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AGENDA
TEMECULA CITY COUNCIL
A REGULAR MEETING
CITY COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
JUNE 24, 2014 — 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. — The City Council will convene in Closed Session in the Canyons Conference
Room on the third floor of the Temecula City Hall concerning the following matters:
1) "Performance Evaluation -City Manager. This closed session is being held
pursuant to Government Code Section 54957 to enable the City Council to
evaluate the City Manager as required by his contract and to define goals and
performance objectives."
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: 14-04
Resolution: 14-41
CALL TO ORDER: Mayor Maryann Edwards
Prelude Music: Earlene Bundy
Invocation: Pastor Sandy Bentz of Hope Lutheran Church
Flag Salute: Council Member Chuck Washington
ROLL CALL: Comerchero, Naggar, Roberts, Washington, Edwards
PRESENTATIONS/PROCLAMATIONS
Abby Reinke Elementary School — Odyssey of the Mind Presentation to the City
1
PUBLIC COMMENTS
A total of 30 minutes is provided so members of the public may address the City Council
on items that appear within the Consent Calendar or a matter not listed on the agenda.
Each speaker is limited to three minutes. If the speaker chooses to address the City
Council on an item listed on the Consent Calendar or a matter not listed on the agenda, a
Request to Speak form must be filled out and filed with the City Clerk prior to the City
Council addressing Public Comments and the Consent Calendar. Once the speaker is
called to speak, please come forward and state your name for the record.
For all Public Hearing or Council Business items on the agenda, a Request to Speak form
must be filed with the City Clerk prior to the City Council addressing that item. Each
speaker is limited to five minutes.
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, 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.
1 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.
2 Action Minutes
RECOMMENDATION:
2.1 Approve the action minutes of June 10, 2014.
3 List of Demands
RECOMMENDATION:
3.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A
2
4 Resolution Adopting Regulations for Candidates for Elective Office Pertaining to
Candidate Statements submitted to the Voters at an Election to be held on Tuesday,
November 4, 2014
RECOMMENDATION:
4.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE
PERTAINING TO CANDIDATES STATEMENTS SUBMITTED TO THE
VOTERS AT AN ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 4, 2014
5 Approval of Fiscal Year 2014-15 Trustee Fees Related to the City's Outstanding Bonds
RECOMMENDATION:
5.1 That the City Council approve the expenditure of $38,220, for Fiscal Year
2014-15 trustee/fiscal agent services, provided by U.S. Bank, for the City's
Community Facilities Districts (CFD), Assessment District (AD), and Tax
Allocation Bonds (TABs).
6 Insurance Policies (Workers' Compensation, Property, Automobile Physical Damage,
Earthquake and Flood, Crime, Liability) — Renewal, Extension, and Alignment
RECOMMENDATION:
6.1 Approve the cancellation of the City's current Workers' Compensation Policy with
Travelers Property Casualty Company of America, and approve insurance policy
renewal for Workers' Compensation Coverage with New York Marine and
General Insurance Company, in the amount of $55,002, for the period of
July 1, 2014 to July 1, 2015;
6.2 Approve a four month six day pro rata Property, Automobile Physical Damage,
Earthquake and Flood, and Crime insurance policy extension with Travelers
Indemnity Company/Travelers Indemnity Company of Connecticut and Empire
Indemnity Insurance Company (with participation from Princeton E&S, Hiscox,
QBE Specialty, and Ironshore/Ironshore Europe), in the amount of $133,050, for
the period of February 26, 2015 to July 1, 2015;
6.3 Approve the insurance policy renewal for Liability insurance with Travelers
Indemnity Company/Travelers Indemnity Company of Connecticut, in the amount
of $219,882, for the period of July 1, 2014 to July 1, 2015.
3
7 Authorization of Application to the Director of Industrial Relations, State of California, for
a Certificate of Consent to Self Insure Workers' Compensation Liabilities
RECOMMENDATION:
7.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-
A RESOLUTION AUTHORIZING APPLICATION TO THE DIRECTOR OF
INDUSTRIAL RELATIONS, STATE OF CALIFORNIA FOR A CERTIFICATE
OF CONSENT TO SELF INSURE WORKER'S COMPENSATION LIABILITIES
7.2 Approve the "Application for a Public Entity Certificate of Consent to Self Insure"
attached thereto.
8 Support of AB 2610 (Williams) an Act to amend Section 89708 of the Education Code
relating to California State University Special Sessions (at the request of Council
Member Washington)
RECOMMENDATION:
8.1 That the City Council support Assembly Bill 2610 (Williams) and direct the City
Manager to work with California State University San Marcos in support,
including drafting letter(s) of support to be signed by the Mayor on behalf of the
City of Temecula.
9 Second Amendment to the Agreement with Proactive Fire Design, Inc. for Fire
Department Plan Review Service
RECOMMENDATION:
9.1 That the City Council approve the Second Amendment with Proactive Fire
Design, Inc., in the amount of $90,000, for a total contract amount of $200,000,
for Fire Department Plan Review Service.
10 Second Amendment to the Maintenance Agreement with Innovative Document
Solutions for Canon Copiers/Printers
RECOMMENDATION:
10.1 Approve the Second Amendment to the Maintenance Agreement with Innovative
Document Solutions to increase the annual contractual amount for Fiscal Year
2013-14 to $82,000, and to increase the annual contractual amount for Fiscal
Years 2014-15 and 2015-16 to $90,000; thereby, increasing the five-year
contract amount to $411,600;
10.2 Approve an additional appropriation in the amount of $10,000 for Fiscal Year
2013-14.
4
11 First Amendment to the Agreement with Blanca Y. Price for Landscape Plan Check and
Inspection Services for Fiscal Year 2013-14
RECOMMENDATION:
That the City Council approve the First Amendment to the Agreement with
Blanca Y. Price to perform Landscape Plan Check and Inspection Services for
Fiscal Year 2013-14, in the amount of $16,700, for a total agreement amount of
$106,700.
12 Agreement with Keyser Marston Associates for Economic Consulting Services — Land
Use Economic Opportunity Study and Old Town Market Opportunities Update
RECOMMENDATION:
12.1 That the City Council approve an Agreement with Keyser Marston Associates for
Economic Consulting Services — Land Use Economic Opportunity Study and Old
Town Market Opportunities Update, in the amount of $124,000.
13 First Amendment to the Agreement with KRW & Associates for Fiscal Year 2014-15
RECOMMENDATION:
13.1 That the City Council approve the First Amendment to the Agreement with KRW
& Associates, in the amount of $20,000, for engineering plan check, map and
legal description review for Fiscal Year 2014-15.
14 First Amendment to the Contract with Pacific Striping, Inc. for Citywide Repainting of
Traffic Striping, PW13-04
RECOMMENDATION:
14.1 Approve the First Amendment to the Contract with Pacific Striping, Inc., in the
amount of $278,150, for Citywide Repainting of Traffic Striping, PW13-04;
14.2 Authorize the City Manager to approve additional work not to exceed the
contingency amount of $51,850, which is approximately 18.6% of the annual
amount.
15 Second Amendment to the Agreement with Temecula Sunrise Rotary Foundation for
Fiscal Year 2014-15
RECOMMENDATION:
15.1 That the City Council approve the Second Amendment to the Agreement with
Temecula Sunrise Rotary Foundation, in the amount of $10,050, for bus
benches placement and maintenance for Fiscal Year 2014-15.
5
RECESS CITY COUNCIL MEETING TO SCHEDULED MEETINGS OF
THE TEMECULA COMMUNITY SERVICES DISTRICT, THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY, THE TEMECULA HOUSING AUTHORITY, AND
THE TEMECULA PUBLIC FINANCING AUTHORITY
********************
6
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
Next in Order:
Ordinance: No. CSD 14-01
Resolution: No. CSD 14-05
CALL TO ORDER: President Jeff Comerchero
ROLL CALL: DIRECTORS: Edwards, Naggar, Roberts, Washington, Comerchero
CSD PUBLIC COMMENTS
A total of 30 minutes is provided so members of the public may address the Board of
Directors on items that appear within the Consent Calendar or a matter not listed on the
agenda. Each speaker is limited to three minutes. If the speaker chooses to address the
Board of Directors on an item listed on the Consent Calendar or a matter not listed on the
agenda, a Request to Speak form must be filled out and filed with the City Clerk prior to
the Board of Directors addressing Public Comments and the Consent Calendar. Once the
speaker is called to speak, please come forward and state your name for the record.
For all Public Hearing or District Business items on the agenda, a Request to Speak form
must be filed with the City Clerk prior to the Board of Directors addressing that item.
Each speaker is limited to five minutes.
CSD 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 Temecula Community Services District request specific items be removed from the
Consent Calendar for separate action.
16 Action Minutes
RECOMMENDATION:
16.1 Approve the action minutes of June 10, 2014.
17 Agreement with Melody's Ad Works, Inc. for Old Town Temecula Special Event
Coordination and Marketing Services
RECOMMENDATION:
17.1 That the Board of Directors approve an agreement with Melody's Ad Works, Inc.,
in the amount of $51,500 ($45,000/contract fee, $6,500/reimbursable) for the
coordination and marketing of special events in Old Town Temecula for Fiscal
Year 2014-15.
18 Annual Agreement with Nicholas Tierce for Graphic Design and Videography Services
for the Theater and Museums for Fiscal Year 2014-15
RECOMMENDATION:
18.1 That the Board of Directors approve the following annual agreement for Fiscal
Year 2014-15:
Nicholas Tierce
$50,000 Graphic design and videography
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGER REPORT
CSD BOARD OF DIRECTORS REPORTS
CSD ADJOURNMENT
Next regular meeting: Tuesday, July 8, 2014, at 5:30 PM, for a Closed Session, with regular
session commencing at 7:00 PM., City Council Chambers, 41000 Main Street, Temecula,
California.
8
SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY — no meeting
TEMECULA HOUSING AUTHORITY — no meeting
TEMECULA PUBLIC FINANCING AUTHORITY — no meeting
9
RECONVENE TEMECULA CITY COUNCIL
CITY COUNCIL BUSINESS
19 Ordinance Amending Section 10.28.010(D) of the Temecula Municipal Code regarding
Prima Facie Speed Limits on Certain Streets
RECOMMENDATION:
19.1 That the City Council introduce and read by title only an ordinance entitled:
ORDINANCE NO. 14 -
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA,
AMENDING SECTION 10.28.010(D) OF THE TEMECULA MUNICIPAL CODE
REGARDING PRIMA FACIE SPEED LIMITS ON CERTAIN STREETS
DEPARTMENTAL REPORTS
20 Community Development Department Monthly Report
21 City Council Travel/Conference Report -May 2014
22 Public Works Department Monthly Report
23 Police Department Monthly Report
CITY MANAGER REPORT
CITY ATTORNEY REPORT
ADJOURNMENT
Next regular meeting: Tuesday, July 8, 2014, at 5:30 PM, for a Closed Session, with regular
session commencing at 7:00 PM, City Council Chambers, 41000 Main Street, Temecula,
California.
NOTICE TO THE PUBLIC
The agenda packet (including staff reports) will be available for public viewing in the Main Reception area at the Temecula Civic
Center (41000 Main Street, Temecula) after 4:00 PM the Friday before the City Council meeting. At that time, the agenda packet
may also be accessed on the City's website — www.citvoftemecula.orq — and will be available for public viewing at the respective
meeting.
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 viewing in the Main Reception area at the Temecula Civic Center (41000 Main Street, Temecula,
8:00 AM — 5:00 PM). In addition, such material will be made available on the City's website — www.cityoftemecula.org — and will be
available for public review at the respective meeting.
If you have questions regarding any item on the agenda for this meeting, please contact the City Clerk's Department, (951) 694-
6444.
10
CONSENT CALENDAR
Item No. 1
Item No. 2
ACTION MINUTES
TEMECULA CITY COUNCIL
A REGULAR MEETING
CITY COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
JUNE 10, 2014 — 7:00 PM
6:00 P.M. — The City Council convened in Closed Session in the Canyons Conference
Room on the third floor of the Temecula City Hall concerning the following matters:
1) "Conference with real property negotiators pursuant to Government Code Section
54956.8 regarding one parcel of real property owned by the City of Temecula as
the Housing Successor Agency to the former Temecula Redevelopment Agency
consisting of approximately 32 acres (APN 909-370-002) located northwesterly of
Diaz Road and Dendy Parkway in the City of Temecula. The parties to the
negotiations for the potential sale of the property are: Wild Rivers Temecula, LLC
(aka Wild Rivers), Heritage Classic Charter School of America and the City of
Temecula. Negotiators for Wild Rivers, LLC are: Michael Riedel and Jeff Hopkins;
negotiator for Heritage Classic Charter School of America is James R. Bach;
negotiators for the City of Temecula are: Aaron Adams, Greg Butler, Armando
Villa and Luke Watson. Under negotiation are price and terms of the potential sale
of the property."
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 6:00 P.M., Mayor Edwards called the City Council meeting to order and recessed to Closed
Session to consider the matters described on the Closed Session agenda.
The City Council meeting convened at 7:00 P.M.
CALL TO ORDER: Mayor Maryann Edwards
Prelude Music: Joshua Jurkosky
Invocation: Father Andrew Lesko of St. Nicholas Greek Orthodox Church
Flag Salute: Council Member Ron Roberts
ROLL CALL: Comerchero, Naggar, Roberts, Washington, Edwards
PRESENTATIONS/PROCLAMATIONS
Certificate of Achievement to Scott Bostock for attaining the rank of Eagle Scout
Action Minutes 061014 1
PUBLIC COMMENTS
The following individuals addressed the City Council:
• Jimmy Moore
• Jeffrey Reilly
• Robert Rosenstein
CITY COUNCIL REPORTS
CONSENT CALENDAR
1 Standard Ordinance and Resolution Adoption Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
1.1 Motion to waive the reading of the text of all ordinances and resolutions included
in the agenda.
2 Action Minutes — Approved Staff Recommendation (4-0-1, Council Member
Comerchero abstained) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Naggar, Roberts, Washington and Edwards with Council
Member Comerchero abstaining because he did not attend the May 27, 2014 City
Council Meeting.
RECOMMENDATION:
2.1 Approve the action minutes of May 27, 2014.
3 List of Demands Procedure — Approved Staff Recommendation (5-0-0) Council
Member Washington made the motion; it was seconded by Council Member
Roberts; and electronic vote reflected approval by Council Members Comerchero,
Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
3.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-30
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A
4 City Treasurer's Report as of April 30, 2014 Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
Action Minutes 061014 2
RECOMMENDATION:
4.1 That the City Council approve and file the City Treasurer's Report as of April 30,
2014.
5 Resolution Amending City Council Election Resolutions 14-24 and 14-25 Procedure —
Approved Staff Recommendation (5-0-0) Council Member Washington made the
motion; it was seconded by Council Member Roberts; and electronic vote
reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
RECOMMENDATION:
5.1 That the City Council amend City Council Election Resolutions 14-24 and 14-25
and adopt a resolution entitled:
RESOLUTION NO. 14-31
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
AMENDING RESOLUTION NOS. 14-24 AND 14-25 CALLING THE CITY'S
GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 4, 2014
AND REQUESTING THE RIVERSIDE COUNTY REGISTRAR OF VOTERS TO
CONDUCT THE ELECTION
6 Voter Approved Measure C Annual Special Tax Levy Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
6.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-32
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ESTABLISHING THE AMOUNT OF THE SPECIAL TAX LEVY FOR FISCAL
YEAR 2014-15 TO PROVIDE FOR RECREATION AND HUMAN SERVICES
PROGRAMS AND THE OPERATION, MAINTENANCE AND SERVICING OF
PUBLIC PARKS AND RECREATIONAL FACILITIES, MEDIAN
LANDSCAPING, AND ARTERIAL STREET LIGHTS AND TRAFFIC SIGNALS
7 Amend the City of Temecula's Citywide User Fees Resolution No. 05-101 Temporarily
Suspending the Automatic Annual Adjustment of User Fees until the Energov Permitting
System Project is completed during Fiscal Year 2014-15 Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
Action Minutes 061014 3
RECOMMENDATION:
7.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-33
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
TEMPORARILY SUSPENDING THE AUTOMATIC ANNUAL ADJUSTMENT
OF CITYWIDE USER FEES UNTIL THE ENGERGOV PERMITTING SYSTEM
PROJECT IS COMPLETED DURING FISCAL YEAR 2014-15 AND
TEMPORARILY RETAINING THE SAME CITYWIDE USER FEES AS WERE IN
EFFECT FOR FISCAL YEAR 2013-14
8 Authorization to Examine Sales, Use and Transactions Tax Records Procedure —
Approved Staff Recommendation (5-0-0) Council Member Washington made the
motion; it was seconded by Council Member Roberts; and electronic vote
reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
RECOMMENDATION:
8.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-34
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
AUTHORIZING EXAMINATION OF SALES, USE AND TRANSACTIONS TAX
RECORDS
9 Agreement for Building Plan Review Services for Fiscal Year 2014-15 Procedure —
Approved Staff Recommendation (5-0-0) Council Member Washington made the
motion; it was seconded by Council Member Roberts; and electronic vote
reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
RECOMMENDATION:
9.1 That the City Council approve an Agreement for Consulting Services with Esgil
Corporation for Building Plan Review Services, in the amount of $150,000, for
Fiscal Year 2014-15.
10 Agreement for Landscape Plan Check and Inspection Services for Fiscal Year 2014-15
Procedure — Approved Staff Recommendation (5-0-0) Council Member Washington
made the motion; it was seconded by Council Member Roberts; and electronic
vote reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
Action Minutes 061014 4
RECOMMENDATION:
10.1 That the City Council approve an Agreement for Consulting Services with
Blanca Y. Price to perform Landscape Plan Check and Inspection Services, in
the amount of $100,000, for Fiscal Year 2014-15.
11 Acceptance of Grant Deed for Transfer of Ownership of the Children's Museum Property
(APN 922-036-042) from the Successor Agency to the Temecula Redevelopment
Agency to the City of Temecula pursuant to the approved Amended Long -Range
Property Management Plan Procedure — Approved Staff Recommendation (5-0-0)
Council Member Washington made the motion; it was seconded by Council
Member Roberts; and electronic vote reflected approval by Council Members
Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
11.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-35
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
APPROVING THE ACCEPTANCE OF THE GRANT DEED FOR THE
TRANSFER OF THE CHILDREN'S MUSEUM PROPERTY (APN 922-036-042)
FROM THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT
AGENCY TO THE CITY OF TEMECULA PURSUANT TO THE APPROVED
AMENDED LONG-RANGE PROPERTY MANAGEMENT PLAN
12 Third Amendment to the Agreement with Interwest Consulting Group for the provision of
Building Inspector Services Procedure — Approved Staff Recommendation (5-0-0)
Council Member Washington made the motion; it was seconded by Council
Member Roberts; and electronic vote reflected approval by Council Members
Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
12.1 That the City Council approve the Third Amendment to the Agreement with
Interwest Consulting Group, in the amount of $11,200, for the provision of
Building Inspector Services, for a total agreement amount of $53,100.
13 First Amendment to the Agreement with Keyser Marston Associates, Inc. for Real Estate
Economic Consulting Services Procedure — Approved Staff Recommendation (5-0-0)
Council Member Washington made the motion; it was seconded by Council
Member Roberts; and electronic vote reflected approval by Council Members
Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
13.1 That the City Council approve the First Amendment to the Agreement with
Keyser Marston Associates, Inc. (KMA), in the amount of $32,000, for Real
Estate Economic Consulting Services, for a total agreement amount of $52,000.
Action Minutes 061014 5
14 Fiscal Year 2014-15 Solid Waste and Recycling Rates Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
14.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-36
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
APPROVING SOLID WASTE AND RECYCLING RATES FOR FISCAL YEAR
2014-15
15 Approval of the Plans and Specifications, and Authorization to Solicit Construction Bids
for the Citywide Slurry Seal Fiscal Year 2014-15, PW 14-06 Procedure — Approved
Staff Recommendation (5-0-0) Council Member Washington made the motion; it
was seconded by Council Member Roberts; and electronic vote reflected approval
by Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
15.1 Approve the plans and specifications, and authorize the Department of Public
Works to solicit construction bids for the Citywide Slurry Seal Fiscal Year
2014-15, PW 14-06;
15.2 Make a finding that this project is exempt from CEQA per Article 19, Categorical
Exemption, Section 15301, Existing Facilities, of the CEQA Guidelines.
16 Agreement with ThyssenKrupp Elevator Corporation for Fiscal Year 2014-15 for
Elevator Services Procedure — Approved Staff Recommendation (5-0-0) Council
Member Washington made the motion; it was seconded by Council Member
Roberts; and electronic vote reflected approval by Council Members Comerchero,
Naggar, Roberts, Washington and Edwards.
RECOMMENDATION:
16.1 That the City Council approve an Agreement with ThyssenKrupp Elevator
Corporation, in the amount of $40,000, for Fiscal Year 2014-15 for Elevator
Services.
17 Amendments to Annual Agreements for various services required by the Public Works
Department, Traffic Division, Fiscal Year 2014-15 Procedure — Approved Staff
Recommendation (5-0-0) Council Member Washington made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
Action Minutes 061014 6
RECOMMENDATION:
17.1 That the City Council approve the following Amendments to Annual Agreements
in the amounts specified, for Fiscal Year 2014-15 for various Department of
Public Works, Traffic Division operational needs:
Altec Industries, Inc. — Second Amendment
$30,000
Counts Unlimited, Inc. — Second Amendment
$20,000
Crosstown Electrical & Data, Inc. — First Amendment
$30,000
DBX, Inc. — First Amendment
$30,000
McCain, Inc. — First Amendment
$30,000
Siemens Industry, Inc. — Third Amendment
$30,000
18 Opposition of AB 2153 (Gray), an Act to Amend Section 89708 of the Education Code
Relating to Postsecondary Education (at the request of Council Member Washington)
Procedure — Approved Staff Recommendation (5-0-0) Council Member Washington
made the motion; it was seconded by Council Member Roberts; and electronic
vote reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
RECOMMENDATION:
18.1 That the City Council oppose Assembly Bill 2153 (Gray) and direct the City
Manager to work with California State University San Marcos in opposition,
including drafting updated letter(s) of opposition to be signed by the Mayor on
behalf of the City of Temecula.
RECESS
At 7:30 P.M., the City Council recessed and convened as the Temecula Community Services
District Meeting and the Successor Agency to the Temecula Redevelopment Agency Meeting.
At 7:48 P.M., the City Council resumed with the remainder of the City Council Agenda.
RECONVENE TEMECULA CITY COUNCIL
CITY COUNCIL BUSINESS
28 Adoption of the Fiscal Years 2015-2019 Capital Improvement Program Budget —
Approved Staff Recommendation (5-0-0) Council Member Comerchero made the
motion; it was seconded by Council Member Roberts; and electronic vote
reflected approval by Council Members Comerchero, Naggar, Roberts,
Washington and Edwards.
Council Member Edwards did not participate in any discussion and abstained in
the approval of this Resolution as such approval relates to the Murrieta Creek
Improvements Project, because her employer, the Boys and Girls Club, is located
within 500 feet of this project and is likely to affect her employer and this
property.
Action Minutes 061014 7
Council Member Naggar did not participate in any discussion and abstained in
approval of this Resolution as such approval relates to the Ornamental Pedestrian
Barriers Project on Deer Hollow adjacent to Great Oak High School because of the
proximity to his property in which he has an interest.
RECOMMENDATION:
28.1 That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-37
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
APPROVING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR
FISCAL YEARS 2015-2019 AND ADOPTING THE CAPITAL IMPROVEMENT
PROGRAM BUDGET FOR FISCAL YEAR 2014-15
29 Adoption of the Fiscal Year 2014-15 Annual Operating Budget — Approved Staff
Recommendation (5-0-0) Council Member Naggar made the motion; it was
seconded by Council Member Roberts; and electronic vote reflected approval by
Council Members Comerchero, Naggar, Roberts, Washington and Edwards.
Council Member Washington did not participate in any discussion and abstained
in approval of this Resolution as such approval relates to the Balloon & Wine
Festival and the Komen Race for the Cure because his company in which he has
an interest, California T's, has indirectly provided merchandise for these groups.
RECOMMENDATION:
29.1 Adopt a resolution entitled:
RESOLUTION NO. 14-38
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ADOPTING THE FISCAL YEAR 2014-15 ANNUAL OPERATING BUDGET
AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS
29.2 Adopt a resolution entitled:
RESOLUTION NO. 14-39
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
REVISING THE SCHEDULE OF AUTHORIZED POSITIONS
29.3 Adopt a resolution entitled:
RESOLUTION NO. 14-40
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2014-15
Action Minutes 061014 8
30 Formation and Appointment of an Ad Hoc Subcommittee for Strategic Fiscal Planning —
Appointed Council Member Edwards and Council Member Comerchero to serve
on the Ad Hoc Subcommittee for Strategic Fiscal Planning (5-0-0) Council Member
Naggar made the motion; it was seconded by Council Member Washington; and
electronic vote reflected approval by Council Members Comerchero, Naggar,
Roberts, Washington and Edwards.
RECOMMENDATION:
30.1 Form an ad hoc subcommittee to develop initiatives to address challenges facing
the City and develop strategies to guide future budgetary decisions;
30.2 Appoint two members of the City Council to serve on the Strategic Fiscal
Planning Ad Hoc Subcommittee.
CITY MANAGER REPORT
CITY ATTORNEY REPORT
City Attorney Thorson advised direction was given to the City's negotiators however, there was
nothing to report under the Brown Act for any actions taken in Closed Session.
ADJOURNMENT
At 8:35 P.M., the City Council meeting was formally adjourned to Wednesday Tuesday, June
24, 2014, at 5:30 PM, for a Closed Session, with regular session commencing at 7:00 PM, City
Council Chambers, 41000 Main Street, Temecula, California.
Adjourned in Memory of
Those Who Gave Their Lives
On D -Day, June 6, 1944
***
Maryann Edwards, Mayor
ATTEST:
Gwyn R. Flores, CMC
Acting City Clerk
[SEAL]
Action Minutes 061014 9
Item No. 3
TO:
FROM:
DATE:
SUBJECT:
Approvals
City Attorney
Finance Director
City Manager
Ilk
CITY OF TEMECULA
AGENDA REPORT
City Manager/City Council
Jennifer Hennessy, Finance Director
June 24, 2014
List of Demands
PREPARED BY:
RECOMMENDATION:
Pascale Brown, Accounting Manager
Jada Shafe, Accounting Specialist
That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-
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: 1. Resolution
2. List of Demands
RESOLUTION NO. 14-
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 $3,006,721.43.
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 24th day of June, 2014.
Maryann Edwards, Mayor
ATTEST:
Gwyn R. Flores, CMC
Acting City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Gwyn R. Flores, CMC, Acting City Clerk of the City of Temecula, do hereby
certify that the foregoing Resolution No. 14- was duly and regularly adopted by the City
Council of the City of Temecula at a meeting thereof held on the 24th day of June, 2014,
by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Gwyn R. Flores, CMC
Acting City Clerk
CITY OF TEMECULA
LIST OF DEMANDS
05/29/2014 TOTAL CHECK RUN $ 1,100,718.43
06/05/2014 TOTAL CHECK RUN 1,456,331.22
06/05/2014 TOTAL PAYROLL RUN: 449,671.78
TOTAL LIST OF DEMANDS FOR 06/24/2014 COUNCIL MEETING: $ 3,006,721.43
DISBURSEMENTS BY FUND:
CHECKS:
001 GENERAL FUND
135 BUSINESS INCUBATOR RESOURCE
140 COMMUNITY DEV BLOCK GRANT
165 SARDA AFFORDABLE HOUSING
190 TEMECULA COMMUNITY SERVICES DISTRICT
192 TCSD SERVICE LEVEL B
194 TCSD SERVICE LEVEL D
196 TCSD SERVICE LEVEL "1]' LAKE PARK MAINT.
197 TEMECULA LIBRARY FUND
210 CAPITAL IMPROVEMENT PROJECTS FUND
300 INSURANCE FUND
310 VEHICLES FUND
320 INFORMATION TECHNOLOGY
330 CENTRAL SERVICES
340 FACILITIES
395 2011 FINANCING LEASE 2001 & 2008 COPS
477 C1H7)- RORIPAUGH
501 SERVICE LEVEL"C'ZONE 1 SADDLEWOOD
502 SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK
503 SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS
504 SERVICE LEVEL"C"ZONE 4 THE VINEYARDS
505 SERVICE LEVEL"C"ZONE 5 SIGNET SERIES
506 SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY
507 SERVICE LEVEL"C"ZONE 7 RIDGEVIEW
508 SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE
509 SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA
510 SERVICE LEVEL"C"ZONE 10 MARTINIQUE
511 SERVICE LEVEL"C"ZONE 11 MEADOWVIEW
512 SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS
513 SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP.
514 SERVICE LEVEL"C'7ONE 14 MORRISON HOMES
515 SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES
516 SERVICE LEVEL"C"ZONE 16 TRADEWINDS
517 SERVICE LEVEL"C"ZONE 17 MONTE VISTA
518 SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS
519 SERVICE LEVEL"C"ZONE 19 CHANTEMAR
520 SERVICE LEVEL"C"ZONE 20 CROWNE HILL
521 SERVICE LEVEL"C"ZONE 21 VAIL RANCH
522 SERVICE LEVEL"C"ZONE 22 SUTTON PLACE
523 SERVICE LEVEL"C"ZONE 23 PHEASENT RUN
524 SERVICE LEVEL"C"ZONE 24 HARVESTON
525 SERVICE LEVEL"C"ZONE 25 SERENA HILLS
526 SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION
527 SERVICE LEVEL"C"ZONE 27 AVONDALE
528 SERVICE LEVEL"C"ZONE 28 WOLF CREEK
529 SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT
700 CERBT CALIFORNIA EE RETIREE-GASB45
$ 509,918.75
860.44
2,454.44
7,625.42
223,441.60
190.13
1,502.56
6,987.49
5,717.74
920,289.73
36,526.47
117,252.40
76,391.29
16,567.88
37,592.61
534,417.50
1,708.50
978.02
657.92
73.09
194.96
1,211.38
594.50
604.48
6,010.25
77.88
432.51
114.53
4,517.87
174.06
980.11
18.25
1,011.04
18.83
8,748.71
2,943.27
7,481.55
3,587.96
66.77
79.11
5,768.82
530.00
78.45
369.47
3,834.13
90.15
6,356.63
$ 2,557,049.65
CITY OF TEMECULA
LIST OF DEMANDS
001 GENERAL FUND $ 258,398.50
140 COMMUNITY DEV BLOCK GRANT 1,665.73
165 SARDA AFFORDABLE HOUSING 5,407.29
190 TEMECULA COMMUNITY SERVICES DISTRICT 101,521.24
192 TCSD SERVICE LEVEL B 240.16
194 TCSD SERVICE LEVEL D 2,054.69
196 TCSD SERVICE LEVEL 'Z" LAKE PARK MAINT. 412.72
197 TEMECULA LIBRARY FUND 1,128.01
300 INSURANCE FUND 4,086.94
320 INFORMATION TECHNOLOGY 24,043.46
330 SUPPORT SERVICES 6,621.83
340 FACILITIES 10,750.35
501 SERVICE LEVEL"C"ZONE 1 SADDLEWOOD 82.51
502 SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK 55.39
503 SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS 65.75
504 SERVICE LEVEL"C"ZONE 4 THE VINEYARDS 12.02
505 SERVICE LEVEL"C"ZONE 5 SIGNET SERIES 133.29
506 SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY 24.08
507 SERVICE LEVEL"C"ZONE 7 RIDGEVIEW 34.22
508 SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE 226.28
509 SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA 2.34
510 SERVICE LEVEL"C"ZONE 10 MARTINIQUE 10.41
511 SERVICE LEVEL"C"ZONE 11 MEADOWVIEW 6.99
512 SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS 151.05
513 SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP. 32.21
514 SERVICE LEVEL"C"ZONE 14 MORRISON HOMES 18.64
515 SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES 16.29
516 SERVICE LEVEL"C"ZONE 16 TRADEWINDS 37.59
517 SERVICE LEVEL"C"ZONE 17 MONTE VISTA 3.28
518 SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS 139.90
519 SERVICE LEVEL"C"ZONE 19 CHANTEMAR 74.87
520 SERVICE LEVEL"C"ZONE 20 CROWNE HILL 202.98
521 SERVICE LEVEL"C"ZONE 21 VAIL RANCH 343.41
522 SERVICE LEVEL"C"ZONE 22 SUTTON PLACE 8.21
523 SERVICE LEVEL"C"ZONE 23 PHEASENT RUN 8.94
524 SERVICE LEVEL"C"ZONE 24 HARVESTON 193.12
525 SERVICE LEVEL"C"ZONE 25 SERENA FULLS 62.17
526 SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION 2.88
527 SERVICE LEVEL"C"ZONE 27 AVONDALE 8.94
528 SERVICE LEVEL"C"ZONE 28 WOLF CREEK 284.71
529 SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT 3.94
700 CERBT CALIFORNIA EE RETIREE-GASB45 31,094.45
449,671.78
TOTAL BY FUND: $ 3,006,721.43
apChkLst Final Check List Page: 1
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
Description
Amount Paid Check Total
2447 05/27/2014 014685 COMPASS BANK '11 refunding 01/08 cert part debt svc 534,417.50 534,417.50
164728 05/27/2014 002185 POSTMASTER postage for s/f'14 recreation guide 8,260.86 8,260.86
164729 05/29/2014 004802 ADLERHORST INTERNATIONAL Apr 14 training & supplies:police K-9 283.34 283.34
INC
164730 05/29/2014 016823 ADURI YOGA TCSD Instructor Earnings 168.00 168.00
164731 05/29/2014 010904 AFECO INC Thermal Imagaing Camera - Sta 95 9,182.16 9,182.16
164732 05/29/2014 014531 ALLEN EMBROIDERY SERVICE Embroidery:code enf uniform shirts 156.00 156.00
164733 05/29/2014 016065 AMERICAN DIGITAL Library SmartPay Project : Library 9,472.00 9,472.00
CORPORATION
164734 05/29/2014 004240 AMERICAN FORENSIC NURSES Phlebotomy srvcs:temecula police 381.41
(AFN)
Phlebotomy srvcs:temecula police
296.66 678.07
164735 05/29/2014 013950 AQUA CHILL OF SAN DIEGO Jun 14 water filter sys maint:facilities 176.04
Jun 14 water filter sys maint:MPSC 33.48
Jun 14 water filter sys maint:PD 27.00
ro drinking water sys srvcs: jrc 27.00 263.52
164736 05/29/2014 004307 ARCH CHEMICALS, INC. May 14 water maint srvcs:hary lake/duck 3,900.00 3,900.00
164737 05/29/2014 004205 BALLET FOLKLORICO TCSD Instructor Earnings 224.00 224.00
164738 05/29/2014 006254 BALLET FOLKLORICO TCSD Instructor Earnings 140.00 140.00
164739 05/29/2014 016842 BARLASS, RONALD, L. Radio Chargers: TCC 400.00 400.00
164740 05/29/2014 004040 BIG FOOT GRAPHICS Red t-shirts:skate park pgrms 431.50 431.50
164741 05/29/2014 016735 BILLY DANIELS FOUNDATION Settlement:While the city sleeps 5/24 1,709.59 1,709.59
164742 05/29/2014 004462 C D W GOVERNMENT INC
Portable printer/paper:energov project
misc small tools & equip:info technology
Arm for additional computer monitor
tripp inverter 375W
705.16
364.79
279.32
-51.84
1,297.43
Pagel
apChkLst Final Check List Page: 2
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164743 05/29/2014 003138 CAL MAT
164744 05/29/2014 004248 CALIF DEPT OF
JUSTICE-ACCTING
164745 05/29/2014 007794 CAL-PASEO DEL SOL, LLC
164746 05/29/2014 016915 CALVARY CHAPEL COSTA
MESA
164747 05/29/2014 000131 CARL WARREN & COMPANY
INC
164748 05/29/2014 002945 CONSOLIDATED ELECTRICAL
DIST.
164749 05/29/2014 011922 CORELOGIC, INC. WEB SUBSCRIPTION:REAL QUEST 27.50
164750 05/29/2014 013379 COSSOU, CELINE
164751 05/29/2014 010650 CRAFTSMEN PLUMBING &
HVAC INC
164752 05/29/2014 010650 CRAFTSMEN PLUMBING & fire alarm improvements: jrc 3,000.00
HVAC INC
(Continued)
Description
Amount Paid Check Total
asphalt material:citywide street repairs 674.67 674.67
Apr 14 DOJ alcohol analysis: Police 980.00 980.00
refund bal.:burrowing owl study:PM36461 300.00 300.00
refund:sec dep:rm rental:Harveston 200.00 200.00
Apr 14 Claim adjuster services 3,657.36 3,657.36
misc electrical supplies: var parks 210.60
misc electrical supplies: MPSC
183.60 394.20
WEB SUBSCRIPTION:REAL QUEST FOR
11.00 38.50
TCSD Instructor Earnings 168.00 168.00
replace single doors: crc rehab 9,000.00 9,000.00
164753 05/29/2014 016884 CREATIVE DATA SOLUTIONS
replace laminate edges: council dais 1,500.00
laminate repairs: civic center
TCSD Instructor Earnings
TCSD Instructor Earnings
164754 05/29/2014 014580 DANCE THEATRE COLLECTIVE Settlement:danceXchange 05/20
164755 05/29/2014 004192 DOWNS ENERGY FUEL &
LUBRICANTS
1,200.00 5,700.00
252.00
168.00 420.00
203.00 203.00
Fuel for City vehicles:CIP PW & NPDES 350.71
Fuel for City vehicles: Plan & Bldg 217.99
Fuel for City vehicles:city mgr & tcsd
164756 05/29/2014 002981 DYNA MED First aid supplies:aquatics pgrm
164757 05/29/2014 002390 EASTERN MUNICIPAL WATER Apr water meter:39569 Seraphina Rd
DIST
164758 05/29/2014 011202 EMH SPORTS USA, INC
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
156.99 725.69
215.15 215.15
359.36 359.36
798.00
665.00
595.00
2,058.00
Page2
apChkLst Final Check List Page: 3
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
164759 05/29/2014 016781 EVERLAST CLIMBING Bike racks & fix it station:Old Town
INDUSTRIES
Amount Paid Check Total
2,366.20 2,366.20
164760 05/29/2014 001056 EXCEL LANDSCAPE, INC. lake pump maint srvc: duck pond 700.20
replace landscape material:civic ctr 624.00
install flowers:old town & town square 480.00
irrigation and ldscp repairs: var parks 403.25
irrigation repairs: crowne hill slope 330.88
irrigation and Idscp repairs: var parks 307.75
APR 14 LDSCP MAINT SRVC: JRC 200.00 3,046.08
164761 05/29/2014 015345 EXPRESS VIDEO SUPPLY, INC. Camera for AV Room -Special Events 4,359.95 4,359.95
164762 05/29/2014 003053 FAGAN, MATTHEW Performance of music: gallery receptions 125.00 125.00
164763 05/29/2014 000165 FEDERAL EXPRESS INC 4/30-5/8/14 Express mail services 79.31 79.31
164764 05/29/2014 003347 FIRST BANKCARD CENTER
013112 SAN DIEGO VENTURE GROUP AA San Diego Venture membership dues 705.00
014583 PALUMBO'S RISTORANTE, LLC AA rfrshmnts: mid mgrs meeting 4/29 350.17
000293 STADIUM PIZZA INC AA refreshments: Bus Dev Seminar 04/26 279.42
014115 GAMBLING COWBOY AA city council refreshments mtg: 04/22 253.28
CHOPHOUSE, THE
016886 MANDALAY BAY AA Int'I Conf of Shopping Ctrs- Adams, A 227.36
016886 MANDALAY BAY AA Int'I Conf of Shopping Ctrs- 227.36
013112 SAN DIEGO VENTURE GROUP AA Event registration: venture summit 14 160.00
016886 MANDALAY BAY AA Int'I Conf of Shopping Ctrs- 156.80
016886 MANDALAY BAY AA Int'I Conf of Shopping Ctrs- Damko, C 156.80
013812 DFIT SUBS, LLC AA Rfrshmnts: Business incurbator mtg 156.58
009720 STARBUCKS CORPORATION AA refreshments: Code Camp TVE2 4/26 135.00
016885 THEPAPERMILLSTORE.COM AA card stock: State of the City event 73.60
013442 WILDOMAR, CITY OF AA State of the City 30.00
004953 PETE'S MUSIC AA drum sticks for State of the City 5.00
AA interest charges reversed
-75.96 2,840.41
164765 05/29/2014 010326 G E MOBILE WATER, INC MAY 14 WATER FILTRATION 95.04 95.04
PARTS:STN 73
Page:3
apChkLst Final Check List Page: 4
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
Amount Paid Check Total
164766 05/29/2014 009608 GOLDEN VALLEY MUSIC Settlement:Classics...Merc May 2014 1,239.70 1,239.70
SOCIETY
164767 05/29/2014 014405 GORM INCORPORATED misc custodial supplies: var park sites 4,419.90 4,419.90
164768 05/29/2014 003792 GRAINGER irrigation boosterpump:crowne hill 1,163.57 1,163.57
164769 05/29/2014 016131 GREEN GUARD SERVICES, INC kitchen equipment srvc:pbsp snackbar 450.00 450.00
164770 05/29/2014 016916 HARRIS, PRUDENCE refund:sec dep:rm rental:Harveston 200.00 200.00
164771 05/29/2014 011049 HOSPICE OF THE VALLEY Donation: Halloween Carnival Booth 2013 100.00 100.00
164772 05/29/2014 016614 IE, INC. refund 80% of bldg fees:B14-0569 135.30 135.30
164773 05/29/2014 012912 INLAND VALLEY BRIDGE, UNIT refund:sec dep:rm rental:CRC 200.00 200.00
#534
164774 05/29/2014 015188 JONES TEMECULA refund bal.:burrowing owl study 1,059.72 1,059.72
164775 05/29/2014 000548 KIPLINGER LETTER, THE 1 yr Subscription:M.Naggar 99.00 99.00
164776 05/29/2014 014817 LAPP, JEREMY SCOTT Settlement:Cabaret...Merc 05/25/14 1,479.00 1,479.00
164777 05/29/2014 016110 LDCO, INC. APR CONST CONTRACT:TCC 270,299.23 270,299.23
RENOVATION
164778 05/29/2014 003782 MAIN STREET SIGNS misc traffic signs: pw street maint div 736.06
misc traffic signs: pw street maint 484.38
City seal stickers:csd 255.00 1,475.44
164779 05/29/2014 000217 MARGARITA OFFICIALS ASSN Mar 14 Officiating Svcs: Sports programs 4,514.00 4,514.00
164780 05/29/2014 014392 MC COLLOUGH, JILL DENISE May 14 lease interior plantscape: cvc 525.00
May 14 lease interior plantscape: 200.00 725.00
164781 05/29/2014 016914 MCLEAN-NICOLAS, TANIA refund:sec dep:picnic rental:RRSP 200.00 200.00
164782 05/29/2014 013443 MIDWEST TAPE LLC Temecula Library: A/V collections
43.19 43.19
Page:4
apChkLst Final Check List Page: 5
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
Amount Paid Check Total
164783 05/29/2014 001868 MIYAMOTO-JURKOSKY, SUSAN TCSD Instructor Earnings 403.20
ANN
TCSD Instructor Earnings 338.10 741.30
164784 05/29/2014 010908 MR APPLIANCE OF freezer repair srvcs: crc— 377.42
WINCHESTER
freezer repair srvcs: crc 319.78 697.20
164785 05/29/2014 016883 MUNICIPAL MANAGEMENT Membership: Lehner, Lynn 75.00 75.00
164786 05/29/2014 006077 N T H GENERATION Renewal CommVault 6/5-7/31/15: IT 8,445.00 8,445.00
COMPUTING INC
164787 05/29/2014 015122 NI GOVERNMENT SERVICES, Apr satellite phone srvc:EOC/Fire 152.10 152.10
INC.
164788 05/29/2014 014786 NORTH, KATHERINE MAY Executive staff photo: Tom Garcia 85.00 85.00
164789 05/29/2014 003964 OFFICE DEPOT BUSINESS SVS MISC OFFICE SUPPLIES:FINANCE
DIV DEPT
MISC OFFICE SUPPLIES:FINANCE DEPT
MISC OFFICE SUPPLIES:FINANCE DEPT
78.14
32.77
11.39 122.30
164790 05/29/2014 002105 OLD TOWN TIRE & SERVICE City Vehicle Maint Svcs:Fire 677.13
City Vehicle Maint Svcs:Fire
164791 05/29/2014 002105 OLD TOWN TIRE & SERVICE CITY VEHICLE MAINT SVCS:INFO
TECH
164792 05/29/2014 002105 OLD TOWN TIRE & SERVICE City Vehicle Maint Svcs:Code Enf
2,173.39 2,850.52
786.42 786.42
704.65 704.65
164793 05/29/2014 013115 PETERSON NUGENT, KRISTIN TCSD Instructor Earnings 218.40
TCSD Instructor Earnings 145.60 364.00
164794 05/29/2014 001999 PITNEY BOWES
164795 05/29/2014 002185 POSTMASTER
164796 05/29/2014 000254 PRESS ENTERPRISE
COMPANY INC
164797 05/29/2014 002072 RANCHO CALIF WATER
DIST-FEES
164798 05/29/2014 002072 RANCHO CALIF WATER
DIST-FEES
6/16-9/15 postage mtr rental:Stn 84 98.29 98.29
postage for city newsletter:summer 6,148.28 6,148.28
Apr advertising:Egg Hunt 474.00 474.00
Install water meter:F.V. Pkwy ph I 10,529.18 10,529.18
Irrig/recycled water plan ck:Ult.Intrchg 3,414.95 3,414.95
Page:5
apChkLst Final Check List Page: 6
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164799 05/29/2014 000262 RANCHO CALIF WATER
DISTRICT
164800 05/29/2014 002654 RANCHO FORD LINCOLN
MERCURY
164801 05/29/2014 009725 RAZAVI, MANDIS
164802 05/29/2014 000406 RIVERSIDE CO SHERIFFS
DEPT
164803 05/29/2014 001097 ROADLINE PRODUCTS INC
164804 05/29/2014 002226 RUSSO, MARY ANNE
(Continued)
Description
Amount Paid Check Total
May var water meters:TCSD svc lev C 18,599.63
May var water meters:41951 Moraga Rd 1,102.67
May var water meters:PW various sites 751.05
APR LNDSCP WATER METER:CALLE ELE 72.90 20,526.25
Vehicle purchase: pw maint div 39,518.40 39,518.40
TCSD Instructor Earnings 358.40 358.40
Taste of Temecula patrol srvcs 4/26 1,263.90 1,263.90
misc parts & supplies:pw street maint 1,303.56 1,303.56
TCSD Instructor Earnings
TCSD Instructor Earnings
164805 05/29/2014 013376 SECURITY SIGNAL DEVICES security alarm sys srvcs: civic center
INC
164806 05/29/2014 009213 SHERRY BERRY MUSIC
Jazz @ the Merc 5/22/14
Jazz @ the Merc 5/23/14
164807 05/29/2014 009746 SIGNS BY TOMORROW vinyl lettering for signs:civic center
164808 05/29/2014 000645 SMART & FINAL INC
164809 05/29/2014 000537 SO CALIF EDISON
248.50
168.00
278.00
537.00
416.50
278.00
499.80 1,036.80
36.36 36.36
Misc supplies:F/D Date Night 391.73
Misc supplies: F/D Date Night
May 2-27-560-0625:32380 Deerhollow
Apr 2-35-403-6337:41375 McCabe Ct
May 2-30-296-9522:46679 Primrose Ave
May 2-28-331-4847:32805 Pauba Rd
May 2-30-099-3847:29721 Ryecrest
144.16 535.89
2,949.68
673.01
335.78
102.51
24.80
164810 05/29/2014 001212 SO CALIF GAS COMPANY May 055-475-6169-5:32380 Deerhollow 195.81
May 015-575-0195-2:32211 Wolf Vly Rd 125.34
164811 05/29/2014 000519 SOUTH COUNTY PEST pest control srvcs:wolf creek park 49.00
CONTROL INC
pest control srvcs:TCC/Safe
pest control srvcs:6th street prkg lot
pest control srvcs:6th street restrooms
164812 05/29/2014 000293 STADIUM PIZZA INC Refreshments:F/D Date Night
49.00
49.00
49.00
4,085.78
321.15
196.00
41.88 41.88
Page:6
apChkLst Final Check List Page: 7
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA (Continued)
Check # Date Vendor
164813 05/29/2014 008337 STAPLES BUSINESS
ADVANTAGE
164814 05/29/2014 014420 STEVE SPANGLER, INC.
164815 05/29/2014 009811 SUNNY HILLS TOWING INC
164816 05/29/2014 009948 TEMECULA PERFORMING
ARTS CO
164817 05/29/2014 005318 TEMECULA PLAY & LEARN
SCHOOL
164818 05/29/2014 013973 TEMECULA ROTARY
164819 05/29/2014 004260 TEMECULA STAMP &
GRAPHICS
164820 05/29/2014 010493 TEMECULA TOWNE CENTER
ASSOC LP
164821 05/29/2014 011736 TEMECULA TROPHY INC
164822 05/29/2014 013536 THE GIVING INTERNATIONAL
164823 05/29/2014 015872 THEODORE ROBINS, INC.
164824 05/29/2014 010276 TIME WARNER CABLE
Description
Amount Paid Check Total
Misc office supplies:police old town 170.31
Misc office supplies:police mall office
Misc office supplies:police mall office
Misc office supplies:police mall office
80.77
48.14
44.93
344.15
Misc supplies:Children's Museum 418.61 418.61
vehicle towing services: Tem. Police 150.00 150.00
"Shrek, The Musical" tckt sales 5/16-25 1,170.36 1,170.36
refund:picnic rental:Pala comm park 200.00 200.00
FY 13/14 Council CSF award 250.00 250.00
Misc stamps:b&s dept 25.54 25.54
Jun lease payment: pd mall office 1,458.33 1,458.33
name plates:civic center 54.00 54.00
refund:picnic rental:RRSP 200.00 200.00
VEHICLE PURCHASE:PUBLIC WORKS 77,734.00 77,734.00
Jun high speed internet:Civic Center 4,205.47
May high speed internet:Fire Stn 92
118.26 4,323.73
164825 05/29/2014 002452 TOP LINE INDUSTRIAL misc equip parts:pw street maint 92.65 92.65
164826 05/29/2014 016913 TRUEHILL, MISTY refund:sec dep:rm rental:Harveston 150.00 150.00
164827 05/29/2014 002110 UNITED RENTALS NORTH misc equip rentals: pw street maint 111.34
AMERICA
misc equip rentals: pw street maint 17.82 129.16
164828 05/29/2014 016405 UNLIMITED ENVIRONMENTAL, Feb prgs pmt: Murrieta Crk Bridge 4,824.00 4,824.00
INC.
Page:7
apChkLst Final Check List Page: 8
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164829 05/29/2014 004261 VERIZON
164830 05/29/2014 004789 VERIZON
(Continued)
Description
May xxx-8625 general usage
Amount Paid Check Total
101.51 101.51
May Internet svcs:Library 184.99
May Internet svcs:Tem PD DSL
49.99 234.98
164831 05/29/2014 006248 WALKER, JESSICA TCSD Instructor Earnings 227.50 227.50
164832 05/29/2014 001881 WATER SAFETY PRODUCTS Misc pool supplies:aquatics pgrm 404.52 404.52
INC
164833 05/29/2014 001342 WAXIE SANITARY SUPPLY INC misc custodial supplies: civic center 1,740.04 1,740.04
164834 05/29/2014 009512 WURMS JANITORIAL May janitorial srvcs:police old town 242.25 242.25
SERVICES, INC
999937 05/22/2014 016887 BARRAZA, NELLY refund:sec dep:rm rental:Harveston 200.00 200.00
999938 05/22/2014 016888 DINSENBACHER, MARTIN refund:Teen top chef 1005.101 60.00 60.00
999939 05/22/2014 016889 FARMERS refund:sec dep:rm rental:conf ctr A/B 100.00 100.00
999940 05/22/2014 016890 FRAGOMENO, DOMINICK refund:Adult coed golf clinic 1504.104 38.00 38.00
999941 05/22/2014 016890 FRAGOMENO, DOMINICK refund:balance on acct 38.00 38.00
999942 05/22/2014 016891 GEIER, LESLIE refund:No-stress watercolor 1070.103 70.00 70.00
999943 05/22/2014 016892 MAGALLANES, LAURA refund:sec dep:rm rental:Harveston 200.00 200.00
999944 05/22/2014 016893 MENDEZ, BONNIE refund:rm rental:Harveston 429.10 429.10
999945 05/22/2014 016893 MENDEZ, BONNIE refund:sec dep:rm rental:Harveston 150.00 150.00
999946 05/22/2014 016894 MITCHELLQ, NETLY refund:Bright scholars 6010.102 269.00 269.00
999947 05/22/2014 016895 MONDRAGON, ERICK refund:CPR/AED course 8250.107 32.00 32.00
999948 05/22/2014 016896 PEAY, BECKY refund:Try scuba 3802.105 25.00 25.00
Page:8
apChkLst Final Check List Page: 9
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
999949 05/22/2014 016897 RUST, TERESA
999950 05/22/2014 016898 SCHALBE, SARINYA
999951 05/22/2014 015027 SERRAINO, SARAH
999952 05/22/2014 016899 SIODLA, ERIN
999953 05/22/2014 016900 SUTTON, LAURIE
999954 05/22/2014 016901 THIELEMANN, DARCY
999955 05/22/2014 016902 TORRES, NEFTALI
999956 05/22/2014 016902 TORRES, NEFTALI
999957 05/22/2014 006029 YATES, MIESHA
999958 05/27/2014 016904 BURT, BRAD
999959 05/27/2014 016905 CHECK, CHRISTINE
999960 05/27/2014 016906 CLINGINGSMITH, MAUREEN
999961 05/27/2014 016907 JOHNSON, CLAIRE
999962 05/27/2014 016908 LIU, YING
999963 05/27/2014 016899 SIODLA, ERIN
999964 05/27/2014 016909 TUTHILL, RAQUEL
999965 05/27/2014 016910 BEAN, JAMIE
999966 05/27/2014 016911 MALAND, LAUREN
(Continued)
Description
Amount Paid Check Total
refund:Cartooning w/bigfoot 1140.104 40.00 40.00
refund:Beginning gymnastics 1725.103 20.00 20.00
refund:Summer day camp 0405.202 216.00 216.00
refund:CPR/AED course 8250.107 20.00 20.00
refund:Adult coed golf clinic 1504.104 76.00 76.00
refund:Teen top chefs 1005.101 60.00 60.00
refund:Father/daughter date night 10.00 10.00
refund:Father/daughter date night 20.00 20.00
refund:sec dep:rm rental:CRC 200.00 200.00
refund:First aid course 8300.103 40.00 40.00
refund:Yes, you can draw 1035.105 88.00 88.00
refund:First aid course 8300.103 40.00 40.00
refund:TVFEE Spanish 2 9600.304 311.00 311.00
refund:TVFEE creative writing 9600.311 155.00 155.00
refund:First aid course 8300.103 25.00 25.00
refund:TVFEE geometry 9600.302 311.00 311.00
refund:sec dep:rm rental:CRC 200.00 200.00
refund:sec dep:rm rental:Harveston 200.00 200.00
Page -.9
apChkLst Final Check List Page: 10
05/29/2014 11:10:08AM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
999967 05/27/2014 016912 SOLORIO, RAY refund:sec dep:rm rental:Harveston
Amount Paid Check Total
200.00 200.00
Grand total for UNION BANK OF CALIFORNIA:
1,100,718.43
Page:10
apChkLst Final Check List Page: 11
05/29/2014 11:10:08AM CITY OF TEMECULA
139 checks in this report. Grand Total All Checks.
1,100,718.43
Page:11
apChkLst Final Check List Page: 1
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
Description
2448 06/05/2014 000642 TEMECULA CITY FLEXIBLE CHILD CARE REIMBURSEMENT
PAYMENT
2449 06/05/2014 001065 NATIONWIDE RETIREMENT NATIONWIDE RETIREMENT PAYMENT
SOLUTION
2450 06/05/2014 000194 ICMA RETIREMENT -PLAN ICMA RETIREMENT TRUST 457
303355 PAYMENT
2451 06/05/2014 000246 PERS (EMPLOYEES' PERS ER PAID MEMBER CONTR
RETIREMENT) PAYMENT
2452 06/05/2014 000283 INSTATAX (IRS)
2453 06/05/2014 000444 INSTATAX (EDD)
2454 06/05/2014 010349 CALIF DEPT OF CHILD
SUPPORT
Amount Paid Check Total
5,501.52 5,501.52
15,155.24 15,155.24
5,412.67 5,412.67
138, 554.10 138, 554.10
FEDERAL INCOME TAXES PAYMENT 77,573.16 77,573.16
STATE DISABILITY INS PAYMENT 21,617.44 21,617.44
SUPPORT PAYMENT 1,516.60 1,516.60
2455 06/05/2014 000245 PERS - HEALTH INSUR ANTHEM BLUE CROSS SELECT 96,644.80
PREMIUM PAYMENT
ANTHEM BLUE CROSS SELECT PAYMEN 0.00
2456 06/05/2014 000389 NATIONWIDE RETIREMENT OBRA- PROJECT RETIREMENT 3,357.24
SOLUTION PAYMENT
164836 06/05/2014 003552 A F LAC AFLAC HOSPITAL ADVANTAGE 3,360.00
PAYMENT
164837 06/05/2014 004973 ABACHERLI, LINDI TCSD instructor earnings 280.00
164838 06/05/2014 016764 ABM BUILDING SERVICES, LLC HVAC REPAIRS:CRC
INSTALL FAN CONTROL BOARD:HARV Ci
164839 06/05/2014 001517 AETNA BEHAVIORAL HEALTH, Jun 14 Employee assistance prgm
LLC
164840 06/05/2014 010904 AFECO INC FIRE EQUIPMENT: STA92
164841 06/05/2014 014531 ALLEN EMBROIDERY SERVICE embroidery:code enf uniform shirts
164842 06/05/2014 006915 ALLIE'S PARTY EQUIPMENT TABLE LINENS
RENTAL:FATHER/DAUGHTER DATE
206.24
180.78
664.40
299.57
69.12
96,644.80
3,357.24
3,360.00
280.00
387.02
664.40
299.57
69.12
284.82 284.82
Pagel
apChkLst
06/05/2014 3:59:06PM
Final Check List
CITY OF TEMECULA
Page: 2
Bank : union UNION BANK OF CALIFORNIA
Check # Date
Vendor
164843 06/05/2014 004240 AMERICAN FORENSIC NURSES
(AFN)
164844 06/05/2014 002187 ANIMAL FRIENDS OF THE
VALLEYS
164845 06/05/2014 004623 AQUA SOURCE INC
164846 06/05/2014 011954 BAKER & TAYLOR INC
164847 06/05/2014 013482 BAS SECURITY
164848 06/05/2014 007385 BAUDVILLE, INC.
164849 06/05/2014 016232 BEEPSMART
COMMUNICATIONS, INC
164850 06/05/2014 004262 BIO-TOX LABORATORIES
164851 06/05/2014 014284 BLAKELY'S TRUCK SERVICE
164852 06/05/2014 004462 C D W GOVERNMENT INC
164853 06/05/2014 016936 CABEBE, JACLYN
164854 06/05/2014 003138 CAL MAT
164855 06/05/2014 004228 CAMERON WELDING SUPPLY
(Continued)
Description
Phlebotomy srvcs:temecula police
Phlebotomy srvcs:temecula police
Mar 14 Animal control srvcs:temecula
WATER HEATER PREV MAINT:CRC
TEMECULA LIBRARY:MISC
COLLECTIONS
TEMECULA LIBRARY:MISC COLLECTION
MAY SECURITY:HARVESTON LAKE
PARK
Visitor pass login:front reception
Misc Toner & Ink:info tech
Drug & alcohol analysis:police
Drug & alcohol analysis:police
Drug & alcohol analysis:police
VAR VEH EQUIP REPAIRS:STREET
MAINT
VAR VEH EQUIP REPAIRS:STREET MAIN
VAR VEH EQUIP REPAIRS:STREET MAIN
VAR VEH EQUIP REPAIRS:STREET MAIN
VAR VEH EQUIP REPAIRS:STREET MAIN
Signature terminal:Energov Project
refund:sec dep:rm rental:Harveston
ASPHALT MATERIAL:CITYWIDE
STREET REPAIRS
ASPHALT MATERIAL:CITYWIDE STREET
Helium tanks rental/refill:TCSD
Helium tanks rental/refill:TCSD
Helium tanks rental/refill:TCSD
Helium tanks rental/refill:TCSD
Helium tanks rental/refill:TCSD
Amount Paid
Check Total
169.52
508.56
10,000.00
1,570.00
12.20
1,936.41
1,564.00
781.50
5,192.64
826.00
1,521.00
928.00
353.88
152.00
80.00
919.18
192.00
2,853.25
200.00
242.13
97.06
72.80
74.96
58.40
63.80
74.96
678.08
10,000.00
1,570.00
1,948.61
1,564.00
781.50
5,192.64
3,275.00
1,697.06
2,853.25
200.00
339.19
344.92
164856 06/05/2014 016064 CDCE, INC. MEDICAL SUPPLIES:MEDICS 350.21 350.21
Page2
apChkLst Final Check List Page: 3
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164857 06/05/2014 005311 CERTIFIED POOL WATER
SPCL.
(Continued)
Description
MAY WATER FOUNTAIN MAINT:CIVIC
CTR/TOWN
MAY FOUNTAIN MAINT:TOWN SQUARE
MAY SWIMMING POOL MAINT SVC:CRC
Amount Paid Check Total
550.00
350.00
1,025.00 1,925.00
164858 06/05/2014 016937 CHAIDES, VALERIE refund:sec dep:rm rental:Harveston 150.00 150.00
164859 06/05/2014 003775 CHAPARRAL HIGH SCHOOL refund:sec dep:conf ctr A/B 3/12 150.00 150.00
164860 06/05/2014 003775 CHAPARRAL HIGH SCHOOL refund:sec dep:conf ctrA/B 5/29 150.00 150.00
164861 06/05/2014 014726 CHAPTER 13 STANDING SUPPORT PAYMENT 182.77 182.77
TRUSTEE
164862 06/05/2014 012627 CLEAR IMAGE ENTERPRISES CLEAN EXTERIOR & INTERIOR 300.00
INC WINDOWS:FOC
WINDOW CLEANING SVCS:TVE2 & FOC 250.00
164863 06/05/2014 015090 CLEARWATER SYSTEMS CORP HVAC CONDENSER H2O PREV 550.00
MAINT:CIV CTR
550.00
550.00
164864 06/05/2014 004091 COMMUNITY ACCESS CENTER '14 VOAD membership dues:Fire 50.00 50.00
164865 06/05/2014 004405 COMMUNITY HEALTH COMMUNITY HEALTH CHARITIES 24.00 24.00
CHARITIES PAYMENT
164866 06/05/2014 000442 COMPUTER ALERT SYSTEMS ALARM MONITOR SVCS:LIBRARY 75.00 75.00
164867 06/05/2014 000447 COMTRONIX repair & maint:city veh #1095250
COMMUNICATIONS
100.00 100.00
164868 06/05/2014 002945 CONSOLIDATED ELECTRICAL MISC ELECTRICAL SUPPLIES:CIVIC 540.00
DIST. CENTER
MISC ELECTRICAL SUPPLIES:CIVIC CEN 287.06
MISC ELECTRICAL SUPPLIES:OT GARAC 351.00
MISC ELECT SUPPLIES:VAR PARKS 155.52 1,333.58
164869 06/05/2014 011868 CONVALIAN PRODUCTIONS PERFORMER:SUMMER CONCERT 1,500.00 1,500.00
SERIES 6/26
164870 06/05/2014 013379 COSSOU, CELINE TCSD Instructor Earnings 308.00 308.00
164871 06/05/2014 004329 COSTCO TEMECULA#491 MISC SUPPLIES:TCSD SPECIAL
EVENTS
164872 06/05/2014 000209 CROP PRODUCTION SERVICES MISC SMALL TOOLS & EQUIP:CIVIC
CENTER
88.01 88.01
1,078.92 1,078.92
Page:3
apChkLst Final Check List Page: 4
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
164873 06/05/2014 003272 DAISY WHEEL RIBBON Plotter paper and Ink: GIS
COMPANY INC
164874 06/05/2014 001393 DATA TICKET, INC. APR 14 PARKING CITATION
PROCESSING:POLIC
164875 06/05/2014 013812 DFIT SUBS, LLC Refreshments: Employee Luncheon
164876 06/05/2014 003945 DIAMOND ENVIRONMENTAL PORTABLE RESTROOMS:STREET
SRVCS PAINTING FESTI
164877 06/05/2014 004192 DOWNS ENERGY FUEL &
LUBRICANTS
Amount Paid Check Total
1,448.33 1,448.33
1,376.16 1,376.16
1,215.00 1,215.00
409.20 409.20
FUEL FOR CITY VEHICLES:POLICE 73.22
Fuel for city vehicles:code enf
Fuel for city vehicles:TCSD
Fuel for city vehicles:PW Traffic
Fuel for city vehicles:PW Maint
Fuel for city vehicles:Lnd dev/NPDES
Fuel for city vehicles:PW,tcsd,B&S
216.58
173.15
319.71
1,212.83
125.01
1,986.57
164878 06/05/2014 012217 DUDEK FEB PALEO CULTURAL 643.29
STUDY:SHEARWATER CRK
JAN PALED CULTURAL STUDY:SHEARW 2,795.38
164879 06/05/2014 002528 EAGLE GRAPHIC CREATIONS business recognition awards:eco dev 131.76
INC
164880 06/05/2014 004068 ECALDRE MANALILI-DE VILLA, TCSD Instructor Earnings 393.75
AILEEN
4,107.07
3,438.67
131.76
TCSD Instructor Earnings 204.75
TCSD Instructor Earnings 283.50
TCSD Instructor Earnings 173.25
TCSD Instructor Earnings 220.50
TCSD Instructor Earnings 204.75
TCSD Instructor Earnings 236.25
TCSD Instructor Earnings 220.50
TCSD Instructor Earnings 157.50
TCSD Instructor Earnings 157.50
TCSD Instructor Earnings 267.75 2,520.00
164881 06/05/2014 004829 ELLISON WILSON ADVOCACY Jun 14 state legis cnsltng svcs: cm 3,500.00 3,500.00
LLC
164882 06/05/2014 011292 ENVIRONMENTAL SCIENCE MAR ADDT'L ANALYSIS:JEFFERSON 9,551.61 9,551.61
ASSOC. SPEC PLAN
164883 06/05/2014 002939 ENVIRONMENTAL SYSTEMS ArcGis NetworkAnalyst:GIS
RESEARCH
2,700.00 2,700.00
Page:4
apChkLst Final Check List Page: 5
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
164884 06/05/2014 015966 ERGO SOLUTION INC ERGONOMIC SVCS 3/27:CD, CK
164885 06/05/2014 001056 EXCEL LANDSCAPE, INC.
OVERSEEDING TURF:REDHAWK DOG
PARK
IRRIG REPAIR SVCS:CROWNE HILL SLOI
IRRIG & LDSCP REPAIRS: VAR PARKS
LDSCP PLANTING SVCS:PECHANGA ME
LDSCP REHABILITATION:WOLF CREEK
Amount Paid Check Total
500.00 500.00
564.00
362.21
427.47
960.00
740.00
3,053.68
164886 06/05/2014 005901 EXHIBIT ENVOY FINAL PMT:BEAR IN MIND 2,100.00 2,100.00
EXHIBIT:HIST. MUS
164887 06/05/2014 000165 FEDERAL EXPRESS INC May Express mail services 311.88 311.88
164888 06/05/2014 014819 FLATIRON WEST, INC. APR CONST: FRENCH VALLEY PKWY 131,735.96 131,735.96
PROJECT
164889 06/05/2014 015767 FOODSERVICEWAREHOUSE.0 Ice -O -Matic machine: TCC 1,983.00 1,983.00
OM
164890 06/05/2014 002982 FRANCHISE TAX BOARD SUPPORT PAYMENT 100.00 100.00
164891 06/05/2014 009097 FULL COMPASS SYSTEMS SOUND/LIGHTING SUPPLIES:THEATER 92.55 92.55
164892 06/05/2014 010326 G E MOBILE WATER, INC water filtration parts:Sta 73 63.72 63.72
164893 06/05/2014 001937 GALLS INC Volunteer uniforms:temecula police 41.04
Volunteer uniforms:temecula police
19.44 60.48
164894 06/05/2014 013076 GAUDET, YVONNE M. TCSD instructor earnings 462.00
164895 06/05/2014 003592 GRANITE CONSTRUCTION APR CONST:MAIN STREET BRIDGE 446,356.41
COMPANY REPLCMNTS
164896 06/05/2014 015451 GREATAMERICA FINANCIAL JUN COPIER LEASE:TVE2 289.44
SVCS
JUN COPIER LEASE: CENTRAL SERVICE 1,341.70
JUN COPIER LEASE:CENTRAL SERVICE: 520.09
164897 06/05/2014 014402 GROEPPER, BROOKE TCSD instructor earnings 985.60
ELIZABETH
TCSD instructor earnings
TCSD instructor earnings
1,478.40
3,183.60
462.00
446,356.41
2,151.23
5,647.60
164898 06/05/2014 002174 GROUP 1 PRODUCTIONS Videography srvcs:State of City event 5,000.00 5,000.00
Page:5
apChkLst Final Check List Page: 6
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164899 06/05/2014 000186 HANKS HARDWARE INC
164900 06/05/2014 000520 HDL COREN & CONE INC
(Continued)
Description
Amount Paid Check Total
MISC AQUATIC MAINT SUPPLIES:VAR 62.68 62.68
POOLS
APR -JUN CONSULTING 5,250.00 5,250.00
SVCS:PROPERTY TAX
164901 06/05/2014 015654 HERMES, WILLIAM KENNETH PERF:SUMMER CONCERT SERIES 6/5 1,500.00 1,500.00
164902 06/05/2014 010210 HOME DEPOT SUPPLY INC, MISC MAINT SUPPLIES:OLD TOWN 2,209.36 2,209.36
THE MAINT
164903 06/05/2014 010210 HOME DEPOT SUPPLY INC, SMALL TOOLS & EQUIP:PARKING
THE GARAGE
164904 06/05/2014 004984 INDEPENDENT ROOFING 4/14-5/25 Roof consulting srvcs:TCC
CONSULTANT
164905 06/05/2014 013695 INLAND EMPIRE SHRED IT
SHRED SVCS: RECORDS
DIVISION -LIBRARY
SHRED SVCS: RECORDS DIVISION -CRC
SHRED SVCS: RECORDS - CIVIC CTR
164906 06/05/2014 011228 INLAND PLANNING AND APR DESIGN GUIDELINES:UPTOWN
DESIGN INC JEFFERSON
752.73 752.73
7,380.00 7,380.00
15.00
16.80
60.00 91.80
1,700.00 1,700.00
164907 06/05/2014 006914 INNOVATIVE DOCUMENT Apr 14 copier maint/repair: citywide 5,769.57
SOLUTIONS
Apr 14 copier maint/repair: citywide 806.63 6,576.20
164908 06/05/2014 001407 INTER VALLEY POOL SUPPLY POOL SUPPLIES:VAR SWIMMING 563.76 563.76
INC POOLS
164909 06/05/2014 010676 INTERWEST CONSULTING MAR CONSULTING SVCS:BLDG 1,120.00 1,120.00
GROUP INC INSPECTOR
164910 06/05/2014 016669 (SMART INTERNATIONAL TCSD Instructor Earnings 392.00
ACADEMY
TCSD Instructor Earnings 308.00 700.00
164911 06/05/2014 012883 JACOB'S HOUSE INC JACOB'S HOUSE CHARITY PAYMENT 40.00 40.00
164912 06/05/2014 000820 K R W & ASSOCIATES MAY ENG PLAN CHECK SVCS:PW 2,530.00 2,530.00
LAND DEV
164913 06/05/2014 015358 KELLY PAPER COMPANY, INC. wide format rolls/lam supp:central sery 41.68 41.68
164914 06/05/2014 001282 KNORR SYSTEMS INC aquatic fac ops course: Nordgren, Karl
401.00 401.00
Page:6
apChkLst Final Check List Page: 7
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164915 06/05/2014 000488 KNOTTS BERRY FARM
164916 06/05/2014 004947 KOSS INTERNATIONAL CORP.
164917 06/05/2014 001085 L N CURTIS & SONS
164918 06/05/2014 013879 LAKESHORE LEARNING
MATERIALS
164919 06/05/2014 004412 LEANDER, KERRY D.
164920 06/05/2014 000482 LEIGHTON CONSULTING INC
164921 06/05/2014 003726 LIFE ASSIST INC
164922 06/05/2014 004230 LINCOLN EQUIPMENT INC
164923 06/05/2014 013982 M C I COMM SERVICE
164924 06/05/2014 004141 MAINTEX INC
164925 06/05/2014 016911 MALAND, LAUREN
164926 06/05/2014 006571 MELODY'S AD WORKS INC.
164927 06/05/2014 003076 MET LIFE INSURANCE
COMPANY
164928 06/05/2014 013443 MIDWEST TAPE LLC
164929 06/05/2014 012962 MILLER, MISTY
(Continued)
Description
TCSD excursion:youth advisory council
CHALK:STREET PAINTING FESTIVAL
FIRE RESCUE EQUIPMENT: STA73
MISC SUPPLIES:VAR CRC PGRMS
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
Apr 14 Geotechnical srvcs for TCC: pw
APR SOILS/MATERIALS TESTING:TCC
EMERGENCY MEDICAL
SUPPLIES:MEDICS
CPR CLASS SUPPLIES: MEDICS
CPR CLASS SUPPLIES:MEDICS
EMERGENCY MEDICAL SUPPLIES:MEDI(
EMERGENCY MEDICAL SUPPLIES:MEDI(
LIFEGUARD UMBRELLA:AQUATICS
PGRM
LIFEGUARD UMBRELLA:AQUATICS PGRI
May xxx-0346 general usage
MAY XXX -0714 GEN USAGE:PD MALL AL)
MISC CUSTODIAL SUPPLIES:VAR
SITES
Re-issue:sec dep:rm rental:harveston
CONSULTANT SVCS:STREET PAINTING
FESTIVAL
CONSULTANT SRVCS:ART FEST, STREE
CONSULTANT SVCS:CHILI COOK -OFF
METLIFE DENTAL INSURANCE
PAYMENT
TEMECULA LIBRARY:A/V
COLLECTIONS
TCSD Instructor Earnings
TCSD Instructor Earnings
Amount Paid
Check Total
880.80 880.80
1,416.61 1,416.61
2,095.44 2,095.44
16.86 16.86
882.00
252.00
409.50 1,543.50
15,227.30
875.20 16,102.50
23.81
246.89
613.53
1,250.55
1,781.17 3,915.95
245.84
183.94 429.78
30.58
31.48 62.06
2,941.38 2,941.38
200.00 200.00
3,500.00
115.64
67.90 3,683.54
8,595.58 8,595.58
75.57 75.57
441.00
269.50 710.50
Page:7
apChkLst
06/05/2014 3:59:06PM
Final Check List
CITY OF TEMECULA
Page: 8
Bank : union UNION BANK OF CALIFORNIA
Check # Date
Vendor
164930 06/05/2014 012264 MIRANDA, JULIO C.
164931 06/05/2014 016933 MORALES, JERRI
164932 06/05/2014 004040 MORAMARCO, ANTHONY, J.
164933 06/05/2014 010908 MR APPLIANCE OF
WINCHESTER
164934 06/05/2014 001986 MUZAK LLC
164935 06/05/2014 002925 NAPAAUTO PARTS
164936 06/05/2014 015164 NATURES IMAGE, INC
164937 06/05/2014 003964 OFFICE DEPOT BUSINESS SVS
DIV
164938 06/05/2014 002105 OLD TOWN TIRE & SERVICE
164939 06/05/2014 002105 OLD TOWN TIRE & SERVICE
164940 06/05/2014 004538 PAULEY EQUIPMENT
COMPANY
(Continued)
Description
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
TCSD Instructor Earnings
refund:VICR fee:Receipt #315600
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
TCSD instructor earnings
ICE MACHINE REPAIR SVC:INV #31176
KITCHEN EQUIP REPAIR SVCS:CRC
KITCHEN EQUIP REPAIR: PBSP SNACK E
Jun dish network prgm:41952 6th st
Jun dish network programming: FOC
VEHICLE MAINTENANCE: STA 92
AUTO PARTS & MISC SUPPLIES:MEDICS
RET. REL.:ENVIRO MITIGATION:FV
INTERCHG
MISC OFFICE SUPPLIES: HR DEPT
MISC OFFICE SUPPLIES: HR DEPT
City Vehicle Maint Svcs:PW CIP
City Vehicle Maint Svcs:PW CIP
City Vehicle Maint Svcs:PW Street Maint
City Vehicle Maint Svcs:PW Land Dev
City Vehicle Maint Svcs:PW Parks Maint
City Vehicle Maint Svcs:PW Parks Maint
CITY VEHICLE MAINT SVCS:TCSD
CITY VEHICLE MAINT SVCS:TCSD
CITY VEHICLE MAINT SVCS:TCSD
Veh repair & maint:Police
Amount Paid
Check Total
235.20
352.80
264.60
294.00
205.80
176.40
235.20
264.60
88.20
126.00
630.00
308.00
770.00
546.00
157.50
112.00
217.50
555.89
538.89
55.00
135.85
432.41
346.58
1,057.40
2.10
36.06
183.43
523.21
165.35
76.00
298.17
80.27
217.82
95.00
117.04
2,116.80
126.00
2,523.50
1,312.28
190.85
778.99
1,057.40
38.16
1,246.16
510.13
882.23 882.23
Page:8
apChkLst Final Check List Page: 9
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
Amount Paid Check Total
164941 06/05/2014 000249 PETTY CASH Petty Cash Reimbursement 564.39 564.39
164942 06/05/2014 016529 PIONEER CREDIT RECOVERY SUPPORT PAYMENT 52.70 52.70
INC
164943 06/05/2014 010338 POOL & ELECTRICAL misc supplies/equipment:var pool sites 50.14
PRODUCTS INC
misc supplies/equipment:var pool sites 236.05
misc supplies/equipment:var pool sites
273.07 559.26
164944 06/05/2014 005820 PRE -PAID LEGAL SERVICES PREPAID LEGAL SERVICES PAYMENT 231.20 231.20
INC
164945 06/05/2014 014957 PRN PRODUCTIONS Comedy @ the Merc 5/31/14 254.80 254.80
164946 06/05/2014 013721 PROPET DISTRIBUTORS INC pet waste bags: various parks 2,763.95 2,763.95
164947 06/05/2014 004519 PYRO SPECTACULARS INC Deposit 2014 Fireworks Show 18,000.00 18,000.00
164948 06/05/2014 000262 RANCHO CALIF WATER May var water meters:Fire Stns 477.14
DISTRICT
May water meter:30875 Rancho Vista 580.27
May var water meters:TCSD svc lev C 23,870.20
May var water meters:PW var sites 2,485.98
27,413.59
164949 06/05/2014 016863 RANCHO TV, INC. TV repair: Sta 84 234.60 234.60
164950 06/05/2014 000271 RBF CONSULTING
164951 06/05/2014 003591 RENES COMMERCIAL
MANAGEMENT
164952 06/05/2014 002412 RICHARDS WATSON &
GERSHON
164953 06/05/2014 016938 RIOS, MAYRA
164954 06/05/2014 001365 RIVERSIDE COUNTY OF
164955 06/05/2014 012251 ROTH, DONALD J.
164956 06/05/2014 000815 ROWLEY, CATHY
Jan EIR: temecula creek inn 23,100.00
Apr EIR: temecula creek inn 8,000.88 31,100.88
misc weed abatement:var city row 2,720.00
weed abatement: city owned lots 8,750.00 11,470.00
Apr 2014 legal services 75,809.92 75,809.92
refund:sec dep:rm rental:Harveston 200.00 200.00
renew permit:T.E.S. pool 336.00 336.00
TCSD Instructor Earnings 126.00 126.00
TCSD Instructor Earnings 378.00
TCSD Instructor Earnings
336.00 714.00
Page -.9
apChkLst Final Check List Page: 10
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
164957 06/05/2014 013827 RYAN MONTELEONE install culvert grate:rncho vista
EXCAVATION INC
164958 06/05/2014 007582 SAFEGUARD DENTAL & VISION SAFEGUARD VISION PLAN PAYMENT
164959 06/05/2014 013582 SAN DIEGUITO PUBLISHERS
INC
164960 06/05/2014 013376 SECURITY SIGNAL DEVICES
INC
164961 06/05/2014 008529 SHERIFF'S CIVIL DIV -
CENTRAL
Amount Paid Check Total
12,750.00 12,750.00
934.50 934.50
PRINTING SRVCS:RECREATION 1,597.92
BROCHURE
PRINTING SRVCS:RECREATION BROCHI 16,816.36 18,414.28
Repair & maint of cameras:var locations 417.00
security alarm sys srvcs: civic center 208.50 625.50
SUPPORT PAYMENT 300.00 300.00
164962 06/05/2014 008529 SHERIFF'S CIVIL DIV - SUPPORT PAYMENT
CENTRAL
164963 06/05/2014 009213 SHERRY BERRY MUSIC Reimb/Iodging:Delfeayo Marsalis Quintet
Jazz @ the Merc 5/29/14
164964 06/05/2014 004498 SIEMENS INDUSTRY, INC.
Install video detection system: traffic
TRAFFIC SIG REPAIR & MAINT:R.C./DIAZ
Feb traffic signal maint: pw traffic
164965 06/05/2014 000697 SISTER CITIES Annual agency membership dues
INTERNATIONAL
217.80 217.80
654.79
331.00
5,738.69
2,721.28
5,732.88
985.79
14,192.85
880.00 880.00
Pagel 0
apChkLst Final Check List Page: 11
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164966 06/05/2014 000537 SO CALIF EDISON
164967 06/05/2014 001212 SO CALIF GAS COMPANY
(Continued)
Description
Amount Paid Check Total
May 2-14-204-1615:30027 Front st rdio 40.84
May 2-02-351-4946:41845 6th St 1,095.58
May 2-35-164-3515:32932 Leena Way 25.08
May 2-35-164-3663:42335 Meadows pkwy 25.22
May 2-35-164-3770:43487 Butterfield stg 26.76
May 2-35-707-0010:33451 S Hwy -79 PED 52.11
May 2-35-164-3242:44270 Meadows pkwy 26.06
May 2-31-419-2873:43000 Hwy -395 24.66
May 2-33-357-5785:44747 Redhawk pkwy 29.48
May 2-29-933-3831:43230 Bus prk dr 1,539.68
May 2-19-171-8568:28300 Mercedes 59.53
May 2-31-912-7494:28690 Mercedes 896.00
May 2-35-664-9053:29119 Margarita 293.46
May 2-29-223-8607:42035 2nd St PED 561.81
May 2-29-657-2787:41638 Winchester 24.80
May 2-29-807-1093:28079 Diaz Rd 25.22
May 2-31-536-3655:41904 Main St 966.43
May 2-29-807-1226:28077 Diaz Rd 25.36
May 2-31-031-2616:27991 Diaz Rd 25.49
May 2-31-282-0665:27407 Diaz Rd 25.62
May 2-31-536-3481:41902 Main St 173.32
May 2-34-333-3589:41702 Main St 26.01
May 2-35-074-2847:26902 Jefferson Ave 44.89
May 2-21-981-4720:30153 Tem pkwy tpp 22.40
May 2-28-904-7706:32329 Overland trl 125.79
May 2-18-937-3152:28314 Mercedes 547.81
May 2-29-224-0173:32364 Overland trl 1,784.80
May 2-34-624-4452:32131 S Loop Rd 711.29
May 2-32-903-8293:41000 Main St 13,285.35
May 2-25-393-4681:41951 Moraga Rd 536.02
May 028-025-1468-3:41375 McCabe Ct 19.81
May 125-244-2108-3:30600 Pauba Rd 69.36
May 055-461-2483-4:40135 Village Rd 36.37
May 026-671-2909-8:42051 Main St 95.89
May 129-535-4236-7:41000 Main St 918.15
May 196-025-0344-3:42081 Main St 2.21
May 181-383-8881-6:28314 Mercedes 25.33
May 021-725-0775-4:41845 6th St 83.76
Apr 133-040-7373-0:43210 Bus prk dr 40.77
May 091-024-9300-5:30875 Rancho vista 2,159.81
May 129-582-9784-3:43230 Bus prk dr 78.25
May 095-167-7907-2:30650 Pauba Rd 161.88
May 101-525-1560-6:27415 Enterprise cir 84.95
May 117-188-6393-6:32131 S Loop Rd 86.04
23,046.87
3,862.58
Page:11
apChkLst Final Check List Page: 12
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
164968 06/05/2014 000519 SOUTH COUNTY PEST
CONTROL INC
164969 06/05/2014 016939 SPERO VINEYARDS, INC
(Continued)
Description
Amount Paid Check Total
May pest control srvcs: City facilities 693.00
pest control srvcs: tes pool building 70.00
FY 13/14 Council CSF award 1,000.00
763.00
1,000.00
164970 06/05/2014 000293 STADIUM PIZZA INC Performer concessions:veterans day 297.01 297.01
164974 06/05/2014 007762 STANDARD INSURANCE MANDATORY LIFE INSURANCE 9,136.79 9,136.79
COMPANY PAYMENT
164975 06/05/2014 012723 STANDARD INSURANCE VOLUNTARY SUPP LIFE INSURANCE 746.70 746.70
COMPANY PAYMENT
164976 06/05/2014 016262 STEVE ADAMIAK GOLF TCSD Instructor Earnings 420.00
INSTRUCTION
TCSD Instructor Earnings 525.00
TCSD Instructor Earnings 224.00
TCSD Instructor Earnings 224.00
TCSD Instructor Earnings 448.00
TCSD Instructor Earnings 385.00
TCSD Instructor Earnings 210.00 2,436.00
164977 06/05/2014 012789 STUART, JENNIFER SARAH TCSD Instructor Earnings 2,731.17 2,731.17
164978 06/05/2014 000305 TARGET BANK BUS CARD Misc supplies: Harveston Center 117.08 117.08
SRVCS
164979 06/05/2014 001547 TEAMSTERS LOCAL 911 UNION DUES PAYMENT 4,747.00 4,747.00
164980 06/05/2014 012265 TEMECULA ACE HARDWARE Hardware & supplies: Sta 92 13.76 13.76
C/O
164981 06/05/2014 016934 TEMECULA GLITZ CHEER Halloween Carnival '13 participation 100.00 100.00
164982 06/05/2014 014496 TEMECULA JOB'S DAUGHTERS Halloween Carnival '13 participation 100.00 100.00
164983 06/05/2014 006305 TEMECULA SISTER CITY ASSN Annual sponsorship '14 3,500.00 3,500.00
164984 06/05/2014 011736 TEMECULA TROPHY INC Trophies:Chili Cook Off '14 158.92
Plaques & trophies:Special Games 1,023.84 1,182.76
164985 06/05/2014 016935 TEMECULA VALLEY IN-LINE Halloween Carnival '13 participation 100.00 100.00
HOCKEY
Page:12
apChkLst Final Check List Page: 13
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
Amount Paid Check Total
164986 06/05/2014 005970 TEMECULA VALLEY PLAYERS Advance ticket sales -Hello Dolly 6,927.66 6,927.66
164987 06/05/2014 004274 TEMECULA VALLEY SECURITY locksmith srvcs f/new doors:crc rehab 554.00 554.00
CENTR
164988 06/05/2014 008298 TEMECULA VLY MOTHERS Halloween Carnival '13 participation 100.00 100.00
MULTIPLES
164989 06/05/2014 003941 TEMECULA WINNELSON misc plumbing supplies: crc 11.07 11.07
COMPANY
164990 06/05/2014 010276 TIME WARNER CABLE Jun high speed internet:30600 Pauba Rd 505.24 505.24
164991 06/05/2014 002452 TOP LINE INDUSTRIAL misc equip parts:pw street maint 4.85
misc equip parts:pw street maint
164992 06/05/2014 016231 TREE HOUSE INC. , THE Misc toner & ink for printers:info tech
164993 06/05/2014 000161 TYLER TECHNOLOGIES, INC Mar permitting & land mgmt software
Dec permitting & land mgmt software
164994 06/05/2014 014413 U.S. DEPARTMENT OF
EDUCATION
164995 06/05/2014 002110 UNITED RENTALS NORTH
AMERICA
164996 06/05/2014 000325 UNITED WAY
164997 06/05/2014 014848 VALUTEC CARD SOLUTIONS,
LLC
164998 06/05/2014 004261 VERIZON
164999 06/05/2014 014486 VERIZON WIRELESS
165000 06/05/2014 016940 VISTA BUDDHIST TEMPLE
165001 06/05/2014 007511 VLAHOS, CHRIS
165002 06/05/2014 014375 VN ENTERPRISES, INC
SUPPORT PAYMENT
misc equip rentals: pw street maint
UNITED WAY CHARITIES PAYMENT
Apr ShoWare gift card service: Theater
MAY XXX -8165 ALARM
LINES:ENTERPRISE CIR
May xxx-2886 general usage:Harveston
5/16-6/15 Broadband svcs:citywide
Appearance @ Japanese Festival 5/17
ee computer purchase program
landscape mulch: harveston slope
landscape mulch: wolf creek slope
52.37 57.22
1,085.40 1,085.40
352.29
3,892.98
261.68
25.52
5.00
4,245.27
261.68
25.52
5.00
39.16 39.16
101.51
120.73
2,313.08
400.00
590.76
5,553.60
222.24
2,313.08
400.00
590.76
2,776.80 8,330.40
Page:13
apChkLst Final Check List Page: 14
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
165003 06/05/2014 015513 VTS TRANSPORTATION, INC. Shipping -Bear in Mind exhibit:T. Museum
165004 06/05/2014 011869 WEITZ, MICHELLE S. Entertainment:summer concert 6/12
165005 06/05/2014 003730 WEST COASTARBORISTS INC tree trims & removals: temeku hills
emerg tree maint srvcs: various slopes
tree trims & removals: hary lake park
tree trims&removals: pheasant run
tree trims & removals: villages slope
tree trims & removals: presley slope
tree trims & removals: vail ranch
tree trim & plant srvc: vintage hills
tree removal,planting: chantemar slope
annual tree trimming: city right-of-ways
Amount Paid Check Total
1,359.90 1,359.90
1,800.00 1,800.00
7,017.00
2,995.00
1,518.00
69.00
2,021.00
138.00
3,206.00
1,575.00
2,730.00
791.00
22,060.00
165006 06/05/2014 014781 WILLIAMS ARCHITECTS, INC. DESIGN SRVCS: TCC 3,000.00 3,000.00
165007 06/05/2014 015806 WORK ZONE CAM, LLC Maint of video equip: main st. bridge 650.00 650.00
165008 06/05/2014 016874 WRIGHT, DIVINIA Refund:security deposit/Harveston Cntr 200.00 200.00
165009 06/05/2014 003776 ZOLL MEDICAL CORPORATION Paramedic supplies: Medics 2,367.36 2,367.36
999968 05/30/2014 016920 AGUINALDO, DANILO refund:sec dep:rm rental:CRC 200.00 200.00
999969 05/30/2014 016920 AGUINALDO, DANILO refund:rm rental:CRC 160.00 160.00
999970 05/30/2014 016921 CORNEJO, ANTOINETTE refund:TVFEE Spanish 2 9600.304 311.00 311.00
999971 05/30/2014 016922 LAM, THOMAS refund:TVFEE Spanish 2 9600.304 311.00 311.00
999972 05/30/2014 016923 LEE, MICHELLE refund:sec dep:rm rental:CRC 200.00 200.00
999973 05/30/2014 016924 MAGNUSON, PETE refund:TVFEE Economics 9600.306 155.00 155.00
999974 05/30/2014 016925 NAVARRO, MARIA refund:TVFEE Economics 9600.306 310.00 310.00
999975 05/30/2014 016926 PALM, ERIKA refund:TVFEE Ceramics 9600.305 20.00 20.00
Page:14
apChkLst Final Check List Page: 15
06/05/2014 3:59:06PM CITY OF TEMECULA
Bank : union UNION BANK OF CALIFORNIA
Check # Date Vendor
(Continued)
Description
999976 05/30/2014 016927 PRENTICE, SAMUEL refund:TVFEE Government 9600.307
Amount Paid Check Total
310.00 310.00
999977 05/30/2014 016928 SENA, RANAE refund:TVFEE Government 9600.307 155.00 155.00
Grand total for UNION BANK OF CALIFORNIA:
1,456,331.22
Page:15
apChkLst Final Check List Page: 16
06/05/2014 3:59:06PM CITY OF TEMECULA
190 checks in this report. Grand Total All Checks.
1,456,331.22
Page:16
Item No. 4
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Gwyn R. Flores, Acting City Clerk
DATE: June 24, 2014
SUBJECT: Resolution Adopting Regulations for Candidates for Elective Office Pertaining to
Candidate Statements submitted to the Voters at an Election to be held on
Tuesday, November 4, 2014
PREPARED BY: Gwyn R. Flores, Acting City Clerk
RECOMMENDATION: That the City Council adopt a resolution entitled:
RESOLUTION NO. 14-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ADOPTING REGULATIONS FOR CANDIDATES
FOR ELECTIVE OFFICE PERTAINING TO CANDIDATES
STATEMENTS SUBMITTED TO THE VOTERS AT AN
ELECTION TO BE HELD ON TUESDAY, NOVEMBER 4, 2014
BACKGROUND: The City of Temecula is holding a General Municipal Election on
November 4, 2014. The nomination period for the election is July 14, 2014, through
August 8, 2014. If an incumbent does not file within that time period, the nomination period will
be extended to August 13, 2014. The nomination packet distributed to potential candidates
during that time period must include specific information pertaining to candidate statements. The
attached resolution is proposed for adoption pursuant to Section 13307, subsection (e), which
specifically states:
"...(e) Before the nominating period opens, the local agency for that election shall determine
whether a charge shall be levied against that candidate for the candidate's statement sent to
each voter. This decision shall not be revoked or modified after the seventh day prior to the
opening of the nominating period. A written statement of the regulations with respect to charges
for handling, packaging, and mailing shall be provided to each candidate or his or her
representative at the time he or she picks up the nomination papers."
It is recommended that the City Council adopt the proposed resolution accordingly.
FISCAL IMPACT: None
ATTACHMENTS: Resolution
RESOLUTION NO. 14-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ADOPTING REGULATIONS FOR
CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO
CANDIDATES STATEMENTS SUBMITTED TO THE
VOTERS AT AN ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 4, 2014
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE
AS FOLLOWS:
WHEREAS, §13307 of the Elections Code of the State of California provides that
the governing body of any local agency adopt regulations pertaining to materials
prepared by any candidate for a municipal election, including costs of the candidates
statement.
Section 1. GENERAL PROVISIONS. That pursuant to §13307 of the Elections
Code of the State of California, each candidate for elective office to be voted for at an
Election to be held in the City of Temecula on November 4, 2014, may prepare a
candidate's statement on an appropriate form provided by the City Clerk. The statement
may include the name, age, and occupation of the candidate and a brief description of
no more than 200 words of the candidate's education and qualifications expressed by
the candidate himself or herself. The statement shall not include party affiliation of the
candidate, nor membership or activity in partisan political organizations. The statement
shall be filed in the office of the City Clerk at the time the candidate's nomination papers
are filed. The statement may be withdrawn, but not changed, during the period for filing
nomination papers and until 5:00 p.m. of the next working day after the close of the
nomination period.
Section 2. FOREIGN LANGUAGE POLICY.
A. Pursuant to the Federal Voting Rights Act, candidate statements will be
translated into all languages required by the County of Riverside. The County is
required to translate candidate's statements into Spanish.
B. The County will print and mail sample ballots and candidate statements to
all voters in English and Spanish. The County will make sample ballots and candidates
statements in the required languages available at all polling places, on the County's
website and in the election official's office.
Section 3. PAYMENT.
A. Translations:
1. The candidate shall be required to pay for the cost of translating the
candidates statement into any required foreign language as specified in
(a) and/or (b) above pursuant to Federal and/or State law.
2. The candidate shall be required to pay for the cost of translating the
candidate's statement into any foreign language that is not required as
specified in (a) and/or (b) of Section 2 above, pursuant to Federal and/or
State law, but is requested as an option by the candidate.
B. Printing:
1. The candidate shall be required to pay for the cost of printing the
candidate's statement in English in the main voter pamphlet.
2. The candidate shall be required to pay for the cost of printing the
candidate's statement in a foreign language required in (A) of Section 2
above, in the main voter pamphlet.
3. The candidate shall be required to pay for the cost of printing the
candidate's statement in a foreign language requested by the candidate
per (B) of Section 2 above, in the main voter pamphlet.
4. The candidate shall be required to pay for the cost of printing the
candidate's statement in a foreign language required in (A) of Section 2
above, in the facsimile voter pamphlet.
The City Clerk shall estimate the total cost of printing, handling, translating, and mailing
the candidate's statements filed pursuant to this section, including costs incurred as a
result of complying with the Voting Rights Act of 1965 (as amended), and require each
candidate filing a statement to pay in advance to the local agency his or her estimated
pro rata share as a condition of having his or her statement included in the voters'
pamphlet. In the event the estimated payment is required, the estimate is just an
approximation of the actual cost that varies from one election to another election and
may be significantly more or less than the estimate, depending on the actual number of
candidates filing statements. Accordingly, the City Clerk is not bound by the estimate
and may, on a pro rata basis, bill the candidate for additional actual expense or refund
any excess paid depending on the final actual cost. In the event of underpayment, the
City Clerk may require the candidate to pay the balance of the cost incurred. In the
event of overpayment, the City Clerk shall prorate the excess amount among the
candidates and refund the excess amount paid within 30 days of the election.
Section 4. ADDITIONAL MATERIALS. No candidate will be permitted to
include additional materials in the sample ballot package.
Section 5. That the City Clerk shall provide each candidate or the candidate's
representative a copy of this resolution at the time nominating petitions are issued.
Section 6. That this resolution shall apply only to the election to be held on
November 4, 2014, and shall then be repealed.
Section 7. That the City Clerk shall certify to the passage and adoption of this
resolution and enter it into the book of original resolutions.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of
Temecula this 24th day of June, 2014.
Maryann Edwards, Mayor
ATTEST:
Gwyn R. Flores, CMC
Acting City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Gwyn R. Flores, CMC, Acting City Clerk of the City of Temecula, do hereby
certify that the foregoing Resolution No. 14- was duly and regularly adopted by the
City Council of the City of Temecula at a meeting thereof held on the 24th day of
June, 2014, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Gwyn R. Flores, CMC
Acting City Clerk
Item No. 5
Approvals
City Attorney
Finance Director
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Jennifer Hennessy, Director of Finance
DATE: June 24, 2014
SUBJECT: Approval of Fiscal Year 2014-15 Trustee Fees Related to the City's Outstanding
Bonds
PREPARED BY: David Bilby, Senior Debt Analyst
RECOMMENDATION: That the City Council approve the expenditure of $38,220, for
Fiscal Year 2014-15 trustee/fiscal agent services, provided by U.S. Bank, for the City's
Community Facilities Districts (CFD), Assessment District (AD), and Tax Allocation Bonds
(TABs).
BACKGROUND: The City of Temecula has five existing Community Facilities
Districts and one Assessment District:
• CFD 01-2 (Harveston)
• CFD 03-1 (Crowne Hill)
• CFD 03-2 (Roripaugh Ranch)
• CFD 03-3 (Wolf Creek)
• CFD 03-6 (Harveston II)
• AD 03-4 (John Warner Road)
Additionally, the former Redevelopment Agency issued TABs in 2002, 2006, 2007, 2010, and
2011.
Arbitrage calculations will be performed on Roripaugh CFD 03-2 and the 2010 TABS in the
coming year.
During formation of each of these bond issues, a Fiscal Agent Agreement, Trust Agreement or
Indenture of Trust was executed with U.S. Bank to remain in effect for the duration of the
financing. Services provided by the trustee/fiscal agent include establishing and holding
accounts (such as the special tax fund, improvement fund, reserve fund, and administrative
fund), transferring funds between accounts to pay debt service, disbursing funds to the City
upon receipt of draw requests, dissemination of annual disclosure information for both the
developer and City as bond issuer, and arbitrage monitoring and reporting.
FISCAL IMPACT: Funds to pay the CFD/AD portion of the trustee/fiscal agent
services are included in the annual special tax levies and budgets for each of the Districts to
finance their respective share of the services. The trustee/fiscal agent service for the former
Redevelopment Agency (RDA) TABs has been budgeted to be paid from the Successor Agency
to the Temecula Redevelopment Agency (SARDA) Debt Service Fund.
ATTACHMENT: U.S. Bank Schedule of Fees for Fiscal Year 2014-15
CITY OF TEMECULA
U.S. BANK SCHEDULE OF FEES FOR FY 2014-15
FY 2014-15
BOND ISSUE ESTIMATED FEES
CFD No. 03-03 (Wolf Creek)
CFD No. 03-06 (Harveston II)
CFD No. 03-02 (Roripaugh)
CFD No. 03-02 (Roripaugh) - Arbitrage Report
CFD No. 01-2 (Harveston I)
CFD No. 03-1 03 A (Crowne Hill)
CFD No. 03-1 05 B (Crowne Hill)
AD No. 03-04 (John Warner)
2002 RDA
2006 Series A RDA
2006 Series B RDA
2007 RDA
2010 RDA Series A & B
2010 RDA Series A & B Arbitrage Report
2011 RDA Series A & B
$2,445.00
$2,195.00
$3,500.00
$2,500.00
$3,850.00
$2,175.00
$2,025.00
$1,300.00
$19,990.00
$3,850.00
$2,200.00
$2,200.00
$2,300.00
$2,990.00
$2,500.00
$2,190.00
$18,230.00
TOTAL $38,220.00
Item No. 6
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Assistant City Manager
DATE: June 24, 2014
SUBJECT: Insurance Policies (Workers' Compensation, Property, Automobile Physical
Damage, Earthquake and Flood, Crime, Liability) — Renewal, Extension, and
Alignment
PREPARED BY: Roberto Cardenas, Fiscal Services Manager
RECOMMENDATION: That the City Council:
1. Approve the cancellation of the City's current Workers' Compensation Policy with
Travelers Property Casualty Company of America, and approve insurance policy
renewal for Workers' Compensation Coverage with New York Marine and
General Insurance Company, in the amount of $55,002, for the period of July 1,
2014 to July 1, 2015;
2. Approve a four month six day pro rata Property, Automobile Physical Damage,
Earthquake and Flood, and Crime insurance policy extension with Travelers
Indemnity Company/Travelers Indemnity Company of Connecticut, and Empire
Indemnity Insurance Company (with participation from Princeton E&S, Hiscox,
QBE Specialty, and Ironshore/Ironshore Europe), in the amount of $133,050, for
the period of February 26, 2015 to July 1, 2015;
3. Approve the insurance policy renewal for Liability insurance with Travelers
Indemnity Company/Travelers Indemnity Company of Connecticut, in the amount
of $219,882, for the period of July 1, 2014 to July 1, 2015.
BACKGROUND: In order to improve administrative and budgetary efficiencies, the
City determined it was necessary to align the various insurance policy expiration dates with the
City's fiscal year, as follows:
Line of Insurance
Current Policy Period
New Policy Period
Workers' Compensation
02/01/14 to 02/01/15
07/01/14 to 07/01/15
Property, Automobile Physical Damage,
Earthquake & Flood, Crime
02/26/14 to 02/26/15
02/26/15 to 07/01/15
(extension period)
General/Excess Liability
12/01/12 to 7/01/14
07/01/14 to 07/01/15
Workers' Compensation: As a cost saving measure, the City desires to incorporate a
$500,000 Self -Insured Retention (SIR) into the City's Workers' Compensation (WC) insurance
policy, rather than the current first dollar of loss approach. More specifically, rather than the
City's insurance carrier covering the costs of employee related work injuries, the City desires to
cover the expenses (self -insure) for the first $500,000 of each occurrence, with the insurance
policy covering costs in excess of $500,000. On Tuesday, May 13, 2014 staff met with Finance
Committee members Mike Naggar and Chuck Washington to propose the SIR approach. The
Committee approved of the proposal and agreed to move the item to the City Council for
consideration and approval.
Cost Savings: The City has paid an annual average of $369,863 to purchase the traditional first
dollar of loss Workers' Compensation policy, as noted below:
First Dollar of Loss Costs
Amount
10 Year WC Annual Average Premium History
356,670
7 Year WC Annual Average CA CIGA Fee History
6,287
7 Year WC Annual Average CA State Sur -Charge History
6,906
Total Costs
$369,863
However, given the City's historically low number of Workers' Compensation claims
(approximately 7.5 per fiscal year, over the past 10 years), the City's insurance carriers have
historically paid claims on an average of $83,898 (approximately) per fiscal year on employee
related injuries. Therefore, by implementing an SIR of $500,000, the City may save
approximately $222,896 per fiscal year as noted below:
SIR Savings
Amount
First Dollar of Loss Total Costs
369,863
Excess Insurance Policy with a $500,000 SIR
(55,570)
Annual Third Party Administrator (TPA) Services
(7,500)
10 Year WC Annual Average Loss History
(83,898)
Total Savings
$222,896
In preparation for the transition to an SIR and the alignment of the expiration date with the fiscal
year, staff requested that the City's insurance broker, Brown & Brown, Inc., market the City's
application to insurance carriers. In response, Brown & Brown, Inc. obtained four proposals as
outlined below.
Workers' Compensation Insurance
Company
Premium
New York Marine and General Insurance Company
$55,002
Safety Net Insurance Company
$75,000
Arch Insurance Company
$100,000
Ace American Insurance Company
$100,000
To ensure New York Marine and General Insurance Company continues to have sufficient
financial capacity to provide the necessary policy limits to insure the City's risks, Brown &
Brown, Inc. utilized the services of A.M. Best to assess their financial strength and
creditworthiness. A.M. Best assigned a Financial Strength Rating (FSR) of "A" (Excellent) to
New York Marine and General Insurance Company based on their ability to meet their ongoing
insurance policy and contractual obligations (after a comprehensive evaluation of their balance
sheet strength, operating performance, and business profile). In addition, A.M. Best assigned
New York Marine and General Insurance Company a Financial Size Category (FSC) of "IX"
($250 Million to $500 Million) based on their policyholder's adjusted surplus.
Property, Automobile Physical Damage, Earthquake & Flood, Crime: On February 25,
2014, the City Council approved Property, Earthquake and Flood, Automobile Physical
Damage, and Crime Insurance Policy renewals with Travelers Insurance Company and Empire
Indemnity Insurance Company (with participation from Princeton E&S, Hiscox, QBE Specialty,
and Ironshore/Ironshore Europe) for the period of February 26, 2014 through February 26,
2015, in the amount of $389,036. In order to improve administrative and budgetary efficiencies,
the City determined it is necessary to align the various insurance policy expiration dates with the
fiscal year. Therefore, staff requested the City's insurance broker, Brown & Brown, Inc., to
extend the City's above current policies with the above carriers to July 1, 2015. In response,
Brown & Brown, Inc. obtained a four month six day pro rata premium as outlined below.
Property, Automobile Physical Damage, Earthquake & Flood, Crime
Period
Premium
02/26/14 to 02/26/2015
$389,036
02/26/15 to 07/01/2015 (four month six day pro rata extension)
$133,050
Total
$ 522,086
To ensure each carrier had sufficient financial capacity to provide the necessary policy limits to
insure the City's risks, Brown & Brown, Inc. utilized the services of A.M. Best to assess the
financial strength and creditworthiness of each carrier that submitted a proposal. A.M. Best
assigned a Financial Strength Rating (FSR) of "A+" (Superior) to Travelers based on their ability
to meet their ongoing insurance policy and contractual obligations (after a comprehensive
evaluation of their balance sheet strength, operating performance, and business profile). In
addition, A.M. Best assigned Travelers a Financial Size Category (FSC) of "XV" ($2 billion or
greater) based on their policyholder's adjusted surplus. Travelers Insurance Company is an
admitted carrier in the State of California. A.M. Best assigned Empire Indemnity Insurance
Company an FSR of "A+" (Superior) with an FSC of "XV" ($2 billion or greater).
Through Travelers Insurance Company, the City will maintain Basic Property coverage with a
deductible that ranges from $1,000 to $10,000 (depending on the category of property involved).
Also through Travelers insurance company, the city will maintain Crime coverage at a limit of
$500,000 with a deductible of $5,000. Through Empire Indemnity Insurance Company, the City
will maintain Earthquake and Flood coverage of $35 million with a 5% deductible. Since total
loss is not likely to occur in the event of an earthquake or flood, this coverage amount is
considered sufficient and in accordance with the industry standards and practices.
General/Excess Liability: In preparation for the July 1, 2014 expiration of the City's liability
and excess liability insurance policy with Travelers Indemnity Company/Travelers Indemnity
Company of Connecticut (Travelers), staff requested that the City's insurance broker, Brown &
Brown, Inc., market the City's application for both liability insurance and excess liability
insurance. In response, Brown & Brown, Inc. obtained proposals from the insurance carriers
listed below in the order of responsiveness. The premiums were quoted with a minimum self-
insured retention (SIR) of $150,000. The quotes ranged from an SIR of $150,000 for All Lines
of coverage up to $250,000 for All Other Liability and $500,000 for Employment Practices
Liability. In addition, each quote had an Occurrence and Aggregate Limit from $1,000,000 up to
$10,000,000.
Liability Insurance
Company
Premium
Self -Insured
Retention
Occurrence/
Aggregate
Travelers Insurance Company
$219,882
$150,000
$10,000,000
Argonaut Insurance Company
$224,718
$150,000
$10,000,000
Allied Word Assurance Company
$249,895
$150,000
$10,000,000
Munich American Insurance Company
$263,000
$250,000
$10,000,000
Markel American Insurance Company
$212,000
$150,000
$1,000,000
Underwriter's at Lloyd's
$292,062
$250,000
$10,000,000
* Includes optional Terrorism Risk Insurance.
The premium amount of $219,882 represents a $19,989 increase over the previous policy. The
increase is primarily due to the low self-insured retention of $150,000 and the losses that have
approached and exceeded said self-insured retention.
To ensure each carrier had sufficient financial capacity to provide the necessary policy limits to
insure the City's risks, Brown & Brown, Inc. utilized the services of A.M. Best to assess the
financial strength and creditworthiness of each carrier that submitted a proposal. A.M. Best
assigned a Financial Strength Rating (FSR) of "A+" (Superior) to Travelers based on their ability
to meet their ongoing insurance policy and contractual obligations (after a comprehensive
evaluation of their balance sheet strength, operating performance, and business profile). In
addition, A.M. Best assigned Travelers a Financial Size Category (FSC) of "XV" ($2 billion or
greater) based on their policyholder's adjusted surplus.
The preferred proposal submitted by Travelers provides coverage of $10 million per Occurrence
and $10 million Aggregate with a self-insured retention of $150,000. The City elected to
continue to purchase terrorism coverage to cover third party bodily injury and property damage
should a certified act of terrorism occur.
FISCAL IMPACT: No additional appropriation is requested, as adequate funds are
available within the current budget.
ATTACHMENTS:
1. Excess Workers' Compensation Insurance Policy Proposal
2. Property, Automobile Physical Damage, Earthquake and
Flood, and Crime Insurance Policy Extension Proposal
3. Liability Insurance Policy Proposal
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
•Rti,117"'
Excess Workers' Compensation
Insurance Proposal Submitted For:
City of Temecula
rown
rown
INSURANCE
Policy Term:
July 01, 2014 to July 01, 2015
Submitted by:
Mike Bush
Senior Vice President
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
1
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
Thank you for inviting us to develop and present a Risk Solution Program to you. We
welcome the opportunity to become involved with your company. We have worked to
identify your needs and concerns, and to develop a program for your insurance. Brown &
Brown, Inc. is the seventh largest independent agency organization nationally.' The
company provides a variety of insurance products and services to corporate, institutional,
professional and individual clients. Headquartered in Daytona Beach and Tampa, Florida,
Brown & Brown is publicly traded on the New York Stock Exchange (BRO) and has
been included in Forbes' list of the "200 Best Small Companies in America". The
company handles clients' premiums in excess of $10 Billion annually and has
approximately 6,500 employees.
While size is not the sole criteria for choosing an insurance agent, it does enable us to
offer our clients clout in the marketplace and unmatched service capability.
Please feel free to visit our website at www.bbinsurance.com.
This brief description of insurance coverage is being provided as an accommodation only
and is not intended to cover or describe all policy terms. In the event of difference, the
policy will prevail. For more complete information on the scope and limits of coverage
please refer to the policy document.
As listed in Business Insurance magazine, July 1 8, 2011 edition
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
2
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
Account Service Team
No matter how comprehensive or price competitive your insurance program is, it is still
people who must service it to insure that coverage will respond when needed.
Mike Bush
Account Executive
Phone: (714)221-1853
Fax: (714) 221-4196
mbush@bbsocal.com
Mike Bush is responsible for overseeing all aspects of your program.
Peggy Coleman
Account Manager
Phone: (714)221-1883
Fax: (714) 221-4196
pcoleman@bbsocal.com
Peggy Coleman will assist with the daily servicing of your account, including
endorsements, certificate requests, client services, program design, accounting, quality
assurance and market relationships.
Feel free to contact anyone on this list if you have questions or concerns regarding
your insurance policy.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
3
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
IMPORTANT NOTICE
DISCLAIMER
Disclaimer: This proposal presented is based upon the exposures to loss made known to
the agency. Any changes in these exposures (i.e. new operations, new products,
additional state of hire, etc.) need to be promptly reported to our agency in order that
proper coverage(s) may be put in place.
The proposal contains only a general description of the coverage(s) and does not
constitute a policy / contract. This brief description of insurance coverage is being
provided as an accommodation only and is not intended to cover or describe all policy
terms. For more complete information on the scope and limits or coverage, please refer
to the policy document.
The proposal includes, but is not limited to, the terms, exclusions and conditions listed.
For complete policy information, including exclusions, limitations and conditions, refer
to the policy document.
n Non -Admitted Carrier Taxes: n/a
Fees: n/a
Minimum Earned Premium: n/a
Higher Limits may be available upon request V Premiums may be subject to audit
Policy Type
Carrier Rating
Excess Workers' Compensation
New York Marine & General Insurance
Company
"A"(IX)
Admitted
Please read your policy for specific details.
The information obtained from A.M. Best's Rating is not in any way a warranty or guaranty by
Brown & Brown, Inc. of the financial stability of the insurer and this information is current only as of
the date of publication.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
4
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
A.M. Best Rating of Proposed Carriers
General Rating:
These rating classifications reflect BEST's opinion of the relative position of each
company in comparison with others, based upon averages within the Property -Casualty
insurance industry. They are reflective of overall company services and standing within
the industry.
A++, A+
Superior B++
Very Good
C++, C+
Fair
A, A-
'
Excellent B, B-
Good
C, C-
Marginal
Financial Size Category:
The financial Size Category is an indication of the size of an Insurer and is based on
reported Policyholders' surplus plus conditional or Technical Reserve Funds, such as
mandatory securities valuation reserve, other investment and operating contingency funds
and/or miscellaneous voluntary reserves in liabilities.
Financial Size Category (in Thousands)
Class I
Up to
$1,000
Class II
$1,000
to
$2,000
Class III
$2,000
to
$5,000
Class IV
$5,000
to
$10,000
Class V
$10,000
to
$25,000
Class VI
$25,000
to
$50,000
Class VII
$50,000
to
$100,000
Class VIII
$100,000
to
$250,000
Class IX
$250,000
to
$500,000
Class X
$500,000
to
$750,000
Class XI
$750,000
to
$1,000,000
Class XII
$1,000,000
to
$1,250,000
Class XIII
$1,250,000
to
$1,500,000
Class XIV
$1,500,000
to
$1,750,000
Class XV
$1,750,000
to
$2,000,000
This information has been
provided to you so that
consideration is given to the
financial condition of our
proposed carriers. The
financial information
disclosed is the most recent
available to Brown & Brown
Insurance Services of CA,
Inc. Brown & Brown does
not guarantee financial
condition of the insurers
listed above.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
5
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
Claims Reporting Guidelines
Make Brown & Brown, Inc. aware of any and all incidents immediately after they occur,
whether it be an auto accident, a theft, slip & fall, even a minor incident that appears will
have no future activity. Do not wait for a police report.
Gather as much concrete information as possible. For example, police reports, company
incident reports, conversation logs, medicals and pictures - anything that may assist in the
handling of your claim. Send this information either by mail, e-mail or fax to:
Brown & Brown Insurance Services of CA, Inc.
2401 E. Katella., Suite 550,
Anaheim, CA 92806
(714)221-1883
(714) 221-4196 fax
pcoleman@bbsocal.com
If you have any questions or incur any problems, please call our office and we will
be glad to assist in any way we can.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
6
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
What is an Audit?
Policies which use fluctuating values as the exposure basis, i.e.: payroll or sales are
subject to an audit. The company may visit your business to examine your records or ask
you to complete a voluntary "mail in" audit. If at the time of the audit your exposures are
different from what you estimated at the time your policy was written, you will receive a
return premium credit or an additional premium billing
If you subcontract any work, it is essential that the subcontractor provide you with a
Certificate of Insurance indicating that insurance coverage is in place for General
Liability, Workers Compensation, and Automobile Liability. If at the time of audit you
do not have evidence of insurance from your subcontractors, you will be charged an
additional premium for the payroll of the subcontractor on your policies. We recommend
you require subcontractors to carry insurance via a contract.
Audits that generate an additional premium are due upon receipt. It is important that you
review audits as soon as you receive them and advise us of any discrepancies in the
exposures immediately so that we may inform the insurance carrier. If payment of the
audit is not received by the insurance company on a timely basis, your coverage may be
canceled and could adversely affect the future placement of insurance coverage.
We recommend that you review the actual exposures as compared to your estimated
exposures quarterly and advise us of any significant variance.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
7
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
Important Information
Compensation: In addition to the commissions or fees received by us for assistance with the
placement, servicing, claims handling, or renewal of your insurance coverages, other parties, such
as excess and surplus lines brokers, wholesale brokers, reinsurance intermediaries, underwriting
managers and similar parties, some of which may be owned in whole or in part by Brown &
Brown, Inc., may also receive compensation for their role in providing insurance products or
services to you pursuant to their separate contracts with insurance or reinsurance carriers. That
compensation is derived from your premium payments. Additionally, it is possible that we, or our
corporate parents or affiliates, may receive contingent payments or allowances from insurers
based on factors which are not client -specific, such as the performance and/or size of an overall
book of business produced with an insurer. We generally do not know if such a contingent
payment will be made by a particular insurer, or the amount of any such contingent payments,
until the underwriting year is closed. That compensation is partially derived from your premium
dollars, after being combined (or "pooled") with the premium dollars of other insureds that have
purchased similar types of coverage. We may also receive invitations to programs sponsored and
paid for by insurance carriers to inform brokers regarding their products and services, including
possible participation in company -sponsored events such as trips, seminars, and advisory council
meetings, based upon the total volume of business placed with the carrier you select. We may, on
occasion, receive loans or credit from insurance companies. Additionally, in the ordinary course
of our business, we may receive and retain interest on premiums you pay from the date we
receive them until the date the premiums are remitted to the insurance company or intermediary.
In the event that we assist with placement and other details of arranging for the financing of your
insurance premium, we may also receive a fee from the premium finance company.
Questions and Information Requests: Should you have any questions, or require additional
information, please contact this office at 1-800-228-7975 or, if you prefer, submit your question
or request online at www.bbsocal.com
This proposal contains only a general description of the coverage(s) and does not constitute a
policy/ contract. For complete policy information, including exclusions, limitations, and
conditions, refer to the policy document. This proposal is based upon the exposures to loss made
known to the Agency. Any changes in these exposures (i.e., new operations, new products,
additional states of hire, etc.) need to be promptly reported to us in order that proper coverage(s)
may be put into place.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
8
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
Named Insureds
The following are named insureds on your policies:
City of Temecula
Temecula Community Services District
Oversight Board and The Successor Agency to the Temecula
Redevelopment Agency
Redevelopment Agency of the City of Temecula
Temecula Public Financing Authority
Temecula Housing Authority
Please verify the accuracy of each name on this list and update if needed.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
9
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
Location Schedule
All City Operations
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
10
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
Excess Workers' Compensation Proposal
New York Marine & General Insurance Company
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
11
Quoting on behalf of:
NEW YORK MARINE & GENERAL INSURANCE COMPANY
Specific Excess & Aggregate Excess Workers' Compensation and Employers' Liability Quote
A.M. Best Rated: "A" (Excellent), IX
We are pleased to provide the following quotation terms as follows:
Quote Option MMC103183
Policy Term
July 1, 20141 July 1, 2015
Estimated Manual Premium
$548,967
Estimated Total Payroll
$14,328,462
Covered State(s)
CA
Specific Retention
$500,000
Specific Limit
Statutory
Employers Liability Limit
$1,000,000
Aggregate Attachment Rate
NIL
Minimum Aggregate Attachment
NIL
Aggregate Limit
NIL
Maximum Loss Accruing Aggregate
NIL
Excess Rate (per $100 of payroll)
0.3799
Estimated Premium Excluding Terrorism
$54,434
Terrorism Charge
$568
Total Minimum Premium (90% of Deposit)
$49,502
Total Deposit Premium
$55,002
12
Quote Expiration: June 30, 2014
TPA: Carl Warren & Company
Payment Plan: Premium is due in full at inception of policy period.
The above quote is subject to:
1. Final Premium will be at least and not less than the minimum premium stated above.
2. Require full implementation of safety/loss control program and retention of TPA, approved by New York
Marine and General Insurance Company, throughout the policy period.
3. Receipt of completed and signed excess application within 30 days of binding. App currently on file is
not signed.
4. Receipt of Excel formatted employee concentration information by location with physical addresses
included.
5. The Terrorism Charge is calculated separately and not included in the total rate above. It is subject to
adjustment at audit.
6. Applicable state endorsements plus other coverage additions/exclusions may apply. All other
endorsements desired must be requested prior to binding and are subject to approval.
7. Please sign and return the attached Terrorism Disclosure. Same must be received within thirty (30)
days of binding.
8. New York Marine and General Insurance Company has the right, but not the obligation, to audit the
TPA listed above.
9. Please have the TPA complete the attached TPA Questionnaire, including bios for all claims personnel
handling this Insured's claims and evidence of the TPA's E&O coverage. The Questionnaire is subject
to approval.
10. It is the understanding that there is no police and/or firefighter (paid and/or volunteer) exposure and said
exposures are excluded from this coverage in its entirety.
Risk Control Services: See attached document listing services available
Please do not hesitate to contact me with any questions, Thank you.
13
New York Marine and General Insurance Company
POLICYHOLDER DISCLOSURE NOTICE OF TERRORISM INSURANCE COVERAGE
City of Temecula, CA
Insured's Name
Policy Number
Coverage for acts of terrorism is included in your policy. You are hereby notified that under the Terrorism Risk
Insurance Act, as amended in 2007, the definition of act of terrorism has changed. As defined in Section 102(1) of the
Act: The term "act of terrorism" means any act that is certified by the Secretary of the Treasury—in concurrence with
the Secretary of State, and the Attorney General of the United States—to be an act of terrorism; to be a violent act or
an act that is dangerous to human life, property, or infrastructure; to have resulted in damage within the United
States, or outside the United States in the case of certain air carriers or vessels or the premises of a United States
mission; and to have been committed by an individual or individuals as part of an effort to coerce the civilian
population of the United States or to influence the policy or affect the conduct of the United States Government by
coercion. Under your coverage, any losses resulting from certified acts of terrorism may be partially reimbursed by the
United States Government under a formula established by the Terrorism Risk Insurance Act, as amended. However,
your policy may contain other exclusions which might affect your coverage, such as an exclusion for nuclear events.
Under the formula, the United States Government generally reimburses 85% of covered terrorism losses exceeding
the statutorily established deductible paid by the insurance company providing the coverage. The Terrorism Risk
Insurance Act, as amended, contains a $100 billion cap that limits U.S. Government reimbursement as well as
insurers' liability for losses resulting from certified acts of terrorism when the amount of such losses exceeds $100
billion in any one calendar year. If the aggregate insured losses for all insurers exceed $100 billion, your coverage
may be reduced. The portion of your annual premium that is attributable to coverage for acts of terrorism is $568,
and does not include any charges for the portion of losses covered by the United States government under the Act.
The portion of the Insured's annual premium that is attributable to coverage for certified "acts of terrorism" may be
adjustable at audit and is calculated based on a percentage of the Insured's total audited payroll.
I ACKNOWLEDGE THAT WE HAVE BEEN NOTIFIED THAT UNDER THE TERRORISM RISK INSURANCE ACT,
AS AMENDED, ANY LOSSES RESULTING FROM CERTIFIED ACTS OF TERRORISM UNDER THIS POLICY
COVERAGE MAY BE PARTIALLY REIMBURSED BY THE UNITED STATES GOVERNMENT, MAY BE SUBJECT
TO A $100 BILLION CAP THAT MAY REDUCE THIS COVERAGE AND WE HAVE BEEN NOTIFIED OF THE
PORTION OF THE PREMIUM ATTRIBUTABLE TO THIS COVERAGE.
Policyholder's Signature [Date
14
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
Carrier
Markets Approached & Results
Result
New York Marine & General Insurance Company
Safety National Insurance Company
ACE American Insurance Company
Arch Insurance Company
See Proposal
Premium $75,000+
Premium $100,000+
Premium $100,000+
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
15
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS
COMPENSATION AND EMPLOYERS LIABILITY INDEMNITY POLICY
New York Marine And General Insurance Company
59 Maiden Lane, Suite 2700, New York, New York 10038-4647
212-551-0600; Fax 212-986-1310
(hereafter referred to as the "Company")
Policy No.
Item 1. Insured:
Item 2. (a) Mailing address:
(b) Principal place of business:
Item 3. Named State(s):
Item 4. Excluded State(s):
Item 5. Policy Period:
(a) From:
(b) To:
Both days at 12:01 A.M. standard time at the Insured's address shown in Item 2 of
these Declarations.
hem 6. Loss Reporting Period:
Item 7. Insured's Specific Retention:
(a) Each accident:
(b) Each employee for disease or cumulative injury.
Item 8. Company's Limit Each Accident:
(a) Policy Part One, Worker's Compensation:
(b) Policy Part Two, Employers UabAity:
Item 9. Company's Limit Each Employee For Disease Or Cumulative Injury:
(a) Policy Part One, Worker's Compensation:
(b) Policy Part Two, Employers Liability:
Item 10. Insured's Retention For Aggregate Coverage:
(a) Rate as a percentage of Normal Premium:
(b) Estimated Normal Premium:
(c) Minimum Retention:
XS WC 00 01 01 O6 Page 1 0117
16
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
Item 11. The Company's Limit for Aggregate Coverage:
Item 12. Premium:
(a) Minimum:
(b) Deposit:
(c) Rate (% of normal premium):
(d) Terrorism charge of $ is included In 12(a) and 12(b) above and is
adjustable at audit.
Item 13. The Insured's Claims Service Company shall be:
Item 14. Endorsements:
Item 18. Company's Service of Suit Representative:
ProSight Specialty Management, Inc.
412 Mt. Kemble Ave.. Suite 300C
Morristown, NJ 07960
XSWC00010106 Page 2of17
17
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
Item 16. Premium: CLASSIFICATION and NORMAL PREMIUM SCHEDULE
Premium Schedule
State Classification Class Estimated Rate per $100 of Estimated
Description Code Remuneration Estimated Manual
Remuneration Premium
Total Payroll and Manual Premium
$ $
(a) EMOD tactor.
(b) Other Discount
Estimated Normal Premium:
The above -listed class codes are the class codes covered under this Policy. Any
additional class code exposures must be approved in writing by the Company prior to
being covered under this Policy.
Executed in New York this _ day of 20211
Midlands Management Corporation
Authorized Representative
XSWC0001 01 08 Page 3of 17
18
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
In consideration of the payment of the premium and in reliance upon all statements made in the
Application for this insurance and subject to all terms of this Policy, the Company agrees with the Insured
as follows:
GENERAL SECTION
A. Self -Insurance.
Acceptance of this Policy indicates that the Insured is now and will remain until the end of the
Policy Period a duly qualified sell -insurer in each state(s) named in Declarations Item 3.
In the event the insured should, at any time this Policy is in force, terminate the Insureds
qualification as a self -insurer or should the Insureds qualification be cancelled or revoked,
coverage under this Policy shall be immediately suspended effective from the date that the
Insured loses such qualification.
B. The Policy.
This Policy includes the Declarations and the endorsements, if any, fisted in Declarations Item 14.
It is a contract of insurance between the insured (the Insured named in Declarations Item 1) and
the Company (the Insurer named on the Declarations). The only agreements relating to this
insurance are stated in this Policy. The terms of this Policy may not be changed or waived except
by written endorsement issued by the Company to be a part of this Policy. Endorsements, if any,
apply with respect to accidents, disease or cumulative injury exposures occurring at or after 12:01
AM. on effective date of the endorsement.
The Company considers statements made by the Insured in the Application to be representations.
The Company may contest a loss paid by the Insured if the Company relied on a material
misrepresentation in the Application.
C. Policy Period.
Policy Period means the period of time covered by this Policy as shown in Declarations Item 5. If
this Policy is cancelled, the Policy Period will end at 12:01 A.M. on the effective date of
cancellation.
D. Workers Compensation Law.
Workers Compensation Law includes occupational disease law or cumulative injury law. It does
not include the provisions of any law that provide non -occupational disability benefits, Jones Act or
any other Federal Act(s) or State Act(s), unless the application of those laws is Incidental and has
been approved in writing by the Company.
E. Accldent.
Accident means an accident or series of accidents arising from a single occurrence
F. Occurrence.
An occurrence is a fortuitous event of limited duration taking place at one specific location. No
event that exceeds twenty-four (24) hours in duration shall be considered to be an event of limited
duration. Should an event exceed twenty-four hours in duration, each twenty-four (24) hour period
shall be deemed to be a separate occurrence. With respect to losses arising from a cumulative
injury or occupational disease, the loss to each employee shall be deemed to have resulted from
a separate occurrence.
XSWC00010106
Page 4 of 17
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POUCY
G. Bodily Injury.
Bodily Injury means bodily injury by accident, by disease or by cumulative injury. Bodily injury
must arise out of and in the course of the injured employee's employment by the Insured. Bodily
injury includes resulting death.
The following conditions also apply with respect to the definition of bodily injury:
1. Bodily injury by accident must occur during the Policy Period and must arise out of or be
caused by a single occurrence. Bodily injury to more than one employee arising out of or
caused by the same single occurrence shall be considered one accident.
2. Bodily iniury by disease is any abnormal condition of the body or mind that causes
discomfort, dysfunction, or distress that fulfils all of the following conditions:
a. It is not traceable to a single occurrence that takes place during the employee's
present or past employment;
b. It has been caused by or aggravated by exposure to a disease -producing agent or
agents present in the employee's occupational environment;
c. It has resulted in a disability, need for medical treatment, or death.
The employee's last day of last exposure to the conditions causing or aggravating such
bodily injury by disease must occur during the Policy Period.
3. Bodily injury by cumulative injury is an injury that fulfills ail of the following conditions:
a. It is not traceable to a single occurrence that takes place during the employee's
present or past employment;
b. It has been caused by or aggravated by a repetitive employment related activity;
c. It has resulted in a disability, need for medical treatment, or death.
The employee's last day of last exposure to the conditions causing or aggravating such
bodily injury by cumulative Injury must occur during the Policy Period.
H. Late Reporting or independent Contractor Penalty.
As respects each accident or each employee for disease or cumulative injury:
1. If the Insured does not give the Company written notice within one year of when required
by Pait Three, the Company's specific indemnity wil be reduced by 15%.
2. If the Insured does not give the Company written notice within three years of when
required by Part Three, the Company specific indemnity will be reduced by 40%.
3. If the Insured pays a loss for an employee the Insured classified as an independent
contractor at the time of the accident, the Company's specific indemnity will be reduced by
50%. However, the sum of this reduction plus the Insured's specific retention will not
exceed the greater of $250,000 or 1% of the Insured's total payroll.
XS WC 00 01 01 06 Page 5 of 17
20
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
PART ONE - WORKERS COMPENSATION
A. How This Part Applies.
Part One applies to Toss paid by the Insured because of liability imposed upon the Insured by the
workers compensation law and occupational disease law of any state(s) named in Declarations
Item 3.
Part One also applies to Loss paid by the Insured because of liability imposed upon the insured by
the workers compensation law of any other state(s) which Is not shown In Declarations Item 4, but
does not apply to any federal workers compensation law or any federal occupational disease law
or the provisions of any law that provides nonoccupational disability benefits.
Liability must result from bodily injury by accident or bodily injury by disease sustained by an
employee the Insured regularly employed in a state(s) named in Declarations Item 3.
B. The Insured's Specific Retention.
The Insured must retain loss as shown in Declarations Item 7. The Insured's retention applies to
Part One loss and to Part Two toss together. The Insureds retention for bodily injury by accident
applies to each accident, or series of accidents arising out of or caused by a single occurrence,
whether such accident involves bodily Injury to only one or more than one employee. The
Insured's retention for disease and cumulative injury applies separately to each employee.
Naming more than one insured in Declarations Item 1 does not Increase the insureds retention.
C. The Company's Agreement to indemnify.
Subject to the limits of tiabillty, the Company will indemnify the Insured for toss in excess of the
Insureds retention. This indemnity may be reduced by a late reporting or independent contractor
penalty.
D. The Company's Specific Limit.
The Company's Total Umit applies to Part One and Part Two Toss together. The maximum
amount of loss the Company will indemnify the Insured for with respect to each accident or series
of accidents arising out of one event is shown 1n Declarations Item 8(a). The maximum amount of
loss the Company will indemnify the Insured for with respect to each employee for disease or
cumulative injury is shown in Declarations Item 9(a). Naming more than one insured in
Declarations Item 1 does not increase the Company's limit.
E. The insured's Retention For Aggregate Coverage.
The amount of loss the Insured must retain as a result of all accidents, disease and cumulative
injury exposures occurring during the Policy Period is shown in Item 10. This retention applies to
Part One foss and Part Two toss together. If no amount is shown in Item 10, Insured shall have
no aggregate retention and Insured's specific retention shall apply to each loss. In calculating the
Insureds aggregate retention. toss pertaining to each accident. disease or cumulative injury will
be limited to the respective amount shown in Declarations Item 7. Unless the Company cancels
this policy, the Insureds aggregate retention will not be less than the minimum retention shown in
Declarations Item 10 (c). If the Company cancels this policy, Insureds aggregate retention will not
be less than the pro rata portion of minimum aggregate retention In Item 10 (c). Naming more
than one Insured In Declarations Item 1 does not increase the Insureds retention.
Normal Premium is calculated as shown in Declarations Item 16 and is adjustable at audit;
however the Insureds aggregate retention will never be less than the minimum retention listed
under item 10 (c).
XS WC 00 01 01 06 Page 6 of 17
21
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
F. The Company's Aggregate Indemnity.
The Company will indemnify the Insured for loss paid by the Insured in excess of the lnsured's
aggregate retention as a result of all accidents, disease, and cumulative injury exposures
occurring during the policy period. In calculating the Companys indemnity, loss pertaining to
each accident, disease or cumulative injury will be limited to the respective amount shown
in Declarations Item 7.
G. The Company's Aggregate Limit.
The most loss the Company will indemnity the insured for as a result of all accidents, disease
and cumulative injury exposures occurring during the policy period is shown in Declarations item
11. This limit applies to Part One loss and Part Two loss together. Naming more than one
Insured in Declarations Item 1 does not increase the Company's limit.
H. Loss.
Loss means the amount actually paid by the Insured for benefits provided under the workers
compensation law in effect upon the date the bodily injury occurs. Loss includes:
1. The amount paid by the Insured in settlement of claims for benefits under the workers
compensation taw;
2. The amount paid by the Insured in satisfaction of awards or judgments for benefits under
the workers compensation law;
3. The amount reserved by the Insured subject to the agreed value of claims, suits, or
proceedings as determined in accordance with any Commutation and Capitalization
Endorsement, it any; and,
4. Court costs, interest upon awards and judgments, and allocated investigation, adjustment
and legal expenses pertaining to workers compensation claims. This subparagraph 4 does
not include:
a. Salaries paid to the insured's employees;
b. Service company fees;
c. Claims administration fees;
d. Sanctions, fines, penalties or punitive, multiple, or exemplary damages.
Exclusions.
Part One doss not cover;
1. Loss insured by any other workers compensation or employers liability insurance, except
with respect to insurance that applies specifically in excess of the limits set forth in
Declarations Items 8 and 9;
2. Punitive or exemplary damages because of bodily injury sustained by any employee;
3. Punitive, exemplary or compensatory damages because of the Insured's conduct, or the
conduct of anyone acting for the Insured tor which the Insured may be held responsible;
a. In the investigation, trial or settlement of any workers compensation claim;
b. In failing to pay or delay in payment of any workers compensation claim; or.
c. On account of violation of any State or Federal Statute or regulation;
XS WC 00 01 01 08 Page 7 of 17
22
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
4. Any assessment made upon self -insurers, whether imposed by statute, regulation or
otherwise, including any Department of Labor Second Injury Fund assessment;
5. Loss payable under the provisions of the Jones Act and any Toss payable under the
provisions of any other Federal Act(s) or Slate Act(s) from a state(s) not set forth in
Declarations Item 3;
6. Loss payable under the provisions of the Racketeer -Influenced and Corrupt Organizations
Act;
7. Bodily injury to a master or member of the crew of any vessel; or
8. Claims arising from radioactive contamination whether directly or indirectly.
9. Loss payable under the workers compensation law of any state(s) not named in
Declarations Item 3.
J. Payments the Insured must make.
The Insured is responsible (without indemnification from the Company) for any payments in
excess of the benefits provided by the workers compensation law including those required
because:
1. Of the Insured's serious and willful misconduct;
2. The insured knowingly employed an employee in violation of law;
3. The Insured failed to comply with a health or safety law or reputation; or
4. The Insured discharged, coerced or otherwise discriminated against any employee in
violation of the workers compensation law.
K. Other Insurance
If any other insurance exists protecting the Insured against loss covered by this insurance, this
insurance shall apply in excess of the other insurance. The foregoing shall not apply to any
insurance that is specifically in excess of the limits set forth in Declarations Items 8, 9 and 11.
L. Recovery from Others.
The Company has the Insured's rights, and the rights of persons entitled to compensation benefits
from the Insured, to recover the Company's indemnity from anyone liable for the bodily injury
covered by this Policy. The Insured will do everything necessary to protect those rights for the
Company and to help the Company enforce them. The recovered amounts remaining, after
deducting the Company's recovery expenses, will first be used to reduce the Company's loss.
Then the Company will pay the balance, if any, to the Insured.
XS WC 00 01 81 06 Page 8 of 17
23
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
PART TWO • EMPLOYERS LIABILITY
A. How This Part Applies.
Part Two applies to loss for damages imposed upon the insured for employers liability, other than
workers compensation, by the law of any state(s) shown in Declarations Item 3. Part Two also
applies to loss for damages imposed upon the Insured by the law of any other state(s) which is not
shown in Declarations Item 4.
Damages must result from bodily injury sustained by an employee which the Insured employed, at
the time of the bodily injury, in a state(s) named in Declarations Item 3.
B. The Insured's Specific Retention.
The Insured must retain loss as shown in Declarations Item 7. The insured's retention applies to
Part One and to Part Two loss together. The Insured's retention for bodily injury by accident
applies to each accident, or series of accidents arising out of or caused by a single occurrence
whether such ac idem involves bodily injury to only one or more than one employee. The
Insured's retention for disease and cumulative injury applies separately to each employee.
Naming more than one Insured in Declarations Item 1 does not Increase the Insured's retention.
C. The Company's Agreement to Indemnify.
Subject to the limit of liability set forth In the Declarations, the Company will indemnify the Insured
for loss in excess of the Insured's retention. This Indemnity may be reduced by a late reporting or
independent contractor penally.
D. The Company's Specific UmIt.
The Company's Total Limit applies to Part One and Part Two loss together. The maximum
amount of loss the Company will Indemnify the Insured for with respect to each accident or series
of accidents arising out of one event is shown in Declarations Item 8(b). The maximum amount of
toss the Company will Indemnify the Insured for with respect to each employee for damage or
cumulative injury is shown in Declarations Item 9(b). Naming more than one insured In
Declarations Item 1 does not increase the Company's limit.
E. The insureds Retention For Aggregate Coverage.
The amount of loss the Insured must retain as a result of sit accidents, disease and cumulative
injury exposures occurring during the Policy Period is shown in Item 10. This retention applies to
Part One toss and Part Two loss together. If no amount Is shown in Item 10, Insured shall have
no aggregate retention and Insured's specific retention shall apply to each loss. In calculating the
Insured's aggregate retention, loss pertaining to each accident, disease or cumulative injury will
be limited to the respective amount shown In Declarations item 7. Unless the Company cancels
this policy, the Insured's aggregate retention will not be toss than the minimum retention shown in
Declarations Item 10 (c). 11 the Company cancels this policy, Insured's aggregate retention will not
be less than the pro rata portion of minimum aggregate retention in Item 10 (c). Naming more
Than one Insured in Declarations hem 1 does not increase the Insured's retention.
Normal Premium is calculated as shown in Declarations Item 16 and is adjustable at audit;
however the Insured's aggregate retention wthI never be less than the minimum retention listed
under Item 10 (c).
XSWC00010106 Page 9of17
24
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
F. The Company's Aggregate Indemnity.
The Company will Indemnify the Insured for loss paid by the Insured in excess of the Insureds
aggregate retention as a result of all accidents, disease, and cumulative Injury exposures
occurring during the policy period. In calculating the Company's indemnity, loss pertaining to
each accident, disease or cumulative injury will be limited to the respective amount shown
in Declarations Item 7.
G. The Company's Aggregate Limit.
The most toss the Company will indemnify the Insured for as a result of an accidents, disease
and cumulative injury exposures occurring during the policy period is shown In Declarations Item
11. This limit applies to Part One toss and Part Two loss together. Naming more than one
Insured in Declarations Item 1 does not increase the Company's limit.
H. Loss.
Loss means the amount actually paid by the Insured for damages imposed upon the Insured by
law provided that these damages are the direct consequence of bodily injury that arises out of and
in the course of the injured employee's employment by the Insured. Loss includes:
1. The amount paid by the Insured in settlement of claims for legal damages;
2. The amount paid by the Insured in satisfaction of awards or judgments for damages;
3. The amount reserved by the Insured subject to the agreed value of claims, suits or
proceedings as determined in accordance with any Commutation and Capitalization
Endorsement, 11 any; and
4. Court costs, interest upon awards and judgments, and allocated investigation, adjustment
and legal expenses pertaining to employers Iiabitity claims. This subparagraph 4 does not
include:
a. Salaries paid to the lnsured's employees;
b. Service company fees;
c. Claims administration fees; or
d. Sanctions, fines, penalties or punitive, multiple, or exemplary damages.
1. Exclusions..
Part Two does not cover:
1. Liability assumed under a contract;
2. Punitive or exemplary damages because of bodily injury sustained by an employee;
3. Punitive, exemplary or compensatory damages because of the Insured's conduct, or the
conduct of anyone acting for the Insured for which the Insured may be held responsible:
a. In the Investigation, trial or settlement of any employers tlabifity claim;
b. In failing to pay or delay in payment of any employers liability claim; or
c. On account of violation of any State or Federal statute or regulation;
XS WC 00 0101 06 Page 10 0117
25
NEW YORK MARINE AND GENERAL. INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
4. Bodily injury to an employee while employed in violation of law with the Insured's actual
knowledge or the actual knowledge of any of the Insured's executive officers;
5. My obligation imposed by a workers compensation, occupational disease, cumulative
injury, unemployment compensation, or disability benefits law, the Longshore and Harbor
Worker's Compensation Act, the Federal Employers' Liability Act, the Jones Act or any
similar law or any Federal Ads or State Act for a state(s) not set forth in Declarati
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
PART THREE - CLAIMS
A. The insured's Claims Handling Duties.
It is the insured's responsibility to investigate, settle, defend and appeal any claim made against
the Insured ft is also the Insureds responsibility to investigate, settle, defend and appeal any suit
brought or other proceeding instituted against the Insured.
The Insured agrees that it is a condition of coverage that, as a self -insurer, the Insured shall have
the same legal duties and obligations with regard to the Company that a primary insurer owes to
an excess insurer. These duties and obligations shall include:
1. A duty to act at all times in good faith;
2. A duty to accept all reasonable settlement demands within the retention;
3. A duty to explore reasonable settlement possibilities even in the absence of a settlement
demand; and,
4. A duty to promptly remit the lnsured's portion of any settlement amount and adjustment
expenses in order to effectuate a settlement. Failure to promptly remit amounts due within the
retention in connection with settlements, judgments and toss adjustment expenses under this
Policy or any poky of which this Policy Is a renewal shaft be deemed to be non-payment of
premium.
8. The Insured's Claims Reporting Duties.
The Insured must give the Company written notice, on forms approved by the Company, through
the Company's representative as soon as the Insured learns of:
1. Any occurrence, claim, suit or proceeding for which the estimated amount of toss, including
legal fees and expenses, equals 50% or more of the retention set forth in Declarations Item 7 or
$100,000, whichever amount is the lesser; or
2. Any claim, suit or proceeding that appears to involve indemnity by the Company;
3. Any occurrence, claim, award, or proceeding judgment which the incurred is 50% of the retention
or greaten
4. Any occurrence which causes serious injury to two or more employees;
5. Any case irwoMng:
a. Amputation of a major extremity;
b. Brain or spinal cord injury;
o. Death;
d. Disability for a period of nine months or more;
e. Permanent total disability as defined in the Workers' Compensation Act
of the applicable state named in the Declarations;
f. Any second or third degree bum of 25% or more of the body;
g. MulOpie or serious fracture;
h. Loss of sight or hearing;
i. Crushing or massive internal injury;
j. The reopening of any case in which further award might involve
liability of the Company; and
XS WC 00 01 01 06 Page 12 of 17
27
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
k. Any case where the claimant has been on temporary total disability
(TTD) for a period o1 one year.
I. Hospitalization of more than one (1) month.
m. The Insured's report of loss shall include written notice containing
particulars sufficient to identify the employee(s) and provide
reasonably obtainable information with respect to the time, place and
circumstances of loss. Including the identity of any known witnesses.
C. Claims Information.
The Insured agrees to send to the Company any claims information which the Company may
request. Within 20 days after the end of each Loss Reporting Period, as stated in Declarations
Item 6, the Insured (or the Insured's claims administrator) must send the Company a currently
valuated loss report (in a format satisfactory to the Company) including the claims paid by the
Insured during the policy period and the Insured's reserves on ail unpaid open claims. The claims
listing will include individual claim information such as: date of injury; claim payments and
reserves; toss description including body part, nature and cause; loss adjustment expenses paid
and reserved; and claimant name.
D. Audit.
The Insured will let the Company or the Company's representatives examine and audit aft the
Insured's claim records. The audits may be conducted during the insured's regular business
hours.
E. Claims Participation by the Company.
At the Company's own election and expense, the Company has the right, but not the obligation, to
participate with the insured In the settlement, defense or appeal of any claim, suit or proceeding
which might involve a loss to the Company.
F. Settlements.
The Insured agrees not to make any voluntary settlement involving loss in excess of the retention
set forth in Declarations Item 7 without the Company's, or the Company's representative's, prior
written consent.
PART FOUR - PREMIUM
A. Deposit, Minimum, and Adjustment Premiums.
At the beginning of the Policy Period the Insured must pay the Company the deposit premium
shown in the Declarations Item 12(b).
The Minimum Premium shown in Declarations Item 12(a) is not subject to adjustment.
This Minimum Premium is fully earned at inception, except it the Policy is cancelled as of the
Inception date, shown in Declarations Item 5(a).
At the end of the Policy Period either:
1. The Insured will remit to the Company the amount by which the final premium Is greater
than the deposit premium; or
2. The Company will remit to the Insured the amount by which the deposit premium is greater
than the final premium but not Tess than the Minimum Premium shown in Declarations Item
12(a).
XS WC 00 01 01 06 Page 13 of 17
28
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
B. Payroll Report.
Wdhhln 45 days after the end of the Policy Period, the Insured must send the Company a report (in
a format satisfactory to the Company) showing the amount of payroll earned by the Insured's
employees during the Policy Period. The Company may, at the Company's election, require
periodic reports during the Policy Period.
C. Final Premium.
The final premium due the Company for the Policy Period will be computed as shown in
Declarations Item 12, but amended as a result of the tnsured's final payroll report and the
Company audit. Unless this Policy is cancelled. final premium will be at least the minimum
premium shown in the Declarations.
II the Company cancels this Policy, final premium will be calculated pro rata based on the time this
Policy was in force. Final premium will not be Tess than the pro rata share of the minimum
premium.
If the Insured cancels this Policy, final premium will be more than pro rata; it will be based on the
time this Policy was in force, and Increased by the customary short rate table and procedure.
Final premium will not be less than the short rate portion of the minimum premium.
D. Payroll.
Payroll means the gross pay to the Insured's employees, before any deductions other than
overtime surcharges, for the Policy Period plus other amounts and items received by the Insured's
employees as part of their pay for the Policy Period.
E. Records.
The Insured will keep records of information needed to compute premium. The Insured will
provide the Company with copies of those records when the Company asks for them.
F. Audit.
The Insured will let the Company or the Company's representatives examine and audit all the
Insured's payroll records as they relate to this Policy. The audits may be conducted during the
Insured's regular business hours.
PART FIVE • CONDITIONS
A. Agreement upon Terms.
The Insured's acceptance of this Policy means that the Insured agrees with the Company upon
the terms of this Policy.
B. Sole Representative.
The Insured first named in Declarations item 1 will act on behalf of all insureds to change this
Pc[Icy, to accept indemnity payments, to receive return premium and to give or receive notice of
cancellation.
C. Bankruptcy or Insolvency.
The Insured's bankruptcy or insolvency will not relieve the Company from the payment of any
claim covered by this Policy. However, this Policy provides excess coverage only. In the event of
the Insured's bankruptcy or insolvency, the Company shall be under no liability whatsoever to
indemnity anyone for Toss which is not in excess of the retention amount set forth in Declarations
Item 7, with a maximum (lability as set forth in Declaration Items 8, 9. and 11.
D. Transfer of the Insured's Rights and Duties.
The Insured's rights or duties under this Policy may not be transferred without the Company's
written consent. This provision does not apply to duties transferred to a Claims Service Company.
XSWC000101O8 Page 14of17
29
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
E. Claims Service and Administration.
This Policy contemplates the concurrent and continued existence of a separate service agreement
between the Insured and the Claims Service Company(ies) acceptable to the Company named in
Declarations Item 13. The performance of such services shall not constitute any understanding
on behalf of the Company, nor relieve the Insured of any of the Insured's obligations under this
Policy.
The Insured must obtain prior written approval from the Company for any change in Claims
Service Company. otherwise the change shall operate as notice of cancellation of this Policy by
the Insured.
If the Insured is a self-administered account, the provisions of this Section do not apply.
F. Inspections and Surveys.
The Company has the right but is not obligated to:
1. Make inspections and surveys at any time during the Insured's regular business hours;
2. Give the Insured reports on the conditions the Company finds; and
3. Recommend changes to the Insured's workers compensation -related procedures.
Any inspections, surveys, reports or recommendations relate only to insurability of the Insured and
the premiums to be charged. The Company does not make safety inspections. The Company
does not undertake to perform the duty of any person or organization to provide far the health or
safety of workers or the public.
The Company does not warrant that conditions:
1. Are safe or healthful; or
2. Comply with laws, regulations, codes or standards.
This condition applies not only to the Company, but also to any rating. advisory, rale service or
similar organization which makes Insurance inspections, surveys or reports.
G. Service of Suit Clause (US.A.)
It is agreed that in the event of the Company's failure to pay any amount claimed to be due
hereunder the Company, at the Insured's request, will submit to the jurisdiction of a court of
competent jurisdiction within the United States. Nothing in this Article constitutes or should be
understood to constitute a waiver of the Company's right to commence an action In any court of
competent jurisdiction in the United States, to remove an action to a United States District Court,
or to seek a transfer of a case to another court as permitted by the laws of the United States or of
any State in the United States. it is further agreed that service of process in such suit may be
made upon the representative listed in Declarations Item 15, and that in any suit instituted against
the Company upon this Policy, the Company will abide by the final decision of such court or of any
Appellate court In the event of an appeal.
The representative named in Declarations Item 15 is authorized and directed to accept service of
process on the Company's behalf in any such suit and/or upon the Insured's request to give a
written undertaking to the Insured that they will enter a general appearance upon the Companys
behalf in the event such a suit shall be instituted.
XS WC 00 01 01 Ota Page 15 of 17
30
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
Further, pursuant to any statute of any state, territory or district of the United States which makes
provision therefore, the Company hereby designates the Superintendent, Commissioner or
Director of Insurance, or other officer specified for that purpose In the statute or his successor or
successors in affice, as the Company's true and lawful attorney upon whom may be served any
lawful process in any action, suit, or proceeding instituted by the Insured, or on the Insured's or
any beneficiary's behalf, hereunder arising out of this Policy, and hereby designates the above-
named as the person to whom said officer is authorized to serve such process or a true copy
thereof.
H. Cancellation.
The Insured may cancel this Policy by giving the Company, through the Company's representative
as stated in the Declarations Item 15, at least 30 days advance notice by registered mail stating
the cancellation date. The Company may cancel this Policy by giving the Insured at least 30 clays
advance notice by registered mail stating the cancellation date. The Company's mailing of
registered notice to the Insured's address shown in Declarations Item 2(a) will be sufficient proof
that the Company cancelled this Policy.
XS WC 00 01 01 06
Page 16 of 17
31
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
Named Insured:
Policy No.:
Policy Period:
IN WITNESS WHEREOF, New York Marine and General Insurance Company has caused this policy to
be signed by its President and Secrelary.
President Secretary
XS WC 00 01 01 06
Page 17 of 17
32
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS AND AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS LIABILITY INDEMNITY POLICY
Premium Endorsement
PART FOUR — PREMIUM, A. Deposit, Minimum and Adjustment Premiums is deleted and replaced with the following:
\\
A. Deposit, Minimum and Adjustment Premiums. \"s.
At the beginning of the policy period, the Insured must pay the Company Ow -deposit premium shown in
Declarations Item 12(b). `�`�
Premium is payable as follows:
Amount Due Date
\
The minimum premium shown in Declarations.Item 12(a) is hol,subject to adjustment unless the policy is
canceled by the Insured or the Company. If 6ance* ley the Company; the minimum premium will be
calculated on a pro rata basis. II canceled by the insured; the re nimum,premium will be the short rate
calculation from the inception date to th6 canceltatiori date:- `• `,,
At the end of the policy period ether:
1. The Insured will romil:to the Company the amount bq which the final premium is greater than the
deposit premium; or
2. The Company will remit to tho Insured the amount by which the deposit premium is greater than the
final premiufr;but not less than the minimum premium shown in Declarations Item 12(a).
I/
`, .
\
�; 7
y_ ,;)
f {tips\'
XS WC 00 05 01 06 Page 1 of 1
33
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS AND AGGREGATE EXCESS WORKERS COMPENSATION AND
EMPLOYERS UABILITY INDEMNITY POLICY
Report Claims to:
CLAIM REPORTING REQUIREMENTS
Midlands Management Corporation
3817 Northwest Expressway Ste 1000
Post Office Box 22778
Oklahoma City, OK 73123-1778
Phone: 405-840-0074
Fax: 405-426-6197
The Insured, its agent or claims administrator shall give immediate notice to Midlands
Management Corporation upon teaming of any of the following:
A. Any claim, suit or proceeding that appears to involve indemnity by the Company;
B. Any occurrence, claim, award, or proceeding judgment, which the incurred is
$100,000;
C. Any occurrence, which causes serious injury to two or more employees;
D. Any case involving:
1. Amputation of major extremity;
2. Brain or spinal cord injury;
3. Death;
4. Disability for a period of nine months or more;
5. Permanent total disability as defined in the Workers' Compensation Act to the
applicable state named in the Declarations;
6. Any second or third degree bum of 25% or more of the body;
7. Multiple or serious fracture
8. Loss of sight or hearing
9. Crushing or massive intemal injury
E. The reopening of any case in which further award might involve liability of the
Company; and
F. Any case where the claimant has been on temporary total disability (T1 D) for a
period of one year.
G. Hospitalization of more than one (1) month.
XS WC 00 06 01 06 PAGE 1 OF 2
34
The Insured shall make no voluntary settlement involving Toss to the Company except
with the written consent of Midlands Management Corporation.
The insured, agent or claims administrator shall forward promptly to Midlands
Management Corporation any information it may request on the Individual occurrences,
claims or cases. The Insured, agent or claims administrator shall render to Midlands
Management Corporation within 45 days of the end of the contract period, and
experience report on a form satisfactory to Midlands Management Corporation, showing
in detail the amounts disbursed during the contract period in settling claims and the
estimated future payments on, or reserves for, outstanding claims.
Please make certain that all persons responsible for claims reporting activity In the Insured's
firm are entirely familiar with these provisions.
Attached are forms to be used in reporting claim data to Midlands:
1. WORKER'S COMPENSATION REPORT used to Initially report a claim, used as an
interim report and used to close a claim.
2. CLAIMS RESERVE WORKSHEET to be used to advise Initial as well as updates of
reserve estimates.
3. AGGREGATE WORKSHEET to be submitted on a quarterly basis.
4. EXCESS CLAIM REIMBURSEMENT REQUEST to be used when specific layer of
coverage has been reached.
Should you have any questions on the criteria or any other areas regarding the reporting of
claims, please call Midlands Management Corporation, 405-840-0074.
XS WC 00 06 01 06
PAGE 2 OF 2
35
New York Marine and General Insurance Company
California Endorsement
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS COMPENSATION AND EMPLOYERS
LIABILITY INDEMNITY POLICY
PART FIVE-CONDmONS, H. Cancellation, is deleted in its entirety and replaced by the following:
H. Cancellation.
This policy may be canceled or non -renewed by the Insured or by the Company by giving written notice
at least thirty (30) days prior to the date on which coverage is to cease. The notice must Include the
date as of which the policy is to be canceled and must be sent by certified mail to the Insured's address
as shown on Declarations Items 2(a). with a copy sent to:
Office of Self Insurance Plans
Attention: Manager
2265 Watt Avenue Suite 1
Sacramento CA 95825
XS WC 01 03 01 06
Page 1 of 1
36
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
FRAUD STATEMENT
Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or
knowingly presents false information in an application for insurance is guilty of a crime and may
be subject to fines and confinement in prison.
ALASKA: A person who knowingly and with intent to injure, defraud, or deceive an insurance
company files a claim containing false, incomplete, or misleading information may be prosecuted
under state law.
ARIZONA: FOR YOUR PROTECTION ARIZONA LAW REQUIRES THE FOLLOWING
STATEMENT TO APPEAR ON THIS FORM. ANY PERSON WHO KNOWINGLY PRESENTS A
FALSE OR FRAUDULENT CLAIM FOR PAYMENT OF A LOSS IS SUBJECT TO CRIMINAL
AND CIVIL PENALTIES. , 1
ARKANSAS: Any person who knowingly presents a false or fraudulent claim for payment of a
loss or benefit or knowingly presents false information in an application for_insurance' is guilty of a
crime and may be subject to fines and confinement in prison. ,==.:\\,
CALIFORNIA: For your protection, California law requires that: -you be madea of the
following: Any person who knowingly presents false or fraudulent claim for the payment of a loss
ent
is guilty of a crime and may be subject to fines and confinemIn state prison. `,
COLORADO: It is unlawful to knowingly provide 1alse,' incomplete, or misleading facts or
information to an insurance company for the purpose of tefrauding.pr,.attempting to defraud the
company. Penalties may include imprisonment, fines, denial.pf,insurance,.and"civil damages. Any
insurance company or agent of an insurance company who'‘knowingly p'rpvides false, incomplete,
or misleading facts or information to a policyholder or claimant io`r.the, purpose of defrauding or
attempting to defraud the policyholder or claimnt-wjih-regard to a;settlement or award payable
from insurance proceeds shall be reported to the ,Colorado. division of insurance within the
department of regulatory agencies. : ~ -
DISTRICT OF COLUMBIA - WARNING: II isa crime td provide false, or misleading information
to an insurer for the purpose of defrauding thelnsurer pr any other person. Penalties Include
imprisonment and/or lines. In addition, an insurer may deny insurance benefits if false information
materially related to a claim was provided by the epp}cant.
HAWAII: For your protectfoq. Hawaii law regt!fres you to be intorrned that any person who
presents a fraudulent claim for eayment•or a loss or benefit is guilty of a crime punishable by fines
or imprisonment, or both:
•
IDAHO: Any person who.knowingly, and with intent to defraud or deceive any insurance
company, files a statement of'claim containing any false, incomplete or misleading information is
guilty of a felony\ `}
INDIANA: ny:person•who knowingly and with intent to defraud an insurer files a statement of
claim cu ing ariy"false, incornplete, or misleading information commits a felony.
LOUSIANA: Any person who knowingly presents a false or fraudulent claim for payment of a
loss o1 benefitorknowir�gf�r presents false information in an application for insurance is guilty of a
crime`andsmayte.subject to fines and confinement in prison.
MAINE: It js a crime to knowingly provide false, incomplete or misleading information to an
insurance coLnpa`ny for the purpose of defrauding the company. Penalties may include
imprisonment, fines, or a denial of insurance benefits.
MINNESOTA: Any person who files a claim with intent to defraud or helps commit a fraud
against an insurer is guilty of a crime.
NEW HAMPSHIRE: Any person who, with a purpose to injure, defraud or deceive any insurance
company, files a statement of claim containing any false, incomplete or misleading information is
subject to prosecution and punishment for insurance fraud, as provided In RSA 638:20.
NEW JERSEY: Any person who includes any false or misleading information on an application
for an insurance policy is subject to criminal and civil penalties.
NEW JERSEY: Any person who knowingly files a statement of claim containing any false or
misleading information is subject to criminal and civil penalties.
CL 04 01 01 06 Page 1 of 2
37
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
NEW MEXICO: ANY PERSON WHO KNOWINGLY PRESENTS A FALSE OR FRAUDULENT
CLAIM FOR PAYMENT OF A LOSS OR BENEFIT OR KNOWINGLY PRESENTS FALSE
INFORMATION IN AN APPLICATION FOR INSURANCE IS GUILTY OF A CRIME AND MAY
BE SUBJECT TO CIVIL FINES AND CRIMINAL PENALTIES.
NEW YORK: The following statement is to be attached to and form a part of the policy
application:
Any person who knowingly and with intent to defraud any insurance company or other person
files an application for insurance or statement of claim containing any materially false information,
or conceals for the purpose of misleading, information concerning any faciaterial thereto,
commits a fraudulent insurance act, which is a crime, and shalt also be subject to,a civil penalty
not to exceed five thousand dollars and the stated value of the claim for each such'1o`aUon.
01110: Any person who, with intent to defraud or knowing that he is fapifitating_a fraud;against an
insurer, submits an application or files a claim containing a false or deceptive tat meert-is-guilty
of insurance fraud.
OKLAHOMA - WARNING — Any person who knowingly, an d 'with intent to iriJlJrer defraud or
deceive any insurer, makes any claim for the proceeds of an\lnsurance policy.dontaining any
false, incomplete or misleading information is guilty of a fe`ldny. � •
OREGON: Any person who knowingly presents a false oi•��frudulent`cjaim,,f& payment of a loss
or benefit or knowingly presents materially false informatio't In;an application for insurance may
be guilty of a crime and may be subject to fines and confineinent'it pri p&
PENNSYLVANIA: Any person who knowingly nd'l,llh'IntenRto defraud any insurance company
or other person files an application for insurance or statement of claim containing any materially
false information, or conceals for the purp6-Sa01,misleadippg, information concerning any fact
material thereto commits a fraudulent Erlsurance act, which is.a crime and subjects such person to
criminal and civil penalties.
TENNESSEE: It is a crime to knoi4+ingly provide false,incomplete or misleading information to an
insurance company for the purpose of defrauding the" company. Penalties include imprisonment,
fines and denial of insurancebeneiits.
VIRGINIA: 11 is a crime.to knowingiy`provide.fals , incomplete or misleading information to an
insurance company fpi`the purpose oefrauding the company. Penalties include imprisonment,
fines and denial of insuranf dce ;benefits.'
• =.• \
`•
`r•
CL 04 01 01 06
i
Page 2 of 2
38
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS' COMPENSATION
AND EMPLOYERS' LIABILITY INDEMNITY POLICY
MISCELLANEOUS ENDORSEMENT #xx
It is hereby understood and agreed that Declarations Item 12 is deleted and replaced with:
Item 12. Premium:
(a) Minimum: $x)ocxxxxxxxx
(b) Deposit: $xxxxxxxxxxx
(c) Rate (per $108 of Total Payroll): xxxx.xxxx
(d) Terrorism charge of $xxxxxxxx is included to 12(a) and 12(b) above and is
adjustable at audit.
All other terms remain unchanged.
Applicable to and forming part of Policy Number xxxxxxxxxx Issued by New York Marine and
General Insurance Company to xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx of
1SX dated fxDpcxxxxxxxXotxxxxxx.
Authorized Representative
ENDORSE xx
39
NEW YORK MARINE AND GENERAL INSURANCE COMPANY
SPECIFIC EXCESS & AGGREGATE EXCESS WORKERS' COMPENSATION
AND EMPLOYERS' LIABILITY INDEMNITY POLICY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
VOLUNTARY COMPENSATION AND EMPLOYERS LIABILTY COVERAGE ENDORSEMENT
MANUSCRIPTED ESPECIALLY FOR XX
This endorsement modifies the policy to which it is attached effective on the inception date of the
policy unless a different date is indicated below.
A. How This Insurance Applies
This insurance applies, with respect to this endorsement, to bodily injury by accident or
bodily injury by disease provided that the:
1. The bodily injury must be sustained by an employee included in the group of
employees described in the Schedule below;
2. The bodily injury must arise out of and in the course of employment necessary or
incidental to work in a state listed on Item 3 of the Declarations Page;
3. The bodily injury must occur in the United States of America, its territories or
possessions, or Canada, and may occur elsewhere if the employee is a United
States or Canadian citizen temporarily away from those places: and
4. Bodily injury by accident must occur during the policy period.
5. Bodily injury by disease must be caused or aggravated by the conditions of the
Insured's employment. The employee's last day of exposure to the conditions
causing or aggravating such bodily injury by disease must occur during the policy
period.
SCHEDULE
Employees
Designated Workers Compensation Law
All employees not subject to the workers
Self Insured State
compensation law.
B. The Company Wilt Reimburse
The Company will reimburse the Insured for the amount equal to the benefits that is
excess of Insured's Specific Retention Combined as stated in Item 7 of the Declarations
Page that would be required if the Insured's employee(s) described in the Schedule
above were subject to the Workers Compensation Law shown in the Schedule. This
reimbursement by the Company will not exceed the Company's Limit Each Accident
Combined and Company's Limit Each Employee for Disease or Cumulative Injury
Combined as staled in Item 8 (a) and 9 (a) of the Declarations Page.
C. Exclusions — Payments You Must Make
This Insurance does not cover. nor is Insured's Specific Retention Combined satisfied by.
any of the following types of payments.
ENDORSE XX
Page 1 of 2
40
1. Any occurrences in the following countries:
2. Any obligation imposed by a workers compensation or occupational disease law.
unemployment compensation, or disability benefits law or any similar taw;
3. Bodily injury intentionally caused or aggravated by the insured; or
4. Liability for any consequence. whether direct or indirect, of war, invasion, act of
foreign enemy, hostilities (whether war be declared or not), civil war, insurrection,
rebellion, revolution, or military or usurped power. No endorsement now or
subsequently attached to this policy will be construed as overriding or waiving
this limitation unless specifically referenced.
D. Our Reimbursement
Before the Company will reimburse the insured for the amount equal to the benefits that
are in excess of the Insured's Specific Retention Combined, the claimants must:
1. Release the Company and the Insured, in writing, of all responsibility for the
injury or death;
2. Transfer to the Company the claimant's right to recover from others who may be
responsible for the injury or death: and
3. Cooperate with the Company and do everything necessary to enable the
Company to enforce the right of recovery from others.
If the claimants make a recovery from others, the claimant must reimburse the Company
for any benefits the Company has reimbursed the Insured.
If the claimants fail to comply with this provision. the Company's obligation to reimburse
the Insured or to pay any damages or expenses ends immediately.
E. Employers Liability Insurance
PART TWO — EMPLOYERS LIABILITY INSURANCE applies to bodily injury covered by
this endorsement as though the state(s) of hire were listed in the Item 3 of the
Declarations Page. The state(s) of hire include any location where the employee is
normally employed.
Ali other terms remain unchanged.
Applicable to and forming part of Policy Number Issued by New York
Marine And General Insurance Company to
of _dated at New York.
Authorized Representative
ENDORSE XX Page 2 of 2
41
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
History of Premiums and Losses
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
42
City of Temecula
History of Premium and Losses as of 4-18-14
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Incurred Losses
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N N N N rJ N r4 N r i l'''.4 D
0
**AH Claims Closed
43
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
Application For A Public Entity
Certificate Of Consent To Self -Insure
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
65
State of California
Department of Industrial Relations
Office of Self Insurance Plans
11050 Olson Drive, Suite 230
Rancho Cordova, CA 95670
Phone (9 lb) 464-7000
FAX (916)464-7007
Our File:
APPLICATION FOR A PUBLIC ENTITY
CERTIFICATE OF CONSENT TO SELF INSURE
NOTE: All questions must be answered. If not applicable, enter "N/A".
Workerscompensation insurance must be maintained until certificate is effective.
APPLICANT INFORMATION
Page 1
Legal Name of Applicant (show exactly as on Charter or other official documents):
City of Temecula
Street Address of Main Headquarters:
41000 Main St., Temecula, CA 92590
Mailing Address (if different from above):
City, State, Zip Code
Federal Tax ID No.:
33-0383649
TO WHOM DO YOU WANT CORRESPONDENCE REGARD NG THIS APPLICATION ADDRESSED?
Name: Roberto Cardenas
City of Temecula
Company Name:
Fiscal Services Manager
fitic
41000 Main St.
Mailing Address:
City: Temecula
CA 92590
State: Zip + 4:
Telephone Number:951-693-3944
Type of Public Entity (cheek one):
f5 City and/or County E School District
I— Other (describe):
Type of Application (cheek one):
17 New Application
Email: roberto.cardenas@cityoltemecula.org
E Police andJor Fire District n Hospital District n Joint Powers Authority
r Reapplication due to Merger or Unification T Reapplication due to Name Change
E Other (describe)
Date Self Insurance Program will begin: 7-1-14
Form Na. A4-2 (2/92)
66
Page 2
CURRENT PROGRAM FOR WORKERS' COMPENSATION LIABILITIES
• Currently Insured with State Compensation Insurance Fund, Policy Number:
Policy Expiration Date: Yearly Premium: S
Current Yearly Incurred (paid & unpaid) Losses: $ (FY or CY)
E Currently Self Insured, Certificate Number:
Name of Current Certificate Holder:
IT(Insured with Travelers Prop y �.rr Casuals Co ulAm; #HJt.J139055L5124; Exp 2-1-15; Prem:S27G.932
Other (describe):
JOINT POWERS AUTHORITY
Will the applicant be a member of a workers' compensation Joint Powers Authority for the purpose of pooling workers'
compensation liabilities?
r Yes F No If yes, then complete the following:
Effective date ofJPA Membership: JPA Certificate No -
Name and Title ofJPA Executive Omcer:
Name of Joint Powers Authority Agency:
Mailing Address ofJPA:
City:
Telephone Number:
State:
Zip + 4:
PROPOSED CLAIMS ADMINISTRATOR
Who will be administering your agency's workers' compensation claims? (check one)
✓ JPA will administer, JPA Certificate No.:
Third party agency will administer, TPA Certificate No.: 345
r Public entity will self administer r insurance carrier will sell administer
Name of Individual Claims Administrator:
Kevin Conley
Name of Administrative Agency:
Carl Warren & C'ompany
Mailing Address:
10509 Vista Sorrento Pkwy. Suite 420
City: State: Zip + 4:
San Diego, CA 92121
Telephone Number: `458-526-133$
866-254-4423
FAX Number:
67
Page 3
one(1)
Number of claims reporting locations to be used to handle the agency's claims:
Will all agency claims be handled by the administrator listed on previous page? r Yes 7 No
AGENCY EMPLOYMENT
Current Number of Agency Employees: 310 including FT/PT Project Staff
Number of Public Safety Officers (law enforcement, police or fire): 0
Ifa school district, number of certificated employees: N/A
Will all agency employees be included in this self insurance program? I Yes 7 No
If no, explain who is not included and how workers' compensation coverage is to be provided to the excluded
agency employees:
INJURY AND ILLNESS PREVENTION PROGRAM
Does the agency have a written Injury and Illness Prevention Program?
Individual responsible for agency Injury and Illness Prevention Program:
Name and Title:
Roberto Cardenas
11 Yes 7 No
Company or Agency Name:
City of Temecula
Mailing Address:
41000 Main St.
City:
Temecula, CA 92590
State: Zip -1- 4:
Telephone Number: 951-693-3944
SUPPLEMENTAL COVERAGE
Will your self insurance program be supplemented by any insurance or pooled coverage under a standard workers' compensation
insurance policy? 7 YesjX No
If yes, then complete the following:
Name of Carrier or Excess Pool:
Policy Number:
Effective Date of Coverage:
68
Page 4
Will your self insurance program be supplemented by any insurance or pooled coverage under a specific excess workers'
compensation insurance policy? rX Ycs I- No
If yes, then complete the following:
Name of Carrier or Excess Pool:TBD
Policy Number: TBD
7-1-14
Effective Date of Coverage:
Retention Limits:
$500,000
Will your self insurance program be supplemented by any insurance or pooled coverage under an aggregate excess (stop loss)
workers' compensation insurance policy? E Ycs IR No
If yes, then complete the following:
Name of Carrier or Excess Pool:
Policy Number:
Effective Date of Coverage:
Retention Limits•
RESOLUTION OF GOVERNING BOARD
See Attached Resolution -Page 5
CERTIFICATION
The undersigned on behalf of the applicant hereby applies for a Certificate of Consent to Self Insure the payment of
workers' compensation liabilities pursuant to Labor Code Section 3700. The above information is submitted for the
purpose of procuring said Certificate from the Director of Industrial Relations, State of California. If the Certificate is
issued, the applicant agrees to comply with applicable California statutes and regulations pertaining to the payment of
compensation that may become due to the applicant's employees covered by the Certificate.
Signature of Authorized Official: Date:
6/24/14
Typed Name:
Aaron Adams
Title:
City Manager
Agency Name:
City of Temecula
Seal
(Emboss seal above or Notarize signature)
69
Page 5
RESOLUTION NO.:
DATED: 6-24-2014
A RESOLUTION AUTHORIZING APPLICATION
TO TI -LE DIRECTOR OF INDUSTRIAL RELATIONS, STATE OF CALIFORNIA
FOR A CERTIFICATE OF CONSENT TO SELF INSURE
WORKERS' COMPENSATION LIABILITIES
At a meeting of the Board of City Council
(enter title)
of the City of Temecula
(enter natne of public agency,. district)
municipal corporation
a organized and existing under the laws of
(enter type of agency)
the State of California, held on the 24 day of June
following resolution was adopted:
2014
, the
RESOLVED, that theCity Manager
(enter position titles)
be and they are hereby severally authorized and empowered to make application to the Director of Industrial
Relations, State of California, fora Certificate of Consent to Self Insure workers' compensation liabilities
on behalf of the
City of Temecula
(enter name of district)
and to execute any and all documents required for such application.
1, Maryann Edwards . the undersignedtayor
city council (enter name)
of the Bearei•ofthe said City of Temecula
(enter title)
(enter name of agency)
municipal corporation Mayor
a , hereby certify that I ant the
(alter type of vency )
pal corporation
of said mimic
(outer tido)
, that the foregoing is a full, true and correct copy of the resolution duly
(enter type of agency?
City Council City Council
passed by the Roardl at the meeting of said Rea.r.d held on the day and at the place herein specified and that said resolution has
never been revoked, rescinded, or set aside and is now in full force and effect.
IN WITNESS WHEREOF: I HAVE SIGNED MY NAME AND AFFIXED THE SEAL OF THIS
Seal
City of Temecula
24
THIS
(mei" type ersgency)
DAY OF June
2014
(Signature)
70
Commercial Insurance Proposal
,••,41.1‘7"`"?.—
Brown41,1'`"?.
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806• (800) 228-7975
Brown & Brown Insurance Services of California
Spectrum Service
Brown & Brown Insurance Services of California is happy to offer all clients a full suite
of service not only for your business but also for your personal insurance needs.
Spectrum Service provides protection in the following areas:
Yes
Employee Benefits
Medical, dental, vision, life and disability for your employees
No
Yes
Yes
Yes
Yes
Personal
Homeowners, auto, collectibles and more
Contingency Planning
Life/Disability/Long Term Care
Business Perpetuation
Buy-Sell/Key Man
Financial Planning
Estate/Asset Protection • Retirement/Investment Planning
No
No
No
No
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
June 11, 2014
71
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
Insurance Proposal Submitted For:
City of Temecula
PROPERTY, EARTHQUAKE & FLOOD/
DIFFERENCE IN CONDITIONS, AUTOMOBILE PHYSICAL DAMAGE AND
CRIME INSURANCE PROPOSAL
(Extension of Existing Coverage)
Policy Term:
Existing Coverage: 02/26/2014 to 02/26/2015
(Extension from 02/26/2015 to 07/01/15)
Submitted by:
Mike Bush
Senior Vice President
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
1 Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Thank you for inviting us to develop and present a Risk Solution Program to you. We welcome the
opportunity to become involved with your company. We have worked to identify your needs and
concerns, and to develop a program for your insurance. Brown & Brown, Inc. is the seventh largest
independent agency organization nationally.1 The company provides a variety of insurance
products and services to corporate, institutional, professional and individual clients. Headquartered
in Daytona Beach and Tampa, Florida, Brown & Brown is publicly traded on the New York Stock
Exchange (BRO) and has been included in Forbes' list of the "200 Best Small Companies in
America". The company handles clients' premiums in excess of $10 Billion annually and has
approximately 6,500 employees.
While size is not the sole criteria for choosing an insurance agent, it does enable us to offer our
clients clout in the marketplace and unmatched service capability.
Please feel free to visit our website at www.bbinsurance.com.
This brief description of insurance coverage is being provided as an accommodation only and is
not intended to cover or describe all policy terms. For more complete information on the scope and
limits of coverage please refer to the policy document.
As listed in Business Insurance magazine, July 1 8, 201 1 edition
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
2
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
Account Executive
Mike Bush
(714)221-1853 phone
(714) 221-4143 fax
mbush@bbsocal.com email
Mike Bush is responsible for overseeing all aspects of your program.
Peggy L. Coleman
Account Manager
(714)221-1883 phone
(714) 221-4143 fax
pcoleman@bbsocal.com
Peggy L Coleman will assist with the daily servicing of your account,
including endorsements, certificate requests, client services, program
design, accounting, quality assurance and market relationships.
Judith Villalobos (Backup)
Account Manager
(714)221-1828 phone
(714) 221-4128 fax
jvillalobos@bbsocal.com
Feel free to contact anyone on this list if you have questions or concerns
regarding your insurance policy.
ly. Please refer to the policy for actual terms/conditions.
be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
IMPORTANT NOTICE
DISCLAIMER
Disclaimer: This proposal presented is based upon the exposures to loss made known to the
agency. Any changes in these exposures (i.e. new operations, new products, additional state of
hire, etc.) need to be promptly reported to our agency in order that proper coverage(s) may be put
in place.
The proposal contains only a general description of the coverage(s) and does not constitute a
policy / contract. This brief description of insurance coverage is being provided as an
accommodation only and is not intended to cover or describe all policy terms. For more complete
information on the scope and limits or coverage, please refer to the policy document.
The proposal includes, but is not limited to, the terms, exclusions and conditions listed. For
complete policy information, including exclusions, limitations and conditions, refer to the policy
document.
II
Non -Admitted Carrier
Taxes: $Per Section
Fees: $Per Section
Minimum Earned Premium: Per %
Section
Higher Limits may be available upon request V Premiums may be subject to audit
Premiums include Terrorism Coverage except for DIC coverage.
Policy Type
Carrier
Rating
Property, APHD, Crime
Travelers Insurance Companies
A+XV;
(Admitted)
Earthquake &
Flood/Difference in
Conditions
See Earthquake Section for Carriers
Ratings and Taxes/Fees
Please read your policy for specific details.
The information obtained from A.M. Best's Rating is not in any way a warranty or guaranty by Brown &
Brown, Inc. of the financial stability of the insurer and this information is current only as of the date of
publication.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
4
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
A.M. Best Rating of Proposed Carriers
General Rating:
These rating classifications reflect BEST's opinion of the relative position of each company in
comparison with others, based upon averages within the Property -Casualty insurance industry.
They are reflective of overall company services and standing within the industry.
A++, A+
Superior
B++
Very Good
C++, C+
Fair
A, A-
Excellent
I B, B-
Good
I C, C-
Marginal
Financial Size Category:
The financial Size Category is an indication of the size of an Insurer and is based on reported
Policyholders' surplus plus conditional or Technical Reserve Funds, such as mandatory securities
valuation reserve, other investment and operating contingency funds and/or miscellaneous
voluntary reserves in liabilities.
Financial Size Category (in Thousands)
Class I
Up to
$1,000
Class II
$1,000
to
$2,000
Class III
$2,000
to
$5,000
Class IV
$5,000
to
$10,000
Class V
$10,000
to
$25,000
Class VI
$25,000
to
$50,000
Class VII
$50,000
to
$100,000
Class VIII
$100,000
to
$250,000
Class IX
$250,000
to
$500,000
Class X
$500,000
to
$750,000
Class XI
$750,000
to
$1,000,000
Class XII
$1,000,000
to
$1,250,000
Class XIII
$1,250,000
to
$1,500,000
Class XIV
$1,500,000
to
$1,750,000
Class XV
$1,750,000
to
$2,000,000
This information has
been provided to you so
that consideration is
given to the financial
condition of our
proposed carriers. The
financial information
disclosed is the most
recent available to
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
5
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Claims Reporting Guidelines
Make Brown & Brown, Inc. aware of any and all incidents immediately after they occur, whether it
be an auto accident, a theft, slip & fall, even a minor incident that appears will have no future
activity. Do not wait for a police report.
Gather as much concrete information as possible. For example, police reports, company incident
reports, conversation logs, medicals and pictures - anything that may assist in the handling of your
claim. Send this information either by mail, e-mail or fax to:
Brown & Brown Insurance Services of CA, Inc.
2401 E. Katella., Suite 550,
Anaheim, CA 92806
(714)221-1883
(714) 221-4196 fax
pcoleman@bbsocal.com
If you have any questions or incur any problems, please call our office and we will be glad
to assist in any way we can.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
6
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
What is an Audit?
Policies which use fluctuating values as the exposure basis, i.e.: payroll or sales are subject to an
audit. The company may visit your business to examine your records or ask you to complete a
voluntary "mail in" audit. If at the time of the audit your exposures are different from what you
estimated at the time your policy was written, you will receive a return premium credit or an
additional premium billing.
If you subcontract any work, it is essential that the subcontractor provide you with a Certificate of
Insurance indicating that insurance coverage is in place for General Liability, Workers
Compensation, and Automobile Liability. If at the time of audit you do not have evidence of
insurance from your subcontractors, you will be charged an additional premium for the payroll of
the subcontractor on your policies. We recommend you require subcontractors to carry insurance
via a contract.
Audits that generate an additional premium are due upon receipt. It is important that you review
audits as soon as you receive them and advise us of any discrepancies in the exposures
immediately so that we may inform the insurance carrier. If payment of the audit is not received by
the insurance company on a timely basis, your coverage may be canceled and could adversely
affect the future placement of insurance coverage.
We recommend that you review the actual exposures as compared to your estimated exposures
quarterly and advise us of any significant variance.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
7
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Important Information
Compensation: In addition to the commissions or fees received by us for assistance with the placement,
servicing, claims handling, or renewal of your insurance coverages, other parties, such as excess and
surplus lines brokers, wholesale brokers, reinsurance intermediaries, underwriting managers and similar
parties, some of which may be owned in whole or in part by Brown & Brown, Inc., may also receive
compensation for their role in providing insurance products or services to you pursuant to their separate
contracts with insurance or reinsurance carriers. That compensation is derived from your premium
payments. Additionally, it is possible that we, or our corporate parents or affiliates, may receive contingent
payments or allowances from insurers based on factors which are not client -specific, such as the
performance and/or size of an overall book of business produced with an insurer. We generally do not know
if such a contingent payment will be made by a particular insurer, or the amount of any such contingent
payments, until the underwriting year is closed. That compensation is partially derived from your premium
dollars, after being combined (or "pooled") with the premium dollars of other insureds that have purchased
similar types of coverage. We may also receive invitations to programs sponsored and paid for by insurance
carriers to inform brokers regarding their products and services, including possible participation in company -
sponsored events such as trips, seminars, and advisory council meetings, based upon the total volume of
business placed with the carrier you select. We may, on occasion, receive loans or credit from insurance
companies. Additionally, in the ordinary course of our business, we may receive and retain interest on
premiums you pay from the date we receive them until the date the premiums are remitted to the insurance
company or intermediary. In the event that we assist with placement and other details of arranging for the
financing of your insurance premium, we may also receive a fee from the premium finance company.
Questions and Information Requests: Should you have any questions, or require additional information,
please contact this office at 1-800-228-7975 or, if you prefer, submit your question or request online at
www.bbsocal.com
This proposal contains only a general description of the coverage(s) and does not constitute a policy/
contract. For complete policy information, including exclusions, limitations, and conditions, refer to the policy
document. This proposal is based upon the exposures to loss made known to the Agency. Any changes in
these exposures (i.e., new operations, new products, additional states of hire, etc.) need to be promptly
reported to us in order that proper coverage(s) may be put into place.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
8
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Wholesale Broker/Managing General Agent:
Swett & Crawford
This intermediary is is not owned in whole or part by Brown & Brown, Inc., the parent
company of Brown & Brown Insurance Services of California, Inc, Brown & Brown entities operate
independently and are not required to utilize other companies owned by Brown & Brown, Inc., but
routinely do so. In addition to providing access to the insurance company, the Wholesale Insurance
Broker/Managing General Agent may provide additional services including, but not limited to:
underwriting, loss control, risk placement, coverage review, claims coordination with insurance
company; and policy issuance. Compensation paid for those services may be up to 15% of the
premium you pay for coverage, and any compensation paid for those services is derived from your
premium payment. The Fee, if any, for the Wholesale Insurance Broker's/Managing General
Agent's services above is $0.00.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
9
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
row
INSURANCE
Named Insureds
The following are named insureds on your policies:
City of Temecula
Temecula Community Services District
Oversight Board and The Successor Agency to the Temecula
Redevelopment Agency
Redevelopment Agency of the City of Temecula
Temecula Public Financing Authority
Temecula Housing Authority
Please verify the accuracy of each name on this list and update if needed.
Location Schedule:
Loc #
Bldg. # Address Description
All City Operations
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
10
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
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rown
INSURANCE
PROPERTY
(Incl. Business Interruption, Boiler &
Machinery, Inland Marine, Fine Arts, EDP)
♦ Statement of Values
♦ Premium Summary
♦ Marketing Results
Valuation:
Replacement Cost Coverage
Actual Cash Value Coverage (Replacement Cost - depreciation)
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
11
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
An Explanation of
PROPERTY
BUILDINGS: (Real Property) Buildings or structures including extensions,
fixtures, machinery and equipment constituting a permanent part of the
building, building service equipment and supplies.
CONTENTS: (Personal Property) All business property including stock,
fixtures, equipment while in the building or in the open within 100 feet of
the premises.
IMPROVEMENTS & BETTERMENTS: Alterations or additions to any building
not owned by insured.
BUSINESS INCOME: Reimburses insured for loss of income resulting
directly from interruption of business caused by damage to or
destruction of real or personal property, by perils insured against.
The company is liable for the actual loss of net income that would have
been earned or incurred and continuing normal operating expenses
including payroll.
This form of insurance provides "disability Income" for your business and
the function of it is to replace the operating income of your business
during the period when damage to the premises or other property
prevents this from being earned. It is from your operating income that
your business meets expenses of payroll, light, heat, advertising,
telephone, etc., and from which is derived your profit.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
12
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
This form is subject to coinsurance of either 50%, 60%, 70%, 80%, 90%,
100% or 125%.
MAXIMUM PERIOD OF INDEMNITY: Provides loss of income the same as
business income except that coverage is limited to 120 days and is not
subject to coinsurance.
MONTHLY LIMIT OF INDEMNITY: Provides loss of income based on
insured's highest monthly loss times length of maximum down time. Not
subject to coinsurance.
EXTRA EXPENSE: If your building was rendered untenantable by fire or by
any other insured peril, it would probably be deemed necessary to secure
other quarters to continue operations. However, the use of such
buildings would undoubtedly involve many extra expenses such as rents,
installation of telephones, etc. Extra Expense Coverage would provide
the necessary money for such expenditures.
CONTINGENT BUSINESS INTERRUPTION: Indemnifies the insured for loss
of gross earnings and continuing charges and expenses resulting directly
from necessary interruption of his business due to damage to or
destruction of (a) Contributing properties which are firms supplying raw
materials or parts to the insured and (2) Recipient properties which are
firms to which products of the insured are furnished.
AGREED VALUE ENDORSEMENT: An agreement made by the insured
company that they will waive the coinsurance clause on specified property
if a loss caused by an insured peril occurs after the date of the
endorsement and prior to the expiration of the policy.
If this endorsement is not extended by endorsement beyond the
expiration date the Coinsurance Clause is automatically reinstated.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
13
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
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INSURANCE
VALUE REPORTING FORM: If your stock values fluctuate from month to
month, this is the most feasible plan you can have as you report exact
amount of exposure present. This policy is written subject to the 100%
Coinsurance Clause and the values are adjusted at the end of each year.
You will either receive a return premium or an additional premium,
depending upon the average value reported. The deposit premium is
based on 75% of the face amount of insurance shown.
PLATE GLASS: "All Risk" of direct physical loss. Includes the expenses of
repairing frames, installing temporary plates, or boarding up opening.
Coverage is for Full Replacement Cost, less deductible.
EMPLOYMENT DISHONESTY: This covers loss of money, securities or
property belonging to the insured or for which the insured is legally liable
due to employee dishonesty. Burden of proof rests with the insured.
Policy does not cover inventory losses based on an inventory computation
or a profit and loss computation, unless the insured can prove through
evidence wholly apart from such computation that the loss was sustained
through dishonest acts of employees. Under Blanket Position Bond each
employee is bonded for policy limit, while under Commercial Blanket
Bond the policy limit applies regardless of the number of employees
involved.
MONEY & SECURITIES BROAD FORM: The company pays for loss of money
and securities by the actual destruction, disappearance or wrongful
abstraction of same from within the premises or while being conveyed by
a messenger outside the premises.
ACCOUNTS RECEIVABLE: "All Risk" protection is provided which includes
the following perils: fire, lightning, windstorm, hail, riot, civil
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
14
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
commotion, strikes, explosion, aircraft, vehicle damage, collapse of
building by weight of ice, snow or sleet, vandalism and malicious
mischief, burglary and theft and other perils not excluded by the policy.
The intent of this insurance, if any of the above losses occur, is to
provide coverage for the following:
• All sums due you from customers, provided you are unable to effect
collection thereof as a direct loss or damage to records of accounts
receivable.
• Interest charges on any loan to offset impaired collections pending
repayment of such sums made collectable by such loss or damage.
• Collection expense in excess of normal collection cost made necessary
because of such loss or damage.
• Other expense, when reasonably incurred by you in re-establishing
records of accounts receivable following loss or damage.
INSTALLATION FLOATER: Covers materials and supplies destined to be
installed or erected while in transit or at a job site.
Tools and equipment of the insured and property at owned or rented
premises is excluded.
NEON SIGN COVERAGE: Policies are written on "All Risk" basis, subject to
the following exclusions:
• Wear and tear and gradual deterioration
• Loss caused by installation
• Mechanical breakdown
• Loss caused by dampness of atmosphere
• Loss caused by war
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
15
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
• Loss caused by nuclear reaction
VALUABLE PAPERS: Valuable papers means written, printed, or otherwise
inscribed documents and records, including books, maps, films,
drawings, abstracts, deeds, mortgages and manuscripts. Valuable papers
would cover the cost of research to reconstruct damaged records, as well
as the cost of new paper and transcription. It is an "All Risk" form.
This endorsement does not apply to the following:
• Fraudulent or dishonest acts by the insured
• Loss resulting directly from errors or omissions in processing or
copying the valuable paper
• Wear, tear, gradual deterioration, vermin, or inherent vice
• Loss due to electrical or magnetic injury, or erasure of electronic
recordings except by lightning
• Loss due to nuclear reaction
• Loss caused by warlike action
• Loss of property held as samples or for sale or for delivery after sale.
CONTRACTORS TOOLS & EQUIPMENT: A floater used to cover a wide
variety of movable equipment. Coverage can include small items such as
hand tools, i.e., hammers, circular saw, jig -saw, pumps, etc.
EQUIPMENT FLOATER: A floater used to cover a wide variety of owned
and rented equipment. Coverage can also include equipment rented to
others. See your specific form for details.
COMPUTER:
MEDIA - magnetic tapes, discs, drums, or other materials on which
data are recorded.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
16
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
EQUIPMENT - machinery used to read and produce information kept
on the media.
LOSS OF INCOME - when normal operations are curtailed because of
damage to or destruction of the equipment or the media.
EXTRA EXPENSE - additional cost incurred by an insured in its attempt
to conduct business on a normal basis after damage or destruction of
its processing system.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
17
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
An Explanation of
SPECIAL FORM
COVERS ALL DIRECT CAUSES OF LOSS, SUBJECT TO, BUT NOT LIMITED TO,
THE FOLLOWING EXCLUSIONS:
➢ Explosion of steam boilers
➢ Voluntary parting via trick or device
➢ Mysterious disappearance or inventory shortage
• Wear and tear
y Loss caused by birds, insects, rodents or other animals
Mechanical breakdown
➢ Artificially generated electrical currents
➢ Continuous or repeated seepage or leakage of water over a period of
14 days or more
• Smog
➢ Dishonest act or omission by an insured, employee, volunteer or
authorized representative
• Rust, corrosion, fungus, decay, deterioration or latent defect
➢ Earth movement
Dampness or dryness of atmosphere, extremes of temperature
• Water leakage from failure to protect from freezing
Flood - surface waters or water which backs up through sewers or
drains. Water below the surface of the ground, including that which
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
18
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
exerts pressure or flows, seeps or leaks through sidewalks, driveways,
foundations, walls, basement or other floors, or through any opening.
➢ Governmental Action
➢ Nuclear Hazard
➢ War
• Power Failure
➢ Building Ordinance
• Rain, snow, ice or sleet to personal property in the open
➢ Release of contaminants
➢ Setting or cracking
• Marring or scratching
• Smoke, vapor or gas from agricultural smudging or industrial
operations
• Collapse except as provided by additional coverage
➢ Failure to act, inadequate planning, or defective design, materials, or
maintenance
A SPECIAL FORM provides much broader coverage than a BASIC or BROAD
PERILS policy in lieu of a limited number of perils insured against under
the BASIC or BROAD PERILS policy. The SPECIAL FORM places the burden
on the insurance company to pay any loss that is not specifically
excluded in the policy contract.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
19
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
What is Co -Insurance?
The co-insurance clause is found in almost every property policy. It states that the insurance
company will not pay the full amount of any loss if the covered property is, for whatever reason,
covered for less than the required insurable value at the time of loss. Required insurable value
equals the value of the covered property at the time of loss multiplied by the coinsurance amount.
Examples of Co-insurance at 80%:
Building Value Insurance Carried
Loss Insurance Pays
$100,000
$100,000
$60,000
$60,000
$100,000
$80,000
$60,000
$60,000
$100,000
$70,000
$60,000
$52,500*
*Amount carried (70,000) x Loss — Deductible = Recovery
Amount
Amount Required (80,000)
Ordinance or Law Coverage:
Coverage is provided when the insured is required by enforcement of building, zoning or land use
ordinance or law to repair, replace or demolish a covered building property.
Description of Coverage:
Coverage
Limits of Coverage
A. Loss to the undamaged portion of the building allows a partially
damaged building to be valued as a total loss
B. Demolition Cost
C. Increased Cost of Construction
OR:
Blanket Limits Coverage B and C.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
20
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
PREMIUM SUMMARY
PROPERTY (EXCLUDING EARTHQUAKE & FLOOD)
Machinery Breakdown
Building & Business
Personal Property
Business Income
w/Extra Expense
EDP Property on Prem
Fine Arts - AOL
Fine Arts in Transit
Fine Arts on Premises
Personal Property
Personal Property -
AOL
Scheduled Personal
Property
Valuable Papers on
Premises
Total Property:
2009/20 2010/2011
10
$8,218 $10,214
$65,391 $72,105
NOTES:
Included Included
Included
Included
Included
Included
Included
Included
Included
Included
$73,609
Included
Included
Included
Included
Included
Included
Included
Included
$82,319
2011/2012 2012/20 2013/20 2014/20
13 14 15
Included Included Included Included
$91,271 $110,708 $121,306 "128,868
Included Included Included Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included Included Included Included
Included Included Included Included
$91,271 $110,708 $121,306 $128,868
a) COMBINED SCHEDULED BUILDING &
PERSONAL PROPERTY VALUES
2006
2007
2008
2009
2010
$52,565,750
$68,915,750
$80,801,938.
$80,590,138
$100,548,991
.1248
.1109
0974
.0913
.0819
2011
2012
2013
2014
$1 39,147,695
142,437,895
143,51 1 ,895
145,846,895
.0656
.0777
.0871
.0883*
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
21
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Premium for 2-26-14 to 2-26-15: $128,868
(Extension Premium for Period 2-26-15 to 7-1-15 = $128,868 X .342
Pro -Rata Factor) = $44,073.
2014 Value Increase: 1.63% (*Includes Playground Equipment)
b) Rate Increase: 4.5% (Travelers)
c) Premium Increase: 6.2% (Travelers)
Includes:
1 .63% Value increase & 4.5% rate increase for Travelers
(1 .0163 x 1 .045 = 1 .062 ) Travelers
"Terrorism included at $3,748 (Travelers)
PREMIUM PAYMENT OPTIONS
1. Payment in Full
2. 4 Payments - 25% due at inception, 25% due at 4th, 7th, & 1 Oth month
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
22
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
MARKETING RESULTS
PROPERTY (EXCLUDING EARTHQUAKE, FLOOD & AUTOMOBILE PHYSICAL
DAMAGE)
Travelers Insurance Company $128,868
2014 A.M. Best Rating: A+: XV; Admitted
Chubb
2014 A.M. Best Rating: A++: XV; Admitted
Fireman's Fund Insurance Company
2014 A.M. Best Rating: A: XV; Admitted
Chartis Insurance Company
2014 A.M. Best Rating: A: XV; Admitted
Hartford Insurance Company
2014 A.M. Best Rating: A: XV; Admitted
$1 35,000+
Cannot cover
Auto Physical
Damage
Cannot cover
Auto Physical
Damage
Unable to
Compete with
Incumbent
Pricing
Not a Market for
Municipalities
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
23
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
Allied Insurance
2014 A.M. Best Rating: A: XV; Admitted
Crum & Forster Insurance Comapny
2014 A.M. Best Rating: A: XII; Admitted
Golden Eagle Insurance Company
2014 A.M. Best Rating: A: XV; Admitted
Philadelphia
2014 A. M. Best Rating: A++; XV; Admitted
Unable to
compete with
incumbent
pricing
No California
Business
Not a Market for
Municipalities
$1 38,976;
Cannot cover
Auto Physical
Damage
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
24
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
row
INSURANCE
DIC
(Including Earthquake & Flood)
♦ Statement of Values
♦ Premium Summary
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
25
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
DIFFERENCE IN CONDITIONS
Coverage:
Interests Covered:
Limits:
Sublimits:
Deductible:
Conditions:
DIC, including Earthquake (Not Including Earth
movement), Flood & Earthquake Sprinkler Leakage
Buildings, Business Income, Contents, Electronic Data
Processing, Extra Expense, Improvements & Betterments,
Stock and Valuable Papers
$35,000,000 Per Occurrence & in the Annual Aggregate
(last year: separately as respects Earthquake, Flood &
35,000,000) Earthquake Sprinkler Leakage
5,000,000 Building Ordinance, Increased Cost of
Construction & Demolition
7,100,000 Valuable Papers & Records
$500,000 Property of Others
$500,000 Owned Property at Other Locations
$50,000 Per Occurrence, all perils except
5.0% Per Unit of Insurance for Earthquake &
Earthquake Sprinkler Leakage(including
Time Element as a unit), subject to a
$50,000 minimum per Occurrence
$100,000 Per Occurrence Flood Except:
2% Per location with a $500,000 Minimum Per
Occurrence for Flood Zone A, V & Shaded X
TERM: 12 Months (Quoted)(with 4 month or
16 month pro -rata options)
EFFECTIVE DATE: 2-26-14
VALUATION: Replacement Cost except Actual Loss
Sustained on Time Element
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
26
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Subject to:
Premium:
COINS: Nil
VALUES: $1 53,849,497(Last Year $147,241,345)
WARRANT: All Risk Underlyer
• Debris Removal Clause
• Receipt of Terrorism Disclosure Notices, prior to
binding.
• Locations marked "X", per DIC Schedule attached
• Loss Control Survey
$236,250
$7,592 Surplus Lines Tax/Fee & Policy and Intermed.
1 ,000 Fees
Policy Cat Fee (Fully Earned)
$244,842 Total (See Alternate Limits Quote)
Premium for 2-26-14 to 2-26-15: $244,842
(Extension Premium for Period
2-26-1 5 to 7-1-15 = $244,842 X .342
Pro -Rata Factor) = $83,736
Rates: Various
Cancellation: 30 days Notice of Cancellation except 10 days for non-
payment of premium.
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
27
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
*Unit of Insurance
a) Each separate Building or Structure
b) Contents in each separate Building or Structure
c) Property in Yard
d) Business Income/Extra Expense
Valuation: Replacement Cost: Property Damage & Stock Valuation;
Actual Loss Sustained: Time Element including Extra
Expense
Terrorism/TRIA: TRIA (Terrorism Risk Insurance Act), Empire Indemnity
Co. is offering coverage for annual additional premium
of $73,125 + $3.2% Taxes/Fees. Princeton E & S,
Hiscox, QBE & Ironshore-TRIA-Offered @ 45,000 +
Optional Increase in 3.2% Taxes & Fees. Must have declination/ acceptance
Occurrence & Annual of offer at time of binding.
Aggregate Limit
a) 10,000,000 Excess over $35,000,000. Premium:
$1 5,000 + .032 Taxes and Fees + Policy Cat Fee
of $200.
Participating Company
Participatio
n
Layer
Premium
Taxes & Fees
Empire Indemnity Ins.
100%
$10,000,000
$146,250
$200.00 Policy
Company
Cat Fee;
2014 A.M. Best Rating: A+:
$4,686
XV; Non -Admitted
100%
$25,000,000
$80,000
SLT/Fee
xs
Princeton E & S
$10,000,000
$800.00 Policy
2014 A.M. Best Rating: A+:
Cat Fee;
XV
$2,905.60
Non -Admitted
SLT/Fee
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
28
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Hiscox
2014 A. M. Best Rating: A:
XII
Admitted
QBE Specialty
2014 A. M. Best Rating: A:
XV
Non -Admitted
Ironshore/Ironshore Europe
2014 A.M. Best Rating: A:
XIV
Admitted/Non-Admitted
Note: Quote expires 30 days from quote date. Full
premiums and fees are due and payable 20 days from
inception.
25% MINIMUM EARNED PREMIUM ♦ 100% MINIMUM EARNED ON FEES
Major Terms & Conditions: Form: Company Form
Major Exclusions
Terrorism- (company form)(If declined) and (except as
provided under TRIPRA of 2007
Pollution (Company Form)
Nuclear, Biological, Chemical, Seepage
Asbestos/Contamination (Company Form)
War
Mold
Theft
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
29
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Additional Comments:
Flood -Locations located in 100 year flood plain, X500,
shaded X and B flood zones.
Boiler & Machinery
Electronic Data & Computer Systems (company form)
All Risk Perils (including windstorm)
Ensuing Loss
Building Ordinance, Excluded in excess layers, but will
allow losses to erode the aggregare.
Further Subject To:
Signed Terrorism Notice
Signed D-1 Form
THE EXCLUSION FOR FLOOD ZONE A, V & SHADED X
DOES NOT APPLY TO THE FOLLOWING LOCATIONS. IN
ADDITION, COMPANY(IES) AGREES THAT IF THERE IS
ANY CHANGE IN FLOOD ZONE DESIGNATIONS BY FEMA
TO ANY OTHER COVERED LOCATION UNDER THIS
POLICY THEY WILL AGREE TO COVER. THIS
AGREEMENT IS LIMITED TO CHANGES IN FLOOD ZONE
CLASSIFICATIONS MADE AFTER THE INCEPTION DATE
OF THIS POLICY.
1. 43200 Business Park Dr., Temecula, CA
2. 43230 Business Park Dr., Temecula, CA
3. 42081 Main Street, Temecula, CA
4. 42049-51 Main St., Temecula, CA
5. 28300 Mercedes, Temecula, CA
6. 2 Arches @ Old Town Temecula, Temecula, CA
(Flood Deductible for Flood Zones A, V, & Shaded X is 2% per location with a
500,000 minimum per occurrence.)
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
30
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Terms & Conditions(Other): Company Form plus mandatory forms and
endorsements; Excess follow form Including:
• 90 Days NOC except 10 days for non-payment of premium
• Warrant All Risk Underlyer
• Debris Removal Clause (Company Form)
• Excess Limit of Liability & Participation Clause (Company Form)
• Drop Down Clause applicable only to covered locations, perils and
interests
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
31
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
DIC PREMIUM SUMMARY
EARTHQUAKE & FLOOD
Annual Premium
Annual Premium
2014/2015
Insurance Company
2013 /2014
$236,250.00
Empire Indemnity Company*
$236,206.00
8,592.00
plus Taxes/Fees
7,764.99
$244,842.00
$871.01 Additional
$243,970.99
*For 2014/2015: Empire Indemnity + (See Participating Companies)
Premium Increase:
Value Increase:
(Total Insured Values)
244,842.00 = 0.0% (Increase)
243,970.99
153,849,497
1 47,241 ,345
= 4.5% (Increase)
Rate Decrease: 12.5% (Decrease)
2007 Total DIC Limit $15M Ded. 10% Values: 69,830,088 Premium:
209,137.50
2008 Total DIC Limit $25M Ded. 7.5% Values: 82,224,088 Premium:
145,467.48
2009 Total DIC Limit $25M Ded. 5% Values: 82,493,816 Premium:
1 58,992.34
�+t y�'rr?;f
to
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
32
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
2010 Total DIC Limit $25M Ded. 5%
179,818.50
2011 Total DIC Limit $35M Ded. 5%
238,138.50
2012 Total DIC Limit $35M Ded. 5%
249, 706.5 7
2013 Total DIC Limit $35M Ded. 5%
243,970.99
2014 Total DIC Limit $35M Ded. 5%
244,842.00
Note:
Values: 106,565,469 Premium:
Values: 147,004,595 Premium:
Val
Val
Val
ues: 147,242,345
ues: 147,241 ,345
ues: 1 53,849,497
Premium:
Premium:
Premium:
(a) Terrorism not included above, see options
(b) Premium increase of 0.0% (comprised of a value increase of 4.5%
and a rate decrease of 4.3%)
PREMIUM PAYMENT OPTIONS
1. Payment in Full
2. Premium Finance: 25% down payment and 9 monthly installments
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
33
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
OTHER MARKETING RESULTS
(Plus Taxes & Fees, where applicable)
Atlas
2014 A.M. Best Rating: TBD
Beazley
2014 A.M. Best Rating: A:VIII
Landmark American Insurance Company
2014 A.M. Best Rating: A: XIII
Limit Premium
Not Price
Competitive
Declined:
Underwriting
Reasons
$5,000,000 $250,000
(Primary) @ 10%
Ded.
ICAT Specialty Insurance Company(Lloyds Declined: Due
Syndicate) to TIV's too
2014 A.M. Best Rating: A: XIII high
Aspen Insurance Declined
2014 A.M. Best Rating: A: XV
Avondale
2014 A.M. Best Rating: TBD
Declined: Flood
Exposure
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
34
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Axis
2014 A.M. Best Rating: A+:XV
Berkley
2014 A.M. Best Rating: A+:XV
AWAC
2014 A.M. Best Rating: TBD
Not Price
Competitive
Indicated $193,000
$5 X $5
Not Price
Competitive
Arrowhead See Quote
2014 A.M. Best Rating: A+: XI
BRIT
2014 A.M. Best Rating: TBD
Commonwealth
2014 A.M. Best Rating: A-: X
ICW
2014 A.M. Best Rating: A-: IX
Alterra
E & S Insurance Company
2014 A.M. Best Rating: A: XV
Indicated $1 50,000
$5 X $5
Not Price
Competitive
Declined:
Flood
Exposure
Not Price
Competitive
Ironshore Not Price
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
35
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
2014 A.M. Best Rating: A: XIV
QBE
2014 A.M. Best Rating: A: XV
Liberty Int'I Underwriters
2014 A.M. Best Rating: TBD
Mt. Hawley
2014 A.M. Best Rating: A+: XI
Westchester
2014 A.M. Best Rating: A+: XV
Colony
2014 A.M. Best Rating: A: XII
Endurance
2014 A.M. Best Rating: A: XV
Houston Casualty
Competitive
(Except
Excess)
Declined: Too
Much Flood
Exposure
(Except
Excess)
Can only
consider
$5x$5
Not Price
Competitive
Not Price
Competitive
Can not write
Primary
Not writing
any EQ Zone B
locations
Declined:
Flood
Exposure
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
36
Commercial Insurance Proposal
to
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
2014 A.M. Best Rating: A+: XV
Scottsdale
2014 A. M. Best Rating: A+: XV
Maxum
2014 A. M. Best Rating: A-: VIII
Hudson
2014 A. M. Best Rating: A: XV
Declined:
Flood
Exposure
Declined:
Flood
Exposure
Declined:
Flood
Exposure
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
M b201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
37
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
AUTOMOBILE PHYSICAL DAMAGE
COVERAG E
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
M b201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
38
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
39
CITY OF TEMECULA
AUTO PHYSICAL DAMAGE SCHEDULE
Vehicle Description / ID No.
Cost
New
Comp
Ded
Coll
Ded
USE
L
1
1992 GMC MAC III Top Kick
w/Breathing Support
#1 GDP7H1J502955
$208,259
2,000
2,000
Fire
Truck
2.
1995 Sentry Pumper
#4ENRAAA8651004369
$206,005
2,000
2,000
Fire
Truck
3.
2002 Ford F550 (Medic Squad 73)
#1 FDAX56F92EB25749
$94,422
2,000
2,000
Medic
Squad
4.
2001 Ford 550 Super Duty Truck with
#1 FDAF56581 EA24722
Hydraulic Boom Hoist 4722
$80,097
2,000
2,000
Boom -
Hoist
Trk
5.
2002 Ford Truck #1 FDAF56F91 EB60874
$54,825
2,000
2,000
FRMT
6.
2003 Ford F550 Truck
#1 FDAF56F23EA941 99
$46,122
2,000
2,000
Stencil
Truck
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
39
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
'Z41$1
%own
rown
INSURANCE
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
40
Vehicle Description / ID No.
Cost
New
Comp
Ded
Coll
Ded
USE
7.
2002 Ford F550 7.3L Diesel
#1 FDAX56F03EB25804
$108,906
2,000
2,000
FRMT
8.
2004 KME Fire Aerial FT
#1 K9AF42884N058774
$724,000
2,000
2,000
Fire/
Aerial
Truck
9.
2004 Int'I Multi Purpose Utility Truck
#1 HTWNADT64J093129
$142,000
2,000
2,000
Utility
Truck
10.
2006 Freightliner Truck
#1 FVACWCS86HW91952
$85,000
2,000
2,000
Freight
liner
Truck
11.
2007 GMC Aerial Truck
#1 GDG5C1 G97F405242
$127,466
2,000
2,000
Aerial
Boom
Truck
12.
2005 Smeal Fire Engine
#4S7CT2D956C054456
$341,382
2,000
2,000
Fire
Engine
1 3.
2004 Charmac Trailer
#4RYC322094T110951
$50,000
2,000
2,000
Trailer
(Fire)
14.
2006 Eldorado Bus
#1GBA5V1E75F513455
$82,524
3,000
3,000
Bus
15.
2009 Ford F250 Pickup
#1 FTSX20Y59EA01537
(Scales) Enforcement Vehicle
$51 ,645
2,000
2,000
Vehicle
16.
2009 International Spaulding
#1 HTWCAAR29J 197473
$144,234
2,000
2,000
Patch
Truck
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
40
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Vehicle Description / ID No.
Cost
New
Comp
Ded
Coll
Ded
USE
17.
2012 Haulmark Trailer Incl Equipment-
Kodiak Cargo #16H PB 142 7CA041497
$1 5,244
2,000
2,000
Trailer
18.
2012 Haulmark Trailer Incl Equipment-
Kodiak Cargo #16HPB1426CA041491
$1 5,244
2,000
2,000
Trailer
19.
201 3 Chevrolet Van Tru
Express#1 GCEGTCG5D1 1 33947
$25,000
2,000
2,000
Van
Total Values $2,602,375
FRMT = Fire Rescue Medical Truck (No Transport)
Renewal Quote: Travelers Insurance Company
Premium for Automobile Physical Damage Coverage = 1 1 ,164- (.4290)
Expiring Annual Premium is 10,845* (.4167)
Premium for 2-26-14 to 2-26-15: $11,164
(Extension Premium for Period 2-26-15 to 7-1-15 = $11,164 X .342
Pro -Rata Factor) = $3,818
*Includes Terrorism
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/IM/AutoPhysDmg-DIC
June 12, 2014
41
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
CRIME
INSURANCE
CRIME COVERAGES
Current Carrier (Travelers Insurance Company)
DEDUCTIBLE
Limit
Employee Theft -Per Loss 500,000 5,000
(With Faithful Performance)
Forgery or Alteration 500,000 5,000
Theft of Money & Securities (Inside) and
Robbery & Safe Burglary -Other Property
(Inside)
Not Covered
In Transit (Outside) Not Covered
Money Orders & Counterfeit Currency Not Covered
Computer Fraud 500,000
5,000
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
42
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Computer Program & Electronic Data
Restoration Expense
Funds Transfer Fraud
Claim Expense
500,000
500,000
$5,000
Premium: $4,162
Premium for 2-26-14 to 2-26-1 5: $4,162
(Extension Premium for Period
2-26-15 to 7-1-15 = $4,162 X .342) = $1 ,423
5,000
5,000
0
Includes:
1 . Bonded Treasurer or Tax Collectors Exclusion Deleted Excess over
any Public Official Bond.
2. Bonded Employees Exclusion Deleted Excess over any Public
Official Bond.
Requires:
1. No Requirements
This FORM IS FOR /SSUSTRAT/ON Purposes only. Read your policy for specific details
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
43
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
PREMIUM SUMMARY
City of Temecula
Temecula Community Services District
Oversight Board and The Successor Agency to the Temecula
Redevelopment Agency
Redevelopment Agency of the City of Temecula
Temecula Public Financing Authority
Temecula Housing Authority
Crime Coverage: $4,162 (Travelers Insurance Company)
Last Year $4,001 (Travelers Insurance
Company)
Premiums include Terrorism
PREMIUM PAYMENT OPTION
Payment up front
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
44
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
%own
rown
INSURANCE
Total Premium for Extension 2-26-1 5 to 7-1-15
Extension Premium
Period 2-26-14 to 2-26-1 5 2-26-1 5 to 7-1-1 5
Property
(Page 22) $1 28,868 $44,073
Eartthquake $244,842 $83,736
& Flood
(Page 27)
Automobile $ 11,164
Physical Damage
(Page 41)
$ 3,818
Crime $ 4,162 $ 1,423
(Page 43)
$389,036 $133,050
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
M b201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
45
Commercial Insurance Proposal
Brown & Brown Insurance Services of CA, Inc. • 2401 E. Katella Ave., Suite 550, Anaheim, CA 92806 • (800) 228-7975
own
rown
INSURANCE
Brown & Brown Insurance Services of California
Spectrum Service
Brown & Brown Insurance Services of California is happy to offer all clients a full suite of service
not only for your business but also for your personal insurance needs. Spectrum Service provides
protection in the following areas:
Yes
Yes
Employee Benefits
Medical, dental, vision, life and disability for your employees
Yes
Yes
Yes
Personal
Homeowners, auto, collectibles and more
Contingency Planning
Life/Disability/Long Term Care
Business Perpetuation
Buy-Sell/Key Man
Financial Planning
Estate/Asset Protection • Retirement/Investment Planning
No
No
No
No
No
This proposal is for illustration purposes only. Please refer to the policy for actual terms/conditions.
Coverage cannot be considered bound until a binder has been received.
Mb201402Prop/I M/AutoPhysDmg-DIC
June 12, 2014
46
rown
rown
INSURANCE
Brown & Brown, Inc.
INSURANCE PROPOSAL
For
CITY OF TEMECULA
PUBLIC ENTITY GENERAL,
AUTOMOBILE, MANAGEMENT, EMPLOYMENT
PRACTICES, LAW ENFORCEMENT, EMPLOYEE
BENEFIT PLANS ADMINISTRATION & UMBRELLA
LIABILITY
Coverage Period:
7-1-14 to 7-1-15
Presented by:
Michael G. Bush
Senior Vice President
June 10, 2014
California Insurance License OB02587
2401 E. Katella Ave., Suite 550
Anaheim, CA 92806
P.O. Box 6989
Orange, CA 92863
714/ 221-1800
800/228-7975
714/ 221-4196 Fax
IMPORTANT NOTICE
DISCLAIMER
Disclaimer: This proposal presented is based upon the exposures to loss made known to the agency. Any
changes in these exposures (i.e. new operations, new products, additional state of hire, etc.) need to be promptly
reported to our agency in order that proper coverage(s) may be put in place.
The proposal contains only a general description of the coverage(s) and does not constitute a policy / contract.
This brief description of insurance coverage is being provided as an accommodation only and is not intended to
cover or describe all policy terms. For more complete information on the scope and limits or coverage, please
refer to the policy document.
The proposal includes, but is not limited to, the terms, exclusions and conditions listed. For complete policy
information, including exclusions, limitations and conditions, refer to the policy document.
Travelers Indemnity Company/Travelers Indemnity Company of Connecticut
[1 Non -Admitted Carrier Taxes & Fees: $ N/A
Minimum Earned Premium: N/A %
Higher Limits may be available upon request v Automobile Premium is subject to audit
based on a rate of TBD per vehicle unit
1.
Premiums include Terrorism Coverage Options
CARRIERS
Travelers Indemnity Company (Umbrella/Excess)
Travelers Indemnity Company of Connecticut
(Travelers Insurance Companies)
A.M. BEST RATING
A+: XV; Admitted
2. Travelers Indemnity Company (Umbrella/Excess) A+: XV; Admitted
3.
Please read your policy for specific details.
The information obtained from A.M. Best's Rating is not in any way a warranty or guaranty by Brown & Brown, Inc. of the financial stability
of the insurer and this information is current only as of the date of publication.
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
NAMED INSURED
City of Temecula
Temecula Community Services District
Oversight Board and The Successor Agency to the Temecula Redevelopment
Agency
Redevelopment Agency of the City of Temecula
Temecula Public Financing Authority
Temecula Housing Authority
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
PUBLIC ENTITY GENERAL, AUTOMOBILE, MANAGEMENT,
EMPLOYMENT PRACTICES, LAW ENFORCEMENT, EMPLOYEE
BENEFIT PLANS ADMINISTRATION & UMBRELLA LIABILITY
Discuss Markets Available
A. Major Carriers Providing Municipal Coverage
1. Travelers Insurance Company — See Proposal
2. Argonaut Insurance Company (Alteris) — Quoted
3. Chats (Lexington) Insurance Company — Cannot Match Expiring Retentions
4. Allied World Assurance Company — Indication
5. Underwriters at Lloyds of London — Quoted
6. Brit Insurance Company — Not Competitive at Retentions Requested
7. Markel American Insurance Company (Excess) — Quoted
8. lronshore Insurance Company (Excess) — Not Required
9. Munich American Insurance Company — Quoted
10. ACE Public Entity Insurance (Illinois Union Insurance Company) —
No Occurrence on Public Officials and Employment Practices Liability
11. Zurich Insurance Company
(Note — No longer writing Municipal Coverage in California)
12. Clarendon America Insurance Company
(Note — No Longer Writing Municipal Coverage)
II. Travelers Insurance Company
A. Policy Review (Per Expiring)
1. Occurrence Form (except Employee Benefit Plans Administration Liability —
Claims Made)
2. Exclusions - Review Individual Coverage Parts
Also Attached:
Coverage Part Public Entity General Liability: $1,000,000 Occurrence and
Aggregate (General Aggregate, Products Completed Operations Aggregate)
a. Back-up Sewers & Drains (Negligent Acts) k. Lead Exclusion
Included: $1,000,000 Limit 1. Unsolicited Communication Exclusion
b. Failure to Supply Utility Services Included: m. Terrorism Exclusion unless purchased
$1,000,000 Sublimit — Limited Coverage n. Healthcare Professional
c. Mold, Fungi, or Bacteria Exclusion Liability:EMT's, Nurses &
Social Services Professionals
d. Injury to Voluntary Firefighters Exclusion
Included
e. Injury to Fellow Employees Exclusion + o. Abuse or Molestation Coverage
Employers Liability Exclusion Included $1,000,000 OCC/
f. Medical Expense(Without Liability) $2,000,000 AGG
Exclusion p. Premises Damage 300,000 Limit
g. Eminent Domain and Inverse q. Property Damage Change/Intellectual
Condemnation Exclusion Property Exclusion
h. Asbestos Exclusion r. Discrimination Exclusion
i. War Exclusion s. Public Entity Xtend Endorsement
t. Pollution Exclusion
j. Employment Practices Liability Exclusion u. Consumer Financial Protection Laws
Exclusion
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
Also Attached:
Coverage Part Public Entity Law Enforcement Liability: $1,000,000
Occurrence and Aggregate
a. Injury to Employees and Volunteers Exclusion
b. Employment Related Practices Exclusion
Also Attached
Coverage Part Management Liability: ($1,000,000) Occurrence and
Aggregate
a. Healthcare Professional Services and Law Enforcement Activities
Exclusion
b. No Exclusion for Architects, Engineers or Lawyers
c. Eminent Domain Exclusion
d. Board Exclusions for Airports, Healthcare Facilities, Port Authorities,
Transit Authorities, Gas, Electric, Schools, School Districts and JPA's
Also Attached
Coverage Part Public Entity Employee Benefit Plan Administration
Liability:
$1,000,000 Occurrence and $3,000,000 Aggregate (Retroactive Date:
None)
Also Attached
Coverage Part Public Entity Employment Practices Liability:
($1,000,000) Occurrence and Aggregate
a. Declaratory, Injunctive or Other Non -Monetary Relief Costs (with duty to
defend government admin hearings seeking injunctive relief) Exclusion
b. Defense Expenses Included Within Limit of Liability
c. Damages include Attorneys' Fees of Person making claim if the
Protected Person is legally required to pay under the law which was
violated
d. Punitive Damages covered up to full policy limits, if allowed by law.
Also Attached
Coverage Part Public Entity Automobile Liability: $1,000,000 Occurrence
and No Aggregate
a. Injury to Volunteer Workers, including Volunteer Firefighters Exclusion
b. Injury to a Fellow Employee Exclusion
c. Professional Services Exclusion
d. Rate: TBD Per Power Unit (Auditable)
Also Attached
Coverage Part Public Entity Umbrella/Excess Liability: ($9,000,000)
Occurrence and Aggregate over Public Entity General (including Sexual
Abuse and Molestation), Law Enforcement, Employee Benefit Plan
Administration, Automobile Liability (only) (Aggregate does not apply to
Automobile Liability), and Employers Liability Occurrence and Aggregate
over preceding coverage, plus Public Entity Management and Employment
Practices Liability — SEE NOTE
a. Healthcare Professional Services Exclusion — Limited Following Form
Public Entities
b. Asbestos Exclusion
c. Mold, Fungi, or Bacteria Exclusion
d. Public Use of Property Exclusion (Eminent Domain)
e. Uninsured and Underinsured Auto Exclusion
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
f. Lead Exclusion
g. Unsolicited Communication Exclusion
h. Injury to Volunteer Firefighters Exclusion
i. Failure to Supply Utility Services Exclusion
j. Pollution Exclusion
k. Consumer Financial Protection Laws Exclusion
I. Terrorism Exclusion (unless purchased)
m. Property Damage Change/Intellectual Property Exclusion
n. War Exclusion
o. Discrimination Exclusion
p. Amendment of Contractual Liability Exclusion
q. Amendment of Watercraft or Aircraft Exclusion
r. Amendment of Damage to Property Exclusion
s. Amendment of Damage to Your Work Exclusion
NOTE: Retained Limit Any One Occurrence or Offense: $10,000
B. Limit of Liability — Per Coverage Parts above
C. The Limits of Liability are excess over the Self -Insured Retention
D. Defense Costs — Are within the Self -Insured Retention and within the Limits of
Liability.
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
III. Quotation
A. Travelers Indemnity Company; Travelers Indemnity Company of Connecticut
(Travelers Insurance Companies)
(A+: XV; Approved, Admitted)
B. Term: 7-1-14 to 7-1-15
C. Form: Occurrence
D. Limit/Coverage
Primary Coverage Premium*
$1,000,000 Per Event or Wrongful Act or Combination $217,705
of Event and Wrongful Act and $1,000,000 Total Limit
(Aggregate), Excess Over Self -Insured Retention
(S.I.R.) Public Entity General (Including Bodily Injury,
Property Damage, Personal Injury, Advertising Injury,
Products & Completed Work Liability), Health Care
Professional (EMT's, Nurses, Social Services
Professionals), Law Enforcement, Employment
Practices, Management, Automobile (No Aggregate),
and Umbrella Liability
$3,000,000 Total Limit (Aggregate) Per Wrongful Act
Public Entity Employee Benefit Plans Administration
Liability
$9,000,000 Per Event or Wrongful Act or Combination
of Event and Wrongful Act and $9,000,000 Total
(Aggregate) Excess over above underlying limits.
*Historically Purchased (Optional) Terrorism Risk
Insurance Act
Coverage: $2,177
E. Self -Insured Retention: $150,000 Each Event or Wrongful Act Including Loss &
Loss Expense
F. Previous Years' Premium Comparisons (not including taxes & fees)
(a}2000 (02001 (c)2002 (02003 (c)2004 (c)2005 (c)2006 (d)2007 (d)2008 (d)2009 (d)2010 (d)2011 (e)2012 to
7/114
Total Premium $102,999 $140,291 $199,000 $208,000 $202,000 $206,687 $195,000 $169,882 $157,684 $152,379 $160,961 $175,630 $197,914 +
114,988 =
$312,902
*Primary Limits Retention
(a) Limit -20 mil Occ/24 mil Agg GL; 20 mil occ/20 mil Agg E&O; 20 mil Auto Occ $ 50,000
(b) Limit -15 mil Occ/19 mil Agg GL; 15 mil occ/15 mil Agg E&O 15 mil Auto Occ $100,000
(c) Limit - 5 mil Occ/5 mil Agg Pers Inj Liab, Prod -Comp Ops, E&015 mil Auto Occ $150,000
(d) Limit — 5 mil Occ/5 mil Agg GL & Law Enforcement/5 mil Agg Management Liability
5 mil Agg EPL/5 mil Auto Occ $150,000
(e) & (f) Limit —10 mil Occ/10 mil Agg GL, Law Enforcement, Management and
EPL Liability/10 mil Auto Occ $150,000
* Includes Employment Practices Liability
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
Company
Travelers Ins. Co.
Argonaut Ins. Co. (Alteris)
Allied World Assurance Co.
Brit Insurance Co.
ACE Insurance Co.
Underwriters at Lloyd's
Markel American Ins. Co.
Munich American Ins. Co.
*Indication
Markets Approached
Premium
$219,882
$224,718
$249,895*
No Bid
Self -Insured Ret.
$150,000
$150,000
$150,000
$250,000
No Bid $200,000
$292,062 $250,000
$212,000 $150,000
$263,000 $250,000
Occurrence / Agg.
$10,000,000
$10,000,000
$10,000,000
Not Competitive at
Retentions Requested
Cannot offer Occ. Form on
Mgmt. and EPL. Liability
$10,000,000
$1,000,000
$10,000,000
rown
rown
INSURANCE
Important Information
Compensation: In addition to the commissions or fees received by us for assistance with the placement, servicing,
claims handling, or renewal of your insurance coverages, other parties, such as excess and surplus lines brokers,
wholesale brokers, reinsurance intermediaries, underwriting managers and similar parties, some of which may be owned in
whole or in part by Brown & Brown, Inc., may also receive compensation for their role in providing insurance products or
services to you pursuant to their separate contracts with insurance or reinsurance carriers. That compensation is derived
from your premium payments. Additionally, it is possible that we, or our corporate parents or affiliates, may receive
contingent payments or allowances from insurers based on factors which are not client -specific, such as the performance
and/or size of an overall book of business produced with an insurer. We generally do not know if such a contingent
payment will be made by a particular insurer, or the amount of any such contingent payments, until the underwriting year is
closed. That compensation is partially derived from your premium dollars, after being combined (or "pooled") with the
premium dollars of other insureds that have purchased similar types of coverage. We may also receive invitations to
programs sponsored and paid for by insurance carriers to inform brokers regarding their products and services, including
possible participation in company -sponsored events such as trips, seminars, and advisory council meetings, based upon
the total volume of business placed with the carrier you select. We may, on occasion, receive loans or credit from
insurance companies. Additionally, in the ordinary course of our business, we may receive and retain interest on premiums
you pay from the date we receive them until the date the premiums are remitted to the insurance company or intermediary.
In the event that we assist with placement and other details of arranging for the financing of your insurance premium, we
may also receive a fee from the premium finance company.
Questions and Information Requests: Should you have any questions, or require additional information, please contact
this office at 1-800-228-7975 or, if you prefer, submit your question or request online at www.bbsocai.com
This proposal contains only a general description of the coverage(s) and does not constitute a policy/ contract. For
complete policy information, including exclusions, limitations, and conditions, refer to the policy document. This proposal is
based upon the exposures to loss made known to the Agency. Any changes in these exposures (i.e., new operations, new
products, additional states of hire, etc.) need to be promptly reported to us in order that proper coverage(s) may be put into
place.
THIS FORM IS FOR ILLUSTRATION ONLY. READ YOUR POLICY FOR SPECIFIC DETAILS
7-1-14 to 7-1-15 City of Temecula Proposal
4,
VEHICLE SCHEDULE
`t
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14!15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
1
1992 GMC Top Kick Breathing Support(F)
1GDP7H1J502955
Yes
2
1995 Sentry Pumper (F)
4ENRAAA86S1004369
Yes
3
1996 Ford Utility Truck
1FTHX25HIVEA52787
4
1997 GMC Savana Van
1GTHG35R3V1034278
5
1997 GMC Sierra Pick-up
1GTHK34R7VF012996
6
1998 Patch Truck
1HTSCAAN8WH550494
7
1998 Ford Windstar Van (1-8 Pass.)
2FMZA5145WBD50410
Yes
8
1999 Dodge Ram Truck (TCC)
3B7HC12YXXG187157
9
1999 Chevy Pick -Up Truck
1GBGC24R3XR709218
10
1999 Chevy Pick-up
1GCGK29R7XF033865
11
1999 Dodge Ram Pick-up (TCC)
3B7HC12Y8XG187156
12
2000 Ford Ranger Truck
1 FTYR14X9YPA63039
13
2001 Jeep Cherokee
1J4FF48S71 L542308
14
2001 Ford Pick-up
1FTYR14U81PA39245
15
2001 Ford 550 (Utility Truck) (Med.)
1 FDAF56F71 EA81705
16
2001 Ford 550 (Boom Truck) (Med.)
1 FDAF56F81 EA24722
Yes
17
2001 Chevy Pick-up
16CEK19V21E238554
18
2001 Ford Utility Truck (Med.)
1 FDAF56F91 EB60874
Yes
19
2001 Dodge Durango (FP)
1B4HS28NX1F578823
20
2002 Nabi Transit Bus
1N90401582A140499
21
2002 Ford Ranger Pick-up Truck (FP)
1FTYR14UX2PA21184
22
2002 Elec. GEM Vehicle (F)
5ASAK27452F031405
23
2002 Elec. GEM Vehicle (F)
5ASAG47472F023190
24
2002 Chevy Pick-up Truck
1GCGK13U32F142274
25
2002 Ford F150 Truck
1FTRX18W72NA62633
26
2002 Ford F150 Truck
1FTRX18W52NA62954
27
2002 Ford F550 (Med.) (Rescue) (F)
1FDAX56F92EB25749
Yes
mb201407c
1 of 6
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14/15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
28
2002 Ford F150 Truck
1FTRW08662KB68781
29
2003 Ford Ranger Truck (FP)
1 FTZR15E53PA56244
30
2003 Ford F150 Truck
1FTZR15E73PA56245
31
2003 Ford F150 Truck
2FTRX18W03CA32042
32
2003 Ford F550 Truck (Med.)
1 FDAF56F23EA94199
Yes
33
2003 Ford F350 Van (9-20 Pass.)
1 FBSS31 LX3HA48533
Yes
34
2003 Ford F250 Truck (TCC)
3FTNX21L03MB16676
35
2003 Chevy CG33803
1GBJG31U831209119
36
2005 GMC Savanna Cargo Van
1GTHG35UX51183677
37
2003 Ford 550 (Med.) (Rescue) (F)
1FDAX56F03EB25804
Yes
38
2004 Ford Ranger
1FTZR15EX4PA26822
39
2004 Ford Ranker (FP)
1FTZR15E14PA26823
40
2004 Ford F150 Truck
1FTRX14WX4NA82402
41
2004 Ford F150 Truck
1 FTRX14W84NA62401
42
2004 Toyota Prius (Hybrid)
JTDKB20U540077678
43
2004 KME Fire Aerial FT (F)
K9AF42884N058774
Yes
44
2004 Inti Multipurpose Utility Truck (Med. Dump)
1HTWNA0T64J093129
Yes
45
2005 GMC Sierra 2500 (FP)
1GTHK29U35E223576
46
2005 GMC Pick-up
1GTEC19V05Z230349
47
2005 GMC Sierra 1500
1GTEC19V35Z226666
48
2005 Smeal Fire Engine (FT)
4S7CT2D956C054456
Yes
49
2005 Chevy Impala
1G1WF52E559203793
50
2005 Chevy Trailblazer
1GNET16S456108449
51
2006 Freightliner Towing Truck (F)
1 FVACWCS86HW91952
Yes
52
2006 Ford F-150 Truck
1FTPX12506KC01905
53
2006 Ford F-550 Pick-up (Med.)
1FDAF56P56ED20121
54
2006 Ford F-350 Pick-up
1 FDWX30536EB79936
55
2006 Ford Expedition
1FMPU16576LA25220
56
2006 El Dorado 26 Passenger Bus (21-60 Pass.)
1GBG5V1E75F513455
Yes
Yes
57
2006 Ford Ecoline Van (1-8 Pass.)
1FTRE14W06DB36806
Yes
58
2007 Ford F-150 Truck
1FTRX12W77FA29769
59
2007 Ford F-150 Truck
1 FTRX12W37FA32393
60
2007 Ford F150 Truck (Park Ranger)
1 FTRX14W67NA26641
61
2007 Ford F250 Truck (FP)
1FTSW21547EB16523
62
2007 Ford F150 Truck (FP)
1FTRX12W27NA26638
63
2007 Dodge Ram Truck (Land Dev)
1D7HU18N97J544861
64
2007 Dodge Ram Truck (Land Dev)
1D7HU18N07J544862
65
2007 Dodge Ram Truck (Land Dev)
1D7HU18N27J544863
66
2007 Dodge Ram Truck
1D7HU18N47J544864
mb201407c
2of6
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14/15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
67
2007 Ford Escape Hybrids (P)
1FMYU49H57KB87852
68
2007 Ford Escape Hybrids (P)
1FMYU49H77KB87853
69
2007 Ford Escape Hybrids (P)
1FMYU49HX7KB96546
70
2007 Ford F-150 Truck
1FTRX12W07NA26640
71
2007 Ford F350 Truck
1FDWX36P57EB16525
72
2007 Altec Aerial Boom Truck (Traffic)(Med.)
1GDG5C1G97F405242
Yes
73
2007 Ford F-150 Truck
1FTRX12W47NA26639
74
2008 Ford Ranger
1FTZR45E25PA43864
75
2008 Ford F150 Truck
1FTPX14W88FA65176
76
2008 Ford F350 Utility Truck
1 FDWX345X8ED09174
77
2008 Ford F350 Utility Truck
1 FDWX34588ED13286
78
2008 Ford F350 Utility Truck
1FDWX30528EE41755
79
2008 Ford Expedition (FP)
1FMFK6548LA81345
80
2008 Honda Motorcycle (P)
JH2SC51717M500039
81
2008 BMW Motorcycle (P)
WB103880782112332
82
2009 Ford F250 Pick -Up (P)
1 FTSX20Y59EA01537
Yes
mb201407c
3 of 6
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14/15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
83
2009 Ford F-150
1 FTRX12V09FA13200
9891
84
2009 Hot Patch Truck
1 HTWCAAR29J196473
Yes
85
2009 Honda Motorcycle (P)
JH2SC51789K600413
13AH13203PC768415
86
2009 Honda Motorcycle (P)
JH2SC51719K600642
1K9BS0B11RK118177
87
2009 Honda Motorcycle (P)
JH2SC51789K600637
1U9T10P20V1016022
Yes
88
2009 Honda Motorcycle (P)
JH2SC51749K600635
17XFP1223V1970250
89
2009 Honda Motorcycle (P)
JH2XC51769K600636
17XFP1822V1973883
90
2011 Honda Motorcycle (P)
JH2SC5176BK700192
4P2F80819VU006254
91
2011 Honda Motorcycle (P)
JH25C5176BK700175
16VPX1625VIE9300
92
2011 Honda Motorcycle (P)
JH2SC517013K700169
4G44S0811 WA000711
93
2011 Honda Motorcycle (P)
JH2SC5170BK700172
1WC200E17W1002027
94
2011 Honda Motorcycle (P)
JH2SC5171BK700004
1 W91 S1019X1249336
95
2013 Chev Express Cargo Van
1GCZGTCG5D1133947
1W91S1011X1249332
TRAILERS
96
1991 Big TX Trailer
16VAX1020MIC14047
97
1992 Arrow Board Trailer
9891
98
1993 Hydro Utility Trailer
1 H9BCP167P1120905
99
1993 Flatbed Trailer (City Float)
13AH13203PC768415
100
1994 Kustom Signals Radar Trailer (P)
1K9BS0B11RK118177
101
1997 Eagle Command Post Trailer (P)
1U9T10P20V1016022
Yes
102
1997 Texas Bragg Utility Trailer
17XFP1223V1970250
103
1997 Texas Bragg Utility Trailer (P)
17XFP1822V1973883
104
1997 Pace American Cargo Trailer (P)
4P2F80819VU006254
105
1997 Big TX Trailer
16VPX1625VIE9300
106
1998 Kendon Motorcycle Trailer (P)
4G44S0811 WA000711
107
1998 Wells Cargo Shelter Trailer (EOC)
1WC200E17W1002027
108
1999 Wanco Arrow Board Trailer
1 W91 S1019X1249336
109
1999 Wanco Arrow Board Trailer
1W91S1011X1249332
110
2000 Hydro Trailer/Sandblaster
1H9CSC251Y1120390
111
2001 Zieman Trailer & Vibratory Roller
1ZCT20E201ZP23612
112
2003 SMART Trailer (P)
1 K9BS08133K118043
113
2004 Interstate ATV Trailer (P)
4RACS16214K004152
114
2004 Victor Trailer (F)
1V9EN22444C084086
115
2004 Charmac Cargo Trailer (F)
4RYC322094T110951
Yes
116
2004 Interstate ATV Trailer (P)
4RACS18214K004410
117
2005 Zieman Carrier Backhoe Trailer
1ZCE34E2X5ZP26052
118
2005 Radar Trailer (P)
1 K9BM 11124G 118033
119
2005 Carson Trailer
4HXRC16225C097897
120
2006 Magnum Light Tower Trailer
5AJLS16186B004887
121
2006 Magun Light Trailer (P)
5AJLS161X6B004888
122
2006 PACE Trailer (Posse) (P)
4P2FB10156U075137
123
2006 Pacific Boat Trailer
40R1A1 BB36A024706
124
2007 Solar Tech Message Board Trailer
4GM1M091371453371
mb201407c
4 of 6
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14/15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
TRAILERS
125
2007 PACE Trailer
4P2FB12107U085413
126
2007 Interstate Trailer (F)
4RACS12297K016799
127
2008 Carson Thermoplastic Trailer
4HXSU12168C134420
128
2008 Zieman Trailer
1ZCE19E2X8ZP28102
129
2008 Haulmark Trailer
1GH19B1268A028471
mb201407c
5of6
CITY OF TEMECULA
Liability Vehicle Schedule
(7-01-14/15 Renewal)
VEHICLE
VIN
PHYSICAL DAMAGE
HAULS OTHERS
130
2010 Hauimark Trailer (TCC)
16HPB1425AA035534
478TE1400VA807742
131
2010 Haulmark Trailer (TCC)
16HPB1422AA038043
1CUNH2227PL000708
Yes
132
2011 Wells Fargo Trailer (TCC)
1WF200F2187039837
JK1AFCG151B501159
133
2012 Haulmark Kodiak Cargo Trailer (TCC)
16HPB1427CA041497
Yes
134
2012 Haulmark Kodiak Cargo Trailer (TCC)
16HPB1426CA04191
Yes
135
2011 Triple L Flatbed Trailer
5DYAA72L3BC005089
2211021439
136
2013 Ziemen Tandem 1150
1ZCT20E23DZP28565
62241021797
Miscellaneous Rolling Stock
137
1997 Honda ATV (P)
478TE1406VA807745
138
1997 Honda ATV (P)
478TE1400VA807742
139
Cushman 4 Wheel Truckster
1CUNH2227PL000708
Yes
140
2001 Kawasaki Utility Vehicle (Mule)
JK1AFCG151B501159
141
2004 Kawasaki ATV (P)
JKSVFJC1X4B501587
142
2004 Kawasaki ATV (P)
JKSVFJC124B503124
143
2006 Segway(P)
2211021439
144
2006 Segway (P)
62241021797
145
2007 Bobcat Utility Vehicle
A59Z160329032007
146
2007 Kawasaki Utility Vehicle (Mule) (P)
JKIAFCJ127B510676
Yes
MISC. EQUIPMENT
147
Medic Squad 92 Box
148
Medic Squad 84 Box
149
2001 Scissorlift
200204597
150
1992 Massey Tractor/Skip Loader (diesel)
LF31180U297524U
151
New Holland Tractor
NH33660
152
2006 Westcoaster Motor Boat
HULJ1112G506
153
2014 John Deere Utility Vehicle
1MOT145EADM080492
154
1995 John Deere Backhoe (diesel)
T0310DG813754
155
2000 Ditchwitch (Port vacuum catch basin)
1A9AF1826YF495820
156
2007 Fork Lift
CPIF29P1600
157
2007 Berm Machine
158
2012 John Deer Backhoe
1T0310SJLBD21149
mb201407c
6 of 6
},
TERRORISM
FORM
`1
Account Executive: effGodwin,AU,ARM,CPC1
TRAVELERS J Fax Number: 1351-310.5383
Terrorism Risk Insurance Act of 2002 Disclosure
Entity Name: City of Temecula - revised
Agency: Brown and Brown of CA
State: California
On December 26, 2007, the President of the United States signed into law amendments to the Terrorism
Risk Insurance Act of 2002 (the "Act"), which, among other things, extend the Act and expand its scope.
The Act establishes a program under which the Federal Government may partially reimburse "Insured
Losses" (as defined in the Act) caused by "acts of terrorism". An "act of terrorism" is defined in Section
102(1) of the Act to mean any act that is certified by the Secretary of the Treasury — in concurrence with the
Secretary of State and the Attorney General of the United States - to be an act of terrorism; to be a violent
act or an act that is dangerous to human life, property, or infrastructure; to have resulted in damage within
the United States, or outside the United States in the case of certain air carriers or vessels or the premises of
a United States Mission; and to have been committed by an individual or individuals as part of an effort to
coerce the civilian population of the United States or to influence the policy or affect the conduct of the
United States Government by coercion.
The Federal Government's share of compensation for insured Losses is 85% of the amount of Insured
Losses in excess of each Insurer's statutorily established deductible, subject to the "Program Trigger", (as
defined in the Act). In no event, however, will the Federal Government or any Insurer be required to pay
any portion of the amount of aggregate Insured Losses occurring in any one year that exceeds
$100,000,000,000, provided that such Insurer has met its deductible. If aggregate Insured Losses exceed
$100,000,000,000 in any one year, your coverage may therefore be reduced.
The charge for Insured Losses for coverages other than workers' compensation are automatically provided
at the additional premiums shown below. The charge for this exposure for workers' compensation is an
additional premium, which is reflected separately within this proposal. The charge for each coverage does
not include any charge for the portion of losses covered by the Federal Government under the Act.
Coverage Included Charge For Insured Losses
Property 3%ofthe total Property Coverage premium
Inland Marine 1% of the applicable premium.
Workers' Compensation See workers compensation premium schedule.
Note -- terrorism premium charges are subject to change at any
time based on state regulatory action.
All other coverages subject to TRIA 1% of the applicable premium.
Item No. 7
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Greg Butler, Assistant City Manager
DATE: June 24, 2014
SUBJECT: Authorization of Application to the Director of Industrial Relations, State of
California for a Certificate of Consent to Self Insure Workers' Compensation
Liabilities
PREPARED BY: Roberto Cardenas, Fiscal Services Manager
RECOMMENDATION: That the City Council:
1. Adopt a resolution entitled:
RESOLUTION NO. 14-
A RESOLUTION AUTHORIZING APPLICATION TO THE
DIRECTOR OF INDUSTRIAL RELATIONS, STATE OF
CALIFORNIA FOR A CERTIFICATE OF CONSENT TO SELF
INSURE WORKER'S COMPENSATION LIABILITIES
2. Approve the "Application for a Public Entity Certificate of Consent to Self Insure"
attached thereto.
BACKGROUND: As a cost saving measure, the City desires to incorporate a
$500,000 Self -Insured Retention (SIR) into the City's Workers' Compensation (WC) insurance
policy, rather than the current first dollar of loss approach. More specifically, rather than the
City's insurance carrier covering the costs of employee related work injuries, the City desires to
cover the expenses (self -insure) for the first $500,000 of each occurrence, with the insurance
policy covering costs in excess of $500,000. On Tuesday, May 13, 2014 staff met with Finance
Committee members Mike Naggar and Chuck Washington to propose the SIR approach. The
Committee approved of the proposal and agreed to move the item to the City Council for
consideration and approval.
Cost Savings: The City has paid an annual average of $369,863 to purchase the traditional first
dollar of loss Workers' Compensation policy, as noted below:
First Dollar of Loss Costs
Amount
10 Year WC Annual Average Premium History
356,670
7 Year WC Annual Average CA CIGA Fee History
6,287
7 Year WC Annual Average CA State Sur -Charge History
6,906
Total Costs
$369,863
However, given the City's historically low number of Workers' Compensation claims
(approximately 7.5 per fiscal year, over the past 10 years), the City's insurance carriers have
historically paid claims on an average of $83,898 (approximately) per fiscal year on employee
related injuries. Therefore, by implementing an SIR of $500,000, the City may save
approximately $222,896 per fiscal year as noted below:
SIR Savings
Amount
First Dollar of Loss Total Costs
369,863
Excess Insurance Policy with a $500,000 SIR
(55,570)
Annual Third Party Administrator (TPA) Services
(7,500)
10 Year WC Annual Average Loss History
(83,898)
Total Savings
$222,896
Therefore, staff recommends (and the State of California requires) the City submit an
Application for a Public Entity Certificate of Consent to Self Insure and to approve A Resolution
Authorizing Application to the Director of Industrial Relations, State of California, for a Certificate
of Consent to Self Insure Workers' Compensation Liabilities.
FISCAL IMPACT: Setting a reserve equal to the SIR amount of $500,000, to be
achieved through the cost savings realized by the implementation of the self-insured policy
ATTACHMENTS: 1. Application for a Public Entity Certificate of Consent to Self
Insure
2. A Resolution Authorizing Application to the Director of
Industrial Relations, State of California for a Certificate of Consent to Self Insure Workers'
Compensation Liabilities
State of California
Department of Industrial Relations
Office of Self Insurance Plans
110511 Olson Drive, Suite 230
Rancho Cordova, CA 95670
Phone (916) 464-7000
FAX (916) 464-7007
Our File
APPLICATION FOR A PUBLIC ENTITY
CERTIFICATE OF CONSENT TO SELF INSURE
i:-- Page I
NOTE: All questions must be answered. 1Unot applicable, enter "NiA".
Workers compensation insurance must be maintained until certificate is effective.
APPLICANT INFORMATION
Legal Name of Applicant (show exactly as on Charter or other official documents):
City of Temecula
Street Address ol'Main Headquarters:
41000 ,Main St., Temecula, CA 92590
rvlailinu Address (if different from above).
City, State, Zip Code
Federal Tax ID No.:
33-0353649
TO WHOM DO YOU WANT CORRESPONDENCE REGARDING TI IIS APPLICATION ADDRESSED'?
Name: Roberto Cardenas
Company Name:
Mailing Address•
City: Temecula
Telephone Number:951-693-3944
City of Temecula
41000 blain St
Type of Public Entity (check one):
(X City and/or County f School District
(—
Other (describe):
"Type of Application (check one):
r7 New Application
Fiscal Services Manager
Tillc: — __ ,
C':1 92590
Slate: `�..�_` Zip 14: _
Email: rubedo.cardenasur)cityotiemecttla.nrg
T Police and or Fire District I Hospital District I— Joint Powers Authority
Reapplication due to Merger or 1)titication
I— Other (describe)
Dale Sell' Insurance Program will begin: 7-1-14
Foran ..\u. ,W-2 (2.9?)
r Reapplication due to Nanie Change
Page 2
CURRENT PROGRAM FOR WORKERS' COMPENSATION LIABILITIES
✓ Currently Insured with State Compensation Insurance Fund, Policy Number:
Policy Expiration Late:
Current Yearly Incurred (paid & unpaid) Losses: S
I- Currently Self Insured, Certificate Number:
Name of Current C'enificate I lolder:
Yearly Premium: S
(FY or C'Y)
Insured with Fra',clers Property Casualty Co of Am; 0 -I,JUf39055L5124; Exp 2-1-]5; Prcrn:S276,932
Other (describe):
JOINT POWERS AUTHORITY
Will the applicant be a member of workers' compensation Joint Powers Authority liar the purpose of pooling workers'
compensation liabilities'?
I- Yes N No 1f yes, then complete the following:
Effective date ofJPA ,Membership: JPA Certificate No -
Nante and Title of JPA Executive Officer:
Name of Joint Powers Authority Agency:
Mailing Address ofJPA:
City:
State. Zip -+ 4:
Telephone Number:
PROPOSED CLAIMS ADMINISTRATOR
Who will be administering your agency's workers' compensation claims? (check one)
▪ JPA will administer, JPA Certificate No..
• Third party agency will administer, TPA Certificate No.: 345
T Public entity will self administer [ Insurance carrier will self administer
Name of Individual Claims Administrator
Kevin Conley
Nance of Administrative Agency:
Carl IVarren Company
Mailing Address:
10509 Vista Sorrento Pkwy, Suite 42(1
City: State: Zip + 4:
San Diego, CA 92121
Telephone Number: 858-526-1838
S6n-254-4423
FAX Number:
Page 3
Number of claims reporting locations to be used to handle the agency's claims:
one(1)
Will all agency claims be handled by the administrator listed on previous page? Yes E No
AGENCY EMPLOYMENT
Current Number of Agency Employes: 310 including FT/PI Project Stall'
Number of Public Safety Officers (law enforcement, police or lire): tl
II school district, number of certificated employees: N'A
Will all agency employees he included in this self insurance program? 17 Yes r No
If no, explain who is not included and how workers' compensation coverage is to be provided to the excluded
agency employees:
INJURY AND ILLNESS PREVENTION PROGRAM
Does the agency have a written Injury and Illness Prevention Program'?
Individual responsible for agency Injury and Illness Prevention Program:
Name and Title:
Roberto Cardenas
Company or Agency Name:
City °I -Temecula
Yes fl No
Mailing Address:
41000 Main St.
City:
Temecula, CA 92590
State: Zip + 4;
Telephone Number: 951-693-3944
SUPPLEMENTAL COVERAGE
Will your self insurance program be supplemented by any insurance or pooled coverage under a standard workers' compensation
insurance policy'? I— Yes [ No
If yes, then complete the following:
Nano of Carrier or Excess Pool:
Policy Number:
Effective Date of Coverage•
Page 4
Will your self insurance program be supplemented by any insurance or pooled coverage under a specific excess workers'
compensation insurance policy? jX Yes I- No
If yes, then complete the following:
Nance of Carrier or Excess Pool TBD
Policy Number:
TBD
7-1-I4
Effective Date of Coverage:
5500,000
Retention Limits:
Will your self insurance program be supplemented by any insurance or pooled coverage under an aggregate excess (stop Toss)
workers' compensation insurance policy? [ Yes V No
If yes, then complete the following:
Name of Carrier or Excess Pool:
Policy Number:
Effective Date of Coverage:
Retention Limits..
RESOLUTION OF GOVERNING BOARD
See Attached Resolution -Page 5
CERTIFICATION
The undersigned on behalf of the applicant hereby applies for a Certificate of Consent to Self Insure the payment of
workers' compensation liabilities pursuant to Labor Code Section 3700. The above information is submitted for the
purpose of procuring said Certificate from the Director of Industrial Relations, State of California. If the Certificate is
issued, the applicant agrees to comply with applicable California statutes and regulations pertaining to the payment of
compensation that may become due to the applicant's employees covered by the Certificate.
Signature of Authorized Official: Date:
624.14
Typed Name:
Aaron Adams
Title:
City Manager
Agency Name:
City of Temecula
Seal
(Emboss seal above or Notarize signature)
RESOLUTION NO,:
DATED:
6-24-2014
.\ RESOLUTION AUTHORI7.ING APPLICATION
'10 1111: DIRF.C1 OR OF INDUSTRIAL RELATIONS. S f:\'I Ii OF CALIFORNIA
FOR A CERTIFICATE OF CONSENT TO SELF INSURE
WORKERS' COMPENSATION LIABILITIES
Ata meeting of the I3oard of ('it} Council
tenter title)
of the City of Temecula
(enter name of public agency. district)
municipal corporation
a _..._ organized and existing under tite laws of
(enter type of agency )
the State of California, held on the 2 l day of June . 201`1 , the
following resolution was adopted:
RESOLVED, that the
NLurtgcr
(enter position titles)
be and they are hereby severally authorized and empowered to nuke application to the Director of Industrial
Relations, State of California, for a Certificate of Consent to Self Insure workers' compensation liabilities
on behalf of the
City of Temecula
tenter name of district)
and to execute any and all documents required for such application.
I, Maryann Edwards
ty come:1 (enter name)
of the l3rmrel•of the said C'it) of Temecula
municipal corporation
. the undersigned �or
(enter title)
(enter name of agency)
\Iayor
hereby certify that I am the
Icntn type of aiencI (chin title)
of said municipal cnrpur non
that the foregoing is a full. true and correct copy of the resolution duly
(cn1cr I}pe of'apenc} )
City Councilicy Counc_1
passed by the Boofl at the meeting of said Bcw held on the day and at the place herein specified and that said resolution has
never been revoked, rescinded, or set aside and is now in full force and effect.
IN WITNESS WHEREOF: I HAVE SIGNED )MY NAME AND AFFIXED 'I'I1E SEAL OF'I'II15
Seal
City of Temecula
24
THIS
totter t%pe of aHeneS )
DAY OF June
(Signature)
2014
Item No. 8
Approvals
City Attorney
Finance Director
City Manager
Ilk
CITY OF TEMECULA
AGENDA REPORT
TO: City Council
FROM: Aaron Adams, City Manager
DATE: June 24, 2014
SUBJECT: Support of AB 2610 (Williams), an Act to Amend Section 89708 of the
Education Code Relating to California State University Special Sessions (at the
Request of Council Member Washington)
PREPARED BY: Betsy Lowrey, Sr. Management Analyst
RECOMMENDATION: That the City Council support Assembly Bill 2610 (Williams) and
direct the City Manager to work with California State University San Marcos in support, including
drafting letter(s) of support to be signed by the Mayor on behalf of the City of Temecula.
BACKGROUND: Assembly Bill 2610 (Williams, District 37, Santa Barbara -D), as
amended on June 11, 2014, deals with the issue of California State University (CSU) extended
education, special sessions, and the definition of "supplanting."
Last December, the California State Auditor recommended that the Legislature enact a
definition of the term "supplant" to ensure appropriate future guidance to CSU campuses
regarding state and non -state supported program and course options for students. In response
to the Auditor's report, CSU created the Extended Education State Audit Task Force to develop
a definition of "supplant" to help inform the Legislature to clarify its intent regarding supplanting.
The Task Force was comprised of faculty (appointed by the Academic Senate), deans, students
(appointed by California State Student Association) campus provosts, campus presidents, and
CSU administrators. The Task Force developed a definition of "supplant" that was informed by
the California State Auditor's report and from feedback from Task Force members and their
constituent systemwide groups. In the interim, a related bill, AB 2153, opposed by CSU and
the City of Temecula, was introduced and amended to prematurely and inappropriately
proposes to define the critical term "supplant" and, by its inappropriate definition, threatens the
future of access to higher education by harming the capability of California State Universities to
operate satellite campus programs or offer online coursework through special session offerings.
AB 2610 codifies an appropriate definition of "supplanting" that was developed and endorsed by
the aforementioned Extended Education State Audit Task Force. AB 2610's supplant definition
speaks specifically to programs not courses, which is appropriate given complexity of academic
course planning. AB 2610 allows campuses the authority and flexibility to manage their
resources to best meet the needs of students as a whole. This flexibility is necessary to ensure
the future of CSUSM at Temecala programs. For example, in any given term there may be an
unexpected demand for a particular course, which may require the campus to redirect resources
to offer enough seats for students. Conversely, if a course has less demand campus
departments may need to cancel a particular course to use their limited resources as best they
can.
Staff recommends that the City Council support Assembly Bill 2610 (Williams) and direct the
City Manager to work with California State University San Marcos in support, including drafting
letter(s) of support to be signed by the Mayor on behalf of the City of Temecula.
FISCAL IMPACT: The City of Temecula, through the use of Redevelopment Agency
Funds, invested $4 million in partnership with the Temecula Valley Unified School District and
California State University San Marcos to bring higher education to the residents of Temecula
with a California State University satellite program and campus. AB 2610 serves to protect this
investment and locally created jobs, as well as related spending by CSUSM at Temecula by
faculty, staff and students on goods and services from local businesses.
ATTACHMENTS:
1. Proposed Legislation AB 2610, as amended on June 11, 2014,
and redlined to existing law.
2. Analyses of AB 2610, as amended.
3. Background Information Relating to AB 2153 and AB 2610, as
prepared by California State University.
6116/2014 Todays Law As Amended
tO'it/dflr.
/ LEGISLATIVE INFORMATION
AB -2610 California State University: special sessions. (2013-2014)
SECTION 1. (a) The Legislature finds and declares all of the following:
(1) In addition to providing state -supported courses and programs, California State University campuses offer
self-supporting courses and programs, known as special sessions.
(2) Special sessions are designed and used to provide increased access to the educational resources of the
system and to otherwise facilitate the use of those resources.
(3) California State University campuses are prohibited from supplanting regular course offerings with self-
supporting special sessions. However, the State Auditor has determined that existing state law does not define
"supplant."
(b) It is the intent of the Legislature to provide sufficient direction to the Chancellor of the California State
University and to campuses of the university by clarifying statutory language and defining "supplant."
SEC. 2. Section 89708 of the Education Code is amended to read:
89708. (a) Tuition fees adequate, in the long run, to meet the cost of maintaining special sessions in the
California State University shall be required of, and collected from, students enrolled in each special session
undcr and pursuant to rules and regulations prescribed by the trustees.
(b) "Special scssions," session," as used in this division, means a self-supporting instructional
programs program conducted by the California State University. The special sessions shall include, but not be
limited to, career enrichment and retraining programs. It is the intent of the Legislature that those programs,
currently offered on a self-supporting basis by the California State University during summer sessions, may be
provided throughout the year, and shall be known as special sessions. The self-supporting special sessions shall
not supplant regular course offerings available on a non -self-supporting basis during the regular academic year.
(c) For purposes of this section, and except as provided in subdivision (d), to "supplant" regular course
offerings available on a non -self-supporting basis means to eliminate entirely a state -supported degree
program and replace it with a self-supporting instructional program. A campus shall not require a state -
supported matriculated student to enroll in a special session course in order to fulfill graduation requirements
for a state -supported degree program.
(d) After appropriate review and approval by the Office of the Chancellor, a degree may be offered only
through a self-supporting instructional program if the program is shown to meet existing student demand and
workforce needs.
http://leginfalegislature.ca.gov/faces/billCompareClientxhtrni 1/1
AB 2610
Page 1
Date of Hearing: May 7, 2014
ASSEMBLY COMMII'1EE ON APPROPRIATIONS
Mike Gatto, Chair
AB 2610 (Williams) – As Amended: April 1, 2014
Policy Committee: Higher Education Vote: 13-0
Urgency: No State Mandated Local Program: No Reimbursable:
SUMMARY
This bill requires the Chancellor of the California State University (CSU), in consultation with
stakeholders, to develop a definition of "supplanting"—in regards to the offering of state -
supported courses and CSU extended education courses—and report a recommended definition
to the Legislature by January 31, 2015.
FISCAL EFFECT
Minor absorbable cost to CSU, as this effort is in process. (See Comment #1)
COMMENTS
1) Background. A December 2013 report by the Bureau of State Audits (BSA) examined
extended education at CSU and the supplanting of state -supported courses. BSA found it
difficult to determine the extent to which "supplanting" occurred due to lack of clarity in the
term. The BSA audit considered two interpretations of supplanting: (a) a campus could not
require a student to enroll in a self -supported course as the only path to their degree; and, (b)
the plain meaning definition of replacing a state -supported section with an extension section.
In analyzing campus course data for fiscal years 2007-08 through 2011-12, BSA found
potential instances of supplanting under both definitions. BSA recommended the Legislature
provide direction regarding the interpretation of supplanting.
In response to the BSA audit, the Chancellor's Office established an Extended Education
State Audit Task Force to develop a definition of supplanting and make a recommendation to
the Chancellor. The Task Force solicited feedback from the CSU community, and has held
meetings open to the public to discuss definition options. The final recommendations are
expected to be presented to the Chancellor in June.
2) Purpose. According to the author, this bill responds to the Auditor's reconuuendation but
acknowledges the work already underway by the CSU to address this issue. The author
believes it is appropriate to allow the CSU, in consultation with stakeholders, to develop a
recommended definition for "supplant" that can inform future statutory changes.
3) Related Legislation. AB 2153 (Gray), pending in this committee, places conditions on the
offering of extended education courses so as not to conflict with or supplant state -supported
course offerings.
Analysis Prepared by: Chuck Nicol / APPR. / (916) 319-2081
AB 2610
Page 1
Date of Hearing: April 29, 2014
ASSEMBLY COMMI11EE ON HIGHER EDUCATION
Das Williams, Chair
AB 2610 (Williams) — As Amended: April 1, 2014
SUBJECT: California State University: special sessions.
SUMMARY: Requires the California State University (CSU) Chancellor to develop a definition
for "supplanting" and report to the Legislature by January 31, 2015. Specifically, this bill:
1) Finds and declares that CSU extension education courses and programs are designed and
used to provide increased access to the system; campuses are prohibited from "supplanting"
state -supported courses with self -supported courses; the California State Auditor (Auditor)
has determined that existing state law does not define "supplanting"; "Supplant" is used in
the context of community college extension courses, but is not defined in that provision; and,
that it is the intent of the Legislature to enact legislation to provide sufficient direction to the
CSU regarding "supplanting".
2) Requires the CSU Chancellor, in consultation with stakeholders, including, but not
necessarily limited to, the Academic Senate of the CSU, to develop a definition of
"supplanting" in accordance with the aforementioned Legislative intent.
3) Requires the CSU Chancellor to report the recommended definition of "supplanting" to the
chairpersons of the Assembly Committee on Higher Education and the Senate Committee on
Education on or before January 31, 2015.
EXISTING LAW:
1) Requires CSU to establish tuition/fees adequate to meet the cost of maintaining "special
sessions" (extension courses/programs) and defines "special sessions" to mean self-
supporting instructional programs conducted by CSU, including, but not be limited to, career
enrichment and retraining programs; and,
2) Establishes Legislative intent that extension programs may be provided throughout the year,
and shall not supplant regular course offerings available on a non self-supporting basis
during the regular academic year.
FISCAL EFFECT: Unknown
COMMENTS: Background. In December 2013, the Bureau of State Audits (BSA) released an
audit report concerning extended education in CSU and the supplanting of state -supported
courses. BSA found difficulty in determining the extent to which "supplanting" occurred due to
lack of clarity in the term. The BSA audit considered two interpretations of supplanting: (1) a
campus could not require a student to enroll in a self -supported course as the only path to their
degree; and, (2) the plain meaning definition of replacing a state -supported section with an
extension section. In analyzing campus course data for fiscal years 2007-08 through 2011-12,
BSA found potential instances of supplanting under both definitions. BSA recommended that
the Legislature provide direction regarding the interpretation of supplanting, and provided
AB 2610
Page 2
several recommendations to the CSU Chancellor's Office regarding oversight and compliance of
campus extension program activities.
CSU efforts. In response to the BSA audit, the CSU Chancellor's Office has established an
Extended Education State Audit Task Force to develop a definition of supplanting and make a
recommendation to the Chancellor. The Task Force includes five campus presidents, four
facuhy members, two provosts, two extended education representatives, and two Office of the
Chancellor representatives. The Task Force solicited comments/feedback from the CSU
community, and has held meetings open to the public to discuss definition options. The final
recommendations are expected to be presented to the Chancellor in June.
Purpose of this bill. According to the author, this bill responds to the Auditor's recommendation
but also acknowledges the work already underway by the CSU to address this issue. The author
believes it is appropriate to allow the CSU, in consultation with stakeholders, to develop a
recommended definition for "supplant" that can inform future statutory changes.
Related legislation. AB 2153 (Gray) would establish a definition of "supplanting" for the
purpose of CSU extension. This bill was heard, amended, and approved by this committee on
April 22, 2014.
REGISTERED SUPPORT / OPPOSITION:
Support
Cal Poly San Luis Obispo
California State University, Fullerton
California State University, Office of the Chancellor
California State University, Sacramento
California State University San Bernardino
California State University, Stanislaus
Humboldt State University
San Francisco State University
San Jose State University
Opposition
None on file.
Analysis Prepared by: Laura Metune / HIGHER ED. / (916) 319-3960
Background
Extended Education and Special Sessions
AB 2153 (Gray) and AB 2610 (Williams)
Overview
AB 2153 (Gray) and AB 2610 (Williams) deal with the issue of California State University (CSU) extended
education and special sessions and the definition of "supplanting."
Background
Extended education (also known as special sessions) has been part of the CSU since 1971. Created to
respond to students' needs and interests as well as to the state's economic and workforce changes,
extended education represents only a small proportion of CSU programs and student enrollments. Only
three percent of regular (state -supported) CSU students enroll in self -supported courses.
Faculty members who choose to teach extended education courses are compensated as dictated
through the collective bargaining agreement. More than 3,000 faculty earned from $4,000 to $9,400
above their base salary and benefits teaching extended education courses that responded to student,
workforce and community needs.
Bureau of State Audits Report
Last December, the California State Auditor recommended that the Legislature enact a definition of the
term "supplant" to ensure appropriate future guidance to the CSU and its campuses regarding state and
non -state supported program and course options for students. The Auditor's report did NOT call for
significant policy changes or statutory restrictions on academic decisions that can best be made at the
campus level by faculty and academic leaders.
In response to the Auditor's report, the CSU created the Extended Education State Audit Task Force to
develop a definition of "supplant" to help inform the Legislature to clarify its intent regarding
supplanting. The Task Force was comprised of faculty (appointed by the Academic Senate), deans,
students (appointed by CSSA) campus provosts, campus presidents, and CSU administrators. The Task
Force developed a definition of "supplant" that was informed by the California State Auditor's report
and from feedback from Task Force members and their constituent systemwide groups.
CSU Supports AB 2610 (Williams)
AB 2610 codifies a definition of "supplanting" that was developed and endorsed by the Extended
Education State Audit Task Force. The measure also prohibits the CSU from requiring any matriculated
student to take courses through extended education to complete their degree. The provisions are
consistent with the BSA recommendation and with how the State Auditor decided what constituted
"supplanting" in its 2013 audit of CSU Extended Education, nothing more and nothing less.
AB 2610's supplant definition speaks specifically to programs not courses, which is appropriate given
complexity of academic course planning. Campuses can anticipate demand for programs required for
courses based on the number of students seeking a major. However, campuses cannot anticipate
random course demand in the same manner because of several factors, including (1) a multitude of
choices for courses meeting General Education requirements; (2) students' elective course selections;
(3) students taking courses to improve grades, complete minors, personal enrichment or maintain unit
loads; and (4) students ability to change their majors.
AB 2610 allows campuses the authority and flexibility to manage their resources to best meet the needs
of students as a whole. For example, in any given term there may be an unexpected demand for a
particular course, which may require the campus to redirect resources to offer enough seats for
students. Conversely, if a course has Tess demand campus departments may need to cancel a particular
course to use their limited resources as best they can.
The State Auditor acknowledges that in some cases it is may be more cost effective for students to take
a 3 -unit course through extended education to achieve his or her degree than to enroll in another state -
support term. A 3 -unit extended education course tends to range from $822 to $945 as compared to
the state -supported tuition fees of $1,587 charged for a student enrolling for from one to six units. A
student who chooses to utilize the extended education option would save between $642 and $765.
CSU Opposes AB 2153
AB 2153 proposes a definition of supplant that was created by the faculty union and without
consultation with the Academic Senate, students or academic leaders. This definition is inconsistent
with long-standing CSU policy and practice.
AB 2153 establishes requirements and prohibitions regarding course and program offerings on a
campus. These provisions go significantly beyond the State Auditor's recommendation to codify a
definition of "supplant." The measure restricts self-support programs, prohibits new teaching and
learning approaches such as online courses, and dictates where and when campuses and their faculty
can offer courses to meet the needs of their students.
By eliminating choices for students, AB 2153 would effectively increase costs for students, lengthen time
to degree, and increase costs to the state. For instance, a student needing only one 1 -unit course
would no longer have the option of taking the more -affordable extended education course and would
instead be forced to enroll and pay the higher state -support part-time student rate.
AB 2153 proposes a definition that will result in eliminating innovative partnerships with employers in
response to industry needs. For example, under this measure the CSU would be unable to offer some
Professional Science Masters (PSM) program developed in partnership with the biotechnology industry.
These nationally recognized programs have been subsidized by industry and educational foundations;
and they have been offered through extended education since the programs began as targeted,
advanced education for working professionals in science, engineering and technical fields. AB 2153
would prohibit extended education from responding to workforce and unique student needs unless we
also offered the exact same program through state -supported courses. Due to the costs associated with
offering these type of programs, we would be forced to close a wide range of workforce -responsive
educational offerings.
Item No. 9
Approvals
City Attorney
Finance Director
City Manager
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Dave Cabral, Battalion Chief
DATE: June 24, 2014
SUBJECT: Second Amendment to the Agreement with Proactive Fire Design, Inc. for Fire
Department Plan Review Service
PREPARED BY: Becky Obmann, Administrative Assistant
RECOMMENDATION: That the City Council approve the Second Amendment to the
Agreement with Proactive Fire Design, Inc., in the amount of $90,000, for a total contract
amount of $200,000, for Fire Department Plan Review Service.
BACKGROUND: On July 1, 2013, City Council approved an agreement for $90,000
with Proactive Fire Design, Inc., a fire protection consulting company that performs plan review
service for the Fire Department on an as needed basis. Plan check service is utilized when fire
prevention staff experiences an increased level of applications that exceed their ability to
process plan submittals within acceptable timeframes.
On May 27, 2014, City Council approved the first amendment to the agreement which increased
the amount of the contract from $90,000 to $110,000. The increase allowed the Fire
Department to continue to provide timely turnaround times on plan review service through the
end of Fiscal Year 2013-2014.
The original agreement allows for (1) additional (1) year extension. The Fire Department is
continuing to experience a constant increase in plan submittals and inspections. With this
increase there is less staff time to complete all plan reviews, inspections and daily activity. In
order to continue to provide quality plan review service in a timely manner and still meet the day
to day needs within the office, staff is recommending the contract extension and $90,000
increase in our consultant agreement with Proactive Fire Design, Inc. for Fiscal Year 2014-15.
This cost will be completely offset by revenue in fiscal year 2014-15.
FISCAL IMPACT: Adequate funds will be available in the Fire Department budget
upon approval of the Fiscal Year 2014-15 budget.
ATTACHMENTS: Amendment
SECOND AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND PROACTIVE FIRE DESIGN, INC.
FIRE DEPARTMENT PLAN REVIEW SERVICE
THIS SECOND AMENDMENT is made and entered into as of July 1, 2014 by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
Proactive Fire Design, Inc., a Corporation (hereinafter referred to as "Consultant"). In
consideration of the mutual covenants and conditions set forth herein, the parties agree as
follows:
1. This Amendment is made with the respect to the following facts and purposes:
a. On July 1, 2013, the City and Consultant entered into that certain
Agreement entitled "Agreement for Fire Department Plan Review Service," in the amount of
$90,000.
b. On May 27, 2014, the City and Consultant entered into the First
Amendment to that certain Agreement entitled "Agreement for Fire Department Plan Review
Service," to increase the payment in the amount of $20,000 for a total contract amount of
$110,000.
c. The parties now desire to extend the term of the agreement to June 30,
2015 and increase the payment in the amount of $90,000, for a total contract amount of
$200,000 and amend the Agreement as set forth in this Amendment.
follows:
2. Section 1. of the Agreement entitled "TERM" is hereby amended to read as
"This Agreement shall remain and continue in effect until tasks herein
are completed, but in no event later than June 30, 2015 unless sooner
terminated pursuant to the provisions of this Agreement.
3. Section 4. of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Consultant 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 Second Amendment
amount shall not exceed Ninety Thousand Dollars and No Cents
($90,000), for additional Plan Review Service for a total Agreement
amount of Two Hundred Thousand Dollars and No Cents ($200,000).
Mailing Address:
City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
1
2. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
2
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
Proactive Fire Design, Inc.
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Don Walton, President
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City Jo Marie Walton, Secretary
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Proactive Fire Design, Inc.
Don Walton
45686 Hopactong Street, Temecula, CA 92592
951-695-3539
Proactive.fd@verizon.net
PM Initials:
Date: '�
3
Item No. 10
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Michael Heslin, Deputy Director of Information Technology
DATE: June 24, 2014
SUBJECT: Second Amendment to the Maintenance Agreement with Innovative Document
Solutions for Canon Copiers/Printers
PREPARED BY: Michaela Ballreich, Deputy Director of Support Services
RECOMMENDATION: That the City Council:
1. Approve the Second Amendment to the Maintenance Agreement with Innovative
Document Solutions to increase the annual contractual amount for Fiscal Year
2013-14 to $82,000, and to increase the annual contractual amount for Fiscal
Years 2014-15 and 2015-16 to $90,000; thereby, increasing the five-year
contract amount to $411,600;
2. Approve an additional appropriation in the amount of $10,000 for Fiscal Year
2013-14.
BACKGROUND: In June 2011, the City Council had approved a five-year
agreement to Innovative Document Solutions (IDS) for the maintenance/service/usage of the
Canon copiers/printers for the Civic Center, the Library, and outlining facilities for an annual
expenditure of $68,000 plus a 10% contingency for a total annual amount of $74,800 and for a
five-year total not to exceed $374,000.
In efforts to reduce the City's overall outsourced printing costs, Support Services has assumed
additional in-house printing jobs such as the printing of envelopes and stationery for all City
departments, the printing of the Theater programs, and the printing of the Red Cross Manuals
for the Aquatics Program to mention a few. Although overall cost effective, the in-house print
jobs and the increased usage at the Civic Center, the Library, and the outlining facilities have
created an upward trend in monthly/annual copy costs.
To clarify, this increase in copy costs is solely based on the City's usage, not due to an increase
in copy costs imposed by the vendor. Therefore, it is recommended that the annual contractual
amount, originally set in 2011, be increased to accurately reflect the City's copy needs based on
the City's productivity.
FISCAL IMPACT: Additional appropriation of $10,000 for Fiscal Year 2013-14.
ATTACHMENT: Second Amendment
SECOND AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND INNOVATIVE DOCUMENT SOLUTIONS
MAINTENANCE/SERVICE/USAGE FOR CANON COPIERS
THIS SECOND AMENDMENT is made and entered into as of June 24, 2014, by and
between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and
Innovative Document Solutions, a corporation (hereinafter referred to as "Contractor"). In
consideration of the mutual covenants and conditions set forth herein, the parties agree as
follows:
1. This Amendment is made with the respect to the following facts and purposes:
a. On June 24, 2011, the City and Contractor entered into that certain
Agreement entitled "Agreement for Minor Maintenance Services", in the amount of $68,000,
plus contingency in the amount of 10%;
b. On November 13, 2012, the City and Contractor entered into the First
Amendment to that certain Agreement entitled "Agreement for Minor Maintenance Service to
amend Exhibit A to the Agreement by adding thereto the items set forth on Attachment "A" to
this Amendment, which is attached hereto and incorporated herein as though set forth in full.
c. The parties now desire to increase the annual contractual payment as
follows:
2. Section 3 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Contractor 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 Second Amendment amount shall not exceed
eighty-two thousand dollars ($82,000) for fiscal year 2013-14 and
ninety thousand dollars ($90,000) for fiscal years 2014-15 and
2015-16, for increased copy cost for a total Agreement amount of
four hundred eleven thousand six hundred dollars ($411,600).
Mailing Address:
City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
3. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
1
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
Innovative Document Solutions
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Kevin W. Heitritter, President
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City Sandi Heitritter, Vice President
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONTRACTOR
§ Innovative Document Solutions
Kevin Heitritter
26855 Jefferson Avenue, #F
Murrieta, CA 92562
PM Initials: D gi
Date:
2
EXHIBIT "B"
Copy Rate per Impression - Exhibit B
Black/White Cost per No. of
copiers/printers Impression Copiers/Printers Ave. no. of copies per month
iR 2270 .0069 4 2,700-3,700
iR 3570 .0069 1 900-1,100
iR 105 .0069 1 39,000 - 44,000
iR 105+ .0069 1 35,000-45,000
IR 2200 .0069 6 5,000-6,000
iR 3045 .0069 1 1,500-2,200
iR 3225 .0069 1 1,000-2,000
iR 3300 .0069 2 ' 3,500-4,500
iR 5000 .0069 6 10,000-15,000
iR 7105 .0069 1 newly leased 20,000-25,000
iR 1670F .019 12 1,500-2,000
iR 1025 .019 4 newly leased 1,000-2,000
iR 1370F .019 2 500-1;000
iR 10231F .019 1 1,000-2,000
iR 2000 .0125 1 500-1,000
IR 2010F .0125 1 500-,1000
Color
copiers/printers
iR 6870 .099/.0077 1 color -3,500-4,000 - b/w -500-1,000
1R2620 .068/.0121 1 color -100-500 - b/w -200-500
color-5,000-10,000-b/w-3,000-
iR3220 .068/.0121 6 6,000
iR advanced 5051 .068/.01 4 newly leased color -30,000-40,000
b/w -15,000-25,000
IR advanced 7065 .068/.01 1 newly leased color -5,500-8,000
b/w -500-1,000
The current copy rates will apply through the entirety of this five-year agreement and will not
increase - the current copy rates include all maintenance, parts, supplies (toner, drums, rollers,
etc.) and labor required for the proper operation of the copiers/printers.
11
Item No. 11
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Armando G. Villa, AICP, Director of Community Development
DATE: June 24, 2014
SUBJECT: First Amendment to the Agreement with Blanca Y. Price for Landscape Plan
Check and Inspection Services for Fiscal Year 2013-14
PREPARED BY: Theresa Harris, Development Processing Coordinator
RECOMMENDATION: That the City Council approve the First Amendment to the
Agreement with Blanca Y. Price to perform Landscape Plan Check and Inspection Services for
Fiscal Year 2013-14, in the amount of $16,700, for a total agreement amount of $106,700.
BACKGROUND: Community Development utilizes the services of a landscape
architectural firm to provide plan check and inspection services. The Planning Division requires
the services of a licensed Landscape Architect for their expertise in appropriate plant types to
be used in our climatic region, for calculation of project site landscape water budget, and
irrigation system design. The licensed Landscape Architect also performs inspections of
irrigation line installation, pressure testing of the irrigation system, irrigation head coverage and
plant installation.
FISCAL IMPACT: There is no fiscal impact to the City. Applicants pay for the
landscape services.
ATTACHMENTS: Amendment to Agreement
FIRST AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND BLANCA Y. PRICE
LANDSCAPE PLAN CHECK AND INSPECTION SERVICES
THIS FIRST AMENDMENT is made and entered into as of June 24, 2014 by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
Blanca Y. Price, a Sole Proprietor (hereinafter referred to as "Consultant"). In consideration
of the mutual covenants and conditions set forth herein, the parties agree as follows:
1. This Amendment is made with the respect to the following facts and purposes:
a. On July 1, 2013, the City and Consultant entered into that certain
Agreement entitled "Agreement for Landscape Plan Check and Inspection Services," in the
amount of $90,000.
b. The parties now desire to, increase the payment in the amount of
$16,700, and to amend the Agreement as set forth in this Amendment.
2. Section 4 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Consultant 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 Sixteen Thousand Seven Hundred Dollars ($16,700),
for additional Landscape Plan Check and Inspection Services for a
total Agreement amount of One Hundred Six Thousand Seven
Hundred Dollars ($106,700).
3. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
1
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
Blanca Y. Price
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Blanca Y. Price, Owner
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Blanca Y. Price
P 0 Box 1494
Temecula, CA 92593
951-837-3432
BlancaYPriceagmail.com
PM Initials: D
Date:
2
Item No. 12
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Armando G. Villa, AICP, Director of Community Development
DATE: June 24, 2014
SUBJECT: Agreement with Keyser Marston Associates for Economic Consulting Services —
Land Use Economic Opportunity Study and Old Town Market Opportunities
Update
PREPARED BY: Lynn Kelly -Lehner, Senior Management Analyst
RECOMMENDATION: That the City Council approve an Agreement with Keyser Marston
Associates for Economic Consulting Services — Land Use Economic Opportunity Study and Old
Town Market Opportunities Update, in the amount of $124,000.
BACKGROUND: Now in its 25th year of incorporation, the City of Temecula is
transitioning from a growth City to a maintenance City. While there are several opportunities for
large developments remaining throughout the community, the majority of the developable
vacant properties are considered to be smaller, infill projects. The City wishes to remain fiscally
prudent and maintain a healthy fiscal and economic balance and evaluate land development
potential and economic opportunity on a City-wide basis.
On May 21, 2014, the Infill Land Use Subcommittee, consisting of Mayor Pro Tem Comerchero
and Councilmember Naggar, recommended entering into an agreement with Keyser Marston
Associates (KMA) for economic consulting services to conduct a land use economic opportunity
study throughout the City. The City seeks to determine whether the existing General Plan land
use designations for the remaining vacant land will enable the City to maximize economic
opportunity for the community. The study will assess the comparative fiscal impacts on the
City's General Fund for a General Plan build out scenario versus an alternative land use
scenario. KMA will assess current market conditions for various land use types and develop a
fiscal impact model to measure the recurring annual impacts on the City's General Fund
resulting from incremental development on the remaining vacant land in the City.
As a part of this study, Keyser Marston will also update a previous market assessment for Old
Town, originally prepared by Keyser Marston in 1998, by providing an update of current market
conditions in Old Town and identifying development opportunities and implementation
approaches to improve the area.
FISCAL IMPACT: There are sufficient funds of $124,000 in account
001.161.999.5248 (Consulting Services) to cover the cost of this study.
ATTACHMENTS: Agreement
AGREEMENT FOR CONSULTANT SERVICES BETWEEN
CITY OF TEMECULA AND KEYSER MARSTON ASSOCIATES
PROPOSAL FOR ECONOMIC CONSULTING SERVICES — LAND USE ECONOMIC
OPPORTUNITY STUDY AND OLD TOWN MARKET OPPORTUNITIES UPDATE
THIS AGREEMENT is made and effective as of June 24, 2014, between the City of
Temecula, a municipal corporation (hereinafter referred to as "City"), and Keyser Marston
Associates, 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 1, 2014, and shall remain and continue in
effect until tasks described herein are completed, but in no event later than June 30, 2015,
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. PERFORMANCE
Consultant shall at all times 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. 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 One
Hundred Twenty Four Thousand Dollars ($124,000) for economic consulting services for
the total term of this agreement 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.
5. 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.
6. 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.
7. 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.
8. INDEMNIFICATION
The Consultant agrees to defend, indemnify, protect and hold harmless the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the
Temecula Redevelopment 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 of Temecula, Temecula
Community Services District, and/or the Successor Agency to the Temecula Redevelopment
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 of Temecula, Temecula Community Services District, and/or the
Successor Agency to the Temecula Redevelopment Agency.
9. 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.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
1) Insurance Services Office Commercial General Liability form No.
CG 00 01 11 85 or 88.
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 Dollars ($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 Dollars ($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 Dollars ($1,000,000)
per claim and in aggregate.
c. Deductibles and Self -Insured Retentions. Any deductibles or self-insured
retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000).
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 of Temecula, the Temecula Community Services District,
the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula Community Services
District, the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula
Community Services District, the Successor Agency to the Temecula Redevelopment Agency,
their officers, officials, employees and volunteers. Any insurance or self-insured maintained by
the City of Temecula, Temecula Community Services District, and/or the Successor Agency to
the Temecula Redevelopment Agency, 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 of
Temecula, the Temecula Community Services District, and the Successor Agency to the
Successor Agency to the Temecula Redevelopment Agency, their 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 in substantial conformance to the following: If the policy will be canceled
before the expiration date the insurer will notify in writing to the City of such cancellation not less
than thirty (30) days' prior to the cancellation effective date.
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.
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.
10. 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.
11. 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.
12. 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,
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.
13. 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.
Mailing Address:
To Consultant:
14. ASSIGNMENT
City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
Keyser Marston Associates
Attn: Paul C. Marra
555 West Beech Street, Suite 460
San Diego, CA 92101
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.
15. 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.
16. 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.
17. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development
of this agreement or its approval 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 that has participated in
the development of this agreement or its approval has any interest, whether contractual, non -
contractual, financial or otherwise, in this transaction, the proceeds thereof, 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.
18. 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.
19. 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. The City Manager is authorized to enter into an amendment on behalf of the City to
make the following non -substantive modifications to the agreement: (a) name changes; (b)
extension of time; (c) non -monetary changes in scope of work; (d) agreement termination.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
KEYSER MARSTON ASSOCIATES
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Paul C. Marra, Managing Principal
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Keyser Marston Associates
Attn: Paul C. Marra
555 West Beech Street Suite 460
San Diego, CA 92101
619.718.9500
pmarra@keysermarston.com
PM Initials: D
Date: v
EXHIBIT A
Tasks to be Performed
Scope of Services
1. Initiation
KMA will participate in a kick-off meeting (Meeting #1) with City staff to review the work program
and schedule; collect background data, reports, and maps; and identify additional information needs.
Key information required will include the General Fund budget, General Plan build -out tabulations by
land use, and vacant land inventory and development potential. We will tour the major vacant
properties remaining in the City. We will also seek City input regarding potential contacts with key
industry stakeholders.
11. Demographic and Economic Trends
KMA will review key demographic and economic trends in Temecula and the surrounding market
area, including population, households, household income, and employment. We will draw
information from the Western Riverside Council of Governments (WRCOG)/Southern California
Association of Governments (SLAG), the U.S. Census, and data profiling sources such as Nielsen Site
Reports.
III. Market Conditions by Land Use Type
KMA will assess current market conditions and competitive position for five (5) major land use
categories within the City: commercial (retail and restaurant); residential (single-family and multi-
family); office; industrial; and lodging (hotels/motels). At a minimum, the KMA assessment will
include the following key work tasks.
a. KMA will review Statewide and regional economic trends in land use and development.
b. KMA will identify the major concentrations of commercial, residential, office, industrial, and
hotel uses within the City, and evaluate their competitiveness on a regional level.
c. KMA will evaluate key market factors such as inventory, absorption, vacancy, and value
indicators for each major land use category. Market data will be collected from third -party data
sources such as CoStar Group, Inc., LoopNet Inc., real estate brokerage publications, and industry
sector publications.
d. KMA will review major development proposals planned or under construction within the market
area.
In addition to the above collection and review of market data, KMA will conduct telephone surveys of
selected developers, brokers, and other real estate professionals to better understand market
conditions and development opportunities in the City.
!V. Development Potential by Land Use Type
Based on the demographic and market assessments, KMA will prepare a matrix summarizing
principal assets and constraints affecting development potential for each land use category. We will
identify key development opportunities in terms of land use mix, type of development, and location.
We will prepare long-term growth projections and absorption forecasts for each major land use
category on a Citywide basis. Absorption forecasts will be expressed in units/building area as well as
land area. We will compare the required land area to meet the absorption forecasts with the
remaining vacant land inventory in the City by land use type per the existing General Plan
designations. Based on this comparison, we will review the potential to redesignate portions of the
remaining land inventory, thereby generating an alternative land use program that is more fiscally
and economically balanced for the City.
Using the absorption projections, KMA will also estimate key indices such as jobs/housing balance,
employment opportunities, range of housing types, retail sales capture, and other metrics at future
milestones.
KMA will participate in a meeting with City staff and/or the Council Subcommittee to present the
findings of the demographic and market assessments (Meeting #2). Based on City feedback, we will
refine the recommended land use scenarios to be evaluated in the fiscal impact analysis (Task V).
V. Fiscal impact
KMA will develop a fiscal impact model to measure the recurring annual impacts on the City's
General Fund resulting from incremental development on the remaining vacant land in the City. The
KMA fiscal model will evaluate three scenarios: (1) a baseline scenario based on build -out of the
existing General Plan; (2) a City -driven alternative land use scenario formulated in Task IV above; and
(3) a third land use alternative that reflects current requests by developers/property owners to
redesignate sites for residential use. KMA will work with City staff to finalize the land use programs
for the second and third alternatives.
KMA will review the City's existing General Fund budget to understand the City's fiscal condition and
revenue/expense parameters. KMA will estimate the annual operating expenditures generated by
incremental development on remaining vacant land in the City. We will supplement this analysis
through discussions with selected department heads regarding level of service and expenditure
trends. In particular, we will interview key staff in the police, fire, public works, recreation funding,
and parks maintenance divisions to track recent trends in costs to deliver services (Meeting #3).
The KMA models will address both recurring revenues and operating expenditures, expressed in
2014 dollars, at build -out of each alternative.
Recurring General Fund Revenues
For each land use scenario, KMA will estimate the gross tax revenues generated at build-
out/stabilization (2014 dollars), including:
1. City's share of annual property tax revenues
2. Redevelopment Property Tax Trust Funds (RPTTF)
3. Vehicle license fees (VLF)
4. City's share of property transfer tax
S. City's share of sales tax revenues, including both direct (on-site) and indirect (off-site spending by
new residents)
6. Transient Occupancy Tax (TOT)
7. Other applicable revenue sources, such as utility user fees, business license revenue, fines,
forfeitures, etc.
Each revenue source has its own basis, such as valuation or economic performance level, which will
be based on market data inputs and other industry sources. Direct sales tax revenues will be
projected using data provided by the City on sales tax generation by different land uses and
businesses in the City (if available), or sources such as the State Board of Equalization or Urban Land
Institute. The KMA estimate of sales tax revenues generated by new residents will be based on the
expenditure patterns of existing City residents, as well as the range of retail opportunities in the City.
The fiscal impact analysis will not address: (1) non-recurring revenues, such as development impact
fees and building permit fees which are used to offset one-time City service costs; and (2) recurring
revenues that are not used to fund General Fund services, such as water and sewer charges.
Recurring General Fund Expenditures
KMA will estimate the annual operating expenditures generated from each land use scenario at
build-out/stabilization (2014 dollars), including all major departments and service categories. For
each major category, KMA will evaluate existing General Fund budget allocations, and express these
cost factors on an average per capita basis. Typically, each major category is allocated either to
residential population only ("per resident") or to a combination of residential population and
daytime employment ("per equivalent resident"), depending on the nature of the service. KMA will
then use these "per resident" and "per equivalent resident" factors to estimate the required increase
in General Fund expenditures to serve each new development prototype. As noted above, these
straight-line average indices will be supplemented through interviews with key department heads
regarding their cost of service structure and recent cost escalation trends.
Fiscal Impact Conclusions
KMA will summarize the net fiscal impact to the City for each land use scenario at build-
out/stabilization (i.e., recurring annual revenues less operating expenditures).
VI. Presentation
The KMA findings will be presented in several stages, beginning with an initial PowerPoint
presentation (Meeting #4) of our complete draft findings and supporting analysis. Based on feedback
from City staff, we will prepare and submit a draft report. After receipt of consolidated comments
from City staff, we will complete a final report. We will also prepare for, and attend, one (1) public
meeting (Meeting #5) to present the final report.
VII. Optional Task: Old Town Market Opportunities Update
It is the KMA understanding that the City is interested in updating the market assessment for Old
Town Temecula. The original study, prepared by KMA in June 1998, reviewed existing conditions in
OId Town; assessed market potential for retail/restaurant, office, hotel, and residential uses;
identified potential catalyst developments; and proposed a series of implementation strategies. In
2007, the City initiated a strategic visioning process which led to adoption of a new Specific Plan for
OId Town. In support of that effort, KMA evaluated supportable land uses and development
potential within Old Town for each major land use.
Since the original KMA studies, Old Town has experienced a tremendous transformation, including
the introduction of many new civic, cultural, commercial, and residential buildings. The City now
seeks to: (1) evaluate the progress accomplished to date; (2) assess the market potential for further
development, as well as methods to capture this demand; and (3) recommend programs and
organizational approaches that will improve the visitor experience and quality of life in Old Town.
In response to the City's objectives, KMA proposes to undertake an Old Town Market Opportunities
Update. We have prepared the following work program as an optional task for the City's
consideration.
Market Conditions Update
a. KMA will profile existing conditions in Old Town, including mix and type of land uses (we will
require the City's assistance in assembling land use data). Using this information, we will identify
the change in land use mix from the 1998 study to present.
b. We will conduct telephone interviews with key stakeholders, including selected real estate
developers, brokers/leasing agents, and business owners, to gather feedback on Old Town's
current strengths and weaknesses and potential future opportunities.
c. We will evaluate current market performance for each major land use category, and review
projects in the pipeline (data to be provided by City).
d. We will collect information on existing marketing, programs, and other activities currently taking
place in Old Town.
e. We will profile case studies of other comparable districts to identify best practices in establishing
and promoting a sustainable mixed-use district.
Development Opportunities and Implementation Approaches
a. KMA will summarize the key accomplishments in Old Town since 1998 and note specific
opportunities or challenges that remain unfulfilled.
b. KMA will conclude on: (a) the strength of demand for various land uses and product types within
Old Town; (b) key assets and constraints affecting development potential; and (c) Old Town's
competitive position relative to other destinations/mixed-use districts in Southern California.
c. We will identify optimal market niches and development potential by land use type.
d. Based on the updated market opportunities, we will recommend implementation steps to
further improve Old Town, including specific actions, responsibility party, and priority to further
improve Old Town.
The Old Town Market Opportunities Update will be presented in the form of an executive summary
memorandum report with supporting technical appendices as needed. Note that the Update does
not include an updated visitor and resident survey, as undertaken by CIC Research, Inc. for the 1998
report.
EXHIBIT B
Payment Rates and Schedule
Our total budget estimate for the Land Use Economic Opportunity Study (Tasks I -VI) is $89,000. Our
budget requirement for the Old Town Market Opportunities Update (Task VII) is $35,000, for a grand
total budget of $124,000. Our budget breakout is itemized below. KMA proposes to time -bill the
City in accordance with our standard hourly billing rates (attached) subject to these budget limits.
Task
Budget
I — Initiation
$5,000
II — Demographic and Economic Trends
$8,000
III — Market Conditions by Land Use Type
$20,000
IV — Development Potential by Land Use Type
$15,000
V — Fiscal Impact
$25,000
VI — Presentation
$12,500
Su btota I
$85,500
Reimbursables (1)
$3,500
Total Budget (Tasks I — VI) $89,000
VII — Optional Task: Old Town Market Opportunities Update
S35,000
Grand Total Budget
$124,000
(1) Induces data and reports, mileage, and other direct costs.
(2) Does not include CIC Research, Inc. surveys of visitors and residents. The budget estimate for Task
VII reflects the combined efficiencies of preparing the Land Use Economic Opportunity Study and
Old Town Market Opportunities Update concurrently.
The KMA budget estimates include the following limitations:
• Maximum of three (3) versions of each work product, i.e., Administrative Draft, Draft, Final
• All work products submitted in PDF format only
• Maximum of four (4) meetings with City staff and one (1) public meeting
• Maximum of three (3) scenarios for the fiscal impact analysis
Schedule
KMA anticipates a requirement for 75 calendar days from project initiation to presentation of draft
findings at the conclusion of Task IV, and an additional 45 days to complete the draft fiscal impact
analyses in Task V.
If the City selects Optional Task VII, KMA proposes to initiate this work program 30 days after
commencing the Land Use Economic Opportunity Study, with submittal of a draft report within 75
days from the start of Task VII.
Item No. 13
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Thomas W. Garcia, Director of Public Works/City Engineer
DATE: June 24, 2014
SUBJECT: First Amendment to the Agreement with KRW & Associates for Fiscal Year
2014-15
PREPARED BY: Mayra De La Torre, Senior Engineer
Judith M. McNabb, Administrative Assistant
RECOMMENDATION: That the City Council approve the First Amendment to the
Agreement with KRW & Associates, in the amount of $20,000, for engineering plan check, map
and legal description review for Fiscal Year 2014-15.
BACKGROUND: On July 1, 2013, the City entered into an annual agreement with
KRW & Associates for engineering plan check, map and legal description review. To date, staff
has been satisfied with the services provided by KRW & Associates and wishes to continue to
use their services by extending the term of the agreement to June 30, 2015, and increase the
payment in the amount of $20,000, for a total agreement amount of $40,000. The original
agreement allows for term extensions for continued services during Fiscal Year 2014-15.
FISCAL IMPACT: Adequate funds for this item have been appropriated in the Fiscal
Year 2014-15 Annual Operating Budget.
ATTACHMENT: First Amendment with KRW & Associates
FIRST AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND KRW & ASSOCIATES
ENGINEERING PLAN CHECK, MAP AND LEGAL DESCRIPTION REVIEW
THIS FIRST AMENDMENT is made and entered into as of July 1, 2014, by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
KRW & Associates, a Sole Proprietor (hereinafter referred to as "Consultant"). In
consideration of the mutual covenants and conditions set forth herein, the parties agree as
follows:
1 This Amendment is made with the respect to the following facts and purposes:
a. On July 1, 2013, the City and Consultant entered into that certain
Agreement entitled "Agreement for Engineering Plan Check, Map and Legal Description
Review," in the amount of $20,000.
b. The parties now desire to extend the term of the agreement to June 30,
2015, increase the payment in the amount of $20,000, and to amend the Agreement as set forth
in this Amendment.
follows:
2. Section 1 of the Agreement entitled "TERM" is hereby amended to read as
"This Agreement shall remain and continue in effect until tasks herein
are completed, but in no event later than June 30, 2015, unless sooner
terminated pursuant to the provisions of this Agreement.
3. Section 4 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Consultant monthly, in accordance with the
payment rates and schedules and terms set forth in Exhibit A, 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 A, other than the payment rates and
schedule of payment, are null and void. The First Amendment amount
shall not exceed Twenty Thousand Dollars ($20,000), for additional
Engineering Plan Check, Map and Legal Description Review, for a total
Agreement amount of Forty Thousand Dollars ($40,000).
4. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
1
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
KRW & Associates
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Kris R. Winchak
Owner and Sole Proprietor
ATTEST:
By:
Gwyn R. Flores, CMC, Acting City
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
KRW & Associates
Attn: Kris R. Winchak
P.O. Box 867
Murrieta, CA 92564
909-262-7009
951-245-0159 - Fax
kwinchak@verizon.net
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Item No. 14
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Thomas W. Garcia, Director of Public Works/City Engineer
DATE: June 24, 2014
SUBJECT: First Amendment to the Contract with Pacific Striping, Inc. for Citywide
Repainting of Traffic Striping, PW13-04
PREPARED BY: Jerzy Kanigowski, Facility Services Manager
RECOMMENDATION: That the City Council:
1. Approve the First Amendment to the Contract with Pacific Striping, Inc., in the
amount of $278,150, for Citywide Repainting of Traffic Striping, PW13-04;
2. Authorize the City Manager to approve additional work not to exceed the
contingency amount of $51,850, which is approximately 18.6% of the annual
amount.
BACKGROUND: On July 23, 2013, the City Council approved a contract with
Pacific Striping, Inc., in the amount of $278,150, to provide for Citywide repainting of traffic
striping. The original agreement allows for four one year term extensions through June 30,
2018. Citywide repainting of street striping and pavement markings occurs on two annual
occasions that are roughly six-month intervals. In addition to repainting existing stripes and
pavement markings, the contract allows for minor modifications as directed by the City
Engineer, including the removal of existing stripes and the placement of new traffic stripes and
pavement markings. Staff is satisfied with the performance of Pacific Striping, Inc. and
recommends extending the contract.
FISCAL IMPACT: The cost to provide Citywide repainting of traffic striping for Fiscal
Year 2014-15 is $278,150, plus a contingency in the amount of $51,850 to address potential
extra work. Adequate funds have been requested in the Annual Operating Budget, Measure A
Fund, for Fiscal Year 2014-15, within account 170-199-999-5410.
ATTACHMENT: First Amendment with Pacific Striping, Inc.
FIRST AMENDMENT TO CONTRACT BETWEEN
CITY OF TEMECULA AND PACIFIC STRIPING, INC.
CITYWIDE REPAINTING OF TRAFFIC STRIPING, PW13-04
THIS FIRST AMENDMENT is made and entered into as of June 24, 2014, by and
between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and
Pacific Striping, Inc. a Corporation (hereinafter referred to as "Contractor"). In consideration of
the mutual covenants and conditions set forth herein, the parties agree as follows:
1. This Amendment is made with the respect to the following facts and purposes:
a. On July 23, 2013, the City and Contractor entered into that certain
Contract entitled "Contract for Citywide Repainting of Traffic Striping, PW13-04."
b. The parties now desire to extend the term of the Contract to June 30,
2015, and to amend the Contract as set forth in this Amendment.
2. Section 2 of the Contract entitled "TERM" is hereby amended to read as follows:
This contract shall commence on July 23, 2013, with the first
extended term starting on July 1, 2014, and shall remain and
continue in effect until tasks herein are completed, but in no event
later than June 30, 2015 unless sooner terminated pursuant to
the provisions of this contract. The City may, upon mutual
agreement, extend the contract for three (3) additional one (1)
year terms. In no event shall the contract be extended beyond
June 30, 2018.
3. Section 6 of the Contract entitled "CONTRACT AMOUNT AND SCHEDULE" is
hereby amended to read as follows:
The City agrees to pay, and Contractor agrees to accept, in full
payment for, the work agreed to be done, the sum of: TWO
HUNDRED SEVENTY EIGHT THOUSAND ONE HUNDRED
FIFTY DOLLARS ($278,150), the total amount of the base bid for
work in the first additional year term of the Contract from July 1,
2014 through June 30, 2015.
4. Section 24 of the Agreement entitled "WRITTEN NOTICE" is hereby amended to
read as follows:
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
1
following deposit with the document delivery service or United States
Mail as provided above.
Mailing and Delivery Address:
Thomas W. Garcia
Director of Public Works/City Engineer
41000 Main Street
Temecula, CA 92590-3606
5. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
2
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed the
day and year first above written.
CITY OF TEMECULA
Pacific Striping, Inc.
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor Scott Fisher, President
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City Greg Fisher, Secretary/Treasurer
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Pacific Striping, Inc.
Contact Person: Scott Fisher
P.O. Box 1691
Whittier, CA 90609-1691
Phone Number: (562) 945-7805
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Date:
Item No. 15
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Thomas W. Garcia, Director of Public Works/City Engineer
DATE: June 24, 2014
SUBJECT: Second Amendment to the Agreement with Temecula Sunrise Rotary
Foundation for Fiscal Year 2014-15
PREPARED BY: Julie Dauer, Acting Management Analyst
Judith M. McNabb, Administrative Assistant
RECOMMENDATION: That the City Council approve the Second Amendment to the
Agreement with Temecula Sunrise Rotary Foundation, in the amount of $10,050, for bus
benches placement and maintenance for Fiscal Year 2014-15.
BACKGROUND: Since 1994, the Rotary has installed and maintained bus benches
at various locations throughout the City. Beginning in June 2000, the City Council desired to
lease 43 bus benches and have the Rotary maintain the bus benches for an annual agreed to
amount. On July 1, 2012, the City entered into a three-year agreement with Temecula Sunrise
Rotary Foundation ("Rotary") for Fiscal Year 2012-13, for the placement and maintenance of a
reduced number of bus benches from 43 to 36, as a result of route changes or conflicts with
other improvements, in an annual amount of $10,150. On October 29, 2013, a First
Amendment to the agreement was prepared for continued services provided in Fiscal Year
2013-14 to increase the payment in the amount of $10,050.
The Rotary has faithfully performed all services, including maintain, repair, clean, keep neat,
safe, and in sanitary condition all benches placed pursuant to the agreement. To date, staff has
been satisfied with the services provided by Rotary and wishes to continue to use their services
by increasing the payment in the amount of $10,050 for Fiscal Year 2014-15, for a total
agreement amount of $30,150. The original agreement allows for a term through
June 30, 2015.
FISCAL IMPACT: Adequate funds will be available in the Department of Public
Works Fiscal Year 2014-15 budget.
ATTACHMENT: Second Amendment with Temecula Sunrise Rotary Foundation
SECOND AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND TEMECULA SUNRISE ROTARY FOUNDATION
BUS BENCHES PLACEMENT AND MAINTENANCE
THIS SECOND AMENDMENT is made and entered into as of July 1, 2014, by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
Temecula Sunrise Rotary Foundation, a California non-profit corporation (hereinafter referred
to as "Rotary"). In consideration of the mutual covenants and conditions set forth herein, the
parties agree as follows:
1. This Amendment is made with the respect to the following facts and purposes:
a. On July 1, 2012, the City and Rotary entered into that certain Agreement
entitled "Agreement for Bus Benches Placement and Maintenance," in the amount of $10,050.
b. On October 29, 2013, the City and Rotary entered into the First
Amendment to that certain Agreement entitled "Agreement for Bus Benches Placement and
Maintenance," to increase the payment in the amount of $10,050, and amend the "Notices"
section of the Agreement to update the address of the City.
c. The parties now desire to increase the payment in the amount of $10,050,
and to amend the Agreement as set forth in this Amendment.
2. Section 4 of the Agreement entitled "LEASE PAYMENTS" at paragraph "a" is
hereby amended to read as follows:
City shall pay to Rotary the annual sum of Ten Thousand Dollars and No
Cents ($10,050.00) for the initial thirty six (36) Bus Benches described in
this agreement. Said annual payment shall be made in quarterly
installments with the exception of the first payment identified in
paragraph 4.a. of this Agreement. The City shall pay an additional
Seventy Five Dollars and No Cents ($75.00) per quarter for each
additional Bus Bench request that is placed and maintained by Rotary
within the public right-of-way in accordance with this Agreement. City
shall pay such fee to Rotary within 30 days of receipt of an invoice the
first business day of each quarter, beginning July 1, 2012. The Second
Amendment amount shall not exceed Ten Thousand Fifty Dollars
($10,050) for a total agreement amount of Thirty Thousand One
Hundred Fifty Dollars ($30,150).
3. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
1
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
TEMECULA SUNRISE ROTARY FOUNDATION
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Maryann Edwards, Mayor
ATTEST:
By: By:
Jill Schutte, President
Gwyn R. Flores, CMC, Acting City Roger M. Weber, Treasurer
Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Temecula Sunrise Rotary Foundation
Attn: Roger M. Weber, Treasurer
P.O. Box 2203
Temecula, CA 92593
951-695-3877
rweber3716@hotmail.com
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Date:
Item No. 16
TEMECULA COMMUNITY
SERVICES DISTRICT
ACTION MINUTES
of
June 10, 2014
City Council Chambers, 41000 Main Street, Temecula, California
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
The Temecula Community Services District Meeting convened at 7:30 P.M.
CALL TO ORDER: President Jeff Comerchero
ROLL CALL: DIRECTORS: Edwards, Naggar, Roberts, Washington, Comerchero
CSD PUBLIC COMMENTS
None
CSD CONSENT CALENDAR
19 Action Minutes — Approved Staff Recommendation (4-0-1, President Comerchero
abstained) Director Washington made the motion; it was seconded by Director
Edwards; and electronic vote reflected approval by Directors Edwards, Naggar,
Roberts, and Washington with President Comerchero abstaining because he did
not attend the May 27, 2014 Temecula Community Services District Meeting.
RECOMMENDATION:
19.1 Approve the action minutes of May 27, 2014.
20 Fourth Amendment to the Agreement with Excel Landscape, Inc. for Landscape
Maintenance Services for Fiscal Year 2014-15 — Approved Staff Recommendation (5-
0-0) Director Washington made the motion; it was seconded by Director Edwards;
and electronic vote reflected approval by Directors Edwards, Naggar, Roberts,
Washington and Comerchero.
RECOMMENDATION:
20.1 Approve the Fourth Amendment to the Agreement with Excel Landscape, Inc., in
the amount of $2,256,363.80, for Fiscal Year 2014-15 to provide continued
landscape maintenance services, and the addition of new and supplemental
landscape maintenance service areas;
20.2 Authorize the General Manager to approve additional work, not to exceed the
contingency amount of $225,636.38, which is equal to 10% of the amendment
amount.
CSD Action Minutes 061014 1
21 Annual Agreements for services for various Community Services Department Citywide
events, classes, and programs for Fiscal Year 2014-15 — Approved Staff
Recommendation (5-0-0) Director Washington made the motion; it was seconded
by Director Edwards; and electronic vote reflected approval by Directors
Edwards, Naggar, Roberts, Washington and Comerchero.
RECOMMENDATION:
21.1 That the Board of Directors approve the following annual agreements for Fiscal
Year 2014-15:
Timmy D Productions, Inc. $58,000 Event/program services
Bigfoot Graphics $50,000 Event/program services
CSD PUBLIC HEARING
22 Temecula Community Services District Proposed Rates and Charges for Fiscal Year
2014-15 — Approved Staff Recommendation (5-0-0) Director Washington made the
motion; it was seconded by Director Roberts; and electronic vote reflected
approval by Directors Edwards, Naggar, Roberts, Washington and Comerchero.
RECOMMENDATION:
22.1 That the Board of Directors adopt a resolution entitled:
RESOLUTION NO. CSD 14-03
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA
COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA
ADOPTING RATES AND CHARGES FOR SERVICE LEVEL B —
RESIDENTIAL STREET LIGHTING, SERVICE LEVEL C — PERIMETER
LANDSCAPING, SERVICE LEVEL D — RECYCLING AND REFUSE
COLLECTION AND SERVICE LEVEL R — EMERGENCY UNPAVED ROAD
MAINTENANCE SERVICES FOR FISCAL YEAR 2014-15
23 Adoption of the Fiscal Year 2014-15 TCSD Annual Operating Budget — Approved Staff
Recommendation (5-0-0) Director Washington made the motion; it was seconded
by Director Edwards; and electronic vote reflected approval by Directors
Edwards, Naggar, Roberts, Washington and Comerchero.
RECOMMENDATION:
23.1 That the Board of Directors adopt a resolution entitled:
RESOLUTION NO. CSD 14-04
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA
COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA
ADOPTING THE FISCAL YEAR 2014-15 ANNUAL OPERATING BUDGET
AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS
CSD Action Minutes 061014 2
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGER REPORT
CSD BOARD OF DIRECTORS REPORTS
CSD ADJOURNMENT
At 7:43 P.M., the Community Services District was formally adjourned to Tuesday, June 24,
2014, at 5:30 PM, for a Closed Session, with regular session commencing at 7:00 PM., City
Council Chambers, 41000 Main Street, Temecula, California.
Jeff Comerchero, President
ATTEST:
Gwyn R. Flores, CMC
Acting City Clerk/Acting District Secretary
[SEAL]
CSD Action Minutes 061014 3
Item No. 17
Approvals
City Attorney
Finance Director
City Manager
TEMECULA COMMUNITY SERVICES DISTRICT
AGENDA REPORT
TO: General Manager/Board of Directors
FROM: Kevin L. Hawkins, Director
DATE: June 24, 2014
SUBJECT: Agreement with Melody's Ad Works, Inc. for Old Town Temecula Special Event
Coordination and Marketing Services
PREPARED BY: Julie Pelletier, Recreation Superintendent
RECOMMENDATION: That the Board of Directors approve an agreement with Melody's
Ad Works, Inc., in the amount of $51,500 ($45,000/contract fee, $6,500/reimbursables) for the
coordination and marketing of special events in Old Town Temecula for Fiscal Year 2014-15.
BACKGROUND: Major events for Fiscal Year 2014-15 include the following:
• Hot Summer Nights, July 14 — September 4
• Quilt Show, October 3
• Winter Fest, November 27 — January 4
• New Year's Eve, December 31
• Bluegrass Festival, March 21-22
• Western Days, May 16-17
• Street Painting Festival, June 26-28
FISCAL IMPACT: Adequate funds are included in the Fiscal Year 2014-15 Temecula
Community Services District Operating Budget.
ATTACHMENTS: Agreement with Melody's Ad Works, Inc.
AGREEMENT FOR CONSULTANT SERVICES BETWEEN
TEMECULA COMMUNITY SERVICES DISTRICT AND MELODY'S AD WORKS, INC.
OLD TOWN TEMECULA SPECIAL EVENT PROMOTIONS
THIS AGREEMENT is made and effective as of June 24, 2014, between the Temecula
Community Services District, a municipal corporation (hereinafter referred to as "City"), and
Melody's Ad Works, Inc., 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 1, 2014, and shall remain and continue in
effect until tasks described herein are completed, but in no event later than June 30, 2015,
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. PERFORMANCE
Consultant shall at all times 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. 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 Fifty
One Thousand Five Hundred Dollars and No Cents ($51,500) for the total term of this
agreement 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 General
Manager. Consultant shall be compensated for any additional services in the amounts and in
the manner as agreed to by General 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.
5. 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.
6. 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 General 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.
7. 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.
8. INDEMNIFICATION
The Consultant agrees to defend, indemnify, protect and hold harmless the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the
Temecula Redevelopment 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 of Temecula, Temecula
Community Services District, and/or the Successor Agency to the Temecula Redevelopment
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 of Temecula, Temecula Community Services District, and/or the
Successor Agency to the Temecula Redevelopment Agency.
9. 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.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
1) Insurance Services Office Commercial General Liability form No.
CG 00 01 11 85 or 88.
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.
b. Minimum Limits of Insurance. Consultant shall maintain limits no less
than:
1) General Liability: One Million Dollars ($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 Dollars ($1,000,000) per
accident for bodily injury and property damage.
3) Worker's Compensation insurance is required only if Consultant
employs any employees. Consultant warrants and represents to the City of Temecula,
Temecula Community Services District, and/or the Successor Agency to the Temecula
Redevelopment Agency that it has no employees and that it will obtain the required Worker's
Compensation Insurance upon the hiring of any employees.
c. Deductibles and Self -Insured Retentions. Any deductibles or self-insured
retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000).
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 of Temecula, the Temecula Community Services District,
the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula Community Services
District, the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula
Community Services District, the Successor Agency to the Temecula Redevelopment Agency,
their officers, officials, employees and volunteers. Any insurance or self-insured maintained by
the City of Temecula, Temecula Community Services District, and/or the Successor Agency to
the Temecula Redevelopment Agency, 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 of
Temecula, the Temecula Community Services District, and the Successor Agency to the
Successor Agency to the Temecula Redevelopment Agency, their 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 in substantial conformance to the following: If the policy will be canceled
before the expiration date the insurer will notify in writing to the City of such cancellation not less
than thirty (30) days' prior to the cancellation effective date.
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.
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.
10. 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.
11. 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.
12. 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 General 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,
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.
13. 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.
Mailing Address: City of Temecula
Attn: General Manager
41000 Main Street
Temecula, CA 92590
To Consultant: Melody's Ad Works, Inc.
Attn: Melody Brunsting
21705 Como Street
Wildomar, CA 92595
14. 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.
15. 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.
16. 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.
17. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development
of this agreement or its approval 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 that has participated in
the development of this agreement or its approval has any interest, whether contractual, non -
contractual, financial or otherwise, in this transaction, the proceeds thereof, 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.
18. 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.
19. 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. The General Manager is authorized to enter into an amendment on behalf of the
City to make the following non -substantive modifications to the agreement: (a) name changes;
(b) extension of time; (c) non -monetary changes in scope of work; (d) agreement termination.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
TEMECULA COMMUNITY SERVICES MELODY'S AD WORKS, INC.
DISTRICT (Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Jeff Comerchero, TCSD President Melody Brunsting, President/Treasurer
ATTEST:
By: By:
Gwyn R. Flores, CMC, Acting City Cal Brunsting, Vice President/Secretary
Clerk/District Secretary
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Melody's Ad Works, Inc.
Melody Brunsting
20705 Como Street
Wildomar, CA 92595
(951) 678-1456
melsadworks@gmail.com
PM Initials: n R
Date: �/ //
EXHIBIT A
Tasks to be Performed
See attached proposal.
EXHIBIT B
Payment Rates and Schedule
Services rendered for annual events in Old Town Temecula:
Hot Summer Nights $12,000
Winterfest $12,000
New Year's Eve $ 5,000
Quilt Show $ 4,000
Bluegrass Festival $ 4,000
Western Days $ 4,000
Street Painting Festival $ 4,000
$45,000
Reimbursables — not to exceed $ 6,500
Total Contract Amount $51,500
NOTE: Any amounts deducted shall be deducted for event budget.
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Budget Proposal and Scope of Work
Old Town Temecula
Special Event Promotions
2014-15
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SCOPE OF WORK PERFORMED:
Melody's Ad Works, Inc. will plan, produce, supervise and promote a series of annual events in Old Town Temecula
designed to draw visitors to Old Town Temecula from the 2.2 million tourists that visit Temecula annually, and
attract visitors from the Inland Empire/Southwest Riverside County market area. These events will begin with Hot
Summer Nights July 11, 2014 and end with Old Town Temecula Street Painting, June 26-28, 2015.
This will be the 16th year for Melody's Ad Works to produce and promote Old Town Temecula Events. Since the Old
Town Event Implementation in 2000/2001, spending for Arts, Entertainment and Recreation has increased from $19
million annually (2000) to $233 million (2012) according to a recent Dean Runyan Survey. Additionally, $75 million
was spent in food and beverage.* The Old Town Temecula events have grown in attendance and notoriety
establishing Old Town Temecula as an Entertainment Destination, fulfilling an objective set out in the 1998 Keyser
Marston report on Old Town Temecula.
With cultural events like the Temecula Street Painting, Temecula Outdoor Quilt Show, Old Town Temecula Bluegrass
Festival, and Old Town Temecula Western Days and ICS Chili Cookoff, we at Melody's Ad Works, Inc. believe the
promotional campaign of these cultural events outside of the Temecula Valley has aided this growth in Tourism
Spending. The following statistics support this belief.
• Temecula Bluegrass Festival draws 200 RVs and 8,000-10,000 guests from Arizona, Nevada, Los Angeles, Orange
County and Northern California annually (from RV camp records).
• In 2014, 55% of the attendees are from outside of Riverside County based on Theater ticket sales.
• Temecula Bluegrass Festival holds a Saturday Evening concert in the Old Town Temecula Community Theater that
sells out every year. All of the ticket sales collected go directly to the Old Town Temecula Community Theater
Budget. In 2014 this revenue equaled $6,480 in ticket sales, and $448 in convenience fee, $6,928 net.
• Western Days Chili Cookoff was ranked one of the top 125 in the United States sending Temecula Winners to
the 2013 and 2014 World Championships. Winners of the Temecula Chili Cookoff are now ALSO eligible for the
World Food Championships in Las Vegas.
• Chili Cookoff is now making a profit netting $2252 after prizes ( $1172 cookoff entry fees and tastings, $ 1080)
• Chili Cookoff Contestants come from Los Angeles, Ventura, and San Diego County, as well as Arizona and Nevada
• Old Town Temecula Street Painting Festival hosted 143 street painting ARTISTS in 2013, of all ages with 96 giant
murals and 12,000 square feet of fine art painted on asphalt.
§ 1620 1 -foot x 1 -foot squares were painted by children and families.
§ 96 Murals and 143 artists painting for competition. Artists came from Colorado, Washington, and Arizona, plus,
Castaic, Fresno, San Diego, Laguna Beach, and La Quinta.
• In 2013, 17.5% of the Street Painters at the Old Town Temecula Street Painting Festival came from outside
Riverside County.
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• In 2013, approximately 1200 unique visitors per hour visited the paintings between the hours of 11 a.m. and 3
p.m. both Saturday and Sunday. This was determined by clickers, at separate locations, counting unique visitors
per hour and averaged. Peak hours for attendance is 11 a.m. to 3 p.m. (More than 4,800 per day visit the street
paintings during the event.)
• Temecula's Outdoor Quilt Show represents 21.3 MILLION quilters in America and $3.58 BILLION spent by
quilters ANNUALLY in America. Temecula's 6 -hour Event draws an average of 1,000 visitors per hour (6,000 for
the event) each year. Most visit from out of the area. Many come by bus in a group tour
To reach the niche audiences of the Cultural Arts world, Melody's Ad Works, Inc works with guilds, associations and
clubs that support the various niche groups to help spread the word of these events. Melody's Ad Works, Inc. also
utilizes an integrated marketing and public relations strategy that has won the agency numerous international event
marketing awards. This includes the 2013 IFEA Gold Pinnacle award for Media Relations, promoting the 2013
Temecula Valley Balloon & Wine Festival.
The 2014-15 marketing campaigns will include: Advertising (design, layout, copywriting, and placement in media) ;
Direct Marketing with flyers distributed at similar events; E -marketing utilizing Social Media, E-mails, and website
support at TemeculaCalifornia.com; public relations and publicity including distribution to regional and national
qualified media lists for each genre of the event; Sponsorship development and support marketing for sponsors for
Old Town Temecula events; solicitation and procurement of event vendors.
For the 2014-15 Old Town Temecula Events Melody's Ad Works Inc. will:
• Provide Creative Implementation, Enhancement and Production of all events within this contract.
• Review, screen, and select entertainers within this contract.
• Provide contact information for each performer's Performance agreements and W -9s
• Order necessary additional facilities such as stage, lighting, canopies, and portable toilets
• Work with City of Temecula Planning and Riverside County Environmental Health to assure proper permits are
acquired.
• Produce site map for each event within this contract.
• Develop an integrated marketing strategy for each event beginning with six month lead time calendar notices
and continuing through the conclusion of each event within this contract..
• Select and schedule most effective advertising for each event within this contract.
• Create radio and television commercials (production costs additional) within this contract.
• Create reproduction -ready art for applications and forms for the various events within this contract.
• Post on www.temeculacalifornia.com
• Develop, write and distribute to media press releases and press packages for each event within this contract.
o Distribute local, regional and national press releases supporting event.
o Post on event and entertainment media calendar websites in Southern California. (PE, UT -San Diego,
CVB, ETC)
o Distribute quarterly press release on events for 6 -month lead time publications.
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o Produce e-mail blasts to combined email list of Temecula general interest subscribers to
www.temeculacalifornia.com as well as developed email list to participants of Chili Cookoff, Temecula
Street Painting Festival, and Temecula Bluegrass Festival. Emails will promote events and activities and
follow all ANTI -SPAM rules and regulations restricting unsolicited emails.
• (City can either forward to their email list or provide additional names if available to
extend subscription base.)
o Produce event invitations on Twitter, Pinterest, Instagram Facebook and other social networks as
deemed necessary for the event.
o Provide On -Site YouTube uploads of each event
o Produce and pursue appropriate prizes for contestants of Chili Cookoff and Street Painting Festival.
• Provide on-site laminated 8.5x11"event locater signage for event activities
• Coordinate with City of Temecula Staff
• Pursue sponsors for events within this contract.
• Collect press clippings and maintain workbooks for each event within this contract
• Provide media coverage recap of events within this contract
• Meet with City staff up to 12 times per year regarding events of this contract.
ADDED SUPPORT - ROD RUN 2015
Melody's Ad Works, Inc. will assist City of Temecula with marketing of the 2015 Rod Run. This will include:
o Produce social media messaging from January 12 -March 9, utilizing Twitter, Facebook, Instagram and
Pinterest accounts under Melody's Ad Works and providing a schedule and feed messaging for the CITY
OF TEMECULA I.T. to produce.
o Write, produce and distribute press releases and media invitations to Broadcast and Print publications
beginning in October (long lead magazines such as Westways) and ending with event.
o Melody's Ad Works, Inc. to research and develop specialized automotive media contacts for event
o Melody's Ad Works, Inc. to develop advertising and marketing schedule based upon City budget.
Proposed annual Contract fee: $45,000.
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EVENT DESCRIPTIONS:
SUMMERFEST
Hot Summer Nights:
July 11 to August 29, 2014
Hot Summer Nights continues to grow in local popularity drawing audiences from Temecula, Murrieta, Menifee, Lake
Elsinore and Fallbrook. Friday night events will begin July 11 -August 29, Labor Day Weekend.
Melody's Ad Works, Inc. and staff met with Old Town Temecula Merchants and developed a plan for the Merchants
to procure and pay for entertainment July 11, 18 and 25, 2014.
Melody's Ad Works Inc., will procure entertainment for the August dates of August 1, 8, 15, 22 and 29, 2014.
Additional Melody's Ad Works Inc., will coordinate with the Old Town Temecula Merchants to schedule July and
August entertainment and prevent overlap, sound conflicts, and ensure a quality event.
Melody's Ad Works Inc., will promote the event beginning July 1 through August 29, 2014 with publicity, social media
and advertising paid out of the Hot Summer Nights Budget.
The Budget for 2014 is $31,500.
EVENTS AND ACTIVITIES
• 8 Weeks, July 11 -August 29
• Deejay/Emcee (variable dates)
• Dynamite Dave Weekly
• Party Jumps
• Art in Motion(variable dates)
• Face Painting
• Pony rides (variable dates)
• Bands and various locations
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QUILT SHOW
October 4, 2014
This event is popular with the merchants and out of town visitors. The Quilters in the Mist organization that
produces the event has asked for City help to make the event grow. City Funds for this show are used for rental
equipment and marketing and promotion. This includes creating a postcard that is distributed to California Quilt
Guilds and Shows, providing flyers and advertising to support the event and increase attendance. The 2013 event had
vendors in the conference center for the first time and a "quilt garden" in the Civic Center Quad produced by the
Temecula Rose Society. The two groups are working together again for the 2014 event.
Melody's Ad Works Inc., is currently working with the Quilt Show to expand the vendor portion of the show and help
the group become self-sustaining. Volunteers are needed to help the quilters and we will be pursuing a Boy Scout
participation program.
The Budget for 2014 is $2550.
Economic Impact of Quilting in the United States, According to a 2010 survey conducted by TNS Global, Inc,
• Total quilters in U.S. exceeds 21 million
• Estimated dollar value of quilting industry is $3.58 billion
• Average dedicated quilter is 62 years old, well-educated, with HH income of $91,602
• Dedicated quilters Spend on average $2422 per year on quilting
• There are more than 200 quilting guilds in the State of California
• Each year Guilds from around California attend the Outdoor show by Busloads.
• Quilts hung in Old Town Temecula have values from $500 to $2,000
• One of the largest quilt shows on the West Coast is in Sisters Oregon and attracts 12,000 visitors for the one -day
show. Temecula's show draws between 6,000-10,000.
Melody's Ad Works Inc. will work with the Quilters on permits, advertising, publicity, promotion and coordination of
the event.
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WINTERFEST
Old Town Christmas
Friday, November 28, 2014 to January 4, 2015
The proposed budget of 2014 is $20,500. City staff will schedule volunteer choirs from churches, Boy Scouts and Girls
Scouts to entertain.
Santa's arrival will be aboard the horse drawn sleigh on Thanksgiving Friday, November 29. Santa will offer visits 10
days for the 2014 year. This will include November 28, 29, 30; December 6, 7, 12, 13, 14, 19 and 20. The 20th will be
Santa's final day in Old Town. Melody's Ad Works, Inc. to pursue sponsor for enhanced Santa's Workshop. Currently
Melody's Ad Works, Inc. is working with the City of Temecula, and Temecula Valley Convention and Visitors Bureau
(TVCVB) to continue the enhancement of Winterfest.
In 2013-14 Melody's Ad Works Inc. worked with the TVCVB to establish Snowbell Rockin' Nights and enhance the
atmosphere and lighting during Winterfest in Old Town Temecula. This resulted in a $20,000 TVCVB Sponsorship that
provided: Wreath at City Hall, Gobos of Snowflakes at Front and Main and Front and 6th Streets, Lighted street pole
snowflakes at Front and Main, and the Snowbell Rockin' Nights, synchronized to snow, lights and the music from the
Bell Tower, three times per night, 3 nights a week during Winterfest.
The Budget for 2014-15 Budget is $20,500
NEW YEAR'S EVE:
New Year's Eve has grown into a signature event for the City of Temecula with an estimated attendance of 3,000
during the grape drop in 2013. This budget has been increased to provide health and safety to the growing crowd
including portable toilets, security, bicycle fencing at the stage, sound tower scaffolding to raise sound, and
enhancements to the countdown including rehearsal.
The Budget for 2014-15 is $13,500.
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Bluegrass Festival
March 21-22, 2015
The 2014 event included a concert from three of the headliners in the OLD TOWN TEMECULA COMMUNITY THEATER
- ALL PROCEEDS OF THE SOLD OUT CROWD @$6,928 WENT TO COMMUNITY THEATER'S BUDGET.
The OTTCT will not be available for 2015. Additional, RV parking has been moved to Diaz lot, necessitating
transportation shuttles for RVers. The City of Temecula BUS will provide this transportation.
Surveys of the RV owners demonstrated that the visitors would spend $300 in Old Town Temecula while in town for
the event. ($60,000 sales in town). The 201 event experienced great crowds at all stages. OTTC was 60-100% filled for
all shows due to the higher temperatures and hot windy weather.
Budget for 2015 is $27,900.
2015 Festival
• Venues at local businesses, with facilities sponsored by local businesses such as canopies and/or staging will
be provided by local businesses. Bands at these venues will play 3 -hour sets similar to Hot Summer Nights.
• Mary Phillips Senior Center will be used as a replacement for workshops and indoor stage lost by OTTCT
Closure.
• Outdoor stage will remain at Town Square Park
• Conference Center will remain as green room and back up for rain contingency.
• Evening paid concert will be eliminated.
• Hours will be 11 a.m. to 6 p.m. Saturday & Sunday outdoors. Bands will be scheduled at local merchants for
6-9 p.m. sets on Saturday. Senior Center will be used 11 a.m. to 5 p.m.
NOTE TO PUBLIC WORKS AND THEATER (signage) - Bluegrass is ONE WORD.
8
Ad Works, Inc
Marketing & Public Relations
Western Days
May 16 & 17, 2015
HIGHLIGHTS OF 2013
In 2013 the Temecula Western Days Chili Cookoff was designated as one of the top 125 Cookoffs in the United States.
Winners of the Temecula Contest advance to World Chili Championships and the World Food Championships.
The 2013 Chili Cookoff had 36 contestants, with 26 competing in Red Chili, 16 in Chili Verde and 12 in Salsa.
Additional categories included Restaurant competition between Rosa's Cantina, The Bank, Temecula Lavender
Company, Chili Roaster, and Texas Lil's. 22 participated in people's choice. A $250 donation was made to Boy Scout
Venture troop 604 for handling the ticket Sales. The ICS Chili Cookoffs distribute more than $1 million annually to
charities within their communities. After cash award payouts, the cookoff netted $1,172 in fees and peoples taste
awards. $1080 was raised through vendor fees. Net Revenue recovery: $2252. (2014 to be determined. ICS standard
is to spell Cookoff as one word.)
In 2014, Melody's Ad Works, Inc. coordinated with the Temecula Valley Museum to provide entertainment at Sam
Hicks Park and at the Museum during Western Days. This provided more variety to the weekend, an historical
element that is factual, and musical entertainment the Event budget cannot provide. The budget has been increased
as it has been difficult to provide necessary permits, health and safety requirements for two days, entertainment and
facilities with the 2014 budget of $7850.
The budget for Western Days is $8350.00 a $500 increase
The 2015 Event will include the ICS Chili Cookoff. Promotion will begin in January for the Cookoff. Sound system used
for Chili Cookoff — DONATED BY MELODY'S ADWORKS INC. in 2008-2014
8
Ad Works, Inc
Marketing & Public Relations
Street Painting Festival & Plein Air Festival
June 26, 27 & 28, 2015
HIGHLIGHTS OF 2013 EVENT:
Over 1,6201 foot x 1 foot squares were painted by children and families who visited the event. More than 140 street
painting artists and muralists competed at the 2013 Street Painting Festival. Street Painting Festival. Artists who
participated in the event came from the states of Washington, Arizona and California. Californian artists included
residents from Castaic, Fresno, La Quinta, San Diego and Long Beach.
The Temecula Street Painting Festival has a unique quality over other festivals. It is recommended to artists
throughout California and often we receive new registrations through referrals as being "friendly" with plenty of
open space, shade, water, and support. It is also unique for the free access to youth and families with the most
"family and children" drawings of a California Street Painting Festival. We also are one of the few festivals to offer
the chalk to children free.
The Old Town Temecula Street Painting Festival is part of a cooperative group of festivals that cross promote
including the I Madonnari Festival and Santa Barbara Festival. This festival continues to grow in participants, quality
and attendance. As a benchmark, the 2007 event had a total of 72 artists participating and 600 1 foot by 1 foot
block; 2013 143 artists, 1620 1 foot by 1 foot blocks.
• The Temecula Street Painting Festival has more than doubled in 6 years.
• Average unique visitors through Town Square Saturday and Sunday from 11 a.m. to 3 p.m., 1,500 per hour.
• Estimated attendance over 6,000 per day, 12,000 per weekend.
The Budget for 2015 is $9,250 a $1,000 increase.
This is an increase from the 2014 budget @ $8250. It was assumed that the TCSD Budget could afford the following
facilities and it cannot.
• (2) 10x20 ez ups
• (4) 8 -foot tables,
•20 plastic chairs,
•2 light standards for evening art work,
• 10-12 EZ Ups or 16 Umbrellas, 30 sand bags, environmental health permit for food vendors,
• bottled water for 140 artists,
• minimum 2 bottles of water per day per artist -
• 140 artists=560 bottles of water, or 24 cases of 24 bottles (if 8 oz bottles, double amount)
8
Ad Works, Inc
Marketing & Public Relations
TEMECULA STREET PAINTING FESTIVAL 2015
Melody's Ad Works Inc., will donate the following as the firm has since 2005
• Gatorade and Breakfast Saturday & Sunday
• Non-cash prizes for other street painting categories
• Photography
• Refreshments for reception on Sunday
• Donation to Boy Scouts who assist with the event setup Friday, Saturday and Sunday.
ADVERTISING AND GRAPHICS DEADLINES FOR EVENTS:
Melody's Ad Works, Inc. produces advertisements, commercial/broadcast copy and scripts, flyers, posters, and
collateral material for the events defined within this agreement. As with all marketing efforts, maintaining and
following deadlines for proofing and completion are essential to the success of the marketing campaign. For this
reason the following deadlines are provided.
GRAPHIC ARTS AND BROADCAST PRODUCTION TURN AROUND:
• 1-2 Weeks
o Proof/revisions 1 week
o Proof corrections 24 hours
Deadline for Radio, Television for placement —1 week prior to airing
Deadline for Newspaper dailies - 3-5 days depending on date of ad/holidays
Deadline for Newspaper monthlies — 2 weeks prior to month ad is to run
Necessary time to promote an event 4-6 weeks of publicity, advertising, collateral material on display.
Any delays, excessive revisions of work, event budget or itinerary changes, result in a less efficient and effective
promotional campaign for the event. Excessive revisions, changes and/or additional events and activities will result in
additional fees beyond this contract fee at the rate of $150 per hour. Excessive revisions are defined as more than
two design and/or copy changes due to subjective taste and not errors or omissions.
Melody's Ad Works Inc. $ 45,000
Melody's Ad Works Inc. will bill monthly on the first of the month, for services described herein.
Expenses incurred by Melody's Ad Works Inc., such as printing, postage, copies of applications, copy and fax costs,
Christmas decorations, ice, signage, prizes and awards, games and toys for the events will be billed separately and
are not part of the contract price for services. These expenses are delineated in each event budget spreadsheet.
Postage falls under advertising. Other supplies fall under facilities and entertainment depending upon the supply
item.
Any City of Temecula requirements (insurance, permits, business license, and/or processing procedures) of Melody's
Ad Works, Inc. that result in direct increased cost to Melody's Ad Works, Inc. and are additional to previous year's
requirements, will be billed to the City of Temecula at cost for said items separate from this agreement. Melody's
Ad Works, Inc maintains General Liability Insurance of $1,000,000, and auto liability of $1,000,000 per accident and
d
Ad Works, Inc
Marketing & Public Relations
assigns the City of Temecula as additional insured. Melody Brunsting, president is the sole
employee of the company and therefore not required by law to carry workman's
compensation.
Melody's Ad Works, Inc. has analyzed the past 14 years of servicing this account and found
the amount of reimbursable is the minimum required to provide for the events. This amount
is $6,500 and is included within the event budget.
Respectfully submitted,
Melody Brunsting
Melody Brunsting
President
Melody's Ad Works, Inc.
Providing quality events, marketing and promotions since 1989
Winner of the International Festivals & Events Association
Gold Pinnacle Awards for Media Relations, Marketing, Social Media Campaign and Promotions.
Item No. 18
TO:
FROM:
DATE:
SUBJECT:
TEMECULA COMMUNITY SERVICES DISTRICT
AGENDA REPORT
General Manager/Board of Directors
Kevin Hawkins, Director of Community Services
June 24, 2014
Annual Agreement with Nicholas Tierce for Graphic Design and Videography
Services for the Theater and Museums for Fiscal Year 2014-15
PREPARED BY:
Erica Russo, Patron Services Coordinator
RECOMMENDATION: That the Board
agreement for Fiscal Year 2014-15:
Nicholas Tierce $50,000
of Directors approve the following annual
Graphic design and videography
BACKGROUND: Each year the Old Town Temecula Community Theater produces
extensive, award-winning print, electronic, and video collateral to support its season of over 500
performances on the Main Stage and at The Merc. High-caliber graphic design services are
essential to generating revenue through ticket sales, efficient use of limited staff hours, and
enhancing the community's awareness of the Theater's Cultural Arts programming. As both a
qualified graphic designer and videographer and a former Theater employee, Mr. Tierce is
uniquely positioned to provide optimal service, quality, and value. For Fiscal Year 2014-15, Mr.
Tierce's services will also be used to support other cultural arts offerings, including the
Temecula Valley Museum's Veteran's History project. Approval of this Agreement will ensure
the timely and seamless provision of high quality Cultural Arts promotion the community has
come to expect.
FISCAL IMPACT: Adequate funds for this item have been appropriated in the Fiscal
Year 2014-15 Annual Operating Budget.
ATTACHMENTS: Agreement with Nicholas Tierce
AGREEMENT FOR CONSULTANT SERVICES BETWEEN
TEMECULA COMMUNITY SERVICES DISTRICT AND NICHOLAS TIERCE
THEATER GRAPHIC DESIGN WORK
THIS AGREEMENT is made and effective as of July 1, 2014, between the City of
Temecula, a community services district (hereinafter referred to as "City"), and Nicholas
Tierce, Sole Proprietor (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 1, 2014 and shall remain and continue in effect
until tasks described herein are completed, but in no event later than June 30, 2015 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. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of his or her ability,
experiences, 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. 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 Fifty
Thousand Dollars and No Cents ($50,000) for the total term of 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 General
Manager. Consultant shall be compensated for any additional services in the amounts and in
the manner as agreed to by General 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.
5. 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 notices. 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.
6. 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 General 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.
7. 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.
c. With respect to the design of public improvements, the Consultant shall
not be liable for any injuries or property damage resulting from the reuse of the design at a
location other than that specified in Exhibit A, without the written consent of the Consultant.
8. INDEMNIFICATION
The Consultant agrees to defend, indemnify, protect and hold harmless the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the
Temecula Redevelopment 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 of Temecula, Temecula
Community Services District, and/or the Successor Agency to the Temecula Redevelopment
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 of Temecula, Temecula Community Services District, and/or the
Successor Agency to the Temecula Redevelopment Agency.
9. 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.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
1) Insurance Services Office Commercial General Liability form No.
CG 00 01 11 85 or 88.
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 Dollars ($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 Dollars ($1,000,000) per
accident for bodily injury and property damage.
3) Worker's Compensation insurance is required only if Consultant
employs any employees. Consultant warrants and represents to the City of Temecula,
Temecula Community Services District, and/or the Successor Agency to the Temecula
Redevelopment Agency that it has no employees and that it will obtain the required Worker's
Compensation Insurance upon the hiring of any employees.
4) Professional Liability Coverage: One Million Dollars ($1,000,000)
per claim and in aggregate.
c. Deductibles and Self -Insured Retentions. Any deductibles or self-insured
retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000).
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 of Temecula, the Temecula Community Services District,
the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula Community Services
District, the Successor Agency to the Temecula Redevelopment Agency, their 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 of Temecula, the Temecula
Community Services District, the Successor Agency to the Temecula Redevelopment Agency,
their officers, officials, employees and volunteers. Any insurance or self-insured maintained by
the City of Temecula, Temecula Community Services District, and/or the Successor Agency to
the Temecula Redevelopment Agency, 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 of
Temecula, the Temecula Community Services District, and the Successor Agency to the
Successor Agency to the Temecula Redevelopment Agency, their 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 insurers
liability.
5) Each insurance policy required by this agreement shall be
endorsed to state in substantial conformance to the following: If the policy will be canceled
before the expiration date the insurer will notify in writing to the City of such cancellation not less
than thirty (30) days' prior to the cancellation effective date.
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.
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.
10. 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.
11. 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.
12. 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 General 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,
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.
13. 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.
Mailing Address:
To Consultant:
14. ASSIGNMENT
City of Temecula
Attn: General Manager
41000 Main Street
Temecula, CA 92590
Nicholas Tierce
1830 North Hollywood Way Unit C
Burbank, CA 91505
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.
15. 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.
16. 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.
17. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development
of this agreement or its approval 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 that has participated in
the development of this agreement or its approval has any interest, whether contractual, non -
contractual, financial or otherwise, in this transaction, the proceeds thereof, 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.
18. 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.
19. 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. The General Manager is authorized to enter into an amendment on behalf of the
City to make the following non -substantive modifications to the agreement: (a) name changes;
(b) extension of time; (c) non -monetary changes in scope of work; (d) agreement termination.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
TEMECULA COMMUNITY SERVICES
DISTRICT
By: By:
Maryann Edwards, Mayor Nicholas Tierce, Owner
ATTEST:
By:
Gwyn R. Flores, CMC, Acting City
Clerk/District Secretary
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney CONSULTANT
Nicholas Tierce
1830 North Hollywood Way Unit C, Burbank, CA
91505
(951) 816-1074
nicktierce@gmail.com
PM Initials: n g
Date: �/
EXHIBIT A
Tasks to be Performed
The specific elements (scope of work) of this service include:
As directed by the Theater Manager or Patron Services Coordinator, Consultant shall:
• Design and produce camera-ready art to support the advertising and marketing goals of
the Theater and/or Temecula Valley Museum, including but not limited to posters, ads,
brochures, and related collateral supporting the Theater's 2014-15 season.
• Coordinate with production companies and other outside sources to acquire design
assets as needed.
• Maintain an on-going schedule of work and clear status updates with Theater Manager
and Patron Services Coordinator.
• Provide timely and detailed invoices for services rendered.
• Coordinate with printers and other vendors for production and delivery of final products.
EXHIBIT B
Payment Rates and Schedule
Rate: $45.00/hour
Schedule: Payment to be made monthly upon receipt of detailed invoices including hours
worked and individual project status(es).
Other: Approved materials (e.g., stock images) will be reimbursed at cost.
Item No. 19
COUNCIL BUSINESS
Approvals
City Attorney
Finance Director
City Manager
Pif-e-r-
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Thomas W. Garcia, Director of Public Works/City Engineer
DATE: June 24, 2014
SUBJECT: Ordinance Amending Section 10.28.010(D) of the Temecula Municipal Code
regarding Prima Facie Speed Limits on Certain Streets
PREPARED BY: Jerry Gonzalez, Associate Engineer - Traffic
RECOMMENDATION: That the City Council introduce and read by title only an ordinance
entitled:
ORDINANCE NO. 14 -
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, AMENDING SECTION 10.28.010(D) OF THE
TEMECULA MUNICIPAL CODE REGARDING PRIMA FACIE
SPEED LIMITS ON CERTAIN STREETS
SUMMARY OF
ORDINANCE: The Temecula Municipal Code is hereby amended as follows to
reaffirm the declared prima facie speed limits only on the following streets:
Name of Street
And Portion Affected
Calle Chapos —
Walcott Lane to Calle Girasol
Declared Prima
Facie Speed Limit
Miles Per Hour
30
Calle Girasol —
Calle Chapos to Nicolas Road 30
Crowne Hill Drive —
Butterfield Stage Road to Pauba Road 35
Diaz Road —
Dendy Parkway to Rancho California Road 45
La Serena Way —
Margarita Road to Butterfield Stage Road
McCabe Drive —
Meadows Parkway to Amarita Way
Moraga Road —
Rancho California Road to Margarita Road
Nighthawk Pass —
Vail Ranch Parkway to Butterfield Stage Road
Nighthawk Pass —
Butterfield Stage Road to Choate Street
Overland Trail —
Redhawk Parkway to Vail Ranch Parkway
Peppercorn Road —
Redhawk Parkway to Deer Hollow Way
45
35
40
45
25
40
40
Rancho Vista Road —
Ynez Road to Butterfield Stage Road 45
Redhawk Parkway —
Temecula Parkway (Route 79 South) to Tehachapi Pass 45
Vail Ranch Parkway —
Redhawk Parkway to Tehachapi Pass 45
Walcott Lane —
La Serena Road to Calle Chapos
30
BACKGROUND: At the meeting on August 22, 2006, the City Council adopted
Ordinance No. 06-09, which declared the prima facie speed limits on the streets shown above.
At that time, the recommended speed limits were determined on the basis of an Engineering
and Traffic Survey.
The California Vehicle Code (CVC) requires local authorities to review and reaffirm or adjust
speed limits within their jurisdiction every seven years on the basis of an Engineering and Traffic
Survey. The CVC also allows local authorities to extend an Engineering and Traffic Survey to
ten years, if a Registered Engineer determines that no significant changes in roadway or traffic
conditions have occurred, including major changes in adjacent property or land use, roadway
width, or traffic volumes.
The Director of Public Works/City Engineer has reviewed the streets listed above and
determined that no significant changes in roadway or traffic conditions have occurred within the
last seven years and a change to the existing posted speed limit is not required. Therefore,
Staff recommends that the City Council extend the existing Engineering and Traffic Survey and
adopt an Ordinance amending Section 10.28.01(D) of the Temecula Municipal Code reaffirming
the existing posted speed.
FISCAL IMPACT: There are no fiscal impacts associated with the recommended
action.
ATTACHMENT: Ordinance
ORDINANCE NO. 14 -
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA, AMENDING SECTION 10.28.010(D) OF
THE TEMECULA MUNICIPAL CODE REGARDING PRIMA
FACIE SPEED LIMITS ON CERTAIN STREETS
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN
AS FOLLOWS:
Section 1. Section 10.28.010(D) of the Temecula Municipal Code is hereby
amended as follows to reaffirm the declared prima facie speed limits only on the
following streets:
Name of Street
And Portion Affected
Declared Prima
Facie Speed Limit
Miles Per Hour
Calle Chapos —
Walcott Lane to Calle Girasol 30
Calle Girasol —
Calle Chapos to Nicolas Road 30
Crowne Hill Drive —
Butterfield Stage Road to Pauba Road 35
Diaz Road —
Dendy Parkway to Rancho California Road 45
La Serena Way —
Margarita Road to Butterfield Stage Road 45
McCabe Drive —
Meadows Parkway to Amarita Way 35
Moraga Road —
Rancho California Road to Margarita Road 40
Nighthawk Pass —
Vail Ranch Parkway to Butterfield Stage Road 45
Nighthawk Pass —
Butterfield Stage Road to Choate Street 25
Overland Trail —
Redhawk Parkway to Vail Ranch Parkway 40
Peppercorn Road —
Redhawk Parkway to Deer Hollow Way 40
Rancho Vista Road —
Ynez Road to Butterfield Stage Road 45
Redhawk Parkway —
Temecula Parkway to Tehachapi Pass 45
Vail Ranch Parkway —
Redhawk Parkway to Tehachapi Pass 45
Walcott Lane —
La Serena Road to Calle Chapos 30
Section 2. Severability. The City Council hereby declares that the provisions
of this Ordinance are severable and if for any reason a court of competent jurisdiction
shall hold any sentence, paragraph, or section of this Ordinance to be invalid, such
decision shall not affect the validity of the remaining parts of this Ordinance.
Section 3. The City Clerk shall certify to the adoption of this Ordinance and
shall cause the same to be published as required by law.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of
Temecula this day of , 2014.
Maryann Edwards, Mayor
ATTEST:
Gwyn R. Flores, CMC
Acting City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Gwyn R. Flores, CMC, Acting City Clerk of the City of Temecula, do hereby
certify that the foregoing Ordinance No. 14- was duly introduced and placed upon its
first reading at a meeting of the City Council of the City of Temecula on the 10th day of
June 2014, 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 , 2014, by the
following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
Gwyn R. Flores, CMC
Acting City Clerk
Item No. 20
DEPARTMENTAL
REPORTS
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Armando G. Villa, AICP, Director of Community Development
DATE: June 24, 2014
SUBJECT: Community Development Department Monthly Report
PREPARED BY: Lynn Kelly -Lehner, Senior Management Analyst
RECOMMENDATION: Receive and file.
The following are the highlights for the Community Development Department for May 2014.
CURRENT PLANNING ACTIVITIES
New Cases: Planning received 40 new applications, and conducted 2 public hearings during the
month of May. A detailed account of current planning activities is attached to this report.
Altair (formerly Village West) Specific Plan: On November 12, 2013, City Council approved an
Entitlement Processing Agreement with Ambient Communities (Developer) to process extensive
land use entitlements for the 270 acre property located west of Old Town including General Plan
Amendment, Specific Plan, Subdivision Maps, Development Agreement, and Environmental Impact
Report (EIR). Ambient Communities is proposing a mixed-use development comprised of residential
single-family and multi -family units, as well as retail/commercial, open space, and institutional uses.
The Developer has agreed to fund the City's expenses for hiring project staff to process the
entitlements for an efficient and detailed review of the project. Staff provided comments on a
second pre -application, including conceptual map and site plan layout, and draft Specific Plan. Staff
is currently reviewing a Multiple Species Habitat Conservation Plan (MSHCP) Consistency Report
and has prepared an Initial Study. Staff released a Request for Proposal (RFP) for an
Environmental Impact Report (EIR) in May. Proposals are due in June, and staff anticipates entering
into an agreement with the selected consultant in early July. (PETERS)
Temecula Valley Hospital: City Council approved the Temecula Valley Hospital project on January
22, 2008. A Certificate of Occupancy for the Phase I hospital bed tower was received from the
Office of Statewide Health Planning and Development (OSHPD) on July 19, 2013. United Health
Services obtained State licensing to open the hospital for patients on October 14, 2013.
On May 31, 2013, staff received a Major Modification application to modify the site plan and heliport
Conditional Use Permit to relocate the heliport from an area near the northeast corner of the hospital
building. UHS indicated that the heliport needs to be relocated based on concerns from the FAA
and the aeronautical division of Caltrans. UHS proposed two phases of movement for the heliport:
Phase I would place the heliport to the west of the hospital building, in one of the parking lot areas.
Phase II would place the heliport on the roof of the second hospital tower. In both cases, the
proposed locations result in a change to the flight path that move it away from the Madera Vista
residential project and changes the path to either head directly into or away from the prevailing wind
direction (rather that perpendicular to the prevailing winds), as directed by the FAA and Caltrans.
This application is under review and a Supplemental EIR is being prepared by Environmental
Science Associates. Staff anticipates scheduling the project for a public hearing before the
Planning Commission in August 2014 and before City Council in September 2014. (FISK)
Roripaugh Ranch Specific Plan: In 2013, the Planning Commission approved KB Homes,
Standard Pacific, and Van Daele Developments' applications for Home Products Reviews in the
Roripaugh Specific Plan Area. KB Home plans to construct 98 single-family homes. Standard
Pacific plans to build 200 single-family homes under the names Montego and Cambridge. Van
Daele Development will construct 113 single-family homes, 56 marketed as Verona, and 57 as
Sorrento. The three builders will construct 411 homes in four of five available planning areas in the
area commonly referred to the "panhandle." One hundred ninety four residential permits have been
issued to date. (PETERS)
LONG RANGE PLANNING
The Long Range Planning Division works toward larger scale and longer time -frame projects. Some
of the major projects and long-range planning activities currently in progress are described below.
Hike Bike Temecula (Multi -Use Trails and Bikeways Master Plan Update): On May 14, 2013,
City Council awarded a contract to KTU+A to update the City's Multi -Use Trails and Bikeways
Master Plan. On August 27, 2013, City Council approved an amendment to the contract to include a
sidewalk gap analysis within the Master Plan Update. A community workshop was held on
Saturday, October 26, 2013, and attendees provided feedback on bike lanes, sidewalks, trails,
hiking paths, and equestrian connections. Community input was also collected through a survey via
the project website www.hikebiketemecula.org. A Steering Committee meeting was held on
February 25, 2014 at the Merc Theater in Old Town, with over 30 participants in attendance. The
focus of the meeting was to summarize the survey results and to get feedback on proposed
improvements in Old Town. The Old Town improvements include sharrows (shared bike lane
markings) on Old Town Front Street, Bicycle Friendly Community signs, and strategically placed bike
racks. Phase I concluded with a community walk -ride event on May 10, 2014, highlighting priority
locations for future trails and bike lanes based on the community's feedback. On March 25, 2014,
City Council approved an amendment to the contract that included Phase II of the Master Plan
Update and additional sidewalk analysis. Phase II is under way. (PETERS)
Uptown Jefferson Specific Plan: The Uptown Jefferson Specific Plan Area encompasses
approximately 560 acres and is located north of Rancho California Road, west of Interstate 15,
south of Cherry Street, and east of Diaz Road. In January 2011, City Council established the
Jefferson Avenue Ad Hoc Subcommittee, comprised of Council Member Roberts and Mayor Pro
Tem Comerchero. The project website, www.envisionjefferson.org, provides updates to the public.
To date, staff has held eight City Council Ad Hoc Subcommittee Meetings to provide updates on the
various public meetings, develop policies, and obtain direction on the content of the Specific Plan.
Between October 2011 and July 2013, staff held six visioning workshops. These workshops solicited
feedback from the public and key stakeholders about the future vision of the Specific Plan area.
Eight recommendations emerged from the public visioning process, including: 1) strengthen
economic development, 2) expand the mix of uses, 3) define districts and neighborhoods, 4)
improve transportation, mobility, connectivity and circulation, 5) integrate recreation, open space and
trails, 6) create updated and flexible development standards, 7) build and maintain a comprehensive
utility infrastructure network and 8) establish a district identity. On June 13, 2013, staff also held a
Developer Focus Group to determine the future economic feasibility of the Specific Plan based upon
anticipated market conditions, economic demands, demographic trends, and available financing.
From July 2013 through December 2013, staff held six public Uptown Jefferson Specific Plan
Steering Committee Meetings with members of the public. Two commissioners from each of the
City's commissions (Planning, Community Services, and Public/Traffic Safety Commissions) sit on
the Committee. Staff presented form -based code principles and drafts of districts map, land use
matrix, street cross sections, conceptual streetscape beatification plan, circulation network,
hypothetical future block standards, urban parking standards, urban design guidelines, plan
administration, sign standards, adaptive reuse standards, plan financing, and the anticipated 30 -
year build out scenario.
Staff is currently writing the Specific Plan based upon the eight visioning recommendations, plan
framework, and the concepts presented at the six public Steering Committee meetings. An
Environmental Impact Report (EIR) is being prepared simultaneously with the Specific Plan. Plan
completion and certification of the EIR is anticipated in late 2014. (INNES, WEST, WATSON)
Uptown Jefferson Specific Plan Program Environmental Impact Report (EIR): Environmental
Science Associates (ESA) is preparing a Program EIR for the Uptown Jefferson Specific Plan. An
EIR Scoping meeting was held in June 2013, providing an opportunity to submit comments related
to the scope of the EIR. As a courtesy, all property owners within the Specific Plan area were mailed
notices for this meeting. Staff is currently reviewing and providing feedback on the draft EIR.
Certification of the Final EIR is anticipated in late 2014. (INNES, WEST, WATSON)
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) & HOUSING
Affordable Housing Overlay and Density Bonus Ordinance: City staff has completed the 2014-
2021 General Plan Housing Element Update. The City Council adopted the document on January
28, 2014, and the City received certification from the State Department of Housing and Community
Development (HCD) on March 10, 2014. Staff has prepared a project schedule for the Affordable
Housing Overlay and Density Bonus Ordinance as required by Program 1 and Program 4 of the
Housing Element. The project is in the initial planning phase. Staff is currently conducting research
and anticipates completing the Ordinance for adoption by February 2015. (WEAVER)
Community Development Block Grant (CDBG): The City of Temecula received the annual award
letter from HUD on April 4, 2014. The City will receive $544,070 in CDBG grant funding for Fiscal
Year 2014-15. After an extensive public outreach effort involving two public workshops, two Finance
Subcommittee meetings, a 30 -day public review period, and a public hearing, the City Council
approved the Fiscal Year 2014-15 Annual Action Plan and funding recommendations on April 22,
2014. Council members recommended allocating 20 percent for program administration ($108,814),
15 percent for public services ($81,610) to be divided evenly between five non-profit service
providers, and the remaining 65 percent for infrastructure improvements and housing activities. The
Sam Hicks Park Playground Enhancement project will receive $311,550 in additional CDBG funding,
Habitat for Humanity will receive $26,223 for a Critical Home Maintenance and Repair Program, and
GRID Alternatives will receive $15,873 for a Solar Affordable Housing Program. The Annual Action
Plan was submitted to HUD in May. (WEAVER)
ENERGY & CONSERVATION PROGRAM
Temecula Energy Efficiency Management (TEEM) Fund: The TEEM Fund is a self-sustaining
fund that utilizes rebate incentives while also re -directing annual utility costs savings from energy
efficiency projects into the fund. City Council established the fund in June 2013, with an initial
deposit of $119,728.90 in SCE and SCG rebates. Staff is working with Public Financial
Management Inc., a consultant funded through the Western Riverside Energy Partnership, to
develop an administrative policy manual for the TEEM Fund, and is focusing on policies and
methodologies for determining the amount of utility savings to be deposited into the fund after
energy efficiency projects are completed. (WEST)
Western Riverside Energy Leadership Partnership: This Partnership, consisting of eleven
Western Riverside Council of Government (WRCOG) member cities, Southern California Edison
(SCE), and Southern California Gas (SCG), provides incentives for participants to develop energy
efficiency programs. Temecula was the first City in the Partnership to achieve Gold Level status by
completing 13 energy efficiency projects in FY 2012-13, resulting in nearly $100,000 of annual utility
cost savings. For FY 2013-14, the City has upgraded the Community Recreation Center parking lot
lights with new LED lighting fixtures. This resulted in 9,155 kWh saved and an additional $2,280 in
annual savings. To achieve the Platinum level in the Partnership, the City will need to complete an
additional 82,958 kWh savings, implement an Auto Demand Response plan, and adopt the
Municipal Energy Action Plan. (WEST)
Energy Action Plans (EAP): The final draft Municipal and Community Energy Action Plans have
been prepared for the City of Temecula. The Plans were funded through the Western Riverside
Energy Partnership as part of the first year program development. Both EAPs establish energy
reduction goals, policies, and implementation measures to achieve energy reduction goals. (WEST)
Green House Gas (GHG) Emissions Inventory/Climate Action Plan: A draft Municipal GHG
inventory and Community GHG inventory has been prepared for the City and was funded through
the Energy Partnership and grant funds received by WRCOG. Energy data from the Plans have
been used to establish a baseline for the emission inventories. The inventories will be incorporated
into the Western Riverside County Climate Action Plan for strategies that address state legislation
AB 32 and SB 375. The Climate Action Plan proposes to identify emission reduction targets and
measures. Staff continues to work with WRCOG to provide input to the Municipal and Community
GHG inventories and to the Climate Action Plan. (WEST)
Solid Waste and Recycling: Staff manages the City's Solid Waste and Recycling Agreement with
CR&R and acts as a liaison between the City, CR&R, and their customers. City staff and CR&R
coordinate two Citywide Clean-up events each year to dispose of household waste and large
miscellaneous debris that does not fit into the standard residential trash receptacle. The next
Citywide Clean-up will be held on September 20, 2014 at Chaparral High School. This free event will
offer residents an opportunity to dispose of large items and to recycle items that are not allowed in
the standard residential recycling receptacle. Staff also assists with outreach for the Riverside
County Mobile Household Hazardous Waste Collection events and the Backyard Composting
Workshops. The Household Hazardous Waste Collection Event is an effort to promote the recycling
of used and other household hazardous waste. The next Household Hazardous Waste Collection
Event is scheduled for September 13, 2014. (WEST)
BUILDING & SAFETY
Inspections: During the month of May, Building and Safety conducted 2,134 inspections. On
average, there were 101.62 inspections per day, or 18.48 per inspector per day.
Permits: During the month of May, Building and Safety issued 315 construction permits. Of these
permits, 54 were dwelling units. Some of these permits included:
Dwelling Units
54 Multi -family dwelling units for TriPointe
Tenant Improvements
Costco Fuel Additive Addition & Gas Station Expansion
Temecula Parkway Corner Bakery
Relentless Brewing
Menchie's Frozen Yogurt
Sunnyside Deli (Old Town)
Temecula Center For Integrated Medicine
CODE ENFORCEMENT
During the month of May, Code Enforcement responded to 79 web complaints from constituents. In
addition, the division opened 74 cases, 50 of which were residential and 24 were commercial. Code
Enforcement also pulled 1,100 non -conforming signs in the community. Staff worked with the
Temecula Police Department regarding 10 abandoned/ inoperative vehicles. The annual weed
abatement program began in April and 63 warrants have been prepared and delivered to the
Courthouse for forced abatement.
Detailed Code Enforcement activity can be found in the following chart.
May 2014 - Code Enforcement Cases
TYPE OF CODE CASE
RESIDENTIAL
COMMERCIAL
TYPE TOTAL
Abandoned or Inoperable Vehicle
3
0
3
Vacant Home / Property Maintenance / Rodent infested
7
0
7
Business or Home Occupation w/o license
2
5
7
Abandoned Home / Vandalism
1
0
1
Trash and Debris / Parking lot maintenance
1
5
6
Overgrown Vegetation / Weeds / Fire Hazard
11
0
11
Green Pool / Vector Control
5
0
5
Graffiti
1
7
8
Noise
0
0
0
Trailer / RV Stored
0
0
0
Construction w/o Permit
4
3
8
Encroach Public ROW / Trash Cans
5
0
5
Other / Homeless Encampment
0
0
0
Other / Smoking Ordinance / Safety Issue
1
1
1
Other / Safety Issue - Pool no fence/gate
6
1
7
Other/Parking
2
0
2
Signs Pulled - Violations
1
2
3
TOTAL NUMBER OF CASES
74
Foreclosure Tracking: Code Enforcement works with the local real estate community to
monitor foreclosures, real estate owned properties, and properties in default in commercial and
residential development. The following charts demonstrate the past six months of foreclosure
tracking activities in Temecula.
Residential Foreclosure Tracking
Commercial Foreclosure Tracking
December
January
February
March
April
May
2013
2014
2014
2014
2014
2014
DEFAULT
110
92
101
107
121
118
FORECLOSED
100
94
94
84
64
71
REO
66
73
76
81
84
79
TOTALS
276
259
271
272
269
268
Commercial Foreclosure Tracking
December
January
February
March
April
May
2013
2014
2014
2014
2014
2014
DEFAULT
7
8
8
6
4
3
FORECLOSED
4
3
3
2
1
2
REO
21
21
25
30
26
27
TOTALS
43
32
33
38
31
32
Planning Agenda Report
5/1/2014 through 5/31/2014
1. Recently Approved
• PA13-0207 Redhawk Residential Condo Map
A Tentative Tract Map for condominium purposes for 76 detached residential units on 7.72 acres generally located
at the southeast corner of Peach Tree Street and Deer Hollow Way. (Related Application: PA13-0206 -
Development Plan)
APN #
962020012
KENNY TAYLOR
Submitted Date
Approved Date
Sep 3 2013
May 7 2014
• PA14-0085
Family Friendly Fun TUP
APN #
921310018
JAMES ATKINS
A family fun event and open house for Kids Dental Care located at 42210 Lyndie Lane, on Saturday June 14, 2014
between 11:00 a.m. and 4:00 p.m. Events include arts table, tumble bus, video game bus, and DJ.
Submitted Date
Approved Date
Apr 16 2014
May 12 2014
APN #
• PA14-0098 Promenade Mall Carnival TUP 910420030 JAMES ATKINS
A Major Temporary Use Permit to authorize a carnival with rides, games and food at the Promenade Mall in the
Macy's north parking lot from Thursday May 29 through Sunday June 1, 2014. Event times are from 5 p.m. to 10
p.m. on Thursday, 5 p.m. to 11 p.m. on Friday, 1 p.m. to 11 p.m. on Saturday, and 1 p.m. to 10 p.m. on Sunday.
The event is located at 40820 Winchester Road.
Submitted Date
Approved Date
May 1 2014
May 22 2014
• PA13-0206
Redhawk RDP
APN #
962020012
KENNY TAYLOR
A Development Plan application for Ashbrook Communities to construct 76 single family homes on a condominium
lot consisting of three elevations and four floor plans ranging in size from 2,294 square feet to 2,542 square feet.
The project is located in Tract 34715 of the Redhawk Specific Plan, generally located at the southeast corner of
Peach Tree Street and Deer Hollow Way. (Related Application: PA13-0207 - Tentative Tract Map)
Submitted Date
Approved Date
Sep 3 2013
May 7 2014
1 of 6
Planning Agenda Report
5/1/2014 through 5/31/2014
2. Scheduled for Hearing
• PA14-0024
Highgate Senior Living
APN #
944290026
ERIC JONES
A Major Modification for the previously approved Highgate Senior Living facility to reduce the number of units from
94 to 84 and to revise the approved architecture at 42301 Moraga Road.
Submitted Date
Anticipated DRC Meeting Date
Planning Commision
Feb 5 2014
8/9/2012
Jun 4 2014
• PA12-0134
Arbor Vista HPR
919350017
MATTHEW PETERS
A Residential Home Product review for 83 lots to be created with TTM 36479 (PA10-0133) for 4 floor plans ranging
in size from approximately 2,700 to 3,500 square feet with three elevation types each including Craftsman, Spanish
and Traditional. The project site is located at the southeast corner of Nicolas and Via Lobo Roads (APN 919-350-
017, -018, -019, -120) (Associated applications: PA12-0131, GPA; PA12-0132, Zone Change to PDO; and PA12-
0133, TTM 36479).
Submitted Date
Anticipated DRC Meeting Date
Planning Commision
Jul 12 2012
8/9/2012
May 21 2014
• PA12-0133
Arbor Vista TTM 36479
919350017
MATTHEW PETERS
A Tentative Tract Map (No. 36479) to subdivide 73 acres into 83 single-family cluster lots. Minimum lot size for the
residential lots is 5,500 square feet. Approximately 59% of the site will be preserved as permanent open space to
preserve the existing drainage on-site. Access to the site will be provided from Nicolas and Via Lobo Roads. The
project site is located at the southeast corner of Nicolas and Via Lobo Roads (APN 919-350-017, -018, -019, -120)
(Associated applications: PA12-0131, GPA; PA12-0132, Zone Change to PDO; and PA12-0134, Home Product
Submitted Date
Anticipated DRC Meeting Date
Planning Commision
Jul 12 2012
8/9/2012
May 21 2014
• PA12-0132
Arbor Vista ZC to PDO
919350017
MATTHEW PETERS
A Zoning Map and Text change from Very Low (VL) density residential to a Planned Development Overlay (PDO)
based on the standards of the Low (L) density residential designation with provisions for a cluster development. The
project site is located on 73 acres at the southeast corner of Nicolas and Via Lobo Roads (APN 919-350-017, -018, -
019, -120) (Associated applications: PA12-0131, GPA; PA12-0133, TTM 36479; and PA12-0134, Home Product
Submitted Date
Anticipated DRC Meeting Date
Planning Commision
Jul 12 2012
8/9/2012
May 21 2014
• PA12-0131
Arbor Vista GPA
919350017
MATTHEW PETERS
A General Plan Land Use map change from Very Low (VL) density residential to Low (L) density residential. The
project site is located on 73 acres at the southeast corner of Nicolas and Via Lobo Roads. (APN 919-350-017, -018,
-019, -020) (Associated applications: PA12-0132, Zone Change to PDO; PA12-0133, TTM 36479; and PA12-0134,
Home Product Review).
Submitted Date
Anticipated DRC Meeting Date
Planning Commision
2 of 6
Planning Agenda Report
5/1/2014 through 5/31/2014
Jul 12 2012
8/9/2012
May 21 2014
3 of 6
Planning Agenda Report
5/1/2014 through 5/31/2014
New Submittals Pending DRC Meeting
APN #
909310015
• PA14-0008 Diamond Hearts DP
A Development Plan Application for three two-story industrial structures in a light industrial zone. Each structure
totals 10,917 square feet and will be used for warehousing and processing. The project is located at 42236, 42260,
and 42284 Winchester Road.
JAMES ATKINS
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Jan 16 2014
TBD
APN #
• PA14-0023 River Springs Charter School 921310017 KENNY TAYLOR
A Minor Conditional Use Permit to allow River Springs Charter School to occupy an existing 27,500 square foot
building for charter school educational services for adolescent students Kindergarten thru 8th grade at 4215 Lyndie
Lane (Related Application: TUP PA14-0028).
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Feb 5 2014
TBD
APN #
• PA14-0050 WolfCreek TTM 962010007 ERIC JONES
A Tentative Tract Map (TTM No. 36675) for 174 residential condominium units located on the southeast corner of
rkway and Wolf Valley Road
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Mar 5 2014
May 2 2014
TBD
TBD
• PA14-0051
Roripaugh Ranch DDA
964180004
STUART FISK
A modification to the Roripaugh Ranch Development Agreement to modify the timing of infrastructure improvements
and building permit thresholds for the Roripaugh Ranch Specific Plan, generally located along the north and south
sides of Murrieta Hot Springs Road and on the east and west sides of Butterfield Stage Road, surrounding the
intersection of Murrieta Hot Springs Road and Butterfield Stage Road.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Mar 5 2014
TBD
APN #
• PA14-0099 Roripaugh Ranch DA 0M7 964460002 STUART FISK
An Operating Memorandum (0M7) for the Roripaugh Ranch Specific Plan Development Agreement to document
the terms and timing of development and City acceptance of the park in Planning Area 6 of the Roripaugh Ranch
• PA14-0101
Vapor Hookah Lounge CUP
909240026
KENNY TAYLOR
A Minor Conditional Use Permit to allow a Hookah store and lounge within an existing shopping center located at
27529 Jefferson Avenue.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 92014
TBD
4 of 6
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 2 2014
TBD
• PA14-0101
Vapor Hookah Lounge CUP
909240026
KENNY TAYLOR
A Minor Conditional Use Permit to allow a Hookah store and lounge within an existing shopping center located at
27529 Jefferson Avenue.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 92014
TBD
4 of 6
Planning Agenda Report
5/1/2014 through 5/31/2014
APN #
• PA14-0107 Temecula Medical Office Bldg 959050008 JAMES ATKINS
A Development Plan for a 25,000 square foot medical office building on 2 acres located at 31775 De Portola Road.
Generally located on the south side of De Portola Road, approximately 500 feet west of Margarita Road.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 19 2014
6/12/2014
TBD
• PA14-0108
Wolf Creek DA amend
962010007
ERIC JONES
A Development Agreement Amendment appplication for the existing Wolf Creek Development Agreement. The
applicant is requesting to extend the expiration date for 10 years.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 19 2014
TBD
APN #
• PA14-0110 Inland Vet Major TUP 960020048 KENNY TAYLOR
A Major Temporary Use Permit to allow Pet Rescue Awareness/Adoption Days at the existing Inland Vet Supplies
store located at 32785 Temecula Parkway. The events will be held on June 21st, September 20th, December 20th
2014, and March 20th, 2015 from 9 a.m. to 6 p.m.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
May 21 2014
TBD
• PA10-0213
Simms TTM
APN #
945120001
ERIC JONES
A Tentative Tract Map application to create 7 residential lots from 4 lots with lot size ranging from 2.66 acres to 3.62
net acres on vacant property generally located on the south side of Santiago Road, approximately 1,500 feet east of
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Jul 14 2010
8/12/2010
TBD
• PA13-0249 TCI Development Agreement 922220002 MATTHEW PETERS
A Development Agreement application for the Temecula Creek Inn project, which includes a Specific Plan, General
Plan Amendment, Tentative Tract Map and Development Plan to expand Temecula Creek Inn into a master -planned
18 -hole golf course resort and community on 305 acres located 44501 Rainbow Canyon Road. The Specific Plan
proposes four Planning Areas: Planning Area 1 includes an expansion of the existing hotel by 99 rooms from 128 to
227 guest rooms (active adult option on 126 units) and the addition of a spa and banquet facilities totaling 153,837
square feet. Planning Areas 2-4 include a maximum 409 single family and mufti -family residential units ranging in
size from 1,600 to 4,300 square feet. Related Cases PA08-0118, PA08-0119, PA08-0120, PA08-0121 (APNs 922-
220-002, 003• 00$• 031; and 922-230-002; 003; 004; 007; 008)
• PA14-0111 Crossroads MajorTUP
A Major Temporary Use Permit to allow Crossroads Church to conduct a car and motorcycle show fund raiser on
Saturday June 21, from 9:00 a.m. to 1:00 p.m. at 26090 Ynez Road.
910110042
KENNY TAYLOR
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
5 of 6
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Oct 22 2013
11/14/2013
TBD
• PA14-0111 Crossroads MajorTUP
A Major Temporary Use Permit to allow Crossroads Church to conduct a car and motorcycle show fund raiser on
Saturday June 21, from 9:00 a.m. to 1:00 p.m. at 26090 Ynez Road.
910110042
KENNY TAYLOR
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
5 of 6
Planning Agenda Report
5/1/2014 through 5/31/2014
May 23 2014
TBD
• PA14-0118 TVEC Youth Dance Event TUP
Planning Application PA14-0118, a Temporary Use Permit for a youth dance event begining on the evening of
Saturday, June 28 at 5 p.m., and ending the morning of Sunday, June 29 at 2 a.m. The event site is located at
27345 Jefferson Avenue.
909270044
JAMES ATKINS
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Jun 22014
TBD
• PA14-0119
NEC Wedding Reception 1
APN #
909270044
JAMES ATKINS
Planning Application PA14-0119, a Temporary Use Permit for a wedding reception to begin on the morning of
Saturday, 21st at 10:00 a.m., and ending at 1:30 a.m. on the morning of Sunday, June 22nd at 1:30 a.m. The event
site is located at 27345 Jefferson Avenue.
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Jun 22014
TBD
• PA10-0348
Linfield TTM 36098
APN #
955020006
ERIC JONES
A Tentative Map application (for conveyance purposes) to allow Linfield Christian School to create four additional
parcels. Total parcels within the school property will equal eight. Parcels will range in size from 2.52 to 6.63 acres.
The project site is located at 31950 Pauba Road. (Related Applications PA10-0349, Major Mod, and PA10-0347,
PDO Amendment)
Submitted Date
Anticipated DRC Meeting Date
Hearing Planned
Dec 15 2010
TBD
6 of 6
-``-,PA14-0099
PA12-0132
PA12-0134
1. Recently Approved
2. Scheduled for Hearing
3. New Submittals Pending DRC Meeting
Item No. 21
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Aaron Adams, City Manager
DATE: June 24, 2014
SUBJECT: City Council Travel/Conference Report — May 2014
PREPARED BY: Eva Pharis, Office Aide
RECOMMENDATION: Receive and File
On May 18, 2014 thru May 20, 2014 Council Member Chuck Washington traveled to Las Vegas,
Nevada to attend the ICSC RECON (Retail Real Estate Convention).
ATTACHMENTS: Meeting Agenda
Where the Industry Meets
RECOfl
THE GLOBAL RETAIL REAL ESTATE CONVENTION
201a.
MAY 18-20
LAS VEGAS, NV
32,000 ATTENDEES
1,000 EXHIBITORS
3 DAYS OF DEAL MAKING
ALL AT THE LAS VEGAS
CONVENTION CENTER
ECSC
ICSC
PRELIMINARY PROGRAM
RE
THE GLOBAL RETAIL REAL ESTATE CONVENTION
9 Reasons to
Attend RECon
Reconnect with prosperity and profits at ICSC's
RECon 2014! RECon is the world's largest retail
real estate exhibition and conference and it is a
must -attend event for shopping center industry
executives, retailers, financial companies, and
product and service suppliers. If you're in the
shopping center industry, you can't afford not
to attend RECon. When over 32,000 of the best
and brightest in the industry come together, the
opportunities are limitless.
MAY 78-20, 2014
ALL AT THE LAS VEGAS
CONVENTION CENTER
1 Leasing Mall
Whether you're a shopping center owner looking to
lease space in a new or existing shopping center or
a retailer looking to expand into new markets, the
Leasing Mall is the place where the deals get done!
With over 900 of the world's largest shopping center
development companies and retailers in attendance,
the Leasing Mall is the most cost efficient means of
doing business. You can visit with all the major com-
panies in the industry and conduct a year's worth of
business in just three days. New for RECon 2014, the
Lower South Hall of the Leasing Mall will be moving
to the North Hall to provide for a more energetic, uni-
fied exhibit experience and will open on Sunday, May
18. Stop by Retailer Central and Retailer Square in the
North Hall with a Networking Lounge and free WiFi.
2 Marketplace Mall
The Marketplace Mall (formerly RECon's Trade
Exposition) will feature over 300 product suppliers
and service companies grouped together in one
convenient location so that attendees can quickly
and easily learn about the latest innovations that will
improve their profitability. Whether you are looking
for signage, shopping carts, or solutions on how to
engage consumers through social media, you can get
the information you need at the Marketplace Mall.
3 U.S. MAXI Awards
The U.S. Shopping Center MAXI Awards, ICSC's mar-
keting awards program, has been added to the RECon
program in 2014! This exciting change will open the
door for marketing professionals within the retail real
estate industry to showcase their endeavors during
ICSC's premier conference. The U.S. MAXI Awards
honor innovative events, programs and technology
that are vital to shopping center success. Designed to
recognize the evolution of the industry, while reward-
ing innovation and creativity, they are the premier
marketing awards in the industry.
4 Cities of the World Pavilion
Introduced at RECon in 2012, the Cities of the World
Pavilion will feature cities and municipalities as well as
government and non-profit organizations that are look-
ing to attract retail real estate development to com-
munities throughout the world. Located on the Leasing
Mall floor, the Cities of the World Pavilion will allow
attendees to quickly and conveniently learn about all
the incentives, inducements and development oppor-
tunities that exist in communities near and far.
5 Finance Pavilion
The Finance Pavilion is one convenient stop for
attendees to meet with financial companies, banks
and lenders to discuss incentives and financing oppor-
tunities that will make their development dreams
come true.
6 Design Trends Exhibit
Today's dreams and tomorrow's realities are featured
at the Design Trends Exhibit as shopping center own-
ers, developers, architects and designers display their
vision and latest concepts. Prominently located in
high traffic areas throughout the Convention Center, a
Design Trends Exhibit is an ideal way to expand your
presence and drive traffic to your Leasing Mall exhibit.
7 Educational Focus
You spoke, we listened! New for RECon 2014, edu-
cational content will be based on five major areas of
focus: Retail, Leasing, Marketing, Capital Markets and
Public/Private Partnerships.
8 ICSC Foundation Gala Dinner
Kick off RECon at the ICSC Foundation Gala Dinner.
A who's who of retail real estate, this is your best
opportunity to give back while entertaining your
clientele at the highest level networking event. Join
us at this private engagement for a night of laughs
and networking with the comedy of Howie Mandel.
9 Continuing Education Credits
Don't miss out on RECon Academy providing in-depth
educational classes on industry concepts. Register for
RECon Academy and receive credits toward your ICSC
continuing education.
odk
ECSC
RE
THE GLOBAL RETAIL REAL ESTATE CONVENTION
2014 Program -at -a -Glance
Saturday, May 17
12:00 noon - 6:00 pm
Sunday, May 18
8:00 am - 5:00 pm
10:00 am - 5:00 pm
10:30 am -12:00 noon
12:00 noon - 5:00 pm
1:00 - 4:00 pm
2:00 - 3:30 pm
4:00 - 5:00 pm
6:00 - 7:30 pm
6:00 - 9:30 pm
7:30 - 9:30 pm
Monday, May 19
7:00 am - 5:00 pm
7:30 - 9:00 am
8:00 am - 5:00 pm
10:30 am -12:00 noon
11:00 am -12:00 noon
12:00 noon - 2:00 pm
2:00 - 3:30 pm
3:00 - 4:00 pm
3:30 - 5:00 pm
4:00 - 5:00 pm
4:00 - 5:30 pm
Tuesday, May 20
6:30 am - 5:00 pm
7:00 - 8:30 am
8:00 am - 5:00 pm
10:00 -11:00 am
10:30 am -12:00 noon
12:00 noon - 2:00 pm
2:00 - 3:30 pm
Registration
Registration
Marketplace Mall
RECon Academy
Leasing Mall
Marketing Sessions
RECon Academy
Opening Keynote Presentation
U.S. MAXI Awards
ICSC Foundation Gala Dinner
Opening Reception
Registration
Breakfast Hosted by CREW
Leasing Mall and Marketplace Mall
RECon Academy
Concurrent Sessions
Lunch and Keynote Presentation
RECon Academy
Concurrent Sessions
Cities of the World Reception
Concurrent Sessions
RECon Academy
Registration
Meet the Trustees Breakfast
Leasing Mall and Marketplace Mall
Concurrent Sessions
RECon Academy
Lunch and Keynote Presentation
RECon Academy
3 Ways to Stand Out in the Crowd:
Exhibit, Sponsor, Advertise
With over 32,000 attendees once again expected to pack
the halls of the Las Vegas Convention Center, you will
want to ensure that you optimize your ability to get your
message out. ICSC has several exhibiting, sponsoring and
advertising opportunities that can help you gain exposure
before, during and after RECon.
Marketplace Mall, conveniently located in the North
Hall, will host over 300 exhibiting companies and is
a high traffic destination. Exhibitors will be featured in
sections that fall into specific categories including
Technology Showcase, Green Zone and Specialty
Leasing Showcase. In addition to these special sections,
Marketplace Mall will be home to RECon registration,
RECon 2013 was a great show for
us. Thanks to the fact that everyone
in the industry attends RECon, com-
bined with a lot of prep work on our part to set up
meetings in advance, we were busy with high qual-
ity prospects the entire time. In fact, we decided
to double the size of our booth for next year. The
bottom line is that RECon is THE show for us."
Joe Rando, President, Trade Area Systems
ensuring every attendee will have the opportunity to see
what's on display. And to help drive traffic to your exhibit,
you will receive 10 complimentary passes that allow your
customers access to Marketplace Mall free of charge.
Consider one of the numerous Sponsorship Packages
which provide unparalleled opportunities to put your
company in front of 32,000+ attendees. Deals and
networking don't just happen on the show floor, they
happen after hours as well. The Opening Reception
at the Encore Beach Club is an ideal venue to promote
your company and brand awareness and generate new
prospects. Additional Sponsorship Opportunities include,
Marketplace Mall Continental Breakfast, WiFi Hotspots,
Inter -Hall Golf Carts, ICSC Foundation Gala Dinner and
U.S. MAXI Awards.
Take advantage of a variety of Advertising Opportunities
that will extend your reach. Advertising Opportunities
include, RECon Program Directory, RECon News
(RECon-centric version of Shopping Centers Today),
Digital Ads or "You Are Here" Locator Billboards
throughout the Convention Center, Shuttle Buses and
Badge Mailer Inserts.
Let ICSC help you promote your company or product at
the retail real estate industry's premier event. For more
information on exhibiting, sponsoring or advertising
opportunities contact Rita Malek at +1 646 728 3539 or
rmalek@icsc.org or visit www.icscrecon.org.
Item No. 22
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Thomas W. Garcia, Director of Public Works/City Engineer
DATE: June 24, 2014
SUBJECT: Public Works Department Monthly Report
RECOMMENDATION: Receive and file Public Works Department Monthly Report for Capital
Improvement Projects, Maintenance Projects, and Land Development Projects.
City of Temecula
DEPARTMENT OF PUBLIC WORKS PROJECT STATUS REPORT
PROJECT NAME
BRIEF DESCRIPTION
TOTAL
PROJECT
COST
ESTIMATED/CURRENT
MILESTONES
CAPITAL IMPROVEMENT PROJECTS
Interstate -15 / State Route 79 South
Ultimate Interchange, PW04-08
Construction of ramp system that will improve
access to Interstate 15 from Temecula Parkway /
State Route 79 South
$50,778,033
• Project is fully funded
• Plans are 95% complete
• Anticipate construction will begin in August
2015
Library Parking - Phase II, PW13-09
Provide additional parking for library patrons,
meetings, and special programs
$2,330,400
• Currently in Design phase, based on
approval of the agreement for consultant
services with Hall & Foreman, Inc. by City
Council on May 27, 2014
Pauba Road Sidewalks, PW13-08
Construction sidewalk along Pauba Road from
just east of La Primavera to Ynez Road
$488,400
• Anticipate Design phase will be complete by
the end of June 2014
• Anticipate bidding electronically via the on-
line bidding service, PlanetBids, in July
2014, pending environmental approval
Senior Citizen Outdoor Fitness Lot,
PW12-05
Design and development of an outdoor exercise
area for mature adults located at the Margarita
Community Park
$89,800
• Anticipate posting an RFP for design
services electronically via the on-line
bidding service, PlanetBids, in July 2014
Special Needs Playground, PW12-02
Install play structure for youth and special needs
kids at Margarita Park
$1,362,150
• Groundbreaking Ceremony was held on
June 5, 2014
• Construction began on June 16, 2014
Temecula Community Center Renovation,
PW12-01
Renovate and upgrade the building to current
building codes and standards
$2,330,400
• Temecula Community Services District
(TCSD) anticipates scheduling a Ribbon
Cutting event in early July 2014
Temecula Park and Ride, PW06-09
Park and ride facility on Temecula Parkway at La
Paz
$2,464,093
• Anticipate bidding electronically via the on -
line bidding service, PlanetBids, in March
2015
• Project is a Transportation Control Measure
(TCM) and must be completed by December
31, 2015
Theater Remediation, PW12-04
Addresses design and construction deficiencies
$3,857,558
• Will re -bid electronically via the on-line
bidding service, PlanetBids, in Fall 2014
• Anticipate construction will begin in March
2015
YMCA Repair and Remediation, PW12-10
Remediate the old YMCA building and correct
construction defects
$1,537,500
• Anticipate bidding electronically via the on -
line bidding service, PlanetBids, in
September 2014
• Anticipate construction will begin in Winter
2014
6/24/14
City of Temecula
DEPARTMENT OF PUBLIC WORKS PROJECT STATUS REPORT
PROJECT NAME
BRIEF DESCRIPTION
TOTAL
PROJECT
COST
ESTIMATED / CURRENT
MILESTONES
MAINTENANCE PROJECTS
Citywide Concrete Repairs (Street
Maintenance)
Remove and replace damage damaged and/or
raised concrete at various locations throughout
the City
$479,500
• Estimated start date is August or September
2014
• Estimated completion date is December or
January 2015
Community Recreation Center (CRC)
Exterior Door Replacement (Facility
Maintenance)
Replace all exterior entry and exit doors, frames,
closers, and panic hardware
$81,000
• Start date is June 15, 2014
• Completion date is June 30, 2014
Daisen Garden Enhancement (Park
Maintenance)
Various improvements to the Japanese Garden
at the Temecula Duck Pond, including a
commemorative plaque, a Tori Gate, Kitsune (fox
statues), concrete lanterns, bridge rails, bollards,
hardscape, softscape, trees, and shrubs
$120,000
• Began improvements in April 2014
• Completed improvements on May 15, 2014
Mary Phillips Senior Center Parking Lot
Repair and Resurfacing (Facility
Maintenance)
Remove and replace damaged area; grind and
overlay entire lot; and, restripe
$61,300
• Start date is May 21, 2014
• Completion date is May 23, 2014
Ronald Reagan Sports Park / Temecula
Park Parking Lot Repairs (Park
Maintenance)
Remove and replace damaged areas; grind and
overlay; and, restripe
$180,000
• Estimated start date is July 2014
• Estimated completion date is August
September 2014
Citywide Slurry Project (Street
Maintenance)
Slurry seal, crack fill, and stripe various streets
throughout the City
$1,400,000
• Estimated start date is August 2014
• Estimated completion date is October 2014
Margarita Community Park Gazebo
Relocation (Park Maintenance)
Remove the gazebo and install at the Nicolas
Road Park (displaced by the Special Need
Playground project).
$25,000
• Estimated start date is June 2014
• Estimated completion date is July 2014
6/24/14
City of Temecula
DEPARTMENT OF PUBLIC WORKS PROJECT STATUS REPORT
PROJECT NAME
BRIEF DESCRIPTION
ESTIMATED/CURRENT MILESTONES
LAND DEVELOPMENT PROJECTS
Halcon Rojo (PA12-0226)
Major Modification to allow a reduction in the number of
buildings to two structures, located north of Temecula
Parkway and approximately 400 feet east of Jedediah
Smith Road
• Currently in Construction
• Right of Way improvements required
• Grading and storm drain improvements are on -
going
• Temecula Parkway waterline crossing underway
(night work)
EDISON (Utility Project)
Change out one Edison Vault located at Solana Way and
west off Del Rey Road
• Start date is May 2014
• Estimated completion date is May 2014
EDISON (Utility Project)
Replace three Edison Poles located at Old Town Front
Street south of First Street
• Start date is May 2014
• Estimated completion date is June 2014
EMWD (Utility Project)
Old Town Sewer Project located at Old Town Front
Street and Moreno to First Street
• Public Meeting held by RCWD for Old Town
businesses
• Scheduled for presentation at the Public/Traffic
Safety Commission on June 26, 2014
EMWD (Utility Project)
Wine Country Sewer at Butterfield Stage Road and
Rancho California Road
• Start date is June 1, 2014
• Completion date is June 15, 2014
RCWD (Utility Project)
Bore pits at Diaz Road and Alvarado for new forced main
• Start date is May 2014
• Estimated completion date is June 2014
RCWD (Utility Project)
Repeater Antennas for meter reading at ten locations
throughout the City
• Start date is May 2014
• Estimated completion date is August 2014
6/24/14
Item No. 23
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Jeffrey Kubel, Chief of Police
DATE: June 24, 2014
SUBJECT: Police Department Monthly Report
PREPARED BY: Will Edwards, Sergeant
RECOMMENDATION: Receive and file.
The following report reflects the activity of the Temecula Police Department for the month of
May 2014.
PATROL SERVICES
Overall calls for police service 3,041
"Priority One" calls for service 60
Average response time for "Priority One" calls 5.80 Minutes
VOLUNTEERS
Volunteer administration hours 196
Special Events hours 199
Community Action Patrol (CAP) hours 896
Reserve officer hours (patrol) 80
Training hours 56
Total Volunteer hours 1328
CRIME PREVENTION
Crime prevention workshops /Neighborhood watch meetings conducted 7/6
Residential/Business security surveys conducted 4/4
Businesses visited 5
Residences/Businesses visited for past crime follow-up 0/11
Station Tour 2
Planning Review Projects/Temp Outdoor Use Permits 3/8
Square Footage of Graffiti Removed 2,235
OLD TOWN STOREFRONT
Total customers served 258
Sets of fingerprints taken 70
Police reports filed 7
Citations signed off 42
Car Seat Inspections 0
Total receipts $2,893.00
SPECIAL TEAMS (POP / SET)
On sight felony arrests 12
On sight misdemeanor arrests 19
Felony arrest warrants served 7
Misdemeanor arrest warrants served 2
Follow-up investigations 7
Parole/Probation Searches 0/5
Pedestrian Checks 41
Traffic Stops/Vehicle Checks 33
Crime Free Housing Checks 50
TRAFFIC
Citations issued for hazardous violations 1032
Grant funded D.U.I. / Traffic safety checkpoints 0
Grant funded traffic click it or ticket 0
D.U.I. Arrests 27
Non -hazardous citations 401
Stop Light Abuse/Intersection Program (S.L.A.P.) citations 73
Neighborhood Enforcement Team (N.E.T.) citations 164
Parking citations 152
School Zone 114
Seatbelts 31
Cell Phone Cites 179
Injury collisions 32
INVESTIGATIONS
Beginning Caseload 229
Total Cases Assigned 72
Total Cases Closed 86
Search Warrants Served 16
Arrests 9
PROMENADE MALL TEAM
Calls for service 650
Felony arrest/filings 1
Misdemeanor arrest/filings 22
Traffic Citations 10
Fingerprints/Livescans 167
Total receipts $8,843.00
SCHOOL RESOURCE OFFICERS
Felony arrests 0
Misdemeanor arrests 6
Reports 24
Youth counseled 179
Meetings 80
REQUESTS TO SPEAK
REQUEST TO SPEAK
CITY OF TEMECULA
Date: - -T ac) / `t'
I wish to speak on:
Public Comment CITY COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
Subject:7'k cw. l� tJ�l9 t,t, 'C °% `IDC
Agenda Item No For [ Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name:��5�
Address: ( Phone Number:
If you are representing an organizationnor group, please give the name:
! X11 r
yI„ B Q- %1:1- CA
Please note that all information presented at a City Coun it meeting becomes public record.
All information provided is optional.
I wish
Ito speak on:
N Public Comment CITY COUNCI
Subject:
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
/ CSD / SARDA /THA / TPFA Circle One)
Agenda Item No. For
1
Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name: LOU (Se- Ivo [f\l TE
Address:, } Phone Number: —
(
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
I wish to speak on:
Public Comm t CITY COUNCIL CSD / SARDA /THA / TPFA (Circle One
r+ e S--, U c -)(b4A w / itAG
Subject:
Agenda Item No. For
Against
/3
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name:
Chaj Mot6
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
I wish to speak on:
REQUEST TO SPEAK
CITY OF TEMECULA
Date: 6 %2y/ l y
a Public Comment CITY COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
i"t) n n
Subject: UM/le55 ROOK C Wdt ( 4e, cove
Agenda Item No. For Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name: ( �� K�u��
Y04>>' Ft
Address:
If you are representing an organization or group,
please give the name:
yoL,/ ft - C.♦% - Gfe ghl7 /SPrre(AS CO(' Utarr#iGs
Phone Number:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
I wish to sp k on:
Public Comment CITY COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
Subject:
Agenda Item No. _ For
Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium an to y ur name for the record.
Name:
Address: Phone Number:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
I wish to speak on:
E. Public Comment CITY COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
Subject:
Agenda Item No. For Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name: C-Ci,CJ"i_, /
Address: Phone Number:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
I wish to speak
blic Comment CITY COUNCIL CSD / SARDA /THA / TPFA (Circle e)
Subject:
z - (
Agenda Item No. For N/ J Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
Name: DO v 6-- if3 lc_
Address: Phone Number:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
I wish to speak on:
Subject:
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
Public Comment CITY COUNCIL / S SD / SARDA /THA / TPFA (Circle One)
Agenda Item No. For Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state your name for the record.
7/1Name: / /1 J
Address: Phone Number:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
I wish to speak on:
Subject:
Public Comm
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
17p ,j C, : 7DA) pt a// 5.01 4- 70
G.; vI
Agenda Item No. 2. / For Against
7.
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk prior to the City
Council addressing that item. The City Clerk will call your name when the matter comes up. Please go to the
podium and state ypur name for the record.
Address:
/
If you are representing an organization or group, please give the name:
Name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
I wish to speak on:
Subject:
REQUEST TO SPEAK
CITY OF TEMECULA
Date:
Public Comment CITY COUNCIL / CSD / SARDA /THA / TPFA (Circle One)
Agenda Item No.
For Against
Request to Speak forms for Public Comments or items listed on the Consent Calendar must be submitted to the
City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council
Business items on the Agenda, a Request to Speak form must be submitted to the City Clerk rior to the City
Council address'n hat item. The City Clerk will call your name when the matter comes up. Please go to the
podium and,our name or th,ecord.
Name:
Address: Phone Number:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.