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, MAY 5, 2026
Closed Session 4:00 p.m.
Town Hall Conference Room
57090 Twentynine Palms Hwy
Yucca Valley, Ca 92284
Regular Meeting 5:00 p.m.
Yucca Valley Community Center - Yucca Room
57090 Twentynine Palms Hwy
Yucca Valley, Ca 9228
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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, MAY 5, 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:
Closed Session
1. CONFERENCE WITH LABOR NEGOTIATORS: The Town Council will meet in closed session to hold a conference with its labor negotiator regarding unrepresented employees pursuant to Government Code section 54957.6.
Town designated representative: Town Manager Curtis Yakimow Unrepresented employees: All unrepresented employees
2. The Town Council will meet in closed session pursuant to the provisions of Government Code Section 54956.9 (d)(1) to confer with legal counsel with regard to the following matters of pending litigation:
o Asa Huber v. Town of Yucca Valley et al; case number CIVSB2530342 Call to Order
Roll Call
Council Members Denison, Drozd, Lombardo, Mayor Pro Tem Schooler, and Mayor Abel Pledge of Allegiance
Invocation
Presentations, Introductions, Recognitions
3. California Welcome Center Update presented by Linda Poindexter
4. Public Works Proclamation
Approval of Agenda
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5. 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.
6. Minutes
Recommendation:
Approve the meeting minutes of Tuesday, April 7, 2026 as presented.
7. AB1234 Reporting Requirements
Recommendation:
Receive and file the AB1234 Reporting Requirement Schedule for the month of March 2026.
8. Ratification of Warrant Registers
Recommendation:
Ratify the Payroll Registers totaling $299,181.36 dated March 13, 2026, and $338,056.97 dated March 27, 2026. Ratify the Warrant Registers totaling $3,343,358.96 for the period of March 1, 2026, through March 31, 2026.
9. Rejection of Claim
Recommendation:
That the Town Council rejects one Claim filed against the Town of Yucca Valley submitted on March 10, 2026, by John R. Ewing III.
10. Town Project No. 5005: Yucca Valley Senior Center (Desert Willow Center For Seniors) Modernization Phase 2 — Notice of Completion
Recommendation:
That the Town Council accepts the project as substantially complete, authorizes staff to file the Notice of Completion, authorizes the reduction of the Faithful Performance Bond to 10%, and directs staff to retain the Labor and Material Bond for six (6) months for Project No. 5005.
11. Annual Street & Drainage and Landscape & Lighting Assessment Districts, Approval of Engineer's Reports, and Setting a Public Hearing for June 2, 2026 Recommendation:That the Town Council adopts the Resolutions:
1. Approving the Engineer's Reports for the existing Assessment Districts and directing the filing of such reports with the Town Clerk.
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2. Adopting Resolution 26-XX, declaring the intention to levy and collect the assessments and setting a public hearing at 5:00 PM on Tuesday, June 2, 2026, in the Yucca Valley Community Center, 57090 29 Palms Highway, Yucca Valley, CA 92284 pursuant to California Streets and Highways Code Sections 22552 and 22553 and Government Code Section 53753.5 to consider the levy of annual assessments upon real property.
12.Approval of New Postage Machine Leases
Recommendation:
That the Town Council:
1. Award a contract for leasing two new postage machines in the amount of $632.39, plus tax, per month for 60 months beginning September 2026 to September 2031.
2. Authorize the Town Manager to sign all related documents and make any nonsubstantive changes.
13. Town Project No. 7073: Yucca Mesa & Buena Vista Intersection Improvement Project – Notice of Completion
Recommendation:
That the Town Council accepts the project as substantially complete, authorizes staff to file the Notice of Completion, authorizes the reduction of the Faithful Performance Bond to 10%, and directs staff to retain the Labor and Material Bond for six (6) months for Project No. 7073.
14. Treasurer's Report for the Quarter Ending March 31, 2026 Recommendation:
Receive and file the Treasurer’s Report for the third quarter of FY2025-26.
Public Hearings
15. Assembly Bill 2561 - Public Hearing on Town Vacancies and Recruitment Recommendation:
That the Town Council receive and file this review and summary following the Public Hearing.
Department Reports
16. YV ARC Quarterly Project Update
Recommendation:
That the Town Council receive and file the YV ARC quarterly project update.
17. Western Joshua Tree Legislative Update
Recommendation:
It is recommended that the Town Council receive and file an update on Western Joshua
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Tree Conservation Act legislation efforts underway in the current state legislative session, and provide input and/or direction as desired.
18. FY2026-28 Measure Y Partnership Funding Allocations Recommendation:
It is recommended that the Town Council:
- Approve the allocation of the Town’s FY2026-28 Measure Y Partnership of $298,300 to the recommended applicants attached in Exhibit A: FY2026-28 Measure Y Partnership Scorecards.
19. FY2026-28 Special Revenue Fund Budget Review
Recommendation:
It is recommended that the Council:
1. Receive and file the staff presentation of the proposed draft budget for the Special Revenue Funds 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.
Future Agenda Items
Public Comments
The Town Council takes this time to consider your comments on items of concern which are not on the agenda. When you are called to speak, please state your name and community of residence.
Please limit your comments to 3 minutes or less. Inappropriate behavior which disrupts, disturbs, or otherwise impedes the orderly conduct of the meeting will result in forfeiture of your public comment privileges. The Town Council is prohibited by State law from taking action or discussing items not on the printed agenda.
Staff Reports and Comments
Mayor and Council Member Reports and Comments
Council Member Denison
Council Member Drozd
Council Member Lombardo
Mayor Pro Tem Schooler
Mayor Abel
Announcements
Upcoming Meeting Schedule: The next regular meeting of the Yucca Valley Town Council will be held on Tuesday, May 19, 2026 at 5:00 PM in the Yucca Valley Community Center Yucca Room.
Town of Yucca Valley
Town Council Meeting Minutes
April 7, 2026
Call to Order
Mayor Merl Abel called the meeting to order at 5:00 PM.
Roll Call
Present: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
Absent:
Pledge of Allegiance
Led by Mayor Pro Tem Schooler.
Presentations, Introductions, Recognitions
1. Administration of Oath of Office – Town Clerk
Mayor Abel offered remarks recognizing Brooke Dudra’s service and contributions to the Town. The Mayor then administered the Oath of Office to Brooke Dudra as Town Clerk.
Approval of Agenda
2. Agenda Approval
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
Motion:
Approve the agenda as prepared.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Mayor Pro Tem Jim Schooler
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo Consent Agenda
Mayor Abel opened public comments. With no members of the public wishing to speak, public comments were closed.
Mayor Abel requested that Item No. 5 be removed from the Consent Calendar for further discussion.
3. Minutes
Motion:
Approve the meeting minutes of Tuesday, March 17, 2026 as presented.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
4. Rejection of Claim
Motion:
Reject one Claim filed against the Town of Yucca Valley submitted on January 16, 2026, by Mercury Insurance Company as subrogee of Amrik Malhi.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
5. Agreement with San Bernardino County, Preliminary Design Services for the Yucca Trail and La Contenta Road Intersection Roundabout Project Town Manager Yakimow provided a report regarding the proposed agreement for preliminary design services associated with the Yucca Trail and La Contenta intersection project.
Mayor Abel clarified that moving forward would involve evaluating all feasible design options, including a potential roundabout, along with associated scope and cost considerations. The Town Manager confirmed.
The Mayor opened public comment. Cheryl Contopolis addressed the Council regarding familiarity with the intersection and nearby schools, expressed support for simpler traffic control options such as a four-way stop, and noted considerations related to bus circulation and community use.
With no additional speakers, public comment was closed.
Council Member Lombardo expressed support for proceeding with the investigation and emphasized the importance of identifying alternatives.
Council Member Drozd noted there has been significant community discussion and
clarified that no decision has been made, and that the item is for study purposes.
Mayor Abel emphasized that traffic safety is a high priority, referenced alignment concerns with the existing roadway, and expressed support for conducting the study and exploring potential funding opportunities.
Motion:
That the Town Council
1. Amend 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. Adopt Resolution 26-06 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. Approve 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, authorize the Town Manager to sign all documents necessary to implement the Agreement.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Mayor Merl Abel
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
6. Declare Existing Equipment as Surplus and Authorize the Sale of Surplus Equipment Motion:
Declare Units #24, #25, and #56 as surplus and authorizes the sale of surplus equipment.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
7. Professional Services Contract Proposal Amendment #2 - PlaceWorks - Yucca Trail Widening CEQA
Motion:
Approve Amendment #2 to the professional services agreement with Placeworks, increasing from $111,359 to $178,794, and authorize 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.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
8. Resolution No. 26-07 Updating Assessment Engineer’s Reports for Previously Formed Street & Drainage and Landscape and Lighting Maintenance Assessment Districts
Motion:
Adopt Resolution No 26-07, 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.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
9. Amendment 2 to Agreement with EcoFert for System Installation and Services - Phase II Irrigation Water Use Reduction
Motion:
Approve 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.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo Department Reports
10. San Bernardino County Transportation Authority (SBCTA) Measure I 3.0 Continuation Expenditure Plan.
Town Manager Yakimow introduced the staff report regarding San Bernardino County and the San Bernardino County Transportation Authority (SBTCA), with Otis Greer presenting.
Council Member Denison, serving as SBTCA President, provided additional comments acknowledging the agency’s work in the Morongo Basin and the benefits of Measure I funding. Comments included the importance of local funding in positioning the County as a self-help county, ongoing and completed transportation improvements, and the role of Measure I in supporting maintenance programs and safety enhancements.
Mayor Abel thanked Council Member Denison for the information and remarks.
The Mayor opened public comment. With no members of the public wishing to speak, public comment was closed.
Council Member Denison emphasized the importance of transportation funding, noting public safety as a primary priority.
Mayor Abel expressed appreciation to the presenter.
Motion:
Adopt Resolution No. 26-08 approving the San Bernardino County Transportation Authority (SBCTA) Measure I 3.0 Continuation Expenditure Plan.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Robert Lombardo
Seconder: Council Member Rick Denison
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo
11. FY2024-26 Draft General Fund Budget Review
Finance Manager Gumbish presented the Fiscal Year 2024–2028 Final Budget.
Mayor Abel opened public comment. With no members of the public wishing to speak, public comment was closed.
Mayor Abel commented that the budget was well prepared and noted the Council’s conservative fiscal approach. Mayor Abel identified areas for future consideration, including potential funding alignment for the Welcome Center and continued evaluation of animal shelter funding.
Council Member Denison noted the budget was well prepared and expressed interest
in monitoring revenue performance specific to the new Aquatic and Recreation Center, and evaluating revenue trends and staffing impacts.
Council Member Lombardo thanked staff for the presentation, discussed tourismrelated revenue considerations, and expressed interest in exploring opportunities to increase revenues, particularly following the opening of the Aquatic and Recreation Center.
Mayor Abel suggested exploring regional marketing opportunities for Town facilities.
Council Member Drozd expressed appreciation for the report and looked forward to future updates.
Council Member Schooler expressed support for identified priorities, including the Welcome Center and animal shelter, and inquired about timing for further review.
Town Manager Yakimow responded that related items will return separately for Council consideration, including operational components.
Staff provided additional clarification regarding existing and future programming, associated operational costs, and anticipated revenue tracking.
Council Member Lombardo emphasized the importance of maintaining a supportive environment for business growth and community engagement.
The report was received and filed; no formal action was taken.
12. Town Project No. 4100 – : Community Center Pickleball Court Project - Change Order #5
Public Works Director Qishta presented the proposed Change Order No. 5 for the Community Center Pickleball Court project.
Mayor Abel opened public comment. With no members of the public wishing to speak, public comment was closed.
Mayor Abel commented that the item relates to deferred maintenance needs and noted it represents an appropriate use of public funds.
Council Member Lombardo inquired about the potential reuse of removed asphalt for maintenance on dirt roads.
Staff responded that the volume of material would be limited and may be used for
transitional or maintenance purposes, as appropriate.
Motion:
1. Adopt Resolution 26-09, amending the budget to allocate $420,000.00 from Capital Projects Reserve Fund 800 for Town Project No. 4100.
2. Approve 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.
Result: Passed (Yes 5, No 0, Abstained 0)
Mover: Council Member Rick Denison
Seconder: Council Member Jeff Drozd
Ayes: Merl Abel, Jeff Drozd, Rick Denison, Jim Schooler, Robert Lombardo Future Agenda Items
Council Member Lombardo requested exploration of revising commercial zoning to allow light industrial uses, including breweries and distilleries, to support adaptive reuse, increase visitors, and improve ease of change of use for entrepreneurs. He noted the need for flexibility to support redevelopment of older buildings.
Mayor Abel expressed support for responsible development with appropriate flexibility while maintaining protections for health, safety, and noise. He suggested reviewing the Old Town Master Plan or potential expansion to further support small business development.
There was general Council consensus to explore the item further.
Deputy Town Manager Stueckle noted the zoning code already provides flexibility within commercial districts and is generally business-friendly, with established standards. He also raised considerations regarding light industrial uses, including safety concerns related to flammable materials near residential areas, and emphasized the need for clear, enforceable regulations. Staff indicated willingness to bring the item back for further discussion and public input.
The Town Manager added that without a formal application, it is difficult to assess impacts, and any changes would need to go through the standard entitlement process.
Public Comments
Mayor Abel opened Public Comment.
Cheryl Contopolis provided an update on the animal shelter, noting a decrease in euthanasia numbers. She commented on intake, spay/neuter needs, and the need for facility expansion, including additional kennels and noise reduction. She noted the facility is not built to current community needs but stated overall operations are improving and thanked staff.
With no other members of the public wishing to speak, public comments were closed.
Staff Reports and Comments
Captain Scovel reported on OHV enforcement operations and noted additional operations are planned. Town Manager Yakimow noted ongoing tracking of complaints.
Community Services Manager Earnest thanked Mayor Abel for attending the Eggstravaganza event and provided a brief April program update.
Public Works Director Qishta provided updates on Tri-Valley projects, upcoming public hearings, commercial development updates, and noted the upcoming Planning Commission meeting.
Chief Villarino reported on upcoming fire apparatus and equipment, progress on the fire station project moving toward bid following land donation completion, and recognized the 20- year anniversary of the Sawtooth Fire.
Town Manager Yakimow noted RMOC is fully seated with comments to be incorporated and a potential cancellation of the May 19 meeting due to lack of quorum.
Mayor and Council Member Reports and Comments
Council Member Denison thanked public speakers, expressed appreciation for staff and enforcement efforts, and encouraged spring cleanup. He also noted positive comments on recent business and development activity.
Council Member Drozd congratulated staff and thanked enforcement for their work.
Council Member Lombardo congratulated staff, thanked the Clerk and Captain for enforcement efforts, and shared brief comments on museum programming and upcoming community involvement.
Mayor Pro Tem Schooler congratulated staff and expressed support for Council comments.
Mayor Abel encouraged residents to clear dry brush, thanked staff, and noted recent community meetings and events, including discussions on childcare and community programs.
Announcements
Mayor Abel closed the meeting In memory of Frank Medeiros with warm thoughts.
Mayor Abel adjourned the regular meeting at 6:44 pm.
Respectfully Submitted,
Brooke Dudra
Town Clerk
Item: 7.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Iryna Hess, Staff Accountant
Date: March 23, 2026
Meeting Date: May 5, 2026
Subject: AB1234 Reporting Requirements
Recommendation:
Receive and file the AB1234 Reporting Requirement Schedule for the month of March 2026.
Prior Review:
Current reimbursement policy for Council members and Successor Agency members reviewed and approved by Council August 2006.
Discussion:
AB1234 requires members of a legislative body to report on “meetings” attended at public expense at the next meeting of the legislative body. “Meetings” for purpose of this section are tied to the Brown Act meaning of the term: any congregation of a majority of the members of a legislative body at the same time and place to hear, discuss, or deliberate upon any item that is within the subject matter jurisdiction of the legislative body or the local agency to which it pertains. Qualifying expenses include reimbursement to the member related to meals, lodging, and travel.
An example of when a report is required is when a Town Council member represents his or her agency on a joint powers agency board and the Town pays for the official’s expenses in serving in that representative capacity. Additionally, in the spirit of AB1234, the Yucca Valley Town Council also reports all travel related to conference and training attended at public expense.
Although the AB1234 report can be either written or oral, this report must be made at the next meeting of the legislative body that paid for its member to attend the meeting.
Alternatives
None
Fiscal Impact:
There is no anticipated financial impact associated with the recommended approval of AB1234 reporting requirements.
Attachments
1. AB1234 March 2026
Date of Travel Organization Description Location
Mayor Merl Abel
03/25/26-03/26/26 League of California Cities 2026 Policy Committee Schedule Costa Mesa, CA Mayor Pro Tem Jim Schooler
No reportable meetings
Council Member Rick Denison
03/04/26 SBCTA Board of Directors Meeting San Bernardino, CA 03/17/26-03/19/26 SBCTA Legislative and Visioning Representation Washington, DC Council Member Jeff Drozd
No reportable meetings
Council Member Robert Lombardo
No reportable meetings
Town of Yucca Valley
Council Member AB1234 Meeting Schedule
March 2026
Item: 8.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Iryna Hess, Staff Accountant, Jordan Gumbish, Finance Manager Date: March 23, 2026
Meeting Date: May 5, 2026
Subject: Ratification of Warrant Registers
Recommendation:
Ratify the Payroll Registers totaling $299,181.36 dated March 13, 2026, and $338,056.97 dated March 27, 2026. Ratify the Warrant Registers totaling $3,343,358.96 for the period of March 1, 2026, through March 31, 2026.
Prior Review:
None for this item.
Discussion:
The attached Warrant Registers lists the warrants that have been paid for the periods identified above. The Finance Department certifies that to the best of staff’s knowledge and review, the listed warrants were drawn in payment of demands conforming to the adopted budget and that these demands are being presented to the Town Council for ratification.
Alternatives
None for this item.
Fiscal Impact:
The warrants presented were drawn in payment of demands included within the adopted budget.
Attachments
1. Payroll Register - March 13, 2026
2. Payroll Register - March 27, 2026
3. Warrant Register 03.01.2026-03.31.2026.
Check # Check Date Check Amount
Town of Yucca Valley Page: 1
Warrant Register from 3/01/2026 to 3/31/2026
EFT 3/06/2026 9,843.31
EFT 3/06/2026 4,055.08
EFT 3/06/2026 1,415.85
EFT 3/13/2026 22,107.47
EFT
Name
Mission Square
Lincoln 457 (Payroll)
PARS
SCE
Electryon Tech LLC 3/13/2026 129.00
EFT Parkers Building Supply 3/13/2026 228.54
EFT THE HOME DEPOT U S
A INC.
3/13/2026 1,953.05
EFT TRACTOR SUPPLY
CREDIT PLAN
3/13/2026 105.65
EFT WEX Bank 3/13/2026 4,419.72
EFT TPx Communications 3/13/2026 5,046.81
0066242 A Jump N Party Inc. 3/13/2026 4,978.90
0066243 ACTION PUMPING INC 3/13/2026 200.00
0066244 GREGORY ALLEN REX 3/13/2026 871.00
0066245 Raini Ameli Armstrong 3/13/2026 28.00
0066246 Arthur Ramirez Gutierrez 3/13/2026 450.00
0066247 AVALON URGENT CARE
INC
3/13/2026 375.00
0066248 Lara Bennett 3/13/2026 229.60
0066249 Castrol Premium Lube &
Smog Express
3/13/2026 114.80
0066250 Regina Costello 3/13/2026 63.00
0066251 Letner Roofing Co 3/13/2026 224,781.30
0066252 BROOKE DUDRA 3/13/2026 688.08
0066253 Edward Grantham 3/13/2026 119.61
0066254 Erik Mendoza 3/13/2026 300.00
0066255 Bree Francis 3/13/2026 43.13
0066256 Christopher J Frasher 3/13/2026 1,712.81
0066257 Frazier Pest Control, Inc. 3/13/2026 380.00
0066258 Geocon West Inc. 3/13/2026 29,767.50
0066259 Syhelie Amaya Gilmore 3/13/2026 480.00
0066260 Jordan A Gumbish 3/13/2026 82.07
0066261 Gregory Harris 3/13/2026 210.00
0066262 Robert Harris 3/13/2026 330.00
0066263 Richard Samuel
Hernandez
3/13/2026 180.00
0066264 Hi-Desert Water District 3/13/2026 6,565.43
0066265 Christine I'Anson 3/13/2026 187.05
0066266 INTERVET INC 3/13/2026 2,718.75
0066267 Janice Pask 3/13/2026 206.00
0066268 KK RENTS, LLC 3/13/2026 57.42
0066269 Kyle Bodyfelt 3/13/2026 630.00
0066270 Layton Matthews 3/13/2026 690.00
0066271 LCR Earthwork &
Engineering, Corp
3/13/2026 23,275.00
0066272 FRED'S TIRES 3/13/2026 360.00
0066273 Meilani MacDonald 3/13/2026 46.90
0066274 MasterShield 3/13/2026 3,735.56
0066275 Layton D Matthews 3/13/2026
Description
Internet Connection
Credit Card Feb 2026
Credit Card Feb 2026
Credit Card Feb 2026
Fuel
Phone Service
Invoices 67381, 67555
Rooter Main Line for Sheriff Substation
Veterinary Services
Contracted Instructor, Watercolor Workshop
Contracted Youth Basketball Referee Service,
01.31.26-02.28.26.
Invoices 32587, 32588, 32819, 32997
Invoices Feb-26, Feb-26, Feb-26
Invoices 88596, 88743
Contracted Instructor, Belly Dance Class
Invoices 69756, 70353
Travel Expense Reimbursement, CM Clerk Training,
02.10.26-02.13.26.
Annual Work Boots for Edward Grantham
Photigraphy Service for Yuoth Basketball League
Travel Expense Reimbursement, CSMFO
Conference, 02.24.26-02.27.06.
Photography Services
02/26 Town-wide Monthly Pest Control
Invoices 725120439, 725130451, 726010438
Contracted Youth Basketball Referee Service
,01.31.26-02.28.26
Travel Expense Reimbursement, CSMFO
Conference, 02.24.26-02.27.06.
Contracted Youth Basketball Referee Service
Contracted Youth Basketball Referee Service,
02.07.26-02.28.26.
Contracted Youth Basketball Official Service,
01.31.26-02.07.26
Water Supply Service
Travel Advance, Long Beach 03.10.26-03.13.26.
"Home Again" Microchips
Refund for Facility Rent Deposit
Propane Supply
Contracted Youth Basketball Official Service,
01.31.26-02.28.26.
Contracted Sports Referee Service, 01.31.26-
02.28.26 Yucca Mesa & Buena Vista Intersection Project, Feb 2026
Vehicle Maintenance Service
Contracted Instructor, Arts and Crafts Club
Window Tinting Service @ Senior Center, Job ID
6885
Contracted Youth Basketball Referee Service,
01.31.26-02.26.26
720.00
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 2
Warrant Register from 3/01/2026 to 3/31/2026
0066276 Sylvia L Matthews 3/13/2026 Contracted Youth Basketball Referee Service,
01.31.26-02.28/26
888.00
0066277 Victoria Montgomery 3/13/2026 Contracted Instructor, Stretch "N" Tone Class 121.80 0066278 Nelson Mobile Services
Inc
3/13/2026 Invoices 2810, 2811, 2812, 2813, 2814, 2816 1,493.01 0066279 PARS 3/13/2026 01/26 Annual Asset Fee 300.00
0066280 PETTY CASH 3/13/2026 Miscellaneous Supplies, Finance Petty Cash Replenish
860.99
0066281 PRO SECURITY
SYSTEMS, INC.
3/13/2026 Museum Recorder Maintenance Supply 330.00
0066282 QUALITY STREET
SERVICES INC
3/13/2026 Invoices 261133, 261134, 261135 27,560.00
0066283 JOHN CLAYTON
RARDON
3/13/2026 YVARC Focus Group Expense Reimbursement 60.77 0066284 Jessica Rice 3/13/2026 Mileage Reimbursement 100.05 0066285 Roderick Rogers 3/13/2026 Contracted Youth Basketball Official Service,
01.31.26-02.21.26
360.00
0066286 SBCO REGISTRAR OF
VOTERS
3/13/2026 November 2024 Election Costs 47,984.00
0066287 Sciencenter 3/13/2026 Remaining Balance for Museum Exhibition Rental - Summer 2026, 05/12/26-09/11/26, 2of2
17,000.00
0066288 Penny Lee Shadwick 3/13/2026 Contracted Instructor, Knit and Crochet Class 26.60 0066289 Katherine Shaw 3/13/2026 Refund for V 02-25 & EA 09-25@58238 Alta Mesa Dr (reissue)
1,008.19
0066290 Simon Herbert 3/13/2026 Draw Club Model Service 130.00 0066291 SWANK MOTION
PICTURES INC
3/13/2026 Widescreen Movie Rights, 04/24/2026-10/23/2026 4,680.00 0066292 TRI VALLEY LITTLE
LEAGUE
3/13/2026 FY25/26 Measure Y Partnership Agreement 2,500.00 0066293 UBD Inc 3/13/2026 56370 Buena Vista Demolition Project, Retention Release
1,907.40
0066294 ULINE 3/13/2026 Maintenance Equipment 635.47
0066295 UniFirst Corporation 3/13/2026 Invoices 2200367890, 2200370958 440.88 0066296 Valley Independent
Printing LLC
3/13/2026 Letterhead Supply 312.11
0066297 VCA Yucca Valley Animal
Hospital
3/13/2026 Invoices 5563696294, 5563696354, 5563696615 449.52 0066298 Raymond Williams 3/13/2026 Contracted Youth Basketball Referee Service,
01.31.26-02.28.26
480.00
0066299 WONDER ELECTRIC
CO., INC.
3/13/2026 PO26-10198, Sports Field Lights Replacement 13,676.34 0066300 Mary Worthen 3/13/2026 Contracted Instructor, Woodcarving Class 30.80 0066301 Yucca Valley Auto Parts,
Inc.
3/13/2026 Invoices 531041, 532369, 532487, 532488 178.73 0066302 Yucca Valley Senior
Citizens Club
3/13/2026 2026 Senior Valentine's Dance (Youth Commission) 1,290.89 EFT FORTE 3/13/2026 PO25-10127, YVARC Project, Security Systems Equipment, #7
21,758.26
EFT Dena Bates 3/13/2026 Senior Benefit Assistance Program 160.00 EFT Roadrunner Print and
Ship
3/13/2026 Printing Services, Senior Center Calendar 25.25 EFT Burke Williams and
Sorensen LLP
3/13/2026 02/26 Professional Services 25,221.05
EFT CIRA 3/13/2026 10-12/2025 CIRA Work Comp 2,054.31
EFT EcoFert, Inc. 3/13/2026 02/26 Monthly Program Fees 2,160.00
EFT FARMER BROTHERS
CO
3/13/2026 Office Coffee Supply 525.62
EFT Harrell's LLC 3/13/2026 Invoices INV02148291, INV02150061 6,237.72 EFT Iryna Hess 3/13/2026 Travel Expense Reimbursement, CSMFO Conference, 02.24.26-02.25.06.
82.07 EFT Honeywell International
Inc.
3/13/2026 Mechanical & Electrical Service, Apr 2026 5,551.39
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 3
Warrant Register from 3/01/2026 to 3/31/2026
EFT J&K Automotive Repair
LLC
3/13/2026 Veh#22 Brake Installation 1,341.12
EFT Joshua Curtis Slone 3/13/2026 Exercise Physiologist, Senior Programming 875.00 EFT Knorr Systems Int'l 3/13/2026 Pool Heater Inspection 1,137.50 EFT Shawn M Matteke 3/13/2026 Contracted Instructor, Senior Programming 500.00 EFT Primo Brands 3/13/2026 Office Bottled Water Supply (TH) 285.29 EFT RECREONICS 3/13/2026 Pool Pump Parts Supply 125.28
EFT Right of Way, Inc. 3/13/2026 Park Signs Supply 270.37 EFT SBCO Sheriff's
Department
3/13/2026 03/26 Public Safety Services 587,429.00
EFT Tripepi, Smith &
Associates, Inc.
3/13/2026 Website Development, Graphic Art Services, General Account Support
2,342.03
EFT Turf Star inc 3/13/2026 Stands for TORO 98" ProCore 1298 Turf Aerator 2,045.33 EFT Yunex LLC 3/13/2026 Invoices 5610007613, 90006432 1,503.03 EFT Zoll Medical Corporation 3/13/2026 AEDs Supply for Community Services 1,659.53 EFT Mission Square 3/18/2026 5,539.20
EFT Lincoln 457 (Payroll) 3/18/2026 4,046.38
EFT PARS 3/18/2026 1,544.20
EFT Staples 3/27/2026 Credit Card 1,399.62
EFT SCE 3/27/2026 Electric Service 14,961.15
EFT Multy Service Technology
Solutions Inc.
3/27/2026 Credit Card 2,572.18
EFT Pacific Western Bank 3/27/2026 Credit Card 19,272.35 EFT SoCalGas 3/27/2026 Gas Service 5,749.09
0066303 AHA Projects 3/27/2026 FY25/26 Public Art Community Partnership Funds 5,000.00 0066304 AIS 3/27/2026 Invoices IN1078818, IN1086166 73.05 0066305 AIS 3/27/2026 03/26 Copy Charges per Lease 816.65 0066306 ALL THE KINGS FLAGS 3/27/2026 Town, US & State Flags Supplies 2,185.11 0066307 Animal Action League 3/27/2026 Invoices 03042026, 03102026, 2396134 1,271.00 0066308 GREGORY ALLEN REX 3/27/2026 Invoices 10534, 10606, 10680 3,894.00 0066309 Stotz Equipment 3/27/2026 Invoices 137741, 148150, 151611, CRED007612 1,305.68 0066310 BPS Tactical Inc. 3/27/2026 OHV Load Bearing Vests 1,540.83 0066311 CITY OF TWENTYNINE
PALMS
3/27/2026 Annual Youth Basketball Tournament Registration Fee
1,350.00
0066312 CoreLogic Solutions LLC,
Information Solutions
3/27/2026 RQ2 Nationwide Commitment Package, Feb 2026 550.58 0066313 Jessica Cuna 3/27/2026 Travel Expense Reimbursement, CPRS, 03.10.26-
03.13.26. 85.01
0066314 Desert Arc 3/27/2026 02/26 Cleaning Services 7,232.04 0066315 Diebolt, Brian 3/27/2026 Refund for CUP 04-25 & EA 06-25 @57155 29Palms Hwy
4,441.41
0066316 BROOKE DUDRA 3/27/2026 Travel Expense Reimbursement, Notary Training, 03/11/2026
279.25
0066317 Enhanced Scanning LLC 3/27/2026 Utility Location @ Tri-Valley Little League 1,820.00 0066318 Andrew Farias 3/27/2026 Refund for CUP 03-25 and EA 04-25@Twentynine Palms Hwy & Avalon Rd- Circle K
4,095.50
0066319 FEDEX 3/27/2026 Invoices 9-203-68023, 9-222-15645 212.29 0066320 First American Data Tree,
LLC
3/27/2026 Monthly Subscription for Property Info Website 100.00 0066321 Zachary Fleming-Boyles 3/27/2026 Travel Reimbursement, Los Angeles, 03.10.26-
03.13.26. 425.92
0066322 Jeremy Francis 3/27/2026 Travel Expense Reimbursement, CPRS, 03.09.26-
03.10.26. 243.53
0066323 FULTON DISTRIBUTING
CO
3/27/2026 AS/AC Janitorial Supplies 671.88
0066324 Gold Mountain California
News Media, Inc.
3/27/2026 Invoices 67604, 67605, 67606, 67681, 67682, 67688 2,361.47 0066325 GUY WULF 3/27/2026 Invoices 031026, 031226, 031726 315.00 0066326 Hinderliter, de Llamas
and Associates
3/27/2026 Invoices SIN061409, SIN06160, SIN06161 2,209.74 0066327 Hi-Desert Water District 3/27/2026 Water Supply Service 2,152.68
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 4
Warrant Register from 3/01/2026 to 3/31/2026
0066328 Christine I'Anson 3/27/2026 Travel Expense Reimbursement, CPRS, 03.10.26-
03.13.26. 51.42
0066329 I.Stinchcomb, PE, Inc. 3/27/2026 Plans for Foundation for Metal Building 1,250.00 0066330 Tommie L Jones 3/27/2026 Travel Expense Reimbursement, CPRS, 03.10.26-
03.13.26. 67.60
0066331 Kateryn Silva 3/27/2026 Draw Club Live Model Service 130.00 0066332 KELLY PAPER
COMPANY
3/27/2026 Invoices 12184025, 12184026, 12184029 1,375.69 0066333 Kevin Quinlan 3/27/2026 Invoices 031126, 031826 210.00 0066334 Kiss Manufacturing
Company, Inc.
3/27/2026 Animal Document Holder 607.13
0066335 Jakub Kusmieruk 3/27/2026 Travel Expense Reimbursement, CPRS, 03.10.26-
03.13.26. 266.69
0066336 Landmark Consultants,
Inc
3/27/2026 Community Center Athletic Facilities, PO26-10186, Pickleball Courts, 02/26/26-03/11/26
5,062.30
0066337 Living Hope Church 3/27/2026 PO26-10121, Facility Rental for Youth Sports, Balance Due
8,200.00
0066338 FRED'S TIRES 3/27/2026 Vehicle Maintenance Service 550.04 0066339 McCue Mechanical 3/27/2026 Senior Center Walk In Cooler Repair Service 2,245.00 0066340 Midwest Veterinary
Supply, Inc.
3/27/2026 Invoices 27631732-000, 27631732-050, 27693585- 000, 27770914-050, 27770914-100, 27849812-050,
27849812-100, 27849812-150
6,729.12
0066341 Municipal Dental Pool
C/O Keenan &
Associates, SETECH
3/27/2026 Monthly Dental Premium Group ID #22642-00001, Apr 2026
2,283.04
0066342 Nelson Mobile Services
Inc
3/27/2026 Invoices 2830, 2831 453.50
0066343 PlaceWorks, Inc. 3/27/2026 Invoices TYV-09.0-13, TYV-10.0-8, TYV-11.0-9, TYV-12.0-7, TYV-12.0-8
49,205.75
0066344 PRO SECURITY
SYSTEMS, INC.
3/27/2026 Semi Annual Fire Alarm Inspection, Senior Center 180.00 0066345 Quadient Finance USA
Inc.
3/27/2026 Postage 1,400.00
0066346 Quadient Inc. 3/27/2026 Ink Cartridge for Postage Machine 244.42 0066347 QUALITY STREET
SERVICES INC
3/27/2026 Invoices 261244, 261245, 261837 27,454.00
0066348 JOHN CLAYTON
RARDON
3/27/2026 Travel Expense Reimbursement, CPRS, 03.09.26-
03.13.26. 374.92
0066349 SBCO Fire Protection
District
3/27/2026 04-06/2026 Household Hazardous Wastes Fees 9,161.11 0066350 Sonsray Machinery, LLC 3/27/2026 Equipment Maintenance 885.15 0066351 Trophy Express 3/27/2026 Invoices 874750, 874755 133.22 0066352 Courtney Garcia 3/27/2026 Refund for STVR 16-26@7174 Barberry Ave 1,425.00 0066353 UniFirst Corporation 3/27/2026 Invoices 2200373831, 2200376746 440.88 0066354 Valley Independent
Printing LLC
3/27/2026 Invoices 45653, 45721 458.44
0066355 VCA Yucca Valley Animal
Hospital
3/27/2026 Invoices 5563697374, 5563697526, 5563698061,
5563698186
592.74
0066356 Benjamin Vital 3/27/2026 Draw Club Contracted Instructor 50.00 0066357 Yucca Valley Auto Parts,
Inc.
3/27/2026 Maintenance Supplies 139.61
0066358 YUCCA VALLEY
CHAMBER OF
COMMERCE, INC.
3/27/2026 Marketing - Billboard Banner "2026 YV Film Festival" 750.00 EFT Alliant Insurance Services
Trust Account Newport
3/27/2026 Special Event Insurance Premium, YUCCVAL-01 329.00 EFT American Business Bank 3/27/2026 Retention Escrow Deposit for RC Construction Inc., YV ARC Project; Application#19, period thru
02/28/2026
74,156.16
EFT CIRA 3/27/2026 07-12/2025 CIRA Gen EPL Deductible 446.00 EFT Capitol Advocacy LLC 3/27/2026 02/2026 Professional Services 10,000.00 EFT CDW GOVERNMENT 3/27/2026 Invoices AI2AE5B, AI2AE5N, AI2ANV6I, AI3U24J 2,667.63
Check # Name Check Date Description Check Amount
Town of Yucca Valley Page: 5
Warrant Register from 3/01/2026 to 3/31/2026
EFT CHARLES ABBOTT
ASSOCIATES
3/27/2026 02/26 Building Permit and Plan Check Fees 21,163.84 EFT Charter Communications 3/27/2026 Cable/Fiber Services 4,187.75 EFT HMC Group dba HMC
Architects
3/27/2026 02/26 YV Aquatic Center Project - prop 68 40,000.00 EFT Kimley-Horn and
Associates, Inc.
3/27/2026 Invoices CR53611, CR53678 4,501.12
EFT Nena C McCullough 3/27/2026 Travel Expense Reimbursement, CPRS, 03.10.26-
03.13.26. 258.93
EFT MityLite Inc. 3/27/2026 Invoices 00197856, 00197935 21,691.80 EFT Noel Rodney Owsley 3/27/2026 GE Services, LLA 01-26; COFC 01-26; NRO Project N100.488, Feb 2026
250.00
EFT Primo Brands 3/27/2026 Invoices 16B0028803427, 16B0029470002 253.48 EFT QuickScores LLC 3/27/2026 Sports Online Platform Services 126.00 EFT Robert Clapper
Construction Services Inc
3/27/2026 YV Aquatic and Recreation Center Construction Project, thru February 28, 2026
1,408,967.09
EFT Safework, Inc 3/27/2026 YVARC Project Construction Managment, 02/01/2026-02/28/2026
60,856.00
EFT SBCO Sheriff's
Department
3/27/2026 Invoices 1800002246, 1800002260, 1800002273 98,538.67 EFT Southwest Networks, Inc. 3/27/2026 Invoices 26-2085SC, 26-2086, 26-3042SC, 26-3057, 26-3509
16,883.49
EFT Tripepi, Smith &
Associates, Inc.
3/27/2026 Monthly Retainer for Marketing Support Services 8,517.00 EFT Van Engineering Inc. 3/27/2026 CC Athletic Facility Improvements, 02/01/26- 02/28/26
151,715.00
EFT Yunex LLC 3/27/2026 Invoices 5610007822, 90006691 605.37 EFT PARS 3/31/2026 OPEB/ QTR 03.31.26 24,347.40
EFT PARS 3/31/2026 Pension QTR Ending 03.31.26 12,173.80 EFT Mission Square 3/31/2026 10,109.62
EFT Lincoln 457 (Payroll) 3/31/2026 4,046.38
EFT PARS 3/31/2026 1,497.78
Total Checks: 3,343,358.96
Item: 9.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Debra Breidenbach, Human Resources and Risk Manager Date: March 25, 2026
Meeting Date: May 5, 2026
Subject: Rejection of Claim
Recommendation:
That the Town Council rejects one Claim filed against the Town of Yucca Valley submitted on March 10, 2026, by John R. Ewing III.
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: 10.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: April 16, 2026
Meeting Date: May 5, 2026
Subject: Town Project No. 5005: Yucca Valley Senior Center (Desert Willow Center For Seniors) Modernization Phase 2 — Notice of Completion
Recommendation:
That the Town Council accepts the project as substantially complete, authorizes staff to file the Notice of Completion, authorizes the reduction of the Faithful Performance Bond to 10%, and directs staff to retain the Labor and Material Bond for six (6) months for Project No. 5005.
Prior Review:
On June 17, 2025, the Town Council acted as follows:
• Amended the budget to allocate $350,000.00 from Measure Y Fund 801 for Town Project No. 5005.
• Approved Change Order #12 to the contract with SPEC Construction Company, Inc. for Dining Room renovation to include flooring, painting, lighting, and window covering, increasing the contract by $249,247.19.
• Approved Change Order #13 to the contract with SPEC Construction Company, Inc. for the complete removal and replacement of asphalt for the upper parking lot, increasing the contract by $66,486.06.
• Approved a contingency of $30,000.00 to cover any ancillary and incidental expenses and authorized the Town Manager or his designee to approve any subsequent amendments for a total contract amount not to exceed $2,518,733.25 • Amended the budget, approving Amendment 2 to the Agreement with Holt Architects for an increase of $15,134.51 to assist with design and submittal approvals for Change Order #12.
On November 19, 2024, the Town Council acted as follows:
• Adopted Resolution No 24-43, amending the FY 2024/2025 Special Revenue Funds Budget for a total project budget of $3,000,000.00 by appropriating $1,200,000.00 from
SRF 2022 Debt Service Fund 222, and $407,000.00 from Capital Project Reserve Fund 800.
• Approved the award of a construction contract with SPEC Construction Company, Inc., in the amount of $2,173,000.00 to construct Yucca Valley Senior Center Modernization Phase 2 Project.
• Authorized construction, construction contingency in the amount of $220,000.00, and inspection costs in the total amount of $2,443,000.00.
• Approved the purchase of a DIRT wall system for the amount of $68,055.03 and office furniture in the amount of $39,604.74 from G/M Business Interiors. • Approved Agreement with Safework in the amount of $235,800.00 for Construction Management Services.
• Authorized the Mayor, Town Manager, and Town Attorney to execute the agreement and authorized the Town Manager to expend the contingency funds, if necessary, for project completion.
On September 17, 2024, the Town Council approved Amendment 1 to the Agreement with Holt Architects by increasing compensation in the amount of $49,223.00, for a contract total of $268,223.00 and authorized the Town Manager, Town Attorney, and Mayor to sign all documents necessary to implement the project.
On October 3, 2023, the Town Council approved Holt Architects’ proposal and authorized staff to sign an agreement with Holt Architects for professional design services on the Senior Center Improvements Project (Phase 2).
On April 19, 2022, the Town Council awarded a two-year contract to Holt Architects for On-Call Architectural Services. The Agreement went into effect on December 21, 2022, in the amount of $100,000.00.
Holt Architects were asked to look into a second phase of Senior Center improvements (Phase 1 being the kitchen renovation). Phase 2 focused on the staff offices, reception area, and restrooms. After meeting with Town Staff, Holt Architects presented four (4) options for reconfiguring the restrooms.
Discussion:
Phase 2 of the project consists of modifications to the existing restrooms to meet current ADA standards; modernization of the staff offices and the lobby area; upgrading the entry door to the Center; new interior lighting; HVAC system; installation of fiber optic cable for internet services; and painting the building's exterior.
The change orders included additional scope related to the modernization of the dining room area of the Senior Center, including the removal and replacement of flooring, painting, lighting upgrades, and new window treatments.
The project started on November 3, 2025, and was substantially completed by January 30,
2026. The Town Inspector provided a punch list of items for the contractor to correct and then reviewed the work until it was found satisfactory to and accepted by the Town.
Due to contractor-side delays, liquidated damages were imposed on this project. Liquidated damages are daily monetary assessments charged against a contractor for failing to complete a project by the contractually specified date. Under state law, local agencies are expressly permitted to include these provisions in public works contracts to compensate for losses caused by contractor-side delays. These damages are compensatory and recognize the additional costs incurred by the Town as a result of an extended project schedule.
It is appropriate for the Town to accept the work as substantially complete and file a Notice of Completion. It is also appropriate to reduce the Faithful Performance Bond being held as a surety to 10%. Provided there are no liens or stop notices, the Labor and Material Bond shall be retained for a period of six (6) months, then released.
Alternatives
No alternatives are recommended by staff. The recommended action is necessary for the project to move forward.
Fiscal Impact:
The total Amended Budget for the Senior Center Modernization Town Project No. 5005 is funded as follows:
SBCO ARPA Fund $998,000
Town Debt Service Fund $1,200,000
Capital Project Reserve
Fund
$407,000
Measure Y Fund $760,000
Total Budget $3,365,000
The overall cost of the improvement work breaks down as follows:
Total Project Expenditures:
Description Cost
Bid Amount $ 2,173,000.00
Change Order #12 (Town Council Approved) $ 249,247.19
Change order #13 (Town Council Approved) $ 66,486.06
Change Orders $ 234,143.75
Liquidated Damages (40 Calendar Days) $ (40,000.00)
DIRT Wall $ 75,000.00
FF&E $ 71,000.00
Fiber Installation $ 18,538.00
Holt Design $ 283,358.00
Construction Management $ 72,500.00
Inspection and Testing $ 50,000.00
Total Construction Estimated $ 3,253,273.00
Any remaining appropriated budget after final expenditures for the project will be returned to their source fund.
Attachments
1. 09_17_2024 TC Minutes
2. 10_03_2023 TC Minutes
3. 11_19_2024 TC Minutes
4. Notice of Completion - SPEC
5. 04_19_2022 TC Minutes
6. 6_17_2025 TC Minutes
7. NOC Project 5005 - Expenditures
8. Sr Center Construction Pics
YUCCA VALLEY TOWN COUNCIL MINUTES September 17, 2024
Council Member Denison thanked the committee for their presentation and inquired about attendance levels within the classrooms and how to achieve optimal levels for the best learning environment.
APPROVAL OF AGENDA
RESULT: APPROVED [ UNANIMOUS]
MOVER: Rick Denison, Council Member
SECONDER: Jim Schooler, Council Member
AYES: Rick Denison, Merl Abel, Jeff Drozd, Jim Schooler EXCUSED: Robert Lombardo
CONSENT AGENDA
RESULT: APPROVED [ UNANIMOUS]
MOVER: Jim Schooler, Council Member
SECONDER: Rick Denison, Council Member
AYES: Rick Denison, Merl Abel, Jeff Drozd, Jim Schooler EXCUSED: Robert Lombardo
2. Adopt the Town Project No. 4100: Yucca Valley Community Center Athletic Facility Project - Phase 1 - Approval of Plans and Specifications; Authorization to Advertise for Construction.
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA,
APPROVING THE SPECIFICATIONS FOR THE YUCCA VALLEY COMMUNITY CENTER ATHLETIC FACILITY - PHASE 1 PROJECT IN SAID TOWN AND AUTHORIZING AND DIRECTING THE TOWN CLERK TO ADVERTISE AND RECEIVE BIDS.
MOTION:
Adopt Resolution No. 24- 36, approving the plans and specifications for Project No. 4100, Yucca Valley Community Center Athletic Facility Project - Phase 1 and authorize the Town Clerk to advertise and receive bids.
3. Approve the Yucca Valley Senior Center Modernization - Phase 2 Project, Town Project 5005: Consultant Services additional funds, Increasing Compensation in the amount of 49, 223, for a total contract value of $ 268,23. 00
MOTION:
Approve Amendment No. 1 to the Consultant Agreement with Holt Architects by increasing compensation in the amount of $ 49, 223. 00to Holt Architects, authorizing the Town Manager, Town Attorney, and Mayor to sign all documents necessary to implement the project.
4. Approve the Town Project No. 7037/ 840: Town -Wide Crack, Slurry, Cape Seal Project Notice of Completion, Final Project Report
MOTION:
Accept the project as substantially complete; authorize staff to file the Notice of 2! Page
YUCCA VALLEY TOWN COUNCIL MINUTES November 19, 2024
11. Town Project No. 5005 —: Yucca Valley Senior Center Modernization Phase 2 Project - Budget Amendment, Award of Bid to SPEC Construction Company, Inc.
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA VALLEY, CALIFORNIA, AMENDING FY 2024-5 SPECIAL REVENUE FUND BUDGET BY APPROPRIATING 1, 200, 000 FROM 2022 DEBT SERVICE FUND 800 and $ 407, 000 FROM CAPITAL PROJECT RESERVE FUND 800 BY TRANSFERRING THOSE FUNDS TO ARPA FUND 574 FOR PROJECT NO. 5005, YUCCA VALLEY SENIOR CENTER MODERNIZATION PHASE 2 PROJECT, FOR A TOTAL PROJECT BUDGET AMOUNT OF $ 3, 200, 000.
Public Works Director Qishta presented the staff report for the second phase of the Senior Modernization Project.
Community Services Manager Earnest provided additional information regarding the coordination of meal service and senior activities during the six- month construction period.
Town Manager Yakimow commented on the possible need to hire a project manager for this project and the item will be back before the Council in December.
Mayor Pro Tem Drozd opened public comments. With no members of the public wishing to speak, public comments were closed.
Council Member Abel inquired on the project scheduling and how staff is proposing to continue the food service program. Abel asked if the seniors are aware of the upcoming changes and posed questions regarding project funding.
Town Manager Yakimow reviewed the funding sources for the project.
Council Member Abel explained that if there is a need for assistance for the seniors to get a hot meal, the Town should accommodate through the disruption in the gathering space.
MOTION:
Adopt Resolution No 24- 43, amending the FY 2024/025 Special Revenue Funds Budget, for a total project budget of $ 3, 000,00 by appropriating $ 1, 200, 000 from SRF 2022 Debt Service Fund 222 and $ 407, 000 from Capital Project Reserve Fund 800 as identified in Exhibit A.
Approve the award of a construction contract with SPEC Construction Company, Inc., in the amount of $ 2, 173, 000 to construct the Yucca Valley Senior Center Modernization Phase 2 Project.
Authorize construction, construction contingency in the amount of $ 220, 00, and inspection costs in the total amount of $2, 443, 000.
5 ! Page
YUCCA VALLEY TOWN COUNCIL MINUTES November 19, 2024
Approve the purchase of a DIRT wall system in the amount of $68, 055.3 and office furniture in the amount of $39, 604. 7from G/ M Business Interiors.
Authorize the Mayor, Town Manager, and Town Attorney to execute the agreement, and authorize the Town Manager to expend the contingency funds, if necessary, for project completion.
RESULT: ADOPTED [ UNANIMOUS]
MOVER: Rick Denison, Council Member
SECONDER: Jim Schooler, Council Member
AYES: Rick Denison, Merl Abel, Jeff Drozd, Jim Schooler EXCUSED: Robert Lombardo
12. Land Development Update Report
Deputy Town Manager Stueckle presented an update on current land use developments.
Mayor Pro Tem Drozd opened public comments. With no members of the public wishing to speak, public comments were closed.
Council Member Abel inquired if storage unit properties are part of the Town' s tax base and spoke in favor of the proposed mixed - use projects. Abel asked if the former Hi Desert Star property is in the Old Town Specific Plan. Abel commented on the landscape maintenance at the Walmart shopping center.
RESULT: RECEIVED AND FILED
FUTURE AGENDA ITEMS
Council Member Abel requested to have a review of public meeting schedules with hopes to encourage public participation. A consensus was reached amongst the Council to include on a future agenda.
PUBLIC COMMENTS
Mayor Pro Tem Drozd opened public comments for items not on the agenda.
Suzy Dick, Yucca Valley invited the Town Council and the Town Council and the public to the upcoming nativity event at the Church of Jesus Christ of Latter -Day Saints.
With no other members of the public wishing to speak, Mayor Pro Tem Drozd closed public comments.
6I Page
RECORDED REQUEST OF:
TOWN OF YUCCA VALLEY
WHEN RECORDED MAIL TO:
Attn: Alex Qishta
TOWN OF YUCCA VALLEY
Community Dev. Dept.
58928 Business Center Drive
Yucca Valley, CA 92284
SPACE ABOVE THIS LINE FOR RECORDER’S USE
APN: N/A
TRA: N/A
NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:
1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described.
2. The FULL NAME of the OWNER is: TOWN OF YUCCA VALLEY
3. The FULL ADDRESS of the OWNER is: 57090 TWENTYNINE PALMS HWY YUCCA VALLEY, CA 92284
4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: IN FEE.
N/A
(If other than fee, strike “in fee” and insert, for example “purchaser under contract of purchase” or “lessee.”)
5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS if any WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON ARE:
NAMES ADDRESSES
N/A N/A
N/A N/A
6. The full names and full addresses of the predecessors in interest of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to:
NAMES ADDRESSES
N/A N/A
N/A N/A
7. A work of improvement on the property hereinafter described was COMPLETED:
February 19, 2026
8. The work of improvement completed is described as follows:
The work includes improvements to the Yucca Valley Senior Center Building
9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is:
SPEC Construction Co. Inc.
115 W. Main Street
Ontario, CA 91762
10. The street address of said property is:
57090 29 Palms Hwy.
YUCCA VALLEY, CA 92284
11. The property on which said work of improvement was completed is in the Town of Yucca Valley, County of San Bernardino, State of California, and is described as follows:
Yucca Valley Senior Center
Date: ____________ Signature of Owner or agent of owner Alex Qishta, PE, Public Works Director
Town of Yucca Valley
Verification for INDIVIDUAL owner: I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and that the facts stated there in are true and correct.
N/A N/A
Date and Place (Signature of owner named in paragraph 2) Verification for NON-INDIVIDUAL owner: I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Public Works Director of aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.
YUCCA VALLEY, CA
Date and Place Alex Qishta, Public Works Director
(Signature of person signing on behalf of owners)
Town of Yucca Valley
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 1
Date Post Type Source Reference Description Units Debit Credit Balance 574 00 8313 5005 00 0000 000 Capital Project Construction Senior Center Improvements Phase II
0.00 1/17/2025 Actual G/L Payroll Import 01/17/2025 159.12 159.12 1/31/2025 Actual A/P Application#1 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 01/31/2025
270,000.00 270,159.12
2/14/2025 Actual G/L Payroll Import 02/14/2025 318.24 270,477.36 2/28/2025 Actual A/P WO-2127567 Charles Taylor Enviromental Technical Services
Asbestos Site Assessment and
Report
920.00 271,397.36
2/28/2025 Actual G/L Payroll Import 02/28/2025 318.24 271,715.60 3/14/2025 Actual G/L Payroll Import 03/14/2025 477.36 272,192.96 3/18/2025 Actual A/P Application#2 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 03/18/2025
418,750.00 690,942.96
3/26/2025 Actual A/P LPO425-30 Landmark Consultants, Inc Senior Center Modernization,
03/13/25-03/26/25
2,519.00 693,461.96
3/28/2025 Actual G/L Payroll Import 03/28/2025 623.22 694,085.18 4/09/2025 Actual A/P LP0425-71 Landmark Consultants, Inc Senior Center Modernization,
03/27/25-04/09/25
1,144.00 695,229.18
4/11/2025 Actual G/L Payroll Import 04/11/2025 371.28 695,600.46 4/23/2025 Actual A/P 70299 Frazier Pest Control, Inc.
Senior Center Modernization Project
Pest Control
850.00 696,450.46
4/25/2025 Actual G/L Payroll Import 04/25/2025 609.96 697,060.42 5/07/2025 Actual A/P LP0525-59 Landmark Consultants, Inc Senior Center Modernization, PO25
-10152, 04/24/2025-05/07/2025
1,446.50 698,506.92
5/09/2025 Actual G/L Payroll Import 05/09/2025 477.36 698,984.28 5/20/2025 Actual A/P Application#3 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 04/30/2025
436,250.00 1,135,234.28
5/28/2025 Actual A/P LP0625-25 Landmark Consultants, Inc Senior Center Modernization, PO25
-10152, 05/08/25-05/21/25
286.00 1,135,520.28
5/31/2025 Actual A/P Application#4 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 05/31/2025
417,500.00 1,553,020.28
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 2
Date Post Type Source Reference Description Units Debit Credit Balance 5/31/2025 Actual A/P 476-1 Safework, Inc.
Senior Center Project, Construction
Management, 02/01/25-05/31/25
30,393.50 1,583,413.78
6/12/2025 Actual A/P LP0625 Landmark Consultants, Inc
Senior Center Modernization, PO25
-10152, 05/22/25-06/04/25
572.00 1,583,985.78
6/30/2025 Actual A/P Application#5-1 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 06/30/2025
107,625.50 1,691,611.28
6/30/2025 Actual A/P 00000476-2a Safework, Inc.
Senior Center Project, Construction
Management, 06/01/2025-
06/30/2025
5,940.00 1,697,551.28
7/18/2025 Actual G/L Payroll Import 07/18/2025 914.94 1,698,466.22 7/31/2025 Actual A/P Application#5-2 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 07/31/2025
107,625.50 1,806,091.72
7/31/2025 Actual A/P 00000476-2b Safework, Inc.
Senior Center Project, Construction
Management, 07/01/2025-
07/31/2025
5,940.00 1,812,031.72
8/01/2025 Actual G/L Payroll Import 08/01/2025 674.85 1,812,706.57 8/13/2025 Actual A/P 1462 HI DESERT GLASS
Commercial Storefront Windows
Installation at Senior Center
2,265.74 1,814,972.31
8/15/2025 Actual G/L Payroll Import 08/15/2025 330.54 1,815,302.85 8/29/2025 Actual G/L Payroll Import 08/29/2025 440.72 1,815,743.57 9/12/2025 Actual G/L Payroll Import 09/12/2025 385.63 1,816,129.20 9/24/2025 Actual A/P LP1025-57 Landmark Consultants, Inc Senior Center Modernization, PO25
-10152, 09/11/25-09/24/25
572.00 1,816,701.20
9/30/2025 Actual A/P Application#6 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 10/01/2025
89,410.43 1,906,111.63
9/30/2025 Actual A/P 476-3 Safework, Inc.
Senior Center Project, Construction
Management, 08/01/2025-
09/30/2025
11,880.00 1,917,991.63
10/10/2025 Actual G/L Payroll Import 10/10/2025 261.68 1,918,253.31 10/24/2025 Actual A/P 0306573-IN GM BUSINESS INTERIORS
DIRTT Walls/Door, Senior Center
Improvement Project, PO25-10145
70,584.93 1,988,838.24
10/24/2025 Actual G/L Payroll Import 10/24/2025 440.72 1,989,278.96
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 3
Date Post Type Source Reference Description Units Debit Credit Balance 10/28/2025 Actual A/P LP1125-73 Landmark Consultants, Inc Senior Center Modernization, PO25
-10152, 10/09/25-10/22/25
984.50 1,990,263.46
10/31/2025 Actual A/P 00000476-4 Safework, Inc.
Senior Center Project, Construction
Management, 10/01/2025-
10/31/2025
3,960.00 1,994,223.46
10/31/2025 Actual A/P Application#7 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, thru 10/31/2025
503,256.53 2,497,479.99
11/05/2025 Actual A/P LP1225-35 Landmark Consultants, Inc Senior Center Modernization, PO25
-10152, 10/23/25-11/05/25
3,333.00 2,500,812.99
11/06/2025 Actual A/P 0306824-IN GM BUSINESS INTERIORS
Furniture for Senior Center
Modernization, PO25-10149, Phase
2 40,638.85 2,541,451.84
11/07/2025 Actual G/L Payroll Import 11/07/2025 385.63 2,541,837.47 11/21/2025 Actual G/L Payroll Import 11/21/2025 385.63 2,542,223.10 12/05/2025 Actual G/L Payroll Import 12/05/2025 385.63 2,542,608.73 12/19/2025 Actual G/L Payroll Import 12/19/2025 358.09 2,542,966.82 1/02/2026 Actual G/L Payroll Import 01/02/2026 330.54 2,543,297.36 1/31/2026 Actual A/P Application#8 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, 10/31/2025-01/31/2026
347,401.25 2,890,698.61
3/31/2026 Actual A/P Application#9 Spec Construction Co., Inc.
Senior Center Modernization Phase
II Project, 02/01/2026-03/31/2026
25,057.79 2,915,756.40
574 00 8313 5005 00 0000 000 Capital Project Construction Senior Center Improvements Phase II Total
0.00 2,915,756.40 0.00 2,915,756.40
801 00 8310 5005 00 0000 000 Capital Projects Senior Center Improvements 0.00 1/29/2026 Actual A/P Job ID 6902 MasterShield
Window Service - Frost, Cust#7886
3,544.16 3,544.16
2/17/2026 Actual A/P 4650 MasterShield
Window Tinting Service @ Senior
Center, Job ID 6885
3,735.56 7,279.72
3/13/2026 Actual A/P 00197856 MityLite, Inc.
Senior Center Furnishing, Chairs,
PO26-10199
15,952.18 23,231.90
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 4
Date Post Type Source Reference Description Units Debit Credit Balance 3/17/2026 Actual A/P 00197935 MityLite, Inc.
Senior Center Furnishing, Tables,
PO26-10199
5,739.62 28,971.52
801 00 8310 5005 00 0000 000 Capital Projects Senior Center Improvements Total 0.00 28,971.52 0.00 28,971.52 801 00 8313 5005 00 0000 000 Capital Project Construction Senior Center Improvements 0.00 6/30/2020 Actual A/P MK545509-
TDQ
NATIONAL BUSINESS
FURNITURE LLC
Senior Center Furnishings
1,619.15 1,619.15
7/01/2020 Actual A/P 119033 MityLite, Inc.
Senior Center Furnishings
1,253.69 2,872.84
7/07/2020 Actual A/P MK545509-KFI NATIONAL BUSINESS
FURNITURE LLC
Senior Center Furnishings
1,124.44 3,997.28
7/16/2020 Actual G/L PWB CC Import 07/16/20 2,540.81 6,538.09 10/31/2020 Actual G/L To reclass exp to correct accts 2,637.28 9,175.37 3/08/2023 Actual A/P 23-02-021 Holt Architects, Inc./DBA Holt Architecture
A/E Services for Senior Center
Improvements
9,660.00 18,835.37
9/11/2023 Actual A/P 23-08-027 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements Project
Services thru 08/31/2023
7,587.75 26,423.12
11/29/2023 Actual A/P 4093576 SMITH PIPE & SUPPLY INC
Supplies for Senior Center Fiber
Optics Project
2,881.74 29,304.86
12/04/2023 Actual A/P 2624500 GRANITE CONSTRUCTION
COMPANY
EZ Street Supply
2,040.79 31,345.65
12/08/2023 Actual A/P 153071 KK RENTS LLC
Equipment Rental
1,486.64 32,832.29
12/14/2023 Actual G/L To correct the accts in HD CC
Import 11.30.23. for Senior Center
Fiber Line Installation
555.42 33,387.71
12/18/2023 Actual G/L PWB CC Import 12.18.23 496.65 33,884.36 3/26/2024 Actual A/P WO-2120029-1 Charles Taylor Enviromental Technical Services
Site Assessment
2,300.00 36,184.36
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 5
Date Post Type Source Reference Description Units Debit Credit Balance 3/31/2024 Actual A/P 24-03-028 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements Project
Services thru 03/31/2024
53,343.40 89,527.76
4/30/2024 Actual A/P 24-04-022 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 04/30/2024
12,544.20 102,071.96
5/17/2024 Actual G/L PWB CC Import 05/17/24 85.00 102,156.96 5/31/2024 Actual A/P 24-05-021 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 05/31/2024
48,283.80 150,440.76
6/17/2024 Actual G/L PWB CC Import 06/17/24 858.90 151,299.66 6/17/2024 Actual G/L PWB CC Import 06/17/24 306.75 151,606.41 6/30/2024 Actual A/P 24-6064 SOUTHWEST NETWORKS, INC.
06/24 Contract Billing
106.25 151,712.66
6/30/2024 Actual A/P 24-06-001 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 06/30/2024
20,767.21 172,479.87
7/09/2024 Actual A/P SBCO CLERK OF BOARD OF
SUPERVISORS
2024 NOE Filing Fee - Senior
Center CEQA Exemption
50.00 172,529.87
7/31/2024 Actual A/P 08-24-011 NRO ENGINEERING/Noel Rodney Owsley
Sneior Center Improvements
3,225.00 175,754.87
8/31/2024 Actual A/P 24-08-028 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 08/31/2024
13,335.40 189,090.27
9/30/2024 Actual A/P 24-9082 SOUTHWEST NETWORKS, INC.
09/24 Contract Billing
45.00 189,135.27
9/30/2024 Actual A/P 10-24-003 NRO ENGINEERING/Noel Rodney Owsley
GE Services, Senior Center
Improvements Streets and Grading,
NRO Project N100.432, Sep 2024
1,612.50 190,747.77
10/03/2024 Actual A/P 24-09-020 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 10/03/2024
50,006.41 240,754.18
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 6
Date Post Type Source Reference Description Units Debit Credit Balance 10/31/2024 Actual A/P 59146 Gold Mountain California News Media, Inc. (formerly Hi Desert
Publishing)
Notice Inviting Sealed Bids
687.00 241,441.18
10/31/2024 Actual A/P 11-24-002 NRO ENGINEERING/Noel Rodney Owsley
GE Services, Senior Center
Improvements Streets and Grading,
NRO Project N100.432, Oct 2024
1,612.50 243,053.68
10/31/2024 Actual A/P 24-10079 SOUTHWEST NETWORKS, INC. 10/24 Contract Billing
45.00 243,098.68
11/30/2024 Actual A/P 24-11-022 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 11/30/2024
15,410.00 258,508.68
12/05/2024 Actual A/P 209223 Copy Center Plus, Inc.
Printing Services
554.95 259,063.63
1/31/2025 Actual A/P 25-1097 SOUTHWEST NETWORKS, INC.
01/25 Contract Billing
90.00 259,153.63
2/18/2025 Actual G/L PWB CC Import 02/18/2025 42.41 259,196.04 2/28/2025 Actual A/P 25-2090 SOUTHWEST NETWORKS, INC.
02/25 Contract Billing
562.50 259,758.54
2/28/2025 Actual A/P 25-02-026 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 02/28/2025
7,422.20 267,180.74
3/31/2025 Actual A/P 25-03-022 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 03/31/2025
5,186.40 272,367.14
4/30/2025 Actual A/P 25-04-020 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 04/30/2025
3,680.60 276,047.74
5/31/2025 Actual A/P 25-5072 SOUTHWEST NETWORKS, INC.
05/25 Contract Billing
67.50 276,115.24
5/31/2025 Actual A/P 25-05-18 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 05/31/2025
3,741.60 279,856.84
Town of Yucca Valley
Account Detail Run: 4/27/2026 @ 9:13 AM Page: 7
Date Post Type Source Reference Description Units Debit Credit Balance 7/31/2025 Actual A/P 25-07-18 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 07/31/2025
3,741.60 283,598.44
8/31/2025 Actual A/P 25-08-025 Holt Architects, Inc./DBA Holt Architecture
Senior Center Improvements
Project, thru 08/31/2025
16,378.10 299,976.54
1/08/2026 Actual A/P 26-1501 SOUTHWEST NETWORKS, INC.
PO26-10224, Fiber
Installation@Senior Center
6,326.84 306,303.38
1/13/2026 Actual A/P 26-1501CR SOUTHWEST NETWORKS, INC.
Fiber Installation@Senior Center
Credit Applied
278.31 306,025.07
1/31/2026 Actual A/P 26-1048 SOUTHWEST NETWORKS, INC.
01/26 Contract Billing
2,047.50 308,072.57
3/31/2026 Actual A/P 26-3112 SOUTHWEST NETWORKS, INC.
03/26 Contract Billing
472.50 308,545.07
801 00 8313 5005 00 0000 000 Capital Project Construction Senior Center Improvements Total
0.00 308,823.38 278.31 308,545.07
Report Total 0.00 3,253,551.30 278.31 3,253,272.99
Item: 11.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: April 16, 2026
Meeting Date: May 5, 2026
Subject: Annual Street & Drainage and Landscape & Lighting Assessment Districts, Approval of Engineer's Reports, and Setting a Public Hearing for June 2, 2026 Recommendation:
That the Town Council adopts the Resolutions:
1. Approving the Engineer's Reports for the existing Assessment Districts and directing the filing of such reports with the Town Clerk.
2. Adopting Resolution 26-XX, declaring the intention to levy and collect the assessments and setting a public hearing at 5:00 PM on Tuesday, June 2, 2026, in the Yucca Valley Community Center, 57090 29 Palms Highway, Yucca Valley, CA 92284 pursuant to California Streets and Highways Code Sections 22552 and 22553 and Government Code Section 53753.5 to consider the levy of annual assessments upon real property.
Prior Review:
The Town Council previously approved the formation of Landscape & Lighting Assessment Districts and Street & Drainage Assessment Districts, which must be updated and approved by the Town Council annually pursuant to State law.
On April 7, 2026, the Town Council approved the Resolution directing the preparation of an Engineer's Report describing any new improvements within the Districts or any substantial changes to the existing improvements within the current Districts.
Discussion:
Development projects are subject to approval conditions that require the formation of Landscape & Light Assessment Districts and Street & Drainage Assessment Districts. The assessment of an annual fee on properties within a District provides revenue to offset maintenance costs of public improvements necessary to serve the development.
The California Streets and Highways Code §22620 et. seq., with respect to Landscape & Lighting
Districts and Government Code §53750 et. seq., with respect to Street & Drainage Districts require that the Assessment Engineer’s Report for each of the Districts be updated and approved by the legislative body prior to the levy of any annual assessment on properties within the Assessment District.
The Town has formed seven (7) Assessment Districts that are described as follows:
TM 16957
Location: 800 feet south of Joshua Drive on the east side of Acoma Trail No. of Lots: 34 residential lots
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street & Drainage Assessment District;
2. Landscape and Lighting Act of 1972; Landscape & Lighting Assessment District.
TM 16587
Location: Northeast corner of Acoma Trail and Zuni Trail No. of Lots: 55 Residential lots
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street & Drainage Assessment District;
2. Landscape and Lighting Act of 1972; Landscape & Lighting Assessment District.
TM 17328
Location: Southwest corner of Emerson Avenue and Yucca Trail.
No. of Lots: 17 residential lots.
Map Recorded: Yes
District type:
1. Benefit Assessment Act of 1982; Street & Drainage Assessment District;
2. Landscape and Lighting Act of 1972; Landscape & Lighting Assessment District.
TM 17455
Location: East of Avalon Avenue on the south side of SR62 No. of Lots: Four (4) commercial parcels.
Map Recorded: Yes
District Type:
1. Benefit Assessment Act of 1982; Street & Drainage Assessment District.
The proposed maximum annual assessments, and the recommended annual assessments, are
as follows:
TOWN OF YUCCA VALLEY
ASSESSMENT DISTRICTS
DISTRICT/BENEFIT ZONE Number of
Equivalent
Dwelling or
Benefit Units
Maximum
Allowable Rate
per Unit
Applied Rate per
Unit
Total Applied
Levy*
ZONE 1 - TM #16957
Landscape & Lighting $314.13 $50.91 $1,730.82
Street & Drainage
34 $1,276.74 $25.34 $861.43
ZONE 2 - TM #16587
Landscape & Lighting $356.80 $48.73 $2,680.26
Street & Drainage
55 $713.59 $20.37 $1,120.52
ZONE 3 - TM #17328
Landscape & Lighting $617.48 $48.98 $832.70
Street & Drainage
17 $1,080.72 $19.76 $335.86
ZONE 5 - PM #17455
Street & Drainage 7,184 $3.29 $0.65 $4,635.66
*Slight variance with Assessment Roll due to rounding
The recommended action sets the public hearing for Tuesday, June 2, 2026, at 5:00 PM in the Yucca Valley Community Center, 57090 29 Palms Highway, Yucca Valley, CA 92284.
Alternatives
No alternatives are recommended. The recommended action is necessary for compliance with state law.
Fiscal Impact:
The Assessment Districts provide revenues to offset the maintenance costs of public improvements that serve development projects. The Engineer's Reports set forth the “Maximum Allowable Assessment” for each parcel. The tables in the Engineer's Reports demonstrate the Maximum Allowable Assessment has increased minimally from the prior year’s assessment. These funds will be accounted for in the FY 2026-2027 Special Revenue Funds budget scheduled to be presented to Town Council for approval on June 2, 2026.
Attachments
1. Resolution of Intention SDMD No. 1
2. Resolution of Intention for LLMD No. 1
3. SDMD No. 1 Annual Engineer's Report FY 26-27
4. LLMD No. 1 Annual Engineer's Report FY 26-27
5. FY 2026-27 SDMD No. 1 Notice of PH
6. FY 2026-27 LMD No. 1 Notice of PH
Resolution No. 2026-______
Date Adopted: May 5, 2026
RESOLUTION NO. 2026-_________
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA
VALLEY, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA,
DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE STREET AND DRAINAGE MAINTENANCE
DISTRICT NO. 1, BENEFIT ZONES 1-3 AND 5, FISCAL YEAR 2026-27 WHEREAS, the Town Council has by previous resolutions formed and levied annual assessments for Street and Drainage Maintenance District No. 1, Benefit Zones 1-3 and 5 (hereafter referred to as the “District”), pursuant to the terms and provisions of the Benefit Assessment Act of 1982, Chapter 6.4, Division 2, Title 5 of the California Government Code (Section 54703 et seq.) (the “1982 Act”), Article XIIID of the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 et seq.) (the “Implementation Act”) (the 1982 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”), that provides for the levy and collection of assessments by the County of San Bernardino, for the Town of Yucca Valley, to pay for the maintenance of all improvements, facilities, and services related thereto: and WHEREAS, the Town Council has retained Webb Municipal Finance, LLC, for the purpose of assisting with the annual levy and assessments (“Annual Levy”) for the District, and to prepare and file a report with the Town Clerk in accordance with the Assessment Law.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE TOWN COUNCIL, AS FOLLOWS:
Section 1. Recitals
That the recitals set forth above are true and correct.
Section 2. Declaration of Intention
That the Town Council hereby declares that it is its intention to seek an Annual Levy for the District pursuant to the Assessment Law, over and including the land within the District boundaries, and to levy and collect assessments on all such land to pay the annual costs for the maintenance of the improvements and facilities and services related thereto. The Town Council finds that the public’s best interest requires such levy and collection.
Section 3. District Boundaries
That the boundaries of the District are described as the boundaries previously defined in the original formation documents of the District, within the boundaries of the Town of Yucca Valley, County of San Bernardino, State of California.
Section 4. District Improvements
That the improvements and facilities to be maintained within The District, shall include regular maintenance and operation of streets, roads and highways including but not limited to pavement rehabilitation, re-striping, 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; maintenance and operation of drainage and flood control facilities, including but not limited to floodways, channels, percolation ponds, storm drain systems including pipes and catch basins and appurtenant facilities, and administrative services to operate the District including related administration, legal and contracted services costs. Services provided include all necessary services, operations, administration and maintenance, required to keep the above-mentioned improvements and facilities in a healthy, vigorous and satisfactory working condition.
Resolution No. 2026-______
Date Adopted: May 5, 2026
Section 5. Proposed Assessment Amounts
That for Fiscal Year 2026-27, the proposed assessments for the District are outlined in the Engineer’s Annual Levy Report which details any changes or increases in the annual assessment from the previous fiscal year.
Section 6. Notice to Property Owners
That the Town shall give notice of the time and place of the public hearing to all property owners within the District by causing the publishing of this Resolution once in the local newspaper not less than ten (10) days before the date of the public hearing, and by posting a copy of this Resolution on the official bulletin board customarily used by the Town Council for the posting of notices. Any interested person may file a written protest with the Town Clerk prior to the conclusion of the public hearing, or, having previously filed a protest, may file a written withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a property owner shall contain a description sufficient to identify the property owned by such property owner. At the public hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 7. Notice of Public Hearing
That notice is hereby given that a public hearing on these matters will be held by the Town Council on Tuesday, June 2, 2026, at 5:00 PM or as soon thereafter as feasible in the Town Council Chambers, located at 57090 Twentynine Palms, Yucca Valley, California.
Section 8. Direction to Give Notice
That the Town Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
Section 9. Severability
That the Town Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason if any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.
Section 10. Effective Date
That this Resolution shall take effect upon its adoption.
Section 11. Certification
That the Town Clerk shall certify as to the adoption of this Resolution and shall cause the same to be processed in the manner required by law.
Section 12. Repeal of Conflicting Provisions
That all the provisions heretofore adopted by the Town Council that are in conflict with the provisions of this Resolution are hereby repealed.
[SIGNATURES FOLLOW ON THE NEXT PAGE]
Resolution No. 2026-______
Date Adopted: May 5, 2026
PASSED AND ADOPTED by the Town Council of the Town of Yucca Valley at a regular meeting held on this fifth day of May 2026 by the following vote:
AYES:
NAYS:
ABSENT:
RECUSED:
ATTEST: APPROVED:
Brooke Dudra, Town Clerk Merl R. Abel, Mayor
Resolution No. 2026-______
Date Adopted: May 5, 2026
CERTIFICATE OF CLERK
I, Brooke Dudra, Town Clerk of the Town of Yucca Valley, do hereby certify that the foregoing is a full, true and correct copy of a resolution duly adopted at a regular meeting of the Town Council of the Town of Yucca Valley duly and regularly held at the regular meeting place thereof on May 5, 2026, of which meeting all of the members of said Town Council had due notice, and at said meeting said resolution was adopted by the following vote:
AYES:
NOES:
ABSENT:
RECUSED:
I do hereby further certify that an agenda of said meeting was posted at least 72 hours before said meeting at 57090 Twentynine Palms, Yucca Valley, CA 92284, a location freely accessible to members of the public, and a brief description of said resolution appeared on said agenda.
I do hereby further certify that I have carefully compared the foregoing copy with the original minutes of said meeting on file and of record in my office; that said copy is a full, true and correct copy of the original resolution adopted at said meeting and entered in said minutes; and that said resolution has not been amended, modified, rescinded or revoked in any manner since the date of its adoption, and the same is now in full force and effect.
Dated: May 5, 2026
Town Clerk of the Town of Yucca Valley
[SEAL]
Resolution No. 2026-______
Date Adopted: May 5, 2026
RESOLUTION NO. 2026-_________
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF
YUCCA VALLEY, COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, DECLARING ITS INTENTION FOR THE LEVY AND
COLLECTION OF ASSESSMENTS FOR THE LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 1, BENEFIT ZONES 1-3, FISCAL YEAR 2026-27
WHEREAS, the Town Council has by previous Resolutions formed and levied annual assessments for Landscape and Lighting Maintenance District No. 1, Benefit Zones 1-3 (hereinafter referred to as the “District”), pursuant to the terms and provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (Section 22500 et seq.) (the “Act”), and Articles XIIIC and XIIID of the Constitution of the State of California (together, the “Constitution”) (the Act and the Constitution are referred to collectively as the “Assessment Law”), that provide for the levy and collection of assessments by the County of San Bernardino, for the Town of Yucca Valley, to pay for the maintenance of all improvements, facilities and services related thereto; and WHEREAS, the Town Council has retained Webb Municipal Finance, LLC, for the purpose of assisting with the annual levy and assessments (“Annual Levy”) for the District, and to prepare and file a report with the Town Clerk in accordance with the Assessment Law.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE TOWN COUNCIL, AS FOLLOWS:
Section 1. Recitals
That the recitals set forth above are true and correct.
Section 2. Declaration of Intention
That the Town Council hereby declares that it is its intention to seek an Annual Levy for the District pursuant to the Assessment Law, over and including the land within the District boundaries, and to levy and collect assessments on all such land to pay the annual costs for the maintenance of the improvements and facilities and services related thereto. The Town Council finds that the public’s best interest requires such levy and collection.
Section 3. District Boundaries
That the boundaries of the District are described as the boundaries previously defined in the original formation documents of the District, within the boundaries of the Town of Yucca Valley, County of San Bernardino, State of California.
Section 4. District Improvements
That the improvements to be maintained and serviced within the District shall include regular maintenance, repair and replacement of all facilities within the public rights- of-way 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-way or easements, and perimeter walls, including graffiti removal; regular maintenance, repair and replacement of pedestrian pathways, within the public rights-of-way or easements and administrative services to operate the District including related administration, legal and contracted services costs, and other items necessary for the satisfactory operation of the facilities.
Resolution No. 2026-______
Date Adopted: May 5, 2026
Section 5. Proposed Assessment Amounts
That for Fiscal Year 2026-27, the proposed assessments for the District are outlined in the Engineer’s Annual Levy Report which details any changes or increases in the annual assessment from the previous fiscal year.
Section 6. Notice to Property Owners
That the Town shall give notice of the time and place of the Public Hearing to all property owners within the District by causing the publishing of this Resolution once in the local newspaper not less than ten (10) days before the date of the Public Hearing, and by posting a copy of this Resolution on the official bulletin board customarily used by the Town Council for the posting of notices. Any interested person may file a written protest with the Town Clerk prior to the conclusion of the Public Hearing, or, having previously filed a protest, may file a written withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a property owner shall contain a description sufficient to identify the property owned by such property owner. At the Public Hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 7. Notice of Public Hearing
That notice is hereby given that a Public Hearing on these matters will be held by the Town Council on Tuesday, June 2, 2026, at 5:00 PM or as soon thereafter as feasible in the Yucca Valley Town Hall, located at 57090 Twentynine Palms, Yucca Valley, California.
Section 8. Direction to Give Notice
That the Town Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
Section 9. Severability
That the Town Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason if any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.
Section 10. Effective Date
That this Resolution shall take effect upon its adoption.
Section 11. Certification
That the Town Clerk shall certify as to the adoption of this Resolution and shall cause the same to be processed in the manner required by law.
[SIGNATURES FOLLOW ON THE NEXT PAGE]
Resolution No. 2026-______
Date Adopted: May 5, 2026
PASSED AND ADOPTED by the Town Council of the Town of Yucca Valley at a regular meeting held on this fifth day of May 2026 by the following vote:
AYES:
NAYS:
ABSENT:
RECUSED:
ATTEST: APPROVED:
Brooke Dudra, Town Clerk Merl R. Abel, Mayor
Resolution No. 2026-______
Date Adopted: May 5, 2026
CERTIFICATE OF CLERK
I, Brooke Dudra, Town Clerk of the Town of Yucca Valley, do hereby certify that the foregoing is a full, true and correct copy of a resolution duly adopted at a regular meeting of the Town Council of the Town of Yucca Valley duly and regularly held at the regular meeting place thereof on May 5, 2026, at which meeting all of the members of said Town Council had due notice, and at said meeting said resolution was adopted by the following vote:
AYES:
NOES:
ABSENT:
RECUSED:
I do hereby further certify that an agenda of said meeting was posted at least 72 hours before said meeting at 57090 Twentynine Palms, Yucca Valley, CA 92284 a location freely accessible to members of the public, and a brief description of said resolution appeared on said agenda.
I do hereby further certify that I have carefully compared the foregoing copy with the original minutes of said meeting on file and of record in my office; that said copy is a full, true and correct copy of the original resolution adopted at said meeting and entered in said minutes; and that said resolution has not been amended, modified, rescinded or revoked in any manner since the date of its adoption, and the same is now in full force and effect.
Dated: May 5, 2026
Town Clerk of Town of Yucca Valley
[SEAL]
Engineer’s Report
Fiscal Year 2026-27
Town of Yucca Valley
Street and Drainage Maintenance District No. 1
Benefit Zones 1-3 and 5
Prepared For
April 2026
Table of Contents
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 i
Sections
Section i. Engineer’s Statement ________________________________________________i Section 1. Plans and Specifications______________________________________________ 1 Section 2. Cost Estimate______________________________________________________ 3 Section 3. Method of Apportionment __________________________________________ 11 Section 4. Assessment Roll ___________________________________________________ 14 Tables
Table i-1. Summary of Assessments ____________________________________________iii Table 2-1. Benefit Zone No. 1 Budget____________________________________________ 4 Table 2-2. Benefit Zone No. 2 Budget____________________________________________ 5 Table 2-3. Benefit Zone No. 3 Budget____________________________________________ 6 Table 2-4. Benefit Zone No. 5 Budget____________________________________________ 7 Table 2-5. Maximum Assessments ______________________________________________ 9 Table 3-1. Method of Spread Benefit Zones 1-3 __________________________________ 13 Table 3-2. Method of Spread Benefit Zone 5 _____________________________________ 13 Appendices
Appendix A. Assessment Roll __________________________________________________ A-1
i. Engineer’s Statement
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 i
PROJECT:
TO:
TOWN OF YUCCA VALLEY
STREET AND DRAINAGE ASSESSMENT DISTRICT NO. 1, BENEFIT ZONES 1-3 AND 5
TOWN COUNCIL
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Report Pursuant to "Benefit Assessment Act of 1982"
Pursuant to direction from the Town Council (the “Town Council”) of the Town of Yucca Valley (the “Town”), State of California, submitted herewith is the Engineer’s Report (the “Report”) for Street and Drainage Maintenance District No. 1 (“DAD No. 1”), consisting of the following parts, pursuant to the provisions of Division 2, Part 1, Chapter 6.4 of the California Government Code of the State of California, being the "Benefit Assessment Act of 1982," and which is in accordance with Resolution No. 26-07 adopted by the Town of Yucca Valley Town Council, San Bernardino County, California ordering the preparation of the Report for Street and Drainage Maintenance District No. 1 (“SDMD No. 1” or the “District”). This Report is applicable for the ensuing 12-month period, being the Fiscal Year commencing July 1, 2026, to June 30, 2027.
SECTION 1
SECTION 2
SECTION 3
SECTION 4
PLANS AND SPECIFICATION of the improvements to be maintained and/or improved for the Fiscal Year. The plans and specifications show and describe the existing improvements and are sufficient in showing and describing the general nature, location, and extent of the improvements.
A COST ESTIMATE of the improvements to be maintained and/or improved for the mentioned Fiscal Year.
The METHOD OF APPORTIONMENT showing the proportionate amount of the assessment to be charged in proportion to the benefits to be received by each lot or parcel within the exterior boundaries as shown in Appendix B.
The PROPOSED ASSESSMENTS for each Benefit Zone within SDMD No. 1.
AGENCY:
i. Engineer’s Statement
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 ii
I, Matthew E. Webb, a Professional Civil Engineer (employed at Albert A. Webb Associates and retained through an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf of the Town of Yucca Valley, pursuant to the Act do hereby assess and apportion the total amount of the costs and expenses upon the parcels of land within Street and Drainage Assessment District No. 1 liable therefore and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said maintenance, works of improvement, and appurtenances.
Executed this day of 2026.
ALBERT A. WEBB ASSOCIATES
MATTHEW E. WEBB
PROFESSIONAL CIVIL ENGINEER NO. 37385
ENGINEER OF WORK
ON BEHALF OF THE TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Final approval, confirmation and levy of the annual assessment and all matters in the Engineer's Report were made on the day of 2026, by adoption of Resolution No. by Town Council.
TOWN CLERK
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
A copy of the Assessment Roll and Engineer's Report was filed in the Town Clerk’s Office on the day of 2026.
TOWN CLERK
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 iii
i. Engineer’s Statement
WHEREAS, on May 5, 2026, the Town Council, under the Benefit Assessment Act of 1982 (the “Act”), adopted its Resolution of Intention for the Annual Levy of Assessments and the Preparation of an Engineer’s Report for SDMD No. 1;
Whereas, the Resolution of Intention directed Webb Municipal Finance, LLC to prepare and file a report presenting plans and specifications describing the general nature, location, and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations, and servicing of the improvements for SDMD No. 1 for the referenced Fiscal Year, a diagram for SDMD No. 1 showing the area and properties to be assessed, and an assessment of the estimated costs of the maintenance, operations, and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within SDMD No. 1 in proportion to the special benefit received;
NOW THEREFORE, the following assessment is made to cover the portion of the estimated costs of maintenance, operations, and servicing of said improvements to be paid by the assessable real property within SDMD No. 1 in proportion to the special benefit received:
Table i-1
Summary of Assessments
Benefit Zone Total Costs* Total Assessment* Assessable Parcels Zone 1 - Tract 16957 $861.43 $861.22 34
Zone 2 - Tract 16587 $1,120.52 $1,120.35 55
Zone 3 - Tract 17328 $335.86 $335.75 17
Zone 5 - PM 17455 $4,635.66 $4,633.68 5
* Variance due to rounding
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 1
1. Plans and Specifications
Introduction
To ensure a flow of funds for the operation, maintenance, and servicing of specified improvements within new development, the Town Council adopted Resolution No. 05-61 on October 27, 2005, to establish the Town of Yucca Valley Street and Drainage Maintenance District No. 1 in accordance with the provisions of the Government Code and the provisions of Article XIIID of the State Constitution (Proposition 218) and the Benefit Act of 1982 of the Government Code.
Since the formation of the SDMD No. 1, additional benefit zones have been established as part of the conditions of property development and approved by the original property owner(s) and the proposed assessments are based upon the costs of maintenance, repair and servicing of the improvements that provide special benefit to properties within each benefit zone in the District. The annual levy includes all proposed expenditures, fund balances, revenues, and reserves; and is set aside in a Special Fund by the Town. The assessment to be levied within each benefit zone upon the parcels within it are proportionate to the special benefit they receive as set forth in the method of apportionment established at the time each benefit was established.
Payment of the assessment for each parcel will be made in the same manner and at the same time as payments are made for property taxes. All funds collected through the assessment must be placed in a special fund and can only be used for the purposes stated within this report.
As required by the Benefit Assessment Act of 1982, the Engineer's Report prepared for the formation of the District described the improvements to be maintained and serviced by the District which included:
1. Maintenance and operation of streets, roads and highways including but not 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;
2. Maintenance and operation of drainage and flood control facilities, including but not limited to floodways, channels, percolation ponds, storm drain systems including pipes and catch basins and appurtenant facilities.
This annual update provides an estimated budget for each benefit zone within the District for Fiscal Year 2026-27 and lists the proposed assessments to be levied upon each assessable lot or parcel within the District.
The Town Council may order amendments to the budget as presented herein or confirm the report as submitted.
Following final approval of the report and confirmation of the assessments, the Town Council may order the levy and collection of the assessment for Fiscal Year 2026-27. Upon approval, the assessments will be submitted to the San Bernardino County Auditor-Controller's Office to be included on the Fiscal Year 2026-27 tax roll.
Description of Improvements and Services
The facilities, which are to be constructed within the SDMD No. 1, and those which may be subsequently constructed, will be operated, maintained, and serviced as generally described as follows:
ZONE 1 (TRACT 16957), improvements within this zone consist of streets, roads, and highways, public alleyways, and the storm drain system within Tract No. 16957. The District may maintain and operate these improvements including but not limited to pavement repair and rehabilitation, restriping, slurry sealing, street sweeping, signing, concrete repair, maintenance of storm drainpipes, catch basins and percolation ponds within the subdivision, personnel, electrical energy, utilities such as water, materials, contractual services and other items necessary for the satisfactory operation of the improvements which shall also include vandalism abatement.
ZONE 2 (TRACT 16857), improvements within this zone consist of streets, roads, and highways, public alleyways, and the storm drain system within Tract No. 16587. The District may maintain and operate these improvements including but not limited to pavement repair and rehabilitation, restriping, slurry sealing, street sweeping, signing, concrete repair, maintenance of storm drainpipes, catch basins and percolation ponds within the subdivision,
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 2
1. Plans and Specifications
personnel, electrical energy, utilities such as water, materials, contractual services and other items necessary for the satisfactory operation of the improvements which shall also include vandalism abatement.
ZONE 3 (TRACT 17328), improvements within this zone consist of streets, roads, and highways, public alleyways, and the storm drain system within Tract No. 17328. The District may maintain and operate these improvements including but not limited to pavement repair and rehabilitation, restriping, slurry sealing, street sweeping, signing, concrete repair, maintenance of storm drainpipes, catch basins and percolation ponds within the subdivision, personnel, electrical energy, utilities such as water, materials, contractual services and other items necessary for the satisfactory operation of the improvements which shall also include vandalism abatement.
ZONE 5 (PM 17455), Improvements within this zone consist of streets, roads, and highways, public alleyways, and the storm drain system. The District may maintain and operate these improvements including but not limited to pavement repair and rehabilitation, restriping, slurry sealing, street sweeping, signing, concrete repair, maintenance of storm drainpipes, catch basins and percolation ponds within the subdivision, personnel, electrical energy, utilities such as water, materials, contractual services and other items necessary for the satisfactory operation of the improvements which shall also include vandalism abatement.
The plans and specifications for the improvements within each benefit zone are on file in the Office of the Town Engineer, Community Development/Public Works Department of the Town of Yucca Valley.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 3
Cost Estimate
The 1982 Act provides that the total cost of maintenance and operation of the streets and drainage facilities can be recovered by the District including administration of the District, engineering fees, legal fees, printing, posting, and mailing of notices, and all other costs associated with the annual levy and collection of assessments can also be included.
The following operation, maintenance, and servicing costs for Fiscal Year 2026-27 are proposed to be included in the Street and Drainage Maintenance District No.1, including contributions to reserves. Zone 4 was dissolved for FY 2016-17 since the time to record the Tentative Tract Map including required extensions expired on March 7, 2016.
The 1982 Act requires that a special fund be set up for the revenues and expenditures of the District. Funds raised by the assessments shall be used only for the purpose as stated herein. Any balance remaining on July 1 must be carried over to the next fiscal year.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 4
Table 2-1
Benefit Zone No. 1 Budget
Direct Costs FY 2025-26 FY 2026-27
Maintenance $0.00 $0.00
Street Sweeping $0.00 $0.00
Vandalism Abatement $0.00 $0.00
Storm Drain Maintenance $0.00 $0.00
Rehabilitation Reserve $0.00 $0.00
Slurry Seal Program $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $267.14 $277.20
Administrative Consultant $567.22 $584.23
County Administration Fees $0.00 $0.00
Operating Reserve $0.00 $0.00
Total Indirect Costs $834.36 $861.43
Total Direct & Indirect Costs $834.36 $861.43
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment $834.36 $861.43
Individual Assessment
Total EDUs 34 34
Maximum Allowable Levy per EDU $1,236.63 $1,276.74
Proposed Levy per EDU $24.54 $25.34
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (1) $0.00 $0.00
Beginning Capital Replacement Reserve $98,002.72 $97,705.40 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (2) $98,002.72 $97,705.40 (1) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (2) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 5
Table 2-2
Benefit Zone No. 2 Budget
Direct Costs FY 2025-26 FY 2026-27
Maintenance $0.00 $0.00
Street Sweeping $0.00 $0.00
Vandalism Abatement $0.00 $0.00
Storm Drain Maintenance $0.00 $0.00
Rehabilitation Reserve $0.00 $0.00
Slurry Seal Program $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $167.73 $175.42
Administrative Consultant $917.58 $945.10
County Administration Fees $0.00 $0.00
Operating Reserve $0.00 $0.00
Total Indirect Costs $1,085.31 $1,120.52
Total Direct & Indirect Costs $1,085.31 $1,120.52
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment $1,085.31 $1,120.52
Individual Assessment
Total EDUs 55 55
Maximum Allowable Levy per EDU $691.17 $713.59
Proposed Levy per EDU $19.73 $20.37
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (1) $0.00 $0.00
Beginning Capital Replacement Reserve $150,753.30 $150,326.43 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (2) $150,753.30 $150,326.43 (1) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (2) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 6
Table 2-3
Benefit Zone No. 3 Budget
Direct Costs FY 2025-26 FY 2026-27
Maintenance $0.00 $0.00
Street Sweeping $0.00 $0.00
Vandalism Abatement $0.00 $0.00
Storm Drain Maintenance $0.00 $0.00
Rehabilitation Reserve $0.00 $0.00
Slurry Seal Program $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $41.71 $43.76
Administrative Consultant $283.60 $292.10
County Administration Fees $0.00 $0.00
Operating Reserve $0.00 $0.00
Total Indirect Costs $325.31 $335.86
Total Direct & Indirect Costs $325.31 $335.86
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment $325.31 $335.86
Individual Assessment
Total EDUs 17 17
Maximum Allowable Levy per EDU $1,046.77 $1,080.72
Proposed Levy per EDU $19.14 $19.76
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (1) $0.00 $0.00
Beginning Capital Replacement Reserve $15,223.17 $15,044.93 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (2) $15,223.17 $15,044.93 (1) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (2) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 7
Table 2-4
Benefit Zone No. 5 Budget
Direct Costs FY 2025-26 FY 2026-27
Maintenance $0.00 $0.00
Street Sweeping $0.00 $0.00
Vandalism Abatement $0.00 $0.00
Storm Drain Maintenance $0.00 $0.00
Rehabilitation Reserve $0.00 $0.00
Slurry Seal Program $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $347.76 $369.16
Administrative Consultant $4,142.24 $4,266.50
County Administration Fees $0.00 $0.00
Operating Reserve $0.00 $0.00
Total Indirect Costs $4,490.00 $4,635.66
Total Direct & Indirect Costs $4,490.00 $4,635.66
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment $4,490.00 $4,635.66
Individual Assessment
Total BUs 7,184 7,184
Maximum Allowable Levy per BU $3.19 $3.29
Proposed Levy per BU $0.63 $0.65
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (1) $0.00 $0.00
Beginning Capital Replacement Reserve $124,176.70 $127,290.13 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (2) $124,176.70 $127,290.13 (1) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (2) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 8
As shown in the budget, Zone 2 and Zone 5 are collecting Capital Replacement Reserves, and will continue to do so over a five-year period, in order to fund the slurry seal of the following roads:
ZONE 2 (TRACT 16857):
Acoma Trail: Zuni Trail to Navajo Trail
Mountain View Trail: Acoma Trail to Cul-de-Sac
Borrego Trail: Mountain View to Nez Perce Trail
Nez Perce Trail: End to Church Street
Cibola Trail: Zuni Trail to Mountain View Trail
Borrego Court: Zuni Trail to Cul-de-Sac
Zuni Trail: Church Street to Cul-de-sac
Church Street: Zuni Trail to Navajo Trail
ZONE 5 (PM 17455)
Palisade Drive
Since the construction of the improvements in several of the benefit zones has not been completed, a reduced assessment is proposed to be levied in several of the benefit zones for Fiscal Year 2026-27. However, the Maximum Annual Assessment per EDU will be increased as established at the time of formation by the change in the Consumer Price Index for all Urban Consumers for the Los Angeles Area (December – December) to provide sufficient revenues for the maintenance of the improvements in future years. In January 2018, the United States Bureau of Labor Statistics, discontinued the Los Angeles - Riverside - Orange County Consumer Price Index and created a new Riverside - San Bernardino – Ontario Consumer Price Index. This new index is what was used to adjust the Maximum Assessments for Fiscal Year 2026-27. The Maximum Allowable Assessment per EDU by Benefit Zone for Fiscal Year 2026-27 shall be as shown below:
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 9
Table 2-5
Maximum Assessments
Fiscal Year CPI Increase
Zone 1-Tract 16957
Maximum Assessment
Zone 2-Tract 16587
Maximum Assessment
Zone 3-PM 17328
Maximum Assessment
Zone 5-Tract 17455
Maximum Assessment
2005-06 Not Applicable $695.000 Not Applicable Not Applicable Not Applicable 2006-07 4.46% $725.976 Not Applicable Not Applicable Not Applicable 2007-08 3.29% $749.831 $419.090 $634.710 $1.933
2008-09 4.17% $781.067 $436.548 $661.150 $2.014
2009-10 0.11% $781.946 $437.040 $661.895 $2.016
2010-11 1.83% $796.270 $445.045 $674.019 $2.053
2011-12 1.34% $806.937 $451.007 $683.049 $2.081
2012-13 2.17% $824.483 $460.814 $697.901 $2.126
2013-14 1.93% $840.416 $469.719 $711.388 $2.167
2014-15 1.14% $850.029 $475.092 $719.525 $2.192
2015-16 0.73% $856.199 $478.541 $724.748 $2.208
2016-17 2.03% $873.582 $488.256 $739.461 $2.253
2017-18 1.97% $890.786 $497.871 $754.024 $2.297
2018-19 3.61% $922.940 $515.843 $781.242 $2.380
2019-20* 3.05% $951.063 $531.561 $805.047 $2.452
2020-21 3.03% $979.890 $547.673 $829.448 $2.527
2021-22 2.25% $1,001.903 $559.976 $848.082 $2.583
2022-23 8.59% $1,087.991 $608.092 $920.953 $2.805
2023-24 7.33% $1,167.741 $652.665 $988.459 $3.011
2024-25 2.88% $1,201.351 $671.450 $1,016.909 $3.098
2025-26 2.94% $1,236.626 $691.166 $1,046.768 $3.189
2026-27 3.24% $1,276.748 $713.590 $1,080.730 $3.292
*All prior years are based on December to December Los Angeles-Riverside-Orange County CPI, Fiscal Year 2019-20 and beyond are based on the January to January Riverside-San Bernardino-Ontario CPI.
The Town shall have no obligation to commit funds in excess of the assessment revenues collected for the maintenance of the improvements within each benefit zone and the level of maintenance provided shall be adjusted to match the funds available. In addition, funds collected may be used to reimburse the Town for any funds advanced, including funds advanced for district administration.
The funds in the Capital Replacement Reserve for each Benefit Zone will be set aside annually and shall only be used for the replacement or rehabilitation of the improvements within that Benefit Zone unless the Town determines that there is a surplus based upon expected future replacement costs. If it is determined that a surplus exists, the excess funds may be used for annual operations or assessments may be reduced.
Funds raised by the assessments shall be used only for the purpose as stated herein. Any balance remaining on July 1 must be carried over to the next fiscal year unless the funds are being accumulated for future capital improvements and operating reserves. The District may accumulate an operating reserve which shall not exceed approximately fifty percent (50%) of the annual estimated costs of maintenance and servicing.
2. Cost Estimate
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 10
The 1982 Act requires that a special fund be set up for the revenues and expenditures of the District. Funds raised by the assessments shall be used only for the purpose as stated herein. Any balance remaining on July 1 must be carried over to the next fiscal year.
3. Method of Apportionment
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 11
Proposition 218 Compliance
On November 5, 1996, California voters approved Proposition 218, entitled “Right to Vote on Taxes Act,” which added Article XIIID to the California Constitution. While its title refers only to taxes, Proposition 218 establishes new procedural requirements for the formation and administration of assessment districts. Proposition 218 also requires that with certain specified exceptions, which are described below, all existing assessment districts must be ratified by the property owners within the District using the new procedures.
Some of these exceptions include:
1. Any assessments imposed exclusively to finance the capital cost or maintenance and operation expenses for streets.
2. Any assessments levied pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed.
However, even if assessments are initially exempt from Proposition 218, if the assessments are increased in the future, the Town will need to comply with the provisions of Proposition 218 for that portion of the increased assessment formula (e.g., CPI increase).
Proposition 218 does not define the term “streets,” however, based on the opinions of the public agency officials, attorneys, assessment engineers, and Senate Bill 919, it has been determined that streets include all public improvements located within the street rights-of-way. This would include median and parkway landscaping, traffic signals, safety lighting, and street lighting.
Proposition 218 defines “assessment” as “any levy or charge upon real property by an agency for a special benefit conferred upon the real property”, California Constitution, Article XIII D, §2(b). A special assessment, sometimes called a “benefit assessment,” is a charge generally levied upon parcels of real property to pay for benefits the parcels receive from local improvements. Special assessments are levied according to statutory authority granted by the Legislature or, in some instances, local charters. Distinguishing among taxes, fees, and assessments can be difficult and often depends on the context in which the distinction is made. For example, taxes, assessments, and property-related fees all may be imposed on property. The key feature that distinguishes an assessment from a tax, fee, or charge is the existence of a special benefit to real property. Without identifying a special benefit, there can be no assessment.
Distinguishing General and Special Benefit
Proposition 218 added a set of procedures and requirements, which a local government must follow to levy an assessment. In addition to notice, hearing, and assessment ballot proceedings, Proposition 218 provides that “only special benefits are assessable” and requires a local government to “separate the general benefits from the special benefits conferred on a parcel.”
By its nature, most public improvements financed through an assessment district contain an element of public benefit. The test is: does there exist, with relation to the improvement, a special benefit to the property assessed? The law requires that portion of the cost of the improvement, which benefits the public generally to be separated from that portion of the cost of the improvement, which specially benefits assessed properties. Proposition 218 provides the following definition of “special benefit”:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit”.
The actual assessment and the amount of the assessment for the Fiscal Year 2026-27 apportioned to each parcel as shown on the latest equalized roll at the County Assessor’s office are listed in Appendix A of this Report. The
3. Method of Apportionment
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 12
description of each lot or parcel is part of the records of the County Assessor of the County of Riverside, and such records are, by reference, made part of this Report.
Method of Apportionment
Chapter 6.4, Division 2, Title 5, of the Government Code, the Benefit Assessment Act of 1982, permits the establishment of assessment districts by Cities for the purpose of financing the maintenance and operation of certain public improvements including streets and drainage facilities.
Section 54711 of the Benefit Assessment Act of 1982 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This Section states:
(a) No benefit assessment shall be levied pursuant to this chapter unless it meets all of the following requirements:
(1) The amount of the assessment imposed on any parcel of property shall be related to the benefit to the parcel which will be derived from the provision of the service. Except as provided in subdivision (d) or (e) of Section 54715, in the case of a benefit assessment for flood control services, the benefit must be determined on the basis of the proportionate stormwater runoff from each parcel. In the case of an assessment for the maintenance of streets, roads, or highways, the benefit shall be in proportion to the estimated traffic volume to be generated by each parcel assessed, or by any other reasonable basis as determined by the legislative body.
(2) The annual aggregate amount of the assessment shall not exceed the estimated annual cost of providing the service.
(3) The revenue derived from the assessment shall not be used to pay the cost of any service other than the service for which the assessment was levied. (b) This section does not limit or prohibit the levy or collection of any other fee, charge, or tax for the provision of services, except that a maintenance district formed pursuant to Chapter 7 (commencing with Section 1550) of Division 2 of the Streets and Highways Code shall impose an assessment pursuant to this chapter only as an alternative to imposing a property tax for the provision of street lighting services.
Excepted from the assessment would be the areas of all public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, all easements and rights-of-ways, all public parks, greenbelts and parkways, public school property and all other publicly owned property.
The costs for the operation, maintenance and servicing of the improvements maintained for each zone are apportioned in accordance with the methodology which was established by the Town Council upon formation of the District and are shown below:
Method of Assessment – Zones 1- 3
Benefit Zones 1-3 were established to provide a funding source for the maintenance and servicing of streets, roads, highways, and storm drain facilities within the boundaries of each Benefit Zone which consist of singlefamily residential parcels. The services within each of these Benefit Zones consist of the maintenance of public roads which provide access and drainage to those parcels of land within each Benefit Zone.
Parcels benefiting from the street and storm drainage maintenance within each of these Benefit Zones have been determined to be predominantly of the same land use type, specifically, single-family detached home sites.
Therefore, each home within each Benefit Zone receives the same benefit from the maintenance of the streets and drainage improvements and shall be treated equally in determining the method of spreading assessments.
3. Method of Apportionment
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 13
The assessment costs for the operation, maintenance and servicing of the improvements are apportioned in accordance with the methodology as established by the Town Council upon formation of the District and the establishment of each benefit zone. It was determined at that time that the most equitable method for spreading the estimated benefit received by each parcel should be based on the Equivalent Dwelling Unit (EDU) method.
Each residential parcel will be assessed on the basis of one EDU per parcel. The formula for each of the Benefit Zones 1-3 is as follows:
Assessable budget ÷ total EDUs = rate per EDU
Table 3-1
Method of Spread Benefit Zones 1-3
Benefit
Zone Land Use Parcels
Dwelling
Units EDU Factor
Total
EDUs Rate/EDU
Total
Assessment
1 Residential 34 34 1.00/DU 34 $25.34 $861.43
2 Residential 55 55 1.00/DU 55 $20.37 $1,120.52
3 Residential 17 17 1.00/DU 17 $19.76 $335.86
Method of Assessment – Zones 5
Benefit Zone 5 was established to provide a funding source for the maintenance and servicing of streets, roads, highways, and storm drain facilities within the boundaries of Benefit Zone 5. As a condition of development, the developer was required to construct Palisades Drive from the boundary of Parcel Map 17455 to Avalon Street.
Palisades Drive is the primary access to the area within Parcel Map 17455. Parcel No. 0601-201-37-0000 located adjacent to Parcel Map 17455 takes primary access from Avalon Street, and therefore only receives an incidental benefit from the improvements to be maintained by the District.
The assessment costs for the operation; maintenance and servicing of the improvements are apportioned on the basis of the trips estimated to be generated by each parcel in accordance with the methodology as established by the Town Council upon formation of the Benefit Zone. The parcels will be assessed on the basis of one Benefit Unit (BU) per trip generated. Trip generation rates were based upon land use and the trip generation rates shown in the AGR Traffic Study prepared at the time of development approval. The formula is as follows:
Assessable budget ÷ total BUs = rate per BU
Table 3-2
Method of Spread Benefit Zone 5
Benefit
Zone Land Use
Building
Square Foot
Average
Daily Trips Total BUs Rate/BU
Total
Assessment
5 Parcel 1 - Home Depot 139,656 4,162 4,162 $0.65
$4,635.66 Parcel 2 – Specialty Retail 27,110 1,202 1,202 $0.65 Parcel 3 – Specialty Retail 7,500 332 332 $0.65
Parcel 4 – Fast Food 3,000 1,488 1,488 $0.65
4. Assessment Roll
Town of Yucca Valley Street and Drainage Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 14
A list of names and addresses of the owners of all parcels within the Street and Drainage Maintenance District shown on the last equalized Property Tax Roll of the Assessor of the County of San Bernardino, which by reference is hereby made a part of this report. This list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll in Appendix A.
APPENDIX A
Assessment Roll
APN Levy Amount APN Levy Amount
CC038SP005 - SDMD No. 1 BZ No. 1
TOWN OF YUCCA VALLEY STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0585621010000 $25.33
0585621020000 $25.33
0585621030000 $25.33
0585621040000 $25.33
0585621050000 $25.33
0585621060000 $25.33
0585621070000 $25.33
0585621080000 $25.33
0585621090000 $25.33
0585621100000 $25.33
0585621110000 $25.33
0585621120000 $25.33
0585621130000 $25.33
0585621140000 $25.33
0585621150000 $25.33
0585621160000 $25.33
0585621170000 $25.33
0585621180000 $25.33
0585621190000 $25.33
0585621200000 $25.33
0585621210000 $25.33
0585621220000 $25.33
0585621230000 $25.33
0585621240000 $25.33
0585621250000 $25.33
0585621260000 $25.33
0585621270000 $25.33
0585621280000 $25.33
0585621290000 $25.33
0585621300000 $25.33
0585621310000 $25.33
0585621320000 $25.33
0585621330000 $25.33
0585621340000 $25.33
34 $861.22
Town of Yucca Valley - Street and Drainage Maintenance District No. 1 Page 1 of 5
APN Levy Amount APN Levy Amount
CC038SP010 - SDMD No. 1 BZ No. 2
TOWN OF YUCCA VALLEY STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0587441010000 $20.37
0587441020000 $20.37
0587441030000 $20.37
0587441040000 $20.37
0587441050000 $20.37
0587441060000 $20.37
0587441070000 $20.37
0587441080000 $20.37
0587441090000 $20.37
0587441100000 $20.37
0587441110000 $20.37
0587441120000 $20.37
0587441130000 $20.37
0587441140000 $20.37
0587441150000 $20.37
0587441160000 $20.37
0587441170000 $20.37
0587441180000 $20.37
0587441190000 $20.37
0587441200000 $20.37
0587441210000 $20.37
0587441220000 $20.37
0587441230000 $20.37
0587441240000 $20.37
0587441250000 $20.37
0587441260000 $20.37
0587441270000 $20.37
0587441280000 $20.37
0587441290000 $20.37
0587441300000 $20.37
0587451040000 $20.37
0587451050000 $20.37
0587451060000 $20.37
0587451070000 $20.37
0587451080000 $20.37
0587451090000 $20.37
0587451100000 $20.37
0587451110000 $20.37
0587451120000 $20.37
0587451130000 $20.37
0587451140000 $20.37
0587451150000 $20.37
0587451160000 $20.37
0587451170000 $20.37
0587451180000 $20.37
0587451190000 $20.37
0587451200000 $20.37
0587451210000 $20.37
0587451220000 $20.37
0587451230000 $20.37
0587451240000 $20.37
0587451250000 $20.37
0587451260000 $20.37
0587451270000 $20.37
0587451280000 $20.37
55 $1,120.35
Town of Yucca Valley - Street and Drainage Maintenance District No. 1 Page 2 of 5
APN Levy Amount APN Levy Amount
CC038SP007 - SDMD No. 1 BZ No. 3
TOWN OF YUCCA VALLEY STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0588311100000 $19.75
0588311110000 $19.75
0588311120000 $19.75
0588311130000 $19.75
0588311140000 $19.75
0588311150000 $19.75
0588311160000 $19.75
0588311170000 $19.75
0588311180000 $19.75
0588311190000 $19.75
0588311200000 $19.75
0588311210000 $19.75
0588311220000 $19.75
0588311230000 $19.75
0588311240000 $19.75
0588311250000 $19.75
0588311260000 $19.75
17 $335.75
Town of Yucca Valley - Street and Drainage Maintenance District No. 1 Page 3 of 5
APN Levy Amount APN Levy Amount
CC038SP009 - SDMD No. 1 BZ No. 5
TOWN OF YUCCA VALLEY STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0601201450000 $2,684.49
0601201490000 $214.14
0601201500000 $775.29
0601201550000 $741.75
0601201560000 $218.01
5 $4,633.68
Town of Yucca Valley - Street and Drainage Maintenance District No. 1 Page 4 of 5
APN Levy Amount APN Levy Amount
CC038SP009 - SDMD No. 1 BZ No. 5
TOWN OF YUCCA VALLEY STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
111 $6,951.00
Parcel Count Levy Amount
Town of Yucca Valley - Street and Drainage Maintenance District No. 1 Page 5 of 5
Engineer’s Report
Fiscal Year 2026-27
Town of Yucca Valley
Landscape and Lighting Maintenance District No. 1
Benefit Zones 1-3
Prepared For
April 2026
Table of Contents
Sections
Section i. Engineer’s Statement ________________________________________________i Section 1. Plans and Specifications______________________________________________ 1 Section 2. Cost Estimate______________________________________________________ 3 Section 3. Method of Apportionment ___________________________________________ 9 Section 4. Assessment Roll ___________________________________________________ 12 Tables
Table i-1. Summary of Assessments ____________________________________________iii Table 2-1. Benefit Zones 1 Budget ______________________________________________ 4 Table 2-2. Benefit Zones 2 Budget ______________________________________________ 5 Table 2-3. Benefit Zones 3 Budget ______________________________________________ 6 Table 2-4. Maximum Assessments ______________________________________________ 7 Table 3-1. Proposed Assessment ______________________________________________ 11 Appendices
Appendix A. Assessment Roll __________________________________________________ A-1 Appendix B. Assessment Diagrams _____________________________________________ B-1
i. Engineer’s Statement
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 i
PROJECT:
TO:
TOWN OF YUCCA VALLEY
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1, BENEFIT ZONES 1-3
TOWN COUNCIL
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Report Pursuant to "Landscaping and Lighting Act of 1972" Pursuant to direction from the Town Council (the “Town Council”) of the Town of Yucca Valley (the “Town”), State of California, submitted herewith is the Engineer’s Report for Landscaping and Lighting Maintenance District No. 1 (the "Report"), consisting of the following parts, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California, being the "Landscape and Lighting Act of 1972" (the “Act”), as amended, commencing with Section 22500, and which is in accordance with Resolution No. 26-07 adopted by the Town of Yucca Valley Town Council, San Bernardino County, California ordering the preparation of the Report for Landscaping and Lighting Maintenance District No. 1 (“LMD No. 1”). This Report is applicable for the ensuing 12- month period, being the Fiscal Year commencing July 1, 2026, to June 30, 2027.
SECTION 1
SECTION 2
SECTION 3
SECTION 4
PLANS AND SPECIFICATION of the improvements to be maintained and/or improved for the Fiscal Year. The plans and specifications show and describe the existing improvements and are sufficient in showing and describing the general nature, location, and extent of the improvements.
A COST ESTIMATE of the improvements to be maintained and/or improved for the mentioned Fiscal Year.
The METHOD OF APPORTIONMENT showing the proportionate amount of the assessment to be charged in proportion to the benefits to be received by each lot or parcel within the exterior boundaries as shown in Appendix B.
The PROPOSED ASSESSMENTS for each Benefit Zone within LMD No. 1.
AGENCY:
i. Engineer’s Statement
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 ii
I, Matthew E. Webb, a Professional Civil Engineer (employed at Albert A. Webb Associates and retained through an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf of the Town of Yucca Valley, pursuant to the Act, do hereby assess and apportion the total amount of the costs and expenses upon the parcels of land within Landscape and Lighting Maintenance District No. 1 liable therefore and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said maintenance, works of improvement, and appurtenances.
Executed this day of 2026.
ALBERT A. WEBB ASSOCIATES
MATTHEW E. WEBB
PROFESSIONAL CIVIL ENGINEER NO. 37385
ENGINEER OF WORK
ON BEHALF OF THE TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Final approval, confirmation and levy of the annual assessment and all matters in the Engineer's Report were made on the day of 2026, by adoption of Resolution No. by Town Council.
TOWN CLERK
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
A copy of the Assessment Roll and Engineer's Report was filed in the Town Clerk’s Office on the day of 2026.
TOWN CLERK
TOWN OF YUCCA VALLEY
STATE OF CALIFORNIA
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 iii
i. Engineer’s Statement
WHEREAS, on May 5, 2026, the Town Council, under the Act, adopted its Resolution of Intention for the Annual Levy of Assessments and Ordering the Preparation of an Engineer’s Report for LMD No. 1; Whereas, the Resolution of Intention directed Webb Municipal Finance, LLC to prepare and file a report presenting plans and specifications describing the general nature, location, and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations, and servicing of the improvements for LMD No. 1 for the referenced Fiscal Year, a diagram for LMD No. 1 showing the area and properties to be assessed, and an assessment of the estimated costs of the maintenance, operations, and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within LMD No. 1 in proportion to the special benefit received;
NOW THEREFORE, the following assessment is made to cover the portion of the estimated cost of maintenance, operation, and servicing of said improvements to be paid by the assessable real property within LMD No. 1 in proportion to the special benefit received:
Table i-1
Summary of Assessments
Benefit Zone Maintenance Costs Total Assessment* Assessable Parcels Zone 1 - Tract 16957 $1,730.82 $1,730.60 34
Zone 2 - Tract 16587 $2,680.26 $2,680.15 55
Zone 3 - Tract 17328 $832.70 $832.66 17
*Variance due to rounding
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 1
1. Plans and Specifications
Introduction
To ensure a flow of funds for the maintenance,repair, and servicing of specified improvements within Tract 16957; the Town Council adopted Resolution No. 05-60 on October 27, 2005, to establish the District in accordance with the provisions of Part 2 of Division 15 of the California Streets and Highways Code, Sections 22500 through 22679, and the provisions of Article XIIID of the State Constitution (Proposition 218).
The additional Zones were annexed to the District as part of the conditions of property development within each zone and approved by the original property owner(s). The proposed assessments are based upon the costs of maintenance, repair and servicing of the improvements that provide special benefit to properties within the District. The annual levies include all proposed expenditures, fund balances, revenues, and reserves, and are set aside in a Special Fund by the Town. The assessment to be levied upon the parcels within each Benefit Zone are proportionate to the special benefit they receive as set forth in the method of apportionment established at the time the Benefit Zone was formed.
Payment of the assessment for each parcel will be made in the same manner and at the same time as payments are made for property taxes. All funds collected through the assessment must be placed in a special fund and can only be used for the purposes stated within this report.
As required by the Landscaping and Lighting Act of 1972, this Engineer's Report describes the improvements to be maintained by the District, provides an estimated budget for the District, sets the Maximum Allowable Assessment which may be levied upon each parcel and lists the proposed assessments to be levied upon each assessable lot or parcel within the District for Fiscal Year 2026-27.
The Town will hold a Public Hearing on June 2, 2026, to provide an opportunity for any interested person to be heard. Following consideration of public comments and review of this report, the Town Council may order amendments to the Report or confirm the report as submitted. Following final approval of the report and confirmation of the assessments, the Town Council may order the levy and collection of the assessment for Fiscal Year 2026-27. Upon approval, the assessments will be submitted to the San Bernardino County AuditorController's Office to be included on the Fiscal Year 2026-27 tax roll.
Description of Improvements and Services
The facilities, which will be constructed, maintained, repaired, and serviced in each Benefit Zone within Landscaping and Lighting Maintenance District No. 1 and which provide special benefits to parcels and properties within each Benefit Zone, may include the following:
• Regular maintenance, repair, and replacement of all facilities within the public rights-of-way 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-way or easements, and perimeter walls, including graffiti removal. • Regular maintenance, repair, and replacement of pedestrian pathways, within the public rights-ofway or easements. • Administrative services to operate the District.
Services include, but are not limited to personnel; electrical energy; utilities such as water; materials; contractual services; grading; clearing; removal of debris; installation or construction of curbs, gutters, walls, sidewalks, paving, irrigation, drainage, hardscapes, trees, furnishings such as pots, bollards, tree grates, and appurtenant
1. Plans and Specifications
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 2
facilities as required to provide an aesthetically pleasing environment throughout the District; and other items necessary for the maintenance or servicing or both including the facilities described below.
Maintenance means the furnishing of services and materials for the ordinary and usual operations, maintenance and servicing of the landscaping, public park facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of the landscaping, public park or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; and the removal of trimmings, rubbish, debris and other solid waste. Servicing means the furnishing of water for the irrigation of the landscaping, and recreational facilities or appurtenant facilities.
Plans and specifications for the improvements within each Benefit Zone shall be as approved by the Town of Yucca Valley and upon approval shall be placed on file in the Office of the Town Engineer, Community Development/Public Works Department, Town of Yucca Valley. Town staff will determine the frequency and specific maintenance activities required to maintain these improvements.
Assessment Diagrams
The boundaries of each Benefit Zone within Landscape and Lighting Maintenance District No. 1 are on file in the Office of the Town Clerk and are incorporated in this Report by reference.
A detailed description of the lines and dimensions of each lot or parcel within the assessment District are those lines and dimensions shown on the maps of the Assessor of the County of San Bernardino for Fiscal Year 2026-27.
2. Cost Estimate
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 3
Cost Estimate
The 1972 Act provides that the total cost of installation, construction, operation, maintenance, and servicing of landscaping and appurtenant facilities can be recovered by the District. Maintenance can include the repair and replacement of existing facilities. Servicing can include electrical and associated costs from a public utility.
Incidental expenses, including administration of the District, engineering fees, legal fees, printing, posting, and mailing of notices, and all other costs associated with the annual collection process can also be included.
The projected costs for the maintenance, repair, and servicing of the improvements within each Benefit Zone including contributions to reserves for Fiscal Year 2026-27 are summarized on the following tables.
2. Cost Estimate
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 4
Table 2-1
Benefit Zones 1 Budget
Direct Costs FY 2025-26 FY 2026-27
Electricity for Street Lights $0.00 $0.00
Acoma Trail Parkway Maintenance $0.00 $0.00
Yucca Trail Parkway Maintenance $0.00 $0.00
Irrigation Water $0.00 $0.00
Landscape Maintenance $0.00 $0.00
Retention Basin Landscape & Irrigation $0.00 $0.00
Capital Replacement Reserve Collection $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $231.95 $243.00
Administrative Consultant $1,444.48 $1,487.82
County Administration Fees $0.00 $0.00
Operating Reserve Collection $0.00 $0.00
Total Indirect Costs $1,676.43 $1,730.82
Total Direct & Indirect Costs $1,676.43 $1,730.82
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment (1) $1,676.43 $1,730.82
Individual Assessment
Total EDUs 34 34
Maximum Allowable Levy per EDU $304.26 $314.13
Proposed Levy per EDU $49.31 $50.91
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (2) $0.00 $0.00
Beginning Capital Replacement Reserve $30,387.57 $30,730.99 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (3) $30,387.57 $30,730.99 (1) Slight variance due to rounding. (2) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (3) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 5
Table 2-2
Benefit Zones 2 Budget
Direct Costs FY 2025-26 FY 2026-27
Electricity for Street Lights $0.00 $0.00
Acoma Trail Parkway Maintenance $0.00 $0.00
Yucca Trail Parkway Maintenance $0.00 $0.00
Irrigation Water $0.00 $0.00
Landscape Maintenance $0.00 $0.00
Retention Basin Landscape & Irrigation $0.00 $0.00
Capital Replacement Reserve Collection $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $259.40 $273.53
Administrative Consultant $2,336.63 $2,406.73
County Administration Fees $0.00 $0.00
Operating Reserve Collection $0.00 $0.00
Total Indirect Costs $2,596.03 $2,680.26
Total Direct & Indirect Costs $2,596.03 $2,680.26
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment (1) $2,596.03 $2,680.26
Individual Assessment
Total EDUs 55 55
Maximum Allowable Levy per EDU $345.59 $356.80
Proposed Levy per EDU $47.20 $48.73
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (2) $0.00 $0.00
Beginning Capital Replacement Reserve $59,799.66 $59,705.39 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (3) $59,799.66 $59,705.39 (1) Slight variance due to rounding. (2) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (3) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
2. Cost Estimate
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 6
Table 2-3
Benefit Zones 3 Budget
Direct Costs FY 2025-26 FY 2026-27
Electricity for Street Lights $0.00 $0.00
Acoma Trail Parkway Maintenance $0.00 $0.00
Yucca Trail Parkway Maintenance $0.00 $0.00
Irrigation Water $0.00 $0.00
Landscape Maintenance $0.00 $0.00
Retention Basin Landscape & Irrigation $0.00 $0.00
Capital Replacement Reserve Collection $0.00 $0.00
Total Direct Costs $0.00 $0.00
Indirect Costs
Town Personnel/Overhead $84.30 $88.80
Administrative Consultant $722.23 $743.90
County Administration Fees $0.00 $0.00
Operating Reserve Collection $0.00 $0.00
Total Indirect Costs $806.53 $832.70
Total Direct & Indirect Costs $806.53 $832.70
Adjustments
Operating Reserve Contribution $0.00 $0.00
Capital Replacement Contribution $0.00 $0.00
Total Adjustments $0.00 $0.00
Total Assessment (1) $806.53 $832.70
Individual Assessment
Total EDUs 17 17
Maximum Allowable Levy per EDU $598.08 $617.48
Proposed Levy per EDU $47.44 $48.98
Reserve Fund Balances
Beginning Operating Reserve $0.00 $0.00
Operating Reserve Collection/Contribution $0.00 $0.00
Est. Ending Operating Reserve (2) $0.00 $0.00
Beginning Capital Replacement Reserve $10,506.73 $9,969.30 Capital Reserve Collection/Contribution $0.00 $0.00
Est. Ending Capital Replacement Reserve (3) $10,506.73 $9,969.30 (1) Slight variance due to rounding. (2) The Operating Reserve Fund may equal up to 50% of the estimated annual cost of providing services funded by the District and shall be used to pay the cost of services until the District receives funds from the assessment levy. (3) The Capital Replacement Reserve fund will be used for capital improvement projects including the cost to replace and/or renovate larger, more expensive improvements within the benefit zone. These improvements have finite life expectancies and will need to be replaced at some point in the future. On an annual basis, any non-expended assessment monies, in excess of the Operating Reserve Contribution, will be transferred to the Capital Replacement Reserve fund until such time as there are sufficient monies to pay for these and/or other unforeseen improvement costs.
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 7
2. Cost Estimate
Since the construction of the improvements in Benefit Zones 1 and 3 have not been completed, a reduced assessment is proposed to be levied for Fiscal Year 2026-27. However, as established at the time of District Formation, the Maximum Allowable Annual Assessment per EDU which may be levied in future years will be increased by the Consumer Price Index for all Urban Consumers for the Los Angeles Area (December – December) to provide sufficient revenues for the maintenance of the improvements in future years. In January 2018, the United States Bureau of Labor Statistics, discontinued the Los Angeles - Riverside - Orange County Consumer Price Index and created a new Riverside - San Bernardino – Ontario Consumer Price Index. This new index is what was used to adjust the Maximum Assessments for Fiscal Year 2026-27. The Maximum Allowable Annual Assessment per EDU for Fiscal Year 2026-27 shall be as shown below:
Table 2-4
Maximum Assessments
Fiscal Year CPI Increase
Zone 1-Tract 16957
Maximum Assessment
Zone 2-Tract 16587
Maximum Assessment
Zone 3-Tract 17328
Maximum Assessment
2005-06 Not Applicable $171.000 Not Applicable Not Applicable 2006-07 4.46% $178.621 Not Applicable Not Applicable
2007-08 3.29% $184.491 $209.550 $362.650
2008-09 4.17% $192.176 $218.279 $377.757
2009-10 0.11% $192.393 $218.525 $378.182
2010-11 1.83% $195.917 $222.528 $385.110
2011-12 1.34% $198.541 $225.509 $390.269
2012-13 2.17% $202.858 $230.412 $398.755
2013-14 1.93% $206.779 $234.865 $406.461
2014-15 1.14% $209.144 $237.552 $411.110
2015-16 0.73% $210.662 $239.276 $414.094
2016-17 2.03% $214.939 $244.134 $422.501
2017-18 1.97% $219.172 $248.942 $430.822
2018-19 3.61% $227.083 $257.928 $446.373
2019-20* 3.05% $234.003 $265.787 $459.974
2020-21 3.03% $241.095 $273.843 $473.916
2021-22 2.25% $246.511 $279.995 $484.563
2022-23 8.59% $267.693 $304.053 $526.199
2023-24 7.33% $287.315 $326.340 $564.769
2024-25 2.88% $295.584 $335.733 $581.024
2025-26 2.94% $304.263 $345.591 $598.085
2026-27 3.24% $314.135 $356.804 $617.489
*All prior years are based on December to December Los Angeles-Riverside-Orange County CPI, Fiscal Year 2019-20 and on are based on the January to January Riverside-San Bernardino-Ontario CPI The Town shall have no obligation to commit funds in excess of the assessment revenues collected for the maintenance of the improvements and the level of maintenance provided shall be adjusted to match the funds available.
The funds in the Capital Replacement Reserve will be used for the replacement or rehabilitation of landscaping, irrigation systems, signage, perimeter walls, retaining walls, streetlights, pathways, or other improvements
2. Cost Estimate
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 8
maintained by the District. The funds will be set aside annually and shall only be used for the replacement or rehabilitation of the improvements unless the Town determines that there is a surplus based upon expected future replacement costs.
The 1972 Act requires that a special fund be set up for the revenues and expenditures of the District. Funds raised by the assessments shall be used only for the purpose as stated herein. Any balance remaining on July 1 must be carried over to the next fiscal year unless the funds are being accumulated for future capital improvements and operating reserves. The District may accumulate an operating reserve which shall not exceed approximately fifty percent (50%) of the annual estimated costs of maintenance and servicing.
3. Method of Apportionment
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 9
Proposition 218 Compliance
On November 5, 1996, California voters approved Proposition 218, entitled “Right to Vote on Taxes Act,” which added Article XIIID to the California Constitution. While its title refers only to taxes, Proposition 218 establishes new procedural requirements for the formation and administration of assessment districts. Proposition 218 also requires that with certain specified exceptions, which are described below, all existing assessment districts must be ratified by the property owners within the District using the new procedures.
Some of these exceptions include:
1. Any assessments imposed exclusively to finance the capital cost or maintenance and operation expenses for streets.
2. Any assessments levied pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed.
However, even if assessments are initially exempt from Proposition 218, if the assessments are increased in the future, the Town will need to comply with the provisions of Proposition 218 for that portion of the increased assessment formula (e.g., CPI increase).
Proposition 218 does not define the term “streets,” however, based on the opinions of the public agency officials, attorneys, assessment engineers, and Senate Bill 919, it has been determined that streets include all public improvements located within the street rights-of-way. This would include median and parkway landscaping, traffic signals, safety lighting, and street lighting.
Proposition 218 defines “assessment” as “any levy or charge upon real property by an agency for a special benefit conferred upon the real property.” Cal. Const., art. XIIID, §2(b). A special assessment, sometimes called a “benefit assessment,” is a charge generally levied upon parcels of real property to pay for benefits the parcels receive from local improvements. Special assessments are levied according to statutory authority granted by the Legislature or, in some instances, local charters. Distinguishing among taxes, fees, and assessments can be difficult and often depends on the context in which the distinction is made. For example, taxes, assessments, and property-related fees all may be imposed on property. The key feature that distinguishes an assessment from a tax, fee, or charge is the existence of a special benefit to real property. Without identifying a special benefit, there can be no assessment.
Distinguishing General and Special Benefit
Proposition 218 added a set of procedures and requirements, which a local government must follow to levy an assessment. In addition to notice, hearing, and assessment ballot proceedings, Proposition 218 provides that “only special benefits are assessable” and requires a local government to “separate the general benefits from the special benefits conferred on a parcel.”
By its nature, most public improvements financed through an assessment district contain an element of public benefit. The test is: does there exist, with relation to the improvement, a special benefit to the property assessed? The law requires that portion of the cost of the improvement, which benefits the public generally to be separated from that portion of the cost of the improvement, which specially benefits assessed properties. Proposition 218 provides the following definition of “special benefit”:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit”.
The actual assessment and the amount of the assessment for the Fiscal Year 2026-27 apportioned to each parcel as shown on the latest equalized roll at the County Assessor’s office are listed in Appendix A of this Report. The description of each lot or parcel is part of the records of the County Assessor of the County of Riverside and such records are, by reference, made part of this Report.
3. Method of Apportionment
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 10
Method of Apportionment
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by Agencies for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping and street lighting improvements for the purpose of:
• improving the livability, appearance, and economic conditions within the boundaries of the District; • ensuring that improvements do not reach a state of deterioration or disrepair so as to cause the depreciation of surrounding property or be materially detrimental to nearby properties and improvements; and
• protecting the health, safety and general welfare of occupants and visitors to properties.
Section 22573 of the Landscape and Lighting Act of 1972 requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]."
In addition, Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property.
Because assessments are levied on the basis of benefit, they are considered a user's fee, not a tax, and, therefore, are not governed by Article IIIA of the California Constitution.
The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22547).
Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." Article XIIID provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements, and rights-of-way, public greenbelts, and public parkways.
As adopted at the time of formation of Landscape and Lighting Maintenance District No. 1 and confirmed by the Town Council following the public hearing, the following benefits were determined to accrue to parcels within the District:
Landscaping Benefit Determination
Trees, landscaping, irrigation system, hardscaping, and appurtenant facilities, if well maintained, provide beautification, shade, and enhance the desirability of the surroundings, and therefore increase property values of the parcels within each Benefit Zone.
Street Lighting Benefit Determination
The proper functioning of street lighting is imperative for the welfare and safety of the property owners within the District. Proper operation, maintenance, and servicing of a street lighting system benefits properties
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 11
3. Method of Apportionment
within each Benefit Zone by providing increased illumination for ingress and egress, safety traveling at night, improved security, protection of property, and the reduction of traffic accidents.
Parcel Classifications
Single Family Residential - The single-family residential parcel classification will be per the Town of Yucca Valley land use designation and will be assessed on a per parcel basis. Each single-family residential parcel will be assigned 1 Equivalent Dwelling Unit (EDU).
Exempt - Exempted from the assessment would be the areas of all public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, all easements and rights-of-way, all public parks, greenbelts and parkways and all other public property designated open space.
Other parcel classifications will be included as necessary to accommodate future annexations.
Zone Classifications
Benefit Zones No. 1 through 3 have been established to provide a funding source for the operation, maintenance and servicing of landscaping and lighting improvements within the boundaries of each benefit zone. Future benefit zones will be established as development occurs and improvements are constructed in those benefit zones which provide a specific and special benefit to the parcels within each benefit zone.
Benefit Spread Methodology
The total operation, maintenance and servicing cost for the landscaping, street lighting, and open space improvements within each Benefit Zone are apportioned in accordance with a methodology that is consistent with standard assessment engineering practices.
Since the assessments are levied on the owners of properties as shown on the secured property tax rolls, the final charges must be assigned by Assessor's Parcel Number. If assessments were to be spread by parcel, not considering land use, this would not be equitable, because a single-family parcel would be paying the same as a 50-unit apartment parcel or a large commercial establishment. Therefore, as previously stated, the total assessment costs are spread to each parcel of land based on the benefit received by each particular parcel.
Benefit Zones No. 1-3
The costs for the operation, maintenance and servicing of the improvements are apportioned in accordance with the methodology as established by the Town Council upon formation of the District and the establishment of each benefit zone. It was determined at that time that the most equitable method for spreading the estimated benefit received by each parcel should be based on the Equivalent Dwelling Unit (EDU) method. Each residential parcel will be assessed on the basis of one EDU per parcel. The formula for each of the Benefit Zones 1-3 is as follows:
Assessable budget ÷ total EDUs = rate per EDU
Table 3-1
Proposed Assessment
Benefit
Zone Land Use Parcels
Dwelling
Units EDU Factor
Total
EDUs
FY 2026-27
Rate/EDU
Total
Assessment
1 Residential 34 34 1.00/DU 34 $50.91 $1,730.82
2 Residential 55 55 1.00/DU 55 $48.73 $2,680.26
3 Residential 17 17 1.00/DU 17 $48.98 $832.70
4. Assessment Roll
Town of Yucca Valley Landscape and Lighting Maintenance District No. 1 Engineer’s Report for Fiscal Year 2026-27 12
A list of names and addresses of the owners of all parcels within the Town of Yucca Valley's Landscape and Lighting Maintenance District No. 1 is shown on the last equalized Property Tax Roll of the Assessor of the County of San Bernardino, which is hereby made a part of this report. This list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll on file in the Office of the Town Clerk The proposed assessments and the amount of assessments for Fiscal Year 2026-27 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Office, are on file in the Office of the Town Clerk. The description of each lot or parcel is part of the records of the Assessor of the County of San Bernardino and these records are, by reference, made part of this Report.
The Assessment Roll for Fiscal Year 2026-27 is included in Appendix A of this Report and is on file in the Office of the Town Clerk.
APPENDIX A
Assessment Roll
APN Levy Amount APN Levy Amount
CC038SP006 - LLMD No. 1 BZ No. 1
TOWN OF YUCCA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0585621010000 $50.90
0585621020000 $50.90
0585621030000 $50.90
0585621040000 $50.90
0585621050000 $50.90
0585621060000 $50.90
0585621070000 $50.90
0585621080000 $50.90
0585621090000 $50.90
0585621100000 $50.90
0585621110000 $50.90
0585621120000 $50.90
0585621130000 $50.90
0585621140000 $50.90
0585621150000 $50.90
0585621160000 $50.90
0585621170000 $50.90
0585621180000 $50.90
0585621190000 $50.90
0585621200000 $50.90
0585621210000 $50.90
0585621220000 $50.90
0585621230000 $50.90
0585621240000 $50.90
0585621250000 $50.90
0585621260000 $50.90
0585621270000 $50.90
0585621280000 $50.90
0585621290000 $50.90
0585621300000 $50.90
0585621310000 $50.90
0585621320000 $50.90
0585621330000 $50.90
0585621340000 $50.90
34 $1,730.60
Town of Yucca Valley - Landscape and Lighting Maintenance District No. 1 Page 1 of 4
APN Levy Amount APN Levy Amount
CC038SP011 - LLMD No. 1 BZ No. 2
TOWN OF YUCCA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0587441010000 $48.73
0587441020000 $48.73
0587441030000 $48.73
0587441040000 $48.73
0587441050000 $48.73
0587441060000 $48.73
0587441070000 $48.73
0587441080000 $48.73
0587441090000 $48.73
0587441100000 $48.73
0587441110000 $48.73
0587441120000 $48.73
0587441130000 $48.73
0587441140000 $48.73
0587441150000 $48.73
0587441160000 $48.73
0587441170000 $48.73
0587441180000 $48.73
0587441190000 $48.73
0587441200000 $48.73
0587441210000 $48.73
0587441220000 $48.73
0587441230000 $48.73
0587441240000 $48.73
0587441250000 $48.73
0587441260000 $48.73
0587441270000 $48.73
0587441280000 $48.73
0587441290000 $48.73
0587441300000 $48.73
0587451040000 $48.73
0587451050000 $48.73
0587451060000 $48.73
0587451070000 $48.73
0587451080000 $48.73
0587451090000 $48.73
0587451100000 $48.73
0587451110000 $48.73
0587451120000 $48.73
0587451130000 $48.73
0587451140000 $48.73
0587451150000 $48.73
0587451160000 $48.73
0587451170000 $48.73
0587451180000 $48.73
0587451190000 $48.73
0587451200000 $48.73
0587451210000 $48.73
0587451220000 $48.73
0587451230000 $48.73
0587451240000 $48.73
0587451250000 $48.73
0587451260000 $48.73
0587451270000 $48.73
0587451280000 $48.73
55 $2,680.15
Town of Yucca Valley - Landscape and Lighting Maintenance District No. 1 Page 2 of 4
APN Levy Amount APN Levy Amount
CC038SP008 - LLMD No. 1 BZ No. 3
TOWN OF YUCCA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
0588311100000 $48.98
0588311110000 $48.98
0588311120000 $48.98
0588311130000 $48.98
0588311140000 $48.98
0588311150000 $48.98
0588311160000 $48.98
0588311170000 $48.98
0588311180000 $48.98
0588311190000 $48.98
0588311200000 $48.98
0588311210000 $48.98
0588311220000 $48.98
0588311230000 $48.98
0588311240000 $48.98
0588311250000 $48.98
0588311260000 $48.98
17 $832.66
Town of Yucca Valley - Landscape and Lighting Maintenance District No. 1 Page 3 of 4
APN Levy Amount APN Levy Amount
CC038SP008 - LLMD No. 1 BZ No. 3
TOWN OF YUCCA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1 Fiscal Year 2026-27 Assessment Roll
106 $5,243.41
Parcel Count Levy Amount
Town of Yucca Valley - Landscape and Lighting Maintenance District No. 1 Page 4 of 4
APPENDIX B
Assessment Diagrams
TOWN OF YUCCA VALLEY
Landscape & Lighting Maintenance District No. 1
Benefit Zones 1-3
TOWN OF YUCCA VALLEY
Landscape & Lighting Maintenance District No. 1
Benefit Zones 1-3
TOWN OF YUCCA VALLEY
Landscape & Lighting Maintenance District No. 1
Benefit Zones 1-3
TOWN COUNCIL
TOWN OF YUCCA VALLEY
NOTICE OF PUBLIC HEARING
RESOLUTION OF INTENT TO LEVY AN ASSESSMENT
ON REAL PROPERTY WITHIN THE EXISTING
STREET AND DRAINAGE MAINTENANCE DISTRICT NO. 1
FOR THE 2026-27 TAX YEAR
NOTICE IS HEREBY GIVEN that the Town Council will conduct a public hearing at 5:00 PM on Tuesday, June 2, 2026, in the Yucca Valley Community Center, 57090 29 Palms Highway, Yucca Valley, CA 92284 pursuant to California Streets and Highways Code Sections 22552 and 22553 and Government Code Section 53753.5 to consider the following Resolution of Intent to levy annual assessments upon real property comprising the following Street and Drainage Maintenance District:
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA
VALLEY, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA,
DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE STREET AND DRAINAGE MAINTENANCE
DISTRICT NO. 1, BENEFIT ZONES 1-3 AND 5, FISCAL YEAR 2026-27 WHEREAS, the Town Council has by previous resolutions formed and levied annual assessments for Street and Drainage Maintenance District No. 1, Benefit Zones 1-3 and 5 (hereafter referred to as the “District”), pursuant to the terms and provisions of the Benefit Assessment Act of 1982, Chapter 6.4, Division 2, Title 5 of the California Government Code (Section 54703 et seq.) (the “1982 Act”), Article XIIID of the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 et seq.) (the “Implementation Act”) (the 1982 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”), that provide for the levy and collection of assessments by the County of San Bernardino, for the Town of Yucca Valley, to pay for the maintenance of all improvements, facilities, and services related thereto: and WHEREAS, the Town Council has retained Webb Municipal Finance, LLC, for the purpose of assisting with the annual levy and assessments (“Annual Levy”) for the District, and to prepare and file a report with the Town Clerk in accordance with the Assessment Law.
NOW, THEREFORE BE IS RESOLVED, DETERMINED, AND ORDERED BY THE TOWN COUNCIL, AS FOLLOWS:
Section 1. Recitals
That the recitals set forth above are true and correct.
Section 2. Declaration of Intention
That the Town Council hereby declares that it is its intention to seek an Annual Levy for the District pursuant to the Assessment Law, over and including the land within the District boundaries, and to levy and collect assessments on all such land to pay the annual costs for the maintenance of the improvements and facilities and services related thereto. The Town Council finds that the public’s best interest requires such levy and collection.
Section 3. District Boundaries
That the boundaries of the District are described as the boundaries previously defined in the original formation documents of the District, within the boundaries of the Town of Yucca Valley, County of San Bernardino, State of California.
Section 4. District Improvements
That the improvements and facilities to be maintained within The District, shall include regular maintenance and operation of streets, roads and highways including but not limited to pavement rehabilitation, re-striping, 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; maintenance and operation of drainage and flood control facilities, including but not limited to floodways, channels, percolation ponds, storm drain systems including pipes and catch basins and appurtenant facilities, and administrative services to operate the District including related administration, legal and contracted services costs. Services provided include all necessary services, operations, administration and maintenance, required to keep the above-mentioned improvements and facilities in a healthy, vigorous and satisfactory working condition.
Section 5. Proposed Assessment Amounts
That for Fiscal Year 2026-27, the proposed assessments for the District are outlined in the Engineer’s Annual Levy Report which details any changes or increases in the annual assessment from the previous fiscal year.
Section 6. Notice to Property Owners
That the Town shall give notice of the time and place of the public hearing to all property owners within the District by causing the publishing of this Resolution once in the local newspaper not less than ten (10) days before the date of the public hearing, and by posting a copy of this Resolution on the official bulletin board customarily used by the Town Council for the posting of notices. Any interested person may file a written protest with the Town Clerk prior to the conclusion of the public hearing, or, having previously filed a protest, may file a written withdrawal of that protest. A written
protest shall state all grounds of objection and a protest by a property owner shall contain a description sufficient to identify the property owned by such property owner.
At the public hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 7. Notice of Public Hearing
That notice is hereby given that a public hearing on these matters will be held by the Town Council on Tuesday, June 2, 2026, at 5:00 PM or as soon thereafter as feasible in the Town Council Chambers, located at 57090 Twentynine Palms, Yucca Valley, California.
Section 8. Direction to Give Notice
That the Town Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
Section 9. Severability
That the Town Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason if any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.
Section 10. Effective Date
That this Resolution shall take effect upon its adoption.
Section 11. Certification
That the Town Clerk shall certify as to the adoption of this Resolution and shall cause the same to be processed in the manner required by law.
Section 12. Repeal of Conflicting Provisions
That all the provisions heretofore adopted by the Town Council that are in conflict with the provisions of this Resolution are hereby repealed.
All interested persons are invited to attend and offer written or oral testimony in support of or opposition to the levy of annual assessments upon real property in said Districts.
/s/ Brooke Dudra
Brooke Dudra
Town Clerk
May 5, 2026
Publish: ___________
TOWN COUNCIL
TOWN OF YUCCA VALLEY
NOTICE OF PUBLIC HEARING
RESOLUTION OF INTENT TO LEVY AN ASSESSMENT
ON REAL PROPERTY WITHIN THE EXISTING
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 1
FOR THE 2026-27 TAX YEAR
NOTICE IS HEREBY GIVEN that the Town Council will conduct a public hearing at 5:00 PM on Tuesday, June 2, 2026, in the Yucca Valley Community Center, 57090 29 Palms Highway, Yucca Valley, CA 92284 pursuant to California Streets and Highways Code Sections 22552 and 22553 and Government Code Section 53753.5 to consider the following Resolution of Intent to levy annual assessments upon real property comprising the following Landscape and Lighting Maintenance District:
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF YUCCA
VALLEY, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA,
DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE LANDSCAPE AND LIGHTING MAINTENANCE
DISTRICT NO. 1, BENEFIT ZONES 1-3, FISCAL YEAR 2026-27
WHEREAS, the Town Council has by previous Resolutions formed and levied annual assessments for Landscape and Lighting Maintenance District No. 1, Benefit Zones 1-3 (hereinafter referred to as the “District”), pursuant to the terms and provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (Section 22500 et seq.) (the “Act”), and Articles XIIIC and XIIID of the Constitution of the State of California (together, the “Constitution”) (the Act and the Constitution are referred to collectively as the “Assessment Law”), that provide for the levy and collection of assessments by the County of San Bernardino, for the Town of Yucca Valley, to pay for the maintenance of all improvements, facilities and services related thereto; and
WHEREAS, the Town Council has retained Webb Municipal Finance, LLC, for the purpose of assisting with the annual levy and assessments (“Annual Levy”) for the District, and to prepare and file a report with the Town Clerk in accordance with the Assessment Law.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE TOWN COUNCIL, AS FOLLOWS:
Section 1. Recitals
That the recitals set forth above are true and correct.
Section 2. Declaration of Intention
That the Town Council hereby declares that it is its intention to seek an Annual Levy for the District pursuant to the Assessment Law, over and including the land within the District boundaries, and to levy and collect assessments on all such land to pay the annual costs for the maintenance of the improvements and facilities and services related thereto. The Town Council finds that the public’s best interest requires such levy and collection.
Section 3. District Boundaries
That the boundaries of the District are described as the boundaries previously defined in the original formation documents of the District, within the boundaries of the Town of Yucca Valley, County of San Bernardino, State of California.
Section 4. District Improvements
That the improvements to be maintained and serviced within the District shall include regular maintenance, repair and replacement of all facilities within the public rights- of-way 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 rightsof-way or easements, and perimeter walls, including graffiti removal; regular maintenance, repair and replacement of pedestrian pathways, within the public rightsof-way or easements and administrative services to operate the District including related administration, legal and contracted services costs, and other items necessary for the satisfactory operation of the facilities.
Section 5. Proposed Assessment Amounts
That for Fiscal Year 2026-27, the proposed assessments for the District are outlined in the Engineer’s Annual Levy Report which details any changes or increases in the annual assessment from the previous fiscal year.
Section 6. Notice to Property Owners
That the Town shall give notice of the time and place of the Public Hearing to all property owners within the District by causing the publishing of this Resolution once in the local newspaper not less than ten (10) days before the date of the Public Hearing, and by posting a copy of this Resolution on the official bulletin board customarily used by the Town Council for the posting of notices. Any interested person may file a written protest with the Town Clerk prior to the conclusion of the Public Hearing, or, having
previously filed a protest, may file a written withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a property owner shall contain a description sufficient to identify the property owned by such property owner.
At the Public Hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 7. Notice of Public Hearing
That notice is hereby given that a Public Hearing on these matters will be held by the Town Council on Tuesday, June 2, 2026, at 5:00 PM or as soon thereafter as feasible in the Yucca Valley Town Hall, located at 57090 Twentynine Palms, Yucca Valley, California.
Section 8. Direction to Give Notice
That the Town Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
Section 9. Severability
That the Town Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason if any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.
Section 10. Effective Date
That this Resolution shall take effect upon its adoption.
Section 11. Certification
That the Town Clerk shall certify as to the adoption of this Resolution and shall cause the same to be processed in the manner required by law.
All interested persons are invited to attend and offer written or oral testimony in support of or opposition to the levy of annual assessments upon real property in said Districts.
/s/ Brooke Dudra
Brook Dudra
Town Clerk
May 5, 2026
Publish: ____________
Item: 12.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Jessica Rice, Senior Management Analyst
Date: April 21, 2026
Meeting Date: May 5, 2026
Subject:
Approval of New Postage Machine Leases
Recommendation:
That the Town Council:
1. Award a contract for leasing two new postage machines in the amount of $632.39, plus tax, per month for 60 months beginning September 2026 to September 2031.
2. Authorize the Town Manager to sign all related documents and make any nonsubstantive changes.
Prior Review:
None
Discussion:
The Town currently leases two postage machines from Quadient, formally Neopost. These machines are located at Town Hall and Community Development, and are used by all Town departments.
Since the current 60-month lease expires in September 2026 staff recently solicited new postage machine lease proposals. Staff received two proposals and recommends the proposal from Quadient in the amount of $632.39, plus tax, per month for 60 months. The new monthly lease payment is approximately $185 more per month than the current lease payment and includes the installation and maintenance of two new postage machines. The price increase is mainly due to the rise in inflation over the past 5 years and some remaining tariff costs.
Quadient also offers their “Why Wait” program, where once the contracts are signed, the new postage machines can be delivered now, but the new pricing doesn’t start until September 2026, when the new contract terms start.
The new postage machines are newer models of the machines staff is already used to and are equipped with dynamic scales which automatically weighs and calculates the proper postage for different sizes of mail fed into the machine, saving staff time from having to measure and weigh each piece of mail, as well as avoiding accidental calculation of incorrect postage. The lease payment also includes renewal of the e-certify program, which allows staff to send certified mail at a discounted postage price.
The chart below summarizes the estimated total monthly costs for the two proposals received, as well as our current lease.
Staff recommends accepting the proposal from Quadient. Quadient is not only the lowest bidder, but the Town already has a working relationship with them, plus staff is already familiar with using the machines. Renewing the lease with Quadient will allow the Town to continue that working relationship and equipment familiarity.
Alternatives
None
Fiscal Impact:
The cost for the new postage machine leases are accommodated in the draft FY 26-28 general fund budget and will be included in future fiscal year budgets. Long-term leases remain subject to municipal budget appropriation.
Attachments
1. 5 5 26 Quadient Lease for ComDev
2. 5 5 26 Quadient Lease for Town Hall
Organization THE TOWN OF YUCCA VALLEY
Phone (760) 369-7207
Address 58928 Business Center Dr
City State Zip Yucca Valley CA 92284-7306
Customer
Fax
Purchase Order - Lease
NASPO/ValuePoint Contract #: CTR058809
Send all correspondence to;
Quadient Leasing USA, Inc.
478 Wheelers Farms Rd
Milford CT 06461
Phone: 203-301-3400
Fax: 203-301-2600
Payments will be sent to:
Quadient Leasing USA, Inc.
Dept 3682
PO Box 123682
Dallas TX 75312-3682
This order is governed in accordance with the prices, terms, delivery method, and specifications listed above, and acknowledges that you have received, read, and agree to all applicable terms and conditions (version Government-Equipment-Lease-Terms-USPS-Direct-V11-2023), which are also available at https://quadientterms.com/GovernmentEquipment-Lease-Terms-USPS-Direct-V11-2023-CA.
Organization THE TOWN OF YUCCA VALLEY
Phone (760) 369-7207
Address 58928 Business Center Dr
City State Zip Yucca Valley CA 92284-7306
Email [email protected]
Attention Jessica Rice
Company Name Quadient Leasing USA Inc. FEDERAL ID# 94-2984524 Phone (866) 448-0045
Address 478 Wheelers Farms Rd
City State Zip Milford CT 06461
Fax (203) 301-2600
Attention Government Sales DUNS# 150836872
Vendor Ship To
P.O. Number P.O. Date Requisitioner Shipped Via
Ground
F.O.B. Point
Destination
Terms
Quarterly Invoicing
and / or
QTY
60 Unit
Months
Description
Lease Payment
Unit Price
$302.69
Total
$18,161.40
Lease payment specified above for products listed below includes, as applicable, reduced price equipment maintenance to reflect first year free, meter rental, meter resets, postal rate changes, software license/support/subscription fees, delivery, installation, and operator training. 1)
2)
3)
Authorized by Date
Print Name Title
Products
State Participating Addendum (PA) #:
7-22-70-50-04 (CA)
DBA
QTY Product ID Description NLEqptDetailID LeaseID
1 IX7 iX-7 Series Base w/ Mixed Size Feeder, Sealer, Drop Tray & Ink Cartridge 1 IXWP10 IX Series 10 lb Weighing Platform
1 IXDS7 Dynamic Weighing Platform for IX Series 7/7PRO Bases
The term of the new lease, being signed concurrently with this agreement, (“New Lease”) will commence when the Current Lease reaches the end of its Initial Term or, if applicable, the current Renewal Term.
The Products that are subject to the Current Lease will be replaced with the Products identified in the New Lease for the remainder of the Current Lease’s Initial Term or, if applicable, the current Renewal Term.
If a subscription to the Impress Platform is included on the New Lease, then any associated Usage Fees will be in addition to the payments on the Current Lease and the New Lease.
The replaced products from the Current Lease must be returned to us within thirty (30) days of the effective date of this agreement.
The Quadient Leasing Why Wait program entitles you to upgrade your Quadient equipment up to 12 months prior to the end of the term of your Current Lease. Your new lease term will automatically commence and billing will begin after your Current Lease has reached the end of its current term. The transition from your Current Lease to the New Lease will be seamless.
By electing to participate in this program, you agree to the following:
You agree to continue making payments on lease number N21082497 through the end of its Initial Term or, if applicable, the current Renewal Term.
Signature: ______________________________
Name (printed): __________________________
Title: _________________________________
Date: _________________________________
Company: Quadient Leasing USA Inc.
Signature : ______________________________
Name (printed): ___________________________
Title: __________________________________
Date: __________________________________
Company: THE TOWN OF YUCCA VALLEY
•
•
•
•
Why Wait Program Agreement
•
Organization THE TOWN OF YUCCA VALLEY
Phone (760) 369-7207
Address 57090 29 Palms Hwy
City State Zip Yucca Valley CA 92284-2932
Customer
Fax
Purchase Order - Lease
NASPO/ValuePoint Contract #: CTR058809
Send all correspondence to;
Quadient Leasing USA, Inc.
478 Wheelers Farms Rd
Milford CT 06461
Phone: 203-301-3400
Fax: 203-301-2600
Payments will be sent to:
Quadient Leasing USA, Inc.
Dept 3682
PO Box 123682
Dallas TX 75312-3682
This order is governed in accordance with the prices, terms, delivery method, and specifications listed above, and acknowledges that you have received, read, and agree to all applicable terms and conditions (version Government-Equipment-Lease-Terms-USPS-Direct-V11-2023), which are also available at https://quadientterms.com/GovernmentEquipment-Lease-Terms-USPS-Direct-V11-2023-CA.
Organization THE TOWN OF YUCCA VALLEY
Phone (760) 369-7207
Address 57090 29 Palms Hwy
City State Zip Yucca Valley CA 92284-2932
Email [email protected]
Attention Jessica Rice
Company Name Quadient Leasing USA Inc. FEDERAL ID# 94-2984524 Phone (866) 448-0045
Address 478 Wheelers Farms Rd
City State Zip Milford CT 06461
Fax (203) 301-2600
Attention Government Sales DUNS# 150836872
Vendor Ship To
P.O. Number P.O. Date Requisitioner Shipped Via
Ground
F.O.B. Point
Destination
Terms
Quarterly Invoicing
and / or
QTY
60 Unit
Months
Description
Lease Payment
Unit Price
$329.70
Total
$19,782.00
Lease payment specified above for products listed below includes, as applicable, reduced price equipment maintenance to reflect first year free, meter rental, meter resets, postal rate changes, software license/support/subscription fees, delivery, installation, and operator training. 1)
2)
3)
Authorized by Date
Print Name Title
Products
State Participating Addendum (PA) #:
7-22-70-50-04 (CA)
DBA
QTY Product ID Description NLEqptDetailID LeaseID
1 IX7 iX-7 Series Base w/ Mixed Size Feeder, Sealer, Drop Tray & Ink Cartridge 1 IXWP10 IX Series 10 lb Weighing Platform
1 IXDS7 Dynamic Weighing Platform for IX Series 7/7PRO Bases 1 ECERT-PROCESSING e-Certify Processing Fee (Used for Lease Renewals ONLY) 1 CS-25ECERT500 e-Certify Subscription - Level 1 (up to 500 e-Certs per year).
The term of the new lease, being signed concurrently with this agreement, (“New Lease”) will commence when the Current Lease reaches the end of its Initial Term or, if applicable, the current Renewal Term.
The Products that are subject to the Current Lease will be replaced with the Products identified in the New Lease for the remainder of the Current Lease’s Initial Term or, if applicable, the current Renewal Term.
If a subscription to the Impress Platform is included on the New Lease, then any associated Usage Fees will be in addition to the payments on the Current Lease and the New Lease.
The replaced products from the Current Lease must be returned to us within thirty (30) days of the effective date of this agreement.
The Quadient Leasing Why Wait program entitles you to upgrade your Quadient equipment up to 12 months prior to the end of the term of your Current Lease. Your new lease term will automatically commence and billing will begin after your Current Lease has reached the end of its current term. The transition from your Current Lease to the New Lease will be seamless.
By electing to participate in this program, you agree to the following:
You agree to continue making payments on lease number N21082617 through the end of its Initial Term or, if applicable, the current Renewal Term.
Signature: ______________________________
Name (printed): __________________________
Title: _________________________________
Date: _________________________________
Company: Quadient Leasing USA Inc.
Signature : ______________________________
Name (printed): ___________________________
Title: __________________________________
Date: __________________________________
Company: THE TOWN OF YUCCA VALLEY
•
•
•
•
Why Wait Program Agreement
•
A. Quadient Leasing and Customer are entering into a Product Lease Agreement (the “Lease”), pursuant to which Quadient Leasing will lease products to Customer.
B. Concurrently, Quadient and Customer are entering into an Online Services and Software Agreement (the “OSS Agreement”) pursuant to which Quadient will make certain other services available to Customer.
C. Any defined term used herein shall have the same meaning as in the Lease, or the OSS Agreement.
In consideration of the mutual covenants contained herein, and in the Lease, and the OSS Agreement, the parties agree to amend the OSS Agreement as follows:
1. The following is hereby added to the end of Section 2, titled “License Grant and Additional Terms”:
“Your use of the Services is limited to the number of Electronic Certified Mail pieces (each an “eCert”) indicated on the Order Form (“Annual Volume Limit”). In the event You exceed the Annual Volume in any year, You agree to pay an overage charge for each eCert used over the Annual Volume Limit as outlined below (the “Overage Charge”). The Overage Charge will be determined as a product of the number of eCerts You process in excess of the Annual Volume Limit multiplied by the Overage Charge associated with tier for the excess as set forth below:”
ECERTIFY OVERAGE AGREEMENT
This eCertify Overage Agreements dated March 04, 2026, is by and between Quadient Leasing USA, Inc. ("Quadient Leasing"), Quadient, Inc. ("Quadient") and THE TOWN OF YUCCA VALLEY ("Customer") with reference to the following:
* Volume bands renew annually
Annual Volume Band
(# of eCerts) *
Overage
Charge
1 - 500 $0.56
501 - 1,000 $0.50
1,001 - 2,000 $0.48
2,001 - 4,000 $0.35
4,001 - 8,000 $0.33
8,001 - 12,000 $0.31
12,001 - 16,000 $0.28
32,001 - 64,000 $0.24
96,001 - 128,000 $0.22
128,001 - 200,000 $0.20
200,001 - 256,000 $0.19
256,001 - 384,000 $0.19
1,200,001 and above $0.13
16,001 - 32,000 $0.25
384,001 - 512,000 $0.16
512,001 - 1,200,000 $0.14
64,001 - 96,000 $0.23
eCertify Lease Addendum v02.01.26
03/04/2026
* Volume bands renew annually
The Lease, OSS Agreement, and this eCertify Overage Agreement contain the complete understanding and agreement between the parties regarding the subject matter herein, and supersede all representations, understandings or agreements prior to the execution thereof. Any changes to the foregoing agreements will be valid only if they are in writing and signed by the appropriate parties. In the event of any conflict between the terms of the Lease, OSS Agreement, and this eCertify Overage Agreement, the terms of this eCertify Overage Agreement shall control.
The parties have caused this eCertify Overage Agreement to be executed by their duly authorized representatives on the date set forth below.
Customer: THE TOWN OF YUCCA VALLEY
By: _________________________________________
Name: ______________________________________
Title: _______________________________________
Date: _______________________________________
Quadient Leasing USA, Inc.
By: _________________________________________
Name: ______________________________________
Title: _______________________________________
Date: _______________________________________
Quadient, Inc.
By: _________________________________________
Name: ______________________________________
Title: _______________________________________
Date: _______________________________________
eCertify Lease Addendum v02.01.26
03/04/2026
Item: 13.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director, Shane Stueckle, Deputy Town Manager Date: April 23, 2026
Meeting Date: May 5, 2026
Subject: Town Project No. 7073: Yucca Mesa & Buena Vista Intersection Improvement Project – Notice of Completion
Recommendation:
That the Town Council accepts the project as substantially complete, authorizes staff to file the Notice of Completion, authorizes the reduction of the Faithful Performance Bond to 10%, and directs staff to retain the Labor and Material Bond for six (6) months for Project No. 7073.
Prior Review:
On August 19, 2025, the Town Council adopted Resolution No. 25-18, approving plans, specifications, and estimates for the construction of the Yucca Mesa & Buena Vista Intersection Improvements Project, Project No. 7073 and authorized the Town Clerk to advertise and receive bids.
On October 21, 2025, the Town Council:
• Amended the FY2025-26 Special Revenue Fund Budget Measure I Fund 524, allocating $320,000.00 of undesignated reserve funds to accommodate the total project cost of $420,000.00;
• Adopted Resolution 25-28 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 Mesa & Buena Vista Intersection Project with a total construction amount of $420,000.00;
• Approved the award of a construction contract with LCR Earthwork & Engineering of Norco, California, in the amount of $354,650.00 to construct the Yucca Mesa & Buena Vista Intersection Project;
• Authorized construction, construction contingencies, and inspection costs in the total amount of $420,000.00; and
• Authorized the Mayor, Town Manager, and Town Attorney to execute the agreement, and authorized the Town Manager or designee to expend contingency funds, if
necessary, for project completion.
Discussion:
Final project reports, finding that a capital project is substantially complete with pending punch list items, and reducing performance bonds as necessary, are the last steps in the capital project process brought before the Town Council.
The Yucca Mesa and Buena Vista intersection is heavily traveled by daily commuters and, as part of the Town of Yucca Valley’s truck route, semi-trucks and trailers. The intersection has an Average Daily Traffic count of 8,000 vehicles per day. Both roads are directly accessible from the two main highways, SR 62 and SR 247.
This project was limited to the intersection of Yucca Mesa Road and Buena Vista Drive. The project consisted of widening the intersection, removing and replacing the existing asphalt pavement, as well as installing new curb, gutter, and striping. The current intersection is offset from the centerline of Yucca Mesa Road.
The project started on February 23, 2026, and was substantially completed by April 10, 2026.
The Town Inspector provided a punch list of items for the contractor to correct and revise until the work was found satisfactory to and accepted by the Town.
It is appropriate for the Town to accept the work as substantially complete and file a Notice of Completion. It is also appropriate to reduce the Faithful Performance Bond being held as a surety to 10%. Following completion of the punch list items, the Labor and Material Bond shall be retained for a period of six (6) months and then released, provided no liens or stop notices have been filed.
Alternatives
No alternatives are recommended by staff. The recommended action is necessary for the project to move forward.
Fiscal Impact:
The overall cost of the improvement work is accommodated by the FY 2025/26 Amended Measure I Fund 524 Budget, allocating $420,000.00 to the Yucca Mesa & Buena Vista Intersection Improvement project. Cost breakdown is as follows:
Construction Bid Amount $ 354,650.00
Construction Contingency $ 45,350.00
Engineering and Inspections $ 20,000.00
Estimated Project Cost $ 420,000.00
The total project cost is summarized below:
Description Cost
Original Construction Cost $354,650.00
Credit for Bid Item 7 $(7,500.00)
Credit for Bid Item 13 $(6,000.00)
Credit for Bid Item 14 $(700.00)
Bid Advertisement $641.50
Engineering and Inspections $10,100.88
Total Construction Cost $351,192.38
Attachments
1. Fund 524 Ledger
2. Yucca Mesa & Buena Vista Pictures
Town of Yucca Valley
Inception To Date Actual All Ledger for Period Ending 4/30/2026 Run: 4/21/2026 @ 5:31 PM Page: 1 Account Date Source JE Reference Description Debit Credit Balance 524 59 8311 7073 00 0000 000 Capital Project Planning & Engineering Yucca Mesa Widening - Buena Vista Intersection Beginning Balance
0.00 8/31/2024 A/P 57972 Gold Mountain California News Media, Inc. (formerly Hi Desert Publishing)
Request for Proposals, Yucca Mesa &
Buena Vista Intersection
297.00 297.00
6/30/2025 A/P 07-25-001 NRO ENGINEERING/Noel Rodney
Owsley
06/25 General Engineering Services
1,800.00 2,097.00
6/30/2025 G/L 2133 Prelim YE
Close
Prelim YE Close FY24/25 2,097.00 0.00
10/01/2025 A/P 65044 Gold Mountain California News Media, Inc. (formerly Hi Desert Publishing)
Notice Inviting Sealed Bids,
Project#7073
641.50 641.50
2/28/2026 A/P Application#
1 LCR Earthwork & Engineering Corp
Yucca Mesa & Buena Vista Intersection
Project, Feb 2026
24,500.00 25,141.50
3/17/2026 A/P Application#
2 LCR Earthwork & Engineering Corp
Yucca Mesa & Buena Vista Intersection
Project, 03/01/26-03/17/2026
305,450.00 330,591.50
3/25/2026 A/P LP0426-04 Landmark Consultants, Inc
Yucca Mesa & Buena Vista Intersection
Improvement Project, thru 03/25/2026
7,240.40 337,831.90
3/27/2026 G/L 2275 Payroll Import 03/27/2026 674.85 338,506.75 4/10/2026 G/L 2278 Payroll Import 04/10/2026 385.63 338,892.38 4/14/2026 A/P Application#
3 LCR Earthwork & Engineering Corp
Yucca Mesa & Buena Vista Intersection
Project, 03/18/26-04/14/2026
10,500.00 349,392.38
524 59 8311 7073 00 0000 000 Capital Project Planning & Engineering Yucca Mesa Widening - Buena Vista Intersection Ending Balance
351,489.38 2,097.00 349,392.38
Report Total 351,489.38 2,097.00 349,392.38
Item: 14.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Jordan Gumbish, Finance Manager
Date: April 27, 2026
Meeting Date: May 5, 2026
Subject: Treasurer's Report for the Quarter Ending March 31, 2026 Recommendation:
Receive and file the Treasurer’s Report for the third quarter of FY2025-26.
Prior Review:
None.
Discussion:
The investment policy and Town Code of the Town of Yucca Valley requires that quarterly Treasurer’s reports be filed with the Town Council. The attached Treasurer’s Report is for the Third Quarter of FY2025-26.
Alternatives
None.
Fiscal Impact:
None.
Attachments
1. Treasurers Report March 31, 2026
Market Percent of Maturity
Institution/Investment Value Portfolio Yield Date
Pacific Western-Checking Acct $ 4,125,345 8.11% 0.00% Liquid Local Agency Investment Fund (LAIF) 9,631,767 18.93% 3.83% Liquid Pac Western-Successor Agency 331,631 0.65% 0.00% Liquid Pacific Western Money Market Account 17,740,251 34.87% 3.99% Liquid Chandler Asset Mgmt Portfolio 11,483,447 22.57% 4.23% Liquid to 5/15/27 Chandler Asset Mgmt Portfolio - D/S 7,566,065 14.87% 3.49% 12/31/2026 Petty Cash 3,390 0.01% 0.00% Liquid
Total Cash & Investments $ 50,881,896 100.00% 3.59%
Jordan Gumbish
Finance Manager
Town of Yucca Valley
Treasurer's Report
As of March 31, 2026
2.00%
2.50%
3.00%
3.50%
4.00%
4.50%
RETURN
INVESTMENT PORTFOLIO PERFORMANCE
Portfolio Return 90 Day T-Bill
2025 2026
I certify that to the best of my knowledge, this report accurately reflects all pooled investments, and is in conformity with the Town's investment policy revised on June 21, 2022, which complies with the California Government Code. A copy of this investment policy, along with the supporting banking and investment statements, is available in the office of the Town Clerk.
All investment actions executed since the last investment report have been made in full compliance with the Investment Policy.
This investment program provides sufficient cash flow liquidity to meet the next six months of budgeted expenditures.
Item: 15.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Debra Breidenbach, Human Resources and Risk Manager Date: April 15, 2026
Meeting Date: May 5, 2026
Subject: Assembly Bill 2561 - Public Hearing on Town Vacancies and Recruitment Recommendation:
That the Town Council receive and file this review and summary following the Public Hearing.
Prior Review:
This item was reviewed at the Town Council meeting on June 3, 2025.
Discussion:
On September 22, 2024, Governor Newsom signed Assembly Bill 2561 (AB 2561) into law to amend the Meyers-Milias-Act (MMBA) to create a new obligation for public agencies to address the status of vacancies publicly. As the basis for the new requirements, the California Legislature determined that vacancies are a widespread and significant problem in the public sector. Vacancies require employees to take on heavier workloads, resulting in burnout and increased turnover which negatively impacts the delivery of public services.
AB2561 also amended the MMBA in ways that don’t apply directly to the Town since the Town does not have employee organizations. However, even agencies that don’t have employee organizations are required to provide their governing body, in the Town’s case the Town Council, with an update regarding vacancies at least once per fiscal year.
In compliance with the new legal obligations under AB 2561, the Town is required to do the following:
Public Hearing Requirements:
AB 2561 requires public agencies to present the status of their vacancies in a public hearing before their governing body at least once per fiscal year. The presentation must be made prior to the adoption of a final budget for the fiscal year. The report must address the recruitment and retention efforts currently employed by the public agency. During this presentation, the
public agency is also required to identify any changes to policies, procedures or recruitment activities that negatively impact the entity’s efforts to reduce its vacancies.
1. Additionally, if the number of vacancies exceeds 20% of the total number of authorized full-time positions, there is an applicable requirement to the Town to include The average number of days to complete the hiring process from when a position is posted; and
2. Opportunities to improve compensation and other working conditions.
Currently, the vacancy rate for the Town is 12.5% of its total approved full-time authorized positions.
Current Recruitment and Retention Efforts:
The Human Resources Department consistently reviews recruitment and retention strategies to ensure that the Town remains competitive in attracting top talent and retaining high-quality employees.
Although the Town is not currently experiencing challenges with recruitment, it is important to be proactive to ensure continued success. As part of the ongoing review of recruitment practices, here are some areas being considered for potential enhancement.
Recruitment initiatives:
• Streamline Application Process: Simplify hiring procedures and reduce processing times for candidates.
• Recruitment sources and outreach effort (e.g. job boards, career fairs, community outreach programs.
• Expand social media recruitment campaigns.
Retention Strategies:
• Increase training and development programs.
• Employee engagement and satisfaction survey highlights. • Competitive Benefits package.
• Ongoing policy review and updates to provide employees with clarity regarding best practices.
Continuous evaluation and improvement of recruitment and retention practices are critical to maintaining a productive workforce and delivering high quality services to the residents.
Alternatives
None
Fiscal Impact:
None
Attachments
None
Item: 16.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Alex Qishta, Public Works Director
Date: April 20, 2026
Meeting Date: May 5, 2026
Subject: YV ARC Quarterly Project Update
Recommendation:
That the Town Council receive and file the YV ARC quarterly project update.
Prior Review:
There has been no prior review of this matter.
Discussion:
Town staff will provide the Town Council with a quarterly update report on the YV ARC project.
This quarterly report will serve as a project overview of the progress and developments in the Yucca Valley Aquatics and Recreation Center project. Issued every three months, it aims to keep the Town and its project stakeholders informed about the project’s status and upcoming milestones.
Alternatives
N/A
Fiscal Impact:
N/A
Attachments
1. Quarterly Update 7
QUARTERLY UPDATE
REPORT #7 MARCH 2026
Project Overview
The project aims to deliver a state-of-the-art facility designed with the community in mind. It will feature a large swimming pool, a water slide, a wet-play structure and gymnasium, offering something for everyone. The project is currently in its second phase, which began on September 18th after the successful completion of the 90-day contract administration phase.
Key Milestones Achieved
Construction activities continued to advance during this reporting period, with previously identified schedule impacts remaining consistent with prior updates and not further affecting overall progress. Progress was also made on the building envelope and associated site improvements. Exterior building envelope work included the erection of the solar canopy structures, installation of lath, completion of plaster scratch and brown coats at Sections ‘A’ and ‘B’, and the start of GFRC rail installation.
In parallel, site improvements advanced with continued progress on the construction of storm drainage systems.
Upcoming Activities
In the upcoming months, much of the construction will shift toward interior finishes, including completion of taping and finishing of gypsum board, installation of hard lid ceilings, and installation of trim for electrical, mechanical, fire alarm, fire sprinkler, and data systems. Painting will begin across all areas, along with ceramic tile installation and placement of the pool deck. Exterior activities will continue with the installation of site fencing, concrete paving, and irrigation rough-in.
Community Impact
With a commitment to excellence, the project team remains dedicated to keeping the Town and its stakeholders well-informed. Transparency is a top priority, ensuring the community remains engaged and informed throughout the project’s development.
Client:
Town of Yucca Valley
57090 Twentynine Palms Highway
Yucca Valley, CA 92284
Phone: (760) 369-7207
Architect:
HMC Architects
3546 Concours St.
Ontario, CA 91764
Phone: (909) 989-9979
Program Manager:
DAHLIN
505 Technology Dr. Suite 200
Irvine, CA 92618
Phone: (949) 250-4680
Construction Manager:
Safework Inc.
180 N. Riverview Dr. Suite 170
Anaheim, CA 92808
Phone: (818) 716-0384
Contractor:
RC Construction Services Inc
700 New York St.
Redlands, CA 92374
Phone: (909) 829-3688
The quarterly report offers an update on the Yucca Valley Aquatics Recreation project, highlighting progress, key milestones, and upcoming steps. It underscores the project’s advancement toward delivering this much-anticipated community resource.
B
A C
Over
Excavation
Start
6/17/2024
Mass
Excavation
Block Walls
SOG Pour
Start
PROJECT TIMELINE
Recompaction
SOG Pours at ‘A’ & ‘C’
Block Walls Complete
Steel Roof & Metal Deck at ‘A’, ‘B’, & ‘C’,
MEP Penetrations & Solar Canopy Footings
End:
9/21/2026
Exterior Framing & Sheathing
Complete
Solar Canopy Steel,
Exterior Plaster, Pool Tile
Natatorium West Wall First Coat of Paint
Natatorium Soffit and Pool Tile
Segment ‘B’ Plaster Scratch Coat
Solar Canopy Steel Erection
Segment ‘A’ Gyp Board and Mud
Building Weather Barrier
Progress Payment
• Payment #19 has been processed
• Percent Paid through December: 64%
Contract Amount
• Contract Amount: $39,553,000
• Progress Payments to Date: $22,643,890.80
• Contract Changes In Review: 8
• Approved Contract Changes: 46
• Approved Allowance Changes: 7
RFI’s (Requests for Information)
• Received: 561
• Accepted: 556
• In Review: 5
Submittals
• Received: 299
• Accepted: 286
• Rejected (to be revised): 5
• In Review: 8
Combined Phase 1 & 2 Duration
• Total Duration: 732 Calendar Days
• Remaining Duration: 168 Calendar Days
• Percent of Schedule Elapsed: 76%
Baseline Schedule ○ The baseline schedule, updated in January, continues to be closely monitored through
regular site progress reviews. Upcoming
work includes the pool deck pour, paddock
drain installation, and continued interior
finishes such as lighting, hard lid ceilings,
soffits, taping, and first coat of paint.
1. CONTRACT COST STATUS
3. RFI AND SUBMITTAL STATUS
2. CONSTRUCTION SCHEDULE
4. CONSTRUCTION PROGRESS
Items Completed and In-Progress
• Steel Erection for Solar Canopies
• Section ‘B’ Pool Tile Installation
• Section ‘A’ Gyp Board and Taping
• Exterior Plaster Scratch and Brown Coat
Next 60 Days
• Install Paddock Drain System
• Exterior Concrete Paving
• Pool Deck Pour
• Exterior Installation of GFRC panels
This month marked a key milestone in the project, highlighted by the completion of the solar canopy structural steel, plaster scratch coat at sections ‘A’ and ‘B’, and the installation of the site storm drainage system. With these elements in place, the project now shifts focus to interior finishes and the upcoming pool deck pour.
PROJECT STATUS
Over
Excavation
Start
6/17/2024
Mass
Excavation
Block Walls
SOG Pour
Start
PROJECT TIMELINE
Recompaction
SOG Pours at ‘A’ & ‘C’
Block Walls Complete
Steel Roof & Metal Deck at ‘A’, ‘B’, & ‘C’,
MEP Penetrations & Solar Canopy Footings
End:
9/21/2026
Exterior Framing & Sheathing
Complete
Solar Canopy Steel,
Exterior Plaster, Pool Tile
Item: 17.
Town of Yucca Valley
Town Council Staff Report
To: Town Council
From: Curtis Yakimow, Town Manager
Date: April 27, 2026
Meeting Date: May 5, 2026
Subject: Western Joshua Tree Legislative Update
Recommendation:
It is recommended that the Town Council receive and file an update on Western Joshua Tree Conservation Act legislation efforts underway in the current state legislative session, and provide input and/or direction as desired.
Prior Review:
The Town Council has previously received legislative updates and related policy considerations regarding the Western Joshua Tree.
Discussion:
The Western Joshua Tree Conservation Act (WJTCA) is a California Law that was enacted in July 2023. The WJTCA prohibits the importation, export, take, possession, purchase, or sale of any western Joshua tree in California unless authorized by CDFW.
The WJTCA authorizes CDFW to issue permits for the incidental take of one or more western Joshua trees if the permittee meets certain conditions. Permittees may pay specified fees in lieu of conducting mitigation activities. The act also authorizes CDFW to issue permits for the removal of dead western Joshua trees and the trimming of live western Joshua trees under certain circumstances.
Implementation and interpretation of the Act lies largely with CDFW. Since its enaction, local residents and property owners in Yucca Valley have faced numerous challenges in the permitting process for basic infrastructure or ancillary development needs. Challenges include navigation of the California Environmental Quality Act requirements, payment of significant permitting fees, and extended review times associated with basic permit requests for improvements within the built environment.
In 2025, Assemblyman Juan Carillo sponsored SB 1063 which included minor amendments to
the Act and would have provided property owners expanded take provisions for certain regulated activities such as the establishment of defensible space around existing structures for fire hardening purposes. The bill passed through the legislature and was subsequently vetoed by Governor Newsom.
Responding to the requests of constituents, local legislative efforts are underway in the current legislative session to consider minor amendments to the Act. Active bills include the following:
Senator Ochoa - Bogh
SB 1061 - Senate Bill 1061 clarifies the definition of “take” under the Western Joshua Tree Conservation Act (WJTCA) to create a more realistic management plan for this stationary plant species.
This bill narrows the definition so that the unintentional or accidental death of a Western Joshua tree is not considered a take. It also exempts the relocation of trees within or between commonly owned parcels from permitting requirements.
SB 1062 - Senate Bill 1062 clarifies that the California Department of Fish and Wildlife (CDFW) may grant project-specific take permit conditions to state and local public agencies for projects related to life-sustaining services. These conditions may include project-wide avoidance and minimization measures, reductions or waivers of in-lieu mitigation fees, and any other compliance flexibilities CDFW deems appropriate to facilitate timely and cost-effective construction.
This bill aligns statutory authority in the Western Joshua Tree Conservation Act (WJTCA) with the approach already reflected in the Western Joshua Tree Conservation Plan (WJTCP) developed by CDFW, ensuring consistency between statute and implementation.
SB1063 - Senate Bill 1063 ensures that essential, life-sustaining services for residential properties can be installed, maintained, and repaired without facing delays or costly permitting requirements by creating a carve-out for projects subject to the Western Joshua Tree Conservation Act (WJTCA).
Specifically, this bill creates an expedited permitting pathway for the taking of a Western Joshua tree, without required fees or mitigation measures, so long as the taking is related to infrastructure that provides electricity, gas, water, sewer, telecom service, or wildfire hardening to a single-family or multi-family residence.
Assemblymember Wallis
AB1663 - Exempts any project or activity within a parcel that contains, or will contain, a singlefamily residence from the Western Joshua Tree Conservation Act (WJTCA), under certain conditions. Specifically, this bill: 1)Exempts projects or activities within a parcel that contains, or will contain, a single-family residence from WJTCA, if the following criteria are met:
1) The parcel has been continuously owned by the same person on or before July 10, 2023; and
2) The parcel owner complies with applicable local ordinances regarding western Joshua
trees as those local ordinances read on July 10, 2023.
3) Clarifies that “continuously owned by the same person” shall include all subsequent owners that obtained the property by gift or inheritance and no consideration was provided for transfer of ownership of the parcel.
Assemblymember Juan Carillo
AB1808 - Authorizes the Department of Fish and Wildlife (CDFW) to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects and authorizes CDFW to permit, without payment of fees or other mitigation, the removal or trimming of a western Joshua tree by the owner of an existing single-family residence or by the developer of a public works project, under certain circumstances. Specifically, this bill:
1) Authorizes CDFW to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects. 2) Prohibits the taking of more than ten individual trees for commercial or industrial projects that are permitted through the delegated authority to cities. 3) Enables CDFW to authorize by permit, without payment of fees or other mitigation, both of the following:
a) The removal or trimming by a single-family homeowner of a western Joshua tree that is either of the following:
i) Within 30 feet of the single-family residence or within 15 feet of an existing accessory structure; or
ii) Within the construction footprint, or within 15 feet of the construction footprint, of a new accessory structure that is proposed to be constructed for the single-family residence. b) The removal or trimming by a developer of a public works project of a western Joshua tree that is within the construction footprint, or within 15 feet of the construction footprint, of the public works project.
4) Requires the property owner or public works project developer seeking a permit to submit a request to CDFW on a form to be provided by CDFW that requires the following information:
a) The name, telephone number, mailing address, and email address of the property owner or public works project developer seeking the permit; b) The street address or assessor’s parcel number of the single-family residence or public works project on which each western Joshua tree requested to be removed or trimmed is located;
c) A statement as to whether each western Joshua tree requested to be removed or trimmed meets the conditions described in #3, above;
d) The size class of each western Joshua tree requested to be removed or trimmed; e) The distance of each western Joshua tree requested to be removed or trimmed from the single-family residence, existing accessory structure, or construction footprint of a new accessory structure that is proposed to be constructed or of the public works project; and f) Photographs of each western Joshua tree requested to be removed or trimmed that depict its location relative to the single-family residence, existing accessory structure, or construction footprint of a new accessory structure that is proposed to be constructed or of the public works project.
5) Within 60 days of receipt of a request for a permit, requires CDFW to do either of the following:
a) Notify the property owner or public works project developer that CDFW will issue a permit for the removal or trimming of the western Joshua tree; or b) Deny the request and include a brief description explaining why a permit cannot be issued.
6) Exempts permits issued pursuant to #3a from the California Environmental Quality Act (CEQA).
Town staff and legisislative team will provide an update on the current status of each of these bills and identify anticipated next steps in the legislative process.
Finally, Town staff is aware of significant grassroots efforts in the local community seeking to support reasonable legislative relief through targeted modifications to the Act. These efforts, combined with the Town's ongoing engagement with local legislative representatives, will continue to work towards providing reasonable legislative relief for residents and property owners alike, while respecting the overarching landscape conservation goals of the Act.
Alternatives
None recommended.
Fiscal Impact:
There is no fiscal impact associated with receiving and filing this report.
Attachments
1. SB 1061 FACT SHEET
2. SB 1062 FACT SHEET
3. SB 1063 FACT SHEET
4. 202520260AB1663_Assembly Water, Parks And Wildlife
5. ab-1808-carrillo
6. WJTCA
Summary
Senate Bill 1061 clarifies the definition of “take”
under the Western Joshua Tree Conservation Act
(WJTCA) to create a more realistic management
plan for this stationary plant species.
This bill narrows the definition so that the
unintentional or accidental death of a Western
Joshua tree is not considered a take. It also
exempts the relocation of trees within or between
commonly owned parcels from permitting
requirements.
Background
The WJTCA protects the species by broadly
prohibiting the import, export, possession, sale, or
take of Western Joshua trees unless authorized by
the California Department of Fish & Wildlife
(CDFW).
Under the WJTCA, a permit is required for
activities that result in the taking of a tree, and
permit holders must mitigate impacts by carrying
out minimization or relocation actions prescribed
by CDFW, by paying fees, or both.
While the WJTCA has strengthened protections for
the species, its reliance on a definition designed for
animals has created confusion and unintended
consequences when applied to stationary plants.
Existing Law
Fish & Game Code Sec. 86 defines “take” to mean to
hunt, pursue, catch, capture or kill, or attempt to
take any of those actions. This definition is rooted
in wildlife management that assumes mobility and
active human pursuit. Applying it to a stationary
plant like the Western Joshua tree creates practical
and legal inconsistencies.
For example, plants cannot be “pursued,” “caught,”
or “captured.”. The existing definition also does not
distinguish between intentional actions and
accidental outcomes, leaving property owners
potentially liable for outcomes beyond their
control. As a result, the current framework can
overextend permitting requirements in situations
that do not meaningfully threaten the Western
Joshua tree species.
Solution
SB 1061 addresses these concerns by clarifying
that, for the purposes of the WJTCA, “take” does
not include the unintentional or accidental death of
a Western Joshua tree, ultimately aligning the law
with the biological reality of stationary plants and
ensuring that enforcement is focused on deliberate
actions rather than unforeseen outcomes.
This change protects property owners from
liability for accidental damage while preserving
CDFW’s ability to investigate and enforce against
intentional harm, as CDFW retains the authority to
assess evidence of intent and apply existing
penalties for violations or false claims.
In addition, SB 1061 establishes a targeted
exemption for the relocation of Western Joshua
trees within the same parcel or to a contiguous
parcel under the same ownership, recognizing that
such actions do not result in a net loss of trees and
therefore should not trigger permitting
requirements.
Together, these updates reduce unnecessary
regulatory burdens, provide clarity, and support
practical, conservation-minded land management
without weakening protections for the species.
For More Information
Bill text and status can be found at
http://leginfo.legislature.ca.gov/
Senate Bill 1061: Western Joshua Tree Conservation Act
Clarifying “Take” and Streamlining Compliance
Summary
Senate Bill 1062 clarifies that the California
Department of Fish and Wildlife (CDFW) may
grant project-specific take permit conditions to
state and local public agencies for projects
related to life-sustaining services. These
conditions may include project-wide avoidance
and minimization measures, reductions or
waivers of in-lieu mitigation fees, and any other
compliance flexibilities CDFW deems
appropriate to facilitate timely and cost-effective
construction.
This bill aligns statutory authority in the
Western Joshua Tree Conservation Act (WJTCA)
with the approach already reflected in the
Western Joshua Tree Conservation Plan (WJTCP)
developed by CDFW, ensuring consistency
between statute and implementation.
Background
The Western Joshua tree is a native plant species
found throughout California’s high desert and is
protected by the WJTCA, which prohibits the
taking of the species unless authorized by CDFW.
While these protections serve an important
conservation purpose, public agencies
responsible for operating, maintaining, or
constructing systems that provide life-sustaining
services – such as electricity, gas, water, sewer,
or telecoms – face unique challenges in
complying with the existing permitting and fee
structure.
For example, the service territory of a water
agency may encompass hundreds of Western
Joshua trees that must be removed, relocated, or
trimmed for the purpose of completing a districtwide septic-to-sewer conversion project. The payment of fees for each individual tree, broad
avoidance buffers, and difficult minimization
measures can create significant financial
burdens for the agency and can result in millions
of dollars in costs passed on to ratepayers.
Rather than imposing inflexible conditions that
penalize necessary infrastructure work, state law
should facilitate collaboration between agencies
and CDFW to develop workable, affordable
solutions that balance the conservation goals of
the WJTCA with critical infrastructure needs,
particularly in rural areas.
Existing Law
Current law allows limited delegation of
permitting authority to local governments for
certain project types but does not clearly
authorize project-specific permit conditions for
life-sustaining infrastructure projects. As a
result, CDFW lacks explicit statutory discretion
to establish narrowed project-wide avoidance
and minimization standards, reduce in-lieu
mitigation fees, or grant other concessions for
essential services needed to sustain human life.
Solution
SB 1062 clarifies state law to explicitly authorize
CDFW to issue permits with project-specific
conditions to public agencies for projects related
to life-sustaining services. By allowing CDFW to
streamline permitting and establish a single,
project-wide mitigation framework, this bill
lowers operational costs for agencies and helps
maintain reliable, affordable essential services
for customers.
For More Information
Bill text and status can be found at
http://leginfo.legislature.ca.gov/
Senate Bill 1062: Western Joshua Tree Conservation Act
Project-Specific Permit Conditions
Summary
Senate Bill 1063 ensures that essential, lifesustaining services for residential properties can be installed, maintained, and repaired without
facing delays or costly permitting requirements
by creating a carve-out for projects subject to the
Western Joshua Tree Conservation Act (WJTCA).
Specifically, this bill creates an expedited
permitting pathway for the taking of a Western
Joshua tree, without required fees or mitigation
measures, so long as the taking is related to
infrastructure that provides electricity, gas,
water, sewer, telecom service, or wildfire
hardening to a single-family or multi-family
residence.
Background
The Western Joshua tree is a native plant species
found throughout California’s high desert,
including in communities where residents rely
on wells, septic systems, overhead powerlines,
and other infrastructure to maintain safe and
habitable homes. In recent years, state law has
established new protections for the species,
requiring permits before certain activities can
occur near Western Joshua trees.
While these protections serve an important
conservation purpose, they have also created
unintended consequences for property owners
who live within the protected boundaries of the
WJTCA. Residents needing to install or maintain
critical infrastructure, such as connecting to the
electrical grid, repairing septic systems, or
replacing damaged utility lines, can face lengthy
permitting timelines, unmanageable fees, and
regulatory uncertainty.
In some cases, these obstacles can prevent or
significantly postpone access to life-sustaining
utilities, creating hardship for homeowners and
jeopardizing public health and safety.
Existing Law
Under current law, homeowners must obtain
permission from the California Department of
Fish and Wildlife (CDFW) if they intend to
perform any kind of activity that would require
the removal or trimming of a Western Joshua
tree, even if the tree is dead.
This process requires an applicant to submit
forms, wait for approval, and pay mitigation fees,
even for routine projects like connecting
electricity, repairing septic systems, or
maintaining water lines. In many cases,
homeowners may also be required to pay for and
coordinate the relocation and care of a living tree
for the remainder of its life.
This level of government involvement in basic
property maintenance has created costly delays,
added financial burdens, and limited
homeowners’ ability to maintain safe and
functional living conditions on their own land.
Solution
By allowing a permit to be issued without fee
collection or complex mitigation measures and
requiring CDFW to grant or deny a permit within
30 days, SB 1063 improves equity and access for
rural residents, and ensures they can obtain lifesustaining utility services without facing disproportionate financial burdens or indefinite
regulatory delays.
For More Information
Bill text and status can be found at
http://leginfo.legislature.ca.gov/
Senate Bill 1063: Western Joshua Tree Conservation Act
Expedited Take Permits for Residential Life-Sustaining Services
AB 1663
Date of Hearing: April 23, 2026
ASSEMBLY COMMITTEE ON WATER, PARKS, AND WILDLIFE
Diane Papan, Chair
AB 1663 (Wallis) – As Amended March 16, 2026
SUBJECT: Western Joshua Tree Conservation Act: single-family residence: exemption SUMMARY: Exempts any project or activity within a parcel that contains, or will contain, a single-family residence from the Western Joshua Tree Conservation Act (WJTCA), under certain conditions. Specifically, this bill:
1) Exempts projects or activities within a parcel that contains, or will contain, a single-family residence from WJTCA, if the following criteria are met:
a) The parcel has been continuously owned by the same person on or before July 10, 2023; and
b) The parcel owner complies with applicable local ordinances regarding western Joshua trees as those local ordinances read on July 10, 2023.
2) Clarifies that “continuously owned by the same person” shall include all subsequent owners that obtained the property by gift or inheritance and no consideration was provided for transfer of ownership of the parcel.
EXISTING LAW:
1) Specifies that the Department of Fish and Wildlife (CDFW) has jurisdiction over the conservation, protection, and management of fish, wildlife, native plants, and habitat necessary for biologically sustainable populations of those species [Fish and Game Code (FGC) § 1802].
2) Defines “take” as hunt, pursue, catch, capture, or kill, or attempt to hunt, pursue, catch, capture, or kill (FGC § 86).
3) Prohibits the taking of an endangered or threatened species, except in certain situations (FGC § 2070 et seq.).
4) Allows CDFW to authorize the taking of listed species pursuant to an incidental take permit if the taking is incidental to an otherwise lawful activity, the impacts are minimized and fully mitigated, and the issuance of the permit would not jeopardize the continued existence of the species (FGC § 2081 and § 2084).
5) Establishes the WJTCA that enacts the following (FGC § 1927 et seq.):
a) Prohibits any person or public agency from importing into the state, exporting out of the state, or taking, possessing, purchasing, or selling within the state, a western Joshua tree or any part or product of the tree, except as provided pursuant to existing law or by paying a specified fee;
AB 1663
b) Specifies that certain take authorizations apply during any period in which the western Joshua tree has been designated by the Fish and Game Commission (Commission) as a candidate for listing under the California Endangered Species Act (CESA), if the Commission lists the western Joshua tree as endangered or threatened pursuant to CESA, and upon the approval of a natural community conservation plan in which the western Joshua tree is a covered species;
c) Authorizes CDFW to issue a permit for the taking of a western Joshua tree if specified conditions are met, including, that the permittee avoids, minimizes, and mitigates all impacts to, and taking of, the western Joshua tree. Specifies that minimization includes trimming, encroachment of root systems, relocation, and other actions that result in detrimental impacts to the tree;
d) Authorizes CDFW to enter into an agreement with any county or city to delegate to the county or city the ability to authorize the taking of a western Joshua tree associated with developing single-family residences, accessory structures, and public works projects, as defined, concurrent with the city’s or county’s approval of the project; e) Authorizes CDFW or its designee to issue a permit to authorize the removal or trimming of a dead western Joshua tree or the trimming of a live western Joshua tree, upon receipt of permit and payment of applicable administrative fees; f) Authorizes CDFW or its designee to issue a permit, without payment of fees or other mitigation if a dead tree or limbs of a dead or live tree:
i) Have fallen over and are within 30 feet of a structure; ii) Are leaning against an existing structure; or
iii) Create an imminent threat to public health or safety; g) Authorizes a permittee, in lieu of completing the mitigation measures on its own, to elect to satisfy the mitigation obligation by paying a fee pursuant to a specified fee schedule; h) Requires CDFW to annually adjust the fees for inflation, and to review the fees by December 31, 2026, and every four years thereafter, to ensure the conservation of the western Joshua tree;
i) Requires all fees remitted to CDFW to be deposited into the Western Joshua Tree Conservation Fund (Conservation Fund), as provided, and requires the moneys in the Conservation Fund, upon appropriation by the Legislature, to be used solely for the purposes of acquiring, conserving, and managing western Joshua tree conservation lands and completing other activities to conserve the western Joshua tree; j) Requires CDFW to develop and implement a western Joshua tree conservation plan in collaboration with governmental agencies, California Native American tribes, and the public. Specifies that CDFW shall present the final conservation plan at a public meeting of the Commission, for its review and approval, by December 31, 2024, and requires the Commission to take final action on the plan by June 30, 2025;
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k) Requires CDFW to submit an annual report to the Commission and the Legislature addressing the conservation status of the western Joshua tree, as provided; and l) Requires the Commission, beginning in 2026, and at least every four years thereafter, to, at a public meeting, review the status of the western Joshua tree and the effectiveness of the conservation plan, as specified.
FISCAL EFFECT: Unknown. This bill is keyed fiscal.
COMMENTS:
1) Purpose of this bill. “Residents who once took pride in the Joshua trees on their land are beginning to see them differently. Not as part of the beauty of the desert, but as a source of cost and uncertainty. A tree that was a point of pride now feels like a liability. That is not what [the WJTCA] was meant to do.
[This bill] exempts homeowners who owned their property before the law took effect on July 10, 2023, and who continue to comply with local ordinances. It is a targeted fix for people who made their investment in good faith, under a different set of rules. These residents have always been the stewards of this landscape. This bill treats them that way.” 2) Background. The western Joshua tree, Yucca brevifolia, is a member of the Agave family.
The Joshua tree is a monocot in the subgroup of flowering plants that also includes grasses and orchids. Many birds, mammals, reptiles, and insects depend on the Joshua tree for food and shelter.
The tree’s life cycle begins with the rare germination of a seed—its survival dependent upon well-timed rains. Young sprouts may grow quickly in the first five years, then slow down considerably thereafter. The tallest Joshua trees can be more than forty feet (12.2 meters) high. Determining the age of a Joshua tree is difficult, and rough estimates are often based on height—Joshua trees grow at rates of one-half inch to three inches per year. Some researchers think an average lifespan for a Joshua tree is about 150 years, but some of the largest trees may be older than that. Research suggests that the tree may require approximately 50–70 years to reach reproductive maturity. The federal government owns 63% of the western Joshua tree range, the state 2%, and private, local, and non-governmental entities own the remaining 35%. San Bernardino County has 13% of the range, Kern County 8% of the range, and Los Angeles County has 8% of the range.
Western Joshua trees are widely distributed in the Mojave Desert region of California.
According to CDFW’s Status Review of the species, estimates indicate that the abundance of the western Joshua tree is currently relatively high, but there is high uncertainty in estimates of population size due to both the uncertainty of density estimates, and uncertainty regarding how much area is occupied by the species. The eastern Joshua tree is also present in California, but is not considered in this bill or this analysis.
Threats to western Joshua trees. Populations of western Joshua trees within California have declined following European settlement of the Mojave Desert region, primarily due to habitat loss and degradation related to agricultural conversion and development. CDFW estimates that approximately 30% of the habitat occupied by western Joshua trees in California may have been modified between European settlement and the present. Habitat loss, wildfires,
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aridification, and other climate change effects are major threats to the western Joshua tree.
For example, in 2020, the Dome Fire incinerated 1.3 million Joshua trees in a part of the Mojave National Preserve called the Cima Dome. While potentially less immediate than other threats, climate change could represent an existential threat to the western Joshua tree.
CDFW expects that some of the effects of climate change (e.g., increased temperatures and decreased total water availability locally) will likely contribute to a decline in populations of western Joshua trees within California through the end of the 21st century. CDFW estimates that 7.2% of the western Joshua tree range has been converted.
Proposed CESA listing. In response to this threat, the western Joshua tree was proposed for listing as threatened under CESA at the Commission in late 2019. The Commission accepted the western Joshua tree as a candidate species in 2020 and has not made a final decision on the listing yet. While a candidate for listing, the western Joshua tree has similar protections to those of a listed species. This includes take prohibitions and take authorization through permits obtained from CDFW. Since becoming a candidate, take permits were issued under FGC § 2081 and § 2084.
The Western Joshua Tree Conservation Act. To provide protections to western Joshua trees and hopefully prevent an official listing while enabling development, WJTCA was enacted in 2023 (see Related Legislation and Existing Law). WJTCA prohibits the importation, export, take, possession, purchase, or sale of any western Joshua tree in California unless authorized by CDFW. WJTCA authorizes CDFW to issue permits for the incidental take of one or more western Joshua trees if the permittee meets certain conditions. Permittees may pay specified fees in lieu of conducting mitigation activities. WJTCA also authorizes CDFW to issue permits for the removal of dead western Joshua trees and the trimming of live western Joshua trees under certain circumstances.
Pursuant to the WJTCA, CDFW may enter into an agreement with any county or city to delegate limited authority to permit the take of a western Joshua tree associated with developing single-family residences, multifamily residences, accessory structures, and public works projects (Delegation Agreements). Delegation Agreements for this purpose limit the number of trees that may be taken depending on the type of project. CDFW may similarly enter into Delegation Agreements with any county or city to permit the removal of dead western Joshua trees and the trimming of live western Joshua trees. Delegation Agreements became available as of February 28, 2024. To date, no Delegation Agreements have been approved.
Under WJTCA, all in-lieu fees collected will be deposited into the Conservation Fund for appropriation to CDFW solely for the purposes of acquiring, conserving, and managing western Joshua tree conservation lands and completing other activities to conserve the western Joshua tree. Additionally, WJTCA requires CDFW to develop and implement a western Joshua tree conservation plan in collaboration with governmental agencies, California Native American tribes, and the public. CDFW must also develop annual reports assessing the conservation status of the western Joshua tree and submit them to the Commission and the State Legislature no later than January 1 of each year, starting in 2025.
The Commission is expected to postpone final consideration of the petition to list the western Joshua tree until CDFW submits an updated status review to the Commission by no later than January 1, 2033.
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WJTCA Conservation Plan. The Conservation Plan establishes conservation management actions necessary to conserve the western Joshua tree and objective, measurable criteria to assess the effectiveness of such actions. These include:
• Avoidance and minimization of impact— retain healthy trees, implement avoidance buffers, tree relocation, collect and store seeds, and minimize impacts from fire. • Land conservation and management— identify, protect, and manage priority conservation lands, restore and enhance habitat, and develop and implement a seed conservation strategy.
• Tribal co-management— establish co-management principles. • Research to inform long-term conservation— assess genetic variation, study yucca moth, and study salvage and relocation methods.
• Education and awareness.
WJTCA by the numbers. CDFW also implemented two permitting systems: as of March 2026, 106 WJTCA ITPs and 742 hazardous management permits have been issued. Through 2023–2025, 23,854 trees have been authorized for lethal removal. Each permit type takes on average the following number of trees: single-family residence (41), multi-family residence (133), accessory structures (7), public works projects (246), commercial projects (176), and industrial projects (306). As of March 2026, $14.4 million has been collected from permits, with 283 acres being conserved but with more acquisitions planned for this year now that CDFW has contracted with consultants to pursue new conservation opportunities.
Recent WJTCA implementation updates. The WJTCA included various triggers to evaluate the effectiveness of the act [see Existing Law #5 (h) and (l)]. Beginning in 2026, and at least every two years thereafter, the Commission shall review the status of the western Joshua tree and the effectiveness of the Conservation Plan in conserving the species. Concurrent with each review, CDFW will make recommendations to the Commission, as necessary, for amendments to the Conservation Plan to ensure the conservation of the western Joshua tree.
CDFW has recently concluded public comments on the Conservation Plan and expects to present recommendations to the Commission at the August meeting.
By December 31, 2026, and every three years afterward, CDFW is required to adjust fees as necessary to ensure the conservation of the western Joshua tree using “total cost accounting when determining the adequacy of the fees for ensuring conservation of the species, including ensuring sufficient funds for land acquisition or conservation easement costs, monitoring costs, restoration costs, transaction costs, and the amount of endowments for land management or easement stewardship costs.” Initial review by CDFW indicates that fees are currently insufficient to satisfy the standards of the WJTCA and will be evaluating alternative fee schedules. Notably, in public meetings, CDFW staff have indicated that they intend to seriously explore reducing the fee burden on small impact projects, such as those for single-family residences, which are a small portion of fee revenues. CDFW is currently drafting an initial statement of reasons for the regulation change, which is expected to be released this May and will be followed by a public comment period and public meeting in the summer.
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3) Proposed committee amendments. To further elucidate the author’s intent in providing relief for owner occupied residents, the author may wish to take the following amendments:
Strike the contents of bill
Amend FGC § 1927.4 as follows:
(a) The department may issue a permit to authorize either the removal or trimming of dead western Joshua trees or the trimming of live western Joshua trees. a western Joshua tree. (1) Upon receipt of a permit and payment of any applicable administrative fees, a property owner or its agent may remove a detached dead western Joshua tree or the detached limb of a western Joshua tree. All other removals and all trimming of western Joshua trees authorized by permits issued pursuant to this subdivision shall be completed by a desert native plant specialist.
(2) The department may issue permits pursuant to this section, without payment of fees or other mitigation, provided that the dead western Joshua trees or any limbs to be removed meet one of the following: either of the following apply:
(A) A dead western Joshua tree or any limb to be removed meets one of the following conditions:
(A)(i) HaveHas fallen over and are within 30 feet of a structure. (B)(ii) AreIs leaning against an existing structure.
(C)(iii) CreateCreates an imminent threat to public health or safety. (B) A western Joshua tree meets all of the following criteria:
(i) The western Joshua tree is located on a parcel that contains an existing singlefamily residence that is occupied by a person who maintains a homeowner’s property tax exemption on the residence pursuant to Section 218 of the Revenue and Taxation Code.
(ii) The removal or trimming of the western Joshua tree is necessary to maintain, repair, or replace existing infrastructure or utilities serving the residence or to comply with department approved fire, health, or safety requirements, including defensible space requirements.
(C) No more than 10 individual western Joshua trees or any limbs may be removed for each permit issued pursuant to subparagraph (B).
(3) A property owner seeking a permit pursuant to this subdivision shall submit a permit request to the department on a form to be provided by the department that requires the following information:
(A) The name, telephone number, mailing address, and email address of the property owner seeking the permit.
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(B) The street address of the property on which the western Joshua trees tree to be removed or trimmed are is located. If no street address is available, the property owner shall include the assessor’s parcel number.
(C) For a request for a permit pursuant to subparagraph (A) of paragraph (2), both of the following are required:
(C)(i) Photographs of the western Joshua trees that visually depict the dead trees or the trees to be trimmed and that demonstrate that the western Joshua tree meets one or more of the requirements of paragraph (2). subparagraph (A) of paragraph (2). (D)(ii) A signed attestation from the property owner or signed certification by a desert native plant specialist that the tree meets the definition of a dead western Joshua tree. (D) For a request for a permit pursuant to subparagraph (B) of paragraph (2), each of the following is required:
(i) Proof of the maintenance of a property tax exemption required by clause (i) of subparagraph (B) of paragraph (2).
(ii) A description of how the removal of a tree is necessary pursuant to clause (ii) of subparagraph (B) of paragraph (2).
(iii) Photographs of the western Joshua trees that visually depict the western Joshua trees to be removed or trimmed.
(4) (A) Within 30 days of receipt of a request for a permit pursuant to subparagraph (A) or (B) of paragraph (2), clause (i) or (ii) of subparagraph (A) of paragraph (2), the department shall either issue a permit allowing for the removal or trimming, or deny the request if the request does not demonstrate a permit can be issued pursuant to this section. (B) Within 10 days of receipt of a request for a permit pursuant to subparagraph (C) of paragraph (2), clause (iii) of subparagraph (A) of paragraph (2), the department shall either issue a permit allowing for the removal or trimming, or deny the request if the request does not demonstrate a permit can be issued pursuant to this section. (C) If the department issues a permit, it shall provide the property owner 60 days in which to complete the removal or trimming. The department may extend this 60-day period in writing at its discretion.
(D) If the department denies the permit request, the property owner may resubmit the request with additional information and photographs. Resubmissions pursuant to this subdivision shall be processed as new permit requests.
(5) Within 30 days of completing the removal or trimming of one or more western Joshua trees in accordance with a permit issued pursuant to this section, the property owner shall submit, by mail or email, photographs of the site at which the western Joshua trees were each western Joshua tree was removed or trimmed pursuant to the permit. (b) The department may enter into an agreement with any county or city to delegate to the county or city the ability to authorize the removal or trimming of dead western Joshua trees or
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the trimming of live western Joshua trees, a western Joshua tree provided that the county or city ensures that all permits issued satisfy the requirements of subdivision (a). The county or city shall be required to submit to the department quarterly reports documenting the number of permits issued, the number and size class of western Joshua trees authorized to be removed or trimmed, and any other information specified in the agreement with the department. A county or city entering into an agreement pursuant to this subdivision may impose a reasonable fee to cover the administrative costs of issuing the permit.
(c) (1) The department retains express authority to suspend or revoke an agreement with any county or city to delegate to the county or city the ability to authorize the removal or trimming of dead western Joshua trees or the trimming of live western Joshua trees a western Joshua tree in the event the department determines the county or city has violated the terms of the agreement or this chapter, the county or city fails to implement or enforce the terms of the agreement or this chapter, or the local population of western Joshua trees within, or in the vicinity of, that county or city needs further protection. A county or city that has entered into an agreement with the department shall conduct an annual assessment of the status of the local population of western Joshua trees within the county or city and submit the assessment to the department. The department shall determine if the population needs further protection to provide for the conservation of the species.
(2) The department shall adopt standardized survey and assessment methods for the annual assessment required pursuant to paragraph (1), including requiring that a desert native plant specialist conduct the assessment. Chapter 3.5 (commencing with Section 11340) of Part 1 of Division 3 of Title 2 of the Government Code shall not apply to the development, adoption, or amendment of standardized survey and assessment methods pursuant to this paragraph. 4) Arguments in support. Supporters write that homeowners and property owners are struggling under WJTCA and that the permits are unaffordable. They write that “[This bill] is the first step in addressing an urgent emergency in high desert communities where homeowners and property owners are facing unexpectedly high CDFW permitting fees and are unable to use or maintain their home or property due to draconian CDFW permitting requirements.”
5) Related legislation. AB 1808 (Carrillo) of the current legislative session, authorizes CDFW to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects. Authorizes CDFW to permit, without payment of fees or other mitigation, the removal or trimming of a western Joshua tree by the owner of an existing single-family residence or by the developer of a public works project, under certain circumstances. Exempts from California Environmental Quality Act permits for single-family residents. AB 1808 is pending in the Assembly Appropriations Committee.
SB 1061 (Ochoa Bogh) of the current legislative session would define “take” in the WJTCA to not include unintentionally or accidentally causing the death of a western Joshua tree.
Further, would exempt from the WJTCA any western Joshua tree relocation within the same parcel or relocation to a contiguous parcel that is owned by the same person. SB 1061 is set for hearing in the Senate Natural Resources and Water Committee.
SB 1062 (Ochoa Bogh) of the current legislative session would grant CDFW authority to establish a project-specific conditions under the WJTCA for a project related to lifesustaining services, as defined, which may include project-wide standards for avoidance,
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minimization, or mitigation measures; a reduction or waiver of in-lieu mitigation fees, or other compliance flexibility that CDFW deems appropriate. SB 1062 is set for hearing in the Senate Natural Resources and Water Committee.
SB 1063 (Ochoa Bogh) of the current legislative session would grant CDFW authority to issue WJTCA permits, without payment of fees or other mitigation, for the take of western Joshua trees for the maintenance, operation, or construction of a life-sustaining service, as defined, connection to a single-family or multifamily residence, including distribution infrastructure, as defined. SB 1063 is set for hearing in the Senate Natural Resources and Water Committee.
AB 1089 (Carrillo) of 2025 would have authorized CDFW to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects. Would have included a mechanism to permit the removal or trimming of a western Joshua tree within 100 feet of an existing single-family home and associated structures. AB 1089 was vetoed by the Governor:
“While I recognize the desire to expand this delegated authority to include the taking of these trees where commercial and industrial projects are sited, this bill goes too far in authorizing the blanket removal of these trees near single-family homes that will ultimately undermine Western Joshua Tree protections and conservation requirements under the Act. Furthermore, this bill would increase the complexity and time required to manage the permitting process as modified by this measure.
For these reasons, I cannot sign this bill.”
AB 2443 (Carrillo) of 2024 was substantially similar to AB 1089, but was amended into a bill about transaction and use tax (Chapter 961, Statutes of 2024).
SB 122 (Committee on Budget and Fiscal Review), Chapter 51, Statutes of 2023 enacted the WJTCA.
AB 1008 (Bauer-Kahan) of 2023 was the policy bill that established the WJTCA and enabled negotiation. AB 1008 was amended to address an issue related to consumer privacy.
AB 1183 (Ramos), Chapter 380, Statutes of 2021, establishes the California Desert Conservation Program at the Wildlife Conservation Board to acquire, preserve, restore, and enhance desert habitat within the California deserts region.
SR 116 (Allen, Hertzberg, Hill, Leyva, and Stern) of 2018 declares the California Desert an ecological treasure, and proclaims that we should secure for the American people of this and future generations an enduring heritage of biodiversity, wilderness, national parks, and public land values in the California Desert.
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REGISTERED SUPPORT / OPPOSITION:
Support
Joshua Tree Gateway Association of Realtors
Morongo Basin Residents for Reasonable Joshua Tree Regulations San Bernardino County, Third District
Opposition
None on file
Analysis Prepared by: Stephanie Mitchell / W., P., & W. / (916) 319-2096
AB 1808
Date of Hearing: April 14, 2026
ASSEMBLY COMMITTEE ON WATER, PARKS, AND WILDLIFE
Diane Papan, Chair
AB 1808 (Carrillo) – As Amended March 19, 2026
SUBJECT: Western Joshua Tree Conservation Act: industrial projects and commercial projects: single-family residences: public works projects SUMMARY: Authorizes the Department of Fish and Wildlife (CDFW) to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects and authorizes CDFW to permit, without payment of fees or other mitigation, the removal or trimming of a western Joshua tree by the owner of an existing single-family residence or by the developer of a public works project, under certain circumstances. Specifically, this bill:
1) Authorizes CDFW to enter into an agreement with any city to delegate to the city the taking of a western Joshua tree associated with commercial and industrial projects. 2) Prohibits the taking of more than ten individual trees for commercial or industrial projects that are permitted through the delegated authority to cities. 3) Enables CDFW to authorize by permit, without payment of fees or other mitigation, both of the following:
a) The removal or trimming by a single-family homeowner of a western Joshua tree that is either of the following:
i) Within 30 feet of the single-family residence or within 15 feet of an existing accessory structure; or
ii) Within the construction footprint, or within 15 feet of the construction footprint, of a new accessory structure that is proposed to be constructed for the single-family residence.
b) The removal or trimming by a developer of a public works project of a western Joshua tree that is within the construction footprint, or within 15 feet of the construction footprint, of the public works project.
4) Requires the property owner or public works project developer seeking a permit to submit a request to CDFW on a form to be provided by CDFW that requires the following information:
a) The name, telephone number, mailing address, and email address of the property owner or public works project developer seeking the permit;
b) The street address or assessor’s parcel number of the single-family residence or public works project on which each western Joshua tree requested to be removed or trimmed is located;
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c) A statement as to whether each western Joshua tree requested to be removed or trimmed meets the conditions described in #3, above;
d) The size class of each western Joshua tree requested to be removed or trimmed; e) The distance of each western Joshua tree requested to be removed or trimmed from the single-family residence, existing accessory structure, or construction footprint of a new accessory structure that is proposed to be constructed or of the public works project; and f) Photographs of each western Joshua tree requested to be removed or trimmed that depict its location relative to the single-family residence, existing accessory structure, or construction footprint of a new accessory structure that is proposed to be constructed or of the public works project.
5) Within 60 days of receipt of a request for a permit, requires CDFW to do either of the following:
a) Notify the property owner or public works project developer that CDFW will issue a permit for the removal or trimming of the western Joshua tree; or b) Deny the request and include a brief description explaining why a permit cannot be issued.
6) Exempts permits issued pursuant to #3a from the California Environmental Quality Act (CEQA).
EXISTING LAW:
1) Specifies that CDFW has jurisdiction over the conservation, protection, and management of fish, wildlife, native plants, and habitat necessary for biologically sustainable populations of those species [Fish and Game Code (FGC) § 1802].
2) Defines “take” as hunt, pursue, catch, capture, or kill, or attempt to hunt, pursue, catch, capture, or kill (FGC § 86).
3) Prohibits the taking of an endangered or threatened species, except in certain situations (FGC § 2070 et seq.).
4) Allows CDFW to authorize the taking of listed species pursuant to an incidental take permit (ITP) if the taking is incidental to an otherwise lawful activity, the impacts are minimized and fully mitigated, and the issuance of the permit would not jeopardize the continued existence of the species (FGC § 2081 and § 2084).
5) Establishes the Western Joshua Tree Conservation Act (WJTCA) that enacts the following (FGC § 1927 et seq.):
a) Prohibits any person or public agency from importing into the state, exporting out of the state, or taking, possessing, purchasing, or selling within the state, a western Joshua tree
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or any part or product of the tree, except as provided pursuant to existing law or by paying a specified fee;
b) Specifies that certain take authorizations apply during any period in which the western Joshua tree has been designated by the Fish and Game Commission (Commission) as a candidate for listing under the California Endangered Species Act (CESA), if the Commission lists the western Joshua tree as endangered or threatened pursuant to the CESA, and upon the approval of a natural community conservation plan in which the western Joshua tree is a covered species;
c) Authorizes CDFW to issue a permit for the taking of a western Joshua tree if specified conditions are met, including that the permittee avoids, minimizes, and mitigates all impacts to, and taking of, the western Joshua tree. Specifies that minimization includes trimming, encroachment of root systems, relocation, and other actions that result in detrimental impacts to the tree;
d) Authorizes CDFW to enter into an agreement with any county or city to delegate to the county or city the ability to authorize the taking of a western Joshua tree associated with developing single-family residences, accessory structures, and public works projects, as defined, concurrent with the city’s or county’s approval of the project; e) Authorizes CDFW or its designee to issue a permit to authorize the removal or trimming of a dead western Joshua tree or the trimming of a live western Joshua tree, upon receipt of permit and payment of applicable administrative fees; f) Authorizes CDFW or its designee to issue a permit, without payment of fees or other mitigation of a dead tree or limbs of a dead or live tree i) Have fallen over and are within 30 feet of a structure; ii) Are leaning against an existing structure; or
iii) Create an imminent threat to public health or safety; g) Authorizes a permittee, in lieu of completing the mitigation measures on its own, to elect to satisfy the mitigation obligation by paying a fee pursuant to a specified fee schedule; h) Requires CDFW to annually adjust the fees for inflation, and to review the fees by December 31, 2026, and every four years thereafter, to ensure the conservation of the western Joshua tree;
i) Requires all fees remitted to CDFW to be deposited into the Western Joshua Tree Conservation Fund (Conservation Fund), as provided, and requires the moneys in the Conservation Fund, upon appropriation by the Legislature, to be used solely for the purposes of acquiring, conserving, and managing western Joshua tree conservation lands and completing other activities to conserve the western Joshua tree. j) Requires CDFW to develop and implement a western Joshua tree conservation plan in collaboration with governmental agencies, California Native American tribes, and the
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public. Specifies that CDFW shall present the final conservation plan at a public meeting of the Commission, for its review and approval, by December 31, 2024, and requires the Commission to take final action on the plan by June 30, 2025; k) Requires CDFW to submit an annual report to the Commission and the Legislature addressing the conservation status of the western Joshua tree, as provided; and l) Requires the Commission, beginning in 2026, and at least every four years thereafter, to, at a public meeting, review the status of the western Joshua tree and the effectiveness of the conservation plan, as specified.
FISCAL EFFECT: Unknown. This bill is keyed fiscal.
COMMENTS:
1) Purpose of this bill. The author notes that the western Joshua tree is an iconic symbol of the High Desert region and supports the preservation of the species, but notes that the WJTCA has put a burden on single-family homeowners and public works. According to the author, “Single-family homeowners who love the western Joshua tree struggle as they are expected to spend tens of thousands of dollars on fees to upgrade from a septic tank or build a shed.
Local governments that represent historically disenfranchised areas are expected to spend millions of additional dollars on upgrading infrastructure, some of which haven’t been upgraded since the 19th century. All the while these same governments are unable to permit vital economic development projects, as their constituency grows rapidly due to lack of space and affordability in the LA Metropolitan area. We must strike a balance between conservation and the needs of an increase in population.” 2) Background. The western Joshua tree, Yucca brevifolia, is a member of the Agave family.
The Joshua tree is a monocot in the subgroup of flowering plants that also includes grasses and orchids. Many birds, mammals, reptiles, and insects depend on the Joshua tree for food and shelter.
The tree’s life cycle begins with the rare germination of a seed—its survival dependent upon well-timed rains. Young sprouts may grow quickly in the first five years, then slow down considerably thereafter. The tallest Joshua trees can be more than forty feet (12.2 meters) high. Determining the age of a Joshua tree is difficult, and rough estimates are often based on height—Joshua trees grow at rates of one-half inch to three inches per year. Some researchers think an average lifespan for a Joshua tree is about 150 years, but some of the largest trees may be older than that. Research suggests that the tree may require approximately 50–70 years to reach reproductive maturity. The federal government owns 63% of the western Joshua tree range, the state 2%, and private, local, and non-governmental entities own the remaining 35%. San Bernardino County has 13% of the range, Kern County 8% of the range, and Los Angeles County has 8% of the range.
Western Joshua trees are widely distributed in the Mojave Desert region of California.
According to CDFW’s Status Review of the species, estimates indicate that the abundance of the western Joshua tree is currently relatively high, but there is high uncertainty in estimates of population size due to both the uncertainty of density estimates, and uncertainty regarding