TOWN OF YUCCA VALLEY
TOWN COUNCIL MEETING
The Mission of the Town of Yucca Valley is to
provide a government that is responsive to its citizens to ensure a safe and secure environment
while maintaining the highest quality of life.
TOWN COUNCIL: 5:00 PM
TUESDAY, MARCH 17, 2026
Yucca Valley Community Center - Yucca Room
57090 Twentynine Palms Hwy
Yucca Valley, Ca 92284
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Town Council
Merl Abel, Mayor
Jim Schooler, Mayor Pro Tem
Rick Denison, Council Member
Jeff Drozd, Council Member
Robert Lombardo, Council Member
* * * *
TOWN ADMINISTRATIVE OFFICE:
760-369-7207
Public Comments: [email protected]
www.yucca-valley.org
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AGENDA
MEETING OF THE TOWN COUNCIL
TUESDAY, MARCH 17, 2026, 5:00 PM
The Town of Yucca Valley complies with the Americans with Disabilities Act of 1990. If you require special assistance to attend or participate in this meeting, please call the Town Clerk’s Office at (760) 369-7209 at least 48 hours prior to the meeting
The meeting agenda packet is available for public view in the Town Hall lobby and on the Town’s website at www.yucca-valley.org prior to the meeting. For more information on an agenda item or the agenda process, please contact the Town Clerk’s office at (760) 369-7209 ext. 226.
If you wish to comment on any agenda item or on any subject not on the agenda during public comments, please fill out a request to speak card and give to the Town Clerk/Commission Secretary.
Comment time is limited to 3 minutes.
Where appropriate or deemed necessary, action may be taken on any item listed in the agenda.
OPENING CEREMONIES:
Call to Order
Roll Call
Council Members Denison, Drozd, Lombardo, Schooler, and Mayor Abel Pledge of Allegiance
Invocation
Presentations, Introductions, Recognitions
1. Chamber of Commerce Update presented by President/CEO Tonya Chiu
2. Recognition and Appreciation of Town Clerk, Lesley Copeland for Her Years of Service and Retirement
Approval of Agenda
3. Agenda Approval
Recommendation:
Approve the meeting agenda as prepared.
Consent Agenda
All items listed on the consent agenda are routine matters or formal documents covering previous Town Council instruction. Items are enacted by one motion and a second without separate discussion unless a member of the Town Council or Town Staff requests dialog on a specific item at the beginning of the meeting. Requests for public comment on the consent agenda items should be filed with the Town Clerk.
4. Approval of Minutes- March 3, 2026
Recommendation:
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Approve the meeting minutes of Tuesday, March 3, 2026 as presented.
5. AB1234 Reporting Requirements
Recommendation:
Receive and file the AB1234 Reporting Requirement Schedule for the month of February 2026.
6. Ratification of Warrant Registers
Recommendation:
Ratify the Payroll Registers totaling $293,692.91 dated February 13, 2026, and $305,437.55 dated February 27, 2026. Ratify the Warrant Registers totaling $4,551,072.59 for the period of February 1, 2026, through February 28, 2026.
7. Yucca Valley Aquatic and Recreation Center Project – Town Project 6009 Consultant Services Contract Amendments
Recommendation:
Approve the contract amendments as follows:
• Contract Amendment No. 2 for an increase of $125,000.00 to Geocon West, Inc. for additional Inspection Services, increasing the total contract amount to $647,400; and
• Contract Amendment No. 2 for an increase of $75,000.00 to Landmark Consultants, Inc. for additional Geotechnical Services, increasing the total contract amount to $294,750.
8. General Plan Annual Report 2025
Recommendation:
That the Town Council receives and files the General Plan Annual Housing Element Progress Report.
9. On-Call Berm Repair and Replacement Maintenance Services – Award of Maintenance Services Contract
Recommendation:
That the Town Council awards a two-year maintenance service agreement to Apex Paving Co., authorizing the Mayor, Town Manager, and Town Attorney to sign the Town’s standard professional services agreement and related documents, in the not-to-exceed amount of $1,000,000.00 for on-call asphalt berm repair and replacement maintenance services.
10. Records Retention Schedule Update
Recommendation:
Adopt Resolution No. 26- Approving the update to the Town's Records Retention Schedule as attached hereto as Exhibit "A"
Department Reports
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11. Consideration of Joint Powers Agreement Participation in the San Bernardino Regional Housing Trust
Recommendation:
Adopt a Resolution approving membership in the Joint Powers Authority for the San Bernardino Regional Housing Trust and authorizing the Mayor and/or Town Manager to execute the Joint Exercise of Powers Agreement, subject to nonsubstantive clerical changes, and appoint the Mayor or a member of the Town Council to represent the Town as a board member of the newly formed Trust Board of Directors.
12. 2026 Town Point-in-Time Count Update and Related Recommendations Recommendation:
That the Town Council receive and file an update on the 2026 Point-in-Time Count Activity and provide direction regarding the creation of a Town Community Engagement and Homeless Outreach Coordinator.
Future Agenda Items
Public Comments
The Town Council takes this time to consider your comments on items of concern which are not on the agenda. When you are called to speak, please state your name and community of residence. Please limit your comments to 3 minutes or less. Inappropriate behavior which disrupts, disturbs, or otherwise impedes the orderly conduct of the meeting will result in forfeiture of your public comment privileges. The Town Council is prohibited by State law from taking action or discussing items not on the printed agenda.
Staff Reports and Comments
Mayor and Council Member Reports and Comments
Council Member Denison
Council Member Drozd
Council Member Lombardo
Mayor Pro Tem Schooler
Mayor Abel
Announcements
Upcoming Meeting Schedule: The next regular meeting of the Yucca Valley Town Council will be held on Tuesday, April 7, 2026 at 5:00 PM in the Yucca Valley Community Center Yucca Room.
Town of Yucca Valley
Town Council Meeting Minutes
March 3, 2026
Call to Order
Roll Call
Present: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo
Absent: Jim Schooler (Excused)
Pledge of Allegiance
Led by Deputy Town Manager Luckino
Invocation
Led by Logan Smit, Calvary Bible Institute
Presentations, Introductions, Recognitions
1. Introduction of Miss Yucca Valley and Court- John Babrowski, Yucca Valley Sunset Rotary
2026 Miss Yucca Valley Sophia Abbott, First Princess Taylor Soares, Second Princess Kielliegh Gibbs, and Third Princess Hailey Regimbal were introduced to the Town Council.
Approval of Agenda
2. Agenda Approval
Motion:
Approve the meeting agenda as prepared.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo Consent Agenda
Mayor Abel opened public comments for the consent agenda items. With no members of the public wishing to speak, public comments were closed.
3. Approval of Minutes- Tuesday, February 17, 2026
Motion:
Approve the meeting minutes of Tuesday, February 17, 2026 as presented.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo
4. Ordinance 333- Second Reading- Sidewalk Maintenance
Motion:
Adopt Ordinance 333 entitled:
AN ORDINANCE OF THE YUCCA VALLEY TOWN COUNCIL AMENDING CHAPTERS 6.04 (ABATEMENT OF PUBLIC NUISANCES) AND 11.100 (SIDEWALKS) OF THE YUCCA
VALLEY MUNICIPAL CODE TO UPDATE AND EXPAND ENUMERATED PUBLIC
NUISANCE CONDITIONS AFFECTING SIDEWALKS, PARKWAYS, AND THE PUBLIC
RIGHT-OF-WAY AND CLARIFY THE DEFINITION OF SIDEWALKS
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo Department Reports
5. Revenue Measure Oversight Commission Appointments
Town Clerk Copeland presented the staff report seeking appointment for two individuals to serve on the Town's Revenue Measure Oversight Commission and explained the Town received five applications from interested individuals following a public recruitment period.
The applicants in attendance introduced themselves.
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
The Town Council complemented the pool of applicants and thanked each for stepping up with a willingness to serve.
Motion:
Appoint Beth Damis and Eric Linnert to the Revenue Measure Oversight Commission for terms ending April 1, 2029.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Merl Abel
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo
6. Town Sponsorship of the 2026 Morongo Basin Humane Society Joshua Tree No-Kill Shelter “Woof Walk” Fundraising Event
Community Services Manager Earnest presented the staff report seeking approval of a fee waiver to the Morongo Basin Humane Society for the use of Essig Park for the annual "Woof Walk" fundraiser. The amount of the fee waiver is estimated at $1,426.
Mayor Abel opened public comments.
The following individuals spoke in favor of the fee waiver:
Cheryl Contopulous, Yucca Valley
Linda Root, Yucca Valley
Greg Gendron, Yucca Valley
With no other members of the public wishing to speak, Mayor Abel closed public comments.
Mayor Abel commented favorably on the community event.
Motion:
Approve Town sponsorship of the 2026 Morongo Basin Humane Society Joshua Tree No-Kill Shelter “Woof Walk” Fundraising Event through in-kind support including waiver of fees for facility use, equipment rental, and staff hours in the amount of $1,426.00.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Merl Abel
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo
7. Senior Center Facility Reopening Update
Community Services Manager Earnest updated the Town Council on plans to reopen the newly-revitalized Senior Center. Earnest explained that after a one-week closure
of both the temporary site and the permanent facility, staff is anticipating a soft opening on April 6 with a grand opening event on April 13th.
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
Mayor Abel complemented staff for creating an inviting place during construction and inquired on the location of the future bingo games.
8. Park & Facility Naming – Revitalized Yucca Valley Senior Center Community Services Manager Earnest presented the staff report for renaming of the revitalized senior center facility. Earnest reviewed the PRCC discussion and community input.
Mayor Abel opened public comments.
Tish Pryzbocki, Yucca Valley spoke against the proposed name and would like to see Yucca Valley stay as part of the name for location clarity.
Jerome Manne, Yucca Valley provided the inclusion of "senior center" in the name provides clarity of the type of facility.
With no other members of the public wishing to speak, Mayor Abel closed public comments.
Mayor Abel spoke against the use of the term "pavilion" as it doesn't properly describe the facility and noted including the word "Senior" in the name would be better. Abel reported that Mayor Pro Tem Schooler provided comment offline that the "Desert Willow Senior Center" is favorable. Abel likes Desert Willow Center, or Willow Center to complement the room naming theme already in use at the community center complex.
Council Member Lombardo provided comment that a shorter tagline might be easier and offered "Willow Center For Active Seniors"
Council Member Denison explained the input received on naming the facility and would like the name to easily identify space. Denison noted the proposed name seems too long and likes "Willow Center for Seniors", or "Desert Willow Center for Seniors"
Council Member Drozd explained an internet search would find the facility, whatever the name is, and would like to include Desert Willow in the name, such as Desert Willow Senior Center or Desert Willow Senior and Social Center.
Motion:
Review the recommendation of the Parks, Recreation and Cultural Commission to rename the Senior Center facility under the framework of the adopted Park & Facility Naming Policy and rename the Senior Center facility the Desert Willow Center - for Seniors
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo
9. FY 2026-28 Public Art Planned Programs Review and Approval Recreation Supervisor Rardon presented the staff report for the planned public art programming for FY 2026-28 with an estimated program cost of $59,250 not including staff costs.
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
Mayor Abel inquired about the current budget amount for public art and requested clarification on the proposed coyote call for art program. Abel spoke in favor of a two-year program and suggested moving the Together We Can sculpture to Brehm Park and using the funds planned for the Brehm Park artwork applied to a different project. Abel was not in favor of a mural at the Community Center at this time.
Council Member Drozd spoke favorably of the plan, but questioned the proposed mural at the community center. Drozd agreed with Mayor Abel to move the Together We Can sculpture to Brehm Park.
Council Member Denison spoke favorably of the public arts program and likes the concept of the coyote call for art exhibit and though he likes the idea of a mural at the community center, we might want to wait until some of the improvements at the community center complex are complete.
Council Member Lombardo complemented staff for the creativity and expressed he is in full support of the art community. Lombardo requested clarification on the coyote call for art exhibit and felt the north wall of the community center would be a good location for a potential mural.
Motion:
Accept the recommendation of the Parks, Recreation and Cultural Commission to
approve the planned programs for the FY 26-28 Public Art Program except for allocating funds for the proposed mural at the community center, and the proposed art at the entrance to the Brehm Park building, and hold these funds ($14,500) for future public art projects.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Merl Abel
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Robert Lombardo Public Comments
Mayor Abel opened public comments for items not on the agenda.
Norman Shertzman, Yucca Valley spoke against the number of tumbleweeds on a nearby property which is creating additional work for him.
Roger Fruichantie, Yucca Valley spoke in frustration about the large number of tumbleweeds in his neighborhood.
Susan Walls, Joshua Tree thanked the Council for their support of the local microchipping program and would like to see San Bernardino County assisting in the spay and neuter programs. Walls questioned why the volunteer program is still not up and running.
Cheryl Contopulous, Yucca Valley requested to have animal shelter items on the agenda and inquired on outstanding items from the operational review. Contopulous complemented staff for the shelter outreach and suggested a mission statement for the shelter.
Janice Taitel, Yucca Valley commented on the Town's invocation policy and recent invocations at the Town Council meetings.
Debra Savitt, Yucca Valley asked for inclusion in the Town's invocation policy.
Greg Gendron, Yucca Valley suggested using the Town's website to list found strays to help get those animals back to their owners.
Diana Persinger, Yucca Valley inquired if the budget would be increasing for the Yucca Valley Animal Shelter for additional services and expansion.
With no other members of the public wishing to speak, Mayor Abel closed public comments.
Staff Reports and Comments
Public Works Director Qishta provided an update on the current roadway project at the corner
of Yucca Mesa Road and Buena Vista.
Deputy Town Manager Luckino updated the Town Council on the status of the Farmers Market event.
San Bernardino County Sheriff's Sergeant Scalise provided a safety update.
Town Manager Yakimow updated the Town Council on recent legislative action to support funding of improvements on Palm Ave.
Mayor and Council Member Reports and Comments
Council Member Lombardo congratulated Miss Yucca Valley and Court and expressed he is excited to see the revitalized senior center opening and the opening of the Yucca Valley Farmers Market. Lombardo reported on local inquiries to support new, small businesses and would like to explore options to utilize empty buildings in the community. Lombardo spoke of concern about the tumbleweed issue expressed during public comment.
Council Member Denison thanked Rotarian Babrowski for his leadership and guidance with the Miss Yucca Valley participants.
Mayor Abel reminded the community of the Flying Doctors event this coming weekend and announced the upcoming Healthy Hearts Run.
Announcements
With no further business, Mayor Abel adjourned the meeting at 7:12 p.m.
Respectfully Submitted,
Lesley Copeland, CMC
Town Clerk
Item: 5.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Iryna Hess, Accounting Technician
Date: March 4, 2026
Meeting Date: March 17, 2026
Subject: AB1234 Reporting Requirements
Recommendation:
Receive and file the AB1234 Reporting Requirement Schedule for the month of February 2026.
Prior Review:
Current reimbursement policy for Council members and Successor Agency members reviewed and approved by Council August 2006.
Discussion:
AB1234 requires members of a legislative body to report on “meetings” attended at public expense at the next meeting of the legislative body. “Meetings” for purpose of this section are tied to the Brown Act meaning of the term: any congregation of a majority of the members of a legislative body at the same time and place to hear, discuss, or deliberate upon any item that is within the subject matter jurisdiction of the legislative body or the local agency to which it pertains. Qualifying expenses include reimbursement to the member related to meals, lodging, and travel.
An example of when a report is required is when a Town Council member represents his or her agency on a joint powers agency board and the Town pays for the official’s expenses in serving in that representative capacity. Additionally, in the spirit of AB1234, the Yucca Valley Town Council also reports all travel related to conference and training attended at public expense.
Although the AB1234 report can be either written or oral, this report must be made at the next meeting of the legislative body that paid for its member to attend the meeting.
Alternatives
None
Fiscal Impact:
There is no anticipated financial impact associated with the recommended approval of AB1234 reporting requirements.
Attachments
1. AB1234 February 2026
Date of Travel Organization Description Location
Mayor Merl Abel
No reportable meetings
Mayor Pro Tem Jim Schooler
No reportable meetings
Council Member Rick Denison
02/11/26 SBCTA Legislative Policy Committee Meeting San Bernardino, CA 02/11/26 SBCTA General Policy Committee Meeting San Bernardino, CA 02/12/26 SBCTA Transit Committee Meeting San Bernardino, CA 02/24/26-02/25/26 SBCTA Legislative and Visioning Representation Sacramento, CA Council Member Jeff Drozd
No reportable meetings
Council Member Robert Lombardo
No reportable meetings
Town of Yucca Valley
Council Member AB1234 Meeting Schedule
February 2026
Item: 6.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Iryna Hess, Accounting Technician, Jordan Gumbish, Finance Manager Date: March 4, 2026
Meeting Date: March 17, 2026
Subject: Ratification of Warrant Registers
Recommendation:
Ratify the Payroll Registers totaling $293,692.91 dated February 13, 2026, and $305,437.55 dated February 27, 2026. Ratify the Warrant Registers totaling $4,551,072.59 for the period of February 1, 2026, through February 28, 2026.
Prior Review:
None for this item
Discussion:
The attached Warrant Registers lists the warrants that have been paid for the periods identified above. The Finance Department certifies that to the best of staff’s knowledge and review, the listed warrants were drawn in payment of demands conforming to the adopted budget and that these demands are being presented to the Town Council for ratification.
Alternatives
None for this item
Fiscal Impact:
The warrants presented were drawn in payment of demands included within the adopted budget.
Attachments
1. Payroll Register - February 13, 2026
2. Payroll Register - February 27, 2026
3. Warrant Register 02.01.2026-02.28.2026
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 1
Warrant Register from 2/01/2026 to 2/28/2026
0066075 Yolanda Perez 2/03/2026 Claim Settlement 808.36 EFT PARS 2/06/2026 1,303.45
EFT Lincoln 457 (Payroll) 2/06/2026 2,901.55
EFT Mission Square 2/06/2026 2,414.75
EFT Joshua Curtis Slone 2/13/2026 Exercise Physiologist, Senior Programming 625.00 0066143 Cart Retrieval, Inc. 2/13/2026 12/2025 Town-Wide Shopping Cart Retrieval Services
1,120.00
EFT American Legal
Publishing Corp.
2/13/2026 2026 S-8 Supplement Pages - Orinance: print 326 thru 332
1,975.86
0066167 Sylvia L Matthews 2/13/2026 Contracted Youth Basketball Referee Service 782.00 0066182 Raymond Williams 2/13/2026 Contracted Youth Basketball Referee Service 60.00 EFT DocuSign, Inc. 2/13/2026 eSign Business Pro State and Local Government License, 12/31/2025-12/30/2026
3,335.00
0066170 Gerard Noonan 2/13/2026 Travel Advance, Planning Commissioner Academy,
03.10.26-03.13.26
514.81
EFT Zoll Medical Corporation 2/13/2026 PO26-10118, AEDs Supply for Community Services 9,311.12 0066145 Regina Costello 2/13/2026 Contracted Instructor, Belly Dance Class 44.10 0066136 Raini Ameli Armstrong 2/13/2026 Contracted Instructor, Watercolor Workshop 56.00 EFT Electryon Tech LLC 2/13/2026 Internet Connection 129.00 EFT Electryon Tech LLC 2/13/2026 Internet Connection 129.00 0066176 Penny Lee Shadwick 2/13/2026 Contracted Instructor, Knit and Crochet Class 50.40 0066166 Layton D Matthews 2/13/2026 Contracted Sports Referee Service 240.00 0066163 Layton Matthews 2/13/2026 Contracted Sports Referee Service 360.00 0066155 Robert Harris 2/13/2026 Contracted Referee Services 330.00 0066183 Mary Worthen 2/13/2026 Contracted Instructor, Woodcarving Class 7.00 0066146 County of San Bernardino 2/13/2026 Vector Control Services, 07/01/2025-12/31/2025 33,692.00 EFT Robert Clapper
Construction Services Inc
2/13/2026 YV Aquatic and Recreation Center Construction Project, thru January 31, 2026
1,496,343.23
EFT American Business Bank 2/13/2026 Retention Escrow Deposit for RC Construction Inc., YV ARC Project; Application#18, period thru
01/31/2026
78,754.91
0066185 Yucca Valley Sunset
Rotary
2/13/2026 2026 Dessert Soiree Premier Sponsorship 2,500.00 0066186 YUCCA VALLEY
TOWING, INC.
2/13/2026 Towing Service, Code Enforcement 150.00
0066134 AMERICAN ASPHALT
SOUTH, INC.
2/13/2026 2025 Town-Wide Crack/Seal & Slurry/Seal Cape
Project
2,208.75
EFT THE HOME DEPOT U S
A INC.
2/13/2026 Credit Card January 2026 2,923.99
0066144 Castrol Premium Lube &
Smog Express
2/13/2026 Invoices 87127, 87128 131.92
EFT WEX Bank 2/13/2026 Fuel 1,177.81
0066137 Arthur Ramirez Gutierrez 2/13/2026 Contracted Youth Basketball Referee Service 390.00 EFT Burke Williams and
Sorensen LLP
2/13/2026 01/26 Professional Services 29,330.17
0066177 Jonathan Clint Stoker 2/13/2026 Travel Advance, Planning Commissioner Academy,
03.10.26-03.13.26
516.38
0066175 San Bernardino Council
of Governments
2/13/2026 FY25-26 GA Membership Dues 23,261.00
0066181 Alejandro Vasconcelos 2/13/2026 Travel Advance, Planning Commissioner Academy,
03.10.26-03.13.26
518.41
0066169 Victoria Montgomery 2/13/2026 Contracted Instructor, Stretch "N" Tone Class 117.60 0066171 PARS 2/13/2026 12/25 Annual Asset Fee 300.00
EFT Dena Bates 2/13/2026 Senior Benefit Assistance Program 130.00 0066179 Brigitte Valdez 2/13/2026 Valentine's Day Event 550.00 0066139 Basin Transit 2/13/2026 Individual Day Bus Passes Supply 112.50 0066133 AIS 2/13/2026 02/26 Copy Charges per Lease 816.65 EFT GovInvest, Inc. 2/13/2026 Invoices 2024-5326, 2024-5326 10,800.00 EFT Yunex LLC 2/13/2026 12/25 Traffic Signal Maintenance 333.32 0066174 Roderick Rogers 2/13/2026 Contracted Youth Basketball Official Service 60.00 0066153 Syhelie Amaya Gilmore 2/13/2026 Contracted Youth Basketball Referee Service 180.00
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 2
Warrant Register from 2/01/2026 to 2/28/2026
0066132 Ace Alternators Yucca
Valley
2/13/2026 Vehicle Maintenance Supply 81.33
0066135 GREGORY ALLEN REX 2/13/2026 Veterinary Services 777.00 0066140 Be CARB Compliant 2/13/2026 OBD Test 125.00
0066142 Boys & Girls Club of the
Hi-Desert
2/13/2026 Invoices 2014-2025 Water Utility, FY22/23 0595-071 -01, FY22/23 0595-071-02, FY23/24 0595-071-01,
FY23/24 0595-071-02
2,191.69
EFT Parkers Building Supply 2/13/2026 Credit Card 396.87 EFT CDW GOVERNMENT 2/13/2026 Annual Autocad License Renewal 2,981.96 0066147 Cutting Edge Supply 2/13/2026 Maintenance Equipment 2,135.74 0066148 CYNTHIA WEAVER 2/13/2026 Embroidered Staff Shirts 1,016.12 0066138 AVALON URGENT CARE
INC
2/13/2026 Medical Fees 75.00
0066150 Employment
Development Department
2/13/2026 UI Benefit Charges, account ID 932-0490-7, 10- 12/2025
2,127.00
EFT FARMER BROTHERS
CO
2/13/2026 Office Coffee Supply 725.28
0066164 FRED'S TIRES 2/13/2026 Vehicle Maintenance Service 350.00 0066156 LORI HERBEL 2/13/2026 Contracted Instructor, Basic Dog Obedience 1,190.00 0066158 Hi-Desert Water District 2/13/2026 Invoices 07-09/2025, Feb-26 535,680.52 0066152 Government Finance
Officers Association
2/13/2026 Membership Due, 08/01/25-07/31/26 500.00
0066154 HAJOCA CORPORATION 2/13/2026 Facilities Mantenance Supply 1,144.75 0066160 KELLY PAPER
COMPANY
2/13/2026 Invoices 12126414, 12126415, 12139732 1,051.55 0066162 MICHAEL E LANG 2/13/2026 Contracted Instructor, CPR Class 157.50 0066168 MOJAVE DESERT &
MTN INTEG WST JPA
2/13/2026 Membership Dues, Q3 01/01/26-03/31/26 6,752.00 0066184 Yucca Valley Auto Parts,
Inc.
2/13/2026 Vehicle Maintenance 25.00
EFT Primo Brands 2/13/2026 Office Bottled Water Supply (TH) 197.84 EFT Primo Brands 2/13/2026 Office Bottled Water Supply (AS/AC) 141.76 0066172 PRO VIDEO 2/13/2026 Council Meeting Recording 150.00 EFT SBCO Sheriff's
Department
2/13/2026 Invoices 1800002101, 1800002130 1,174,858.00
EFT SCE 2/13/2026 Electric Service Jan 2026 32,457.23
EFT Charter Communications 2/13/2026 Cable/Fiber Services 4,173.30 0066173 Quadient Finance USA
Inc.
2/13/2026 Postage 1,400.00
0066178 Trophy Express 2/13/2026 Pin Brass Badge 46.31
EFT TPx Communications 2/13/2026 Phone Service 5,040.20 0066180 Valley Independent
Printing
2/13/2026 Invoices 45644, 45683 13,999.00
EFT Roadrunner Print and
Ship
2/13/2026 Invoices 5213, 5242, 5245, 5246, 5271 13,795.95 0066165 Meilani MacDonald 2/13/2026 Contracted Instructor, Arts and Crafts Club 33.60 0066149 Robyn Einhorn 2/13/2026 Invoices Jan-26, Reimbursement 403.88 EFT Capitol Advocacy LLC 2/13/2026 01/2026 Professional Services 10,000.00 0066141 Lara Bennett 2/13/2026 Invoices Jan-26, Jan-26 Bare, Jan-26 Kids, Jan-26 Pilates
330.00
0066131 Fernando Reyes 2/13/2026 Settlement and Release of All Claims 500.00 EFT SERVPRO The Landers
Group
2/13/2026 General Cleaning @3353 Sage Ave 3,511.50
0066159 HYSTER-YALE MTLS
HANDLING
2/13/2026 Hyster H60A Lift Truck 6,000Ib Class V, PO26-10191 36,394.00 0066157 Richard Samuel
Hernandez
2/13/2026 Contracted YB Official Service 180.00
0066161 Kyle Bodyfelt 2/13/2026 Contracted YB Official SErvice 390.00 0066151 Energy Service Partners 2/13/2026 Rufund for the Business Registration 51.00 EFT Lincoln 457 (Payroll) 2/20/2026 4,048.74
EFT PARS 2/20/2026 1,352.64
[VOID]
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 3
Warrant Register from 2/01/2026 to 2/28/2026
EFT Mission Square 2/20/2026 5,544.56
EFT Mariposa Landscapes
Inc.
2/27/2026 01/26 Landscape Maintenance 9,726.56
EFT EcoFert, Inc. 2/27/2026 01/26 Monthly Program Fees 2,160.00 EFT Safework, Inc 2/27/2026 YVARC Project Construction Managment, 01/01/2026-01/31/2026
64,648.00
0066198 Cart Retrieval, Inc. 2/27/2026 01/2026 Town-Wide Shopping Cart Retrieval Services
260.00
0066188 Advanced Imaging
Solutions
2/27/2026 Copier Leases, 01/01/2026-01/31/2026 5,521.35 0066203 Dispensing Technology
Corporation
2/27/2026 UPM Cold Patch #3 Spring/Fall Mix 8,415.80
0066217 Frank J Luckino 2/27/2026 Travel Expense Reimbursement, Napa, 02.10.26-
02.13.26. 1,450.70
EFT UniFirst First Aid + Safety 2/27/2026 Medical Kit Supply 170.45 0066219 Midwest Veterinary
Supply, Inc.
2/27/2026 Invoices 27100946-050, 27100946-100 4,195.10
EFT Spec Construction Co.,
Inc.
2/27/2026 Senior Center Modernization Phase II Project, 10/31/2025-01/31/2026
330,031.19
0066236 UniFirst Corporation 2/27/2026 Invoices 2200357601, 2200359936, 2200362823, 2200365530
815.09
0066227 Marina Veterinary Center 2/27/2026 Invoices 27470146-050, 27470146-100, 3233, 3248, 3289, 3296, 3327, 3359
4,583.69
0066239 WCS Permits 2/27/2026 Invoices CR56528, CR56529 32.00 EFT Environmental Systems
Research Institute, Inc.
2/27/2026 ArcGIS Online Professional Annual Subscription,m 03/06/26-03/05/27, Customer #138703
4,400.00
EFT IForm Media LLC 2/27/2026 Vinyl printed Vehicle Wrap for AS/AC 2,583.74 EFT SML Lifestyle Inc 2/27/2026 Replacement Shirt 28.21 0066223 Municipal Dental Pool
C/O Keenan &
Associates, SETECH
2/27/2026 Monthly Dental Premium Group ID #22642-00001, Mar 2026
2,324.40
0066229 Safeway Sign Company 2/27/2026 Street Signs 395.96 EFT Pacific Western Bank 2/27/2026 Credit Card 32,958.91 0066199 Castrol Premium Lube &
Smog Express
2/27/2026 Invoices 87314, 87317 122.16
EFT Southwest Networks, Inc. 2/27/2026 01/26 Contract Billing 2,430.00 0066240 Robert Tenbrook 2/27/2026 Vehicle Repair Sevice, Settlement F.Reyes 4,997.27 EFT Nena C McCullough 2/27/2026 Senior Center Expenses Reimbursement 98.54 0066212 Peggy Hodges 2/27/2026 Paralegal and Tax Services for Seniors 583.33 EFT Harrell's LLC 2/27/2026 Invoices INV02137251, INV02140304, INV02141357 2,001.70 EFT HMC Group dba HMC
Architects
2/27/2026 01/26 YV Aquatic Center Project - prop 68 40,000.00 EFT RHA Landscape
Architects-Planners, Inc.
2/27/2026 Invoices 122939, 122958 2,655.00
EFT Tripepi, Smith &
Associates, Inc.
2/27/2026 Invoices 16538, 16540, 16579 12,545.50
0066189 AIS 2/27/2026 Monthly Maintenance & Supplies Contract for KIP 740C Plotter, 02/17/26-03/16/26
116.80
0066224 PlaceWorks, Inc. 2/27/2026 Invoices TYV-09.012, TYV-10.0-7, TYV-11.0-8 22,326.87 0066231 Katherine Shaw 2/27/2026 Refund for V 02-25 & EA 09-25@58238 Alta Mesa Dr 1,008.19 0066206 Frazier Pest Control, Inc. 2/27/2026 Invoices 250239, 250974 465.00 0066214 Landmark Consultants,
Inc
2/27/2026 Invoices LP0226-19, LP0226-20, LP0226-50 7,526.90 EFT FORTE 2/27/2026 Annual Zoom Licenses, 01/17/26-01/17/27 4,102.16 0066201 Dan's Carpet Cleaning 2/27/2026 AS/AC Facility Carpet Maintenance 480.00 0066237 Valley Independent
Printing LLC
2/27/2026 Invoices 45623, 45679, 45682 1,853.77
0066238 VCA Yucca Valley Animal
Hospital
2/27/2026 Invoices 5563694901, 5563695035, 5563695171,
5563695188, 5563695228, 5563695329,
5563695477, 5563695510, 5563695642,
4,056.64
EFT THAT SHIRT PLACE 2/27/2026 T-Shirts Supply 11,126.21 0066233 THE PIN CENTER 2/27/2026 35th Anniversary Pins 662.00 [VOID]
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 4
Warrant Register from 2/01/2026 to 2/28/2026
EFT Turf Star inc 2/27/2026 Reelmaster 3100-D Mover and Accessiries, PO26- 10190
54,017.01
0066234 ULINE 2/27/2026 Maintenance Supplies 919.17
EFT SCE 2/27/2026 Electric Service 167.03
EFT SoCalGas 2/27/2026 Gas Service 5,827.48
EFT Staples 2/27/2026 Credit Card 3,921.92
0066226 QUALITY STREET
SERVICES INC
2/27/2026 Invoices 260555, 260557 16,960.00
EFT Right of Way, Inc. 2/27/2026 Street Signs Supply 3,964.36 0066228 ROGERS ANDERSON
MALODY & SCOTT LLP
2/27/2026 FY24/25 Audit Progress: January 2026 Billing; SB341 Compliance reporting
3,000.00
0066230 SBCO RECORDER 2/27/2026 Release of Pendency 20.00 EFT Noel Rodney Owsley 2/27/2026 Invoices 02-26-001, 02-26-002, 02-26-003 2,850.00
EFT CARL OTTESON'S
CERTIFIED BACKFLOW
TESTING
2/27/2026 Insulated Bags for Parks, AS, Senior Center 710.00 0066241 Yucca Valley Auto Parts,
Inc.
2/27/2026 Invoices 530354, 530830 289.41
EFT Primo Brands 2/27/2026 Office Bottled Water Supply (PW) 26.87 0066221 Morongo Basin Tennis
Association
2/27/2026 FY25/26 Measure Y Partnership Agreement 6,250.00 0066215 League of California
Cities Desert Mountain
Division
2/27/2026 2026 Membership Dues 600.00
0066225 Quadient Leasing USA
Inc.
2/27/2026 ComDev and Town Hall Postage Machines Leases
03/17/2026-06/16/2026
1,412.22
EFT Miracle Recreation
Equipment Company, Inc.
2/27/2026 Playground Parts Supply 595.69
0066220 MityLite Inc. 2/27/2026 Senior Center Furnishing Sample 117.66 EFT Knorr Systems Int'l 2/27/2026 50LB Pulsar Briquettes, PO26-10197 5,454.90 0066209 HAJOCA CORPORATION 2/27/2026 Facilities Mantenance Supply 280.06 0066211 Hi-Desert Water District 2/27/2026 Water Supply Service 4,331.35 EFT Honeywell International
Inc.
2/27/2026 Mechanical & Electrical Service, Mar 2026 5,551.39 EFT Quinn Company 2/27/2026 Maintenance Supplies 3,232.22 0066213 KCDZ-FM 2/27/2026 Invoices 998-00027-0000, 998-00030-0000, 998- 00031-0000, 998-00032-0000, 998-00033-0000
2,714.00
0066207 FULTON DISTRIBUTING
CO
2/27/2026 Invoices 693661, 693662 2,087.47
0066208 Golden State Sports
Photography
2/27/2026 Balance Due for Golden State Sports Photograph Packages
1,282.47
EFT FARMER BROTHERS
CO
2/27/2026 Office Coffee Supply 273.18
0066205 FEDEX 2/27/2026 Express Shipping Service 115.12 0066204 EWING IRRIGATION
PRODUCTS INC
2/27/2026 Irrigation Maintenance Supplies 462.43
0066194 BEAUMONT
COMMUNITY YOUTH
BASKETBALL
2/27/2026 Beaumont Community Youth Basketball Annual
Tournament Fee
1,500.00
0066195 Be CARB Compliant 2/27/2026 TRUCRS Vehicle Reporting 125.00 0066232 DEPARTMENT OF
JUSTICE
2/27/2026 Invoices 022392, 9391 534.00
0066202 Desert Arc 2/27/2026 01/26 Cleaning Services 7,232.04 EFT Desert Fire Extinguisher
Co Inc.
2/27/2026 Fire Sprinkler Inspection@ Library 1,137.68
EFT CHARLES ABBOTT
ASSOCIATES
2/27/2026 01/26 Building Permit and Plan Check Fees 31,756.93 0066200 CoreLogic Solutions LLC,
Information Solutions
2/27/2026 RQ2 Nationwide Commitment Package, Jan 2026 367.41 0066196 Boys & Girls Club of the
Hi-Desert
2/27/2026 FY25/26 Measure Y Partnership Agreement 15,000.00
Check # Name Check Date Check Amount
Town of Yucca Valley Page: 5
Warrant Register from 2/01/2026 to 2/28/2026
0066197 DEBRA
BREIDENBACHSTERLING
2/27/2026 117.09
0066192 AT&T MOBILITY 2/27/2026 465.89
0066222 MORONGO UNIFIED
SCHOOL DISTRICT
2/27/2026 5,608.84
0066187 ACTION PUMPING INC 2/27/2026 510.00
0066190 Animal Action League 2/27/2026 1,783.00
0066191 GREGORY ALLEN REX 2/27/2026 1,847.00
0066218 MasterShield 2/27/2026 3,544.16
0066193 Beacon Athletics LLC 2/27/2026 768.98
0066216 The Joshua Tree Dream 2/27/2026 375.00
0066235 UltraSystems
Enviromental
Incorporated
2/27/2026 7,710.00
EFT Impact Sciences, Inc. 2/27/2026 28,614.65
EFT Multy Service Technology
Solutions Inc.
2/27/2026 114.58
EFT Van Engineering Inc. 2/27/2026 110,390.00
0066210 2/27/2026 97.88
EFT 2/27/2026 29,900.00
Hi-Desert Metal & Gas
Supply
Petra Products Inc.
Description
Mileage Reimbursement
Cell Phone Service
01/26 Fleet Fuel
Senior Center Septic Pumping
Invoices 02092026, 11122025, 2367350, 2385068
Invoices 10315, 10388
Window Service - Frost, Cust#7886
Invoices 0626007-IN, 0626427-IN, 0626878-IN
Advertisement in Fall 2026 Edition
CEQA for Sun Mesa Mini Storage Facility, 02/01/26-
02/24/26
CEQA for Dutch Bros, Project #1590.003, Jan 2026
Credit Card
CC Athletic Facility Improvements, 01/01/26-
01/31/26
Carbon Dioxide Units Supply for Pool
Invoices PRM-933, PRM-934
Total Checks: 4,551,072.59
Item: 7.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: March 9, 2026
Meeting Date: March 17, 2026
Subject: Yucca Valley Aquatic and Recreation Center Project – Town Project 6009 Consultant Services Contract Amendments
Recommendation:
Approve the contract amendments as follows:
• Contract Amendment No. 2 for an increase of $125,000.00 to Geocon West, Inc. for additional Inspection Services, increasing the total contract amount to $647,400; and • Contract Amendment No. 2 for an increase of $75,000.00 to Landmark Consultants, Inc. for additional Geotechnical Services, increasing the total contract amount to $294,750.
Prior Review:
On December 4, 2018, the Town Council authorized the release of the Request for Proposals for the Aquatics and Recreation Center Design Concept and Feasibility Study.
On March 19, 2019, the Town Council awarded the professional services contract to LPA, Inc., for the preparation of the Town’s Aquatics & Recreation Center Needs Assessment, Feasibility Study, Site Analysis, and Concept Design in the amount of $202,950.00 and authorized a contingency in the amount of $16,800.00, for a total of $219,750.00.
On June 18, 2019, the Town Council approved the request to form a Prop 68 Aquatics and Recreation Project Citizen Advisory Group to assist staff and the Town Council with many of the decision points on the aquatics center project.
On July 23, 2019, and August 20, 2019, the Town Council appointed five community members, each nominated by one Town Council member, one Planning Commissioner, one Parks, Recreation, and Cultural Commissioner, and two Youth Commissioners to serve on the Aquatics and Recreation Project Citizens Advisory Group.
On December 17, 2019, the Town Council received and filed the Citizen Advisory Group's Prop 68 Aquatics & Recreation Center Report and relieved the Prop 68 Project Citizen Advisory Group of their duties.
On March 31, 2020, the Town Council approved Design Concept 6 for the Prop 68 Aquatics & Recreation Center Project and directed staff to move forward with the creation of an application for Phase 1b and Phase 2 of the Project for submission to the state under the Statewide Park Program — Desert Community Program. The Town Council directed staff to move forward with the CEQA process for both Brehm Park sites.
On March 2, 2021, the Town Council authorized the release of the Request for Qualifications/Proposals (RFQ/P) for project management services for the Proposition 68 Project.
On April 20, 2021, the Town Council rejected the bids for Project Management Services for Proposition 68 Project and adopted the Resolution authorizing staff to re-release Request for Qualifications/Proposals for the Project Management Services for Proposition 68 Project.
On June 22, 2021, the Town Council awarded the contract for Project Management Services to the Dahlin Group in the amount of $628,500.00.
On October 14, 2021, Town Council approved site and programming recommendations and authorized the approval to release the Request for Qualifications/Proposals for the Architectural and Engineering Services for the Yucca Valley Aquatic and Recreation Center.
On January 18, 2022, the Town Council approved design professional services agreement for Architectural and Engineering Design Consultant Services for the Aquatics and Recreation Center project and awarded the professional service agreement to HMC Architects in the amount not to exceed $1,901,421.00, authorizing the Town Manager, Town Attorney, and the Mayor to sign all necessary documents to complete this project.
On December 20, 2022, the Town and the contractor signed AMENDMENT 1 to the agreement that increased the maximum compensation amount by $181,200.00 from $1,901,421.00 to $2,082,621.00 for additional design services for PV System Design.
On March 21, 2023, the Town Council approved a Professional Services Agreement with SAFEWORKCM for Construction Management Services for the Yucca Valley Aquatic Center Project.
On May 16, 2023, the Town Council authorized the release of a Request For Pre-Qualifications of Contractor.
On August 15, 2023, the Town Council authorized the release of the Request For Proposal for Yucca Valley Aquatic and Recreation Center Project Inspection Services.
On November 7, 2023, the Town Council awarded an agreement for inspection services for
Yucca Valley Aquatic and Recreation Center Project to Geocon West, Inc., in the amount not to exceed $397,440.00, authorizing the Town Manager, Town Attorney, and Mayor to sign the Town’s standard professional design agreement and related documents for these services.
On November 23, 2023, the Town Council rejected the bid for the Yucca Valley Aquatic and Recreation Center Project, Town Project No. 6009, and adopted the Resolution and authorized the Town Clerk to re-advertise and receive bids.
On May 7, 2024, the Town Council:
• Approved the award of a construction contract with Robert Clapper Construction Services, Inc., in the amount of Base Bid of $38,597,000.00 to construct Yucca Valley Aquatic and Recreation Center Project;
• Authorized construction, construction contingencies in the total amount of $41,000,000.00; to include a $1,447,000.00 contingency and $956,000.00 for Alternative Bid #2;
• Adopted Resolution No. 24-13 Approving Addendum No. 3 to the previously adopted Initial Study/Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for the Brehm Youth Sport Park Project; and
• Authorized the Mayor, Town Manager, and Town Attorney to execute the agreement, and authorized the Town Manager or designee to expend contingency funds, if necessary, for project completion.
On July 16, 2024, the Town Council amended the budget:
• Approving an increase in the amount of $211,947.00 for SAFEWORKCM; • Approving an increase in the amount of $18,500.00 for Dahlin Group, Inc.; and • Approving an increase in the amount of $131,200.00 for HMC Architects.
On January 21, 2025, the Town Council approved a proposal submitted by AVI to provide audio and video technology for the project in the amount of $599,958.35.
On February 18, 2025, the Town Council:
• Adopted Resolution No. 25-03, approving a budget amendment to the FY 2025-26 Special Revenue Fund Budget appropriating an additional $1,000,000.00 of Town Capital Project Reserve funds; and
• Approved contract amendments for increases in the amount of $335,880.00 to SafeworkCM; $85,000.00 for Landmark Geo-Engineers; $400,000.00 to HMC Architects, and $79,000.00 to Dahlin Group.
On August 19, 2025, the Town Council:
• Found that it would be uneconomical to follow purchasing procedures since the supplies are available through multiple government cooperative contracts with public agencies, including the State, who have previously completed the bidding process and that the welfare of the public therefore would be promoted by dispensing with the purchasing procedures as allowed in the Town’s Purchasing Policy;
• Approved the procurement of furniture and equipment from System Source in the amount of $659,876.46 with a contingency of $65,000.00 for any incidental expenses or tariffs ; and
• Authorized the Town Manager or designee to execute all documents for the purchase.
On December 2, 2025, the Town Council amended the budget approving an increase to Geocon West, Inc. for additional Inspection Services.
Discussion:
The Yucca Valley Aquatic and Recreation Center is a year-round new aquatics facility consisting of three pools: a 10-lane, 25-yard by 25-meter, swim/lap competitive pool, 8,300 square foot (SF) recreational pool, and 1,500 SF therapy pool. Recreational pool features include: a zerodepth entry, four-lap swim lanes, a 125-foot two-flume water slide, and a wet-play structure with multiple splash features. The Facility Plan features a single story, 12,300 SF building with a natatorium, 700 SF wet multipurpose room, 1,450 SF activity multipurpose room, 1,370 SF of offices, and a 9,250 SF gymnasium. Supporting these program elements are an 850 SF lobby, locker rooms, restrooms, storage facilities, ground level parking, and a solar panel system.
The project includes special features that must be inspected to ensure compliance with applicable codes and regulations, such as water slides, reinforcing steel installation, concrete placement, structural masonry, structural steel fabrication inspection, structural steel field welding, bolts and dowels installed in concrete and masonry, high strength bolting, roofing, and waterproofing.
Due to the increase in the project duration (14 months to 20 months) and the additional inspection services needed to complete the project, some additional costs will be incurred as follows:
Geocon West, Inc.
Original Contract Amount $397,440.00
Amendment #1 $125,000.00
Amendment #2 $125,000.00
Total $647,440.00
Landmark Consultants, Inc.
Original Contract Amount $134,750.00
Amendment #1 $85,000.00
Amendment #2 $75,000.00
Total $294,750.00
Alternatives
None.
Fiscal Impact:
The FY24-25 Amended Budget allocates a total project budget of $51,000,000.00 for the Yucca Valley Aquatic Recreation Center Project. The current project budget includes a $1,500,000.00 of project contingency for potential time extensions and service cost increases, such as the proposed amendments, as well as $1,447,000 in construction contingency for potential change orders or time extensions. This contingency will be utilized toward these costs, ensuring that no additional funds are appropriated to the project at this time.
Project Contingency
Contingency $
2,947,000
WJT Permits
(87,847)
Water Main Installation
(76,292)
Plan Check Fee
(100,939)
Landmark Increase
(75,000)
GeoCon Increase
(125,000)
HMC Increase
(45,000)
Dahlin Increase
(75,000)
Project Contingency Balance $
2,361,922
Attachments
1. Amendment #2 DRAFT-Landmark Agreement
2. Draft Amendment #2-Geocon Agreement
3. Fully Exec Amendment 1 Landmark contract 3 4 2025
4. Fully Exec Geocon West Amendment 1 Jan 22 2026
5. Fully Executed Landmark Contract Prop 68 ARC
6. Fully Exec Geocon West Agrmnt - YVARC testing-inspections 12 12 23
7. 12.2.25 Town Council Minutes
AMENDMENT 2
TO THE PROFESSIONAL SERVICES AGREEMENT DATED JANUARY 31, 2022 BY AND BETWEEN TOWN OF YUCCA VALLEY AND LANDMARK CONSULTANTS INC.
FOR GEOTECHNICAL SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION
CENTER PROJECT
This amendment (hereinafter referred to as the “AMENDMENT”) to an agreement (hereinafter “AGREEMENT”) is made and entered into this 18th day of March 2026, by and between the Town of Yucca Valley (hereinafter "TOWN"), and Landmark Consultants, Inc., (hereinafter “CONSULTANT”), sometimes referred to individually as the “PARTY” and collectively as “PARTIES”, for geotechnical services.
RECITALS
A. On January 31, 2022, the TOWN and the CONSULTANT entered into an AGREEMENT for geotechnical services in the amount of $134,750.00.00 for the term until project completed.
B. Due to the requirement of conducting toxicity testing for the borrow site an increase of $35,000.00 and $50,000.00 to continue with monitoring services for a total of $85,000.00 was warranted.
C. As of the date first herein written, the project is six weeks behind schedule [at no fault of the CONSULTANT]. To continue the work outlined in the AGREEMENT, an increase of $75,000.00 is warranted.
TERMS
1. Section 2 Compensation, subsection 2.1 of the original AGREEMENT is hereby amended to read as follows:
2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the "Schedule of Compensation" attached hereto as EXHIBIT “F” and incorporated herein by this reference, but not exceeding the maximum contract amount of TWO HUNDRED NINETY-FOUR THOUSAND SEVEN HUNDRED FIFTY DOLLARS AND ZERO CENTS ($294,750.00) for Geotechnical Services ("Contract Sum"), through September 30, 2026, unless additional compensation is approved pursuant to Section 1.8.
This AMENDMENT providesfor a $75,000.00 increase to the contract amount for FY2025/26 from $219,750.00 to $294,750.00.
Except as amended by this Amendment 2, all provisions of the original AGREEMENT shall remain in full force and effect and shall govern the actions of the parties under this AMENDMENT.
AMENDMENT 2
TO THE PROFESSIONAL SERVICES AGREEMENT DATED JANUARY 31, 2022 BY AND BETWEEN TOWN OF YUCCA VALLEY AND LANDMARK CONSULTANTS INC.
FOR GEOTECHNICAL SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION
CENTER PROJECT
IN WITNESS WHEREOF, the parties hereto have executed this Amendment 2 on the date first herein above written.
Town of Yucca Valley LandMark Consultants, Inc.
By: _______________________________ By: _________________________________ Curtis Yakimow, Town Manager Randy Lyon, President
ATTEST:
___________________________________
Lesley Copeland, Town Clerk
EXHIBIT “F”
SCHEDULE OF COMPENSATION
YUCCA VALLEY AQUATIC AND RECREATION CENTER PROJECT
GEOTECHNICAL SERVICES
TOTAL CONTRACT AMOUNT $294,750.00 NOT TO EXCEED
CONTRACT TERM 01/21/2022 THROUGH Completion
FISCAL YEAR AMOUNT PER YEAR DOCUMENT OF CHANGE
2021/22 $ 134,750.00
2024/25 $ 85,000.00 Amendment 1
2025/26 $ 75,000.00 Amendment 2
AMENDMENT 2
TO THE PROFESSIONAL SERVICES AGREEMENT DATED NOVEMBER 7, 2023, BY AND BETWEEN TOWN OF YUCCA VALLEY AND GEOCON WEST, INC., FOR
INSPECTION SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION CENTER
PROJECT
This amendment (hereinafter referred to as the “AMENDMENT”) to an agreement (hereinafter “AGREEMENT”) is made and entered into this 18th day of March 2026, by and between the Town of Yucca Valley (hereinafter "TOWN"), and Geocon West, Inc. (hereinafter “CONTRACTOR”), sometimes referred to individually as the “PARTY” and collectively as “PARTIES”, for inspection services.
RECITALS
A. On November 7, 2023, the TOWN and the CONTRACTOR entered into an AGREEMENT for inspection services in the amount of $397,440.00 for the term until completion of services.
B. Due to extended construction period for the Yucca Valley Aquatic and Recreation Center Project and the extension of the project construction from 14 months to 20 months, an increase of $125,000.00 to the Contract Sum was granted in Amendment 1.
C. Given the amount of work remaining on this project, Geocon West has requested an additional $125,000.00, which increases the contract sum to $647,440.00.
TERMS
1. ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT, Section 2.1 of the original AGREEMENT is hereby amended to read as follows:
2.1 Contract Sum.
Subject to any limitations set forth in this Agreement, Town agrees to pay Consultant the amounts specified in the “Schedule of Compensation" attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed SIX HUNDRED FORTY-SEVEN THOUSAND FOUR HUNDRED FORTY DOLLARS AND ZERO CENTS ($647,440.00) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1.8.
2. EXHIBIT “C” SCHEDULE OF COMPENSATION, Section V. of the original AGREEMENT is hereby amended to read as follows:
V. The total compensation for the Services shall not exceed $647,440.00 as provided in Section 2.1 of this Agreement.
This Amendment provides for a $125,000.00 increase to the contract amount from $522,440.00 to $647,440.00.
Except as amended by this Amendment 2, all provisions of the original AGREEMENT shall remain in full force and effect and shall govern the actions of the parties under this AMENDMENT.
AMENDMENT 2
TO THE PROFESSIONAL SERVICES AGREEMENT DATED NOVEMBER 7, 2023, BY AND BETWEEN TOWN OF YUCCA VALLEY AND GEOCON WEST, INC. , FOR
INSPECTION SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION CENTER
PROJECT
IN WITNESS WHEREOF, the parties hereto have executed this Amendment 2 on the date first herein above written.
Town of Yucca Valley Geocon West, Inc.
By: _______________________________ By: _________________________________ Curtis Yakimow, Town Manager
ATTEST:
___________________________________
Lesley Copeland, Town Clerk
AMENDMENT 1
TO THE PROFESSIONAL SERVICES AGREEMENT DATED NOVEMBER 7, 2023, BY AND BETWEEN TOWN OF YUCCA VALLEY AND GEOCON WEST, INC., FOR
INSPECTION SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION CENTER
PROJECT
This amendment (hereinafter referred to as the "AMENDMENT") to an agreement (hereinafter "AGREEMENT") is made and entered into this 2
nd day of December 2025, by and between the
Town of Yucca Valley {hereinafter "TOWN"), and Geocon West, Inc. (hereinafter "CONTRACTOR"), sometimes referred to individually as the "PARTY" and collectively as "PARTIES", for inspection services.
RECITALS
A. On November 7, 2023, the TOWN and the CONTRACTOR entered into an AGREEMENT for inspection services in the amount of $397,440.00 for the term until completion of services.
B. Due to extended construction period for the Yucca Valley Aquatic and Recreation Center Project and the extension of the project construction from 14 months to 20 months, an increase of $125,000.00 is warranted for the Contract Sum.
TERMS
1. ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT, Section 2.1 of the original AGREEMENT is hereby amended to read as follows:
2.1 Contract Sum.
Subject to any limitations set forth in this Agreement, Town agrees to pay Consultant the amounts specified in the "Schedule of Compensation" attached hereto as Exhibit "C" and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Five Hundred Twenty-Two Thousand Four Hundred Forty Dollars ($522,440.00) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1.8.
2. EXHIBIT "C" SCHEDULE OF COMPENSATION, Section V. of the original AGREEMENT is hereby amended to read as follows:
V. The total compensation for the Services shall not exceed $522,440.00 as provided in Section 2.1 of this Agreement.
This Amendment provides for a $125,000.00 increase to the contract amount from $ 397,440.00 to $ 522,440.00.
Except as amended by this Amendment 1, all provisions of the original AGREEMENT shall remain in full force and effect and shall govern the actions of the parties under this Amendment.
AMENDMENT 1
TO THE PROFESSIONAL SERVICES AGREEMENT DATED NOVEBER 7,2023 BY AND BETWEEN TOWN OF YUCCA VALLEY AND GEOCON WEST, INC. FOR
INSPECTION SERVICES FOR YUCCA VALLEY AQUATIC AND RECREATION CENTER
PROJECT
IN WITNESS WHEREOF, the parties hereto have executed this Amendment 1 on the date first herein above written.
Town of Yucca Valley Geocon West, Inc.
ey/��
Curtis �w, Town Manager
B � y:--=�::..._-�--------
Neal Berliner, President
ATTEST:
Lesley Copeland, Town Clerk
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
13. Budget Report for the Quarter Ending September 30, 2025 Motion:
Receive and file the Budget Report for the fiscal quarter ended September 30, 2025 Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
14. Yucca Valley Aquatic and Recreation Center Project – Town Project 6009 GeoCon West Inc. Consultant Services Contract Amendment Motion:
Approve Amendment No. 1 to the professional service agreement with GeoCon West Inc., increasing the contract amount from $397,440.00 to $522,440.00 and authorize the Mayor, Town Manager, and Town Attorney to sign all necessary documents.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
15. Town Council Meeting Calendar 2026
Motion:
Receive and file the Town Council Meeting Calendar through January 2027.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
16. Certificate of Achievement for Excellence in Financial Reporting Motion:
Receive and file the Certificate of Achievement for Excellence in Financial Reporting for the fiscal year ended June 30, 2024.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Rick Denison
Item: 8.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Shane Stueckle, Deputy Town Manager, Jared Jerome, Associate Planner Date: March 9, 2026
Meeting Date: March 17, 2026
Subject: General Plan Annual Report 2025
Recommendation:
That the Town Council receives and files the General Plan Annual Housing Element Progress Report.
Prior Review:
The Town Council receives the mandated General Plan Annual Report in the spring of each year.
The Town Council last received this report at the meeting of March 18, 2025.
Discussion:
Government Code Section 65400 mandates that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress on its implementation. The report must then be filed with the State’s Office of Planning and Research (OPR) and the Department of Housing and Community Development (HCD). This annual review addresses the January 01, 2025, through December 31, 2025, time period.
The Town adopted a comprehensive General Plan Update on February 04, 2014. The updated 2021 Housing and Safety Elements were adopted on April 5, 2022. The implementation section of the General Plan recommends that the Town review the General Plan on an annual basis to evaluate implementation progress and to determine if changing conditions make minor adjustments to the Plan desirable.
To comply with State housing law, jurisdictions must update their housing element every eight years. The current Housing Element adopted in 2022 will be due for an update around 2029 to comply with State housing law.
The attached Annual Report addresses the Housing Elements. In each section there is discussion about the progress that the Town has made on its implementation of the General Plan over the past year.
Alternatives
There are no alternative recommendations.
Fiscal Impact:
There is no fiscal impact created by the recommended action.
Attachments
1. 2025 Yucca Valley GP Annual Report
2. YuccaValley2025_SheetA_A_H
3. YuccaValley2025_SheetA_I_V
4. YuccaValley2025_SheetA_W_AC
5. YuccaValley2025_SheetA2_A_G
6. YuccaValley2025_SheetA2_AH_AT
7. YuccaValley2025_SheetA2_AU_BI
8. YuccaValley2025_SheetA2_H_T
9. YuccaValley2025_SheetA2_U_AG
10. YuccaValley2025_SheetB
11. YuccaValley2025_SheetC
12. YuccaValley2025_SheetD
13. YuccaValley2025_SheetE
14. YuccaValley2025_SheetF
15. YuccaValley2025_SheetF2
16. YuccaValley2025_SheetG
17. YuccaValley2025_SheetH
18. YuccaValley2025_SheetJ
19. YuccaValley2025_SheetK
20. YuccaValley2025_SheetL
21. YuccaValley2025_LEAP_Reporting
Each year, the Town of Yucca Valley reviews the development activity during the prior year and other programs that work toward implementing the Town’s General Plan. As a major component of this review, residential development activity is reviewed to determine the number and type of dwelling units completed during the year in order to comply with the State of California mandate to monitor the implementation of the Town’s housing goals.
The Town of Yucca Valley Comprehensive General Plan is an official document that is adopted by the Town Council after significant public input and based upon a recommendation from the Planning Commission. The General Plan provides goals, policies, programs, and implementation strategies to guide development and redevelopment, and to preserve valued assets and resources.
Land Use Planning is mandated by the State of California, and has multiple components including long-range or comprehensive planning, current planning or development review, and environmental compliance with the California Environmental Quality Act. Land Use Planning processes are regulated by California law.
State law mandates that specific components are addressed within any comprehensive plan.
These are termed “Plan Elements”. The required Plan elements include:
Land Use
Circulation
Housing
Conservation
Open Space
Noise
Safety
The Town’s General Plan addresses all of these components. It should be noted that the Housing Element must be updated every eight years. The 2021Housing Element in place for the Town during this review period was approved by the Town Council on April 05, 2022. The 2021Housing Element update was included in the overall General Plan Update discussed below.
State Law permits the General Plan mandated elements to be amended up to four times annually.
The Town approved fifteen General Plan Amendments to the 1995 General Plan. Two general plan amendments to the County General Plan were approved following incorporation and prior to the adoption of the 1995 General Plan. The General Plan Housing and Safety Elements were updated during the 2021-2022 reporting period.
2025 GENERAL PLAN ANNUAL HOUSING ELEMENT PROGRESS REPORT BACKGROUND:
General Plan Annual Report 2025 Page 2 of 12
Town Council, March 17, 2026
This report does not discuss every component of each Element, but it gives insight into general land use activity and overall General Plan implementation.
The Development Code and other regulations play a critical role in implementing the goals, policies, and programs of the General Plan. Specific Plans provide more detailed goals, policies and programs for a more limited, specifically-defined area within the Town’s corporate limits.
A complete update of the Development Code was adopted by the Town Council in late 2014.
As part of the Town’s on-going Housing Element implementation, the following items were updated in Development Code Amendment (DCA) 05-24, which was adopted at the Town Council meeting of November 5, 2024:
1. Chapter 9.07 Residential and Hillside Reserve Districts is amended pursuant to Housing Element Programs H1-7, H1-8, and H-10. The recommended changes have the effect of allowing residential care facilities serving seven or more people through a Site Plan and Design Review where they were previously permitted through a Conditional Use Permit, removing the requirement for a public hearing from the permitting process, and allowing farmworker/employee housing as a residential and agricultural use, subject to provisions State law and local permitting.
2. Chapter 9.08 Standards And Regulations For Specific Uses In Residential And Hillside Reserve Districts, Section 9.08.100 Accessory Dwelling Units is repealed pursuant to Housing Element Program H1-3. The existing development standards within the code for Accessory Dwelling Units are not consistent with State law, therefore the recommended action is to repeal those standards. Accessory Dwelling Units will continue to be allowed subject to the provisions of State law. Jurisdictions are not required to adopt an ordinance to enable that activity.
3. Chapter 9.09 Commercial Districts is amended pursuant to Housing Element Programs H1-1 and H1-7. The recommended changes have the effect of allowing social care facilities through a Site Plan and Design Review in zoning districts where they were previously permitted through a Conditional Use Permit, removing the requirement for a public hearing from the permitting process, and adding minor notes to incorporate provisions of the adopted General Plan relating to the Corridor Residential Overlay, Mixed-Use Town Center, and Mixed-Use Civic Center areas.
4. Chapter 9.10 Industrial Districts is amended pursuant to Housing Element Program H1-4.
The recommended changes have the effect of allowing Emergency Transitional Housing byright, without requirement for a Special Use Permit.
DEVELOPMENT CODE UPDATE:
General Plan Annual Report 2025 Page 3 of 12
Town Council, March 17, 2026
5. Chapter 9.47 Density Bonus is amended pursuant to Housing Element Program H3-2. The recommended changes have the effect of promoting more affordable housing by adding additional categories of projects eligible for density bonus, incentives, and concessions under current State law.
6. Chapter 9.48 Emergency Transitional Housing and Single Room Occupancy Units is amended pursuant to Housing Element Programs H1-8, H1-9, and H3-7. The recommended changes have the effect of allowing supportive housing by-right in all zoning districts that allow multi-family dwelling units or mixed-use development if the propose housing development satisfies the requirements of State law, adding Low Barrier Navigation Centers and identifying it as a use by-right in areas zoned for mixed-use and nonresidential zones permitting multifamily uses, provided that it meets specific requirements under current State law, removing minimum separation distance between emergency shelters, and adding language to clarify the zoning districts that allow single-room occupancy units subject to Conditional Use Permit.
No major housing projects were approved during the 2025 calendar year.
GENERAL LAND USE ACTIVITY
General Plan Annual Report 2025 Page 4 of 12
Town Council, March 17, 2026
There were no General Plan amendments requested or approved during 2025. The chart below lists the General Plan Amendments that have been requested since incorporation:
General Plan Amendments Since Incorporation
DATE CASE NO. APPLICANT PROJECT DESCRIPTION STATUS
8/23/1993 GPA-01-93 KenLar Construction Rezone from 4MRM to CO, Approved 11/3/1993 GPA 02-93 Town of Yucca Valley Rezone from RS18m to IN withdrawn 11/3/1993 GPA 03-93 Rezone from RM4M to CO, Approved
10/24/1996 GPA-01-96 Town of Yucca Valley Section 11 Annexation Approved 2/16/1999 GP-01-99 Banks Vaughn Denied
2/15/2000 GPA 01-00 Town of Yucca Valley Housing Element Update Approved 05/30/2001 GPA 01-01 Leon Strand Rezone R-HR to RL-5 Approved 06/14/2001 GPA 02-01 Barton Pedersen Rezone R-HR to RL2.5 Approved 09/06/2001 GPA 03-01 Town of Yucca Valley State Annual Report Accept and
file
03/07/2002 GPA 01-02 Tim Humphreville RS -RM10 (RZ 01-02) Denied 04/24/2002 GPA 02-02 Town of Yucca Valley 2001 Annual Report Accept and
file
02/28/2003 GPA 01-03 Bill Scholar Rezone CG to RM Approved 05/07/2003 GPA 02-03 Cole Stillwell Rezone RL to CG Approved 02/25/2004 GPA-01-04 Danmark Dev Rezone RS-2 to RS-3.5 Approved GPA 02-04 Town of Yucca Valley Rezone RL-1 to RS-3.5 Approved 12/08/2004 GPA-01-05 TYV Land use designation changes Approved 04/07/2005 GPA 02-05 Neighborhood Housing Group Rezone RL-1 to RM-8 Approved 07/11/2005 GPA 03-05 Century Homes withdrawn
08/10/2005 GPA-04-05 Randy Werner Rezone R-HR to RL-5 Approved 03/10/2006 GPA-01-06 Bill Shack Rezone RL-5 to RS-3.5 Approved 12/07/2006 GPA-02-06 Specialty Homes Rezone Approved
12/13/2006 GPA-03-06 Nickolas Ventures Rezone to RM -10 withdrawn GPA 01-07 TYV Old Town Specific Plan Approved
12/18/2007 GPA 02-07 Chris Paolini Rezone RL-1 to RS-2 Approved 03/20/2008 GPA 01-08 Curtis McGrew Rezone R-HR to RL Approved 01/19/2009 GPA 01-09 Town of Yucca Valley Housing Element Update Approved 07/01/2011 GPA 01-11 Town of Yucca Valley Comp General Plan Update Approved
General Plan Annual Report 2025 Page 5 of 12
Town Council, March 17, 2026
The following chart shows the tentative tract maps that have been approved since incorporation.
The Town did not approve any Tentative Tract Map applications in 2025.
CASE NO.
APPLICATION
DATE APPLICANT LOCATION
TOTAL#
OF LOTS
# OF
VACANT
LOTS
APPROVED PROJECTS
TM 16471 02/28/2003 Recorded Bill Scholar
Desert Vista Village
E. of Palm, S of Pine 106 38
TTM 16649 09/05/2003 Expired 40 Villas LP
NE corner of Camino del Cielo
and Martinez 34 34
TM 16587 02/25/2004 Recorded Danmark Development
S of Mountain View between
Acoma and Church 57 41
TM 16786 04/01/2004 Recorded De Silva Vera Lane west of Joshua Lane 4 4 TM 16957 04/16/2004 Recorded Bob Stadum
E side of Acoma 1 parcel N of
Joshua Drive 34 34
TTM 16787 09/13/2004 Expired Rondel Ent. W of SR247 S of Castro 54 54 TTM 16733 09/13/2004 Expired Arthur Schultz S of Santa Barbara E & W of Indio 17 17 TM 17240 10/29/2004 Recorded Leon Strand
Santa Barbara between Balsa and
Emerson 4 3
TM 17328 12/13/2004 Recorded Yucca Estates
SW corner of Yucca Tr. And
Emerson 17 17
TTM 17633 06/14/2005 Expired Burnt Mtn Haciendas SW corner of Palomar and Onaga 61 61 TTM 17476 01/27/2006 Expired SILVATEX,INC N of Paxton 1 parcel E of Imperial 43 43 TTM 18011 08/22/2006 Expired Specialty Homes
SE Corner of Cholla Ave. and
Joshua Dr. 8 8
TTM 17862 03/10/2006 Recorded Copper Hills Homes
NE corner of Sage Ave and San
Andreas 107 85
TTM 17985 06/15/2007 Expired Fred Golestani
NE corner of Palomar Ave and
Juarez Dr 20 20
TTM 18418 12/18/2007 Expired Pueblo Mesa
NE corner of Sage Ave and
Golden Bee Drive 142 142
TTM18773 12/23/2009 Expired Beverly Lucas
SW corner of Cholla Ave and
Carlyle Dr. 60 60
TTM R-20246 10/29/2018
Expired – Reversion to
Acreage Gates of Spain 7501 Palm Avenue (195)
TOTAL # OF APPROVED LOTS
TOTAL # OF VACANT LOTS
789
661
SYNOPSIS OF TENTATIVE TRACT MAPS
General Plan Annual Report 2025 Page 6 of 12
Town Council, March 17, 2026
Since incorporation there have been seven tract maps that have recorded. They are:
1. Tract Map 16471 Desert Vista
Village
2. Tract Map 16587 Mesquite 55
3. Tract Map 16786 Da Silva
4. Tract Map 16957 Living Space
5. Tract Map 17240 Strand
6. Tract Map 17328 YV Estates
7. Tract Map 17862 Sage Estates
The following chart shows all of the Tentative Parcel Maps that have been approved since incorporation. The Town has not approved a Tentative Parcel Map application in 2025.
APPLICATION
DATE CASE NO. APPLICANT LOCATION
TOTAL #
OF LOTS
# OF
VACANT
LOTS
APPROVED PROJECTS
08/24/1992 PM 14325 Leonard Malin
SW corner Sunnyslope Dr and Warren Vista
Ave 2 0
10/26/1993 PM 14602 Robert Smith SW corner of Yucca Tr and Valley Vista Ave 3 1 08/24/1994 PM 14722 Alan Petty SW corner Dulce Ave and Santa Barbara Dr 4 3 10/27/1998 PM 15202 Tom Humphreville NW corner Country Club Rd and Quemada Tr 2 0 05/30/2001 PM 15708 Leon Strand SE corner Balsa Ave & Santa Barbara 4 3 04/05/2004 PM 16561 Copper Hill Homes
W side of Selecta Ave
N of Juarez Dr 2 0
12/10/2004 PM 17012 Andora Sprecher SW corner Jemez Tr and Mountain View Tr 4 4 03/24/2005 PM 17093
Paul Cook/Jean
Smith SE corn Cortez and Dulce 4 4
06/28/2005 PM 17221
Ted Philips/Janet
Grace NE corner Warren Vista and Santa Barbara 4 4
06/20/2006 PM 18056 Mark Melby NE corner of Cholla Ave and Buena Vista Dr 4 4 08/15/2006 PM 18321 Marcos Ocequeda Borrego Tr and Papago Tr 2 2 09/25/2006 PM 18009
Robert & Amelia
Smith SW corner Yucca Tr and Valley Vista 2 1
10/06/2006 PM 17784 Phyllis Haley NE corner of Balsa Ave and Vaduz Ave 2 0 03/06/2007 PM 18349 Dawn Rowe NE corner Emerson Ave and Vera Lane 2 2
SYNOPSIS OF TENTATIVE PARCEL MAPS
General Plan Annual Report 2025 Page 7 of 12
Town Council, March 17, 2026
04/20/2007 PM 18472 Steve Inverno NW corner Camino Del Cielo and Onaga Tr 2 2 06/01/2007 PM 18759 Helen Holloway S of Griffis Rd, east and west of SR 247 2 2 09/27/2007 PM 18818 Curtis McGrew 7953 Valley Vista 2 1 03/20/2008 PM 18967 Curtis McGrew south end of Valley Vista, east side of street 4 3 07/07/2011 PM19288 Mark Stevens 7090, 7110, 7140 Plasse 3 0 01/22/2014 TPM 19525 Nasland Eng 29 Palms Hwy, east of Avalon Ave 3 0 05/05/2015 TPM 19644 Yucca Retail 5 29 Palms Hwy, east of Avalon Ave 2 0 07/14/2015 TPM 19655 Stan Zarakov 29 Palms Hwy, west of Palm Ave 2 1 10/05/2015 TPM 19685 Hawk’s Ridge, LLC Fairway Drive, north of Pinon 4 0 06/19/2018 TPM 19994 Force Gottlieb 58401 29 Palms Hwy 3 3 10/04/2018 TPM 19620 Neelam Salholtra 57725 29 Palms Hwy 4 0 TOTAL # OF APPROVED LOTS 72
TOTAL # OF VACANT LOTS 40
The Land Use Element is interconnected to all other elements of the General Plan, affecting the need for resources, infrastructure, jobs, housing, and public services and facilities. The purpose of the Land Use Element is to provide a comprehensive depiction of land use allocation and distribution throughout Town. The Land Use Element is commonly emphasized, due to its ties with all other Elements of the General Plan.
One program of the Land Use Element of the original General Plan was to have the zoning map consistent with the General Plan Land Use map and updating simultaneously with each General Plan land use Amendment. As part of the General Plan Update, the Town has changed has to a two map system.
During the last reporting period, there were no General Plan Amendments. As indicated under the General Land Use Activity section, there have been only seventeenGeneral Plan Amendments since incorporation; two of these were made to the County General Plan prior to the adoption of the 1995 General Plan. The requests were received in 1993, 1996, 2001, 2003, 2004, and 2005, 2006, 2007, 2008 and 2009.
Yucca Valley does not typically experience a high level of development from large-scale projects and continues to have a slower growth rate in comparison to other southern California communities. This fact is highlighted by the fact that approximately 2,216 single-family residential
COMPREHENSIVE GENERAL PLAN LAND USE ELEMENT
General Plan Annual Report 2025 Page 8 of 12
Town Council, March 17, 2026
dwellings have been permitted in the Town over a 30-year period (June 1992 to December 31, 2025). The California Department of Finance estimated a population change for San Bernardino County between January 1, 2024 and January 1, 2025 at 0.3%. The California Department of Finance population growth estimates for Yucca Valley between the same time period is approximately 0.0%. This growth rate is due to the national and regional economies, and the fact that Yucca Valley is a bedroom community to the Coachella Valley as well as a retirement community.
For Calendar year 2025, 22 new single family homes were permitted. The Southern California Association of Governments (SCAG), through their RHNA process, is projecting an approximate one percent growth rate annually for the Town of Yucca Valley over the next 22 years.
REGIONAL HOUSING NEEDS ASSESSMENT:
The purpose of the Housing Element is to provide a comprehensive planning approach for the housing needs and to set policies and programs that will enable the Town to reach its defined housing goals. Housing goals are based on a Regional Housing Needs Assessment (RHNA), developed by the Southern California Council of Governments (SCAG).
The Town of Yucca Valley’s adopted and State approved Housing Element indicates the Town’s share of regional housing needs is outlined as follows. The Town updated its Housing Element, which was approved by the Town Council, on April 05, 2022. As part of the updated Housing Element the RHNA numbers are listed below. For the 2023 (calendar year) review period, 58 building permits for single family units were completed.
SCAG 6th Cycle Final RHNA Allocation:
Income Category Number of Units
Very Low Income 155
Low Income: 117
Moderate Income: 145
Above Moderate Income: 333
Total 750
COMPREHENSIVE GENERAL PLAN
HOUSING ELEMENT
General Plan Annual Report 2025 Page 9 of 12
Town Council, March 17, 2026
HISTORICAL HOUSING UNITS:
The following chart lists the numbers of single and multi-family building permits issued during the fiscal years listed.
SFR MFR
91-92 16 0
92-93 31 0
93-94 13 0
94-95 24 0
95-96 11 0
96-97 6 0
97-98 21 0
98-99 44 0
99-00 54 0
00-01 82 0
01-02 118 0
02-03 188 0
03-04 353 4
04-05 384 4
05-06 244 13
06-07 99 2
07-08 36 2
08-09 7 0
09-10 11 0
10-11 2 0
11-12 13 0
12-13 2 75
13-14 24 0
14-15 19 0
15-16 8 0
16-17 29 0
17-18 60 0
18-19 36 0
19-20 10 0
20-21 34 0
21-22 52 7
22-23 32 1
23-24 47 5
24-25 22 1
25-26 14 3 (as of March 11, 2026)
As the above chart shows, the number of new single building permits peaked in the 2004-2005 fiscal year and has decreased significantly since that time. It should be noted that the numbers
General Plan Annual Report 2025 Page 10 of 12
Town Council, March 17, 2026
above are fiscal year, whereas the numbers included in the technical report to be submitted to the state are based upon calendar year.
General Plan Annual Report 2025 Page 11 of 12
Town Council, March 17, 2026
Specific actions and expenditures during this reporting period include the following.
LEASE OF AGENCY DUPLEXES:
The Town of Yucca Valley continued to lease the five duplex structures to Unity Homes. The duplexes provide housing to ten very low and low to moderate income families.
REVIEW OF GOVERNMENTAL CONSTRAINTS ON HOUSING:
The Town of Yucca Valley has relatively low constraints on housing. This fact is exemplified by the following.
1. Single family residential development requires no architectural review, design review, or any other entitlement process;
2. The building permit and plan check fees were increased in October 2023. Estimated new residential home plan check fees range from $809.72 to $1,947.44, depending on the size of the structure.
3. There are no constraints that hinder the development and construction of affordable housing within the Town of Yucca Valley.
4. Repair and rehabilitation of housing units within the Town is not regulated, except through the Uniform Building Codes. There is no requirement for architectural review, design review, or any other entitlement process for the repair and/or rehabilitation of housing units within the Town.
5. Architectural/Site Review processes are included within the entitlement process for new multi-family development projects, and no additional time frames or costs are associated with review of these projects
6. Standard building plans are reviewed within ten business days. Engineered plans may take up to 15 business days to review.
7. The Town Council has reduced the impact fee for all new Infill Single Family Residences to $2,569.
The Regional Water Quality Board has required that Phase One of the HDWD sewer system is currently operational. The majority of homes in the Phase One sewer system area are connected to sewer.
General Plan Annual Report 2025 Page 12 of 12
Town Council, March 17, 2026
REGIONAL HOUSING NEEDS BY INCOME:
The Town of Yucca Valley uses Department of Housing and Urban Development income criteria for San Bernardino County area in determining eligibility for affordable housing programs.
During the reporting period, development proposals of all types have been reviewed and conditioned so they conform to applicable policies of the Comprehensive General Plan.
The Development Code is the primary tool for implementing the General Plan. At the May 26, 2009 Town Council meeting authorization was given to begin the process of a Development Code Update. The Development Code Update was adopted by the Town Council in late 2014.
It is a goal of the Town to establish a safe, attractive community with appropriate infrastructure for area residents, business owners, and visitors. With proper tools, this goal is attainable.
END OF ANNUAL REPORT
CONCLUSION:
ACTIONS TO IMPLEMENT THE GENERAL PLAN ELEMENTS:
Date
Application
Submitted
2 34
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to 4,5+,ADU,MH)
Tenure
R=RenterO=Owner
Date
Application
Submitted
(see
instructions)
Summary Row: Start Data Entry Below
0601-364-22 7082 AVALON AVE 2024-1016 SFD O 1/29/2025
0596-365-02 57069 MONTECELLO LN 2023-991 SFD O 4/3/20250601-542-02 6583 PRESCOTT AVE 2024-872 SFD O 4/15/20250588-663-04 57961 IVANHOE DR 2025-075 SFD O 4/28/20250598-141-04 57885 SIERRA VISTA DR 2025-098 SFD O 5/7/20250596-241-31 57688 DOWNEY ST 2024-354 SFD O 5/19/20250588-682-12 57980 SAN ANDREAS RD 2024-1071 SFD O 6/4/20250595-101-05 56779 LITTLE LEAGUE DR 2024-096 SFD O 6/16/20250596-271-19 4986 ELATA AVE 2025-370 SFD O 7/9/20250585-161-34 53091 HIDDEN GOLD DR 2024-1001 SFD O 7/9/20250585-151-21 55063 CHEECHACO TRAIL 2025-376 SFD O 8/13/20250596-302-12 56479 DUARTE ST 2025-427 SFD O 8/20/20250586-221-03 55722 HIGHLAND TRAIL 2023-1260 SFD O 8/21/20250586-342-02 57413 BUENA SUERTE RD 2025-340 SFD O 8/28/20250586-482-09 54776 ONAGA TRAIL 2024-634 SFD O 10/2/20250595-381-21 57459 WARREN WAY 2025-488 SFD O 10/15/20250585-372-70 56555 SAN ANDREAS RD 2024-645 SFD O 12/11/20250598-031-29 58833 LOS COYOTES DR 2024-873 SFD O 2/20/2025 0598-313-00 58843 LOS COYOTES DR 2024-871 SFD O 3/18/2025 0598-381-03 57949 HACIENDA DR 2024-656 SFD O 7/22/2025
0595-013-25 7020 SCARVAN RD 2025-275 SFD O 8/13/2025
0594-051-05 55668 BUENA VISTA DR 2025-274 SFD O 9/23/2025 0598-031-29 58833 LOS COYOTES DR 2024-873 ADU O 2/20/2025 0598-313-00 58843 LOS COYOTES DR 2024-871 ADU O 3/18/20250598-381-03 57949 HACIENDA DR 2024-656 ADU O 7/22/20250595-013-25 7020 SCARVAN RD 2025-275 ADU O 8/13/20250594-051-05 55668 BUENA VISTA DR 2025-274 ADU O 9/23/20250596-251-33 5229 ELATA AVE 2022-657 ADU O 5/12/20250596-251-25 5127 ELATA AVE 2025-468 ADU O 8/26/20250595-121-11 56859 LITTLE LEAGUE DR 2025-154 ADU O 11/26/20250595-282-03 7251 PALO ALTO AVE 2024-957 2 to 4 O 3/17/20250595-181-09 57405 PRIMROSE DR 2024-308 2 to 4 O 7/9/20250595-181-08 57401 PRIMROSE DR 2024-430 2 to 4 O 7/9/20250595-181-11 57425 PRIMROSE DR 2024-405 2 to 4 O 7/9/20250601-542-02 6583 PRESCOTT AVE 2024-872 ADU O 4/15/2025 0596-302-12 56479 DUARTE ST 2025-427 ADU O 8/20/2025
0595-381-21 57459 WARREN WAY 2025-488 ADU O 10/15/2025
0587-719-03 7779 BARBERRY AVE 2025-096 ADU O 4/16/2025
0587-043-13 7541 CHURCH ST 2025-180 ADU O 4/30/20250588-551-08 57794 CARLYLE DR 2024-1000 ADU O 6/25/20250587-064-12 7425 BORREGO TRAIL 2025-446 ADU O 10/6/20250587-151-08 7616 BARBERRY AVE 2025-445 ADU O 10/6/20250596-031-02 4992 REDDING AVE 2023-658 ADU O 12/4/2025 1 Project Identifier Unit Types
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
67 8
Acutely LowIncome Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
Low-Income
Deed
Restricted
Extremely
Low-Income
Non Deed
Restricted
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low-Income
Deed
Restricted
Low-Income Non Deed Restricted
ModerateIncome Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total
PROPOSED
Units by
Project
Total
APPROVED
Units by
project
Total
DISAPPROVE
D Units by
Project
0 0 0 0 0 0 0 0 0 0 50 50 50 0
111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111444222222333111111111111111111111111111 5 Proposed Units - Affordability by Household Incomes
Streamlining Historic Sites Application Status Project Type Notes 9 10 12 13 14
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.
Is this project
located on a site
with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
NONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved Ministerial Density Bonus Law
Applications
11
NONE No No N/A Approved Ministerial
NONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved MinisterialNONE No No N/A Approved Ministerial
Jurisdiction Yucca Valley
Reporting Year 2025 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 10/15/2021 - 10/15/2029 23 Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2
to
4,5+,ADU,MH
)
Tenure
R=Renter
O=Owner
Summary Row: Start Data Entry Below
0601-364-22 7082 AVALON AVE 2024-1016 SFD O
0596-365-02 57069 MONTECELLO LN 2023-991 SFD O
0601-542-02 6583 PRESCOTT AVE 2024-872 SFD O
0588-663-04 57961 IVANHOE DR 2025-075 SFD O
0598-141-04 57885 SIERRA VISTA DR 2025-098 SFD O
0596-241-31 57688 DOWNEY ST 2024-354 SFD O
0588-682-12 57980 SAN ANDREAS RD 2024-1071 SFD O
0595-101-05 56779 LITTLE LEAGUE DR 2024-096 SFD O
0596-271-19 4986 ELATA AVE 2025-370 SFD O
0585-161-34 53091 HIDDEN GOLD DR 2024-1001 SFD O
0585-151-21 55063 CHEECHACO TRAIL 2025-376 SFD O
0596-302-12 56479 DUARTE ST 2025-427 SFD O
0586-221-03 55722 HIGHLAND TRAIL 2023-1260 SFD O
0586-342-02 57413 BUENA SUERTE RD 2025-340 SFD O
0586-482-09 54776 ONAGA TRAIL 2024-634 SFD O
0595-381-21 57459 WARREN WAY 2025-488 SFD O
1 Project Identifier Unit Types
Jurisdiction Yucca Valley
Reporting Year 2025 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 10/15/2021 - 10/15/2029 0585-372-70 56555 SAN ANDREAS RD 2024-645 SFD O
0598-031-29 58833 LOS COYOTES DR 2024-873 SFD O0598-313-00 58843 LOS COYOTES DR 2024-871 SFD O0598-381-03 57949 HACIENDA DR 2024-656 SFD O0595-013-25 7020 SCARVAN RD 2025-275 SFD O0594-051-05 55668 BUENA VISTA DR 2025-274 SFD O0598-031-29 58833 LOS COYOTES DR 2024-873 ADU O 0598-313-00 58843 LOS COYOTES DR 2024-871 ADU O0598-381-03 57949 HACIENDA DR 2024-656 ADU O0595-013-25 7020 SCARVAN RD 2025-275 ADU O0594-051-05 55668 BUENA VISTA DR 2025-274 ADU O0596-251-33 5229 ELATA AVE 2022-657 ADU O0596-251-25 5127 ELATA AVE 2025-468 ADU O0595-121-11 56859 LITTLE LEAGUE DR 2025-154 ADU O0595-282-03 7251 PALO ALTO AVE 2024-957 2 to 4 O0595-181-09 57405 PRIMROSE DR 2024-308 2 to 4 O0595-181-08 57401 PRIMROSE DR 2024-430 2 to 4 O0595-181-11 57425 PRIMROSE DR 2024-405 2 to 4 O0601-542-02 6583 PRESCOTT AVE 2024-872 ADU O0596-302-12 56479 DUARTE ST 2025-427 ADU O 0595-381-21 57459 WARREN WAY 2025-488 ADU O
0587-719-03 7779 BARBERRY AVE 2025-096 ADU O
0587-043-13 7541 CHURCH ST 2025-180 ADU O0588-551-08 57794 CARLYLE DR 2024-1000 ADU O0587-064-12 7425 BORREGO TRAIL 2025-446 ADU O0587-151-08 7616 BARBERRY AVE 2025-445 ADU O0596-031-02 4992 REDDING AVE 2023-658 ADU O0587-272-11 7318 WARREN VISTA AVE 2023-1140 ADU O0601-081-62 5941 LINDA LEE DR 2024-170 ADU O0585-142-65 8259 ENEVA LN 2025-525 ADU O0596-281-23 4910 FAITH LN 2021-2577 SFD O0598-343-01 5175 HILTON AVE 2022-990 SFD O0598-342-01 57845 EL CIELO AVE 2021-2397 SFD O
Jurisdiction Yucca Valley
Reporting Year 2025 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 10/15/2021 - 10/15/2029 0600-013-05 4850 INEZ AVE 2022-912 SFD O0597-021-00 56380 SKYLINE RANCH RD 2022-913 SFD O0589-011-44 9015 WARREN VISTA AVE 2022-688 SFD O0585-431-03 7520 WHITNEY AVE 2022-1779 SFD O0596-101-27 56884 TISH TRAIL 2021-2461 SFD O0586-363-04 7543 ELK TRAIL 2020-1974 SFD O0589-011-067 57979 TERBUSH AVE 2023-163 SFD O0596-514-02 57361 TECUYA WAY 2022-921 SFD O 0598-601-10 58855 MEREDITH CT 2021-2239 SFD O0598-601-12 58871 MEREDITH CT 2021-2266 SFD O0595-013-05 7067 MOHAWK TRAIL 2022-557 SFD O0587-431-22 7408 DESERT SKY DR 2023-1279 SFD O0587-431-23 7420 DESERT SKY DR 2023-1284 SFD O0587-431-24 7432 DESERT SKY DR 2023-1283 SFD O0587-431-25 7444 DESERT SKY DR 2023-1282 SFD O0596-502-03 57665 MANZANITA DR 2022-1903 SFD O0601-511-01 6839 PALISADE WAY 2023-1437 SFD O0588-324-16 58150 SAN ANDREAS RD 2024-239 SFD O0601-134-06 6424 RICHARD DR 2023-1411 SFD O0601-081-69 6060 LINDA LEE DR 2024-371 SFD O0601-323-02 7220 HANFORD AVE 2024-665 SFD O0587-151-12 7674 BARBERRY AVE 2024-547 SFD O0596-221-37 57120 MOFFITT LN 2024-680 SFD O0596-221-37 57120 MOFFITT LN 2024-680 ADU O
11 12
Acutely LowIncome Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
LowIncome Non
Deed
Restricted
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
0 0 0 0 0 0 0 0 0 0 31 31
1 8/27/2025 1
000000000000000000000000000
Affordability by Household Incomes - Certificates of Occupancy 10
0 00000000000000
1 5/1/2025 11 10/14/2025 11 8/29/2025 11 12/4/2025 11 6/27/2025 11 11/17/2025 11 4/10/2025 11 6/20/2025 11 6/17/2025 11 4/29/2025 11 9/30/2025 11 3/24/2025 11 8/27/2025 11 9/4/2025 11 4/15/2025 11 4/15/2025 11 10/10/2025 11 6/19/2025 11 6/11/2025 11 6/5/2025 11 6/2/2025 11 1/14/2025 11 1/29/2025 11 1/23/2025 11 2/13/2025 11 6/23/2025 11 7/30/2025 11 6/12/2025 11 7/18/2025 11 7/18/2025 1
Streamlining Historic Sites Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
13 14 15 16 17 18 19 20 21 22 23 24 25
Please select
the state
streamlining
provision the
project was APPROVED
pursuant to.
(may select
multiple)
Is this project located
on a site with an
associated historical
designation as outlined
in Government Code
Section 65400(a)(2)(N)
and reported on Table
L?
Infill Units?
Y/N+
Assistance
Programs for
Each
Development
(may select
multiple - see
instructions)
Deed
Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined the
units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential Gross Floor
Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications Given
to the Project
(Excluding Parking Waivers or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking
Waivers or
Parking
Modifications)
Did the project
receive a reduction or
waiver of parking
standards? (Y/N)
Notes+
0 NONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No Y Density Bonus
Housing with Financial
Assistance and/or Deed
Restrictions
Demolished/Destroyed Units
NONE No Y
NONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No YNONE No Y
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
56 Acutely LowIncome Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely LowIncome Non
Deed
Restricted
Very LowIncome Deed
Restricted
Very Low- Income Non Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
0 00 00 0 0 0 0 00 0
000000000000000000000000000000000000000000000
Affordability by Household Incomes - Completed Entitlement 4
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
0000000000000000000000000000
Cells in grey contain auto-calculation formulas
Note: "+" indicates an optional field
89 Acutely LowIncome Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
Low- Income
Non Deed
Restricted
Very LowIncome Deed
Restricted
Very Low- Income Non Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units Issued
Building Permits
0 0 0 0 0 0 0 0 0 0 50 50
1 1/29/2025 11 4/3/2025 11 4/15/2025 11 4/28/2025 11 5/7/2025 11 5/19/2025 11 6/4/2025 11 6/16/2025 11 7/9/2025 11 7/9/2025 11 8/13/2025 11 8/20/2025 11 8/21/2025 11 8/28/2025 11 10/2/2025 11 10/15/2025 11 12/11/2025 11 2/20/2025 11 3/18/2025 11 7/22/2025 11 8/13/2025 11 9/23/2025 11 2/20/2025 11 3/18/2025 11 7/22/2025 11 8/13/2025 11 9/23/2025 11 5/12/2025 11 8/26/2025 11 11/26/2025 14 3/17/2025 42 7/9/2025 22 7/9/2025 23 7/9/2025 31 4/15/2025 11 8/20/2025 11 10/15/2025 11 4/16/2025 11 4/30/2025 1 Affordability by Household Incomes - Building Permits
7
Cells in grey contain auto-calculation formulas
Note: "+" indicates an optional field
1 6/25/2025 11 10/6/2025 11 10/6/2025 11 12/4/2025 1
000000000000000000000000000000
1 Projection
Period 34
RHNA Allocation
by Income Level
Projection
Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units
to Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Above Moderate 333 14 10 - - 34 50 - - - - 108 225
750
14 10 - - 34 50 - - - - 108 642
Income Level
Very Low
- -
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
155
- Moderate
155 117 145
- -
Acutely Low - - Total Units
145
Total RHNA
-
117 Low
Extremely Low -
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income Moderate- Income Above Moderate- Income Rezone Type Parcel Size (Acres) General Plan Designation Zoning Minimum Density Allowed Maximum Density Allowed Realistic Capacity Vacant/Nonvacant Description of Existing Uses Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
1 2 3 45 6 7 8 9
Name of Program Objective
Projected
Completion Date in
Housing Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program H1-1 Incorporate the Corridor Residential Overlay, Mixed UseTown Center, and Mixed Use-Civic Center land use designations in the adopted General Plan into the Development Code. 12/31/2023
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-2
Monitor building capacity of all sites within specific plans listed in the Land Inventory to help ensure that adequate lower income capacity is maintained throughout the planning period. 4/5/2022
6th Cycle Completed
Capacity identified in Table HTR-41 of the adopted Housing Element, adopted April 5, 2022.. No changes have occurred to land use designation and capacity analysis on file.
Meetings 1
https://www.yuccavalley.org/home/showpublisheddocument/7572/638343629022530000 Program H1-3
Encourage housing types that address the housing needs of small, lower income households by continuing to allow accessory dwelling units in multiple zones and also continuing to permit single room occupancy units through a conditional use permit in the Industrial zone. The accessory dwelling unit regulations, including parking requirements, need to be updated to comply with current State law. The Town will promote the opportunity to develop accessory dwelling units to the public in high resource areas and in areas of concentrated poverty as a strategy to increase the supply of affordable housing and reduce displacement risk. 12/31/2023
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-4
Continue to allow emergency shelters in the Industrial zone. Amend the regulations for emergency shelters to remove the Special Use Permit requirement and allow emergency shelters without any discretionary review. Updates will also be made to allowed operational standards for emergency shelters if needed for consistency with State law. This is in accordance with Government Code Section 65583(a)(4). 12/31/2024
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-5
Continue to provide technical assistance to facilitate lot consolidation in the Old Town Specific Plan area and seek opportunities to streamline the approval process. 4/5/2022
6th Cycle Continuous
Staff is available to provide technical assistance on the lot line adjustment process by phone, email, and in-person. Old Town Specific Plan projects are streamlined through the adopted Program EIR.
Other 0
https://www.yuccavalley.org/home/showpublisheddocument/8132/638550964510000000 Program H1-6
Encourage applicants of new multifamily and singlefamily attached projects to include units with two or more bedrooms to accommodate the housing needs of Yucca Valley families. Raise awareness of this need through pre-application meetings and through the Town’s website. 4/5/2022
6th Cycle Continuous
Staff is available to provide technical assistance on the multi-family and singlefamily submittal process assistance by phone, email, and in-person. Town codes do not limit the number of bedrooms permissible.
Other 0
https://www.yucca-valley.org/ourtown/departments/communitydevelopment/building-and-safety/permitapplications-and-documents Program H1-7
To address AB 686 and County fair housing goals, the Town will amend the Development Code to permit residential care facilities serving seven or more people with a Site Plan and Design Review Permit in all zones that permit residential uses of the same type, in accordance with State law and the Town’s definition of family. Residential care facilities would still be subject to State licensing. 12/31/2023
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
Program H1-8
The Town will review its Development Code to ensure compliance with AB 2162 related to allowing supportive housing. The Development Code will be reviewed to assess whether supportive housing is allowed without discretionary review in all zoning districts that allow multifamily housing or mixed-use development, including nonresidential zoning districts, as applicable. If it is determined that the allowed uses in the Development Code are not in compliance with AB 2162, the Town will revise the allowed uses along with corresponding development standards, as detailed in AB 2162. 12/31/2024
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-9
Amend the Development Code to allow low-barrier navigation centers without discretionary review in compliance with AB 101 in areas zoned for mixed use and nonresidential zones permitting multifamily uses. 12/31/2024
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-10
To encourage farmworker housing, as needed, the Town will amend the existing relevant regulations in the Development Code to identify farmworker/ employee housing as a residential use in the use tables. 12/31/2023
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H1-11 The Town will update the Development Code to specify the maximum allowable dimensions for parcels great than one acre in the R-S zoning districts. 12/31/2023
6th Cycle Completed
Current code specifies a maximum lot dimension (width to depth) of 1:4 for parcels less than 10 acres in R-S zoning districts.
Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-14166 Program H2-1 Concentrate higher density residential with a variety of unit sizes in proximity to public transit, public facilities, and commercial uses. For more information, please reference Program H2-1 in the Yucca Valley General Plan. 4/5/2022
6th Cycle Continuous
The Town continues to allow and process applications for a variety of housing unit types, as they are submitted, in compliance with State law and RHNA objectives.
Other 0 Sheet A, Sheet A2
Program H2-2 Encourage developers of affordable or age restricted housing to confer with local public transportation providers to ensure adequate service to the project area as feasible, prioritizing opportunities in the Highway 62 corridor to facilitate place-based revitalization in neighborhoods along Highway 62. This will further the Town’s efforts to support the goals of AB 686 related to fair housing goals by facilitating affordable housing to reduce displacement risk and encourage affordable development near essential services. 4/5/2022
6th Cycle Continuous
Staff is available to provide technical assistance and encouragement to developers of affordable or age restricted housing, and provide guidance regarding available density bonus incentives and concessions.
Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-16952 Program H2-3 Continue to provide local water and wastewater service providers with a copy of the Housing Element to inform them of local housing goals. Water and wastewater service for affordable housing projects is a priority, per Government Code Section 95589.7. 4/5/2022
6th Cycle Continuous
Town staff has provided the Hi-Desert Water District with a copy of the Housing Element. Hi-Desert Water District as a Special District works to ensure access to water and sewer is maintained for residences and businesses within its service limits.
Other 0
https://www.yucca-valley.org/ourtown/departments/communitydevelopment/planning/general-plan-update Program H2-4 Encourage the use of LEED design principles and other energy efficiency programs to lower energy costs for residents in the long term. Applicants shall be encouraged to use LEED principles in their designs during the pre-application meeting and application review process. 4/5/2022
6th Cycle Continuous
Town staff reviews projects for Title 24 Energy Efficiency Requirements and encourages applicants to ask questions during the pre-application process regarding any requirements. There are no LEED certified buildings within the Town.
Other 0
https://www.yucca-valley.org/ourtown/departments/communitydevelopment/planning/land-development Program H2-5 Continue to maintain a Planned Residential Development (PRD) permit ordinance that allows flexibility in development standards to encourage housing construction while preserving natural resources. 4/5/2022
6th Cycle Continuous
Current Planned Residential Development (PRD) code provides flexibility in development standards to encourage housing construction while preserving natural resources.
Other 0
https://codelibrary.amlegal.com/codes/yuccavalleyca/latest/yuccavalley_ca/0-0-0-14725#JD_9.08.080 Program H2-6 Throughout the planning period, the Town will monitor the status of Site Plan and Design Review applications in the C-MU, R-M4, R-M-8, R-M-10, and R-M-14 zones for potential constraints toproposed housing developments due to the review process. 4/5/2022
6th Cycle Continuous
Town staff reviews all Site Plan and Design Review applications for constraints.
Other 0
https://www.yucca-valley.org/ourtown/departments/communitydevelopment/planning/land-development
Program H2-7 Continue to enforce Town Codes on property development and maintenance. Use the Code Enforcement program as the primary tool for the Town to identify and confirm dwelling units that are unsafe to occupy and initiate appropriate action to bring substandard housing units into compliance for the improvement of overall housing conditions in Yucca Valley and to minimize the impact of substandard housing on displacement risk for lower income households. 4/5/2022
6th Cycle Continuous
Town staff continue to enforce codes to ensure substandard units are addressed through formal enforcement and/or abatement processes.
Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-1748 Program H3-1 Continue to seek additional financial resources, including Low Income Housing Tax Credits, for the construction of deedrestricted affordable housing projects. In addition, assist qualified developers, nonprofit organizations, and agencies in the preparation of applications for county, State, and federal housing grants and loans for the construction of lower and moderate income housing in Yucca Valley, prioritizing opportunities in the Highway 62 corridor to facilitate place-based revitalization. Additionally, identify opportunities for development in high resource areas by raising awareness of these areas through pre-application meetings and through the Town’s website to increase the supply of affordable housing andreduce the risk of displacement for low and extremely low income households. The Town shall process requests that require supportive documentation within 30 days of receipt. 4/5/2022
6th Cycle Continuous
Town staff is available to provide technical assistance to developers, nonprofit organizations, and agencies in preparation of applications for county, State, and federal housing grants and loans for the construction of lower and moderate income housing in Yucca Valley. Staff encourages applicants to ask questions during the pre-application process regarding any requirements and staff is available to provide guidance regarding available density bonus incentives and concessions.
Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-16952 Program H3-2 Continue to update the Density Bonus Ordinance (when amended by the State) to incentivize affordable housing. 12/31/2023
6th Cycle Completed
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H3-3 Maintain membership in the San Bernardino County Urban County Consortium and attend regular meetings to participate in the County’s efforts to obtain federal funding for affordable housing and community development, prioritizing opportunities in the Highway 62 corridor.
4/5/2022
6th Cycle Continuous The Town maintains membership in the County Consortium. Other 0 https://cdh.sbcounty.gov/wp- content/uploads/sites/117/Final-San-Bernardino- Con-Plan-with-Appendices-for-WEBSITE.pdf Program H3-4 Continue to coordinate with the San Bernardino County Housing Authority to ensure that Section 8 housing assistance, an important resource for lower income households, is provided in Yucca Valley. Work with the San Bernardino County Housing Authority to actively emphasize and promote acceptance of vouchers to property owners in high-resource neighborhoods, concentrating efforts to the area delineated by Highway 62 to Kickapoo Trail, Navajo Trail to Acoma Trail, San Andreas Road to Sage Avenue, Onaga Trail to Balsa Avenue, Arcadia Trail to Avalon Avenue, and Highway 62 to the town boundaries. Continue to maintain information about this program on the Town website and at Town Hall. Develop an educational program for homeowners and property owners to increase awareness of Section 8 housing assistance that includes proactive measures to engage the public, such as a booth at citywide public events, holding an educational program for property owners in partnership with the San Bernardino Housing Authority on an annual basis, and identifying community-based partners, such as local realtor groups and/or property owners with tenants supported by Section 8 housing assistance currently, to promote Section 8 housing assistance to homeowners and property owners. 4/5/2022
6th Cycle In Progress
The Town coordinates closely with San Bernardino County. San Bernardino County operates the Housing Authority of the County of San Bernardino and manages outreach and assistance for housing assistance programs. Additional steps are needed to further develop educational materials and pro-actively advertise the availability of housing assistance programs through the Town website and media resources targeted for FY 26/27.
Other 0 https://hacsb.com/
Program H3-5 Continue to distribute San Bernardino County lower and moderate income rental housing, homebuyer assistance program information, and materials for developers that detail the programsavailable to lower and moderate income households and developers at Town Hall and on the Town’s website. In addition, meet with developers annually to promote these options for affordable housing development. 4/5/2022
6th Cycle In Progress
Additional steps are needed to further develop educational materials and proactively advertise the availability of homebuyer assistance programs through the Town website and media resources targeted for FY 26/27.
Other 0 None
Program H3-6 Establish a written policy or procedure and other guidance as appropriate to specify the SB 35(2017) streamlining approval process and standards for eligible projects, as set forth under Government Code Section 65913.4. 12/31/2022
6th Cycle In Progress
Additional steps are needed to develop policy guidance for SB 35 streamlining approval process targeted for FY 26/27. Eligbility may be limited by significant habitat area for candidate species (Yucca Brevifolia) throughout Town limits Other 0 None
Program H3-7 Ensure that the needs of extremely low-income households, including homeless youth, are specifically considered in local housing programs. The Town allows single-room occupancy units, which are suitable for extremely low-income households, with a conditional use permit in four other districts: C-G, C-MU, C-N, and I. The Town, as feasible, will continue to apply for and use available housing resources, including project-based rentalsubsidies such as local housing choice vouchers, federal housing assistance payment vouchers, and state Mental Health Services Act vouchers, as well as other resources such as CDBG and HOME funds for the provision of housing for extremely low-income households. The Town will coordinate with affordable and special needs housing providers to track the number of extremely low-income units produced and preserved to maintain the affordability of existing housing affordable to extremely low income households. 4/5/2022
6th Cycle Continuous
Town Council adopted Ordinance No. 320 on November 5, 2024 addressing required amendments to Development Code.
Meetings 1 https://portal.laserfiche.com/Portal/DocView.asp x?id=53495&repo=r-b2f75048 Program H4-1 The Town will monitor the list of all dwellings in the town that are subsidized by governmentfunding or low-income housing developed through local regulations or incentives. The list will include, at least, the number of units, the type of government program, and the date on which the units are at risk to convert to market rate. The Town did not identify any units at risk of converting to market rate within 10 years of the beginning of the sixth-round Housing Element planning period. The town has 165 subsidized units, and the Town will work to reduce the potential conversion of any units to market rate.
4/5/2022
6th Cycle Continuous
Staff continues to monitor. There are zero at-risk, deed restricted affordable housing units within the Town limits.
Other 0 Sheet A2
Program H4-2 Continue to regulate the conversion of mobile home parks to permanent housing by ordinance to ensure that an appropriate relocation plan for park residents is developed and implemented. 4/5/2022
6th Cycle Continuous No applications were submitted in 2025 for conversion of mobile home parks. Other 0 https://www.yucca-valley.org/our- town/departments/community- development/planning/land-development Program H5-1 Continue to enforce the Fair Housing Act, including referring local fair housing complaints to the Inland Fair Housing Mediation Board, which provides landlord and tenant conflict resolution and other fair housing services. Continue to distribute fair housing information from the San Bernardino Housing Authority, Inland Fair Housing Mediation Board, San Bernardino County Community Housing Resource Board, or other appropriate agencies, at Town Hall, other public facilities, religious institutions, and on the Town’s website. 4/5/2022
6th Cycle Continuous
The Town continues to enforce the Fair Housing Act, provide information, and refers local fair housing complaints to the Inland Fair Housing Mediation Board.
Other 0 https://www.ifhmb.com/
Program H5-2 Amend the reasonable accommodation procedure findings in Section 9.74 of the Development Code to address constraints and conflicts with State law. in particular related to the “potential impact on surrounding uses” approval finding. 12/31/2022
6th Cycle Completed
Current codes for reasonable accomodation procedure provide findings consistent with State law.
Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-18609 Program H5-3 In an effort to comply with AB 686, the Town will develop a plan to Affirmatively Further Fair Housing (AFFH). The AFFH Plan shall take actions to address significant disparities in housing needsand in access to opportunity for all persons regardless of race, color, religion, national origin,familial status, disability, gender, gender identity, gender expression, sexual orientation, maritalstatus, ancestry, veteran or military status, source of income,and genetic information, as protectedcategories by the California Fair Employment and Housing Act (Part 2.8 [commencing with Section12900] of Division 3 of Title 2), Section 65008, and 3-22 any other State and federal fair housing and planning law
4/5/2022
6th Cycle In Progress
Objectives to affirmatively further fair housing are implemented through adopted Housing Element programs (H1-3, H1-8, H2-1, H2-2, H3-1, H3-2, H3-3, H3-4, H3-5, H3-6, and H3-7). Additional steps are needed to develop a comprehensive program to address all requires steps outlined in Program H5-3, targeted FY 26/27.
Other 0
https://www.yuccavalley.org/home/showpublisheddocument/7572/638343629022530000 Program H5-4 Update the definition of “family” to be compliant with State law. 12/31/2022 6th Cycle Completed Current code definition for Family is consistent with State law. Other 0 https://codelibrary.amlegal.com/codes/yuccavall eyca/latest/yuccavalley_ca/0-0-0-19970
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
34 APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Project Identifier
1 2
Annual Progress Report January 2020
The description should adequately
document how each unit complies with subsection (c) of Government Code Section 65583.1+.
For detailed reporting requirements, see the chcklist here:
Extremely LowIncome+ Very Low- Income+ Low-Income+ TOTAL UNITS+ Extremely Low- Income+ Very Low- Income+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/community- development/docs/adequate-sites-checklist.pdf Rehabilitation ActivityPreservation of Units At-RiskAcquisition of UnitsMobilehome Park PreservationTotal Units by Income Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at
[email protected] and we will unlock the form which enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
Notes
23 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
Summary Row: Start Data Entry Below 00 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
23 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in
the Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
Designation Size Notes
1 2 34 5 6 7
APN Street Address/Intersection Existing Use Number of Units Surplus Designation Parcel Size (in acres) Notes Summary Row: Start Data Entry Below
Parcel Identifier
Table H
Locally Owned Surplus Sites
Project Type Date
Units
(Beds/Student
Capacity) Granted
Notes
23 5 6
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student
Housing)
Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Summary Row: Start Data Entry Below
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
Annual Progress Report January 2020
No
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.
Notes
Size Notes
34 APN Street Address/Intersection Date of Designation Designation Level Historic Site Period Areas of Significance Parcel Size (in acres) Notes Summary Row:
Table L
Historical Resources
Parcel Identifier
1 Designation
2
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.
Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 00 Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 5050
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0 Acutely Low
Extremely Low
Acutely Low
Extremely Low
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
$ -
Task Status
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
ModerateModerate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Acutely Low
Extremely Low
Non-Deed Restricted 0
31 Total Units 31
Moderate
Above Moderate
Item: 9.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: March 10, 2026
Meeting Date: March 17, 2026
Subject: On-Call Berm Repair and Replacement Maintenance Services – Award of Maintenance Services Contract
Recommendation:
That the Town Council awards a two-year maintenance service agreement to Apex Paving Co., authorizing the Mayor, Town Manager, and Town Attorney to sign the Town’s standard professional services agreement and related documents, in the not-to-exceed amount of $1,000,000.00 for on-call asphalt berm repair and replacement maintenance services.
Prior Review:
On April 1, 2025, the Town Council authorized the release of an RFP for On-Call Berm Repair and Replacement Maintenance Services.
On May 20, 2025, the Town Council awarded a two-year maintenance service agreement to Delta Group, Inc., authorizing the Mayor, Town Manager, and Town Attorney to sign the Town’s standard professional services agreement and related documents, in the not-to-exceed amount of $500,000.00 for FY 2024/25 and $500,000.00 and FY 2025/26 for on-call asphalt berm repair and replacement maintenance services, with option to extend the agreement for one or two more years.
On January 20, 2026, the Town Council authorized the release of an RFP for On-Call Berm Repair and Replacement maintenance services.
Discussion:
Town Council awarded the On-Call Berm Repair and Replacement Maintenance Services to Delta Group Inc. on May 20, 2025, in the not-to-exceed amount of $500,000.00 for FY 2024/25 and $500,000.00 FY 2025/26.
Following award of the agreement, staff made multiple attempts to coordinate and initiate work with the contractor. Despite these efforts, the contractor has not responded to requests
for scheduling or mobilization and is currently considered non-responsive. Staff has recently been made aware of circumstances indicating that Delta Group Inc. experienced operational changes that could affect its ability to perform the work as stated in the executed agreement.
The work consists of installation of asphalt berms. The Town estimates approximately seventeen miles of existing asphalt berms, the majority of which are in bad shape. The Contractor will be called to replace worn-down or damaged berms. The agreement will be in effect for two years, with an option to extend the agreement by three more years, pending the availability of funds.
Two proposals were received and opened on February 26, 2026, as follows:
Bidder Unit Price - R&R
6” Asphalt Berm
(Per L.F.)
Unit Price - R&R
8” Asphalt Berm
(Per L.F.)
Unit Price — Asphalt
Pavement Flatwork (Per
S.F.)
Apex Paving Co. $42.00 $44.00 $20.00
MTS Excavating and Grading $210.00 $215.00 $210.00
The Town has reviewed the proposal packages and confirmed that Apex Paving Co. of Buena Park, California, is the lowest responsible and responsive bidder.
Alternatives
No alternatives are recommended.
Fiscal Impact:
The agreement establishes a not-to-exceed amount of $500,000.00 for FY 2025/26 and $500,000.00 for FY 2026/27 for the two-year contract for on-call asphalt berm repairs and replacement maintenance services. These funds will be expended from the Capital Projects Reserve Fund 800.
Attachments
1. Apex - Technical Proposal
2. Apex - Cost Proposal
3. 4.1.25 TC Meeting Minutes
4. 5.20.25 TC Meeting Minutes
5. On Call Asphalt Berm Maintenance Services Agreement
6. Exhibit A - Special Revenue Fund 800 Amended Budget FY25-26
RIV #4846-1017-2118 v1 // 2021 (August 2023) REG-LIA-INS
AGREEMENT FOR SERVICES
By and Between
TOWN OF YUCCA VALLEY
and
APEX PAVING CO.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 1
AGREEMENT FOR SERVICES
BETWEEN THE TOWN OF YUCCA VALLEY AND
APEX PAVING CO.
THIS AGREEMENT FOR SERVICES (herein “Agreement”) is made and entered into this ____ day of ________, 20___, by and between the Town of Yucca Valley, a general law city (“Town”) and Apex Paving Co., (“Consultant”). Town and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties”.
RECITALS
A. Town has sought, by Request for Proposal (RFP), the performance of the services defined and described particularly in Article 1 of this Agreement.
B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the Town to perform those services.
C. Pursuant to the Town’s Municipal Code, Town has authority to enter into and execute this Agreement.
D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:
ARTICLE 1. SERVICES OF CONSULTANT
1.1 Scope of Services.
In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which services may be referred to herein as the “services” or “work” hereunder. As a material inducement to the Town entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein.
Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be of good quality, fit for the purpose intended.
For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances.
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1.2 Consultant’s Proposal.
This Agreement shall include the Request for Proposal or Invitation for Bids (“Contract Documents”) and the Scope of Service shall include the Consultant’s scope of work in Consultant’s accepted bid proposal (“Accepted Bid”) shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the Contract Documents, Accepted Bid, and/or this Agreement, the terms of this Agreement shall govern.
1.3 Compliance with Law.
Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with all ordinances, resolutions, statutes, rules, and regulations of the Town and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.
1.4 Licenses, Permits, Fees and Assessments.
Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless Town, its officers, employees or agents of Town, against any such fees, assessments, taxes penalties or interest levied, assessed or imposed against Town hereunder.
1.5 Familiarity with Work.
By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the Town of such fact and shall not proceed except at Town’s risk until written instructions are received from the Contract Officer.
1.6 Care of Work.
The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by Town, except such losses or damages as may be caused by Town’s own negligence.
1.7 Further Responsibilities of Parties.
Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 3
1.8 Additional Services.
Town shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual cost of the extra services, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or in the time to perform of up to one hundred eighty (180) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively must be approved by the Town Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. Town may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.
1.9 Special Requirements.
Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. In the event of a conflict between the provisions of any other Exhibits and any provisions of this Agreement, the provisions of this Agreement shall govern.
ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.
2.0 Prevailing Wage.
It is the understanding of the Town and Consultant that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder:
Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.
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2.1 Contract Sum.
Subject to any limitations set forth in this Agreement, Town agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed One Million Dollars ($1,000,000.00) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8.
2.2 Method of Compensation.
The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services less contract retention; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation. In accordance with California Government Code Section 8546.7, if the Not to Exceed Amount exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement and the Consultant's books and records related to this Agreement shall be subject to the examination and audit of the State Auditor, at the request of Town or as part of any audit of the Town, for a period of three (3) years after final payment under the Agreement.
2.3 Reimbursable Expenses.
Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the Town. Coordination of the performance of the work with Town is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings.
2.4 Invoices.
Each month Consultant shall furnish to Town an original invoice for all work performed and expenses incurred during the preceding month in a form approved by Town’s Finance Manager. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice Town for any duplicate services performed by more than one person.
Town may independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement.
Except as to any charges for work performed or expenses incurred by Consultant which are disputed by Town, or as provided in Section 7.3. Town will use its best efforts to cause Consultant to be paid within thirty (30) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to Town warrant run procedures, the Town cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by Town, the original invoice shall be returned by Town to Consultant for correction and resubmission. Review and
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 5 payment by the Town of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.
2.5 Waiver.
Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.
ARTICLE 3. PERFORMANCE SCHEDULE
3.1 Time of Essence.
Time is of the essence in the performance of this Agreement.
3.2 Schedule of Performance.
Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.
3.3 Force Majeure.
The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics or pandemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the Town, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer shall extend the time for performance in accordance with the procedures set forth in Section 1.8. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the Town for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.
3.4 Term.
Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 6 ARTICLE 4. COORDINATION OF WORK
4.1 Representatives and Personnel of Consultant.
The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:
(Name) (Title)
(Name) (Title)
(Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing Principals were a substantial inducement for Town to enter into this Agreement. Therefore, the Principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals.
For purposes of this Agreement, the Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of Town. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement.
Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify Town of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance. In the event that Town, in its sole discretion, at any time during the term of this Agreement, desire to reassign any staff or subcontractor of Consultant, Consultant shall, immediately upon reassign notice from Town of such desire of Town, reassign such person or persons.
4.2 Status of Consultant.
Consultant shall have no authority to bind Town in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against Town, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by Town. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of Town. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to Town’s employees. Consultant expressly waives any claim Consultant may have to any such rights.
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4.3 Contract Officer.
The Contract Officer shall be such person as may be designated by the Town Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by Town to the Contract Officer. Unless otherwise specified herein, any approval of Town required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the Town Manager, to sign all documents on behalf of the Town required hereunder to carry out the terms of this Agreement.
4.4 Independent Consultant.
(a) Consultant is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of Town. Nothing in this Agreement may be construed to be inconsistent with this relationship or status. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of Town. Consultant shall have no authority to bind Town in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against Town, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by Town.
(b) Consultant shall perform all Services as an independent contractor of Town and shall remain at all times as to Town a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall be solely responsible for the means, methods, techniques, sequences and procedures in performance of Services. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control.
Any terms within this Agreement regarding Town directives apply to an concern the result of Consultant’s provision of service and not the means, methods, or scheduling of the Consultant’s work. Neither Town, nor any elected or appointed boards, officers, officials, employees or agents of Town, shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of Town.
(c) Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any privileges or rights to retirement, health care or any other benefits which may otherwise accrue to Town’s employees. Consultant expressly waives any claim Consultant may have to any such benefits, privileges or rights.
4.5 Prohibition Against Subcontracting or Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the Town to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the Town. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of Town. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 8 bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of Town.
ARTICLE 5. INSURANCE, INDEMNIFICATION AND BONDS
5.1 Insurance Coverages.
The Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the Town that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the Town and the subconsultant has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the Town to terminate this Agreement for cause.
Minimum requirements. Consultant shall, at its sole cost and expense, procure and maintain for at least the duration of the Agreement, including any extension thereof, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subconsultants. Consultant shall also require of the subconsultants to procure and maintain the same insurance for the duration of the Agreement including any extension thereof. Such insurance shall meet at least the following minimum levels of coverage:
(a) Commercial General Liability Insurance (Occurrence Form CG0001 or equivalent).
Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (b) Workers Compensation Insurance. A policy of workers compensation insurance in such amount as will fully comply with the Labor Code of the State of California and Employer’s Liability limits of $1,000,000 per accident for bodily injury or disease. (c) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. The Town shall be named additional insured.
(d) Professional Liability. Professional liability insurance appropriate to the Consultant’s profession. This coverage may be written on a “claims made” basis and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of, or related to services performed under this Agreement. If the insurance is on a Claims-Made basis, the retroactive date shall be no later than the commencement of the work. Coverage applicable to the work performed under this agreement shall be continued for five (5) years after completion of the work. Such continuation coverage may be provided by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the work under this Agreement.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 9 (e) Consultant shall provide to the Town an endorsement that the workers’ compensation insurer waives all rights of subrogation against the Town and its officials, officers, employees and volunteers.
(f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements.
(g) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. (h) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the Town requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Town.
5.2 General Insurance Requirements.
The Town, its officers, officials, employees, and volunteers shall be named additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations.
General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the Town, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Town, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
If the deductible or self-insured retention exceeds $10,000.00, it must be approved in advance by the Town. Consultant is responsible for any deductible or self-insured retention and shall fund it upon the Town’s written request, regardless of whether Consultant has a claim against the insurance or is named as a party in any action. The insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention.
The policy shall cover inter-insured suits and include a “separation of insureds” or “severability” clause which treats each insured separately.
No work or services under this Agreement shall commence until the Consultant has provided the Town with Certificates of Insurance or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the Town. Town reserves the right to inspect complete, certified copies of all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to Town.
The insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 10 better, unless such requirements are waived by the Town’s Risk Manager or other designee of the Town due to unique circumstances.
All Coverages. Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; (3) or the deductible or self-insured retention is increased.
The coverage shall contain no special limitations on the scope of protection afforded to Town, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
Consultant hereby grants to Entity a waiver of any right to subrogation which any insurer of said Consultant may acquire against the Entity by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Town has received a waiver of subrogation endorsement from the insurer.
The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which the Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3.
In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to Town.
5.3 Indemnification.
(a) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Consultant’s services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless Town and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, any negligent or wrongful act, error or omission of Consultant, or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or sub-contractors of Consultant, in the performance of professional services under this Agreement.
(b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless Town, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 11 part, the performance of this Agreement by Consultant, or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or sub-contractors of Consultant. (c) Indemnification from Sub-Consultants. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every subConsultant or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Consultant fails to obtain such indemnity obligations from others as required herein, Consultant agrees to be fully responsible according to the terms of this section. Failure of Town to monitor compliance with these requirements imposes no additional obligations on Town and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend Town as set forth herein is binding on the successors, assigns or heirs of Consultant and shall survive the termination of this Agreement or this section.
(d) Town’s Negligence. The provisions of this section do not apply to claims occurring as a result of Town’s sole negligence. The provisions of this section shall not release Town from liability arising from gross negligence or willful acts or omissions of Town or any and all of its officials, employees and agents.
5.4 Sufficiency of Insurer or Surety.
Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the Town (“Risk Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the Risk Manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the Town, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.
ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION
6.1 Records.
Consultant shall keep, and require subcontractors to keep, such ledgers books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to Town and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of Town, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of 3 years following completion of the services hereunder, and the Town shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to Town, and access shall be provided by Consultant’s successor in interest.
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6.2 Reports.
Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require.
Consultant hereby acknowledges that the Town is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.
6.3 Ownership of Documents.
Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by Consultant (collectively, “Documents”) under this Agreement are Town’s property. Consultant may retain copies of such Documents as desired but will deliver all original materials to Town upon Town’s written notice. Town agrees that use of Consultant’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at Town’s own risk. Consultant warrants that all Documents it drafts and completes pursuant to this Agreement constitutes original work. Specifically, Consultant understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Meta AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to Town and representing it as Consultant’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, Town specifically rejects ownership of such Documents. Consultant is required to indemnify and defend Town to the fullest extent allowed by applicable law should it violate this Section.
All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of Town and shall be delivered to Town upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by Town of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the Town’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to Town of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify Town for all damages resulting therefrom.
All Final Work Product developed by Consultant in the course of providing the Services pursuant to this Agreement shall become the sole property of Town and may be used, reused or otherwise disposed of by Town without the permission of the Consultant. Upon completion, expiration or termination of this Agreement, Consultant shall turn over to Town all such Final Work Product if paid for by the Town. This
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 13 provision specifically excludes Consultants’ work notes and drafts, which are owned by Consultant, not Town.
6.4 Confidentiality and Release of Information.
(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than Town without prior written authorization from the Contract Officer.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the Town Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives Town notice of such court order or subpoena.
(c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then Town shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify Town should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under.
Town retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with Town and to provide Town with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by Town to control, direct, or rewrite said response.
ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION
7.1 California Law.
This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of San Bernardino, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in San Bernardino County.
7.2 Disputes; Default.
In the event that Consultant is in default under the terms of this Agreement, the Town shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the Town may give notice to Consultant of the default and the reasons for the default.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 14 The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant.
During the period of time that Consultant is in default, the Town shall hold all invoices and shall proceed with payment on the invoices only when the default is cured. In the alternative, the Town may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the Town may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the Town to give notice of the Consultant’s default shall not be deemed to result in a waiver of the Town’s legal rights or any rights arising out of any provision of this Agreement.
7.3 Retention of Funds.
Consultant hereby authorizes Town to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate Town for any losses, costs, liabilities, or damages suffered by Town, and (ii) all amounts for which Town may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, Town may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of Town to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect Town as elsewhere provided herein.
7.4 Waiver.
Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by Town of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.
7.5 Rights and Remedies are Cumulative.
Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.
7.6 Legal Action.
In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant must file a statutory claim pursuant to Government Code Sections 905 et seq. and 910 et. seq., in order to pursue a legal action under this Agreement.
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7.7 Termination Prior to Expiration of Term.
This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The Town reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event of termination without cause pursuant to this Section, the Town need not provide the Consultant with the opportunity to cure pursuant to Section 7.2.
7.8 Termination for Default of Consultant.
If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, Town may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the Town shall use reasonable efforts to mitigate such damages), and Town may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the Town as previously stated.
7.9 Attorneys’ Fees.
If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.
ARTICLE 8. TOWN OFFICERS AND EMPLOYEES: NON-DISCRIMINATION
8.1 Non-liability of Town Officers and Employees.
No officer or employee of the Town shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the Town or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.
8.2 Conflict of Interest.
Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of Town or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 16 the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of Town in the performance of this Agreement.
No officer or employee of the Town shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects his financial interest or the financial interest of any corporation, partnership or association in which he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.
8.3 Covenant Against Discrimination.
Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, age, color, creed, religion, sex, gender, religion, marital status, national origin, gender identity, veteran status, disability, medical condition, pregnancy, childbirth and related medical conditions, military service, genetic information or testing, sexual orientation, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, or other protected class.
8.4 Unauthorized Aliens.
Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should the any liability or sanctions be imposed against Town for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse Town for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by Town.
ARTICLE 9. MISCELLANEOUS PROVISIONS
9.1 Notices.
Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the Town, to the Town Manager and to the attention of the Contract Officer, TOWN OF YUCCA VALLEY, 57090 Twentynine Palms Highway, Yucca Valley, California 92284 and in the case of the Consultant, to the person at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.
9.2 Interpretation.
The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 17
9.3 Counterparts.
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument.
9.4 Integration; Amendment.
This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement.
No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the Town. The Contract Officer shall have the authority to approve any amendment to this Agreement that includes additional work, time to perform, or an increase in the Contract Sum in accordance with Section 1.8 of this Agreement. The Town’s Contract Officer may, but is not required to, make additional minor amendments not affecting substantive terms without further authorization from the Town Council. The Town Council hereby authorizes the Contract Officer to execute any such amendments as required by this Agreement or that do not otherwise reduce Town’s rights under this Agreement. All other amendments shall be approved by the Town Council. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void.
9.5 Severability.
In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.
9.6 Authority to Execute.
The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties.
[SIGNATURES ON FOLLOWING PAGE]
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 18 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.
TOWN OF YUCCA VALLEY:
[Curtis Yakimow, Town Manager
ATTEST:
Lesley Copeland, Town Clerk
APPROVED AS TO FORM:
BURKE, WILLIAMS, & SORENSON, LLP
Thomas Jex, Town Attorney
CONTRACTOR:
By:
Name:
Title:
By:
Name:
Title:
Address:
Two signatures are required if a corporation.
NOTE: CONTRACTOR’S SIGNATURES SHALL BE DULY
NOTARIZED, AND APPROPRIATE ATTESTATIONS
SHALL BE INCLUDED AS MAY BE REQUIRED BY THE
BYLAWS, ARTICLES OF INCORPORATION, OR OTHER
RULES OR REGULATIONS APPLICABLE TO
CONTRACTOR’S BUSINESS ENTITY.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 19
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF SAN BERNARDINO
On __________, 20___ before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: _____________________________________
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
INDIVIDUAL
CORPORATE OFFICER
_______________________________
TITLE(S)
PARTNER(S) LIMITED
GENERAL
ATTORNEY-IN-FACT
TRUSTEE(S)
GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________
TITLE OR TYPE OF DOCUMENT
___________________________________
NUMBER OF PAGES
___________________________________
DATE OF DOCUMENT
___________________________________
SIGNER(S) OTHER THAN NAMED ABOVE
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 20
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF SAN BERNARDINO
On __________, 20___ before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: _____________________________________
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
INDIVIDUAL
CORPORATE OFFICER
_______________________________
TITLE(S)
PARTNER(S) LIMITED
GENERAL
ATTORNEY-IN-FACT
TRUSTEE(S)
GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________
TITLE OR TYPE OF DOCUMENT
___________________________________
NUMBER OF PAGES
___________________________________
DATE OF DOCUMENT
___________________________________
SIGNER(S) OTHER THAN NAMED ABOVE
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.
EXHIBIT “A”
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SCOPE OF SERVICES
I. Consultant will perform the following Services:
A.
B.
C.
II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the Town:
A.
B.
C.
III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the Town appraised of the status of performance by delivering the following status reports:
A.
B.
C.
IV. All work product is subject to review and acceptance by the Town and must be revised by the Consultant without additional charge to the Town until found satisfactory and accepted by Town.
V. Consultant will utilize the following personnel to accomplish the Services:
A.
B.
C.
EXHIBIT “B”
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SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
EXHIBIT “C”
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SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:
TASK RATE TIME SUB-BUDGET
A.
B.
C.
D.
II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task sub budget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.9.
III. The Town will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:
A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.
B. Line items for all materials and equipment properly charged to the Services.
C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.
D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.
IV. The total compensation for the Services shall not exceed $1,000,000.00 as provided in Section 2.1 of this Agreement.
V. The Consultant’s billing rates for all personnel are attached as Exhibit C-1.
EXHIBIT “D”
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SCHEDULE OF PERFORMANCE
I. Consultant shall perform all Services timely in accordance with the schedule to be developed by Consultant and subject to the written approval of the Contract Officer and the Town Attorney’s office.
II. Consultant shall deliver the following tangible work products to the Town by the following dates.
A.
B.
C.
III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |E.1
800 - Capital Projects Reserve Amended Year-End Amended Budget Actual Budget
RECEIPTS
State Grant Reimbursement $ - $ - $ -
Cost Recovery 50,000 - 50,000
TOTAL RECEIPTS 50,000 - 50,000
CAPITAL OUTLAY
Construction Projects 3,754,058 3,080,008 724,050
Capital Replacement 572,661 108,303 1,022,575
Vehicle & Equipment Replacement 772,342 745,918 476,424 Capital Maintenance 1,142,000 542,896 612,752
TOTAL CAPITAL OUTLAY 6,241,061 4,477,126 2,835,800
OPERATING TRANSFERS IN (OUT)
Transfer IN (OUT)- Fund 001 500,000 500,000 500,000
Transfer IN (OUT)- Fund 001 11,000 11,000 9,500
Transfer IN (OUT)- Fund 001 3,500,000 3,500,000 2,000,000 Transfer IN (OUT) - Fund 536 - - -
Transfer IN (OUT)- Fund 572 (4,500,000) - (4,500,000)
Transfer IN (OUT)- Fund 574 (407,000) - (407,000)
Transfer IN (OUT)- Fund 801 150,000 150,000 -
(746,000) 4,161,000 (2,397,500)
INCREASE (DECREASE) IN
FUND BALANCE (6,937,061) (316,126) (5,183,300)
Unassigned Cap Reserve Fund 8,547,811 9,456,387 9,763,144 Town Wide Infrastructure Reserve - 1,374,317 -
Specialized Professional Services Reserve 52,322 52,322 52,322 Unspent Bond Proceeds - 2022 Debt Issuance 2,500,000 - 1,000,000 Unspent Bond Proceeds-Sewer Design 30,526 173,235 159,587 Fleet Reserve 428,634 503,032 268,114
BEGINNING FUND BALANCE 11,559,294 11,559,293 11,243,167 Unassigned Cap Reserve Fund 1,937,092 8,263,144 2,964,089 Specialized Prof. Services Reserve 2,322 52,322 50,000
Unspent Bond Proceeds - 2022 Debt Issuance 2,500,000 2,500,000 2,500,000 Unspent Bond Proceeds-Sewer Design 15,526 159,587 144,587 Fleet Reserve 167,292 268,114 401,190
ENDING FUND BALANCE $ 4,622,233 $ 11,243,167 $ 6,059,867 Construction Projects
Project Detail
Town Hall Redesign 369,355 119,735 249,620
Public Buildings Design/Renov 100,000 - 100,000
Tri Valley Maintenance 123,495 - 173,495
Old Town Beautification 3,076,208 2,960,273 115,935
Town Property - Utility Undergrounding 85,000 - 85,000
3,754,058 3,080,008 724,050
Capital Replacement Program
Cap Projects- Contingency 156,000 16,425 200,000
Financial Software 17,507 - 100,000
Admin Services Masterplan Projects 50,000 - 110,000
Community Center HVAC Replacement - - 165,000
TriValley Shade Sail Replacement - - 200,000
CC Masterplan - CEQA 117,154 89,579 27,575
Open Spaces & Conservation Element Plan 120,000 - 120,000 Town Property Acquisition 100,000 2,300 100,000
572,661 108,303 1,022,575
Vehicle and Equipment Replacement
Town of Yucca Valley
FY 2024-26 Amended Budget
Special Revenue Funds
2024-25 2025-26
800 - Capital Projects Reserve Amended Year-End Amended Budget Actual Budget
Town of Yucca Valley
FY 2024-26 Amended Budget
Special Revenue Funds
2024-25 2025-26
Vehicle/Equipment Repl 772,342 745,918 476,424
Capital Maintenance Program 772,342 745,918 476,424
Public Works
Berm Repairs 927,000 397,296 529,704
Concrete Repairs 200,000 131,952 68,048
Sewer Assessment Fees 15,000 13,648 15,000
Item: 10.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Lesley Copeland, Town Clerk
Date: March 10, 2026
Meeting Date: March 17, 2026
Subject: Records Retention Schedule Update
Recommendation:
Adopt Resolution No. 26- Approving the update to the Town's Records Retention Schedule as attached hereto as Exhibit "A"
Prior Review:
None for this particular action.
Discussion:
In 2004, the Town Council adopted a Records Retention Schedule in accordance with the California Government Code Section 34090. This schedule requires periodic review and updating.
Since 2003, the Town has engaged Gladwell Governmental Services, Inc, a consultant in local government records management, to develop a comprehensive retention schedule for the Town. Each year, Gladwell Governmental Services, Inc., performs an annual review of the Town' s records retention schedule to assure the Town' s practices are consistent with State guidelines as well as adequately addresses the inventory of Town records. The proposed updates reflect changes in law, organizational changes in business practices and increased efficiency by using current technology as allowed by law.
The purpose of a records management program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all Town records.
Gladwell Governmental Services, Inc., the Town Attorney and Town management staff routinely review the Town's Records Retention Schedule and recommend updates due to changes in retention laws, changes in record types, updates to best practices, or other administrative needs.
Alternatives
None recommended.
Fiscal Impact:
None
Attachments
1. RESOLUTION NO 26- RECORDS RETENTION
2. Exhibit A- All Retention Schedules 2026 DRAFT
RESOLUTION NO. 26-
A RESOLUTION ADOPTING A RECORDS RETENTION SCHEDULE, AND
AUTHORIZING DESTRUCTION OF CERTAIN TOWN RECORDS
WHEREAS, the maintenance of numerous records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the Town of Yucca Valley; and WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any Town record which has served its purpose and is no longer required may be destroyed; and
WHEREAS, the State of California has adopted guidelines for retention period for various government records; and
WHEREAS, the Town of Yucca Valley adopted Resolution 04-14, establishing records retention schedules in 2004 and most recently updated in June 2024.
WHEREAS, Gladwell Governmental Services, Inc., the Town Attorney and Town management staff have reviewed the proposed Records Retention Schedule Update.
NOW, THEREFORE, THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY DOES RESOLVE AS FOLLOWS:
Section 1. Resolution No. 24-21 is hereby rescinded in its entirety.
Section 2. The records of the Town of Yucca Valley, as set forth in the Records Retention Schedule Exhibit A, attached hereto and incorporated herein by this reference, are hereby authorized to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provision of said schedule upon the request of the Department Head and with the consent in writing of the Town Clerk, without further action by the Town Council of the Town of Yucca Valley.
Section 3. The term " records" as used herein shall include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers; as defined by the California Public Records Act.
Section 4. The Town Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions.
Section S. This resolution shall become effective immediately upon its passage and adoption.
APPROVED AND ADOPTED this 17th day of March, 2026
______________________________________
MAYOR
ATTEST:
___________________________________
DEPUTY TOWN CLERK
APPROVED AS TO FORM:
___________________________________
TOWN CLERK
HOW TO USE RETENTION SCHEDULES
©1995-2026 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission A legend explaining the information presented in the retention schedule; please read this for an explanation of every column.
The specified retention period applies regardless of the media of the record: If a record is stored on paper and electronic format (a computer file on a hard drive), all electronic and paper records should be destroyed (or deleted / erased) after the specified period of time has elapsed and authorization to destroy has been obtained.
Copies or duplicates of records should never be retained longer than the prescribed period for the official (original) record, and drafts and copies should be destroyed as soon as they are no longer required.
The term “records” shall include all records as defined by the California Public Records Act.
STRUCTURE: TOWN-WIDE, DEPARTMENTS & DIVISIONS
The Town-wide retention schedule includes those records all departments have in common (e-mails, letters, memorandums, purchase orders, etc.). These records are NOT repeated in the Department retention schedule, unless that department is the Office of Record.
Each department has a separate retention schedule that describes the records that are unique to their department, or for which they are the Office of Record. The department retention schedules may be organized by Division within that Department. If a record is not listed in your department retention schedule, refer to the Town-wide retention schedule, or look in the index to the schedules (provided after approval.)
BENEFITS
This retention schedule has been developed by Diane R. Gladwell, MMC, an expert in Municipal Government records, and will provide the Town with the following benefits:
• Reduce administrative expenses, expedite procedures
• Free office space and computer storage space
• Reduce the cost of records storage – paper and electronic • Eliminate duplication of effort within the Town
• Find records faster
• Determine what media should be used to store records
AUTHORIZATION TO DESTROY RECORDS (Paper or Electronic Records):
Destruction or deletion of an official (original) record that has exceeded its retention period (and has SUBSTANTIVE CONTENT) must be authorized prior to destruction or deletion. • If there is a minimum retention (“Minimum 2 years"), the destruction / deletion must be authorized before it is destroyed, as it is an official (original) record.
Copies, drafts, notes and non-records (or originals that do NOT have SUBSTANTIVE CONTENT) do NOT require authorization, and can be destroyed “When No Longer Required.” If there is NOT a minimum retention ("When No Longer Required"), it does NOT need to be authorized prior to destruction, as it is a preliminary draft, copy, or the Content is NOT Substantive.
On every page of the schedules (near the top, just under the column headings) are important instructions, including instructions regarding holds on destroying records. “Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or resolution).”
DRAFT
RECORDS RETENTION SCHEDULE LEGEND
©1995 – 2026 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission OFR (Office of Record): The department that keeps the Official (original or “record copy”) record for its retention period, then authorizes destruction.
Usually, it is the department that originates the record. The official (original) record may be the paper / hard copy version of the record; however the electronic record may be the official (original) record. See the “Destroy Paper after Imaged & QC’d” below for the Legal Requirements for the electronic record to be the official (original) record.
Records Description: The record series (a group of like records).
Non-Record: Documents, studies, books and pamphlets produced by outside agencies, preliminary drafts not retained in the ordinary course of business.
Retention/Disposition: Active (guideline): How long the file remains in the immediate office area Inactive (guideline): How long the file is in off-site storage, stored electronically in accordance with law (see below) Total Retention: The total number of years the record is retained For file folders containing documents with different retention timeframes, use the document with the longest retention time.
P = Permanent
Indefinite = No fixed or specified retention period; used for databases, because the data fields are interrelated and certain data may require minimum retention.
Vital? = Those records that are needed for basic operations in the event of a disaster.
Media Options (guideline) terms used in State law: Mag = Electronic Computer Magnetic Media (Hard drives, Networks, USB Drives, Cloud, etc.) Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper, Mylar, Linen, “Hard Copy”
OD = Optical Disk or other Unalterable Media which does not allow changes Scan / Import (guideline): “S” indicates the record should be scanned into the document imaging system; “I” indicates the record should be electronically imported into the document imaging system; “M” indicates the record was microfilmed
Destroy Paper after Imaged & QC’d (quality checked) / Trustworthy Electronic Record: “Yes” means the electronic record may serve as the OFFICIAL record (and the paper version may be destroyed, or the record may be electronically generated and never exist in paper format) IF (these are the legal requirements for the electronic record to serve as the official (original) record) the electronic record is also placed on Unalterable Media, Immutable Cloud Media, Optical Disk (OD), DVD-R, CD-R, Blue-ray-R, or WORM, or microfilmed) which is stored in a safe & separate location.
Employees are required to Quality Check (“QC’d”) both the images and the indexes, and ensure the electronic record contains all significant details from the original and be an adequate substitute for the original document for all purposes; other legal mandates may apply.
Legend for legal citations (§: Section) B&P: Business & Professions Code (CA) CBC: California Building Code CC: Civil Code (CA) CCP: Code of Civil Procedure (CA) CCR: California Code of Regulations (CA) CFC: California Fire Code CFR: Code of Federal Regulations (US) EC: Elections Code (CA) EVC: Evidence Code (CA) FA: Food & Agriculture Code FC: Family Code (CA) FTB: Franchise Tax Board (CA) GC: Government Code (CA) H&S: Health & Safety Code (CA) HUD: Housing & Urban Develop. (US) LC: Labor Code (CA) Ops. Cal. Atty. Gen..: Attorney General Opinions (CA) PC: Penal Code (CA) PRC Public Resources Code R&T: Revenue & Taxation Code (CA) UFC: Uniform Fire Code USC: United States Code (US) VC: Vehicle Code (CA) W&I: Welfare & Institutions Code (CA)
DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-1
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
TOWN WIDE (Used By ALL Departments)
Lead Dept. TW-003
Advertising (Legal) / Affidavits of
Publications / Affidavits of Posting Notices /
Legal Advertising / Notices / Proofs of
Publications / Public Hearing Notices
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Statute of Limitations for some Municipal
Government actions is 3 - 6 months; CCP§335
337 et seq; GC §§34090, 65009(c)(1)
Lead Dept.
(Managing
the
Agreement /
Contract)
TW-006
Agreements / Contracts:
ADMINISTRATIVE FILES - NOT funded by
a grant (Correspondence, Project
Administration, Project Schedules, Certified
Payrolls, Invoices, Logs, RFP, etc.)
Completion +
10 years
Yes:
Before
Completion
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Covers E&O Statute of Limitations (insurance
certificates are filed with agreement);
Published Audit Standards=4-7 years; Statute
of Limitations: Contracts & Spec's=4 years,
Wrongful Death=comp. + 5 years,
Developers=comp. + 10 years; CCP § 337 et.
seq., GC §34090
Lead Dept.
(Managing
the
Agreement /
Contract)
TW-007
Agreements / Contracts:
ADMINISTRATIVE FILES - WITH grant
funding (Correspondence, Project
Administration, Project Schedules, Certified
Payrolls, Invoices, Logs, RFP, etc.)
Completion +
10 years or
After Funding
Agency
Audit, if
required,
whichever is
longer
Yes:
Before
Completion
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Some grant funding agencies require audits;
Statute of Limitations for Errors & Omissions is
10 years; Published Audit Standards=4-7
years; Statute of Limitations: Contracts &
Spec's=4 years, Wrongful Death=comp. + 5
years, Developers=comp. + 10 years; 2 CFR
200.334; OMB Circular A-110 & A-133; CCP §
337 et. seq., GC §34090; GC §8546.7
Lead Dept.
(Managing
the
Agreement /
Contract)
TW-008
Agreements / Contracts: UNSUCCESSFUL
BIDS / PROPOSALS / RESPONSES to
RFPs (Request for Proposals) / RFQs
(Request for Qualifications) that don't result
in a contract
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-2
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Staffing Dept. TW-011
Boards / Commissions: Recordings -
AUDIO RECORDINGS of Meetings (except
Council / Planning Commission - see Town
Clerk's / Planning's schedule) / Audio Tapes
30 days or
after Minutes
are approved
(whichever is
longer)
Tape
(Mag)
Town preference; State law only requires for
30 days; GC §54953.5(b)
Staffing Dept. TW-012
Boards, Commissions, / Committees:
Citizens Advisory Formed by TOWN
COUNCIL (Agendas, Notices, Affidavits
of Postings, Proof of Publications, Staff
Reports / Agenda Packets, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Statute of Limitations for some Municipal
Government actions is 3 - 6 months; CCP§335
337 et seq; GC §§34090, 65009(c)(1)
Town Clerk TW-013
Boards, Commissions, / Committees:
Citizens Advisory Formed by TOWN
COUNCIL (MINUTES / BYLAWS)
Copies -
When No
Longer
Required
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Forward Originals to Town Clerk; Notes taken
to facilitate the writing of the minutes can be
destroyed after minutes have been adopted;
GC §34090.7
TW-014
Boards, Commissions, / Committees:
External Organizations (e.g. County Board
of Supervisors)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Non-records
Staffing Dept. TW-015
Boards, Commissions, / Committees:
Town Council Subcommittees (All
records)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Subcommittees can not take action -- all
recommendations go to the full Council; Brown
Act challenges must be filed within 30 or 90
days of action; GC §§34090, 54960.1(c)(1)
Lead Dept. TW-019
Committees: Internal attended by
employees (e.g. Records Management
Committee, In-House Task Forces, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Lead Dept. TW-021 Complaints / Service Orders (operational) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Town preference to be consistent with
correspondence; Statute of Limitations for
personal property, fraud, etc. is 3 years;
Claims must be filed in 6 months; CCP §340 et
seq., 342, GC §§ 911.2; 34090
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-3
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
TW-023 Copies / duplicates of any record
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090.7
Dept. that
Authors
Document
or
Receives the
City's
Original
Document
TW-024
Correspondence - ROUTINE
(IF CONTENT relates in a SUBSTANTIVE
way to the conduct of the public's
business)
(e.g. Administrative Files, Chronological
Files, e-mail / email with SUBSTANTIVE
content, General Files, Letters,
Memorandums, Miscellaneous Reports,
Press Releases, Public Records Requests,
Reading Files, Working Files, etc.)
IF the Content relates in a SUBSTANTIVE
way to the conduct of the public's business
SUBSTANTIVE synonyms: Significant,
Meaningful, Considerable, Essential
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
ONLY IF the Content relates in a substantive
way to the conduct of the public's business;
City of San Jose v. Superior Court (2017) 2
Cal.5th 608 GC §34090;
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-4
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Dept. that
Authors
Document
or
Receives the
City's
Original
Document
TW-025
Correspondence - TRANSITORY /
PRELIMINARY DRAFTS, Interagency /
Intraagency Memoranda not retained in the
ordinary course of business
Content NOT Substantive, / NOT made /
retained for the purpose of preserving the
informational content for future reference
(e.g. calendars, checklists, e-mail / email, /
social media posting, invitations, instant
messaging, logs, mailing lists, meeting
room registrations, supply inventories,
telephone messages, text messages,
transmittal letters, thank yous, requests
from other cities, undeliverable envelopes /
returned mail, visitors logs, voice mails,
webpages, etc.)
When No
Longer
Required
Mag, Mfr,
OD, Ppr
Electronic and paper records are filed and
retained based upon their CONTENT Emails, electronic records, or social media postings where either the CONTENT relates in
a SUBSTANTIVE way to the conduct of the
public's business, or ARE made or retained
for the purpose of preserving the informational
content for future reference are SAVED by
printing them out and placing them in a file
folder, or saving them electronically. If not
mentioned here, consult the City Attorney to
determine if a record is considered transitory /
preliminary draft. GC §§34090, 7927.500, 64
Ops. Cal. Atty. Gen. 317 (1981); City of San
Jose v. Superior Court (2017) 2 Cal.5th 608
Lead Dept. TW-026 Drafts / Notes: Drafts that are revised (retain final version)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
As long as the drafts and notes are not
retained in the "Regular Course of Business".
Consult the City Attorney to determine if a
record is considered a draft. GC §§34090,
7927.500
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-5
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Lead Dept.
(Managing
the Grant)
TW-027
Grants / CDBG / Reimbursable Claims /
FEMA Claims / OES Claims
(SUCCESSFUL Reports, other records
required to pass the funding agency's audit,
if required)
After Funding
Agency
Audit, if
required -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets auditing standards; Grants covered by a
Consolidated Action Plan are required for 5
years; Uniform Admin. Requirements for
Grants to Local Governments is 3 years from
expenditure report or final payment of grantee
or subgrantee; 2 CFR 200.334; 24 CFR
91.105(h), 92.505, 570.490, & 570.502(a), 29
CFR 97.42; OMB Circular A-110 & A-133; GC
§34090; GC §8546.7
Lead Dept.
(Managing
the Grant)
TW-028 Grants (UNSUCCESSFUL Applications,
Correspondence) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Lead Dept. TW-034
Material Data Safety Sheet (MSDS) / Safety
Data Sheet (SDS) / Chemical Use Report
Form (/ records of the chemical / substance
/ agent, where / when it was used)
30 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Previous MSDS may be obtained from a
service; MSDS may be destroyed as long as
a record of the chemical / substance /
agent, where & when it was used is
maintained for 30 years; Applies to qualified
employers; Claims can be made for 30 years
for toxic substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), ), 29 CFR
1910.1020(d)(1)(ii)(B), GC §34090
TW-036 Newspaper Clippings
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Non-records - may be obtained from the
newspaper company; GC §34090
Staffing Dept. TW-037 Notices: Public Hearing Notices 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Statute of Limitations on Municipal
Government actions is 3 - 6 months; CCP§337
et seq; GC §34090
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-6
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Manag.
Services /
Human
Resources
TW-039
Personnel Files (Department Level Files)
Send all originals to Human Resources
Upon
Separation,
Send All
Originals to
Human
Resources
Before
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Ensure records kept in Department files
comply with Town policy (all originals are sent
to Human Resources, only the Supervisor's file
is maintained in departments); GC §34090.7
LC §1198.5
Manag.
Services /
Human
Resources
TW-040
Personnel Files (Supervisors File of notes -
incorporated into Annual Performance
Evaluations)
1 year
Before
Annual
Performanc
e
Evaluation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary Notes; Notes maintained in a
separate folder to be incorporated into
performance evaluation; GC §34090 et seq.
Lead Dept. TW-041 Personnel Work Schedules 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Lead Dept. TW-041.5 Photographs
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary Drafts (retention is placed on the
record the photograph is used in - Brochure,
Report, etc.); destroy unnecessary
photographs. GC §34090
Lead Dept. TW-042 Press Releases 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§34090
Lead Dept. TW-046
Reference Materials: Policies, Procedures,
Brochures, Handbooks, Manuals, Plans (if
not provided in the schedule), Standard
Operating Procedures (SOPs), Studies,
Reports (if not provided in the schedule),
Newsletters: Produced by OTHER
Departments
When
Superseded
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Copies; GC §34090.7
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-7
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
TW-047
Reference Materials: Policies, Procedures,
Brochures, Handbooks, Manuals, Plans (if
not provided in the schedule), Standard
Operating Procedures (SOPs), Studies,
Reports (if not provided in the schedule),
Newsletters: Produced by OUTSIDE
ORGANIZATIONS (League of California
Cities, Chamber of Commerce, etc.)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Non-Records
Lead Dept. TW-048
Reference Materials: Policies, Procedures,
Brochures, Handbooks, Manuals, Plans (if
not provided in the schedule), Standard
Operating Procedures (SOPs), Studies,
Reports (if not provided in the schedule),
Newsletters: Produced by YOUR
Department
Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 TW-049 Reference / Working Files: See
Correspondence
Lead Dept. TW-050 Reports, Studies (Historically significant) P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Administratively and Historically significant,
therefore retained permanently; GC §34090
Lead Dept. TW-051 Reports, Studies (other than Historically significant reports - e.g. Annual Reports) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference; Information is
outdated after 10 years; If historically
significant, retain permanently; GC §34090
Lead Dept. TW-053 Speaker Cards (submitted at public
meetings)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transitory records not retained in the ordinary
course of business (used to accurately
produce minutes); GC §34090 et seq.
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-8
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Lead Dept. TW-054
Surveys / Questionnaires (that the Town
issues).
If a summary of the data is compiled, the
survey forms are considered a draft /
transitory record, / can be destroyed as
drafts (When No Longer Required)
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Lead Dept. TW-056 Telephone Messages
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
As long as they are not retained in the
"Regular Course of Business". Consult the
Town Attorney to determine if a record is
considered a draft. GC §34090
Lead Dept. TW-058 Town Attorney: Opinions 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD City Preference; GC §34090 Lead Dept. TW-058.5
Training EMPLOYEE RECORDS (If
Records are Created)
Required Information for all Employee
Training:
Employee Name
Training Provider’s Name
Date
Duration (length)
Core Competencies / Skills
Certifications / Qualifications
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
LC §1198.5, 6401.9(f), 6429(c); 8 CCR §3203
et seq., 29 CFR 1627.3(b)(ii), GC §§12946,
12960, 34090, 53235.2(b), 53237.2(b);
53238.3(b)
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: TOWN-WIDE STANDARDS
(Used By ALL Departments)
Ver. 18.0 Page TW-9
Office of
Record
(OFR)
Retention
No. Records Description Total Retention Vital? Media Options Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If "Lead Dept." is indicated as the OFR, and you are the Lead, then the retention indicated applies (they are originals). If you are the OFR, refer to your department schedule.
If you are NOT the "Lead Dept.", the documents only need to be retained until no longer required (they are copies).
Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Lead Dept.
(Presenting
the Training)
TW-059
Training Presented by Staff - COURSE
RECORDS
(Attendance Rosters / Sign-in Sheets,
Outlines / Materials; includes Ethics, Fiscal
& Financial, Harassment, Workplace
Violence, Safety Training, Tailgates)
7 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Ethics, Fiscal and
Financial, Harassment & Workplace Violence
Prevention Training are 5 years;
EEOC/FLSA/ADEA (Age) requires 3 years for
promotion, demotion, transfer, selection, or
discharge; State Law requires 4 2 -3 years for
personnel actions; 8 CCR §3203 et seq., 29
CFR 1602.31; LC §6429(c); GC §§12946,
12960, 34090, 53235.2(b), 53237.2(b),
53238.3(b), LC §6401.9(f),
Lead Dept. TW-060 Volunteer / Unpaid Intern Applications / Agreements - Unsuccessful Applicants 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Courts treat
volunteers as employees); EEOC/FLSA/ADEA
(Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge; 29
CFR 1602.31 & 1627.3(b)(1)(i)&(ii), GC §§
12960, 34090
Lead Dept. TW-061
Volunteer / Unpaid Intern Applications /
Agreements (includes emergency contact
information) - Successful Applicants
Inactive /
Separation +
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (Courts treat
volunteers as employees); EEOC/FLSA/ADEA
(Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge; 29
CFR 1602.31 & 1627.3(b)(1)(i)&(ii), GC §§
12960, 34090
Dept.
Providing
Service /
Work
TW-062
Work Orders / Work Requests (Department
providing service retains originals;
department providing service is considered
a copy)
3 years Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Consistent with operational complaints; CCP
§§338 et seq., 340 et seq., 342, GC §34090
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
Ver. 9.0 RECORDS RETENTION SCHEDULE: ANIMAL CONTROL SERVICES Page AC-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
ANIMAL CONTROL SERVICES
Animal
Control
Services
AC-001 Administrative Hearing Audio Recordings /
Audio Tapes
30 days or
after
Minutes are
approved
(whichever
is longer)
Mag
Department preference (consistent with Townwide standards); State law only requires for 30 days; GC §54953.5(b)
Animal
Control
Services
AC-002 Administrative Hearing Minutes 10 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.
Animal
Control
Services
AC-003 Animal Control Cases (Bite Reports, Cruelty,
etc.)
Minimum 3
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
3 years is required; FA §32003(e), PC
§597.1(d); GC §34090 et seq.
Animal
Control
Services
AC-004 Animal Licensing Printouts 3 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
3 years is required; FA §32003(e), PC
§597.1(d); GC §34090 et seq.
Animal
Control
Services
AC-005 Animal Services Databases / Animal License
Database, etc.
Indefinite -
Minimum 3
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference - used for locating
animals; 3 years is required; FA §32003(e), PC
§597.1(d); GC §34090 et seq.
Animal
Control
Services
AC-006 Animal Trap Agreements 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.
Animal
Control
Services
AC-007 Citations 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; may contain felony
charges (DA determines); GC §34090 et seq.
Animal
Control
Services
AC-008 Citizens Service Logs
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transitory records not retained in the ordinary
course of business; GC §34090 et seq.
Animal
Control
Services
AC-009 Controlled Substance Inventory / Records
Date of
Inventory +
2 years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Required for 2 years after inventory or
transaction; 21 CFR §1304.04, 1310.04
Animal
Control
Services
AC-010 Daily Activity Reports 3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission from GGS, Inc. Revision Approved: 6/4/2024 DRAFT
Ver. 9.0 RECORDS RETENTION SCHEDULE: ANIMAL CONTROL SERVICES Page AC-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Animal
Control
Services
AC-011 Impound Records / Transportation Records 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Covers various statute of limitations; 3 years is
required; 1 year is required for the
transportation of dead animals; FA §32003(e),
PC §597.1(d); CCP §337 et. seq., 3 CCR
1180.15; GC §34090
Animal
Control
Services
AC-012 Notice of Violations 3 years Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; consistent with animal
record retention requirements; GC §34090 et
seq.
Animal
Control
Services
AC-013 Owner Release for Euthanasia 3 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
3 years is required; FA §32003(e), PC
§597.1(d); GC §34090
Animal
Control
Services
AC-014 Parking Citations / Associated Cases 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.
Animal
Control
Services
AC-015 Public Nuisance Cases (barking dogs, etc.) Minimum 3 years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.
Animal
Control
Services
AC-015.1 Record of All Efforts to Contact Owner /
Microchip’s Primary Registrant 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD FA §§31108.3 and 31752.1; GC §34090 et seq.
Animal
Control
Services
AC-016 Return to Owner Records 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.
Animal
Control
Services
AC-017 Veterinary Drugs / Prescriptions 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Prescriptions are required for 3 years; drug
inventories are required for 2 years after
inventory or transaction; Suppliers of
Hemodialysis drugs & devices are required to
keep their records 3 years; 16 CCR 1790; 21
CFR §1304.04, 1310.04; B&P 4199(b)
Animal
Control
Services
AC-018 Treatment Records (Vaccination records,
medical treatments, etc.) 3 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD 3 years is required; FA §32003(e), PC
§597.1(d); GC §34090
TOWN OF YUCCA VALLEY, CA ©2004 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission from GGS, Inc. Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE - BUILDING AND SAFETY
(Code Enforcement)
Ver. 11.0 Page BS-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
BUILDING AND SAFETY
Building &
Safety BL-001 Building Permit Database P Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD CBC §§ 1.8.4.3.1, 104.6 104.7 and 107.5;
H&S §19850; GC §34090
Building &
Safety BL-002 Certificates of Occupancy P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Building &
Safety BL-003 Inspection Correction Notices When Permit is Finalled Yes (until
corrected)
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (drafts and notes);
GC §34090 et seq.
Building &
Safety BL-004
PERMITS: Building Permits - ALL, except
cancelled by applicant where no work was
started
P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD CBC §§104.6 104.7 and 107.5; GC §34090 Building &
Safety BL-005
PERMITS: Cancelled by Applicant -
where construction was NOT commenced
(letters, other Town-owned documents -
both residential / commercial)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Permits expire if work is not commenced
within 180 days, and may be extended for
180 days if requested; CBC §§104.7, GC
§34090
Building &
Safety BL-006
PERMITS: Cancelled by Applicant, where
construction was NOT commenced
(Submittal Documents / Plans belonging
to applicant - both residential / commercial)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Cancelled by applicant; CBC §§104.7, GC
§34090
Building &
Safety BL-007 Plan Check Correction Lists When Permit is Finalled Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (drafts and notes);
GC §34090 et seq.
Building &
Safety BL-008
PLANS: Approved Construction
Documents / Plans - COMMERCIAL,
MULTI-FAMILY DWELLINGS, PLACES OF
PUBLIC ACCOMMODATION (includes soils
reports, energy calculations, commercial
structural plans, commercial structural
calculations, Private NPDES permits,
Hazardous Materials Questionnaire,
applications, etc.)
P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Law requires for
the life of the building for commercial and
common interest dwellings; CBC §§
1.8.4.3.1, 104.7 – 104.7.4 and 107.5;
H&S§19850, GC §34090
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE - BUILDING AND SAFETY
(Code Enforcement)
Ver. 11.0 Page BS-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Building &
Safety BL-009
PLANS: Approved Construction
Documents / Plans - EXPIRED Permit / No
Permit was Issued - Where construction
had commenced ("Stalled" projects, etc. -
includes applications)
P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Permits expire if
work is not commenced within 180 days,
and may be extended for 180 days if
requested; H&S§19850, CBC §§ 1.8.4.3.1,
104.7 – 104.7.4 and 107.5; GC §34090
Building &
Safety BL-010
PLANS: Approved Construction
Documents / Plans - RESIDENTIAL -
SINGLE FAMILY DWELLINGS (all)
6 months
after
Issuance of
Certificate of
Occupancy
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Law requires for
the life of the building for commercial only;
CBC require plans be retained 180 days
from completion date for residential and
appurtenances; CBC §§ 1.8.4.3.1, 104.7 –
104.7.4 and 107.5; H&S§19850, GC
§34090
Building &
Safety BL-011
PLANS: Cancelled by Applicant, where
construction was NOT commenced
(Submittal Documents / Plans belonging
to applicant - both residential / commercial)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Cancelled by applicant; CBC §§ 1.8.4.3.1,
104.7 – 104.7.4 and 107.5; GC §34090
Building &
Safety BL-012
Requests / Permissions to Receive Copies
of Plans (Correspondence to / from
Architects)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Building &
Safety BL-013 Uniform Building Codes / California Building Codes (CBC, UBC, UPC, UEC, etc.) When
Superseded
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §50022.6
BUILDING AND SAFETY / CODE ENFORCEMENT / COMMUNITY IMPROVEMENT AND CODE COMPLIANCE Building &
Safety / Code
Enforce.
BL-014 Administrative Hearing Audio Recordings /
Audio Tapes 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; State law only
requires for 30 days; GC §54953.5(b)
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE - BUILDING AND SAFETY
(Code Enforcement)
Ver. 11.0 Page BS-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Building &
Safety / Code
Enforce.
BL-015 Administrative Hearing Minutes 2 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.
Building &
Safety / Code
Enforce.
BL-016 Code Compliance Database
Indefinite -
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference - data is
interrelated; GC §34090 et seq.
Building &
Safety / Code
Enforce.
BL-017 Code Enforcement Case Files Minimum 2
years
Yes: Until
Resolution
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Case is open until satisfactorily resolved
(some cases are not resolved); Town Clerk
maintains original staff reports and
resolutions that are presented to Council;
CFC §104.3.4, GC §34090
Building &
Safety / Code
Enforce.
BL-018 Code Enforcement Case Files - Liens P
Yes: Until
Resolution
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; CFC §104.3.4, GC
§34090
Building &
Safety / Code
Enforce.
BL-019 Photo Logs / Negatives 2 years Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES
(Admin., Recreation, Museum)
Ver. 10.0 Page CS-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
COMMUNITY SERVICES / ADMINISTRATION
Comm.
Services /
Admin.
CS-001
Agenda Packets for Boards, Commissions, /
Committees (Parks, Recreation / Cultural
Commission, Youth Commission, Public Arts
Advisory Commission, etc.)
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
See Town-wide standards; GC §34090
Comm.
Services /
Admin.
CS-002 Alcohol Use Permits 2 years
Yes:
During
Event
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Comm.
Services /
Admin.
CS-003
Facility Rental Agreements / Facility Use
Requests (includes insurance certificates, etc.) -
Club House Rentals, Park Use / Rentals,
Room Reservations, Swimming Pool Rental,
Schools, Room Reservations, etc.
2 years
Yes:
During
Event
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Comm.
Services /
Admin.
CS-004 Town Newsletter 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For historical purposes; GC §34090 et seq.
Comm.
Services /
Admin.
CS-005 Video Recordings / Video Tapes: Youth
Commission Programs / Information
Minimum 2
years
Tape
(Mag)
Department Preference; Routine video
monitoring tapes are only required for 100
days; GC §§34090.6, 34090.7
Comm.
Services /
Admin.
CS-006 Welcome Center Agreements (ATM Provider,
brochures, art sales, etc.)
Completion
+ 2 years
Yes: Until
Completion
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Exception to Town-wide standards because
E&O does not apply; CCP §§336(a), 337 et.
seq., GC §34090
PARKS
Comm.
Services /
Parks
CS-007 Facility Files Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference (originals may be in
Planning or Public Works, GC §34090 et seq.
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES
(Admin., Recreation, Museum)
Ver. 10.0 Page CS-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
COMMUNITY SERVICES / RECREATION
Comm.
Services /
Recreation
CS-008 Activity / Events Guide 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For historical purposes; GC §34090 et seq.
Comm.
Services /
Recreation
CS-009 Agreements for Contractors: Class Instructors
etc.
Completion
+ 2 years
Yes: Until
Completion
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Exception to Town-wide standards because
E&O does not apply; CCP §§336(a), 337 et.
seq., GC §34090
Comm.
Services /
Recreation
CS-010 Birth Certificates
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records retained for reference; GC §34090
et seq.
Comm.
Services /
Recreation
CS-011 Class Registration Forms - Town Sponsored
Activities (includes sports programs) 2 years Mag, Mfr, OD, Ppr S / I Yes:
After QC
& OD
GC §34090,
Comm.
Services /
Recreation
CS-012 Liability Waiver for Recreation Activities /
Classes 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Comm.
Services /
Recreation
CS-013 Recreation Class Database
Indefinite -
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Data is interrelated; GC §34090, CCP §§337,
343
Comm.
Services /
Recreation
CS-014 Recreation Class Files / Activity Files /
Programs (Dancing, etc.) 2 years Mag, Mfr, OD, Ppr S / I Yes:
After QC
& OD
GC §34090,
Comm.
Services /
Recreation
CS-015 Scorebooks
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Transitory records not retained in the ordinary
course of business; GC §34090 et seq.
Comm.
Services /
Recreation
CS-016 Special Events - Town Sponsored / CoSponsored (concerts, etc.) 2 years Yes:
Before
Event
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded
upon an instrument in writing" or not specifically
provided for is 4 years; GC §34090, CCP
§§337, 343
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES
(Admin., Recreation, Museum)
Ver. 10.0 Page CS-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
COMMUNITY SERVICES / MUSEUM
Comm.
Services /
Museum
CS-017 Admission Records (Attendance Statistics) P
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference (Historical records) GC
§34090 et seq.
Comm.
Services /
Museum
CS-018 Animal Treatment Records 3 years Yes Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
3 years is required; FA §32003(e), PC
§597.1(d); GC §34090
Comm.
Services /
Museum
CS-019 Education Programs 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Comm.
Services /
Museum
CS-020 Donations - Monetary 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Meets auditing standards; GC §34090
Comm.
Services /
Museum
CS-021 Donations - Major Gifts P
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference (Historical records) GC
§34090 et seq.
Comm.
Services /
Museum
CS-022 Events / Fundraising Events 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Covers various statute of limitations; CCP
§§337, 338; GC §34090
Comm.
Services /
Museum
CS-023 Exhibits / Collections (Administration, etc.) Completion + 4 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations for contracts is 4 years,
personal property 3 years; meets auditing
requirements; CCP §§337, 338; GC §34090
Comm.
Services /
Museum
CS-024 Exhibits / Collections (Historical Records of
Exhibits)
P
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD No
Department Preference; GC §34090
Comm.
Services /
Museum
CS-025 School / Tour Group Records 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Comm.
Services /
Museum
CS-026 Sign-in Sheets - Town-sponsored Activities 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC § 34090, CCP §
337 et seq.
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Approved: 6/4/2024 DRAFT
Ver. 10.0 RECORDS RETENTION SCHEDULE - ENGINEERING Page ENG-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
ENGINEERING
Manag.
Services /
Town Clerk
EN-001
Abandonments, Easements, Entitlements, /
Vacations (Recorded Documents / Town
Property)
When No
Longer
Required
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Copies; GC §34090.7
Engineer. EN-002 Aerial Maps (both analog / digital) P
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference for historical purposes;
GC §34090
Engineer. EN-003
Assessment / Maintenance District Projects
(Maps, Diagrams, Spreadsheets, Improvement
Plans - e.g. roads, sewer, etc.)
P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Statute of Limitations
is 4 - 10 years (for Errors & Omissions); CCP
§§337. 337.1(a), 337.15, 343; GC §34090.7
Engineer. EN-004 Encroachment Permits / Agreements:
Permanent (Awnings, Utilities, Signs, etc.) P
Yes: Until
Revocation
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC § 34090
Engineer. EN-024
Encroachment Permits / Agreements:
Temporary (Street Cuts, Utility Cuts, Debris
Boxes, etc.)
Expiration
+ 2 years
Yes: Until
Revocation
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC § 34090
Lead Dept.
(Engineer.
or Public
Works)
EN-005 Investigations (minor projects - reports,
ordering of signs, etc.)
Minimum
Completion
+ 2 years
Yes:
Before
Completion
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference to cover audits from all
grant funding agencies; Statute of Limitations
for Errors & Omissions is 10 years; CCP
§§337. 337.1(a), 337.15, GC §34090
Engineer. EN-006 NPDES Monitoring Reports 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Monitoring records required for 3 years; 40
CFR §§122.21, 122.41, 122.44
Engineer. EN-007 NPDES Permit Expiration
+ 3 years
Yes: Until
Expiration
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Covers various statute of limitations;
Monitoring records required for 3 years; 40
CFR §§122.21, 122.41, 122.44; CCP §337 et
seq.
Engineer. EN-008
Offers of Dedication (Rejected, Unprocessed /
Unaccepted -- If accepted, Town Clerk is
Office of Record)
P
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
Ver. 10.0 RECORDS RETENTION SCHEDULE - ENGINEERING Page ENG-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Engineer. EN-009 Preliminary Studies / Project Assessments (Not Acquired)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Engineer. EN-010
Project Files: Town Infrastructure / Facilities
Projects (Capital Improvement Projects / CIP)
Administration File: Project Administration,
Project Schedules, Certified Payrolls, Invoices,
Logs, etc.
P
Completion
+ 10 years
or After
Funding
Agency
Audit, if
required,
whichever
is longer
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090, CCP
§337
Engineer. EN-011
Project Files: Town Infrastructure / Facilities
Projects (Capital Improvement Projects / CIP)
Permanent File: Plans, Specifications,
Materials Testing Reports, Copy of Notice of
Completion, Project Study Reports, Record
Drawings ("As Builts"), Regulatory Agency
Approvals, Soils Reports, Structural
Calculations, Surveys, etc.
P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Retained for disaster preparedness purposes
(Town Clerk does not maintain Plans,
Materials Testing Reports, etc.) GC §34090
Lead Dept. EN-012 Real Estate Appraisal Reports: Property NOT purchased / sold 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Not accessible to the public; GC §§34090,
7928.705
Lead Dept. EN-013 Real Estate Appraisal Reports: Purchased / Sold Property 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Not accessible to the public until purchase has
been completed; meets municipal government
auditing standards; GC §§34090 7928.705
Engineer. EN-014 Record Drawings, Plans / Maps P Yes (all) Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Drafts should be destroyed; GC §34090,
34090.7
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
Ver. 10.0 RECORDS RETENTION SCHEDULE - ENGINEERING Page ENG-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Engineer. EN-015 Signal Timing Change +
10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Engineer. EN-017 Studies (pavement management, etc.) Minimum 2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §§34090
Engineer. EN-018 Traffic Calming Requests (speed humps, etc.) 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Engineer. EN-019 Traffic Collision Notifications (determine cost to bill responsible parties) 5 years Mag, Mfr, OD, Ppr S / I Yes:
After QC
& OD
Department preference (Non-records from the
Sherriff) GC §34090
Engineer. EN-020 Traffic Commission Agenda Packets 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Engineer. EN-021 Traffic Counts, Summaries, Reports - Other than Historical
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Engineer. EN-022 Traffic Speed Surveys 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference (required every 5
years, but can be extended to 7 or 10 years);
GC §34090
Engineer. EN-023 Underground Service Alerts (USA) / Dig Alerts:
Utility Cuts, etc. 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; EPA FAQs
recommend Life of the Tank; applies to both
Tier I and Tier II Tanks; (Tier II tanks are
required to have an integrity test every 20
years); GC §34090
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: FINANCE
(Payroll, Purchasing)
Ver. 17.0 Page FIN-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
FINANCE
Manag.
Services /
Finance
FIN-001 1099's 1096’s DE542 (California Report of
Independent Contractors) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; IRS: 4 years
after tax is due or paid (longer for
auditing & contractor delinquency); Ca.
FTB: 3 years; Published articles show
permanent; ; IRS Reg §31.6001-
1(e)(2), R&T §19530, GC §34090, 29
USC 436
Manag.
Services /
Finance
FIN-002
Accounts Payable / Vendor Files (All Records /
Reports - Includes Invoices, P.O.s, Travel
Expense Reimbursements, Postage, etc.)
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference to cover grant
auditing requirements; GC §34090
Manag.
Services /
Finance
FIN-003 Accounts Payable Check Registers 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference; Statute of
Limitations is 4 years; GC §34090, CCP
§ 337
Manag.
Services /
Finance
FIN-004
Accounts Receivable / Revenue / Cash
Receipts / Deposits / Summaries (includes all
source documents / backup detail)
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference to cover grant
auditing requirements; GC §34090
Manag.
Services /
Finance
FIN-005 Assessment District / Special District
Payments / Reports
Termination
of District + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; IRS is 4 years
after tax is due or paid; Supporting
documentation for Investments of
Operating Funds; meets auditing
standards; IRS Reg §31.6001-1(e)(2),
R&T §19530, GC §34090
Manag.
Services /
Finance
FIN-006 Audit Management Letters / other formal letters related to audit communication 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.
Services /
Finance
FIN-007 Audit Work Papers 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT
RECORDS RETENTION SCHEDULE: FINANCE
(Payroll, Purchasing)
Ver. 17.0 Page FIN-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for Town-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement).
Manag.
Services /
Finance
FIN-008
Bank Statements, Bank Reconciliations,
Trustee Statements, Fiscal Agent Statements,
Investment Account Statements, Outstanding
Check Lists, Daily Cash Summaries / Deposit
Slips
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
For auditing purposes; Published
articles show 3 - 4 years; Other cities
show 7 - 10 years; GC §34090, 26 CFR
31.6001-1
Manag.
Services /
Town Clerk
FIN-009
Bond Transcripts / Certificates of Participation
(issuing documents) See Bank Statements for
statement retention.
When No
Longer
Required
Yes: Until
Maturity
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090.7
Manag.
Services /
Finance
FIN-010 Budget Amendments 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.
Services /
Finance
FIN-011 Budget Hearing, Drafts, / Review
(Development Documents / Preliminary Budget)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Drafts; GC §34090.7
Manag.
Services /
Finance
FIN-012 Budget Transfer Requests / Journals 5 years
Yes:
Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Manag.
Services /
Finance
FIN-013 Budgets - Adopted P
Yes:
Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Must be filed with County Auditor; GC
§34090, 40802, 53901
Manag.
Services /
Finance
FIN-014 Business License / Business Registration
Applications 5 years Yes (before
termination)
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets
Municipal Government auditing
standards GC §34090 et seq.
Manag.
Services /
Finance
FIN-015 Business License / Business Registration
Certificates
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Business License Database can
accurately re-print these on demand
(the database is considered the
original); GC §34090 et seq.
Manag.
Services /
Finance
FIN-016 Business License / Business Registration
Database
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Data fields are
inter-related; GC §34090 et seq.
TOWN OF YUCCA VALLEY, CA. ©2004 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Revision Approved: 6/4/2024 DRAFT