Yuba City City Council
January 18, 2022

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APPENDIX 1 – LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE 2021 SUPPLEMENT *** (ALL 2020 LEGISLATION)

STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994 CHAPTER 1. General Provisions
ARTICLE 1. Declarations
36600. Citation of part
This part shall be known and may be cited as the “Property and Business Improvement District Law of 1994.” 36601. Legislative findings and declarations; Legislative guidance The Legislature finds and declares all of the following:
(a) Businesses located and operating within business districts in some of this state’s communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, services, and activities in the business districts. (b) It is in the public interest to promote the economic revitalization and physical maintenance of business districts in order to create jobs, attract new businesses, and prevent the erosion of the business districts. (c) It is of particular local benefit to allow business districts to fund business related improvements, maintenance, and activities through the levy of assessments upon the businesses or real property that receive benefits from those improvements.
(d) Assessments levied for the purpose of conferring special benefit upon the real property or a specific benefit upon the businessesin a business district are not taxes for the general benefit of a city, even if property, businesses, or persons not assessed receive incidental or collateral effects that benefit them. (e) Property and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses more useful by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confirmed a 12-percent reduction in the incidence of robbery and an 8-percent reduction in the total incidence of violent crimes within the 30 districts studied.
(2) Job creation.
(3) Business attraction.
(4) Business retention.
(5) Economic growth.
(6) New investments.
(f) With the dissolution of redevelopment agencies throughout the state, property and business improvement districts have become even more important tools with which communities can combat blight, promote economic opportunities, and create a clean and safe environment. (g) Since the enactment of this act, the people of California have adopted Proposition 218, which added Article XIII D to the Constitution in order to place certain requirements and restrictions on the formation of, and activities, expenditures, and assessments by property-based districts. Article XIII D of the Constitution provides that property-based districts may only levy assessments for special benefits. (h) The act amending this section is intended to provide the Legislature’s guidance with regard to this act, its interaction with the provisions of Article XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed improvements, maintenance, and activities in property-based districts, contributing to blight and other underutilization of property. (2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed.

Therefore, for special benefits to exist as a separate and distinct category from general benefits, the

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incidental or collateral effects of those special benefits are inherently part of those special benefits.

The mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits.
(3) It is of the utmost importance that property-based districts created under this act have clarity regarding restrictions on assessments they may levy and the proper determination ofspecial benefits.

Legislative clarity with regard to this act will provide districts with clear instructions and courts with legislative intent regarding restrictions on property-based assessments, and the manner in which special benefits should be determined.
36602. Purpose of part
The purpose of this part is to supplement previously enacted provisions of law that authorize cities to levy assessments within property and business improvement districts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act. This part does not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes.
36603. Preemption of authority or charter city to adopt ordinances levying assessments Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing for a different method of levying assessments for similar or additional purposes from those set forth in this part. A property and business improvement district created pursuant to this part is expressly exempt from the provisions of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931 (Division 4 (commencing with Section 2800)). 36603.5. Part prevails over conflicting provisions
Any provision of this part that conflicts with any other provision of law shall prevail over the other provision of law, as to districts created under this part.
36604. Severability
This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in full force and effect. Assessments levied under this part are not special taxes.

ARTICLE 2. Definitions
36606. “Activities”
“Activities” means, but is not limited to, all of the following that benefit businesses or real property in the district:
(a) Promotion of public events.
(b) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail retention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal services supplemental to those normally provided by the municipality. (f) Other services provided for the purpose of conferring special benefit upon assessed real property or specific benefits upon assessed businesses located in the district. 36606.5. “Assessment”
“Assessment” means a levy for the purpose of acquiring, constructing, installing, or maintaining improvements and providing activities that will provide certain benefits to properties or businesses located within a property and business improvement district.
36607. “Business”

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“Business” means all types of businesses and includes financial institutions and professions. 36608. “City”
“City” means a city, county, city and county, or an agency or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code, the public member agencies of which includes only cities, counties, or a city and county, or the State of California. 36609. “City council”
“City council” means the city council of a city or the board of supervisors of a county, or the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part. 36609.4. “Clerk”
“Clerk” means the clerk of the legislative body.
36609.5. “General benefit”
“General benefit” means, for purposes of a property-based district, any benefit that is not a “special benefit” as defined in Section 36615.5.
36610. “Improvement”
“Improvement” means the acquisition, construction, installation, or maintenance of any tangible property with an estimated useful life of five years or more including, but not limited to, the following:
(a) Parking facilities.
(b) Benches, booths, kiosks, display cases, pedestrian shelters and signs. (c) Trash receptacles and public restrooms.
(d) Lighting and heating facilities.
(e) Decorations.
(f) Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. (j) Facilities or equipment, or both, to enhance security of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
(l) Rehabilitation or removal of existing structures.
36611. “Management district plan”; “Plan”
“Management district plan” or “plan” means a proposal as defined in Section 36622. 36612. “Owners’ association”
“Owners’ association” means a private nonprofit entity that is under contract with a city to administer or implement improvements, maintenance, and activities specified in the management district plan. An owners’ association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners’ association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. Notwithstanding this section, an owners’ association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subject matter of the district are heard, discussed, or deliberated, and with the California Public Records Act (Chapter 3.5 (commencing with Section 6250) of Division 7 of Title 1 of the Government Code), for all records relating to activities of the district. 36614. “Property”
“Property” means real property situated within a district.

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36614.5. “Property and business improvement district”; “District” “Property and business improvement district,” or “district,” means a property and business improvement district established pursuant to this part.
36614.6. “Property-based assessment”
“Property-based assessment” means any assessment made pursuant to this part upon real property. 36614.7. “Property-based district”
“Property-based district” means any district in which a city levies a property-based assessment. 36615. “Property owner”; “Business owner”; “Owner”
“Property owner” means any person shown as the owner of land on the last equalized assessment roll or otherwise known to be the owner of land by the city council. “Business owner” means any person recognized by the city as the owner of the business. “Owner” means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. Wherever this part requires the signature of the property owner, the signature of the authorized agent of the property owner shall be sufficient. Wherever this part requires the signature of the business owner, the signature of the authorized agent of the business owner shall be sufficient. 36615.5. “Special benefit”
“Special benefit” means, for purposes of a property-based district, a particular and distinct benefit over and above general benefits conferred on real property located in a district or to the public at large. Special benefit includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed. Special benefit excludes general enhancement of property value.
36616. “Tenant”
“Tenant” means an occupant pursuant to a lease of commercial space or a dwelling unit, other than an owner.

ARTICLE 3. Prior Law
36617. Alternate method of financing certain improvements and activities; Effect on other provisions This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this part.

CHAPTER 2. Establishment
36620. Establishment of property and business improvement district A property and business improvement district may be established as provided in this chapter. 36620.5. Requirement of consent of city council
A county may not form a district within the territorial jurisdiction of a city without the consent of the city council of that city. A city may not form a district within the unincorporated territory of a county without the consent of the board

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of supervisors of that county. A city may not form a district within the territorial jurisdiction of another city without the consent of the city council of the other city.
36621. Initiation of proceedings; Petition of property or business owners in proposed district (a) Upon the submission of a written petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a district by the adoption of a resolution expressing its intention to form a district.

The amount of assessment attributable to property or a business owned by the same property or business owner that is in excess of 40 percent of the amount of all assessments proposed to be levied, shall not be included in determining whether the petition is signed by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied. (b) The petition of property or business owners required under subdivision (a) shall include a summary of the management district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district plan can be obtained. (3) Information specifying that the complete management district plan shall be furnished upon request.
(c) The resolution of intention described in subdivision (a) shall contain all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property or businesses within the district, a statement as to whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements do not need to be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities, and the location and extent of the proposed district. (2) A time and place for a public hearing on the establishment of the property and business improvement district and the levy of assessments, which shall be consistent with the requirements of Section 36623.
36622. Contents of management district plan
The management district plan shall include, but is not limited to, all of the following:
(a) If the assessment will be levied on property, a map of the district in sufficient detail to locate each parcel of property and, if businesses are to be assessed, each business within the district. If the assessment will be levied on businesses, a map that identifies the district boundaries in sufficient detail to allow a business owner to reasonably determine whether a business is located within the district boundaries. If the assessment will be levied on property and businesses, a map of the district in sufficient detail to locate each parcel of property and to allow a business owner to reasonably determine whether a business is located within the district boundaries.
(b) The name of the proposed district.
(c) A description of the boundaries of the district, including the boundaries of benefit zones, proposed for establishment or extension in a manner sufficient to identify the affected property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaries of a proposed property assessment district shall not overlap with the boundaries of another existing property assessment district created pursuant to this part. This part does not prohibit the boundaries of a district created pursuant to this part to overlap with other assessment districts established pursuant to other provisions of law, including, but not limited to, the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with another business assessment district created pursuant to this part. This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with a property assessment district created pursuant to this part. (d) The improvements, maintenance, and activities proposed for each year of operation of the district and the maximum cost thereof. If the improvements, maintenance, and activities proposed for each year of operation are the same, a description of the first year’s proposed improvements, maintenance, and activities and a statement that the same improvements, maintenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.

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(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in each year of operation of the district. If the assessment is levied on businesses, this amount may be estimated based upon the assessment rate. If the total annual amount proposed to be expended in each year of operation of the district is not significantly different, the amount proposed to be expended in the initial year and a statement that a similar amount applies to subsequent years shall satisfy the requirements of this subdivision.
(f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against his or her property or business. The plan also shall state whether bonds will be issued to finance improvements.
(g) The time and manner of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new district, the maximum number of years shall be five. Upon renewal, a district shall have a term not to exceed 10 years. Notwithstanding these limitations, a district created pursuant to this part to finance capital improvements with bonds may levy assessments until the maximum maturity of the bonds. The management district plan may set forth specific increases in assessments for each year of operation of the district. (i) The proposed time for implementation and completion of the management district plan. (j) Any proposed rules and regulations to be applicable to the district. (k) (1) A list of the properties or businesses to be assessed, including the assessor’s parcel numbers for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property or business, to defray the cost thereof. (2) In a property-based district, the proportionate special benefit derived by each identified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, from the special benefits conferred on a parcel. Parcels within a property-based district that are owned or used by any city, public agency, the State of California, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel. (l) In a property-based district, the total amount of all special benefits to be conferred upon the properties located within the property-based district.
(m) In a property-based district, the total amount of general benefits, if any. (n) In a property-based district, a detailed engineer’s report prepared by a registered professional engineer certified by the State of California supporting all assessments contemplated by the management district plan. (o) Any other item or matter required to be incorporated therein by the city council. 36623. Procedure to levy assessment
(a) If a city council proposes to levy a new or increased property assessment, the notice and protest and hearing procedure shall comply with Section 53753 of the Government Code. (b) If a city council proposes to levy a new or increased business assessment, the notice and protest and hearing procedure shall comply with Section 54954.6 of the Government Code, except that notice shall be mailed to the owners of the businesses proposed to be assessed. A protest may be made orally or in writing by any interested person. Every written protest shall be filed with the clerk at or before the time fixed for the public hearing. The city council may waive any irregularity in the form or content of any written protest. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the city as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business or the authorized representative. A written protest that does not comply with this section shall not be counted in determining a majority protest. If written protests are received from the owners or authorized representatives of businesses in the proposed district that will pay

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50 percent or more of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than 50 percent, no further proceedings to levy the proposed assessment against such businesses, as contained in the resolution of intention, shall be taken for a period of one year from the date of the finding of a majority protest by the city council. (c) If a city council proposes to conduct a single proceeding to levy both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the property assessment shall comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall comply with subdivision (b). If a majority protest is received from either the property or business owners, that respective portion of the assessment shall not be levied. The remaining portion of the assessment may be levied unless the improvement or other special benefit was proposed to be funded by assessing both property and business owners.
36624. Changes to proposed assessments
At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, reduce, or modify the proposed assessment or the type or types of improvements, maintenance, and activities to be funded with the revenues from the assessments. Proposed assessments may only be revised by reducing any or all of them. At the public hearing, the city council may only make changes in, to, or from the boundaries of the proposed property and business improvement district that will exclude territory that will not benefit from the proposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be reflected in the notice and map recorded pursuant to Section 36627. 36625. Resolution of formation
(a) If the city council, following the public hearing, decides to establish a proposed property and business improvement district, the city council shall adopt a resolution of formation that shall include, but is not limited to, all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities and the location and extent of the proposed district. (2) The number, date of adoption, and title of the resolution of intention. (3) The time and place where the public hearing was held concerning the establishment of the district.
(4) A determination regarding any protests received. The city shall not establish the district or levy assessments if a majority protest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subject to any amendments to this part. (6) A statement that the improvements, maintenance, and activities to be conferred on businesses and properties in the district will be funded by the levy of the assessments. The revenue from the levy of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for any purpose other than the purposes specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district.

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

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36627. Notice and assessment diagram
Following adoption of the resolution establishing district assessments on properties pursuant to Section 36625, the clerk shall record a notice and an assessment diagram pursuant to Section 3114. No other provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part. 36628. Establishment of separate benefit zones within district; Categories of businesses The city council may establish one or more separate benefit zones within the district based upon the degree of benefit derived from the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the city council may also define categories of businesses based upon the degree of benefit that each will derive from the improvements or activities to be provided within the district and may impose a different assessment or rate of assessment on each category of business, or on each category of business within each zone. 36628.5. Assessments on businesses or property owners
The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part. The city council shall structure the assessments in whatever manner it determines corresponds with the distribution of benefits from the proposed improvements, maintenance, and activities, provided that any propertybased assessment conforms with the requirements set forth in paragraph (2) of subdivision (k) of Section 36622. 36629. Provisions and procedures applicable to benefit zones and business categories All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, modification, or disestablishment of benefit zones or categories of business. The city council shall, to establish, modify, or disestablish a benefit zone or category of business, follow the procedure to establish, modify, or disestablish a property and business improvement district. 36630. Expiration of district; Creation of new district If a property and business improvement district expires due to the time limit set pursuant to subdivision (h) of Section 36622, a new management district plan may be created and the district may be renewed pursuant to this part.

CHAPTER 3. Assessments
36631. Time and manner of collection of assessments; Delinquent payments The collection of the assessments levied pursuant to this part shall be made at the time and in the manner set forth by the city council in the resolution levying the assessment. Assessments levied on real property may be collected at the same time and in the same manner as for the ad valorem property tax, and may provide for the same lien priority and penalties for delinquent payment. All delinquent payments for assessments levied pursuant to this part may be charged interest and penalties.
36632. Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property
(a) The assessments levied on real property pursuant to this part shall be levied on the basis of the estimated benefit to the real property within the property and business improvement district. The city council may classify properties for purposes of determining the benefit to property of the improvements and activities provided pursuant to this part.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses within the property and business improvement district. The city council may classify businesses for purposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this part.

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(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit from the improvements and service funded through these assessments, and shall not be subject to any assessment pursuant to this part.
36633. Time for contesting validity of assessment
The validity of an assessment levied under this part shall not be contested in an action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36625. An appeal from a final judgment in an action or proceeding shall be perfected within 30 days after the entry of judgment.
36634. Service contracts authorized to establish levels of city services The city council may execute baseline service contracts that would establish levels of city services that would continue after a property and business improvement district has been formed. 36635. Request to modify management district plan
The owners’ association may, at any time, request that the city council modify the management district plan. Any modification of the management district plan shall be made pursuant to this chapter. 36636. Modification of plan by resolution after public hearing; Adoption of resolution of intention (a) Upon the written request of the owners’ association, the city council may modify the management district plan after conducting one public hearing on the proposed modifications. The city council may modify the improvements and activities to be funded with the revenue derived from the levy of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the levy of a new or increased assessment, the city council shall comply with Section 36623. Notice of all other public hearings pursuant to this section shall comply with both of the following:
(1) The resolution of intention shall be published in a newspaper of general circulation in the city once at least seven days before the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by first class mail, at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification.
(b) The city council shall adopt a resolution of intention which states the proposed modification prior to the public hearing required by this section. The public hearing shall be held not more than 90 days after the adoption of the resolution of intention. 36637. Reflection of modification in notices recorded and maps Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recorded pursuant to Division 4.5 (commencing with Section 3100), in a manner consistent with the provisions of Section 36627.

CHAPTER 3.5. Financing
36640. Bonds authorized; Procedure; Restriction on reduction or termination of assessments (a)The city council may, by resolution, determine and declare that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted pursuant to Section 36625, if the resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1915 (Division 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code). Either act, as the case may be, shall govern the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessary to accommodate assessments levied upon business pursuant to this part.

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(b) The resolution adopted pursuant to subdivision (a) shall generally describe the proposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those improvements, specify the number of annual installments and the fiscal years during which they are to be collected. The amount of debt service to retire the bonds shall not exceed the amount of revenue estimated to be raised from assessments over 30 years.
(c) Notwithstanding any other provision of this part, assessments levied to pay the principal and interest on any bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.

CHAPTER 4. Governance
36650. Report by owners’ association; Approval or modification by city council (a) The owners’ association shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be levied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The owners’ association’s first report shall be due after the first year of operation of the district. The report may propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the district, the basis and method of levying the assessments, and any changes in the classification of property, including any categories of business, if a classification is used.
(b) The report shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies, and, with respect to that fiscal year, shall contain all of the following information:
(1) Any proposed changes in the boundaries of the property and business improvement district or in any benefit zones or classification of property or businesses within the district. (2) The improvements, maintenance, and activities to be provided for that fiscal year. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that fiscal year.
(4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropriate, to estimate the amount of the assessment to be levied against his or her property or business for that fiscal year.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
(6) The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the owners’ association or may modify any particular contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and 36636.

The city council shall not approve a change in the basis and method of levying assessments that would impair an authorized or executed contract to be paid from the revenues derived from the levy of assessments, including any commitment to pay principal and interest on any bonds issued on behalf of the district. 36651. Designation of owners’ association to provide improvements, maintenance, and activities The management district plan may, but is not required to, state that an owners’ association will provide the improvements, maintenance, and activities described in the management district plan. If the management district plan designates an owners’ association, the city shall contract with the designated nonprofit corporation to provide services.

CHAPTER 5. Renewal
36660. Renewal of district; Transfer or refund of remaining revenues; District term limit (a) Any district previously established whose term has expired, or will expire, may be renewed by following the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues

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shall be spent to benefit only the parcels or businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior district, the remaining revenues attributable to these parcels shall be refunded to the owners of these parcels or businesses. (c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the district is authorized to issue bonds, until the maximum maturity of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed district be the same as the original or prior district.

CHAPTER 6. Disestablishment
36670. Circumstances permitting disestablishment of district; Procedure (a) Any district established or extended pursuant to the provisions of this part, where there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the city council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment. (2) During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30-day period shall begin two years after the date of the establishment of the district. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution of intention to disestablish the district. The city council shall notice a hearing on disestablishment. (b) The city council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hearing on disestablishment required by this section shall be given by mail to the property owner of each parcel or to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 days after mailing the notice to the property or business owners. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention. 36671. Refund of remaining revenues upon disestablishment or expiration without renewal of district; Calculation of refund; Use of outstanding revenue collected after disestablishment of district (a) Upon the disestablishment or expiration without renewal of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded to the owners of the property or businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished or expires. All outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan. (b) If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of any refund.

YSTID Management District Plan 24
July 1, 2021
APPENDIX 2 – ASSESSED BUSINESSES
Business Name Jurisdiction Street Address City/State/Zip Town House Motel Marysville 322 9th Street Marysville, CA 95901 Americas Best Value Inn Marysville 721 10th Street Marysville, CA 95901 Budget Inn Marysville 230 E Street Marysville, CA 95901 Motel 6 Marysville 803 E Street Marysville, CA 95901
Mhc Property Management Dba
Lake Minden
Sutter County 2 N. Riverside Plaza, Suite 800 Chicago, Il 60606 Butte Star Ranch Sutter County 8807 S. Butte Rd. Sutter, CA 95982 Bonanza Inn Yuba City 1001 Clark Avenue Yuba City, CA 95991 Econo Lodge Yuba City 730 N. Palora Avenue Yuba City, CA 95991 Nice Inn Yuba City 545 Colusa Avenue Yuba City, CA 95991 Days Inn Yuba City 700 N Palora Avenue Yuba City, CA 95991 Hampton Inn And Suites Yuba City 1375 Sunsweet Blvd. Yuba City, CA 95991 Harkey House Yuba City 212 C Street Yuba City, CA 95991 California Inn Yuba City 2129 Live Oak Blvd. Yuba City, CA 95991 Sutter Hotel Group (Best
Western Yuba City)
Yuba City 894 W Onstott Frontage Rd. Yuba City, CA 95991 Travel Lodge Yuba City 965 Gray Avenue Yuba City, CA 95991 Brownsville Motel Yuba County 8592 La Porte Road Brownsville, CA 95919 Frenchtown Inn Yuba County 9858 Frenchtown Dobbins Rd Oregon House, CA 95962 Collins Lake Yuba County 7530 Collins Lake Road, Browns Valley, CA 95918 Willow Creek Campground Yuba County 17548 State Highway 49 Camptonville, CA 95922 Thousand Trails / Lake Of The
Springs
Yuba County 14152 French Town Road Oregon House, CA 95962 Environmental Alternatives / Lake
Francis
Yuba County 13919 Lake Francis Road Dobbins, CA 95935
Comfort Suites Yuba County 1034 North Beale Road Marysville, CA 95901 Peach City Inn Yuba County 1078 N Beale Rd Marysville, CA 95901 Rio Inn & Suites Yuba County 899 North Beale Rd Marysville CA 95901 Travel Inn & Suites Yuba County 1111 N Beale Rd Marysville, CA 95901

Agenda Item 17

CITY OF YUBA CITY

STAFF REPORT
Date: January 18, 2022
To: Honorable Mayor & Members of the City Council
From: Fire Department
Presentation By: Jesse Alexander
Summary
Subject: Purchase of ESO Fire Records Management Software (RMS) Recommendation: A. Adopt a Resolution authorizing the sole source purchase of ESO Fire Records Management Software (RMS) and enter into a 60-month advance payment term in the amount of $152,027.25
B. Authorize the Finance Director to use funds from the American Rescue Plan Act account 2560-69201 in the amount of $152,027.25
Fiscal Impact: $152,027.25 American Rescue Plan Act account, 2560-69201 Council's Strategic Goal:

This purchase addresses the City Council’s Public Safety Strategic Goal, by replacing an essential software component for the Fire Department.

Purpose:

Purchase of ESO Fire Records Management Software (RMS) to replace the Fire Department’s current records management software that retires in December 31, 2022, and to enter into a 60-month advance payment for ESO software.

Background:

In the summer of 2021, the Yuba City Fire Department (YCFD) was informed that our current Fire Records Management Software (FIREHOUSE) would be sunsetting all FIREHOUSE products and customer support in the future. FIREHOUSE records management software is the primary mechanism that the Fire Department uses for tracking all emergency response data, including, but not limited to, fire personnel, time stamps for emergency response, narratives for actions taken during the Incident, fire investigation reports, and all fire inspection records. YCFD was formally notified on October 25, 2021, that sunset of FIREHOUSE would occur on December 31, 2022, and that FIREHOUSE installed on local servers and devices will not receive customer support in 2023. ESO recently purchased FIREHOUSE and decided to retire FIREHOUSE services due to its growing security risk and that it does not meet current National Fire Incident Reporting System (NFIRS) submission rules. In addition

to FIREHOUSE, ESO also purchased Emergency Reporting System (ERS), which is another common records management software utilized by Fire Department agencies. ESO is also informing Fire agencies that ERS is also retiring.

Analysis:

ESO has acquired two of the most common Fire RMS systems with FIREHOUSE and ERS, and thus limiting the options for alternatives; however, this resulted in some benefits for making a transition to ESO. The primary advantage is the transfer and migration of data from FIREHOUSE to ESO, which would prevent the loss of essential records that are required for NIFRS and legal purposes. Yuba City’s Computer Automated Dispatch (CAD) requires an interface between CAD and Fire’s RMS.

Utilizing ESO Fire RMS will allow YCFD to utilize our current interface for FIREHOUSE and thus preventing this additional purchase. ESO Fire RMS is a cloud based, which allows access through a web browser versus a local client that allows for increased security and access when remotely accessing for fire inspections and pre-fire plans.

YCFD and the City’s Information Technology Departments recommends to sole-source with ESO Fire RMS and enter into a 60-month advance payment contract. There are one-time and recurring fees for making the transition from FIREHOUSE to ESO Fire RMS; however, there are discounts for migrating from FIREHOUSE to ESO and entering into a long-term contract versus year-to-year. YCFD will receive a reimbursement from our current FIREHOUSE contract; however, the exact amount will not be known until the full transition occurs. Below is a breakdown of costs:
12-Month Contract 60-Month Contract
Total One-Time Fees: $12,875.00 Total One-Time Fees: $12,875.00 Total Recurring Fees: $34,096.00 Total Recurring Fees: $170,480.00 Discounts: -$9,915.55 Discounts: -$31,327.75
Total Fees: $37,055.45 Total Fees: $152,027.25
Fiscal Impact:
$152,027.25 American Rescue Plan Act account, 2560-69201 Alternatives:
1) Approve the supplemental appropriation for a 12-month contract with ESO Fire RMS 2) Do not approve the supplemental appropriation and direct staff to find an alternative funding source. 3) Do not authorize the purchase of ESO Fire RMS.

Recommendation:

1. Adopt a Resolution authorizing the sole source purchase of ESO Fire Records Management Software (RMS) and enter into a 60-month advance payment term in the amount of $152,027.25.

2. Authorize the Finance Director to use funds from the American Rescue Plan Act account 2560- 69201 in the amount of $152,027.25
Council's Strategic Goal:

This purchase addresses the City Council’s Public Safety Strategic Goal, by replacing an essential

software component for the Fire Department.

Attachments:

1. ESO Resolution
Prepared By: Submitted By:

Jesse Alexander
Fire Chief
Diana Langley
City Manager

ATTACHMENT 1

RESOLUTION NO. ___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF YUBA CITY

AUTHORIZING THE SOLE SOURCE PURCHASE OF ESO FIRE RECORDS MANDAGMENT SOFTWARE AND ENTER INTO A 60-MONTH ADVANCE

PAYMENT CONTRACT
WHEREAS, the Yuba City Fire Department is requesting authorization to purchase ESO Fire Records Management Software and enter into a 60-month advance payment contract; and WHEREAS, the Yuba City Fire Department’s current Records Management will retire on December 31, 2022 and no longer be supported by ESO; and WHEREAS, the Fire Department requests approval to utilize $152,027.25 from the American Rescue Plan Act for the purchase of ESO Fire Records Management Software; and WHEREAS, the City has met the requirements to sole source the software purchase pursuant to City Purchasing Policies section 8-8.4.2; and
WHEREAS, the City Council now desires to authorize the sole source purchase of ESO Fire Records Management Software and enter into a 60-month contract NOW, THEREFORE, be it resolved by the City Council of the City of Yuba City as follows:

Section 1. The above recitals are true and correct, and are hereby incorporated herein by this reference.

Section 2. The City Council hereby approves the sole source purchase of ESO Fire Records Management Software. The City Council finds that a sole source award is appropriate on grounds including that ESO is the sole authorized manufacturer the Fire and EMS software, the product is one which Fire Department staff already has familiarity such that retraining costs and time will be reduced, and the requested records management software has unique performance and quality specifications which are essential to Department operations and which are not available in comparable products. The City Council further finds that the proposed price for the records management software is reasonable and the purchase of the records management software is in the best interests of the City. As such, the City Council hereby approves the sole source purchase of ESO Fire Records Management Software through ESO, Inc. The City Manager is authorized to entered into an agreement for the same, in an amount not to exceed $152,027.25, subject as to approval as to legal form by the City Attorney.

Section 3. The City Council approves the authorization of the Finance Director to use funds from the American Rescue Plan account 2560-69201 in the amount of $152,027.25.

The foregoing Resolution was duly and regularly introduced, passed, and adopted by the City Council of the City of Yuba City at a regular meeting thereof held on the 18th day of January, 2022.
*****

AYES:

NOES:

ABSENT:

Dave Shaw, Mayor
ATTEST:

Ciara Wakefield, Deputy City Clerk

APPROVED AS TO FORM
COUNSEL FOR YUBA CITY:

Shannon Chaffin, City Attorney
Aleshire & Wynder, LLP

Agenda Item 18

CITY OF YUBA CITY

STAFF REPORT
Date: January 18, 2022
To: Honorable Mayor & Members of the City Council
From: Finance/IT Department
Presentation By: Spencer Morrison, Finance Director
Summary
Subject: Final Financial Report for Fiscal Year Ending June 30, 2021 Recommendation: Note and File the Final Financial Report for the Fiscal Year Ending June 30, 2021
Fiscal Impact: Informational item only
Purpose:

To support City Council's priority of fiscal responsibility by providing City Council with a summary of the final, unaudited, revenue and expenses of the City's major operating funds.

Council's Strategic Goal:

This item addresses the City Council's Strategic Goal of fiscal responsibility.

Background:

Finance provides periodic Financial Reports to City Council to keep them apprised of the City’s financial activities along with trends in revenues and expenditures. To help guide the ongoing budget review process and to help make recommendations to the entire City Council, the Council formed a Budget Ad Hoc Committee.

Analysis:

The attached Final Financial Report has been prepared for City Council review for the Fiscal Year Ending June 30, 2021.

Alternatives:

Not applicable
Recommendation:

Staff recommends that the City Council note and file the Final Financial Report for the Fiscal Year

Ending June 30, 2021.

Attachments:

1. QFR 6-30-21
Prepared By: Submitted By:

Spencer Morrison
Finance Director
Spencer Morrison
Finance Director

Final Financial Report
For Fiscal Year Ending 06/30/21 (Final Year End)
1201 Civic Center Boulevard . Yuba City, CA 95993 . yubacity.net January 18, 2022

OVERVIEW
The field work for the City’s independent financial audit for FY 2020-20 was completed during the first two weeks of
October. During the months of August and September, a
great deal of Finance staff time goes into closing the books and preparing for the arrival of the City’s auditors. Finance staff gathers all of the accrual information in accordance with Governmental Accounting Standards. In addition, we
analyze the components that make up the City’s assets,
liabilities, revenues, expenditures and fund balances to ensure everything is properly accounted for. City staff attempts to review activity from an auditor’s perspective prior to the arrival of the City’s independent auditors. This is beneficial because it makes the performance of the audit much smoother for the City’s auditors, City staff, and other departments throughout the City. Finance makes the effort to ensure that the City has no material misstatements in the pre-audit balances which are provided to the auditors. As stated, the audit fieldwork was completed in the first two weeks of October, the auditors made very few adjustments to the City’s records.

In this Financial Report, any use of reserves to fund
operations will be consistently referred to as reserves, not to be confused with revenues. Revenues are generated through operational charges for services or tax sources, not from spending fund balances accumulated in previous years to finance current expenditures.

This Final Financial Report for the fiscal year ending June 30, 2021, includes only the major operating funds of the City:
the general fund, the water fund and the wastewater
operating fund.

GENERAL FUND
General Fund Financial Condition.

The original adopted budget for FY 2020-21 included
revenues of $43.2 million and expenditures of $45.0 million resulting in a deficit on a budgetary basis of $1.8 million. We then added just over $1.6 million in grant carryover and new grant revenue supplemental appropriations and $2.0 million in expenditure supplemental appropriations throughout the year as we began to see the economic outlook improve. City staff expected to end the fiscal year with a surplus because staff anticipated there would be budgetary savings due to vacant positions throughout the City which create onetime savings along with budgetary savings in materials, supplies, and services accounts.

Throughout the fiscal year, adjustments are approved by City Council increasing the total final adopted budget amounts.

Below is a summary of the significant adjustments increasing appropriations during FY 2020-21:

During FY 2020-21, budget priorities focused on investing in general fund infrastructure, reduction of our unfunded
pension liabilities, providing City services to all City residents, setting aside funds for economic development, and planning for more broadly distributed employee salary increases as staff salaries had remained fairly static for many years.

As the City looks toward the future, we will continue our fiscally conservative financial planning. The year-end results of operations show the general fund once again with a
surplus from vacant positions and other budgetary savings.

However, this is onetime savings and will not help balance budgets in future fiscal years. Additionally, there are a significant list of fiscal needs that compete for those fiscal year-end dollars. The transfers out from the general fund based on the year-end surplus per the FY 2021-22 Budget Resolution included the following items:

PERS Supplemental UAL Payment $ 500,000
Strike Team Overtime Approppriation 597,948
Encumbrances 6/30/2020 350,187
Grants Carried Over From 6/30/2020 474,340
New Grant Appropriations 280,572
Other Miscellaneous Small Changes 120,043
$ 2,323,090
Transfers Out FY 2020-21:

Transfer to General CIP Fund $ 2,686,263
Transfer to Pension Trust Fund 2,121,263
PERS Add'l Discretionary Paymnt 500,000
Veh. Maint. Fund & Technology 97,300
LLMD 1B Deficit Balance 7,900
$ 5,412,726

As part of the adopted landscape and lighting maintenance budgets, City Council authorized $7,900 to be transferred from the general fund to district 1B to cover an ongoing operational deficit to keep up the appearance of one of the City’s gateways. This district denied adding cost of living increases during an earlier Proposition 218 balloting.

Thereafter, the remaining $5,307,526 was split and half was transferred to the general unallocated CIP fund for future use and allocation and half was transferred to the City’s Pension Stabilization Trust to offset the unfunded pension liability. The remaining fund balance is equal to 15 percent of the FY 2021-22 appropriations in accordance to the City’s budget policy.

FY 2020-21 governmental and business operations continue to be impacted by the global, coronavirus pandemic—
COVID-19. While sales tax revenues continued to buoy the City’s revenues, the unpredictability and uncertainty of future operating costs and revenue shortfalls related to the pandemic response, supply-chain disruptions, and policy changes at the local, state, and federal levels has added to uncertainty. Much of the City’s surplus is due to the robust automobile sales segment, which may be subject to large declines in coming months due to ongoing supply-chain
issues.

The budgetary impact resulting from the CalPERS Board’s approval of reducing the discount rate from 7.5 percent to

7.0 percent continues to factor into budget decisions.

Recent double-digit investment earning for CalPERS will certainly trigger the Funding Risk Mitigation Policy that will automatically reduce the discount rate from 7.0 percent to something less—perhaps 6.5-6.8 percent. This will have an impact on the City’s unfunded actuarial liability, but will be funded by the gains experienced by such large investment returns, a wash for the City. The FY 2023-24 actuarial report will reflect these changes. The revised estimated citywide impact is an increase from $10.0 million in total retirement costs for FY 2020-21 to a projected $12.7 million in FY 2027- 28 based on the CalPERS actuarial reports released in July, 2021. The total increase in projected retirement costs for the City’s general fund through FY 2026-27, based on the most recent actuarial reports, is $3.3 million.

The City continues to update its long-range financial model in order to plan for these excessive impacts. Long-term however, revenue growth is not anticipated to keep pace with the significant growth in CalPERS retirement cost
increases. Other monetary options have been and will
continue to be considered. All jurisdictions in the State of California are facing a similar financial burden; Yuba City is not alone in this regard. What this means: the CalPERS
retirement system as it exists today is not sustainable for some agencies. City staff follows the issue discussions about additional options which will lessen the burden in future years. An example of such an option is the addition of
another layer of pension reform which would convert all classic CalPERS employees over to a less generous formula similar to PEPRA employees for future service credit as of a set date in the future. Many options continue to be discussed by specific groups throughout the state of California at this time.

In the past several years, the City experienced more vacancy savings than was historically seen in the ten previous years.

For FY 2020-21, the general fund salaries and benefits
savings was just under $1.3 million. Finance typically
attributes the perennial vacancy savings to two things: 1) Employees who reach eligible retirement age begin drawing CalPERS retirement while going back to work in a non-PERS employment arrangement; and 2) The City has provided an increase in salaries for most employees totaling only seven percent in the past ten years. Human Resources is actively recruiting to fill all vacancies throughout the City, and continues to focus on hiring quality team members for our agency.

General Fund Summary.

A summary of the results of FY 2020-21, are as follows:

On a budgetary basis, the City would have ended the year with a $1.8 million operating deficit. In reality, the actual results of operations at the end of the year resulted in the City having a nearly $6.0 million surplus. This difference is because expenditures came in under budget by $2.9 million and revenues were over budget by $1.8 million. In
expenditures, there was salaries and benefits savings of $1.2 million, mostly from vacant positions throughout the year; $1.1 million in materials, supplies and services savings; $15,636 in capital acquisitions savings; and $496,679 in grant expenditures were budgeted, but not expended, which will roll forward to FY 2021-22. For comparison purposes, the amount of vacancy savings for FY 2019-20 was $2.3 million.

The City monitors and tracks vacant positions quarterly. In reviewing the vacancy lists, it is clear that vacant positions are being filled, but turnover in staffing continues. For
perspective, in June, 2017, there were 36 vacant positions in the general fund which represented 15.2 percent of the
authorized full-time equivalent general fund positions. The total amount budgeted for these vacancies was $4.2 million.

In July, 2018, the number of vacant positions in the general fund declined to 21, with a total budgeted cost of $2.2 million. By February, 2019, the number of vacancies in the general fund had declined to 10, with a budgeted cost of $1.3 million. By June, 2019, the number of vacancies
increased back up to 15 positions with a budgeted value of $2.2 million. The declining trend in the number of vacancies would have continued, along with declining budgetary
savings had it not been for the pandemic slowing hiring through proactive budget savings measures or due to shifting priorities to COVID-19 response and difficulty in conducting hiring during these times. It is also important to recognize Budget Actual Percent
Revenues $ 48,510,105 $ 50,322,851 103.7%
Expenditures (47,343,071) (44,375,552) 93.7%
Operating Surplus/(Deficit) 1,167,034 5,947,299
Transfers Out (5,412,726) (5,412,726)
Plus Beginning Fund Balance 6,752,997 6,752,997
Balance 6-30-21 $ 2,507,305 $ 7,287,570 -

that not all of the savings from vacancies is realized for public safety personnel as necessary shifts are covered through the use of overtime, thereby reducing savings in order to
continue service levels. As stated previously, the Human Resource department continues to place a high priority on recruiting and filling vacant positions.

As part of adopting the FY 2021-22 budget, City Council affirmed the budget policy which splits any amount of
revenues in excess of expenditures at the end of the year (after transfers outlined in the budget resolution) to the City’s general unallocated capital improvement fund (CIP) account for future capital projects. City Council has placed the funding of the pension stabilization account on hold until long-term financial impacts from the pandemic are clear.

For FY 2020-21, the City transferred out $5.3 million to be used in future years for general fund capital infrastructure projects and for allocated uses deferred such as pension stabilization. During the recession, only the highest priority general fund infrastructure projects were funded, depleting reserves. The City has been unable to set aside sufficient capital funds for infrastructure replacement and renewal needs. As of June 30, 2021, the City has $4.8 million in unrestricted general capital improvement project dollars available after deducting the $1.9 million allocated for general fund CIP projects included in the adopted FY 2021- 22 CIP budget. Staff has recommended that a minimum
balance of $500,000 be maintained for urgent or emergency facility needs. Long-term, there is a need to address finding additional revenue sources in order to meet the
infrastructure renewal and replacement needs for the City’s aging facilities.

Revenues.

The City’s top ten revenues account for almost 95 percent of total General Fund revenues; as such, they provide a very good summary of our revenue position.

Fiscal year end is a good time to not only compare budget vs. actual for the fiscal year, but also to compare the actual results of operations for two fiscal years. This is shown in the tables below for the top ten general fund revenues.
 Property Tax. Property tax receipts experienced a 3.6 percent increase, $498,745, in the current fiscal year over the previous year. Budget projections were based on an
estimated increase of 0.2 percent. Final assessed values increased by 4.6 percent for the general fund, as provided by the Sutter County Auditor-Controller’s Office. With the increase in assessed values being 4.6 percent, the City would have expected to see an increase equivalent to about that percentage, or slightly higher than the 3.6 percent actually received. Actual receipts were $248,900 more than
budgeted.
 Sales Tax. Sales tax revenues are $1.5 million more than budgeted and $2.9 million, or 20.1 percent higher, than FY 2019-20. The FY 2020-21 budget projections for a 15
percent decrease from the FY 2019/20 budget were
developed with a lack of information on the ongoing impacts of the COVID-19 pandemic on the local economy and with
dire forecasts and projections from cities across the nation and state. After the budget was adopted, however, actual results showed a different outcome. Actual sales tax receipts for the most recent four quarters resulted in an average increase of 24.8 percent on a cash basis and 17.1 percent on an adjusted basis compared to the same quarters of the
previous year. The big difference in cash basis vs. adjusted basis is due to the governor’s executive order N-40-20 which created a business payment deferral program, along with the delays in the California Department of Tax and Fee
Administration’s (CDTFA) processing of tax returns during their software conversion. The City continues to benefit from the Wayfair Decision which defines the taxable point of sale as the online customers’ county and online retailers must now remit sales taxes based on the laws of that jurisdiction.

Sales tax continues to be volatile from quarter to quarter, making it difficult to predict. The chart below shows changes in sales tax revenues compared to the same quarter of the previous year, both on a cash basis and on an adjusted basis.

The amounts received on a cash basis are important to the City because it represents revenues flowing into our bank account that we can use to pay employees and vendors of the City. The adjusted basis data is also important to evaluate as it is the “true” amount of increase or decrease from the same quarter of the previous year on an audited basis after
factoring in accounting adjustments. Accounting
adjustments are made by the CDTFA and include such items as a retailer who misses a payment one quarter and then pays Top Ten Revenues Budget Actual % Received
Property Taxes $ 14,215,500 $ 14,464,400 101.8%
Sales Tax 15,637,600 17,146,189 109.6%
Business Licenses 1,137,700 854,015 75.1%
Franchise Fees 1,921,200 1,963,163 102.2%
Hotel/Motel Surcharge 956,000 1,167,422 122.1%
Building Permits 1,050,000 894,002 85.1%
Police Special Services 200,000 178,734 89.4%
CSA "G" Fire Contract 835,600 838,155 100.3%
Recreation Fees 750,000 376,459 50.2%
Operating Transfers 9,582,763 8,753,336 91.3%
Total $ 46,286,363 $ 46,635,874 100.8%
Top Ten Revenues FY 19-20 FY 20-21 % Change
Property Taxes $ 13,965,655 $ 14,464,400 3.6%
Sales Tax 14,274,066 17,146,189 20.1%
Business Licenses 1,374,704 854,015 -37.9%
Franchise Fees 1,881,145 1,963,163 4.4%
Hotel/Motel Surcharge 1,106,889 1,167,422 5.5%
Building Permits 1,395,037 894,002 -35.9%
Special Police Services 197,939 178,734 -9.7%
CSA "G" Fire Contract 844,968 838,155 -0.8%
Recreation Fees 430,678 376,459 -12.6%
Operating Transfers 8,173,799 8,753,336 7.1%
Total $ 43,644,880 $ 46,635,874 6.9%

a double payment the following quarter. The adjusted
amounts factor in these differences from quarter to quarter.  Business Licenses. Business licenses are renewed in
January of each year. Revenues were $283,685 less than
budget estimates, and were 37.9 percent lower, or $520,689 less than the prior year. This is largely attributable to enforcement action by City staff and in some small part the business license audit conducted in FY 2019-20 to ensure that all businesses operating in Yuba City are doing so with a valid business license in order to create equality. This program was put on hold during the pandemic due to
staffing issues.
 Franchise Fees. The City receives franchise fees from PG&E, Recology, AT&T and Comcast; the fees are based
upon a percentage of their revenues. Actual receipts were $41,963 more than budgeted, and $152,963 more than the
prior year budget. This was an increase of 8.5 percent. The FY 2020-21 budget estimated an increase of 6.0 percent.  Hotel/Motel Surcharge. Surcharge revenues were
$211,422 more than budgeted and $60,533 more than the
previous year actuals. Travel and leisure services were hit especially hard by the pandemic response which included travel and gathering restrictions, so the gradual opening of the economy in 2021 brought better revenue to the sector.  Construction Permit Fees. Building Permit revenues
were $155,998 less than budgeted and $501,035 less than the previous year. These revenues are difficult to project and are driven by the level of construction occurring locally.

Developers and builders began planning more projects and pulled more permits in FY 2019-20.
 Special Police Services. Special police service revenues were $21,266 less than budgeted and $19,205 less than the prior year.
 CSA “G” Fire Contract. The City receives these funds for fire services to the unincorporated area that was formerly served by the Walton Fire Protection District. These
revenues were $2,555 higher than budgeted and $6,813 less than the previous year.
 Recreation Fees. Service fees received through the end of the fiscal year were $373,541 less than budgeted and $54,219 less than the previous year. The pandemic response has limited the ability to gather and take part in recreation classes.
 Operating Transfers. The General Fund receives
reimbursement for operating costs associated with support services provided to the water and wastewater utilities as well as other fund transfers. Actual transfers for
reimbursements to the general fund were $829,427 less than budgeted due to reimbursements for staff time spent on
various capital projects being less than originally budgeted.

The shortfall was due to vacancies in the Public Works
Engineering division which caused staff to charge less time to capital projects. There was an offsetting expenditure savings of $461,555 from the vacant positions. The remaining
transfers are within budgetary expectations.

Expenditures. Operating costs are less than budgetary
expectations when the original budget was adopted and
significantly less than the amended budget as adjusted for supplemental appropriations during the fiscal year.

Compared to final general fund appropriations, the savings generated is a combination from all categories. There was $1.3 million in savings in salaries and benefits (plus $41,614 applicable to grant programs). Just under 94.0 percent of the total budgeted for salaries and benefits was expended.

Materials, supplies and services had savings of $1.0 million and was expended at 90.8 percent of the amount budgeted.

Capital acquisitions had $323,515 in unexpended grant
activities that will carry over to FY 2021-22. Please see additional information below showing the expenditure
summaries. Summaries are included comparing final
budgeted vs. actual expenditures both by department and by category.

Expenditures Budget Actual % Expended
City Council $ 154,714 $ 132,565 85.7%
City Attorney 250,000 357,691 143.1%
City Manager 501,022 647,140 129.2%
Finance/IT 2,850,557 2,756,132 96.7%
City Treasurer/City Clerk 49,336 49,043 99.4%
Human Resources 1,087,689 775,430 71.3%
Development Services 1,563,640 1,309,806 83.8%
Public Works 5,307,204 4,424,990 83.4%
Police 18,171,943 17,503,224 96.3%
Fire 11,802,831 12,111,688 102.6%
Animal Control Services 894,842 733,966 82.0%
Economic Development 306,498 84,307 27.5%
Contingency 38,096 38,096 100.0%
Non-Departmental Misc. 282,900 163,636 57.8%
Community Services 3,984,500 3,287,839 82.5%
Total General Fund $ 47,245,771 $ 44,375,552 93.9%

The savings from unexpended appropriations as of June 30, 2021, can be misleading. It gives the impression that the City was under budget by $2.9 million. This is not the full story as there was $509,192 in encumbrance carryovers for general fund purchase orders outstanding at year end which roll over into the next fiscal year and are in essence monies spent out of the current fiscal year budget. In addition, City Council approved grant funded programs, which were not fully spent during the fiscal year, and will therefore also roll over into the next year. These total $496,679 at the end of FY 2020-21.

The general fund savings for unexpended appropriations
that will not carryover and be spent in the following fiscal year is as large as it has been in recent years due to greater vacancies and savings through reduced activities during the pandemic response and amounts to $2.4 million.

Comparing actual expenditures for FY 2019-20 to FY 2020- 21 indicate that expenditures increased by approximately $1.0 million, or 2.4 percent.

Comparing expenditures by category to those of the previous year shows the changes in types of expenditures made in FY 2020-21.

ENTERPRISE FUNDS
The following summarizes year-end revenues, expenditures and changes in current assets and liabilities for the enterprise funds. Current assets and liabilities are used as a
measurement tool as the net of these two are the resources available to pay for operating expenses and capital
infrastructure project funding.

Budget Actual Savings % Expended
Salaries & Benefits $ 35,744,309 $ 34,459,652 $1,284,657 96.4% Heat & Power 359,848 491,536 (131,688) 136.6%
Telephone 213,437 233,727 (20,290) 109.5%
Postage & Freight 119,823 114,392 5,431 95.5%
Advertising 68,100 43,177 24,923 63.4%
Forms & Supplies 147,346 104,638 42,708 71.0%
Printing & Binding 83,293 41,834 41,459 50.2%
Professional Services 2,823,804 2,229,316 594,488 78.9% Professional Development 197,478 53,453 144,025 27.1%
Dues & Subscriptions 104,658 112,400 (7,742) 107.4%
Rental Blds./Equipment/Land 1,025 499 526 48.7%
Equipment O & M 427,787 400,669 27,118 93.7%
Special Equipment O & M 123,277 141,972 (18,696) 115.2% Vehicle & Special Equipment 2,115,697 2,005,048 110,649 94.8% Buildings & Facility O & M 893,510 868,151 25,359 97.2% Chemicals 37,000 25,238 11,762 68.2%
Tools, Supplies & Equipment 243,788 184,370 59,418 75.6% Other Materials & Supplies 262,899 92,887 170,012 35.3% Training Programs 204,195 164,744 39,451 80.7%
Water 180,165 226,210 (46,045) 125.6%
Uniform Clothing 76,338 63,023 13,315 82.6%
Liability Insurance 924,582 924,582 - 100.0%
Debt Service 724,482 703,069 21,412 97.0%
Contingency 38,096 38,096 - 100.0%
Technology Replacement ISF 421,703 421,703 - 100.0%
Recreation Programs 195,590 49,756 145,834 25.4%
Equipment & Vehicle Purchases 513,542 181,410 332,131 35.3% Total General Fund $ 47,245,771 $ 44,375,552 $2,870,219 93.9% Expenditures FY 19-20 FY 20-21 Change
City Council $ 133,532 $ 132,565 $ (967)
City Attorney 359,432 357,691 (1,741)
City Manager 746,876 647,140 (99,736)
Finance/IT 2,655,496 2,756,132 100,637
City Treasurer/City Clerk 29,718 49,043 19,324
Human Resources 855,686 775,430 (80,256)
Development Services 1,571,232 1,309,806 (261,426)
Public Works 4,322,703 4,424,990 102,286
Police 15,651,276 17,503,224 1,851,948
Fire 12,370,802 12,111,688 (259,114)
Animal Control Services 841,007 733,966 (107,042)
Economic Development 88,875 84,307 (4,568)
Contingency 18,524 38,096 19,571
Non-Departmental Misc. 265,684 163,636 (102,048)
Community Services 3,432,825 3,287,839 (144,985)
Total General Fund $ 43,343,669 $ 44,375,552 $ 1,031,883 FY 19-20 FY 20-21 Change
Salaries & Benefits $33,033,925 $ 34,459,652 $ 1,425,727 Heat & Power 546,464 491,536 (54,927)
Telephone 207,363 233,727 26,364
Postage & Freight 113,010 114,392 1,381
Advertising 45,613 43,177 (2,435)
Forms & Supplies 119,610 104,638 (14,972)
Printing & Binding 64,428 41,834 (22,594)
Professional Services 2,876,333 2,229,316 (647,017)
Professional Development 107,867 53,453 (54,415)
Dues & Subscriptions 101,391 112,400 11,009
Rental Blds./Equipment/Land 3,401 499 (2,901)
Equipment O & M 358,255 400,669 42,414
Special Equipment O & M 123,149 141,972 18,823
Vehicle & Special Equipment 1,971,621 2,005,048 33,426
Buildings & Facility O & M 767,719 868,151 100,433
Chemicals 24,302 25,238 935
Tools, Supplies & Equipment 234,739 184,370 (50,369)
Other Materials & Supplies 103,407 92,887 (10,521)
Training Programs 171,615 164,744 (6,871)
Water 191,322 226,210 34,888
Uniform Clothing 89,033 63,023 (26,011)
Liability Insurance 594,566 924,582 330,016
Debt Service 680,328 703,069 22,741
Contingency 2,376 38,096 35,719
Technology Replacement ISF 468,388 421,703 (46,685)
Recreation Programs 140,277 49,756 (90,522)
Equipment & Vehicle Purchases 203,166 181,410 (21,755)
Total General Fund $43,343,669 $ 44,375,552 $ 1,031,883

Water Fund
The Water Fund operating revenues ended the year
$358,052 higher than budgeted, about 2.0 percent more
than expected. The increase is entirely attributable to water rate increases and revenues exceeding budget estimates for water sales to customers.

Capital connection fee revenues were below budget
estimates by $27,007. Water main extension fees were
below budget estimates by $4,521, and water connection fee revenues were less than budget estimates by $49,759, and water meter materials exceeded budget projections by
$6,800.

Operating expenditures ended the year $1,240,158, or 8.8 percent under budget. Current year budgetary savings
occurred in the following categories and amounts:
 $507,720 Salaries & benefits
 $122,883 Professional services
 $136,708 Special Equipment O & M
 $123,495 Buildings & facility O & M
 $159,000 Chemicals
 $50,366 Capital equipment
With total FY 2019-20 operating expenditures for the Water Fund equal to $8,757,865, the current year-end results
represent an increase in expenses of $829,674, or
approximately 9.0 percent, higher than the previous year.

Comparing the category totals of FY 2019-20 expenses to FY 2020-21, the largest changes were in the following areas and amounts:
 ($421,193) Salaries & benefits
 ($142,442) Heat & power
 $41,320 Dues & Subscriptions
 $74,235 Special equipment O & M
 ($70,166) Vehicle & special equip.
 $121,735 Chemicals
 $85,300 Cost allocation charges
City Council adopted new water and wastewater rates on
June 21, 2016 in accordance with a Proposition 218 protest hearing process. The water rate increase included a 29
percent adjustment in the monthly base rate with no increase to the volumetric charge the first year. For FY 2017-18, both the monthly base rate and the volumetric rate were
increased by an amount less than the Proposition 218
maximum at 17 percent. The rate increase was effective July 1, 2017 so that the higher rate would be collected for the entire fiscal year. Effective July 1, 2018, City Council once again set water rates at a level below the Proposition 218 maximum. They increased both the base monthly rate and
the consumption rate by 10 percent for FY 2018-19. City Council voted to not increase water rates for FY 2019-20, then again in FY 2020-21.

Wastewater Fund
Wastewater operating revenues were below budget
estimates by $203,439, or 1.1 percent. The decrease is
attributable to revenues falling short of budget estimates in the following areas:
 ($96,650) Sewer service charges
 ($182,124) Septage charges
 ($33,181) Sewer – lab testing
Capital related revenues were $219,525 more than
budgeted and largely attributable to the following
differences:
 $246,257 Capital connection fees
 ($40,000) Sewer main extension fees
 ($14,634) Special connection fees
 $27,902 Investment income
Operating expenditures were $1,764,768, or 14.3 percent, less than budgeted. Budget savings occurred in the
following categories and amounts:
 $490,446 Salaries & benefits
 $136,636 Heat & power
 $361,400 Professional services
 $59,129 Dues & subscriptions
Budget Actual Percent
Balance, Start of Year $ 25,009,788 $ 25,009,788 -
Revenues
Operating 17,742,700 18,100,752 102.0%
Capital 450,000 394,168 87.6%
SRF Surcharge 655,000 679,634 103.8%
Sub-Total Revenues 18,847,700 19,174,554 101.7%
Expenditures
Operating Programs (10,348,331) (9,587,539) 92.6%
Capital Equipment (50,366) (42,012) 83.4%
CIP Contributions - -
Debt Service (3,674,883) (3,203,871) 87.2%
Sub-Total Expenditures (14,073,580) (12,833,422) 91.2%
Balance $ 29,783,908 $ 31,350,920 -
CIP Projects $ 15,005,310 $ 8,305,160 55.3% Budget Actual Percent Balance, Start of Year $ 24,505,574 $ 24,505,574 -
Revenues
Operating 18,058,200 17,854,761 98.9%
Capital 493,200 712,725 144.5%
Sub-Total Revenues 18,551,400 18,567,486 100.1%
Expenditures
Operating Programs (12,320,879) (10,556,111) 85.7%
Capital Equipment (87,170) (87,170) 100.0%
Debt Service (3,255,038) (3,279,296) 100.7%
Sub-Total Expenditures (15,663,087) (13,922,578) 88.9%
Balance $ 27,393,886 $ 29,150,482 -
CIP Projects $ 11,852,000 $ 7,007,319 59.1%

 $192,581 Special equipment O & M
 ($17,273) Buildings & facility O & M
 $281,199 Chemicals
With total FY 2020-21 operating expenditures for the
Wastewater Fund equal to $10,556,111, the current yearend results show a decrease in expenditures of $105,743, or

1.0 percent less than the previous year. The changes
compared to the prior year were in the following categories and amounts:
 ($18,855) Salaries & benefits
 ($24,208) Heat & power
 $362,204 Professional services
 ($61,115) Dues & subscriptions
 $81,826 Special equipment O & M
 $6,340 Chemicals
 $126,000 Cost allocation charges
The rate study conducted in accordance with Proposition 218 requirements included the City’s wastewater operations.

The study recommended a 10 percent increase each fiscal year in order to fund budgetary needs including operating costs, debt service, and infrastructure renewal and
replacement. The recommended 10 percent increase was
implemented for both FY 2016-17 and FY 2017-18. Rates are reviewed as part of the budget process and are brought back to City Council for annual consideration. An effort is made to recommend a rate for adoption that is less than the
Proposition 218 maximum. For FY 2018-19, City Council
increased wastewater rates by 8 percent, less than the
Proposition 218 authorized amount of 10 percent. In June, 2019, after reviewing wastewater rates, City Council did not increase rates for FY 2019-20 and decided on no increases in FY 2020-21.

Agenda Item 19

CITY OF YUBA CITY

STAFF REPORT
Date: January 18, 2022
To: Honorable Mayor & Members of the City Council
From: Administration Department
Presentation By: Diana Langley, City Manager
Summary
Subject: Annual Sacramento Metro Chamber Capitol-to-Capitol Legislative Program in Washington DC
Recommendation: Determine which Councilmembers will participate in the Sacramento Metro Chamber's Annual Cap-to-Cap Legislative Program and authorize the Finance Director to make a supplemental appropriation from unallocated General Fund to Account No. 1110-62801 (Professional Development)
Fiscal Impact: Registration cost is $4,495 for single occupancy/one participant, which includes airfare and the hotel. Additional costs will include transportation and meals. There is currently $6,775 available in Account No. 1110-62801 (Professional Development) so a supplemental appropriation will be required.

Purpose:

To represent the City's interests at the federal level through a joint and cooperative effort with regional agencies.

Council's Strategic Goal:

Council participation in Cap-to-Cap supports all four of the City Council's Strategic Goals as they will be able to advocate on behalf of the City for Public Safety, Business Friendly practices, Fiscal Responsibility, and improvements to Infrastructure.

Background:

Almost every year since 1970, the Sacramento Metro Chamber has coordinated a delegation from the six-county Capital region to participate in a capitol-to-capitol legislative program to advocate at the federal level on local and regional issues. Since 2011, the City of Yuba City has sent a delegation primarily consisting of the Mayor, Vice Mayor and a staff member. There have been years where additional Councilmembers have attended due to their appointment to certain boards, such as the Sutter Butte Flood Control Agency and the Sacramento Area Council of Governments.

Analysis:

Currently, the City does not contract with a state or federal lobbyist. Participation in the Sacramento Metro Chamber's Annual Cap-to-Cap Legislative Program (Cap-to-Cap) provides the City with an

opportunity to have the entire six-county Sacramento region support local Yuba City and Yuba-Sutter region issues. Participants are organized into teams for advocacy appointments that cover the following areas:
 Air Quality
 Civic Amenities
 Community Development
 Economic Development
 Flood Protection
 Food & Agriculture
 Health Care
 Land Use & Natural Resources
 Public Safety
 Transportation
 Water Resources
 Workforce & Education
Cap-to-Cap is scheduled for April 30 - May 4 in Washington DC. Staff is requesting that the City Council identify which Councilmembers will be attending so that arrangements can be made.

Alternatives:

Do not participate in the Cap-to-Cap program.

Recommendation:

Determine which Councilmembers will participate in the Sacramento Metro Chamber's Annual Cap-toCap Legislative Program and authorize the Finance Director to make a supplemental appropriation from unallocated General Fund to Account No. 1110-62801 (Professional Development).

Attachments:

1. Attachment 1 - Cap to Cap Brochure
Prepared By: Submitted By:

Diana Langley
City Manager
Diana Langley
City Manager

ATTACHMENT 1

5 0
Y

E A R S O F A D V O
A
C
Y
C
Presented by

N OT E F R O M T H E 2 0 2 0 C O-C H A I R S
Dear champions of the Greater Sacramento Region,
For 50 years, we’ve answered the call.

Leaders, experts, and emerging influencers from across the six-county Capital Region have come together in our Nation’s Capital – nearly every year since 1970 – lending a bold and resounding voice for local issues.

Representing the largest and longest-standing delegation of its kind, the Sacramento Metro Chamber’s Capitol-toCapitol Program has driven steady and consistent advocacy, ushering significant advances for business development, an inclusive economy and a vibrant and connected community.

Now more than ever, your voice is needed as we proudly
return to Washington, D.C. in 2022.

As concerned citizens and accountable leaders, we have the honor of representing a large and diverse region that is rich in opportunity and at the tipping point of economic expansion.

But there is important work that must be done to pave the way for greater prosperity.

From post-pandemic business transformation and
reimagined workforce development to wildfire prevention, water management, and housing – we are compelled to
carry these critical issues forward to policy makers and federal agencies that can, in turn, help us fulfill our mission – FOR BUSINESS.

Your voice is needed this spring as our delegation resumes the 50th Annual Metro Chamber Capitol-to-Capitol Program.

We hope you will join us in celebrating the accomplishments of the past 50 years and building momentum to advance our regional goals over the next 50 years.

Kierstan DeLong
Executive Vice President
Edelman
Dr. Brian King
Chancellor, Los Rios
Community College District

AT- A - G L A N C E
Chair’s Reception
This annual reception provides the Cap-to-Cap
delegation with the opportunity to salute the dozens of local elected officials from throughout the Sacramento
region who are an integral part of Cap-to-Cap. This
years event will be hosted at the Smithsonian’s National Museum of African American History & Culture.

Opening Breakfast
The historic Grand Ballroom of the Mayflower Hotel
serves as the backdrop for our delegation to hear from
key Administration and Congressional leaders ahead of
energetic, team-oriented discussions while preparing for meetings on Capitol Hill.

Leadership Luncheon
Delegates convene in the Caucus Room of the Cannon
House Office Building to hear from key congressional
officials concerning top issues. Featured speakers have included Speaker of the House Nancy Pelosi, former
Secretary of State Madeleine Albright, and former
Secretary of the Treasury Jack Lew.

Legacy Gala
After a successful day of lobbying, join us for an evening of fine food and entertainment to celebrate the legacy
of our regional collaboration and historic wins for
California’s Capital Region. This year’s gala will be held at the Smithsonians’ National Portrait Gallery.

TEAM TOPICS
Participants will be organized into teams for advocacy
appointments. When registering online, you will be asked to select your first and second team choices.
• Air Quality
• Civic Amenities
• Community Development
• Economic Development
• Flood Protection
• Food & Agriculture
• Health Care
• Land Use & Natural
Resources
• Public Safety
• Transportation
• Water Resources
• Workforce & Education

Friday, April 29
Early departures for D.C.

Saturday, April 30
Main departures for D.C.
4:00 p.m. – 7:30 p.m.

Welcome Reception
The Mayflower Hotel,
Palm Court
Sunday, May 1
6:30 p.m. – 9:30 p.m.

Chair’s Reception
Smithsonian National
Museum of African
American History & Culture
Monday, May 2
7:30 a.m. – 9:30 a.m.

Opening Breakfast &
Program
Team Meetings
The Mayflower Hotel,
Grand Ballroom
Morning / Afternoon
Lobbying Appointments
Tuesday, May 3
Morning
Lobbying Appointments
11:15 a.m. – 1:00 p.m.

Leadership Luncheon
Cannon House Office
Building, Cannon Caucus
Room
1:15 p.m.

All-Delegation Photo
Afternoon
Lobbying Appointments
6:30 p.m. – 9:30 p.m.

Legacy Gala
Smithsonian National
Portrait Gallery
Wednesday, May 4
Morning
Lobbying Appointments
Afternoon
Main departures for
Sacramento
Please note:

Itinerary subject to change
Standard Per Person Rates
Program A Single Occupancy/One Participant $4,495
Program B Double Occupancy/Two Participant $4,295
Program C Double Occupancy/One Participant with registered Guest $4,495 Program D Team Participant Only (no air/hotel included) $2,495 Program E Guest (must accompany a Program C Participant) $2,550 Add’l Fees Additional Nights (per room, per night; inclusive of all taxes) $410 Suite Upgrade (per room, per night; inclusive of all taxes) $195 Air/Hotel Included:

Programs A, B, C & E include air and hotel cost. If you choose to book your own travel accommodations, a $350-per-person air credit can be deducted when registering.
**Members Only Policy:

As space is limited, attendance will be awarded to Metro Chamber members only. Sponsorship is also a member-only benefit. Join today to guarantee your registration and other members-only benefits. Contact Membership at 916-552-6800.

Additional Notes:

See terms and conditions for cancellation policy. Payments by credit card (Visa, MasterCard or American Express) will incur a convenience fee 3.1% of your total.

CAP-TO-CAP REGISTRATION

ACCOMMODATIONS DRAFT ITINERARY
Listed on the National Register of Historic Places, The Mayflower Hotel, part of Marriott’s Autograph Collection has been a vibrant social hub in Washington, DC since
opening in 1925. Refreshed and contemporary, this historic hotel inspires the city for business or pleasure with its premier location on Connecticut Avenue. The Mayflower
delights with a timeless luxury found sweeping marble
lobby, picturesque ballrooms, in-house health club, and luxury-minded guestrooms, offering plush bedding, highspeed wireless internet, and flat screen TV’s. Enjoy a culinary delight at the lively American brasserie EDGAR, or step outside to experience the local flavor of Dupont Circle and other nearby attractions. Effortlessly blending historic tradition and modern luxury here in the heart of the nation’s capital, The Mayflower Hotel is national treasure hailed as “Washington’s 2nd Best Address”.

Photo credit:

Brett Berry at
Douglas Taylor
https://metrochamber.org/register-captocap-2022

Option 1 United Airlines Depart Arrive
Apr 30 SMF/IAD #2125 8:14 a.m. 4:13 p.m.

May 4 IAD/SMF #291 5:05 p.m. 7:47 p.m.

Option 2 American Airlines Depart Arrive
Apr 30 SMF/DFW #1544 6:21 a.m. 11:40 p.m.

Apr 30 DFW/DCA #1428 12:20 p.m. 4:15 p.m.

May 4 DCA/DFW #2817 3:35 p.m. 5:50 p.m.

May 4 DFW/SMF #1252 6:30 p.m. 8:01 p.m.
**Friday Departure**
Option 3 United Airlines Depart Arrive
Apr 29 SMF/IAD #2125 8:14 a.m. 4:13 p.m.

American Airlines Depart Arrive
May 4 DCA/CLT #1815 4:12 p.m. 5:45 p.m.

May 4 CLT/SMF #2083 6:20 p.m. 8:32 p.m.

FLIGHT SPECIFICATIONS
Legend
SMF Sacramento International Airport
IAD Washington, Dulles Airport
DCA Ronald Reagan, Washington National Airport
DFW Dalls/Fort Worth International Airport
CLT Charlotte International Airport
Please note:
arrival and
departure dates
vary by option.

PAYMENTS: Please make checks payable to I.S. Tours. Payment is due no later than March 25, 2022 (please refer to brochure pricing). All payments received after March 25, 2022, are considered late and will be charged a $100.00 late processing fee. Confirmation is subject to space availability at prevailing rates.

NAME CHANGES: All name changes will incur a $50.00 charge through March 25, 2022. A charge of $100 will apply to all name changes made on or after March 26, 2022. A name change form must be completed and submitted to [email protected]. IST assumes no responsibility with respect to monies between participants.

CHANGE FEES: If you need to make any flight changes within 30 days of departure and your airline tickets were purchased through IST, you will incur a $50 change fee in addition to the fees that the airline may charge. If you need to make changes to your hotel arrival or departure date within 30 days of check-in, you will incur a $25 change fee. A change form will be required for all change requests and must be submitted to [email protected] .

EXPENSES: Prices include only those services specifically stated in your tour package. Items such as room service, telephone calls, optional activities and other items not specifically stated in your package, are not included. Any tips or gratuities not specifically included in the total price are at your discretion.

PRICES: Prices stated in your brochure are based on airfares and rates effective at time of booking and reflect a discount for payment by cash, check or money order. Payments by credit card (Visa, MasterCard or American Express) will incur a convenience fee of 3.1% of your total. Airfares and rates are subject to change. Changes could include fuel surcharges, tax increases and other unforeseeable fees assessed by the air carrier. Any deviations from brochure program dates (April 29 or 30 – May 4, 2022) may incur supplemental charges (e.g. transfers and higher fare).

CANCELLATIONS: If you cancel your reservation, your right to refund is limited, as set forth below. Cancellations must be made in writing and must be emailed to [email protected]. A $500.00 per person cancellation fee plus any hotel and airline penalties will apply up to January 31, 2022. From February 1– March 25, 2022, a cancellation charge of $1,000.00 per person plus any hotel and airline penalties will apply. From March 26, 2022, to date of departure, the registration fee is non-refundable and results in loss of the entire trip cost.

There are no refunds for no-shows. It is your responsibility to confirm your air flights have been canceled prior to scheduled departure. Upon cancellation of the transportation or travel costs where you, the customer, are not at fault and have not canceled in violation of the terms and conditions of the contract for transportation or travel costs, all sums paid to IST for services not received by you, will be promptly refunded by IST to you within 14 days after the cancellation, unless you otherwise advise IST in writing. The rights and remedies made available under this contract are in addition to any other rights or remedies available under applicable law. However, we offer refunds under this contract with the express understanding that receipt of that refund by a passenger waives any additional remedies.

ACKNOWLEDGEMENT: By registering for this program, you acknowledge your understanding of the contagious nature of COVID-19 and voluntarily assume the risk that you and/or your group could be exposed to and/or infected by COVID-19 while utilizing our services or components of our services, and that such exposure or infection could result in illness or death. IS Tours, the Sacramento Metro Chamber and all our vendors have put in place preventative measures to reduce the spread of COVID-19; however, a risk of exposure to COVID-19 may exist in any place where people are present. IS Tours and the Sacramento Metro Chamber cannot guarantee that you will not be exposed to COVID-19 during this program. As such, you voluntarily agree to assume all of the foregoing risks and accept sole responsibility for any illness you may experience or incur in connection with our services. You hereby release covenant not to sue, discharge, and hold harmless IS Tours and the Sacramento Metro Chamber from any claims, including all liabilities or expenses of any kind arising out of or relating thereto contracting COVID-19.

BAGGAGE: The current checked bag policy for United Airlines is a $35 for the first checked bag (each way) and $45 on site fee for the second checked bag (each way). The current checked bag policy for American Airlines is a $30 fee for the first checked bag (each way) and a $40 fee for the second checked bag (each way). PLEASE NOTE: luggage fees are not included in your program cost and are subject to change at the discretion of the airlines. Southwest Airlines allows for two (2) checked bags free of charge. Each checked bag must not exceed 62 linear inches and cannot weigh more than 50 pounds. A personal item and one carry-on that will fit under your seat or the overhead bin are allowed at no charge.

Terms and Conditions

R E G I S T R AT I O N
Sponsorship & Event Inquiries
Attn: Susan Harris Brazelton
Phone: 916-826-5410
Email: [email protected]
Travel Inquiries
I.S. Tours
Attn: Margarita Castillo
Phone: 916-939-8484
Email: [email protected]
https://metrochamber.org/register-captocap-2022

SPONSORS
Presenting Sponsor Presidential Sponsors
Thrive Suite
Chairs Reception

Agenda Item 20

CITY OF YUBA CITY

STAFF REPORT
Date: January 18, 2022
To: Honorable Mayor & Members of the City Council
From: Administration Department
Presentation By: George Barlow, Management Analyst
Summary
Subject: Administrative Policy – Community Sponsorship Policy Recommendation: Adopt a Resolution to amend the Administrative Policy for Community Sponsorships
Fiscal Impact: There is no fiscal impact associated with the adoption of the revised Community Sponsorship Policy
Council's Strategic Goal:

Community Sponsorships provide the overarching strategic goal of quality of life.

Purpose:

To promote significant and special community events and non-profit programs primarily benefitting residents in the City of Yuba City. Not to be mistaken for a grant program, this policy would set the parameters for the approval of City sponsorships for community events conducted by local organizations.

Background:

At the City Council meeting on March 19, 2019, City Council adopted the current administrative policy for City-sponsorship of community events. After reviewing and administering the Community Sponsorship Policy for almost three years, staff is recommending a revision to the current Policy. The intent of the recommended revisions is to create efficiencies in the sponsorship program and better align current practices with the needs of the applicant.  A red-lined version of the policy is included as an attachment to this report.

Amending and Adoption of the Community Sponsorship policy does not preclude individual departments supporting events and organizations directly in support of their missions directly through their individual budgets.

Recommendation:

Adopt a Resolution to amend the Administrative Policy for Community Sponsorships.

Attachments:

1. Resolution - Administrative Policy - Community Sponsorship

2. Red-lined Administrative Policy - Community Sponsorship

3. Amended Administrative Policy - Community Sponsorship Prepared By: Submitted By:

George Barlow
Management Analyst
Diana Langley
City Manager

ATTACHMENT 1

RESOLUTION NO.

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF YUBA CITY

ADOPTING THE AMENDED GUIDELINES FOR CITY SPONSORSHIP

OF COMMUNITY EVENTS AND ORGANIZATIONS
WHEREAS, the City Council recognizes the importance of providing support for community events primarily benefitting residents of the City of Yuba City and are consistent with the goals and mission of the City that serve a public purpose; and WHEREAS, to ensure that a policy is set establishing the parameters for the approval of City Sponsorships for community events conducted by local organizations.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Yuba City as follows:

Approve the attached Amended Administrative Policy - Community Sponsorships The foregoing Resolution was duly and regularly introduced, passed and adopted by the City Council of the City of Yuba City at a regular meeting thereof held on January 18, 2022 by the following vote:

AYES:

NOES:

ABSENT:
***
Dave Shaw, Mayor
ATTEST:
______________________________
Cira Wakefield, City Clerk Administrator

APPROVED AS TO FORM

COUNSEL FOR YUBA CITY
Shannon Chaffin, City Attorney
Aleshire & Wynder, LLP

ATTACHMENT 2

RED-LINED COMMUNITY SPONSORSHIP POLICY
OVERVIEW:

The City of Yuba City recognizes the importance of providing support for community events, or non-profit programs that are held for the following purposes:
• Support of non-profit organizations serving Yuba City residents/community; • Cultural, athletic and educational enrichment;
• Promotion of the City of Yuba City
The City of Yuba City provides limited assistance, through in-kind sponsorships or monetary funding, to local organizations in support of community events that are consistent with the goals and mission of the City and that serve a public purpose.

City sponsorship reflects support of specific events by an organization. The intent is that the public will receive some intrinsic cultural, economic, educational, or entertainment value from the event.

PURPOSE:
• To establish guidelines for City sponsorship of community events conducted by local organizations
• To establish uniform procedures and criteria; and
• To identify coordination responsibility
The purpose of this policy is to set parameters for the waiver of City facility and support services as in-kind donations and monetary sponsorships for community programs conducted by local organizations seeking sponsorships that are not designated in the City’s budget.

GENERAL POLICY:

The budget for the Community Sponsorship Program shall be established by City Council each year during the annual budget process. T h e f Fiscal year shall begin July 1 of each year and end on June 30 the following year. Applications will be processed on a first-come, first-serve basis.

Sponsorships Applications will only be provided considered for events and organizations meeting the eligibility criteria stated in this policy. The City Manager’s Office will review sponsorship applications and make a recommendation to City Council for final approval. per the Approval Process noted below. The City Manager’s Office shall be responsible for accounting for the Community Sponsorship account; shall keep a listing of all organizations and programs receiving sponsorships;, and shall maintain a balance of funds available.

Special event requirements, cConditions of use for facilities and equipment, insurance and other requirements shall be followed according to City policies, codes and ordinances.

IN-KIND SERVICES:

In-kind donations is a non-cash contribution made to a non-profit organization for City services such as those services provided by Public Works like road closures for events, or waiver of facility rental fees. In-kind donations help non-profits access City Services that would otherwise be unaffordable, or free up resources to be spent on something else.

FACILITY FEE WAIVER:

Financial support, by way of reduced fees or fee waiver, may be approved by the City Manager in cases of hardship for facility use through this program on costs less than $1,000.00. Fee waiver requests over $1,000.00 will go before City Council for approval.

The Community Sponsorship policy does not preclude individual departments supporting events and organizations directly in support of their missions directly through their individual budgets.

MONETARY FUNDING:

All monetary requests for events or non-profit programs made through the City’s Community Sponsorship program will go before City Council at a regular Council meeting. The Sponsorship Applications will be presented to Council quarterly on a first come first serve basis. In most cases this would occur at the first Council meeting in January, April, July, and October.

FUNDRAISER GIFT BASKET:

The Fundraiser Gift Basket Community Sponsorship request has been established for non-profit organizations that meet the requirements below. This will provide additional Capital Campaign or fundraising support for non-profits at their event with a local products and City logo items gift basket. Gift basket requests will be submitted to the City Manager’s Office for approval.

APPLICATION REQUIREMENTS AND PROCESS:
• A community sponsorship application must be submitted on the attached form indicating:
o Name and contact information for the event organizer(s) o The local office/headquarters of the organization
o Organization’s purpose/mission
o Event date(s), and time(s)
o Expected number of participants
o Statement that the event will be open to the general public o Purpose of the event
o How the organization and proposed event benefits the residents of Yuba City and meets the criteria within this policy
o Indication of what type of sponsorship is needed for the program o Outline of the event marketing plan
o Application shall include the written endorsement of at least one Councilmember.

APPLICATION REVIEW/APPROVAL:

Cash Ssponsorship applications will be accepted and reviewed on an on-going basis processed quarterly and submitted to the City Council for approval. The City Council allocates limited budget for the program. The City Manager’s Office will advise the organizer when the request will go before the City Council. The organizer should be present at the City council meeting to respond to questions in most cases. Sponsorship Aapproval of sponsorship is determined on a case-by-case basis related to each independent event or program the eligibility requirements, purpose and goals. of each independent event.

Approval for sponsorship in one year does not imply or guarantee approval in subsequent years for an organization or an event.

Factors that will be considered during the approval process include:

1. Resources available (e.g. budget, staff, workload capacity, etc.)

2. Compatibility of the program with the mission and goals of the City of Yuba City.

3. Impact of the event on City facilities

4. Risk to the City

5. Ability of the organization to obtain liability insurance naming the City as additional insured

6. Benefit to the community
Upon receipt of the Community Sponsorship Request, the City Manager’s office will review to ensure applicability and consistency with said policy. If consistent, staff will initiate communication with the Mayor and Councilmembers to consider the Community Sponsorship Request. In considering a Community Sponsorship Request, there are two options for approval:
• Mayor + Councilmember Approval – Mayor approves the request in addition to the Councilmember that endorsed the request; or
• Three Councilmember Approval - Two Councilmembers approve the request in addition to the Councilmember that endorsed the request.

The City Manager’s Office will advise the applicant of their application status within ten (10) business days of application submittal.

ELIGIBILITY CRITERIA:

Event or Program Types
• Events or programs providing a benefit to Yuba City residents • Fundraising events for non-profit organizations that primarily serve Yuba City residents • Events or programs that contribute positively to the recognition and image of Yuba City • Events or programs that are open to the general public • Events and oOrganizations that demonstrate that they can meet the necessary requirements of the agreement

1. For-profit organizations holding fundraiser programs must identify a 501(c)(3) or California not-for-profit corporation as a recipient of the program proceeds and provide acknowledgment of receipt of said proceeds from that non-profit organization with the post-program financial affidavit.

2. Programs must be open to the public and free of charge, except programs may charge participant fees, but not admission fees (gate, parking, ticket, or otherwise).

3. The sponsoring organization must also agree to do the following (failure to do so will result in future ineligibility):
a. Obtain all required permits, clearances, insurances, and program authorizations within time restraints in compliance with the City of Yuba City Code, policies, and Special Events Policy requirements.
b. When applicable, allow the City of Yuba City to have a sponsor booth at the program/event if the City so desires (at programs/events where a sponsorship booth is appropriate) to distribute information regarding City services and community programs.

This booth shall be provided at no cost to the City.
c. Provide the City with whatever benefits are afforded other sponsors of similar sponsorship levels (i.e., logo display, sponsor table, advertising benefits, etc.).

Organization Types
• Organizations and programs in good standing with the City of Yuba City in relation to organization’s past performance
• Organizations that agree to do the following:
a. Obtain all required permits, clearances, insurances, and program authorizations. b. Acknowledge the support of the City of Yuba City where appropriate, and to include on all printed information and advertising related to the event. c. Allow the City of Yuba City to have a space at the event if the City so desires for the purposes of distributing information regarding City services and community programs. This space shall be provided at no cost to the City. d. Provide the City with whatever benefits that are afforded to other sponsors of similar sponsorship levels.
e. Ensure appropriate ADA accessibility at event.
f. City must review all materials with City logo prior to release.

Not eligible
• The City will not award sponsorships to any religious church, creed or sectarian organization to promote religious purposes. Religious organizations are not excluded from sponsorships; however, the purpose of the event shall not serve to promote a religious message. • City Sponsorship shall be consistent with the restrictions of State and federal law. • Political organizations and/or individual campaigns.
• Organizations that discriminate on the basis of age, race, sex, sexual orientation, marital status, disability, or national origin.
• For-profit organizations for which the organization/corporation or its employees or officers will gain personal benefit.

COMMUNITY SPONSORSHIP APPLICATION FORM
Name of Organization Non-Profit ID/ 501 C#
Address City/State/Zip
Contact Person Phone Email
Organization Purpose/Mission
Type of Organization:
 Non-Profit (located and/or primarily serves residents within the City of Yuba City  Educational Institution
 Local business (located within City of Yuba City city limits) Type of Program or Event:
 Local Celebration Athletic Cultural Educational
 Fundraiser Entertainment Other
Program or Event Name
Event Location
Event Date/Time
Expected Number of Participants
Open to the Public?  Yes  No
Please explain how your program or event meets one or more of the sponsorship criteria below:
• Boosts the local Yuba City economy:
• Provides an opportunity to help build community, foster a sense of pride within our community, and engage our community:
• Contributes positively to the recognition and image of the City of Yuba City:

Type of Sponsorship Requested:
 In-kind services – Amount requested: ________________ Provide a description of the in-kind services requested:
 Facility Waiver – Amount requested: _____________________  Funding Monetary Funding – Amount requested:
 Fundraiser Gift Basket – Amount requested: _______________ Other Considerations:
 I understand that if the City agrees to sponsor the event, I will acknowledge the sponsorship on all printed information or advertising related to the event using a message approved by the City and provide any written marketing material to the City prior to distribution of event materials.  I understand that if the City agrees to sponsor the event, appropriate ADA accessibility will be provided.
 I understand that sponsorship is optional and the City can deny this sponsorship application.

Signature of Applicant Date
Print Name of Applicant
All requests require the endorsement of a Councilmember. Contact information for Councilmembers is available by calling the City Manager’s Office at (530) 822-4602 or visiting the City’s website at www.yubacity.net.

Councilmember Endorsement

CITY OF YUBA CITY | Rev. 1.18.22
ATTACHMENT 3

CITY OF YUBA CITY | Rev. 1.18.22

AMENDED COMMUNITY SPONSORSHIP POLICY
OVERVIEW:

The City of Yuba City recognizes the importance of providing support for community events, or nonprofit programs for the following purposes:
o Support of non-profit organizations serving Yuba City residents/community; o Cultural, athletic and educational enrichment;
o Promotion of the City of Yuba City
The City of Yuba City provides limited assistance, through in-kind sponsorships or monetary funding, to local organizations in support of community events consistent with the City's goals and mission and that serve a public purpose.

City sponsorship reflects the support of specific events by an organization. The intent is that the public will receive some intrinsic cultural, economic, educational, or entertainment value from the event.

PURPOSE:

The purpose of this policy is to set parameters for the waiver of City facility and support services as in-kind donations and cash sponsorships for community programs conducted by local organizations seeking sponsorships that are not currently in the City's budget.

GENERAL POLICY:

The budget for the Community Sponsorship Program shall be established by City Council each year during the annual budget process. The fiscal year shall begin July 1 of each year and end on June 30 the following year. Applications will be processed on a first-come, first-serve basis.

Applications will be considered for events and organizations meeting the eligibility criteria stated in this policy. The City Manager's Office will review sponsorship applications and make recommendations to City Council for final approval. The City Manager's Office shall be responsible for accounting for the Community Sponsorship account; shall keep a listing of all organizations and programs receiving sponsorships, and maintain a balance of funds available.

Conditions of use for facilities and equipment, insurance, and other requirements shall be followed according to City policies, codes, and ordinances.

IN-KIND SERVICES:

In-kind donations is a non-cash contribution made to a non-profit organization for City services such as those services provided by Public Works like road closures for events, or waiver of facility rental fees. In-kind donations help non-profits access City Services that would otherwise be unaffordable, or free up resources to be spent on something else.

CITY OF YUBA CITY | Rev. 1.18.22
FACILITY FEE WAIVER:

Financial support, by way of reduced fees or fee waiver, may be approved by the City Manager in cases of hardship for facility use through this program on costs less than $1,000.00. Fee waiver requests over $1,000.00 will go before City Council for approval.

The Community Sponsorship policy does not preclude individual departments supporting events and organizations directly in support of their missions directly through their budgets.

MONETARY FUNDING:

All monetary requests for events or non-profit programs made through the City’s Community Sponsorship program will go before City Council at a regular Council meeting. The Sponsorship Applications will be presented to Council quarterly on a first come first serve basis. In most cases this would occur at the first Council meeting in January, April, July, and October.

FUNDRAISER GIFT BASKET:

The Fundraiser Gift Basket Community Sponsorship request has been established for non-profit organizations that meet the requirements below. This will provide additional Capital Campaign or fundraising support for non-profits at their event with local products and City Logo items gift basket. Gift basket requests will be submitted to the City Manager’s Office for approval.

APPLICATION REQUIREMENTS AND PROCESS:

A community sponsorship application must be submitted on the attached form indicating:
o Name and contact information for the event organizer(s) o The local office/headquarters of the organization
o Organization's purpose/mission
o Event date(s), and time(s)
o Expected number of participants
o A statement that the event will be open to the general public o Purpose of the event
o How the organization and proposed event benefits the residents of Yuba City and meet the criteria within this policy
o Indication of what type of sponsorship is needed for the program o Outline of the event marketing plan
APPLICATION REVIEW/APPROVAL:

Cash sponsorship applications will be processed quarterly and submitted to the City Council for approval. The City Manager's Office will advise the organizer when the request will go before the City Council. The organizer should be present at the City Council meeting to respond to questions in most cases. Sponsorship approval is determined on a case-by-case basis related to each independent event's eligibility requirements, purpose, and goals.

Factors that will be considered during the approval process include:
• Resources available (e.g., budget, staff, workload capacity, etc.) • Compatibility with the strategic goals of the City Council and mission of Yuba City.

CITY OF YUBA CITY | Rev. 1.18.22
• Impact of the event on City facilities
• Risk to the City
• The ability of the organization to obtain liability insurance naming the City as additional insured
• The benefit to the community
Upon receipt of the Community Sponsorship Request, the City Manager's office will review to ensure applicability and consistency with said policy. The City Manager's Office will advise the applicant of their application status within ten (10) business days of application submittal.

ELIGIBILITY CRITERIA:

Event or Program Types
o Events or programs providing a benefit to Yuba City residents o Fundraising events for non-profit organizations that primarily serve Yuba City residents o Events or programs that contribute positively to the recognition and image of Yuba City o Events or programs that are open to the general public o Organizations that demonstrate that they can meet the necessary requirements of the agreement

1. For-profit organizations holding fundraiser programs must identify a 501(c)(3) or California notfor-profit corporation as a recipient of the program proceeds and provide acknowledgment of receipt of said proceeds from that non-profit organization with the post-program financial affidavit.

2. Programs must be open to the public and free of charge, except programs may charge participant fees, but not admission fees (gate, parking, ticket, or otherwise).

3. The sponsoring organization must also agree to do the following (failure to do so will result in future ineligibility):
a. Obtain all required permits, clearances, insurances, and program authorizations within time restraints in compliance with the City of Yuba City Code, policies, and Special Events Policy requirements.
b. When applicable, allow the City of Yuba City to have a sponsor booth at the program/event if the City sodesires (at programs/events where a sponsorship booth is appropriate) to distribute information regarding City services and community programs.

This booth shall be provided at no cost to the City.
c. Provide the City with whatever benefits are afforded other sponsors of similar sponsorship levels (i.e., logo display, sponsor table, advertising benefits, etc.).

Not eligible
• The City will not award sponsorships to any religious church, creed or sectarian organization to promote religious purposes. Religious organizations are not excluded from sponsorships; however, the purpose of the event shall not serve to promote a religious message. • City Sponsorship shall be consistent with the restrictions of State and federal law. • Political organizations and/or individual campaigns.

CITY OF YUBA CITY | Rev. 1.18.22
• Organizations that discriminate on the basis of age, race, sex, sexual orientation, marital status, disability, or national origin.
• For-profit organizations for which the organization/corporation or its employees or officers will gain personal benefit.

CITY OF YUBA CITY | Rev. 1.18.22

CITY OF YUBA CITY | Rev. 1.18.22

COMMUNITY SPONSORSHIP APPLICATION FORM
Name of Organization Non-Profit ID/ 501 C#
Address City/State/Zip
Contact Person Phone Email
Organization Purpose/Mission
Type of Organization:
 Non-Profit (located or primarily serves residents within the City of Yuba City  Educational Institution
 Local business (located within City of Yuba City city limits) Type of Event:
 Local Celebration Athletic Cultural Educational
 Fundraiser Entertainment Other
Program or Event Name
Event Location
Event Date/Time
Expected Number of Participants
Open to the Public?  Yes  No
Please explain how your program or event meets one or more of the sponsorship criteria below:
• Boosts the local Yuba City economy:
• Provides an opportunity to help build community, foster a sense of pride within our community, and engage our community:
• Contributes positively to the recognition and image of the City of Yuba City:

CITY OF YUBA CITY | Rev. 1.18.22
Type of Sponsorship Requested:
 In-kind services – Amount requested: _______________
Provide a description of the in-kind services requested:
 Facility Waiver – Amount requested: _______________
 Monetary Funding – Amount requested:
 Fundraiser Gift Basket – Amount requested:_____________ Other Considerations:
 I understand that if the City agrees to sponsor the event, I will acknowledge the sponsorship on all printed information or advertising related to the event using a message approved by the City and provide any written marketing material to the City before distribution of event materials.
 If the City agrees to sponsor the event, I understand that appropriate ADA accessibility and other permit requirements will be provided.  I understand that sponsorship is optional, and the City can deny this sponsorship application.

Signature of Applicant Date
Print Name of Applicant

Agenda Item 21

CITY OF YUBA CITY

STAFF REPORT
Date: January 18, 2022
To: Honorable Mayor & Members of the City Council
From: Administration Department
Presentation By: George Barlow, Management Analyst
Summary
Subject: Community Sponsorship Request - Film Yuba Sutter Recommendation: Consider a monetary Sponsorship request from Yuba Sutter Chamber of Commerce of $6,250.00 to assist in funding the Film Yuba-Sutter Film Commission
Fiscal Impact: Monetary sponsorship in the amount of $6,250.00 Council's Strategic Goal:

This Community Sponsorship will benefit the overarching strategic goal of quality of life and help with advancing fiscal responsibility.

Purpose:

Film Yuba-Sutter is an organization intended to attract and support the film industry in the Yuba-Sutter Community. A Film Commission such as Film Yuba-Sutter is a one-stop resource for film, TV, and commercial production. Film Yuba-Sutter is being established to attract production to the Yuba and Sutter communities.

Background:

Film Yuba-Sutter will provide tremendous opportunities for Yuba-Sutter. The tax revenue that can be generated through local production activities can be significant.

Location film production has a widespread economic impact that can benefit our entire community.

Each location shoot means local jobs for camera operators, sound and lighting technicians, electricians, caterers, plumbers, carpenters, animal trainers, truck drivers, makeup artists, graphic artists, photographers, hairdressers, set designers, and production assistants. These location dollars are spent on hardware, props, film, photo development, plants, paint, lumber, cleaners, furniture, portable toilets, generators, clothing, entertainment, food, lodging, and gasoline.

The Chamber of Commerce has been working closely with a dedicated committee with representation and support from Yuba-Sutter Arts & Culture and Conejo Bros., Media along with several film industry experts, including Film Shasta, Film Commissioner, Sabrina Jurisich, who has been instrumental in

providing guidance on the formation of Film Yuba-Sutter.

Next steps and Timeline once all funding is secured:
 January 2022: Establish a formal Film Commission Committee to meet quarterly, which will include a representative from each investor entity as well as film industry experts and local business and non-profit organization representatives.

The purpose/mission of the Film Yuba-Sutter committee: To contribute to economic development in Yuba and Sutter counties by promoting and supporting film and video production and other filmrelated activities.  January 2022: Secure a consultant to assist in launching Film Yuba-Sutter.  January 2022 – May 2022: Website design and build.

1. This will include cataloging Yuba-Sutter amenities, locations, vendors, jobs, etc.  January 2022: Create social media platforms, including but not limited to Facebook and Instagram.
 March 2022: Initiate process for county/ city designation: Establishing a model filmmaking process ordinance.
 By July 2022:Establish memberships and affiliations with the following groups:

1. Film Liaisons in CA Statewide (FLICS)

2. California Film Commission
 By December 2022: Attend up to 2 tradeshows to promote filming in Yuba-Sutter.

Estimated Revenues
Yuba City - Requesting $6,250.00
Marysville - Committed $6,250.00
Yuba County - Paid $6,250.00
Sutter County – Contingent on support from YC,
Marysville and Yuba County
$6,250.00
Live Oak – year 2 $0.00
Wheatland – year 2 $0.00
Yuba Sutter Lodging Association - Committed $25,000.00
Total Revenue $50,000.00
Estimated Expenses
Staffing $0.00
Consultation $15,000.00
Affiliations/Meetings $2,000.00
Conferences/Tradeshows $2,000.00
Website $15,000.00
Advertising $5,000.00
Travel/Mileage $1,000.00
Branding $5,000.00
Admin (rent, utilities, administration of the program,
etc.)
$5,000.00
Total Expenses $50,000.00
In the FY 21/22 budget, funds are available as follows:

Account Number Description Funding Available
4220-66010 Community Contributions$12,398
4220-66015 Community Events $5,000
------ ------ ------
Attachments:

1. Resolution - Community Sponsorship Yuba Sutter Chamber of Commerce

2. Yuba Sutter Chamber of Commerce Sponsorship Application Prepared By: Submitted By:

George Barlow
Management Analyst
Diana Langley
City Manager

ATTACHMENT 1

RESOLUTION NO._______

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF YUBA CITY APPROVING A

COMMUNITY SPONSORSHIP FOR THE YUBA SUTTER CHAMBER OF COMMERCE FILM

YUBA-SUTTER FILM COMMISSION
WHEREAS, The Yuba Sutter Chamber of Commerce, a 501(c)(3) non-profit organization, is establishing funding for the Film Yuba-Sutter, Film Commission; and, WHEREAS, the Yuba Sutter Chamber of Commerce submitted a Community Sponsorship application requesting the funding assistance from the City of Yuba City; and WHEREAS, the City Council of the City of Yuba City (“City Council”) finds that the nonprofit organizations that serves an important public purpose to the community insofar as the public will receive some intrinsic cultural, economic, educational, or entertainment value from the event; and WHEREAS, the City Council desires to assist in funding the Film Yuba-Sutter, Film Commission as other local agencies have committed to do; and
NOW, THEREFORE, the City Council of the City of Yuba City does hereby resolve as follows:

Section 1. That the City Council finds the above recitals true and correct.

Section 2. The City Council finds that The Yuba Sutter Chamber of Commerce Community Sponsorship request meets the criteria for consideration of the applicant as a nonprofit that services an important public purpose, and according approves the funding request of $6,250.00 for the Yuba Sutter Chamber of Commerce, Film Yuba-Sutter Film Commission.

Section 3. This Resolution shall take effect immediately and that the City Clerk Administrator shall certify the adoption of this Resolution.

The foregoing Resolution of the City Council of the City of Yuba City is duly introduced, PASSED AND ADOPTED at a regular meeting thereof held on this 18th day of January, 2022 by the following vote:

AYES:

NOES:

ABSENT:
____________________________
Dave Shaw, Mayor
ATTEST:
_________________________________
Ciara Wakefield, City Clerk Administrator

APPROVED AS TO FORM

COUNSEL FOR YUBA CITY

___________________________
Shannon L. Chaffin, City Attorney

ATTACHMENT 2

COMMUNITY SPONSORSHIP APPLICATION FORM
Name of Organization Non-Profit ID/ 501 C#
Address City/State/Zip
Contact Person Phone Email
Organization Purpose/Mission
Type of Organization:
 Non-Profit (located or primarily serves residents within the City of Yuba City  Educational Institution
 Local business (located within City of Yuba City city limits) Type of Event:
 Local Celebration Athletic Cultural Educational
 Fundraiser Entertainment Other
Event Name
Event Location
Event Date/Time
Expected Number of Participants
Open to the Public?  Yes  No
Please explain how your event meets one or more of the sponsorship criteria below:
• Boosts the local Yuba City economy:
• Provides an opportunity to help build community, foster a sense of pride within our community, and engage our community:
• Contributes positively to the recognition and image of the City of Yuba City:

Type of Sponsorship Requested:
 In-kind services – Amount requested: _______________
Provide a description of the in-kind services requested:
 Facility Waiver – Amount requested: _______________
 Monetary Funding – Amount requested:
 Fundraiser Gift Basket – Amount requested:_____________ Other Considerations:
 X understand that if the City agrees to sponsor the event, I will acknowledge the sponsorship on all printed information or advertising related to the event using a message approved by the City and provide any written marketing material to the City before distribution of event materials.

X If the City agrees to sponsor the event, I understand that appropriate ADA accessibility and other permit requirements will be provided.  I understand that sponsorship is optional, and the City can deny this sponsorship application.

Signature of Applicant Date
Print Name of Applicant

CITY OF YUBA CITY
Future Agenda Items
- Councilmember Boomgaarden
- Councilmember Espindola
- Councilmember Harris
- Vice Mayor Kirchner
- Mayor Shaw

CITY OF YUBA CITY
Reports and Communications
The following reports and communication items are provided for the Council’s information. No action can be taken on items under this section unless the Council agrees to include it on a subsequent agenda
City Manager’s Report

CITY OF YUBA CITY
Reports and Communications
The following reports and communication items are provided for the Council’s information. No action can be taken on items under this section unless the Council agrees to include it on a subsequent agenda
City Council Reports
- Councilmember Espindola
- Councilmember Harris
- Councilmember Boomgaarden
- Vice Mayor Kirchner
- Mayor Shaw
Adjournment