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, APRIL 7, 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, APRIL 7, 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. Administration of Oath of Office – Town Clerk
Approval of Agenda
2. 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.
3. Minutes
Recommendation:
Approve the meeting minutes of Tuesday, March 17, 2026 as presented.
4. Rejection of Claim
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Recommendation:
That the Town Council rejects one Claim filed against the Town of Yucca Valley submitted on January 16, 2026, by Mercury Insurance Company as subrogee of Amrik Malhi.
5. Agreement with San Bernardino County, Preliminary Design Services for the Yucca Trail and La Contenta Road Intersection Roundabout Project Recommendation:
That the Town Council
1. Amends the FY2025-26 Special Revenue Fund Budget Measure I Fund 524, allocating $200,000 of undesignated reserve funds to accommodate the preliminary design cost for the Yucca Trail and La Contenta Road Intersection Roundabout Project;
2. Adopts Resolution 26-XX to amend the Measure I Five-Year Capital Improvement Program and Expenditure Strategy for Fiscal Years 2025/2026 to 2029/2030 by adding the Yucca Trail and La Contenta Road Intersection Roundabout Project with a preliminary design amount of $200,000;
3. Approves the Agreement with San Bernardino County for Project Design Services for the Yucca Trail and La Contenta Road Intersection Roundabout Project in the amount not to exceed $200,000.00, authorizing the Town Manager to sign all documents necessary to implement the Agreement.
6. Declare Existing Equipment as Surplus and Authorize the Sale of Surplus Equipment Recommendation:
That the Town Council declares Units #24, #25, and #56 as surplus and authorizes the sale of surplus equipment.
7. Professional Services Contract Proposal Amendment #2 - PlaceWorks - Yucca Trail Widening CEQA
Recommendation:
That the Town Council approves Amendment #2 to the professional services agreement with Placeworks, increasing from $111,359 to $178,794, and authorizes the Town Manager to execute the agreement between the Town of Yucca Valley and PlaceWorks, for the Yucca Trail Widening, in the amount not to exceed $178,794.
8. Resolution No. 26-XX Updating Assessment Engineer’s Reports for Previously Formed Street & Drainage and Landscape and Lighting Maintenance Assessment Districts Recommendation:
That the Town Council adopts the Resolution, ordering preparation of the annual assessment district engineer’s reports, describing any new improvements or any substantial changes to the existing improvements, within the existing assessment districts.
9. Amendment 2 to Agreement with EcoFert for System Installation and Services - Phase
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II Irrigation Water Use Reduction
Recommendation:
That the Town Council approves Amendment 2 to the 2022 agreement with EcoFert Inc., for a two (2) year extension (from July 1, 2026, through June 30, 2028) of the soil fertility and water conservation solutions and equipment maintenance of the irrigation/fertilization system at nine (9) Town parks for the additional amount of $57,528.00 and authorizes the Town Manager to sign Amendment #2.
Department Reports
10. San Bernardino County Transportation Authority (SBCTA) Measure I 3.0 Continuation Expenditure Plan.
Recommendation:
It is recommended that the Town Council review and adopt Resolution No. 26-XX approving the San Bernardino County Transportation Authority (SBCTA) Measure I
3.0 Continuation Expenditure Plan.
11. FY2024-26 Draft General Fund Budget Review
Recommendation:It is recommended that the Council:
1. Receive and file the staff presentation of the proposed draft budget for the General Fund for fiscal years 2026-28.
2. Direct staff to incorporate any desired changes and return the proposed budget for adoption with the implementing resolutions as part of the Town’s comprehensive fiscal year 2026-28 Proposed Budget.
12. Town Project No. 4100 – : Community Center Pickleball Court Project - Change Order #5
Recommendation:That the Town Council;
1. Adopts Resolution 26-XX, amending the budget to allocate $420,000.00 from Capital Projects Reserve Fund 800 for Town Project No. 4100.
2. Approves Change Order #5 to the contract with Van Engineering Inc. for removing and replacing the existing asphalt parking lot surface, increasing the contract by $380,000.00,and a contingency of $40,000.00, bringing the contract amount of $2,633,885.70 to $3,319,055.70.
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
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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 21, 2026 at 5:00 PM in the Yucca Valley Community Center Yucca Room.
Town of Yucca Valley
Town Council Meeting Minutes
March 17, 2026
Call to Order
Roll Call
Present: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
Absent: Rick Denison (Excused)
Pledge of Allegiance
Led by Councilmember Lombardo
Invocation
Led by Mayor Abel
Presentations, Introductions, Recognitions
1. Chamber of Commerce Update presented by President/CEO Tonya Chiu President/CEO Tonya Chiu presented an update to the Town Council on Chamber programs and upcoming events. She highlighted the Ambassador Program and shared details for Grubstake Days, including the parade route along Yucca Trail and the event location at Founders Plaza.
Mayor Abel opened public comment.
Councilmembers expressed appreciation for the Chamber’s efforts. Councilmember Drozd thanked Ms. Chiu and recognized the role of volunteers in supporting community events. Councilmember Lombardo shared positive memories of past Grubstake Days. Mayor Abel commended the Chamber’s leadership and its work in supporting local businesses.
Ms. Chiu thanked the Council for its continued support.
2. Recognition and Appreciation of Town Clerk, Lesley Copeland for Her Years of Service and Retirement
Mayor Abel opened the presentation by recognizing Town Clerk Lesley Copeland for her years of dedicated service and upcoming retirement, offering sincere thanks for her contributions.
Ms. Copeland addressed the Council, emphasizing the importance of customer service and sharing that it had been a pleasure to serve her hometown. She expressed gratitude to the Council.
Mayor Pro Tem Schooler recalled Ms. Copeland’s early start in public service during high school and thanked her for her long-standing dedication.
Councilmember Drozd noted their shared high school background and described Ms.
Copeland’s service as impactful and selfless, highlighting her contributions to the community.
Councilmember Lombardo shared fond memories, acknowledged her family’s contributions to the community, and offered well wishes for her retirement.
Ms. Copeland received formal recognition, including proclamations from Congressman Obernolte, Senator Ochoa Bogh, Supervisor Dawn Rowe, and the Town Council.
Mayor Abel concluded by thanking Ms. Copeland once more and adjourned the meeting for a celebratory reception.
Approval of Agenda
3. Agenda Approval
Mayor Abel opened public comment. With no member of the public wishing to speak, Mayor Abel closed public comment.
Motion:
Approve the agenda as prepared.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo Consent Agenda
Mayor Abel opened public comment. With no member of the public wishing to speak, Mayor Abel closed public comment.
4. Approval of Minutes- March 3, 2026
Motion:
Approve the meeting minutes of Tuesday, March 3, 2026 as presented.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
5. AB1234 Reporting Requirements
Motion:
Receive and file the AB1234 Reporting Requirement Schedule for the month of February 2026.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
6. Ratification of Warrant Registers
Motion:
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.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
7. Yucca Valley Aquatic and Recreation Center Project – Town Project 6009 Consultant Services Contract Amendments
Motion:
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.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
8. General Plan Annual Report 2025
Motion:
Receive and file the General Plan Annual Housing Element Progress Report.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
9. On-Call Berm Repair and Replacement Maintenance Services – Award of Maintenance Services Contract
Motion:
Award 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.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
10. Records Retention Schedule Update
Motion:
Adopt Resolution No. 26-04 Approving the update to the Town's Records Retention Schedule as attached hereto as Exhibit "A"
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo Department Reports
11. Consideration of Joint Powers Agreement Participation in the San Bernardino
Regional Housing Trust
Town Manager Yakimow presented the Consideration of Joint Powers Agreement Participation in the San Bernardino Regional Housing Trust presentation to the Town Council.
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
Mayor Abel noted concerns regarding affordable housing and expressed interest in serving in this capacity.
Councilmember Lombardo expressed support for the initiative, noting the need for this type of program and the importance of participation. Support was also indicated by Councilmember Schooler.
Motion:
Adopt Resolution 26-05 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 Mayor Abel to represent the Town as a board member of the newly formed Trust Board of Directors.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Mayor Pro Tem Jim Schooler
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo
12. 2026 Town Point-in-Time Count Update and Related Recommendations Town Manager Yakimow presented the 2026 Town Point-in-Time Count Update and related recommendations to the Town Council. A video from San Bernardino County highlighting the Point-in-Time Count was shown.
Mayor Abel opened public comment.
One speaker, Ruieta DaSilva, shared comments related to local impacts and the importance of support for community organizations.
With no other members of the public wishing to speak, Mayor Abel closed public comment.
Mayor Abel acknowledged the item and expressed interest in exploring available options.
Mayor Pro Tem Schooler commended staff for their efforts and expressed support for continued evaluation of solutions.
Councilmember Lombardo expressed support for exploring additional resources, including the potential for a homeless outreach coordinator, and suggested monitoring outcomes over time.
Councilmember Drozd commented that taking initial steps to address the issue is a positive first step.
Town Manager Yakimow provided additional information, noting the Town’s historical support of nonprofit organizations and the opportunity to further develop a coordinated approach moving forward.
Motion:
Receive and file an update on the 2026 Point-in-Time Count Activity and move forward the recruitment of a Town Community Engagement and Homeless Outreach Coordinator.
Result: Passed (Yes 4, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Robert Lombardo
Ayes: Merl Abel, Jeff Drozd, Jim Schooler, Robert Lombardo Future Agenda Items
No future agenda items discussed.
Public Comments
Mayor Abel opened public comment.
Bret Albon, shared a proposal for a town flag designed to represent the community. He explained that the design was inspired by the town seal, incorporates a yucca plant, and is not on a white background. Mr. Albon expressed interest in participating further in the project.
Ruieta DaSilva commented on the Joint Powers Agreement, noting its representation of Western Joshua Tree. She raised concerns regarding affordable housing limitations, challenges with state agencies, and the impact on residents and real estate. She encouraged legislative attention and expressed concern about funding and housing quotas.
With no other members of the public wishing to speak, Mayor Abel closed public comment.
Staff Reports and Comments
Captain Scovel recognized Lieutenant Huff for his efforts and reported that the Town has received OHV grant funding. Over the next three to four months, five operations are planned, with additional personnel assisting in enforcement.
Deputy Town Manager Luckino highlighted a recent visit by the California Conservation Corps focused on environmental stewardship. Trails were defined and maintained, and North Park was toured to support resource protection. He also mentioned the upcoming community cleanup day on March 28, from 8 a.m. to 12 p.m., at the Transfer Station on Sunnyslope.
Community Services Manager Earnest provided updates on March activities, including the Spring Guide on the Town website, ongoing registration for the Healthy Hearts program, a new exhibit at the Museum, a Senior Center Resource Fair, and the April 4 Egg Hunt.
Deputy Town Manager Stueckle reported on Planning Commission matters, including a public hearing regarding a mini-storage facility for Sun Mesa and ongoing discussions with property owners. He also noted efforts to coordinate with legislative representatives and provide information to residents regarding potential federal protections for Western Joshua Tree.
Town Manager Yakimow recognized Town Clerk Lesley Copeland’s appointment in 2013, highlighting her leadership and positive contributions to the Town. On behalf of staff, he thanked her for her dedicated service.
Mayor and Council Member Reports and Comments
Councilmember Drozd congratulated Town Clerk Lesley Copeland on her years of service.
Councilmember Lombardo also congratulated Ms. Copeland and expressed appreciation for the efforts of Town staff.
Mayor Pro Tem Schooler thanked Tonya Chiu for her work on Grubstake Days and with the Chamber, noted that Lesley Copeland had renewed her golf course membership, and reminded the Council of a Homeless Shelter Committee meeting scheduled at 5:30 p.m.
Mayor Abel reported on a site visit to North Park, noting that the improvements help keep people on the trail. He thanked staff for their follow-up efforts. Mayor Abel attended a Builders and Realtors meeting on the 12th, which was well attended, and also participated in a half marathon at the Marine Corps Base.
Mayor Abel shared updates from the Animal Care and Control Manager, including new staff training, openings for eight male cats, and available spay/neuter appointments. He concluded by thanking Lesley Copeland for her years of service.
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.
Mayor Abel adjourned the regular meeting to closed session at 06:48 PM Respectfully Submitted,
Brooke Dudra
Deputy Town Clerk
Item: 4.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Debra Breidenbach-Sterling, Human Resources and Risk Manager Date: March 3, 2026
Meeting Date: April 7, 2026
Subject: Rejection of Claim
Recommendation:
That the Town Council rejects one Claim filed against the Town of Yucca Valley submitted on January 16, 2026, by Mercury Insurance Company as subrogee of Amrik Malhi.
Prior Review:
There has been no prior Council review on this item.
Discussion:
Under state law, a claim for personal damage must be presented in accordance with Government Code Section 910. Based upon staff and legal review, it is recommended that the claim be rejected in accordance with Government Code 913 and 915.4. If Council wishes to discuss the nature and content of the claim, a closed session under the same terms of the Brown Act is appropriate.
When the Town receives a claim, a review is conducted regarding the charges of the claim.
Based on legal review and/or review by our insurer California Intergovernmental Risk Authority, a claim is either recommended for rejection or a settlement is attempted.
Alternatives
No alternative is recommended.
Fiscal Impact:
None
Attachments
None
Item: 5.
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: April 7, 2026
Subject: Agreement with San Bernardino County, Preliminary Design Services for the Yucca Trail and La Contenta Road Intersection Roundabout Project
Recommendation:
That the Town Council
1. Amends the FY2025-26 Special Revenue Fund Budget Measure I Fund 524, allocating $200,000 of undesignated reserve funds to accommodate the preliminary design cost for the Yucca Trail and La Contenta Road Intersection Roundabout Project;
2. Adopts Resolution 26-XX to amend the Measure I Five-Year Capital Improvement Program and Expenditure Strategy for Fiscal Years 2025/2026 to 2029/2030 by adding the Yucca Trail and La Contenta Road Intersection Roundabout Project with a preliminary design amount of $200,000;
3. Approves the Agreement with San Bernardino County for Project Design Services for the Yucca Trail and La Contenta Road Intersection Roundabout Project in the amount not to exceed $200,000.00, authorizing the Town Manager to sign all documents necessary to implement the Agreement.
Prior Review:
There has been no prior review of this item.
Discussion:
San Bernardino County (County) and the Town of Yucca Valley (Town) desire to cooperate and jointly participate in the preparation of preliminary design documents for intersection improvements located at the intersection of Yucca Trail and La Contenta Road. This intersection is jointly controlled by the Town and County, with the County having jurisdiction over the easterly half of the intersection.
The Project consists of the preparation of preliminary Plans, Specifications, and Estimates
(PS&E) for a proposed circular intersection (roundabout) and related appurtenant improvements. It is anticipated that these improvements will result in relocation of existing overhead utility lines and potentially, correction/realignment of the current offset intersection.
Upon completion of the design and preparation of the cost estimates, the County and the Town will determine and pursue appropriate funding sources for construction of the Project. No construction timeline has been established, and construction funding has not been identified.
Alternatives
No alternatives are recommended. The recommended action is necessary for the project to move forward.
Fiscal Impact:
The total cost for preparation of the preliminary design documents is estimated to be $250,000.00. The County’s share of the Project cost is estimated to be $125,000.00, and the Town’s share is estimated to be $125,000.00, with a Town not to exceed amount of $156,250.00 pursuant to the attached agreement.
This project is funded by the Local Measure I Fund, with a total of $200,000.00 programmed and allocated from Special Revenue Fund Measure I 524 based upon Town Council adoption of the attached Resolution. Future project phases will require additional funding appropriations to be reviewed and awarded by Town Council.
Attachments
1. Resolution 26-XX
2. CON-PW-Trans Coop Agr with Town Yucca Valley Yucca Trail Roundabout rev 032626
3. Conceptual Design
4. Special Revenue Funds - 524
RESOLUTION NO 26-XX
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA,
AMENDING THE MEASURE I FIVE-YEAR CAPITAL IMPROVEMENT PROGRAM AND EXPENDITURE STRATEGY FOR FISCAL YEARS 2025/2026 TO 2029/2030 BUDGET BY
ADDING THE YUCCA TRAIL AND LA CONTENTA ROAD INTERSECTION ROUNDABOUT PROJECT WITH PRELIMINARY DESIGN AMOUNT OF $200,000.00
WHEREAS, San Bernardino County voters approved passage of Measure I in November 2004, authorizing the San Bernardino County Transportation Authority to impose a one-half of one percent retail transactions and use tax applicable in the incorporated and unincorporated territory of the County of San Bernardino; and
WHEREAS, revenue from the tax can only be used for transportation improvement and traffic management programs authorized in the Expenditure Plans set forth in Ordinance No. 04-01 of the Authority; and
WHEREAS, the Strategic Plan requires each local jurisdiction applying for revenue from the Local Street Program to annually adopt and update a Five-Year Capital Improvement Plan.
WHEREAS, the Town Council adopted Resolution 25-17, adopting the Five-Year Measure I Capital Improvement Program for fiscal years 2025/2026 to 2029/2030.
NOW THEREFORE, THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA, RESOLVES AS FOLLOWS.
SECTION 1. The Town Council amending the Measure I Five-Year Capital Improvement Program and Expenditure Strategy for Fiscal Years 2025/2026 to 2029/2030 budget by adding the Yucca Trail and La Contenta Road Intersection Roundabout Project with preliminary design amount of $200,000.00
SECTION 2. That the Town Clerk of the Town of Yucca Valley is hereby directed to forward a copy of this Resolution to the San Bernardino County Transportation Authority.
PASSED, APPROVED AND ADOPTED THIS 7th Day of April 2026. ____________________________________
MAYOR
ATTEST:
____________________________________________
TOWN CLERK
APPROVED AS TO FORM:
____________________________________________
TOWN ATTORNEY
Standard Contract Page 1 of 5
THE INFORMATION IN THIS BOX IS NOT A PART OF THE CONTRACT AND IS FOR COUNTY USE ONLY Public Works
Department Contract Representative Jeremy Johnson, P.E., Engineering Manager
Telephone Number (909) 387-8165
Project Yucca Trail Roundabout
Contractor Town of Yucca Valley
Contractor Representative Alex Qishta, Public Works Director Telephone Number (760) 369-6579 Ext 307
Contract Term Expiration March 31, 2031
Original Contract Amount $125,000
Amendment Amount $0
Total Contract Amount $125,000
Cost Center 6650002000
Grant Number (if applicable) N/A
IT IS HEREBY AGREED AS FOLLOWS:
WHEREAS, San Bernardino Count (COUNTY) and the Town of Yucca Valley (TOWN), (COUNTY and TOWN are also each referred to herein as “Party” and collectively referred to herein as “Parties”), desire to cooperate and jointly participate in the preparation of design documents for the intersection improvement project located at Yucca Trail and La Contenta Road located in the Yucca Valley area (hereinafter referred to as “PROJECT”); and,
WHEREAS, the PROJECT consists of preparation of preliminary Plans, Specifications, and Estimates (PS&E) for a proposed circular intersection (roundabout) and related appurtenant improvements; and, WHEREAS, the PROJECT is located within the jurisdictional boundaries of the COUNTY and TOWN; and,
WHEREAS, California Streets and Highways Code section 1685 and 1803 authorizes TOWN to contract with COUNTY for the maintenance, construction, or repair of TOWN streets and roads, if the legislative body of TOWN determines that it is necessary for the more efficient maintenance, construction, or repair of its streets and roads; and,
WHEREAS, the TOWN has determined that it is necessary for the more efficient maintenance, construction, or repair of its streets and roads to contract COUNTY for the PROJECT; and, Contract Number
SAP Number
Revised 7/1/24 Page 2 of 5
WHEREAS, the total PROJECT cost is estimated to be $250,000; and, WHEREAS, the COUNTY’s share of PROJECT cost is estimated to be $125,000, and the TOWN’s share of PROJECT cost is estimated to be $125,000 as more particularly set forth in Exhibit “A”, which is attached hereto and incorporated herein by this reference; and, WHEREAS, the above-described costs are proportionated based on the work to be performed in each Party’s jurisdiction; and,
WHEREAS, COUNTY and TOWN desire to set forth the responsibilities and obligations of each as they pertain to such participation, performance, and funding of the proposed PROJECT.
NOW, THEREFORE, IT IS MUTUALLY AGREED as follows:
1.0 COUNTY AGREES TO:
1.1 Act as the Lead Agency in the design and California Environmental Quality Act (CEQA) compliance (Public Resources Code section 21000 et seq.).
1.2 Provide plans and specifications and all necessary construction engineering for the PROJECT to TOWN, for TOWN's prior review and approval pursuant to paragraph 2.1 below.
1.3 Pay COUNTY’s proportionate share of the cost of the PROJECT. The cost of the PROJECT shall include the cost of design phase for the PROJECT. COUNTY’s proportionate share of cost for the PROJECT is estimated at $125,000 (50% of PROJECT costs). COUNTY shall be responsible for its share of any PROJECT cost increases pursuant to paragraph 3.6 and 3.7 below.
1.4 Submit to the TOWN an itemized accounting of actual PROJECT costs incurred by COUNTY and a statement for TOWN’s proportionate share of PROJECT costs, as provided herein. Costs shall be amended following TOWN and COUNTY acceptance of the final design cost accounting. In no event shall TOWN’s proportionate share of cost of PROJECT exceed $156,250 (twenty-five percent (25%) increase over the PROJECT cost estimate), absent a written amendment to this Agreement approved pursuant to paragraph 3.9.
2.0 TOWN AGREES TO:
2.1 Review, approve, and provide comments, if necessary, for the PROJECT’s plans and specifications provided by the COUNTY for PROJECT work to be performed in the TOWN’s jurisdiction.
2.2 Provide a qualified TOWN representative who has the authority to discuss and resolve PROJECT design issues.
2.3 Pay TOWN’s proportionate share of the PROJECT cost. The PROJECT cost shall include the cost of the design phase. The TOWN’s proportionate share of cost for the PROJECT is estimated at $125,000 (50% of PROJECT).
2.4 Pay to COUNTY, on a reimbursement basis, its share of PROJECT costs, including its jurisdictional share of any PROJECT cost increases pursuant to paragraphs 3.6 and 3.7 below, within sixty (60) calendar days after receipt of an itemized statement as set forth in paragraph 1.4 of this Agreement, setting forth all actual PROJECT costs incurred by COUNTY, together with adequate documentation of said expenditures. TOWN’s share of PROJECT costs is currently estimated to be $125,000 and shall not exceed $156,250 (twenty-five percent (25%) increase over the PROJECT cost estimate), absent a written amendment to this Agreement approved pursuant to Paragraph 3.9.
3.0 IT IS MUTUALLY AGREED:
3.1 TOWN agrees to indemnify, defend (with counsel approved by COUNTY) and hold harmless the COUNTY, and its officers, employees, agents, and volunteers from any and all claims, actions, or losses, damages, and/or liability resulting from TOWN’s negligent acts or omissions or will misconduct which arise from TOWN’s performance of its obligations under this Agreement.
3.2 COUNTY agrees to indemnify, defend, and hold harmless the TOWN and its officers, employees, agents, and volunteers from any and all claims, actions, or losses, damages, and/or liability
Revised 7/1/24 Page 3 of 5
resulting from COUNTY’s negligent acts or omissions or willful misconduct which arise from COUNTY’s performance of its obligations under this Agreement.
3.3 In the event the TOWN and/or the COUNTY is found to be comparatively at fault for any claim, action, loss or damage which results from their respective obligations under the Agreement, the TOWN and/or COUNTY shall indemnify the other to the extent of its comparative fault.
3.4 In the event of litigation arising from this Agreement, each Party to the Agreement shall bear its own costs, including attorney(s) fees. This paragraph shall not apply to the costs or attorney(s) fees relative to paragraphs 3.1, 3.2 and 3.3 indemnification.
3.5 TOWN and COUNTY are authorized self-insured public entities for purposes of Professional Liability, Automobile Liability, General Liability, and Workers’ Compensation and warrant that through their respective programs of self-insurance they have adequate coverage or resources to protect against liabilities arising out of COUNTY and TOWN’s performance of the terms, conditions or obligations of this Agreement.
3.6 If either TOWN or COUNTY requests additional work that is beyond the scope of the original PROJECT and not considered by all Parties to be a necessary part of the PROJECT, said work, if approved by all Parties, will be paid solely by the agency requesting the work.
3.7 This Agreement may be cancelled upon thirty (30) calendar days advance written notice of either Party, provided however, that neither Party may cancel this Agreement after COUNTY awards a contract to design the PROJECT. In the event of cancellation as provided herein, all PROJECT costs required to be paid by the Parties prior to the effective date of cancellation shall be paid by the Parties in the same proportion to their contribution for the PROJECT.
3.8 Except as provided in Paragraph 3.8, and except for the Parties' operation, maintenance and indemnification obligations contained herein which shall survive Agreement termination, this Agreement shall terminate upon completion of the PROJECT and payment of final billing by the TOWN for its share of the PROJECT costs.
3.9 This Agreement contains the entire agreement of the Parties with respect to subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.10 This Agreement shall be governed by the laws of the State of California. Any action or proceeding between TOWN and COUNTY concerning the interpretation or enforcement of this Agreement, or which arises out of or is in any way connected with this Agreement or the PROJECT, shall be instituted and tried in the appropriate state court, located in the county of San Bernardino, California.
3.11 Time is of the essence for each and every provision of this Agreement.
3.12 Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for any or against any Party. Any term referencing business days shall be deemed COUNTY workdays. The captions of the various articles and paragraphs are for convenience and ease or reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.13 No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.14 If a court of competent jurisdiction declares any portion of this Agreement invalid, illegal, or otherwise unenforceable, the remaining provisions shall continue in full force and effect, unless the purpose of this agreement is frustrated.
3.15 This Agreement may be signed in counterparts, each of which shall constitute an original. The Parties shall be entitled to sign and transmit an electronic signature of the Agreement (whether by facsimile, PDF, or other email transmission), which signature shall be binding on the Party whose name is contained therein. Each Party providing an electronic signature agrees to promptly execute and deliver to the other Party an original signed Agreement upon request.
3.16 This Agreement will be effective on the date it is signed by both Parties and shall conclude upon satisfaction of the terms identified in paragraph 3.8, or March 31, 2031 (whichever occurs first).
3.17 The Recitals are true and correct and incorporated into the body of this Agreement.
Revised 7/1/24 Page 4 of 5
SIGNATURES ON THE FOLLOWING PAGE:
FOR COUNTY USE ONLY
Approved as to Legal Form Reviewed for Contract Compliance Reviewed/Approved by Department Aaron Gest, Deputy County Counsel Andy Silao, P.E., Engineering Manager Noel Castillo, Director Date Date Date
SAN BERNARDINO COUNTY TOWN OF YUCCA VALLEY
(Print or type name of corporation, company, contractor, etc.) By
Dawn Rowe, Chair, Board of Supervisors (Authorized signature - sign in blue ink) Dated: Name
SIGNED AND CERTIFIED THAT A COPY OF THIS (Print or type name of person signing contract)
DOCUMENT HAS BEEN DELIVERED TO THE
CHAIRMAN OF THE BOARD Title
Lynna Monell
Clerk of the Board of Supervisors
San Bernardino County
(Print or Type)
By Dated:
Deputy
Address 58928 Business Center Drive
Yucca Valley, CA 92284
Revised 7/1/24 Page 5 of 5
EXHIBIT A
ESTIMATE OF PROJECT COSTS
FOR SAN BERNARDINO COUNTY/TOWN OF YUCCA VALLEY
YUCCA TRAIL ROUNDABOUT
La Contenta Road and Yucca Trail
TOTAL PROJECT
COST
SAN BERNARDINO
COUNTY ESTIMATED
SHARE
TOWN OF YUCCA
VALLEY
ESTIMATED SHARE
Preliminary Plans, Specifications,
and Estimates $250,000 $125,000 $125,000
Total $250,000 $125,000 $125,000
524 - Measure I - 2010 Unrestricted Amended Year-End Amended Budget Actual Budget
RECEIPTS
Revenue SANBAG 2010 Unrestricted $ 850,000 $ 986,568 $ 850,000 Interest 10,000 13,796 10,000
TOTAL RECEIPTS 860,000 1,000,363 860,000
EXPENDITURES
Personnel 364,800 332,746 372,700
TOTAL EXPENDITURES 364,800 332,746 372,700
CAPITAL OUTLAY
Work in Progress 1,918,600 235,679 2,408,355
TOTAL CAPITAL OUTLAY 1,918,600 235,679 2,408,355
OPERATING TRANSFERS IN (OUT)
Transfer IN (OUT) - Fund 536 487,094 484,839 -
TOTAL OPERATING TRANSFERS IN (OUT) 487,094 484,839 -
INCREASE (DECREASE) IN
FUND BALANCE (936,306) 916,778 (1,921,055)
BEGINNING FUND BALANCE 1,279,096 1,279,096 2,195,874
ENDING FUND BALANCE $ 342,790 $ 2,195,874 $ 274,818
Amended Year-End Amended
524 - Measure I - Unrestricted Budget Actual Budget
Work in Progress Detail
Salaries 225,500 196,365 230,000
Salaries - Overtime 9,000 4,090 9,000
Standby 3,500 2,710 4,000
FICA Medicare 3,000 3,143 3,200
Health Care 56,500 54,035 58,000
Workers' Comp 7,500 6,015 7,800
Life & Disability 1,500 1,763 1,500
Unemployment Insurance 4,300 3,509 4,500
Retirement 50,000 57,105 50,500
OPEB 4,000 4,010 4,200
Indirect Cost Recovery
Personnel Total 364,800 332,746 372,700
Indirect Cost Recovery 50,000 50,000 50,000
Median Maintenance 65,000 61,215 65,000
Street Lights 62,000 57,409 62,000
Signal Maintenance Contract - - -
Annual Traffic Census 12,600 11,435 12,600
SB743 Traffic Study - - 9,500
Traffic Studies 50,000 49,875 -
Congestion Management Plan - - 4,000
Palm Avenue Widening & Parking Lot 150,000 1,248 148,752 Yucca Mesa Widening -Buena Vista Intersection 100,000 2,097 417,903 Yucca Trail Widening -Palomar to La Contenta 200,000 2,400 197,600 Package A Crack Seal 1,229,000 - 1,229,000
Package C Crack Seal - - 212,000
1,918,600 235,679 2,408,355
2025-26
2025-26
Town of Yucca Valley
FY 2024-26 Adopted Budget
Special Revenue Funds
2024-25
2024-25
Item: 6.
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: April 7, 2026
Subject: Declare Existing Equipment as Surplus and Authorize the Sale of Surplus Equipment Recommendation:
That the Town Council declares Units #24, #25, and #56 as surplus and authorizes the sale of surplus equipment.
Prior Review:
There has been no prior review of this matter.
Discussion:
The table below identifies the equipment that reached the end of their service. Units #24 and #56 have been replaced and Unit #25 will not be replaced.
User Unit
No.
Description License
Plate #
VIN/Serial No. No. of New Unit
Streets 24 1981 Leers
Sign Trailer
E946468 2157 72
Yard 25 1981 Leers
Barbecue
E946465 2059 not replaced
Streets 56 1996
Whacker T4000 Trailer
E951068 186U81053TH000095 47
These surplus items will be included in a Town Vehicle and Equipment Auction, which will be open to the public and advertised in the Hi-Desert Star, sent out as a press release, posted on the Town website, and placed on Social Media. There will be a specific day and time for bidders to view the auction items and all bids will be delivered to the Public Works office in sealed envelopes. After four weeks of the bid period, the sealed bids will be opened and those with
winning bids will be notified when to pay for and to pick up their item(s).
The table below indicates all ten surplus items for the next Town Auction and includes the three units above. Also indicated is the Town Council meeting in which the auction item was declared surplus and approved for sale/disposal.
Surplus Units to be sold at auction in April/May 2026
Rec
No.
User Unit
#
Description License
Plate #
VIN/Serial No. TC Approved
as
Surplus/Sales
# of New
Veh/Unit
1 Parks 4 2005 GMC
Sierra
Pickup-
(accidenttotalled)
1189075 1GTHK24U05E295438 12/2/2025 TC
Mtg
8 2 Parks 19 2005 Toro
Reelmaster
3100-D
(72" cut)
None 250000213 11/4/2025 TC
Mtg
103
3 Streets 24 1981 Leers
Sign Trailer
E946468 2157 72
4 Yard 25 1981 Leers
Barbecue
E946465 2059 not
replaced
5* Streets 55 1996
Whacker
RD880V
Roller*
None 673603286 12/2/2025 TC
Mtg
46 6* Streets 56 1996
Whacker T4000
Trailer*
E951068 186U81053TH000095 47
7 Yard 62 Clark
GPX20 Fork
Lift
None GPX230 0965
7595KOF
11/4/2025 TC
Mtg
102
8 Parks 77 Aerator -
Ryan
None 502908 5/6/2025 TC
Mtg
90 9 Parks 78 Tractor -
Massey
Ferguson
243 (EIN#
None J01460 5/6/2025 TC
Mtg
101
UM3J44)
10 AC
Truck
95 2008 Ford
E-350 SD
Animal
Control
Wagon
1303476 1FDWX31598EC96065 11/5/2024 TC
Mtg
91 *Rec #5 & #6 are to be sold as one unit
Alternatives
Staff recommend no alternative actions.
Fiscal Impact:
Revenues from auction sales are deposited in the Town's General Fund.
Attachments
1. Vehicle and Equipment Replacement Schedule 2025-2035
Vehicle Replacement Schedule
Fiscal Year 2025-2035
Vehicle Replacement of Gas Vehicles and Diesel Vehicles
VEHICLES
Vehicle Description Dept. Assigned Type Veh# Acquisition Cost Mileage or Hours Replacement Cost
25/26
Replacement Cost
26/27
Replacement Cost
27/28
Replacement Cost
28/29
Replacement Cost
29/30
Replacement Cost
30/31
Replacement Cost
31/32
Replacement Cost
32/33
Replacement Cost
33/34
Replacement Cost
34/35
Notes
2001 Chevy 3500 Diesel Flatbed Street V 1 $ 30,412.00 59,702 $ 70,000 2023 Ford F250 Harbor Utility Bed Facilities V 3 $ 63,647.45 $ 80,000 2005 GMC Sierra Pickup Parks V 4 $ 19,440.00 193,803 $ 67,000 $ - Totalled in accident on 10/8/25 2025 Jeep Grand Cherokee Summit Town Manager V 5 $ 72,308.96 Replace in 2035/2036 budget 2004 Ford F-250 Crew Cab 4x4 Street V 7 $ 24,673.00 217,858 $ 75,000 2026 GMC Sierra 2500 Crew Cab 4X4 Parks V 8 $ 62,776.19 Replace in 2036/2037 budget 2001 Chevy 1 Ton W/Utility Body Parks V 15 $ 31,609.93 97,438 $ 100,000 2016 Ford F-350 Truck On Call V 22 $ 41,343.00 114,238 $ 75,000 Replaced #8 in FY16-17 2017 Freightliner Dump Truck 1085D Streets V 26 $ 167,036.00 23,402 $ 250,000 Replaced #67 in 16-17FY. 2017 Ford F250 Super Duty 4x4 Parks V 27 $ 32,676.48 36,611 $ 65,000 Replaced #49 in 16-17FY. 2017 Jeep Cherokee Overland Engineering V 32 $ 49,883.08 61,390 $ 75,000 Replacing #16 in 2025 2020 Ford Transit Van Community Services V 36 $ 35,056.38 2,287 2020 Ford F350 Animal Control Wagon Animal Control V 38 - 56,660 $ 150,000 2022 Ford F350 4X4 Truck Parks V 41 $ 39,958.78 2,593 $ 50,000 Replaced #23 in FY22-23 2022 Ford F350 4X4 Truck Streets V 44 $ 51,384.05 3,272 $ 70,000 2022 Ford F350 4X4 Truck Parks V 45 $ 39,958.78 4,000 $ 50,000 2023 Ford F150 4X4 Truck PW Inspector V 50 $ 55,976.75 $ 73,000 2023 Ford F150 4X4 Truck Code Compliance V 51 $ 55,976.75 $ 73,000 Replaced #10 2023 Ford F150 4X4 Truck Community Services V 52 $ 55,976.75 $ 73,000 2023 Chevy Bolt EV Town Hall Runner V 57 $ 34,676.63 $ 45,000 Replaced #61 2025 Freightliner M2 water truck Streets V 89 $ 185,972.55 Replace in 2040/2041 budget 2023 Ram 1500 Facilities V 63 $ 51,295.00 $ 73,000
2025 Ford F350 4X4 Truck Animal Control V 91 $ 134,884.01 2006 Ford E-350 SD AC Van V 94 $ 18,865.00 57,095 $ 65,000 2008 Ford E-350 SD Animal Control Wagon AC V 95 $ 43,924.00 163,605 $ 100,000 going to auction TOTALS $ 1,399,711.52 $ 167,000 $ 240,000 $ 75,000.00 $ - $ 135,000 $ 150,000 $ 75,000 $ 170,000 $ 337,000 $ 330,000
EQUIPMENT
Vehicle Description Type Veh# Mileage or Hours
Replacement Cost
25/26
Replacement Cost
26/27
Replacement Cost
27/28
Replacement Cost
28/29
Replacement Cost
29/30
Replacement Cost
30/31
Replacement Cost
31/32
Replacement Cost
32/33
Replacement Cost
33/34
Replacement Cost
34/35
Notes
2005 Lee Boy Sweep Pro (Street Sweeper) Streets E 2 $ 42,561.00 192-H $ 75,000 CARB Low Hour (200 hours a year) 2008 MSM3200 Mobile Stage Facilities E 6 $ 128,267.00 126-H Radar Trailer Streets E 9 $ - N/A
2024 Harper TV60 Turf Vac (Trailer) Parks E 10 $ 57,647.29 2008 Godwin GLT416 Emergency Light Trailer, S/N
#170251 Emergency E 12 $ 9,929.17 416-H
2008 Godwin GLT416 Emergency Light Trailer, S/N
#176252 Emergency E 13 $ 9,929.17 453-H
PBM Towable Sprayer 150 gallon RR-150-D252--PKG-1 Parks E 14 $ 8,754.69 2012 Sunray 490 Message Board Streets E 17 $ - N/A Replaced in 2024- going to auction 2005 Toro Reelmaster 3100-D (72" cut) Parks E 19 $ - 1530-H $ 60,000 2017 Case 570N-EP Skiploader Streets E 28 $ 91,205.00 1744-H $ 125,000 1993 Zieman Trailer Streets T 29 $ - N/A Replaced in 2024- going to auction 2017 Case 580 Super N Backhoe Streets E 30 $ 97,262.50 1126-H $ 135,000 1978 Designed Mobile System - DMSYS Com Svc E 31 $ - N/A 2019 Cub Cadet mower Parks E 34 252-H
2020 Inland Empire 5x10x6 enclosed trailer Recreations T 37 2021 Cub Cadet Tractor - Mower Deck Removed Tri-Valley Little League E 39 - 133-H Magline Trailer (paint trailer) Streets T 42 $ - N/A
2025 Honda GX630 AR-14H compaction roller Streets E 46 $ 26,487.60 2025 Interstate 5K tilt trailer Streets T 47 $ 4,804.90 1996 Whacker RD880V Roller Streets E 55 $ 13,400.00 496-H replaced in 2025 1996 Whacker T-4000 Trailer Streets E 56 $ 3,400.00 N/A replaced in 2025 2023 John Deere Gator Parks E 59 $ 17,268.67
2023 John Deere Gator Parks E 60 $ 17,268.66
1990 Clark GPX20 Fork Lift Yard E 62 $ 9,500.00 1772-H $ 40,000 1996 Kubota L2350DT Tractor Parks E 65 $ - 1547-H $ 35,000 CARB Low Hour (200 hours a year) 2023 Exmark Mower - 96" Parks E 66 $ 49,990.20
2023 Exmark Mower - 144" Parks E 67 $ 73,899.79
2025 BigTex 14LX14 Trailer Parks T 68 $ 11,726.35
2024 Globe GTTU202-38-26 20ton Tag-Along Trailer Streets T 69 $ 52,460.91 1995 Ditch Witch Model 1020H Parks E 70 -
1994 Ty-Crop MH-400 Top Dresser Parks E 71 - $ 45,000
2025 Wanco WVTM Message Board Trailer Streets E 72 $ 19,734.42 N/A Replace 35/36 2025 Wanco WVTM Message Board Trailer Streets E 73 $ 19,734.42 Replace 35/36 1999 Arrow Lite Arrowboard Trailer (7/99) Streets E 74 $ - N/A Replaced in 2024 - Going to auction 2025 Karcher Pressure Washer trailer Parks E 75 $ 17,886.95 Aerator - Ryan Parks E 77 $ - N/A $ 58,000
Tractor - Massey Ferguson 243 Parks E 78 $ 38,479.63 1593-H $ 45,000 CARB Low Hour (200 hours a year) BigTex 10CH-BKDT Car Hauler Parks T 79 $ 6,809.91 N/A Replaced #43 - 5/12/25 GEM Large Utility Yard E 81 $ - N/A
GEM Large Utility Yard E 82 $ - N/A
2004 Pro Paver Streets E 83 $ 74,990.00 1048-H $ 350,000 CARB Low Hour (200 hours a year) 2004 Stepp Tack Rig Streets E 84 $ 21,120.00 N/A $ 55,000 1999 Ingersoll Rand DD-24 Vibratory Roller Streets E 85 $ 16,262.00 1804-H $ 50,000 CARB Low Hour (200 hours a year) 2024 CAT 930M Wheel Loader (EIN# VP5W55) Streets E 87 $ 395,193.73 Replace in 2044/2045 budget 2025 CAT 140JOY Road Grader Streets E 88 $ 414,619.26 0-H Replace in 2045/2046 budget 2025 Toro Procore 1298 Aerator Parks E 90 $ 55,618.31
Emergency Generator PW Yard E 97 $ - 213-H
Emergency Generator Town Hall E 98 53-H
Emergency Generator Animal Shelter E 99 163-H
2025 Hyster H60A forklift Streets/Parks E 102 $ 36,394.60 $ 45,000 Required for ZEF by CARB Aerial man lift Parks E TBD $ 35,000
TOTALS $ 1,806,211.53 $ 143,000 $ 95,000 $ 45,000 $ 400,000 $ 55,000 $ 75,000 TOTAL VEHICLES AND EQUIPMENT $ 3,205,923.05 $ 310,000 $ 335,000 $ 120,000 $ 400,000 $ 190,000 $ 225,000 $ 75,000 $ 170,000 $ 337,000 $ 330,000 Sheet updated 11/13/2025
Mileage/Hours updated on 2-17-2023
Vehicles
Vehicle Description Dept. Assigned Type Veh# FY2020/2021 Maintenance
FY2020/2021
Repair
FY 2020/2021
Total
FY 14/15-20/21
Total
2001 Chevy 3500 Diesel Flatbed Street V 1 $ - $ - $ - $ - 2005 GMC Sierra Pickup Rusty V 4 $ - $ - $ - $ -
2004 Ford F-250 Crew Cab 4x4 Street V 7 $ - $ - $ - $ - 2006 Jeep Liberty Sport 4x4 TH Runner V 10 $ - $ - $ - $ - 2001 Chevy 1 Ton W/Utility Body Parks V 15 $ - $ - $ - $ - 2004 Ford Excursion 4x4 Emergency V 16 $ - $ - $ - $ -
2001 Chevy S-10 Pickup Facilities V 21 $ - $ - $ - $ -
2016 Ford F-350 Truck On Call V 22 $ - $ - $ - $ -
2006 Ford E350 12 Passenger Van Parks-Weekender V 23 $ - $ - $ - $ - Town Hall Pool Car *(NEW ADDITION) TH Pool Car V 24 $ - $ - $ - $ - Ford F250 Super Duty 4x4 *(NEW ADDITION) Recreation V 25 $ - $ - $ - $ - 2017 Freightliner Dump Truck 1085D Streets V 26 $ - $ - $ - $ - 2017 Ford F250 Super Duty 4x4 PW Inspector V 27 $ - $ - $ - $ - 2006 Jeep Liberty Sport 4x4 Pool Car V 46 $ - $ - $ - $ - 2005 Dodge Ram Pickup Parks V 47 $ - $ - $ - $ -
2006 Jeep Liberty Sport 4x4 Code Compliance V 61 $ - $ - $ - $ - 2005 GMC Animal Control Wagon AC V 72 $ - $ - $ - $ 5,105.63 2007 Ford F-350 SD Facilities V 93 $ - $ - $ - $ -
2006 Ford E-350 SD AC Van V 94 $ - $ - $ - $ 2,207.95
2008 Ford E-350 SD Animal Control Wagon AC V 95 $ - $ - $ - $ 11,485.83 Aerial man lift Parks V TBD $ - $ - $ - $ -
Water Truck E TBD $ - $ - $ - $ -
TOTALS $ - $ - $ - $ -
Equipment
Vehicle Description Type Veh# FY2018/2019
Maintenance
FY2018/2019
Repair
FY 2018/2019
Total
FY 14/15-18/19
Total
2005 Lee Boy Sweep Pro (Street Sweeper) Streets E 2 $ - $ - $ - $ - 2006 JCB 214-ELL Skiploader Streets E 5 $ - $ - $ - $ - 2008 MSM3200 Mobile Stage Facilities E 6 $ - $ - $ - $ - 1992 Big Tex Trailer (weekender) Streets E 11 $ - $ - $ - $ - 2008 Godwin GLT416 Emergency Light Trailer, S/N
#170251 Emergency E 12 $ - $ - $ - $ -
2008 Godwin GLT416 Emergency Light Trailer, S/N
#176252 Emergency E 13 $ - $ - $ - $ -
2012 Sunray 490 Message Board Streets E 17 $ - $ - $ - $ - 2014 Sunray 490 Message Board Streets E 18 $ - $ - $ - $ - 2005 Toro Reelmaster 3100-D (72" cut) Parks E 19 $ - $ - $ - $ - 2005 Toro Reelmaster 3100-D (85" cut) Parks E 20 $ - $ - $ - $ - 2017 Case 570N-EP Skiploader Streets E 28 $ - $ - $ - $ - 1993 Zieman Trailer Streets E 29 $ - $ - $ - $ -
2017 Case 580 Super N Backhoe Streets E 30 $ - $ - $ - $ - 1978 Designed Mobile System - DMSYS Com Svc E 31 $ - $ - $ - $ - Case 580K Backhoe (1989) Streets E 38 $ - $ - $ - $ -
1993 Toro Workman 3200 Parks E 40 $ - $ - $ - $ -
Magline Trailer (paint trailer) Streets E 42 $ - $ - $ - $ - Olath Trailer Parks E 43 $ - $ - $ - $ -
1994 Ingersol-Rand P100DWD Compressor Streets E 53 $ - $ - $ - $ - 1993 Toro Skid Sprayer Parks E 54 $ - $ - $ - $ -
1996 Whacker RD880V Roller Streets E 55 $ - $ - $ - $ - 1996 Whacker T-4000 Trailer Streets E 56 $ - $ - $ - $ - Clark GPX20 Fork Lift Yard E 62 $ - $ - $ - $ -
1996 Hydro-Tek SC30005V Pressure Washer Parks E 64 $ - $ - $ - $ - 1996 Kubota L2350DT Tractor Parks E 65 $ - $ - $ - $ -
1999 Arrow Lite Arrowboard Trailer (7/99) Streets E 74 $ - $ - $ - $ - 2001 Mower - Toro Reelmaster 5500-D Parks E 76 $ - $ - $ - $ - Aerator - Ryan Parks E 77 $ - $ - $ - $ -
Tractor - Massey Ferguson 243 Parks E 78 $ - $ - $ - $ - GEM Large Utility Yard E 81 $ - $ - $ - $ -
GEM Large Utility Yard E 82 $ - $ - $ - $ -
2004 Pro Paver Streets E 83 $ - $ - $ - $ -
Workman *(NEW ADDITION) Recreation E TBD $ - $ - $ - $ - Rotary Mower for Outlying Parks *(NEW ADDITION) Parks E TBD $ - $ - $ - $ - 2004 Stepp Tack Rig Streets E 84 $ - $ - $ - $ -
1999 Ingersoll Rand DD-24 Vibratory Roller Streets E 85 $ - $ - $ - $ - Tuff Vac 4000 - turf sweeper Parks E 86 $ - $ - $ - $ - 2005 CAT Loader (924G) Streets E 92 $ - $ - $ - $ -
2002 John Deere 770CH Road Grader Streets E 96 $ - $ - $ - $ - Emergency Generator PW Yard E 97 $ - $ - $ - $ -
Emergency Generator Town Hall E 98 $ - $ - $ - $ -
Emergency Generator Animal Shelter E 99 $ - $ - $ -
TOTALS $ - $ - $ - $ -
Item: 7.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Jared Jerome, Senior Planner, Shane Stueckle, Deputy Town Manager Date: March 26, 2026
Meeting Date: April 7, 2026
Subject: Professional Services Contract Proposal Amendment #2 - PlaceWorks - Yucca Trail Widening CEQA
Recommendation:
That the Town Council approves Amendment #2 to the professional services agreement with Placeworks, increasing from $111,359 to $178,794, and authorizes the Town Manager to execute the agreement between the Town of Yucca Valley and PlaceWorks, for the Yucca Trail Widening, in the amount not to exceed $178,794.
Prior Review:
On June 3, 2025, the Town Council approved the Placeworks proposal for the CEQA analysis required for the Yucca Trail Widening Project. Placeworks proposed to prepare an Addendum to the 2014 General Plan Update Environmental Impact Report (EIR), which totaled $99,688.
Discussion:
The Town must complete the California Environmental Quality Act (CEQA) review for all projects prior to making a commitment to a project. That requirement also applies to the Town’s Yucca Trail Widening Project.
During the CEQA review process, it was determined that additional biological analysis is required to complete the analysis and comply with State law and local mitigation requirements.
The additional tasks are provided below:
Subtask 2.5A: Focused Special-Status Plant Survey & Report - $10,868 Subtask 2.5B: Aquatic Resources Delineation Survey & Report - $15,620 Subtask 2.5C: Aquatic Resources Permit Applications & Agency Coordination - $19,800 Subtask 2.5D: Western Joshua Tree Inventory (NTE) - $21,148 In order to assist the Town with the required tasks identified above, PlaceWorks has provided a amended proposal with a revised total of $178,794.
Alternatives
None Recommended.
Fiscal Impact:
The Town Council approved the Placeworks proposal for the Yucca Trail CEQA analysis totaling $99,688. Amendment #1 was approved in the amount of $11,670, totaling $111,359. The total proposed contract amount for the CEQA analysis, inclusive of Amendment #2, will be $178,794.
A total of $197,600 is budgeted in the Adopted FY 24-26 Measure I Fund 524 Budget for the environment services and the additional contract service costs be accommodated by the adopted budget.
Attachments
1. Yucca Trail CEQA Contract Amendment No.2 Proposal
2. Yucca Trail CEQA Professional Services (Regular Prof Liability Insur) Agreement #2
3. Exhibit A - Fund 524 Measure I
March 19, 2026
Jared Jerome
Associate Planner
TOWN OF YUCCA VALLEY
Community Development Department
58928 Business Center Drive
Yucca Valley, CA 92284
Subject: PlaceWorks’ Contract Amendment No.2 for the Town of Yucca Valley Yucca Trail Widening Project
Transmitted via Email: [email protected]
Dear Jared Jerome:
This contract amendment includes the additional effort necessary to conduct biological field surveys required for California Environmental Quality Act (CEQA) compliance in support of the Town of Yucca Valley Yucca Trail Widening Project (proposed project).
Following completion of the Biological Resources Assessment, a preliminary literature review and initial field survey confirmed the occurrence of four special-status plant species and the presence of suitable habitat within the survey area, necessitating focused botanical surveys, an aquatic resources delineation, associated regulatory permitting support, and a western Joshua tree inventory. All tasks are scoped to the Yucca Trail alignment, which is anticipated to begin construction in July 2027.
The focused special-status plant survey must be conducted during the collective blooming period of the target species, tentatively set for March/April 2026. Authorization of this contract amendment is timesensitive to ensure the survey can be completed within this narrow window and avoid a full-season delay to the project schedule.
The details of additional work are presented in the following Scope of Work.
Scope of Work
TASK 1. PROJECT INITIATION AND PROJECT DESCRIPTION
No additional scope is requested at this time.
TASK 2. TECHNICAL STUDIES
Task 2.1 Air Quality, Energy, and Greenhouse Gas Emissions Technical Report (PlaceWorks) No additional scope is requested for this task at this time.
Task 2.2 Noise and Vibration Analysis (PlaceWorks)
No additional scope is requested for this task at this time.
March 19, 2026 | Page 2
Task 2.3 Cultural and Tribal Cultural Resources Study (PlaceWorks) No additional scope is requested for this task at this time.
Task 2.4 Transportation (Fehr & Peers)
No additional scope is requested for this task at this time.
Task 2.5 Biological Resources Assessment (Blackhawk Environmental) Additional scope and budget are requested under Task 2.5 to address biological survey requirements identified following completion of the initial Biological Resources Assessment. A preliminary literature review and field survey confirmed the presence of four special-status plant species (in addition to western Joshua tree), suitable aquatic habitat, and the potential need for regulatory agency permitting. The following subtasks address these requirements for the Yucca Trail alignment only.
Subtask 2.5A Focused Special-Status Plant Survey and Report Since the survey area includes land conducive to the presence of special-status plant species, focused special-status plant surveys—performed in accordance with California Native Plant Society (CNPS) Botanical Survey Guidelines—will be required for CEQA compliance. A preliminary literature review and initial field survey confirmed the occurrence of four special-status plant species in the vicinity of the survey area and the presence of suitable habitat onsite.
One survey pass of all accessible portions of the survey area will be conducted during the collective blooming period of all target species (tentatively March/April 2026), followed by preparation of a focused special-status plant survey report. A team of two qualified botanists will perform the survey. Prior to initiating fieldwork, Blackhawk Environmental will visit known populations of the target species in similar habitat conditions to assess current-year growth conditions and phenology. Assuming detection of target species is possible, Blackhawk Environmental will conduct a complete transect-based survey of all accessible areas, with transects spaced to ensure 100 percent coverage. Surveyors will compile a species list, document plant communities and habitat types, and map all special-status plant species locations using a GPS unit with accuracy of less than three meters horizontal root mean squared. California Natural Diversity Database (CNDDB) Native Species Field Survey Forms will be completed for each detection.
Following completion of the field survey, a focused special-status plant survey report will be prepared using a Blackhawk Environmental template. The report will include a project description, biological setting description and vegetation map, detailed methodology, survey results and dates, significance discussion, species list, field forms and CNDDB forms (if used), and botanist qualifications. A draft report will be provided within 45 days of field survey completion. Two rounds of consensus comments will be addressed before final submittal, with the final report delivered within two weeks of receipt of comments.
Deliverable(s)
» Draft and Final Focused Special-Status Plant Survey Report » CNDDB Native Species Field Survey Forms (as applicable) » GPS data files for all special-status plant species locations Subtask 2.5B Yucca Trail Aquatic Resources Delineation Survey and Report Where potentially jurisdictional aquatic features are present within the Yucca Trail project site, a fieldbased aquatic resources delineation survey will be conducted by Blackhawk Environmental biologists and
March 19, 2026 | Page 3
wetland scientists. The scope includes a literature review of aquatic resources in the project vicinity (including the National Wetlands Inventory [NWI], National Hydrography Dataset [NHD], USDA Web Soil Mapper, USGS topographic maps, and current and historic aerial imagery), ESRI ArcGIS Field Maps database setup, vegetation mapping of the entire delineation footprint, characterization of existing conditions and vegetation communities, representative photographs and photo log, and—where necessary—a formal aquatic resources delineation survey following current USACE, Regional Water Quality Control Board (RWQCB), and California Department of Fish and Wildlife (CDFW) protocols. All accessible portions of the survey area will be evaluated.
Vegetation communities will be mapped and quantified within and adjacent to impact areas to a 30-foot buffer. The biologists and wetland scientists will assess the project site and its 30-foot buffer for potentially jurisdictional waters of the USACE, RWQCB, and CDFW. Where potentially jurisdictional waters or wetlands are identified, survey efforts will follow the USACE Wetland Delineation Manual (1987), the Arid West Supplement (USACE 2008), the Minimum Standards for Acceptance of Aquatic Resources Delineation Reports (USACE, March 16, 2017), and the Updated Map and Drawing Standards for the South Pacific Division Regulatory Program (USACE, February 10, 2016). All vegetation types and soil sampling pits will be analyzed using dominant species wetland indicator status (USDA 2018). Suspected non-wetland jurisdictional areas will be evaluated for definable channels, ordinary high-water mark (OHWM), and connectivity to a Traditionally Navigable Waterway (TNW) or Relatively Permanent Waterway (RPW). Up to 10 wetland/paired upland soil pits are assumed within the survey area, each with a USACE Arid West Wetland Determination Data Form.
Where aquatic resources are identified, Blackhawk Environmental will prepare a formal Aquatic Resources Delineation Report (ARDR) to address evaluation requirements of USACE, RWQCB, and CDFW. The report will determine whether the project requires permit authorization for proposed impacts to Waters of the U.S., Waters of the State, streambeds, wetlands, or riparian habitats. One round of consensus comments will be incorporated from the draft to the final report.
Deliverable(s)
» Draft and Final Aquatic Resources Delineation Report (ARDR) » GIS shapefiles/geodatabase or KMZ/KML files of all aquatic resource boundaries and data points » Completed OHWM and wetland delineation datasheets
» ORM Bulk Upload Aquatic Resource or Consolidated Excel spreadsheet Subtask 2.5C Yucca Trail Aquatic Resources Permit Application Packages and Agency Coordination RWQCB – Waste Discharge Requirement Permit
Because it is assumed that Waters of the U.S. are absent from the project site, a Section 404 Permit from USACE will not be required, and therefore a Section 401 Water Quality Certification would also not be required. Blackhawk Environmental will prepare a Waste Discharge Requirement (WDR) permit application package for submittal to the Lahontan Regional Water Quality Control Board (RWQCB). The package will include a cover letter, application form, ARDR, BLTR, impact tables, maps, BMPs, engineering plans, and other required attachments. This task does not include permit application fees.
March 19, 2026 | Page 4
CDFW – Section 1602 Lake or Streambed Alteration Agreement A Section 1602 Lake or Streambed Alteration Agreement will be required from CDFW for impacts to CDFW jurisdictional features and habitat. Blackhawk Environmental will prepare a complete permit application package following all relevant agency guidelines, including a cover letter, Notification forms, JDR, Biological Resources Report, impact tables, maps, engineering drawings, proof of CEQA compliance, hydrological studies (if needed), and other required attachments. It is assumed that CEQA compliance documents will be prepared by the Client and provided to Blackhawk Environmental for inclusion in the application materials. This scope does not include preparation of CEQA documents or permit application fees.
Agency and Project Coordination
Blackhawk Environmental will provide support with regulatory agencies for data requests, coordination meetings, or site visits as needed to support permit approvals. Time is included for coordination and regular meetings with the Client and as-needed support for developing a mitigation strategy.
Deliverable(s)
» RWQCB Waste Discharge Requirement (WDR) Permit Application Package » CDFW Section 1602 Lake or Streambed Alteration Agreement Application Package » Agency coordination meeting support and correspondence Subtask 2.5D Yucca Trail Western Joshua Tree Inventory
This subtask involves a census of western Joshua trees (Yucca brevifolia; WJT) within the Yucca Trail project area as part of the environmental review process and in support of project coordination with CDFW under the Western Joshua Tree Conservation Act (WJTCA). CDFW defines the census area based on the extent of project-related ground disturbance, including access, staging, and construction areas. The census area is estimated to encompass approximately 26 acres along the proposed roadway alignment, including approximately 300,000 square feet of dense Joshua tree woodland. The remainder of the survey area consists of roadside areas, disturbed ground, and developed parcels where Joshua trees may occur intermittently. Based on regional density observations and preliminary review of the corridor, the census is anticipated to include approximately 500–1,000 WJT stems, though final counts may vary depending on field conditions and access.
Tree Inventory and Mapping
A WJT census will be conducted within the defined survey area in accordance with current CDFW census protocols. The scope includes field inventory of all WJT stems within the census area, identification of all stems as separate individuals per current CDFW protocol, mapping of inventoried trees over aerial imagery, photo documentation of representative site conditions, data collection consistent with CDFW census requirements, and preparation of ITP application Sections 4–7 only (the Town or PlaceWorks is responsible for submitting the full application with all required materials). Tree locations will be documented using handheld GPS tools and digital field data collection software. Backup photo documentation will also be collected to support field records.
March 19, 2026 | Page 5
Cost Structure and Assumptions
The scope assumes documentation of approximately 500 to 1,000 western Joshua tree stems within the defined survey area. The level of effort may vary depending on actual stem counts, site access, and field conditions.
Additional services beyond the scope described above (e.g., expansion of the survey area, response to agency comments, or revisions to inventory materials) will be performed upon written authorization.
Access to private property requires written right-of-entry from property owners or coordination through the project team; areas without granted access will be excluded from the inventory. Agency review timelines, determinations, and enforcement decisions are outside Blackhawk’s control. This scope does not include CEQA documentation, full ITP application preparation, mitigation fee calculations or payments, construction monitoring, public meetings or hearings, restoration or landscape design plans, post-approval monitoring or reporting, or printed reports.
Deliverable(s)
» Western Joshua tree census field data and GPS-mapped tree locations » Aerial imagery with inventoried tree locations mapped » Photo documentation of representative site conditions and inventoried trees » Data collection chart consistent with CDFW census requirements » ITP Application Sections 4–7
TASK 3. EIR ADDENDUM PREPARATION
No additional scope is requested for this task.
TASK 4. MEETINGS AND HEARING PARTICIPATION
No additional scope is requested for this task.
TASK 5. PROJECT MANAGEMENT
No additional scope is requested for this task.
Cost Estimate
As shown in Table 1, Cost Estimate, the cost for the contract amendment is $67,435. The total contract value, inclusive of the approved budget and Contract Amendment No. 1, will be $178,794 upon authorization.
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Table 1. Cost Estimate
Task
Approved
Contract
Requested
Contract
Amendment
No.2
Total (Approved
+ Contract
Amendment
No.2)
Labor
Task 1. Project Initiation and Project Description — — —
1.1 Kick-off Meeting and Project Schedule $2,480 — $2,480
1.2 Project Description $6,700 — $6,700
Task 2. Technical Studies — — —
2.1 Air Quality, Energy & GHG Emissions $8,499 — $8,499
2.2 Noise and Vibration Analysis $10,718 — $10,718
2.3 Cultural & Tribal Cultural Resources Study $1,310 — $1,310
2.4 Transportation $20,630 — $20,630
2.5 Biological Resources Assessment $18,410 — $18,410
New Subtask 2.5A Focused Special-Status Plant Survey &
Report — $10,868 $10,868
New Subtask 2.5B Aquatic Resources Delineation Survey & Report — $15,620 $15,620
New Subtask 2.5C Aquatic Resources Permit Applications & Agency Coordination — $19,800 $19,800
New Subtask 2.5D Western Joshua Tree Inventory (NTE) — $21,148 $21,148 Task 3. Addendum Preparation — — —
3.1 Administrative Draft EIR Addendum $20,630 — $20,630
3.2 Final EIR Addendum $3,105 — $3,105
3.3 Mitigation Monitoring and Reporting Program $1,475 — $1,475
3.4 Notice of Determination $1,358 — $1,358
Task 4. Meetings and Hearing Participation — — —
4.1 Meetings $1,830 — $1,830
4.2 Hearings $4,980 — $4,980
Task 5. Project Management $7,775 — $7,775
Subtotal – Labor $109,900 $67,435 $177,335
Reimbursable Expenses
Task 2.2 Noise Reimbursables Expenses $1,159 — $1,159
Miscellaneous Copies, Postage, Mileage $300 — $300
Subtotal – Reimbursable Expenses $1,459 — $1,459
GRAND TOTAL $111,359 $67,435 $178,794
March 19, 2026 | Page 7
Sincerely,
PLACEWORKS
Nicole Vermilion
Principal
RIV #4846-1017-2118 v1 // 2021 (August 2023) REG-LIA-INS
AGREEMENT FOR SERVICES
By and Between
TOWN OF YUCCA VALLEY
and
PLACEWORKS
AMENDMENT #2
PROJECT
YUCCA TRAIL WIDENING PROJECT
TOWN PROJECT NO.: 7074
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e | 1
AGREEMENT FOR SERVICES
BETWEEN THE TOWN OF YUCCA VALLEY AND
PLACEWORKS
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 PlaceWorks (“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 direct solicitation 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.
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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 therefore. 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 Sixty Seven Thousand Four Hundred Thirty Five Dollars ($67,435.00) (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:
Miles Barker Project Manager
(Name) (Title)
Nicole Vermilion Principal
(Name) (Title)
Kara L Kosel Vice President, Finance
(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 a 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.
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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:
Brooke Dudra, 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.
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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
___________________________________
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___________________________________
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___________________________________
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”
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |A-1
SCOPE OF SERVICES
I. Consultant will perform the following Services:
A. Subtask 2.5A Focused Special-Status Plant Survey & Report B. Subtask 2.5B Aquatic Resources Delineation Survey & Report C. Subtask 2.5C Aquatic Resources Permit Applications & Agency Coordination D. Subtask 2.5D Western Joshua Tree Inventory (NTE)
II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the Town:
A. Subtask 2.5A Focused Special-Status Plant Survey & Report B. Subtask 2.5B Aquatic Resources Delineation Survey & Report C. Subtask 2.5C Aquatic Resources Permit Applications & Agency Coordination D. Subtask 2.5D Western Joshua Tree Inventory (NTE)
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. Miles Barker - Project Manager
B. Nicole Vermilion - Principal
C. Kara L. Kosel – Vice President, Finance
EXHIBIT “B”
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |B-1
SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
EXHIBIT “C”
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |C-1
SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:
RATE TIME SUB-BUDGET
A. Subtask 2.5A
Focused SpecialStatus Plant
Survey & Report
$10,868 __________ __________
B. Subtask 2.5B
Aquatic Resources
Delineation
Survey & Report
$15,620 __________ __________
C. Subtask 2.5C
Aquatic Resources
Permit
Applications &
Agency
Coordination
$19,800 __________ __________
D. Subtask 2.5D
Western Joshua
Tree Inventory
(NTE)
$21,148 __________ __________
II. A retention of ten percent (10%) shall be held from each payment as a contract retention to be paid as part of the final payment upon satisfactory completion of services.
III. 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.
IV. 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.
EXHIBIT “C”
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |C-2 V. The total compensation for the Services shall not exceed Sixty Seven Thousand Four Hundred Thirty Five Dollars ($67,435.00) as provided in Section 2.1 of this Agreement.
VI. The Consultant’s billing rates for all personnel are attached as Exhibit C-1.
EXHIBIT “E”
RIV #4846-1017-2118 v1 // 2021 (August 2023) P a g e |E-1
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. Subtask 2.5A Focused Special-Status Plant Survey & Report B. Subtask 2.5B Aquatic Resources Delineation Survey & Report C. Subtask 2.5C Aquatic Resources Permit Applications & Agency Coordination D. Subtask 2.5D Western Joshua Tree Inventory (NTE)
E.
III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.
524 - Measure I - 2010 Unrestricted Amended Year-End Amended Projected Budget Actual Budget Actual
RECEIPTS
Revenue SANBAG 2010 Unrestricted $ 850,000 $ 986,568 $ 850,000 $ 925,000 Interest 10,000 13,796 10,000 12,000
TOTAL RECEIPTS 860,000 1,000,363 860,000 937,000
EXPENDITURES
Personnel 364,800 332,746 372,700 372,700
TOTAL EXPENDITURES 364,800 332,746 372,700 372,700
CAPITAL OUTLAY
Work in Progress 1,918,600 235,679 2,408,355 2,408,355
TOTAL CAPITAL OUTLAY 1,918,600 235,679 2,408,355 2,408,355
OPERATING TRANSFERS IN (OUT)
Transfer IN (OUT) - Fund 536 487,094 484,839 - -
TOTAL OPERATING TRANSFERS IN (OUT) 487,094 484,839 - -
INCREASE (DECREASE) IN
FUND BALANCE (936,306) 916,778 (1,921,055) (1,844,055)
BEGINNING FUND BALANCE 1,279,096 1,279,096 2,195,874 2,195,874 ENDING FUND BALANCE $ 342,790 $ 2,195,874 $ 274,818 $ 351,818 Amended Year-End Amended Amended
524 - Measure I - Unrestricted Budget Actual Budget Budget Work in Progress Detail
Salaries 225,500 196,365 230,000 230,000
Salaries - Overtime 9,000 4,090 9,000 9,000
Standby 3,500 2,710 4,000 4,000
FICA Medicare 3,000 3,143 3,200 3,200
Health Care 56,500 54,035 58,000 58,000
Workers' Comp 7,500 6,015 7,800 7,800
Life & Disability 1,500 1,763 1,500 1,500
Unemployment Insurance 4,300 3,509 4,500 4,500
Retirement 50,000 57,105 50,500 50,500
OPEB 4,000 4,010 4,200 4,200
Indirect Cost Recovery
Personnel Total 364,800 332,746 372,700 372,700
Indirect Cost Recovery 50,000 50,000 50,000 50,000
Median Maintenance 65,000 61,215 65,000 65,000
Street Lights 62,000 57,409 62,000 62,000
Signal Maintenance Contract - - - -
Annual Traffic Census 12,600 11,435 12,600 12,600
SB743 Traffic Study - - 9,500 9,500
Traffic Studies 50,000 49,875 - -
Congestion Management Plan - - 4,000 4,000
Palm Avenue Widening & Parking Lot 150,000 1,248 148,752 148,752 Yucca Mesa Widening -Buena Vista Intersection 100,000 2,097 417,903 417,903 Yucca Trail Widening -Palomar to La Contenta 200,000 2,400 197,600 197,600 Package A Crack Seal 1,229,000 - 1,229,000 1,229,000
Package C Crack Seal - - 212,000 212,000
1,918,600 235,679 2,408,355 2,408,355
2025-26
2025-26
2024-25
2024-25
Town of Yucca Valley
FY 2026-28 Proposed Budget
Special Revenue Funds
Item: 8.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: March 30, 2026
Meeting Date: April 7, 2026
Subject: Resolution No. 26-XX Updating Assessment Engineer’s Reports for Previously Formed Street & Drainage and Landscape and Lighting Maintenance Assessment Districts Recommendation:
That the Town Council adopts the Resolution, ordering preparation of the annual assessment district engineer’s reports, describing any new improvements or any substantial changes to the existing improvements, within the existing assessment districts.
Prior Review:
There has been no prior review of this item. The Town Council previously approved the formation of Landscape & Lighting and Street & Drainage Maintenance Districts. Annual levies must be updated and approved by the Town Council pursuant to State law.
Discussion:
Development projects are approved subject to Conditions of Approval that require the formation of maintenan The assessment of an annual fee upon properties within the District provides the revenue to offset the cost of California Streets and Highways Code §22620 et. seq. with respect to Landscape and Lighting Districts and Gove to the levy of any annual assessment on properties within an assessment district.
The tentative schedule for the annual update of the assessment districts which is prepared based on informatio April 7, 2026: Town Council direction of preparation of an assessment engineer’s report describing any new im April 21, 2026: Town Council 1) preliminarily approving the engineering reports for the existing assessment dist Highway, Yucca Valley, CA 92284 pursuant to California Streets and Highways Code Sections 22552 and 22553 a May 19, 2026: Town Council public hearing and approval of the levy of assessments upon real property within e July 1, 2026: Deadline for submission of preliminary notice of assessments to San Bernardino County.
August 10, 2026: Deadline for submission of final notice of assessments to San Bernardino County.
September 1, 2026: Last day for submission of corrections to San Bernardino County.
The Town has formed seven (7) Assessment Districts that are described as follows:
TRACT MAP 16957:
Location: 800 feet south of Joshua Drive on the east side of Acoma Trail.
No. of Lots: Thirty-four (34) residential lots.
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street and Drainage Maintenance District;
2. Landscape and Lighting Act of 1972; Landscape and Lighting Maintenance District; TRACT MAP 16587:
Location: Northeast corner of Acoma Trail and Zuni Trail.
No. of Lots: Fifty-five (55) residential lots.
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street and Drainage Maintenance District;
2. Landscape and Lighting Act of 1972; Landscape and Lighting Maintenance District;
TRACT MAP 17328:
Location: Southwest corner of Emerson Avenue and Yucca Trail.
No. of Lots: Seventeen (17) residential lots.
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street and Drainage Maintenance District;
2. Landscape and Lighting Act of 1972; Landscape and Lighting Maintenance District; TRACT MAP 17455:
Location: East of the Avalon Avenue on the south side of SR62.
No. of Lots: Five (5) commercial parcels.
Map Recorded: Yes
District Type:
1. Benefit Assessment Act of 1982; Street and Drainage Maintenance District; The proposed maximum annual assessments, and the recommended annual assessments, are as follows.
The Town’s community facilities districts will be brought before the Town Council as a separate agenda item
.
Alternatives
No alternatives are recommended.
Fiscal Impact:
The assessment on properties within the assessment districts provides revenue to offset the cost of maintenance of public improvement to serve the development project. The engineering
reports set forth the “Maximum Allowable Assessment” for each parcel.
Attachments
1. RESOLUTION NO 26-XX
2. LLMD1 and SDMD1 All Benefit Zones Audit Maps
RESOLUTION NO 26-XXX
A RESOLUTION OF THE TOWN COUNCIL, OF THE TOWN OF YUCCA VALLEY, CALIFORNIA, CAUSING AN ENGINEER’S REPORT TO BE PREPARED FOR ASSESSMENTS TO BE LEVIED WITHIN EXISTING ASSESSMENT DISTRICTS DURING THE 2026-2027 TAX YEAR WHEREAS, the Town Council directs staff to prepare a preliminary engineer’s report in the formation of the following assessment districts pursuant to Streets and Highways Code Section 22565 et. seq., and Government Code Section 54716 and Section 4(b) of Article 13D of the Constitution of the State of California:
Street and Drainage Maintenance District No. 1 and Landscape and Lighting Maintenance District No. 1, both districts comprised of Tract Map 16957; Street and Drainage Maintenance District No. 1, Annexation No. 1, Zone 2 and Landscape and Lighting Maintenance District No. 1 Annexation No. 1, Zone 2, both districts comprised of Tract Map 16587;
Street and Drainage Maintenance District No. 1, Annexation No. 2, Zone 3 and Landscape and Lighting Maintenance District No. 1, Annexation No. 2, Zone 3, both districts comprised of Tract Map 17328;
Street and Drainage Maintenance District No. 1, Annexation No. 4, Zone 5, comprised of Parcel Map 17455; and
WHEREAS, the improvements in the aforementioned Landscape and Lighting Maintenance Districts include regular maintenance, repair and replacement of all facilities within the public rights-of-ways or easements which shall include, but not be limited to, the landscaping, irrigation system, signage, perimeter wall, retaining walls, pedestrian path and erosion control plantings within or adjacent to the detention basins and drainage swale; operation, maintenance, repairs, replacement of and power for the street lighting; Regular maintenance, repair and replacement of the landscape parkway strip and street trees; regular maintenance, repair and replacement of landscaping within public rights-of-ways or easements, and perimeter walls, including graffiti removal; regular maintenance, repair and replacement of pedestrian pathways, within the public rights-of-ways or easements; and administrative services to operate the District; and
WHEREAS, the improvements, maintenance and operation of streets, roads and highways in the aforementioned Street and Maintenance Districts Maintenance shall include but not be limited to pavement rehabilitation, restriping, slurry sealing, signing, street sweeping, traffic control devices and other repairs needed to keep the streets in a safe condition and to preserve the street network; and
WHEREAS, maintenance and operation of drainage and flood control facilities, including but not limited to floodways, channels, percolation pond, storm drain systems including pipes and catch basins and appurtenant facilities; and administrative services to operate the district; and
NOW, THEREFORE, BE IT RESOLVED THAT THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA DOES RESOLVE AS FOLLOWS:
The Town Council of the Town of Yucca Valley directs the preparation of the engineer’s report to be prepared and filed with the Town Clerk for submission to the Town Council for the following assessment districts for the fiscal year commencing July 1, 2026, and ending June 30, 2027:
Street and Drainage Maintenance District No. 1 and Landscape and Lighting Maintenance District No. 1, both districts comprised of Tract Map 16957; Street and Drainage Maintenance District No. 1, Annexation No. 1, Zone 2 and Landscape and Lighting Maintenance District No. 1 Annexation No. 1, Zone 2, both districts comprised of Tract Map 16587;
Street and Drainage Maintenance District No. 1, Annexation No. 2, Zone 3 and Landscape and Lighting Maintenance District No. 1, Annexation No. 2, Zone 3, both districts comprised of Tract Map 17328;
Street and Drainage Maintenance District No. 1, Annexation No. 4, Zone 5, comprised of Parcel Map 17455.
APPROVED AND ADOPTED this 7th day of April 2026.
_______________________________
MAYOR
ATTEST:
_______________________________
TOWN CLERK
APPROVED AS TO FORM:
_______________________________
TOWN ATTORNEY
CARLYLE DR
ACOMA TRL
TAMARISK AVE
SMOKE TREE DRIV
PALO VERDE TRAI
CHURCH ST
DESERT WILLOW TRAI
PRIMROSE DRIV
ACOMA CT
BONANZA DR
TAMARISK PL
DESERT GOLD DR
LEGEND
LEVIED (34 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (1 PARCELS)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\LLMD1 BZ 1.mxd; Map Date 02 Oct 2024 0 I
400 800
Feet
TOWN OF YUCCA VALLEY
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT No.1 BZ 1
Levy Audit Map - Fiscal Year 2025-2026 Source: San Bernardino Co. GIS, 2024 Tract Map 16957
LANDSCAPE AND LIGHTING MAINTENANCE
DEER TRL
CIBOLA TRL
MOUNTAIN VIEW TRL ACOMA TRL
JOSHUA DR
ZUNI TRL
CHURCH ST
BANNOCK TRL
NAVAJO TRL
CHEROKEE TRL
TAOS TRL
NEZ PERCE TRL
LEGEND
LEVIED (55 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (1 PARCELS)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\LLMD1 BZ 2.mxd; Map Date 02 Oct 2024 0 I
500 1,000
Feet
TOWN OF YUCCA VALLEY
Source: San Bernardino Co. GIS, 2024
Levy Audit Map -
DISTRICT No.1 BZ 2
Fiscal Year 2025-2026
Tract Map 16587
ALABA AVE
YUCCA TRL
EMERSON AVE
BALS
A
AVE
HANFORD AVE
ARCADIA TRL
LA
H
ABRA
AVE
VICTORIA AVE
FRONTERA AVE
LEGEND
LEVIED (17 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (1 PARCELS)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\LLMD1 BZ 3.mxd; Map Date 02 Oct 2024 0 I
400 800
Feet
TOWN OF YUCCA VALLEY
Source: San Bernardino Co. GIS, 2024
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT No.1 BZ 3
Levy Audit Map - Fiscal Year 2025-2026
Tract Map 17328
CARLYLE DRIV
CHOLLA COUR
CHURCH ST
ACOMA TRL
CARLYLE DR
SMOKE TREE DRIV
PALO VERDE TRAI
DESERT WILLOW TRAI
PRIMROSE DRIV
DESERT GOLD DR
LEGEND
LEVIED (34 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (1 PARCEL)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\SDMD1 BZ 1.mxd; Map Date 02 Oct 2024 0 I
250 500
Feet
TOWN OF YUCCA VALLEY
STREET AND DRAINAGE MAINTENANCE DISTRICT No.1 BZ 1
Levy Audit Map - Fiscal Year 2025-2026 Source: San Bernardino Co. GIS, 2024 Tract Map 16957
STREET AND DRAINAGE MAINTENANCE DISTRICT No.1 BZ 2
CIBOLA TRL
MOUNTAIN VIEW TRL
ZUNI TRL
ACOMA TRL
CHURCH ST
BANNOCK TRL
BORREGO TRL
NAVAJO TRL
NEZ PERCE TRL
LEGEND
LEVIED (55 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (01PARCELS)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\SDMD1 BZ 2.mxd; Map Date 02 Oct 2024 0 I
500 1,000
Feet
TOWN OF YUCCA VALLEY
Levy Audit Map - Fiscal Year 2025-2026
Source: San Bernardino Co. GIS, 2024
Tract Map 16587
YUCCA TRL
EMERSON AVE
HANFORD AVE
BALSA AVE
ARCADIA TRL
ALABA AVE
FRONTERA AVE
LEGEND
LEVIED (17 PARCELS)
NOT LEVIED (0 PARCELS)
EXEMPT (1 PARCEL)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\SDMD1 BZ 3.mxd; Map Date 02 Oct 2024 0 I
250 500
Feet
TOWN OF YUCCA VALLEY
STREET AND DRAINAGE MAINTENANCE DISTRICT No.1 BZ 3
Levy Audit Map - Fiscal Year 2025-2026 Source: San Bernardino Co. GIS, 2024 Tract Map 17328
PAXTON RD
PALISADE DR
ALLEY ALY
INDIO AVE
AVALO
N
AVE
DEL M
O
N
TE AVE
GOLETA AVE
TWENTYNINE PALMS HWY
LIN
D
A LEE D
R
RICHARD DR
TWENTYNINE PALMS(ORI HWY
BONITA AVE
29 PALMS HWY
LEGEND
LEVIED (5 Parcels)
NOT LEVIED (0 Parcels)
EXEMPT (0 Parcels)
DISTRICT BOUNDARY
M:\GIS-Assessment\Audit_Maps\FY_2425\Town of Yucca Valley\SDMD1 BZ 5.mxd; Map Date 02 Oct 2024 0 I
500 1,000
Feet
TOWN OF YUCCA VALLEY
STREET AND DRAINAGE MAINTENANCE DISTRICT No.1 BZ 5
Levy Audit Map - Fiscal Year 2025-2026 Source: San Bernardino Co. GIS, 2024 ·|}þ62
Tract Map 17455
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 30, 2026
Meeting Date: April 7, 2026
Subject: Amendment 2 to Agreement with EcoFert for System Installation and Services - Phase II Irrigation Water Use Reduction
Recommendation:
That the Town Council approves Amendment 2 to the 2022 agreement with EcoFert Inc., for a two (2) year extension (from July 1, 2026, through June 30, 2028) of the soil fertility and water conservation solutions and equipment maintenance of the irrigation/fertilization system at nine (9) Town parks for the additional amount of $57,528.00 and authorizes the Town Manager to sign Amendment #2.
Prior Review:
At July 16, 2024, the Town Council approved Amendment 1 to the 2022 agreement with EcoFert Inc., for a two (2) year extension (from July 1, 2024, through June 30, 2026) of the soil fertility and water conservation solutions and equipment maintenance of the irrigation/fertilization system at nine (9) Town parks for the additional amount of $50,160.00 and authorized the Town Manager to sign the amendment.
At the June 21, 2022, Town Council meeting, the Town Council approved the agreement with EcoFert Inc., for the installation of an irrigation/fertigation system, soil fertility and water conservation solutions and equipment maintenance for the period of two (2) years from July 1, 2022, through June 30, 2024, in the amount of not to exceed $85,450.00 and authorizing the Mayor, Town Manager, and Town Attorney to sign the agreement.
At the Town Council meeting on March 15, 2022, the Town Council received and filed the utility analysis - Phase I of the Parks Turf Reduction Study and provided feedback and direction to staff.
Discussion:
Amendment 2 will extend the term of the July 1, 2022, Agreement and Amendment 1 with EcoFert an additional two years until June 30, 2028. The maximum agreement total amount will
increase by $57,528.00, the cost of services for the additional two years.
Amendment 1 extended the term of the July 1, 2022, agreement with EcoFert an additional two years until June 30, 2026. The maximum agreement total amount increased by $50,160.00, the cost of rate increases for the additional two years.
Based on increasing water irrigation rates and expansion of the Town’s sports field facilities, the total costs of water irrigation, long term, are significant. Evaluation of alternative natural turf types and the use of water retention chemicals were evaluated to address long term costs.
Historical water irrigation costs, as well as water cost projections, based upon the understanding of upcoming HDWD water rate increases, are projected to reach nearly $350,000.00 annually by FY2027-2028.
The study from RHA Landscape Architects Planners Inc., presented to Town Council on March 15, 2022, provided a comprehensive analysis of water irrigation and identified some alternatives to achieve water irrigation reduction. The alternatives evaluated included the following:
• Irrigation System installation (EcoFert) including fertilizer and water retention products. • Conversion of grass areas to Desert Landscape
• Conversion of Natural Turf to Synthetic Turf
• Evaluation of Natural Turf Alternatives
Staff evaluated the proposed alternatives and determined that the installation of the irrigation system including fertilizer and water retention products was the most viable solution for the Town to reduce water irrigation and expenses while waiting for additional water sources, such as a non-potable water system.
EcoFert Inc. installed nine (9) systems, performed annual soil testing to determine the best soil fertility program on each park, provided equipment maintenance services, and provided fertilizer and water reduction solutions for a period of two (2) years from July 1, 2022, through June 30, 2024. The location and description of each system follows:
Park Description
Tri-Valley Little League System to be housed within light pole fenced area Brehm I Requires electrical installation approximately 150 feet Brehm II Replace and install at same location of the existing system Community Center (Zone 1) Installation near Town Hall (Covers casual/ornamental areas) Community Center (Zone 2) Solar powered attached to light pole (fields) Community Center (Zone 3) Requires electrical installation approximately 100 feet (fields) Essig Park Only 1 system – A 2nd system will be considered for the dog park.
Machris Park Power source near the water source.
Paradise Park Power source requires to tie into power at light pole The total cost of installation was a one-time investment of $38,650.00 and included EcoFert
systems and electrical installations. The cost of fertilizer and water conservation solutions was $23,400.00 per year for a total of $46,800.00 for the contract period of two (2) years. The system and solutions benefits are:
• Elimination of the cost of most granular fertilizer applications • Elimination of the cost of labor to apply granular fertilizers • Elimination of water needed to “water in” granular fertilizers • Lower water usage
• Healthier soils.
Alternatives
If contract is not amended, water irrigation will run without the Soil Fertility Program and Water Conservation Solutions. Staff would have to spread granulated fertilizer and dispense commercially available water conservation solutions.
Fiscal Impact:
Property Acres Current Monthly
Cost
FY2026-2027
Monthly Cost*
FY2027-2028
Monthly Cost
Tri-Valley Little League 2.5 $265.00 $287.50 $300.00
Brehm 1 4.1 $435.00 $471.50 $492.00
Brehm 2* 2.3 $225.00 $264.50 $276.00
Community Center 1 2.2 $235.00 $253.00 $264.00
Community Center 2 2.5 $265.00 $287.50 $300.00
Community Center 3 1.6 $175.00 $184.00 $192.00
Essig 2.2 $235.00 $253.00 $264.00
Machris 1.8 $195.00 $207.00 $216.00
Paradise 1.2 $130.00 $138.00 $144.00
Totals 20.4 $2,160.00 $2,346.00 $2,448.00
Annual Amount $25,920.00 $28,152.00 $29,376.00
Two-year (FY26-27 & FY27-28) additional total amount: $57,528.00 *When the YV Aquatic & Recreation Center comes online in 2026, the area of Brehm II water irrigation will increase by 0.2 acres from 2.1 to 2.3 acres.
Annual Soil Fertility Program and Water Conservation Solution Cost The cost of the Soil Fertility Program and Water Conservation Solution is $115.00 per acre per month in FY26/27 and $120.00 per acre per month in FY27/28. The total area of turf maintained by the Parks Department is 20.4 acres*, and EcoFert will provide fertilizer and water conservation solutions and maintenance services to the system for all parks.
The cost of this service was $23,400.00 per year, for a total of $46,800.00 for the initial Agreement period of two (2) years. It increased by $50,160.00 to a total of $96,960.00 for the
two-year extension (Amendment 1), plus the one-time installation cost for a total contract amount of $135,610.00.
Total Contract Amount through June 30, 2028
Ecofert system installation (one-time cost) $38,650.00
FY 22/23 soil fertility program and water conservation solution $23,400.00 FY 23/24 soil fertility program and water conservation solution $23,400.00 Total amount of July 1, 2022, Agreement $85,450.00
FY 24/25 soil fertility program and water conservation solution $24,240.00 FY 25/26 soil fertility program and water conservation solution $25,920.00 Total amount of July 1, 2022, Agreement & July 2024, Amendment 1 $135,610.00 FY 26/27 soil fertility program and water conservation solution $28,152.00 FY 27/28 soil fertility program and water conservation solution $29,376.00 Total amount of July 1, 2022, Agreement &
July 2024, Amendment 1, and July 2026, Amendment 2
$193,138.00
The total contract amount shall not exceed $193,138.00 and will be funded with Measure Y funds Park and Recreation Improvements.
Attachments
1. draft Amendment 2 Eco-Fert July 1 2022 Agreement
2. Fully executed EcoFert Agreement 7 1 2022
3. EcoFert Amendment 1 to July 2022 Agreement 7 16 2024-Fully Exec
4. 07_16_2024 Minutes pg 3 Amendment 1
5. 06_21_2022 Minutes pg 4 EcoFert agreement
6. 03_15_2022 Phase I irrigation study
7. EcoFert proposal FY 26-27 to FY 28-29
AMENDMENT 2
TO THE AGREEMENT FOR SERVICES DATED JULY 1, 2022,
BY AND BETWEEN TOWN OF YUCCA VALLEY AND ECOFERT
FOR IRRIGATION AND FERTILIZATION SERVICES
This amendment (hereinafter referred to as the "AMENDMENT") to an agreement (hereinafter "AGREEMENT") is made and entered into this 7
th day of April, 2026, by and between the Town of
Yucca Valley (hereinafter "TOWN"), and EcoFert (hereinafter "CONTRACTOR"), sometimes referred to individually as the "PARTY" and collectively as "PARTIES", for irrigation and fertilization services in nine parks within the Town of Yucca Valley .
RECITALS
A. OnJuly1,2022,theTOWNandtheCONTRACTOR enteredintoanAGREEMENT for irrigation and fertilization services in the amount of $85,450.00 for the term of two years from July 1, 2022, through June 30, 2024.
B. On July 16, 2024, the Town Council approved Amendment 1 to the 2022 agreement with EcoFert Inc., for a two (2) year extension (from July 1, 2024, through June 30, 2026) of the soil fertility and water conservation solutions and equipment maintenance of the irrigation/fertilization system at nine (9) Town parks for the additional amount of $50,160.00 and authorized the Town Manager to sign the amendment.
TERMS
1. “Article 2.2 Contract Sum” ofthe original AGREEMENT ishereby amended to read as follows:
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 Hundred Ninety-Three Thousand One Hundred Thirty-Eight Dollars ($193,138.00) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1.8.
2. "Article 3.4Term" ofthe original AGREEMENT ishereby amended to read as follows:
Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until June 30, 2028, except as otherwise provided in the Schedule of Performance (Exhibit "D").
3. "EXHIBIT “C" ofthe original AGREEMENT is hereby amended to read as follows:
EXHIBIT "C"
SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:
EcoFert system installation (one-time cost) $38,650.00
FY 22/23 soil fertility program and water conservation solution $23,400.00 FY 23/24 soil fertility program and water conservation solution $23,400.00 Total amount of July 1, 2022, Agreement $85,450.00
FY 24/25 soil fertility program and water conservation solution $24,240.00 FY 25/26 soil fertility program and water conservation solution $25,920.00 Total amount of July 1, 2022, Agreement & July 2024, Amendment 1 $135,610.00 FY 26/27 soil fertility program and water conservation solution $28,152.00 FY 27/28 soil fertility program and water conservation solution $29,376.00 Total amount of July 1, 2022, Agreement &
July 2024, Amendment 1, and July 2026, Amendment 2 $193,138.00 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 forthe Services performed upon submission of a valid invoice. Each invoice is to include:
A. Line itemsfor all personnel describing the work performed, the number of hours worked, and the hourly rate.
B. Line items for all materials and equipment charged to the appropriate Service.
C. Line itemsfor all other approved reimbursable expenses claimed, with supporting documentation.
D. Line itemsfor all approved subcontractor labor,supplies, equipment, materials, and travel properly charged to the Services.
IV. The total compensation for the Services shall not exceed One Hundred Ninety-Three Thousand One Hundred Thirty-Eight Dollars ($193,138.00) as provided in Section 2.1 ofthis Agreement.
.
SIGNATURE PAGE TO
AMENDMENT 2
TO THE AGREEMENT FOR SERVICES DATED JULY 1, 2022,
BY AND BETWEEN TOWN OF YUCCA VALLEY AND ECOFERT
FOR IRRIGATION AND FERTILIZATION SERVICES
IN WITNESS WHEREOF, the parties hereto have executed this Amendment 2 on the date first herein above written.
TOWN OF YUCCA VALLEY ECOFERT
___________________________ ___________________________ Curtis Yakimow, Town Manager Lou Franson, President
ATTEST
___________________________
Brooke Dudra, Town Clerk
AGREEMENT FOR SERVICES
By and Between
TOWN OF YUCCA VALLEY
and
ECOFERT, INC
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AGREEMENT FOR SERVICES
BETWEEN THE TOWN OF YUCCA VALLEY AND
ECOFERT, INC
THIS AGREEMENT FOR SERVICES (herein" Agreement") is made and entered into this 1 day of July, 2022 by and between the Town of Yucca Valley, a general law city ("Town") and EcoFert, Inc. ("Consultant"). Town and Consultant are sometimes hereinafter individually referred to as "Party" and hereinafter collectively refen-ed to as the "Parties").
RECITALS
A. Town has sought, by issuance of a Request for Proposal or Invitation for bids, the performance of the services defined and described paiticularly in Article I of this Agreement.
B. Consultant, following submission of a proposal or bid for the perfmmance 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 Patties desire to fom1alize 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 pa1iicularly 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 I.SERVICES OF CONSULTANT
1.1 Scope of Services.
In compliance with all tenns 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 refe1Ted to herein as the "services" or "work" hereunder. As a material inducement to the Town entering into this Agreement, Consultant represents and wa1Tants 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 perfonning 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 films perfonning 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 perfonnance 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 infonn 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.
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1. 7 Further Responsibilities of Paities.
Both parties agree to use reasonable care and diligence to perfonn 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.
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 te1ms and conditions of this Agreement, if any, which are made a pait 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.
2.1 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, "constmction" includes work performed during the design and preconstmction phases of constmction including, but not limited to, inspection and land surveying work.
RIV #4846-1017-2118 vi // 2021
2.2 Contract Sum.
Subject to any limitations set fmth 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 Eighty Five Thousand Four Hundred and Fifty Dollars ($85,450.00) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1.8.
2.3 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) conh·act 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 pait of any audit of the Town, for a period of three (3) years after final payment under the Agreement.
2.4 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 necessaiy 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.
2.5 Invoices.
Each month Consultant shall furnish to Town an original invoice for all work performed and expenses incurred during the preceding month in a fonn 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 incmTed 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 RIV #4846-1017-2118 vl // 202]
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 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.
2.6 Waiver.
Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work perfonned 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 Perforn1ance.
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 perfonnance 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 Tem1.
Unless earlier tenninated 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 two (2) RIV#4846-1017-2118vl // 2021
years from the date hereof, except as otherwise provided m the Schedule of Performance (Exhibit "D").
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:
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(Name)
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(Title)
D,�. Bwcf ucf {:)eu
(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 perfonn 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 tenn 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 persons 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 otheiwise 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 RIV#4846-1017-2118vl // 2021
YUCCA VALLEY TOWN COUNCIL MINUTES July 16, 2024
6. Approve the Annual Special Districts Administration Contract Services and Special Tax Consulting; Approval of 2024 Agreement with Webb Municipal Finance, LLC.
MOTION:
Authorize the Town Manager to enter into a professional service agreement with Webb Municipal Finance, LLC., in substantial conformance to the Town' sstandard professional services agreement, to provide annual Assessment District management and preparation services and special tax consulting in an amount not to exceed $ 200, 00. for the four (4) fiscal -year period of July 1, 2024 through June 30, 2028.
7. Approve the Amendment No. 1 to Contract with Eco- Fert for System Installation and Services - Phase II, Soil Fertility Program and Water Conservation Solutions.
MOTION:
Approve Amendment 1 to the 2022 agreement with Eco- Fert Inc., for a two ( 2) year extension ( from July 1, 2024, through June 30, 2026) of the soil fertility and water conservation solutions and equipment maintenance of the irrigation/ fertilization system at nine ( 9) Town parks for the additional amount of $ 50, 160. 0, for a total contract value of $ 135, 610, and authorize the Town Manager to sign the amendment.
8. Approve the Authorization to Purchase Replacement Fleet Equipment, Purchase New Equipment and Declare Vehicles and Equipment as Surplus MOTION:
Authorize and approve, pursuant to Chapter 3. 12, the purchase in the amount not to exceed $ 52, 460. 91, to Globe Trailer Mfg., Inc. for purchasing TAG -A -LONG, 20 -TON Trailer SOURCEWELL 092922- GLB, replacement of unit #29; the purchase in the amount not to Exceed $ 57, 647. 29 to TORO/URF STAR WESTERN to purchase one ( 1) Turbo Vac TV60REEng Driven Base as a new equipment; declare Unit # 29, 1993 Zieman Trailer and a 2003 Ford Explorer " Citizen On Patrol" vehicle as surplus, and approve the sale of surplus vehicles and equipment, authorizing the Town Manager to auction/ sell the vehicles through a public bidding/ auction process or through disposition through auto dismantling services; and authorizes the Town Manager or designee to execute all vehicles and equipment purchase paperwork and the sale of the surplus vehicles and equipment.
9. Approve the Treasurer' sReport for the Quarter Ending June 30, 2024 MOTION:
Receive and file the Treasurer' sReport for the fourth quarter of FY2023- 24.
10. Approve the AB1234 Reporting Requirements
MOTION:
Receive and file the AB1234 Reporting Requirement Schedule for the month of June 2024.
11. Approve the Ratification of Warrant Registers
MOTION:
Ratify the Payroll Registers totaling $243, 814.0 dated June 07, 2024, and $ 317,61. 65 dated June 21, 2024; and ratify the Warrant Registers totaling $ 1, 790, 449. 80dated June 07, 2024, and $ 2, 035, 271. 00dated June 21, 2024.
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YUCCA VALLEY TOWN COUNCIL MINUTES June 21, 2022
10. Adopt the Resolution 22- 36; Authorization to Bid for Construction, Little League Drive Pedestrian Improvements; Town Project No. 8970- 2021 Active Transportation Program ( ATP) Grant Project No. ATPL- 5466( 024).
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA,
APPROVING PLANS, SPECIFICATIONS AND ESTIMATES FOR THE CONSTRUCTION OF
LITTLE LEAGUE PEDESTRIAN IMPROVEMENTS IN SAID TOWN AND AUTHORIZING AND DIRECTING THE TOWN CLERK TO ADVERTISE AND RECEIVE BIDS.
MOTION:
Adopt Resolution No. 22- 36, approving plans, specification and estimates for the construction of Little League Pedestrian Improvements Project, Town Project No. 8970- 2021, Active Transportation Program ( ATP) Grant Project No. ATPL- 5466( 024); and authorizes the Town Clerk to advertise and receive bids.
11. Approve the Phase II Irrigation Water Use Reduction - Award of Contract with Eco- Fert for System Installation and Services
MOTION:
Approve the contract agreement with Eco- Fert Inc., for the installation of an irrigation/ fertigation system, soil fertility and water conservation solutions and equipment maintenance for the period of two ( 2) years from July 1st, 2022, through June 30, 2024, in the amount of not to exceed $ 85, 450, and authorizing the Mayor, Town Manager and Town Attorney to sign the agreement.
12. Approve the Waste Disposal Agreement ( WDA) Amendment # 8 MOTION:
Approve the Eighth Amendment to the Waste Disposal Agreement between the Town of Yucca Valley and the County of San Bernardino dated May 5, 1998.
13. Approve the Second Amendment to the Contract for Southwest Networks, Inc.
MOTION:
Approve the Second Amendment to the contract with Southwest Networks, Inc. for information technology managed services, extending the contract term through December 31, 2022 and increase the not -to -exceed amount to $ 90, 000 for FY 22/3and authorize the Town Manager to sign all related documents in a form approved by the Town Attorney.
14. Approve the Investment Policy for Fiscal Years 2022-4 MOTION:
Review and approve the FY 2022-4 Investment Policy
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YUCCA VALLEY TOWN COUNCIL MINUTES March 15, 2022
Council Member Drozd stated he likes the overall conceptual plan, the inclusion of public restrooms, and being dog friendly area, but expressed concern on the use of shade sails with local winds.
Council Member Abel would like to see parking moved closer to the highway and move the amphitheater further away from the highway and suggested to include space for pop- up type businesses such as permanent structures or cargo containers used in an interesting manner.
Mayor Pro Tem Denison like the idea for gather space that is not a parking lot and expressed architecture or sound walls could be used to minimize noise. Denison explained he would like to see Yucca Trail used for the main access point.
Mayor Schooler thanked Mr. Grove for the presentation and emphasized parking is a highlight and driver of the project. Buses and RVs should be accommodated. The project needs to support what is already being done in a grassroots manner in this area. Public restrooms are important and agrees with Council Member Abel in reducing the amount of turf area. Schooler continued to explain trees and shaded areas are important, as well as benches, picnic tables, and a multi -use area.
Town Manager Yakimow thanked the Town Council for the discussion and requested a few priorities to assist with potential project phasing.
Council Member Drozd: amphitheater, restrooms, small dog park area, small grass area, low water use landscaping
Mayor Pro Tem Denison: parking, restrooms, gathering area, and vendor area with utilities
Council Member Lombardo: parking, restrooms, vendor area with utilities, shade structure, and artificial turf
Council Member Abel: parking, restrooms, amphitheater, low maintenance, a security element, structure for pop ups as a potential revenue source Mayor Schooler: parking, restrooms, amphitheater, shade with creative landscaping, and an opportunity to close off streets for events
RESULT: NO MOTION MADE
9. Phase I Irrigation Water Use Reduction Study, Synthetic Sports Fields Turf Analysis Public Works Director Baldizzone presented the staff report for the first phase of an irrigation study. Town Manager Yakimow offered additional thoughts on the community' suse of the public grassy areas.
Dave, RHA Landscape Architects spoke of a variety of ways to reduce water use.
Deputy Town Manager Stueckle explained current measures the Town is taking for reducing water usage.
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YUCCA VALLEY TOWN COUNCIL MINUTES March 15, 2022
Town Manager Yakimow commented on a potential long- term solution by using non - potable water and will continue dialog with Hi Desert Water District.
Mayor Schooler opened public comments.
Jennifer Cusack, Yucca Valley spoke as a Tri- Valley Little League rep and reported on current league registration numbers and the use of dirt fields, as grass areas are limited.
With no other members of the public wishing to speak, Mayor Schooler closed public comments.
Mayor Pro Tem Denison commented on the increase of turf areas over the years and the high- level of use they receive. Denison is in favor of staff' continued dialog with Hi Desert Water for the potential use of non -potable water when it becomes available.
Council Member Lombardo expressed that using ways to reduce electrical use is also important and could possibly help offset the water cost increases to some degree. Turf fields are important for the community and sees the need for correct fertilization for water absorption and retention.
Council Member Abel thanked staff for always watching for cost reductions and agrees that turf fields should be a priority, but possibly reduce passive grass areas.
Council Member Drozd spoke in favor of the use of real grass instead of artificial grass.
Mayor Schooler noted the Town' sgrass areas are relatively low compared to other cities and having turf is a quality -of -life issue. Reducing 20% is unrealistic. Over the years, the Town has installed state of the art technology and focused on turf maintenance.
Schooler expressed he is not afraid of using synthetic turf but is not sure if any costs savings would be realized due to replacement and maintenance. Using reclaimed water is an interesting concept but would need additional discussion on irrigation systems.
Schooler cautioned on removing all passive grass areas as they are a gathering area for families.
RESULT: NO MOTION MADE
10. Contract with Tripepi Smith for SB 1383 Marketing
Senior Management Analyst Rice presented the staff report requesting the approval of a contract with Tripepi Smith to assist the Town with public outreach and marketing for required SB 1383 compliance in the community.
Mayor Schooler opened public comments. With no members of the public wishing to speak, public comments were closed.
51P, £e
Item: 10.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Curtis Yakimow, Town Manager
Date: April 1, 2026
Meeting Date: April 7, 2026
Subject: San Bernardino County Transportation Authority (SBCTA) Measure I 3.0 Continuation Expenditure Plan.
Recommendation:
It is recommended that the Town Council review and adopt Resolution No. 26-XX approving the San Bernardino County Transportation Authority (SBCTA) Measure I 3.0 Continuation Expenditure Plan.
Prior Review:
Measure I, originally passed by voters in 1989 and renewed in 2004, is a critical foundation of transportation funding in San Bernardino County and the Town of Yucca Valley. Over its lifespan, it has leveraged a significant amount of state and federal funds for the region. The current measure (Measure I 2.0) expires on April 1, 2040, and to ensure long-term stability for multi-decade projects SBCTA has developed a Continuation Expenditure Plan.
Discussion:
The San Bernardino County Transportation Authority (SBCTA) is seeking to place a Measure on the November 3, 2026, ballot to continue the existence of the one-half of one percent (0.5%) transactions and use tax, known as Measure I. To qualify for the ballot under California Public Utilities Code 180206, the proposed Expenditure Plan must be approved by the County Board of Supervisors and a majority of the cities representing a majority of the population residing in incorporated areas.
Measure I 3.0 represents a strategic shift from previous plans (Measure I 2.0) by removing the 2040 sunset date, allowing the tax to continue until ended by voters, and consolidating funding into three core categories: Local Mobility (70%), Regional Mobility (20%), and Operations (10%).
The Measure I 2.0 expenditure plan divides funding into specific categories to prevent the commingling of funds:
• Local Streets Program: Flexible “pass through” funds sent directly to the Town for local paving.
• Major Local Highway Program: Funds for local highways SR 247 and SR 62. • Specialized Transit: Dedicated funding for senior and disabled transit services.
Town of Yucca Valley Utilization of Previous Measure I Funds Measure I has been instrumental to the Town of Yucca Valley’s ability to complete major transportation infrastructure projects, including:
• Town wide streets and major arterial pavement improvements • Yucca Trai widening and improvements
• Onaga trail improvements
Measure I 3.0
The Measure I 3.0 Continuation Expenditure Plan proposes a restructure of how countywide Measure I and San Bernardino Valley Subarea funds are categorized and prioritized, compared to the current Measure I 2.0 (2010–2040) plan.
The proposed Measure I 3.0 Continuation Expenditure Plan (Exhibit A) establishes the framework for the administration and distribution of an estimated $7.5 billion in new transportation revenue over the first 30 years. The plan is designed to be a permanent funding source, providing long-term fiscal stability for transportation infrastructure needs throughout the county.
The plan has several key elements which are outlined below:
Return To Source: This section of the plan represents an overarching “fairness” rule that mandates revenues generated from each specified subarea within San Bernardino County must be expended on projects of direct benefit to that subarea after deduction of required CDTFA fees, funds dedicated for the Interregional Mobility Expenditure Plan, and authorized administrative costs. Decisions on how revenues for certain project categories are expended within the Subareas will be made by the Board of Directors, based upon recommendation of local representatives.
The Interregional Mobility Expenditure Plan: Where “Return to Source” ensures local control, the Interregional Mobility Expenditure Plan addresses infrastructure that crosses subarea boundaries or connects San Bernardino County to the broader state transportation network. Three (3) percent (%) of the revenue generated across all San Bernardino County subareas will be reserved in advance of all other Measure I allocations specifically for the Interregional Mobility Expenditure Plan. This component will provide resources for the planning and implementation of projects and programs that provide critical infrastructure to communities such as Yucca Valley impacted by regional motorist, tourism, interregional travel, and goods movement and support evacuation planning, bolster emergency response capabilities, improve primary evacuation routes, and fund transit-related evacuation needs.
Regional Impacts
Mountain/Desert Area: The Mountain/Desert area will include the following subareas: (1) The North Desert Subarea, which includes the City of Barstow and surrounding unincorporated areas; (2) The
Colorado River Subarea, which includes the City of Needles and the surrounding unincorporated areas of the East Desert; (3) The Morongo Basin Subarea, which includes the City of Twentynine Palms, Town of Yucca Valley, and surrounding unincorporated areas
Mountain/Desert Expenditure Plan. In that area described as the Mountain/Desert area, the following Expenditure Plan requirements apply.
1. State and Federal Transportation Funds. A proportional share of projected state and federal transportation funds are reserved for use solely within the Mountain/Desert Subareas.
2. Local Mobility 70%. Local priorities that focus on local roadway, bikeway, and sidewalk construction, repair, and maintenance for improved localized movement. Includes pass through for local priorities such as: local street widening & rehabilitation, potholes, grade separations, sidewalks, bike lanes, and streetlights. Allocations to local jurisdictions shall be based upon population (50 percent) and tax generation (50 percent). Population calculations shall be based upon the most current State Department of Finance estimates for January 1 of each year.
Estimates of unincorporated population within each Subarea shall be determined by the County Planning Department, reconciled with the State Department of Finance population estimate. Tax generation calculations shall be based upon CDTFA data.
Upon initial collection of revenue, each local jurisdiction shall reserve 5% of allocated revenue in a special account to be expended on active transportation projects. Eligible active transportation projects may include, at the discretion of the local jurisdiction, but are not limited to, bicycle and pedestrian projects and costs for associated studies or plans. If, after at least ten years of revenue collection, the local jurisdiction’s governing body makes a finding that the reserve for active transportation projects is no longer necessary, and the Authority Board of Directors subsequently approves the finding, then all Local Mobility funds allocated to the jurisdiction may be used for any eligible purpose.
Local Mobility projects are defined as local street and road construction, repair, and maintenance and other eligible local transportation priorities. Except as set forth herein, Local Mobility funds can be used flexibly for any eligible transportation purpose determined to be a local priority, including local roads, major streets, state highway improvements, transit, including but not limited to, fare subsidies and service enhancements for seniors and persons with disabilities, and other improvements/programs to maximize use of transportation facilities. Expenditure of Local Mobility funds shall be based upon a Five-Year Plan adopted annually by the governing body of each local jurisdiction after being made available for public review and comment. Local Mobility funds shall be disbursed to local jurisdictions upon receipt of the annually adopted Five-Year Plan. The locally adopted Five-Year Plans shall be consistent with other local, regional, and state transportation plans.
100. Regional Mobility 20%. Regional priorities that focus on goods movement, transit, managed lanes, congestion management, and emerging transportation technologies to enhance regional moveme nt and include: highway improvements, bus and passenger rail (capital and rehabilitation), corridors, interchanges, environmental mitigation, traffic management systems (freeway service patrol and air quality strategies), planning and project development, and emerging transportation technology.
Revenue collected within each Subarea will be reserved in a special account to be expended on Regional Mobility projects of benefit to the Subarea. Regional Mobility projects are defined as major streets and highways serving as primary routes of travel within the Subarea, which may include State highways.
Regional Mobility Projects funds can be used to leverage state and federal funds for transportation projects and to perform advance planning/project reports. Expenditure of Regional Mobility funds are approved by the Authority Board of Directors, based upon a recommendation of Subarea representatives and the Mountain/Desert Policy Committee. If, after five years of revenue collection and every five years thereafter, the local representatives and the Mountain/Desert Policy Committee make a finding that Regional Mobility funds are not required for improvements of benefit to the Subarea, then revenue in the Regional Mobility category may be returned to local jurisdictions within the Subarea. Such return will be allocated and expended based upon the formula and requirements established in the Local Mobility category.
500. Operations 10%. Resourcing the operational costs for providing mobility services via rail, transit, senior and specialized services, first/last mile connections, ride sharing, and safety support functions. Decisions on how Operations funds are expended will be made by the Authority Board of Directors, based upon recommendation of Subarea representatives and the Mountain/Desert Policy Committee and/or Transit Committee. Funding priorities shall be given to maintaining core services across all modes of mobility services.
The Authority Board of Directors, based upon the recommendation of Subarea representatives and the Mountain/Desert Policy Committee, may provide additional funding beyond 10% upon a finding that such increase is required to address unmet transit needs of the Subarea. All increases above the 10% initial revenue collected for the Operations category shall come from the Local Mobility category of the Subarea.
Mountain/Desert Policy Committee. The Mountain/Desert Policy Committee of the Authority shall remain in effect and provide oversight of the implementation of the Mountain/Desert Expenditure Alternatives
Council may elect to forgo approval of the SBCTA Measure I 3.0 Continuation Expenditure Plan.
Fiscal Impact:
Approval of the SBCTA Measure I 3.0 Continuation Expenditure Plan has no direct fiscal impact to the City.
Attachments
1. RESOLUTION NO 26- SBTCA Measure I 3.0
2. Town-of-Yucca-Valley-Measure-I-Projects
3. Measure I 3.0 Expenditure Plan (Member Agency Review)
RESOLUTION NO. 26-
RESOLUTION OF THE TOWN COUNCIL OF YUCCA VALLEY, STATE OF CALIFORNIA,
APPROVING THE EXPENDITURE PLAN FOR THE EXPENDITURE OF REVENUES IN
SAN BERNARDINO COUNTY EXPECTED TO BE DERIVED FROM THE PROPOSED
CONTINUATION OF MEASURE I
WHEREAS, the voters of San Bernardino County passed Measure I in November 1989 and renewed it in 2004, authorizing San Bernardino Associated Governments, acting as the San Bernardino County Transportation Authority, to impose a one-half of one percent transactions and use tax for transportation improvements, applicable in the incorporated and unincorporated territory of the County of San Bernardino, through April 1, 2040; and WHEREAS, Measure I has provided funding for numerous transportation projects, including freeways, local roads, major streets, interchanges, the Metrolink commuter train system, public buses, traffic signals, and more; and
WHEREAS, the imposition of the one-half of one percent transactions and use tax is set to expire in 2040; and
WHEREAS, San Bernardino County Transportation Authority, after engagement with private sector stakeholders and city and County representatives, has prepared an Expenditure Plan for the revenues expected to be derived from the proposed continuation of Measure I, which is anticipated to be placed on the November 3, 2026, ballot, to extend the existing one-half of one percent transactions and use tax beyond April 1, 2040 and remain in effect until ended by voters; and
WHEREAS, the proposed Expenditure Plan for the continuation of Measure I is attached hereto as Exhibit 1 and incorporated by reference; and
WHEREAS, if approved by the voters, the Measure I would continue the collection of a one-half of one percent sales tax and generate an estimated $7.5 billion in its first 30 years for local transportation projects; and
WHEREAS, if approved by the voters, the continuation of Measure I would not institute a new tax, but continue the existing one-half of one percent sales tax for transportation after April 1, 2040 and remain in effect until ended by voters; and
WHEREAS, revenues raised from the continuation of Measure I would remain in San Bernardino County and could not be redirected or otherwise allocated by the state or federal government; and
WHEREAS, Measure I would provide a long-term funding source to help fight traffic congestion; improve local streets, major roads and highways; and enhance San Bernardino County’s
economy by providing construction-related jobs, manufacturing jobs, and an effective transportation system to meet the needs of residents and the business community, while maintaining independent audits, citizen oversight, public spending disclosure, and local control over how funds are used; and
WHEREAS, Public Utilities Code section 180206 requires that the Measure I Continuation Expenditure Plan be approved by the County Board of Supervisors and a majority of the cities representing a majority of the population residing in incorporated areas.
NOW, THEREFORE, BE IT RESOLVED that the Town Council of Yucca Valley, State of California, hereby approves the Measure I Continuation Expenditure Plan developed by the Board of Directors of the San Bernardino County Transportation Authority (Exhibit 1).
APPROVED AND ADOPTED this 7th day of April, 2026.
______________________________________
MAYOR
ATTEST:
___________________________________
TOWN CLERK
APPROVED AS TO FORM:
___________________________________
TOWN ATTORNEY
MEASURE I
SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY
BY THE NUMBERS
Promises Made — Promises Kept
When the voters of San Bernardino County overwhelmingly approved the Measure extension in 2004, it came with a commitment by SBCTA to deliver on the promises of a better transportation system.
That promise has been kept as the agency
continues to offer more choices for
how we move to and through our
beautiful county.
Measure I has participated in the delivery of
projects in a wide range of its programs, totaling
$2.9 billion, with Measure I contributing
$682 million.
More than $700 Million
has been returned to local
jurisdictions for projects like
sidewalks, pothole repairs, and
improved signalization
at intersections.
* Statistic based on job impact numbers from
USDOT, and revenue generated by Measure I
since 2010.
909.884.8276 San Bernardino County Transportation Authority 1170 W. Third Street, San Bernardino, CA 92410 www.goSBCTA.com $2.5
Billion
generated for
projects and
programs
32,500
Jobs
Supported by Measure I*
$700M
Local
Improvements
Active Transportation
Freeways
$2.9
Billion
Regional
Infrastructure
Improvements
Interchanges
Transit
Double Track
Grade Separations
YUCCA VALLEY
• Townwide Streets and Major Arterials
Pavement Improvements
• Traffic Signal Maintenance
• Congestion Management Plan (CMP)
• State Route 62 Median Maintenance
• Palm Avenue Widening Project
• Yucca Mesa Road / Buena Vista Drive
Intersection Improvements
• Yucca Trail Widening
- Palomar Avenue to La Contenta Road
- Sage Avenue to La Contenta Road
• Onaga Trail Improvements
• Sunnyslope Drive Improvements
M E A S U R E I
Measure I is a half-cent sales tax that supports
transportation projects in San Bernardino County. This
funding supports critical street, road and transit projects.
Some examples of past, present and future Measure I
projects in the Town of Yucca Valley:
Exhibit A
Transportation Expenditure Plan
Revenue Estimates and Distribution. Allocation of revenue authorized by Ordinance No. 26-1 is established within this Expenditure Plan. Funds shall be allocated by percentage of the actual revenue received. An estimate of revenues and allocation among categories for the first 30 years is $7.5 billion. The estimated revenue is based upon 2026 value of money and is not binding or controlling.
Return to Source. After deduction of required CDTFA fees, funds dedicated for the Interregional Mobility Expenditure Plan and authorized administrative costs, revenues generated from each specified Subarea within San Bernardino County will be expended on projects of direct benefit to that Subarea.
Revenues will be accounted for separately for each Subarea and then allocated to specified project categories. Decisions on how revenues for certain project categories are expended within the Subareas will be made by the Authority Board of Directors, based upon recommendation of local representatives.
Subarea Identification. The San Bernardino Valley Subarea will include the cities of Chino, Chino Hills, Colton, Fontana, Grand Terrace, Highland, Loma Linda, Montclair, Ontario, Rancho Cucamonga, Redlands, Rialto, San Bernardino, Upland and Yucaipa and unincorporated areas in the east and west portions of the San Bernardino valley urbanized area. The Mountain/Desert area will include the following subareas: (1) The North Desert Subarea, which includes the City of Barstow and surrounding unincorporated areas; (2) The Colorado River Subarea, which includes the City of Needles and the surrounding unincorporated areas of the East Desert; (3) The Morongo Basin Subarea, which includes the City of Twentynine Palms, Town of Yucca Valley, and surrounding unincorporated areas; (4) The Mountain Subarea, which includes the City of Big Bear Lake and surrounding unincorporated areas of the San Bernardino Mountains; and (5) the Victor Valley Subarea, which includes the Cities of Adelanto, Hesperia, and Victorville; the Town of Apple Valley; and surrounding unincorporated areas including Wrightwood.
Contribution from New Development. No revenue generated from the tax shall be used to replace the fair share contributions required from new development as further described in Section 8 of the Ordinance.
Requirement for Annual Financial and Compliance Audits of Measure Funds. The San Bernardino County Transportation Authority shall undergo a biennial financial audit, and each local jurisdiction receiving an allocation of Measure revenue authorized in this Expenditure Plan shall undergo an annual financial audit, with all audits to be performed in accordance with generally accepted auditing standards and government auditing standards issued by the Comptroller General of the United States. Compliance audits also shall be conducted to ensure that each agency is expending funds in accordance with the provisions and guidelines established for Measure revenue including compliance with Maintenance of Effort provisions
The Interregional Mobility Expenditure Plan. Upon initial collection of revenue, 3% of the revenue generated across all San Bernardino County subareas will be reserved in advance of other allocations specified in this plan, in an account for the Interregional Mobility Expenditure Plan. The Interregional Mobility Expenditure Plan will provide resources for the planning and implementation of projects and programs that provide critical infrastructure to communities impacted by regional motorist, tourism, interregional travel, and goods movement. This program will help plan and deliver critical infrastructure improvements, such as enhancements in the Cajon Pass and other key corridors, that address congestion,
enhance mobility, improve safety, and strengthen resilience. It will also support evacuation planning, bolster emergency response capabilities, improve primary evacuation routes, and fund transit-related evacuation needs. In addition, the program will be available to address unexpected infrastructure damage resulting from natural or human-caused disasters, ensuring rapid recovery and the restoration of essential interregional mobility.
San Bernardino Valley Subarea Expenditure Plan. In that area described as the San Bernardino Valley Subarea, and referred to herein as the Valley Subarea, project categories shall be established as specified below. The San Bernardino Valley Subarea Expenditure Plan is illustrated in Figure A.
A. State and Federal Transportation Funds. A proportional share of projected state and federal transportation funds shall be reserved for use solely within the Valley Subarea.
B. Local Mobility 25%. Local priorities that focus on local roadway, bikeway, and sidewalk construction, repair, and maintenance for improved localized movement. Includes pass through for local priorities such as: local street widening & rehabilitation, potholes, grade separations, sidewalks, bike lanes, streetlights, and quiet zones. Allocations to local jurisdictions shall be on a per capita basis using the most recent State Department of Finance population estimates for January 1, with the County's portion based upon unincorporated population in the Valley Subarea. Estimates of unincorporated population within the Valley Subarea shall be determined by the County Planning Department, reconciled with the State Department of Finance population estimate for January 1 of each year.
Upon initial collection of revenue, each local jurisdiction shall reserve 5% of allocated revenue in a special account to be expended on active transportation projects. Eligible active transportation projects may include, at the discretion of the local jurisdiction, bicycle and pedestrian projects and costs for associated studies or plans. If, after at least ten years of revenue collection, the local jurisdiction’s governing body makes a finding that the reserve for active transportation projects is no longer necessary, and the Authority Board of Directors subsequently approves the finding, then all Local Mobility funds allocated to the local jurisdiction may be used for any eligible purpose.
Local Mobility projects are defined as local street and road construction, repair, and maintenance and other eligible local transportation priorities. Except as set forth herein, Local Mobility funds can be used flexibly for any eligible transportation purpose determined to be a local priority, including local streets, major highways, state highway improvements, transit, and other improvements/programs to maximize use of transportation facilities. Expenditure of Local Mobility funds shall be based upon a Five-Year Plan adopted annually by the governing body of each local jurisdiction after being made available for public review and comment. Local Mobility funds shall be disbursed to local jurisdictions upon receipt of the annually adopted Five-Year Plan. The locally adopted Five-Year Plan shall be consistent with local, regional, and state transportation plans.
C. Regional Mobility 50%. Regional priorities that focus on goods movement, transit, managed lanes, congestion management, and emerging transportation technologies to enhance regional movement and include: highway improvements, bus and passenger rail (capital and rehabilitation), corridors, interchanges, environmental mitigation, traffic management systems (freeway service patrol and air quality strategies), quiet zones, planning and project development, and emerging transportation technology.
Regional Mobility projects are defined as congestion relief and safety improvements to corridors that connect communities, serve major destinations, and provide freeway access. Decisions on how Regional Mobility funds are expended will be made by the Authority Board of Directors, based upon recommendation of local jurisdiction representatives. Funding priorities shall be given to improving roadway safety, relieving congestion, and street improvements at rail crossings and shall take into
account equitable geographic distribution over the life of the program. Eligible projects also include, but are not limited to, signal synchronization, systems to improve traffic flow, commuter assistance programs, freeway service patrol, and projects that contribute to environmental enhancement associated with transportation facilities.
D. Operations 25%. Resourcing the operational costs for providing mobility services via rail, transit, senior and specialized services, first/last mile connections, ridesharing, and safety support functions.
Decisions on how Operations funds are expended will be made by the Authority Board of Directors, based upon recommendations of local jurisdiction representatives. Funding priorities shall be given to maintaining core services across all modes of mobility.
Mountain/Desert Expenditure Plan. In that area described as the Mountain/Desert area, the following Expenditure Plan requirements shall apply. The Mountain/Desert Subarea Expenditure Plan is illustrated in Figure B.
A. State and Federal Transportation Funds. A proportional share of projected state and federal transportation funds shall be reserved for use solely within the Mountain/Desert Subareas.
B. Local Mobility 70%. Local priorities that focus on local roadway, bikeway, and sidewalk construction, repair, and maintenance for improved localized movement. Includes pass through for local priorities such as: local street widening & rehabilitation, potholes, grade separations, sidewalks, bike lanes, and streetlights. Allocations to local jurisdictions shall be based upon population (50 percent) and tax generation (50 percent). Population calculations shall be based upon the most current State Department of Finance estimates for January 1 of each year. Estimates of unincorporated population within each Subarea shall be determined by the County Planning Department, reconciled with the State Department of Finance population estimate. Tax generation calculations shall be based upon CDTFA data.
Upon initial collection of revenue, each local jurisdiction shall reserve 5% of allocated revenue in a special account to be expended on active transportation projects. Eligible active transportation projects may include, at the discretion of the local jurisdiction, but are not limited to, bicycle and pedestrian projects and costs for associated studies or plans. If, after at least ten years of revenue collection, the local jurisdiction’s governing body makes a finding that the reserve for active transportation projects is no longer necessary, and the Authority Board of Directors subsequently approves the finding, then all Local Mobility funds allocated to the jurisdiction may be used for any eligible purpose.
Local Mobility projects are defined as local street and road construction, repair, and maintenance and other eligible local transportation priorities. Except as set forth herein, Local Mobility funds can be used flexibly for any eligible transportation purpose determined to be a local priority, including local roads, major streets, state highway improvements, transit, including but not limited to, fare subsidies and service enhancements for seniors and persons with disabilities, and other improvements/programs to maximize use of transportation facilities. Expenditure of Local Mobility funds shall be based upon a Five-Year Plan adopted annually by the governing body of each local jurisdiction after being made available for public review and comment. Local Mobility funds shall be disbursed to local jurisdictions upon receipt of the annually adopted Five-Year Plan. The locally adopted Five-Year Plans shall be consistent with other local, regional, and state transportation plans.
C. Regional Mobility 20%. Regional priorities that focus on goods movement, transit, managed lanes, congestion management, and emerging transportation technologies to enhance regional movement and include: highway improvements, bus and passenger rail (capital and rehabilitation), corridors, interchanges, environmental mitigation, traffic management systems (freeway service patrol and air quality strategies), planning and project development, and emerging transportation technology.
Revenue collected within each Subarea shall be reserved in a special account to be expended on Regional Mobility projects of benefit to the Subarea. Regional Mobility projects are defined as major streets and highways serving as primary routes of travel within the Subarea, which may include State highways and freeways, where appropriate. Regional Mobility Projects funds can be used to leverage state and federal funds for transportation projects and to perform advance planning/project reports.
Expenditure of Regional Mobility funds shall be approved by the Authority Board of Directors, based upon a recommendation of Subarea representatives and the Mountain/Desert Policy Committee. If, after five years of revenue collection and every five years thereafter, the local representatives and the Mountain/Desert Policy Committee make a finding that Regional Mobility funds are not required for improvements of benefit to the Subarea, then revenue in the Regional Mobility category may be returned to local jurisdictions within the Subarea. Such return shall be allocated and expended based upon the formula and requirements established in the Local Mobility category.
D. Operations 10%. Resourcing the operational costs for providing mobility services via rail, transit, senior and specialized services, first/last mile connections, ridesharing, and safety support functions.
Decisions on how Operations funds are expended will be made by the Authority Board of Directors, based upon recommendation of Subarea representatives and the Mountain/Desert Policy Committee and/or Transit Committee. Funding priorities shall be given to maintaining core services across all modes of mobility services.
The Authority Board of Directors, based upon recommendation of Subarea representatives and the Mountain/Desert Policy Committee, may provide additional funding beyond 10% upon a finding that such increase is required to address unmet transit needs of the Subarea. All increases above the 10% initial revenue collected for the Operations category shall come from the Local Mobility category of the Subarea.
E. Mountain/Desert Policy Committee. The Mountain/Desert Policy Committee of the Authority shall remain in effect and provide oversight of the implementation of the Mountain/Desert Expenditure Plan.
Measure “I”
Transportation Expenditure Plan
FIGURE A
San Bernardino Valley Subarea Expenditure Plan
14 FIGURE B
Mountain Desert Expenditure Plan
Exhibit “B”
Independent Taxpayer Oversight Committee (ITOC)
ITOC Goal and Function. Voter approval of this Measure shall result in the continuation of the existing Independent Taxpayer and Oversight Committee (ITOC) as follows:
The ITOC shall provide citizen review to ensure that all Measure funds are spent by the San Bernardino County Transportation Authority (hereby referred to as the Authority) in accordance with provisions of the Expenditure Plan and Ordinance No. 26-1, Measure I and the Measure I Expenditure Plan.
Audit Requirement. A bi-annual fiscal and compliance audit shall be performed in accordance with generally accepted auditing standards and Government Auditing Standards issued by the Comptroller General of the United States. The audit shall review the basic financial statements of the Authority as defined by the Governmental Accounting Standards Board and the financial and compliance audits of the member jurisdictions.
Role of Financial and Compliance Audit and the ITOC. The ITOC shall review the annual audits of the Authority; report findings based on the audits to the Authority; and recommend any additional audits for consideration that the ITOC believes may improve the financial operation and integrity of program implementation.
The Authority shall hold a publicly noticed meeting, which may or may not be included on the agenda of a regularly scheduled Authority Board of Directors meeting, with the participation of the ITOC to consider the findings and recommendations of the audits.
Membership and Selection Process. The Authority shall have an open process to select five committee members, which shall include solicitation of trade and other organizations to suggest potential nominees to the committee. The committee members shall possess one of the following credentials: • Professional in the field of municipal audit, finance and/or budgeting with a minimum of five years in a relevant and senior decision-making position in the public or private sector. • Licensed civil engineer or trained transportation planner with at least five years of demonstrated experience in the fields of transportation and/or urban design in government and/or the private sector. No member shall be a recipient or sub-recipient of Measure funding. • Three public members who possess knowledge and skills that will be helpful to the work of the ITOC.
The Chair and the Executive Director of the Authority shall serve as ex-officio members of the ITOC.
Terms and Conditions for Committee. Committee members shall serve staggered four-year terms. In no case shall any voting committee member serve more than twelve years on the ITOC. Committee members shall serve without compensation, except they shall be reimbursed for authorized travel and other expenses directly related to the work of the ITOC. Committee members cannot be a current local elected official in the County or a full-time staff member of any city/town, the County government, local transit operator, or state transportation agency.
Non-voting ex-officio committee members shall serve only as long as they remain incumbents in their respective positions and shall be automatically replaced by their successors in those positions.
If vacancies on the ITOC occur, for any reason, Authority staff will collaborate with Authority Board members to find an appropriate replacement, within 90 days of the vacancy or as soon thereafter as possible, to fill the remainder of the term. When more than one application is received for a vacancy, the General Policy Committee will make a recommendation to the Authority Board of Directors to appoint an applicant to the ITOC.
When only one application is received, the Board President will recommend to the Board the applicant’s appointment to the ITOC.
ITOC Operation Protocols. The ITOC shall continue as long as Measure revenues are collected. Authority Board of Directors and staff shall fully cooperate with and provide necessary support to ensure the ITOC successfully carries out its duties and obligations.
Conflict of Interest. ITOC voting members shall have no legal action pending against the Authority and are prohibited from acting in any commercial activity directly or indirectly involving the Authority, such as being a consultant during their tenure on the ITOC. ITOC voting members shall not have direct commercial interest or employment with any public or private entity that receives the transportation tax funds authorized by the voters in this Ordinance.
Exhibit C (Ballot Question)
Measure “I” Local Transportation Improvement Program
San Bernardino County Road Repair/Traffic Relief Extension Without raising tax rates, shall an ordinance to fund repairing potholes; keeping local roads in good condition; completing freeway/highway projects to improve traffic flow/safety, reduce traffic bottlenecks;
upgrading aging bridges/overpasses; creating local jobs; keeping student/senior/disabled/veteran transit fares low be adopted, extending the ½¢ voter-approved transportation sales tax, providing approximately $250,000,000 annually until ended by voters, requiring audits, oversight, spending disclosure, local control?
Item: 11.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Jordan Gumbish, Finance Manager
Date: March 30, 2026
Meeting Date: April 7, 2026
Subject: FY2024-26 Draft General Fund Budget Review
Recommendation:
It is recommended that the Council:
1. Receive and file the staff presentation of the proposed draft budget for the General Fund for fiscal years 2026-28.
2. Direct staff to incorporate any desired changes and return the proposed budget for adoption with the implementing resolutions as part of the Town’s comprehensive fiscal year 2026-28 Proposed Budget.
Prior Review:
Discussion:
The development of the annual spending plan for the FY2026-28 began with the Council’s Strategic Planning workshops and discussions conducted in February 2026 and will end with the actual budget adoption scheduled for May/June 2026. Important steps in this critical process include the following:
1. Establishment of Budget Calendar
2. Strategic Planning, Council’s Guiding Principles, and Initial Public Input
3. Executive Management Teamwork Plan Development
4. Development of Goals and Objectives
5. Team Development of Departmental Budgets
6. Executive Management Review of Budget Requests
7. Town Manager review/revision of Line-Item Budgets
8. Council update on Major Initiatives
9. Council review of preliminary Budget Plan
10. Final Budget Adoption
Through this process, the annual spending plan has been modified and refined through multiple revisions until a spending framework is developed that best addresses the current fiscal needs and the Council’s priorities. Through the review at this meeting, Council will provide input and direction
given to return the spending plan with any modifications back to Council for final adoption as part of the comprehensive budget package.
Below is a summary of the draft General Fund and Special Revenue proposed budgets for the next two fiscal years:
General Fund Proposed Budget
Overall, revenues and expenditures have been aligned with needs for planned programs and services in accordance with the Council’s established priorities and the feedback the Town receives on an ongoing basis from the community we serve. The Town’s reserve fund balances remain strong and will provide maximum flexibility for the Town Council in meeting the many projects demands currently underway within the Town.
General Budget Framework
At the February 03, 2026, Council meeting the Strategic Plan was approved, and staff were directed to integrate the plan into the FY2026-28 budget. The following is a summary of the significant budget assumptions and proposed actions:
- Create a balanced budget without the use of reserves as the baseline budget. - Maintain reserve levels within the approved Reserve Policy range. -Implement the full operating budget for the new Yucca Valley Aquatic and Recreation Center Constituent Priorities
The Town always considers community perspectives by collecting input on our fiscal, service, and project planning. Town residents continue to highly value local control of voter-approved funds, which allows the Town to maintain essential services and spend these funds on community identified priorities. In the Town’s most recent Customer Satisfaction survey, residents identified the following local priorities:
- Maintain fire protection and emergency medical services. - Maintain law enforcement and crime prevention services. - Maintain and repair local streets, sidewalks, and infrastructure. - Facilitate the development of more housing in Yucca Valley, including housing that is affordable for low and middle-income households.
- Complete water conservation projects.
Revenues
The proposed budget for FY2026-28 anticipates revenues of $22.6M in FY2026-27 and $23.3M in FY2027-28. This is a $406,000 increase from projected prior-year revenues in response to the current year’s revenue trends and the projected moderate increases from the Town’s primary revenue sources. Current estimated revenue increases are conservative and align with annual CPI estimates.
Property Taxes
Property Taxes are the largest contributor to Town revenues and are projected to receive a 2.5% increase based on the recent year’s market developments and the real estate market trends.
Property tax is based on the assessed value of individual properties at the time of purchase or completion and remains fixed (subject to a 2% annual adjustment) until the property is reassessed with a change in ownership or valuation. The real estate activity in the Town of Yucca Valley over the past year has indicated a continuation of higher-than-average transaction prices and reduced transactions throughout the year. These trends can be expected to be reflected in the annual property tax allocations.
Sales Tax
Sales tax revenues have remained at strong levels over the past year, primarily since the majority of the Town’s sales tax revenues are derived from the larger corporate stores in the area and the implementation of the online sales tax revenues being allocated to the Town through the County pool. Economic trends indicate decreased spending on discretionary items offset with overall price increases for consumer goods. With these two competing factors, Sales Tax is estimated at a slowed growth rate for a total of 1.5% increase in both years.
Other Revenue Sources
The Town receives the remaining General Fund revenues from a variety of sources including franchise fees, service fee revenues, interest earnings, transient occupancy tax, and various reimbursements. The fiscal year 2026-28 budget reflects the following significant items of impact:
Interest Earnings -Town total interest earnings are projected at $1,300,000 for FY2026-27 and $1,320,000 for FY2027-28. The Town continues to utilize LAIF, Money Market, and the Chandler Investment portfolio to maximize earnings on cash held in reserve. Interest bearing accounts have yielded higher rates over the past fiscal year and this trend is expected to continue.
Franchise Fee Revenues - Franchise fee revenue remains a significant source of General Fund revenue and are expected to increase due to the implementation SB1383, which is expected to increase the Solid Waste Franchise Fees with the required collection of organic waste.
Transient Occupancy Tax (TOT) - Transient occupancy tax revenues have continued to provide a major revenue source for the Town with continued robust tourism to the area and utilization of the local Short Term Vacation Rentals and Hotels. Projections of the revenue source based on the current year’s trends are a 2% increase from the prior year’s budget.
Community Development Revenues - Community Development revenues have received steady increases in the last several years due to increased development of residential buildings, short-term vacation rentals, and the ongoing sewer project. Beginning In FY 2024-25 the building activity noticeably decreased and the sector has reacted to higher material costs, labor costs, and supply chain delays. This trend is expected to recover slightly due to second phase of the Hi Desert Water District's sewer project and related connection fees.
Other Reimbursements - The proposed budget reflects the current agreement with San Bernardino County for Animal Care and Control activities in FY26-27. The Town expects to begin the contract renewal process in the upcoming months with a projected increase to the Animal Care and Control budget of 7-10% to accommodate the increased programming.
As the Town considers how best to maintain financial stability and local services in today’s uncertain economic environment, re-authorizing voter-approved local funds remains a priority as these funds are used for community identified needs and priorities and can’t be taken away by the State. These funds also allow Yucca Valley to tackle the issues most pressing within our community, to ensure our Town remains an affordable place to live for local residents.
Expenditures
The proposed budget for FY2026-28 anticipates expenditures of $22.2M in FY 2026-27 and $23M in FY2027-28. This includes several modifications detailed below due to necessary changes in staffing, operating services and expenditure required to complete the Town’s objectives.
Public Safety
Overall, the proposed Schedule A Sheriff’s Department costs are estimated at total of $7.2M for FY2026-27 and reflects a 6% increase in maintenance of existing services. The proposed two-year budget for Public Safety totals $7.9 million and $8.3 million in annual costs attributable to the General Fund. The remainder of the Sheriff’s Schedule A costs are paid for by the Town’s voterapproved Measure Y. The Measure Y fund pays for a designated Detective position, Sheriff Safety Specialist, and will provide a 30% contribution to the maintenance of existing services and relieves the General Fund of approximately $1.3 million in contract safety costs in the current proposed budget.
Supplies and Services
Total supplies and services costs of $6.2M and $6.5M reflect the professional services, materials, and supplies for programs and services that are planned for the FY2026-28 period. Material increases are estimate for insurance services (25%), utilities (10%), and an average CPI of 3% for
regular supplies and services.
Personnel Services
Direct staff costs to provide the programs and services of the Town are reflected in the Town’s Personnel Services expenditures. The draft budget plan for Personnel Services includes $7.9M in FY2026-27 and $8.3M in FY2027-28 for annual costs. This includes estimated annual cost of living adjustments, necessary staffing increases for proposed programming and services, and the ongoing additional 1% pension contribution.
Debt Service Payments
Annual debt service payments are $1.3M annually and will continue to be paid by the General Fund via a transfer-out to the Town's Debt Service Fund.
Yucca Valley Aquatic and Recreation Center
The YVARC annual operating budget is estimated at $950,000 per year, which includes the full-time aquatics programming and recreation services throughout the calendar year. A membership fee structure has been established to provide an estimated 70% cost recovery dependent on participants. As this is the Town's first year of programming conservative revenue estimates are projected at 30% of cost recovery until participant and memberships are established. Once revenues trends are identified the budgeted revenues will be adjusted accordingly.
Baseline Budget Results
The proposed two-year budget is considered a balanced budget with revenues exceeding expenditures by $367,000 in FY2026-27 and $188,000 in FY2027-28. The proposed budget will establish the Town’s fund balance and reserve structure above the reserve policy as currently authorized by the Town Council. For the budget period, undesignated reserves are projected to be at 61% and 60% of annual expenditures. Potential impacts that may result in changes from this preliminary review include the following:
· Council directed programs or service needs based on community priorities · Downward revenue modifications based on updated data
Summary
Staff has factored in the most current information available regarding the Federal, State, and County programs. As these programs proceed through their process, it is likely that there may be subsequent changes which may impact the Town’s proposed budget. Staff will keep the Council apprised of any such changes as information becomes available and will return for further action as necessary.
Next Steps
In presenting this proposed budget, the objective at this stage is to address any budget questions as well as lay out a high-level summary that identifies the strengths and challenges of the Town.
Also included in the Town Council's review is a five-year rolling forecast. Any direction from the Council will be incorporated into the FY 2026-28 Budget Adoption scheduled for May 20 Alternatives
None
Fiscal Impact:
General Fund reserve balances are expected at 73% and 71% of budgeted expenditures, at or above the reserve range policy currently approved by the Council.
Attachments
1. Proposed General Fund Budget Summary FY26-28
2. Proposed General Fund Budget by Department FY26-28
3. Proposed YVARC Budget FY26-28
Year-End
FY24-25 o
Amended
FY25-26
Projected
FY25-26
Proposed
FY26-27
Proposed
FY27-28
REVENUES
Property Tax $ 7,948,701 $ 7,783,200 $ 7,879,345 $ 8,075,000 $ 8,300,000 Sales Tax - Bradley-Burns 4,704,093 4,750,000 4,734,554 4,800,000 4,896,000 Franchise 1,414,342 1,447,900 1,324,080 1,430,000 1,456,500 Transient Occupancy Tax 4,315,179 4,050,000 4,494,554 4,400,000 4,515,000 Interest 1,860,312 1,000,000 1,464,045 1,300,000 1,320,000 Animal Services Budget 482,234 587,290 587,290 597,535 655,382 Community Development Budget 1,084,925 974,000 987,384 1,142,500 1,160,000 Administrative/Other 557,218 447,760 487,068 447,160 454,410 Community Services Budget 212,651 189,000 204,266 376,500 508,750 Total Revenues 22,579,655 21,229,150 22,162,585 22,568,695 23,266,042
EXPENDITURES
Personnel Services 6,313,988 7,261,976 7,117,001 7,944,294 8,322,112 Contract Safety 5,932,653 6,477,373 6,477,373 6,404,085 6,681,631 Operating Supplies & Services 4,733,990 5,754,379 5,270,831 6,282,502 6,503,488 Partnerships 156,920 170,000 170,000 186,500 186,500
Capital Projects 102,784 183,388 102,000 54,000 54,000
Debt Service Payment 1,330,000 1,330,000 1,330,000 1,330,000 1,330,000 Total Expenditures 18,570,335 21,177,116 20,467,204 22,201,381 23,077,731 Excess (deficiency) of revenue over
expenditures
4,009,320 52,034 1,695,381 367,314 188,311
OTHER FINANCING SOURCES
Transfer In 54,000 54,000 54,000 54,000 54,000
Transfers Out (4,086,000) (2,836,500) (2,836,500) (10,000) (10,300) Total Other Funding Sources (4,032,000) (2,782,500) (2,782,500) 44,000 43,700 Net Change in Fund Balances (22,680) (2,730,466) (1,087,119) 411,314 232,011 Fund Balance, Beginning of Year 22,626,082 22,603,401 22,603,401 19,872,935 20,284,249 Fund Balance, End of Period $ 22,603,401 $ 19,872,935 $ 21,516,282 $ 20,284,249 $ 20,516,260 Fund Balance Summary
Unassigned Reserves 16,118,878 13,188,111 14,881,458 13,564,077 13,760,386 Nonspendable 200,000 150,000 100,000 150,000 150,000
Restricted 3,284,524 3,534,824 3,534,824 3,570,172 3,605,874 Assigned-Risk Management 500,000 500,000 500,000 500,000 500,000 Assigned-Catastrophic 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 Assigned-Retiree Obligation 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 Assigned-Other - - - - -
Ending Fund Balance 22,603,401 19,872,935 21,516,282 20,284,249 20,516,260 Operating Reserves (% of Expend) 87% 62% 73% 61% 60%
Town of Yucca Valley General Fund Budget Summary
Projected
FY28-29
Projected
FY29-30
Projected
FY30-31
Projected
FY31-32
Projected
FY32-33
REVENUES
Property Tax $ 8,507,500 $ 8,720,188 $ 8,938,192 $ 9,161,647 $ 9,390,688 Sales Tax - Bradley-Burns 5,018,400 5,143,860 5,298,176 5,457,121 5,620,835 Franchise 1,492,913 1,530,235 1,568,491 1,607,703 1,647,896 Transient Occupancy Tax 4,627,875 4,743,572 4,862,161 4,983,715 5,108,308 Interest 1,353,000 1,386,825 1,421,496 1,457,033 1,493,459 Animal Services Budget 688,151 722,559 758,687 796,621 836,452 Community Development Budget 1,183,200 1,206,864 1,231,001 1,255,621 1,280,734 Administrative/Other 465,770 477,415 489,350 501,584 514,123 Community Services Budget 534,188 560,897 588,942 618,389 649,308 Total Revenues 23,870,996 24,492,414 25,156,495 25,839,434 26,541,803
EXPENDITURES
Personnel Services 8,182,623 8,428,102 8,680,945 8,941,373 9,209,614 Contract Safety 6,882,080 7,088,542 7,301,199 7,520,235 7,745,842 Operating Supplies & Services 6,698,593 6,899,550 7,106,537 7,319,733 7,539,325 Partnerships 190,230 194,035 197,915 201,874 205,911
Capital Projects 54,540 55,085 55,636 56,193 56,755
Debt Service Payment 1,330,000 1,330,000 1,330,000 1,330,000 1,330,000 Total Expenditures 23,338,065 23,995,314 24,672,232 25,369,407 26,087,446 Excess (deficiency) of revenue over
expenditures
532,931 497,100 484,264 470,028 454,357
OTHER FINANCING SOURCES
Transfer In 54,000 54,000 54,000 54,000 54,000
Transfers Out (10,609) (10,927) (11,255) (11,593) (11,941) Total Other Funding Sources 43,391 43,073 42,745 42,407 42,059 Net Change in Fund Balances 576,322 540,172 527,009 512,435 496,416 Fund Balance, Beginning of Year 20,516,260 21,092,582 21,632,755 22,159,763 22,672,198 Fund Balance, End of Period $ 21,092,582 $ 21,632,755 $ 22,159,763 $ 22,672,198 $ 23,168,615 Fund Balance Summary
Unassigned Reserves 14,214,591 14,681,203 15,133,181 15,569,084 15,987,438 Nonspendable 200,000 200,000 200,000 200,000 200,000
Restricted 3,677,991 3,751,551 3,826,582 3,903,114 3,981,176 Assigned-Risk Management 500,000 500,000 500,000 500,000 500,000 Assigned-Catastrophic 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 Assigned-Retiree Obligation 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 Assigned-Other - - - - -
Ending Fund Balance 21,092,582 21,632,755 22,159,763 22,672,198 23,168,615 Operating Reserves (% of Expend) 61% 61% 61% 61% 61%
Town of Yucca Valley
Five Year Projection
Proposed Budget FY2026-28
Town of Yucca Valley Page: 1
001 00-General Fund General Services Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues
001 00 4111 0000 00 0000 000 Property Tax SecuredUnsecured 4,108,399.29 4,018,600.00 2,568,743.28 4,250,000.00 231,400.00 4,400,000.00 150,000.00 001 00 4112 0000 00 0000 000 Supplemental Property TaxSecured Unsecured 120,520.94 130,000.00 61,338.64 150,000.00 20,000.00 150,000.00 0.00 001 00 4114 0000 00 0000 000 Property Tax Penalties 4,757.15 4,000.00 4,068.00 5,000.00 1,000.00 5,000.00 0.00001 00 4115 0000 00 0000 000 Document Transfer Tax 212,491.72 75,000.00 72,507.53 100,000.00 25,000.00 110,000.00 10,000.00001 00 4116 0000 00 0000 000 HOPTR 23,201.87 25,600.00 10,857.38 25,000.00 (600.00) 25,000.00 0.00 001 00 4117 0000 00 0000 000 Vehicle In Lieu Property Tax 3,080,324.08 3,220,000.00 1,611,086.60 3,300,000.00 80,000.00 3,375,000.00 75,000.00 001 00 4119 0000 00 0000 000 ROPS Residual Property Tax 399,006.22 310,000.00 250,743.91 400,000.00 90,000.00 400,000.00 0.00001 00 4120 0000 00 0000 000 Local Sales Tax 1% 4,704,092.86 4,750,000.00 2,282,823.59 4,800,000.00 50,000.00 4,800,000.00 0.00001 00 4140 0000 00 0000 000 Transient Occupancy Tax 565,718.42 400,000.00 424,939.63 600,000.00 200,000.00 615,000.00 15,000.00001 00 4145 0000 00 0000 000 STVR Transient OccupancyTax 3,749,460.38 3,650,000.00 2,601,450.65 3,750,000.00 100,000.00 3,900,000.00 150,000.00 001 00 4150 0000 00 1011 000 Franchise Fees CableCompany 154,765.46 215,000.00 63,806.32 120,000.00 (95,000.00) 125,000.00 5,000.00 001 00 4150 0000 00 1013 000 Franchise Fees So Cal GasCo 83,917.09 102,500.00 0.00 100,000.00 (2,500.00) 100,000.00 0.00 001 00 4150 0000 00 1014 000 Franchise Fees Solid WasteCommericial 315,559.98 295,000.00 190,370.98 330,000.00 35,000.00 336,500.00 6,500.00 001 00 4150 0000 00 1015 000 Franchise Fees Solid WasteResidential 390,504.02 326,000.00 249,145.77 410,000.00 84,000.00 415,000.00 5,000.00 001 00 4150 0000 00 1016 000 Franchise Fees SolidWaste-Tipping Fee 96,090.55 168,400.00 48,480.96 100,000.00 (68,400.00) 100,000.00 0.00 001 00 4150 0000 00 1017 000 Franchise Fees Edison 308,066.78 300,000.00 0.00 320,000.00 20,000.00 330,000.00 10,000.00001 00 4240 0000 00 0000 000 Bingo Permit Fees 20.00 0.00 0.00 0.00 0.00 0.00 0.00001 00 4250 0000 00 0000 000 Business Registration 44.00 0.00 125.00 0.00 0.00 0.00 0.00001 00 4314 0000 00 0000 000 Shopping Cart Admin Fee 11,204.30 0.00 13,157.20 10,000.00 10,000.00 10,000.00 0.00001 00 4320 0000 00 0000 000 County Fines Forfeitures 9,720.10 15,000.00 4,252.59 10,000.00 (5,000.00) 1,000.00 (9,000.00) 001 00 4403 0000 00 0000 000 Notary Fees 135.00 0.00 0.00 0.00 0.00 0.00 0.00001 00 4441 0000 00 0000 000 Charging Station Revenue 1,747.99 4,100.00 1,470.98 2,000.00 (2,100.00) 2,000.00 0.00 001 00 4468 0000 00 0000 000 Planning Fees 0.00 0.00 395.00 0.00 0.00 0.00 0.00001 00 4560 0000 00 0000 000 Sponsorship Revenue 2,000.00 0.00 250.00 2,000.00 2,000.00 2,000.00 0.00001 00 4605 0000 00 0000 000 Interest Earnings 311,027.29 375,000.00 134.01 300,000.00 (75,000.00) 300,000.00 0.00001 00 4605 1017 00 0000 000 Interest Earnings ChandlerInvestments 617,154.56 350,000.00 351,276.49 350,000.00 0.00 350,000.00 0.00 001 00 4621 0000 00 0000 000 Town Building Leases 46,576.00 56,160.00 42,768.00 56,160.00 0.00 56,160.00 0.00001 00 4806 0000 00 0000 000 Vehicle License ExcessFees 34,320.44 30,800.00 33,278.70 35,000.00 4,200.00 35,000.00 0.00 001 00 4815 0000 00 0000 000 Article 19 WDA 65,437.75 41,000.00 15,178.72 50,000.00 9,000.00 50,000.00 0.00001 00 4831 0000 00 0000 000 State Mandates 31,352.00 0.00 10,192.00 0.00 0.00 0.00 0.00001 00 4833 0000 00 0000 000 Repo Fee 165.00 500.00 135.00 500.00 0.00 500.00 0.00001 00 4840 0000 00 0000 000 Sale of Town Assets 90,485.56 0.00 79,401.00 0.00 0.00 0.00 0.00001 00 4850 0000 00 0000 000 Restitution Vandalism 650.00 1,000.00 410.00 1,000.00 0.00 1,000.00 0.00001 00 4950 0000 00 0000 000 Other MiscellaneousRevenue 2,246.09 1,200.00 30.00 2,000.00 800.00 2,000.00 0.00
001 00 4980 0000 00 0000 000 Unrealized Investment FMVIncome (Loss) 9,054.85 0.00 (9,054.85) 0.00 0.00 0.00 0.00
001 00 4999 0000 30 0000 350 Transfers In Animal Shelter 54,000.00 54,000.00 0.00 54,000.00 0.00 54,000.00 0.00
Proposed Budget FY2026-28
Town of Yucca Valley Page: 2
001 00-General Fund General Services Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Total Revenues 19,604,217.74 18,918,860.00 10,983,763.08 19,632,660.00 713,800.00 20,050,160.00 417,500.00 Expenses001 00 5110 0000 00 0000 000 Salaries Full Time 0.00 250,000.00 0.00 0.00 (250,000.00) 0.00 0.00 001 00 5110 4024 00 0000 000 Salaries Full Time SpecialEvents
0.00 0.00 934.11 0.00 0.00 0.00 0.00
001 00 5111 4024 00 0000 000 Salaries Temporary SpecialEvents
0.00 0.00 2,137.18 0.00 0.00 0.00 0.00
001 00 5121 0000 00 0000 000 FICA Medicare 0.00 3,625.00 43.48 0.00 (3,625.00) 0.00 0.00 001 00 5123 0000 00 0000 000 Health Insurance 302.06 0.00 322.06 0.00 0.00 0.00 0.00001 00 5124 0000 00 0000 000 Workers Comp Insurance 0.00 (30,000.00) 92.13 (30,000.00) 0.00 (30,000.00) 0.00001 00 5126 0000 00 0000 000 Unemployment Insurance (23,822.44) 0.00 53.74 0.00 0.00 0.00 0.00 001 00 5127 0000 00 0000 000 CalPERS Retirement 19,474.25 0.00 74.35 0.00 0.00 0.00 0.00001 00 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure
0.00 0.00 18.69 0.00 0.00 0.00 0.00
001 00 6110 0000 00 0000 000 Office Supplies 580.61 0.00 89.00 0.00 0.00 0.00 0.00001 00 6120 0000 00 0000 000 Operating Supplies 1,992.13 5,150.00 2,491.82 7,000.00 1,850.00 7,500.00 500.00001 00 6130 0000 00 0000 000 Postage 21,404.57 20,600.00 15,190.77 22,000.00 1,400.00 23,000.00 1,000.00001 00 7110 0000 00 0000 000 Professional Services 5,492.36 0.00 0.00 6,000.00 6,000.00 6,000.00 0.00001 00 7131 0000 00 0000 000 Basic Telephone 51,349.52 56,650.00 44,406.97 60,000.00 3,350.00 62,500.00 2,500.00001 00 7134 0000 00 0000 000 Internet Connection 37,031.98 38,110.00 22,805.56 55,500.00 17,390.00 55,500.00 0.00001 00 7134 0000 93 0000 000 Internet Connection OldTown Parking
0.00 0.00 516.00 0.00 0.00 0.00 0.00
001 00 7135 0000 00 0000 000 Cellular Telephones 5,648.76 6,180.00 4,670.79 7,500.00 1,320.00 8,000.00 500.00001 00 7139 0000 00 0000 000 Radio Access SanBernardino County 8,400.00 8,755.00 8,400.00 8,400.00 (355.00) 8,400.00 0.00 001 00 7210 0000 00 0000 000 Gas Utilities 0.00 0.00 25.79 0.00 0.00 0.00 0.00001 00 7210 0000 21 0000 000 Gas Museum 2,454.76 1,800.00 3,676.85 3,000.00 1,200.00 3,000.00 0.00001 00 7210 0000 56 0000 000 Gas Public Works Building 12,880.47 13,750.00 9,060.97 13,500.00 (250.00) 14,000.00 500.00 001 00 7210 0000 60 0000 000 Gas Town Hall 11,037.61 15,900.00 6,887.51 12,000.00 (3,900.00) 13,000.00 1,000.00 001 00 7210 0000 68 0000 000 Gas Former PFF Building 454.71 650.00 276.71 500.00 (150.00) 500.00 0.00001 00 7210 0000 70 0000 000 Gas Senior Center 3,706.34 5,750.00 1,979.47 5,500.00 (250.00) 6,000.00 500.00001 00 7210 0000 72 0000 000 Gas Jacobs Park 556.97 1,000.00 430.00 750.00 (250.00) 1,000.00 250.00001 00 7210 0000 74 0000 000 Gas Paradise Park (21.62) 300.00 43.85 0.00 (300.00) 0.00 0.00001 00 7210 0000 75 0000 000 Gas Welcome Center 2,546.55 2,650.00 1,592.52 3,000.00 350.00 3,500.00 500.00001 00 7211 0000 56 0000 000 Electricity Public WorksBuilding 12,424.11 12,000.00 8,965.32 13,000.00 1,000.00 14,500.00 1,500.00 001 00 7211 0000 60 0000 000 Electricity Town Hall 133,128.47 160,000.00 106,558.70 140,000.00 (20,000.00) 142,000.00 2,000.00001 00 7211 0000 67 0000 000 Electricity Brehm 2 SportsPark
0.00 550.00 0.00 0.00 (550.00) 0.00 0.00
001 00 7211 0000 68 0000 000 Electricity Former PFFBuilding 26,795.98 25,500.00 17,585.25 28,000.00 2,500.00 29,500.00 1,500.00 001 00 7211 0000 70 0000 000 Electricity Senior Center 26,468.25 30,500.00 14,795.39 29,500.00 (1,000.00) 30,000.00 500.00 001 00 7211 0000 75 0000 000 Electricity Welcome Center 25,090.15 26,500.00 15,262.50 25,500.00 (1,000.00) 26,500.00 1,000.00 001 00 7211 0000 76 0000 000 Electricity Park N Ride 9,219.58 6,750.00 5,711.77 10,000.00 3,250.00 10,000.00 0.00 001 00 7211 0000 77 0000 000 Electricity Town Sign 2,649.40 2,850.00 1,788.70 2,800.00 (50.00) 2,850.00 50.00 001 00 7212 0000 00 0000 000 Water Utilities 594.06 800.00 506.28 1,000.00 200.00 1,000.00 0.00001 00 7212 0000 24 0000 000 Water Community Services& Facilities Administration 5,761.26 4,300.00 10,916.71 6,000.00 1,700.00 6,750.00 750.00 001 00 7212 0000 56 0000 000 Water Public Works Building 4,441.16 5,200.00 3,057.94 5,000.00 (200.00) 5,500.00 500.00
Proposed Budget FY2026-28
Town of Yucca Valley Page: 3
001 00-General Fund General Services Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
001 00 7212 0000 60 0000 000 Water Town Hall 14,196.73 16,200.00 12,335.76 15,000.00 (1,200.00) 16,500.00 1,500.00 001 00 7212 0000 64 0000 000 Water Machris Park 107.57 0.00 0.00 0.00 0.00 0.00 0.00001 00 7212 0000 65 0000 000 Water Essig Park 82.27 0.00 0.00 0.00 0.00 0.00 0.00001 00 7212 0000 68 0000 000 Water Former PFF Building 2,896.38 3,500.00 2,660.86 3,000.00 (500.00) 3,250.00 250.00 001 00 7212 0000 69 0000 000 Water BUMA Building(Stahmer) 300.26 0.00 0.00 0.00 0.00 0.00 0.00
001 00 7212 0000 70 0000 000 Water Senior Center 7,421.06 6,800.00 4,057.65 8,000.00 1,200.00 8,250.00 250.00001 00 7212 0000 75 0000 000 Water Welcome Center 1,266.77 1,400.00 1,250.32 1,500.00 100.00 1,500.00 0.00001 00 7212 0000 76 0000 000 Water Park N Ride 1,261.02 1,400.00 1,348.82 1,500.00 100.00 1,500.00 0.00001 00 7212 0000 78 0000 000 Water Medians 989.79 1,250.00 722.18 1,200.00 (50.00) 1,200.00 0.00 001 00 7212 0000 80 0000 000 Utilities Water 7346 Elk Trail 297.03 375.00 253.14 350.00 (25.00) 350.00 0.00 001 00 7212 0000 81 0000 000 Utilities WaterWamego/Yucca Trail
92.91 0.00 0.00 0.00 0.00 0.00 0.00
001 00 7212 0000 83 0000 000 Utilities Water 58980Business Center Dr 565.63 650.00 510.47 750.00 100.00 750.00 0.00
001 00 7212 0000 84 0000 000 Utilities Water 58962Business Center Dr 837.44 850.00 751.59 1,000.00 150.00 1,000.00 0.00
001 00 7212 0000 93 0000 000 Water Utilities Old TownParking 856.79 0.00 1,215.48 1,000.00 1,000.00 1,000.00 0.00
001 00 7213 0000 00 0000 000 Sewer Maintenance Fees 0.00 1,000.00 0.00 0.00 (1,000.00) 0.00 0.00 001 00 7214 0000 00 0000 000 Cable Utilities 4,326.73 3,500.00 2,102.49 6,000.00 2,500.00 6,000.00 0.00001 00 7310 0000 00 0000 000 Equipment Rental 29,538.39 30,000.00 24,960.44 40,000.00 10,000.00 40,000.00 0.00001 00 7311 0000 00 0000 000 Postage Machines Rental 7,061.10 6,000.00 4,236.66 14,000.00 8,000.00 14,000.00 0.00001 00 7343 0000 00 0000 000 Blink Network Fees 960.00 2,000.00 2,640.00 1,000.00 (1,000.00) 1,000.00 0.00 001 00 7414 0000 00 0000 000 Maintenance-Vandalism 356.67 0.00 0.00 0.00 0.00 0.00 0.00001 00 7630 0000 00 0000 000 Dues and Memberships 32,599.41 45,000.00 32,579.57 45,000.00 0.00 45,000.00 0.00001 00 7730 0000 00 0000 000 Claims 0.00 0.00 10,958.57 0.00 0.00 0.00 0.00001 00 7933 0000 00 0000 000 Bank Charges (25.00) 0.00 0.00 0.00 0.00 0.00 0.00001 00 7940 0000 00 0000 000 Cash Deposit Over Short (4.00) 0.00 264.00 0.00 0.00 0.00 0.00001 00 7979 0000 00 0000 000 Property Tax Admin CostsSBCO 8,326.63 7,500.00 0.00 8,500.00 1,000.00 8,750.00 250.00 001 00 7999 0000 00 0000 000 Indirect Cost Recovery (122,659.83) (190,000.00) 0.00 (150,000.00) 40,000.00 (165,000.00) (15,000.00) 001 00 8340 0000 30 0000 000 Animal Shelter FacilityPayment Start Up Costs Animal Shelter 53,963.00 54,000.00 26,981.50 54,000.00 0.00 54,000.00 0.00 001 00 8980 0000 00 0000 000 Investment FMV Loss (27,087.65) 0.00 0.00 0.00 0.00 0.00 0.00 001 00 9499 0000 00 0000 000 Transfers Out 75,000.00 2,825,000.00 0.00 0.00 (2,825,000.00) 0.00 0.00 001 00 9499 0000 00 0000 222 Transfers Out 1,330,000.00 1,330,000.00 0.00 1,330,000.00 0.00 1,330,000.00 0.00 001 00 9499 0000 00 0000 800 Transfers Out 4,000,000.00 0.00 0.00 0.00 0.00 0.00 0.00001 00 9499 0000 30 0000 800 Transfers Out Animal Shelter 11,000.00 11,500.00 0.00 11,500.00 0.00 12,000.00 500.00Total Expenses 5,842,569.11 4,833,745.00 441,198.38 1,828,750.00 (3,004,995.00) 1,831,550.00 2,800.00 Excess Revenue Over (Under) Expenditures 13,761,648.63 14,085,115.00 10,542,564.70 17,803,910.00 3,718,795.00 18,218,610.00 414,700.00
Proposed Budget FY2026-28
Town of Yucca Valley Page: 4
001 01-General Fund Town Council Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues
0.00 0.00 0.00 0.00 0.00 0.00 0.00
46,800.00 58,425.00 38,000.00 0.00 (58,425.00) 0.00 0.00 1,143.10 1,287.00 841.68 0.00 (1,287.00) 0.00 0.00
94,200.00 96,600.00 64,400.00 0.00 (96,600.00) 0.00 0.00 1,404.00 2,215.00 1,140.00 0.00 (2,215.00) 0.00 0.00
819.30 1,197.00 665.20 0.00 (1,197.00) 0.00 0.00
7,229.66 13,026.00 6,491.03 0.00 (13,026.00) 0.00 0.00
748.80 1,169.00 608.00 0.00 (1,169.00) 0.00 0.00
1,477.38 1,000.00 1,107.26 1,000.00 0.00 1,000.00 0.00
4,926.08 10,000.00 3,582.14 10,000.00 0.00 10,000.00 0.00
0.00 0.00 6.00 0.00 0.00 0.00 0.00
0.00 550.00 0.00 550.00 0.00 550.00 0.00
0.00 0.00 492.56 0.00 0.00 0.00 0.00
6,010.86 5,000.00 4,503.39 0.00 (5,000.00) 0.00 0.00
0.00 0.00 0.00 5,000.00 5,000.00 5,000.00 0.00
1,555.52 5,000.00 1,753.88 5,000.00 0.00 5,000.00 0.001,986.86 5,000.00 2,347.68 5,000.00 0.00 5,000.00 0.00
72.22 5,000.00 675.00 5,000.00 0.00 5,000.00 0.00
4,932.98 5,000.00 1,753.88 5,000.00 0.00 5,000.00 0.00
649.46 4,000.00 58.41 4,000.00 0.00 4,000.00 0.00
130.90 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 200.20 0.00 0.00 0.00 0.00
2,066.61 0.00 241.41 0.00 0.00 0.00 0.00
459.06 0.00 240.69 0.00 0.00 0.00 0.00
97.30 0.00 200.20 0.00 0.00 0.00 0.00
7,120.40 20,000.00 0.00 20,000.00 0.00 20,000.00 0.00
0.00 0.00 7,574.90 0.00 0.00 0.00 0.00
(2,143.87) (6,300.00) 0.00 (2,500.00) 3,800.00 (3,000.00) (500.00) 181,686.62 228,169.00 136,883.51 58,050.00 (170,119.00) 57,550.00 (500.00) Total RevenuesExpenses001 01 5110 0000 00 0000 000 Salaries Full Time001 01 5121 0000 00 0000 000 FICA Medicare001 01 5123 0000 00 0000 000 Health Insurance001 01 5124 0000 00 0000 000 Workers Comp Insurance001 01 5126 0000 00 0000 000 Unemployment Insurance001 01 5127 0000 00 0000 000 CalPERS Retirement001 01 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure 001 01 6110 0000 00 0000 000 Office Supplies001 01 6120 0000 00 0000 000 Operating Supplies001 01 6610 0000 00 0000 000 Reference Materials 001 01 7510 0000 00 0000 000 Printing001 01 7610 0000 00 0000 000 Conferences001 01 7610 0000 00 0111 000 Conferences District 3001 01 7610 0000 00 0111 504 Conferences District 3 001 01 7610 0000 00 0112 000 Conferences District 4001 01 7610 0000 00 0113 000 Conferences District 5001 01 7610 0000 00 0114 000 Conferences District 2001 01 7610 0000 00 0115 000 Conferences District 1001 01 7618 0000 00 0000 000 Meetings and TravelReimbursemnt001 01 7618 0000 00 0111 000 Meetings and TravelReimbursemnt District 3001 01 7618 0000 00 0112 000 Meetings and TravelReimbursment District 4001 01 7618 0000 00 0113 000 Meetings and TravelReimbursment District 5001 01 7618 0000 00 0114 000 Meetings and TravelReimbursment District 2001 01 7618 0000 00 0115 000 Meetings and TravelReimbursemnt District 1001 01 7820 0000 00 0000 000 Special Activities001 01 7890 0000 00 0000 000 Promotional Events001 01 7999 0000 00 0000 000 Indirect Cost RecoveryTotal Expenses Excess Revenue Over (Under) Expenditures (181,686.62) (228,169.00) (136,883.51) (58,050.00) 170,119.00 (57,550.00) 500.00
Proposed Budget FY2026-28
Town of Yucca Valley Page: 5
001 02-General Fund Legal Counsel Year End Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
RevenuesTotal Revenues 0.00 0.00 0.00 0.00 0.00 0.00 0.00Expenses001 02 7111 0000 00 0000 000 Contract Legal Expense 477,489.17 455,000.00 284,799.45 440,000.00 (15,000.00) 455,000.00 15,000.00 001 02 7999 0000 00 0000 000 Indirect Cost Recovery (13,600.00) (7,500.00) 0.00 (15,000.00) (7,500.00) (15,500.00) (500.00)Total Expenses 463,889.17 447,500.00 284,799.45 425,000.00 (22,500.00) 439,500.00 14,500.00 Excess Revenue Over (Under) Expenditures (463,889.17) (447,500.00) (284,799.45) (425,000.00) 22,500.00 (439,500.00) (14,500.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 6
001 03-General Fund Public Safety Year End Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues001 03 4325 0000 00 0000 000 Vehicle Impound Fee 2,800.00 10,000.00 3,400.00 10,000.00 0.00 11,000.00 1,000.00001 03 4871 0000 00 0000 000 Homeland Security GrantProgram Revenue 13,137.00 20,000.00 13,224.00 15,500.00 (4,500.00) 15,750.00 250.00 001 03 4951 0000 00 0000 000 MUSD Juvenile OfficerReimbursement 118,181.00 133,000.00 114,823.50 125,000.00 (8,000.00) 132,500.00 7,500.00 Total Revenues 134,118.00 163,000.00 131,447.50 150,500.00 (12,500.00) 159,250.00 8,750.00 Expenses001 03 7140 0000 00 0000 000 Contract Safety Schedule ACosts 5,587,478.00 6,091,373.00 4,348,616.34 5,969,585.00 (121,788.00) 6,229,131.00 259,546.00 001 03 7146 0000 00 0000 000 Contract Safety Overtime 87,433.39 160,000.00 45,499.76 165,000.00 5,000.00 175,000.00 10,000.00001 03 7148 0000 00 0000 000 Contract Safety SpecialProjects Cal-ID 25,529.30 26,000.00 25,480.92 26,000.00 0.00 27,500.00 1,500.00 001 03 7153 0000 00 0000 000 Contract Safety HomelandSecurity Grant 28,087.95 15,000.00 13,224.00 30,000.00 15,000.00 30,000.00 0.00 001 03 7155 0000 00 0000 000 Contract Safety Vehicle Fueland Maintenance 204,124.49 185,000.00 101,919.59 217,500.00 32,500.00 220,000.00 2,500.00 001 03 7730 0000 00 0000 000 Claims (5,282.84) 0.00 0.00 0.00 0.00 0.00 0.00Total Expenses 5,927,370.29 6,477,373.00 4,534,740.61 6,408,085.00 (69,288.00) 6,681,631.00 273,546.00 Excess Revenue Over (Under) Expenditures (5,793,252.29) (6,314,373.00) (4,403,293.11) (6,257,585.00) 56,788.00 (6,522,381.00) (264,796.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 7
001 05-General Fund Town Manager Year End Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
RevenuesTotal Revenues 0.00 0.00 0.00 0.00 0.00 0.00 0.00Expenses001 05 5110 0000 00 0000 000 Salaries Full Time 312,255.53 298,914.00 233,636.35 305,133.00 6,219.00 310,229.00 5,096.00001 05 5115 0000 00 0000 000 Salaries Vacation Cash Out 0.00 12,000.00 10,447.12 12,000.00 0.00 12,000.00 0.00001 05 5121 0000 00 0000 000 FICA Medicare 4,280.27 4,866.00 3,327.95 4,598.00 (268.00) 4,672.00 74.00001 05 5123 0000 00 0000 000 Health Insurance 0.00 26,220.00 0.00 26,220.00 0.00 26,220.00 0.00001 05 5124 0000 00 0000 000 Workers Comp Insurance 8,102.62 10,930.00 6,573.56 11,148.00 218.00 11,326.00 178.00001 05 5125 0000 00 0000 000 Life and Disability 2,521.54 2,600.00 1,807.79 2,100.00 (500.00) 2,100.00 0.00001 05 5126 0000 00 0000 000 Unemployment Insurance 4,726.50 6,246.00 3,834.63 6,370.00 124.00 6,472.00 102.00001 05 5127 0000 00 0000 000 CalPERS Retirement 121,608.27 133,994.00 111,256.38 136,692.00 2,698.00 138,795.00 2,103.00001 05 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure 5,401.76 5,978.00 4,382.36 6,103.00 125.00 6,205.00 102.00 001 05 5202 0000 00 0000 000 Communications Stipend 1,380.08 1,380.00 1,008.52 1,380.00 0.00 1,380.00 0.00001 05 5998 0000 00 0000 000 Staff Recovery (21,907.00) (15,000.00) 0.00 (20,000.00) (5,000.00) (20,000.00) 0.00001 05 6110 0000 00 0000 000 Office Supplies 522.51 1,000.00 48.19 1,000.00 0.00 1,000.00 0.00001 05 6120 0000 00 0000 000 Operating Supplies 0.00 0.00 23.88 0.00 0.00 0.00 0.00001 05 6610 0000 00 0000 000 Reference Materials 823.37 600.00 358.69 1,000.00 400.00 1,000.00 0.00001 05 7110 0000 00 0000 000 Professional Services 69,415.56 60,000.00 18,333.34 75,000.00 15,000.00 75,000.00 0.00001 05 7610 0000 00 0000 000 Conferences 10,875.65 6,000.00 5,616.16 15,000.00 9,000.00 15,000.00 0.00001 05 7618 0000 00 0000 000 Meetings and TravelReimbursemnt 758.87 2,000.00 2,748.51 1,500.00 (500.00) 1,750.00 250.00 001 05 7630 0000 00 0000 000 Dues and Memberships 4,513.00 5,000.00 3,176.00 5,000.00 0.00 5,000.00 0.00001 05 7999 0000 00 0000 000 Indirect Cost Recovery (24,650.80) (55,000.00) 0.00 (50,000.00) 5,000.00 (50,000.00) 0.00 Total Expenses 500,627.73 507,728.00 406,579.43 540,244.00 32,516.00 548,149.00 7,905.00 Excess Revenue Over (Under) Expenditures (500,627.73) (507,728.00) (406,579.43) (540,244.00) (32,516.00) (548,149.00) (7,905.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 8
001 06-General Fund Town Clerk Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues001 06 4402 0000 00 0000 000 Election Fees 236.00 2,000.00 0.00 2,000.00 0.00 2,000.00 0.00001 06 4404 0000 00 0000 000 Passport Fees 2,450.00 2,000.00 1,715.00 2,000.00 0.00 2,000.00 0.00Total Revenues 2,686.00 4,000.00 1,715.00 4,000.00 0.00 4,000.00 0.00Expenses001 06 5110 0000 00 0000 000 Salaries Full Time 133,512.09 138,008.00 90,258.31 101,179.00 (36,829.00) 105,783.00 4,604.00 001 06 5115 0000 00 0000 000 Salaries Vacation Cash Out 4,928.80 8,000.00 0.00 8,000.00 0.00 8,000.00 0.00001 06 5121 0000 00 0000 000 FICA Medicare 1,721.31 2,137.00 1,076.55 1,583.00 (554.00) 1,650.00 67.00001 06 5123 0000 00 0000 000 Health Insurance 18,840.24 19,320.00 13,685.80 19,320.00 0.00 19,320.00 0.00001 06 5124 0000 00 0000 000 Workers Comp Insurance 3,837.16 5,159.00 2,872.24 3,870.00 (1,289.00) 4,031.00 161.00 001 06 5125 0000 00 0000 000 Life and Disability 1,125.70 1,600.00 810.88 800.00 (800.00) 800.00 0.00001 06 5126 0000 00 0000 000 Unemployment Insurance 2,238.30 2,948.00 1,675.47 2,211.00 (737.00) 2,303.00 92.00 001 06 5127 0000 00 0000 000 CalPERS Retirement 64,177.51 56,915.00 53,801.31 9,035.00 (47,880.00) 9,446.00 411.00 001 06 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure 2,558.28 2,760.00 1,914.84 2,024.00 (736.00) 2,116.00 92.00 001 06 5202 0000 00 0000 000 Communications Stipend 1,380.08 1,380.00 1,008.52 1,380.00 0.00 1,380.00 0.00001 06 5998 0000 00 0000 000 Staff Recovery (2,195.74) (5,000.00) (321.69) (5,000.00) 0.00 (5,000.00) 0.00 001 06 6110 0000 00 0000 000 Office Supplies 1,269.79 1,250.00 155.75 1,250.00 0.00 1,250.00 0.00001 06 6120 0000 00 0000 000 Operating Supplies 23.95 0.00 22.46 0.00 0.00 0.00 0.00001 06 6610 0000 00 0000 000 Reference Materials 918.75 400.00 578.94 400.00 0.00 400.00 0.00001 06 7110 0000 00 0000 000 Professional Services 53,753.76 65,000.00 4,998.06 75,000.00 10,000.00 77,500.00 2,500.00001 06 7116 0000 00 0000 000 Communication Services 50,880.99 61,351.00 43,994.92 60,000.00 (1,351.00) 62,500.00 2,500.00 001 06 7520 0000 00 0000 000 Advertising 7,691.08 11,000.00 3,822.45 11,000.00 0.00 11,000.00 0.00001 06 7618 0000 00 0000 000 Meetings and TravelReimbursemnt 3,191.83 5,000.00 3,397.47 5,000.00 0.00 5,000.00 0.00
001 06 7630 0000 00 0000 000 Dues and Memberships 865.00 700.00 835.00 700.00 0.00 700.00 0.00001 06 7860 0000 00 0000 000 Election Expense 186.00 12,000.00 47,984.00 20,000.00 8,000.00 12,000.00 (8,000.00)001 06 7999 0000 00 0000 000 Indirect Cost Recovery (17,688.08) (3,025.00) 0.00 (20,000.00) (16,975.00) (22,500.00) (2,500.00)Total Expenses 333,216.80 386,903.00 272,571.28 297,752.00 (89,151.00) 297,679.00 (73.00) Excess Revenue Over (Under) Expenditures (330,530.80) (382,903.00) (270,856.28) (293,752.00) 89,151.00 (293,679.00) 73.00
Proposed Budget FY2026-28
Town of Yucca Valley Page: 1
001 07-General Fund Disaster Preparedness Year End Actual 6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues
001 07 4560 0000 00 0000 000 Sponsorship Revenue 0.00 0.00 1,500.00 0.00 0.00 0.00 0.00001 07 4870 0000 00 0000 000 Emergency ManagementProgram Grant Revenue 14,538.00 0.00 14,028.00 15,000.00 15,000.00 15,000.00 0.00 Total Revenues 14,538.00 0.00 15,528.00 15,000.00 15,000.00 15,000.00 0.00Expenses001 07 6120 0000 00 0000 000 Operating Supplies 584.02 1,000.00 0.00 1,000.00 0.00 1,000.00 0.00001 07 6910 0000 00 0000 000 Tools and Equipment 133.44 500.00 97.80 500.00 0.00 500.00 0.00001 07 7110 0000 00 0000 000 Professional Services 4,500.00 6,000.00 0.00 1,000.00 (5,000.00) 5,000.00 4,000.00 001 07 7130 0000 00 0000 000 Satellite Communications 1,397.91 1,600.00 0.00 1,600.00 0.00 1,600.00 0.00001 07 7520 0000 00 0000 000 Advertising 12.92 250.00 0.00 250.00 0.00 250.00 0.00001 07 7618 0000 00 0000 000 Meetings and TravelReimbursemnt
31.50 1,000.00 0.00 3,500.00 2,500.00 2,500.00 (1,000.00) 001 07 7620 0000 00 0000 000 Staff Training and Education 1,478.00 1,000.00 0.00 2,000.00 1,000.00 2,000.00 0.00001 07 7620 2010 00 0000 000 Staff Training and EducationEMPG Grant
0.00 0.00 14,028.00 0.00 0.00 0.00 0.00
001 07 7630 0000 00 0000 000 Dues and Memberships 75.00 75.00 75.00 75.00 0.00 75.00 0.00001 07 7999 0000 00 0000 000 Indirect Cost Recovery (583.00) (7,300.00) 0.00 (7,500.00) (200.00) (7,500.00) 0.00Total Expenses 7,629.79 4,125.00 14,200.80 2,425.00 (1,700.00) 5,425.00 3,000.00 Excess Revenue Over (Under) Expenditures 6,908.21 (4,125.00) 1,327.20 12,575.00 16,700.00 9,575.00 (3,000.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 10
001 08-General Fund Information Technology Year End Actual 6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
RevenuesTotal Revenues 0.00 0.00 0.00 0.00 0.00 0.00 0.00Expenses001 08 6120 0000 00 0000 000 Operating Supplies 0.00 1,000.00 1,317.75 1,000.00 0.00 1,000.00 0.00001 08 6910 0000 00 0000 000 Tools and Equipment 1,009.14 1,000.00 910.85 1,000.00 0.00 1,000.00 0.00001 08 7110 0000 00 0000 000 Professional Services 163,481.98 192,000.00 147,255.50 187,000.00 (5,000.00) 201,000.00 14,000.00001 08 7410 0000 00 0000 000 Maintenance Computers 10,549.96 35,000.00 8,996.19 35,000.00 0.00 42,000.00 7,000.00001 08 7415 0000 00 0000 000 Software Licenses 161,257.50 215,096.00 144,774.24 210,000.00 (5,096.00) 215,000.00 5,000.00001 08 7416 0000 00 0000 000 Website Maintenance 22,665.57 20,122.00 26,171.32 41,397.00 21,275.00 43,470.00 2,073.00001 08 7999 0000 00 0000 000 Indirect Cost Recovery (45,066.59) (43,000.00) 0.00 (50,000.00) (7,000.00) (50,000.00) 0.00Total Expenses 313,897.56 421,218.00 329,425.85 425,397.00 4,179.00 453,470.00 28,073.00Excess Revenue Over (Under) Expenditures (313,897.56) (421,218.00) (329,425.85) (425,397.00) (4,179.00) (453,470.00) (28,073.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 11
001 09-General Fund Recycling and Solid Year End Actual 6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues001 09 4311 0000 00 0000 000 Burrtec Admin Fee 25,000.00 25,000.00 25,000.00 25,000.00 0.00 25,000.00 0.00001 09 4816 0000 00 0000 000 Perchlorate SettlementRevenue 9,022.58 17,000.00 6,586.09 10,000.00 (7,000.00) 12,500.00 2,500.00 Total Revenues 34,022.58 42,000.00 31,586.09 35,000.00 (7,000.00) 37,500.00 2,500.00 Expenses001 09 6120 0000 00 0000 000 Operating Supplies 516.00 1,000.00 0.00 1,000.00 0.00 1,000.00 0.00001 09 7110 0000 00 0000 000 Professional Services 45,108.92 36,645.00 36,644.44 43,111.00 6,466.00 57,925.00 14,814.00001 09 7618 0000 00 0000 000 Meetings and TravelReimbursement 175.36 500.00 100.05 250.00 (250.00) 250.00 0.00
001 09 7630 0000 00 0000 000 Dues and Memberships 26,276.00 27,200.00 20,256.00 27,850.00 650.00 28,700.00 850.00001 09 7890 0000 00 0000 000 Promotional Events 2,983.05 4,500.00 1,338.45 3,500.00 (1,000.00) 3,500.00 0.00 Total Expenses 75,059.33 69,845.00 58,338.94 75,711.00 5,866.00 91,375.00 15,664.00 Excess Revenue Over (Under) Expenditures (41,036.75) (27,845.00) (26,752.85) (40,711.00) (12,866.00) (53,875.00) (13,164.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 12
001 10-General Fund Finance Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues001 10 4250 0000 00 0000 000 Business Registration 85,319.00 100,000.00 66,017.00 90,000.00 (10,000.00) 95,000.00 5,000.00 001 10 4469 0000 00 0000 000 STVR ComplianceMonitoring Fees 27,650.00 30,000.00 20,650.00 30,000.00 0.00 30,000.00 0.00 001 10 4611 0000 00 0000 000 LAIF Interest 323,541.34 125,000.00 153,456.26 300,000.00 175,000.00 300,000.00 0.00001 10 4614 0000 00 0000 000 Money Market InterestIncome 608,589.29 150,000.00 471,163.43 350,000.00 200,000.00 350,000.00 0.00 Total Revenues 1,045,099.63 405,000.00 711,286.69 770,000.00 365,000.00 775,000.00 5,000.00 Expenses001 10 5110 0000 00 0000 000 Salaries Full Time 476,448.18 495,186.00 394,975.83 779,360.00 284,174.00 808,611.00 29,251.00001 10 5111 0000 00 0000 000 Salaries Temporary 7,003.01 77,862.00 2,499.85 87,804.00 9,942.00 91,526.00 3,722.00001 10 5112 0000 00 0000 000 Salaries Overtime 986.05 5,726.00 917.67 6,391.00 665.00 6,681.00 290.00001 10 5115 0000 00 0000 000 Salaries Vacation Cash Out 4,312.26 5,000.00 0.00 5,000.00 0.00 5,000.00 0.00001 10 5121 0000 00 0000 000 FICA Medicare 6,874.56 8,500.00 5,944.89 12,739.00 4,239.00 13,221.00 482.00001 10 5123 0000 00 0000 000 Health Insurance 93,898.90 96,600.00 78,568.45 115,920.00 19,320.00 115,920.00 0.00001 10 5124 0000 00 0000 000 Workers Comp Insurance 14,391.05 20,518.00 12,389.20 30,877.00 10,359.00 32,041.00 1,164.00001 10 5125 0000 00 0000 000 Life and Disability 4,236.81 3,480.00 3,877.24 5,480.00 2,000.00 5,480.00 0.00001 10 5126 0000 00 0000 000 Unemployment Insurance 8,394.68 11,725.00 7,227.00 17,644.00 5,919.00 18,309.00 665.00001 10 5127 0000 00 0000 000 CalPERS Retirement 91,178.06 88,704.00 105,281.02 195,283.00 106,579.00 201,605.00 6,322.00001 10 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure 9,405.80 10,095.00 8,187.64 15,789.00 5,694.00 16,377.00 588.00 001 10 5202 0000 00 0000 000 Communications Stipend 2,355.08 2,450.00 1,721.02 3,650.00 1,200.00 3,650.00 0.00001 10 5998 0000 00 0000 000 Staff Recovery (9,910.00) (17,500.00) 0.00 0.00 17,500.00 0.00 0.00001 10 6110 0000 00 0000 000 Office Supplies 17,501.08 14,000.00 9,318.51 14,000.00 0.00 14,400.00 400.00001 10 6130 0000 00 0000 000 Postage (3.28) 0.00 (10.44) 0.00 0.00 0.00 0.00001 10 7110 0000 00 0000 000 Professional Services 116,611.27 113,000.00 53,767.11 118,700.00 5,700.00 122,300.00 3,600.00001 10 7119 0000 00 0000 000 STVR ComplianceProfessional Services 11,967.97 25,000.00 25,132.73 26,300.00 1,300.00 27,600.00 1,300.00 001 10 7510 0000 00 0000 000 Printing 0.00 750.00 0.00 0.00 (750.00) 0.00 0.00 001 10 7610 0000 00 0000 000 Conferences 0.00 5,000.00 4,437.26 5,000.00 0.00 5,200.00 200.00001 10 7618 0000 00 0000 000 Meetings and TravelReimbursemnt 307.64 2,000.00 1,222.49 2,000.00 0.00 2,100.00 100.00
001 10 7620 0000 00 0000 000 Staff Training and Education 5,642.43 5,000.00 897.63 5,000.00 0.00 5,200.00 200.00001 10 7630 0000 00 0000 000 Dues and Memberships 485.00 3,000.00 1,474.00 3,000.00 0.00 3,100.00 100.00001 10 7933 0000 00 0000 000 Bank Charges 5,444.48 500.00 4,846.34 7,000.00 6,500.00 7,200.00 200.00001 10 7940 0000 00 0000 000 Cash Deposit Over Short (10.00) 0.00 (18.20) 0.00 0.00 0.00 0.00001 10 7999 0000 00 0000 000 Indirect Cost Recovery (64,325.00) (115,000.00) 0.00 (115,000.00) 0.00 (115,000.00) 0.00 Total Expenses 803,196.03 861,596.00 722,657.24 1,341,937.00 480,341.00 1,390,521.00 48,584.00 Excess Revenue Over (Under) Expenditures 241,903.60 (456,596.00) (11,370.55) (571,937.00) (115,341.00) (615,521.00) (43,584.00)
Proposed Budget FY2026-28
Town of Yucca Valley Page: 13
001 11-General Fund Human Resources Year End
Actual
6/30/2025
Annual
Budget
6/30/2026
Y-T-D
Actual
6/30/2026
FY 26-27
Budget
Change from PY
Budget
FY 27-28
Budget
Change from PY
Budget
Revenues001 11 4873 0000 00 0000 000 CIRA/PARSAC Safety GrantRevenue
0.00 25,000.00 0.00 25,000.00 0.00 25,000.00 0.00
001 11 4990 0000 00 0000 000 Reimbursement of OperatingExpenses 2,218.46 0.00 0.00 0.00 0.00 0.00 0.00
001 11 4990 0000 00 1020 000 Reimbursement of OperatingExpenses CIRA/PARSAC 3,076.30 0.00 0.00 0.00 0.00 0.00 0.00
Total Revenues 5,294.76 25,000.00 0.00 25,000.00 0.00 25,000.00 0.00Expenses001 11 5110 0000 00 0000 000 Salaries Full Time 235,840.28 237,098.00 159,411.34 251,440.00 14,342.00 260,451.00 9,011.00001 11 5112 0000 00 0000 000 Salaries Overtime 3,336.19 6,914.00 7,125.13 2,062.00 (4,852.00) 2,103.00 41.00001 11 5115 0000 00 0000 000 Salaries Vacation Cash Out 11,580.05 6,000.00 1,658.75 6,000.00 0.00 6,000.00 0.00001 11 5121 0000 00 0000 000 FICA Medicare 3,228.07 3,575.00 2,156.43 3,763.00 188.00 3,894.00 131.00001 11 5123 0000 00 0000 000 Health Insurance 37,680.48 38,640.00 26,621.82 38,640.00 0.00 38,640.00 0.00001 11 5124 0000 00 0000 000 Workers Comp Insurance 7,037.79 8,629.00 5,286.33 9,136.00 507.00 9,453.00 317.00001 11 5125 0000 00 0000 000 Life and Disability 2,010.80 1,600.00 1,454.69 1,600.00 0.00 1,600.00 0.00001 11 5126 0000 00 0000 000 Unemployment Insurance 4,105.37 4,931.00 3,083.68 5,221.00 290.00 5,402.00 181.00001 11 5127 0000 00 0000 000 CalPERS Retirement 63,512.52 53,135.00 50,481.41 56,797.00 3,662.00 58,378.00 1,581.00001 11 5128 0000 00 0000 000 Other Post EmploymentBenefits Expenditure 4,673.15 4,742.00 3,504.20 5,029.00 287.00 5,209.00 180.00 001 11 5202 0000 00 0000 000 Communications Stipend 1,495.48 1,525.00 1,447.04 1,525.00 0.00 1,525.00 0.00001 11 5800 0000 00 0000 000 Administrative Payroll Fees 1,538.06 5,000.00 443.14 5,000.00 0.00 5,000.00 0.00001 11 5888 0000 00 0000 000 Retiree Health Benefits 7,560.00 10,000.00 3,816.00 10,000.00 0.00 10,000.00 0.00001 11 6110 0000 00 0000 000 Office Supplies 2,166.56 2,000.00 1,114.67 2,500.00 500.00 2,575.00 75.00001 11 6610 0000 00 0000 000 Reference Materials 1,005.66 1,000.00 0.00 1,200.00 200.00 1,236.00 36.00001 11 7110 0000 00 0000 000 Professional Services 6,325.00 10,000.00 5,683.00 10,000.00 0.00 10,300.00 300.00001 11 7112 0000 00 0000 000 Medical Services 10,006.00 10,000.00 5,518.00 12,000.00 2,000.00 12,360.00 360.00001 11 7520 0000 00 0000 000 Advertising 0.00 1,000.00 289.00 1,000.00 0.00 1,030.00 30.00001 11 7610 0000 00 0000 000 Conferences 2,210.91 5,000.00 1,796.00 5,000.00 0.00 5,150.00 150.00001 11 7618 0000 00 0000 000 Meetings and TravelReimbursemnt 1,513.34 3,000.00 4,381.21 5,000.00 2,000.00 5,150.00 150.00 001 11 7620 0000 00 0000 000 Staff Training and Education 450.00 3,000.00 1,480.00 3,000.00 0.00 3,090.00 90.00001 11 7630 0000 00 0000 000 Dues and Memberships 3,427.00 2,000.00 924.00 3,500.00 1,500.00 3,605.00 105.00001 11 7710 0000 00 0000 000 Insurance 457,472.01 430,000.00 431,328.22 540,000.00 110,000.00 580,000.00 40,000.00001 11 7730 0000 00 0000 000 Claims 0.00 12,000.00 4,997.27 10,000.00 (2,000.00) 10,000.00 0.00 001 11 7820 0000 00 0000 000 Special Activities 4,335.18 25,000.00 2,245.24 25,000.00 0.00 25,750.00 750.00001 11 7820 0000 00 1020 000 Special ActivitiesCIRA/PARSAC 247.50 5,000.00 0.00 5,000.00 0.00 5,150.00 150.00
001 11 7820 4037 00 0000 000 Special Activities EmployeeEvent/Holiday Party 17,910.18 0.00 12,498.64 0.00 0.00 0.00 0.00
001 11 7950 0000 00 0000 000 Miscellaneous Expense 107.58 0.00 0.00 0.00 0.00 0.00 0.00001 11 7997 0000 00 0000 000 Employee Wellness Program 12,820.65 10,000.00 11,064.22 15,000.00 5,000.00 15,450.00 450.00001 11 7999 0000 00 0000 000 Indirect Cost Recovery (98,050.63) (95,000.00) 0.00 (110,000.00) (15,000.00) (115,000.00) (5,000.00)Total Expenses 805,545.18 805,789.00 749,809.43 924,413.00 118,624.00 973,501.00 49,088.00 Excess Revenue Over (Under) Expenditures (800,250.42) (780,789.00) (749,809.43) (899,413.00) (118,624.00) (948,501.00) (49,088.00)