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AGENDA
TEMECULA CITY COUNCIL
A REGULAR MEETING
CITY COUNCIL CHAMBERS
43200 BUSINESS PARK DRIVE
JULY 14, 2009 - 7:00 PM
At approximately 9:45 P.M., the City Council will determine which of the remaining agenda items
can be considered and acted upon prior to 10:00 P.M. and may continue all other items on which
additional time is required until a future meeting. All meetings are scheduled to end at 10:00 P.M.
6:00 P.M. - Closed Session of the City Council pursuant to Government Code
Sections:
1) Conference with City Attorney to Government Code Section 54956.9(b)
with respect to one matter of potential litigation. With respect to such
matter, the City Attorney has determined that a point has been reached
where there is a significant exposure to litigation involving the City and
City related entities based on existing facts and circumstances. With
respect to such matter, the City Council will also meet pursuant to
Government Code Section 54956.9(c) to decide whether to initiate
litigation.
2) Public Employee Performance Evaluation for the incumbent position of
City Manager pursuant to Government Code Section 54957. Conference
with designated representatives, Mayor and City Attorney, concerning
possible negotiation of adjustments of salary and benefits for the
unrepresented position of City Manager pursuant to Government Code
Section 54957.6, provided that final action on such matters, if any is
proposed, would only take place as an agenda item in open session of the
Council.
Public Information concerning existing litigation between the City and various
parties may be acquired by reviewing the public documents held by the City
Clerk.
Next in Order:
Ordinance: 09-05
Resolution: 09-65
1
CALL TO ORDER: Mayor Maryann Edwards
Prelude Music: Susan Miyamoto
Invocation: Reverend Jonathan Maxey of Grace Chapel of Temecula Valley
Flag Salute: Council Member Roberts
ROLL CALL: Comerchero, Naggar, Roberts, Washington, Edwards
Parks and Recreation Month Proclamation
Business/Industry Recognition Program - Manufacturers
PUBLIC COMMENTS
A total of 30 minutes is provided so members of the public may address the Council on
items that appear within the Consent Calendar or ones that are not listed on the agenda.
Speakers are limited to two (2) minutes each. If you desire to speak to the Council on
an item which is listed on the Consent Calendar or a matter not listed on the agenda, a
pink "Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all Public Hearing or Council Business matters on the agenda, a "Request to Speak"
form must be filed with the City Clerk prior to the Council addressing that item. There is
a five minute (5) time limit for individual speakers.
CITY COUNCIL REPORTS
Reports by the members of the City Council on matters not on the agenda will be made at
this time. A total, not to exceed, ten (10) minutes will be devoted to these reports.
CONSENT CALENDAR
NOTICE TO THE PUBLIC
All matters listed under Consent Calendar are considered to be routine and all will be
enacted by one roll call vote. There will be no discussion of these items unless Members
of the City Council request specific items be removed from the Consent Calendar for
separate action.
Standard Ordinance and Resolution Adoption Procedure
RECOMMENDATION:
1.1 Motion to waive the reading of the text of all ordinances and resolutions included in
the agenda.
Action Minutes
RECOMMENDATION:
2.1 Approve the action minutes of June 23, 2009.
List of Demands
RECOMMENDATION:
3.1 Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A
City Treasurer's Report as of May 31, 2009
RECOMMENDATION:
4.1 Approve and file the City Treasurer's Report as of May 31, 2009.
Fifth Amendment to Agreement for Law Enforcement Services
RECOMMENDATION:
5.1 Approve the Fifth Amendment to the Agreement for Law Enforcement Services
between the County of Riverside and the City of Temecula to include converting one
Patrol Officer to a Mall Officer, converting one Patrol Officer to a School Resource
Officer, and removing two Special Enforcement Team positions which have
remained unfunded for the past year.
Annual Purchase Agreement for FY 2009-2010 for the Purchase of Asphalt Products
RECOMMENDATION:
6.1 Approve the purchase agreement for FY 2009-2010 with CalMat (dba Vulcan
Materials Company) in the amount of $100,000 and authorize the Mayor to execute
the agreement.
Annual Purchase Agreement for Citywide Street Name Signs, for FY 2009-2010
RECOMMENDATION:
7.1 Approve an annual agreement with Main Street Signs in the amount of $75,000 for
FY 2009-2010 and authorize the Mayor to execute the agreement.
8 Settlement Agreement between the City of Temecula and Parker Family Enterprises, LLC
RECOMMENDATION:
8.1 Approve the Settlement Agreement between the City of Temecula and Parker
Family Enterprises, LLC concerning the real property designated as Assessor's
Parcel Number (APN) 922-045-011;
8.2 Approve in substantially the same format as attached, a Quitclaim Deed transferring
the City's interest in APN 922-045-011 to Parker Family Enterprises, LLC;
8.3 Approve a Temporary Construction Easement in substantially the same format as
attached, allowing the City to encroach upon APN 922-045-011 until the
construction of the Main Street Bridge is completed.
9 Acceptance of certain Public Streets into the City-Maintained System within Tract Map No.
23064 (located northeasterly of the intersection of Deer Hollow Way and Peppercorn Drive)
RECOMMENDATION:
9.1 Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ACCEPTING CERTAIN PUBLIC STREETS INTO THE CITY-MAINTAINED
SYSTEM (WITHIN TRACT NO. 23064)
10 Award a Construction Contract for Street Stripina Proaram for FY 2009-2010. Project No.
PW09-04
RECOMMENDATION:
10.1 Award a Construction Contract for the Street Striping Program for FY 2009-2010,
Project No. PW 09-04, to Pacific Striping, Inc. in the amount of $111,925;
10.2 Authorize the City Manger to approve change orders not to exceed the contingency
amount of $11,192.50, which is equal to 10% of the contract amount.
11 Budget Transfer and Change Order No. 12 to the Pechanga Parkway Street Improvements
Project, Project No. PW99-11, to Construct the Dual Right Turn Lanes from Temecula
Parkway to Pechanaa Parkway
RECOMMENDATION:
11.1 Approve a budget transfer of $80,000 of Development Impact Fee - Streets, from
the Murrieta Creek Bridge and Overland Drive Extension to Diaz Road Project,
Project No. PW00-26, to the Dual Right Turn Lanes from Temecula Parkway to
Pechanga Parkway Project, Project No. PW06-11;
11.2 Approve Change Order No. 12 for $293,500 to construct the Dual Right Turn Lanes
from Temecula Parkway to Pechanga Parkway (CIP Project No. PW06-11) as part
of the Pechanga Parkway Street Improvements Project, Project No. PW99-11, and
authorize the City Manager to execute the change order;
11.3 Approve a contingency to Change Order No. 12 in the amount of $29,350, which is
10% of the change order amount and authorize the City Manager to approve
changes up to the contingency amount.
12 Phlebotomy Services for Fiscal Years 2008-09 and 2009-10
RECOMMENDATION:
12.1 Approve the First Amendment to the Agreement between the City of Temecula and
American Forensic Nurses for Phlebotomy Services for FY 2008-09 in the amount
of $10,000 for a total contract amount of $40,000;
12.2 Approve the Agreement between the City of Temecula and American Forensic
Nurses for Phlebotomy Services for FY 2009-10 in the amount of $40,000.
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
CSD PUBLIC COMMENTS
A total of 15 minutes is provided so members of the public may address the Board of
Directors on items that are not listed on the agenda or on the Consent Calendar.
Speakers are limited to two (2) minutes each. If you decide to speak to the Board of
Directors on an item not on the agenda or on the Consent Calendar, a pink "Request to
Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all other agenda items, a "Request to Speak" form must be filed with the City Clerk
Prior to the Board of Directors addressing that item. There is a five (5) minute time limit
for individual speakers.
Anyone wishing to address the Board of Directors should present a completed pink
"Request to Speak" form to the City Clerk. When you are called to speak, please come
forward and state your name for the record.
CSD CONSENT CALENDAR
13 Action Minutes
RECOMMENDATION:
13.1 Approve the action minutes of June 23, 2009.
CSD BUSINESS
14 Creating Community - The Community Services Department
RECOMMENDATION:
14.1 Receive and file a video report on the programs and services provided by the
Community Services Department.
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGERS REPORT
CSD BOARD OF DIRECTORS REPORTS
CSD ADJOURNMENT
TEMECULA REDEVELOPMENT AGENCY MEETING
RDA PUBLIC COMMENTS
A total of 15 minutes is provided so members of the public may address the
Redevelopment Agency on items that are not listed on the agenda or on the Consent
Calendar. Speakers are limited to two (2) minutes each. If you decide to speak to the
Board of Directors on an item not on the agenda or on the Consent Calendar, a pink
"Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all other agenda items, a "Request to Speak" form must be filed with the City Clerk
Prior to the Board of Directors addressing that item. There is a five (5) minute time limit
for individual speakers.
Anyone wishing to address the Board of Directors should present a completed pink
"Request to Speak" form to the City Clerk. When you are called to speak, please come
forward and state your name for the record.
RDA CONSENT CALENDAR
15 Action Minutes
RECOMMENDATION:
15.1 Approve the action minutes of June 23, 2009
RDA EXECUTIVE DIRECTORS REPORT
RDA AGENCY MEMBERS REPORTS
RDA ADJOURNMENT
RECONVENE TEMECULA CITY COUNCIL
PUBLIC HEARING
Any person may submit written comments to the City Council before a public hearing or
may appear and be heard in support of or in opposition to the approval of the project(s)
at the time of the hearing. If you challenge any of the project(s) in court, you may be
limited to raising only those issues you or someone else raised at the public hearing or
in written correspondence delivered to the City Clerk at, or prior to, the public hearing.
16 Weed Abatement Lien Resolution for FY 2008-2009
RECOMMENDATION:
16.1 Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ORDERING CONFIRMATION OF THE SPECIAL ASSESSMENTS AGAINST
PARCELS OF LAND WITHIN THE CITY OF TEMECULA FOR COSTS OF
ABATEMENT AND REMOVAL OF HAZARDOUS VEGETATION FOR THE
FISCAL YEAR 2008-2009
17 Planning Application Number LR08-0019, a proposed Heritage Tree Ordinance, adding
new Chapter 8.48 to Title 8 of the Municipal Code
RECOMMENDATION:
17.1 Introduce and read by title only an ordinance entitled:
ORDINANCE NO. 09-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA,
CALIFORNIA, ADDING NEW CHAPTER 8.48 (TEMECULA HERITAGE TREE
ORDINANCE) TO TITLE 8 (HEALTH AND SAFETY) OF THE MUNICIPAL CODE
OF THE CITY OF TEMECULA
CITY MANAGER REPORT
CITY ATTORNEY REPORT
ADJOURNMENT
Next regular meeting: City Council Regular, Tuesday, July 28, 2009, at 5:30 P.M., for a Closed
Session, with the regular session commencing at 7:00 PM, City Council Chambers, 43200
Business Park Drive, Temecula, California.
NOTICE TO THE PUBLIC
The agenda packet (including staff reports) will be available for viewing at the Main Reception at City Hall (43200 Business Park
Drive, Temecula) or at the Temecula Library (30600 Pauba Road, Temecula) after 4:00 PM the Friday before the City Council
meeting. At that time, the packet may as well be accessed on the City's website - www.citvoftemecula.ora
Supplemental material received after the posting of the Agenda
Any supplemental material distributed to a majority of the City Council regarding any item on the Agenda, after the posting of the
Agenda, will be available for public review at the Main Reception at City Hall (43200 Business Park Drive, Temecula - 8:00 -
5:00 PM). In addition, such material will be made available on the City's web - www.cityoftemecula.org - and will be available
for public review at the respective meeting.
If you have any questions regarding any item of business on the Agenda for this meeting, please contact City Clerk's
Department - 951-694-6444.
PRESENTATIONS
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CONSENT CALENDAR
ITEM NO. 1
ITEM NO. 2
ACTION MINUTES
TEMECULA CITY COUNCIL
A REGULAR MEETING
CITY COUNCIL CHAMBERS
43200 BUSINESS PARK DRIVE
JUNE 23, 2009 - 7:00 PM
6:00 P.M. - Closed Session of the City Council pursuant to Government Code
Sections:
Public Employee Performance Evaluation for the incumbent position of City
Manager pursuant to Government Code Section 54957. Conference with
designated representatives, Mayor and City Attorney, concerning possible
negotiation of adjustments of salary and benefits for the unrepresented
position of City Manager pursuant to Government Code Section 54957.6,
provided that final action on such matters, if any is proposed, would
only take place as an agenda item in open session of the Council.
Public Information concerning existing litigation between the City and various
parties may be acquired by reviewing the public documents held by the City
Clerk.
At 6:06 P.M., Council Member Naggar moved to call the Closed Session to order. The motion was
seconded by Council Member Comerchero and voice vote of those present reflected - Council
Members Roberts and Washington were absent.
The City Council meeting convened at 7:00 PM.
CALL TO ORDER: Mayor Maryann Edwards
Prelude Music: Joshua Jurkosky
Invocation: Pastor Leon Franklin of The Living Word Church
Flag Salute: Council Member Naggar
ROLL CALL: Comerchero, Naggar, Roberts, Washington, Edwards
Present: Comerchero, Naggar, Edwards
Absent: Roberts, Washington
Action Minutes City Council 062309 1
PRESENTATIONS/PROCLAMATIONS
Jazz Month Proclamation
TVUSD Elementary School Teacher of the Year - Denise Dugger
TVUSD Middle School Teacher of the Year - Janis Fuhr
TVUSD High School Teacher of the Year - Meline Akashian
Certificate of Appreciation - Supervisor Jeff Stone
PUBLIC COMMENTS
Ms. Vicki Long address the City Council with regard to the Elsinore Murrieta Anza Resource
Conservation District.
CITY COUNCIL REPORTS
CONSENT CALENDAR
Standard Ordinance and Resolution Adoption Procedure - Approved Staff
Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
1.1 Motion to waive the reading of the text of all ordinances and resolutions included in
the agenda.
Action Minutes - Approved Staff Recommendation (3-0-2) - Council Member Naggar
made the motion; it was seconded by Council Member Comerchero; and electronic
vote reflected approval of those present - Council Members Roberts and
Washington were absent.
RECOMMENDATION:
2.1 Approve the action minutes of June 9, 2009
List of Demands - Approved Staff Recommendation (3-0-2) - Council Member Naggar
made the motion; it was seconded by Council Member Comerchero; and electronic
vote reflected approval of those present - Council Members Roberts and
Washington were absent.
RECOMMENDATION:
3.1 Adopt a resolution entitled
Action Minutes City Council 062309
RESOLUTION NO. 09-62
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A
Amend the City of Temecula's Development Impact Fee (DIF) Resolution No. 03-63 to
temporarily suspend the automatic annual adjustment of DIF Fees for the fiscal year 2009-
10 - Approved Staff Recommendation (3-0-2) - Council Member Naggar made the
motion; it was seconded by Council Member Comerchero; and electronic vote
reflected approval of those present - Council Members Roberts and Washington
were absent.
RECOMMENDATION:
4.1 Adopt a resolution entitled:
RESOLUTION NO. 09-63
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
SUSPENDING THE AUTOMATIC ANNUAL ADJUSTMENT OF DEVELOPMENT
IMPACT FEES FOR THE FISCAL YEAR 2009-10 AND RETAINING THE SAME
DEVELOPMENT IMPACT FEES FOR FISCAL YEAR 2009-10 AS WERE IN
EFFECT FOR FISCAL YEAR 2008-09
Professional Services Agreement between the City of Temecula and Applied Development
Economics (ADE) for the Quality of Life Master Plan: Temecula 2030 - Approved Staff
Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
5.1 Approve a one-year contract for facilitation services for the Quality of Life Master
Plan: Temecula 2030 with Applied Development Economics (ADE) for a contract
amount of $129,597 and a 10% contingency of $12,960.
Riverside Transit Authority (RTA) Agreement for Trolley Services - Approved Staff
Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
6.1 Approve a one-year contract for trolley services with Riverside Transit Authority
(RTA) for a total of $300,000 in FY 09/10 Budget as provided by Lennar Homes in
their conditions of approval.
Action Minutes City Council 062309
Agreement for Consulting Services between the City of Temecula and Roger Cantrell for
Architectural Plan Review Services - Approved Staff Recommendation (3-0-2) - Council
Member Naggar made the motion; it was seconded by Council Member Comerchero;
and electronic vote reflected approval of those present - Council Members Roberts
and Washington were absent.
RECOMMENDATION:
7.1 Approve an agreement for Consultant Services with Roger Cantrell in the amount
of $40,000 for Architectural Plan Review Services for Fiscal Year 2009-2010.
Agreement for Consulting Services between the City of Temecula and Blanca Y. Price for
Landscape Plan Check and Inspection Services - Approved Staff Recommendation (3-0-
2) - Council Member Naggar made the motion; it was seconded by Council Member
Comerchero; and electronic vote reflected approval of those present - Council
Members Roberts and Washington were absent.
RECOMMENDATION:
8.1 Approve an agreement for Consultant Services with Blanca Y. Price in the amount
of $55,000 for Landscape Plan Check and Inspection Services for Fiscal Year 2009-
2010.
Authorize Temporary Street Closure of a portion of Main Street for the "Temecula Valley
International Jazz Festival" event scheduled for July 11. 2009 and deleaate authority to
issue a Special Events/Street Closures Permit to the Director of Public Works - Approved
Staff Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
9.1 Adopt a resolution entitled:
RESOLUTION NO. 09-64
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA,
AUTHORIZING TEMPORARY STREET CLOSURE OF A PORTION OF MAIN
STREET FOR THE "TEMECULA VALLEY INTERNATIONAL JAZZ FESTIVAL"
EVENT SCHEDULED FOR JULY 11TH, 2009 AND AUTHORIZING THE
DIRECTOR OF PUBLIC WORKS TO ISSUE A SPECIAL EVENTS PERMIT
INCLUDING STREET CLOSURES
Action Minutes City Council 062309
10 Award a Construction Contract for the Citywide Concrete Repairs Project FY2008-09 -
Proiect No. PW09-03 - Approved Staff Recommendation (3-0-2) - Council Member
Naggar made the motion; it was seconded by Council Member Comerchero; and
electronic vote reflected approval of those present - Council Members Roberts and
Washington were absent.
RECOMMENDATION:
10.1 Award a construction contract for Project No. PW09-03, the Citywide Concrete
Repairs Project FY2008-09, to B & T Works, Inc. in the amount of $113,915.55;
10.2 Authorize the City Manager to approve change orders not to exceed the
contingency amount of $11,391.56, which is equal to 10% of the contract amount.
11 Fiscal Year 2009-2010 Real Estate Appraisal Services for various Capital Improvement
Projects Annual Contract Amendments - Approved Staff Recommendation (3-0-2) -
Council Member Naggar made the motion; it was seconded by Council Member
Comerchero; and electronic vote reflected approval of those present - Council
Members Roberts and Washington were absent.
RECOMMENDATION:
11.1 Approve the Amendments to the Annual Agreements for Real Estate Appraisal
Services Fiscal Year 2009-2010 with the following consultants, for the amount
shown:
1.
BTI Appraisal
$ 50,000
2.
Lea Associates, Inc.
$ 50,000
3.
Mason & Mason Real Estate Appraisers & Consultants
$ 50,000
4.
Robert Shea Perdue Real Estate Appraisal
$ 50,000
5.
Riggs & Riggs, Inc.
$ 50,000
6.
Warren Neville
$ 50,000
12 Amendments to the Annual Aareements for Geotechnical and Material Testina Services for
various Capital Improvement Projects for Fiscal Year 2009-2010 - Approved Staff
Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
12.1 Approve the Amendment to the Annual Agreement with Petra Geotechnical, Inc. in
the amount of $100,000 to provide as needed geotechnical and material testing
services;
12.2 Approve the Amendment to the Annual Agreement with Leighton Consulting, Inc. in
the amount of $100,000 to provide as needed geotechnical and material testing
services.
Action Minutes City Council 062309
13 Amendments to the Annual Agreements for Engineering and Construction Survey Services
for various Capital Improvement Projects for Fiscal Year 2009-2010 - Approved Staff
Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
13.1 Approve the Amendment to the Annual Agreement with Hall & Foreman, Inc. in the
amount of $100,000 to provide as needed Engineering and Construction Survey
services;
13.2 Approve the Amendment to the Annual Agreement with David Evans & Associates,
Inc. in the amount of $100,000 to provide as needed Engineering and Construction
Survey services.
14 Annual Agreement for Landscape Plan Check and Inspection Services for Fiscal Year
2009-2010 - Approved Staff Recommendation (3-0-2) - Council Member Naggar made
the motion; it was seconded by Council Member Comerchero; and electronic vote
reflected approval of those present - Council Members Roberts and Washington
were absent.
RECOMMENDATION:
14.1 Approve an Annual Agreement with David Neault Associates, Inc. in the amount of
$100,000 to provide as needed Landscape Plan Check and Inspection Services for
Fiscal Year 2009-2010.
15 Third Amendment to Professional Services Agreement - T.Y. Lin International, Preparation
of Plans, Specifications and Estimate for the Western Bypass Bridge Over Murrieta Creek
- Project No. PW06-04 - Approved Staff Recommendation (3-0-2) - Council Member
Naggar made the motion; it was seconded by Council Member Comerchero; and
electronic vote reflected approval of those present - Council Members Roberts and
Washington were absent.
RECOMMENDATION:
15.1 Approve a Third Amendment with T.Y. Lin International in an amount not to exceed
$40,583 for additional services to modify the design of the Western Bypass Bridge
over Murrieta Creek, Project No. PW06-04, to accommodate two (2) 12" diameter
waterlines for Rancho California Water District (RCWD).
Action Minutes City Council 062309
16 Second Amendment to Contract Agreement for On-Call Traffic Signal Maintenance
Services for Fiscal Year 2008-2009 - Approved Staff Recommendation (3-0-2) -
Council Member Naggar made the motion; it was seconded by Council Member
Comerchero; and electronic vote reflected approval of those present - Council
Members Roberts and Washington were absent.
RECOMMENDATION:
16.1 Approve a Second Amendment to the Contract Agreement with Republic ITS to
perform On-Call Traffic Signal Maintenance Services for an amount not to exceed
$24,500.
17 First Amendment to Fire/EMS Protection Agreement for Fiscal Year 2009-10 -Approved
Staff Recommendation (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
17.1 Approve the First Amendment to the Cooperative Agreement with the County of
Riverside to provide fire protection, fire prevention and medical aid. This Exhibit
covers services requested for Fiscal Year 2009-10.
18 First Amendment to Agreement for Weed Abatement with Inland Empire Property Services.
Inc. - Approved Staff Recommendation (3-0-2) - Council Member Naggar made the
motion; it was seconded by Council Member Comerchero; and electronic vote
reflected approval of those present - Council Members Roberts and Washington
were absent.
RECOMMENDATION:
18.1 Approve a first amendment to the agreement with Inland Empire Property Services,
Inc. to provide weed abatement for Fiscal Year 2008/2009 in the amount of $15,000
for a total agreement amount of $65,000.
19 Application for Reconsideration of the Resolution(s) of the Riverside County Local Agency
Formation Commission (LAFCO) related to the Santa Margarita Sphere of Influence
Expansion and Annexation Applications - Approved Staff Recommendation (3-0-2) -
Council Member Naggar made the motion; it was seconded by Council Member
Comerchero; and electronic vote reflected approval of those present - Council
Members Roberts and Washington were absent.
RECOMMENDATION:
19.1 Authorize the Santa Margarita Annexation Ad-Hoc Subcommittee ("Subcommittee")
to move forward, as may be determined by the Subcommittee, and file on behalf of
the City an Application for Reconsideration of a Resolution of the Local Agency
Formation Commission of Riverside County ("Application for Reconsideration")
pursuant to the Cortese-Knox-Hertzberg Local Government Reorganization Act of
2000 related to the following LAFCO Applications:
Action Minutes City Council 062309
LAFCO 2008-20-1 Municipal Service Review and Sphere of Influence
Amendment (addition) to the City of Temecula (Santa Margarita) and the
Temecula Community Services District (subsidiary);
LAFCO 2008-21-1 Reorganization to Include Annexation to the City of Temecula
(Santa Margarita) and the Temecula Community Services District (subsidiary)
and Concurrent Detachments from County Service Area 152 and the Riverside
County Waste Resources Management District.
This Consent Calendar item was pulled for separate discussion and the following individuals
addressed the City Council with regard to this item.
Mr. Wayne Hall
Dr. Matt Rahn - San Diego State University
Mr. Fred Bartz
Ms. Vicki Long
At 7:37 P.M., the City Council convened as the Temecula Community Services District and the
Redevelopment Agency. At 7:44 P.M., the City Council resumed with regular business.
PUBLIC HEARING
20 Long Range Planning Project No. LR09-0007 Small Wind Energy Conversion System
Ordinance - an Ordinance to establish development standards for allowing small wind
enerav conversion systems within all zonina districts, with the exception of the Open
Space-Conservation zonina district - at the reauest of Mayor Edwards - Continued the
item off calendar and formed an ad hoc subcommittee, comprised of Mayor Edwards
and Council Member Naggar (3-0-2) - Council Member Comerchero made the
motion; it was seconded by Council Member Naggar; and electronic vote reflected
approval of those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
33.1 Introduce and read by title only an ordinance entitled:
ORDINANCE NO. 09-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA
AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO ESTABLISH
CITYWIDE STANDARDS FOR SMALL WIND ENERGY CONVERSION SYSTEMS
IN VARIOUS ZONING DISTRICTS WITHIN THE CITY OF TEMECULA
City Planner Richardson presented the staff report as per agenda material.
Action Minutes City Council 062309
21 Planning Application Number LR08-0019 - a proposed Heritage Tree Ordinance, adding
new Chapter 8.48 to Title 8 of the Temecula Municipal Code - Opened the public hearing
and continued the item to the July 14, 2009, City Council meeting (3-0-2) - Council
Member Comerchero made the motion; it was seconded by Council Member Naggar;
and electronic vote reflected approval of those present - Council Members Roberts
and Washington were absent.
22 RECOMMENDATION:
34.1 Introduce and read by title only an ordinance entitled:
ORDINANCE NO. 09-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA,
CALIFORNIA, ADDING NEW CHAPTER 8.48 (TEMECULA HERITAGE TREE
ORDINANCE) TO TITLE 8 (HEALTH AND SAFETY) OF THE MUNICIPAL CODE
OF THE CITY OF TEMECULA
As per written material, City Planner Richardson provided the staff report.
CITY COUNCIL BUSINESS
23 Planning Commission Appointments - Reappointed Commissioner Ron Guerriero and
appointed Pat Kight (3-0-2) - Council Member Naggar made the motion; it was
seconded by Council Member Comerchero; and electronic vote reflected approval of
those present - Council Members Roberts and Washington were absent.
RECOMMENDATION:
35.1 Appoint two applicants to serve full three-year terms on the Planning Commission
through June 15, 2012.
24 Old Town Local Review Board Appointments - Reappointed Committee Members Albert
Blair and Jack Eden and appointed Craig Puma (3-0-2) - Council Member Naggar
made the motion; it was seconded by Council Member Comerchero; and electronic
vote reflected approval of those present - Council Members Roberts and
Washington were absent.
RECOMMENDATION:
36.1 Appoint three applicants to serve full three-year terms on the Old Town Local
Review Board through June 15, 2012.
Action Minutes City Council 062309
DEPARTMENTAL REPORTS
CITY MANAGER REPORT
CITY ATTORNEY REPORT
City Attorney Thorson advised that there was no action to report under the Brown Act with
regard to Closed Session.
ADJOURNMENT
At 8:27 P.M., the City Council meeting was formally adjourned to Tuesday, July 14, 2009, at
5:30 P.M. for a Closed Session with regular session commencing at 7:00 P.M., in the City
Council Chambers, 43200 Business Park Drive, Temecula, California.
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
[SEAL]
Action Minutes City Council 062309 10
ITEM NO. 3
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Genie Roberts, Director of Finance
DATE: July 14, 2009
SUBJECT: List of Demands
PREPARED BY: Pascale Brown, Accounting Manager
Jada Yonker, Accounting Specialist
RECOMMENDATION: That the City Council:
1. Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS
AS SET FORTH IN EXHIBIT A
BACKGROUND: All claims and demands are reported and summarized for review and
approval by the City Council on a routine basis at each City Council meeting. The attached claims
represent the paid claims and demands since the last City Council meeting.
FISCAL IMPACT: All claims and demands were paid from appropriated funds or
authorized resources of the City and have been recorded in accordance with the City's policies and
procedures.
ATTACHMENTS: Resolution
List of Demands
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ALLOWING CERTAIN CLAIMS AND
DEMANDS AS SET FORTH IN EXHIBIT A
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE
AS FOLLOWS:
Section 1. That the following claims and demands as set forth in Exhibit A, on
file in the office of the City Clerk, has been reviewed by the City Manager's Office and
that the same are hereby allowed in the amount of $12,637,473.18.
Section 2. The City Clerk shall certify the adoption of this resolution.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of
Temecula this 14th day of July, 2049.
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA }
I, Susan W. Jones, MMC, City Clerk of the City of Temecula, do hereby certify that
the foregoing Resolution No. 09- was duly and regularly adopted by the City Council of
the City of Temecula at a meeting thereof held on the 14th day of July, 2009, by the
following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Susan W. Jones, MMC
City Clerk
CITY OF TEMECULA
LIST OF DEMANDS
06/11/2009 TOTAL CHECK RUN:
06/18/2009 TOTAL CHECK RUN:
06/25/2009 TOTAL CHECK RUN:
06/11/2009 TOTAL PAYROLL RUN:
06/18/2009 TOTAL PAYROLL RUN:
06/25/2009 TOTAL PAYROLL RUN:
TOTAL LIST OF DEMANDS FOR 07/14/2009 COUNCIL MEETING:
DISBURSEMENTS BY FUND
CHECKS:
$ 2,095,221.59
6,559,042.18
2,697,054.41
498,921.26
273,322.64
513,911.10
$ 12,637,473.18
001
GENERAL FUND
$ 2,862,484.36
165
AFFORDABLE HOUSING
31,407.49
190
TEMECULA COMMUNITY SERVICES DISTRICT
577,185.40
192
TCSD SERVICE LEVEL B
76,401.02
193
TCSD SERVICE LEVEL"C" LANDSCAPE/SLOPE
40,651.55
194
TCSD SERVICE LEVEL D
2,486,076.73
196
TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
19,237.19
197
TEMECULA LIBRARY FUND
15,952.46
210
CAPITAL IMPROVEMENT PROJECTS FUND
779,232.00
280
REDEVELOPMENT AGENCY - CIP PROJECT
831,951.11
300
INSURANCE FUND
29,242.22
320
INFORMATION SYSTEMS
148,660.65
330
SUPPORT SERVICES
18,815.30
340
FACILITIES
23,602.30
375
SUMMER YOUTH EMPLOYMENT PROGRAM
2,051.99
380
RDA DEBT SERVICE FUND
494,312.23
472
CFD 01-2 HARVESTON A&B DEBT SERVICE
489,482.66
473
CFD 03-1 CROWNE HILL DEBT SERVICE FUND
520,173.63
474
AD03-4 JOHN WARNER ROAD DEBT SERVICE
39,581.19
475
CFD03-3 WOLF CREEK DEBT SERVICE FUND
1,059,416.89
476
CFD 03-6 HARVESTON 2 DEBT SERVICE FUND
171,406.84
477
CFD- RORIPAUGH
633,992.97
001
GENERAL FUND
$ 825,352.42
165
AFFORDABLE HOUSING
22,474.99
190
TEMECULA COMMUNITY SERVICES DISTRICT
286,895.49
192
TCSD SERVICE LEVEL B
528.22
193
TCSD SERVICE LEVEL"C" LANDSCAPE/SLOPE
11,901.79
194
TCSD SERVICE LEVEL D
4,183.89
196
TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
3,071.26
197
TEMECULA LIBRARY FUND
1,619.59
280
REDEVELOPMENT AGENCY - CIP PROJECT
10,043.36
300
INSURANCE FUND
2,814.11
320
INFORMATION SYSTEMS
70,722.60
330
SUPPORT SERVICES
10,166.28
340
FACILITIES
25,729.03
375
SUMMER YOUTH EMPLOYMENT PROGRAM
10,651.97
11,351,318.18
1,286,155.00
TOTAL BY FUND: $ 12,637,473.18
apChkLst
Final Check List
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0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
Check #
Date
Vendor
Description
Amount Paid
Check Total
1263
0611112009
000444
INSTATAX (EDD)
State Disability Ins Payment
24,473.04
24,473.04
1264
0611112009
000283
INSTATAX(IRS)
Federal Income Taxes Payment
86,593.01
86,593.01
1265
0611112009
001065
NATIONWIDE RETIREMENT
Nationwide Retirement Payment
21,258.43
21,258.43
SOLUTION
1266
06111/2009
000642
TEMECULA CITY FLEXIBLE
Child Care Reimbursement Payment
9,933.92
Child Care Reimbursement Payment
0.00
9,933.92
1267
0611112009
000246
PERS (EMPLOYEES'
PERS ER Paid Member Contr Payment
127,230.77
127,230.77
RETIREMENT)
1268
0611112009
000245
PERS - HEALTH INSUR PREMIUM
PERS Health Admin Cost Payment
88,322.01
Blue Shield HMO Payment
0.00
88,322.01
1269
0611112009
010349
CALIF DEPT OF CHILD SUPPORT
Support Payment
553.84
553.84
1269
06111/2009
010349
CALIF DEPT OF CHILD SUPPORT
Support Payment
25.00
25.00
1270
0611112009
000389
NATIONWIDE RETIREMENT
OBRA- Project Retirement Payment
3,460.88
3,460.88
SOLUTION
131939
0611112009
009604
12MILESOUT.COM
May web video svcs: Info Sys
1,000.00
1,000.00
131940
0611112009
003552
A F L A C
AFLAC Cancer Payment
3,291.88
3,291.88
131941
0611112009
001700
A PLUS TEACHING MATERIALS
recreation supplies:tiny tot pgrm
27.11
27.11
131942
06111/2009
004973
ABACHERLI, LINDI
TCSD instructor earnings
800.00
800.00
131943
0611112009
008552
ADKINS DESIGN CONSULTING
May graphic design svcs: Theater
2,358.75
graphic design svcs:Cultural Arts
183.52
May graphic design svc:Cultural Arts
1,583.91
4,126.18
131944
0611112009
009374
ALLEGRO MUSICAL VENTURES
Piano Maint Svc: Theater
145.00
145.00
131945
0611112009
006915
ALLIE'S PARTY EQUIPMENT
equip rental: Western Days
934.38
934.38
131946
06111/2009
004240
AMERICAN FORENSIC NURSES
DUI & drug screenings: Police
315.00
315.00
Page:1
apChkLst
Final Check List
Page: 2
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
131947
0611112009
000936
AMERICAN RED CROSS
training publications:Aquatics pgrm
635.59
635.59
131948
0611112009
004446
AMERICAN SOCIETY OF CIVIL
09110 ASCE mbrshp:241204 GB
250.00
250.00
131949
0611112009
002187
ANIMAL FRIENDS OF THE
Apr animal control services
13,000.00
13,000.00
VALLEYS
131950
0611112009
012834
AUDIO ADDICTION INC
back-up camera install: Fire
444.08
back-up camera install: Fire
444.08
888.16
131951
0611112009
012859
BARRETT ENGINEERED PUMPS
irrigation repair: Crowne Hill
1,270.19
1,270.19
131952
0611112009
012662
BEHNAWA, ABDUL SHUKOOR
May plan check svcs: B&S
3,384.32
3,384.32
131953
0611112009
004040
BIG FOOT GRAPHICS
TCSD instructor earnings
588.00
summer day camp Iogo:TCSD pgrm
300.00
TCSD instructor earnings
490.00
1,378.00
131954
0611112009
012583
BLANCAY PRICE
May/Jun Landscape PI Ck Svc:Pln
1,440.00
1,440.00
131955
0611112009
006908
C C & COMPANY INC
entertainment: TCSD Expo 5130
350.00
350.00
131956
06111/2009
012878
C.S. OFFICE INTERIORS
ergonomic wkstn equip: Finance
473.55
473.55
131957
0611112009
003138
CAL MAT
PW patch truck materials
133.77
PW patch truck materials
196.19
PW patch truck materials
254.91
PW patch truck materials
196.84
PW patch truck materials
178.35
960.06
131958
06111/2009
005384
CALIF BAGEL BAKERY& DELI
refreshments: Coucil mtg 611
123.91
123.91
131959
0611112009
004228
CAMERON WELDING SUPPLY
Helium tanks rentalfrefill:TCSD
42.96
misc supplies: PW Maint
301.85
344.81
131960
0611112009
008644
CANTRELL, ROGER, AIA, AICP
Apr architectural svcs: Planning
234.00
234.00
131961
0611112009
008534
CASTILLO, RYAN
Employee Computer Loan Pgrm
2,000.00
2,000.00
131962
06111/2009
009640
CERTIFION CORPORATION
May web dbase subscription: PD
176.85
176.85
Paget
apChkLst
Final Check List
Page: 3
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
131963
06111/2009
010307
CHICK-FIL-A INC.
refreshments:Youth Job Fair 4118
250.00
250.00
131964
0611112009
004609
CINTAS DOCUMENT
May doc shred svc:City facilities
55.00
MANAGEMENT
May doc shred svc: City Hall
100.00
May doc shred svc: City facilities
77.50
232.50
131965
0611112009
012909
CLARK, STEVEN M.
refund:overpayment of fees
114.00
114.00
131966
06111/2009
004405
COMMUNITY HEALTH CHARITIES Community Health Charities Payment
116.00
116.00
131967
0611112009
009905
COMPRISE TECHNOLOGIES INC
APM Machine Maint: Library
5,515.00
5,515.00
131968
0611112009
000442
COMPUTER ALERT SYSTEMS
alarm svcs: Maint Facility
150.00
150.00
131969
0611112009
012353
CONSTRUCTION TESTING
Apr geotech svcs: Civic Center
22,980.00
22,980.00
131970
0611112009
011692
CONVERGINT TECHNOLOGIES,
wire installation: front reception
1,263.65
1,263.65
LP
131971
0611112009
001264
COSTCO WHOLESALE
Misc Supplies: Theater
104.99
Misc Supplies: Info Sys
137.25
242.24
131972
0611112009
005324
CROSSROADS CHURCH
refund:sec dep:picnic rrsp
150.00
150.00
131973
0611112009
004123
D L PHARES & ASSOCIATES
Jun Old Town storefront lease: PD
2,763.09
2,763.09
131974
0611112009
004192
DOWNS COMMERCIAL FUELING
Fuel for City vehicles: Police
31.40
INC
Fuel for City vehicles: Code EnflPln
160.63
Fuel for City vehicles: PW Admin
560.77
Fuel for City vehicles: PW Traffic
163.17
Fuel for City vehicles: PW CIP
162.36
Fuel for City vehicles: B&S
138.47
Fuel for City vehicles: TCSD
1,592.65
Fuel for City vehicles: PW Lnd Dv
361.28
3,170.73
131975
0611112009
003665
EXCEL COMMERCIAL
May:long distance phone svcs
55.91
55.91
Page3
apChkLst
0611112009
12:30:12PM
Final Check List
CITY OF TEMECULA
Page: 4
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
131976
0611112009
003347
FIRST BANKCARD CENTER
PAYPAL
GR Payflow Pro Transaction
59.95
LUCILLE'S BBQ
GY Iunch:Code Enf transition mtg
145.74
LA QUINTA INN
RR refreshments:S CA Govt mtg 518
4.35
AMERICAN AIRLINES
JC baggage fee:NLC cf GA 517-10
15.00
AMERICAN AIRLINES
JC baggage fee:NLC cf GA 517-10
15.00
ONTARIO AIRPORT
JC parking fee:NLC cf GA 5t1-10
68.00
INN AT ELLIS SQUARE
JC htI:NLC cf Savannah GA 517-10
474.21
782.25
131977
0611112009
007792
HINTON, BEVERLY L.
TCSD instructor earnings
93.10
93.10
131978
0611112009
012910
HODGE, DENISE
refund:sec dep:rm rental:crc
150.00
150.00
131979
0611112009
000963
HOGAN, DAVID
Retirement Medical Payment
699.00
699.00
131980
06111/2009
012802
HOWZE, DON
TCSD Instructor Earnings
240.00
240.00
131981
0611112009
012911
HUSBAND, SHARLENE MARIE
refund:sec dep:rm rental:crc
150.00
150.00
131982
0611112009
000194
1 C M A RETIREMENT-PLAN
I C M A Retirement Trust 457 Payment
9,559.59
9,559.59
303355
131983
0611112009
012912
INLAND VALLEY BRIDGE, UNIT
refund:sec dep:rm rental:crc
150.00
150.00
#534
131984
0611112009
012883
JACOB'S HOUSE INC
Jacob's House Charity Payment
300.00
300.00
131985
0611112009
012880
JONES, BRYAN
performer: Western Days 5116
350.00
350.00
131986
0611112009
004412
LEANDER, KERRY D.
TCSD instructor earnings
714.00
TCSD instructor earnings
346.50
TCSD instructor earnings
654.50
TCSD instructor earnings
1,001.00
2,716.00
131987
0611112009
012421
MASINO, MARIANNE
TCSD Instructor Earnings
343.00
343.00
131988
0611112009
011920
MASTER CONCEPTS LLC
TCSD Instructor Earnings
864.50
TCSD Instructor Earnings
665.00
TCSD Instructor Earnings
931.00
TCSD Instructor Earnings
465.50
2,926.00
Page:4
apChkLst
Final Check List
Page: 5
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
131989
0611112009
003076
MET LIFE INSURANCE COMPANY
MetLife Dental Insurance Payment
8,536.86
8,536.86
131990
0611112009
012011
MEZ4, TERESA
refund:sec dep:rm rental:crc
150.00
150.00
131991
0611112009
002925
NAPA AUTO PARTS
City veh. parts/supplies: Stn 12
119.66
City veh. parts/supplies: Medics
86.02
City veh. parts/supplies: Medics
105.03
310.71
131992
06111/2009
012101
NEW VISION CHILDREN'S
refund:sec dep:rm rental:crc
150.00
150.00
SERVICES
131993
06111/2009
008528
NICHOLS, MELBURG & ROSETTO
Apr Dsgn:Old Town Infrastructure
22,582.41
Apr Eng Srvcs:Civic Center
49,208.56
71,790.97
131994
0611112009
010273
NIXON PEABODY LLP
Mar legal srvcs:roripaugh cfd 03-02
5,550.00
5,550.00
131995
06111/2009
010244
NO LIMITS SILK SCREEN
Softball Awards:Sports Pgrm
293.14
293.14
131996
0611112009
002139
NORTH COUNTY TIMES
May advertising:RDA events
790.27
May advertising:commission openings
195.30
May public ntcs:PW1C.C./Planning
967.55
1,953.12
131997
06111/2009
002105
OLD TOWN TIRE & SERVICE
City Vehicle Maint Svcs:TCSD
176.13
176.13
131998
0611112009
001958
PERS LONG TERM CARE
PERS Long Term Care Payment
377.54
377.54
PROGRAM
131999
06111/2009
000249
PETTY CASH
Petty Cash Reimbursement
429.31
429.31
132000
0611112009
005124
PHENIX TECHNOLOGY
Helmets:Fire Explorer Pgrm
641.63
641.63
132001
0611112009
010338
POOL & ELECTRICAL PRODUCTS
Pool chemicals & supplies:aquatics
475.56
INC
Pool chemicals & supplies:aquatics
255.57
731.13
132002
0611112009
012251
PORTRAIT PRODUCTIONS
TCSD Instructor Earnings
157.50
157.50
132003
0611112009
005820
PRE-PAID LEGAL SERVICES INC
Prepaid Legal Services Payment
450.40
450.40
132004
0611112009
005075
PRUDENTIAL OVERALL SUPPLY
May Flr Mts/Uniform/Twl Rentals:Cty Facs
1,314.02
1,314.02
Pagea
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Final Check List
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0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132005
06111/2009
004529
QUAID TEMECULA HARLEY-
May motorcycle repair/maint:Police
2,795.06
2,795.06
DAV I DSON
132006
0611112009
000262
RANCHO CALIF WATER DISTRIC
T May:various water meters:fire stns
616.71
May 01-04-47210-0 T.E.S. Pool
260.51
May:var water meters:tcsd
44,692.20
May:various water m eters: PW01-27
21.04
May:various water m eters: PW01-27
21.04
May:variou s water m eters: PW
910.85
46,522.35
132007
0611112009
004584
REGENCY LIGHTING
Light fixtures:old town
502.93
Credit:items returned/parks
-28.91
Misc supplies:parks
28.91
502.93
132008
0611112009
012148
RICHARDSON TECHNOLOGIES
Install compressor time delay:crc
365.92
365.92
INC
132009
0611112009
000406
RIVERSIDE CO SHERIFFS DEPT
3126-4122109:lawenforcement
1,337,502.42
1,337,502.42
132010
06111/2009
001365
RIVERSIDE COUNTY OF
Spec.event health permit:4th of July
505.00
505.00
132011
06111/2009
001097
ROADLINE PRODUCTS INC
Misc supplies:pw maint
1,891.65
1,891.65
132012
0611112009
000873
ROBERTS, RONALD H.
reimb: Jun '09 internet service
44.99
44.99
132013
0611112009
000277
S & S ARTS & CRAFTS INC
Misc supplies:day camp
1,664.61
1,664.61
132014
0611112009
007582
SAFEGUARD DENTAL & VISION
SafeGuard Vision Plan Payment
1,108.49
1,108.49
132015
06111/2009
006815
SAN DIEGO, COUNTY OF
Support Payment
12.50
12.50
132016
0611112009
009980
SANBORN, GWYN
Country @ the Merc 5130109
181.50
181.50
132017
0611112009
008529
SHERIFF'S CIVIL DIV - CENTRAL
Support Payment
408.38
408.38
132018
0611112009
008529
SHERI FPS CIVIL DIV - CENTRAL
Support Payment
400.21
400.21
132019
0611112009
008529
SHERIFF'S CIVIL DIV - CENTRAL
Support Payment
200.00
200.00
Page6
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Final Check List
Page: 7
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132020
06111/2009
008529
SHERIFF'S CIVIL DIV -CENTRAL
Support Payment
100.00
100.00
132021
0611112009
008529
SHERIFF'S CIVIL DIV - CENTRAL
Support Payment
100.00
100.00
132022
0611112009
009213
SHERRY BERRY MUSIC
Jazz @ the Merc 5128109
472.50
472.50
132023
0611112009
000645
SMART & FINAL INC
Refreshments:summer concert series
71.92
Refreshments:summer concert series
150.78
222.70
132024
0611112009
000374
SO CALIF EDISON
T/S Install:Mdws Pkwy PW07-10
4,705.02
4,705.02
132025
0611112009
000374
SO CALIF EDISON
T/S Install: Butterfield Stage Rd PW07-09
2,356.39
2,356.39
132026
0611112009
000537
SO CALIF EDISON
May:2-00-397-5067 var mtrs:tcsd
1,666.90
May:2-02-502-8077 Maint Fac
1,371.99
May:2-27-805-3194 Theater
3,357.16
May:2-30-066-2889 rncho vista PED
19.20
May:2-29-657-2563 var tcsd meters
157.73
May:2-20-817-9929 police O.T. stn
273.77
May:2-29-458-7548 wolf crk PED
2,510.36
May:2-29-9747899 Ynez Rd LS-3
88.11
May: 2-31-031-2590:28301 rncho ca
39.00
May:2-29-479-2981 temecula pkwy
88.41
May:2-28-629.0507 Library
7,626.93
May:2-27-371-8494 offsite storage
29.62
17,229.18
132027
0611112009
000519
SOUTH COUNTY PEST CONTRO
L May Pest Control Srvcs: City facilities
541.00
INC
Pest Control Srvcs: Harveston Lk Pk
84.00
Jun Pest Control Srvcs: Fire Stn 73
48.00
Jun Pest Control Srvcs: Fire Stn 92
42.00
715.00
132028
0611112009
012652
SOUTHERN CALIFORNIA
June:gen phone usage:pbsp
81.33
June:gen phone usage:police mall stn
36.51
117.84
132029
0611112009
007762
STANDARD INSURANCE
Mandatory Life Insurance Payment
11,405.61
11,405.61
COMPANY
132030
06/11/2009
012723
STANDARD INSURANCE
Voluntary Supp Life Insurance Payment
660.20
660.20
COMPANY
132031
0611112009
012188
STRONG FAMILIES
TCSD Instructor Earnings
28.00
28.00
132032
0611112009
010924
T & D COMMUNICATIONS, INC.
Cable srvcs:Theater
354.04
Cable srvcs:City Hall
289.11
643.15
Page:?
apChkLst
Final Check List
Page: 8
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132033
0611112009
011667
T & T JANITORIAL INC
May janitorial srvcs:City Facs
7,301.76
May janitorial srvcs:Police storefront
790.00
8,091.76
132034
0611112009
000305
TARGET BANK BUS CARD SRVCS
Misc supplies:childrens museum
143.01
Misc supplies:summer youth pgrm
884.51
Misc supplies:day camp pgrm
78.10
Misc supplies:aquatics pgrm
209.30
1,314.92
132035
0611112009
001547
TEAMSTERS LOCAL 911
Union Dues Payment
5,231.00
5,231.00
132036
0611112009
012265
TEMECULA ACE HARDWARE C/O
Facility maint supplies: Fire OATC
2.16
2.16
132037
0611112009
010679
TEMECULA AUTO
City vehicle repairlmaint: B&S Dept
381.07
381.07
REPAIR/RADIATOR
132038
0611112009
008292
TEMECULA DIESEL AUTO &
City Heavy Veh Repair & Maint: PW
1,517.74
1,517.74
TRUCK
132039
0611112009
001035
TEMECULA ENVIRONMENTAL
bal.due/Jul-Dec'08 trash hauling srvcs
49,483.49
49,483.49
132040
0611112009
000168
TEMECULA FLOWER CORRAL
Sunshine Fund
63.02
63.02
132041
0611112009
000306
TEMECULA VALLEY PIPE &
May irrigation/plumbing supplies: parks
266.22
266.22
SUPPLY
132042
0611112009
004274
TEMECULA VALLEY SECURITY
Locksmith srvcs:var park sites/city hall
148.99
148.99
CENTR
132043
0611112009
000919
TEMECULA VALLEY UNIFIED
Nov'08-Apr'09City vehicles fuel usage
1,909.59
1,909.59
SCHOOL
132044
06111/2009
000319
TOMARK SPORTS INC
Misc sports equip & supplies:TCSD
4,591.15
4,591.15
132045
06111/2009
012626
TOMSETH, DIANA H.
TCSD Instructor Earnings
168.00
TCSD Instructor Earnings
56.00
TCSD Instructor Earnings
84.00
TCSD Instructor Earnings
392.00
700.00
132046
0611112009
002452
TOP LINE INDUSTRIAL
Equip repair & maint:pw maint
658.94
658.94
132047
0611112009
012344
TRANSPORTATION CONCEPTS
Shuttle bus srvcs: Rod Run 3114
3,660.00
3,660.00
Page:B
apChkLst
Final Check List
Page: 9
0611112009
12:30:1
2PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132048
06111/2009
012725
TRZOP, NICHELLE
TCSD Instructor Earnings
862.40
TCSD Instructor Earnings
940.80
TCSD Instructor Earnings
1,411.20
3,214.40
132049
0611112009
010276
TW TELECOM
June:high speed internet:city hall
183.38
183.38
132050
0611112009
005460
U S BANK
Financing srvcs:CFD 03-3 Wolf Creek
2,500.00
2,500.00
132051
0611112009
002065
UNISOURCE
copy paper supplies:copy center
4,872.00
4,872.00
132052
0611112009
000199
UNITED STATE TREASURY
Support Payment
250.00
250.00
132053
0611112009
000325
UNITED WAY
United Way Charities Payment
36.00
36.00
132054
0611112009
004261
VERIZON
June:xxx-5180 79S Irrg Cntr
38.10
June:xxx-6400 general usage
1,443.16
June:xxx-6620 general usage
34.03
June:xxx-1540 Old Town Prk Lot
87.93
June:xxx-4200 general usage
903.56
June:xxx-7530 GIS Library
439.59
June:xxx-8900 GIS Library
797.10
June:xxx-1999 general usage
40.31
June:xxx-0049 general usage
35.04
3,818.82
132055
0611112009
004848
VERIZON SELECT SERVICES INC
June:long distance phone Svcs
28.62
28.62
132056
0611112009
009663
VERNON LIBRARY SUPPLIES INC
Equip maint & support:library
18,384.00
18,384.00
132057
06111/2009
010003
WALKER, TODD
TCSD Instructor Earnings
277.20
277.20
132058
0611112009
001342
WAXIE SANITARY SUPPLY INC
Misc Custodial Supplies:Var. City Facs
810.99
810.99
132059
06111/2009
011740
WEST COAST LIGHTS & SIRENS
Install Radar Sys: Pd Weigh Stn Veh
624.19
624.19
INC
132060
0611112009
000339
WEST PUBLISHING CORP
May Law Library Judicial Updates:Cty Clk
228.42
228.42
132061
0611112009
002109
WHITE CAP INDUSTRIES INC
May maint supplies: PW Maint
697.51
697.51
Page9
apChkLst
06111/2009 12:30:12PM
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
132062 06111/2009 012790 WOODS,TIMOTHYS.
Final Check List
CITY OF TEMECULA
(Continued)
Description
TCSD Instructor Earnings
TCSD Instructor Earnings
Amount Paid
240.00
300.00
Page: 10
Check Total
540.00
Grand total for UNION BANK OF CALIFORNIA: 2,095,221.59
Page:10
apChkLst Final Check List Page: 11
0611112009 12:30:12PM CITY OF TEMECULA
133 checks in this report.
Grand Total All Checks:
2,095,221.59
Page:11
apChkLst
Final Check List
Page: 1
06/1812009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
Check #
Date
Vendor
Description
Amount Paid
Check Total
1271
06/10/2009
005460
U S BANK
RDA '07 Tax Bonds Debt Srvc Pmt
420,656.23
420,656.23
1272
06110/2009
005460
U S BANK
RDA '06 B Tax Bonds Debt Srvc Pmt
73,656.00
73,656.00
1273
06115/2009
005460
U S BANK
Secured Settlement#2 Payment
2,884,207.54
2,884,207.54
132063
0611812009
012919
AHMADI, MEJGHAN
refund:swim lessons 5102.107
40.00
40.00
132064
0611812009
004432
ALBERTSONS GROCERY STORE
Del Mar fair tickets (21):MPSC 6125
147.00
147.00
132065
0611812009
009374
ALLEGRO MUSICAL VENTURES
May piano tuninglmaint: Library
145.00
145.00
132066
0611812009
006915
ALLIE'S PARTY EQUIPMENT
equip rental: TCSD Expo
2,142.36
equip rental: TCSD Expo
862.69
3,005.05
132067
06118/2009
002187
ANIMAL FRIENDS OF THE
May animal control services
13,000.00
13,000.00
VALLEYS
132068
06118/2009
000101
APPLE ONE INC
temp help ppe 5130: Ortiz, V
177.50
177.50
132069
06118/2009
005335
ARTIST TOUCH STUDIO INC
poster display materials: TCSD
1,297.50
1,297.50
132070
0611812009
003203
ARTISTIC EMBROIDERY
Safe Driver Award Jackets: HR
407.77
407.77
132071
06118/2009
012918
ARTUGUE, JEFFREY
refund:sec dep:rm rental:crc
150.00
150.00
132072
0611812009
003138
CAL MAT
PW patch truck materials
98.97
PW patch truck materials
260.79
PW patch truck materials
260.13
PW patch truck materials
89.18
709.07
132073
06118/2009
001090
CALIF DEPT OF GENERAL
CASP exam regist:Clements, Brian
800.00
800.00
SERVICES
132074
0611812009
000518
CARE ANIMAL HOSPITAL
K-9 Veterinary Svcs: Casper
392.60
392.60
132075
06118/2009
000131
CARL WARREN & COMPANY INC
May Liability Claims Mgmt Svc:Finance
1,959.61
1,959.61
132076
06118/2009
000137
CHEVRON AND TEXACO
City vehicles fuel: Police
1,284.32
1,284.32
Page:1
apChkLst
Final Check List
Page: 2
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132077
0611812009
012920
CLIFFORD, TRACI
refund:classic cartoon fav bk
14.99
14.99
132078
06118/2009
010650
CRAFTSMEN PLUMBING & HVAC
HVAC repair CRC pool heater
371.00
371.00
INC
132079
06118/2009
012921
CYSTIC FIBROSIS FOUNDATION
refund:sec dep:picnic:rrsp
150.00
150.00
132080
06118/2009
003272
DAISY WHEEL RIBBON
Plotter Supplies: Info Sys
1,465.10
1,465.10
COMPANY INC
132081
06118/2009
012600
DAVID EVANS & ASSOCIATES
3129-512 eng svcs: Liefer Rd
29,730.65
29,730.65
INC
132082
06118/2009
011027
DEL RIO ENTERPRISE INC.
concrete maint: MPSC
14,997.05
14,997.05
132083
06118/2009
002701
DIVERSIFIED RISK/HUB INT'L
May special events premiums
607.24
607.24
132084
0611812009
007782
DONAHOO, ANDREA
refundmater safety instructor
175.00
175.00
132085
06118/2009
012922
DUARTE, NORMA
refund:rm rental:library
36.00
36.00
132086
06118/2009
012170
E-Z UP DIRECT.COM, LLC
canopies: TCC & CERT
598.07
598.07
132087
06118/2009
002390
EASTERN MUNICIPAL WATER
May:95366-02 Diego Dr Ldscp
151.35
151.35
DIST
132088
06118/2009
004829
ELLISON WILSON ADVOCACY
Jun state lobbyist svcs: CM
3,500.00
3,500.00
LLC
132089
06118/2009
012879
EXHIBIT COMPANY, THE
50%deposit:trade show display
486.66
486.66
132090
06118/2009
004464
EXXONMOBIL CARD SERVICES
City vehicles fuel: CM
61.85
61.85
132091
06118/2009
000478
FAST SIGNS
Vehicle Lettering: Code Enf
227.77
227.77
132092
06118/2009
009953
FEDERAL CLEANING
Jun janitorial svcs:PD mall office
625.00
625.00
CONTRACTORS
132093
06118/2009
010804
FEHR & PEERS ASSOCIATES
Mar cnslt svcs: Old Town parking
5,526.58
Apr cnslt svcs: Old Town parking
2,241.91
7,768.49
Page2
apChkLst
06118/2009
10:52:38AM
Final Check List
CITY OF TEMECULA
Page: 3
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132094
0611812009
001511
FIELDMAN ROLAPP &
Financial srvcs:roripaugh cfd 03-02
1,244.56
1,244.56
ASSOCIATES
132095
0611812009
003347
FIRST BANKCARD CENTER
STAGE RESEARCH INC.
HP software upgrade purch:Theater
200.39
ECHO DIGITAL AUDIO CORP
HP PCI audio card purch: Theater
130.00
GREEN OFFICE STORE.COM LLC
HP recycling container purch:TCSD
144.93
GREEN OFFICE STORE.COM LLC
HP recycling container purch TCSD
122.95
598.27
132096
06118/2009
007008
FISHER SCIENTIFIC COMPANY
maint supplies: PW Maint
662.07
662.07
132097
06118/2009
001989
FOX NETWORK SYSTEMS INC
misc computer supplies: Info Sys
719.30
719.30
132098
06118/2009
009097
FULL COMPASS SYSTEMS
sound equip/supplies: Theater
11,071.56
sound equip/supplies: Theater
1,225.00
sound equip/supplies: Theater
2,120.00
14,416.56
132099
06/18/2009
011967
FULL VALUE ENTERTAINMENT
sttlmnt:Keenwild 5129,Benson 6/5
115.50
115.50
132100
06118/2009
007279
GAIL MATERIALS INC
mound clay: RRSP
610.00
610.00
132101
06118/2009
001937
GALLS INC
Uniform Patches:Police Volunteers
49.69
Uniform Patches:Police Volunteers
4.00
SpotlightsfWhistles: Police
130.40
184.09
132102
0611812009
001937
GALLS INC
vehicle supplies: Fire
57.52
57.52
132103
06118/2009
011376
GENEVA SCIENTIFIC INC
pet waste bags: TCSD parks
1,607.50
1,607.50
132104
0611812009
009608
GOLDEN VALLEY MUSIC
sttlmnt: Classics at the Merc 5109
1,081.50
1,081.50
SOCIETY
132105
06118/2009
011883
GOOGLE INC.
google earth renewal: Info Sys
1,600.00
1,600.00
132106
06/1812009
003792
GRAINGER
circuit breaker finder: Stn 84
74.83
lock shield cartridge: Stn 84
94.62
dual cartridge applicator: Stn 84
103.25
272.70
132107
06118/2009
004053
HABITAT WEST INC
weed abatement:Long Cyn Basin
2,016.00
2,016.00
Page:3
apChkLst
Final Check List
Page: 4
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132108
0611812009
008081
HALL & FOREMAN INC
3128-511 cnslt svc: Library parking
1,027.25
1,027.25
132109
06118/2009
001135
HEALTH POINTE MEDICAL
pre-employment physicals: HR
25.00
GROUP INC
pre-employment physicals: HR
336.00
361.00
132110
0611812009
010210
HOME DEPOT SUPPLY INC, THE
misctools/equip: TCSD
1,975.78
misc tools/equip: TCSD
944.28
2,920.06
132111
06118/2009
003198
HOME DEPOT, THE
misc supplies: Children's Museum
16.30
16.30
132112
0611812009
001517
HORIZON HEALTH
Jun employee assistance pgrm:HR
858.00
858.00
132113
0611812009
004217
HYDRO TEK COMPANY
graffiti removal supplies:PW Maint
784.23
784.23
132114
06118/2009
009135
IMPACT MARKETING & DESIGN
usher uniforms: Theater
238.86
238.86
INC
132115
0611812009
004833
IMPERIAL PAVING COMPANY INC
asphalt maint: Ynez/Co Ctr Dr
19,457.00
19,457.00
132116
06118/2009
005579
INLAND EMPIRE PROPERTY
mowing svcs:Front St Park/Ride
3,200.00
3,200.00
132117
0611812009
006914
INNOVATIVE DOCUMENT
fax machine supplies: Cntrl Svcs
588.34
588.34
SOLUTIONS
132118
06118/2009
003296
INTL CODE COUNCIL
'09 publications: Fire Marshal
1,223.62
1,223.62
132119
06118/2009
003266
IRON MOUNTAIN OFFSITE
May backup tape storage:CC11S
374.94
374.94
132120
06118/2009
011841
JOE RHODES MAINTENANCE
fuel station maint: Stn 92
1,923.83
1,923.83
132121
06118/2009
000820
K R W & ASSOCIATES
1215-5113 eng pin ck svc:PW LnDv
2,475.00
2,475.00
132122
0611812009
001091
KEYSER MARSTON ASSOCIATES
May cnslt svcs:RDA Real Estate
1,118.75
INC
May cnslt svcs: RDA Housing
8,885.47
10,004.22
132123
0611812009
007188
LAERDAL MEDICAL CORP.
CPR supplies: Paramedics
1,313.65
1,313.65
132124
0611812009
003605
LAKE ELSINORE STORM
Storm tickets:Team Pace 6127
208.00
208.00
Page-.4
apChkLst
Final Check List
Page: 5
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132125
06118/2009
002863
LAWSON PRODUCTS INC
misc supplies: PW Maint
416.24
416.24
132126
06118/2009
000482
LEIGHTON CONSULTING INC
Apr geotech svc: Old Town
2,133.82
Apr geotech svc: Old Town parking
26,914.00
Apr geotech svcs: TCC Expansion
1,464.00
30,511.82
132127
06118/2009
009388
LETS GET PERSONAL
uniform shirts: PW
724.78
724.78
132128
06118/2009
003726
LIFE ASSIST INC
medical supplies: Paramedics
152.85
medical supplies: Paramedics
916.49
medical supplies: Paramedics
443.45
medical supplies: Paramedics
1,173.22
medical supplies: Paramedics
60.62
2,746.63
132129
0611812009
004998
LINFIELD SCHOOL
refund:sec dep:picnic:rrsp
150.00
150.00
132130
06118/2009
004813
M & J PAUL ENTERPRISES INC
bouncer rental:High Hopes 3113
145.00
145.00
132131
0611812009
003782
MAIN STREET SIGNS
street sign: Verdadero Place
54.38
54.38
132132
0611812009
000217
MARGARITA OFFICIALS ASSN
May officiating secs: sports pgrm
4,270.00
4,270.00
132133
06118/2009
006571
MELODY'S AD WORKS INC.
Jun marketing/promo svcs:Old Town
4,000.00
4,000.00
132134
0611812009
007210
MIDORI GARDENS
May landscape svcs: TCSD Parks
70,105.00
tree install:Long Cyn Creek park
1,404.20
71,509.20
132135
0611812009
004951
MIKE'S PRECISION WELDING
welding parts: Info Sys
85.00
85.00
INC.
132136
0611812009
012580
MINUTEMAN PRESS
business cards: PR/TH/EJ/BL
254.16
254.16
132137
06/1812009
005887
MOFFATT & NICHOL ENGINEER
S Apr Eng Svcs: French Vlly Pkwy
26,188.24
26,188.24
132138
06118/2009
012923
MOHEIT, MIKE
refund:rm rental:library
48.00
48.00
132139
06118/2009
000883
MONTELEONE EXCAVATING
replace storm drain:Mgita/Rnch Vsta
123,618.18
erosion control: Date Street
3,163.00
replace storm drain:Marg/Rch Vista
24,035.00
150,816.18
132140
0611812009
003135
MOORE WALLACE
Gang Field Interview Cards:Pd
1,017.90
Parking Citations: Police
1,837.45
2,855.35
Pagea
apChkLst
Final Check List
Page: 6
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132141
0611812009
012190
MURPHY, REINA
refund:toddler swim lessons
40.00
40.00
132142
06118/2009
007564
MURRAYS HOTEL &
Ice machine: TCC
2,439.00
2,439.00
RESTAURANT
132143
06118/2009
002925
NAPA AUTO PARTS
Auto parts & misc supplies: Medics
40.66
40.66
132144
06118/2009
004199
NORTH COUNTY PUMP SERVICE
Irrigation repair:crowne hill
1,305.00
1,305.00
132145
06118/2009
002139
NORTH COUNTY TIMES
May advertisin g:th eater
550.97
550.97
132146
06118/2009
002292
OASIS VENDING
Coffee/Kitchen Supplies:City Hall
291.11
291.11
132147
06118/2009
010167
ODYSSEY POWER
FY 09-10 service/maint plan:I.S.
21,776.20
21,776.20
CORPORATION
132148
0611812009
002105
OLD TOWN TIRE & SERVICE
City Vehicle Maint Svcs:Code Enf.
537.78
537.78
132149
06118/2009
007959
ONEIL SOFTWARE INC
Software license renewal:info sys
665.63
Sales Tax
27.94
Computer equip & supplies:info sys
3,346.09
4,039.66
132150
0611812009
001171
ORIENTAL TRADING COMPANY
Misc supplies:emp recognition lunch
167.82
INC
Misc supplies:day camp pgrm
869.68
1,037.50
132151
06118/2009
009796
PERVO PAINT COMPANY
Misc supplies:pw traffic div
1,136.44
Misc supplies:pw traffic div
3,694.51
4,830.95
132152
06118/2009
001999
PITNEY BOWES
Software xx739:postage rate change 5/11
342.57
Software xx585:postage rate change
342.57
685.14
132153
06118/2009
012924
PIZZARO, LEON
refund:boss of you...woman bk
15.95
15.95
132154
06118/2009
006653
PLAYPOWER LT FARMINGTON
Equip parts:rrsp playground equip
411.31
411.31
132155
06118/2009
011009
QUALITY FOAM PACKAGING INC
Medical Supplies: Paramedic Pgrm
219.13
219.13
132156
0611812009
002612
RADIO SHACK INC
Hardware supplies:info sys
70.47
70.47
Page.6
apChkLst
Final Check List
Page: 7
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132157
06118/2009
000262
RANCHO CALIF WATER DISTRICT
May:water meter:calle elenita SS-2
72.76
June:var water meters:tcsd
4,949.09
June:var water meters:rda
6.85
June:var water meters:eng
14.16
June:var water meters:eng
148.32
5,191.18
132158
0611812009
002654
RANCHO FORD LINCOLN
City vehicle maint:Fire
373.59
MERCURY
City vehicle maint: Fire
409.78
City vehicle maint: Fire
95.03
City vehicle maint: Fire
85.62
964.02
132159
0611812009
000907
RANCHO TEMECULA CAR WASH
May City veh. detailing srvcs:var.depts.
168.00
168.00
132160
06118/2009
000271
RBF CONSULTING
Apr eng srvcs: 1-1 51SR-79 Ult. Intrchng
20,197.16
20,197.16
132161
0611812009
007122
REDHAWK COMMUNTIES, INC.
refund:overpaymnt st lite energy fees
340.00
340.00
132162
06118/2009
004584
REGENCY LIGHTING
Misc electrical supplies:library
203.04
Misc electric supplies:var park sites
501.25
704.29
132163
06118/2009
003591
RENES COMMERCIAL
Weed control: citywide r-o-w's
3,750.00
3,750.00
MANAGEMENT
132164
0611812009
002110
RENTAL SERVICE
Equip rental: PW Maintenance
137.03
CORPORATION
Equip rental: PW Maintenance
11.70
Equip rental: PW Maintenance
21.40
170.13
132165
06118/2009
005807
RESOURCE STRATEGIES INC
Digital aerial image:gis
7,395.00
7,395.00
132166
0611812009
000352
RIVERSIDE CO ASSESSOR
Apr-May assessor maps: B&S Dept.
27.00
27.00
132167
06118/2009
000353
RIVERSIDE CO AUDITOR
Apr'09 parking citation assessments
12,043.00
12,043.00
132168
0611812009
012925
RIVERSIDE CO. DISTRICT ATTY.,
refund:sec dep:amphitheater
150.00
150.00
REVOLVING FUND WEST. DIV.
132169
06118/2009
000873
ROBERTS, RONALD H.
Reimb:NLC TIS comm mtg FL 5127-31
162.03
162.03
132170
06118/2009
012917
ROYAL STREET
refund:appl withdrawn:PA08-0231
317.90
317.90
COMMUNICATIONS
132171
06118/2009
000277
S & S ARTS & CRAFTS INC
Misc supplies:day camp
99.18
99.18
Page:?
apChkLst Final Check List Page: 8
0611812009 10:52:38AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
132172 0611812009 009980 SANBORN, GWYN
(Continued)
Description Amount Paid
Country @ the Merc 616109 471.00
Check Total
471.00
132173 06118/2009
010089
SECURITAS SECURITY SRVCS
May Security Srvcs:Harveston Lake
3,307.50
3,307.50
USA
132174 0611812009
009213
SHERRY BERRY MUSIC
Jazz @ the Merc 614109
157.50
157.50
132175 06118/2009
009746
SIGNS BY TOMORROW
Public sign postinglpa08-0149: Planning
297.00
Public sign posting/pa08-0244: Planning
297.00
Public sign postinglpa09-0124: Planning
148.50
Public sign postinglpa08-0004: Planning
297.00
1,039.50
132176 0611812009
003002
SMOOTHILL SPORTS
Misc equip: Skate Park pgrm
1,413.70
1,413.70
DISTRIBUTORS
132177 06118/2009
000537
SO CALIF EDISON
June:2-26-887-0789 various mtrs
1,590.48
June:2-31-419-2659:26706 ynez
74.87
June:2-29-974-7568 Ynez Rd TC-1
108.07
May:2-01-202-7603 arterial st lights
27,087.34
June:2-00-397-5059 var mtrs tcsd
8,806.74
May:2-05-791-8807 var mtrs tcsd
9,178.45
May:2-02-351-5281 CRC
4,875.70
May: 2-30-608-9384:28582 harveston
435.30
May:2-10-331-2153 TCC
957.09
May:2-20-798-3248 C. Museum
936.75
June:2-28-171-2620 police mall stn
928.49
54,979.28
132178 0611812009
012795
SODEXO SERVICES INC
615-8 supplies:mpsc sr nutrition pgrm
265.00
5129-611 supplies:mpsc sr nutrition pgrm
320.00
585.00
132179 0611812009
002503
SOUTH COAST AIR QUALITY
FY 08-09 AQMD fee:Fire Stn 84
146.90
FY 08109 AQMD fee:FOC
146.90
FY 08109 AQMD fee:CRC
146.90
FY 08109 AQMD fee:Library
146.90
FY 08109 AQMD fee:City Hall
146.90
734.50
132180 06118/2009
000519
SOUTH COUNTY PEST CONTROL
Pest control srvcs:Spyglass Lane
84.00
INC
Jun pest control srvcs:var parks
493.00
Pest control srvcs:meadows park
84.00
Pest control srvcs:pauba ridge park
84.00
745.00
132181 06/18/2009
002366
STEAM SUPERIOR CARPET
Carpet Cleaning: Stn 73
225.00
225.00
CLEANING
132182 0611812009
001505
STEFFEN, SUE
reimb:Mayor's recogn supplies
220.61
220.61
Page:B
apChkLst
Final Check List
Page: 9
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132183
0611812009
006145
STENO SOLUTIONS
May transcription srvcs:police dept
227.04
227.04
TRANSCRIPTION
132184
0611812009
003599
T Y LIN INTERNATIONAL
414109-511109 Srvcs:W.Bypass Bridge
58,293.94
58,293.94
132185
06118/2009
012211
T.V.G.A.
refund:sec dep:rm rental:crc
150.00
150.00
132186
06118/2009
000305
TARGET BANK BUS CARD SRVCS
Misc. supplies: childrens museum
104.83
Make-up:Every 15 Min Pgrm
46.52
Misc. office supplies:day camp pgrm
358.90
510.25
132187
06118/2009
009500
TEMEC ELECTRONICS, INC
electrical supplies: children's museum
9.70
9.70
132188
06118/2009
010679
TEMECULA AUTO
City vehicle repair & maint: B&S Dept.
540.75
540.75
REPAIR/RADIATOR
132189
0611812009
001035
TEMECULA ENVIRONMENTAL
Jan-Jun '09 trash hauling services
2,785,031.04
credit:Jan-Jun '09 trash hauling
-351,742.75
2,433,288.29
132190
0611812009
010046
TEMECULA VALLEY
Apr'09 Bus. Imprv District Asmnts
42,047.29
42,047.29
CONVENTION &
132191
06118/2009
000919
TEMECULA VALLEY UNIFIED
FY 08109 TVUSD field renovation agrmnt
21,000.00
21,000.00
SCHOOL
132192
0611812009
003941
TEMECULA WINNELSON
Misc plumbing supplies:var parks
87.65
COMPANY
Misc plumbing supplies:var parks
277.67
365.32
132193
06118/2009
005994
TERRY'S VILLAGE
Misc rec supplies:4th of July event
347.52
347.52
132194
06118/2009
002452
TOP LINE INDUSTRIAL
Equip repair & maint:pw maint
68.86
68.86
132195
06118/2009
004308
TOWNE & COUNTRY AUTO &
Auto towing srvcs:temecula police
315.00
315.00
TOWING
132196
06118/2009
003031
TRAFFIC CONTROL SERVICE INC
Street traffic materials: PW Maint
6,310.93
6,310.93
132197
06118/2009
012367
TRI STATE HOSPITAL SUPPLY
Medical Supplies: Medics
339.00
339.00
CORP
132198
06118/2009
010276
TW TELECOM
June:high speed internet:fs#92
44.95
44.95
Page9
apChkLst
Final Check List
Page: 10
06118/2009
10:52:38AM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132199
06118/2009
007766
UNDERGROUND SERVICE ALERT
May undrgrnd svcs alert tickets:PW
159.00
159.00
132200
06118/2009
002065
UNISOURCE
Paper supplies:central services
2,233.32
2,233.32
132201
06118/2009
008517
UNITED SITE SERVICES OF
5121-6117109 fence rental:Main St Bridge
26.64
26.64
CA,INC
132202
06118/2009
004261
VERIZON
June:xxx-0073 general usage
262.23
June:xxx-5473 Moraga Rd
35.04
June:xxx-8573 general usage
35.04
June:xxx-4723 Police Storefront
36.16
June:xxx-3143 PD Overland ofc
45.94
June:xxx-0682 civic ctr camera
91.88
June:xxx-2372 wlf crk irrg cntrl
35.04
June:xxx-6812 General usage
87.93
June:xxx-7562 irrig controller
36.98
June:xxx-3910 1st St irrig
38.10
June:xxx-1941 PTA CD TTACSD
70.34
June:xxx-1341 Theater
434.09
1,208.77
132203
06118/2009
004848
VERIZON SELECT SERVICES INC
June:long distance phone Svcs
877.08
877.08
132204
06118/2009
009101
VISION ONE INC
May Ticketing Software License:Theater
1,042.80
1,042.80
132205
0611812009
012690
VIZIONS WEST INC
release retention:Armada Place
1,821.00
132206
0611812009
001342
WAXIE SANITARY SUPPLY INC
Misc custodial supplies:city hall
271.27
132207
0611812009
008530
WITMER ASSOCIATES INC
small tools & equip:Fire
27.96
132208
0611812009
011369
YOCAHER
Skateboard kits:cultural arts pgrm
1,309.24
132209
06/1812009
000348
ZIGLER, GAIL
reimb:raffle prizes/Team PACE luau 717
2,015.00
reimb:raffle prizes for Aglow/Park 7110
406.69
Grand total for UNION BANK
OF CALIFORNIA:
1,821.00
271.27
27.96
1,309.24
2,421.69
6,559,042.18
Page:10
apChkLst Final Check List Page: 11
0611812009 10:52:38AM CITY OF TEMECULA
150 checks in this report.
Grand Total All Checks:
6,559,042.18
Page:11
apChkLst
Final Check List
Page: 1
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
Check #
Date
Vendor
Description
Amount Paid
Check Total
1274
06/23/2009
005460
U S BANK
Reimburse TABS:Civic Center
806,708.41
806,708.41
1275
06125/2009
001065
NATIONWIDE RETIREMENT
Nationwide Retirement Payment
16,019.27
16,019.27
SOLUTION
1276
06125/2009
000246
PERS (EMPLOYEES'
PERS ER Paid Member Contr Payment
126,021.19
126,021.19
RETIREMENT)
1277
06125/2009
000389
NATIONWIDE RETIREMENT
OBRA- Project Retirement Payment
4,777.60
4,777.60
SOLUTION
1278
06125/2009
010349
CALIF DEPT OF CHILD SUPPORT
Support Payment
578.84
578.84
1279
06125/2009
000283
INSTATAX(IRS)
Federal Income Taxes Payment
158,752.52
158,752.52
1280
06125/2009
000444
INSTATAX (EDD)
State Disability Ins Payment
46,452.11
46,452.11
132210
06125/2009
001700
A PLUS TEACHING MATERIALS
recreation supplies:tiny tot pgrm
166.69
166.69
132211
0612512009
004180
ADVISORS MARKETING GROUP,
promo beach balls: TCSD Expo
381.30
THE
promo supplies:volunteer recog pgrm
3,379.27
3,760.57
132212
0612512009
010904
AFECO INC
equip maint: Stn 12
600.00
600.00
132213
0612512009
009033
ALLEN, STEVEN L.
photography svcs:TCSD Expo
300.00
300.00
132214
06125/2009
000102
AMERICAN FENCE COMPANY
Temp Fencing:Redhawk Dog Park
974.00
974.00
132215
06125/2009
000101
APPLE ONE INC
temp help ppe 616109: Ortiz, V
497.00
497.00
132216
06125/2009
003203
ARTISTIC EMBROIDERY
promo items: Econ Dev
796.05
796.05
132217
0612512009
011775
ASSN OF COMMERCIAL REAL
09110 ACRE-IE mbrshp: City
150.00
150.00
ESTATE
132218
06/2512009
011961
AT&T MOBILITY
June:346514070 cell phone usage
102.30
102.30
132219
0612512009
012834
AUDIO ADDICTION INC
Handsfree Speaker Install: Fire
248.79
248.79
Page:1
apChkLst
Final Check List
Page: 2
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132220
06125/2009
004205
BALLET FOLKLORICO
TCSD Instructor Earnings
105.00
TCSD Instructor Earnings
192.50
TCSD Instructor Earnings
192.50
TCSD Instructor Earnings
157.50
TCSD Instructor Earnings
245.00
892.50
132221
06/25/2009
011007
BARNETT, KIRK
reimb:lights/metal Squad 84 repair
50.57
50.57
132222
06125/2009
003466
BASKETS & BALLOONS TOO!
Balloon Decorations: Tcsd Expo
619.88
promo baskets: Econ Dev
141.38
761.26
132223
06125/2009
012946
BIOCOM SAN DIEGO
'09 new mb:AA, TM, GW, CD
1,200.00
1,200.00
132224
06125/2009
012583
BLANCA Y PRICE
Jun Landscape Pin Ck Svcs:Planning
2,805.00
2,805.00
132225
06/25/2009
008286
BRASGA, CAZI
Employee Computer Loan Pgrm
1,863.16
1,863.16
132226
06125/2009
002208
BUSINESS PRESS, THE
newspaper subscr 1109-1/11
59.00
59.00
132227
06125/2009
012929
CALIF AVOCADO COMMISSION
refund:sec dep:rm rental:tcc
150.00
150.00
132228
06125/2009
006614
CALIF CITY MANAGEMENT
09110 CCMF mbrshp:Nelson, Shawn
400.00
400.00
132229
06125/2009
000413
CALIF DEPT OF FISH & GAME
environ docs:S.Gertrudis Crk Bridge
75.00
75.00
132230
06125/2009
010939
CALIF DEPT OF INDUSTRIAL
elevator inspection: TV Museum
105.00
105.00
132231
06125/2009
005116
CALIF DEPT OF STATE
09/10 city tax pymt confirmation
100.00
100.00
CONTROLLER
132232
06125/2009
004566
CALIF DEPT OF TOXIC
verification fee:EPA ID CAL000212813
22.50
22.50
SUBSTANCES
132233
06125/2009
012825
CALIFORNIA PROFESSIONAL
refund:dupl paymnt:nsf:a/r inv5174
35.00
35.00
FLOOR
132234
06125/2009
004971
CANON FINANCIAL SERVICES,
Jun copier leases: City Facilities
4,744.84
4,744.84
INC
132235
06125/2009
012588
CBS RADIO INC
radio advertising: Theater events
250.00
250.00
Paget
apChkLst
Final Check List
Page: 3
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132236
06125/2009
005829
CHABAD OF TEMECULA VALLEY
refund:rm rental:library
90.00
90.00
132237
06125/2009
012930
CHARITY FOR CHARITY
refund:sec dep:rm rental:crc
150.00
150.00
132238
06125/2009
004609
CINTAS DOCUMENT
Mar doc purge svc: City Hall
1,078.00
1,078.00
MANAGEMENT
132239
06/25/2009
008594
COMMUNITY BANK
Escrow# 1202:AII American Asphalt
117,526.63
117,526.63
132240
06125/2009
004405
COMMUNITY HEALTH CHARITIES
Community Health Charities Payment
116.00
116.00
132241
06125/2009
002756
COMPLETE EMBROIDERY
shirts/ caps screen printing: Police
445.88
445.88
DESIGNS
132242
06125/2009
000447
COMTRONIX OF HEMET
Radio Equip: Stn 84
486.98
486.98
132243
06125/2009
006303
CONDUIT NETWORKS, INC
May Network Cnslting Svc: Library
503.75
Misc computer supplies: Info Sys
1,522.51
Misc computer supplies: Info Sys
60.00
Hard drive/server equip: Info Sys
7,597.28
June Network Cnslting Svc: Library
650.00
PDA/printer batteries: Police
201.13
10,534.67
132244
06125/2009
012353
CONSTRUCTION TESTING
May geotech Svcs: Civic Center
32,041.00
32,041.00
132245
06125/2009
011868
CONVALIAN PRODUCTIONS
entertainment:summer concert 712
1,500.00
1,500.00
132246
06/25/2009
004329
COSTCO WHOLESALE CORP
water supplies: Fire
178.56
178.56
132247
06125/2009
012940
CRAWFORD, LILLIAN
sttlmnt: Gospel @ Merc 6113
220.50
220.50
132248
06125/2009
009524
CREATIVE HANDS ART SCHOOL
TCSD instructor earnings
532.00
TCSD instructor earnings
598.50
1,130.50
132249
06125/2009
012600
DAVID EVANS & ASSOCIATES
May eng Svcs: Liefer Rd
5,811.00
INC
May eng svcs: Nicolas Valley
4,209.25
10,020.25
132250
06125/2009
003962
DAVID NEAULT ASSOCIATES INC
May Idscp insp svc:Pechanga Pkwy
10,632.50
10,632.50
132251
06125/2009
012931
DE ROCHE, SUSAN
refund:sec dep:rm rental:crc
150.00
150.00
Page:3
apChkLst Final Check List Page: 4
06125/2009 2:58:40PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
132252 0612512009 012932 DEMOCRACTIC CLUB
(Continued)
Description Amount Paid
refund:alcohol sec dep:kitchen:tcc 400.00
Check Total
400.00
132253
06125/2009
003945
DIAMOND ENVIRONMENTAL
Jun Restroom Rentals: Riverton Pk
55.88
SRVCS
Jun Restroom Rentals:Lng Cyn Pk
55.88
Jun Restroom Rentals:Veterans Pk
55.88
Jun Restroom Rentals:Vail Rnch Pk
55.88
Jun Restroom Rentals:Redhawk Pk
55.88
279.40
132254
06125/2009
004192
DOWNS COMMERCIAL FUELING
Fuel for City vehicles: PW CIP
158.10
INC
Fuel for City vehicles: PW Lnd Dv
452.38
Fuel for City vehicles: PW Traffic
43.45
Fuel for City vehicles: PW Maint
857.76
Fuel for City vehicles: TCSD
1,929.16
Fuel for City vehicles: TCSD
42.42
Fuel for City vehicles: Police
71.19
Fuel for City vehicles: B&S
279.68
Fuel for City vehicles: Pln/Code Enf
284.86
4,119.00
132255
06125/2009
007696
DU RIVAGE, GAYLE A.
entertainment:St Painting Fest
500.00
500.00
132256
06125/2009
009594
DULCHICELLA
entertainment:St Painting Fest
650.00
650.00
132257
06125/2009
001669
DUNN EDWARDS CORPORATION
graffiti removal supplies:PW Maint
2,020.55
2,020.55
132258
06125/2009
011202
E M H SPORTS & FITNESS
TCSD instructor earnings
399.00
TCSD instructor earnings
224.00
623.00
132259
06125/2009
007319
EAGLE ROAD SERVICE & TIRE
back hoe tires: PW Maint
1,290.17
1,290.17
INC
132260
06125/2009
002390
EASTERN MUNICIPAL WATER
June: 190304-02 Seraphina Rd
428.78
428.78
DIST
132261
06125/2009
004068
ECALDRE MANALILI-DE VILLA,
TCSD Instructor Earnings
140.00
AILEEN
TCSD Instructor Earnings
210.00
TCSD Instructor Earnings
42.00
TCSD Instructor Earnings
189.00
TCSD Instructor Earnings
238.00
TCSD Instructor Earnings
252.00
1,071.00
132262
06/25/2009
011203
ENVIRONMENTAL CLEANING
Jun Janitorial Svcs: TCSD Parks
5,315.00
5,315.00
132263
06125/2009
012630
ERICKSON-HALL
May const secs: TCC Expansion
96,303.97
96,303.97
CONSTRUCTION CO
Page-.4
apChkLst
0612512009
2:58:40PM
Final Check List
CITY OF TEMECULA
Page: 5
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132264
06125/2009
001056
EXCEL LANDSCAPE
May Idscp maint: Sports Parks
43,040.00
May Idscp maint: Medians
14,987.00
May Idscp maint: City Facilities
9,685.00
67,712.00
132265
06125/2009
000478
FAST SIGNS
exhibit signage: TV Museum
98.58
98.58
132266
06125/2009
012913
FASTAIRE HAND DRYERS
restroom hand dryer:Sam Hicks Park
87.56
87.56
132267
06/25/2009
010804
FEHR & PEERS ASSOCIATES
May cnslt svcs:Old Town parking
110.00
110.00
132268
06125/2009
007871
FIORENZA, KAREN
refund:Iost library book returned
14.98
14.98
132269
06125/2009
011922
FIRST AMERICAN CORELOGIC
09110 web dbase subscr: B&S
2,400.00
INC
May online property docs: B&S
6.00
2,406.00
132270
06125/2009
003347
FIRST BANKCARD CENTER
LUCILLE'S BBQ
SJ refreshments:Council mtg 5112
243.40
ROSAS CANTINA RESTAURANT
SJ refreshments:Council mtg 5/26
108.83
PAYPAL
TT Verisign Payflow Pro Transaction
82.90
RED LION
TT htl:Wm's leadership dv cf Casey,M
121.33
RED LION
TT htl:Wm's leadership dv Waterman,M
121.33
MUNICIPAL MGMT ASSOCIATION
AA MMASC mbrshp:Yates, G
65.00
MUNICIPAL MGMT ASSOCIATION
AA MMASC mbrshp:Adams, A
65.00
MUNICIPAL MGMT ASSOCIATION
AA MMASC mbrshp:Middlecamp, T
65.00
TRUFFLES & LACE TEA
AA Tea w/Mayor mtg 5121
922.06
PARLOUR
THE ATRIUM CAFE
AA refreshments:LAFCO hearing 6/4
8.70
CONFERENCE MANAGER.COM
RJ Conference Call:Waterpark
20.13
CONFERENCE MANAGER.COM
RJ Conference Call:Waterpark
27.79
CONFERENCE MANAGER.COM
RJ Conference Oall:Waterpark
58.24
1,909.71
132271
06125/2009
002982
FRANCHISE TAX BOARD
Support Payment
600.44
600.44
132272
06125/2009
000170
FRANKLIN QUEST COMPANY INC
calendar supplies: PW
60.86
60.86
Pagea
apChkLst
Final Check List
Page: 6
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132273
06125/2009
000173
GENERAL BINDING
lamination supplies:Central Svcs
105.13
CORPORATION
lamination supplies:Central Svcs
761.00
866.13
132274
06125/2009
012933
GIORDANO, CHRISTINA
refund:lost library book returned
15.99
15.99
132275
06125/2009
000177
GLENN IES OFFICE PRODUCTS
Office Supplies: Planning
119.07
INC
Office Supplies: B&S/Code Enf
427.60
Office Supplies: City Clerk
130.76
Office Supplies: City Clerk
559.67
Office Supplies: TCC
82.26
Office Supplies: CRC
195.21
Office Supplies: TCSD/Sports
259.45
Office Supplies: PW CIP/Admin
221.90
Office Supplies: Finance
876.28
Office Supplies: Info Sys
1,237.51
Office Supplies: Fire
1,514.21
5,623.92
132276
06125/2009
012944
GNUSE, GERI & JAMES
Release of Claim No. 08-631
19,062.65
19,062.65
132277
06125/2009
003792
GRAINGER
credit: returned product by Fire
-103.25
hand truck: Stn 84
168.60
65.35
132278
06/25/2009
000186
HANKS HARDWARE INC
Hardware supplies: Fire
2,817.09
Hardware supplies: Info Sys
15.05
Hardware supplies: PBSP/CRC
499.74
Hardware supplies: TCSD Parks
559.92
Hardware supplies: Aquatics
72.50
Hardware supplies: Ch Museum
6.53
Hardware supplies: Ch Museum
154.61
Hardware supplies: Library
238.78
Hardware supplies: MPSC
1.60
Hardware supplies: Theater
7.79
Hardware supplies: Maint Facility
173.62
Hardware supplies: PW Maint
270.52
Hardware supplies: PWTraffic
201.42
Hardware supplies: B&S
313.38
5,332.55
132279
06125/2009
012204
HERITAGE FAMILY MINISTRIES
TCSD Instructor Earnings
714.00
714.00
132280
06125/2009
003198
HOME DEPOT, THE
Hardware supplies: Theater
61.19
61.19
132281
0612512009
012801
HOSKINS, TOD
TCSD Instructor Earnings
120.00
120.00
132282
06125/2009
012911
HUSBAND, SHARLENE MARIE
refund:sec dep:rm rental:crc
150.00
150.00
Page6
apChkLst
Final Check List
Page: 7
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132283
06125/2009
011342
1 A C ENGINEERING INC.
May Const Svc:Murrieta Crk Trail
10,495.40
10,495.40
132284
06125/2009
000194
1 C M A RETIREMENT-PLAN
I C M A Retirement Trust 457 Payment
8,818.59
8,818.59
303355
132285
06125/2009
000863
I P M A
09110 IPMA dues: Yates, Grant
55.00
55.00
132286
06/25/2009
004406
IGOE & COMPANY INC
Jun flex benefit plan pmt
294.00
294.00
132287
06125/2009
011228
INLAND PLANNING AND DESIGN
Mar-May Cnslt Svc: Old Town
5,000.00
5,000.00
INC
132288
06125/2009
009693
INLAND VALLEY CLASSICAL
sttlmnt: Cinderella 6113-6114
4,714.52
4,714.52
BALLET
132289
06125/2009
001186
IRWIN, JOHN
TCSD instructor earnings
98.00
98.00
132290
06125/2009
006302
KIDZ LOVE SOCCER, INC
TCSD instructor earnings
418.60
TCSD instructor earnings
450.80
TCSD instructor earnings
225.40
TCSD instructor earnings
483.00
TCSD instructor earnings
676.20
TCSD instructor earnings
96.60
TCSD instructor earnings
161.00
TCSD instructor earnings
547.40
TCSD instructor earnings
289.80
TCSD instructor earnings
193.20
TCSD instructor earnings
515.20
4,057.20
132291
06/2512009
009336
KOPIE SHOP LLC
decals:'09 Youth Media Arts Fest
309.94
309.94
132292
06125/2009
001085
L N CURTIS & SONS
fire rescue equip/supplies: Stn 73
321.36
321.36
132293
06125/2009
000210
LEAGUE OF CALIF CITIES
'09 LLC Riverside Co dues: City
100.00
100.00
132294
06125/2009
004412
LEANDER, KERRY D.
TCSD instructor earnings
3,325.00
3,325.00
132295
06/25/2009
003726
LIFE ASSIST INC
medical supplies: Paramedics
715.19
medical supplies: Paramedics
372.73
1,087.92
132296
06125/2009
011003
LINE MASTER ENGINEERING INC
thermoplast machine parts: PW
487.27
487.27
Page:?
apChkLst
06125/2009 2:58:40PM
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
132297 0612512009 004141 MAINTEX INC
132298 06/25/2009 004307 MARINE BIOCHEMISTS
132299 06/25/2009 011920 MASTER CONCEPTS LLC
132300 06125/2009 007210 MIDORI GARDENS
132301 06125/2009 001067 MITY LITE INC
132302 06125/2009 001892 MOBILE MODULAR
Final Check List
CITY OF TEMECULA
(Continued)
Description
Misc custodial supplies:city fac's
Custodial supplies/mntc:w.w./c.h.lo.t.
Equipmnt maint/rpr:custodial equipmnt
Equipmnt maintlrpr:custodial equipmnt
Equipmnt maint/rpr:custodial equipmnt
Custodial equip:city hall
Jun water maint srvcs:Harv/Duck Pond
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
Replace trees:crowne hill park 5111
Install Idscp:serena hills park
Replace valves:PBSP 5120109
Install Idscp:veterans park 4121
Valve repair:serena hills park 5119
Ldscp srvcs:harveston lake park 5119
Tables & supplies:childrens museum
troubleshoot/repair hvac:The Pantry
132303 06125/2009 006146 MT SAN JACINTO COMMUNITY Perfomance:Street Painting Festival '09
132304
06125/2009
004522
MULLIGANS FAMILY FUN
Excursion:teen camp pgrm 5114109
CENTER
132305
06125/2009
006077
N T H GENERATION COMPUTING
CommVault backup software:info sys
INC
132306
06125/2009
002925
NAPA AUTO PARTS
Auto parts & supplies: Fire Prevention
Auto parts & supplies: Fire Stn 84
132307
06125/2009
010504
NEXTEL COMMUNICATIONS
Apr 26-May 25 cellular usage/equip
132308
06125/2009
010273
NIXON PEABODY LLP
Mar Legal Srvcs:Roripaugh CFD 03-02
Amount Paid
3,052.18
1,613.65
117.92
208.93
32.50
754.28
4,855.00
731.50
661.50
661.50
864.50
997.50
332.50
1,848.00
1,064.00
140.42
100.19
2,960.00
200.40
265.00
852.00
2,032.00
331.50
500.00
194.85
54,282.86
53.27
251.23
1,100.75
16,300.00
Page: 8
Check Total
5,779.46
4,855.00
7,161.00
4,518.01
2,032.00
331.50
500.00
194.85
54,282.86
304.50
1,100.75
16,300.00
Page:B
apChkLst
Final Check List
Page: 9
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132309
06125/2009
003964
OFFICE DEPOT BUSINESS SVS
Misc office supplies:pd old town
489.34
489.34
DIV
132310
06/2512009
004473
OLD TOWN TEMECULA
Entertainment: Western Days 5115-16
1,400.00
1,400.00
GUNFIGHTERS
132311
06125/2009
002105
OLD TOWN TIRE & SERVICE
City Vehicle Maint Svcs:TCSD
846.85
City Vehicle Maint Svcs:Pw Land Dev
357.48
City Vehicle Maint Svcs:PW CIP
36.57
1,240.90
132312
06125/2009
007959
ONEIL SOFTWARE INC
RS-SQL User Licenses: Info Sys
3,152.00
3,152.00
132313
06125/2009
001171
ORIENTAL TRADING COMPANY
Misc supplies:spring egg hunt
249.29
249.29
INC
132314
06125/2009
012100
OUR NICHOLAS FOUNDATION
Council CSF grant funding
1,000.00
1,000.00
132315
06125/2009
001958
PERS LONG TERM CARE
PERS Long Term Care Payment
377.54
377.54
PROGRAM
132316
06125/2009
002498
PETRA GEOTECHNICAL INC
Mar geotech srvcs:Murr Creek Trails
62.50
May geotech srvcs:Liefer Rd
560.00
Apr geotech srvcs:DePortola pave rehab
3,493.75
4,116.25
132317
06125/2009
000249
PETTY CASH
Petty Cash Reimbursement
384.86
384.86
132318
06125/2009
001999
PITNEY BOWES
postage meter supplies:copy center
961.14
961.14
132319
06125/2009
011660
PLANNET CONSULTING
Feb consult srvcs:Civic Ctr master plan
80.19
80.19
132320
06/25/2009
010338
POOL & ELECTRICAL PRODUCT
S Pool chemicals & supplies:aquatics
138.55
138.55
INC
132321
0612512009
012251
PORTRAIT PRODUCTIONS
TCSD Instructor Earnings
378.00
378.00
132322
06125/2009
012689
POTTY TOTS LLC
TCSD Instructor Earnings
18.20
18.20
132323
06125/2009
002012
R D O EQUIPMENT COMPANY
Equip Repair & Maint:Csd Skip Loader
4,142.74
4,142.74
132324
06125/2009
004029
R J M DESIGN GROUP INC
May design:redhawk parks improv
438.97
438.97
Page9
apChkLst Final Check List Page: 10
06125/2009 2:58:40PM CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
132325
06125/2009
000262
RANCHO CALIF WATER DIS
TRICT June:water meter:30650 pauba
June:water meter:30650 pauba
June:var water meters:tcsd
June:var water meters:crowne hill
June:var water meters:30875 r.vista
132326
06125/2009
012726
RAYFORD, MEELYNDA
TCSD Instructor Earnings
TCSD Instructor Earnings
132327
06125/2009
009725
RAZAVI, MANDIS
TCSD Instructor Earnings
132328
06125/2009
000271
RBF CONSULTING
Apr Consult Srvcs:1-15179s Ult. Intrchg
132329
06125/2009
012942
REFERRAL INSTITUTE SOCAL
refund:dup pmt/bl# 022380
132330
0612512009
004584
REGENCY LIGHTING
misc electrical supplies:t.museum
credit:items returnedNar park sites
electrical supplies:var park sites
electrical supplies:tcc/foc/west wing
132331
06/25/2009
003591
RENES COMMERCIAL
Trash &weed abatement:citywide
MANAGEMENT
132332 06125/2009 002110 RENTAL SERVICE
Equip rental: PW Maintenance
CORPORATION
Equip rental: PW Maintenance
Equip rental: PW Maintenance
132333 06/25/2009 004498 REPUBLIC INTELLIGENT
May Street Light Maint: Citywide
Traffic Signal Repair & Maint: PW 6/10
Traffic Signal Repair & Maint: PW 6/10
Traffic Signal Repair & Maint: PW 6/10
Jun Traffic Signal Repair & Maint: PW
132334 06125/2009 002412 RICHARDS WATSON & GERSHON
Apr 2009 legal services
132335 06125/2009 006483 RICHARDS, TYREOSHA I.
132336 06125/2009 012148 RICHARDSON TECHNOLOGIES
INC
132337 06125/2009 003698 RIVERSIDE CO ECONOMIC
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
HVAC repair:foc
HVAC repair:city hall
Cost/Business ad:team rvsd co 528140
Cost/EnerG ad:team rvsd co 528140
Amount Paid
338.22
14.16
19,726.00
408.71
437.05
154.00
231.00
640.00
2,600.13
35.00
436.52
-28.91
28.91
395.10
3,514.00
Check Total
20,924.14
385.00
640.00
2,600.13
35.00
831.62
3,514.00
19.91
14.63
137.03
1,555.07
5,031.45
4,050.00
6,271.50
312.00
107,902.99
171.57
17,220.02
107,902.99
409.
50
56.
00
28.
00
493.50
264.
00
483.
68
747.68
2,000.
00
500.
00
2,500.00
Page:10
apChkLst
Final Check List
Page: 11
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132338
06125/2009
010777
RIVERSIDE CO EXECUTIVE
Redhawk Sales Tax Sharing
118,853.00
118,853.00
OFFICE
132339
06125/2009
000267
RIVERSIDE CO FIRE
Jan-Mar'09:fire services
493,655.51
493,655.51
DEPARTMENT
132340
06125/2009
001592
RIVERSIDE CO INFO
May radio rental & maint:police/prk
2,151.88
2,151.88
TECHNOLOGY
132341
06125/2009
000406
RIVERSIDE CO SHERIFFS DEPT
May'09 booking fees
1,758.24
1,758.24
132342
06125/2009
000873
ROBERTS, RONALD H.
reimb:APTA Rail Cnf 6114-18 Chicago
194.56
194.56
132343
06125/2009
012939
ROSEVILLE CHRONIC VENTURES
refreshments:fire prev/volunteer staff
283.79
283.79
INC
132344
06125/2009
011884
RUTLAND TOOL & SUPPLY
EOC radio carts supplies:Fire Stn 84
111.70
COMPANY
EOC radio carts supplies:Fire Stn 84
216.73
EOC radio carts supplies:Fire Stn 84
35.88
EOC radio carts supplies:Fire Stn 84
18.07
382.38
132345
06125/2009
000277
S & S ARTS & CRAFTS INC
Misc supplies: Skate Park
277.15
277.15
132346
06125/2009
005329
SAFE ALTERNATIVE FOR
Council CSF grant funding
2,000.00
2,000.00
EVERYONE
132347
06/25/2009
007345
SAN DIEGO STATE U
511109-4/30110 tower lease:info sys
6,029.44
6,029.44
FOUNDATION
132348
0612512009
006815
SAN DIEGO, COUNTY OF
Support Payment
12.50
12.50
132349
06125/2009
009980
SANBORN, GWYN
Country @ the Merc 6113109
297.00
297.00
132350
06125/2009
012928
SCOTT, RANDY
refund:overchg'd light poles
23.00
refund:overchg'd light poles
46.00
69.00
132351
06/25/2009
011511
SCUBA CENTER TEMECULA
TCSD Instructor Earnings
1,008.00
1,008.00
132352
06125/2009
008529
SHERIFF'S CIVIL DIV - CENTRAL
Support Payment
408.38
408.38
132353
06125/2009
008529
SHERIFF'S CIVIL DIV - CENTRAL
Support Payment
400.00
400.00
Page:11
apChkLst
Final Check List
Page: 12
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132354
06125/2009
008529
SHERIFF'S CIVIL DIV -CENTRAL
Support Payment
100.00
100.00
132355
0612512009
009213
SHERRY BERRY MUSIC
Jazz @ the Merc 6111109
472.50
472.50
132356
06125/2009
009746
SIGNS BY TOMORROW
Public sign posting pa08-0287:planning
148.10
Public sign posting pa08-0268:planning
296.20
Public sign posting pa09-0156:planning
297.00
Public sign posting lr09-0004:planning
445.50
Public sign posting pa09-01 01:planning
148.50
Public sign posting pa08-0253:planning
296.20
Public sign posting pa07-0309:planning
296.20
Public sign posting pa06-0204:planning
148.10
2,075.80
132357
06125/2009
000645
SMART & FINAL INC
Misc supplies:day camp pgrm
393.76
Misc supplies:mpsc
224.36
Misc supplies:day camp pgrm
226.81
Misc supplies:high hopes pgrm
199.77
1,044.70
132358
06125/2009
000824
SO CALIF ASSN OF
FY 09110 Agency membership dues
8,726.00
8,726.00
GOVERNMENTS
132359
06125/2009
000537
SO CALIF EDISON
June:2-30-099-3847:29721 ryecrest
73.43
May:2-01-202-7330 various mtrs
76,038.26
June:2-28-331-4847 pauba rd
120.27
June:2-28-397-1315 redhawk pkwy
19.20
June:2-27-560-0625 deerhollow way
2,718.43
June:2-30-296-9522:31035 r.vista
264.47
79,234.06
132360
06125/2009
001212
SO CALIF GAS COMPANY
June:015-575-0195-2:fs#92
108.52
June:055-475-6169-5 PBSP
140.50
249.02
132361
06125/2009
000519
SOUTH COUNTY PEST CONTROL
Pest control srvcs:crowne hill 5129
126.00
126.00
INC
132362
06125/2009
004282
SOUTHWEST TRAFFIC SYSTEMS
Optical detectors: PW traffic
26,677.50
26,677.50
132363
06125/2009
005786
SPRINT
Apr 26-May 25 cellular usage/equip
5,036.44
5,036.44
132364
06125/2009
012934
STEVENSON, JENNIFER
refund:danielle steele bk
27.50
27.50
132365
06125/2009
000465
STRADLEY, MARY KATHLEEN
TCSD Instructor Earnings
436.80
TCSD Instructor Earnings
268.80
TCSD Instructor Earnings
672.00
1,377.60
132366
0612512009
003840
STRONGS PAINTING
Painting srvcs:history museum
11,500.00
11,500.00
Page:12
apChkLst
Final Check List
Page: 13
0612512009
2:58:4
0PM
CITY OF TEMECULA
Bank :
union UNION BANK OF CALIFORNIA (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132367
06125/2009
009061
STURDIVANT, ANGELA P.
TCSD Instructor Earnings
617.40
TCSD Instructor Earnings
240.00
TCSD Instructor Earnings
115.50
972.90
132368
06125/2009
000305
TARGET BANK BUS CARD SRVCS
Misc gym & sports equip:crc
119.88
Misc gym & sports equip:crc
25.55
Misc. office supplies:day camp pgrm
257.72
Misc supplies:summer youth pgrm
482.29
Misc rec supplies:crc
11.95
Misc office supplies: PW Dept
180.68
Misc supplies:crc
282.67
Misc rec supplies:crc
235.52
Misc. office supplies:day camp pgrm
169.82
Misc rec supplies:crc
50.57
Misc. supplies: childrens museum
191.93
2,008.58
132369
06/25/2009
012265
TEMECULA ACE HARDWARE C/O
May Maint Supplies: Fire OATC
161.65
161.65
132370
0612512009
010679
TEMECULA AUTO
Squad maintenance:stn 84
789.56
REPAIRIRADIATOR
City veh repair & maint:fire prevention
1,813.90
2,603.46
132371
06125/2009
004209
TEMECULA SUNRISE ROTARY
Jan-Jun'09 bus bench install & maint:pw
6,000.00
6,000.00
FOUND.
132372
06125/2009
011736
TEMECULA TROPHY INC
Nameplate:A. O'Harra
8.70
Recognition ribbons:high hopes art
104.94
113.64
132373
06125/2009
009194
TEMECULA VALLEY NEWS
Jun advertising:theater
143.20
143.20
132374
06125/2009
011677
TEMECULA VALLEY PEOPLE
Council CSF grant funding
500.00
500.00
132375
06125/2009
004274
TEMECULA VALLEY SECURITY
Replacement keys:park ranger veh
47.31
47.31
CENTR
132376
06125/2009
011164
TERRA MANOR, INC.
refund:sec dep:picnic:rrsp
150.00
150.00
132377
06125/2009
012935
THAI, TIFFANY
refund:swim lessons level 1 5101.116
40.00
40.00
132378
06125/2009
012868
THIRD ALARM FIRE EQUIPMENT
Fire rescue supplies: Paramedics
2,966.27
2,966.27
CO
132379
06125/2009
004124
TRUELINE
BB court resurfacing:pbsp
11,900.00
11,900.00
Page:13
apChkLst
0612512009
2:58:40PM
Final Check List
CITY OF TEMECULA
Page: 14
Bank :
union UNION BANK OF CALIFORNIA
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
132380
06125/2009
010276
TW TELECOM
June:high speed internet:fs#92
117.12
117.12
132381
06125/2009
004981
UNISOURCE SCREENING &
611-15 bckgrnd screenings:hr
44.25
44.25
132382
06125/2009
000325
UNITED WAY
United Way Charities Payment
36.00
36.00
132383
06/25/2009
004794
VALLEY WINDS COMMUNITY
Musicians:Street Painting Festival '09
350.00
350.00
132384
06125/2009
004261
VERIZON
June:xxx-5072 general usage
2,468.31
June:xxx-0074 general usage
300.31
June:xxx-0714 PD Mall Alarm
36.98
June:xxx-2075 general usage
32.94
June:xxx-5275 general usage
25.92
June:xxx-3564 alarm
70.08
June:xxx-6084 general usage
34.03
2,968.57
132385
06125/2009
012015
VERIZON BUSINESS FIOS
June:internet svcs:EOC blu library
439.95
439.95
132386
06125/2009
012936
WALKER, JOSIE
refund:sec dep:rm rental:tcc
150.00
150.00
132387
06125/2009
001881
WATER SAFETY PRODUCTS INC
Misc swim equip:aquatics pgrm
151.75
Misc swim equip:aquatics pgrm
595.64
747.39
132388
06125/2009
003730
WEST COAST ARBORISTS INC
Tree Trimming Srvcs:City Hall
375.00
375.00
132389
06125/2009
000348
ZIGLER, GAIL
ee computer purchase prgm
2,000.00
2,000.00
Grand total for UNION BANK OF CALIFORNIA:
2,697,054.41
Page:14
apChkLst Final Check List Page: 15
06125/2009 2:58:40PM CITY OF TEMECULA
187 checks in this report.
Grand Total All Checks:
2,697,054.41
Page:15
ITEM NO. 4
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Genie Roberts, Director of Finance
DATE: July 14, 2009
SUBJECT: City Treasurer's Report as of May 31, 2009
PREPARED BY: Rudy Graciano, Revenue Manager
RECOMMENDATION: Approve and file the City Treasurer's Report as of May 31, 2009.
BACKGROUND: Government Code Sections 53646 and 41004 require reports to the
City Council regarding the City's investment portfolio, receipts, and disbursements respectively.
Adequate funds will be available to meet budgeted and actual expenditures of the City for the next
six months. Current market values are derived from the Local Agency Investment Fund (LAIF)
reports, Union Bank of California trust and custody statements, and from US Bank trust statements.
Attached is the City Treasurer's Report that provides this information.
The City's investment portfolio is in compliance with the statement of investment policy and
Government Code Sections 53601 and 53635 as of May 31, 2009.
FISCAL IMPACT: None.
ATTACHMENTS: City Treasurer's Report as of May 31, 2009
City of Temecula
City of Temecula, Californ is
43266 Business Park Drive
;I Portfolio Management
Temecula, CA, 92596
My Portfolio Summary
(951)694 6436
May 31, 2009
Par
Market
Book
% of
Days to
YTM
YTM
Investments
Value
Value
Value
Portfolio
Term
Maturity
360 Equiv.
365 Equiv.
Certificates of Deposit - Bank
873,983.53
873,983.53
873,983.53
0.42
1,177
457
5.600
5.678
Managed Pool Accounts
97,537,561.56
97,537,561.56
97,537,561.56
46.48
1
1
1.797
1.822
Letter of Credit
3.00
3.00
3.00
0.00
1
1
0.000
0.000
Local Agency I nvestment Funds
54,603,060.21
54,683,851.05
54,603,060.21
26.02
1
1
2.652
2.689
Fed eral Ag ency Callable Securities
39,000,000.00
39,528,730.00
38,996,937.50
18.58
1,360
996
3.969
4.024
Fed eral Ag ency B ullet Securities
15,849,000.00
16,105,86x.60
15,816,705.33
7.54
643
423
2.104
2.133
Investment Contracts
2,031,468.76
2,031,468.76
2,031,468.76
0.97
6,979
3,014
5.509
5.585
209,895,077.06
210,761,458.50
209,859,719.89
100.00%
374
249
2.498
2.533
Investments
Cash
Passbook/Checking
28,652,385.34
28,652,385.34
28,652,385.34
1
1
0.000
0.000
(not included in yield calculations)
Total Cash and Investments
238,547,462.40
239,413,843.84
238,512,105.23
374
249
2.498
2.533
Current Year
Average Daily Balance
Effective Rate of Return
Reporting period 05/01/2009-05/31/2009
Run Date: 08+23+2009 -18:35
445,053.20 7,169,793.94
220, 902,708.69
2.37%
Portfolio TEME
CID
PM (PRF_PM1) SymRept 6.41.202a
Report Ver. 5.00
City of Temecula, California
Portfolio Management
Portfolio Details - Investments
May 31, 2009
Page 2
Average Purchase Stated YTM YTM Days to Maturity
CUSIP Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date
Certificates of Deposit - Bank
95453518-2 86-12 GENIM2 USBANK 06/12/2007 873,983.53 673,983.53 673,963.53 5.600
Subtotal and Average 873,983.53 873,983.53 873,983.53 873,983.53
5.600 5.676 457 09/01/2010
5.600 5.678 457
Managed Pool
Accounts
122216003-2
CITY COP RE2
104348008-1
01-2 IMP 2
104346006-4
01-2 RESA2
104348016-3
01-2 RESB2
104346000-4
01-2 SPTAX2
94669911-2
03-1 ACQA2
94669921-3
03-1 ACQB3
94669902-3
03-1 BONDS
946699063
03-1 RES A3
94669916-2
03-1 RES B2
94669900-4
03-1 SPTAXI
793593011-2
03-2 ACQ 2
793593009-2
03-2 EMW D 2
793593007-2
03-2IMP2
793593016-4
03-2 LOG 2
793593010-2
03-2 PWADM2
793593006-2
03-2 RES 2
793593000-3
03-2 SPTX2
744727011-2
03-3 ACQ2
744727002-2
03-3 BOND 2
744727007-2
03-3 CITY2
744727009
03-3 EMWD 1
744727006-3
03-3 RES3
744727000-4
03-3 SP TX4
94686001-2
03-4ADMIN2
94686005-1
03-4 PREP1
94686000-1
03-4 RED1
94686006-2
03-4 RES2
786776002-2
03-6 BON D2
786776007-2
03-61MP2
766776006-2
03-6 RES2
786776000-3
03-6 SP TX3
95453510-2
68-12 BON D2
95453518-4
88-12 G14
Run Date: 06/23/2009 - 1835
ASSURED GUARANTY
07/01/2008
1.00
1.00
1.00
1.000
0.986
1.000
1
First American Treasury
12/08/2008
257,163.29
257,163.29
257,163.29
0.540
0.533
0.540
1
First American Treasury
12/06/2006
606.41
608.41
608.41
0.540
0.533
0.540
1
First American Treasury
12/08/2008
290.76
290.76
290.76
0.530
0.523
0.530
1
First American Treasury
12/06/2006
92,550.68
92,550.66
92,550.66
0.540
0.533
0.540
1
First American Treasury
12/08/2008
4,272.65
4,272.65
4,272.65
0.530
0.523
0.530
1
First American Treasury
12/08/2006
15,113.21
15,113.21
15,113.21
0.530
0.523
0.530
1
First American Treasury
12/06/2008
0.34
0.34
0.34
0.540
0.533
0.540
1
First American Treasury
12/08/2008
306.56
306.56
306.56
0.530
0.523
0.530
1
First American Treasury
12/08/2008
468.63
468.63
468.63
0.530
0.523
0.530
1
First American Treasury
12/08/2008
150,493.00
150,493.00
150,493.00
0.530
0.523
0.530
1
First American Treasury
12/08/2008
92,031.76
92,031.76
92,031.76
0.530
0.523
0.530
1
First American Treasury
12/08/2008
4,229.47
4,229.47
4,229.47
0.530
0.523
0.530
1
First American Treasury
12/08/2008
3,442.18
3,442.18
3,442.18
0.530
0.523
0.530
1
First American Treasury
12/08/2006
523.06
523.06
523.06
0.530
0.523
0.530
1
First American Treasury
12/06/2008
2,150.25
2,150.25
2,150.25
0.530
0.523
0.530
1
First American Treasury
12/06/2006
367.56
367.56
367.56
0.530
0.523
0.530
1
First American Treasury
12/08/2008
4.92
4.92
4.92
0.530
0.523
0.530
1
First American Treasury
12/04/2008
147,147.61
147,147.81
147,147.81
0.530
0.523
0.530
1
First American Treasury
12/04/2008
0.51
0.51
0.51
0.530
0.523
0.530
1
First American Treasury
12/04/2008
300.48
300.46
300.48
0.530
0.523
0.530
1
First American Treasury
0.00
0.00
0.00
0.960
0.947
0.960
1
First American Treasury
12/04/2008
102.75
102.75
102.75
0.530
0.523
0.530
1
First American Treasury
12/04/2008
156,815.15
156,815.15
156,815.15
0.530
0.523
0.530
1
First American Treasury
12/04/2008
14,126.65
14,126.65
14,126.65
0.530
0.523
0.530
1
First American Treasury
12/04/2006
4,071.85
4,071.85
4,071.85
0.530
0.523
0.530
1
First American Treasury
12/04/2008
2.52
2.52
2.52
0.530
0.523
0.530
1
First American Treasury
12/04/2008
735.76
735.76
735.76
0.530
0.523
0.530
1
First American Treasury
12/06/2006
0.02
0.02
0.02
0.530
0.523
0.530
1
First American Treasury
12/08/2008
872.18
872.18
872.18
0.530
0.523
0.530
1
First American Treasury
12/06/2006
810.73
610.73
810.73
0.530
0.523
0.530
1
First American Treasury
12/08/2008
27,278.63
27,278.63
27,278.63
0.530
0.523
0.530
1
First American Treasury
12/08/2008
4.75
4.75
4.75
0.530
0.523
0.530
1
First American Treasury
12/08/2008
54,990.87
54,990.87
54,990.87
0.535
0.528
0.535
1
Portfolio TEME
CID
PM (PRF_PM2) SymRept 6.41.202a
Report Ver. 5.00
City of Temecula, California
Portfolio Management
Portfolio Details - Investments
May 31, 2009
Page 3
Average
Purchase
Stated
YTM
YTM
Daysto Maturity
CUSIP
Investment#
Issuer Balance
Date
Par Value
Market Value
Book Value
Rate
360
365 Maturity Date
Managed Pool Accounts
1 2221 60 03-4
CITY COP RE4
First American Treasury
12/06/2006
0.00
0.00
0.00
0.530
0.523
0.530
1
122216006-3
CITY COPCIP2
First American Treasury
12/04/2006
2,576.45
2,576.45
2,576.45
0.000
0.000
1
12221 6 00 0-2
CITY COPLPF2
First American Treasury
12/06/2006
37.11
37.11
37.11
0.530
0.523
0.530
1
9 443 41 6 0-1
RDA 02 INT1
First American Treasury
12/06/2006
17.79
17.79
17.79
0.530
0.523
0.530
1
94434161-2
RDA 02 PRIN2
First American Treasury
12/06/2006
143.96
143.96
143.96
0.530
0.523
0.530
1
107666006-2
RDA 06 CIPA2
First American Treasury
12/06/2006
974.93
974.93
974.93
0.530
0.523
0.530
1
107666000-2
RDA 06A INT2
First American Treasury
12/06/2006
10.27
10.27
10.27
0.530
0.523
0.530
1
1076660163
RDA 06B CIP3
First American Treasury
12/06/2006
6,624.93
6,624.93
6,624.93
0.530
0.523
0.530
1
107666010-2
RDA 06B INT2
First American Treasury
12/06/2006
0.00
0.00
0.00
0.530
0.523
0.530
1
107666016-2
RDA 06B RES2
First American Treasury
12/06/2006
202,299.73
202,299.73
202,299.73
0.530
0.523
0.530
1
107666030-2
RDA 07 CAP12
First American Treasury
12/06/2006
0.00
0.00
0.00
0.530
0.523
0.530
1
107666027-2
RDA 07 ESC2
First American Treasury
12/06/2006
0.00
0.00
0.00
0.530
0.523
0.530
1
107666020-2
RDA 071NT2
First American Treasury
12/06/2006
37.52
37.52
37.52
0.530
0.523
0.530
1
107666026-2
RDA 07 PROJ2
First American Treasury
12/06/2006
16,256.29
16,256.29
16,256.29
0.530
0.523
0.530
1
107666026-2
RDA 07 RES2
First American Treasury
12/06/2006
91.46
91.46
91.46
0.530
0.523
0.530
1
94432360-2
TCSD COP INT
First American Treasury
12/06/2006
0.26
0.26
0.26
0.530
0.523
0.530
1
793593011-1
03-2-1 ACQUI
CA Local Agency Investment Fun
42,540,563.26
42,540,563.26
42,540,563.26
1.622
1.797
1.622
1
793593009-1
03-2-1 EMWD
CA Local Agency Investment Fun
1,545,460.44
1,545,460.44
1,545,460.44
1.622
1.797
1.622
1
793593007-1
03-2-11MPRO
CA Local Agency Investment Fun
1,169,060.54
1,169,060.54
1,169,060.54
1.622
1.797
1.622
1
793593010-1
03-2-1 PW AD
CA Local Agency Investment Fun
532,766.26
532,766.26
532,766.26
1.622
1.797
1.622
1
7935930063
03-2-3 RESER
CA Local Agency Investment Fun
3,567,616.55
3,567,616.55
3,567,616.55
1.622
1.797
1.622
1
12221 6 00 6
CITY COP CIP
CA Local Agency Investment Fun
20,195,276.67
20,195,276.67
20,195,276.67
1.622
1.797
1.622
1
122216003-1
CITY COP RE1
CA Local Agency Investment Fun
613,442.05
613,442.05
613,442.05
1.622
1.797
1.622
1
107666006-1
RDA 06 CIP-1
CA Local Agency Investment Fun
7,226,653.94
7,226,653.94
7,226,653.94
2.046
2.016
2.046
1
107666016-2
RDA 06 CIP-2
CA Local Agency Investment Fun
3,032,757.65
3,032,757.65
3,032,757.65
1.622
1.797
1.622
1
107666030-1
RDA 07 CAP-1
CA Local Agency Investment Fun
0.00
0.00
0.00
2.046
2.016
2.046
1
107666027-1
RDA 07 ESC-1
CA Local Agency Investment Fun
0.00
0.00
0.00
2.046
2.016
2.046
1
107666026-1
RDA 07 PRO-1
CA Local Agency Investment Fun
14,519,963.79
14,519,963.79
14,519,963.79
1.622
1.797
1.622
1
107666026-1
RDA 07 RES-1
CA Local Agency Investment Fun
1,109,203.06
1,109,203.06
1,109,203.06
1.622
1.797
1.622
1
107666006
RDA 06 RES A
MBIA Surety Bond
1.00
1.00
1.00
2.190
2.160
2.190
1
94434166
RDA TABS RES
MBIA Surety Bond
1.00
1.00
1.00
2.190
2.160
2.190
1
Subtotal and Average 98,937,180.29 97,537,561.56 97,537,561.56 97,537,561.56 1.797 1.822 1
Letter of Credit
104346006-1 02006 ASSURANCE CO BOND INSURANCE
793593006-2 02006 Citibank, N.A.
793593006-1 02005 Ohio Savings Bank
Subtotal and Average 3.00
Run Date_ 06/23/2009 -18 35
07/01/2006
1.00
1.00
1.00
0.000
0.000
1
07/01/2006
1.00
1.00
1.00
0.000
0.000
1
07/01/2006
1.00
1.00
1.00
0.000
0.000
1
3.00
3.00
3.00
0.000
0.000
1
Portfollo TEME
CID
PM (PRF_PM2) Sy.Rept 6 41 202a
City of Temecula, California
Portfolio Management
Portfolio Details - Investments
May 31, 2009
Page 4
CUSIP
Investment#
Average
Issuer Balance
Purchase
Date
Par Value
Market Value
Book Value
Stated
Rate
YTM
360
YTM
365
Daysto
Maturity
Maturity
Date
Local Agency Investment Funds
94669911-1
03-1 ACQ A2
CA Local Agency Investment Fun
1,502,060.62
1,502,060.62
1,502,060.62
1.622
1.797
1.622
1
94669921-1
03-1 ACQ B2
CA Local Agency Investment Fun
3,641,033.92
3,641,033.92
3,641,033.92
1.622
1.797
1.622
1
744727011-1
033 ACQ2
CA Local Agency Investment Fun
3,642,620.06
3,642,620.06
3,642,620.06
1.622
1.797
1.622
1
744727007-1
033 CITY 2
CA Local Agency Investment Fun
743,614.67
743,614.67
743,614.67
1.622
1.797
1.622
1
766776007-1
03-6 IMP1
CA Local Agency Investment Fun
514,414.16
514,414.16
514,414.16
1.622
1.797
1.622
1
SYSCITY
CITY
CA Local Agency Investment Fun
19,165,964.02
19,201,026.76
19,165,964.02
2.694
2.654
2.694
1
SYSRDA
RDA
CA Local Agency Investment Fun
11,012,476.39
11,032,626.07
11,012,476.39
2.694
2.654
2.694
1
SYSTCSD
TCSD
CA Local Agency Investment Fun
13,960,654.15
14,006,432.57
13,960,654.15
2.694
2.654
2.694
1
Subtotal and Average 54,603,060.21
54,603,060.21
54,683,851.05
54,603,060.21
2.652
2.689
1
Federal Agency
Callable Securities
3133X4M1
01075
Federal Farm Credit Bank
09/26/2007
1,000,000.00
1,014,360.00
1,000,000.00
5.000
4.932
5.000
1,215
09/26/2012
31331YSC5
01065
Federal Farm Credit Bank
02/06/2006
2,000,000.00
2,009,360.00
2,000,000.00
3.590
3.541
3.590
960
02/06/2012
31331YTS9
01067
Federal Farm Credit Bank
02/14/2006
2,000,000.00
2,043,120.00
2,000,000.00
3.750
3.699
3.750
1,351
02/11/2013
31331YV49
01096
Federal Farm Credit Bank
06/11/2006
2,000,000.00
2,001,660.00
2,000,000.00
4.150
4.093
4.150
1,106
06/11/2012
31331Y2F6
01099
Federal Farm Credit Bank
06/30/2006
2,000,000.00
2,006,260.00
2,000,000.00
4.230
4.172
4.230
759
06/30/2011
31331Y3E6
01103
Federal Farm Credit Bank
07/15/2006
1,000,000.00
1,020,630.00
1,000,000.00
3.950
3.696
3.950
774
07/15/2011
31331Y4G2
01106
Federal Farm Credit Bank
07/26/2006
1,000,000.00
1,004,690.00
1,000,000.00
3.300
3.255
3.300
422
07/26/2010
31331Y4H0
01107
Federal Farm Credit Bank
07/26/2006
1,000,000.00
1,005,000.00
1,000,000.00
3.750
3.699
3.750
767
07/26/2011
31331Y5N6
01112
Federal Farm Credit Bank
06/20/2006
1,000,000.00
1,006,130.00
1,000,000.00
4.250
4.192
4.250
1,176
06/20/2012
31331Y5J5'
01113
Federal Farm Credit Bank
06/21/2006
1,000,000.00
1,007,500.00
1,000,000.00
4.020
3.965
4.020
995
02/21/2012
31331Y5T3
01115
Federal Farm Credit Bank
06/11/2006
1,000,000.00
1,006,560.00
1,000,000.00
4.000
3.945
4.000
601
06/11/2011
31331Y5V6
01117
Federal Farm Credit Bank
06/26/2006
1,000,000.00
1,009,060.00
1,000,000.00
4.400
4.340
4.400
1,547
06/26/2013
31331 GAP4
01122
Federal Farm Credit Bank
09/04/2006
1,000,000.00
1,009,690.00
1,000,000.00
4.250
4.192
4.250
1,191
09/04/2012
3133XLSQ7
01069
Federal Home Loan Bank
07/30/2007
1,000,000.00
1,006,130.00
1,000,000.00
5.650
5.573
5.650
1,155
07/30/2012
3133XM5R6
01073
Federal Home Loan Bank
06/26/2007
1,000,000.00
1,010,630.00
1,000,000.00
5.060
5.011
5.060
616
06/26/2011
3133XM5E7
01074
Federal Home Loan Bank
06/26/2007
1,000,000.00
1,010,940.00
1,000,000.00
5.220
5.135
5.206
1,164
06/26/2012
3133XRSM3
01102
Federal Home Loan Bank
07/23/2006
1,000,000.00
1,034,690.00
1,000,000.00
4.050
3.993
4.049
966
01/23/2012
3133XRTQ3
01104
Federal Home Loan Bank
07/30/2006
1,000,000.00
1,005,310.00
1,000,000.00
4.000
3.946
4.001
1,064
04/30/2012
3133XRVA5
01109
Federal Home Loan Bank
07/30/2006
1,000,000.00
1,036,440.00
1,000,000.00
4.220
4.162
4.220
1,155
07/30/2012
3133XRWE6
01110
Federal Home Loan Bank
06/12/2006
1,000,000.00
1,024,060.00
1,000,000.00
4.125
4.066
4.125
602
06/12/2011
3133XRXX3
01116
Federal Home Loan Bank
06/20/2006
1,000,000.00
1,036,250.00
1,000,000.00
4.070
4.014
4.070
1,176
06/20/2012
3133XRYN4
01116
Federal Home Loan Bank
06/20/2006
1,000,000.00
1,006,560.00
1,000,000.00
3.375
3.329
3.375
445
06/20/2010
3133XRZN3
01119
Federal Home Loan Bank
06/27/2006
1,000,000.00
1,007,610.00
999,750.00
4.000
3.953
4.006
1,001
02/27/2012
3133XS2J6
01120
Federal Home Loan Bank
06/27/2006
1,000,000.00
1,006,560.00
1,000,000.00
3.375
3.329
3.375
452
06/27/2010
3133XS3A4
01121
Federal Home Loan Bank
06/26/2006
1,000,000.00
1,007,500.00
1,000,000.00
3.625
3.559
3.609
637
02/26/2011
3126X7TY0
01095
Federal Home Loan Mtg Corp
06/04/2006
2,000,000.00
2,000,540.00
2,000,000.00
4.000
3.945
4.000
1,099
06/04/2012
3136F9CB7
01066
Federal National Mtg Assn
03/11/2006
2,000,000.00
2,116,260.00
2,000,000.00
4.000
3.945
4.000
1,379
03/11/2013
Portfollo TEME
CID
Run Date_ 06/23/2009 -18 35
PM (PRF_PM2) Sym Rept 6 41 202a
City of Temecula, California
Portfolio Management
Portfolio Details - Investments
May 31, 2009
Page 5
Average Purchase
Stated
YTM
YTM
Daysto
Maturity
CUSIP
Investment#
Issuer
Balance Date
Par Value
Market Value
Book Value
Rate
360
365
Maturity
Date
Federal Agency
Callable Securities
3136F9DP5
01090
Federal National Mtg Assn
03/27/2006
1,000,000.00
1,056,750.00
1,000,000.00
4.000
3.945
4.000
1,395
03/27/2013
3136F9UF6
01097
Federal National Mtg Assn
06/24/2006
1,000,000.00
1,001,660.00
1,000,000.00
3.600
3.551
3.600
571
12/24/2010
3136F9UP6
01096
Federal National Mtg Assn
06/24/2006
1,000,000.00
1,002,190.00
997,167.50
4.000
4.044
4.101
753
06/24/2011
3136F9WV1
01100
Federal National Mtg Assn
07/02/2006
1,000,000.00
1,003,130.00
1,000,000.00
4.000
3.945
4.000
396
07/02/2010
3136F9YW7
01106
Federal National Mtg Assn
06/05/2006
1,000,000.00
1,005,940.00
1,000,000.00
4.000
3.945
4.000
795
06/05/2011
3136FHRX5
99.666
Federal National Mtg Assn
05/21/2009
1,000,000.00
996,660.00
1,000,000.00
2.125
2.096
2.125
1,615
05/21/2014
Subtotal and Average 38,351,776.21
Federal Agency
Bullet Securities
31331 XMQ2
01059
31331YG46
01092
31331Y3P3
01105
31331Y3N6
01111
3133XRRU6
01101
3133XSWM6
01124
3133XTN65
01125
104346006-5
01-2 RESA3
104346016-4
01-2 RESB3
1043460005
01-2 SPTAX3
94669906-4
03-1 RES A4
946699163
03-1 RES B3
946699005
03-1 SPTAX2
7935930165
03-2 LOC 3
744727006-4
033 RES4
7447270005
03-3 SP TX 5
94666000-2
03-4 RED2
94666006-3
03-4 RES3
766776006-3
03-6 RES3
766776000-4
03-6 SP TX4
39,000,000.00 39,528,730.00 38,996,937.50 3.969 4.024 996
Federal Farm Credit Bank
01/26/2007
1,000,000.00
1,042,610.00
1,000,000.00
5.000
4.934
5.002
359
05/26/2010
Federal Farm Credit Bank
04/21/2006
2,000,000.00
2,056,660.00
1,993,700.00
2.630
2.703
2.740
669
04/21/2011
Federal Farm Credit Bank
07/15/2006
1,000,000.00
1,050,000.00
996,140.00
3.500
3.514
3.563
654
10/03/2011
Federal Farm Credit Bank
07/30/2006
1,000,000.00
1,050,000.00
999,000.00
3.625
3.610
3.661
774
07/15/2011
Federal Home
Loan Bank
07/03/2006
1,000,000.00
1,046,750.00
996,570.00
3.625
3.626
3.676
760
07/01/2011
Federal Home
Loan Bank
01/23/2009
1,000,000.00
1,012,190.00
1,000,000.00
2.100
2.071
2.100
966
01/23/2012
Federal Home
Loan Bank
05/07/2009
1,000,000.00
1,000,940.00
1,000,000.00
1.500
1.479
1.500
669
11/07/2011
Federal Home
Loan Mtg Corp
03/03/2009
441,000.00
440,735.40
439,760.51
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
203,000.00
202,676.20
202,436.65
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
162,000.00
161,902.60
161,552.02
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
666,000.00
665,460.40
663,605.27
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
223,100.00
222,966.14
222,463.07
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
231,000.00
230,661.40
230,361.22
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
2,641,000.00
2,639,295.40
2,633,143.65
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
2,176,000.00
2,176,693.20
2,171,977.22
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
220,000.00
219,666.00
219,391.64
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
21,400.00
21,367.16
21,340.62
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
96,000.00
95,942.40
95,734.53
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
336,000.00
337,797.20
337,065.34
0.560
1.107
1.122
91
06/31/2009
Federal Home
Loan Mtg Corp
03/03/2009
26,500.00
26,462.90
26,421.19
0.560
1.107
1.122
91
06/31/2009
Subtotal and Average 15,623,156.94
Investment Contracts
95453516-1 66-12 GEN IM IXIS Funding Corp
95453516-1 66-12 RES 2 IXIS Funding Corp
15,849,000.00 16,105,860.60 15,816,705.33 2.104 2.133 423
07/24/1996 500,000.00 500,000.00 500,000.00 5.430 5.509 5.565 3,014 09/01/2017
07/24/1996 1,531,466.76 1,531,466.76 1,531,466.76 5.430 5.509 5.565 3,014 09/01/2017
Subtotal and Average 2,031,468.76 2,031,468.76 2,031,468.76 2,031,468.76 5.509 5.585 3,014
Portfollo TEME
CID
Run Date_ 06/23/2009 -18 35
PM (PRF_PM2) Sym Rept 6 41 202a
City of Temecula, California
Portfolio Management
Portfolio Details - Investments
May 31, 2009
Page 6
Average Purchase Stated YTM VTM Days to
CUSIP Investment# Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity
Total and Average 220,902,708.69 209,895,077.06 210,761,458.50 209,859,719.89 2.498 2.533 249
Run Date_ 06/23/2009 -18 35
Portfollo TEME
CP
PM (PRF_PM2) Sy.Rept 6 41 202a
City of Temecula, California
Portfolio Management
Portfolio Details - Cash
May 31, 2009
Page 7
Average Purchase
Stated
YTM
YTM
Days to
CUSIP Investment#
Issuer
Balance Date
Par Value
Market Value
Book Value Rate
360
365 Maturity
Retention Escrow Account
SYSAAA#1202 AAA#1202
COMMUNITY BANK
06/29/2006
614,429.03
614,429.03
614,429.03
0.000
0.000
1
4110170261 EDGEDEV
TORRY PINES BANK
11/14/2006
294,055.41
294,055.41
294,055.41
0.000
0.000
1
23303600 PCL CONST
Wells Fargo Bank
01/29/2009
516,169.44
516,169.44
516,169.44
0.000
0.000
1
Passbook/Checking Accounts
SYSPetty Cash Petty Cash
City of Temecula
07/01/2006
2,610.00
2,610.00
2,610.00
0.000
0.000
1
SYSFIex Ck Acct Flex Ck Acct
Union Bank of California
07/01/2006
13,026.03
13,026.03
13,026.03
0.000
0.000
1
SYSGen Ck Acct Gen Ck Acct
Union Bank of California
07/01/2006
27,195,617.43
27,195,617.43
27,195,617.43
0.000
0.000
1
SYSParking Ck PARKING CITA
Union Bank of California
07/01/2006
14,076.00
14,076.00
14,076.00
0.000
0.000
1
Average Balance 0.00
1
Total Cash and Investments 220,902,708.69
238,547,462.40 239,413,843.84 238,512,105.23
2.498 2.533 249
Run Date_ 06/23/2009 18 35
Portfollo TEME
CID
PM (PRF_PM2) Sy.Rept 6 41 202a
Cash and Investments Report
CITY OF TEMECULA
As of May 31, 2009
Fund Total
001
GENERAL FUND
$ 52,810,795.75
100
STATE GAS TAX FUND
135.41
101
STATE TRANSPORTATION FUND
216,865.93
120
DEVELOPMENT IMPACT FUND
5,665,800.53
150
AB 2766 FUND
534,235.43
165
RDA AFFORDABLE HOUSING 20% SET ASIDE
12,485,604.15
170
MEASURE A FUND
9,042,166.18
190
TEMECULA COMMUNITY SERVICES DISTRICT
1,188,937.52
192
TCSD SERVICE LEVEL "B" STREET LIGHTS
214,371.58
193
TCSD SERVICE LEVEL"C" LANDSCAPE/SLOPE
973,309.82
194
TCSD SERVICE LEVEL "D"
2,591,482.70
195
TCSD SERVICE LEVEL "R" STREET/ROAD
38,882.94
196
TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
254,997.54
197
TEMECULA LIBRARY FUND
2,343,972.86
210
CAPITAL IMPROVEMENT PROJECT FUND
37,378,749.13
272
CFD 01-2 HARVESTON A&B IMPROVEMENT
257,163.29
273
CFD 03-1 CROWNE HILL IMPROVEMENT FUND
5,362,500.40
275
CFD 03-3 WOLF CREEK IMPROVEMENT FUND
4,733,683.24
276
CFD 03-6 HARVESTON 2 IMPROVEMENT FUND
515,286.34
277
CFD-RORIPAUGH
45,374,787.65
280
REDEVELOPMENT AGENCY - CIP PROJECT
11,970,247.79
300
INSURANCE FUND
1,238,160.98
310
VEHICLES FUND
836,032.75
320
INFORMATION SYSTEMS
695,060.18
330
SUPPORT SERVICES
324,152.57
340
FACILITIES
84,368.12
370
CITY 2008 COP'S DEBT SERVICE
853,384.02
375
SUMMER YOUTH EMPLOYMENT PROGRAM
15,878.72
380
RDA DEBT SERVICE FUND
20,487,868.84
390
TCSD 2001 COP'S DEBT SERVICE
15,446.27
460
CFD 88-12 DEBT SERVICE FUND
4,794,320.68
472
CFD 01-2 HARVESTON A&B DEBT SERVICE
1,429,968.39
473
CFD 03-1 CROWNE HILL DEBT SERVICE FUND
2,021,104.99
474
AD 03-4 JOHN WARNER ROAD DEBT SERVICE
176,282.27
475
CFD 03-3 WOLF CREEK DEBT SERVICE FUND
3,936,920.67
476
CFD 03-6 HARVESTON 2 DEBT SERVICE FUND
593,984.91
477
CFD 03-02 RORIPAUGH DEBT SERVICE FUND
7,869,552.72
700
CERBT CALIFORNIA EE RETIREE-GASB45
2,237,424.64
Total:
241, 563, 887.90
Less:
*CERBT CALIFORNIA EE RETIREE-GASB45
(2,150,044.06)
Grand Total:
$ 239,413,843.84
* These investments are in an irrevocable trust with CalPers and are only available
to finance retiree health care. These monies are not available for general City
operations/capital projects. Since they are not available for general expenditure,
they will be excluded from the monthly Treasurer's Report so as not to overstate
the City's investments.
ITEM NO. 5
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Andre O'Harra, Chief of Police
DATE: July 14, 2009
SUBJECT: Fifth Amendment to Agreement for Law Enforcement Services
PREPARED BY: Heidi Schrader, Management Analyst
RECOMMENDATION: That the City Council approve the Fifth Amendment to the Agreement
for Law Enforcement Services between the County of Riverside and the City of Temecula to include
converting one Patrol Officer to a Mall Officer, converting one Patrol Officer to a School Resource
Officer, and removing two Special Enforcement Team positions which have remained unfunded for
the past year.
BACKGROUND: The City of Temecula has contracted with the County of Riverside
Sheriff's Department for law enforcement services since incorporation. On June 28, 2005, the City
Council approved the existing five-year contract for law enforcement services with the County of
Riverside. The following subsequent amendments to the contract have been approved by the
Council, bringing the total number of sworn officers to 111.
June 27, 2006
1 st Amendment
Added an additional Patrol Officer and four CSO II's
February 27, 2007
2n Amendment
Added an additional dedicated Lieutenant to serve as a
City Patrol Commander, and reclassified one CSO II
position as a CSO I
August 28, 2007
3d Amendment
Added five Patrol Officers, one unsupported Gang Task
Force Officer, two dedicated Sergeants, two Community
Service Officer 11 (CSO 11) positions, and one Community
Service Officer I (CSO I) position
June 24, 2008
4th Amendment
Reclassified one Patrol Officer to a dedicated K9 handler;
converted Community Policing Team Officers to Special
Enforcement Team Officers to ensure that the contract
reflects the Police Department's current operational
structure.
The Fifth Amendment will reclassify one patrol Officer as a dedicated Mall Officer and will reclassify
one patrol Officer as a School Resource Officer. In addition, two Special Enforcement Team
Positions, which have been vacant this past fiscal year, will be removed from the Contract. This will
reduce the number of sworn contracted Officers to 109 although Police Services will remain
unaffected. With the increase in population in Temecula, this results in a sworn Officer ratio of one
Officer for every 1,000 residents.
FISCAL IMPACT: The annual cost increase associated with the staff conversions, as
well as contract rate increases is $308,951. Adequate funds exist in the 2009-2010 Police
Department Operating Budget to meet this cost.
ATTACHMENTS: Fifth Amendment to Agreement for Law Enforcement Services
between County of Riverside and City of Temecula.
I or 's
FIFTH AMENDMENT TO AGREEMENT FOR LAW ENFORCEMENT
SERVICES BETWEEN COUNTY OF RIVERSIDE AND
CITY OF TEMECULA
IT IS MUTUALLY AGREED that the Agreement for Law Enforcement Services between the
County of Riverside, a political subdivision of the State of California, on behalf of its Sheriff's
Department, and the City of Temecula, a General Law City, approved by the Board of Supervisors on
July 26, 2005, for services effective July 1, 2005 through June 30, 2010, as amended August 1, 2006,
April 17, 2007, October 2, 2007 and July 29, 2008, is hereby amended in the following respects only:
1. ATTACHMENT A is amended to read as follows:
ATTACHMENT A
CITY OF TEMECULA
LEVEL OF SERVICE
Average Patrol Services
185.0 supported hours per day. (Approximate equivalent of thirty-eight (38) Deputy Sheriff
positions @ 1,780 annual productive hours per position standard.)
Dedicated Positions
Two (2) Sheriff's Lieutenant positions
Three (3) Sheriff s Sergeant positions
Seven (7) Deputy Sheriff (fully supported) positions-Special Enforcement Team
Four (4) Deputy Sheriff (fully supported) positions- Mall Officers
Eighteen (18) Deputy Sheriff (fully supported) positions-Traffic/Motorcycle Team
Two (2) Deputy Sheriff (fully supported) positions-K-9 Deputies
One (1) Deputy Sheriff (unsupported) position-Gang Task Force
One (1) Deputy Sheriff (fully supported) position-Southwest Corridor Task Force
Five (5) Deputy Sheriff (unsupported) positions-School Resource Officers (year-round)
Eighteen (18) Community Service Officer II positions
Three (3) Community Service Officer I positions
2. The Agreement for Law Enforcement Services between the County of Riverside and
the City of Temecula, shall remain in full force and effect and enforceable for all purposes except for
the revisions set forth in the First Amendment, Second Amendment, Third Amendment, Fourth
Amendment and this Fifth Amendment.
IN WITNESS WHEREOF, the City of Temecula, by minute order or resolution duly adopted
by its City Council, has caused this Agreement to be signed by its Mayor and attested and sealed by
its Clerk, and the County of Riverside, by order of its Board of Supervisors, has caused this
Agreement to be signed by the Chairman of said Board and sealed and attested by the Clerk of said
Board, all on the dates indicated below.
CITY OF TEMECULA
Dated:
ATTEST:
Name
Title
By:
By:
Maryann Edwards, Mayor
COUNTY OF RIVERSIDE
Dated:
ATTEST:
Kecia Harper-Ihem
Clerk of the Board
By:
Deputy
Jeff Stone, Chairman
Riverside County Board of Supervisors
By:
FORE C COUNSEL
BY. KIPNI DATE
2
ITEM NO. 6
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Annual Purchase Agreement for FY2009-2010 for the Purchase of Asphalt
Products
PREPARED BY: Rodney Tidwell, Maintenance Supervisor
RECOMMENDATION: That the City Council approve the purchase agreement for Fiscal Year
2009-2010 with CalMat (dba Vulcan Materials Company) in the amount of $100,000 and authorize
the Mayor to execute the agreement.
BACKGROUND: The City routinely repairs streets that have been accepted into the
City's street maintenance system. The Public Works Maintenance Division purchases and installs
hot mix asphalt and SS1 H tack for potholes and pavement repairs. Staff recommends that the City
Council approve the purchase agreement with CalMat, for Fiscal Year 2009-2010 to purchase
paving materials.
CalMat is currently a sole source vendor in the Southwest Riverside County for the purchase of hot
mix asphalt and SS1 H emulsion tack. Their two (2) plant locations are in Romoland and Corona.
FISCAL IMPACT: Adequate funds are currently programmed in the Fiscal Year 2009-
2010 Operating Budget for the Public Works Department, Maintenance Division for Routine Street
Maintenance.
ATTACHMENTS: Purchase Agreement
NON- EXCLUSIVE COMMODITY AGREEMENT
BETWEEN THE CITY OF TEMECULA
AND CALMAT (dba VULCAN MATERIALS COMPANY)
FOR HOT MIX ASPHALT AND SS1 H EMULSION TACK
ANNUAL AGREEMENT
FY 2009-2010
THIS AGREEMENT is made and entered into as of July 14, 2009,
by and between the City of Temecula, a municipal corporation ("City") and CalMat (dba Vulcan
Materials Company) ("Vendor"). In consideration of the promises and mutual agreements
herein contained, the parties hereto agree as follows:
1. Purchase of Goods. Vendor recognizes and agrees that this Agreement is for
the purpose of establishing a contractual relationship between the City and the Vendor for the
non-exclusive procurement of retail goods as specified on Exhibit A, attached hereto and
incorporated herein as though set forth in full. The Vendor understands this Agreement is non-
exclusive and the City reserves the right to purchase similar goods from other vendors.
2. Term of Agreement. This Agreement shall commence on July 14, 2009 and
shall terminate as of June 30, 2010.
3. Payment. The City agrees to pay the Vendor for merchandise ordered and
received with an annual not to exceed amount of One Hundred Thousand Dollars and No
Cents ($100,000.00) for the total term of the Agreement. Vendor will submit invoices monthly
for actual merchandise ordered and received. Invoices shall be submitted between the first and
fifteenth day of each month for merchandise delivered and accepted. Payment will be made
within thirty (30) business days following the receipt of invoice as to all non-disputed fees. The
not to exceed purchase amount listed herein is an estimated expenditure and this Agreement
does not guarantee Vendor this amount in purchases.
4. Representations and Warranties of Vendor. Vendor makes the following
representations and warranties to City:
a. Authority and Consents. Vendor has the right, power, legal capacity and authority
to enter into and perform its obligations under this Agreement. No approvals or consents of any
persons are necessary in connection with Vendor's execution, delivery, and performance of this
Agreement, except for such as have been obtained on or prior to the date hereof. The
execution, delivery, and performance of this Agreement by Vendor have been duly authorized
by all necessary action on the part of Vendor and constitute legal, valid, and binding obligations
of Vendor, enforceable against Vendor in accordance with their respective terms.
b. Title and Operating Condition. Vendor has good and marketable title to all of the
merchandise. All of the merchandise are free and clear of any restrictions on or mortgages,
liens, pledges, charges, encumbrances, equities, claims, covenants, conditions, and restrictions
except for such as may be created or granted by City. All of the merchandise is in good
condition, free of any defects, and are in conformity with the specifications, descriptions,
representations and warranties set forth in the Vendor's catalog, website, retail store, quote or in
the Contract Documents that may be attached hereto or incorporated herein.
c. Full Disclosure. None of the representations and warranties made by Vendor in this
Agreement contain or will contain any untrue statement of a material fact, or omits to state a
material fact necessary to make the statements made, in light of the circumstances under which
they were made, not misleading.
5. Time and Place of Delivery. The date and time of delivery of the merchandise
shall be stated at time of order. The merchandise shall be delivered to the City location as
stated on the purchase order or at time of merchandise order.
6. Risk of Loss. Risk of loss, damage and destruction of the merchandise shall
remain with the Vendor until after inspection and acceptance of the merchandise by City.
7. Inspection and Acceptance. City shall inspect the merchandise at the
time and place of delivery. Such inspection may include reasonable review by City. If in the
determination of the City, the merchandise fails to conform to the Agreement IN ANY MANNER
OR RESPECT, City shall so notify Vendor within ten (10) days of delivery of the merchandise to
City. Failing such notice, the merchandise shall be deemed accepted by City as of the date of
receipt.
8. Resection. In the event of such notice of non-conformity by City pursuant to
Section 7, City may, at its option (1) reject whole of the merchandise, (2) accept the whole of the
merchandise, or (3) accept any commercial unit or units/portions of the merchandise and reject
the remainder. The exercise of any of the above options shall be "without prejudice" and will full
reservation of any rights and remedies of City attendant upon breach. In the event of such
notice and election by City, the City agrees to comply with all reasonable instructions of Vendor
and, in the event that expenses are incurred by City in following such instructions Vendor shall
indemnify in full for such expenses.
9. No Replacement of Cure. This Agreement calls for strict compliance. Vendor
expressly agrees that both the merchandise tendered and the tender itself will conform fully to
the terms and conditions of the Agreement on the original tender. In the event of rejection by
City of the whole of the merchandise or any part thereof pursuant to Section 8, City may, but is
not required to, accept any substitute performance from Vendor or engage in subsequent efforts
to effect a cure of the original tender by Vendor.
10. Non-Assignability. The Vendor shall not assign the performance of this
Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of
the City.
11. Independent Contractor. The Vendor is and shall at all times remain as to the
City a wholly independent contractor. The personnel performing the Work under this Agreement
on behalf of the Contractor/Vendor shall at all times be under Contractor's/Vendor's exclusive
direction and control.
12. Legal Responsibilities. The Vendor shall keep itself informed of all local, State,
and Federal ordinances, laws, regulations, and procedures which in any manner affect those
employed by it or in any way affect the performance of its services pursuant to this Agreement.
Vendor shall at all times observe and comply with all such ordinances, laws, regulations and
procedures. The City, and its officers, agents, employees, and volunteers shall not be liable at
law or in equity occasioned by failure of the Vendor to comply with this section.
2
13. Indemnification. The Vendor agrees to defend, indemnify, protect and hold
harmless the City, District and/or Agency its officers, officials, employees and volunteers from
and against any and all claims, demands, losses, defense costs or expenses, including attorney
fees and expert witness fees, or liability of any kind or nature which the City, District and/or
Agency its officers, agents and employees may sustain or incur or which may be imposed upon
them for injury to or death of persons, or damage to property arising out of negligent or
wrongful acts or omissions arising out of or in any way related to the performance or non-
performance of this Agreement, excepting only liability arising out of the negligence of the City.
14. Termination or Suspension. This Agreement may be terminated or
suspended at any time, for any reason, with or without cause at the sole and exclusive
discretion of the City Manager, without default or breach of this Agreement by the City.
15. Survival of Representations and Warranties. All representations, warranties,
covenants and agreements of the parties contained in this Agreement shall survive the
execution, delivery, and performance of this Agreement.
16. Remedies. The remedies and rights conferred on the City by this Agreement are
in addition to and cumulative of all other remedies and rights accorded the City under law or
equity.
17. Severability. If any provision of this Agreement is held invalid or unenforceable
by any court of final jurisdiction, it is the intent of the parties that all other provisions of this
Agreement be construed to remain fully valid, enforceable, and binding on the parties
18. Governing Law. The City and Vendor understand and agree that the laws of the
Sate of California shall govern the rights, obligations, duties and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation concerning this
Agreement shall take place in the municipal, superior, or federal district court with geographic
jurisdiction over the City of Temecula. In the event such litigation is filed by one party against
the other to enforce its rights under this Agreement, the prevailing party as determined by the
Courts judgment, shall be entitled to reasonable attorney fees and litigation expenses for the
relief granted.
19. Entire Aareement. This is the entire agreement between the parties regarding
the commodities purchased by this Agreement. Any modification or amendment of this
Agreement shall not be effective unless in writing and assigned by the parties to this
Agreement.
20. Authority To Execute This Agreement. The person or persons executing
this Agreement on behalf of the Vendor warrants and represents that he or she has the authority
to execute this Agreement on behalf of the Vendor and has the authority to bind Vendor to the
performance of its obligations hereunder.
3
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first
above written.
CITY OF TEMECULA
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC, City Clerk
APPROVED AS TO FORM:
Peter M. Thorson, City Attorney
VENDOR:
CalMat (dba Vulcan Materials Company)
1603 E. Foothill Blvd.,
Irwindale, CA 91702
Phone: (909) 421,4162
Name: Don Luna
Title District Sales Manager
Signature:
Name: Chris East
Title: So. Cal. Sales Rep
Signature:
Two Signatures Required for Corporations
4
Exhibit A
Description and Price List of Merchandise
EXHIBIT "B"
PAYMENT RATES AND SCHEDULE
17-JUN-2009 09:36AM
FROM-VULCAN SALES 626 969-4702 T-722 P.001/002 F-496
UuIcan
Materials Company
Asphalt Price List F.O.B., for Corona / Romoland Plants
City of Temecula
Attention: Rodney Tidwell
Fax (951) 694 - 6475
Plant
Reg Hot Mix Asphalt
School Mix Cold
Mix
Using PG 64-10 & 70-10 Oil
Sheet Mix
Corona HMA
$62.00
$65.00 $65.00
Romoland HMA
$62.00
$65.00 $65.00
Emulsion in Bulk
$7.00 Per Gallon (available at Corona only)
Emulsion in Bucket
$41.00 Per Pnckel
Environmental Fee
$1.00 Per Load
Prices Effective from 7101/2009 good through 6/30/2010
All Materials always subject to availability.
Sales tax not included in above prices, but are shown on system quote
Sales tax subject to increase and always is billed at applicable rate at the time of
invoice.
Sincerely,
Christopher Allen East
Vulcan Material Company
Southern California Solos Representative
Cell (714) 231- 5547
E-mail eastca~vmcmail.com
6/17/09 H EC E I @/ E
JUN 1 8 209
CITY OF
17-JUN-2009 09:36AM FROM-VULCAN SALES 626 969-4702 T-722 P.002/002 F-496
Attn: RODNEY TIDWELL 951-694-6475
Temecula/ City Of
PO Box 9033
Temecula, CA 92589
Acct 0710049
Data:
Quoto Created:
quote
Quote Name;
Effective From:
Version M
Wednesday, June 17, 2009
Wednesday, June 17, 2009
1-NIR6X6
1.NIR6X5
Wednesday, July 01, 2009
1
Vu1ican
Project: FOB ROMOLAND/CORONA
7101/2009-12/31/201 u
PICKED UP
VARIOUS LOCATIONS
TEMECULA, CA
Salon Rep: Chris East
eastc@vmcm4l.com
(626)6334228
Quote Expiration: Friday, July 17, 2009
Price Expiration: Friday, December 31, 2010
Special Instructions:
PRICE QUOTED IS PICKED UP. DELIVERY IS EXTRA.TAX SUBJECT TO INCREASE.PRICE EXCLUDES ENVIRONMENTAL FEE OF
$1.00+TAX PER LOAD. PRICES EFFECTIVE 7/l/09THRU 12131/10
Asphalt
Plant Product Name
Product
Qty.
U/M
F.O.B.
Plant
F.O.B. Plant
Tax
Corona Asphalt ENVIRONMENTALFEE
9BB
1
Each
$1.00
$0.09
Tax Incl.
$1
09
Corona Asphalt REG-HOTMIX04-10
B5X
1
TONS
$62.00
$5.43
.
$67
48
Corona Asphalt SHEEIMIX/SCHLMIX
B7X
1
TONS
$65.00
$5.69
.
$7469
Corona Asphalt COLD Mix 3/8"scs
59H
1
TONS
$65.00
$5.69
$70
69
Corona Asphalt SS1H/GAL
13M1
1.
GALS
$7.00
$0.61
.
$7
61
Corona Asphalt SS1 H/4,5 Gat Bucket
BM2
1
Each
$41-00
$3.59
.
$44
59
Romoland Asph. ENVIRONMENTALFEE
9BB
1
Each
$1.00
$0.09
,
$1
09
Romoland Asph. REG-HOTMIX-64-10
65X
1
TONS
$62,00
$5.43
.
$57
43
Romoland Asph. SHEETMIXISCHLMIX
B7X
1
TONS
$65.00
$5.69
.
$70
89
Romoland Asph. COLD MIX 3/8"S08
B9H
1
TONS
$65,00
$5.69
.
$70
69
Romoland Asph. 851 H/4.5 Gal Bucket
BM2
1
Each
$41.00
$3.59
.
$44.59
All taxes applicable to the sale or delivery of materials will be invoiced to
terns and conditions apply.
and paid by the customer, Terme are Not 30. Please note standard
This quote is limited to acceptance within 30 days from the date Of this q
uotation after which time
quotation
is subject to review/revisio
Please contact Sales prior to placing the order.
n.
Accepted by:
Date:
Sales Representative:
Date:
We appreciate the opportunity to provide you this quote end trust that Vulcan will h
ave the pleasure serving
your needs for this and fut
projects.
uro
Quotation generat$c1 On 6/17/2009
ITEM NO. 7
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Annual Purchase Agreement for Citywide Street Name Signs, for Fiscal Year
2009-2010
PREPARED BY: Rodney Tidwell, Maintenance Supervisor
RECOMMENDATION: That the City Council approve an annual agreement with Main Street
Signs in the amount of $75,000 for Fiscal Year 2009-2010 and authorize the Mayor to execute the
agreement.
BACKGROUND: The Public Works Maintenance Division requested quotes from three
(3) sign manufacturing vendors for the purchase of Citywide street name signs, traffic control signs,
specialty signs and hardware for sign replacements and repairs. Main Street Signs provided the
lowest quote for the City wide signs and necessary hardware for new installations, replacement,
repair and related hardware.
Main Street Signs has been providing all City street name signs and repair hardware for 15 years.
In obtaining price quotes from various vendors, Main Street Signs has consistently been the lowest
and most responsible bidder in providing the City with exceptional; and reliable service for the past
15 years.
Staff recommends maintaining the City's current street name sign stock; maintain the ability to
provide signs and hardware within 24 to 48 hours from the vendor for sign installations and repairs;
and enter into a contract with Main Street Signs for these services.
FISCAL IMPACT: Adequate funds are programmed in the Fiscal Year 2009-2010
Operating Budget for the Public Works Department, Maintenance Division and Public Works Traffic
Division Signs Account.
ATTACHMENTS: Contract
Quotes
NOW EXCLUSIVE COMMODITY AGREEMENT
BETWEEN THE CITY OF TEMECULA
AND MAIN STREET SIGNS
FOR CITY STREET NAME SIGNS
ANNUAL AGREEMENT FOR FY2009-2010
THIS AGREEMENT is made and entered into as of July 14, 2009 , by and between the
City of Temecula, a municipal corporation ("City") and Main Street Signs ("Vendor"). In
consideration of the promises and mutual agreements herein contained, the parties hereto
agree as follows:
1. Purchase of Goods. Vendor recognizes and agrees that this Agreement is for
the purpose of establishing a contractual relationship between the City and the Vendor for the
non-exclusive procurement of retail goods as specified on Exhibit A, attached hereto and
incorporated herein as though set forth in full. The Vendor understands this Agreement is non-
exclusive and the City reserves the right to purchase similar goods from other vendors.
2. Term of Aareement. This Agreement shall commence on July 14, 2009 and
shall terminate as of June 30, 2010.
3. Payment. The City agrees to pay the Vendor for merchandise ordered and
received with an annual not to exceed amount of Seventy Five Thousand Dollars and No
Cents ($75,000.00) for the total term of the Agreement. Vendor will submit invoices monthly for
actual merchandise ordered and received. Invoices shall be submitted between the first and
fifteenth day of each month for merchandise delivered and accepted. Payment will be made
within thirty (30) business days following the receipt of invoice as to all non-disputed fees. The
not to exceed purchase amount listed herein is an estimated expenditure and this Agreement
does not guarantee Vendor this amount in purchases.
4. Representations and Warranties of Vendor. Vendor makes the following
representations and warranties to City:
a. Authority and Consents. Vendor has the right, power, legal capacity and authority
to enter into and perform its obligations under this Agreement. No approvals or consents of any
persons are necessary in connection with Vendor's execution, delivery, and performance of this
Agreement, except for such as have been obtained on or prior to the date hereof. The
execution, delivery, and performance of this Agreement by Vendor have been duly authorized
by all necessary action on the part of Vendor and constitute legal, valid, and binding obligations
of Vendor, enforceable against Vendor in accordance with their respective terms.
b. Title and Operating Condition. Vendor has good and marketable title to all of the
merchandise. All of the merchandise are free and clear of any restrictions on or mortgages,
liens, pledges, charges, encumbrances, equities, claims, covenants, conditions, and restrictions
except for such as may be created or granted by City. All of the merchandise is in good
condition, free of any defects, and are in conformity with the specifications, descriptions,
representations and warranties set forth in the Vendor's catalog, website, retail store, quote or in
the Contract Documents that may be attached hereto or incorporated herein.
c. Full Disclosure. None of the representations and warranties made by Vendor in this
Agreement contain or will contain any untrue statement of a material fact, or omits to state a
material fact necessary to make the statements made, in light of the circumstances under which
they were made, not misleading.
5. Time and Place of Delivery. The date and time of delivery of the merchandise
shall be stated at time of order. The merchandise shall be delivered to the City location as
stated on the purchase order or at time of merchandise order.
6. Risk of Loss. Risk of loss, damage and destruction of the merchandise shall
remain with the Vendor until after inspection and acceptance of the merchandise by City.
7. Inspection and Acceptance. City shall inspect the merchandise at the
time and place of delivery. Such inspection may include reasonable review by City. If in the
determination of the City, the merchandise fails to conform to the Agreement IN ANY MANNER
OR RESPECT, City shall so notify Vendor within ten (10) days of delivery of the merchandise to
City. Failing such notice, the merchandise shall be deemed accepted by City as of the date of
receipt.
8. Resection. In the event of such notice of non-conformity by City pursuant to
Section 7, City may, at its option (1) reject whole of the merchandise, (2) accept the whole of the
merchandise, or (3) accept any commercial unit or units/portions of the merchandise and reject
the remainder. The exercise of any of the above options shall be "without prejudice" and will full
reservation of any rights and remedies of City attendant upon breach. In the event of such
notice and election by City, the City agrees to comply with all reasonable instructions of Vendor
and, in the event that expenses are incurred by City in following such instructions Vendor shall
indemnify in full for such expenses.
9. No Replacement of Cure. This Agreement calls for strict compliance. Vendor
expressly agrees that both the merchandise tendered and the tender itself will conform fully to
the terms and conditions of the Agreement on the original tender. In the event of rejection by
City of the whole of the merchandise or any part thereof pursuant to Section 8, City may, but is
not required to, accept any substitute performance from Vendor or engage in subsequent efforts
to effect a cure of the original tender by Vendor.
10. Non-Assignability. The Vendor shall not assign the performance of this
Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of
the City.
11. Independent Contractor. The Vendor is and shall at all times remain as to the
City a wholly independent contractor. The personnel performing the Work under this Agreement
on behalf of the Contractor/Vendor shall at all times be under Contractor's/Vendor's exclusive
direction and control.
12. Legal Responsibilities. The Vendor shall keep itself informed of all local, State,
and Federal ordinances, laws, regulations, and procedures which in any manner affect those
employed by it or in any way affect the performance of its services pursuant to this Agreement.
Vendor shall at all times observe and comply with all such ordinances, laws, regulations and
procedures. The City, and its officers, agents, employees, and volunteers shall not be liable at
law or in equity occasioned by failure of the Vendor to comply with this section.
2
13. Indemnification. The Vendor agrees to defend, indemnify, protect and hold
harmless the City, District and/or Agency its officers, officials, employees and volunteers from
and against any and all claims, demands, losses, defense costs or expenses, including attorney
fees and expert witness fees, or liability of any kind or nature which the City, District and/or
Agency its officers, agents and employees may sustain or incur or which may be imposed upon
them for injury to or death of persons, or damage to property arising out of negligent or
wrongful acts or omissions arising out of or in any way related to the performance or non-
performance of this Agreement, excepting only liability arising out of the negligence of the City.
14. Termination or Suspension. This Agreement may be terminated or
suspended at any time, for any reason, with or without cause at the sole and exclusive
discretion of the City Manager, without default or breach of this Agreement by the City.
15. Survival of Representations and Warranties. All representations, warranties,
covenants and agreements of the parties contained in this Agreement shall survive the
execution, delivery, and performance of this Agreement.
16. Remedies. The remedies and rights conferred on the City by this Agreement are
in addition to and cumulative of all other remedies and rights accorded the City under law or
equity.
17. Severability. If any provision of this Agreement is held invalid or unenforceable
by any court of final jurisdiction, it is the intent of the parties that all other provisions of this
Agreement be construed to remain fully valid, enforceable, and binding on the parties
18. Governing Law. The City and Vendor understand and agree that the laws of the
Sate of California shall govern the rights, obligations, duties and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation concerning this
Agreement shall take place in the municipal, superior, or federal district court with geographic
jurisdiction over the City of Temecula. In the event such litigation is filed by one party against
the other to enforce its rights under this Agreement, the prevailing party as determined by the
Courts judgment, shall be entitled to reasonable attorney fees and litigation expenses for the
relief granted.
19. Entire Aareement. This is the entire agreement between the parties regarding
the commodities purchased by this Agreement. Any modification or amendment of this
Agreement shall not be effective unless in writing and assigned by the parties to this
Agreement.
20. Authority To Execute This Agreement. The person or persons executing
this Agreement on behalf of the Vendor warrants and represents that he or she has the authority
to execute this Agreement on behalf of the Vendor and has the authority to bind Vendor to the
performance of its obligations hereunder.
3
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first
above written.
CITY OF TEMECULA
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC, City Clerk
APPROVED AS TO FORM:
Peter M. Thorson, City Attorney
VENDOR:
MAIN STREET SIGNS
1211 W. Brooks Street, Suite A
Ontario, CA 91762
Phone: (909) 391-0988
Fax: (909) 391-0249
Title:
Signature:
Title:
Signature:
Two Signatures Required for Corporations
4
Exhibit A
Description and Price List of Merchandise
EXHIBIT "B"
PAYMENT RATES AND SCHEDULE
Unit costs per sign as per Agreement
MAIN STREET
SIGNS
1211 W. BROOKS ST. STE. A
ONTARIO, CA 91762
909-391-0988 FAX 909-391-0249
NAME/ADDRESS
CITY OF 1'EML:7ILA
PO BOX 9033
T'EM171CULA, CA 92589-9033
RODNEY
Estimate
141
L
I
REP
TERMS
Net 30
SIGN
DESCRIPTION
OTY UNIT
TOTAL
RI
STOP SIGN 30" HIP 1160
22
SPEEDLIMIT25 24X30 Hill
I 52.10
52.101'
R4-7
KELPRIGHTSYMBOL 24X30 HIP
1 35.00
35.011"1'
W55
PL.OODED 30X70 HIP
I 35.00
35.OOT
W5
CURVE (ARROW) 36X36 I-111,
1 37.50
37.501
1
W20-1
ROADWORK AIIEAD 36X36 HIP
1 55.00
55.00
C5
W-1 OUR W/ARROW 36X12 HIP
1 55.00
55.OOT
R I -4
ALL WAY 18X6 h111'
I 21.00
21.001
193
BIKE ROUTE 24X 18 HIP
1 625
6251"
1232
2 HR PARKING WrHMES 12X I8 I.IIP
21.00
1
:1.00'1'
SALES TAX
I 12.25
13.25'1
8.756/1
28.88
TOTAL
ALL QUOTES GOOD FOR 30 DAYS.
EMALI.:chucic a mainstrcctsigns.net
WEBSITE: www.mainsliftUigns.net
Z0/ZB 39dd 60Z016£606 Z0:6T 6002/T£/S0
ITEM NO. 8
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Settlement Agreement between the City of Temecula and Parker Family
Enterprises, LLC
PREPARED BY: Beryl Yasinosky, Management Analyst
RECOMMENDATION: That the City Council:
1. Approve the Settlement Agreement between the City of Temecula and Parker Family
Enterprises, LLC concerning the real property designated as Assessor's Parcel Number
(APN) 922-045-011.
2. Approve in substantially the same format as attached, a Quitclaim Deed transferring the
City's interest in APN 922-045-011 to Parker Family Enterprises, LLC.
3. Approve a Temporary Construction Easement in substantially the same format as attached,
allowing the City to encroach upon APN 922-045-011 until the construction of the Main
Street Bridge is completed.
BACKGROUND: On March 6, 2001, the City Council approved Resolution No. 01-20 to
purchase certain tax-defaulted properties from the Riverside County Treasurer-Tax Collector's
Office in accordance with the provisions of Chapter 8 of the California Revenue and Taxation Code,
Section 3771 et. seq. As part of this process, the Riverside County Board of Supervisors and the
State of California approved the "Agreement to Purchase Tax Defaulted Property," which authorized
the sale and transfer of APN 922-045-011 to the City of Temecula in 2002 for $5,015.37. This .05
acre parcel of vacant property is located on Main Street at the southeast corner of the Main Street
Bridge and Murrieta Creek. The purpose of the acquisition was to support pedestrian bridge/flood
control improvements along Murrieta Creek.
In July 2007, the City was contacted by the property owners adjacent to this parcel (formerly the
historic 1890 Hotel Temecula) located at 42100 Main Street. Parker Family Enterprises, LLC
contends that their family has owned this parcel since the County vacated it to them in 1940.
Sometime around 1976, the Assessor's Office carved-out a .05 acre portion of their .51 acre
property for reasons unbeknownst to them. The carved-out portion was designated as 922-045-011
and is also referred to as Lot 11. Since 1976, property taxes for Lot 11 were assessed to an entity
known as KI FKLA Rancho Realty. However, the Parker family has continued to maintain and pay
taxes on a .51 acre parcel. The disputed Lot 11 is included within the .51 acres. Since Lot 11 was
officially in the name of KI FKLA Rancho Realty, the parcel was ultimately sold and transferred to the
City of Temecula as a tax-defaulted property in 2002.
Parker Family Enterprises, LLC allege that the parcel belongs to them. They maintain that the
Assessor's Office mistakenly carved Lot 11 out of their property, and violated their due process
rights by failing to notice them of the taxes due on the parcel or to notice them of the parcel's
subsequent sale. Rather than initiate legal action, they are requesting that the City deed the
property back to them.
Upon review of the provided legal documents, a site visit to the properties, and a meeting with
members of the Parker family, it was clear that all parties desired an amicable resolution to this
matter and wanted to avoid litigation. In addition, the Riverside County Flood Control and Water
Conservation District has confirmed that Lot 11 will not be needed for the future Murrieta Creek
improvements.
Pursuant to the attached Settlement Agreement, the City will transfer Lot 11 to the Parker Family
Enterprises, LLC in exchange for (1) payment of $5,015.37 (the amount paid bythe Citythrough the
Chapter 8 sale) and (2) a Temporary Construction Easement over Lot 11 until the City's construction
of the Main Street Bridge and adjacent areas are completed.
FISCAL IMPACT: None. As part of the Settlement Agreement, Parker Family
Enterprises, LLC will pay the City $5,015.37, which is the amount that the City paid for Lot 11
through the Chapter 8 sale.
ATTACHMENTS: 1. Settlement Agreement
2. Quit Claim Deed
3. Construction Easement
SETTLEMENT AGREEMENT
THIS SETTLEMENT AGREEMENT is made the day last below written between the
City of Temecula and Parker Family Enterprises, LLC (collectively "parties").
RECITALS
A. WHEREAS, a dispute has arisen between the parties over the ownership of a
piece of property described on Exhibit "A" to the unsigned quitclaim deed that is
attached hereto as Exhibit "A" (the "Property").
B. WHEREAS, Parker Family Enterprises, LLC represents it has not filed any action
or proceeding of any nature whatsoever against the City of Temecula and that it
has not assigned any cause of action or claim it may have, individually or
collectively, against the City of Temecula; and
C. WHEREAS, the parties hereto desire to settle whatever disputes they may have
had as to the matters identified in this Agreement.
IT IS THEREFORE AGREED, in consideration of the terms, covenants, conditions and
provisions stated below:
1. The Recitals above are true and are incorporated herein.
2. a. Parker Family Enterprises, LLC will pay a total sum of $5,015.37 to the
City of Temecula;
b. The City of Temecula will quitclaim to Parker Family Enterprises, LLC
certain real property located in the City of Temecula, County of Riverside, State of California,
more particularly described on Exhibit "A" to the unsigned quitclaim deed, which is attached
hereto as Exhibit "A."
C. A separate copy of Exhibit "A" will be signed in front of a notary and the
City of Temecula shall cause it to be recorded in Riverside County upon confirmation that the
City of Temecula has received the total sum of $5,015. 37.
d. Parker Family Enterprises, LLC will grant a temporary construction
easement to the City of Temecula, its terms more fully defined in the Temporary Construction
Easement attached hereto as Exhibit "B."
Property.
Property.
e. The City of Temecula makes no representations regarding title to the
f. Parker Family Enterprises, LLC shall obtain its own title insurance for the
11086-0001\1 076956v6.doc
3. The parties hereby mutually, fully, and irrevocably release, waive, acquit and
discharge each other from all claims, rights, demands, grievances, and causes of action of every
kind whatsoever for damages, loss, or injury of every kind, nature or description whether known
or unknown, existing or potential, suspected or unsuspected, or which hereafter may be
sustained, which any of them may have or assert, or hereafter may have or assert, by reason of
any contract (express, oral or written, implied in fact or implied in law), right to defense or
indemnification (contractual, statutory or common law), liability, matter, cause, fact, thing or act
or omission occurring prior to the effective date of this agreement and arising out of, related to,
or having any connection with the City of Temecula's acquisition of the Property under Division
1, Part 6 of the California Revenue and Taxation Code.
a. This release shall be a fully binding and complete settlement between the
City of Temecula, Parker Family Enterprises, LLC, their Counsel and respective assigns and
successors, save only the executory provisions of this Agreement.
b. Except as expressly excluded herein, the City of Temecula and Parker
Family Enterprises, LLC waive all rights or benefits that they may have under Civil Code section
1542, with regard to this Agreement. Civil Code section 1542 provides: "A general release does
not extend to claims which the creditor does not know or suspect to exist in his favor at the time
of executing the release, which if known by him must have materially affected his settlement
with the debtor."
4. The parties have entered into this agreement solely to compromise and to settle
any disputed claims. The signatories do not admit, concede or otherwise acknowledge liability
in this matter. The parties expressly deny and disclaim any liability or that either has engaged in
any wrongful conduct whatsoever.
5. The validity, construction, interpretation and enforcement of this Agreement and
its terms and provisions shall be governed by the laws of the State of California. Venue shall be
Riverside County, California.
6. The parties have jointly drafted this Agreement. Hence, the parties agree that the
terms of this Agreement, or any of them, shall not be interpreted against or in favor of any party
on the ground that any party participated in the drafting of this Agreement. The parties
accordingly expressly and specifically waive the right to benefit from application of the doctrine
of contra proferentum in any subsequent dispute concerning interpretation of the provisions of
this Agreement.
7. No promise, inducement or agreement not herein expressed has been made or
relied upon by any of the parties, this Agreement containing the entire agreement between the
parties hereto. The terms of this Agreement are contractual, not merely a recital.
8. If suit, action or proceeding is commenced by any party hereto concerning this
Agreement, or to recover damages for the breach of any of the terms or provisions hereunder, or
to enforce any such term or provision or otherwise concerning the rights, duties or obligations of
any party hereunder, the prevailing party in any such suit, action or proceeding, in addition to
such other relief as may be granted, shall be entitled to a reasonable sum as attorneys' fees
2
11086-000111076956v6.doc
incurred in connection therewith, which shall be fixed in such suit, action or proceeding, or in a
separate action brought for that purpose.
9. Copies of this Agreement may be signed as counterparts by one or more parties
hereto and shall have the same force and effect as if an original single document had been signed
by all parties.
10. The singular number and masculine gender, as used herein, shall be deemed to
include, and do include, the plural, the feminine or the neuter, as may be appropriate.
11. All parties hereto will bear their own costs, attorneys' fees and expenses not
expressly provided for herein.
12. All parties hereto agree to perform whatever acts may be required to effectuate
the terms of this Agreement.
13. The undersigned represent that they have the authority to bind the party for whom
they are signing for to this Agreement.
14. The undersigned have read the foregoing Agreement, fully understand it, and
assent to its terms and provisions.
CITY OF TEMECULA:
DATED:
DATED:
DATED:
Maryann Edwards, Mayor
ATTEST:
Susan M. Jones, MMC, City Clerk
APPROVED AS TO FORM:
CITY ATTORNEY
By:
Peter M. Thorson, City Attorney
DATED:
REID & HELLYER
A Professional Corporation
By:
Attorneys for Parker Family
Enterprises, LLC
3
11086-000111076956v6.doc
EXHIBIT "A"
RECORDING REQUESTED BY:
City Clerk's Department
City of Temecula
P.O. Box 9033
43200 Business Park Dr.
Temecula, California 92589-9033
When Recorded Mail To:
Same as above
(space above for recorder's use only)
QUITCLAIM DEED
The undersigned Transferor(s) Declare(s).
DOCUMENTARY TRANSFER TAX is $
Assessor's Parcel No. 922-045-011
City of Temecula, computed on full value of property conveyed, or
computed on full value less value of liens or
encumbrances remaining at time of sale, and
FOR VALUABLE CONSIDERATION, the receipt and adequacy of which is hereby
acknowledged, City of Temecula, does remise, release, and forever quitclaim to Parker Family
Enterprises, LLC, all right, title, and interest the City of Temecula has in that certain real
property located in the City of Temecula, County of Riverside, State of California, more
particularly described on Exhibit "A" attached hereto:
SUBJECT TO:
1. Current taxes and assessments.
2. All other covenants, conditions, restrictions, reservations, rights, rights-of-way
and easements of record or apparent.
IN WITNESS WHEREOF, City of Temecula has executed this instrument as of the date
below indicated.
DATED: 12009 CITY OF TEMECULA
By:
Maryann Edwards, Mayor
11086-0001\1 076956v6.doc
STATE OF CALIFORNIA )
ss
COUNTY OF RIVERSIDE )
On before me, personally appeared
who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),
and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of
which the person(s)acted executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Notary Public
2
11086-000111076956v6.doc
EXHIBIT "A"
i
. Ay of Terlpet7Ula
:z-403 3
a, CA 92589
DOC q 2td03-1i~1YSPj4
02/t3r2003 e6:0eR. Fea:11C
P.p. I of 2
Recorded !n Official Records
County or Rt Wre Ed.
C.ry L. Oreo
A... S.- County Clark a Raw~Jar
l1[ 1i R11 11I1111ai 1u t u r.c. r a.a a ,co. .a+ w ..r te .r
10111
C
LC
TWA 013-013
Doc. Trans. Tax - computed on full value of property conveyed S 040 ; i• ~ ,
TAX DEED TO PURCHASER OF TAX-DEFAULTED P O ERr~ wa.,a~y
On which the legally levied taxes were a lien for Fiscal Year .129.U ]S
and for nonpaymentwere duly declared tobe In default. 25-gZ7sg~jq11-Oc
Default Number
This deed, between the Tax Collector of ___jL!ER>ID.L_ County CSELLER•) ana
(,PURCHASER^) conveys to the PURCIiASER the real property described herein
which the SELLER sold to the PURCFfASER BY AS ACREWENT EFFECTIVE NOVEMBER 7. 2002
pursuant to a statutory power of sale In accordance with the provisions of Division
1, Part 6, ChapterjL, Revenue and Taxation Code,.for the sum of S q.Ql S. NO taxing agency objected to the sale.
In accordance,with law, the SELLER, hereby grants to the PURCHASER, title free
of all encumbrances of any kind existing before the sale, pursuant to 53712 of the
Revenue and Taxation Code that real property situated In said County, State of
California, last assessed to ~Sl F LA-RANCHO REALTY _ 922045011-1
Assossoe$Parcel Numbet
SCE A7TACIIEV
State of California Executed on
_ RIVERMIM- County NOVL BER 7, Z 2 ~L:Z-'`c •~c c t,.rt~
T~Yconeao~ - `pE~OER, q~`
On NOVFM61 I tpQ~_, uefae ne, _ rARy_AgfQ____, personally . cffl
appeared _pAuLt4rbf1llt~_., •ptrsanOlt, known tome to bt both the Tax Collector of sald Jr
County and the person who subscribed to the -Ithfn Instaument and aeknawltdpe6 to me that helshe 2 COs .
executed the sa1M in Ids/her luthilriYed C1010ty as Tax Cotlettor, end that by hisihtr signature on
Iht Instrument the person, orrthe entity upon behalf of which the person acted, executed the Instrument. O pl~ ~
v L
VATNrsS myhand and official seal, * , r
/1 Ate ~
__CASY_L9PAQ..___-_ ~ broANIP
Cb".1y Clerk/Astesfor Deputy
053706 G 3804 1143 Code
RIVERSIDE,CA DOCUMENT: DD 2001.10150E Phq* 1 of 2
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11086-0001\1 07695 6v 6. d o c
922045011-/
PAGE 2
'IEGAL DESCHFTi0h*
THE SOUTHEASTERLY 10 FEET OF MAIN STREET VACATED BY RESOLUTION 75-104, RECORDED APRIL 23, 1975 AS
INSTRUMENT NUMBER 46491 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY, CALIFORNIA. LYING WITFIIN RIVER STREET.
TOGETHER WITH THAT PORTION OF RIVER STREET, AS VACATED BY RESOLUTION RECORDED AUGUST 6, 19401N BOOK
474, PAGE 109 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY, CALIFORNIA, AS SHOWN BY MAP OF THE TOWNSITE OF
FEMECULA ON FILE IN BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA. DESCRIBED AS
rOLLOWS:
GEGINNING AT THE
THENCF. SOUTHEASTERLY IN A STRAIGHT LINE TO A POINT ON THE NORTHWESTERLY BOUNDARY OF THIRD STREET, AS
SHOWN ON SAID MAP, EXTENDED SOUTHWESTERLY, WHICH POINT IS 3S FEET SOUTHWESTERLY FROM THE MOST
SOUTHERLY CORNER OF SAID BLOCK 28: THENCE NORTHEASTERLY ON THE NORTHWESTERLY BOUNDARY OF THIRD
STREET EXTENDED 35 FEET: THENCE NORTHWESTERLY ON THE NORTHEASTERLY BOUNDARY OF RIVER STREET 300 FEET
TO THE POINT OF BEGINNING.
EXCEPTING THERLFROM THAT PORTION CONVL•YED TO LEVERNE PARKER, TRUSTEE OR ANY SUCCESSOR TRUSTEE OF THE
LEVERN E PARKER TRUST UNDER TRUST AGREEMENT DATED NOVEMBER 20, 1980 BY DEED RECORDED DECEMBER 2, 1980
AS INSTRUMENT NUMBER 224898 OF OFFICIAL RECORDS OF SAID RIVERSIDE COUNTY.
f I(IIlI IIIII(IIII 11111!1 III 1111111 If III iil Illil lilt Ills bz -1013FJI
e .1
RIVERSIDE,CA DOCUMENT: DO 2003 101508 Pige 2 of 2
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2
11086-0001\1076956v6. doe
EXHIBIT "B"
TEMPORARY CONSTRUCTION EASEMENT
This Agreement, made between Parker Family Enterprises, LLC, hereinafter designated
Grantor, and between the City of Temecula, hereinafter designated Grantee, does hereby grant
unto the Grantee, its contractors, subcontractors, and employees permission to enter the property
more particularly described as Exhibit "A" attached hereto and grants the exclusive right to
perform construction activities necessary to construct the Main Street Bridge.
IT IS UNDERSTOOD that the Easement rights herein granted shall terminate upon
completion or abandonment of the above-mentioned construction project, whichever is sooner.
IT IS ALSO UNDERSTOOD that the Easement herein granted does not convey any right
or interest in the above-described property, except as stated herein, nor prevent Grantor from the
use of said property; provided, however that such use does not interfere with the rights herein
granted.
In addition, the Grantee, its contractors, and employees agree to the following conditions of
entry:
1. DAMAGE TO PROPERTY: Shall exercise care to avoid damaging the property
in any manner not consistent with the purpose for which this agreement is issued.
By:
2. COOPERATION WITH GRANTOR: Shall at all times cooperate with Grantor
and comply with reasonable requests not inconsistent with the purpose for which
this agreement is issued.
3. CLEANUP: Shall exercise care to maintain the property in its condition prior to
any construction activities.
City of Temecula Parker Family Enterprises, LLC
Grantee Grantor
Maryanne Edwards, Mayor (Include Title)
Date
Date
11086-0001\1 076956v6.doc
EXHIBIT "A"
ly ur Tejpefula
3oy4033
lemecula• CA 92589
DOC " 2003-101°30P1
0VI.V2003 06:04A-Fa.:VIC
Pride I or 2
Raaord.a In arflca.t Record.
County or nl..raad.
Gary L. Or.o
As ar, County C1.11i 6 R.wrdar
11111111111111111111111111111111111111111111111111
n s
ton
,nc
s.a ,.ar, 1 rw
C
taut mwun nett, ux wnecttu
TRA 01 3-013 /
Doc. Trans. Tax - computed on full value of property conveyed S 0.90
; i--~
Ar.+,`w
TAX DEED TO PURCFlA$ER OF TAX-DEFAULTED PROPERTY
On which the legally levied taxes were a lien for Fiscal Year _L .D.4-JM
and for nonpayment were duly declared tobe in default. 2~227S9S~ t7 1-0000
Default Number
This deed, between the Tax Collector of --_1iLyynjDL County (SELLER') and
(4URCHASER-) conveys to the PURCHASER the real property described herein
which the SELLER sold to the PURWASER By AN ACRFEMFNT EFFECTIVE NOVEMBER 7,2DO2
pursuant so a statutory puwer of sale In accordance with the provisions of Division
1, Part 6, ChapterjL, Revenue and Taxation Code, for the sum of f 5,015 37.-_
NO. vexing agency objected to the sale.
In accordance,with law, the SELLER, hereby grants to the PURCHASER, title free
of all eincumbrances of any kind exl6ting before the sale, pursuant to 03712 of the
Revenue and Taxation Code that real property situated In said County, State of
California, last assessed to X) FKLA,RANCHO REALTY 922045011-$
Auasort Hrtd Nvrthe~
stC ATTACIIeU
State at California Executed on
_ RIVER$Ir)L__ County NOVIMQEq_Z, _~Q_02 - e~L Gt 4,cLL~ _
Tar cantaor l Gpt30ER, 9/✓
on NPVFN6tg,z,jggz_, before me, Personally r (cp
appealed _Bt-4LMCp31tpe0-,'personalty intern to nit to be both Iha Tax Collector of said
COUrity gild the pettily, who subt[rlbed to lha within Inatrumenl ind .cknuwltdged to mo that hefsho Z Os.
taatutd felt saint in Ids /her luthml2ed ap acity as Tag Catleclnr, and that by Ids liter signature on
O
the IneUuinant the person, or 'the emlty upon behalf of which the Patton acted, urcuted lho l0trdment. O
vdTNrss mvhand and official seal. ar ~ t• ti 1 -
Ce+usty ❑erk (.151ca41 pePUty
0:3709 a 3304 HS I Cad.
RIVERSIDE,CA DOCU140,T: DO 2003.101506 Pnge 1 of 2
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11086-0001\1076956v6.doc
922045011-e
PAGE 2
%CCAL DESCRPTION-
THE SOUTHEASTERLY 10 FEET OF MAIN STREET VACATED BY RESOLUTION 7S-104, RECORDED APRIL 23, 1975 AS
INSTRUMENT NUMBER 46491 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY, CALIFORNIA, LYING WITHIN RIVER STREET.
TOGETHER WITH THAT PORTION OF RIVER STREET, AS VACATED BY RESOLUTION RECORDED AUGUST 6, 1940 IN BOOT;
474, PAGE 109 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY. CALIFORNIA, AS SHOWN BY MAP OF THE TOWNSITE OF
FEMECULA ON FILE IN BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEC0 COUNTY. CALIFORNIA. DESCRIBED AS
FOLLOWS:
611GINNING AT THE MOST WESTERLY CORNER
SOUTHERLY CORNER OF SAID
STREET EXTENDED 35 FEET; TF
TO THE POINT OF BEGINNING.
POINT IS 3S FEET
300 FEET
EXCEPTING THEREFROM "THAT PORTION CONVEYED TO LEVERNE PARKER, TRUSTEE OR ANY SUCCESSOR TRUSTEE OF THE
LEVERNE PARKER TRUST UNDEXTRUST AGREEMENT DATED NOVEMBER 20, 1980 BY DEED RECORDED DECEMBER 2, 1960
AS INSTRUMENT NUMBER 224898 OF OFFICIAL RECORDS OF SAID RIVERSIDE COUNTY.
1111111 l l 111 1111 1111 111 111 1111111 11111 111 llf iI Iili IIN r2
RIVERSIDE,CA DOCUMENT: DO 2003 101508 Page 2 of 2
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11086-0001\1076956v6. doe
ITEM NO. 9
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Acceptance of certain Public Streets into the City-Maintained System within
Tract Map No. 23064 (Located northeasterly of the intersection of Deer Hollow
Way and Peppercorn Drive)
PREPARED BY: Daniel York, City Engineer
Steve Charette, Associate Engineer
RECOMMENDATION: That the City Council:
1. Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ACCEPTING CERTAIN PUBLIC STREETS INTO THE
CITY-MAINTAINED SYSTEM (WITHIN TRACT NOS. 23064)
BACKGROUND: Tract Map No. 23064 was originally approved by the Riverside County
Board of Supervisors on March 26, 2002. The Tract is located within the Redhawk area which was
annexed into the City of Temecula on June 30, 2005. On February 13, 2007 City Council approved
substitution agreement and bonds submitted by Centex Homes.
Tract Map No. 23064 was originally approved by the Riverside County Board of Supervisors and
recorded by the County Recorder on March 26, 2002. In June of 2005, the Tract was annexed into
the City of Temecula as part of the Redhawk area annexation. As indicated on the recorded map,
the developer dedicated to public use for street and public utility purposes streets designated as
lettered lots on the map.
The County Board of Supervisors accepted the offers of dedication at the time of map recordation
for each Tract. At the time of annexation the streets offered for dedication on the map became
street right-of-way offers within the City of Temecula.
City Public Works staff has since reviewed and inspected the public improvements and determined
that all required repairs and replacements were satisfactorily completed. The Performance bonds
for the Tracts have therefore been released, however, the one-year Warranty Bonds and Labor and
Materials Bonds have not been released. The Warranty Bonds will be released at the end of the
one-year period in July, 2010. The Labor and Materials Bonds will be released six months into the
one-year warranty period in January, 2010.
The public streets now being accepted by this action are as follows:
Portion of Deer Hollow Way, Corte Mislanca, Caminito Lorca, portion of Camino Rubi and
portion of Via Puebla.
FISCAL IMPACT: Periodic surface and I or structural maintenance will be required
every 5 to 8 years.
ATTACHMENTS: Resolution No. 09 - with Exhibits "A - B" inclusive.
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ACCEPTING CERTAIN PUBLIC
STREETS INTO THE CITY-MAINTAINED SYSTEM
(WITHIN TRACT NO. 23064)
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE
AS FOLLOWS:
WHEREAS, Tract Map No. 23064 was recorded by the County Recorder at
March 22, 2002 in which offers of dedication for street and public utility purposes were
accepted by the City of Temecula from Centex Homes; and,
WHEREAS, City Public Works Staff reviewed and inspected the public
improvements and all repairs and replacements were satisfactorily completed; and,
WHEREAS, Only the Warranty Bond and Labor and Material Bond pertaining to
this tract have not been released; and,
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of
Temecula hereby accepts into the City-Maintained Street System the streets offered to
and accepted by the City of Temecula described in Exhibits "A" and "B" attached hereto.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of
Temecula this 14th day of July, 2049.
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA }
I, Susan W. Jones, MMC, City Clerk of the City of Temecula, do hereby certify that
the foregoing Resolution No. 09- was duly and regularly adopted by the City Council of
the City of Temecula at a meeting thereof held on the 14th day of July, 2009, by the
following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Susan W. Jones, MMC
City Clerk
EXHIBIT "A" TO RESOLUTION NO. 2009 -
Accepting certain public streets offered to and accepted by the City
of Temecula as indicated on Tract Map 23064 into the City-
Maintained Street System as described as follows:
1. Lot "A" (portion of Deer Hollow Way) of said Tract Map No. 23064
2. Lot "B" (Corte Mislanca) of said Tract Map No. 23064
3. Lot "C" (Caminito Lorca) of said Tract Map No. 23064
4. Lot "D" (portion of Camino Rubi) of said Tract Map No. 23064
5. Lot "E" (portion of Via Puebla) of said Tract Map No. 23064
EXHIBIT "B" TO RESOLUTION NO. 2009-
To
I
I
MN[ UfQ R0AO
0
I
m
VICINITY MAP
NO SCALE
TRACT MAP 23064
ITEM NO. 1 0
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Award a Construction Contract for Street Striping Program for FY 2009-2010,
Project No. PW09-04
PREPARED BY: Mayra De La Torre, Senior Engineer- CIP
Chris White, Assistant Engineer- CIP
RECOMMENDATION: That the City Council:
Award a Construction Contract for the Street Striping Program for FY 2009-2010, Project No.
PW 09-04 to Pacific Striping, Inc. in the amount of $111,925.00.
2. Authorize the City Manger to approve change orders not to exceed the contingency amount
of $11,192.50, which is equal to 10% of the contract amount.
BACKGROUND: The Street Striping Program FY 2009-2010, Project No. PW 09-04 (the
Project) provides for bi-annual Citywide re-painting of street striping and pavement markings as part
of routine maintenance. In addition to repainting existing stripes and pavement markings, the scope
of work includes minor modifications as directed by the City Engineer including the removal of
existing stripes and the placement of new traffic stripes and pavement markings.
On May 12, 2009 the City Council approved the bid package for the Project and authorized the
Department of Public Works to solicit construction bids. On Tuesday June 23, 2009, eight bids were
received and publicly opened and read aloud. The results were as follows:
1.
Pacific Striping, Inc.
$ 111,925.00
2.
Orange County Striping Services, Inc.
$ 135,227.50
3.
JP Striping, Inc.
$ 159,500.00
4.
Chrisp Company
$ 165,100.00
5.
J & S Striping Company, Inc.
$ 180,550.00
6.
Sterndahl Enterprises, Inc.
$ 192,225.00
7.
Prestige Striping Services
$ 211,375.00
8.
PCI
$ 264,325.00
Staff has reviewed the bids and found Pacific Striping, Inc. to be the lowest responsible bidder with a
bid amount of $111,925.00. Pacific Striping, Inc. has public contracting experience and has
successfully undertaken similar projects for other public agencies in Southern California.
The work to be performed will be completed within the 2009/ 2010 Fiscal Year, July 1, 2009 to June
30, 2010. Additionally, the City may extend this contract in one year increments for each of the
following three (3) fiscal years. The quantities of work and individual unit prices will be negotiated
with the contractor at the time of each extension. In no event shall the contract be extended beyond
June 30, 2013.
The specifications allow for thirty (30) working days construction duration. The engineering estimate
was $144,725.00.
FISCAL IMPACT: The Street Striping Program FY 2009-2010 is funded with Public Works
Maintenance Division FY2009-2010 Operating Budget for Public Works Routine Street Maintenance
Striping/ Stenciling. Adequate funds are available in Account No. 001-164-601-5410. The total
project cost is $123,117.50, which includes the contract amount of $111,925.00 plus the 10%
contingency of $11,192.50.
ATTACHMENTS
Contract
CITY OF TEMECULA, PUBLIC WORKS DEPARTMENT
CONTRACT
FOR
PROJECT NO. PW09-04
STREET STRIPING PROGRAM FY 2009-90
THIS CONTRACT, made and entered into the 14th day of July, 2009 by and between
the City of Temecula, a municipal corporation, hereinafter referred to as "CITY", and
Pacific Striping, Inc., hereinafter referred to as "CONTRACTOR."
WITN ESSETH:
That CITY and CONTRACTOR, for the consideration hereinafter named,
mutually agree as follows:
CONTRACT DOCUMENTS. The complete Contract includes all of the Contract
Documents, to wit: Notice Inviting Bids, Instructions to Bidders, Proposal,
Performance Bond, Labor and Materials Bond, Plans and Specifications entitled
Street Striping Program FY 2009-10, PROJECT NO. PW09-04„ Insurance
Forms, this Contract, and all modifications and amendments thereto, the State of
California Standard Plans and Specifications (latest edition), issued by the
California Department of Transportation, where specifically referenced in the
Plans, Special Provisions, and Technical Specifications, and the latest version of
the Standard Specifications for Public Works Construction, including all
supplements as written and promulgated by Public Works Standards, Inc
(hereinafter, "Standard Specifications") as amended by the General
Specifications, Special Provisions, and Technical Specifications for Street
Striping Program FY 2009-10, PROJECT NO. PW09-04. Copies of these
Standard Specifications are available from the publisher:
BNi Building News
Division of BNi Publications, Inc.
1612 South Clementine St.
Anaheim, California 92802
(714) 517-0970
The Standard Specifications will control the general provisions, construction
materials, and construction methods for this Contract except as amended by the
General Specifications, Special Provisions, and Technical Specifications for
Street Striping Program FY 2009-10, PROJECT NO. PW09-04.
In case of conflict between the Standard Specifications and the other Contract
Documents, the other Contract Documents shall take precedence over, and be
used in lieu of, such conflicting portions.
Where the Contract Documents describe portions of the work in general terms,
but not in complete detail, it is understood that the item is to be furnished and
installed completed and in place and that only the best general practice is to be
used. Unless otherwise specified, the CONTRACTOR shall furnish all labor,
materials, tools, equipment, and incidentals, and do all the work involved in
executing the Contract.
The Contract Documents are complementary, and what is called for by anyone
shall be as binding as if called for by all. Any conflict between this Contract and
any other Contract Document shall be resolved in favor of this Contract.
2. SCOPE OF WORK. CONTRACTOR shall perform everything required to be
performed, shall provide and furnish all the labor, materials, necessary tools,
expendable equipment, and all utility and transportation services required for the
following:
Street Striping Program FY 2009-10, PROJECT NO. PW09-04,
All of said work to be performed and materials to be furnished shall be in strict
accordance with the Drawings and Specifications and the provisions of the
Contract Documents hereinabove enumerated and adopted by CITY.
3. CITY APPROVAL. All labor, materials, tools, equipment, and services shall be
furnished and work performed and completed under the direction and
supervision, and subject to the approval of CITY or its authorized
representatives.
4. CONTRACT AMOUNT AND SCHEDULE. The CITY agrees to pay, and
CONTRACTOR agrees to accept, in full payment for, the work agreed to be
done, the sum of: One Hundred Eleven Thousand Nine Hundred Twenty-Five
DOLLARS and No CENTS ($111,925.00), the total amount of the base bid.
CONTRACTOR agrees to complete the work in a period not to exceed Thirty
(30) working days, commencing with delivery of a Notice to Proceed by CITY.
Construction shall not commence until bonds and insurance are approved by
CITY.
5. CHANGE ORDERS. All change orders shall be approved by the City Council,
except that the City Manager is hereby authorized by the City Council to make,
by written order, changes or additions to the work in an amount not to exceed the
contingency as established by the City Council.
6. PAYMENTS
A. LUMP SUM BID SCHEDULE:
Before submittal of the first payment request, the CONTRACTOR shall
submit to the Engineer a schedule of values allocated to the various
portions of the work, prepared in such form and supported by such data
to substantiate its accuracy as the Engineer may require. This schedule,
as approved by the Engineer, shall be used as the basis for reviewing the
CONTRACTOR's payment requests.
B. UNIT PRICE BID SCHEDULE:
Pursuant to Section 20104.50 of the Public Contract Code, within thirty
(30) days after submission of a payment request to the CITY, the
CONTRACTOR shall be paid a sum equal to ninety percent (90%) of the
value of the work completed according to the bid schedule. Payment
request forms shall be submitted on or about the thirtieth (30th) day of
each successive month as the work progresses. The final payment, if
unencumbered, or any part thereof unencumbered, shall be made sixty
(60) days after acceptance of final payment and the CONTRACTOR filing
a one-year Warranty and an Affidavit of Final Release with the CITY on
forms provided by the CITY.
C. Payments shall be made on demands drawn in the manner required by
law, accompanied by a certificate signed by the City Manager, stating that
the work for which payment is demanded has been performed in
accordance with the terms of the Contract, and that the amount stated in
the certificate is due under the terms of the Contract. Partial payments on
the Contract price shall not be considered as an acceptance of any part of
the work.
D. Interest shall be paid on all undisputed payment requests not paid within
thirty (30) days pursuant to Public Contracts Code Section 20104.50.
Public Contract Code Section 7107 is hereby incorporated by reference.
E. In accordance with Section 9-3.2 of the Standard Specifications for Public
Works Construction and Section 9203 of the Public Contract Code, a
reduction in the retention may be requested by the Contractor for review
and approval by the Engineer if the progress of the construction has been
satisfactory, and the project is more than 50% complete. The Council
hereby delegates its authority to reduce the retention to the Engineer.
7. LIQUIDATED DAMAGES - EXTENSION OF TIME. In accordance with
Government Code Section 53069.85, CONTRACTOR agrees to forfeit and pay
to CITY the sum of one thousand dollars ($1,000.00) per day for each calendar
day completion is delayed beyond the time allowed pursuant to Paragraph 4 of
this Contract. Such sum shall be deducted from any payments due to or to
become due to CONTRACTOR. CONTRACTOR will be granted an extension of
time and will not be assessed liquidated damages for unforeseeable delays
beyond the control of, and without the fault or negligence of, the CONTRACTOR
including delays caused by CITY. Within ten (10) calendar days of the
occurrence of such delay, CONTRACTOR shall give written notice to CITY.
Within thirty (30) calendar days of the occurrence of the delay, CONTRACTOR
shall provide written documentation sufficient to support its delay claim to CITY.
CONTRACTOR'S failure to provide such notice and documentation shall
constitute CONTRACTOR'S waiver, discharge, and release of such delay claims
against CITY.
8. WAIVER OF CLAIMS. On or before making each request for payment under
Paragraph 6 above, CONTRACTOR shall submit to CITY, in writing, all claims for
compensation as to work related to the payment. Unless the CONTRACTOR
has disputed the amount of the payment, the acceptance by CONTRACTOR of
each payment shall constitute a release of all claims against the CITY related to
the payment. CONTRACTOR shall be required to execute an affidavit, release,
and indemnity agreement with each claim for payment.
9. PREVAILING WAGES. Pursuant to the provisions of Section 1773 of the Labor
Code of the State of California, the City Council has obtained the general
prevailing rate of per diem wages and the general rate for holiday and overtime
work in this locality for each craft, classification, or type of workman needed to
execute this Contract, from the Director of the Department of Industrial Relations.
These rates are available from the California Department of Industrial Relation's
Internet Web Site at http://www.dir.ca.gov. CONTRACTOR shall post a copy of
such wage rates at the job site and shall pay the adopted prevailing wage rates
as a minimum. CONTRACTOR shall comply with the provisions of Section
1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code.
Pursuant to the provisions of 1775 of the Labor Code, CONTRACTOR shall
forfeit to the CITY, as a penalty, the sum of $50.00 for each calendar day, or
portion thereof, for each laborer, worker, or mechanic employed, paid less than
the stipulated prevailing rates for any work done under this Contract, by him or by
any subcontractor under him, in violation of the provisions of the Contract.
10. TIME OF THE ESSENCE. Time is of the essence in this contract.
11. INDEMNIFICATION. All work covered by this Contract done at the site of
construction or in preparing or delivering materials to the site shall be at the risk
of CONTRACTOR alone. CONTRACTOR agrees to save, indemnify, hold
harmless and defend CITY, DISTRICT, and/or AGENCY its officers, employees,
and agents, against any and all liability, injuries, or death of persons
(CONTRACTOR's employees included) and damage to property, arising directly
or indirectly out of the obligations herein undertaken or out of the operations
conducted by CONTRACTOR, save and except claims or litigations arising
through the sole active negligence or sole willful misconduct of the CITY.
The CONTRACTOR shall indemnify and be responsible for reimbursing the CITY
for any and all costs incurred by the CITY as a result of Stop Notices filed against
the project. The CITY shall deduct such costs from Progress Payments or final
payments due to the CITY.
12. GRATUITIES. CONTRACTOR warrants that neither it nor any of its employees,
agents, or representatives has offered or given any gratuities or promises to
CITY's employees, agents, or representatives with a view toward securing this
Contract or securing favorable treatment with respect thereto.
13. CONFLICT OF INTEREST. CONTRACTOR warrants that he has no blood or
marriage relationship, and that he is not in any way associated with any City
officer or employee, or any architect, engineer, or other preparers of the
Drawings and Specifications for this project. CONTRACTOR further warrants
that no person in its employ has been employed by the CITY within one year of
the date of the Notice Inviting Bids.
14. CONTRACTOR'S AFFIDAVIT. After the completion of the work contemplated by
this Contract, CONTRACTOR shall file with the City Manager, its affidavit stating
that all workmen and persons employed, all firms supplying materials, and all
subcontractors upon the Project have been paid in full, and that there are no
claims outstanding against the Project for either labor or materials, except certain
items, if any, to be set forth in an affidavit covering disputed claims or items in
connection with a Stop Notice which has been filed under the provisions of the
laws of the State of California.
15. NOTICE TO CITY OF LABOR DISPUTES. Whenever CONTRACTOR has
knowledge that any actual or potential labor dispute is delaying or threatens to
delay the timely performance of the Contract, CONTRACTOR shall immediately
give notice thereof, including all relevant information with respect thereto, to
CITY.
16. BOOKS AND RECORDS. CONTRACTOR's books, records, and plans or such
part thereof as may be engaged in the performance of this Contract, shall at all
reasonable times be subject to inspection and audit by any authorized
representative of the CITY.
17. INSPECTION. The work shall be subject to inspection and testing by CITY and
its authorized representatives during manufacture and construction and all other
times and places, including without limitation, the plants of CONTRACTOR and
any of its suppliers. CONTRACTOR shall provide all reasonable facilities and
assistance for the safety and convenience of inspectors. All inspections and
tests shall be performed in such manner as to not unduly delay the work. The
work shall be subject to final inspection and acceptance notwithstanding any
payments or other prior inspections. Such final inspection shall be made within a
reasonable time after completion of the work.
18. DISCRIMINATION. CONTRACTOR represents that it has not, and agrees that it
will not, discriminate in its employment practices on the basis of race, creed,
religion, national origin, color, sex, age, or handicap.
19. GOVERNING LAW. The City and Contractor understand and agree that the laws
of the State of California shall govern the rights, obligations, duties and liabilities
of the parties to this Contract and also govern the interpretation of this Contract.
Any litigation concerning this Contract shall take place in the municipal, superior,
or federal district court with geographic jurisdiction over the City of Temecula. In
the event of litigation between the parties concerning this Contract, the prevailing
party as determined by the Court, shall be entitled to actual and reasonable
attorney fees and litigation costs incurred in the litigation.
20. PROHIBITED INTEREST. No member, officer, or employee of the City of
Temecula or of a local public body shall have any interest, direct or indirect, in
the contract or the proceeds thereof during his/her tenure or for one year
thereafter.
Furthermore, the contractor/consultant covenants and agrees to their knowledge
that no board member, officer or employee of the City of Temecula has any
interest, whether contractual, non-contractual, financial or otherwise, in this
transaction, or in the business of the contracting party other than the City of
Temecula, and that if any such interest comes to the knowledge of either party at
any time, a full and complete disclosure of all such information will be made, in
writing, to the other party or parties, even if such interest would not be
considered a conflict of interest under Article 4 (commencing with Section 1090)
or Article 4.6 (commencing with Section 1220) of Division 4 of Title I of the
Government Code of the State of California.
21. ADA REQUIREMENTS. By signing this contract, Contractor certifies that the
Contractor is in total compliance with the Americans with Disabilities Act of 1990,
Public Law 101-336, as amended.
22. WRITTEN NOTICE. Any written notice required to be given in any part of the
Contract Documents shall be performed by depositing the same in the U.S. Mail,
postage prepaid, directed to the address of the CONTRACTOR as set forth in the
Contract Documents, and to the CITY addressed as follows:
Mailing Address:
Street Address:
Greg Butler
Greg Butler
Director of Public Works
Director of Public Works
City of Temecula
City of Temecula
P.O. Box 9033
43200 Business Park Drive
Temecula, CA 92589-9033
Temecula, CA 92590-3606
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed
on the date first above written.
DATED:
CONTRACTOR
Pacific Striping, Inc.
P.O. Box 1691
Whittier, Ca. 90609
(562) 945-7805
By:
Print or type NAME
Print or type TITLE
By:
Print or type NAME
Print or type TITLE
(Signatures of two corporate officers required for Corporations)
DATED: CITY OF TEMECULA
By:
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC, City Clerk
APPROVED AS TO FORM:
Peter M. Thorson, City Attorney
ITEM NO. 11
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Director of Public Works
DATE: July 14, 2009
SUBJECT: Budget Transfer and Change Order No. 12 to the Pechanga Parkway Street
Improvements Project, Project Number PW99-11, to Construct the Dual Right
Turn Lanes from Temecula Parkway to Pechanga Parkway
PREPARED BY: Amer Attar, Principal Engineer
Mayra De La Torre, Senior Engineer
RECOMMENDATION: That the City Council:
1. Approve a budget transfer of $80,000.00 of Development Impact Fee - Streets, from the
Murrieta Creek Bridge and Overland Drive Extension to Diaz Road Project, Project Number
PW00-26, to the Dual Right Turn Lanes from Temecula Parkway to Pechanga Parkway
Project, Project Number PW06-11; and
2. Approve Change Order No. 12 for $293,500 to construct the Dual Right Turn Lanes from
Temecula Parkway to Pechanga Parkway (CIP Project Number PW06-11) as part of the
Pechanga Parkway Street Improvements Project, Project Number PW99-11 and authorize
the City Manager to execute the change order; and
3. Approve a contingency to Change Order No. 12 in the amount of $29,350, which is 10% of
the change order amount and authorize the City Manager to approve changes up to the
contingency amount.
BACKGROUND: The Pechanga Parkway Street Improvements Project, Project No. PW99-11 is
approaching its conclusion. This project widened Pechanga Parkway from Temecula Parkway to
Pechanga Road. The improvements included grading, curb, gutter, sidewalk, concrete medians,
landscape and irrigation, drainage facilities, traffic signals, and signing and striping.
The Dual Right Turn Lanes from Temecula Parkway to Pechanga Parkway Project, Project No.
PW06-11 will add an additional right turn lane on Temecula Parkway to allow more cars to make the
right turn to Pechanga Parkway simultaneously. This will relieve congestion caused by vehicles
backing up on Temecula Parkway to make this right turn, thus impacting through traffic. The
Improvements include grading, curb & gutter, sidewalk, traffic signal modifications, signing and
striping.
Staff has been working with the City Attorney to acquire the needed right of way for the additional
right turn lane for the past year. On November 25, 2008, the City Council adopted a Resolution of
Necessity declaring the needed property necessary for a public purpose and authorizing its
acquisition through the Eminent Domain Process. The City gained possession of the property on
June 5, 2009.
When the necessity of implementing the Dual right Turn Lanes project arose, staff contemplated
adding this work to the Pechanga Parkway project. The scope of work for the Dual Right Turn
Lanes project is exactly the same as some of the work on the Pechanga Parkway project; a road
widening, including grading, curb & gutter, sidewalk, signing and striping. As a matter of fact, the
two projects overlap at the southwest corner of Pechanga Parkway and Temecula Parkway. During
the course of constructing the Pechanga Parkway project, staff directed modifications of the curb
return at this location so it would not have to be removed and reconstructed during the construction
of the Dual Right Turn Lanes project. Staff did not initially combine the two projects because the
timing of each project was not certain and staff did not want one project to delay the other. As
indicated above, the City had to go through Eminent Domain proceedings to acquire the necessary
right of way for the Dual Right Turn Lanes project. Had the two projects been combined, the
Pechanga Parkway project would have been delayed until June 5, 2009, when the City gained
possession of the property required for the Dual Right Turn project. In addition, the Pechanga
Parkway project is partially funded with federal funds. As such, proceeding with construction was
contingent on federal authorization. A delay of this authorization could have delayed both projects.
In order to expedite the implementation of the Dual Right Turn Lanes project, staff is requesting
approval to add this work to the Pechanga Parkway Street Improvements project as a change order.
This will ensure thatthe work will start as soon as the change order is approved by the City Council.
Staff requested a proposal to construct the Dual Right Turn Lanes from All American Asphalt (AAA),
the contractor for the Pechanga Parkway Street Improvements Project. AAA submitted a proposed
cost of $293,500.00 for the necessary work. Provisions for the work stipulate that no daytime lane
closures will be permitted on Temecula Parkway and that one lane may be closed during night work.
This restriction will minimize the impact and inconvenience to the travelling public. Staff reviewed
the proposal and found it to be reasonable for the type of work to be carried out based on the
restricted work area. AAA's familiarity with the project area and traffic conditions will help them
complete this additional work efficiently and in the most expeditious manner.
FISCAL IMPACT: The Dual Right Turn Lanes Project, Project No. PW06-11 is a Capital
Improvement Program project included in the Fiscal Year 2010/2014 CIP budget approved by the
City Council. The project is funded with SB 621 (Indian Gaming Funds) and Development Impact
Fees -Streets (DIF). In order to implement the project an additional $80,000 is needed to cover
project costs. Adequate DIF-Streets funds are available to transfer from the Murrieta Creek Bridge
and Overland Drive Extension to Diaz Road Project, Project Number PW00-26 (No. 210-165-602-
5700). With the recommended transfer to the project account (No. 210-165-637-5804), adequate
funds will be available for the $293,850 change order and the requested $29,350 contingency.
ATTACHMENTS: 1. Change Order #12
2. Project Description
3. Project Location
CITY OF TEMECULA CONTRACT CHANGE ORDER NO. 12
CONTRACT NO. PW99-11
FEDERAL PROJECT NO. PLHL 5459(014)
Page 1 of 2
PROJECT: Pechanga Parkway Phase II Street Improvements, Project Number PW99-11
TO CONTRACTOR: All American Asphalt
NOTE: This change order is not effective until approved by the City Manager.
CHANGE ORDER REQUESTED BY: City
12.1 DESCRIPTION OF WORK:
Extra work to be performed by the Contractor, as directed by the Engineer. This item includes all
necessary work to construct dual right turn lanes on Temecula Parkway traveling eastbound to
Pechanga Parkway (traveling southbound). The Contractor shall be responsible for all required
coordination with AT&T to allow AT&T to perform their facility relocation within the project schedule.
AT&T requires 2 weeks advance notice and 1 week to perform their work. This change includes full
compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the
work involved in constructing the dual right turn lanes and all associated improvements, as specified in
the Plans and Specifications, the Greenbook and as directed by the Engineer. This change is
associated with the Contractor's proposal dated 08/22/09.
The following are traffic/ lane closure restrictions that must be adhered to during this construction:
(a) All existing through lanes on Temecula Parkway shall remain open during the day; no
exceptions will be granted;
(b) The existing right turn lane on Temecula Parkway shall remain open during the day; no
exceptions will be granted;
(c) One lane can be closed on Temecula Parkway, when working at night.
METHOD OF PAYMENT:
Extra Work at Time and Material (Note: Contractor's extra work billings used 20% labor markup and
15% markup for equipment/materials):
Total Cost of Extra work (Contractor's proposal) $ 293,500.00
Total Item 12.1 $ 293,500.00
This price constitutes full compensation, including mark-ups for the work described above and no additional compensation will be allowed
therefore.
CCO 12 TOTAL INCREASE $ 293,500.00
R:\CIP\PR0JECTS\PW99\99-11 Pech Pkwy Phase 11 Street Improvs\00NSTRUCTl0M000\CC0 and Memos\CCO No. 12 Dual Rt Turn draft.doc
CITY OF TEMECULA
CONTRACT CHANGE ORDER NO. 12
CONTRACT NO. PW99-11
FEDERAL PROJECT NO. PLHL 5459(014)
Page 2 of 2
Original Contract Amount
$
8,131,964.98
Transfer from PW06-11 (acct no. 210-165-637-5804)
$
(293,500.00)
This Change
$
293,500.00
Previously Approved Changes
$
531,666.61
Total Adjusted Contract Amount
$
8,663,631.59
Original Contract Working Days
180
This Change Order
50
Previously Approved Additional Working Days
65
Total Adjusted Contract Working Days
295
Date
Prepared by:
Submitted by:
Approved:
(as authorized by City
Manager)
City of Temecula- Mayra De LaTorre, P.E.
Senior Engineer, CIP
City of Temecula - Amer Attar, P. E.
Principal Engineer, CIP
City of Temecula - Greg Butler, P.E.
Director of Public Works
Date
Date:
We the undersigned contractor have given careful consideration to the change proposed and hereby agree: If this
proposal is approved, that we will provide all equipment, furnish all materials, except as may otherwise be noted above;
and, perform all services necessary for the work specified above, and will accept as full payment the prices listed above.
Accepted:
Date:
By:
Name:
Contractor: All American Asphalt
Title:
Signature
Printed
If the contractor does not sign acceptance of this order, his attention is directed to the requirements of the specifications
as to proceeding with the ordered work and filing a written protest within the time therein specified.
R:\CIP\PR0JECTS\PW99\99-11 Pech Pkwy Phase 11 Street Improvs\00NSTRUCTl0M000\CC0 and Memos\CCO No. 12 Dual Rt Turn draft.doc
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ITEM NO. 12
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Genie Roberts, Director of Finance
DATE: July 14, 2009
SUBJECT: Phlebotomy Services for Fiscal Year 2008-09 and 2009-10
PREPARED BY: David Bilby Senior Debt Analyst
RECOMMENDATION: That the City Council:
1. Approve the First Amendment to the Agreement 08-211 between the City of
Temecula and American Forensic Nurses for Phlebotomy Services for fiscal year 2008-09 in the
amount of $10,000 for a total contract amount of $40,000.
2. Approve the Agreement between the City of Temecula and American Forensic
Nurses for Phlebotomy Services for fiscal year 2009-10 in the amount of $40,000.
BACKGROUND: On July 28, 2008, the City and Consultant entered into an Agreement
with AMERICAN FORENSIC NURSES for phlebotomy services, in the amount not to exceed
$30,000. Due to the increased demand for the services offered, it is required to increase the fiscal
year 2008-09 agreement by $10,000 in order to pay for the phlebotomy services provided to the
Temecula Police Department as part of their established law enforcement operations.
For fiscal year 2009-10 American Forensic Nurses has offered the City of Temecula reduced
contract rates which will save an estimated $2,500 in fiscal year 2009-10 based on the same
volumes as fiscal year 2008-09.
FISCAL IMPACT: Sufficient funds currently exist in the Police Budget to cover the
additional cost for fiscal year 2008-09. The line item budget has been approved in the amount of
$40,000 for fiscal year 2009-10 for phlebotomy services. The reduced contract pricing offered to the
City by American Forensic Nurses will save an estimated at $2,500 for fiscal year 2009-10
ATTACHMENTS: First Amendment to Agreement Between the City of Temecula and
American Forensic Nurses (for FY 2008-09)
Agreement for Professional Services Between the City of Temecula
and American Forensic Nurses for Phlebotomy Services (for FY
2009-10)
FIRST AMENDMENT TO AGREEMENT BETWEEN
THE CITY OF TEMECULA AND AMERICAN FORENSIC NURSES
FOR PHLEBOTOMY SERVICES
THIS FIRST AMENDMENT is made and entered into as of July 14, 2009 by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
AMERICAN FORENSIC NURSES ("Vendor"). In consideration of the mutual covenants and
conditions set forth herein, the parties agree as follows:
This Amendment is made with the respect to the following facts and purposes:
a. On July 28, 2008 the City and Vendor entered into that certain Agreement
08-211 entitled "AGREEMENT FOR CONSULTANT SERVICES BETWEEN THE CITY OF
TEMECULA AND AMERICAN FORENSIC NURSES FOR PHLEBOTOMY SERVICES", in the
amount not to exceed $30,000.
b. The parties now desire to increase the payment in the amount of
$10,000 and amend the Agreement as set forth in this Amendment.
2. The Section of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Vendor monthly, in accordance with the payment
rates and schedules and terms set forth in Exhibit B, Payment Rates and
Schedule, attached hereto and incorporated herein by this reference as
though set forth in full, based upon actual time spent on the above tasks.
Any terms in Exhibit B, other than the payment rates and schedule of
payment, are null and void. The First Amendment amount shall not
exceed Ten Thousand Dollars and No Cents ($10,000) for additional
Phlebotomy Services for a total Agreement amount of Forty Thousand
Dollars and No Cents ($37,000.00).
3. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF TEMECULA
CONSULTANT (Signatures of two corporate
officers are required):
By:
Maryann Edwards
Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
APPROVED AS TO FORM:
Peter M. Thorson
City Attorney
By:
Printed Name:
Title:
Printed
Title:
Name of Company:
Contact Person at Company:
Mailing Address, Telephone Number and
Fax Number of Company:
FSM Initials:
Date:
2
PD01-10
AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
CITY OF TEMECULA AND AMERICAN FORENSIC NURSES
FOR PHLEBOTOMY SERVICES
THIS AGREEMENT is made and effective as of July 14, 2009, between the
City of Temecula, a municipal corporation (hereinafter referred to as "City"), and American
Forensic Nurses, a Corporation (hereinafter referred to as "Consultant"). In consideration of
the mutual covenants and conditions set forth herein, the parties agree as follows:
1. TERM
This Agreement shall commence on July 14, 2009, and shall remain and continue in
effect until tasks described herein are completed, but in no event later than June 30, 2010
unless sooner terminated pursuant to the provisions of this Agreement.
2. SERVICES
Consultant shall perform the services and tasks described and set forth in Exhibit A,
attached hereto and incorporated herein as though set forth in full. Consultant shall complete
the tasks according to the schedule of performance which is also set forth in Exhibit A.
3.
Consultant shall at all time faithfully, competently and to the best of his or her ability,
experience, and talent, perform all tasks described herein. Consultant shall employ, at a
minimum, generally accepted standards and practices utilized by persons engaged in providing
similar services as are required of Consultant hereunder in meeting its obligations under this
Agreement.
4. PREVAILING WAGES
Not Used.
5. PAYMENT
a. The City agrees to pay Consultant monthly, in accordance with the
payment rates and terms and the schedule of payment as set forth in Exhibit B, Payment Rates
and Schedule, attached hereto and incorporated herein by this reference as though set forth in
full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the
payment rates and schedule of payment, are null and void. This amount shall not exceed Forty
Thousand and zero cents ($40,000.00) annually unless additional payment is approved as
provided in this Agreement.
b. Consultant shall not be compensated for any services rendered in
connection with its performance of this Agreement which are in addition to those set forth
herein, unless such additional services are authorized in advance and in writing by the City
Manager. Consultant shall be compensated for any additional services in the amounts and in
the manner as agreed to by City Manager and Consultant at the time City's written authorization
is given to Consultant for the performance of said services.
C. Consultant will submit invoices monthly for actual services performed.
Invoices shall be submitted between the first and fifteenth business day of each month, for
services provided in the previous month. Payment shall be made within thirty (30) days of
receipt of each invoice as to all non-disputed fees. If the City disputes any of Consultant's fees,
it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any
disputed fees set forth on the invoice. For all reimbursements authorized by this Agreement,
Consultant shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in
such form as approved by the Director of Finance.
6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten
(10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately
cease all work under this Agreement, unless the notice provides otherwise. If the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the
City shall pay to Consultant the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section
entitled "PAYMENT" herein.
DEFAULT OF CONSULTANT
a. The Consultant's failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Consultant is in default for cause under the terms of
this Agreement, City shall have no obligation or duty to continue compensating Consultant for
any work performed after the date of default and can terminate this Agreement immediately by
written notice to the Consultant. If such failure by the Consultant to make progress in the
performance of work hereunder arises out of causes beyond the Consultant's control, and
without fault or negligence of the Consultant, it shall not be considered a default.
b. If the City Manager or his delegate determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, it shall serve the
Consultant with written notice of the default. The Consultant shall have ten (10) days after
service upon it of said notice in which to cure the default by rendering a satisfactory
performance. In the event that the Consultant fails to cure its default within such period of time,
the City shall have the right, notwithstanding any other provision of this Agreement, to terminate
this Agreement without further notice and without prejudice to any other remedy to which it may
be entitled at law, in equity or under this Agreement.
8. OWNERSHIP OF DOCUMENTS
a. Consultant shall maintain complete and accurate records with respect to
sales, costs, expenses, receipts and other such information required by City that relate to the
performance of services under this Agreement. Consultant shall maintain adequate records of
services provided in sufficient detail to permit an evaluation of services. All such records shall
be maintained in accordance with generally accepted accounting principles and shall be clearly
identified and readily accessible. Consultant shall provide free access to the representatives of
City or its designees at reasonable times to such books and records, shall give City the right to
examine and audit said books and records, shall permit City to make transcripts there from as
necessary, and shall allow inspection of all work, data, documents, proceedings and activities
related to this Agreement. Such records, together with supporting documents, shall be
maintained for a period of three (3) years after receipt of final payment.
b. Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, maps, models, computer files containing
data generated for the work, surveys, notes, and other documents prepared in the course of
providing the services to be performed pursuant to this Agreement shall become the sole
property of the City and may be used, reused or otherwise disposed of by the City without the
permission of the Consultant. With respect to computer files containing data generated for the
work, Consultant shall make available to the City, upon reasonable written request by the City,
the necessary computer software and hardware for purposes of accessing, compiling,
transferring and printing computer files.
9. INDEMNIFICATION
The Consultant agrees to defend, indemnify, protect and hold harmless the City, District,
and/or Agency, its officers, officials, employees and volunteers from and against any and all
claims, demands, losses, defense costs or expenses, including attorney fees and expert witness
fees, or liability of any kind or nature which the City, District and/or Agency, its officers, agents,
employees or volunteers may sustain or incur or which may be imposed upon them for injury to
or death of persons, or damage to property arising out of Consultant's negligent or wrongful acts
or omissions arising out of or in any way related to the performance or non-performance of this
Agreement, excepting only liability arising out of the negligence of the City.
10. INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the contract insurance against
claims for injuries to persons or damages to property, which may arise from or in connection
with the performance of the work hereunder by the Consultant, its agents, representatives, or
employees.
CG 00 01 11 85 or 88
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1) Insurance Services Office Commercial General Liability form No.
2) Insurance Services Office Business Auto Coverage form CA 00 01
06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles,
a non-owned auto endorsement to the General Liability policy described above is acceptable.
3) Worker's Compensation insurance as required by the State of
California and Employer's Liability Insurance. If the Consultant has no employees while
performing under this Agreement, worker's compensation insurance is not required, but
Consultant shall execute a declaration that it has no employees.
4) Professional Liability Insurance shall be written on a policy form
providing professional liability for the Consultant's profession.
b. Minimum Limits of Insurance. Consultant shall maintain limits no less
than:
1) General Liability: One million ($1,000,000) per occurrence for
bodily injury, personal injury and property damage. If Commercial General Liability Insurance or
other form with a general aggregate limit is used, either the general aggregate limit shall apply
separately to this project/location or the general aggregate limit shall be twice the required
occurrence limit.
2) Automobile Liability: One million ($1,000,000) per accident for
bodily injury and property damage.
3) Worker's Compensation as required by the State of California;
Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.
4) Professional Liability Coverage: One million ($1,000,000) per
claim and in aggregate
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City Manager. At the option of the City
Manager, either the insurer shall reduce or eliminate such deductibles or self-insured retentions
as respects the City, its officers, officials, employees and volunteers; or the Consultant shall
procure a bond guaranteeing payment of losses and related investigations, claim administration
and defense expenses.
d. Other Insurance Provisions. The general liability and automobile liability
policies are to contain, or be endorsed to contain, the following provisions:
1) The City, its officers, officials, employees and volunteers are to be
covered as insured's, as respects: liability arising out of activities performed by or on behalf of
the Consultant; products and completed operations of the Consultant; premises owned,
occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the
Consultant. The coverage shall contain no special limitations on the scope of protection
afforded to the City, its officers, officials, employees or volunteers.
2) For any claims related to this project, the Consultant's insurance
coverage shall be primary insurance as respects the City, its officers, officials, employees and
volunteers. Any insurance or self-insured maintained by the City, its officers, officials,
employees or volunteers shall be excess of the Consultant's insurance and shall not contribute
with it.
3) Any failure to comply with reporting or other provisions of the
policies including breaches of warranties shall not affect coverage provided to the City, its
officers, officials, employees or volunteers.
4) The Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
5) Each insurance policy required by this agreement shall be
endorsed to state: should the policy be canceled before the expiration date the issuing insurer
will endeavor to mail thirty (30) days' prior written notice to the City.
6) If insurance coverage is canceled or, reduced in coverage or in
limits the Consultant shall within two (2) business days of notice from insurer phone, fax, and/or
notify the City via certified mail, return receipt requested of the changes to or cancellation of the
policy.
4
e. Acceptability of Insurers. Insurance is to be placed with insurers with a
current A.M. Best rating of A-:VII or better, unless otherwise acceptable to the City. Self
insurance shall not be considered to comply with these insurance requirements.
f. Verification of Coverage. Consultant shall furnish the City with original
endorsements effecting coverage required by this clause. The endorsements are to be signed
by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to
be on forms provided by the City. All endorsements are to be received and approved by the
City before work commences. As an alternative to the City's forms, the Consultant's insurer
may provide complete, certified copies of all required insurance policies, including
endorsements affecting the coverage required by these specifications.
11. INDEPENDENT CONTRACTOR
a. Consultant is and shall at all times remain as to the City a wholly
independent contractor. The personnel performing the services under this Agreement on behalf
of Consultant shall at all times be under Consultant's exclusive direction and control. Neither
City nor any of its officers, employees, agents, or volunteers shall have control over the conduct
of Consultant or any of Consultant's officers, employees, or agents except as set forth in this
Agreement. Consultant shall not at any time or in any manner represent that it or any of its
officers, employees or agents are in any manner officers, employees or agents of the City.
Consultant shall not incur or have the power to incur any debt, obligation or liability whatever
against City, or bind City in any manner.
b. No employee benefits shall be available to Consultant in connection with
the performance of this Agreement. Except for the fees paid to Consultant as provided in the
Agreement, City shall not pay salaries, wages, or other compensation to Consultant for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services hereunder.
12. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of all local, State and Federal ordinances, laws
and regulations which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Consultant shall at all times
observe and comply with all such ordinances, laws and regulations. The City, and its officers
and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to
comply with this section.
13. RELEASE OF INFORMATION
a. All information gained by Consultant in performance of this Agreement
shall be considered confidential and shall not be released by Consultant without City's prior
written authorization. Consultant, its officers, employees, agents or subcontractors, shall not
without written authorization from the City Manager or unless requested by the City Attorney,
voluntarily provide declarations, letters of support, testimony at depositions, response to
interrogatories or other information concerning the work performed under this Agreement or
relating to any project or property located within the City. Response to a subpoena or court
order shall not be considered "voluntary" provided Consultant gives City notice of such court
order or subpoena.
b. Consultant shall promptly notify City should Consultant, its officers,
employees, agents or subcontractors be served with any summons, complaint, subpoena,
5
notice of deposition, request for documents, interrogatories, request for admissions or other
discovery request, court order or subpoena from any party regarding this Agreement and the
work performed there under or with respect to any project or property located within the City.
City retains the right, but has no obligation, to represent Consultant and/or be present at any
deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to
provide City with the opportunity to review any response to discovery requests provided by
Consultant. However, City's right to review any such response does not imply or mean the right
by City to control, direct, or rewrite said response.
14. NOTICES
Any notices which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a
reputable document delivery service, such as but not limited to, Federal Express, that provides
a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified
mail, postage prepaid, return receipt requested, addressed to the address of the party as set
forth below or at any other address as that party may later designate by Notice. Notice shall be
effective upon delivery to the addresses specified below or on the third business day following
deposit with the document delivery service or United States Mail as provided above.
To City of Temecula: City of Temecula
Attn: City Manager
P.O. Box 9433
Temecula, California 92589-9033
-or-
City of Temecula
Attn: City Manager
43200 Business Park Drive
Temecula. California 92590
To Consultant: American Forensic Nurses
255 North El Cielo Road, Ste 195
Palm Springs, CA 92262
15. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part thereof,
nor any monies due hereunder, without prior written consent of the City. Upon termination of
this Agreement, Consultant's sole compensation shall be payment for actual services performed
up to, and including, the date of termination or as may be otherwise agreed to in writing
between the City Council and the Consultant.
16. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force and
effect, all licenses required of it by law for the performance of the services described in this
Agreement.
17. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of California
shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and
also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall
take place in the municipal, superior, or federal district court with geographic jurisdiction over
the City of Temecula. In the event such litigation is filed by one party against the other to
enforce its rights under this Agreement, the prevailing party, as determined by the Court's
judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief
granted.
18. PROHIBITED INTEREST
No officer, or employee of the City of Temecula shall have any financial interest, direct or
indirect, in this Agreement, the proceeds thereof, the Consultant, or Consultant's sub-
contractors for this project, during his/her tenure or for one year thereafter. The Consultant
hereby warrants and represents to the City that no officer or employee of the City of Temecula
has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction,
or in the business of the Consultant or Consultant's sub-contractors on this project. Consultant
further agrees to notify the City in the event any such interest is discovered whether or not such
interest is prohibited by law or this Agreement.
19. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the
obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations and statements, oral or written, are merged into
this Agreement and shall be of no further force or effect. Each party is entering into this
Agreement based solely upon the representations set forth herein and upon each party's own
independent investigation of any and all facts such party deems material.
20. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants and
represents that he or she has the authority to execute this Agreement on behalf of the
Consultant and has the authority to bind Consultant to the performance of its obligations
hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF TEMECULA
CONSULTANT (Signatures of two corporate
officers are required):
By: By:
Maryann Edwards Printed Name:
Mayor Title:
[Agreements exceeding $30,000 require City Council
Approval and the Mayor's Name would be inserted
above in place of the City Manager]
ATTEST:
By:
Susan W. Jones, MMC
City Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson
City Attorney
By:
Printed Name:
Title:
Name of Company:
Contact Person at Company:
Mailing Address, Telephone Number and
Fax Number of Company:
FSM Initials:
Date:
EXHIBIT A
TASKS TO BE PERFORMED
• The specific elements (scope of work) of this service include:
Phlebotomy (blood drawing) services, urine specimen collection, and rape suspect
evidence collection for the Temecula Police Department.
• 24-hour `on-call' services to the following locations:
➢ Temecula Police Department - 30755-A Auld Road, Murrieta CA
➢ Southwest Detention Center - 30755-A Auld Road, Murrieta CA
➢ Various Field Responses Within Temecula City limits
• 30 minute response time from notification services required.
• Consultation & courtroom testimony of technical aspects of phlebotomy draws, urine and
DNA specimen collection as required. Cost for these services will be at the standard rate
charge for actual time spent in court only.
0 All services to be performed by experienced and licensed phlebotomists.
EXHIBIT B
PAYMENT RATES AND SCHEDULE
Prices for services are per quote provided by Consultant to County of Riverside Sheriff's
Department attached hereto and incorporated herein as though set forth in full. Pursuant to
Section 13 of the Agreement between American Forensic Nurses and Riverside County
American Forensic Nurses has agreed to extend the same pricing to the City of Temecula as a
political entity. In no event shall such services exceed $40,000 for the total term of this
Agreement except as provided pursuant to Section 4 of this Agreement.
10
G. FAYE BATTISTE-OTTO, R.N.
President and CEO
Member, International Association of Forensic Nurses
July 1, 2009
Temecula Police Department
P.O. Box 892050
Temecula, CA 92589
Dear Ms. Schrader,
American Forensic Nurses (AFN) has agreed to extend the same pricing to the City of Temecula as
used in the agreement with Riverside County Sheriff with the exception of the Standby Fee which
will remain at the 2008-09 fee of $1,200.00 per month. The fee schedule below is effective July 1,
2009 and will remain as stated for the 2009-10 Fiscal Year.
Service Fee
1. Phlebotomy Draw
$
39.50
2. DNA Specimen Collection
$
39.50
3. Urine Specimen Collection
$
39.50
4. Dry Run: Blood, Urine
$
30.00
5. Rape Suspect Evidence Collection
$
195.00
6. Dry Run, Rape Suspect Evidence
$
95.00
7. Reference Kit
$
125.00
8. Reference Kit Dry Run
$
45.00
9. Taser Dart Removal
$
125.00
10. Taser Dart Removal Dry Run
$
45.00
11. Court Time Only (For actual time in court only)
$
85.00
12. Administration Fee
$
1,200.00
13. DUI Check Point / Sitdown
$
350.00
If you have any questions, please do not hesitate to contact me.
Yours very truly,
Faye Battiste-Otto
FBO/ss
255 North El Cielo Road, #140-195, Palm Springs, CA 92262 Office (760) 322-9925 Fax (760) 322-9914 Email info(a)amrn.com
TEMECULA COMMUNITY
SERVICES DISTRICT
ITEM NO. 13
ACTION MINUTES
of
JUNE 23, 2009
City Council Chambers, 43200 Business Park Drive, Temecula, California
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
The Temecula Community Services District Meeting convened at 7:37 PM.
CALL TO ORDER: President Chuck Washington
ROLL CALL: DIRECTORS: Comerchero, Edwards, Naggar, Roberts, Washington
Present: Edwards, Naggar, Comerchero
Absent: Roberts, Washington
In President Washington's absence, Vice President Comerchero presided over the meeting.
CSD PUBLIC COMMENTS
There were no public comments.
CSD CONSENT CALENDAR
20 Action Minutes.- Approved Staff Recommendation (5-0-0) - Director Naggar made
the motion; it was seconded by Director Edwards; and electronic vote reflected
approval of those present - President Washington and Director Roberts absent.
RECOMMENDATION:
20.1 Approve the action minutes of June 9, 2009.
21 Patricia H. Birdsall Sports Park Tournament Fee Amendment - Approved Staff
Recommendation (5-0-0) - Director Naggar made the motion; it was seconded by
Director Edwards; and electronic vote reflected approval of those present -
President Washington and Director Roberts absent.
RECOMMENDATION:
21.1 Adopt a resolution entitled:
RESOLUTION NO. CSD 09-08
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA
COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA AMENDING
THE TOURNAMENT FEE FOR RENTAL OF THE PATRICIA H. BIRDSALL
SPORTS PARK ATHLETIC FIELDS
Action Minutes CSD 062309
22 Temecula Community Services District Fiscal Year 2009-2010 Annual Maintenance
Agreements - Approved Staff Recommendation (5-0-0) - Director Naggar made the
motion; it was seconded by Director Edwards; and electronic vote reflected
approval of those present - President Washington and Director Roberts absent.
RECOMMENDATION:
22.1 Approve the minor annual maintenance and construction contracts for Fiscal Year
2009-2010 with the following companies for an amount not to exceed:
1.
Moore Fence Company, Inc.
$75,000
2.
Imperial Paving Company, Inc.
$75,000
3.
NPG, Inc.
$75,000
4.
Strong's Painting
$75,000
5.
Turner Electric
$75,000
6.
Power Distributors, Inc.
$75,000
7.
Craftsmen Plumbing & Heating
$75,000
8.
Tiger Equipment, Inc.
$75,000
9.
Murrieta Development Company, Inc.
$75,000
10
. Toran Development & Construction
$75,000
11
. T.D. Grogan Construction
$75,000
12
. Becker Engineering
$75,000
13
. Del Rio Enterprise
$75,000
23 Approval of Plans and Specifications and authorization to Solicit Construction Bids for
Redhawk Park Improvements - Proiect No. PW06-06 - Approved Staff
Recommendation (5-0-0) - Director Naggar made the motion; it was seconded by
Director Edwards; and electronic vote reflected approval of those present -
President Washington and Director Roberts absent.
RECOMMENDATION:
23.1 Approve the plans and specifications and authorize the Department of Public
Works to solicit construction bids for the Redhawk Park Improvements - Project No.
PW06-06.
24 Amendment to Agreement with Adkins Consulting.- Approved Staff Recommendation
(5-0-0) - Director Naggar made the motion; it was seconded by Director Edwards;
and electronic vote reflected approval of those present - President Washington
and Director Roberts absent.
RECOMMENDATION:
24.1 Approve an amendment to the Adkins Consulting agreement in the amount of
$30,000 to provide marketing and promotional support services for the Cultural Arts
Division, Recreation, and the Old Town Temecula Community Theater.
Action Minutes CSD 062309
25 Renaming the Children's Museum "Pennypickle's Workshop, Temecula Children's
Museum" - Approved Staff Recommendation (5-0-0) - Director Naggar made the
motion; it was seconded by Director Edwards; and electronic vote reflected
approval of those present - President Washington and Director Roberts absent.
RECOMMENDATION:
25.1 Approve the recommendation from the Community Services Commission to
rename the Temecula Children's Museum "Pennypickle's Workshop, Temecula
Children's Museum".
CSD DEPARTMENTAL REPORT
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGERS REPORT
CSD BOARD OF DIRECTORS REPORTS
CSD ADJOURNMENT
At 7:42 P.M., the Temecula Community Services District meeting was formally adjourned to
Tuesday, July 14, 2009, at 5:30 p.m. for a Closed Session with regular session commencing at
7:00 p.m., City Council Chambers, 43200 Business Park Drive, Temecula, California.
Chuck Washington, President
ATTEST:
Susan W. Jones, MMC
City Clerk/District Secretary
[SEAL]
Action Minutes CSD 062309
DISTRICT BUSINESS
ITEM NO. 14
Approvals
City Attorney
Director of Finance
City Manager
TEMECULA COMMUNITY SERVICES DISTRICT
AGENDA REPORT
TO: General Manager/Board of Directors
FROM: Herman D. Parker, Director of Community Services
DATE: July 14, 2009
SUBJECT: Creating Community - The Community Services Department
RECOMMENDATION: That the Board of Directors receive and file a video report on the
programs and services provided by the Community Services Department.
BACKGROUND: The Community Services Department provides a wide array of
programs and services to our community on an annual basis. These services include over 330
different recreation classes and programs, over 30 special events on an annual basis, youth and
adult sports leagues, sports field coordination and scheduling, aquatics programs, special needs
programs, senior services, human services, library services, volunteer services, cultural services
including performance and visual arts, park and landscape maintenance, facilities maintenance,
contracted solid waste and recycling services and environmental programs.
Over the past twelve (12) months the Community Services Department has worked on preparing a
DVD, which highlights many of the services the Community Services Department provides that helps
create community and a sense of place here in Temecula. In recognition of July as National Parks
and Recreation month, staff would like to present this brief video to the Board of Directors.
FISCAL IMPACT: None
REDEVELOPMENT
AGENCY
ITEM NO. 15
ACTION MINUTES
of
JUNE 23, 2009
City Council Chambers, 43200 Business Park Drive, Temecula, California
TEMECULA REDEVELOPMENT AGENCY MEETING
The Temecula Redevelopment Agency Meeting convened at 7:42 P.M.
CALL TO ORDER: Chair Person Ron Roberts
ROLL CALL: AGENCY MEMBERS: Comerchero, Edwards, Naggar, Washington,
Roberts
Present: Comerchero, Edwards, Naggar
Absent: Roberts, Washington
In Chair Person Roberts' absence, Vice Chair Person Naggar presided over the meeting.
RDA PUBLIC COMMENTS
There were no public comments.
RDA CONSENT CALENDAR
27 Action Minutes - Approved Staff Recommendation (3-0-2) - Agency Member Edwards
made the motion; it was seconded by Director Comerchero; and electronic vote
reflected approval of those present - Chair Person Roberts and Director Washington.
RECOMMENDATION:
27.1 Approve the action minutes of June 9, 2009.
28 Agreement between Melody's Ad Works and the Redevelopment Agency for FY 2009-10 -
Approved Staff Recommendation (3-0-2) - Agency Member Edwards made the
motion; it was seconded by Director Comerchero; and electronic vote reflected
approval of those present - Chair Person Roberts and Director Washington.
RECOMMENDATION:
28.1 Approve an agreement with Melody's Ad Works in the amount of $39,700 for
promoting and marketing Special Events in Old Town for FY 2009-10.
Action Minutes RDA 062309
29 Third Amendment to the Exclusive Negotiating Agreement between the Temecula
Redevelopment Agency and R.C. Hobbs Co - Approved Staff Recommendation (3-0-2) -
Agency Member Edwards made the motion; it was seconded by Director
Comerchero; and electronic vote reflected approval of those present - Chair Person
Roberts and Director Washington.
RECOMMENDATION:
29.1 Approve the Third Amendment to the Exclusive Negotiating Agreement (ENA)
between the Agency and the R.C. Hobbs Co.
30 Exclusive Negotiating Agreement between the Temecula Redevelopment Agency and
Temecula Waterpark LP - Approved Staff Recommendation (3-0-2) -Agency Member
Edwards made the motion; it was seconded by Director Comerchero; and electronic
vote reflected approval of those present - Chair Person Roberts and Director
Washington.
RECOMMENDATION:
30.1 Approve an Exclusive Negotiating Agreement between the Agency and Temecula
Waterpark LP.
31 Acquisition of Property located at 28725 Puiol Street - Approved Staff Recommendation
(3-0-2) - Agency Member Edwards made the motion; it was seconded by Director
Comerchero; and electronic vote reflected approval of those present - Chair Person
Roberts and Director Washington.
RECOMMENDATION:
31.1 Adopt a resolution entitled:
RESOLUTION NO. RDA 09-03
A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF
TEMECULA APPROVING THAT CERTAIN AGREEMENT ENTITLED
"PURCHASE AND SALE AGREEMENT AND ESCROW INSTRUCTIONS"
BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF TEMECULA
AND ANTONIO RAUL MUNIZ AND AIDA MUNIZ FOR THE PURCHASE OF
CERTAIN REAL PROPERTY FOR AFFORDABLE HOUSING
Action Minutes RDA 062309
RDA DEPARTMENTAL REPORT
RDA EXECUTIVE DIRECTORS REPORT
RDA AGENCY MEMBERS REPORTS
RDA ADJOURNMENT
At 7:44 P.M., the Temecula Redevelopment Agency meeting was formally adjourned to
Tuesday, July 14, 2009, at 5:30 p.m. for a Closed Session with regular session commencing at
7:00 p.m., City Council Chambers, 43200 Business Park Drive, Temecula, California.
Ron Roberts, Chairperson
ATTEST:
Susan W. Jones, MMC
City Clerk/Agency Secretary
[SEAL]
Action Minutes RDA 062309
PUBLIC HEARING
ITEM NO. 1 6
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Rich Johnston, Building Official
DATE: July 14, 2009
SUBJECT: Weed Abatement Lien Resolution for FY 2008-2009
RECOMMENDATION: That the City Council:
Adopt a resolution entitled:
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ORDERING CONFIRMATION OF THE SPECIAL
ASSESSMENTS AGAINST PARCELS OF LAND WITHIN THE CITY
OF TEMECULA FOR COSTS OF ABATEMENT AND REMOVAL OF
HAZARDOUS VEGETATION FOR THE FISCAL YEAR 2008-2009
BACKGROUND: The City of Temecula is responsible forweed abatement for properties
that are not cleared of hazardous weeds during the spring and summer abatement season. The
City contracts with local weed abatement specialists to bring parcels with hazardous conditions into
compliance with the Temecula Municipal Code. The owners of these parcels are billed by the City
to recover the costs of the contractor plus an administrative fee. If the owners do not respond to the
billing request, the City is required to place a lien on the property to recover the costs.
All of the owners were properly notified of the need to abate weed conditions on their properties and
were given ample opportunity to remove the weed themselves prior to the City taking weed
abatement action.
The lien process requires that a public hearing be held before the City Council to take comments
from the property owners with respect to the costs proposed to be assessed against their properties
and to confirm those costs. Following the public hearing, the Council must adopt a resolution for the
Fiscal Year which:
Confirms the cost incurred by the City in performing the weed abatement work.
• Provides that the actual abatement costs will become a lien upon the properties, and upon
recordation, in the amount of the costs shown on the attached Exhibit "A".
Provides that the Resolution will be transmitted to the Riverside County Treasurer-Tax
Collector so the amounts of the assessment can be entered upon the parcels as they
appear on the assessment rolls and the costs will be collected on the property tax bill.
Staff is requesting Council action for the Fiscal Year 2008-2009. With the Council's positive action,
staff will forward the adopted Resolution for filing with the Riverside County Treasurer-Tax Collector
and for recording with the County Recorder.
FISCAL IMPACT: The recording of these liens will enable the Cityto recover abatement
costs through the County's property tax collection system. The City will recover the line item
budgeted amounts paid out to the weed abatement contractors. Further, the City will recover the
administrative fee placed on each parcel that was abated by the City's contractors. The City will
recover $60,971.06 for the 08-09 Fiscal Year.
ATTACHMENTS: Resolution No. 09-
Exhibit "A" Abatement Charges for the Fiscal Year 2008-2009
RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ORDERING CONFIRMATION OF THE
SPECIAL ASSESSMENTS AGAINST PARCELS OF LAND
WITHIN THE CITY OF TEMECULA FOR COSTS OF
ABATEMENT AND REMOVAL OF HAZARDOUS
VEGETATION FOR THE FISCAL YEAR 2008-2009
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE
AS FOLLOWS:
Section 1. Chapter 8.16 of the Temecula Municipal Code provides for
expedited abatement of hazardous vegetation from vacant lots and parcels.
Section 2. Abatement of hazardous vegetation has been completed for each
of the parcels as described in the attached list of parcels (Exhibit "A"), at a cost equal to
the costs of abatement and removal of hazardous vegetation on each parcel.
Section 3. A hearing was held on July 14, 2049, duly noticed in accordance
with the requirements of Chapter 8.16 of the Temecula Municipal Code, concerning the
costs of abatement of these parcels at which time the Council heard all objections of
property owners liable to be assessed for the costs of abatement.
Section 4. The list of parcels and costs of abatement and removal of
hazardous vegetation for each parcel is hereby reconfirmed and said costs shall
constitute special assessments against the respective parcels of land, and are a lien of
said land in the amount of the respective assessments.
Section 5. A copy of this resolution shall be transmitted to the Treasurer-Tax
Collector who shall enter the amounts of the respective assessments against the
respective parcels of land as they appear in the current assessment roll, and shall
collect said assessments at the same time in the same manner as ordinary municipal ad
valorem taxes as provided in Section 39577 of the Government Code.
Section 6. The costs against any parcel of land listed in Exhibit "A" assessed
by this resolution and the lien created thereby shall be deemed discharged and
released upon the payment for said parcel of the property taxes for the tax year above-
noted.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of
Temecula this 14th day of July, 2009.
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA }
I, Susan W. Jones, MMC, City Clerk of the City of Temecula, do hereby certify that
the foregoing Resolution No. 09- was duly and regularly adopted by the City Council of
the City of Temecula at a meeting thereof held on the 14h day of July, 2009, by the
following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Susan W. Jones, MMC
City Clerk
Resolution No 09-
Exhibit "A" Abatement Charges for Fiscal Year 2009-2010
Weed Abatement Cycle
Parcel Number Owner of Record Amount
909290001
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290003
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290004
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290005
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290006
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290007
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290008
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290009
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290010
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290011
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290012
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290013
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290014
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290017
RIDGE VIEW BUSINESS PARK DEV
$34425
909290018
RIDGE VIEW BUSINESS PARK DEV
$34425
909290019
RIDGE VIEW BUSINESS PARK DEV
$34425
909290023
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290035
RIDGE VIEW BUSINESS PARK DEV
$34425
909290048
RIDGE VIEW BUSINESS PARK DEV
$271.55
909290049
RIDGE VIEW BUSINESS PARK DEV
$34425
909290050
RIDGE VIEW BUSINESS PARK DEV
$34425
909290054
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290055
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290056
RIDGE VIEW BUSINESS PARK DEV
$254.50
909290057
RIDGE VIEW BUSINESS PARK DEV
$254.50
916400025
JONES BLUMENTHAL
$523.94
916400029
JONES BLUMENTHAL
$658.38
916400028
WINCHESTER HILLS
$3,038.00
916400031
WINCHESTER HILLS
$2,230.25
916410001
LANDSOU ROE HOLDING CO
$1,153.00
919200010
CHACON DAVID
$524.50
919251002
CAUGHEY JAMES GREGORY
$322.00
920090003
WINCHESTER MEADOWS INV
$2,599.00
920182012
COOK CHRISTOPHER
$435.00
921242008
BERUMEN THOMAS
$277.00
921260030
TOWER PLAZA
$658.75
92 1 38 1 009
MURPHYNATHAN
$254.50
921433004
MORALES TOMAS ROBERTO
$254.50
922052009
DUCHI JOHN R
$3,479.80
922053013
RENAISSANCE VENTURES
$524.00
922054011
RENAISSANCE VENTURES
$299.50
922062005
CASA DEL TEMECULA
$322.00
922062010
MUNIZ ANTONIO RAUL
$359.00
922110013
NEVADA TRUST CO
$793.75
922110014
NEVADA TRUST CO
$591.50
922170014
ASSESTS & INVESTMENTS INC
$366.75
922170015
ASSESTS & INVESTMENTS INC
$411.75
922 1 8001 3
DEUTSCHE BANK NATIONAL TRUST CO
$434.25
922190013
EL DORADO HOMES
$569.00
940310033
CRYSTAL RIDGE DRIVE
$434.25
944060006
CA REZA TEMECULA
$1,288.50
Page 1 of 2
Resolution No 09-
Exhibit "A" Abatement Charges for Fiscal Year 2009-2010
Weed Abatement Cycle
Parcel Number Owner of Record Amount
944370001
944370005
944370006
944370008
944370010
944370013
TEMECULA VILLAGE DEV_
TEMECULA VILLAGE DEV.
TEMECULA VILLAGE DEV.
TEMECULA VILLAGE DEV.
TEMECULA VILLAGE DEV.
TEMECULA VILLAGE DEV.
$299 50
$299.50
$367.00
$1,693.50
$322.00
$344.50
945070001
GUENTHER ALFRED
$434.00
945070003
GUENTHER ALFRED
$434.00
945070009
ZAHARONI ISAAC
$43425
945080026
945080027
945080028
ANTHONY STEVEN
ANTHONY STEVEN
ANTHONY STEVEN
$389.50
$389.50
$389.50
945110001
AHMAD FAROOO
$479.00
945110005
INGRAM GARY
$434.00
945110013
RIOS GEORGE
$344.25
945150011
TPMC SERVICES
$839.00
945170005
HADDAD MICHAEL
$52425
957090012
HIRINA MARLAN
$356.82
957120005
MULLHOLLAND LAND CO
$1,06225
957130017
SIMON TODD
$357.71
957130020
GROPP THOMAS
$434.00
957130022
TURGEONJOSEPH
$613.50
957150001
957150002
957150003
957150016
SOUTHERN CALIFORNIA EDISON
SOUTHERN CALIFORNIA EDISON
SOUTHERN CALIFORNIA EDISON
SOUTHERN CALIFORNIA EDISON
$658.00
$703.50
$703.50
$613.75
957170022
CHASE HOME FINANCE
$974.00
957170029
GORHAM ROBERT JAMES
$434.00
957170037
J & L PROPERTIES
$1,217.50
957190001
DAVIS BARBARA
$1,017.50
957531008
BAC HOME LOANS SERVICING
$254.50
957540013
MANIPON HEIDE
$254.50
957540017
BACANI RENATO
$254.50
957552009
KADAKIA CHETAN
$254.50
957661010
VALDEMOSA HOMEOWNERS ASSOC.
$857.50
959040020
MC GLYNN MARIA
$704.25
959080022
UNITED COMMERCIAL BANK
$4,200.00
961290002
PARKER 215 GENERAL
$366.75
961450012
961450013
TEMECULA SENIOR LIVING
TEMECULA SENIOR LIVING
$523.75
$434.00
965220008
965220010
CROWNE HILL RESERVE 28
CROWNE HILL RESERVE 28
$658.87
$749.12
965220013
BANK OF AMERICA
$749.12
965220022
965220023
965220025
965220026
965220029
CROWNE HILL RESERVE 28
CROWNE HILL RESERVE 28
CROWNE HILL RESERVE 28
CROWNE HILL RESERVE 28
CROWNE HILL RESERVE 28
$577.50
$555.00
$510.00
$510.00
$704.25
965380007
PCC III CROWNE HILL
$568.75
Total
$60,971.06
Page 2 of 2
ITEM NO. 17
Approvals
City Attorney
Director of Finance
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Richardson, Director of Planning and Redevelopment
DATE: July 14, 2009
SUBJECT: Planning Application Number LR08-0019, a proposed Heritage Tree Ordinance,
adding new Chapter 8.48 to Title 8 of the Municipal Code
RECOMMENDATION: That the City Council
Introduce and read by title only an Ordinance entitled:
ORDINANCE NO. 09-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, CALIFORNIA, ADDING NEW CHAPTER 8.48
(TEMECULA HERITAGE TREE ORDINANCE) TO TITLE 8
(HEALTH AND SAFETY) OF THE MUNICIPAL CODE OF THE CITY
OF TEMECULA
SUMMARY OF
ORDINANCE: The Ordinance adds new Chapter 8.48 to Title 8 of the Temecula
Municipal Code, pertaining to the designation and protection of certain trees to be characterized as
heritage trees. The purpose of the Ordinance is to protect and preserve certain species of trees, as
well as other trees of significance to the City of Temecula. The Ordinance establishes which
species are heritage trees and the process through which additional trees may be nominated for
protective heritage tree status.
The Ordinance additionally establishes regulations, standards and procedures for the cutting,
removal, relocation or encroachment upon heritage trees through a permit process, as well as
exemptions from the permit process.
The Ordinance establishes civil and criminal penalties and provides that a violation of the Ordinance
is a public nuisance.
BACKGROUND: On March 24, 2009, the draft Ordinance was presented to the City
Council for consideration. While there was general consensus among the City Council members
that trees should be preserved, the City Council requested a continuance for staff to address the
following information and changes to the Ordinance:
Public Notice - To address the potential impacts on property owners, staff and the City's consulting
landscape architect created maps identifying parcel sizes of at least five acres and then reviewed
the most recent aerial photographs to determine if there were large trees on those properties. Field
visits were then conducted on those properties to determine if candidate heritage trees were
present. Heritage trees were found in 11 areas and the owners of these properties were sent public
hearing notices via Certified Mail.
Tract Maps - Addressing the concern of applicability to tract maps, Section 8.48.120 A.1. was added
to state that the Ordinance will not apply to statutory extensions of time. Also, Section 8.48.120A.2.
was added to state that the Ordinance will not apply to existing and future specific plan areas as
such plans will contain their own requirements for the protection and preservation of heritage trees.
Costs/Fees - Application submittals already require that conceptual landscape plans include an
inventory of existing trees on site. No new applicant fees will be created because of this proposed
Ordinance. Community Development processing and permit fees will utilize the existing User Fee
structure.
Mitigation - The costs of mitigation for lawful removal or relocation under Section 8.48.230 C. can
vary. Appropriate mitigation shall be determined by the City Planner, or the final decision maker,
and the type of mitigation selected shall not be subject to the preference of the applicant.
Approximate costs for each mitigation measure are as follows:
• 8.48.230 C. 1. - Relocating a heritage tree can vary from $10,000 to $75,000 per tree
depending on the size of the tree;
• 8.48.230 C. 2. - Replacing a heritage tree with a like tree can varyfrom $20,000 pertree (12-
inch diameter) to $44,500 per tree (18-inch diameter) or more for larger diameter trees;
• 8.48.230 C. 3. - Replacing a heritage tree with two 48" box trees will cost approximately
$5,000 for each removed heritage tree;
• 8.48.230 C. 4. - The cost of maintenance is negligible if following the Heritage Tree
Preservation and Protection Guidelines. The cost of an independently prepared
maintenance plan is unknown and will vary from project to project;
• 8.48.230 C. 5. - Paying an in-lieu fee can vary considerably depending on the diameter of
the tree. At a rate averaging $175 per square inch of cross-sectional trunk area measured
at four feet above grade, an in-lieu fee per removed heritage tree can varyfrom $20,000 (12-
inch diameter) to $178,000 (36-inch diameter) or more for larger diameter trees.
General Location/Impacted Properties - Staff identified 14 property owners in 11 areas where
heritage trees were found (Heritage Tree Grove Areas - Attachment 2). Of these areas, four are
protected by the Open Space land use designation or the underlying conditions of approval for the
project. The Ordinance will apply to and may have some minor impacts on another two areas
located within the Hillside Residential land use category west of Interstate 15 and south of First
Street. These two areas are viewed as unlikely to develop as they are presently co-owned by the
State of California.
Five areas have the potential to be impacted by this Ordinance, including three owned by the
Temecula Creek Inn, one area that is commonly referred to as the Firestone propertyand one area
located along the east side of Ynez Road, south of Rancho Vista Way. Staff has met with
representatives of Temecula Creek Inn (TCI) regarding the proposed Ordinance. TCI is currently
processing a Specific Plan application for their property. TCI and the owners of the Firestone
property are aware of a provision that will exempt them from the Ordinance if a Specific Plan is
prepared which includes a preservation and protection plan for heritage trees found on-site. The
area along Ynez Road is not likely to be impacted by the Ordinance because development
approvals for the area in question would require approval by state of California resource agencies.
Penalties - Remedies for the unlawful removal of a heritage tree are cumulative and may include
nuisance abatement proceedings, civil or criminal code enforcement proceedings, and suits for
injunctive relief. Furthermore, the City may seek restitution in the form of physical replacement of
damaged or destroyed trees at a 2:1 ratio of like size and species, or the City may determine that
payment shall be made in lieu of restitution. Such payment shall include the cost of procuring,
transporting, planting, establishing and maintaining two replacement trees for each damaged or
destroyed tree for the life of the project.
Additional proposed revisions - A definition for "Heritage Tree Grove" areas was added to Section
8.48.130. Subject to Section 8.48.150, the recommended diameter for oak trees has been
increased to 18 inches and the recommended diameter for all other designated species of heritage
trees is 12 inches. The change in diameter for designated species is based on the recommendation
of the City's consulting landscape architect. Subject to Section 8.48.230 C., the mitigation for the
lawful removal or relocation of a heritage tree shall be at a 1:1 ratio. The previous version required
mitigation at a 2:1 ratio. Subject to Section 8.48.320 A. 2., in-lieu payments shall now include the
cost of transporting the replacement trees to the site and maintaining them forthe life of the project.
Also, provisions for the maintenance and care of Heritage Trees in recreational or resort properties
have been included in the revised Ordinance.
ENVIRONMENTAL
DETERMINATION: Ordinance No. 09- (Heritage Tree Ordinance) is exempt from the
requirements of the California Environmental Quality Act ("CEQA") pursuant to Title 14 of the
California Code of Regulations, Section 15061(b)(3) because it can be seen with certainty that there
is no possibility that the Ordinance will have a significant effect on the environment. Staff prepared
an Initial Study to support findings that the Ordinance will have no adverse environmental affects
because it will protect and preserve significant trees within the City of Temecula.
FISCAL IMPACT: When Heritage Trees are found, the property owner will be required to
adhere to the Heritage Tree Preservation and Protection Guidelines, or may hire a certified arborist
to prepare an independent Preservation and Protection Plan. Pruning, relocating or removing a
Heritage Tree will require an Administrative Review for Planning Department Only, which is
presently $155.00. Heritage Tree nominations will be subject to the same Administrative Review.
Owners of Heritage Trees will be required to record covenants to protect them. Such recordation
costs are estimated to be $20.00 per tree and are payable to the Riverside County Recorder's
Office. The City shall pay the cost for City initiated nominations.
ATTACHMENTS: Draft CC Ordinance
Heritage Tree Preservation and Protection Guidelines
Notice of Public Hearing
ORDINANCE NO. - 09
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA, CALIFORNIA, ADDING NEW CHAPTER
8.48 (TEMECULA HERITAGE TREE ORDINANCE) TO
TITLE 8 (HEALTH AND SAFETY) OF THE TEMECULA
MUNICIPAL CODE
The City Council of the City of Temecula, does ordain as follows:
Section 1. Title 8, "Health and Safety," of the Temecula Municipal Code is
hereby amended by the addition of a new Chapter 8.48, to read as follows:
"CHAPTER 8.48
HERITAGE TREE ORDINANCE
Article 1
General Provisions
8.48.100
Title
8.48.110
Purpose
8.48.120
Applicability
8.48.130
Definitions
8.48.140
Heritage Tree Preservation and Protection Guidelines
8.48.150
Heritage Tree Preservation and Protection Plan
8.48.160
Designation of Heritage Trees
8.48.170
Non-Liability of City
8.48.100 Title
This chapter shall be known as "The City of Temecula Heritage Tree Ordinance"
and is referred to herein as the "Ordinance."
8.48.110 Purpose
The purpose of this Ordinance is to protect and preserve Oak, California Bay
Laurel, California Black Walnut, California Holly, and California Sycamore trees as well
as other trees of special significance to the community; and to justify special efforts to
preserve and protect them from development activity.
This Ordinance will also encourage the application of management techniques to
control the pruning, cutting, shaping, removal, and relocation of Heritage Trees within
the City. The preservation program outlined in this Ordinance will contribute to the
welfare and aesthetics of the community and retain the great historical and
environmental value of these trees.
8.48.120 Applicability
Except as noted under paragraph A of this Section, this Ordinance shall apply to:
(a) any development application for parcels larger than five (5) acres in size that
requires a discretionary permit; (b) any tree designated as a Heritage Tree through the
nomination process, or; (c) designated species pursuant to Section 8.48.160.A., located
within General Plan Open Space areas, within riparian areas, within Western Riverside
County Multi-Species Habitat Conservation Plan Important Wildlife Corridor Linkage
areas, or within Heritage Tree Grove areas.
A. The Heritage Tree Ordinance shall not apply to:
1. Statutory extensions of time for previously approved parcel and tract maps
when there are no changes to the project and no amendments to the adopted
conditions of approval.
2. Previously adopted Specific Plans and future Specific Plan Areas. Such
plans contain their own requirements for protection and preservation of Heritage Trees.
8.48.130 Definitions
For purposes of this Ordinance, the following words and phrases shall have the
meaning set forth in this Section.
"Certified Arborist" means an arborist who is registered with the International
Society of Arboriculture and approved by the Planning Director.
"City" means the City of Temecula.
"Cutting" means the detaching or separating, from a protected tree, any limb,
branch, or root. Cutting shall include pruning.
"Damage" means any unpermitted action, including, but not limited to, cutting,
poisoning, over watering, removal, relocation, transplanting, trenching, excavating, or
paving within the protected zone of a tree, that causes the injury, death, or
disfigurement of a Heritage Tree.
"Discretionary Permit" means an application for new construction that requires
the exercise of judgment or deliberation or decision on the part of the decision-making
authority in the process of approving or disapproving a particular activity, as
distinguished from situations where the decision-making authority merely has to
determine whether there has been conformity with applicable statutes, ordinances, or
regulations.
"Disfigurement" means the unsightly and injurious cutting of a Heritage Tree,
including, but not limited to tree-trimming practices not in conformance with standards
established by the International Society of Arboriculture and pruning practices such as
2
stubbing, heading, heading back, stubbing off, pollarding, tipping, topping off, de-
horning, lopping, and rounding.
"Deadwood" means limbs, branches, or a portion of a tree that contains no green
leaves during a time of year when they would be present on a healthy tree of that type.
"Development" means the improvement or use of real property that requires the
City's discretionary review and approval.
"Drip line" means the outermost edge of the tree canopy, which when depicted
on a map, will appear as an irregular shaped circle that follows the contour of the tree's
branches as seen from overhead.
"Encroachment" means any intrusion into or human activity within the protected
zone of a Heritage Tree including, but not limited to, pruning, grading, excavating,
trenching, parking of vehicles, storage of materials or equipment, or the construction of
structures or other improvements.
"Licensed Landscape Architect" shall mean an individual who holds a
professional license to practice landscape architecture, as defined under Business and
Professions Code section (BPC) 5615, or is licensed by the State of California
Landscape Architects Technical Committee (the licensing and regulatory agency for the
practice of landscape architecture in California).
"Heritage Tree" means a tree designated as a Heritage Tree pursuant to Section
8.48.160 of this Ordinance.
"Heritage Tree Grove" means a location confirmed by site visit or other empirical
evidence that is known to contain multiple Heritage Trees. Such Heritage Tree Grove
areas may occupy portions of one or more parcels, the location(s) of which shall be
indicated on maps maintained by the Planning Department.
"Heritage Tree Preservation and Protection Guidelines" means the collection of
administrative rules, procedures, and requirements prepared and published by the
Planning Director pursuant to Section 8.48.140 of this Ordinance.
"Oak Tree" means any oak tree of the genus Quercus including, but not limited
to, California or Coast Live Oak (Quercus agrifolia), Coastal Sage Scrub Oak (Quercus
dumosa), Engelman Oak (Quercus engelmannii), Scrub Oak (Quercus berberidifolia),
and Valley Oak (Quercus lobata).
"Owner" means a legal owner of real property within the City of Temecula or any
lessee of the owner.
"Person" means any individual, firm, association, corporation, organization, or
partnership or any city, county, district, the State or any department or agency thereof.
3
"Planning Director" means the City's Planning Director, or his or her designee.
"Protected zone" means the area extending horizontally outward from the trunk of
a Heritage Tree to a point five (5) feet beyond the drip line but in no case extending less
than fifteen (15) feet from the trunk.
"Pruning" means the removal of water sprouts, crossed limbs, or other unhealthy
branching structure in accordance with standards established by the International
Society of Arboriculture.
"Relocation" means the transplanting of a tree from its original location to another
suitable location.
"Removal" means the physical removal of a tree or causing the death of a tree
through damaging, poisoning, or other direct or indirect action.
"Right-of-Way" means any dedicated street right-of-way, or recorded easement
for maintenance or utility purposes.
"Routine maintenance" means actions needed for the continued good health of a
Heritage Tree including, but not limited to, removal of deadwood, insect control
spraying, and watering.
"Special District" means an agency having a Board of Directors that is voted in by
the public, such as a school district or water district.
"Tree Canopy" means the top layer or crown of mature trees.
8.48.140 Heritage Tree Preservation and Protection Guidelines
The City shall formulate and publish "The City of Temecula Heritage Tree
Preservation and Protection Guidelines." The Planning Commission shall have the
authority to change, update, or revise the Guidelines as necessary in order to
implement the provisions of this Ordinance.
8.48.150 Heritage Tree Preservation and Protection Plan
Upon submittal of an application for a discretionary permit on parcels larger than
five acres, the Applicant shall also submit a tree inventory as part of the required
conceptual landscape plans which shall list and identify all trees located within the
proposed project site. Such tree inventory shall identify all trees by their common and
scientific names and location on the site. If Heritage Trees are identified on site, the
Applicant shall adhere to the preservation standards contained in the Heritage Tree
Preservation and Protection Guidelines, or may hire a certified arborist or a licensed
landscape architect to prepare a Heritage Tree Preservation and Protection Plan for
each potential Heritage Tree to protect them during grading and construction activities
and for the life of the project.
4
8.48.160 Designation of Heritage Trees
A. Designated Species. Any specimen of the following species that has been
identified in a tree inventory in connection with the submittal of an application for a
discretionary permit and has reached the required diameter is a Heritage Tree:
1. Oak Trees of the genus Quercus including, but not limited to,
California or Coast Live Oak (Quercus agrifolia), Coastal Sage Scrub Oak (Quercus
dumosa), Engelman Oak (Quercus engelmannii), Scrub Oak (Quercus berberidifolia),
and Valley Oak (Quercus lobata) more than eighteen (18) inches in diameter when
measured at a point four (4) feet above the natural grade at the base of the tree.
2. Platanus racemosa, (California Sycamore) more than twelve (12)
inches in diameter when measured at a point four (4) feet above the natural grade at the
base of the tree.
3. Umbellularia californica, (California Bay Laurel) more than twelve
(12) inches in diameter when measured at a point four (4) feet above the natural grade
at the base of the tree.
4. Juglans californica, (California Black Walnut) more than twelve (12)
inches in diameter when measured at a point four (4) feet above the natural grade at the
base of the tree.
5. Heteromeles (Photinia) arbutafolia, (California Holly) or (Toyon)
more than twelve (12) inches in diameter when measured at a point four (4) feet above
the natural grade at the base of the tree.
6. Trees of the above listed species with multiple trunks are deemed
to have reached the required diameter if the sum of the diameters of the multiple trunks
exceeds the diameter required for a single trunk tree by two (2) inches.
B. Designated Areas. For purposes of this Ordinance, designated species
pursuant to Section 8.48.160.A. and located within the following areas are determined
to be Heritage Trees:
1. General Plan Land Use Map Open Space areas.
2. Riparian areas.
3. Western Riverside County Multi-Species Habitat Conservation Plan
Important Wildlife Corridor Linkage areas.
4. Heritage Tree Grove areas identified by the City of Temecula and
shown on exhibits maintained by the Planning Department.
C. Designation of Heritage Trees Through Nomination.
5
1. Public initiated nominations. Upon the submission of a Heritage Tree
nomination application by any member of the public, the Planning Commission may,
after holding a noticed public hearing, designate any tree, regardless of species or
location, as a Heritage tree if the Owner of the subject tree supports the application and
the Planning Commission determines the tree should be preserved and protected due
to one or more of the following criteria:
a. Rarity. The nominated tree is an unusual species in Temecula,
California, or North America.
b. Size. The nominated tree is of notable size, height, diameter, or
canopy width compared to other trees of the same species.
c. Age. The nominated tree is of significantly advanced known or
estimated age for its species.
d. Historical association. The nominated tree is related to a
historic or cultural building, site, street, person or event.
e. Ethnic appreciation. The nominated tree is of particular value to
certain ethnic groups in the neighborhood or the City.
f. Neighborhood appreciation. The nominated tree is supported
by multiple indicators including but not limited to letters of
support, petition, outdoor gatherings and celebrations adjacent
or related to the tree.
g. Planting defines neighborhood character. The nominated tree
defines or contributes to the neighborhood aesthetic.
h. Profiled in a publication or other media. The nominated tree has
received print, internet, and or video media coverage.
i. High traffic area. The nominated tree has a high level of
visibility and or a possible traffic calming effect.
j. Low tree density. The nominated tree exists in a neighborhood
with few trees.
k. Extends between multiple properties. The nominated tree has a
high level of visibility and provides benefits to two or more
adjacent properties.
1. Accessible from public right-of-way. The nominated tree
possesses high visibility and provides benefits to the general
public.
6
m. Important wildlife habitat. The nominated tree provides or
potentially provides source of shelter and or food for wildlife.
n. Interdependent group of trees. The nominated tree is part of a
supercanopy and removal may have an adverse impact on
adjacent trees.
o. Erosion control. The nominated tree contributes to soil stability
and prevents erosion.
p. Wind or sound barrier. The nominated tree reduces wind speed
or deflects wind, and or mitigates undesirable noise.
q. Prominent landscape feature. The nominated tree is a striking
and outstanding natural feature.
r. Character defining form. The nominated tree is an example of
good form for its particular species.
s. Tree Condition. The condition of the nominated tree shall be a
factor in determining its status for protection as a Heritage Tree.
2. City initiated nominations. The City, in exercising its police powers,
may designate any tree in the City of Temecula as a Heritage Tree, regardless of
species or size. Any City initiated Heritage Tree nomination application shall be subject
to the same noticed public hearing of the Planning Commission as detailed in section
8.48.160.C.1, except that there shall be no application fee and the Property Owner's
consent shall not be required. The Property Owner shall be notified of the public
hearing and will have the opportunity to speak in favor of or against the nomination. A
City initiated Heritage Tree nomination application shall be approved only if the decision
maker determines that: (i) the tree should be preserved and protected due to its age,
size, rarity, location or appearance; or (ii) the tree is determined to be historically
significant. A tree shall be deemed historically significant if any of the following findings
can be made:
a. The tree is associated with events that have made a significant
contribution to the broad patterns of California's history and cultural heritage;
b. The tree is associated with the lives of persons important in our
past;
c. The tree embodies the distinctive characteristics of a type,
period, region, or method of construction, or represents the work of an important
creative individual, or possesses high artistic values; or
d. The tree has yielded, or may be likely to yield, information
important in prehistory or history.
7
D. The Planning Commission or City Council, may, when reviewing a
development application, designate any tree on the site of the proposed development,
regardless of species, as a Heritage tree if it determines the tree should be preserved
and protected as a condition of development due to its age, size, rarity, location or
appearance. Any Heritage Tree so designated shall continue to be a Heritage Tree for
purposes of this Ordinance regardless of whether the approved development is ever
initiated.
E. Any tree planted as a replacement for a Heritage Tree pursuant to this
Ordinance shall constitute a Heritage Tree.
F. Any tree designated as a Heritage Tree shall cause the Applicant/Owner
to record with the Riverside County Clerk and Recorder's Office a covenant and/or a
Notice of Condition Affecting Real Property to protect the tree from future ground
disturbing activities.
G. If a tree is designated as a Heritage Tree under Section 8.48.160.C.2, the
City shall pay the recordation fees.
8.48.170 Non-Liability of City
Nothing in this Ordinance shall be construed to impose any liability for damages
or a duty of care and maintenance upon the City or its officers, employees, agents, or
volunteers.
Article 2
Cutting, Removal, Relocation, or Encroachment Upon Heritage Trees
8.48.200 Heritage Tree Maintenance and Preservation
8.48.210 Permit Requirement and Exceptions
8.48.220 Permit Application and Review
8.48.230 Standards of Approval
8.48.200 Heritage Tree Maintenance and Preservation
A. All owners of real property on which a Heritage Tree is located and that is
improved, approved for development, or part of or associated with the approved
development of another piece of property, including but not limited to property required
to be maintained as permanent open space or for recreational purposes, shall maintain
such Heritage Trees in a state of good health. Failure to do so will constitute a violation
of this Ordinance.
B. Recreational and resort uses may prune, cut, plant, encroach upon, or
relocate Heritage Trees, and or modify irrigation systems in a manner consistent with
8
the normal and accepted industry business practices to maintain the property in good
condition to support its use, provided such activities are consistent with the Heritage
Tree Preservation and Protection Guidelines. Heritage Trees may be removed from
such uses after providing the City of Temecula 48 hours prior notice to allow the City an
opportunity to evaluate the tree(s) in question.
C. Damaging a Heritage Tree is prohibited. Each action that damages a
Heritage Tree shall be a separate violation.
8.48.210 Permit Requirement and Exceptions
A. Except as allowed under paragraph B of this Section, no person shall cut,
remove, or relocate a Heritage Tree, or encroach into the protected zone of any
Heritage Tree without first obtaining a Heritage Tree Removal or Relocation Permit from
the City in accordance with the provisions of this Ordinance.
B. A Heritage Tree may not be cut, removed, relocated, or encroached upon
without a Heritage Tree Removal or Relocation Permit, except under the following
circumstances:
1. Pruning and routine maintenance
2. The tree has been determined by a licensed landscape architect to
be irreparably diseased or dead.
3. A peace officer, fireman, civil defense official, or code enforcement
officer has determined in his or her official capacity that the tree poses an imminent
danger to the public or to property, in which case the tree may be cut, removed,
relocated, or encroached upon only to the extent necessary to avoid the danger
presented. The Planning Department shall be promptly noticed of the nature of the
emergency and action taken.
4. Fire Department personnel actively engaged in fighting a fire have
determined that removal of the tree is necessary to their firefighting efforts.
5. The tree is less than ten (10) inches in diameter and is held for sale
by a licensed nursery.
6. City staff has determined it is necessary to cut, remove, relocate, or
encroach upon the tree to prepare a site or undertake an approved capital improvement
project that has received environmental clearances under the California Environmental
Quality Act.
7. The Director of Public Works or the City Traffic Engineer has
directed the cutting, removal, relocation, or encroachment in order to: (i) maintain public
rights-of-way or adequate line-of-sight distances; and (ii) construct improvements within
existing or proposed General Plan Circulation Element rights-of-way, adjacent slopes,
and appurtenances.
9
8. Cutting, removal, relocation, or encroachment is required to widen
a Principal Intersection to accommodate additional dedicated turning lanes in
accordance with adopted goals, objectives and policies contained in the General Plan
Circulation Element.
9. Cutting, removal, relocation, or encroachment occurs as part of
construction or maintenance activities for facilities owned or operated by or for a public
agency, special district, or a utility company under the jurisdiction of the public utilities
commission.
10. Recreational and resort uses shall not be required to obtain permits
for cutting, removal, relocation, or encroachment of or on Heritage Trees when such
activities are necessary subject to Section 8.48.200 B.
8.48.220 Permit Application and Review
A. An applicant for a Heritage Tree Removal or Relocation Permit shall
submit an application on a form designated by the Planning Director and pay the
appropriate filing fee as set by Council resolution.
B. If an application for a Heritage Tree Removal or Relocation Permit
pertains to five (5) or fewer trees located on a single parcel, the Planning Director shall
review the application and approve, deny, or conditionally approve the request. The
Planning Director's decision may be appealed to the Planning Commission, which may
uphold, modify, or reverse the decision of the Planning Director.
C. The Planning Commission shall review all applications for a Heritage Tree
Removal or Relocation Permit not reviewed in the first instance by the Planning
Director. The Planning Commission shall approve, deny, or conditionally approve the
request. The Planning Commission's review shall be consolidated with its consideration
of all other entitlement applications for the property, if any.
D. All decisions of the Planning Commission pursuant to this Ordinance may
be appealed to the City Council in accordance with Chapter 2.36 of the Temecula
Municipal Code.
8.48.230 Standards of Approval
A. An application for a Heritage Tree Removal or Relocation Permit may be
approved only if the decision-maker finds and determines that the requested cutting,
removal, relocation, or encroachment is necessary to:
1. Maintain or aid the health, balance, or structure of the Heritage
Tree;
2. Protect life or property from a danger posed by the Heritage Tree
that cannot be reduced or eliminated by use of reasonable preservation and/or
preventative procedures and practices; or
10
3. Enable the reasonable and conforming use of the property, which is
otherwise prevented by the presence of the tree.
B. When deciding whether to approve, deny, or conditionally approve a
Heritage Tree Removal or Relocation Permit, the decision maker may consider the
following factors:
1. Whether a public purpose is being provided by the issuance of the
permit or if the removal is primarily to facilitate private development;
2. The overall condition, species, approximate age, size and general
health of the Heritage Tree(s) to be removed;
3. A certified arborist's or licensed landscape architect's report on the
likelihood for survival of any Heritage Tree(s) to be relocated;
4. The species, size and number of replacement tree(s) being
provided as mitigation; and
5. Other factors as appropriate, in accordance with a certified
arborist's or licensed landscape architect's report.
C. The decision maker may impose conditions to offset or mitigate the
requested cutting, removal, relocation, or encroachment, including, but not limited to,
any of the following:
1. The relocation of the subject tree to another location on-site or off-
site
2. The on-site or off-site planting of one (1) replacement tree of the
same or similar species, having the approximate size, age and health as the Heritage
Trees for every one (1) Heritage Tree removed;
3. The on-site or off-site planting of two (2) 48-inch box trees of the
same species as the removed Heritage Tree for every one (1) Heritage Tree removed
when it is not feasible to meet the requirements of Section 8.48.230.C.2.;
4. The initiation of an objectively observable maintenance and care
program in accordance with a certified arborist's or licensed landscape architect's report
to insure the continued health and care of Heritage Trees on the property;
5. Payment of a fee equal to the cost of procuring, planting,
establishing, and maintaining one (1) replacement tree for every one (1) Heritage Tree
removed, which cost shall be based on the latest edition of either the "Guide for Plant
Appraisal" by the International Society of Arboriculture or the "Standards for Valuation of
Amenity Trees" of the International Society of Arboriculture. Such payments shall be
used solely to fund the cost of replacing trees that have been removed.
11
Article 3
Violations and Enforcement
8.48.300
Violations
8.48.310
Remedies
8.48.320
Restitution
8.48.330
Collection of Penalties
8.48.300 Violations
A. Violations of this ordinance are subject to criminal misdemeanor penalties
and civil penalties pursuant to Chapters 1.21 and 1.24, respectively, of the Temecula
Municipal Code.
B. Intimidating, harassing, or otherwise retaliating against any person who
seeks to attain compliance with this Ordinance is prohibited.
C. Causing, permitting, aiding, abetting or concealing a violation of any
provision of this Ordinance is prohibited.
D. A violation of this chapter is declared to be a public nuisance.
8.48.310 Remedies
A. The remedies provided by this Ordinance are cumulative and in addition to
any other remedies available at law or in equity. The City may seek to remedy any
violation of this Ordinance by a civil action, including, without limitation, administrative or
judicial nuisance abatement proceedings, civil or criminal code enforcement
proceedings, and suits for injunctive relief.
B. If a violation occurs during development, the City may issue a stop work
order suspending and prohibiting further activity on the property pursuant to the grading,
demolition, and/or building permit(s) (including construction, inspection, and the
issuance of Certificates of Occupancy) until a Mitigation Plan has been prepared by a
certified arborist or a licensed landscape architect, filed by the developer and approved
by the Planning Director.
C. If a violation occurs in the absence of development, or while an application
for a building permit or discretionary development approval is pending for the property
upon which the tree is located, the Planning Director may: (1) issue a stop work order
halting all activity on the parcel; or (2) request the City Council issue a temporary
moratorium on development of the subject property pursuant to law if the violation is
found to be the result of willful misconduct. The purpose of this stop of activity shall be
to provide the City an opportunity to determine appropriate mitigation measures, if any,
for the tree removal and to ensure such measures are incorporated into any future or
12
pending development approvals for the property. Mitigation measures may be imposed
as a condition of any subsequent permits for development on the subject property.
8.48.320 Restitution
A. In addition to any other remedy or penalty provided for by the Ordinance,
the City may seek restitution from any person who damages, removes, or relocates a
Heritage Tree in violation of this Ordinance in the form of replacement of the Heritage
Tree so removed or damaged or a fine in lieu of restitution. The decision maker shall
determine the form of restitution required.
1. If the decision maker determines that restitution should be made in
the form of a replacement of the Heritage Trees removed or damaged, the replacement
trees shall be the same or similar species of tree, having the approximate size, age and
health as the tree(s) damaged or destroyed, at a ratio of two (2) new replacement trees
for every one (1) damaged or destroyed tree. The location of such plantings shall be
determined by the decision maker;
2. If the decision maker determines that payment should be made in
lieu of restitution, the payment required shall include but is not limited to, the costs of
procuring, transporting, planting, establishing, and maintaining replacement trees for the
life of the project at a ratio of two (2) new replacement trees for every one (1) damaged
or destroyed tree. The cost of the replacement trees shall be based on the actual
replacement cost for the damaged Heritage Tree or the latest edition of either the
"Guide for Plant Appraisal" by the International Society of Arboriculture or the
"Standards for Valuation of Amenity Trees" of the International Society of Arboriculture.
Payments made in lieu of restitution shall be used solely to fund the cost of replacing
trees that have been damaged or removed in violation of this Ordinance.
B. If the size of a Heritage Tree cannot be determined due to its unauthorized
removal, the size shall be determined by measuring the stump that remains, anecdotal
evidence, or interpolated from photographs or adjacent trees. The decision maker shall
presume that a missing Heritage Tree was in perfect health, unless the photographs or
other verifiable evidence demonstrates otherwise.
8.48.330 Collection of Penalties
A. Fines and payments in lieu of restitution for violation of this Ordinance are
payable at the City's Finance/Cashier office. Fines must be paid within thirty (30)
business days of the citation date. The City's Finance Department is authorized to
collect all unpaid civil fines.
B. Any unpaid costs or penalties, or payments in lieu of restitution imposed
pursuant to this Ordinance shall constitute a special assessment against the real
property upon which a violation of this Ordinance has occurred. All costs and/or fines
shall be itemized in a written report of assessment. The Planning Director shall cause a
copy of the report and assessment to be served on the owner of the property not less
than five days prior to the time fixed for confirmation of the assessment. Service may
13
be made by enclosing a copy of the report of assessment in a sealed envelope, postage
prepaid, addressed to the owner at his or her last known address as the same appears
on the last equalized assessment rolls of the County of Riverside and depositing the
same in the United States mail. Service shall be deemed complete at the time of
mailing.
C. A copy of the report of assessment shall be posted in the City Clerk's
office on the bulletin board designated for the posting of agendas, not less than three
days prior to the time when the report shall be submitted to the City Council. The City
Council shall hear the report, together with any objections by the property owner. After
the assessment is made and confirmed by the City Council, it shall be a lien on said
property. The lien shall be turned over to the Riverside County Tax Collector, where it
shall be levied on the next regular property tax bills for said property, and collected at
the same time and in the same manner as other municipal taxes are collected, and shall
be subject to the same penalties and procedures under foreclosure and sale in case of
delinquency as provided for other municipal taxes.
Section 2. If any portion, provision, section, paragraph, sentence, or word of
this Ordinance is rendered or declared to be invalid by any final court action in a court of
competent jurisdiction, or by reason of any preemptive legislation, the remaining
portions, provisions, sections, paragraphs, sentences, and words of this Ordinance shall
remain in full force and effect and shall be interpreted by the court so as to give effect to
such remaining portions of the Ordinance.
Section 3. This Ordinance shall take effect and be in full force and effect thirty
(30) days from and after the date of its final passage and adoption.
Section 4. The City Clerk shall certify to the adoption of this Ordinance and
shall cause the same to be published or posted in the manner prescribed by law.
14
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this day of ,
Maryann Edwards, Mayor
ATTEST:
Susan W. Jones, MMC
City Clerk
[SEAL]
STATE OF CALIFORNIA }
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, MMC, City Clerk of the City of Temecula, do hereby certify that
the foregoing Ordinance No. - was duly introduced and placed upon its first reading
at a meeting of the City Council of the City of Temecula on the day of , ,
and that thereafter, said Ordinance was duly adopted by the City Council of the City of
Temecula at a meeting thereof held on the day of , , by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Susan W. Jones, MMC
City Clerk
15
CITY OF TEMECULA
HERITAGE TREE PRESER VA TION
AND PROTECTION GUIDELINES
■
Approved
2009
HERITAGE TREE PRESERVATION
AND PROTECTION GUIDELINES
TABLE OF CONTENTS
INTRODUCTION 3
Section 1.0 GENERAL PROVISIONS
1.1 Heritage Tree Preservation and Protection Guidelines 4
1.2 Purpose .............................................................................................................4
1.3 Adoption and Revisions 4
1.4 Criteria for Determination of Heritage Trees 4
Section 2.0 LAND DEVELOPMENT AND HERITAGE TREES
2.1
Pre-Construction
....................6
2.2
Activities During Construction
6
2.3
Grading, Soil Compaction and Root Protection
6
2.4
Trenching, Excavation and Equipment Use
7
2.5
Tunneling and Directional Drilling
7
2.6
Root Cutting
8
2.7
Maintenance of Heritage Trees During Construction
8
2.8
Tree Removal or Relocation
9
2.9
Tree Removal or Relocation Permit Required
9
2.10
Exceptions
...................9
Section 3.0 TREE PRESERVATION AND PROTECTION PLAN
3.1
Standard Plan Requirements
10
3.2
Site Plan
10
3.3
Photographs
....................................12
3.4
General Information
12
Section 4.0
DEFINITIONS
14
Section 5.0
5.1
5.2
5.2
HERITAGE TREE INVENTORY LISTING
Heritage Tree Inventory 17
Sensitive and Protected Areas 17
Heritage Tree Nomination Process 17
APPENDICES
A.
B.
C.
D.
E.
Heritage Tree Location Maps
Riparian Areas
Important Wildlife Movement Corridors
Heritage Tree Removal or Relocation Permit Application
Heritage Tree Nomination Form
2
CITY OF TEMECULA
HERITAGE TREE PRESERVATION
AND PROTECTION GUIDELINES
INTRODUCTION
The City of Temecula lies within a unique area of Riverside County, the beauty and welfare of
which is greatly enhanced by the presence of several species of native and non-native trees of
significant size and quality that contribute in a positive way to our community's environment and
heritage. Sustaining our "Heritage Trees" in such a rapidly developing area presents a
challenge that requires careful planning and attentive maintenance.
Land Development is a complex process and is even more challenging when trees are involved,
and construction activity is one of the greatest causes of decline and death to Heritage Trees
within the City. Tree protection should not begin subsequent to construction. If preservation
measures are delayed or ignored until construction begins, the trees may be destined to fail.
Successful tree preservation occurs when construction impacts to trees are minimized or
avoided altogether. The challenge is to determine when impacts will be too severe for the tree
to survive, not only in the short term but also in the long term.
Although there are not quantitative methods to calculate these impacts, the following Heritage
Tree Preservation and Protection Guidelines have been prepared to provide guidelines that
enhance the protection of Heritage Trees from preventable damage from vandalism and land
development activities. By assuring preservation and protection through regulation and
standards of care, our Heritage Trees will continue to add to the unique character of the City of
Temecula and its Urban Forest.
3
SECTION 1.0
GENERAL PROVISIONS
1.1 Heritage Tree Preservation and Protection Guidelines
The Heritage Tree Preservation and Protection Guidelines ("Guidelines") are to be used
in conjunction with the City of Temecula Heritage Tree Ordinance ("Ordinance"). These
Guidelines are intended to provide a baseline methodology for certified arborists and
licensed landscape architects when preparing Preservation and Protection Plans in
conjunction with the submittal of a discretionary permit application and must be applied
in conjunction with the provisions of the Ordinance. In the instance of a conflict, the
Ordinance shall control.
1.2 Purpose
The purpose of these Guidelines is to assist users of the Ordinance by supplementing it
with detailed information regarding policies, procedures, interpretations, standard
requirements, and other information applicable to the preparation of a Preservation and
Protection Plan for Heritage Trees. These Guidelines are not intended to be a "one-
size-fits-all" document, but rather the expert opinion of a certified arborist or a licensed
landscape architect as to the use of best management practices for Heritage Tree
preservation and protection shall be applied.
1.3 Adoption and Revisions
The Planning Commission shall have the authority to change, update or revise the
Guidelines as necessary in order to implement the provisions of the Guidelines. In the
event of any conflict between the Ordinance and the Guidelines, the Ordinance shall
govern. The provisions of the Guidelines, to the extent they are made conditions of a
permit issued by the City, shall be binding. All revisions to the Guidelines shall be
reviewed and approved by the Planning Commission and take effect immediately upon
approval.
1.4 Criteria for Determination of Heritage Trees
Factors considered in determining if a tree qualifies as a "Heritage Tree" are the age,
size, species, location, rarity and appearance of the tree. If any of the following trees are
located within the General Plan Land Use Map Open Space Areas, Riparian areas, or
Western Riverside County Multi-Species Habitat Conservation Plan Important Wildlife
Corridor Linkage Areas, or identified on exhibits maintained by the City, they shall be
determined as Heritage Trees:
Oak Trees of the genus Quercus including, but not limited to, California or Coast
Live Oak (Quercus agrifolia), Coastal Sage Scrub Oak (Quercus dumosa),
Engelman Oak (Quercus engelmannii), Scrub Oak (Quercus berberidifolia), and
Valley Oak (Quercus lobata) more than eighteen (18) inches in diameter when
measured at a point four (4) feet above the natural grade at the base of the tree.
4
2. Platanus racemosa, (California Sycamore) more than twelve (12) inches in
diameter when measured at a point four (4) feet above the natural grade at the
base of the tree.
3. Umbellularia californica, (California Bay Laurel) more than twelve (12) inches in
diameter when measured at a point four (4) feet above the natural grade at the
base of the tree.
4. Juglans californica, (California Black Walnut) more than twelve (12) inches in
diameter when measured at a point four (4) feet above the natural grade at the
base of the tree.
5. Heteromeles (Photinia) arbutafolia, (California Holly) or (Toyon) more than twelve
(12) inches in diameter when measured at a point four (4) feet above the natural
grade at the base of the tree.
Trees of the above listed species with multiple trunks are deemed to have
reached the required diameter if the sum of the diameters of the multiple trunks
exceeds the diameter required for a single trunk tree by two (2) inches.
Notwithstanding the preceding, each of the following is determined to be a Heritage tree:
A tree or trees planted as a replacement for a Heritage Tree.
2. A tree or trees designated by the Planning Commission and/or City Council to be
protected in place by the existing or underlying Conditions of Approval for an approved
land use entitlement.
3. Any tree or trees designated by the Planning Commission, City Council or by the
Public through the approval of a Heritage Tree Nomination Application.
SECTION 2.0
LAND DEVELOPMENT AND HERITAGE TREES
2.1 Pre-Construction
A. Tree Preservation and Protection Plan. If it is determined that a Heritage Tree
exists on property to be developed, the Planning Director will require a site
specific Tree Preservation and Protection Plan and an evaluation pursuant to the
California Environmental Quality Act ("CEQA"), to affect the purpose of these
Guidelines. (Please refer to the submittal requirements identified in Section 3.0,
"Tree Preservation and Protection Plan" of these Guidelines.)
B. Pre-Construction Meeting. The Planning Director, or their representative, may
require an on-site pre-construction meeting with the contractor and/or applicant
to discuss tree protection with the site supervisor, grading equipment contractors
and demolition crews to assure that everyone fully understands the procedures
and tree protective measures concerning the project site, staging areas, haul
routes, watering, contacts, etc.
C. Site Inspections. In addition, the Planning Director may require inspection by
City staff to verify placement of protective fencing and approval of materials prior
to commencement of construction. In addition, periodic inspections will be
conducted to verify adherence to the tree protection measures during the on-
going construction process.
2.2 Activities During Construction
Soil disturbance or other damaging activities within the Tree Protection Zone is
prohibited unless approved by a certified arborist or a licensed landscape architect to the
satisfaction of the Planning Director.
2.3 Grading, Soil Compaction and Root Protection
The greatest increase in soil density occurs during the first few equipment passes over
the soil. To dispense traffic weight, mulch and temporary root buffers can be used. The
following guidelines can help to lessen compaction:
A. Do not park vehicles or equipment, store building materials, refuse, or excavated
soils, or dump poisonous materials on or around trees and roots. (Poisonous
materials include, but are not limited to, paint, petroleum, concrete, stucco mix,
dirty water or any material that may be harmful to the tree.)
B. Do not compact soil to higher density than required in improved areas for asphalt
or concrete pavements, and not to exceed 85% density in unimproved landscape
areas.
C. Grade changes within the Tree Protection Zone are not permitted. At no time
during or after construction should soil be in contact with the trunk of the tree
above the basal flair.
6
D. Grade changes outside of the Tree Protection Zone shall not significantly alter
drainage.
2.4 Trenching, Excavation and Equipment Use
A. Trenching, excavation or boring within the Tree Protection Zone shall be limited
to activities approved by a certified arborist or a licensed landscape architect.
Alternatives should be explored for trenching outside the root zone.
B. Avoid exposing roots during hot weather. Backfill trenches as soon as possible
with soil and soak with water the same day. Small roots can die in 10 to 15
minutes and large roots may not survive an hour of exposure. If the trench must
be left open all roots must be kept moist by wrapping them in peat moss and
burlap.
C. If trenching is unavoidable, the following minimum distances shall be maintained:
TRUNK DIAMETER
measured 4 feet above natural grade)
MINIMUM' DISTANCE FROM
BOTH SIDES OF TRUNK*
Oak Tree, 18 inches or more
5 feet beyond (away from
California Sycamore, 12 inches or more
trunk) the drip line of the tree
California Bay Laurel, 12 inches or more
or 15 feet away from the
California Black Walnut, 12 inches or more
trunk, whichever is greater.
California Holly or To on, 12 inches or more
Or as determined by a certified arborist or a licensed landscape architect.
D. Excavation. Any approved excavation, demolition or extraction of material shall
be performed with equipment that is placed outside the Tree Protection Zone.
Hand digging, hydraulic, or pneumatic excavation are permitted methods for
excavation within the Tree Protection Zone.
E. Equipment. Use of backhoes, Ditch-Witches, steal tread tractors or other heavy
vehicles within the Tree Protection Zone is prohibited unless approved by a
certified arborist or a licensed landscape architect. Do not use tree trunks as a
back stop, winch support, anchorage, as a temporary power pole, signpost or
other similar function.
2.5 Tunneling and Directional Drilling
A. Trenching, pipe or cable installation within the Tree Protection Zone shall be
either cut by hand, air-spade, or by mechanically boring a tunnel under the roots
with a horizontal directional drill using hydraulic or pneumatic air excavation
technology. In all cases, install the utility pipe immediately, backfill with soil and
soak with water within the same day.
B. Where acceptable, tunneling under the root system can greatly reduce both
damage to the tree and the cost to repair landscape and other features destroyed
in the trenching process. The following recommendations for tunneling depths
are provided as follows:
TRUNK DIAMETER
measured 4 feet above natural grade)
MINIMUM TUNNEL DEPTH*
12 inches or less
24 inches
More than 12 inches
Winches
'Or as determined by a certified arborist or a licensed landscape architect.
2.6 Root Cutting
Cutting of tree roots by utility trenching, digging foundations, placement of curbs and
trenches, or other excavations requires prior approval of the Planning Director. No roots
greater than 6 inches in circumference shall be cut without direction from a certified
arborist or a licensed landscape architect. In the instance where root cutting is
unavoidable, cuts should be clean and made at right angles to the roots. When
practical, cut roots back to a branching lateral root.
2.7 Maintenance of Heritage Trees During Construction
Providing adequate maintenance can mitigate stressful changes that occur to a Heritage
Tree's environment during construction. To remain healthy, the tree needs to maintain
stored carbohydrates and preserve the effectiveness of its growth regulators. It is
recommended that development projects provide:
A. Soil Compaction Mitigation. To prevent negligent encroachment into the Tree
Protection Zone, trees to be preserved during construction must have the
specified type of protection fences in place at all times. Removal of fences, even
temporarily, to allow deliveries or equipment access is not allowed unless
approved by a certified arborist or a licensed landscape architect and a root
buffer is installed. The root buffer components; mulch, gravel and plywood must
be maintained continually to assure its effectiveness against soil compaction.
B. Mulch: During construction, wood chips may be spread within the Tree
Protection Zone to a four to six (4 to 6) inch depth, leaving the trunk clear of
mulch. This will aid in inadvertent soil compaction and moisture loss. Mulch
shall be 2-inch (2") unpainted, untreated shredded wood or other approved
material.
C. Root Buffer: When areas under the tree canopy cannot be fenced, a temporary
buffer is required and shall cover the root zone and remain in place at the
specified thickness until the final grading stage. The protective buffer shall
consist of shredded wood chips spread over the roots at a minimum of 6-inches
(6") in depth (keeping the trunk clear of chips), and layered by '/-inch quarry
gravel to stabilize the'/-inch plywood sheets laid on top. Steel plates can also
be used.
D. Irrigation. Providing supplemental irrigation for trees under water stress may be
the single most important treatment. Irrigation should be designed to wet the soil
within the Tree Protection Zone to the depth of the root zone and to replace that
water once it is depleted. Light, frequent irrigation should be avoided. Create a
6 inch berm around trees at the edge of the Tree Protection Zone and fill with no
more than 6 inches of mulch. Fill the basin with water. Irrigation should wet the
top 2 to 3 feet of soil to replicate similar volumes and normal rainfall patterns.
E. Erosion Control. If a tree is adjacent to or in the immediate proximity to a grade
slope of 8% or more, approved erosion control or silt barrier shall be installed
outside of the Tree Protection Zone to prevent siltation or erosion within the
zone.
F. Dust Control. During extended periods of drought, wind or grading, trunks, limbs
and foliage should be sprayed with water to remove accumulated construction
dust.
2.8 Tree Removal or Relocation
The proposed removal or relocation of a Heritage Tree must be approved by the
Planning Director in accordance with the Heritage Tree Ordinance. Trees that have
become structurally unstable, in poor health, or unable to survive the effects of
construction become a liability to public safety and should be removed. These
Guidelines acknowledge that conflicts between Heritage Trees and development may
sometimes result in the removal of trees, and recognizes the detrimental effect to the
project and community when these trees die after construction is completed. Where
removal of a Heritage Tree is necessary, the Planning Director shall determine the
appropriate mitigation measures to be provided so as to preserve the beauty and
character of the Community.
2.9 Tree Removal or Relocation Permit Required
With the exception of routine pruning and maintenance of Heritage Trees, no person
shall cut, remove, encroach into the protected zone, or relocate any Heritage Tree on
any public or private property within the City unless a valid Heritage Tree Removal or
Relocation Permit has been issued by the City in accordance with the provisions of
these Guidelines. An example of the Heritage Tree Removal or Relocation Permit is
attached to these Guidelines as Appendix D, and copies may be obtained from the
Planning Department or the City's website at www.cityoftemecula.org.
2.10 Exceptions
A permit is not required to cut, encroach, remove, or relocate a Heritage Tree(s) under
the circumstances identified in the Heritage Tree Ordinance.
9
SECTION 3.0
TREE PRESERVATION AND PROTECTION PLAN
The items listed below are basic submittal requirements to be included in the Tree Preservation
and Protection Plan. As each project is unique, the applicant should consult with City staff to
determine exact submittal requirements.
3.1 Standard Plan Requirements:
A. Clearly differentiate between existing and proposed site improvements on all
plans.
B. Include preparer's name, title, license number, address, and telephone number
(preparer must be a Certified Arborist, Licensed Landscape Architect or other
qualified professional approved by the Planning Director).
C. Include project title, project address, and property owner's name.
D. Provide date of last revision, north arrow, and drawn to scale (no smaller than 1"
= 40'-0")
E. Label all property lines; include existing and proposed easements.
F. Label and provide width of existing and proposed roadways, access driveways,
improvements within the public right-of-ways.
3.2 Site Plan:
The Site Plan shall identify the following information:
A. Trees
1. All trees, regardless of size, and show exact locations to scale. The tree's
species and common name must be directly on the plan or keyed to a legend.
2. All designated Heritage Trees in accordance with Section 1.4; "Criteria for
Determination of Heritage Trees" of these Guidelines.
3. Heritage Trees immediately adjacent to the property must also be identified
on the plan.
4. The diameter of each tree measured at a height of 4 feet above ground level.
5. Indicate whether the tree is a single or multi-trunk, and to be removed or
preserved.
6. If symbols are used for trees, a different symbol must be used for each
species.
10
B. Tree Protection Zone. Tree roots are generally located in the top 12-24 inches of
soil and can extend to a distance exceeding the height of the tree and/or width.
The roots located 1-5 feet from the trunk are often relatively inactive, and if cut,
will cause a column of decay that can reach the top of a tree over time. The
feeder roots of the tree can sustain damage during construction from lack of
water, soil compaction or physical damage from cutting.
Indicate that no construction staging, parking, storage or disposal of
construction materials or byproducts, including but not limited to paint,
plaster, or chemical solutions is allowed in the Tree Protection Zone.
2. Where mulch is required, show the mulch area and indicate mulch materials
and depth in accordance with Section 2.7 A.; "Soil Compaction Mitigation" of
these Guidelines.
3. Include notes or measures to maintain and/or improve the health of the
protected Heritage Trees, such as schedule of watering during construction,
deadwood removal, pest management or other practices.
C. Protective Fencing. For all Heritage Trees to be preserved on site, clearly
identify the fencing protecting the Tree Protection Zone with a bold dashed line.
The protective fencing must be located outside of the Tree Protection Zone and
erected before demolition, grading, or construction begins and remain until final
inspection of the project.
1. All trees to be preserved shall be protected with five to six (5 to 6) foot high
chain link fences or other material(s) approved by the Director of Planning.
2. Fences are to be mounted on two-inch (2") galvanized iron posts or untreated
4" x 4" wood posts, driven into the ground to a depth of at least two-feet (2)
and at no more than ten-foot (10') centers. Concrete shall not be used to
reinforce posts.
3. A two-foot (2') wide gate shall be installed for tree maintenance.
4. A warning sign shall be prominently displayed on each protective fence. The
sign shall be a minimum of 8.5 inches x 11 inches and clearly state the
following:
TREE PROTECTION ZONE
This Fence Shall Not be Removed
11
D. Utilities and Easements.:
1. Show location of existing and/or proposed utility lines (above and below
grade) and width, depth, and method of tunneling or digging any proposed
trenches.
2. Show point of connection for utilities and controllers.
3. Show width and location of all existing and/or proposed drainage easements
and watercourses; indicate existing and/or proposed drainage structures.
E. Miscellaneous:
1. Indicate location, width, and depth of all trenches for footings including
excavations for any subsurface improvement.
2. Show existing and proposed contour lines.
3. Outline and label all existing or proposed structures (including walls, fences,
construction trailers, etc.), drawn to scale, and shown in their exact location.
4. Identify staging areas, storage location for construction materials and
equipment, and vehicular and equipment ingress and egress.
5. Indicate location, width, depth and method of tunneling or digging of
proposed trenches for irrigation lines (mainlines and lateral lines).
3.3 Photographs:
A. Provide photographs of protected Heritage Trees that shows the form and
orientation on the property, as well as the conditions on the site.
B. Photographs must be labeled with the property address or Assessor's Parcel
Number (APN), date, and keyed to a site plan showing the viewpoint in which the
photograph was taken.
3.4 General Information:
A. Tree Pruninq or Removal: Prior to construction, Heritage Trees may need to be
pruned away from structures or proposed construction activity. Construction or
contractor personnel shall not attempt pruning. Heritage trees must be
pruned by, or under the direction of, a certified arborist, or a licensed landscape
architect.
B. Grading, Trenching and Drainage: Grading, trenching and soil compaction
activities are the factors most responsible for the decline of Heritage Trees on
construction sites. All construction activities near designated Tree Protection
Zones shall comply with Section 2.0, "Land Development and Heritage Trees" of
these Guidelines.
C. Erosion Control: If a tree is adjacent to or in the immediate proximity to a grade
slope of 8% or more, a City-approved erosion control or silt barrier shall be
12
identified on the Site Plan and installed outside of the Tree Protection Zone to
prevent siltation or erosion within the Tree Protection Zone.
D. Certified Arborist or Licensed Landscape Architect to Remove Trees. Removal
of trees adjacent to Heritage trees that are to remain requires a great amount of
care and expertise. Only a certified arborist or licensed landscape architect shall
engage in tree removal. Construction or contractor personnel shall not
attempt tree removal unless it occurs at the express instruction of the certified
arborist or licensed landscape architect at the time the certified arborist or
licensed landscape architect is on-site to supervise the tree removal.
13
SECTION 4.0
DEFINITIONS
"Applicant" means any person corporation, partnership association of any type, public agency
or other legal entity who submits a discretionary permit application for land development
pursuant to these Guidelines.
"Basal Flair" means the tree trunk where it emerges from the root system and flairs out to
create the base of the tree.
"Certified Arborist" means, for purposes of these Guidelines, an arborist who is registered in
good standing with the International Society of Arboriculture (ISA) and is in possession of a City
of Temecula business license.
"City" means the City of Temecula.
"Cutting" means the detaching or separating from a Heritage Tree any live limb or branch over
one inch (1") in diameter, any pruning which changes the shape or natural character of the tree
or any branch removal that removes more of the tree canopy than recommended under
International Society of Arboriculture (ISA) Standards.
"Damage" means any action that causes permanent injury, death or disfigurement to a
Heritage Tree. This may include, but is not limited to cutting, poisoning, over watering,
withholding water, unauthorized relocating or transplanting of a Heritage tree; including
trenching, excavating, or paving within Tree Protection Zone.
"Disfigurement" means the unsightly and injurious trimming of a Heritage Tree. This shall
include tree-trimming practices not in conformance with ISA standards. It shall include pruning
practices such as stubbing, heading, heading back, stubbing off, pollarding, tipping, topping off,
de-horning, lopping or rounding of any Heritage Trees.
"Deadwood" means limbs, branches, or a portion of a tree that contains no green leaves
during a period of the year when they should be present.
"Designated Heritage Tree" means those trees possessing the qualifying attributes of a
Heritage Tree and identified on the Heritage Tree Inventory Listing attached to these
Guidelines.
"Development" means the improvement of any real property which requires the approval of
zoning, subdivision, conditional use permits, or site development review permits.
"Director" means the Planning Director, or his or her designee.
"Drip line" means a limiting line, for tree protection purposes, of the outermost area of the tree
canopy (leafy area), and within which no construction or disturbance shall occur.
"Encroachment" means any intrusion or human activity into the protected zone of a Heritage
Tree including, but not limited to, pruning, grading, excavating, trenching, parking of vehicles,
storage of materials or equipment, or the construction of structures or other improvements.
14
"Heritage Tree" shall mean a tree that because of its size, age, historical or cultural
significance, or unique and irreplaceable values to the community needs to be preserved and
safeguarded as a symbol of the City's heritage, beauty and image. Heritage Trees shall include
specimens of the following species which have reached the designated maturity (diameter):
Platanus racemosa, (California Sycamore) which exceed twelve (12) inches in diameter when
measured at a point four (4) feet above the natural grade at the base of the tree; Umbellularia
californica, (California Bay Laurel) which exceed twelve (12) inches in diameter when measured
at a point four (4) feet above the natural grade at the base of the tree; Juglans californica,
(California Black Walnut) which exceed twelve (12) inches in diameter when measured at a
point four (4) feet above the natural grade at the base of the tree; Heteromeles (Photinia)
arbutafolia, (California Holly) or (Toyon) which exceeds twelve (12) inches in diameter when
measured at a point four (4) feet above the natural grade at the base of the tree. Trees with
multiple trunks shall be deemed to have reached maturity if the sum of the diameters of the
multiple trunks exceeds the required diameter plus two (2) inches of a single trunked tree.
Heritage Trees shall also include all designated oak trees. Likewise, Heritage Trees shall also
include any tree(s), of any type, designated as Heritage Trees by the Planning Commission or
City Council during review of any land use entitlement request and which trees are required to
be preserved as a condition of that City approved entitlement, land division, or tract map. This
designation shall continue whether or not the use for which the entitlement is issued is
inaugurated or the land division or tract map is recorded.
"Heritage Tree Preservation and Policy Guidelines" shall mean the policy established by the
City Council and the administrative procedures and rules established by the Planning
Commission for implementation of the Guidelines.
"Licensed Landscape Architect" shall mean an individual who holds a professional license to
practice landscape architecture, as defined under Business and Professions Code section
(BPC) 5615, or is licensed by the State of California Landscape Architects Technical
Committee, (the licensing and regulatory agency for the practice of landscape architecture in
California).
"Oak tree" shall mean any oak tree of the genus Quercus including, but not limited to,
California or Coast Live Oak (Quercus agrifolia), Coastal Sage Scrub Oak (Quercus dumosa),
Engelman Oak (Quercus engelmannii), Scrub Oak (Quercus berberidifolia), and Valley Oak
(Quercus lobata), upon reaching eighteen (18) inches in diameter.
"Owner" means the legal owner of real property within the City of Temecula and any lessee of
the owner.
"Person" means any individual, firm, association, corporation, organization, or partnership or
any city, county, district, the State or any department or agency thereof. (14 Cal. Code of
Regulations, Sec.3501)
"Planning Director" or "Director" means the Director of Planning of the City of Temecula, or
his or her duly delegated representative.
"Protected Zone" or "Tree Protection Zone" shall mean a specifically defined area totally
encompassing a Heritage Tree within which work activities are strictly controlled. When
depicted on a map, the outermost edge of the protected zone will appear as an irregular shaped
circle that follows the contour of the drip line of the tree. Using the drip line as a point of
reference, the protected zone shall commence at a point five (5) feet outside of the drip line and
extend inward to the trunk of the tree. In no case shall the protected zone be less than fifteen
(15) feet from the trunk of a Heritage Tree.
15
"Pruning" means the removal of water sprouts, crossed limbs, or other unhealthy branching
structure as designated by the International Society of Arboriculture (ISA). Such removal shall
not change the natural form of the tree, shall not consist of stubbing or heading back branches,
and shall in no case consist of removing more of the total tree canopy than recommended under
ISA.
"Relocation" means the transplanting of a tree from its original location to another suitable
location.
"Removal" means the physical removal of a tree, or causing the death or untimely decline or a
tree through actions including but not limited to damage, destruction, unnecessary
disfigurement, withholding water, poisoning, or other deliberate or willful action or inaction.
"Right-of-Way" or "Public Right-of-Way" means, for purposes of this Ordinance, the
dedicated street right-of-way, or recorded easements for routine maintenance and/or utility
purposes, located within the City of Temecula.
"Routine Maintenance" means the actions needed for the continued health of the tree
including but not limited to, the removal of deadwood or storm damaged branches, light pruning
to improve scaffolding, and removal of branches less than one inch (1") in diameter.
"Site" means the real property on which activities subject to these Guidelines may occur.
"Tree" means, for purposes of these Guidelines, a Heritage Tree.
"Tree Canopy" means the top layer or crown of mature trees.
"Trimming" (see "Cutting").
"Urban Forest" means the natural resource composed of all tree on public and private
property within the City limits and sphere of influence.
16
Section 5.0
HERITAGE TREE INVENTORY LISTING
Staff shall prepare a City-wide inventory of Heritage Trees using the City's Global Positioning
System (GPS) as Heritage Trees are identified through discretionary permit application review
or through the nomination process. City staff shall prepare an exhibit graphically depicting the
location of Heritage Trees throughout the City. Prior to authorizing ground disturbing activity,
staff will review this exhibit and follow-up field visits by a certified arborist or a licensed
landscape architect may be necessary to confirm the species, health and desirability of such
trees in accordance with the provisions of these Guidelines.
While it is expected that most development projects that follow these Guidelines will reduce
project impacts on Heritage Trees to a level of insignificance, these Guidelines do not exempt a
project from being reviewed pursuant to the California Environmental Quality Act (CEQA) and
being evaluated for significant project impacts to Heritage Trees.
5.1 Heritage Tree Inventory:
The Heritage Tree Inventory is attached to these Guidelines as Appendix A and provides useful
information to property owners, private contractors and City employees whenever any
development activity is planned or performed near a Heritage Tree. The Planning Director shall
have the authority to update the Heritage Tree inventory on an as-needed basis as Heritage
Trees are identified. Only trees designated by the Planning Director or the Planning
Commission as Heritage Trees shall be added to the inventory.
5.2 Sensitive and Protected Areas:
In particular, native trees located within areas identified by the General Plan Land Use map as
Open Space, or otherwise protected lands such as riparian areas and important wildlife
movement corridors (MSHCP) will be included in the inventory as Heritage Trees. An exhibit
showing the approximate location of riparian areas is included as Appendix B of these
Guidelines. An exhibit showing the approximate location of important wildlife corridors is
included as Appendix C of these Guidelines. The City's Land Use map is available for viewing
at the Planning Department or on the City's website at www.cityoftemecula.org.
5.3 Heritage Tree Nomination Process:
The City of Temecula has several species of native and non-native trees of significant size and
quality that contribute in a positive way to our community's environment and heritage. Healthy
and properly maintained trees increase property values, provide shade and heat dissipation,
help to prevent erosion of the topsoil, reduce air pollution, and improve our psychological well-
being and beautify our community.
The purpose of the Heritage Tree Nomination process is to protect and preserve a variety of
native and non-native trees on public and private property whose visual and historic importance
to the community is sufficient to justify special efforts to protect and preserve them. Heritage
Tree Nomination applications shall be accepted from the public at large when endorsed by the
property owner. The Planning Commission shall have approval authority for Heritage Tree
Nomination applications. An example of the Heritage Tree Nomination form and acceptance
criteria is attached to these Guidelines as Appendix E, and copies may be obtained from the
Planning Department or the City's website at www.cityoftemecula.org.
17
APPENDIX A
HERITAGE TREE LOCATION MAPS
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RIPARIAN AREAS
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IMPORTANT WILDLIFE MOVEMENT CORRIDORS
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APPENDIX D
HERITAGE TREE REMOVAL OR RELOCATION PERMIT APPLICATION
City of Temecula
43200 Business Park Drive
P.O. Box 9033
Temecula, California 92589-9033
(951) 694-6400 FAX (951) 694-6477
E-Mail: www.cityoftemecula.org
Date Stamp
Heritage Tree Removal or Relocation
Planning Application No.
PROJECT INFORMATION
(INCOMPLETE APPLICATIONS CANNOT BE ACCEPTED)
TREE DESCRIPTION:
Heritage Tree name (species and common name):
Number of trees:
Street address:
Parcel Number:
Location of Tree: ❑ Front yard ❑ Rear yard ❑ Side yard ❑ Corner-side yard
❑ Public right-of-way ❑ Public lands ❑ Not sure
❑ Other:
GPS units (OPTIONAL):
Height
Average canopy width'
Circumference at chest leve12
Circumference at ground levels
feet
feet
inches
inches
1 Distance from one edge to opposite edge of tree canopy
2 Distance around trunk at 4 ft off the ground. htt ://www.isa-arbor.com/ ublications/tree ord/herita e.as x
3 Distance around trunk on the ground where the trunk meets the soil.
The Planning Commission will use the following criteria to evaluate each Heritage Tree
Application. If you need more space to describe the tree, please attach additional sheets.
APPLICANT/OWNER INFORMATION:
Name of Applicant:
Address:
City: State: Zip:
Phone (day) Fax E-mail:
Name of Property Owner:
Mailing Address:
City: State: Zip:
REASON FOR WORK BEING DONE: (Briefly describe the reason for removing or relocating
the Heritage Tree)
Heritage Tree removal or relocation must be performed in accordance with the most
recently Published standards of the International Society of Arboriculture (ISA):
I have received and have read a copy of the International Society of Arboriculture requirements
for tree removal or relocation: 0 Yes ❑ No
Applicant or Property Owner Name and Signature
I will retain the services of an ISA certified arborist or a licensed landscape architect to perform
and/or supervise the removal or relocation of the Heritage Tree. ❑ Yes ❑ No
Arborist's or Licensed Landscape Architect's Name, Signature, and Certification Number
If the property owner does not retain a certified arborist or licensed landscape architect,
the City will require the work to be monitored by qualified city staff at the property
owner's expense.
APPENDIX E
HERITAGE TREE NOMINATION FORM
Heritage Tree Nomination Form
Disclaimer: Any information you include on this form will be part of the public record.
Anyone may request to see the information you submit for a Heritage Tree nomination.
For more legal information, see the last page of this form.
Who can nominate a Heritage tree?
• The Planning Commission may nominate a tree.
• The head of a City department or agency may nominate a tree on property under
their jurisdiction. City departments and agencies should conduct an internal
approval process before nominating a tree.
• A property owner may nominate a tree on his or her property.
• A member of the public may nominate a tree with consent of the property owner.
I am one of the following authorized nominators
❑ Property owner
❑ Head of a City Department or Agency
❑ Planning Commission member
Please note that a permit will be required for any future removal of a Heritage tree.
Pursuant to Ordinance 09-_, the City of Temecula requests the following information.
Authorized nominator (Planning
Commission, Head of City Department,
Property Owner):
Name
Address
Address
Phone (day)
Fax #
Email
Property owner:
Name
Address
Address
Phone (day)
Fax #
Email
Member of the public who initiated
nomination (if applicable):
Name
Address
Address
Phone (day)
Fax #
Email
I am an authorized nominator and I support this nomination.
Signature
Date
I am the property owner and I grant permission for city staff to evaluate the nominated
tree on the property with advance notice.
Signature
Date
City of Temecula
43200 Business Park Drive
P.O. Box 9033
Temecula, California 92589-9033
(951) 694-6400 FAX (951) 694-6477
E-Mail: www.cityoftemecula.org
Date Stamp
Heritage Tree Nomination
Planning Application
PROJECT INFORMATION
(INCOMPLETE APPLICATIONS CANNOT BE ACCEPTED)
TREE DESCRIPTION
Tree name (species and common name):
Number of trees:
Street address:
Location of Tree: ❑ Front yard ❑ Rear yard ❑ Side yard ❑ Corner-side yard
❑ Public right-of-way ❑ Public lands ❑ Not sure
❑ Other:
GPS units (OPTIONAL):
Height feet
Average canopy width' feet
Circumference at chest levee l
Circumference at ground level3
inches
inches
1 Distance from one edge to opposite edge of tree canopy
2 Distance around trunk at 4.5 ft off the ground. htt ://w .isa-arbor.com/ ublications/tree-ord/herita e.as x
3 Distance around trunk on the ground where the trunk meets the soil.
The Planning Commission will use the following criteria to evaluate each Heritage Tree Application. If
you need more space to describe the tree, please attach additional sheets.
Rarity: -Rare Uncommon -Common -Other
Unusual species in Temecula. Also consider rarity in California, North America, world.
Comment:
Size: -Large -Medium -Small
Notable size (height, diameter, canopy width) compared to other trees of the same species.
Comment:
Age: Significantly advanced age for this species (known or estimated).
Comment:
Historical Association: Yes - None apparent
Related to a historic or cultural building, site, street, person, event, etc.
Describe nature of appreciation:
Ethnic appreciation: -Yes -None apparent
Particular value to certain ethnic groups in neighborhood or city.
Describe nature of appreciation:
Neighborhood appreciation: - Yes -None apparent
Multiple indicators such as letters of support, petition, outdoor gatherings, celebrations adjacent or related
to tree, etc. Attach documentation:
Describe:
Planting defines neighborhood character: Yes No
Contributes to neighborhood aesthetic.
Describe contribution:
Profiled in a publication or other media: Yes Unknown
Tree has received print, internet, and/or video media coverage. Attach documentation if appropriate.
Describe coverage:
High traffic area: Yes No
High visibility, possible traffic calming effect.
Describe:
Low tree density: -Low -Moderate -High
Tree exists in a neighborhood with very few trees.
Describe:
Extends between multiple properties: Yes
High visibility, multiple neighbors share tree.
Describe:
No
Accessible from public right-of-way: Yes
High visibility.
Describe:
No
Important wildlife habitat: Yes
Wildlife shelter and/or food (observed or potential).
No
Describe and be as specific as possible.
Interdependent group of trees: Yes No
This tree forms a supercanopy and removing it may have an adverse impact on adjacent trees
Describe:
Erosion control: Yes
Tree prevents soil erosion.
Describe:
No
Wind or sound barrier: Yes No
Tree reduces wind speed or mitigates undesirable noise
Describe:
Prominent landscape feature: Yes No
A striking and outstanding natural feature.
Describe, attach photo if possible:
Character-defining form: _Yes _No
Tree is an example of good form for its particular species.
Describe:
Tree condition: _Good Poor Hazard
Consider overall tree health and structure, and whether or _not tree poses a hazard
Describe:
Additional comments
If you have any questions about this form, tree terms or tree concepts, please contact the
Planning Department staff (below). It is acceptable if you cannot provide some of the information
requested on this form.
A photograph of the tree must be submitted with this form.
Please attach optional supporting documents such as letters, arborist or licensed landscape architect
report, etc.
Send to: Planning Department, P.O. Box 9033, Temecula, CA 92589-9033, (951) 694-6400.
Any information you submit will be part of the public record.
The Public Records Act defines a "public record" broadly to include "any writing containing information relating to the conduct of the
public's business prepared, owned, used or retained by any state or local agency, regardless of the physical form or characteristics."
Govt. Code § 6252(e). Pursuant to the Public Records Act, this document is a public record and will be available to the public upon
request, at the hearing site, at the Temecula Main Library, and on the City's website.
Application received date Received by
Tree evaluation form
Planning Commission Decision
Heritage Tree # Title recorded date
Notice of Public Hearing
THE CITY OF TEMECULA
43200 Business Park Drive
Temecula, CA 92590
A PUBLIC HEARING has been scheduled before the CITY COUNCIL to consider the matter(s)
described below.
Case No: Planning Application No. LR08-0019
Applicant: City of Temecula
Location: Citywide
Proposal: Review and adopt the proposed Heritage Tree Ordinance
Environmental Action: In accordance with the California Environmental Quality Act
(CEQA), the proposed project is exempt from further
environmental review and a Notice of Exemption will be
issued in compliance with CEQA (Section 15061(3))
Any person may submit written comments to the City Council before the hearing(s) or may appear
and be heard in support of or opposition to the approval of the project(s) at the time of hearing. If
you challenge any of the projects in court, you may be limited to raising only those issues you or
someone else raised atthe public hearing(s) described in this notice, or in written correspondences
delivered to the City Clerk at, or prior to, the public hearing(s). The proposed project application(s)
may be viewed at the public information counter, Temecula Planning Department, 43200 Business
Park Drive, Monday through Friday from 8:00 a.m. until 5:00 p.m. Questions concerning the
project(s) may be addressed to Emery Papp, City of Temecula Redevelopment Agency, (951) 693-
3955.
PLACE OF HEARING City Council Chambers
43200 Business Park Drive
Temecula, California
DATE OF HEARING June 23, 2009
TIME OF HEARING 7:00 PM