-3, which are not Exempt Property.
“Taxable Unit” means either a Residential Unit or an Acre. “Trustee” means the trustee, fiscal agent, or paying agent under the Indenture. "Undeveloped Property" means all Assessor’s Parcels of Taxable Property which are not Developed Property, Approved Property, or Provisional Undeveloped Property. 160
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B. SPECIAL TAX
Commencing Fiscal Year 2023-2024 and for each subsequent Fiscal Year, the City Council shall levy Special Taxes on all Taxable Property, up to the applicable Maximum Special Tax, to fund the Special Tax Requirement.
C. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX
Each Fiscal Year, beginning with Fiscal Year 2023-2024, each Assessor’s Parcel within CFD No. 2022-3 shall be classified as Taxable Property or Exempt Property. In addition, each Assessor’s Parcel of Taxable Property shall be further classified as Developed Property, Approved Property, Undeveloped Property or Provisional Undeveloped Property.
Assessor’s Parcels of Developed Property shall further be classified as Residential Property or Non-Residential Property. Each Assessor’s Parcel of Residential Property shall further be classified as a Single Family Residential Property or Multifamily Property. Each Assessor’s Parcel of Single Family Residential Property shall be further assigned to a Land Use Category based on its Building Square Footage.
In the event that there are Assessor’s Parcel(s) for which one or more Building Permits for Residential Units have been issued and the County has not yet assigned final Assessor’s Parcel Number(s) to such Assessor’s Parcel(s) (in accordance with the Final Map or Condominium Plan), the amount of the Special Tax levy on such Assessor’s Parcel for each Fiscal Year shall be determined as follows: (1) the CFD Administrator shall first determine an amount of the Maximum Special Tax for such Assessor’s Parcel, based on the classification of such Assessor’s Parcel as Undeveloped Property; (2) the amount of the Special Tax for the Residential Units on such Assessor’s Parcel for which Building Permits have been issued shall be determined based on the Developed Property Special Tax rates and such amount shall be levied as Developed Property in accordance with Step 1 of Section E below; and (3) the amount of the Special Tax on the Taxable Property in such Assessor’s Parcel not subject to the Special Tax levy in clause (2) shall be equal to: (A) the percentage of the Maximum Special Tax rate levied on Undeveloped Property pursuant to Step 3 of Section E below, multiplied by the total of the amount determined in clause (1), less (B) the amount determined in clause (2).
D. MAXIMUM SPECIAL TAX
1. Developed Property
The Maximum Special Tax for each Assessor’s Parcel of Single Family Residential Property in any Fiscal Year shall be the greater of (i) the Assigned Special Tax for such Assessor’s Parcel or (ii) the Backup Special Tax.
The Maximum Special Tax for each Assessor’s Parcel of Multifamily Property and Non- Residential Property shall be the applicable Assigned Special Tax described in Table 1 of Section D.
a. Assigned Special Tax
Each Fiscal Year, each Assessor’s Parcel of Single Family Residential Property, Multifamily Property or Non-Residential Property shall be subject to an Assigned Special Tax. The 161
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Assigned Special Tax for Fiscal Year 2023-2024 applicable to an Assessor's Parcel of Developed Property shall be determined pursuant to Table 1 below.
TABLE 1
ASSIGNED SPECIAL TAX FOR DEVELOPED PROPERTY
FISCAL YEAR 2023-2024
Land Use Category
Taxable
Unit
Building Square
Footage
Assigned
Special Tax
Per Taxable
Unit
1. Single Family Residential Property RU Less than 1,500 sq. ft $4,195.00
2. Single Family Residential Property RU 1,500 sq. ft to 1,700 sq. ft $4,254.00
3. Single Family Residential Property RU 1,701 sq. ft to 1,900 sq. ft $4,476.00
4. Single Family Residential Property RU Greater than 1,900 sq. ft $4,678.00
5. Multifamily Property Acre N/A $23,142.00
6. Non-Residential Property Acre N/A $23,142.00
On each July 1, commencing July 1, 2024, the Assigned Special Tax rate for Developed Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.
b. Multiple Land Use Categories
In some instances an Assessor’s Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax levied on an Assessor’s Parcel shall be the sum of the Maximum Special Tax for each Taxable Unit for all Land Use Categories located on the Assessor’s Parcel. The CFD Administrator’s allocation to each type of property shall be final.
c. Backup Special Tax
The Backup Special Tax for an Assessor’s Parcel within a Final Map classified as Single Family Residential Property shall be $4,637 per Residential Unit.
Notwithstanding the foregoing, if all or any portion of the applicable Final Maps and/or condominium plan contained within the boundaries of CFD No. 2022-3 is subsequently changed or modified, then the Backup Special Tax for Single Family Residential Property or Approved Property in such Final Map or condominium plan area that is changed or modified shall be recalculated as follows:
1. Determine the total Backup Special Taxes anticipated to apply to the changed or modified Final Map or condominium plan area prior to the change or modification.
2. The result of paragraph 1 above shall be divided by the total number of Residential Units constructed and/or anticipated to be constructed within such changed or modified Final Map or condominium plan area, as reasonably determined by the CFD Administrator.
The result of paragraph 2 is the Backup Special Tax per Residential Unit which shall be applicable to Assessor’s Parcels of Single Family Residential Property or Approved Property 162
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in such changed or modified Final Map or condominium plan area contained within the boundaries of CFD No. 2022-3.
Notwithstanding the foregoing, the Backup Special Tax for an Assessor’s Parcel of Developed Property for which a certificate of occupancy has been granted may not be revised.
On each July 1, commencing July 1, 2024, the Backup Special Tax rate shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.
2. Approved Property
The Maximum Special Tax for each Assessor’s Parcel of Approved Property expected to be classified as Single Family Residential Property shall be the Backup Special Tax computed pursuant to Section D.1.c above.
The Maximum Special Tax for each Assessor’s Parcel of Approved Property not expected to be classified as Single Family Residential Property shall be $23,142 per Acre.
On each July 1, commencing July 1, 2024, the Maximum Special Tax rate for Approved Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.
3. Undeveloped Property and Provisional Undeveloped Property The Maximum Special Tax for each Assessor’s Parcel of Undeveloped Property and Provisional Undeveloped Property shall be $23,142 per Acre.
On each July 1, commencing July 1, 2024, the Maximum Special Tax rate for Undeveloped Property and Provisional Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.
E. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing Fiscal Year 2023-2024 and for each subsequent Fiscal Year, the City Council shall levy Special Taxes on all Taxable Property in accordance with the following steps:
Step One: (i) Prior to the first issuance of Bonds, the Special Tax shall be levied at 100% of the applicable Assigned Special Tax rates on Developed Property and (ii) subsequent to the first issuance of Bonds, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax rates in Table 1 to satisfy the Special Tax Requirement.
Step Two: If additional moneys are needed to satisfy the Special Tax Requirement after the first step has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Approved Property at up to 100% of the Maximum Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.
Step Three: If additional moneys are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be levied 163
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Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.
Step Four: If additional moneys are needed to satisfy the Special Tax Requirement after the first three steps have been completed, then the Special Tax levy on each Assessor's Parcel of Developed Property for which the Maximum Special Tax is the Backup Special Tax shall be increased in equal percentages from the Assigned Special Tax up to 100% of the Backup Special Tax as needed to satisfy the Special Tax Requirement.
Step Five: If additional moneys are needed to satisfy the Special Tax Requirement after the first four steps have been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Provisional Undeveloped Property up to 100% of the Maximum Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.
Notwithstanding the above, under no circumstances will the Special Taxes levied in any Fiscal Year against any Assessor’s Parcel of Residential Property as a result of a delinquency in the payment of the Special Tax applicable to any other Assessor’s Parcel be increased by more than ten percent (10%) above the amount that would have been levied in that Fiscal Year had there never been any such delinquency or default.
F. EXEMPTIONS
The City shall classify as Exempt Property, in the chronological order in which they become exempt, (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by the State of California, Federal or other local governments, including school districts, (ii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iii) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by a homeowners' association, (iv) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, (v) Assessor’s Parcels which are privately owned and are encumbered by or restricted solely for public uses, (vi) Assessor’s Parcels which are classified as Non- Residential Property or (vii) Assessor’s Parcels restricted to other types of public uses determined by the City Council, provided that no such classification would reduce the sum of all Taxable Property to less than 14.66 Acres.
Notwithstanding the above, the City Council shall not classify an Assessor’s Parcel as Exempt Property if such classification would reduce the sum of all Taxable Property to less than 14.66 Acres. Assessor's Parcels which cannot be classified as Exempt Property because such classification would reduce the Acreage of all Taxable Property to less than 14.66 Acres will be classified as Provisional Undeveloped Property, and will be subject to Special Tax pursuant to Step Five in Section E.
G. PREPAYMENT OF SPECIAL TAX
The following additional definitions apply to this Section G:
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“CFD Facilities” means $4,330,000 expressed in 2022 dollars, which shall increase by the Construction Inflation Index on July 1, 2024, and on each July 1 thereafter, or such lower amount (i) determined by the City Council as sufficient to provide the facilities under the authorized bonding program for CFD No. 2022-3, or (ii) determined by the City Council concurrently with a covenant that it will not issue any more Bonds to finance additional facilities to be supported by Special Tax levied under this RMA.
“Construction Fund” means an account specifically identified in the Indenture or functionally equivalent to hold funds, which are available for expenditure to acquire or construct facilities eligible to be financed by CFD No. 2022-3.
“Construction Inflation Index” means the greater of (i) 2% and (ii) the annual percentage change in the Engineering News-Record Building Cost Index for the city of Los Angeles, measured as of the Calendar Year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Construction Inflation Index shall be another index as determined by the City that is reasonably comparable to the Engineering News-Record Building Cost Index for the City of Los Angeles.
“Future Facilities Costs” means the CFD Facilities minus (i) amounts deposited in the Construction Fund, (ii) amounts deposited in any escrow accounts funded by the Outstanding Bonds and anticipated to fund public facilities costs, and (iii) public facility costs funded by interest earnings on the Construction Fund actually earned prior to the date of prepayment, but in no event shall such amount be less than zero.
“Outstanding Bonds” means all previously issued Bonds issued and secured by the levy of Special Tax which will remain outstanding after the first interest and/or principal payment date following the current Fiscal Year, excluding Bonds to be redeemed at a later date with the proceeds of prior prepayments of Special Tax.
1. Prepayment in Full
The Special Tax obligation may be prepaid and permanently satisfied for (i) Assessor’s Parcels of Developed Property, (ii) Assessor’s Parcels of Approved Property or Undeveloped Property for which a Building Permit has been issued, (iii) Assessor’s Parcels of Approved Property or Undeveloped Property for which a Building Permit has not been issued and (iv) Assessor’s Parcels of Provisional Undeveloped Property. The Special Tax obligation applicable to an Assessor’s Parcel may be fully prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein; provided that a prepayment may be made only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel intending to prepay the Special Tax obligation for such Assessor’s Parcel shall provide the CFD Administrator with written notice of intent to prepay, and within 5 business days of receipt of such notice, the CFD Administrator shall notify such owner of the amount of the non-refundable deposit determined to cover the cost to be incurred by the CFD in calculating the Prepayment Amount (as defined below) for the Assessor’s Parcel. Within 15 days of receipt of such non-refundable deposit, the CFD Administrator shall notify such owner of the Prepayment Amount for the Assessor’s Parcel.
Prepayment must be made not less than 60 days prior to the redemption date for any Bonds to be redeemed with the proceeds of such prepaid Special Taxes. 165
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The Prepayment Amount shall be calculated as follows (some capitalized terms are defined below):
Bond Redemption Amount
plus Redemption Premium
plus Future Facilities Amount
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
Equals: Prepayment Amount
The Prepayment Amount shall be determined as of the proposed prepayment date as follows:
1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel.
2. For an Assessor’s Parcel of Developed Property, compute the Maximum Special Tax for the Assessor’s Parcel. For an Assessor’s Parcel of Approved Property or Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for the Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has been issued for the Assessor’s Parcel. For an Assessor’s Parcel of Approved Property or Undeveloped Property for which a Building Permit has not been issued, or Provisional Undeveloped Property, compute the Maximum Special Tax for the Assessor’s Parcel.
3. Divide the Maximum Special Tax derived pursuant to paragraph 2 by the total amount of Maximum Special Taxes that could be levied assuming build out of all Assessor’s Parcels of Taxable Property based on the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property not including any Assessor’s Parcels for which the Special Tax obligation has been previously prepaid.
4. Multiply the quotient derived pursuant to paragraph 3 by the principal amount of the Outstanding Bonds to determine the amount of Outstanding Bonds to be redeemed with the Prepayment Amount (the “Bond Redemption Amount”).
5. Multiply the Bond Redemption Amount by the applicable redemption premium, if any, on the Outstanding Bonds to be redeemed (the “Redemption Premium”).
6. Determine the Future Facilities Costs.
7. Multiply the quotient derived pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to determine the amount of Future Facilities Costs for the Assessor’s Parcel (the “Future Facilities Amount”).
8. Determine the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the earliest redemption date for the Outstanding Bonds on which Bonds can be redeemed from Special Tax prepayments.
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9. Determine the Special Taxes levied on the Assessor’s Parcel in the current Fiscal Year which have not yet been paid.
10. Determine the amount the CFD Administrator reasonably expects to derive from the investment of the Bond Redemption Amount and the Redemption Premium from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the Prepayment Amount.
11. Add the amounts derived pursuant to paragraphs 8 and 9 and subtract the amount derived pursuant to paragraph 10 (the “Defeasance Amount”).
12. Verify the administrative fees and expenses of the CFD, the cost to invest the Prepayment Amount, the cost of redeeming the Outstanding Bonds, and the cost of recording notices to evidence the prepayment of the Special Tax obligation for the Assessor’s Parcel and the redemption of Outstanding Bonds (the “Administrative Fees and Expenses”).
13. The reserve fund credit (the “Reserve Fund Credit”) shall equal the lesser of: (a) the expected reduction in the reserve requirement (as defined in the Indenture), if any, associated with the redemption of Outstanding Bonds as a result of the prepayment, or (b) the amount derived by subtracting the new reserve requirement (as defined in the Indenture) in effect after the redemption of Outstanding Bonds as a result of the prepayment from the balance in the reserve fund on the prepayment date, but in no event shall such amount be less than zero.
14. The Prepayment Amount is equal to the sum of the Bond Redemption Amount, the Redemption Premium, the Future Facilities Amount, the Defeasance Amount and the Administrative Fees and Expenses, less the Reserve Fund Credit.
15. From the Prepayment Amount, the Bond Redemption Amount, the Redemption Premium, and Defeasance Amount shall be deposited into the appropriate fund as established under the Indenture and be used to redeem Outstanding Bonds or make debt service payments. The Future Facilities Amount shall be deposited into the Construction Fund. The Administrative Fees and Expenses shall be retained by the CFD.
The Prepayment Amount may be sufficient to redeem other than a $5,000 increment of Bonds.
In such event, the increment above $5,000 or an integral multiple thereof will be retained in the appropriate fund established under the Indenture to be used with the next redemption from other Special Tax prepayments of Outstanding Bonds or to make debt service payments.
As a result of the payment of the current Fiscal Year’s Special Tax levy as determined pursuant to paragraph 9 above, the CFD Administrator shall remove the current Fiscal Year’s Special Tax levy for the Assessor’s Parcel from the County tax roll. With respect to any Assessor’s Parcel for which the Special Tax obligation is prepaid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of Special Tax obligation and the release of the Special Tax lien for the Assessor’s Parcel, and the obligation to pay the Special Tax for such Assessor’s Parcel shall cease.
Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the amount of Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property after the proposed prepayment will be at least 1.1 times maximum annual debt service on the Bonds 167
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that will remain outstanding after the prepayment plus the estimated annual Administrative Expenses.
Tenders of Bonds in prepayment of the Special Tax obligation may be accepted upon the terms and conditions established by the City Council pursuant to the Act. However, the use of Bond tenders shall only be allowed on a case-by-case basis as specifically approved by the City Council.
2. Prepayment in Part
The Special Tax obligation for an Assessor’s Parcel of Developed Property, Approved Property, Undeveloped Property, or Provisional Undeveloped Property may be partially prepaid. For purposes of determining the Partial Prepayment Amount, the provisions of Section G.1 shall be modified as provided by the following formula:
PP = ((PE – A) x F) + A
These terms have the following meaning:
PP = Partial Prepayment Amount
PE = the Prepayment Amount calculated according to Section G.1 F = the percent by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax obligation
A = the Administrative Fees and Expenses determined pursuant to Section G.1 The owner of an Assessor’s Parcel who desires to partially prepay the Special Tax obligation for the Assessor’s Parcel shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax obligation, (ii) the percentage of the Special Tax obligation such owner wishes to prepay, and (iii) the company or agency that will be acting as the escrow agent, if any.
Within 5 days of receipt of such notice, the CFD Administrator shall notify such property owner of the amount of the non-refundable deposit determined to cover the cost to be incurred by the CFD in calculating the Partial Prepayment Amount. Within 15 business days of receipt of such non-refundable deposit, the CFD Administrator shall notify such owner of the amount of the Partial Prepayment Amount for the Assessor’s Parcel. A Partial Prepayment Amount must be made not less than 60 days prior to the redemption date for the Outstanding Bonds to be redeemed with the proceeds of the Partial Prepayment Amount.
With respect to any Assessor’s Parcel for which the Special Tax obligation is partially prepaid, the CFD Administrator shall (i) distribute the Partial Prepayment Amount as provided in Paragraph 15 of Section G.1, and (ii) indicate in the records of the CFD that there has been a partial prepayment for the Assessor’s Parcel and that a portion of the Special Tax obligation equal to the remaining percentage (1.00 - F) of the applicable Special Tax will continue to be levied on the Assessor’s Parcel pursuant to Section E.
H. TERMINATION OF SPECIAL TAX
For each Fiscal Year that any Bonds are outstanding the Special Tax shall be levied on all Assessor’s Parcels subject to the Special Tax pursuant to Section E. The Special Tax shall cease not later than the 2064-2065 Fiscal Year, however, Special Taxes will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined (i) that all the required interest and principal payments on the CFD No. 2022-3 Bonds have been paid; (ii) all authorized facilities of CFD No. 2022-3 have been acquired and all reimbursements to the developer have 168
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been paid, (iii) no delinquent Special Taxes remain uncollected and (iv) all other obligations of CFD No. 2022-3 have been satisfied.
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2022-3 may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent Assessor’s Parcels as permitted by the Act.
J. APPEALS OF SPECIAL TAXES
Any taxpayer may file a written appeal of the Special Taxes levied on his/her Assessor’s Parcel(s) with the CFD Administrator, provided that the appellant is current in his/her payments of Special Taxes. During pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination. If the CFD Administrator agrees with the appellant, the CFD Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant’s Assessor’s Parcel(s). No refunds of previously paid Special Taxes shall be made unless approved by the CFD Administrator.
The CFD Administrator shall interpret this RMA and make determinations relative to the annual levy and administration of the Special Taxes and any taxpayer who appeals, as herein specified.
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RESOLUTION NO. 2022-___
RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE
CITY OF THE CITY OF WILDOMAR TO INCUR BONDED
INDEBTEDNESS IN AN AMOUNT NOT TO EXCEED $7,000,000
WITHIN PROPOSED COMMUNITY FACILITIES DISTRICT NO.
2022-3 (VERANO) OF THE CITY OF WILDOMAR
Whereas, the City Council of the City of Wildomar (the “City Council”) upon receipt of a petition as provided in Section 53318 of the Government Code of the State of California instituted proceedings to form Community Facilities District No. 2022-3 (Verano) of the City of Wildomar (“Community Facilities District No. 2022-3” or the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), as amended, pursuant to Resolution No. 2022-___ (the “Resolution of Intention to Establish”) adopted by the City Council on the date hereof to finance (1) the purchase, construction, modification, expansion, improvement and/or rehabilitation of public facilities identified in Attachment “A” hereto and incorporated herein by this reference, including all furnishings, equipment and supplies related thereto (collectively, the “Facilities”) and (2) the incidental expenses to be incurred in financing the Facilities and forming and administering the District (the “Incidental Expenses”); and, Whereas, the City Council estimates that the amount required to finance the Facilities and Incidental Expenses is approximately $7,000,000; and,
Whereas, in order to finance the Facilities and Incidental Expenses, the City Council intends to authorize the issuance of bonds in the maximum aggregate principal amount of $7,000,000, the repayment of which is to be secured by special taxes levied in accordance with Section 53328 of the Act on all property in the proposed Community Facilities District No. 2022-3, other than those properties exempted from taxation in the rate and method of apportionment set forth in Attachment “C” to the Resolution of Intention to Establish.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF WILDOMAR DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. It is necessary to incur bonded indebtedness within the boundaries of proposed Community Facilities District No. 2022-3 in an amount not to exceed $7,000,000 to finance the costs of the Facilities and Incidental Expenses, as permitted by the Act.
Section 3. The indebtedness will be incurred for the purpose of financing the costs of the Facilities and the Incidental Expenses, including, but not limited to, the funding of reserve funds for the bonds, the financing of costs associated with the issuance of the bonds and all other costs and expenses necessary to finance the Facilities which are permitted to be financed pursuant to the Act.
Section 4. It is the intent of the City Council to authorize the sale of bonds in one or more series, in the maximum aggregate principal amount of $7,000,000 and at a maximum interest rate not in excess of 12 percent per annum, or a higher rate not in excess of the maximum rate permitted by law at the time that the bonds are issued. The term of the bonds of each series shall be determined pursuant to a resolution of this City Council acting in its capacity as the 170
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legislative body of the District authorizing the issuance of the bonds of such series, but such term shall in no event exceed 35 years from the date of issuance of the bonds of such series, or such longer term as is then permitted by law.
Section 5. A public hearing (the “Hearing”) on the proposed issuance of bonded indebtedness shall be held at 6:00 p.m. or as soon thereafter as practicable, on December 14, 2022, at the City Council Chambers, 23873 Clinton Keith Road, Suite 106, Wildomar, California 92595.
Section 6. At the time and place set forth in this Resolution for the Hearing, any interested persons, including all persons owning land or registered to vote within proposed Community Facilities District No. 2022-3, may appear and be heard.
Section 7. The City Clerk is hereby directed to publish a notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper of general circulation published in the area of the proposed Community Facilities District No. 2022-3. Such publication shall be completed at least seven days prior to the date of the Hearing. The City Clerk is further directed to mail a copy of the Notice to each of the landowners within the boundaries of proposed Community Facilities District No. 2022-3 at least 15 days prior to the Hearing.
PASSED, APPROVED AND ADOPTED this 9th day of November, 2022:
Ben J. Benoit
Mayor
APPROVED AS TO FORM: ATTEST:
Thomas D. Jex Janet Morales
City Attorney City Clerk
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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF WILDOMAR )
I, Janet Morales, City Clerk of the City of Wildomar, California, do hereby certify that Resolution No. ____________ was adopted by the City Council of the City of Wildomar, California, at the Regular meeting of November 9, 2022 and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________________
Janet Morales
City Clerk
City of Wildomar
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ATTACHMENT A
Types of Facilities
to Be Financed by Community
Facilities District No. 2022-3 (Verano) of the City of Wildomar The proposed types of public facilities and expenses to be financed by the District include:
The construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) drainage, library, park, police, fire, roadway, traffic, administration and community center facilities, animal shelter facilities, and other public facilities of the City, including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Act (the “City Facilities”), (ii) water and sewer facilities including the acquisition of capacity in the sewer system and/or water system of the Elsinore Valley Municipal Water District which are included in Elsinore Valley Municipal Water District’s water and sewer capacity and connection fee programs (the “Water District Facilities”), and (iii) interim and permanent school facilities of Lake Elsinore Unified School District, including classrooms, multi-purpose facilities, administration and auxiliary space at school facilities, athletic fields, playgrounds and recreational facilities and improvements thereto, landscaping, access roadways, drainage, sidewalks and gutters and utility lines, furniture, equipment and technology, including technology upgrades and mobile devices and infrastructure therefore, with a useful life of at least five (5) years at such school facilities (the “School Facilities” and together, with the City Facilities and the Water Facilities, the “Facilities”), and all appurtenances and appurtenant work in connection with the foregoing Facilities, including the cost of engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for such Facilities, and to finance the incidental expenses to be incurred, including:
a. The cost of engineering, planning and designing the Facilities; b. All costs, including costs of the property owner petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and
c. Any other expenses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the Facilities.
Capitalized terms used and not defined herein shall have the meaning set forth in the Rate and Method of Apportionment of Special Taxes for the District. 173
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PETITION TO THE CITY COUNCIL OF THE CITY OF
WILDOMAR REQUESTING INSTITUTION OF PROCEEDINGS
FOR ESTABLISHMENT OF A COMMUNITY FACILITIES
DISTRICT (COMMUNITY FACILITIES DISTRICT NO. 2022-3
(VERANO) OF THE CITY OF WILDOMAR)
1. The undersigned (the “Owner”) is the owner of more than 10% of the land depicted in Exhibit A hereto and described in Exhibit B hereto (the “Property”), which land is expected to be all of the land included within the boundaries of a community facilities district hereby proposed to be established. The Property is located within the City of Wildomar (the “City”) in the County of Riverside.
2. The Owner requests that the City Council of the City (the “City Council”) institute proceedings to establish a community facilities district to be known as “Community Facilities District No. 2022-3 (Verano) of the City of Wildomar” (referred to herein as the “District”) pursuant to Chapter 2.5 (commencing with Section 53311), Part 1, Division 2, Title 5, of the Government Code of the State of California, commonly known as the “Mello-Roos Community Facilities Act of 1982” (the “Act”) to include all of the Property.
3. The boundaries of the territory which is proposed for inclusion in the District are those depicted in Exhibit A hereto and described in Exhibit B hereto.
4. The Owner requests that the proposed District be used to finance the construction, purchase, modification, expansion and/or improvement of (i) drainage, library, park, police, fire, roadway, traffic, administration and community center facilities, animal shelter facilities, and other public facilities of the City, including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Act (the “City Facilities”), (ii) water and sewer facilities including the acquisition of capacity in the sewer system and/or water system of the Elsinore Valley Municipal Water District which are included in Elsinore Valley Municipal Water District’s water and sewer capacity and connection fee programs (the “Water District Facilities”), and (iii) interim and permanent school facilities of Lake Elsinore Unified School District, including classrooms, multi-purpose facilities, administration and auxiliary space at school facilities, athletic fields, playgrounds and recreational facilities and improvements thereto, landscaping, access roadways, drainage, sidewalks and gutters and utility lines, furniture, equipment and technology, including technology upgrades and mobile devices and infrastructure therefore, with a useful life of at least five (5) years at such school facilities (the “School Facilities” and together, with the City Facilities and the Water Facilities, the “Facilities”), and all appurtenances and appurtenant work in connection with the foregoing Facilities, including the cost of engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for such Facilities, and to finance the incidental expenses to be incurred, including:
a. The cost of engineering, planning and designing the Facilities; b. All costs, including costs of the property owner petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and
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c. Any other expenses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the Facilities.
5. The Owner further requests that the City Council authorize the levy of special taxes in the District to pay the costs of the Facilities and the incidental costs described in paragraph 4 above (the “Special Tax”) and to pay principal of, interest and premium, if any, on the bonds in order to contribute to the financing of the Facilities and costs described in paragraph 4 above.
6. The Owner further requests that, upon the sale of bonds, the City Council, as legislative body of the District, annually levy Special Taxes on the property within the District for the construction, acquisition and rehabilitation of the Facilities, for the payment of the aggregate amount of principal of and interest owing on the bonds in each fiscal year, including the maintenance of reserves therefor, and for the payment of administrative expenses of the District.
7. The Owner has advanced to the City the amounts necessary to pay for the costs related to the formation of the District, which amounts will be reimbursed, without interest, from the proceeds of the first sale of the bonds, if any. The reimbursement of such amounts is expected to be governed by the terms of that certain Reimbursement Agreement to be entered into by and between the City and the Owner relating to the District. If bonds are not sold, the City will have no obligation to reimburse amounts expended for costs incurred, but will reimburse any unexpended amounts advanced by the Owner as set forth in the Reimbursement Agreement.
Dated: October __, 2022
KB HOME COASTAL INC., a California
corporation
By:
Name:
Title:
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EXHIBIT A
BOUNDARY MAP
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EXHIBIT B
LEGAL DESCRIPTION
Real property in the City of Wildomar, County of Riverside, State of California, described as follows:
Lots 1 – 77 of Tract No. 37476 in the City of Wildomar, as shown on the map recorded in the official records of the County of Riverside Recorder’s office as Instrument No. 2022-0395844.
Assessor Parcel Numbers:
367-140-008 (portion of)
367-140-010 (portion of)
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REIMBURSEMENT AGREEMENT
RELATING TO PROPOSED
COMMUNITY FACILITIES DISTRICT NO. 2022-3
(VERANO) OF THE CITY OF WILDOMAR
THIS REIMBURSEMENT AGREEMENT RELATING TO PROPOSED COMMUNITY FACILITIES DISTRICT NO. 2022-3 (VERANO) OF THE CITY OF WILDOMAR (the “Agreement”) dated as of November 9, 2022 is entered into by and between the City of Wildomar, a general law city organized and existing under the laws and constitution of the State of California (the “City”), and KB HOME Coastal Inc., a California corporation (the “Developer”).
R E C I T A L S :
A. The Developer is developing approximately 15.4 acres of land described in Exhibit A attached hereto (the “Property”) for which the Developer desires to include within proposed Community Facilities District No. 2022-3 (Verano) of the City of Wildomar (the “District”) to be established by the City pursuant to the Mello-Roos Community Facilities Act of 1982 (Government Code Section 53311 et seq.) (the “Act”).
B. The City and the Developer are desirous of entering into this Agreement in order to provide a mechanism by which the Developer may advance certain costs related to the cost of formation of the District, and to provide that such District, if formed, will reimburse the Developer for the amounts advanced hereunder.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual promises and covenants set forth herein, the parties hereto agree as follows:
1. Recitals. Each of the above recitals is incorporated herein and is true and correct.
2. Potential Formation of the District and Issuance of Bonds. (a) At the request of the Developer, the City will undertake to form the District. The City will retain, at the Developer’s expense, the necessary consultants to analyze the proposed formation of the District and issuance of bonds, including a special tax consultant, municipal advisor, bond counsel, market absorption consultant, appraiser and other consultants deemed necessary by the City. In addition, City staff time spent in connection with the formation of the District and the issuance of bonds shall be at Developer’s expense. (b) In order to begin the process of analyzing the potential formation of the District, the Developer has advanced to the City a sum totaling $60,000. From time to time, the Developer shall make additional advances to the City within 15 days following receipt from the City of a request for an additional advance to cover the costs of forming the District and/or issuing bonds. In the event the Developer does not deliver the requested amount to the City within such 15-day period, the City will have no obligation to proceed with the analysis or bond issue unless and until such additional advance is received. The Developer shall have the right to notify the City at any time, in writing, of its intention to abandon the formation of the District or the issuance of bonds. Upon receipt of such notice, the City shall instruct its consultants to 178
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cease work as soon as practicable. The Developer shall be responsible to pay all costs and expenses incurred by the City or any City consultant or advisor prior to the date on which the City’s consultants are notified of the Developer’s notice of abandonment. Notwithstanding a decision of the Developer to abandon the formation of the District or the issuance of bonds, the City may, in its sole discretion, elect to proceed with formation of the District and/or the issuance of bonds with funds other than those of the Developer; provided, however, that, in executing this Agreement, the Developer shall not be deemed to have waived their right to object to the formation of the District or the issuance of bonds.
(c) The City will provide to the Developer on request a summary of how the advances have been spent and the unexpended balance remaining. The amounts advanced by the Developer will be reimbursable to the Developer, without interest, from the proceeds of bonds issued by the District when and if the District is formed. In the event that bonds are not issued to provide a source of reimbursement to the Developer, the City shall have no liability to the Developer to reimburse them for any amounts previously advanced by the Developer and expended by the City in accordance with this Agreement.
3. Reimbursement Procedure. Upon the abandonment of the District formation proceedings, the City shall return any funds which have been advanced by the Developer which are not expended on the purposes set forth in Section 2 above. Such returned funds shall be without interest.
4. Abandonment of CFD Formation Process. The Developer understands that any formation of the District shall be in the sole discretion of the City. No provision of this Agreement shall be construed as a promise, warranty or agreement by the City to form the District or to issue any bonds. The City shall have no liability to Developer for its decision not to form the District or issue bonds.
5. Indemnification and Hold Harmless. The Developer hereby assumes the defense of, and indemnifies and saves harmless, jointly and severally, the City and each of its officers, directors, employees and agents, from and against all actions, damages, claims, losses or expenses of every type and description to which they may be subjected or put, by reason of, or arising out of any acts or omissions taken by the Developer or any of the Developer’s officers, employees, contractors and agents with respect to the formation of the District.
6. Notices. Any notice to be provided pursuant to this Agreement shall be delivered to the following addresses:
Developer KB HOME Coastal Inc.
36310 Inland Valley Drive
Wildomar, California 92595
Attention: Scott Hansen
Telephone: (951) 691-5239
City: City of Wildomar
23873 Clinton Keith Road
Wildomar, California 92595
Attn: City Manager
Telephone: (951) 677-7751
Email: [email protected]
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With a copy to: Stradling Yocca Carlson & Rauth
660 Newport Center Drive, Suite 1600
Newport Beach, CA 92660
Attention: Brian Forbath, Esq.
Telephone: (949) 725-4193
Email: [email protected]
Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.
7. Assignment. The Developer may assign its interest in this Agreement at any time provided, however, that the Developer shall provide written evidence of any assignment to the City.
8. Severability. If any part of this Agreement is held to be illegal or unenforceable by a court of competent jurisdiction, the remainder of this Agreement shall be given effect to the fullest extent permitted by law.
9. Entire Agreement. This Agreement contains the entire agreement between the parties with respect to the matters provided for herein.
10. Amendments. This Agreement may be amended or modified only by written instrument signed by all parties.
11. Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original.
12. Governing Law. This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California.
13. No Third Party Beneficiaries. No person or entity shall be deemed to be a third party beneficiary hereof, and nothing in this Agreement (either express or implied) is intended to confer upon any person or entity, other than the City and the Developer, any rights, remedies, obligations or liabilities under or by reason of this Agreement.
14. Singular and Plural; Gender. As used herein, the singular of any word includes the plural, and terms in the masculine gender shall include the feminine.
15. Termination. This Agreement shall terminate and be of no further force and effect on December 31, 2028 unless expressly amended by the parties or terminated earlier by written notice from the Developer; provided, however, that the Developer’s obligations under Section 5 shall survive the termination and the City’s obligation to provide reimbursement in accordance with Section 3 for expenses incurred prior to the termination date shall also survive termination. 180
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IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year first above written.
CITY OF WILDOMAR, a political subdivision of the
State of California
By:
Daniel A. York, City Manager
ATTEST:
By:
Janet Morales, City Clerk
KB HOME COASTAL INC., a California
corporation
By:____________
Name:
Title:
APPROVED AS TO FORM:
CITY ATTORNEY
By:
Thomas D. Jex
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EXHIBIT A
DESCRIPTION OF PROPERTY
Real property in the City of Wildomar, County of Riverside, State of California, described as follows:
Lots 1 – 77 of Tract No. 37476 in the City of Wildomar, as shown on the map recorded in the official records of the County of Riverside Recorder’s office as Instrument No. 2022-0395844.
Assessor Parcel Numbers:
367-140-008 (portion of)
367-140-010 (portion of)
182
CHERRY
ST
VALLEYVISTACIR
GROVE RD VIACARNAGHI
MONTE
VISTA
DR
O
NEAL
RD
FREDERICK
ST
§¨¦15
^_
BAXTER RD
MISSION TRL
HAR
VESTWAY
LAKEVIEW
TER
ORANGE
ST
PRAIRIE RD
CENTRAL ST
PALOMAR
ST
LA ESTRELLA RD
HICKORYLN BUNDY CANYON
RDL OST
RD
§¨¦15
CFD NO. 2022-3 (VERANO)
PROJECT MAP
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CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.10
Meeting Date: November
9, 2022
SUBJECT:
Professional Services Agreement for Website Design and
Website Hosting with CivicPlus LLC.
SUBMITTED BY:
Kimberly Davidson
PREPARED BY:
Kimberly Davidson, Economic Development Director
ACTION:
Approve City Manager to execute the agreement.
SUMMARY:
On August 16, 2022, the City issued a Request for Qualifications to vendors who specialize in Website Design and Website Hosting. CivicPlus, LLC was one (1) of six (6) respondents and, based on a scoring system, was determined to be the best company to provide the design and hosting services.
BACKGROUND:
At the Council Meeting on October 12, 2022, Council directed staff to bring back a Professional Services Agreement between the City of Wildomar and CivicPlus LLC for Website Design and Website Hosting.
FISCAL IMPACT:
The total cost of the contract will be $75,746.00. The first year, which includes web design, content migration and hosting will not exceed $35,014.00. After the first year, the contract is for hosting, technical support and continued training if needed.
Year 2 = $9,450.00
Year 3 = $9,923.00
Year 4 = $10,419.00
Year 5 = $10,940.00
The first year cost is budgeted in the City 2022/2023 fiscal year budget. The remaining years will be budgeted in the upcoming budget cycles.
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ACCOUNT CODE:
100-410-4250-52115 and 100-410-4250-58110
ATTACHMENTS:
CivicPlus, LLC Agreement
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// 2021
RIV #4814-7282-0706 v1
AGREEMENT FOR SERVICES
By and Between
THE CITY OF WILDOMAR,
a municipal corporation
and
CivicPlus, LLC
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AGREEMENT FOR SERVICES
BETWEEN
THE CITY OF WILDOMAR, CALIFORNIA
AND
CivicPlus, LLC
This Agreement for Services (“Agreement”) is entered into as of this 9 th day of November, 2022 by and between the City of Wildomar, a municipal corporation (“City”) and CivicPlus, LLC, a Kansas Limited Liability Co mpany (“Service Provider” or “CivicPlus”). City and Service Provider are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”
RECITALS
A. City has sought, by Request for Proposal (RFP) , the performance of the services defined and described particularly in Section 2 of this Agreement.
B. Service Provider, following submission of a proposal for the performance of the services defined and described particularly in Section 2 of this Agreem ent, was selected by the City to perform those services.
C. Pursuant to the City of Wildomar’s Municipal Code, City has authority to enter into this Services Agreement and the City Manager has authority to execute this Agreement.
D. The Parties desire to f ormalize the selection of Service Provider for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:
SECTION 1. TERM OF AGREEMENT.
Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for 5 years commencing on the date first ascribed above. The parties may agree to extend the Term for an additional 5 years and may negotiate scope of services and pricing subject to the mutual agreement of both parties. If Service Provider wishes to enter into negotiations regarding possible extension of the Term, Service Provider shall provide written notice to the City no later than one year prior to the expiration of the original Term. City shall not be obligated to extend the Term.
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SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE. (a) Scope of Services. Service Provider agrees to perform the services set forth in Exhibit “A” “Scope of Services,” which includes Service Provider’s Statement of Work (“SOW”) and made a part of this Agreement by this reference. (b) S chedule of Performance. The Services shall be completed pursuant to the SOW. Should the Services not be completed pursuant to that schedule, the Service Provider shall be deemed to be in Default of this Agreement. The City, in its sole discretion, may choose not to enforce the Default provisions of this Agreement and may instead allow Service Provider to continue performing the Services.
SECTION 3. ADDITIONAL SERVICES.
Service Provider shall not be compensated for any work rendered in connection with its performance of this Agreement that are in addition to or outside of the Services unless such additional services are authorized in advance and in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. If and when such additional work is authorized, such additional work shall be deemed to be part of the Services.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay Service Provider the amounts specified in Exhibit “B” “Compensation” and made a part of this Agreement by this reference. The total , five-year compensation, including reimbursement for actual expenses, shall not exceed seventy- five thousand, seven hundred and forty-six dollars ($75,746.00), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. In accordance with California Government Code Section 8546.7, if the Not to Exceed Amount exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement and the Service Provider's books and records related to this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
(b) Service provider shall invoice City during Year 1 as follows:
1. Upon signing this Agreement, thirty percent (30%) of the Total Investment Year 1 Fees;
2. The earlier of 6 months from signing or upon completion of CivicEngage completion of training, fifty percent (50%) of the Total Investment Year 1 Fees;
3. The earlier of 12 months from signing or upon go-live, the remaining twenty percent (20%) of the Total Investment Year 1 Fees. (c) Except as to any charges for work performed or expenses incurred by Service Provider which are disputed by City, City will use its best efforts to cause 188
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Service Provider to be paid within forty -five (45) days of receipt of Service Provider’s correct and undisputed invoice.
(d) Payment to Service Provider for work performed pursuant to this Agreement shall not be deemed to waive any mate rial defects in work performed by Service Provider. For the purposes of this Agreement, t he term “material defect” shall mean a defect in or in the provision of a service, that substantially prevents the item or service from operating or functioning as designed or according to its specifications. The term “material defect” does not include a defect that — (A) has an insignificant or de minimis effect on the operation or functioning of an item or computer program; (B) affects only a component of an item or program that, as a whole, substantially operates or functions as designed; or (C) has an insignificant or de minimis effect on the efficacy of the service provided.
(e) Annual Recurring Services under this Agreement shall be invoiced on the start date of each relevant calendar year. Annual Recurring Services, including but not limited to hosting, support and maintenance services, shall be subject to a 5% annual increase beginning in year 3 of service. Client will pay all invoices within 45 days of the date of such invoice.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
Acceptance of any of Service Provider’s work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 “Indemnification” and Section 17 “Insurance.”
SECTION 6. OWNERSHIP OF DOCUMENTS.
Upon full and complete payment of amounts owed for project development under the applicable SOW, City will own the website graphic designs, webpage or Services content, module content, importable/exportable data, and archived information (“ City Content”) created by CivicPlus on behalf of City pursuant to this Agreement. “ City Content” also includes any elements of text, graphics, images, photos, designs, artworks, logos, trademarks, services marks, and other materials or content which City provides or inputs into any website, software or module in connection with any Services. City Content excludes any content in the public domain; and any content owned or licensed by CivicPlus, whether in connection with providing Services or otherwise.
Upon completion of the project development, City will assume full responsibility for City Content maintenance and administration. City , not CivicPlus, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership or right to use of all City Content. City hereby grants CivicPlus a worldwide, non-exclusive right and license to reproduce, distribute and display the City Content as necessary to provide the Services. City represents and warrants that City owns all City Content or that City has permission from the rightful owner to use each of the elements of City Content; and that City has all rights necessary for CivicPlus to use 189
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the City Content in connection with providing the Services.
At any time during the term of the applicable SOW, City will have the ability to download the City Content and export the City data through the Services. Upon termination of the applicable SOW for any reason, whether or not City has retrieved or requested the City data, CivicPlus reserves the right to permanently and definitively delete the City Content and City data held in the Services thirty (30) days following termination of the applicable SOW. During the thirty (30) day period following termination of the SOW, regardless of the reason for its termination, City will not have access to the Services.
Intellectual Property in the software or other original works created by or licensed to CivicPlus, including all source code, documents, and materials used in the Services (“CivicPlus Property”) will remain the property of CivicPlus. CivicPlus Property specifically excludes City Content. City shall not (i) license, sublicense, sell, resell, reproduce, transfer, assign, distribute or otherwise commercially exploit or make available to any third party any CivicPlus Property in any way, except as sp ecifically provided in the applicable SOW; (ii) adapt, alter, modify or make derivative works based upon any CivicPlus Property; (iii) create internet “links” to the CivicPlus Property software or “frame” or “mirror” any CivicPlus Property administrative access on any other server or wireless or internet-based device that may allow third party entities, other than City , to use the Services; (iv) reverse engineer, decompile, disassemble or otherwise attempt to obtain the source code to all or any portion of the Services; or (v) access any CivicPlus Property in order to (a) build a competitive product or service, (b) build a product using similar ideas, features, functions or graphics of any CivicPlus Property, or (c) copy any ideas, features, functions or graphics of any CivicPlus Property. The CivicPlus name, the CivicPlus logo, and the product and module names associated with any CivicPlus Property are trademarks of CivicPlus, and no right or license is granted to use them outside of the licenses set forth in this Agreement.
Provided City complies with the terms and conditions herein, the relevant SOW, and license restrictions set forth in this section, CivicPlus hereby grants City a limited, nontransferable, nonexclusive, license to access and use the CivicP lus Property associated with any valid and effective SOW, for the term of the respective SOW.
SECTION 7. SERVICE PROVIDER'S BOOKS AND RECORDS.
(a) Service Provider shall maintain any and all documents and records demonstrating or relating to Service Provider’s performanc e of the Services. Service Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement solely for bookkeeping purposes . Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Service Provider pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures.
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(b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative and at the City’s expense. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Service Provider’s address indicated for receipt of notices in this Agreement.
(c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Service Provider’s business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors-in-interest and authorized representatives.
SECTION 8. INDEPENDENT CONTRACTOR.
(a) Service Provider is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Nothing in this Agreement may be construed to be inconsistent with this relationship or status. Service Provider shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Service Provider shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. (b) Service Provider shall perform all Services as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Service provider shall be solely responsible for the means, methods, techniques, sequences and procedures in performance of Services. The personnel performing the Services under this Agreement on behalf of Service Provider shall at all times be under Service Provider’s exclusive direction and control. Any terms within this Agreement regarding City directives apply to an concern the result of Service Provider’s provision of service and not the means, methods, or scheduling of the Service Provider’s work. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Service Provider or any of Service Provider’s officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that Service Provider or any of Service Provider’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. (c) Neither Service Provider, nor any of Service Provider’s officers, employees or agents, shall obtain any privileges or rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Service Provider expressly waives any claim Service Provider may have to any such benefits, privileges or rights.
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SECTION 9. STANDARD OF PERFORMANCE.
Service Provider represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Service Provider shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Service Provider shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Service Provider under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit “A” that shall also be applicable to Service Provider’s work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.
Service Provider shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this Agreement. Service Provider shall obtain any and all licenses, permits and authorizations necessary to perform the Services set forth in this Agreement.
Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a result of any failure of Service Provider to comply with this section.
SECTION 11. PREVAILING WAGE LAWS
It is the understanding of City and Service Provider that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Co nstruction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.
SECTION 12. NONDISCRIMINATION.
Service Provider shall not discriminate, in any way, against any person on the basis of race, color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or marital status in connection with or related to the performance of this Agreement.
SECTION 13. UNAUTHORIZED ALIENS.
Service Provider hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. 192
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Should Service Provider so employ such unauthorized aliens for t he performance of the Services, and should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Service Provider hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Service Provider covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would c onflict in any manner with the interests of City or which would in any way hinder Service Provider’s performance of the Services. Service Provider further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the City Manager. Service Provider agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of Ci ty in the performance of this Agreement.
(b) City understands and acknowledges that Service Provider is, as of the date of execution of this Agreement, independently involved in the performance of non- related services for other governmental agencies and private parties. Service Provider is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section.
(c) City understands and acknowledges t hat Service Provider will perform non-related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section.
SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Service Provider in performance of this Agreement shall be considered confidential, unless such information is in the public domain or alre ady known to Service Provider. Service Provider shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law.
(b) Service Provider, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Service Provider gives City notice of such court order or subpoena.
(c) If Service Provider, or any officer, employee, agent or subcontractor of Service Provider, provides any information or work product in violation of this 193
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Agreement, then City shall have the right to reimbursement and indemnity from Service Provider for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Service Provider’s conduct.
Service Provider shall promptly notify City should Service Provider, its officers, employees, agents or subcontractors, be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Service Provider or be present at any deposition, hearing or similar proceeding. Service Provider agrees to cooperate fully with City and to provide City with the opportunity to review any response to dis covery requests provided by Service Provider. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. Service Provider shall not be held criminally or civilly liable under any Federal or State trade secret law for the disclosure of a trade secret that is made in confidence to a Federal, State, or local government official or to an attorney solely for the purpose of reporting or investigating a suspected violation of law or for the disclosure of a trade secret that is made in a complaint or other document filed in a lawsuit or other proceeding, if such filing is made under seal.
SECTION 16. INDEMNIFICATION.
(a) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Service Provider’s services, to the fullest extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) for third party claims that arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the extent of any negligent or wrongful act, error or omission of Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub- contractors of Service Provider, in the performance of professional services under this Agreement. (b) I
ndemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including reasonable attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the extent of Service Provider’s negligence in the performance of this Agreement by Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider. 194
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(c) Sub-Service Providers. There will be no sub-Service Providers or any other person or entity involved by, for, with or on behalf of Service Provider in the performance of this Agreement.
(d) Cit y’s Negligence . The provisions of this section do not apply to claims occurring as a result of the extent of City’s negligence. The provisions of this section shall not release City from liability arising from negligence or willful acts or omissions of City or any and all of its officials, employees and agents.
SECTION 17. INSURANCE.
Service Provider agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit “C” “Insurance” and made a part of this Agreement. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Service Provider agrees to provide City with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Service Provider are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Service Provider under this Agreement. In recognition of that interest, Service Provider shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Service Provider’s duties or obligations under this Agreement without the prior written consent of the City. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 “Termination of Agreement.”
SECTION 19. CONTINUITY OF PERSONNEL.
Service Provider shall notify City of any changes in Service Provider’s staff specifically assigned to the performance of this Agreement.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, without cause, at any time by giving thirty (30) days written notice of termination to Service Provider, or with cause by giving thirty (30) days written notice and Service Provider does not subs tantially cure the breach within thirty (30) days after receiving notice of such breach. In the event such notice is given, Service Provider shall cease immediately all work in progress. (b) Service Provider may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City, and City does not substantially cure the breach within thirty (30) days after receiving notice of such breach. A delinquent City account remaining past due for longer than ninety (90) days is a m aterial breach by City and is grounds for Service Provider termination. 195
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(c) If either Service Provider or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Service Provider, or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Service Provider or City, all City content which is in Service Provider’s possession shall be returned to City. The licenses granted in this Agreement will termi nate and City shall cease all use of the CivicPlus Property and Services associated with the terminated SOW and (b) any amounts owed under outstanding invoices for the completed development and implementation of the City Services, as defined in the SOW (“P roject Development”), shall immediately become due in full and payable.
SECTION 21. DEFAULT.
In the event that Service Provider is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Service Provider for any work performed after the date of default. Instead, the City may give notice to Service Provider of the default and the reasons for the default. The notice shall include the timeframe in which Service Provider may cure the default. This timeframe i s presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Service Provider is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Service Provider does not cure the default, the City may take necessary steps to terminate t his Agreement under Section 20 “Termination of Agreement.” Any failure on the part of the City to give notice of the Service Provider’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.
SECTION 22. EXCUSABLE DELAYS.
Service Provider shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Service Provider. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes.
SECTION 23. COOPERATION BY CITY.
All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the Services shall be furnished to Service Provider in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement.
SECTION 24. NOTICES.
All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by telecopier or certified mail, postage 196
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prepaid and return receipt requested, addressed as follows:
To City: City of Wildomar
Attn: City Manager
23873 Clinton Keith Rd., Suite 201
Wildomar, CA 92595
To Service Provider: CivicPlus, LLC
Attn: Legal Dept.
302 S 4th St., Suite 500
Manhattan, KS 666502
Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.
SECTION 25. AUTHORITY TO EXECUTE.
Each of the signatories hereto represents and warrants that he or she is competent and authorized to enter into this Agreement on behalf of the Party for whom he or she purports to sign. Each Party hereto agrees to defend, indemnify, and hold harmless the other Parties hereto against all claims, suits, actions, and demands, including necessary expenses of investigation and reasonable attorneys' fees and costs, arising out of claims that its signatory was not competent or so authorized to execute this Agreement.
SECTION 26. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his or her designated representative. The City Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 “Amendment” and the City Manager’s contracting authority under the Wildomar Municipal Code.
SECTION 27. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.
SECTION 28. AMENDMENT.
No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Service Provider and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the City Manager’s contracting authority under the Wildomar Municipal Code. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void. The 197
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City’s City Manager may, but is not required to, make minor amendments not affecting substantive terms without further authorization from the City Council. The City Council hereby authorizes the City Manager to execute any such amendments as required by this Agreement or that do not otherwise reduce City’s rights under this Agreement. All other amendments shall be approved by the City Council.
SECTION 29. WAIVER.
Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Service Provider shall not constitute a waiver of any of the provisions of this Agreement.
SECTION 30. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the Parties, venue in state trial courts shall lie exclusively in the County of Riverside, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Riverside.
SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled.
SECTION 32. ENTIRE AGREEMENT.
This Agreement, including the attached Exhibits "A" through " E", is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Service Provider and City prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written, made by any Party which are not embodied herein shall be valid and binding.
SECTION 33. SEVERABILITY.
If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s). 198
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SECTION 34. CONFLICTING TERMS.
Except as otherwise stated herein, if the terms of this Agreement conflict with the terms of any Exhibit hereto, or with the terms of any document incorporated by reference into this Agreement, the terms of this Agreement shall control.
SECTION 35. MISCELLANEOUS.
CivicPlus will not be liable for any act, omission of act, negligence or defect in the quality of service of any underlying carrier, licensor or other third- party service provider whose facilities or services are used in furnishing any portion of the Service received by the City.
CivicPlus will not be liable for any failure of performance that is caused by or the result of any act or omission by City or any entity employed/contracted on the City ’s behalf. During Project Development, City will be responsive and cooperative with CivicPlus to ensure the Project Development is completed in a timely manner.
City agrees that it is solely responsible for any solicitation, collection, storage, or other use of end-user’s personal data on any Service provided by CivicPlus. City further agrees that CivicPlus has no responsibility for the use or storage of end- users’ personal data in connection with the Services or the consequences of the solicitation, collection, storage, or other use by City or by any third party of personal data.
CivicPlus shall not be responsible for any act or omission of any third-party vendor or service provider that City has selected to integrate any of its Services with.
CivicPlus’ liability arising out of or related to this Agreement, will not exceed the insurance limits available to CivicPlus at the time of any associated claim, as set forth in Exhibit “C”.
CivicPlus shall, at all times, comply with the terms and conditions of its Privacy Policy, included as Exhibit “ D”. CivicPlus will maintain commercially reasonable administrative, physical, and technical safeguards designed to protect the security and confidentiality of City data. Except (a) in order to provide the Services; (b) to prevent or address service or technical problems in connection with support matters; (c) as expressly permitted in writing by City; or (d) in compliance with the Privacy Policy, CivicPlus will not modify City data or disclose City data, unless specifically directed by City or compelled by law. Notwithstanding the foregoing, CivicPlus reserves the right to delete known malicious accounts without City authorization.
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CivicPlus warrants that the Services will perform substantially in accordance with documentation and marketing proposals, and free of any material defect. CivicPlus warrants to the City that, upon notice given to CivicPlus of any defect in design or fault or improper workmanship, CivicPlus will remedy any such defect. CivicPlus makes no warranty regarding, and will have no responsibility for, any claim arising out of: (i) a modification of the Services made by anyone other than CivicPlus, even in a situation where CivicPlus approves of such modification in writing; or (ii) use of the Services in combination with a third party service, web hosting service, or server not authorized by CivicPlus .
City agrees that CivicPlus shall not migrate, convert, or port content or information that could reasonably be construed as time sensitive, such as calendar or blog content, during the project development.
Starting after 48 months of continuous service under this SOW, City shall be entitled to receive a redesign at no additional cost. Client may initiate such redesign any time after 48 months of continuous service. Upon the initiation of an eligible redesign project, City may begin accumulating eligibility towards a subsequent redesign after another 48 months of continuous service. Redesigns that include additional features not available on the original website may be subject to additional charges. Additional features include, but are not limited to, additional modules and i ntegration of third-party software.
Recurring Redesigns are eligible for the website, subsite, and department headers included in this SOW only. Any subsequently purchased website, subsite, and department header shall not be included in a redesign hereunder.
City allows CivicPlus to display a “Government Websites by CivicPlus” insignia, and web link at the bottom of their web pages. City understands that the pricing and any related discount structure provided under this SOW assumes such perpetual permission.
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IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written. CITY OF WILDOMAR Daniel A. York City Manager
ATTEST:
Janet Morales City Clerk
APPROVED AS TO FORM
Thomas D. Jex City Attorney
"Service Provider": Me llos, l C
Br_Lnuclahaud By By Namefay Lhands Name:ele CheeJ U Its (Title): tai Ul st Lustoms_ Its (Title): 2a V Qperat SERVICE PROVIDER'S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY NOTE:
RIV #4814-7282-0706v -15
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BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION,
OR OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE
PROVIDER’S BUSINESS ENTITY.
202
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document STATE OF GAHFORN* n GaS cOUNTY OFKley On 022 betore me, hk Deukpersonaly appeared a/hels proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subseribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity (ies), and that by his/her/their Signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed thee instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that tha foragaing peegreptrue and correct. PHILLIP DEVINE Notary Public, State of Kansas My Appointynent Expires WITNESS my hand and official seal. -- Signature: Signáture of Notary Public Place Notary Seal Above OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER TITLE OR TYPE OF DOCUMENT TITLE(S) LIMITED NUMBER OF PAGES PARTNER(S) GENERAL ATTORNEY-IN-FACT DATE OF DOCUMENT TRUSTEES) GUARDIAN/CONSERVATOR SIGNER(S) OTHER THAN NAMED ABOVE OTHER SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES) RIV #4814-7282-0706 vl
203
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF EALFORNA Kan ses coUNTY OFKluy-On/y 3032 before me./lD whe, personally appearedeeheeyL, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. PHILLIP DEVINE Notary Pubic, State of Kansas WITNESS my hand and official seal. My Appointment Expires Signature: Signature of Notary Public Place Notary Seal Above OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL cORPORATE OFFICER TITLE OR TYPE OF DOCUMENT TITLE(S) PARTNER(S) LIMITED NUMBER OF PAGES GENERAL ATTORNEY-IN-FACT DATE OF DOCUMENT TRUSTEE(S) GUARDIAN/CONSERVATOR SIGNER(S) OTHER THAN NAMED ABOVE OTHER SIGNER Is REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) RIV #4814-7282-0706 v
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EXHIBIT "A"
SCOPE OF SERVICES
1. CivicPlus Statement of Work (“SOW”)
SALESPERSON Phone EMAIL DELIVERY METHOD PAYMENT METHOD
Solomon Grover x7852224856 [email protected]
Net 30
QTY PRODUCT NAME DESCRIPTION PRODUCT
TYPE
1.00 Annual - CivicEngage Central Annual - CivicEngage Central Renewable
1.00 Hosting & Security Annual Fee -
CivicEngage Central
Hosting & Security Annual Fee - CivicEngage Central Renewable
1.00 SSL Management – CP Provided
Only
SSL Management – CP Provided Only 1 per domain
(Annually Renews)
Renewable
1.00 DNS and Domain Hosting Setup
(http://URL)
DNS and Domain Hosting Setup (https://
www.cityofwildomar.org/)
One-time
1.00 DNS and Domain Hosting Annual
Fee (http://URL)
DNS and Domain Hosting Annual Fee (https://
www.cityofwildomar.org/)
Renewable
1.00 Ultimate Implementation -
CivicEngage Central
Ultimate Implementation - CivicEngage Central One-time
1.00 4yr Redesign Ultimate Annual -
CivicEngage
4yr Redesign Ultimate Annual - CivicEngage Renewable
210.00 Content Development - 1 Page -
CivicEngage
Content Development - 1 Page - CivicEngage One-time
6.00 System Training (4h, virtual) -
CivicEngage
CivicEngage System Training - Virtual, Half Day Block One-time
1.00 Agendas & Minutes Migration
- PDF - 100 Meetings -
CivicEngage
Content Migration : Agendas & Minutes - Per 100
Meetings (Approx. 1 year)
One-time
1.00 Alignment Virtual Consulting Up to 2 days virtual consult. Recommended group 8 or less.
One-time
1.00 Video Banner - CivicEngage Apply client-provided video banner background to CivicEngage website
One-time
1.00 Custom Annual Fee -
CivicEngage Central
Annual Fee - CivicEngage Central Renewable
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2. CivicPlus Features & Functionality on next page.
206
PAGE 7
Features & Functionality
The CivicEngage Central (CivicEngage) content
management system (CMS) is robust and flexible with all the features and functionality you need today and in the future. Developed for municipalities that need to update their website frequently, CivicPlus provides a powerful government content management structure and website
menu management system. The easy-to-use system
allows non-technical employees to efficiently update any portion of your website.
Each website begins with a unique design developed
to meet your specific communication and marketing goals, while showcasing the individuality of your community.
Features and capabilities are added and customized as necessary, and all content is organized in accordance with web usability standards.
Modules & Widgets
Resident Engagement
CivicEngage offers several effective and easy-to-use
resident engagement features. These tools easily
integrate with the other key features.
• Alert Center – Post emergency or important
information on your website and notify residents
via email and SMS
• Blog – Post opinions/information about various
community topics and allow resident comments
and subscriptions
• Calendar – Create multiple calendars and events
to inform residents of upcoming activities that are
viewable by list, week, or month
• Citizen Request Tracker (CRT) – Allow users
to report a problem and provide follow-up
communication with the point of contact (includes
five user licenses & 10 request types)
• Community Voice – Interact with residents about
projects in your community
• My Dashboard – Allow users to personalize their
dashboard to stay updated on news, events, and
information they care about
• News Flash – Post organizational news items that
are important to your residents
• Notify Me® – Send out SMS messages and mass
emails to list subscribers (includes up to 500 SMS
users)
• Splash Screen – A pop-up window that easily
communicates critical local news, information, and
alerts to your residents the moment they arrive on
specified pages of your website
“I’m confident that any service our residents
need can now be found in one to two clicks.”
— Lana Beck, Government Relations and
Communications Administrator for Pinellas Park,
Florida
CivicEngage CMS
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Document Management
CivicEngage comes fully-equipped with a robust set of
document management tools that work with other key
features of our CMS, making it easy to build dynamic
content that is easy for residents to navigate and
access.
• Agenda Center – Create and display agendas and
minutes for various civic organizations
• Archive Center – Store agendas, minutes,
newsletters, and other data-driven documents
• Document Center – Organize and house
documents in one central location
• Form Center – Create custom, online forms via
simple drag-and-drop functionality, receive
notifications via email, and track within the CMS
• Photo Gallery – Store and display photos
• Staff Directory – Share detailed contact
information for your staff and offices
Information & Navigation
Organize your content and pages to make it easy to
locate the information you and your residents need
most with modules that help you update information
quickly.
• Frequently Asked Questions (FAQs) – Answer the
most frequently asked questions to reduce phone
and foot traffic for staff
• Graphic Links – Place graphics on your website as
links to other pages
• Info Advanced – Display important information on
pages in a compact and easy-to-update module
that provides detailed formatting
• Quick Links – Place links to often-requested
information directly on the page of your choice
Department-Specific
There are several function-specific features and
modules for government departments. These tools
are integrated into the CivicEngage CMS and offer the
ability to complete multiple steps in one action.
• Activities – Create, organize, and track activities
• Facilities & Reservations – Showcase community
facilities and allow reservations online
• Job Postings – Post available jobs online and
accept online applications
• Bids – Post sortable and subscribable bids
Helpful Widgets
Widgets help your staff visually organize content on
your website and tailor the look to meet the page’s
needs. A few of the most helpful widgets are:
• Carousel Widget – Group and display widgets in
one location with arrow navigation functionality
• Custom HTML Widget – Embed videos or other
HTML features in your page
• Editor Widget – Edit text with word processing
tools, plus web tools like code view and the
Accessibility Checker
• Form Center Widget – Embed simple forms on a
page
• Image Widget – Add images to a page
• Related Documents Widget – Create a dynamic list
of documents referenced in the Document Center
• Share Widget – Add a share button to your page so
residents can share content to their social media
• Slideshow Widget – Add a slideshow of images
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Administrative Features
The administration of your CivicEngage website is browser based, with no installation of software needed. You’ll be able to update your website from an internet connection on any platform (Mac or PC). Administrators can control the access to pages and manipulation of content as well as use automated features to streamline processes. • Administrative Dashboard – A home base for
messages and quick access to your recent
activities and time-sensitive action items such as
pending approvals and expiring items
• Content Scheduling & Versioning – Set your
content to auto-publish and auto-expire, with
an archive of all published content and previous
versions
• Dynamic Breadcrumbs & Site Map – Breadcrumbs
(used to show a visitor’s location within the
website) and the site map are dynamically
generated and automatically update reflecting any
changes made
• Dynamic Page Components – Modules such as
Calendar, FAQs, and News Flash, may be included
as dynamic page components on any page
• History Log – Track changes made to your website
• Intranet – Use permissions to set a secure location
on your website that allows employees to login and
access non-public resources and information
• Levels of Permissions – Assign staff members
to groups with different levels of permissions of
access and authority throughout the CMS
• Pending Approval Items – Administrators have
access to a queue of pending items to be published
or reviewed
• Website Statistics – Provided website analytics for
analysis
User-Friendly Features
Not only is CivicEngage easy for your staff to use, various administrative features help make a more attractive,
engaging, and intuitive website for your community.
• Automatic Alt Tags – Built-in features allow
ongoing ADA compliance of your website
• Design Essentials® – Tools that allow your staff to
build, modify, and manage your website’s look within
the design and structure parameters of your website
• Link Redirects – Instead of sending your users to
http://civicplus.com/248/Awards-and-Recognition,
you can send them to http://civicplus.com/awards
• Live Edit – See where your information will be
posted on a page before you make any changes
with our WYSIWYG editor and drag-and-drop tools
• Maps – Easily embed maps from Google, ESRI, and
more using the HTML widget
• Mega Menu – A main navigation menu makes it
easy to get to any page on your website quickly
• Predictive Site Search – Our powerful site search
functionality automatically indexes all content making
it easy for visitors to find information across pages,
documents, and images
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PAGE 10
• Site Search Log – All search words are kept in a log
• Printer Friendly – Separates critical content from
the website template to provide a clean print without
menu structure and banner information included
• Real Simple Syndication (RSS) Feeds – Allow
patrons to sign up to receive email notifications
• Responsive Design – With responsive design, your
website adjusts to the screen size regardless of
what device is being used, providing a seamless
user experience
• Social Media – Set various modules to automatically
post to your Facebook and/or Twitter feeds and
incorporate compatible social media feeds and
widgets into your website
• Supported Browsers – View your website in the two
most recent versions of major browsers including
Microsoft Edge, Firefox, Safari, and Chrome
• Third-Party Access – Utilize iframes, embeds, and/
or links to most of your third-party services. Or use
our growing list of APIs as well as options from Zapier to build applications right from your website
• Translation – Integration with Google Translate
translates web pages into over 100 languages
Accessibility Compliance
With over 20% of adults in the United States having
a disability, you need a website that conforms to all
residents. We provide highly compliant sites based on
WCAG 2.0 A and AA guidelines, which encompass and
surpass ADA accessibility requirements. This maximizes
accessibility for all users while providing freedom
to create a visually rich and appealing website. Our
approach for each website includes the following steps
to provide you a compliant and accessible website:
• We will deliver you a website that meet ADA (Section
508) and WCAG 2.0 A and AA levels.
• Your staff can use the Accessibility Checker within
the CMS to scan content in the editor widget, News
Flash, and FAQs for any accessibility issues so you
can correct them before publishing.
• Our trainers will teach your staff best practices to
keep your content and design elements accessible
and up-to-date with the latest ADA/WCAG
standards.
• Any new regulations that require code changes
are done automatically, at least quarterly, with no
additional effort required from you.
• In addition to updating the code, our product team
also updates our best practices and provides regular
updates to customers via our CivicPlus website, blog
articles, webinars, and other publications.
AudioEye Partnership
CivicPlus also partners with AudioEye to provide a suite of accessibility tools and services at a discounted rate to our customers. Additional details and a quote can be provided upon request.
“It’s extremely easy for nontechnical
users to use, giving them confidence
early on. The modules are well-thought-
out for use by a government entity.
That’s extremely helpful – you wouldn’t
get that with an off-the-shelf, generic
CMS.”
— Angie Kilbourne, Web Content Specialist for
Irving, Texas
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3. CivicPlus (August 31, 2022) Response to City of Wildomar Request for Qualifications (August 16, 2022) on next page.
211
From: Michaela Cooper
To: Janet Morales
Cc: Solomon Grover
Subject: Website Design and Hosting RFP
Date: Tuesday, August 30, 2022 11:53:29 AM
Attachments: CivicPlus RFQ Response - Proposal 1. Scope of Work.pdf CivicPlus RFQ Response - Proposal 2. Price Quote for Year 1.pdf CivicPlus RFQ Response - Proposal 3. Quote for Years 2-5.pdf [The e-mail below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin.]
Ms. Morales,
On behalf of Solomon Grover, Account Executive for CivicPlus, attached please find our proposal in response to the RFQ for Website Design and Hosting. We believe we have developed an exciting solution to meet your needs and look forward to talking with you in more detail how CivicPlus can achieve your vision.
Please respond to this email to confirm that you have received our proposal and are able to view it.
Any further communication regarding our response should be directed to Solomon at [email protected] or (785) 222-4856.
Thank you for your consideration.
Sincerely,
Michaela Cooper
Proposal Specialist • CivicPlus
civicplus.com
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WEBSITE DESIGN & WEBSITE HOSTING
Presented by | Solomon Grover, Account Executive
City of Wildomar, California
1. SCOPE OF WORK
213
civicplus.com | 302 South 4th Street, Suite 500 | Manhattan, KS 66502 | 888.228.2233 August 31, 2022
Janet Morales, City Clerk
Wildomar City Hall
23873 Clinton Keith Rd., Suite 110
Wildomar, CA 92595
RE: Website Design & Website Hosting
Dear Ms. Morales and Selection Committee:
Every interaction between a member of your community and your local government is an opportunity to create a positive civic experience. At CivicPlus, LLC (CivicPlus), our mission is to help make local governments work better.
To do that, we build technology solutions to empower you and your staff to create digital interactions that are personalized, frictionless, and expedited.
With the CivicEngage Central (CivicEngage) content management system (CMS) Wildomar won’t simply be getting a website—you’ll also obtain the tools to build a trusted and long-term relationship between you and your residents.
By partnering with CivicPlus, you’ll receive:
• Responsive design that is available to your residents from anywhere on any device • Comprehensive suite of modules and tools tailored to the functionality you need most • Guaranteed redesign after four years of service to keep your website fresh and innovative • Hands-on migration of existing content by our team of experts • 24/7/365 emergency support with secure hosting and maintenance Your new website will be developed on the most robust and flexible CMS available. CivicEngage is an easy-to- use suite of cloud-based tools built specifically for local government. You’ll be able to inform and empower your residents and staff in more efficient ways.
I welcome the opportunity to discuss our proposed solution for Wildomar and answer any questions you may have about partnering with CivicPlus.
Sincerely,
SOLOMON GROVER
Account Executive
[email protected]
P: 785.222.4856 |M: 864.752.8897
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Table of Contents
1 Company Overview
2 Project Plan
3 Minimum Requirements
7 Features & Functionality
13 Your CivicEngage Team
14 Team Leaders
15 Ultimate Project Timeline
16 Ultimate Implementation
19 Technical Support & Services
21 Hosting & Security
22 Examples of Previous Work
24 Examples of Websites
26 Proposed Changes to
Professional Services Agreement
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PAGE 1
At CivicPlus, we have one goal: to empower the public
sector to accomplish impactful initiatives using innovative solutions that save them time while connecting them to
the residents they serve. We began in 1998 when our
founder, Ward Morgan, decided to focus on helping local governments work better and engage their residents
through their web environment. CivicPlus continues to
implement new technologies and services to maintain the highest standards of excellence and efficiency for our
customers, including solutions for website design and
hosting, parks and recreation management, emergency
and mass communications, agenda and meeting
management, 311 and citizen relationship management,
codification, and licensing and permits.
Our commitment to deliver the right solutions in design and development, end-user satisfaction, and secure
hosting has been instrumental in making us a leader in
government web technology. We consider it a privilege
to partner with municipal leaders and provide them with solutions that will serve their needs today and well into the future.
Company Overview
Contact Information
Solomon Grover
Account Executive
E: [email protected]
P: 785.222.4856
Primary Office
302 S. 4th Street, Suite 500
Manhattan, KS 66502
Toll Free: 888.228.2233 | Fax: 785.587.8951
civicplus.com
11-time Inc.
5000 Honoree
govtech.com/100
Recognition
Recognized with
multiple, global
Stevie® Awards
for sales and
customer service
excellence
Technical Support
20+ Years
12,000+ Customers
900+ Employees
Experience
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PAGE 2
Project Plan
Content
Management
System
• Streamline your processes and add self-service options to reduce calls and walk-ins with our easy-to-use CMS specifically designed for local government.
• Provide access to your website from any device, screen size, and orientation with a responsive and optimized design.
• Ensure your residents can access information with a website that is highly compliant with the accessibility standards outlined within Section 508 and WCAG Level A & AA at go live.
Implementation
• Rely on a dedicated team of industry experts as they guide you through implementation.
• Lean on your consultant as they evaluate your specific needs and make recommendations for solutions to meet your goals.
• Collaborate with your art director to develop a design that captures your community’s unique brand.
• Enhance your content for usability and accessibility with intuitive navigation as our Content Development Team performs a hands-on migration of content, documents, and images to your new website. • Participate in personalized education led by a CivicPlus trainer so you can confidently update your website long after launch.
Hosting,
Security, &
Support
• Maintain peace of mind with an enterprise-level hosting environment monitored 24/7/365 and backed by a guaranteed 99.9% uptime (excluding maintenance).
• Access your website from nearly any device with an internet connection with our cloud-based solution.
• Reach out to our award-winning, in-house Technical Support Team available via chat, phone, and email with your questions or access self- service tutorials and user guides on the CivicPlus Help Center 24/7/365. • Receive continuous system updates to keep your system running at the optimal capacity.
• Partner with your customer success manager who will help you use the tools and products CivicPlus offers to create an ongoing strategy to better engage your residents.
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PAGE 3
Minimum Requirements
Functionality Response/Explanation
Agenda Management – We currently
use Granicus to upload existing, create
new, categorize, approve, and manage
agendas, and display published date
for each. The new website vendor must
be able to integrate seamlessly with
Granicus
The CivicEngage Central platform is very user friendly. It allows technical and non-technical people alike to create and edit content.
You may work with any outside vendors you choose. Your systems administrator may grant access through the use of permissions.
Integrating with 3rd party services can be done through links, iframes or API’s.
Alerts & Notifications - Display alerts
prominently on website with notifications
sent via email and text messaging
to subscribers; with opportunity to
display alerts on various pages, not just
homepage
CivicEngage Central includes the Alert Center module which will show a banner at the top of all your pages, just a department and its pages, or just the home page. Site Visitors can subscribe to those alerts by way of email and/or text message in NotifyMe. In addition, you can also create a “splash screen” that is completely customizable.
Browser Based Administration - Update,
delete and create content from any
device with internet access
As a Software as a Service (SAAS) provider, CivicPlus Engage is completely browser based for editing.
Calendar - Update/publish calendars
for departments/divisions with a main
calendar to display all events
Included in CivicEngage Central is the Calendar Module that provides this functionality.
Cloud Capable – City staff should be
able to easily upload to content manager
using the cloud
Yes, Documents are uploaded into the cloud hosted document center and assigned a unique URL.
Content Scheduling - Set dates for
content to automatically publish and
expire
Material throughout the entire system can be set to auto-publish or unpublish (expire) or it can be manually retired. When an author creates content with a future publish or unpublish date the process of approving their content also approves the future publish and unpublish dates.
Departmental Home Pages - Ability for
departments to have dedicated pages
within the site that follow the same
design as the other interior pages
Yes, this is a functionality of the CivicEngage CMS.
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PAGE 4
Directories with Contact Information -
Ability to allow residents to search for
department information, including, but not
limited to, phone number, email address,
and link to department home page
CivicEngage Central includes the Staff Directory module.
Document Center - Upload/download
capability for files up to 1GB, back-end
ability to search within published and
unpublished documents
Assets are managed within the Document Center allowing for a variety of file types, including PDFs, spreadsheets, pictures, video files, sound clips and more. Entire list of supported file types are listed here https:// www.civicengage.civicplus.help/hc/en-us/articles/115004786013- Supported-File-Types-for-Upload. Levels of Rights can be used to set whether these are viewable to the public or require login, and if restricted, what groups can access or edit the assets.
E-Notifications - Electronic subscription,
scheduled notifications for email and
SMS
Included with CivicEngage is Notify Me that supports this functionality.
Facility Management - Listings with
maps, filtered search, and reservation
capability
CivicEngage Central includes both an Activities and Facilities module.
Forms – Allow for designated staff to
create custom forms for public use on
necessary pages
CivicEngage Central includes a Form Center that allows for online submission of requests. Within the form itself you can dictate where the submission goes. Citizen Request Tracker, also included, can provide notifications to the submitter as the request moves through its process.
Frequently Asked Questions - Ability to
categorize FAQs by department or by
page
CivicEngage Central includes the FAQ module with this functionality.
Icons – Library of monochromatic icons
with transparency for content editors
to display on web pages with regular
updates to conform to the latest versions
of Font Awesome (or equivalent) open-
source icons
Icons and graphic buttons are created and provided during implementation. Once the site is live you will have the ability to add/ modify/delete as you wish including uploading icons from third party sites.
Intranet/Extranet - Restrict pages by
login, with ability to remove login entry
point from all pages, except a specified
Login Page
Yes, all of our modules can be used internally. They would have to create a category in the module, then select the permission level to be visible to Intranet only.
Once that’s done, only employees with a username and password will be able to access it.
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Live Edit - Add, edit and move content
directly on the front end of the site
without the need to utilize or be trained in
writing HTML or CSS code
The CivicEngage Central WYSIWYG editor allows non-technical users the ability to easily update any portion of your website instantaneously with text editing tools similar to Microsoft Word and simple drag-and- drop functionality. The CivicEngage Central CMS makes it easy to add new content, edit old content, and keep page layout consistent through use of our WYSIWYG editor. The page content creation functionality is separate from the overall design of the site; the content will reflect font sizes and styles associated with the various heading levels and content types. HTML tags are automatically added as widgets or modules are dropped into any page.
A table widget is always accessible to be added from the widgets tab in the Live Edit interface, which then offers options for header text, header style, table size, captions, alternating row colors and more. An image widget is similarly managed. The Quick Links Module allows you to place links to related and often-requested information directly on the page of your choice. The entire collection of these links is contained within the actual module, and is unlimited in the amount of categories and links that you can provide to your users. The links can be to interior pages of your website, to documents and forms, or to outside websites. You can organize the links by category or item and can set them up to auto-publish and unpublish. Spellchecking can be run on all text through the Editor widget.
Multilingual Support - Using Google
Translate or similar
Google Translate is provided a widget you may add to your site.
News & Announcements - Post news
releases or updates dynamically to
relevant pages based on category
Included with CivicEngage Central is the News Flash Module that supports this functionality.
Icons – Library of monochromatic icons
with transparency for content editors to
display on web pages
Icons and graphic buttons are created and provided during implementation. Once the site is live you will have the ability to add/ modify/delete as you wish including uploading icons from third party sites.
Image Center - Store images in a central
location on website
All content housed on the site is stored with the CivicEngage Central Platform. Content architecture is determined by content type and use.
There is an archive center, document center and image repositories.
The content can be placed in to folder and subfolders by the user.
Printable Pages - Print-friendly function
Our printer friendly functionality does more than simply call the browser’s print command – it separates the critical content from the template so as to give a clean presentation without the menu structure and banner information.
Rotating Photos/Banners - Slideshow
capabilities
CivicEngage Central includes slideshow functionality that can be placed on any webpage.
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RSS Feeds out - Registration by
Department or Category
There is a single RSS feed for all pages. Modules have separate feeds for each category.
Sharing Capability - Links to share
content via email and social media on
every page
Site tools allow for sharing and printing - it can be added to every page. Information within modules such as news articles, events, etc. can be shared as well.
Site Search - Internal site search engine
and log of search terms
Included with CivicEngage Central is an advanced search feature.
This allows users to select a content type to search along with all other advanced search features to narrow down the results.
Site Statistics - Analytics and site audit
reports
Google Analytics is provided for your site’s analytics.
Sitemap & Breadcrumbs - Automatically
generated and updated sitemap and
Breadcrumbs
When a user visits your site, Dynamic Breadcrumbs are used to show their location within the website. Breadcrumbs are automatically generated by the CivicPlus system. This feature assists a site visitor in understanding the site structure and navigation. A dynamically generated site map automatically updates itself to your menu system, so if a menu item is renamed, moved added or deleted in your navigation, the site map and breadcrumbs will reflect those changes.
Social Media Interface - Display social
media feeds
CivicPlus understands the importance of utilizing social networking sites like Facebook, Instagram, and Twitter to help governments connect with their residents in unique and innovative ways. From your existing community-centric pages on Facebook to real-time Twitter feeds that can deliver emergency alerts, we are dedicated to helping our customers integrate their web content into the most dynamic social media sites.
CivicPlus can sync your website to your Facebook, Instagram, and Twitter profiles to automatically publish news, notices, and calendar events on Facebook with a link to your website for more information.
Twitter integration also offers a way to distribute information quickly and effectively.
Other social networking sites (such as LinkedIn, YouTube, Tik-Tok, etc.) can be featured on your website and included as links to your profile on those websites. Third-party sites that offer embed options for use within an iFrame can also be supported.
Structure/Template – Provide page
templates and design structures for
differing page levels
By default your site will come with 3 separate layouts (Home Layout, Interior Layout and Simple Layout). Within these layouts you can update and modify the banner and graphic elements independently from one another. Design Center Pro provides additionally flexibility and design capabilities.
Video Upload & Display – Must be able to
display videos with captioning, uploaded
by authorized content editors
CivicEngage Central includes the Custome HTML widget that allows for this.
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Features & Functionality
The CivicEngage Central (CivicEngage) content
management system (CMS) is robust and flexible with all the features and functionality you need today and in the future. Developed for municipalities that need to update their website frequently, CivicPlus provides a powerful government content management structure and website
menu management system. The easy-to-use system
allows non-technical employees to efficiently update any portion of your website.
Each website begins with a unique design developed
to meet your specific communication and marketing goals, while showcasing the individuality of your community.
Features and capabilities are added and customized as necessary, and all content is organized in accordance with web usability standards.
Modules & Widgets
Resident Engagement
CivicEngage offers several effective and easy-to-use
resident engagement features. These tools easily
integrate with the other key features.
• Alert Center – Post emergency or important
information on your website and notify residents
via email and SMS
• Blog – Post opinions/information about various
community topics and allow resident comments
and subscriptions
• Calendar – Create multiple calendars and events
to inform residents of upcoming activities that are
viewable by list, week, or month
• Citizen Request Tracker (CRT) – Allow users
to report a problem and provide follow-up
communication with the point of contact (includes
five user licenses & 10 request types)
• Community Voice – Interact with residents about
projects in your community
• My Dashboard – Allow users to personalize their
dashboard to stay updated on news, events, and
information they care about
• News Flash – Post organizational news items that
are important to your residents
• Notify Me® – Send out SMS messages and mass
emails to list subscribers (includes up to 500 SMS
users)
• Splash Screen – A pop-up window that easily
communicates critical local news, information, and
alerts to your residents the moment they arrive on
specified pages of your website
“I’m confident that any service our residents
need can now be found in one to two clicks.”
— Lana Beck, Government Relations and
Communications Administrator for Pinellas Park,
Florida
CivicEngage CMS
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Document Management
CivicEngage comes fully-equipped with a robust set of
document management tools that work with other key
features of our CMS, making it easy to build dynamic
content that is easy for residents to navigate and
access.
• Agenda Center – Create and display agendas and
minutes for various civic organizations
• Archive Center – Store agendas, minutes,
newsletters, and other data-driven documents
• Document Center – Organize and house
documents in one central location
• Form Center – Create custom, online forms via
simple drag-and-drop functionality, receive
notifications via email, and track within the CMS
• Photo Gallery – Store and display photos
• Staff Directory – Share detailed contact
information for your staff and offices
Information & Navigation
Organize your content and pages to make it easy to
locate the information you and your residents need
most with modules that help you update information
quickly.
• Frequently Asked Questions (FAQs) – Answer the
most frequently asked questions to reduce phone
and foot traffic for staff
• Graphic Links – Place graphics on your website as
links to other pages
• Info Advanced – Display important information on
pages in a compact and easy-to-update module
that provides detailed formatting
• Quick Links – Place links to often-requested
information directly on the page of your choice
Department-Specific
There are several function-specific features and
modules for government departments. These tools
are integrated into the CivicEngage CMS and offer the
ability to complete multiple steps in one action.
• Activities – Create, organize, and track activities
• Facilities & Reservations – Showcase community
facilities and allow reservations online
• Job Postings – Post available jobs online and
accept online applications
• Bids – Post sortable and subscribable bids
Helpful Widgets
Widgets help your staff visually organize content on
your website and tailor the look to meet the page’s
needs. A few of the most helpful widgets are:
• Carousel Widget – Group and display widgets in
one location with arrow navigation functionality
• Custom HTML Widget – Embed videos or other
HTML features in your page
• Editor Widget – Edit text with word processing
tools, plus web tools like code view and the
Accessibility Checker
• Form Center Widget – Embed simple forms on a
page
• Image Widget – Add images to a page
• Related Documents Widget – Create a dynamic list
of documents referenced in the Document Center
• Share Widget – Add a share button to your page so
residents can share content to their social media
• Slideshow Widget – Add a slideshow of images
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Administrative Features
The administration of your CivicEngage website is browser based, with no installation of software needed. You’ll be able to update your website from an internet connection on any platform (Mac or PC). Administrators can control the access to pages and manipulation of content as well as use automated features to streamline processes. • Administrative Dashboard – A home base for
messages and quick access to your recent
activities and time-sensitive action items such as
pending approvals and expiring items
• Content Scheduling & Versioning – Set your
content to auto-publish and auto-expire, with
an archive of all published content and previous
versions
• Dynamic Breadcrumbs & Site Map – Breadcrumbs
(used to show a visitor’s location within the
website) and the site map are dynamically
generated and automatically update reflecting any
changes made
• Dynamic Page Components – Modules such as
Calendar, FAQs, and News Flash, may be included
as dynamic page components on any page
• History Log – Track changes made to your website
• Intranet – Use permissions to set a secure location
on your website that allows employees to login and
access non-public resources and information
• Levels of Permissions – Assign staff members
to groups with different levels of permissions of
access and authority throughout the CMS
• Pending Approval Items – Administrators have
access to a queue of pending items to be published
or reviewed
• Website Statistics – Provided website analytics for
analysis
User-Friendly Features
Not only is CivicEngage easy for your staff to use, various administrative features help make a more attractive,
engaging, and intuitive website for your community.
• Automatic Alt Tags – Built-in features allow
ongoing ADA compliance of your website
• Design Essentials® – Tools that allow your staff to
build, modify, and manage your website’s look within
the design and structure parameters of your website
• Link Redirects – Instead of sending your users to
http://civicplus.com/248/Awards-and-Recognition,
you can send them to http://civicplus.com/awards
• Live Edit – See where your information will be
posted on a page before you make any changes
with our WYSIWYG editor and drag-and-drop tools
• Maps – Easily embed maps from Google, ESRI, and
more using the HTML widget
• Mega Menu – A main navigation menu makes it
easy to get to any page on your website quickly
• Predictive Site Search – Our powerful site search
functionality automatically indexes all content making
it easy for visitors to find information across pages,
documents, and images
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• Site Search Log – All search words are kept in a log
• Printer Friendly – Separates critical content from
the website template to provide a clean print without
menu structure and banner information included
• Real Simple Syndication (RSS) Feeds – Allow
patrons to sign up to receive email notifications
• Responsive Design – With responsive design, your
website adjusts to the screen size regardless of
what device is being used, providing a seamless
user experience
• Social Media – Set various modules to automatically
post to your Facebook and/or Twitter feeds and
incorporate compatible social media feeds and
widgets into your website
• Supported Browsers – View your website in the two
most recent versions of major browsers including
Microsoft Edge, Firefox, Safari, and Chrome
• Third-Party Access – Utilize iframes, embeds, and/
or links to most of your third-party services. Or use
our growing list of APIs as well as options from Zapier to build applications right from your website
• Translation – Integration with Google Translate
translates web pages into over 100 languages
Accessibility Compliance
With over 20% of adults in the United States having
a disability, you need a website that conforms to all
residents. We provide highly compliant sites based on
WCAG 2.0 A and AA guidelines, which encompass and
surpass ADA accessibility requirements. This maximizes
accessibility for all users while providing freedom
to create a visually rich and appealing website. Our
approach for each website includes the following steps
to provide you a compliant and accessible website:
• We will deliver you a website that meet ADA (Section
508) and WCAG 2.0 A and AA levels.
• Your staff can use the Accessibility Checker within
the CMS to scan content in the editor widget, News
Flash, and FAQs for any accessibility issues so you
can correct them before publishing.
• Our trainers will teach your staff best practices to
keep your content and design elements accessible
and up-to-date with the latest ADA/WCAG
standards.
• Any new regulations that require code changes
are done automatically, at least quarterly, with no
additional effort required from you.
• In addition to updating the code, our product team
also updates our best practices and provides regular
updates to customers via our CivicPlus website, blog
articles, webinars, and other publications.
AudioEye Partnership
CivicPlus also partners with AudioEye to provide a suite of accessibility tools and services at a discounted rate to our customers. Additional details and a quote can be provided upon request.
“It’s extremely easy for nontechnical
users to use, giving them confidence
early on. The modules are well-thought-
out for use by a government entity.
That’s extremely helpful – you wouldn’t
get that with an off-the-shelf, generic
CMS.”
— Angie Kilbourne, Web Content Specialist for
Irving, Texas
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Credit Card Processing
CivicPlus Pay (Pay) is our integrated, secure, PCI-
compliant, utility application. Local governments
can use Pay within many of our solutions to enable
seamless payment capabilities.
Pay acts as the connector to facilitate a transaction
between the CivicPlus solution and the selected
payment gateway. Pay offers integrations with several
common payment gateways to provide flexible
payment solutions. CivicPlus has partnered with
several integrated gateways to enhance the customer
experience through a streamlined relationship between
the CivicPlus solution and the gateway that processes
the payments.
If a partner payment gateway is utilized by Wildomar,
CivicPlus can assist with the facilitation, set-up,
support, and troubleshooting services. Pay can also
integrate with many other supported gateway providers
in addition to our partner network, on a more limited
fashion, to assist you in developing a successful
system. Additional details on our approved partner
network and other supported gateway providers is
available upon request.
To utilize any of the approved gateways, an agreement
will need to be executed directly between Wildomar
and the vendor, that will assess separate merchant
account and transaction fees. Additional information
can be provided upon request.
Because EMV and Card-Swipe devices are encrypted
specifically for individual payment gateways, you’ll
need to procure any required devices directly from your selected gateway provider for either purchase or rent.
We are happy to assist in your procurement of such
devices.
Video Banner
A video banner is a cost-effective way to bring a
different and appealing visual look to specific pages
or departments. Included in Wildomar’s project is one
video banner.
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The Civic Experience Platform
Developed specifically to enable municipalities to
deliver consistently positive interactions across every department and every service, the Civic Experience
Platform includes technology innovations that deliver
frictionless, one-stop, and personalized resident
interactions. Local governments that leverage our Civic Experience Platform also benefit from:
• Single Sign-On (SSO) to all of your CivicPlus
products supporting two-factor authentication and
PCI Level password compatibility
• A single dashboard and toolbar for administrative
access to your CivicPlus software stack
• Access to a continually growing and fully
documented set of APIs to better connect your
administration’s processes and applications
• A centralized data store with robust data
automation and integration capabilities
CivicPlus Portal
The CivicPlus Portal is the ideal addition to your
website to create personalized, one-stop access for
your residents to obtain information, resources, and
interact with your municipality.
By allowing residents to build a customizable
dashboard with quick links to the pages and services
on your website that they use most frequently, they’ll
be more likely to conduct regular revenue-generating
business with your municipality, and your staff will
benefit from reduced phone calls, walk-ins, and emails.
Resident Benefits
• Anytime, anywhere access to digital resident
services
• One username and password or convenient
social sign-on to access and interact with all your
CivicPlus solutions
• A personalized dashboard that provides link cards
to the services they use most frequently
Administrator Benefits
• A low-maintenance tool that increases
accessibility, access, transparency, and trust with
residents
• Reduced phone calls, walk-ins, and emails from
residents searching for information
• Opportunities to increase revenue and foster civic
participation
Integration Hub
Integration Hub is a tool that can help you unify your
disparate cloud-based solutions and your CivicPlus
solutions, assemble powerful workflows, and setup
complex automations—without the need for a
developer.
With Integration Hub’s easy-to-use drag-and-drop
interface, non-technical users can build integrations for syncing content and data between CivicPlus solutions
or with third parties (for an additional fee) without the need for a developer.
The possibilities are endless with Integration Hub, but here are a few examples of integrations you can create
with CivicEngage today:
• An integration that will take a News Flash update in
a specific category and immediately post it to the
Alert Center
• An integration that will push a new Calendar Event
to post directly in the News Flash module
The Integration Hub will reduce the amount of manual
work your staff needs to do in the course of their daily work. It saves valuable time by automating your most
time-consuming manual workflows.
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Your CivicEngage Team
From project management to design and development to training and support, a project team will assist you throughout the development process to ensure your project’s success and your complete satisfaction. Based on our years of experience administering projects, it has become our policy to assign individual team members at the project start. This way we can be sure they will be available to begin your project immediately and work directly with you throughout the entire process. As such, we do not provide names or resumes of team members during the RFQ process. Rest assured that your project team, once assigned, will deliver the attention and effort you need and deserve to create a website that achieves your vision of success. • Project Manager – Provides communication,
establishes project plan, schedules project
resources, facilitates project tasks, ensures
requirements are met according to scope
• Consultant – Examines current state,
recommends solutions to challenges, provides
actionable steps for implementation
• Art Director – Establishes vision for website
design, collaborates with graphic design team
to create website design to meet your needs,
coordinates design application to functioning
website
• Web Content Specialist – Guides content
development process, ensuring application of
best practices for usability and accessibility
• Trainer – Educates your team to use the
CivicEngage CMS, demonstrates effective use
of tools and functionality
Wildomar’s
Project Team
Customer Success
Manager
(assigned at Go Live)
Technical Support
After Website
Go Live
Project Manager
Consultant
Art Director
Web Content
Specialist
Trainer
228
CONFIDENTIAL | PAGE 14
Team Leaders
Our expert project leaders will coordinate qualified specialists who will work directly with you throughout your project development and beyond.
MILLARD ROSE – VICE PRESIDENT/GENERAL MANAGER OF
CIVICENGAGE
Millard brings over 20 years of experience in the government software industry, with over 17 of those specifically working with government websites. He oversees the strategic direction and day-to-day management of our website design and hosting solution, which support thousands of customers of all sizes and government sectors.
ADAM BLOCK – SENIOR DIRECTOR OF PROFESSIONAL SERVICES
Adam oversees the teams responsible for creating your CivicEngage website to ensure you are satisfied with your end product and implementation experience. This includes our implementation team managers, project managers, art directors, web content specialists, and resource teams.
JEREMY WILSON – SENIOR DIRECTOR OF CUSTOMER SUCCESS
Upon launch of your website to the public, Jeremy will assign a customer success manager to your account. Your dedicated customer success manager will partner with you to create an ongoing strategy to better engage your residents by utilizing the tools and products that CivicPlus has to offer.
JIM FLYNN – DIRECTOR OF INFORMATION SECURITY
Jim has been with CivicPlus since 2009 and uses his over 20 years of IT and security data management experience to manage the security and hosting reliability for our thousands of customers. Jim has been at the forefront of cybersecurity strategy and leadership, protecting local governments from the continually evolving cyber threats that exist today. 229
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Design creation, content development, professional consulting, configuration for usability and accessibility, dedicated training—CivicPlus delivers all of this and more during the development of your new website.
A typical ultimate project ranges from 16 – 28 weeks. Wildomar’s exact project timeline will be created based on detailed project scope, project enhancements purchased, availability for meeting coordination, action item return and completion, approval dates, and other factors. Your project timeline, tasks, due dates, and communication will be managed and available in real-time via our project management software, Cloud Coach.
Ultimate Project Timeline
Initiate
TWO TO FOUR WEEKS
• Project Kickoff Meeting
• Planning & Scheduling
Analyze
FOUR TO SIX WEEKS
• Customer Deliverable Submission
• Consulting Engagement
• Design Discovery Meeting
• Content Process Meeting
• Mood Board & Layout Proposal
Design & Configure
SIX TO TEN WEEKS
• Design Concept Development
• Design Concept Meeting
• Content Development
• Agendas & Minutes Migration
• Website Completion
Optimize
ONE TO TWO WEEKS
• Website Finalization
Educate
ONE TO TWO WEEKS
• Training Engagement
Launch
TWO TO FOUR WEEKS
• Website Launch
1 PROJECT START
2 3
4 5
6 GO LIVE
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Communication & Management
Communication between you and your CivicEngage
team will be continuous throughout your project.
Sharing input and feedback through email, virtual
meetings, phone calls, and our project management
software will keep all stakeholders involved and
informed. Cloud Coach offers task management
transparency with a multi-level work breakdown
structure and Gantt Chart-based project plan.
• Centralized project communication and task
management tools are located in a cloud-based
project workspace
• Conversations are linked to files and tasks for easy
reference
• Tasks, deliverables, and milestones are aligned to
your specific scope of work
The tools available through Cloud Coach combined
with regular check-ins with your project manager
provide you ample opportunities to quickly and
efficiently review your project, check deliverables, and communicate feedback.
Align Consulting
Our consultants start with the philosophy that no
project can be successful unless all stakeholders
have a common definition of success. In this
consult, stakeholders discuss and establish goals
for implementing an enterprise software solution.
Stakeholders leave with an understanding of the
scope and resources required for implementation
and alignment on the strategic goals of the project.
The most successful implementations are those in
which all stakeholders—elected officials, department
representatives, project team, and residents
(optional)—take time to have the tough conversations
up front.
Objectives & Deliverables
With Align Consulting, your professional consultant will facilitate meaningful conversations with your team to:
• Outline the needs for all stakeholders and discuss
differing perspectives for the website project
• Establish collective goals for the project which
address needs from applicable departments,
external audiences, and staff
• Outline the scope of the project and review the
tasks, activities, roles and responsibilities required
to implement, launch and sustain an enterprise-
wide solution
Ultimate Implementation
“This was hands down the easiest
and most intuitive group I have
ever worked with for a website
redesign. Other website development
companies I have worked with do not
respond as quickly. My CivicPlus team
read my mind whenever I needed
something. Plus, our website’s launch
was flawless.”
— Nicole Smestad, Marketing Director for
Grand Forks, North Dakota Library
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Custom Layout Design
You’ll meet with your art director to discuss your
website vision and build your custom layout from
scratch. We will then collaborate with you to create a
custom design that represents your community. We will
focus on including the functionality to meet your
website needs, including an option for up to three
advanced design components—layout or design
elements that require significant time to style and
implement. Working with your art director, you will
identify the appropriate components to achieve or
enhance the usability goals for your website.
Mood Board & Layout Proposal
Your Project Team will present a custom mood board
reflecting the colors and imagery that will set the tone for your design. A mood board is a collection of colors and images used to align the visual direction of the
project.
This process involves conversing with your art director on the order, placement, and format of your homepage
content and design elements, aimed at achieving your
usability goals. Your preferences will be solidified into a homepage layout wireframe, which will provide the
structural blueprint for the visual design application.
Aligning project goals and design through the layout
proposal ensures a timely and efficient implementation
of your CivicEngage website.
Once approved, the mood board and layout proposal
will be used to guide the design concept for your
website.
Content Migration
Content Development
Our Content Development Team will migrate the agreed
upon number of pages of content (including their text,
documents, and images) from your current website
to your new website. Content will be enhanced for
usability and accessibility, and we will organize your
website pages to make them easy to navigate.
Agendas & Minutes Migration
The Content Development Team will download, upload,
and organize an agreed upon number of meetings to
the Agenda Center module.
Training
Our goal with your training plan is to give your staff the skills and tools they need to quickly and easily keep
your website current. Your trainer will deliver training sessions for both administrators and users. These
sessions will be customized to equip your staff with the knowledge and comfort level needed to prepare your
website for launch and maintain it in the future. The
training session will utilize your production website, so users are familiar with your specific configuration and you get real, hands-on learning opportunities.
In addition, your trainer will go into a deep-dive of
the department-specific software modules such as
Facilities and Activities with Parks and Recreation, Jobs with HR, and Bids with Procurement in your Advanced
User Training.
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Your Role
To help create the strongest possible website, we will need you to:
• Gather photos and logos that will be used in
the overall branding and design of your new
website
• Provide website statistics to be utilized in
reorganizing your website content, navigation,
and design (if available)
• Complete the Design Form to communicate
design preferences
• Provide technical information in the DNS form
for the set-up of your website domain name(s)
• Perform reviews and provide official approvals
throughout the project
• Update the content on your current website
and delete any pages you no longer need
• Track website updates to be completed during
your training session
• Ensure you have the most up-to-date web
browsers installed on your organization’s
computers
• Compile a list of your website users and
desired permission levels
• Reserve training location and necessary
resources (computers, conference phone, etc.)
Four-Year Redesign
At CivicPlus, we understand trends change daily and we
continually analyze different ways to design our websites— making it easier and more user friendly for your residents to navigate. One of our best practices to help keep up with these new trends is by adding a four-year redesign to your project.
Unlike other vendors, our redesigns aren’t just changes in the colors or some of the buttons as your staff can do that independently. With a CivicPlus recurring redesign, you can receive a completely brand-new website design and layout after every four years of continuous service during our partnership. During the redesign, you’ll also receive a quality control review to ensure content is as expected with the new design application (although no changes will be made to the content itself). With this new design, you’ll stay up to date with current trends and best practices, providing a welcoming yet familiar virtual hub to engage your community.
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• Total Tickets – 103,759
• Average Chat Response – 3:48 Minutes
• Average Phone Response – 7:57 Minutes
• Customer Satisfaction Score – 95.7%
• Solved in One Touch – 71.2%
2021 Support Metrics
Technical Support & Services
Around-the-Clock Support
With technology, unlimited support is crucial. Our
live technical support engineers based in the United
States are ready to answer your staff members’
questions and ensure their confidence.
CivicPlus’ support team is available 7 a.m. – 7
p.m. CST to assist with any questions or concerns
regarding the technical functionality and usage of
your CivicEngage website.
CivicPlus Technical Support will provide a toll-free
number, online chat support, as well as an online
email support system for users to submit technical
issues or questions. If the customer support specialist is unable to assist with the question or issue, the
three-tier escalation process will begin to report
issues to our product engineering team for resolution.
Emergency technical support is available 24/7 for
designated, named points-of-contact, with members
of CivicPlus’ support teams available for urgent
requests.
The CivicPlus Help Center
CivicPlus customers have 24/7 access to our online
Help Center where users can review articles, user
guides, FAQs, and can get tips on best practices.
Our Help Center is continually monitored and
updated by our dedicated Knowledge Management
Team to ensure we are providing the information
and resources you need to optimize your solution.
In addition, the Help Center provides our release
notes to keep your staff informed of upcoming
enhancements and maintenance.
CivicPlus has been honored with one Gold
Stevie® Award, two Silver Stevie® Awards, and
four Bronze Stevie® Awards in the categories
of Front-Line Customer Service Team of
the Year – Technology Industries, Customer
Service Training or Coaching Program of
the Year – Technology Industries, Customer
Service Department of the Year – Computer
Software – Up to 100 Employees, and Most
Valuable Response by a Customer Service
Team (COVID-19).
The Stevie Awards are the world’s top honors
for customer service, contact center, business
development, and sales professionals.
Award-Winning
• Technical support engineers available
7 a.m. – 7 p.m. (CST) Monday – Friday
(excluding holidays)
• Accessible via phone, email, and live chat
• 4-hour response during normal hours
• 24/7 emergency technical support for
named points of contact
• Dedicated customer success manager
• Online self-service help with the CivicPlus
Help Center (civicplus.help)
Technical Support
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ENGAGEXCHANGE
The ENGAGEXCHANGE is an online community and
the central hub of ideas, guidance, tips, advice, and
more for our CivicEngage customers. It reflects our
commitment to:
• Connection – Customers can connect with
their peers to ask questions, discover solutions,
share ideas, and join focus groups and beta
opportunities.
• Direction – Customers will have the opportunity
to provide targeted input on the future direction
of the CivicEngage roadmap and will be able to
submit ideas for improvements and enhancements.
Continuing Partnership
We won’t disappear after your website is launched.
You’ll be assigned a dedicated customer success
manager. They will partner with you by providing
information on best practices and how to utilize the
tools of your new system to most effectively engage
your residents.
Maintenance
CivicPlus is proactive in identifying any potential
system issues. Through regularly scheduled reviews of
site logs, error messages, servers, router activity, and the internet in general, our personnel often identify and correct issues before they ever affect our customers’
web solutions. Our standard maintenance includes:
• Full backups performed daily
• Regularly scheduled upgrades including fixes and
other enhancements
• Testing
• Development
• Operating system patches
“It’s your people that make you good at
what you do. Every time I call my Customer
Success Manager, it seems like he
drops everything to help me. If I contact
the Technical Support Team, they are
right there to answer my questions and
get it figured out. I’ve always had very
responsive experiences when I’ve reached
out to CivicPlus. I’ve worked with some
great customer service reps at CivicPlus,
and it’s that relationship that matters.”
— Jean Carder, Communications Coordinator
for Louisburg, Kansas
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Hosting & Security
CivicPlus protects your investment and takes hosting and security of our customers’ websites seriously. Redundant power sources and internet access ensure consistent and stable connections. You’ll find that our extensive, industry-leading process and procedures for protecting and hosting your website are unparalleled. From our secure data center facilities to constant and vigilant monitoring and updating of your system, including 99.9% guaranteed up-time (excluding maintenance).
If you experience a DDoS attack or threat, CivicPlus has mitigation and DDoS Advanced Security options available to you at the time of an event. Whatever your needs are we have an option that will be a fit for your community.
Data Center Bandwidth
• Highly reliable data center & secure facility
• Managed network infrastructure
• On-site power backup & generators
• Multiple telecom/network providers
• Fully redundant network
• System monitoring − 24/7/365
• Multiple network providers in place
• Unlimited bandwidth usage for normal business
operations (does not apply in the event of a cyber
attack)
• Burst bandwidth − 22 Gb/s
Hosting
• Automated CivicEngage software updates
• Server management & monitoring
• Multi-tiered software architecture
• Server software updates & security patches
• Database server updates & security patches
• Antivirus management & updates
• Server-class hardware from nationally recognized
provider
• Redundant firewall solutions
• High performance SAN with N+2 reliability
Disaster Recovery
• Emergency after-hours support, live agent (24/7)
• On-line status monitor by Data Center
• 8-hour guaranteed recovery TIME objective (RTO)
• 24-hour guaranteed recovery POINT objective
(RPO)
• Pre-emptive monitoring for disaster situations
• Multiple, geographically diverse data centers
DDoS Mitigation DDoS Advanced Security Coverage
• Defined DDoS Attack Process
• Identify attack source and type
• Monitor attack for threshold* engagement
Not Included.
Additional coverage available at time of event.
Additional fees will apply.
*Thresholds: Traffic exceeds 25 Mb/s sustained for 2+ hours. Traffic over 1 Gb/s at any point during attack 236
CONFIDENTIAL | PAGE 22
Napa, California
cityofnapa.org
JAINA FRENCH
Community Relations & Media Manager
E: [email protected]
P: 707.758.7843
Dublin, California
dublin.ca.gov
SHARI JACKMAN
Communications Manager
E: [email protected]
P: 925.556.4555
Examples of Previous Work
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CONFIDENTIAL | PAGE 23
Fountain Valley,
California
fountainvalley.org
DANIEL CHANG
IS Technician
E: [email protected]
P: 714.593.4400 x 187
Scotts Valley,
California
scottsvalley.org
CATHIE SIMONOVICH
City Clerk
E: [email protected]
P: 831.440.5600
Yorba Linda, California
yorbalindaca.gov
GEOFF SPENCER
Communications Director
E: [email protected]
P: 714.961.7110
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PAGE 24
Examples of Websites
Ultimate Package Design Portfolio
The included design portfolio will provide you with an idea of the different directions we can take your creative design with the ultimate implementation package. Please note that not all parties listed have agreed to be contacted for reference.
Greenville, South Carolina
greenvillesc.gov
Montgomery County, Pennsylvania
montcopa.org
Port Orange, Florida
coronado.ca.us
Columbia County, Washington
columbiaco.com
Anaheim, California
anaheim.net
Coronado, California
coronado.ca.us
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WEBSITE DESIGN & HOSTING SOLUTION
Presented by | Solomon Grover, Account Executive
City of Wildomar, California
2. PRICE QUOTE FOR WEBSITE DESIGN,
MIGRATION, TRAINING, AND IMPLEMENTATION.
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PAGE 1
Price Quote
CivicPlus can appreciate the monetary constraints facing our governments each day. To help ease these concerns and assist with budgeting and planning, our proposed project and pricing is valid for 60 days from August 31, 2022.
Features & Functionality
• CivicEngage Central CMS tools, widgets, & features
• One SSL certificate
• DNS setup & hosting for URL cityofwildomar.org
• 100 GB of storage
• Video Banner
Ultimate Implementation
• One custom website layout proposal
• One custom design built using approved custom
layout & up to three advanced design components
• 210 pages Content Development from URL
cityofwildomar.org
• Up to 100 meetings worth of Agendas & Minutes
PDF/DOC Migration
• Four-year ultimate website redesign
Professional Services
• Up to two days virtual Align Consulting
• Up to three days virtual training (limit eight
attendees/session)
Annual Recurring Services
• Hosting & security
• Software maintenance including service patches &
system enhancements
• 24/7 Technical support & access to the CivicPlus
Help Center
• Dedicated customer success manager
*Optional Phase II
• CivicOptimize
*Recommended Add-Ons
• SeeClickFix
• Department Header Package
• AudioEye Managed
*Not included in project scope; additional fees apply
Year 1 Standard List Price $41,405
Year 1 Total Discount ($6,391)
Total Year 1 Investment $35,014
Includes one-time fees and Year 1 annual services
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PAGE 2
CivicPlus Project Pricing & Invoicing
CivicPlus prices on a per-project, all-inclusive basis (stated in U.S. dollars). This type of pricing structure eliminates surprise costs, the uncertainty of paying by the hour, and is overall more cost effective for our customers. It provides you with a price based on the products and features listed in this proposal that only varies if additional functionality, custom development, security, escrow requirements, or other design or project enhancements, outside of the included scope, are added prior to contract signing.
CivicPlus Offers:
Standard CivicEngage Central Invoicing
• 100% of Year 1 fees due at contract signing
• First-year Annual Services fee is included with your
Year 1 cost
• Subsequent annual invoicing occurs on the
anniversary of the contract signing date, and is
subject to a five percent technology fee uplift each
year starting Year 3 of your contract
Customized Billing/Invoicing
• Other billing options can be discussed before
contract signing and, if feasible, a plan developed
that works for all parties
• Not available with all CivicPlus products—please
contact your customer success manager for more
details
Payment Gateway Account
• Your chosen payment gateway will collect and
disburse all credit card monies
• If selected, any of our partner payment gateway
Vendors will conduct a rate analysis upon
discovery to provide the most competitive
percentage + fee per transaction rate
• CivicPlus Pay integrates with several payment
gateways to provide maximum flexibility to our
customers’ needs
We will work with you before contract signing to determine which of our billing processes will meet both your needs for budget planning and our accounting processes.
Proposal as Non-Binding Document
A successful project begins with a contract that meets the needs of both parties. This proposal (including all supporting, technical, or specification documents required for submittal with the current RFQ) is intended as a non-binding document, and the contents hereof may be superseded by an agreement for services. Its purpose is to provide information on a proposed project we believe will meet your needs based on the information available.
If awarded the project, CivicPlus reserves the right to negotiate the contractual terms, obligations, covenants, and insurance requirements as provided in the RFQ before a final agreement is reached. We look forward to developing a mutually beneficial contract with Wildomar.
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PAGE 3
We are confident in the ability of our proposed project to meet the needs and requirements of the RFQ set forth by Wildomar. Based on potential future conversations, the following are additional enhancements we may recommend.
Optional Enhancements
CivicOptimize
Efficiency-centric, low-code, digital optimization software designed specifically for your staff, your in-field workers, and your community.
CivicOptimize consists of a set of Low-code application development tools and services, managed from
a single dashboard, with which to build mobile
application solutions that link closely into existing
government IT systems. Standard CivicOptimize
tools and services fall into four major categories of
functionality:
• Building sophisticated mobile-optimized forms and
work-guides
• Deploying forms and work guides as Public Works
Assignments
• Integrating form workflows with corporate IT
systems through APIs - both within the forms
completion flow, and upon form submission
• Administering and managing users, apps, and APIs
with basic analytics plus PowerBI integration
Low-Code Development
The CivicOptimize low-code development environment
allows for collaboration between non-technical
department leaders and programmers to develop
solutions that meet your daily needs. Your in-house
staff can create efficiency-centric applications,
including digital forms, hosted cloud infrastructure, IoT connectivity and performance monitoring capabilities,
and even custom integrations between your favorite
CivicPlus solutions.
Key Features
• Shift public services from standardized and manual
to personalized and automated
• Build and deliver custom forms and workflows
quickly and easily
• Create custom business solutions and mobile apps
for specific purposes or engagements
• Deploy Public Works Assignments with custom
branding and design
• Integrate with Microsoft Flow and leverage
hundreds of business applications
• Utilize platform single sign-on, Digital Twin, and
out-of-the-box asset visibility
• Efficiency and
productivity excels with
the use of one central
dashboard
• Book appointments with
government entities 24/7
by utilizing the online
scheduling service that
automatically syncs
calendars with relevant
employees
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PAGE 4
SeeClickFix powered by CivicPlus
Collect Everything - Lose Nothing.
SeeClickFix is a proven leader of public service
resident request and work management software
solutions. Through the use of web and mobile app
services, SeeClickFix has helped millions of residents
and hundreds of local governments build stronger
communities. Like CivicPlus, SeeClickFix is committed
to helping people and governments build more
transparent, collaborative, and engaged communities.
SeeClickFix is both comprehensive and easy to
use. It offers your community a convenient way
to communicate with you through their preferred
channel and provides your staff with the tools needed
to manage these communications and outcomes.
As an industry-leading service request and work
management solution, SeeClickFix offers:
• User-friendly staff workflow interfaces and
resident apps available in multiple languages
• Constituents the ability to login via the mobile
app, desktop, or other mobile device to manage
requests
• Unlimited shapefiles that include multiple boundary
types to cover your entire community
• Real-time performance analytics via detailed data
reports
• API strategy that promotes data sharing internally
and externally
• A team of experienced and dedicated product
development, customer service, and account
management professionals
Key Features
• Easy to use mobile apps and website forms with
customizable branding and notifications
• Two-step workflows for quick documentation and
resolution
• Simple, clear dashboard interfaces for quick
access to data and core metrics
• Recurring data exports tailored to your reporting
requirements
• Web tools tailored for workers in the field
• Work order scheduling with related photos,
locations, details, and due dates
• Geographic-specific notifications via push to the
app, email, and/or on your web portal
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PAGE 5
Ultimate Department Header Package
A Department Header Package is a cost-effective way for a department or division to informatively and graphically differentiate themselves from the look of the main website while leveraging consistent CMS administration. The Ultimate Department Header Package shares CMS login and modules with the main website. Further, it inherits the structural layout from the main website.
An Ultimate Department Header Package includes department specific:
• Site URL (if applicable)
• SSL Certificate / DNS & Hosting (if applicable)
• Site Identifier / Logo
• Global Navigation and Menus
• Banner Image(s) and/or Slideshow Image(s) (if
applicable)
• Graphic Links
• Widget Selection, Content, and Placement
• Custom Color Palette for the Department Header
homepage and interior pages
• Unique Design Styles
Examples of an Ultimate Department Header Package
The examples provided below are representative of attributes found in an Ultimate Department Header Package, but may not expressly reflect the design package of your main website.
Coppell, TX - Main Website
Library Department Header
Weston, MA - Main Website
Council on Aging Department Header
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PAGE 6
AudioEye Managed
AudioEye offers a range of products and services from self-service to turnkey managed solutions. At the core of AudioEye, is the Digital Accessibility Platform (DAP), this powerful tool empowers auditors, designers, and developers to understand issues of accessibility and improve website infrastructure thorough the use of an innovative and easy-to-use interface. Conforming to Web Content Accessibility Guidelines (WCAG) 2.1 has never been easier.
AudioEye
• AudioEye Managed
• Proprietary automated testing suite
• Detect Section 508 and WCAG 2.1 Success Criteria
violations
• AudioEye engineers remediate accessibility issues
• Compliance monitoring
• Manual technical analysis and usability testing
• Support, training, and consulting from subject
matter experts
• AudioEye Toolbar with Web Personalization Tools
AudioEye Managed
• Provides complete digital accessibility compliance
auditing and resolution
• End-to-end digital accessibility compliance testing,
resolution, validation, and monitoring
• Combines subject matter experts with technology
—a team of engineers and manual testers to
ensure issues of accessibility are fixed and stay
fixed
AudioEye Toolbar
• Fully customizable user experience
• Tailored to individual needs regardless of device
type, language preference, or preferred method of
access
• Users can customize the visual display of the
website, listen to the content read aloud, and
command the browser using voice controls
Digital Accessibility Platform
• Software as a Services (SaaS), API-first technology
• Offers end-to-end compliance auditing
• Ability to spider, scan, and diagnose entire
websites, single blocks of code, and content
delivered via API
• Offers flexible resources for proper identification
and remediation of the detected issues
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WEBSITE DESIGN & HOSTING SOLUTION
Presented by | Solomon Grover, Account Executive
City of Wildomar, California
3. PRICE QUOTE FOR YEAR TWO (2)
THROUGH YEAR FIVE (5)
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PAGE 1
Annual Service Fees
Year 2 Year 3 Year 4 Year 5
$9,450 $9,923 $10,419 $10,940
Secure
Hosting,
Cloud-based
Access
Our solution is supported by an enterprise-level hosting environment with vigilant 24/7/365 monitoring and continual system updating. We guarantee a
99.9% website uptime, excluding maintenance periods. With our cloud-based solution, you can access your website from anywhere on nearly any device—no need to log into a network.
Technical
Support
Our helpful in-house Technical Support Team is available to ensure your complete and ongoing satisfaction with our products and services. You can contact live support via chat, phone, and email or utilize our self-service CivicPlus Help Center for tutorials and user guides. You will also receive 24/7/365 emergency support assistance.
System
Updates
We set high standards for government websites with our services. With CivicPlus, your content management system will be upgraded to keep pace with industry improvements and your visitors’ changing needs.
Continuing
Partnership
Your customer success manager will help find solutions for your changing needs by creating an ongoing strategy to better engage your residents using the tools and products CivicPlus offers.
On-Going Maintenance, Support,
& Hosting
Annual invoicing occurs on the anniversary of the contract signing date. The pricing above reflects a five percent technology fee uplift each year starting Year 3 of your contract.
Our annual services fees includes both hosting and the maintenance and support of our solutions. This combined service not only keeps your solution available for your staff and residents, but further sustains the effectiveness of your solution by keeping it up to date and answering your questions as you conduct business as usual. 248
RIV #4814-7282-0706 v1
4. City of Wildomar Request for Qualifications (August 16, 2022) on next page.
249
REQUEST FOR QUALIFICATIONS
(RFQ)
WEBSITE DESIGN AND WEBSITE HOSTING
FOR THE CITY OF WILDOMAR
August 16, 2022
DUE: AUGUST 31, 2022
BY 5:00 PM
Kimberly Davidson
Economic Development Director & Public Information Officer Economic Development Department
(951) 677-7751 x215
[email protected]
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WEBSITE DESIGN AND WEBSITE HOSTING Page | 2
CITY OF WILDOMAR | August 16, 2022
City of Wildomar
Request for Qualifications (RFQ)
Issued: August 16, 2022
Due: August 31, 2022 by 5:00 pm
Any questions regarding this RFQ must be submitted
prior to August 26, 2022 at 5:00 pm.
Qualifications may be submitted either in-person or via email:
In-person
Attn: Janet Morales, City Clerk
Wildomar City Hall
23873 Clinton Keith Rd., Suite 110
Wildomar, CA 92595
Monday - Thursday, 8:00 am - 5:00 pm
-OR-
Via Email
Attn: Janet Morales, City Clerk
City of Wildomar
[email protected]
Must have “Website Design and Hosting RFP” as subject line
Request for Proposals will become public records subject to disclosure after award of the contract or final rejection of all proposals.
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WEBSITE DESIGN AND WEBSITE HOSTING Page | 3
CITY OF WILDOMAR | August 16, 2022
TABLE OF CONTENTS
1. INTRODUCTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2. BACKGROUND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
3. RESPONSE FORMAT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
4. MINIMUM QUALIFICATIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
5. MINIMUM REQUIREMENTS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
6. SCOPE OF WORK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
7. EVALUATION CRITERIA. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
8. PROFESSIONAL SERVICES AGREEMENT. . . . . . . . . . . . . . . . . . . . . . . . . 12
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CITY OF WILDOMAR | August 16, 2022
1. INTRODUCTION
The City of Wildomar (“City”) is seeking to update its website to enhance the user experience, simplify content management, and provide improved citizen- centric information and customer service to its community, while meeting high standards for security, design quality, visual appeal, and ADA compliance.
The City requires a Community Engagement Tool to be part of the new website, mobile version of the website and related App (if applicable) for members of the community to easily report issues such as graffiti, road hazards, etc.
The City requires an effective “Search” tool that will identify and locate items within the website that users are looking for.
The City would like to decentralize content management by empowering our own staff to easily create and manage website content in each department under the oversight of a central administrator.
The City seeks the assistance of an experienced company that can accomplish the goals of the City with all the functionality identified in this RFP.
The City also seeks a company that has the capability of integrating additional features and functionality that may be identified in the future.
The City would like a vendor to provide hosting services for the website in a secure data center. The company should have a team of experts who understand local government to help us achieve our vision – all while providing prompt, 24/7/365 support.
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WEBSITE DESIGN AND WEBSITE HOSTING Page | 5
CITY OF WILDOMAR | August 16, 2022
2. BACKGROUND
Wildomar is located along Interstate 15 in Southwest Riverside County, California. Wildomar is a growing community with a population of just over 37,000, comfortably nestled in a valley bordered by a mountain range on the west and rolling hills to the east.
For more information regarding the City of Wildomar, visit www.cityofwildomar.org.
3. RESPONSE FORMAT
Please provide your response in three (3) parts*:
1. Scope of Work
• Include a narrative discussion of conceptual plan, strategies, and methodologies
• Include examples of previous work pertinent to this Scope of Work • Offerors are encouraged to offer creative alternatives, especially in conjunction with cost-saving alternatives
2. Price Quote for Website Design, migration, training, and implementation.
Please also include:
• Web Hosting cost (if separate fee) for Year One (1) only; and • Cost of on-going maintenance and support (if separate fee)
3. Price Quote for Year Two (2) through Year Five (5) Web Hosting only
* Failure to submit response in three (3) parts as requested may result in automatic rejection of contract.
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4. MINIMUM QUALIFICATIONS
Please provide a list of five (5) pertinent references and examples of websites.
5. MINIMUM REQUIREMENTS
A. Hosting and Security
1. Provide https protocol, encrypted using TLS (version 1.2 or greater)
2. Ensure 99.9% uptime (8.77 hours per year and 1.44 minutes per day) guaranteed by Service Level Agreement to be supplied upon request.
3. Must have redundant network, firewall solutions in place.
4. Provide 24-hour, 7 days per week, 365 days per year system monitoring.
5. Website hosted on servers located in the United States, with multiple geographically diverse data centers.
6. Levels of Rights/Permissions – Allow City of Wildomar system administrators to establish levels of rights for staff in all departments and divisions to update/manage/access content
B. Training and Support
1. Must provide self-paced training (video tutorials, documents, or webpages) accessible to authorized content editors.
2. Must provide emergency after-hours phone and email support with U.S. based live agent, 24 hours per day, seven days per week, 365 days per year.
C. Website Design
1. Website must meet international Section 508 requirements and Web Content Accessibility Guidelines (WCAG) 2.0 Accessibility requirements.
2. Responsive Web Design - Fully mobile responsive design - website adjusts to the screen size of all devices its being view on, including forms, calendars, tables etc.
3. WordPress will not be accepted as a Content Management System.
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D. Integration
1. Capacity to seamlessly integrate with all current custom-made, interactive forms, third party vendor applications & API’s – Specifically, (but not limited to) Granicus, Eden, Esri, Citrix ShareFile, Comcate, and Intellipay.
2. The City would like to incorporate an application such as “SeeClickFix” for the community to correspond with the City regarding issues such as potholes and graffiti – please comment on your integration capabilities with this application, or whether you offer a similar product as part of your platform.
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6. SCOPE OF WORK
The scope shall include the migration of content from each webpage on the current website to a webpage on the new, redesigned website with the same URL (www.CityofWildomar.org).
The information below represents required functional capabilities in the selected CMS. It is not all inclusive, other functionality may be recommended or added.
The City’s new website vendor must be able to provide at a minimum, the components listed below.
• Agenda Management – We currently use Granicus to upload existing, create new, categorize, approve, and manage agendas, and display published date for each. The new website vendor must be able to integrate seamlessly with Granicus
• Alerts & Notifications - Display alerts prominently on website with notifications sent via email and text messaging to subscribers; with opportunity to display alerts on various pages, not just homepage
• Browser Based Administration - Update, delete and create content from any device with internet access
• Calendar - Update/publish calendars for departments/divisions with a main calendar to display all events
• Cloud Capable – City staff should be able to easily upload to content manager using the cloud
• Content Scheduling - Set dates for content to automatically publish and expire
• Departmental Home Pages - Ability for departments to have dedicated pages within the site that follow the same design as the other interior pages
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• Directories with Contact Information - Ability to allow citizens to search for department information, including, but not limited to, phone number, email address, and link to department home page
• Document Center - Upload/download capability for files up to 1GB, back- end ability to search within published and unpublished documents
• E-Notifications - Electronic subscription, scheduled notifications for email and SMS
• Facility Management - Listings with maps, filtered search, and reservation capability
• Forms – Allow for designated staff to create custom forms for public use on necessary pages
• Frequently Asked Questions - Ability to categorize FAQs by department or by page
• Icons – Library of monochromatic icons with transparency for content editors to display on web pages with regular updates to conform to the latest versions of Font Awesome (or equivalent) open-source icons
• Intranet/Extranet - Restrict pages by login, with ability to remove login entry point from all pages, except a specified Login Page
• Live Edit - Add, edit and move content directly on the front end of the site without the need to utilize or be trained in writing HTML or CSS code
• Multilingual Support - Using Google Translate or similar
• News & Announcements - Post news releases or updates dynamically to relevant pages based on category
• Icons – Library of monochromatic icons with transparency for content editors to display on web pages
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• Image Center - Store images in a central location on website
• Printable Pages - Print-friendly function
• Rotating Photos/Banners - Slideshow capabilities
• RSS Feeds out - Registration by Department or Category
• Sharing Capability - Links to share content via email and social media on every page
• Site Search - Internal site search engine and log of search terms
• Site Statistics - Analytics and site audit reports
• Sitemap & Breadcrumbs - Automatically generated and updated sitemap and Breadcrumbs
• Social Media Interface - Display social media feeds
• Structure/Template – Provide page templates and design structures for differing page levels
• Video Upload & Display – Must be able to display videos with captioning, uploaded by authorized content editors
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7. EVALUATION CRITERIA
Only those responses that contain complete information will be considered. All responses will be evaluated and examined by a committee of City representatives using multiple criteria. The project may be awarded to a qualified responder that, based on the committee’s evaluation, submits the response that best meets the City’s needs.
The submitted responses will be evaluated based on the following criteria:
OVERALL PLAN TO PROVIDE REQUIRED SERVICES (30%)
• Completeness of responder ’s proposed plan to provide website design services.
• Demonstrated capability of the responder to satisfactorily meet not only the requirements outlined in this document but all necessary phases of the program.
• Plan to accomplish all required tasks.
QUALIFICATIONS AND EXPERIENCE (30%)
• Responder’s experience with projects of similar size and scope • Personnel qualifications and experience
• Responder’s business history and viability
• References
UNDERSTANDING OF CITY’S GOALS AND OBJECTIVES (30%)
• Responder understands and the response addresses the needs of the City and offers a program that will meet or exceed the City’s objectives.
FEE/PRICING PROPOSAL (10%)
• Cost of proposal
• Reasonableness of fees and budget
• Reasonableness of optional fees
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EXHIBIT "B"
COMPENSATION
Total Investment - Year 1 USD $35,014.00
Annual Recurring Services - Year 2 USD $9,450.00
Annual Recurring Services - Year 3 USD $9,922.50
Annual Recurring Services - Year 4 USD $10,418.63
Annual Recurring Services - Year 5 USD $10,939.56
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EXHIBIT "C"
Insurance Requirements for IT Professional Services
IT Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. IT Consultant shall procure and maintain for the duration of the contract insurance claims arising out of their professional services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(Not required if consultant provides written verification it has no employees)
4. Cyber Professional Liability (Errors and Omissions) Insurance appropriate to the Consultant’s profession, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Consultant in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to claims involving: Tech E&O/Professional; Cyber Privacy Network Security Liability; Payment Card Loss; Regulatory Proceedings $5,000,000; Electronic Social Printed Media Liability; Business Interruption and Extra Expense; Data Recovery; Cyber - Extortion and Ransomware; Data Breach Response and Crisis Management; Coverage System Failure; Dependent Business Interruption; and Dependent Business Interruption System Failure
If Cyber Professional Liability policy is written on a claims-made basis:
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1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for two (2) years after completion of the contract of work.
3. If coverage is canceled or non- renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purch ase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
4. A copy of the claims reporting requirements must be submitted to the Entity for review.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above for all policies, the Entity requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.
Other Insurance Provisions:
Additional Insured
The Entity, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self - insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
Notice of Cancellation
Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance.
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Waiver of Subrogation
Consultant hereby grants to Entity a waiver of any right to subrogation which any insurer of said Consultant may acquire against the Entity by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the Entity. The Entity may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or Entity.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Entity.
Verification of Coverage
Consultant shall furnish the Entity with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work begi nning shall not waive the Consultant’s obligation to provide them. The Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that Entity is an additional insured on insurance required from subcontractors.
Special Risks or Circumstances
Entity reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
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EXHIBIT "D"
CIVICPLUS PRIVACY POLICY
CivicPlus Privacy Policy (PDF) on next page.
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CivicPlus Product Suite Solutions Privacy Policy
Effective Date: July 1, 2020
1. Overview
CivicPlus (referred to as “we”, “us”, or “our”) takes the private nature of your personal information very seriously and we are committed to protecting your personal privacy. CivicPlus has developed this policy regarding our privacy practices (“Privacy Policy”) to explain the manner in which CivicPlus may collect, use, retain, process, and share the personal information collected from users (“you”, “your”, or each a "User") of any of the CivicPlus solutions and associated services (each, a “Solution”; collectively, the “Solutions”), and the CivicPlus website (the “Site”). The User’s personal information is any information relating to an identified or identifiable person (“Personal Information”), such as your name, address, email address, phone number, or IP address. Personal Information does not include publicly available information, de-identified, or aggregate consumer data.
This Privacy Policy is designed to help the User obtain information about our privacy practices and to help the User understand its privacy choices when using a Solution or visiting the Site. By using the Solutions, providing Personal Information, or visiting our Site you are agreeing to this Privacy Policy and consenting to the collection, transfer, manipulation, storage, disclosure and other uses of your information, as described in this Privacy Policy.
CivicPlus provides the software solutions directly to our public sector clients (“Clients”) to enable them to serve and perform their own governmental and business functions. As such, most of the Personal Information we collect and store is in connection with the software and services we provide to our Clients pursuant to our contractual arrangements with them. In these cases, CivicPlus is acting as a “data custodian” only.
This Privacy Policy covers the treatment of Personal Information gathered when you are using or accessing any Solution or the Site. This Privacy Policy does not apply to the practices of third parties that we do not own or control or certain data collected by our Clients for their specific purposes and needs, as further described herein.
2. Client Data
When CivicPlus makes the Solutions available for use by a Client, we do so under a contractual arrangement with our Client pursuant to which the Client, not CivicPlus, makes the decisions about what Personal Information is collected and how it is processed in the Solutions. Our Clients may electronically submit Personal Information to a Solution, or solicit from you Personal Information within a Solution, for processing and storage purposes (“Client Data”), including, for example, information required to set up admin rights for a Client’s employees, or Personal Information collected from a Client’s constituent who is using the Solution to pay for recreational programming. In these interactions, the Client’s employees or constituents are “End Users”. We function as a service provider and may store or process Client Data only for the purpose of providing the Solutions, improving the Solutions, preventing or addressing service or technical problems, or as may be required by law. If your Personal Information has been submitted to us by one of our Clients and you wish to exercise any rights you may have to access, rectify, or delete such data, please inquire with the relevant Client directly. Since CivicPlus is the data 266
custodian to our Clients, who are the “data owners”, CivicPlus cannot modify or delete any data owned by our Clients without such Clients specific request and approval.
3. What Personal Information Do We Collect?
We may collect Personal Information from Users in a variety of ways, including, but not limited to, when Users visit the Site, use a Solution, register an account on any Solution, fill out a form, and in connection with other activities, services, features or resources we make available on our Solutions. Users may register for an account within the Solutions and be asked for Personal Information, as appropriate, including name, email address, physical address, and phone number. Users may, however, visit the Solutions anonymously. Users can always refuse to supply Personal Information, except that it may prevent them from engaging in certain Solution related activities, like registering for or obtaining the full benefit of the services provided by the Solution or receiving subscription emails.
At the request and direction of Clients, CivicPlus may collect the following categories of Personal Information:
• User-provided personal identifying data: Most of the information we collect is information that Users input directly when using a Solution, such as name and contact details (email, phone number, address, social media handle), physical location, and user-provided content, depending on the Solution used and how the User decides to use it. • User-initiated information: When a User uses text messaging, email or social media to contact or submit notifications to a Client through any Solution, we will collect that User’s phone number, email address, or social media handle, as appropriate. • Website visitor information: When you visit a Solution or the Site, we may collect information about your visit, depending on the Solution, such as your IP address, cookies, location and the pages you visited and when you use the Solution, we may collect information on how you use the Solution.
• Protected sensitive data: For certain Solutions, Users are asked for certain information used in relation to applying for job positions or board or committee, certain sensitive data may be collected, such as date of birth, gender, ethnicity, political party, education, job history, references, it is the sole discretion of the Client to request or require these fields. • Financial information: If a User decides to purchase a paid service through a Solution, the User provides financial information related to your payment method including credit card number, credit card type, card expiration date, or other financial information. We do not, however, capture, store, or transmit that financial That information is provided directly to and stored by the Client’s third-party payment processor (the “Payment Processor”). The Payment Processor’s applicable Terms of Service and Privacy Statement govern the use and storage of that information. For further details regarding our CivicPlus Pay Solution privacy policy, please click here.
• Applicant data: Users applying for jobs or elected or appointed seats through a Solution, may be requested to submit prior job information, such as salaries, employment history, education history, address history, employers, social security number, USCIS or alien registration number, 267
passport number, and other application data, as well as driver’s license information, as determined necessary by our Client.
• Employee data: Users whose employers are a Client for human resources services may be requested to submit bank account and routing numbers, dependent’s names and social security number, current job title, and other information an employer may request. • Physical image: Certain Solutions may include the ability to upload video or image files which may contain visual representations of any Users that have attend public meetings or been in a public space.
• Information related to your mobile device: We may collect and store information related to your mobile device, such as your phone number, location, or device identifier used to deliver push notifications. You will have a choice as to whether we collect and store this information.
With the exception of the Website Visitor Information, the categories of data above are collected only when certain features and uses of the Solution are procured by the CivicPlus Client, and data collected may vary for each User depending on our Client’s use of the Solution. All data fields are voluntary for the User to fill in, unless our Client requires certain data to be input by the User.
4. How We Collect, Receive, and Retain Personal Information? We collect most of this Personal Information directly from Users willingly inputting such information, whether by webform, text, email, submission of documentation, or telephone call to our Client.
However, we may also collect information from cookies on our Site or Solutions. We may receive Personal Information from third parties that integrate with our Solutions, at the request of our Clients.
We will retain Personal Information as requested and required by our Client, with whom you share your Personal Information. We retain Personal Information indefinitely, retention depends on the type of data and the purpose for which we process the data, our Client’s subscription term for the Solution, open records laws, and direction for the retention or deletion of such data. We may retain Personal Information beyond the Client relation if required by law, contract, or if it is in our legitimate business interests and not prohibited by law.
If you have created a user portal account (“Account”) within a Solution which has been closed, we may take steps to mask Personal Information and other information, but we reserve our ability to retain and access the de-identified data for so long as required to comply with applicable laws.
5. How We Use Collected Information
We use User information, including Personal Information, for the following business purposes.
To fulfill service obligations for our Clients
We use and process information as needed and requested by our Clients that procure the Solution in order to fulfill our Client’s need; deliver the services requested, including software updates; manage our Client and User relationship; provide our Clients and Users with customer support, and comply with laws or regulations that apply to us and our Clients.
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To personalize User experience
We may use information in the aggregate to understand how our Users as a group use the Solution, resources, and services provided on the Solution and the Site. We may use information to perform research and analysis about Users’ use of, or interest in, our Solutions, services, or content.
To improve the Solution and Site experience
We continually strive to improve our Solution and Site offerings based on the information and feedback we receive from Users. We may use information to improve our internal operations, systems, Solutions, and services including benchmarking system performance and developing our products and services.
To improve customer service
User information helps us to more effectively respond to a User’s customer service requests and support needs. We use information to respond to comments and questions and provide customer service, communicate with Users and Clients about products and/or services that may be of interest.
To send periodic emails
The email address Users provide to a site will be used to respond to their inquiries, and/or other requests or questions, or to send service announcements regarding changes, notifications, or marketing information. If User decides to opt-in to our mailing list, on any Solution or the Site, they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email or User may contact us via the contact information below.
We only use Personal Information for the purposes and uses described above, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original uses and purposes.
6. How We Share Personal Information?
Except as described here or in any other applicable policy, we do not sell, trade, or rent User’s Personal Information to any third parties. We may share generic aggregated demographic information not linked to any Personal Information regarding visitors and users with our business partners, trusted affiliates, and advertisers for the purposes outlined above.
For our Pay solution, we work with a third-party payment processor in order to successfully complete transactions. We have preferred partner processors, with whom we have direct communication regarding the services and you contract directly with. We also work with other payment processors that are not contracted partners, at our Client’s request; we use such processor’s technical documentation and instructions for creating an integration with the services.
We may share your Personal Information or other information about you with other parties to transactions when you use the Solution. In most cases, this is your local municipality with whom you are procuring services and their chosen merchant account processor and financial institutions (if making a purchase). The information is limited to Personal Information and account information necessary to facilitate the transaction.
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We may share information with our agents, vendors, service providers, and subcontractors who perform functions on our behalf, such as our customer relationship management service provider, marketing automation and analytics provider, sales development tools provider, and other similar service providers.
We may also share information with other third parties for our business purposes or as permitted or required by law, including:
• Sending non-personal information to third party analytics service providers for monitoring the health of the Site and Solutions;
• if we need to do so to comply with a law, legal process or regulations; • to law enforcement authorities or other government officials, or other third parties pursuant to a subpoena, a court order or other legal process or requirement applicable to CivicPlus; • if we believe, in our sole discretion, that the disclosure of Personal Information is necessary or appropriate to prevent physical harm or financial loss or in connection with an investigation of suspected or actual illegal activity;
• to protect the vital interests of a person;
• to investigate violations of or enforce a user agreement or other legal terms applicable to the Solution;
• to protect our property, the Solutions, the Site, and legal rights; • to facilitate a purchase or sale of all or part of CivicPlus’ business; • to companies that we plan to merge with or be acquired by; and • to support our audit, compliance, and corporate governance functions Please note that if CivicPlus is acquired, sold or dissolved, its assets, including Personal Information we may possess about Users, may, in whole or in part, be sold, disposed of, transferred, divested, or otherwise disclosed as part of the transaction or proceeding. You acknowledge that such transfers may occur, and any acquirer may continue to use your Personal Information as set forth in this Privacy Policy.
7. How Do We Use Cookies?
The Site and Solutions may use "cookies" to enhance User experience. Cookies are pieces of text that may be provided to your computer through your web browser when you access a website. User's web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies or to alert you when cookies are being sent. If they do so, note that some parts of the site may not function properly.
We use cookies to enable our servers to recognize your web browser and tell us how and when you visit the Site, and otherwise use the Solutions through the internet. Our cookies do not, by themselves, contain Personal Information, and we do not combine the general information collected through cookies with other Personal Information to tell us who you are. 270
8. How Do We Protect Your Personal Information?
Although we take appropriate technical and organizational measures to safeguard against unauthorized disclosures of Personal Information, we cannot guarantee that Personal Information in our possession will never be disclosed in a manner that is inconsistent with this Privacy Policy. Unauthorized entry or use, hardware or software failure, and other factors may compromise the security of Personal Information at any time.
We store all our information, including Personal Information, using industry-standard techniques. We use appropriate data collection, storage and processing practices, and security measures to protect against unauthorized access, alteration, disclosure or destruction of your Personal Information, username, password, transaction information, and information stored on the site, if applicable, to your use of the Site and Solution.
Sensitive and private data exchange between the Solution or Site and its Users happens over an SSL secured communication channel and is encrypted and protected with digital signatures.
9. Privacy of Children
CivicPlus Solutions are not designed or intended to appeal to minors. We do not knowingly attempt to solicit or receive any information from anyone under the age of 14. If you are a parent or guardian and you are aware that your child has provided us with Personal Information, please contact us immediately.
We encourage parents and legal guardians to monitor their children’s mobile app and internet usage and enforce our Privacy Policy by instructing their children never to provide Personal Information to any Solution without their parental permission. If you have reason to believe that a child under the age of 14 has provided Personal Information to us, please contact us at [email protected], and we will work
with our Client in order to delete that information from our databases as soon as is reasonably practicable.
10. How Do Users Request Access to Review or Change Personal Information? Users may have certain data privacy rights depending on their state of residence. If you would like to exercise any of your data privacy rights, you will need to send your request directly to the data owning CivicPlus Client with whom you shared your data. Please note that verification will be required to prove your identity. CivicPlus may not disclose or delete data if an exemption or exception to deletion exists.
Please note, CivicPlus is a data custodian to its data owning Clients, the majority of our Clients are government municipalities and may be exempt from certain laws requiring compliance with data subject rights. CivicPlus is required to have Client approval regarding every access, rectifying, disclosing, and deletion request submitted by Users of any Solution.
If you have an Account with any Solution, you can review and edit Personal Information in the Account by logging in and updating the information directly. If you wish to edit Personal Information and are unable to do so in the Account, you may contact us, using the contact information below, and we can help you with this request, verification of identity will be required, and Client approval may be sought in circumstances where the Personal Information is owned by the Client.
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11. Changes to this Privacy Policy
We’re constantly working to improve our Solutions, so we may need to change this Privacy Policy from time to time as well. CivicPlus has the discretion to update this Privacy Policy at any time. When we do, we will revise the effective date at the top of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the Personal Information we collect. You acknowledge and agree that it is your responsibility to review this Privacy Policy periodically and become aware of modifications.
12. Your Acceptance of this Privacy Policy
By using this Site or any Solution, you signify your acceptance of this Privacy Policy. If you do not agree to this Privacy Policy, please do not use the Site or any Solution. Your continued use of the Site and Solutions following the posting of changes to this Privacy Policy will be deemed your acceptance of those changes. Use of information we collect is subject to the Privacy Policy in effect at the time such information is collected.
13. California Residents
For Residents of California, the California Consumer Privacy Act (CCPA) provides privacy protections to California consumers as follows:
CivicPlus does not sell your Personal Information so does not provide an opt-out page. If you are a California resident, you have the rights listed below under data protection law, to access any of the following rights you must submit a request to the data owning Client with whom you submitted your Personal Information. If your request is regarding data that you submitted independent of a specific data owning client, or if the request is with regard to our Site, please submit such a request to [email protected].
California residents are limited to two Personal Information requests per year. There is no charge to access your Personal Information; however, if you submit requests that are clearly baseless, repetitive, or excessive, CivicPlus may charge a reasonable fee for such requests; alternatively, CivicPlus reserves the right to refuse to comply with such requests. Upon receiving a valid and verified request for Personal Information, that was submitted by and approved for fulfillment by our Client Data owner, we will respond to such a request within 45 days unless there are any extenuating circumstances, for which we will let our Client know.
Right to know:
• You have the right to request data collected about you; and • You have the right to request what data is shared about you Disclosures provided under CCPA will identify the Personal Information collected in the previous 12 months.
Right to deletion:
• You have the right to deletion of information unless an exception applies.
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Right to rectify:
• You have the right to correct any data collected about you that is inaccurate.
Right to non-discrimination:
• You shall not be discriminated against for exercising any of these consumer privacy rights.
Right to use an authorized agent:
• You have the right to use an authorized agent to submit a request to know or a request to delete on your behalf. Such use of an authorized agent will require:
o Your written permission to allow the authorized agent to exercise your rights o Verification of the agent’s and your own identity
• We may deny a request from you or your agent if we cannot verify the identification of the individual making the request
14. Contact Us
If you have any questions or concerns regarding this Privacy Policy or would like to make any requests, as detailed herein, please send us a message at [email protected] Or, by writing to:
Attn: Privacy Policy Support CivicPlus, LLC
302 S. 4th Street, STE 500
Manhattan, KS 66502
273
RIV #4814-7282-0706 v1
EXHIBIT "E"
CIVICPLUS OPTIONAL ADD ONS
DISCOUNTED FOR CITY OF WILDOMAR
SOLUTION ORIGINAL COST- YR 1 PROMO COST YR 1 YEAR 2
CIVICOPTIMIZE $16,700 $9,508 $12,200
AUDIOEYE $3,500 $1,750 $3,500
CHATBOT $4,500 $2,250 $4,500
DEPARTMENT HEADER PKG $7,193 $3,596 $850
SEE CLICK FIX $30,000 $21,200 ---
274
1 DELEGATION OF SIGNING AUTHORITY BY THE MANAGING MEMBER OF CIVICPLUS, LLC July 13, 2022 I, Brian Rempe, the undersigned, being the President of CP Patti, LLC, a Delaware limited liability company (the "Managing Member"), the managing member of CivicPlus, LLC , acting in accordance with the Sixth Amended and Restated Operating Agreement of the Company (the "Agreement"), grant the following signing authority: WHEREAS, it is in the best interest of the Company to grant to each individual employee of CivicPlus with the title of Senior Vice President the power and authority to enter into and execute all instruments, conveyances, contracts or any other document that binds the Company to any amount under Fifty Thousand Dollars ($50,000) and all customer contracts, regardless of value or product suite. GRANTED, to each of the following Senior Vice Presidents, in their capacity as a Senior Vice President, the power and authority to enter into and execute all instruments, conveyances, contracts or any other documents that binds the Company to any amount under Fifty Thousand Dollars ($50,000) and all customer contracts, regardless of value or product suite: Cole Cheever, Senior Vice President of Operations Amy Vikander, Senior Vice President of Customer Success FURTHER, all contracts, instruments, conveyances and other documents signed by any Senior Vice President that binds the Company to any amount under Fifty Thousand Dollars ($50,000) and all customer contracts, regardless of value or product suite, are hereby ratified by the Company as binding. The undersigned hereby certifies that he is the duly elected and qualified President of the Managing Member, and the foregoing is a true record of the delegation of signing authority adopted by the President by the power and authority granted to him by the Agreement, and that said authority granted is now in full force and effect without modification or rescission. Brian Rempe, President The Secretary of the Managing Member certifies that the above is a true and correct copy of the delegation of signing authority that was duly adopted by the President by virtue of the authority granted him by the Agreement. Amy Vikander, Secretary Date 275
CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.11
Meeting Date: November
9, 2022
SUBJECT:
FY 2023-2025 Biennial Budget Schedule
SUBMITTED BY:
Robert
Howell
PREPARED BY:
Robert
Howell, Administrative Service Director
ACTION:
Receive and File the FY 2023-2025 Biennial Budget Schedule.
BACKGROUND:
Administrative Services is preparing for the FY 2023-23 and FY 2024-25 biennial budget process. For the first time in the City's history staff will begin the process in December, with the budget adoption taking place at the June 2023 City Council meeting.
DISCUSSION:
The biennial calendar begins with the departments receiving packets to begin work on their recommended goals and department budgets. The City Council and public first conversations on the biennial budget begin at a workshop to be held on January 11, 2023 where we will discuss goals and preliminary revenues. Additional workshops will be held in March, April, and May with the Council and public to discuss department budgets. In addition there will be discussion items brought to the City Council during the process on converting developer deposits to fixed fees in Planning, Building, and Engineering.
Tentative budget adoption will take place at the May 2023 City Council meeting with final adoption taking place at the June 2023 City Council meeting.
FISCAL IMPACT:
No fiscal impact
ATTACHMENTS:
Budget Calendar to Council.pdf
276
City of Wildomar
Biennial Budget Calendar
November 9, 2023
(Calendar subject to change)
December 1 – Packets to Departments (Goals, Budget Documents)
December 22 – Department Goals Due to Administrative Services
January 11, 2023 – First Budget Workshop with City Council
Preliminary Revenues, City, Council and Department Goals
January 25, 2023 – Department Budgets (No Personnel Costs) due to Administrative Services
February 8, 2023 – FY 2022-23 Mid-Year Budget Review
February 15, 2023 – Personnel Estimates to Departments
February 15, 2023 – Fixed Fees for Planning, Building, and Engineering to BIA for review and comment
February/March 2023 – Departmental Meetings with City Manager/Administrative Services
March 8, 2023 – Second Budget Workshop with City Council
Discussions on City Council, City Manager, City Clerk, Administrative Services Department, Economic Development, and Non -Departmental budgets
First City Council M eeting on conversion of Planning, Building, and Engineering Developer Deposits to Fixed Fees
March 30, 3023 – Preliminary Budget Books distributed
April 12, 2023 - Third Budget Workshop with City Council
Discussions on Community Development and Public Works budgets
Final approval of Planning, Building, and Engineering Developer Deposit conversion to Fixed Fees
277
May 2023 – Final State Revenue Projections Received
May 3, 2023 – Capital Improvement Program Book taken to Planning Commission for review
May 10, 2023 – Final Budget Workshop with City Council
Discussions on Police and Fire Department Budgets
Tentative Budget Adoption
June 14, 2023 – Biennial Budget, GANN Limitation and Capital Improvement Program taken to the City Council for final approval
July 1, 2023 – First year of Biennial Budget goes into effect
July 1, 2023 – New Fixed Fees for Planning, Building, and Engineering go into effect 278
CITY OF WILDOMAR
CC - REGULAR MEETING
CONSENT CALENDAR
Agenda Staff Report # 1.12
Meeting Date: November
9, 2022
SUBJECT:
Banking Services Contract Award
SUBMITTED BY:
Robert
Howell
PREPARED BY:
Robert
Howell, Administrative Service Director
ACTION:
Approve the awarding of a Banking Services contract with Wells Fargo and direct the City Manager and/or Administrative Services Director to complete a contract with the bank and bring back the final contract documents back to the City Council for final approval.
SUMMARY:
The City of Wildomar has been with Wells Fargo Bank since it's incorporation in 2008. After a review of our records it was determined that the City should go out for proposals on its banking services. Several banks received the request documents, with two, Wells Fargo Bank and Citizens Business Bank, returning completed proposals. After a review by the Administrative Services staff it was determined that Wells Fargo Bank best met the current needs of the City. Staff recommends that the City enter into a three-year agreement with two (2) one-year options be entered into with Wells Fargo Bank.
BACKGROUND:
The City of Wildomar has used Wells Fargo as their bank of record since the City's incorporation. The City currently utilizes one bank account for its revenues and payments for all City and Cemetery District activities. Staff wishes to place the Banking Services under a contract and restructure how the banking operations are within the City.
DISCUSSION:
When the City opened the bank account with Wells Fargo no contract was entered into with the service provider. After a review of the relevant information it was determined that a Request for Proposals should be completed for Banking Services with the goal of placing the Banking Services for the City under a contract for the first time in the City's history.
Staff created a Request for Proposals and placed it on eBid Board, the City's website, and the CSMFO website. Several banks pulled the documents on the proposal with two, Wells Fargo 279
Bank and Citizens Business Bank, sending completed packets by the deadline. Administrative Services staff reviewed both proposals and determined that Wells Fargo Bank best met the current needs of the City.
The City's banking operations will change from a single bank account to five bank accounts.
There will be a Master Account, a Revenue Account, an Accounts Payable account, a Payroll account, and an account for the Cemetery District. The Revenue, Accounts Payable, and Payroll accounts will flow into the Master Account on a nightly basis, which will hold the City's cash. The Cemetery District account will be separate and will contain all of the Cemetery District non investment cash.
By separating out the various activities staff will follow the general cash flows of each activity in a more efficient manner. The creation of the Cemetery District bank account provides us with the proper separation of the City and Cemetery District cash.
FISCAL IMPACT:
No fiscal impact is anticipated at this time as the City keeps a sufficient amount of cash in the bank account to cover Service Fees.
ATTACHMENTS:
Wells Fargo Banking Services Documents.pdf
280
Wells Fargo Treasury Management
City of Wildomar | 1
Treasury Management RFP disclosures
Upon award of business, Wells Fargo will negotiate and enter into mutually acceptable agreements with the City of Wildomar (the City) in connection with the deposit and treasury management products and services requested under the RFP. Wells Fargo’s right to negotiate all contract terms upon award of business will not be affected or diminished by any language in the RFP, including language that purports to require specific comments (or to prohibit general exceptions) to
the City’s contractual requirements or to bind Wells Fargo to the City’s contractual requirements unless specifically commented upon.
Wells Fargo has included with its response copies of its account and service documentation for the deposit and treasury management products and services requested in the RFP, which we would request serve as the starting point for contract negotiations or be incorporated into any final agreement.
Page_Section Description
RFP