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HomeMy WebLinkAbout060915 CC AgendaIn compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk (951) 694-6444. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title II] AGENDA TEMECULA CITY COUNCIL REGULAR MEETING CITY COUNCIL CHAMBERS 41000 MAIN STREET TEMECULA, CALIFORNIA JUNE 9, 2015 — 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 PM - 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. The City Council will meet in closed session with its designated representatives to discuss labor negotiations pursuant to Government Code Section 54957.6. The City's designated representatives are: City Manager Aaron Adams, City Attorney Peter Thorson, Assistant City Manager Greg Butler, Director of Finance Jennifer Hennessy, and Sr. Human Resources Analyst Isaac Garibay. The employee organization is the California Teamsters Public, Professional and Medical Employees Union Local 911. 2. Conference with Real Property Negotiators. The City Council will meet in closed session 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 all or a portion of the property are: Tec©Golf Partners, LLP and the City of Temecula. Negotiator for Tec©Golf Partners, LLP is Wil Cucuta of Rancon Real Estate, Inc. as agent for Tec©Golf Partners, LLP; negotiators for the City of Temecula are: Aaron Adams, Greg Butler, and Luke Watson. Under negotiation are price and terms of the potential sale of all or a portion the property. Mayor Comerchero and Mayor Pro Tem Naggar have no ownership interests in Rancon Real Estate, Inc., nor is it a source of income to them, but neither will participate in this closed session as it may be an otherwise related entity to limited liability companies in which each does have an economic interest. 1 CALL TO ORDER: Mayor Jeff Comerchero Prelude Music: Chase Kempster Invocation: Pastor Luke Kirkendall of Southwest Christian Church Flag Salute: Council Member Maryann Edwards ROLL CALL: Edwards, McCracken, Naggar, Rahn, Comerchero PRESENTATIONS/PROCLAMATIONS Presentation of Certificate of Achievement to Eric Smith of Troop #384 for Attaining the Rank of Eagle Scout 2 JOINT MEETING City Council Community Services District Successor Agency to the Redevelopment Agency CALL TO ORDER: City Council, Community Services District and Successor Agency to the Redevelopment Agency CONVENE JOINT MEETING OF CITY COUNCIL, COMMUNITY SERVICES DISTRICT AND SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY Approve Fiscal Years 2016-2020 Capital Improvement Program (CIP) and Adopt Fiscal Year 2015-16 CIP and Annual Operating Budgets for the City of Temecula, the Temecula Community Services District (TCSD), and the Successor Agency to the Redevelopment Agency (SARDA) City Council: Approve Fiscal Years 2016-2020 Capital Improvement Program and Adopt Fiscal Year 2015-2016 Capital Improvement Program Budget for the City of Temecula Temecula Community Services District: Adopt Fiscal Year 2015-2016 Preliminary Annual Operating Budget for the Temecula Community Services District (TCSD) Successor Agency to Temecula Redevelopment Agency: Approve Fiscal Years 2016-2020 Capital Improvement Program and Adopt Fiscal Year 2015-2016 Capital Improvement Program Budget and Annual Operating Budget for the Successor Agency to the Redevelopment Agency (SARDA) City Council: Adopt Fiscal Year 2015-2016 Annual Operating Budget, Revised Schedule of Authorized Positions and Appropriations Limit for the City of Temecula That the City Council and the Board of Directors adopt the following resolutions: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2016-2020 AND ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-2016 RESOLUTION NO. CSD 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 PRELIMINARY ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS 3 RESOLUTION NO. SARDA 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING THE CAPITAL IMPROVEMENT PROGRAM FISCAL YEARS 2016-2020, ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-16, ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA REVISING THE SCHEDULE OF AUTHORIZED POSITIONS RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2015-16 RECESS JOINT MEETING AND CONTINUE WITH REGULAR MEETINGS OF THE CITY COUNCIL, COMMUNITY SERVICES DISTRICT AND SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY RECONVENE TEMECULA CITY COUNCIL Next in Order: Ordinance: 15-05 Resolution: 15-27 PUBLIC COMMENTS A total of 30 minutes is provided for members of the public to 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 may 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 may be filed with the City Clerk prior to the City Council addressing that item. Each speaker is limited to five minutes. 4 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 Waive Reading of Standard Ordinances and Resolutions RECOMMENDATION: 1.1 That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code. 2 Approve the Action Minutes of May 26, 2015 and May 27, 2015 Budget Workshop RECOMMENDATION: 2.1 Approve the action minutes of May 26, 2015; 2.2 Approve the action minutes of the May 27, 2015 Budget Workshop. 3 Approve the List of Demands RECOMMENDATION: 3.1 That the City Council adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A 4 Approve the City Treasurer's Report as of April 30, 2015 RECOMMENDATION: 4.1 That the City Council approve and file the City Treasurer's Report as of April 30, 2015. 5 5 Approve the First Amendment to the Exclusive Negotiating Agreement with Truax Development for the Potential Disposition of Property Located on Main Street in the City of Temecula (APNs 922-360-004, 005, 006, 007) RECOMMENDATION: 5.1 That the City Council approve the First Amendment to the Exclusive Negotiating Agreement (ENA) between the City of Temecula and Truax Development (Truax) for the potential disposition and development of the property located on Main Street in the City of Temecula (APNs 922-360-004, 005, 006, 007) (Subject Property). 6 Accept Improvements and Notice of Completion for the Pavement Rehabilitation Program — Ynez Road (Winchester Road to Solana Way), PW10-14 RECOMMENDATION: 6.1 Accept the construction of the Pavement Rehabilitation Program - Ynez Road (Winchester Road to Solana Way), PW10-14, as complete; 6.2 Direct the City Clerk to file and record the Notice of Completion and release the Performance Bond; 6.3 Release the Labor and Materials Bond seven months after filing of the Notice of Completion, if no liens have been filed. 7 Approve Proiect Application for the 2015 Active Transportation Program (ATP) Cycle 2 RECOMMENDATION: 7.1 That the City Council adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE APPLICATION FOR THE 2015 ACTIVE TRANSPORTATION PROGRAM (ATP) CYCLE 2 CALL FOR PROJECTS AND THE COMMITMENT OF LOCAL FUNDS 8 Approve an Agreement with Craftsmen Plumbing Heating & Cooling, Inc., for Plumbing Maintenance Services RECOMMENDATION: 8.1 That the City Council approve an Agreement with Craftsmen Plumbing Heating & Cooling, Inc., in the amount of $120,000, to provide annual Plumbing Maintenance Services to the City for Fiscal Year 2015-16. 9 Approve an Agreement with Moore Fence Company, Inc. for Fencing Repair and Maintenance Services 6 RECOMMENDATION: 9.1 That the City Council approve an Agreement with Moore Fence Company, Inc., in the amount of $100,000, to provide Fencing Repair and Maintenance Services for Fiscal Year 2015-16. 10 Approve an Agreement with My Electrician, Inc. for Electrical Repairs and Maintenance Services RECOMMENDATION: 10.1 That the City Council approve an Agreement with My Electrician, Inc., in the amount of $75,000, to provide annual Electrical Repairs and Maintenance Services for Fiscal Year 2015-16. 11 Approve an Agreement with Pacific Hydroblasting, Inc., for Painting Maintenance Services RECOMMENDATION: 11.1 That the City Council approve an Agreement with Pacific Hydroblasting, Inc., in the amount of $75,000, to provide annual Painting Maintenance Services for Fiscal Year 2015-16. 12 Receive Temporary Street Closure for Star Spangled Concert in the Park - June 14, 2015 RECOMMENDATION: 12.1 That the City Council receive and file the following proposed action by the City Manager: Temporarily close certain streets for the following Special Event: STAR SPANGLED CONCERT IN THE PARK ******************** 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 ******************** 7 TEMECULA COMMUNITY SERVICES DISTRICT MEETING Next in Order: Ordinance: CSD 15-01 Resolution: CSD 15-03 RECONVENE TEMECULA COMMUNITY SERVICES DISTRICT MEETING: President Maryann Edwards CSD PUBLIC COMMENTS A total of 30 minutes is provided for members of the public to 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 may 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 may 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. 13 Approve the Action Minutes of May 26, 2015 RECOMMENDATION: 13.1 That the Board of Directors approve the action minutes of May 26, 2015. 14 Approve the Amendments to Annual Agreements for Various Maintenance Services Related to Park Restrooms Janitorial and City Wide Tree Trimming Services for Fiscal Year 2015-16 14.1 That the Board of Directors approve the following Amendments to Annual Agreements, in the amounts stated, for Park Restrooms Janitorial Service and City Wide Tree Trimming Services for Fiscal Year 2015-16. 15 Approve the Fifth Amendment to the Agreement with Excel Landscape, Inc., for Landscape Maintenance Services for Fiscal Year 2015-16 8 RECOMMENDATION: 15.1 Approve the Fifth Amendment to the Agreement with Excel Landscape, Inc., in the amount of $2,256,363.80, to provide continued landscape maintenance services, and the addition of new and supplemental landscape maintenance service areas, for Fiscal Year 2015-16; 15.2 Authorize the Executive Director to approve additional work, not to exceed the contingency amount of $338,454.57 which is equal to 15% of the amendment amount. CSD DIRECTOR OF COMMUNITY SERVICES REPORT CSD GENERAL MANAGER REPORT CSD BOARD OF DIRECTORS REPORTS CSD ADJOURNMENT 9 SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY MEETING Next in Order: Ordinance: SARDA 15-01 Resolution: SARDA 15-02 RECONVENE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY MEETING: Chairperson Jeff Comerchero SARDA PUBLIC COMMENTS A total of 15 minutes is provided for members of the public to 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 may 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 Agency Business items on the agenda, a Request to Speak form may be filed with the City Clerk prior to the Board of Directors addressing that item. Each speaker is limited to five minutes. SARDA 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 Successor Agency to the Temecula Redevelopment Agency request specific items be removed from the Consent Calendar for separate action. 16 Approve the Action Minutes of February 24, 2015 RECOMMENDATION: 16.1 That the Board of Directors approve the action minutes of February 24, 2015. SARDA EXECUTIVE DIRECTOR REPORT SARDA BOARD OF DIRECTORS REPORTS SARDA ADJOURNMENT TEMECULA HOUSING AUTHORITY — No meeting TEMECULA PUBLIC FINANCING AUTHORITY — No meeting 10 RECONVENE TEMECULA CITY COUNCIL PUBLIC HEARING Any person may submit written comments to the City Council before a public hearing or may appear and be heard in support of or in opposition to the approval of the project(s) at the time of the hearing. If you challenge any of the project(s) in court, you may be limited to raising only those issues you or someone else raised at the public hearing or in written correspondence delivered to the City Clerk at, or prior to, the public hearing. 17 Approve an Interim Ordinance Prohibiting Certain Uses and Construction in the Proposed Uptown Jefferson Specific Plan Area Pending Formal Approval of the Uptown Jefferson Specific Plan Pursuant to Government Code Section 65858(d) RECOMMENDATION: 17.1 That the City Council adopt by 4/5 vote an extension of the following interim ordinance entitled: INTERIM ORDINANCE NO. 15 - AN URGENCY ORDINANCE EXTENDING THE INTERIM ORDINANCE OF THE CITY OF TEMECULA PURSUANT TO CALIFORNIA GOVERNMENT CODE SECTION 65858 TEMPORARILY PROHIBITING CERTAIN USES AND CONSTRUCTION IN THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN AREA PENDING CITY COUNCIL CONSIDERATION OF THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN CITY COUNCIL BUSINESS 18 Appoint Member to the Planning Commission and Community Services Commission and Authorize Extension of Recruitment for Additional Position on Planning Commission RECOMMENDATION: 18.1 That the City Council reappoint Ron Guerriero to the Planning Commission, appoint Eric Levine to the Community Services Commission and authorize the extension of the recruitment for an additional position on the Planning Commission. CITY MANAGER REPORT CITY ATTORNEY REPORT ADJOURNMENT Next regular meeting: Tuesday, June 23, 2015, at 5:30 PM, for a Closed Session, with regular session commencing at 7:00 PM, City Council Chambers, 41000 Main Street, Temecula, California. 11 NOTICE TO THE PUBLIC The agenda packet (including staff reports and public Closed Session information) 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.cityoftemecula.org — 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. 12 PRESENTATIONS City of Temecula Certificate of Achievement The City Council of the City of Temecula commends the outstanding achievement of: Eric Smith of Troop #384 We congratulate Eric for his achievement on receiving the rank of Eagle Scout, which is the highest achievement earned in Scouting. We are proud of Eric's accomplishment and wish him continued success in his promising and bright future. IN WITNESS WHEREOF, I have hereunto affixed my hand and official seal this ninth clay of June, 2015. Jeff Comerchero, Mayor Randi Johl-Olson, City Clerk CITY COUNCIL/ COMMUNITY SERVICES DISTRICT/ SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY Approvals City Attorney Finance Director City Manager CITY OF TEMECULA / TEMECULA COMMUNITY SERVICES DISTRICT / SARDA AGENDA REPORT TO: City Council/Board of Directors FROM: Aaron Adams, City Manager/General Manager/Executive Director DATE: June 9, 2015 SUBJECT: Approve Fiscal Years 2016-2020 Capital Improvement Program (CIP) and Adopt Fiscal Year 2015-16 CIP and Annual Operating Budgets for the City of Temecula, the Temecula Community Services District (TCSD) and the Successor Agency to the Redevelopment Agency (SARDA) PREPARED BY: Jennifer Hennessy, Finance Director/Treasurer RECOMMENDATION: That the City Council/Board of Directors: 1. Adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2016-2020 AND ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-2016 2. Adopt a resolution entitled: RESOLUTION NO. CSD 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 PRELIMINARY ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS 1 3. Adopt a resolution entitled: RESOLUTION NO. SARDA 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING THE CAPITAL IMPROVEMENT PROGRAM FISCAL YEARS 2016-2020, ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-16, ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS 4. Adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS 5. Adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA REVISING THE SCHEDULE OF AUTHORIZED POSITIONS 6. Adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2015-16 FISCAL YEARS 2016-2020 CAPITAL IMPROVEMENT PROGRAM (CIP) BACKGROUND: The Capital Improvement Program (CIP) is the City of Temecula's plan for providing public improvements which exceed $30,000 in cost, have long- term life spans, and are non-recurring. The CIP document serves as a planning tool for the coordination of financing and scheduling of all capital improvement projects over the next five years. A component of the City's plan includes the integration of the budget with the Quality of Life Master Plan (QLMP). All projects presented in the CIP are carefully programmed considering the City's QMLP to ensure the community's capital improvement needs are met both now and in the future. The framework for the CIP is further defined in the City's CIP fiscal policy to provide a structure within which fiscal decisions can be made and to optimize all available resources toward the accomplishment of the City's Core Values as defined in the QLMP. 2 CIP Development: The CIP was developed by taking recommendations provided by staff and the City Council during a series of workshops. The primary focus of these workshops was to identify community needs in the areas of roads and streets, bridges, public buildings, parks and recreation facilities, and housing projects. All projects were reviewed to ensure consistency with the provisions of the City's General Plan, as well as the long-term vision of the City as developed by the City Council. On May 11, 2015, the Community Services Commission reviewed the Parks and Recreation portion of the document and recommended the approval of the projects. On May 20, 2015, the Planning Commission found the proposed CIP to be consistent with the General Plan in accordance with Government Code Section 65403 of the State Planning and Zoning Law On May 27, 2015, the City Council held a workshop to review and discuss the proposed CIP. At this workshop, an overview of the Capital Improvement Program Budget was presented to the City Council. City Council Members and staff discussed, in detail, several projects within the CIP. The Council recommended 5-0 to forward the Proposed CIP unchanged, to the June 9, 2015 City Council meeting for consideration of adoption. On May 28, 2015, the Public and Traffic Safety Commission reviewed the Circulation portions of the document and recommended the projects be approved. Projected Costs: Overall, the Fiscal Years 2016-20 total projected cost to complete is $321,707,361. A total of fifty (50) projects are included in the program, consisting of sixteen (16) Circulation projects, twenty five (25) Infrastructure projects, eight (8) Parks and Recreation projects, and one (1) Housing project. The following illustrates the associated costs for each project classification and total cost: Type of Project Number of Projects Cost of Projects Circulation 16 $280,956,429 Infrastructure / Other 25 28,973,826 Parks and Recreation 8 6,570,233 SARDA / Housing 1 5,206,873 TOTAL 50 $321,707,361 Projected Revenues: Projected revenue from identified sources for the Five -Year Capital Improvement Program is $209,373,207, which is sufficient to fund the remaining project costs of $209,283,349 (projected costs of $321,707,361, less unspecified amounts of $111,927,129). Through the first two years of the five-year program, there is adequate funding for all proposed projects, with $70,837,235 million in projected revenue in the Fiscal Year 2015-16 and $15,537,659 million in projected revenue in the Fiscal Year 2016-17. 3 Also, included in this five-year plan are twenty nine (29) projects which currently do not fit into the five-year window, but warrant consideration and review in this document. These projects are listed behind the Future Years tab within the CI P document. Circulation Projects: There are sixteen (16) Circulation projects with projected costs totaling $280,956,429. The Circulation projects represent roughly 87% of total project cost included in the proposed CIP budget. The following projects are of significant interest and align with the City's Core Value of Transportation Mobility and Connectivity: • Butterfield Stage Road Extention • French Valley Parkway/Interstate-15 Over -Crossing and Interchange Improvements - Phase I and Phase II • Interstate -15 / State Route 79 South Ultimate Interchange • Murrieta Creek Bridge and Overland Drive Extension to Diaz Road (Acquisition) • Pavement Rehabilitation Program — Citywide • Traffic Signal Equipment Replacement Program- Citywide Total funding for Circulation Projects in the coming fiscal year is $48,241,840 which includes $29,994,957 carried over from the current fiscal year and an additional appropriation of $18,246,883 in Fiscal Year 2015-16. All of these projects will have a significant impact on traffic circulation and, ultimately, the quality of life in the City. Infrastructure / Other Project: There are twenty five (25) Infrastructure / Other projects with projected costs totaling $28,973,826. The following projects are of significant interest and align with the noted City's Core Values as follows: • Bike Lane and Trail Program (Transportation Mobility and Connectivity) • City Facilities Rehabilitation (Healthy and Livable City) • Citywide Sidewalks (Transportation Mobility and Connectivity and a Sustainable City) • Consolidate and Update Evaluation of Disabled Access to City Facilities, Programs and Public Right of Way (A Safe and Prepared Community and Accountable and Responsive City Government) • Emergency Operations Center Improvements (A Safe and Prepared Community) • Fire Station 73 Living Quarters Upgrade (A Safe and Prepared Community) • Library Parking — Phase II (Healthy and Livable City) • Pauba Road Sidewalks (Transportation Mobility and Connectivity) • Temecula Park and Ride (A Sustainable City) • Theater Remediation (Healthy and Livable City and A Safe and Prepared Community) • YMCA Repair and Remediation (Healthy and Livable City and A Safe and Prepared Community) Total funding for Infrastructure / Other Projects in the coming fiscal year is $16,365,919 which includes $13,012,974 carried over from the current fiscal year and an additional appropriation of $3,352,945 in Fiscal Year 2015-16. Parks and Recreation Projects: There are eight (8) Parks and Recreation projects with projected costs totaling $6,570,233. The following projects are of significant interest and align with the noted City's Core Value of Healthy and Livable City: 4 • Children's Museum Enhancement Project • Parks Improvement Program • Patricia H. Birdsall Sports Park Synthetick Turf Enhancement • Playground Equipment Enhancement and Safety Surfacing • Sam Hicks Monument Park Playground Enhancement • Senior Citizen Outdoor Fitness Lot Total funding for Park and Recreation projects in the coming fiscal year is $2,830,585 which includes $1,488,599 carried over from the current fiscal year and an additional appropriation of $1,341,986 in Fiscal Year 2015-16 FISCAL YEAR 2015-2016 ANNUAL OPERATING BUDGET BACKGROUND: At its May 27, 2015 workshop, the Council was presented the Proposed Fiscal Year 2015-16 Annual Operating Budget for the City, Temecula Community Services District (TCSD), and the Successor Agency to the Temecula Redevelopment Agency (SARDA). The Council recommended 5-0 to bring forward the FY15-16 Proposed Budget in its entirety, with the changes noted in Exhibit A, and summarized below: 1. Reprogram $22,500 from the Economic Development Sponsorship Funding Program to the Temecula Community Services District Community Grant Program, for the purpose of supporting breast cancer awareness and assistance to Temecula residents. 2. Appropriate an additional $75,000 in the City Manager's budget for consulting services to facilitate community -wide focus groups and explore possible solutions to address the concerns of rising public safety costs. The Final FY15-16 Annual Operating Budget document will be prepared after City Council adoption and will be distributed, posted online, and submitted for award as expeditiously as possible by the Finance Department. ECONOMIC PROFILE The City of Temecula has experienced solid economic growth over the past year, as illustrated by the indicators discussed below. • Current Population: 108,920, up 2.5% from 2014 (Source: State Department of Finance) • 2014 Median Age: 34 years old, no change from 2013 (Source: SCAG May 2015 report) • 2015 Number of Households: 33,869, up 1% from 2014 (Source: Claritas, March 2015) • 2015 Average Household Income: $85,839, up 6.3% from 2014 (Source: Claritas, March 2015) • 2015 April Median Home Price: $452,976, up 6% from March 2014 (Source: Southwest Riverside County Association of Realtors) • 2014 Number of Jobs: 49,292, up 15% from 2013 (Source: EDD) • 2015 March Unemployment Rate: Temecula: 4.5% (down from 5.6% in April 2014), Riverside County: 6.2%, CA: 6.1%, Nation: 5.1% (Source: EDD) 5 Steady expansion of the City's economic base leads to growth in City revenues, which allows the City to continue to provide the high level of services citizens enjoy, as noted in a recent Citizen Survey stating that 93% of Temecula residents indicated they were satisfied with the City's municipal services. GENERAL FUND OPERATING REVENUES Fiscal Year 2015-16 General Fund Revenue is projected to increase a modest 1.0% over the prior fiscal year. The City's tax base continues to grow, with a projected increase of 2.5% over the prior fiscal year, however due to delays in two major development projects, the related revenue is decreasing by 4.0% from FY14-15. Total General Fund Revenue is projected to be $65,853,760 for the upcoming fiscal year, with the following major components: Operating Transfers In 4% General Fund Revenue Fiscal Year 2015-16 Property Tax OtherRevenue_ 11% 12% Intergovernment al Revenues 11% Special Tax (Measur e C) 3% Transient Occupancy Tax 5% Franchise Fees 6% Sales and Use Tax 48% Sales and Use Tax: Total Sales Tax is projected to be $31,982,496 for FY15-16, an increase of 2.0% over the prior year. Solid growth is anticipated in the Building and Construction sector, as well as Auto Sales and General Consumer Goods. Potential corporate changes at one of the City's major businesses have created uncertainty in one affected market sector, causing the projected revenue within this sector to be lower than the others. The City continues to maintain a strong and diverse sales tax base by promoting economic development in areas such as manufacturing, light industrial, and retail businesses. Sales tax is one of the City's largest revenue sources, representing 48% of the total General Fund revenue. Temecula continues to exceed the State, County, and surrounding areas with respect to sales per capita, with approximately $26,000 per year, nearly double Riverside County's sales per capita. 6 Property Tax: The Fiscal Year 2015-16 estimated Property Tax revenue of $7,157,977 represents approximately 11% of the total General Fund revenues. As properties continue to be re -valued after the Great Recession, Property Tax revenue is projected to increase by 5.6% in FY15-16. Intergovernmental: The Intergovernmental revenue category represents approximately 10.7% of the General Fund Revenues. The primary source of intergovernmental revenue is Property Tax in Lieu of Vehicle License Fees, which is projected to increase by 4.2% to a total of $7,055,799 in Fiscal Year 2015-16. This is based on an estimated increase in assessed valuations of property Citywide. Licenses, Permits, and Charges for Services: Due to the delay in two major development projects, this revenue source is projected to decrease by 13% from the prior year, with a total of $4,274,771 projected for Fiscal Year 2015-16. Franchise Fees: With a projected increase of 4%, this revenue source is expected to be $3,888,177 for FY15-16, and represents fees collected from telephone, cable, natural gas, refuse collection, and electricity companies for use of the public right of way. This increase is attributed primarily to an anticipated increase in cable subscribers as well as refuse and recycling customers. Transient Occupancy Tax (TOT): The City collects an 8% tax on the amount of all transient (30 days or less) lodging rentals. TOT revenue is projected to be $2,976,305 in Fiscal Year 2015-16, increasing 9.3% over the prior year. This projection is based on current occupancy rates from existing hotel/motel rooms. Reimbursements: These include the transfer of funds from Capital Improvement Program (CIP) projects to offset administration costs charged to the General Fund. This amount fluctuates each year, as CIP activity varies, and a 3.5% decline is projected for Fiscal Year 2015-16. Parks/Lighting Services Special Tax (Measure C): This special tax is assessed to all real property owners at a fixed rate of $74.44 per parcel. It is used for the ongoing operation and maintenance of the City's parks and recreation facilities, recreational and community service programs, median landscaping, arterial street lights, and traffic signals. It is projected to be flat compared to the prior fiscal year. Use of Money and Property: The increase in the Use of Money and Property category relates to losses experienced in the prior year which are not projected to continue, as investment returns have increased slightly over FY14-15. OPERATING EXPENDITURES General Fund operating expenditures are projected to be $65,345,519 in FY15-16, which is a $1.4 million, or 2.1%, increase over the prior fiscal year, due primarily to rising public safety contract costs. The City contracts with Riverside County to provide both Police and Fire services. The prior fiscal year included a one-time allocation of $1.5 million towards the Pavement Management program, which skews the comparison of total costs against FY14-15. The following chart illustrates the departmental share of total General Fund expenditures. 7 CIPAdmin 3.2% General Fund Expenditures Fiscal Year 2015-16 Parks Maintenance 5.9% Special Tax (Measure C) 2.8% Land Development 2.2% Building & Safety 3.7% Planning 3.1% Administration 11.3% Non Departmental: 12.9% Police 39.3% Fire 9.6% Animal Control 0.7% Police Services make up 39% of General Fund expenditures, with a total budget of $25,694,620 for FY15-16. This represents an increase of $1.8 million, or 7.6%, over the prior year due to a combination of rising labor costs per the County's union contacts and the implementation of a new County -wide public safety communications system. Roughly $500,000 of the contract cost increase is attributable to the new communications system. Service levels are projected to remain unchanged, with 100 sworn officers, 19 Community Service Officers and 19 administrative support personnel located at the Southwest Police Station. The following positions are recommended to remain unfunded, generating $832,000 in annual savings, until such time as revenue is sufficient to afford the restoration of the positions: o One motorcycle officer o One Accident Investigator o One Special Enforcement Team (SET) officer In addition to maintaining these vacant positions, the 50% cost sharing agreement with Temecula Unified School District for five School Resource Officers will remain in effect, saving the City an additional $337,000. Fire Services contribute nearly 10% of General Fund expenditures, with a total budget of $6,287,590. This budget is projected to increase by $827,459, or 15.2%, over FY14-15 due to anticipated labor contract increases. The County contracts with Cal Fire to provide Fire Services, and Cal Fire is entering labor negotiations with the State beginning in July 2015. The County provided the City with a "best case" and "worst case" scenario in estimating the outcome of the negotiations, ranging from a 4% to 16% increase, respectively. The City chose a middle - ground and increased expected contract labor costs by 11%. Additional increases include the appropriation of $60,000 in Emergency Services revenue collected in prior fiscal years, but not previously programmed for expenditure. The total cost for Fire Services is estimated at $12.8 million annually, and is offset by a $7.6 million Fire Tax Credit. 8 Non -Safety Departments are projected to increase by $236,226 over the prior fiscal year, excluding the contribution to the Pavement Management program in FY14-15. Departments were provided a 2% inflationary target over the prior year's budget, but with the reduction in election costs and the reassignment of vacant positions, these departments collectively increased by only 0.7% over the prior year. Operating Transfers Out total $2,125,098 for FY15-16, which is a reduction of $43,387 from the prior year. Transfers Out provides funding from the General Fund to the Capital Improvement Program, the Intern Fellowship Program, the Business Incubator Fund, and a one- time transfer of $250,000 to the City's Workers' Compensation Fund. This fund was established in FY14-15, as the City transitioned to being self-insured. The fund transfer will bring the Workers' Compensation Fund Balance closer to the desired level, which is equal to the Self - Insured Retention amount of $500,000. Ending Fund Balance for the General Fund is estimated to be $22,739,620 for FY15-16. The Economic Uncertainty Reserve, which is equal to 20% of Operating Expenditures, is fully funded at $13,069,104. Also, the Secondary Reserve, which is equal to 5% of Operating Expenditures, is fully funded at $3,267,276. An additional $1,033,088 is assigned for future CIP and Unrealized Gains, leaving $5,370,152 as unassigned (available) Fund Balance. OTHER FUNDS Gas Tax: Gas Tax revenue is projected to be $2,246,801 in FY15-16, which is a decrease of $771,553 from the prior year due to falling gasoline prices as well as the reduction in the collection rate of Gas Tax approved by the State Board of Equalization in February 2015. Gas Tax funds are transferred to the General Fund to pay for street and road maintenance activities. For FY15-16, a total of $2,741,992 is projected to be transferred, which includes the $2.2 million in new revenue combined with $492,191 in available fund balance. Business Incubator Resource Fund: Total revenue in the Business Incubator Fund comes from rental income and General Fund contributions. Beginning in FY15-16, 70% of a Senior Management Analyst position is reflected in this Fund rather than the General Fund, to show the true cost of operating the Business Incubator, as such the contribution from the General Fund has increased in FY15-16 to cover the shift of staffing costs. Total revenue and expenditures are projected to be $215,127 for FY15-16. Community Development Block Grant Fund (CDBG): CDBG revenue and expenditures are projected to be $1,180,958 for FY15-16. Expenditures include the 20% allowance for Administrative Costs ($104,548), funding for 12 outside agencies ($119,253) as part of the community based services program, $597,157 programmed for the completion of the Sam Hicks Monument Park Playground Equipment project, and $360,000 for the Old Town Sidewalk Improvement Program. Measure A Fund: Measure A is the City's allocation of the County of Riverside's additional one half percent sales tax for transportation. These monies are restricted for use on local streets. Revenues are expected to increase by 3.5% in FY15-16, totaling $2,841,159, due to an estimated increase in sales tax receipts throughout the County. These funds are first utilized to pay for street and road maintenance operations with the remaining funds transferred to the CIP for expenditure on eligible capital projects. For FY15-16, a total of $1,712,000 is programmed to be spent on operations, with $841,159 to be transferred to the CIP for the Pavement Management Program. Fund Balance of $1,006,166 will be available for future eligible expenditures. 9 INTERNAL SERVICE FUNDS Internal Service Funds are established to accumulate the costs of services that are provided to other City departments. The costs are allocated to those departments benefitting from the services. Insurance Fund expenditures of $981,801 are projected to decline by 14% from the prior year due to the reallocation of consulting costs related to ergonomics and employee training to the Workers' Compensation Fund. Workers' Compensation Fund expenditures are projected to be $35,267 for Fiscal Year 2015- 16, which is a significant increase over the prior year due to the reallocation of consulting services that are designed to safeguard employees from future Workers' Compensation claims. Ending Fund Balance for this fund is projected to be $472,693. Vehicles and Equipment Fund expenditures in Fiscal Year 2015-16 include the replacement of five Public Works vehicles, at a total cost of $203,000, or $20,300 annually for ten years. The budget also reflects the replacement of a Vactron at a cost of $60,000, or $4,000 annually for 15 years. Ending Fund Balance for this fund is projected to be $1,926,195, of which $1,375,473 is considered spendable. Information Technology Fund expenses are projected to decrease due to the prior year transfer of assets to the Technology Replacement Fund. Operations are increasing by $59,673 over the prior year due to higher allocation of personnel costs to this fund as well as higher software maintenance costs. Technology Replacement Fund expenses in this fund are projected to be $316,830 for Fiscal Year 2015-16, which is a significant increase over the prior year due to the City wide investment in technology equipment. The City is proposing to lease a replacement Storage Area Network (SAN) Server, upgrade the City's Wi-Fi network in the Civic Center and Old Town, replace the firewall at the library and replace staff computers and monitors in accordance with the lifecycle replacement program. Support Services Fund expenditures are projected to decrease by 1.5% year due to lower maintenance costs. Total expenses for FY15-16 are projected to be $523,878. Facilities Fund expenditures reflect a 4.2% increase with a total budget of $1,460,348 due to higher utility costs projected for FY2015-16. 2015-16 AUTHORIZED STAFFING The Budget includes consistent staffing levels with the prior year, with the following requested changes: • One vacant position is requested to be downgraded from a Senior Debt Analyst position to a Management Analyst position within the Finance Office, creating a net savings to the General Fund. • Upgrade one Custodian position within Public Works to a Maintenace Worker position. • Increase the two part-time Office Specialists within Central Services from 20 hours per week to 24 hours per week. Total authorized positions for Fiscal Year 2015-16 totals 158.2, five of which are City Council members, with two positions unfunded. The unfunded positions are associated with the former YMCA facility, and are proposed to be funded when the facility renovation is complete. 10 FIVE YEAR FINANCIAL PROJECTION Pursuant to City policy, a five-year financial projection is developed as a part of the budget process to assist in long range planning and policy development. The five-year forecast provides a tool to evaluate the ability of the City to fund proposed programs, operating costs, and meet the operational requirements of capital improvement projects in the future. For Fiscal Year 2015-16, General Fund revenues are projected to exceed expenditures by $508,241, both reserves will be fully funded at 25% of total expenditures, and the Ending Fund Balance is projected to be $22,739,620, of which $5,370,152 is considered unassigned, or available for future appropriation. Due to anticipated cost increases related to public safety, projected revenues are not expected to cover projected operating expenditures beginning in FY16-17. Public Safety is projected to increase by 41% or $9.7 million over the next five -years based on contract escalation related to union negotiations, the implementation of a new communications system and rising CaIPERS retirement benefit rates. These cost projections do not include increases in staffing or service levels, but rather maintaining status quo. The value of long-range fiscal planning is to proactively alert decision makers early enough to course -correct, and implement the necessary measures to ensure long-term fiscal solvency. The City of Temecula is fortunate to have a strong revenue base, however the City is no longer in its expansion phase and future revenue growth is limited. In order to remain fiscally solvent, the City must address these rising public safety costs in the coming year to ensure ongoing revenues are adequate to cover ongoing expenditures. TEMECULA COMMUNITY SERVICES DISTRICT Pursuant to Government Code Section 61110, on or before July 1St, the Temecula Community Services District board of directors shall publish a notice of public hearing at least two weeks prior to the final adoption of the district budget. Section 61110(a) provides the board of directors the ability to adopt a Preliminary Budget on or before July 1St, which is being presented at tonight's meeting. The TCSD FY2015-16 Final Budget public hearing will occur on June 23, 2015, after noticing requirements have been met, jointly with the TCSD Rates and Charges for FY2015-16. DISTRICT -WIDE SUMMARY Total combined Revenue for TCSD Operations and Service Levels is projected to be $19,853,738, with Expenditures budgeted at $20,095,016. The Ending Fund Balance for the District is projected to be $1,181,394 for Fiscal Year 2015-16. TCSD OPERATIONS FUND Operational Revenue is projected to be $8,947,362 for Fiscal Year 2015-16, 7.2% higher than the previous fiscal year. With the reopening of the Temecula Community Center after its renovation, rental revenue for this facility is projected to increase by $24,009, or 38%. The Old Town Theater is currently being renovated and is anticipated to re -open in the Fall of 2015. The Theater will remain closed for only two months of FY15-16 (compared to four months in FY14- 15); additionally, alternative venues are being used to hold performances, so the Theater revenue is projected to increase by $42,002, or 7% over the prior year. The contribution from the General Fund is increasing by $395,263 over the prior year as a result of full staffing projected for FY15-16 and higher internal service fund allocations related to the City wide investment in technology. 11 Operating Expenditures are increasing by 6.3% compared to the prior year at $8,958,862, as the District is budgeted at full staffing levels. Operating costs between the TCSD divisions have been shifted to better reflect functional reporting of staff members and activities. Ending Fund balance for TCSD is projected to be $77,500. SERVICE LEVEL FUNDS Service Level B — Residential Street Lights revenue is projected to be $1,032,272, which includes a General Fund contribution of $390,888. Expenditures are projected to increase by 2% compared to Fiscal Year 2014-15. Ending Fund Balance is projected to be $32,330. Service Level C — Landscape/Slope Maintenance revenue is projected to be $1,589,423, which is flat compared to Fiscal Year 2014-15 levels. Expenditures are projected to be $1,782,963, a 14% decline compared to the prior year, as a result of less tree -trimming scheduled for the coming year. Ending Fund Balance is projected to be $524,878. Service Level D — Refuse and Recycling revenue is projected to be $7,240,240, a 6.3% increase over the prior year. Expenditures are increasing by 5.6%, for a total of $7,188,836 due to increased service rates per the Franchise Agreement with CR&R combined with the implementation of the new residential organic recycling program. Ending Fund Balance is projected to be $166,338. Service Level R — Street/Road Maintenance revenue is projected to be $5,632. Expenditures are projected to increase by 2% compared to the prior year at $9,843, causing a $4,211 draw on available fund balance. Ending Fund Balance is projected to be $8,473. Service Level L — Harveston Lake Park Maintenance revenue is projected to be $237,334, which is flat compared to the previous fiscal year. Expenditures are projected to increase by 1.6% to $244,617. Ending Fund Balance is projected to be $269,876. Library Fund revenue is projected to decline by 4.4% to $781,830, due to a reduced contribution needed from the General Fund of $644,205. Total Expenditures are projected to decrease by 4.2%, to $859,976. Ending Fund Balance is projected to be $100,000. Intern Fellowship Fund revenue is transferred in from the General Fund at $19,645 for Fiscal Year 2015-16. This fund will afford part-time internship opportunities to local high school, undergraduate and graduate students. SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY (SARDA) SARDA obligations are paid with Property Tax Increment dollars that were formerly allocated to the Redevelopment Agency. Expenditures for Fiscal Year 2015-16 total $8,668,574, of which $7,204,269 is dedicated to debt service payments of the outstanding Redevelopment Agency bonds. Another $1,250,433 is programmed for the payment of a Development Agreement obligation, Owner Participation Agreements and Agency administration. Any residual Property Tax Increment revenue existing after the payment of SARDA obligations will be distributed to the various taxing entities within Riverside County, of which the City's General Fund is entitled to receive approximately 5% of any residual revenue. "GANN" APPROPRIATIONS LIMIT Article XI IIB of the California State Constitution, more commonly referred to as the Gann Initiative or Gann Limit, was approved by California voters in November 1979, and placed limits on the amount of proceeds of taxes that state and local government agencies can receive and spend each year. For cities that incorporated after 1978-79 (such as the City of Temecula), the voters set the initial appropriations limit at the time of incorporation. Proposition 111 was approved by California voters in June 1990, which provided new adjustment formulas which 12 make the appropriations limit more responsive to local growth issues. Each year the City Council must adopt by resolution the appropriations limit for the following year. Following is the calculation of the City's Gann Appropriations Limit for Fiscal Year 2015-16: Fiscal Year 2014-15 Appropriations Limits $218,329,001 City Population Growth 2.51% Per Capita Personal Income Change 3.82% Fiscal Year 2015-16 Appropriations Limit $232,367,556 Appropriations subject to the limit in the Fiscal Year 2015-16 Budget total $51,297,468 which is $181,070,088 less than the computed limit. Additional appropriations to the budget funded by non -tax sources such as service charges, restricted revenues from other agencies, grants or beginning fund balances would be unaffected by the appropriations limit. However, any supplemental appropriations funded through increased tax sources would be subject to the appropriations limit and could not exceed the $181,070,088 variance indicated. Further, any overall actual receipts from tax sources greater than $181,070,088 from budget estimates will result in proceeds from taxes in excess of the City's appropriations limit, requiring refunds of the excess within the next two fiscal years or voter approval of an increase in the City's appropriations limit. Voter approval for an increase in the City's appropriations limit is not anticipated in the future due to the margin between the limit and tax revenue. FISCAL IMPACT: The adoption of the Fiscal Year 2016-20 Five -Year Capital Improvement Program establishes the project appropriations for Fiscal Year 2015-16 in an amount of $72,645,217, of which $49,703,403 is a carry-over from the prior fiscal year. Projects which do not have sufficient funds within the funding source will not proceed until the funding has been secured. The City of Temecula's Fiscal Year 2015-16 Annual Operating Budget provides for an excess of operating revenues over operating expenditures of $508,241 before the operating transfers for capital projects. Total Fund Balance for the General Fund equals $22,739,620 for FY15-16. The Reserve for Economic Uncertainty is $13,069,104, which is an amount equal to 20% of General Fund Operating Appropriations and the Secondary Reserve is $3,267,276, which is equal to 5% of General Fund Operating Appropriations. Available Fund Balance for the General Fund totals $5,370,152. ATTACHMENTS: 1. Exhibit A — Summary of Adjustments to the Proposed FY15-16 Annual Operating Budget 2. Resolution — Approving the CIP for Fiscal Years 2016-2020 and Adopting the CIP Budget for Fiscal Year 2015-2016 3. Resolution — Adopting the Fiscal Year 2015-16 TCSD Preliminary Annual Operating Budget 4. Resolution — Approving the Budget for SARDA CIP Fiscal Years 2016-20, Adopting the CIP budget for Fiscal Year 2015-16, and Adopting the Fiscal Year 2015-16 Annual Operating Budget 5. Resolution — Adopting the Fiscal Year 2015-16 Annual Operating Budget 6. Resolution — Schedule Of Authorized Positions 7. Resolution — Appropriations Limit For Fiscal Year 2015-16 13 EXHIBIT A City of Temecula Fiscal Year 2015-16 Annual Operating Budget the Heart of Southern CaI iom.a wine Coo,try Summary of Adjustments to the Proposed FY15-16 Annual Operating Budget Account Account Description FY15-16 Proposed Budget Budget Adjustment FY15-16 Adopted Budget Explanation 001.110.999.5250 City Manager - Other Outside Services $9,639 $75,000 $84,639 Additional appropriation to fund consulting services to facilitate community -wide focus groups and explore possible solutions to address the concerns of rising public safety costs 001.111.999.5264 Economic Development - Sponsorship Funding Program $267,500 -$22,000* $245,500 Reprogram funds from the Economic Development Sponsorship Funding Program to the Temecula Community Services District Community Grant Program, for breast 190.111.999.5264 TCSD Human Services - Community Grant Program $10,200 $22,500 $32,700 the purpose of supporting cancer awareness and assistance to Temecula residents. * The FY15-16 Proposed Budget mistakenly reflected an appropriation of $22,000 rather than $22,500 for breast cancer awareness funding, therefore the reduction to the Economic Development Proposed Budget is less than the new appropriation to the TCSD Adopted Budget. RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2016-2020 AND ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-16 THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. Adoption of this Program is categorically exempt from environmental review under the California Environmental Quality Act (CEQA). Pursuant to Section 15262 of the State Guidelines for Implementation of CEQA, a project involving only feasibility or planning studies for possible future actions, which actions the City Council has not approved, adopted, or funded, does not require preparation of an EIR or Negative Declaration, but does require consideration of environmental factors. In reviewing this Program and conducting public hearings on it, the City Council has considered relevant environmental factors. This City Council, as the lead agency for environmental review, pursuant to the California Environmental Quality Act and the Guidelines promulgated there under (collectively "CEQA), has reviewed the scope and nature of this Capital Improvement Program and has concluded that the planning and prioritization process comprising this activity is not a project pursuant to CEQA because it does not order or authorize the commencement of any physical or other activity that would directly or indirectly have a significant effect upon the environment. The Capital Improvement Program merely establishes a listing of priority and allocates funds for the City to commence the necessary planning studies, including review pursuant to CEQA, at a future unspecified date. The future planning studies will be conducted at the earliest possible time so as to ensure thorough review pursuant to CEQA. Recognizing that the protection of the environment is a key factor in the quality of life within the City of Temecula and to further the City's strict adherence to both the spirit and letter of the law as regards to CEQA, this City Council has also considered this Capital Improvement Program as if it were a Project pursuant to CEQA. Reviewing this Program as a Project, this City Council concludes the Project would be exempt from review under CEQA, both pursuant to Section 15061(b)(3) and to the categorical exemption set forth in Section 15262 of CEQA. Section 15061(b)(3) would apply because it can be seen with certainty that this prioritizing and fund allocation program cannot and does not have the potential to cause a significant effect on the environment. No physical activity will occur until all required CEQA review is conducted at the time the physical improvements prioritized in the Program are undertaken. Section 15262 provides a categorical exemption to actions that are feasibility or planning studies related to possible future actions. This Council is aware of and has considered the current and relevant environmental factors as an integral component of the review of this Program. This Council, as lead agency, hereby determines and decides that the exemption provided in both Sections 15061(b)(3) and 15262 apply in the event this is deemed a Project pursuant to CEQA. Section 2. On May 20, 2015, the Planning Commission found the Capital Improvement Program consistent with the General Plan in accordance with Government Code Section 65401 of State Planning and Zoning Law. Section 3. The City Council hereby finds and declares that the requirements of Government Code Section 65402(a) shall not apply to: (1) the disposition of the remainder of a larger parcel which was acquired and used in part for street purposes; (2) acquisitions, dispositions, or abandonments for street widening; or (3) alignment projects, provided such dispositions for street purposes, acquisition, dispositions, or abandonments for street widening, or alignment projects are of a minor nature. Section 4. The City Council hereby finds that the acquisition of land necessary for the City of Temecula Capital Improvement Program Fiscal Years 2016-20 is consistent with the General Plan. Section 5. That a certain document now on file in the office of the City Clerk of the City of Temecula, entitled "City of Temecula Capital Improvement Program Fiscal Years 2016-20" include herein appropriations for Fiscal Year 2015-16, and are hereby adopted. The CIP appropriations for the Fiscal Year 2014-15 which have not been completed, encumbered, nor included in the Fiscal Years 2016-20 CIP, are hereby carried over for each applicable project to the Fiscal Year 2015-16. Certain Development Impact Fees from future revenue may be used to replace the expenditure of current capital reserve funds in the CIP. Section 6. That the following controls are hereby placed on the use and transfers of budget appropriations: A. No expenditures of funds shall be made unless there is an unencumbered appropriation available to cover the expenditure. B. C. The City Manager may authorize expenditures of funds in amounts up to $30,000. Any expenditure of funds in excess of $30,000 requires City Council action. The City Manager may approve change orders on Public Works contracts in amounts up to $30,000, if sufficient appropriated funds are available. D. The City Manager may authorize transfers up to $30,000 between approved Capital Improvement Program projects. E. Notwithstanding Section 6.B. above, pursuant to Section 3.32.050 of the Municipal Code, the City Manager may authorize Public Works contracts in amounts up to $30,000. Any expenditures of Public Works funds in excess of $30,000 require City Council action, except that the City Manager may approve change orders on Public Works contracts approved by the Council in amounts up to project contingency established by Council. Section 8. Certification: The City Clerk shall certify the adoption of this resolution. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk RESOLUTION NO. CSD 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 PRELIMINARY ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. That the Fiscal Year 2015-16 Temecula Community Services District (TCSD) Preliminary Operating Budget is hereby adopted. Section 2. That the following controls are hereby placed on the use and transfers of budget appropriations: A. No expenditure of funds shall be made unless there is an unencumbered appropriation available to cover the expenditure. B. The Department Director may prepare a transfer of appropriations within departmental budget accounts, with the approval of the General Manager. C. The Board of Directors must authorize transfers (appropriations) of funds from the Unreserved Fund Balance and transfers between departmental budget accounts. D. The Board of Directors must authorize any increase in regular personnel positions above the level indicated in the final budget. The General Manager may authorize the hiring of temporary or part-time staff as necessary within the limits imposed by the controls listed above. E. The General Manager may authorize expenditures of funds in amounts up to $30,000. Any expenditure of funds in excess of $30,000 requires Board of Directors action. F. The General Manager may authorize Public Works contracts in amounts up to $30,000. Any expenditures of Public Works funds in excess of $30,000 require Board of Directors action, except that the General Manager may approve change orders on Public Works contracts approved by the Board in amounts up to the project contingency established by the Board. G. Pursuant to Section 3.28.130 of the Municipal Code, the Executive Director may authorize purchases of supplies and equipment in amounts up to $30,000. Any purchases of supplies and equipment in excess of $30,000 shall be awarded to the lowest responsible bidder pursuant to formal bid procedures and require City Council action, except that the Executive Director may approve change orders on purchases of supplies and equipment approved by the Board in amounts up to the contingency established by Board. H. Pursuant to Section 3.28.250 of the Municipal Code, purchases of supplies and equipment of an estimated value of $30,000 or less, may be made by the purchasing agent in the open market pursuant to the procedure prescribed in Sections 3.28.260 through 3.28.280 and without observing the procedure prescribed in Sections 3.28.130 through 3.28.240; provided, however, that all bidding may be dispensed with for purchases of supplies and equipment having a total estimated value of $5,000 or less. Appropriations and Revenue Estimates for grant funded programs for Fiscal Year 2014-15 which have not been expended or encumbered, are hereby carried over for the applicable grant program to the Fiscal Year 2015-16. Section 3. The Finance Director is authorized to make temporary short term interfund loans between appropriate funds in order to cover short term cash needs caused by cash flow timing differences. These interfund loans must have an identified repayment source. Section 4. Outstanding encumbrances shown on the District books at June 30, 2015, are hereby appropriated for such contracts or obligations for fiscal year 2015-16. Section 5. There are numerous occasions when small dollar valued purchases must be made for or on behalf of the District; and it is appropriate that a petty cash fund be used to provide for the purchase of these smaller dollar valued items; now, therefore, the Board of Directors of the Temecula Community Services District of the City of Temecula does hereby resolve, determine, and order as follows: A. There is hereby established a renewable petty cash fund to be maintained in the Finance Department. B. The imprest balance amount of the petty cash fund shall be $3,000. C. Vouchers, receipts, or other evidence of payment shall be required before reimbursement shall be made from said petty cash fund, in such form as shall be required by Finance Director. Section 6. The Board Secretary shall certify adoption of the resolution. PASSED, APPROVED, AND ADOPTED by the Board of Directors of the Temecula Community Services District of the City of Temecula this 9th day of June, 2015. Maryann Edwards, Chair ATTEST: Randi Johl-Olson, City Clerk/Secretary [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA I, Randi Johl-Olson, City Clerk/Secretary of the Temecula Community Services District of the City of Temecula, do hereby certify that the foregoing Resolution No. CSD 15- was duly and regularly adopted by the Board of Directors of the Temecula Community Services District of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: BOARD MEMBERS: NOES: BOARD MEMBERS: ABSTAIN: BOARD MEMBERS: ABSENT: BOARD MEMBERS: Randi Johl-Olson, City Clerk/Secretary RESOLUTION NO. SARDA 15- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING THE CAPITAL IMPROVEMENT PROGRAM FISCAL YEARS 2016-2020, ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2015-16, ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY DOES HEREBY RESOLVE AS FOLLOWS: Section 1. Adoption of this Program is categorically exempt from environmental review under the California Environmental Quality Act (CEQA). Pursuant to Section 15262 of the State Guidelines for Implementation of CEQA, a project involving only feasibility or planning studies for possible future actions, which actions the City Council has not approved, adopted, or funded, does not require preparation of an EIR or Negative Declaration, but does require consideration of environmental factors. In reviewing this Program and conducting public hearings on it, the City Council has considered relevant environmental factors. This City Council, as the lead agency for environmental review, pursuant to the California Environmental Quality Act and the Guidelines promulgated there under (collectively "CEQA), has reviewed the scope and nature of this Capital Improvement Program and has concluded that the planning and prioritization process comprising this activity is not a project pursuant to CEQA because it does not order or authorize the commencement of any physical or other activity that would directly or indirectly have a significant effect upon the environment. The Capital Improvement Program merely establishes a listing of priority and allocates funds for the City to commence the necessary planning studies, including review pursuant to CEQA, at a future unspecified date. The future planning studies will be conducted at the earliest possible time so as to ensure thorough review pursuant to CEQA. Recognizing that the protection of the environment is a key factor in the quality of life within the City of Temecula and to further the City's strict adherence to both the spirit and letter of the law as regards to CEQA, this City Council has also considered this Capital Improvement Program as if it were a Project pursuant to CEQA. Reviewing this Program as an Project, this City Council concludes the Project would be exempt from review under CEQA, both pursuant to Section 15061(b)(3) and to the categorical exemption set forth in Section 15262 of CEQA. Section 15061(b)(3) would apply because it can be seen with certainty that this prioritizing and fund allocation program cannot and does not have the potential to cause a significant effect on the environment. No physical activity will occur until all required CEQA review is conducted at the time the physical improvements prioritized in the Program are undertaken. Section 15262 provides a categorical exemption to actions that are feasibility or planning studies related to possible future actions. This Council is aware of and has considered the current and relevant environmental factors as an integral component of the review of this Program. This Council, as lead agency, hereby determines and decides that the exemption provided in both Sections 15061(b)(3) and 15262 apply in the event this is deemed a Project pursuant to CEQA. Section 2. On May 20, 2015, the Planning Commission found the Capital Improvement Program consistent with the General Plan in accordance with Government Code Section 65401 of State Planning and Zoning Law. Section 3. The Board of Directors of the Successor Agency to the Temecula Redevelopment Agency hereby finds and declares that the requirements of Government Code Section 65402(a) shall not apply to: (1) the disposition of the remainder of a larger parcel which was acquired and used in part for street purposes; (2) acquisitions, dispositions, or abandonments for street widening; or (3) alignment projects, provided such dispositions for street purposes, acquisition, dispositions, or abandonments for street widening, or alignment projects are of a minor nature. Section 4. The Board of Directors of the Successor Agency to the Temecula Redevelopment Agency hereby finds that the acquisition of land necessary for the City of Temecula Capital Improvement Program FY 2016-20 is consistent with the General Plan. Section 5. That a certain document now on file in the office of the City Clerk of the City of Temecula, entitled "City of Temecula Capital Improvement Program Fiscal Years 2016-20" include herein appropriations for Fiscal Years 2015-16, is hereby adopted. The CIP appropriations for the Fiscal Year 2014-15 which have not been completed, encumbered, nor included in the Fiscal Years 2016-20 CIP, are hereby carried over for each applicable project to the Fiscal Year 2015-16. Section 6. That the following controls are hereby placed on the use and transfers of budget appropriations: A. No expenditures of funds shall be made unless there is an unencumbered appropriation available to cover the expenditure. B. The City Manager may authorize expenditures of funds in amounts up to $30,000. Any expenditure of funds in excess of $30,000 requires Board of Directors action. C. The City Manager may approve change orders on Public Works contracts in amounts up to $30,000, if sufficient appropriated funds are available. D. The City Manager may authorize transfers up to $30,000 between approved Capital Improvement Program projects. E. Notwithstanding Section 7.B. above, pursuant to Section 3.32.050 of the Municipal Code, the City Manager may authorize Public Works contracts in amounts up to $30,000. Any expenditures of Public Works funds in excess of $30,000 require City Council action, except that the City Manager may approve change orders on Public Works contracts approved by the Council in amounts up to project contingency established by Council. Section 7. That the fiscal year 2015-16 SARDA operating budget is hereby adopted. Section 8. That the following controls are hereby placed on the use and transfers of budget appropriations: A. No expenditure of funds shall be made unless -the Oversight Board of the Successor Agency to the Temecula Redevelopment Agency has adopted a resolution approving the fiscal year 2015-16 SARDA operating budget and the State Department of Finance has approved the expenditure on the Recognized Obligation Payment Schedule (ROPS), pursuant to Health and Safety Code Section 34177. B. The Department Director may prepare a transfer of appropriations within departmental budget accounts, with the approval of the Executive Director. C. The Agency Board must authorize any increase in regular personnel positions above the level indicated in the final budget. The Executive Director may authorize the hiring of temporary or part-time staff as necessary within the limits imposed by the controls listed above. D. The Executive Director may authorize expenditures of funds in amounts up to $30,000. Any expenditure of funds in excess of $30,000 requires Agency Board action. E. The Executive Director may authorize Public Works contracts in amounts up to $30,000. Any expenditure of Public Works funds in excess of $30,000 require Agency Member action, except that the Executive Director may approve change orders on Public Works contracts approved by the Agency Board in amounts up to the project contingency established by the Agency Board. F. Pursuant to Section 3.28.130 of the Municipal Code, the Executive Director may authorize purchases of supplies and equipment in amounts up to $30,000. Any purchases of supplies and equipment in excess of $30,000 shall be awarded to the lowest responsible bidder pursuant to formal bid procedures and require Agency Board action, except that the Executive Director may approve change orders on purchases of supplies and equipment approved by the Agency Board in amounts up to the contingency established by Agency Board. G. Pursuant to Section 3.28.250 of the Municipal Code, purchases of supplies and equipment of an estimated value of $30,000 or less, may be made by the purchasing agent in the open market pursuant to the procedure prescribed in Sections 3.28.260 through 3.28.280 and without observing the procedure prescribed in Sections 3.28.130 through 3.28.240; provided, however, that all bidding may be dispensed with for purchases of supplies and equipment having a total estimated value of $5,000 or less. Section 9. The Finance Director is authorized to make temporary short term interfund loans between appropriate funds in order to cover short term cash needs caused by cash flow timing differences. These interfund loans must have an identified repayment source. Section 10. Outstanding encumbrances shown on the Agency books at June 30, 2015, are hereby appropriated for such contracts or obligations for Fiscal Year 2014-15. Section 11. There are numerous occasions when small dollar valued purchases must be made for or on behalf of the Agency; and it is appropriate that a petty cash fund be used to provide for the purchase of these smaller dollar valued items; now, therefore, the Board of Directors of the Successor Agency to the Temecula Redevelopment Agency of the City of Temecula does hereby resolve, determine, and order as follows: A. There is hereby established a renewable petty cash fund to be maintained in the Accounting and Purchasing Department. B. The imprest balance amount of the petty cash fund shall be $3,000. C. Vouchers, receipts, or other evidence of payment shall be required before reimbursement shall be made from said petty cash fund, in such form as shall be required by Finance Director. Section 12. The Agency Secretary shall certify adoption of the resolution. PASSED, APPROVED, AND ADOPTED by the Board of Directors of the Successor Agency to the Temecula Redevelopment Agency this 9t" day of June, 2015. Jeff Comerchero, Chair ATTEST: Randi Johl-Olson, City Clerk/Secretary [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA I, Randi Johl-Olson, City Clerk/Secretary of the Successor Agency to the Temecula Redevelopment Agency, do hereby certify that the foregoing Resolution No. SARDA 15- was duly and regularly adopted by the Board of Directors of the Successor Agency to the Temecula Redevelopment Agency at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: BOARD MEMBERS: NOES: BOARD MEMBERS: ABSTAIN: BOARD MEMBERS: ABSENT: BOARD MEMBERS: Randi Johl-Olson, City Clerk/Secretary RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING THE FISCAL YEAR 2015-16 ANNUAL OPERATING BUDGET AND ESTABLISHING CONTROLS ON CHANGES IN APPROPRIATIONS THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. That certain document now on file in the office of the City Clerk of the City of Temecula entitled "City of Temecula Annual Operating Budget Fiscal Year 2015-16" is hereby adopted. Section 2. That the following controls are hereby placed on the use and transfers of budget appropriations: A. No expenditure of funds shall be made unless there is an unencumbered appropriation available to cover the expenditure. B. The Department Director may prepare a transfer of appropriations within departmental budget accounts, with the approval of the City Manager. C. The City Council must authorize transfers (appropriations) of funds from the Unreserved Fund Balance and transfers between departmental budget accounts. D. The City Council must authorize any changes to the Schedule of Authorized Positions. E. The City Manager may authorize expenditures of funds in amounts up to $30,000. Any expenditure of funds in excess of $30,000 requires City Council action. F. Pursuant to Section 3.32.050 of the Municipal Code, the City Manager may authorize Public Works contracts in amounts up to $30,000. Any expenditure of Public Works funds in excess of $30,000 require City Council action, except that the City Manager may approve change orders on Public Works contracts approved by the Council in amounts up to the project contingency established by Council. G. Pursuant to Section 3.28.130 of the Municipal Code, the City Manager may authorize purchases of supplies and equipment in amounts up to $30,000. Any purchases of supplies and equipment in excess of $30,000 shall be awarded to the lowest responsible bidder pursuant to formal bid procedures and require City Council action, except that the City Manager may approve change orders on purchases of supplies and equipment approved by the Council in amounts up to the contingency established by Council. H. Pursuant to Section 3.28.250 of the Municipal Code, purchases of supplies and equipment of an estimated value of $30,000 or less, may be made by the purchasing agent in the open market pursuant to the procedure prescribed in Sections 3.28.260 through 3.28.280 and without observing the procedure prescribed in Sections 3.28.130 through 3.28.240; provided, however, that all bidding may be dispensed with for purchases of supplies and equipment having a total estimated value of $5,000 or less. Appropriations and Revenue estimates for grant funded programs for FY 2014-15 which have not been expended, encumbered or received, are hereby carried over for the applicable grant program to the subsequent fiscal year. J. Appropriations for the transfer of funds to the Capital Improvement Program for FY 2014-15 which have not been expended are hereby carried over to the subsequent fiscal year. Section 3. The Finance Director, in consultation with the City Manager, is delegated the authority to determine and define the amounts of those components of fund balance that are classified as "Assigned Fund Balance". Section 4. The Finance Director is authorized to make temporary short term interfund loans between appropriate funds in order to cover short term cash needs caused by cash flow timing differences. These interfund loans must have an identified repayment source. Section 5. Outstanding encumbrances shown on the City books at June 30, 2015, are hereby appropriated for such contracts or obligations for FY 2015-16. Section 6. There are numerous occasions when small dollar valued purchases must be made for or on behalf of the City; and it is appropriate that a petty cash fund be used to provide for the purchase of these smaller dollar valued items; now, therefore, the City Council of the City of Temecula does hereby resolve, determine, and order as follows: A. There is hereby established a renewable petty cash fund to be maintained in the Finance Department. B. The imprest balance amount of the petty cash fund shall be $3,000. C. Vouchers, receipts, or other evidence of payment shall be required before reimbursement shall be made from said petty cash fund, in such form as shall be required by Director of Finance. Section 7. The City Clerk shall certify adoption of the resolution. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA REVISING THE SCHEDULE OF AUTHORIZED POSITIONS THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. The Schedule of Authorized Positions, attached hereto, is hereby adopted pursuant to Section 45001 of the California Government Code. Such list is attached to this Resolution and incorporated herein by this reference. Section 2. The Schedule of Authorized Positions shall become effective July 1, 2015, and may be, thereafter, amended. Section 3. The City Manager shall implement the attached Schedule of Authorized Positions and has the authority to select and appoint employees in accordance with the City's personnel policies. Section 4. In accordance with City of Temecula Municipal Code Section 2.6.030, the City Manager shall administer the City personnel system. This resolution specifically authorizes the City Manager to fix and alter the titles, compensation, and number of positions in the Schedule of Authorized Positions as needed, subject to the total personnel expenditure budget limitations approved by the City Council. Section 5. All prior resolutions and parts of this resolution in conflict with this Resolution are hereby rescinded. Section 6. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk L l SCHEDULE OF AUTHORIZED POSITIONS City of Temecula Fiscal Year 2015-16 Annual Operating Budget 1 of 4 FY15/16 Monthly Salary Exempt/ Non- Exempt Minimum Maximum CITY COUNCIL Councilmember 5.0 860 E City Council Subtotal: 5.0 CITY MANAGER City Manager 1.0 18,750 E Assistant City Manager 1.0 12,253 17,254 E Executive Assistant 1.0 5,050 7,110 E Senior Management Analyst 1.0 6,751 9,506 E City Manager Subtotal: 4.0 ECONOMIC DEVELOPMENT Economic Development Analyst I 3.0 5,747 8,092 E Administrative Assistant (Confidential) 1.0 3,822 5,380 NE Economic Development Subtotal: 4.0 CITY CLERK Administrative Assistant 1.0 3,822 4,891 NE City Clerk 1.0 9,058 12,753 E Office Specialist 3.0 2,883 3,689 NE Records Manager 1.0 4,993 7,074 E City Clerk Subtotal: 6.0 HUMAN RESOURCES Office Specialist (Confidential) 2.0 2,883 4,073 NE Senior Human Resources Analyst 1.0 6,111 8,636 E Human Resources Subtotal: 3.0 EMERGENCY MANAGEMENT Fiscal Services Manager 1.0 7,541 10,619 E Emergency Management Subtotal: 1.0 FINANCE Finance Director 1.0 10,816 15,230 E Administrative Assistant 1.0 3,822 4,891 NE Revenue Manager 1.0 6,751 9,506 E Senior Management Analyst 1.0 6,751 9,506 E Accountant (Confidential) 1.0 4,918 6,951 NE Accounting Assistant 1.0 3,181 4,071 NE Accounting Manager 1.0 6,751 9,506 E Accounting Specialist 2.0 3,680 4,707 NE Accounting Specialist - Payroll (Confidential) 1.0 3,680 5,178 NE Business License Spec/Cashier 1.0 3,289 4,210 NE Management Analyst 1.0 6,112 8,607 E Purchasing Coordinator 11 1.0 4,041 5,206 NE Finance Subtotal: 13.0 1 of 4 L l SCHEDULE OF AUTHORIZED POSITIONS City of Temecula Fiscal Year 2015-16 Annual Operating Budget 2 of 4 FY15/16 Monthly Salary Exempt/ Non- Exempt Minimum Maximum INFORMATION TECHNOLOGY Administrative Assistant 1.0 3,822 4,891 NE Deputy Director Information Technology 1.0 7,290 10,265 E Information Technology Administrator 2.0 6,242 8,787 E IT Specialist 1.0 5,113 6,545 NE Senior IT Specialist 4.0 5,607 7,175 NE Support Services Deputy Director Support Services 1.0 6,964 9,809 E Office Specialist - AM 0.5 2,883 3,689 NE Office Specialist - PM 0.5 2,883 3,689 NE Central Services Coordinator 1.0 3,279 4,196 NE Central Services Supervisor 1.0 3,842 4,948 NE Information Technology Subtotal: 13.0 COMMUNITY DEVELOPMENT Administrative Assistant 1.0 3,822 4,891 NE Community Development Director 1.0 10,816 15,230 E Senior Management Analyst 1.0 6,751 9,506 E SARDA/CDBG Associate Planner 1.0 5,608 7,177 NE Senior Planner 1.0 7,083 9,973 E Planning Assistant Planner 1.0 4,945 6,331 NE Associate Planner 3.0 5,608 7,177 NE Community Development Tech 4.0 3,983 5,100 NE Development Proc. Coordinator 1.0 5,081 6,504 NE Senior Planner 1.0 7,083 9,973 E Building and Safety/Code Enforcement Building Inspector II 4.0 4,818 6,168 NE Building Official 1.0 8,626 12,222 E Code Enforcement Officer 2.0 4,616 5,909 NE Code Enforcement Officer II 1.0 5,079 6,501 NE Office Specialist 2.0 2,883 3,689 NE Community Development Subtotal: 25.0 PUBLIC WORKS Administrative Assistant 1.0 3,822 4,891 NE Maintenance Manager 1.0 7,715 10,580 E Office Specialist 3.0 2,883 3,689 NE Public Works Director 1.0 11,253 15,844 E Land Development Associate Engineer 3.0 6,500 8,319 E Junior Engineer 1.0 4,296 5,500 NE Senior Engineer 1.0 7,663 10,791 E Senior Public Works Inspector 1.0 5,585 7,150 NE Special Projects Engineer 1.0 6,500 8,319 E Street Maintenance Lead Maintenance Worker 4.0 4,006 5,124 NE Maintenance Superintendent - PW 1.0 6,888 9,699 E Maintenance Worker 5.0 3,402 4,355 NE 2 of 4 L l SCHEDULE OF AUTHORIZED POSITIONS City of Temecula Fiscal Year 2015-16 Annual Operating Budget 3 of 4 FY15/16 Monthly Salary Exempt/ Non- Exempt Minimum Maximum Traffic Engineering Assistant Engineer 1.0 5,527 7,078 NE Associate Engineer 1.0 6,500 8,319 E Senior Signal Technician 1.0 5,607 7,175 NE Signal Technician 1.0 4,752 6,084 NE Parks Maintenance Landscape Inspector 1.0 4,059 5,192 NE Lead Maintenance Worker 2.0 4,006 5,125 NE Maintenance Worker 2.0 3,402 4,355 NE Park/Landscape Maintenance Supervisor 1.0 5,607 7,894 E Senior Landscape Inspector 1.0 4,664 5,971 NE Facility Maintenance Custodian 2.0 2,861 3,662 NE Facility Services Manager 1.0 4,868 6,234 NE Lead Maintenance Worker 2.0 4,006 5,124 NE Maintenance Superintendent - PW 1.0 6,888 9,699 E Maintenance Worker 3.0 3,402 4,355 NE OP Administration Assistant Engineer 1.0 5,527 7,078 NE Associate Engineer 3.0 6,500 8,319 E Construction Manager 1.0 6,615 8,755 E Senior Management Analyst 1.0 6,751 9,506 E Principal Engineer 1.0 8,730 12,291 E Public Works Inspector 1.0 4,858 6,218 NE Senior Engineer 2.0 7,663 10,791 E Senior Office Specialist 1.0 3,289 4,210 NE Senior Public Works Inspector 2.0 5,585 7,150 NE Public Works Subtotal: 56.0 FIRE Administrative Assistant 1.0 3,822 4,891 NE Building Inspector II 1.0 4,818 6,168 NE Community Development Tech 1.0 3,982 5,101 NE Fire Subtotal: 3.0 3 of 4 L l SCHEDULE OF AUTHORIZED POSITIONS City of Temecula Fiscal Year 2015-16 Annual Operating Budget * One Office Specialist and one Recreation Supervisor position are currently unfunded. The positions are associated with the former YMCA facility and will remain unfunded until the facility has been remediated and is ready for operation. 4 of 4 Totals: FY15/16 Monthly Salary Exempt/ Non- Exempt Minimum Maximum COMMUNITY SERVICES 4.0 Economic Development 4.0 City Clerk Administrative Assistant 6.0 1.0 3,822 4,891 NE Aquatics Supervisor 3.0 1.0 4,736 6,062 NE Community Services Director 13.0 1.0 10,816 15,230 E Museum Services Manager 56.0 1.0 4,868 6,234 NE Office Specialist * 25.0 3.0 2,883 3,689 NE Park Ranger 2.0 4,104 5,254 NE Patron Services Coordinator 1.0 4,059 5,192 NE Recreation Coordinator 1.0 4,059 5,192 NE Recreation Superintendent 1.0 7,269 10,238 E Recreation Supervisor * 7.0 4,736 6,062 NE Senior Management Analyst 1.0 6,751 9,506 E Senior Recreation Coordinator 2.0 4,255 5,445 NE Theater Manager 1.0 5,872 8,268 E Theater Technical Coordinator 1.0 4,059 5,192 NE Theater Technical Supervisor 1.0 4,255 5,445 NE Community Services Subtotal: 25.0 * One Office Specialist and one Recreation Supervisor position are currently unfunded. The positions are associated with the former YMCA facility and will remain unfunded until the facility has been remediated and is ready for operation. 4 of 4 Totals: City Council 5.0 City Manager 4.0 Economic Development 4.0 City Clerk 6.0 Emergency Management 1.0 Human Resources 3.0 Finance 13.0 Information Technology 13.0 Community Development 25.0 Public Works 56.0 Fire 3.0 Community Services 25.0 Total of Authorized Positions: 158.0 * One Office Specialist and one Recreation Supervisor position are currently unfunded. The positions are associated with the former YMCA facility and will remain unfunded until the facility has been remediated and is ready for operation. 4 of 4 RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2015-16 THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. The Appropriations Limit will be calculated based on the changes in City population and California per capita personal income. Section 2. The Appropriations Limit for the City of Temecula for FY 2015-16, attached hereto, is hereby adopted. Section 3. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the office of the City Clerk. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johi-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johi-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johi-Olson, City Clerk CITY OF TEMECULA, CALIFORNIA COMPUTATION OF GANN APPROPRIATIONS LIMIT FY 2013-14 Appropriation Limit $215,974,875 FY 2014-15 City Population Change* 1.32% FY 2014-15 Per Capita Personal Income Change* -0.23% Cumulative Compound (1.32 + 100)/100 x (-.23+100)/100 1.0109 FY 2014-15 Appropriation Limit $218,329,001 FY 2015-16 City Population Change* 2.51 % FY 2015-16 Per Capita Personal Income Change* 3.82% Cumulative Compound (2.51 + 100)/100 x (3.82+100)/100 1.0643 FY 2015-16 Appropriation Limit $232,367,556 * Source: State of California Department of Finance COUNCIL CONSENT CALENDAR Item No. 1 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Randi Johl-Olson, City Clerk DATE: June 9, 2015 SUBJECT: Waive Reading of Standard Ordinances and Resolutions PREPARED BY: Randi Johl-Olson, City Clerk RECOMMENDATION: That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code. BACKGROUND: The City of Temecula is a general law city formed under the laws of the State of California. With respect to adoption of ordinances and resolutions, the City adheres to the requirements set forth in the Government Code. Unless otherwise required, the full reading of the text of standard ordinances and resolutions is waived. FISCAL IMPACT: None ATTACHMENTS: None Item No. 2 ACTION MINUTES TEMECULA CITY COUNCIL REGULAR MEETING CITY COUNCIL CHAMBERS 41000 MAIN STREET TEMECULA, CALIFORNIA MAY 26, 2015 — 7:00 PM 6:00 PM - 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: The City Council will meet in closed session with its designated representatives to discuss labor negotiations pursuant to Government Code Section 54957.6. The City's designated representatives are: City Manager Aaron Adams, City Attorney Peter Thorson, Assistant City Manager Greg Butler, Director of Finance Jennifer Hennessy, and Sr. Human Resources Analyst Isaac Garibay. The employee organization is the California Teamsters Public, Professional and Medical Employees Union Local 911. At 6:00 P.M. Mayor Comerchero 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 Jeff Comerchero Prelude Music: Susan Miyamoto Invocation: Bridget Cao of The Baha'is Community of Temecula Flag Salute: Mayor Pro Tem Mike Naggar ROLL CALL: Edwards, McCracken, Naggar, Rahn, Comerchero Action Minutes 052615 1 PUBLIC COMMENTS The following individuals address the City Council: • Pam Nelson • Kristine Flores CITY COUNCIL REPORTS CONSENT CALENDAR 1 Waive Reading of Standard Ordinances and Resolutions — Approved Staff Recommendation (5-0) Council Member Edwards made the motion; it was seconded by Council Member McCracken; and electronic vote reflected approval by Council Members Edwards, McCracken, Naggar, Rahn and Comerchero. RECOMMENDATION: 1.1 That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code. 2 Approve the Action Minutes of May 12, 2015 — Approved Staff Recommendation (5-0) Council Member Edwards made the motion; it was seconded by Council Member McCracken; and electronic vote reflected approval by Council Members Edwards, McCracken, Naggar, Rahn and Comerchero. RECOMMENDATION: 2.1 That the City Council approve the action minutes of May 12, 2015. 3 Approve the List of Demands - Approved Staff Recommendation (5-0) Council Member Edwards made the motion; it was seconded by Council Member McCracken; and electronic vote reflected approval by Council Members Edwards, McCracken, Naggar, Rahn and Comerchero. RECOMMENDATION: 3.1 That the City Council adopt a resolution entitled: RESOLUTION NO. 15-26 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A Action Minutes 052615 2 4 Authorize the Mayor to Send a Letter of Support of Pechanga Band of Luiseno Indians' Applications to the U.S. Department of Interior, Bureau of Indian Affairs, to place specified Real Property into Federal Trust Status — Approved Staff Recommendation (3-0-2, Council Member McCracken and Council Member Rahn abstained) Council Member Edwards made the motion; it was seconded by Council Member McCracken; and electronic vote reflected approval by Council Members Edwards, Naggar and Comerchero with Council Member McCracken and Council Member Rahn abstaining as their spouses have work arrangements with Pechanga. RECOMMENDATION: 4.1 That the City Council authorize the Mayor, on behalf of the City, to send a letter of support of Pechanga Band of Luiseno Indians' applications to the U.S. Department of Interior, Bureau of Indian Affairs, to place specified real property into federal trust status. RECESS At 7:12 P.M., the City Council recessed and convened as the Temecula Community Services District Meeting. At 7:18 P.M., the City Council resumed with the remainder of the City Council Agenda. RECONVENE TEMECULA CITY COUNCIL CITY COUNCIL BUSINESS 8 Appoint Board Members to the Old Town Local Review Board — Approved Staff Recommendation (5-0) Council Member Naggar made the motion; it was seconded by Council Member Edwards; and electronic vote reflected approval by Council Members Edwards, McCracken, Naggar, Rahn and Comerchero. RECOMMENDATION: 8.1 That the City Council appoint three applicants, Albert Blair, Laurie Malmstrom and Craig Puma, to each serve a full three-year term on the Old Town Local Review Board through June 15, 2018. DEPARTMENTAL REPORTS 9 City Council Travel/Conference Report 10 Community Development Department Monthly Report 11 Police Department Monthly Report 12 Public Works Department Monthly Report Action Minutes 052615 3 CITY MANAGER REPORT CITY ATTORNEY REPORT City Attorney Thorson advised there were no reportable actions under the Brown Act. ADJOURNMENT At 7:22 P.M., the City Council meeting was formally adjourned to Wednesday, May 27, 2015, at 8:30 A.M. for the purpose of a Budget Workshop, Civic Center — Conference Center, 41000 Main Street, Temecula, California. Next regular meeting: Wednesday, June 9, 2015, at 5:30 P.M., for a Closed Session, with regular session commencing at 7:00 P.M., City Council Chambers, 41000 Main Street, Temecula, California. *** Adjourned in Memory of Menifee Council Member Wallace Edgerton *** Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] Action Minutes 052615 4 CALL TO ORDER: FLAG SALUTE: ROLL CALL: ACTION MINUTES TEMECULA CITY COUNCIL BUDGET WORKSHOP CONFERENCE CENTER 41000 MAIN STREET TEMECULA, CALIFORNIA MAY 27, 2015 — 8:30 AM Mayor Jeff Comerchero Council Member Matt Rahn Edwards, McCracken, Naggar, Rahn, Comerchero The City Council Budget Workshop convened at 8:35 a.m. PUBLIC COMMENTS The following individuals addressed the City Council: Wayne Hall and Katie Parker CITY COUNCIL BUSINESS 1 Review of the Proposed Fiscal Year 2015-16 Preliminary Annual Operating Budget RECOMMENDATION: 1.1 That the City Council review and discuss the proposed Fiscal Year 2015-16 Preliminary Annual Operating Budget, and provide direction to staff as appropriate. 2 Review of the Proposed Fiscal Years 2016-20 Capital Improvement Program RECOMMENDATION: 2.1 That the City Council review and discuss the proposed Fiscal Years 2016-20 Capital Improvement Program (CIP) and provide direction to staff as appropriate. By way of PowerPoint presentation (on file in the City Clerk's office), City Manager Aaron Adams and Finance Director Jennifer Hennessy provided an overview of the proposed Fiscal Year 2015-16 Annual Operating Budget and Fiscal Years 2016-20 Capital Improvement Program. The City Council provided general direction to finalize the annual operating budget and capital improvement program and present the same for formal adoption at the June 9, 2015 regularly scheduled City Council meeting. ADJOURNMENT At 10:45 a.m., the City Council meeting was adjourned to Tuesday, June 9, 2015, at 5:30 p.m., for a Closed Session, with regular session commencing at 7:00 p.m., City Council Chambers, 41000 Main Street, Temecula, California. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk Action Minutes 052715 1 Item No. 3 Approvals City Attorney Finance Director City Manager -.!. CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Jennifer Hennessy, Finance Director DATE: June 9, 2015 SUBJECT: Approve the List of Demands PREPARED BY: Pascale Brown, Accounting Manager Jada Shafe, Accounting Specialist RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. 15- 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. 15- 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 $ 2,015,429.48. 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 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk CITY OF TEMECULA LIST OF DEMANDS 05/14/2015 TOTAL CHECK RUN $ 764,697.43 05/21/2015 TOTAL CHECK RUN 825,444.46 05/21/2015 TOTAL PAYROLL RUN: 425,287.59 TOTAL LIST OF DEMANDS FOR 06/09/2015 COUNCIL MEETING: $ 2,015,429.48 DISBURSEMENTS BY FUND: CHECKS: 001 GENERAL FUND $ 773,766.71 135 BUSINESS INCUBATOR RESOURCE 866.34 140 COMMUNITY DEV BLOCK GRANT 951.59 150 AB 2766 FUND 3,409.80 165 AFFORDABLE HOUSING 9,284.27 190 TEMECULA COMMUNITY SERVICES DISTRICT 155,938.27 192 TCSD SERVICE LEVEL B STREET LIGHTS 79,877.92 194 TCSD SERVICE LEVEL D REFUSE RECYCLING 785.22 196 TCSD SERVICE LEVEL "L" LAKE PARK MAINT. 7,935.54 197 TEMECULA LIBRARY FUND 18,342.87 210 CAPITAL IMPROVEMENT PROJECTS FUND 318,069.71 300 INSURANCE FUND 41,969.66 320 INFORMATION TECHNOLOGY 48,118.93 330 CENTRAL SERVICES 12,984.10 340 FACILITIES 39,056.61 375 INTERN FELLOWSHIP FUND 122.78 477 CFD 03-02 RORIPAUGH DEBT SERVICE FUND 2,221.57 501 SERVICE LEVEL"C"ZONE 1 SADDLEWOOD 2,156.74 502 SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK 1,485.79 503 SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS 6,073.71 504 SERVICE LEVEL"C"ZONE 4 THE VINEYARDS 331.37 505 SERVICE LEVEL"C"ZONE 5 SIGNET SERIES 1,414.08 506 SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY 760.55 507 SERVICE LEVEL"C"ZONE 7 RIDGEVIEW 925.46 508 SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE 7,856.18 509 SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA 79.79 510 SERVICE LEVEL"C"ZONE 10 MARTINIQUE 289.86 511 SERVICE LEVEL"C"ZONE 11 MEADOWVIEW 67.64 512 SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS 5,943.64 513 SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP. 1,259.68 514 SERVICE LEVEL"C"ZONE 14 MORRISON HOMES 555.82 515 SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES 520.91 516 SERVICE LEVEL"C"ZONE 16 TRADEWINDS 1,302.28 517 SERVICE LEVEL"C"ZONE 17 MONTE VISTA 102.49 518 SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS 4,411.97 519 SERVICE LEVEL"C"ZONE 19 CHANTEMAR 1,934.63 520 SERVICE LEVEL"C"ZONE 20 CROWNE HILL 12,065.89 521 SERVICE LEVEL"C"ZONE 21 VAIL RANCH 9,899.84 522 SERVICE LEVEL"C"ZONE 22 SUTTON PLACE 195.23 523 SERVICE LEVEL"C"ZONE 23 PHEASENT RUN 282.30 524 SERVICE LEVEL"C"ZONE 24 HARVESTON 5,827.60 525 SERVICE LEVEL"C"ZONE 25 SERENA HILLS 1,648.98 526 SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION 251.51 527 SERVICE LEVEL"C"ZONE 27 AVONDALE 339.13 528 SERVICE LEVEL"C"ZONE 28 WOLF CREEK 8,182.27 529 SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT 274.66 $ 1,590,141.89 CITY OF TEMECULA LIST OF DEMANDS 001 GENERAL FUND $ 262,817.47 140 COMMUNITY DEV BLOCK GRANT 2,245.14 165 AFFORDABLE HOUSING 5,655.66 190 TEMECULA COMMUNITY SERVICES DISTRICT 99,930.59 192 TCSD SERVICE LEVEL B STREET LIGHTS 253.32 194 TCSD SERVICE LEVEL D REFUSE RECYCLING 2,170.03 196 TCSD SERVICE LEVEL "L" LAKE PARK MAINT. 473.56 197 TEMECULA LIBRARY FUND 914.49 300 INSURANCE FUND 2,358.03 320 INFORMATION TECHNOLOGY 28,571.46 330 SUPPORT SERVICES 6,131.21 340 FACILITIES 10,731.37 375 INTERN FELLOWSHIP FUND 671.32 501 SERVICE LEVEL"C"ZONE 1 SADDLEWOOD 87.06 502 SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK 58.23 503 SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS 69.15 504 SERVICE LEVEL"C"ZONE 4 THE VINEYARDS 12.62 505 SERVICE LEVEL"C"ZONE 5 SIGNET SERIES 140.25 506 SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY 25.42 507 SERVICE LEVEL"C"ZONE 7 RIDGEVIEW 36.00 508 SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE 238.13 509 SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA 2.42 510 SERVICE LEVEL"C"ZONE 10 MARTINIQUE 10.73 511 SERVICE LEVEL"C"ZONE 11 MEADOWVIEW 7.31 512 SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS 158.99 513 SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP. 33.88 514 SERVICE LEVEL"C"ZONE 14 MORRISON HOMES 19.58 515 SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES 17.07 516 SERVICE LEVEL"C"ZONE 16 TRADEWINDS 39.57 517 SERVICE LEVEL"C"ZONE 17 MONTE VISTA 3.40 518 SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS 147.27 519 SERVICE LEVEL"C"ZONE 19 CHANTEMAR 78.81 520 SERVICE LEVEL"C"ZONE 20 CROWNE HILL 213.64 521 SERVICE LEVEL"C"ZONE 21 VAIL RANCH 361.48 522 SERVICE LEVEL"C"ZONE 22 SUTTON PLACE 8.66 523 SERVICE LEVEL"C"ZONE 23 PHEASENT RUN 9.44 524 SERVICE LEVEL"C"ZONE 24 HARVESTON 203.29 525 SERVICE LEVEL"C"ZONE 25 SERENA HILLS 65.48 526 SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION 2.98 527 SERVICE LEVEL"C"ZONE 27 AVONDALE 9.44 528 SERVICE LEVEL"C"ZONE 28 WOLF CREEK 299.67 529 SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT 3.97 425,287.59 TOTAL BY FUND: $ 2,015,429.48 apChkLst Final Check List Page: 1 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK Check # Date Vendor Description Amount Paid Check Total 2689 05/12/2015 000246 PERS (EMPLOYEES' PERS RETIREMENT PAYMENT 45,512.53 45,512.53 RETIREMENT) 2697 05/08/2015 000246 PERS (EMPLOYEES' ee census data from CALPERS 2,500.00 2,500.00 RETIREMENT) 170801 05/11/2015 002185 POSTMASTER Postage:Summer/Fall '15 Rec Guides 8,815.59 8,815.59 170802 05/14/2015 016764 ABM BUILDING SERVICES, LLC replaced air temp sensor unit 1:civic 533.25 emerg hvac repairs:civ ctr 170803 05/14/2015 004802 ADLERHORST INTERNATIONAL Police K-9 monthly training INC 170804 05/14/2015 004422 AMERICAN BATTERY CORPORATION 1,103.00 1,636.25 291.60 291.60 alarm:emerg gen batteries:civ ctr:foc 196.20 ALARM:EMERG GEN BATTERIES:FOC 97.50 SIGNAL BATTERIES: PW TRAFFIC 495.37 789.07 170805 05/14/2015 000747 AMERICAN PLANNING APAMbr: Peters, Matt: 7/1/15-6/30/16 520.00 520.00 ASSOCIATION 170806 05/14/2015 000936 AMERICAN RED CROSS Lifeguard certifications:aquatics pgrm 992.98 992.98 170807 05/14/2015 002187 ANIMAL FRIENDS OF THE Mar 15 animal control svcs: temecula 10,000.00 10,000.00 VALLEYS 170808 05/14/2015 000101 APPLE ONE INC 4/4 - 4/25 TEMP SRVCS:CITY CLERK 2,489.76 2,489.76 170809 05/14/2015 017816 ARC DOCUMENT SOLUTIONS New Canon Image Prograf iPF825. 7,200.47 7,200.47 LLC 170810 05/14/2015 004307 ARCH CHEMICALS, INC. Apr 15 water quality maint:hary lake 3,900.00 3,900.00 170811 05/14/2015 001323 ARROWHEAD WATER INC 3/23-4/22 DRINKING WATER: HARVESTON CTR 3/23-4/22 drinking water: library 3/23-4/22 drinking water: aquatics 3/23-4/22 DRINKING WATER: TCC 3/23-4/22DRINKING WATER: FOC 3/23-4/22DRINKING WATER: CRC 170812 05/14/2015 001445 ASSISTANCE LEAGUE OF refund:sec dep:rm rental:conf ctr A/B TEMECULA 31.18 66.19 12.94 26.90 115.59 106.12 358.92 150.00 150.00 Pagel apChkLst Final Check List Page: 2 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description 170813 05/14/2015 011954 BAKER & TAYLOR INC TEMECULA LIBRARY: MISC. COLLECTIONS. 170814 05/14/2015 017914 BAKER MOTIVATION, INC. refund:sec dep:rm rental:conf ctr A/B 170815 05/14/2015 008013 BOSTRE-LE, ANNIE refund:sec dep:rm rental:conf ctr A/B 170816 05/14/2015 014718 BURT, KRISTAA. Amount Paid Check Total 934.48 934.48 100.00 100.00 150.00 150.00 TCSD Instructor Earnings 117.60 TCSD Instructor Earnings 123.48 241.08 170817 05/14/2015 003138 CAL MAT misc asphalt supplies:pw street maint 518.10 518.10 170818 05/14/2015 013265 CALIF BUILDING 20151stQtr pmt ofSB1473 1,089.00 1,089.00 170819 05/14/2015 000638 CALIF DEPT OF 2014 4th Qtr pmt:strong motion 4,625.16 4,625.16 CONSERVATION 170820 05/14/2015 004228 CAMERON WELDING SUPPLY HELIUM TANK REFILLS:SPECIAL 74.60 74.60 EVENTS 170821 05/14/2015 017910 CANCHOLA, HOLLY refund:sec dep:rm rental:harveston 150.00 150.00 170822 05/14/2015 004462 CDW, LLC 7 HP Touch Monitors:Dias credit: logi wrls mk520 combo MISC SUPPLIES:INFO TECH 2,060.73 -277.78 737.96 2,520.91 170823 05/14/2015 009640 CERTIFION CORPORATION ONLINE DATABASE SUBSCRIPTION - 150.00 150.00 POLICE 170824 05/14/2015 005417 CINTAS FIRST AID & SAFETY misc first-aid supplies: varfacilities 545.69 545.69 170825 05/14/2015 017429 COBRA ADVANTAGE INC. Apr 15 flex processing fees 175.50 175.50 170826 05/14/2015 005410 COLE, TOM reimb: staff uniforms 202.99 202.99 170827 05/14/2015 004017 COMERCHERO, JEFF Reimb: China US Summit 4/25-4/26/15 85.54 85.54 170828 05/14/2015 010865 CONSTANT CONTACT INC Deposit: TRLF5LIAB12715: marketing 1,920.00 1,920.00 170829 05/14/2015 014521 COSTAR GROUP May 15 web subscription:Eco Dev 397.13 397.13 INFORMATION, INC Page2 apChkLst Final Check List Page: 3 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK Check # Date Vendor 170830 05/14/2015 001264 COSTCO TEMECULA #491 170831 05/14/2015 004329 COSTCO TEMECULA #491 170832 05/14/2015 010650 CRAFTSMEN PLUMBING & HVAC INC 170833 05/14/2015 002990 DAVID TURCH &ASSOCIATES 170834 05/14/2015 003945 DIAMOND ENVIRONMENTAL SRVCS 170835 05/14/2015 004192 DOWNS ENERGY FUEL& LUBRICANTS 170836 05/14/2015 002390 EASTERN MUNICIPAL WATER DIST 170837 05/14/2015 016839 EHS INTERNATIONAL, INC. 170838 05/14/2015 005115 ENTERPRISE RENTA CAR INC 170839 05/14/2015 011203 E NVI RONMENTAL CLEANING (Continued) Description Misc supplies:human services pgrm Program supplies:Cultural Arts plumbing repair:ronald reagan park plumbing srvc:foc pressure washer Apr 15 fed. legislative consulting 4/27-5/24 Portable restrooms:Theater Fuel for City vehicles: code enforcement Fuel for City vehicles: bldg inspectors Fuel for City vehicles: tcsd Fuel for City vehicles: pw Fuel for City vehicles: pw Fuel for City vehicles: pw Fuel for City vehicles: traffic div Fuel for City vehicles: police dept Fuel for City vehicles: pw Apr water meter:32131 S Loop rd Idsc Apr water meter:32131 S Loop rd dcda Apr water meter:32131 S Loop rd bldg Work place safety prgrm:risk mgmt 3/31-4/30 Truck rental:Theater 3/11-3/31 Truck rental:Theater Apr 15 janitorial srvcs: var park Amount Paid Check Total 107.69 220.02 122.50 337.54 3,500.00 969.00 172.13 465.75 404.03 699.27 1,296.11 157.85 336.41 119.78 194.61 312.62 49.84 109.60 2,950.00 1,637.16 1,341.61 5,265.00 107.69 220.02 460.04 3,500.00 969.00 3,845.94 472.06 2,950.00 2,978.77 5,265.00 170840 05/14/2015 011292 ENVI RONMENTAL SCIENCE MAR ADDT'LANALYSIS:JEFFERSON 2,245.40 2,245.40 ASSOC. SPEC PLAN Page3 apChkLst Final Check List Page: 4 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK Check # Date Vendor 170842 05/14/2015 001056 EXCEL LANDSCAPE, INC. 170843 05/14/2015 009953 FEDERAL CLEANING CONTRACTORS 170844 05/14/2015 000165 FEDERAL EXPRESS INC 170845 05/14/2015 014865 FEIZE UHLER, KIMBERLY 170846 05/14/2015 017909 FIRE SPRINKLER SYSTEMS, INC. 170847 05/14/2015 003347 FIRST BANKCARD CENTER 000395 ECONOMIC DEVELOPMENT CORP 000395 ECONOMIC DEVELOPMENT CORP 000871 HILTON 017907 LE PAIN QUOTIDIEN 170848 05/14/2015 011145 FOSTER, JILL CHRISTINE 170849 05/14/2015 004074 FRANCHISE MGMT SERVICES INC 170850 05/14/2015 003946 G T ENTERTAINMENT (Continued) Description Apr 15 landscape maint: parks Apr 15 Idscp maint srvcs:sports parks landscape maint srvcs:lake park Apr 15 Idscp maint srvcs: var south landscape maint srvcs:sports park landscape maint srvcs:murrieta trail irrig repairs:harveston park Apr 15 Idscp maint srvcs:medians Apr 15 Idscp maint srvcs: var north Apr 15 Idscp maint srvcs: var facilities landscape maint srvcs:margarita park landscape maint srvcs:harv. sports pk May 15 Janitorial srvcs:police mall 05/01/15 Express mail svcs:finance/clerk custom printed memo pads TVE2 refund:inspection fee:F1 5-0263,64,65 JC 2015 EDC econ conf 5/14: Comerchero JC 2015 EDC econ conf 5/14: Adams JC lodging: China -US Summit 4/26/15 JC rfrshmnts: China -US Summit 4/26/15 TCSD instructor earnings TCSD instructor earnings TCSD instructor earnings MISC. SUPPLIES:MPSC Amount Paid Check Total 48, 525.10 51,365.88 221.72 34,844.87 281.22 128.79 1,438.72 18,094.70 21,610.97 9,993.13 194.21 326.28 854.50 38.54 346.20 585.00 27.37 27.37 696.37 19.82 2,042.25 2,826.25 2,939.30 84.18 Balloon decor:father/daughter date night 500.00 DJ & Emcee:misc. father/daughter dance 187,025.59 854.50 38.54 346.20 585.00 770.93 7,807.80 84.18 300.00 800.00 Page:4 apChkLst Final Check List Page: 5 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 170851 05/14/2015 000177 GLENNIES OFFICE PRODUCTS INC Description APR 15 MISC OFFICE SUPPLIES:INFO TECH Apr 15 misc office supplies: foc APR 15 MISC OFFICE SUPPLIES - FINANF Apr 15 misc ofc supplies: Central Svcs APR 15 OFFICE SUPPLIES:AQUATICS Apr 15 misc. office supplies - City Apr 15 Misc Office Supplies - Planning APR 15 MISC. OFFICE SUPPLIES:B&S 170852 05/14/2015 003792 GRAINGER hvac pump: civic center 170853 05/14/2015 000186 HANKS HARDWARE INC 170854 05/14/2015 000520 HDL COREN & CONE INC 170855 05/14/2015 017865 HENRY W. OVIATT 170856 05/14/2015 010879 HINMAN & CARMICHAEL LLP 170857 05/14/2015 016298 HORN CLINIC, THE 170858 05/14/2015 013695 INLAND EMPIRE SHRED IT 170859 05/14/2015 013286 INTRADO, INC. Amount Paid Check Total 24.82 237.68 123.12 180.07 350.28 29.53 99.20 222.82 1,267.52 371.74 371.74 Apr 15 misc maint supplies: children's 72.06 Apr 15 misc maint supplies: maint 80.14 Apr 15 misc small tools: history museum 80.99 Apr 15 misc small tools: var facilities 1,884.59 Apr 15 misc small tools: crc 24.45 Apr 15 misc small tools: library 120.01 Apr 15 misc maint supplies: theater 7.55 Apr 15 Hardware supplies: Fire 564.27 Apr 15 misc maint supplies: var parks 71.96 Apr 15 misc maint supplies: tcc 53.59 Apr 15 misc small tools: old town 27.52 Apr 15 misc maint supplies: street 228.38 Apr 15 misc small tools: var parks 2,679.56 Apr 15 misc supplies:info tech 28.06 Apr 15 misc small tools: aquatics 78.95 6,002.08 Apr -Jun 15 Consulting srvcs:property tax 5,250.00 5,250.00 Performance: art off the walls 5/1 125.00 125.00 consult fees: theater 330.00 330.00 Settlement:Speakeasy..Merc 05/09/15 109.20 109.20 4/27 Shred srvcs:temecula police 15.75 4/27 Shred Services: Records Division 1,001.67 1,017.42 May Enterprise 911 svc fee: IT 255.00 255.00 170860 05/14/2015 017730 KASHMERE FAMILY TRUST, JUN 15 FACILITY LEASE THE PMT:HARVESTON CTR 5,150.70 5,150.70 Pages apChkLst Final Check List Page: 6 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description 170861 05/14/2015 016399 KITCHEN STATION LLC, THE TCSD Instructor Earnings 170862 05/14/2015 017911 KUAN, RONALD refund:sec dep:rm rental:TCC 170863 05/14/2015 004062 KUSTOM SIGNALS INC 170864 05/14/2015 000482 LEIGHTON CONSULTING INC Equip repair & maint:PD lidar & radar Equip repair & maint:PD lidar & radar Equip repair & maint:PD lidar & radar Equip repair & maint:PD lidar & radar Amount Paid Check Total 67.50 67.50 150.00 150.00 76.47 158.20 195.13 158.20 p/e 3/31/15 welding insp.srvcs: theater 756.40 p/e 3/31/15 Geotech. srvcs: fire stn 73 588.00 14,709.70 15,466.10 170865 05/14/2015 006606 LENNAR HOMES -INLAND refund:eng grad dep:LD12-070GR 50,000.00 50,000.00 DIVISION 170866 05/14/2015 014772 LOTA, RAYMOND A Photo booth rental:TCSD events 698.00 698.00 170867 05/14/2015 004813 M & J PAUL ENTERPRISES INC RENTALS:CITYWIDE SPECIAL EVENTS 525.00 525.00 170868 05/14/2015 014365 MAILFINANCE, INC. MAR 15 POSTAGE METER 1,210.68 1,210.68 LEASE:CENTRAL SVCS 170869 05/14/2015 012062 MCCRACKEN, MICHAEL reimb:city issued iphone/ipad covers 129.58 129.58 170870 05/14/2015 006571 MELODY'S AD WORKS INC. Consulting srvcs:CSD special events 170871 05/14/2015 013443 MIDWEST TAPE LLC 3,000.00 3,000.00 AV collections:TPL 145.74 AV collections:TPL 70.17 215.91 170872 05/14/2015 005887 MOFFATT & NICHOL 3/29-4/25 Const eng srvcs: french vly ENGINEERS 6,788.50 6,788.50 170873 05/14/2015 004586 MOORE FENCE COMPANY INC park improvement program: hary comm 2,393.55 replace damaged fence: rrsp 1,121.96 3,515.51 170874 05/14/2015 001214 MORNINGSTAR Civic Center Lighting:Autism Awareness 3,999.00 3,999.00 PRODUCTIONS, LLC 170875 05/14/2015 006077 N T H GENERATION CommVault Remediation Check:IT 7,681.25 7,681.25 COMPUTING INC 170876 05/14/2015 003964 OFFICE DEPOT BUSINESS SVS Printing srvcs:PD business cards 36.37 DIV Misc Office Supplies: Finance 75.58 Misc Office Supplies: Finance 48.81 160.76 Page6 apChkLst Final Check List Page: 7 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description 170877 05/14/2015 014894 OLD TOWN SWEET SHOP promotional items - ICSC 170878 05/14/2015 002105 OLD TOWN TIRE & SERVICE Amount Paid Check Total 117.50 117.50 CITY VEHICLE MAINT SVCS:PW 652.87 TRAFFIC City Vehicle Maint Svcs:PW Parks Maint 429.41 City Vehicle Maint Svcs:PW Parks Maint 151.72 City Vehicle Maint Svcs:PW Parks Maint 172.23 City Vehicle Maint Svcs:PW Parks Maint 189.80 City Vehicle Maint Svcs:PW Parks Maint 470.64 City Vehicle Maint Svcs:PW Parks Maint 533.66 City Vehicle Maint Svcs:PW Parks Maint 535.72 3,136.05 170879 05/14/2015 002105 OLD TOWN TIRE & SERVICE City Vehicle Maint Svcs:PW Parks Maint 41.75 41.75 170880 05/14/2015 017913 PASTOR, GREG refund:lost library materials 28.95 28.95 170881 05/14/2015 000249 PETTY CASH Petty Cash Reimbursement 895.57 895.57 170882 05/14/2015 011549 POWER SPORTS UNLIMITED VEH REPAIR & MAINT:POLICE 343.72 343.72 170883 05/14/2015 003155 PRICE CHOPPER INC Pool wristbands: Aquatics Prgm 298.00 298.00 170884 05/14/2015 012904 PRO ACTIVE FIRE DESIGN Apr plancheck consultant: Prevention 6,599.40 6,599.40 170885 05/14/2015 014379 PROFESSIONAL IMAGE Banner Program:Econ Dev 167.18 ADVERTISI NG 170886 05/14/2015 017904 PROJECT WILDLIFE 170887 05/14/2015 014354 PROQUEST, LLC 170888 05/14/2015 005075 PRUDENTIAL OVERALL SUPPLY 170889 05/14/2015 014494 R & R CONTROLS, INC 170890 05/14/2015 017582 RABIDOU, BRANDON A. Banner Program:Econ Dev 99.36 Banner Program:Econ Dev 4,348.08 4,614.62 fabricate owl box/relocation:Theater 150.00 150.00 Ancestry software renewal:library 971.00 971.00 Apr uniform/fir mts/twl rental:City facs 785.60 785.60 install hvac energy mgmt sys:c. museum 11,850.00 11,850.00 Energov Extended Training 5/2-5/6/15 1,140.14 1,140.14 Page:7 apChkLst Final Check List Page: 8 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 170891 05/14/2015 000262 RANCHO CALIF WATER DISTRICT 170892 05/14/2015 002654 RANCHO FORD LINCOLN MERCURY 170893 05/14/2015 015072 RAYSIN, SHAWN Description Amount Paid Check Total Apr var water meters:TCSD svc lev C 21,954.66 Apr var water meters:PW var sites Apr var water meters:Fire Stns Apr comm meter:30875 Rancho vista GRILLASSEMBLY PARTS:FIRE GRILLASSEMBLY: FIRE refund:mother's day tea event 4,645.83 821.77 433.83 73.46 229.89 24.00 27,856.09 303.35 24.00 170894 05/14/2015 004584 REGENCY LIGHTING Lighting supplies: Sta 92 114.18 114.18 170895 05/14/2015 016233 REHAB SOLUTIONS, LLC ergonomic equip: pw maint 88.99 88.99 170896 05/14/2015 002412 RICHARDS WATSON & Mar 2015 legal services 84,626.60 84,626.60 GERSHON 170897 05/14/2015 010777 RIVERSIDE CO EXECUTIVE APR -JUN ANIMAL SHELTER PMT 36,741.18 36,741.18 OFFICE 170898 05/14/2015 000406 RIVERSIDE CO SHERIFFS 2/12-3/12 Youth Court patrol srvcs 373.89 373.89 DEPT 170899 05/14/2015 001365 RIVERSIDE COUNTY OF Oct -Dec '14 vector control srvcs 5,271.69 5,271.69 170900 05/14/2015 001365 RIVERSIDE COUNTY OF renew permit:civic center 722.00 722.00 170901 05/14/2015 001365 RIVERSIDE COUNTY OF Health permit for Western Days '15 276.00 276.00 170902 05/14/2015 004822 RIVERSIDE TRANSIT AGENCY Feb' 15 transit agreement pmt 1,704.90 Mar '15 transit agreement pmt 1,704.90 3,409.80 170903 05/14/2015 017446 ROSE AGAIN FOUNDATION FY 14/15 Council CSF award 500.00 500.00 170904 05/14/2015 012174 RUHNAU RUHNAU CLARKE & Eng srvcs for fire stn 73 2,904.00 2,904.00 ASSOC. 170905 05/14/2015 013582 SAN DIEGUITO PUBLISHERS Printing:CSD Activity Guide 15,506.59 INC Printing:CSD Activity Guide 1,751.91 17,258.50 170906 05/14/2015 009213 SHERRY BERRY MUSIC Jazz @ the Merc O5/07/15 409.50 409.50 Page6 apChkLst 05/14/2015 11:06:25A M Final Check List CITY OF TEMECULA Page: 9 Bank : union UNION BANK (Continued) Check # Date Vendor 170907 05/14/2015 000645 SMART & FINAL INC 170909 05/14/2015 000537 SO CALIF EDISON 170910 05/14/2015 001212 SO CALIF GAS COMPANY 170911 05/14/2015 002503 SOUTH COAST AIR QUALITY 170912 05/14/2015 000519 SOUTH COUNTY PEST CONTROL INC 170913 05/14/2015 017908 SOUTH POINTE CONSTRUCTION LLC Description MISC SUPPLIES:MPSC Program supplies: cultural arts MISC SUPPLIES:HIGH HOPES PGRM RECREATION CLASS SUPPLIES:CSD Apr 2-00-397-5067:TCSD svc lev C Apr 2-36-531-7916:44205 Main St Apr 2-29-295-3510:32211 Wolf vly rd Apr 2-35-421-1260:41955 4th St LS3 Apr 2-32-903-8293:41000 Main St Apr 2-28-629-0507:30600 Pauba Rd Apr 2-35-664-9053:29119 Margarita Apr 2-36-641-3912:27498 Enterprise Cir Apr 2-30-520-4414:32781 Tem pkwy LS3 Apr 2-31-536-3226:28690 Mercedes Apr 2-37-303-0485:27498 Enterprise cir Apr 2-29-657-2563:42902 Butterfield stg Apr 2-31-936-3511:46488 Pechanga pkwy Apr 2-29-657-2332:45538 Redwood Apr 2-30-220-8749:45850 N Wolf crk dr Apr 2-29-953-8447:31738 Wolf vly rd Apr 2-31-404-6020:28771 OT front st Apr 2-35-707-0010:33451 S Hwy -79 Apr 2-29-953-8249:46497 Wolf crk dr Apr 2-29-953-8082:31523 Wolf vly rd Apr 2-29-458-7548:32000 Rancho Cal Apr 2-36-641-3839:27498 Enterprise cir Apr 2-35-403-6337:41375 McCabe Ct Apr 2-25-393-4681:41951 Moraga Rd Apr 2-00-397-5042:43200 Bus park dr #1 Apr 2-02-502-8077:43210 Bus park dr B Apr 2-27-805-3194:42051 Main St Apr 2-35-074-2847:26902 Jefferson Ave Apr 091-085-1632-0:41951 Moraga Rd Ann'I emissions fees:crc Ann'I operating fees: crc Apr pest control svcs:city facs pest control srvcs:wolf creek park pest control srvcs: var parks Amount Paid Check Total 262.58 170.74 189.31 23.36 2,566.52 196.98 973.96 20.85 13, 746.93 7,026.24 152.57 40.60 1,000.65 1,400.99 146.18 209.34 52.48 26.24 306.12 25.94 1,186.53 54.41 30.39 31.39 258.50 32.73 669.68 529.85 3,106.28 264.39 1,759.45 37.27 15.29 119.76 331.81 658.00 49.00 94.00 645.99 35,853.46 15.29 451.57 801.00 refund:bus lic renewal fees 144.00 144.00 Page9 apChkLst Final Check List Page: 10 05/14/2015 11:06:25AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description 170914 05/14/2015 012652 SOUTHERN CALIFORNIA May gen usage:0141,0839,2593,9306 170915 05/14/2015 005786 SPRI NT Mar 26 - Apr 25 cellular usage/equip 170916 05/14/2015 000293 STADIUM PIZZA INC REFRESHMENTS:HUMAN SERVICES PROGRAMS 170917 05/14/2015 016918 STATE INDUSTRIAL PRODUCTS misc custodial supplies: var parks CORP Amount Paid Check Total 537.05 537.05 4,612.93 4,612.93 118.00 118.00 191.49 191.49 170918 05/14/2015 008023 STATER BROTHERS MARKETS Community Program supp: BC/Admin 204.49 204.49 170919 05/14/2015 001546 STRAIGHT LINE GLASS replace windows:old ymca 1,148.40 REPLACE BROKEN GLASS WINDOW:HAf 170920 05/14/2015 016311 TIERCE, NICHOLAS Graphic design srvcs: Theater 170921 05/14/2015 010276 TIME WARNER CABLE 989.25 2,137.65 1,935.00 1,935.00 May high speed internet:40135 Village Rd 319.00 May high speed internet:Coax 28.16 347.16 170922 05/14/2015 009709 U H S OF RANCHO SPRINGS, MAR SEXUAL ASSAULT EXAMS:POLICE 2,700.00 2,700.00 INC 170923 05/14/2015 007766 UNDERGROUND SERVICE Apr underground utility locator: pw 148.50 148.50 ALERT 170924 05/14/2015 002110 UNITED RENTALS NORTH propane:conf ctr patio heaters & bbq 58.73 58.73 AMERICA 170925 05/14/2015 017912 UNIVERSAL HEALTH SERVICES refund:sec dep:rm rental:conf ctr A/B 100.00 100.00 170926 05/14/2015 017579 US HEALTHWORKS MEDICAL PRE-EMPLOYMENT DRUG AND DOT 50.00 GROUP SCREENINGS PRE-EMPLOYMENT DRUG AND DOT SCF 105.00 170927 05/14/2015 014848 VALUTEC CARD SOLUTIONS, Mar ticketing services: Theater 39.00 LLC 170928 05/14/2015 004261 VERIZON May xxx-6540 gen usage:Rori fire stn 170929 05/14/2015 004789 VERIZON Apr Internet svcs:Library May Internet svcs:Library May Internet svcs:Library May Internet svcs:skate park 155.00 39.00 121.48 121.48 5.35 5.35 5.35 39.95 56.00 Pagel 0 apChkLst 05/14/2015 11:06:25A M Final Check List CITY OF TEMECULA Page: 11 Bank : union UNION BANK (Continued) Check # Date Vendor 170930 05/14/2015 009101 VISION ONE INC 170931 05/14/2015 006248 WALKER, JESSICA 170932 05/14/2015 001881 WATER SAFETY PRODUCTS INC 170933 05/14/2015 001342 WAXIE SANITARY SUPPLY INC 170934 05/14/2015 003730 WEST COAST ARBORISTS INC 170935 05/14/2015 000621 WESTERN RIVERSIDE COUNCI L OF 170936 05/14/2015 004567 WITCHER ELECTRIC 170937 05/14/2015 009512 WURMS JANITORIAL SERVICES, INC 170938 05/14/2015 003776 ZOLL MEDICAL CORPORATION Description Apr ShoWare ticketing srvcs: Theater TCSD Instructor Earnings Pool supplies:Aquatics Prgm misc custodial supplies: civic center misc custodial supplies: civic center misc custodial supplies: library misc custodial supplies: var parks 3/16-31/15 tree maint srvcs:citywide tree trimming srvcs:right-of-way trees tree maint srvcs:rancho highlands slope Apr '15 TUMF Payment FY 14/15 agency membership dues light pole electrical repair srvc: rrsp MAY JANITORIAL SVCS:CITY FACS May janitorial srvcs:police old town ofc Paramedic equipment: Medics Amount Paid Check Total 459.80 67.20 1,273.14 1,186.22 268.43 64.13 419.04 19,222.00 5,995.00 4,485.00 347.77 13,424.45 488.00 18,674.56 269.57 388.80 Grand total for UNION BANK: 459.80 67.20 1,273.14 1,937.82 29, 702.00 13, 772.22 488.00 18,944.13 388.80 764,697.43 Page:11 apChkLst Final Check List 05/14/2015 11:06:25AM CITY OF TEMECULA Page: 12 138 checks in this report. Grand Total All Checks: 764,697.43 Page:12 apChkLst Final Check List Page: 1 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK Check # Date Vendor 2700 05/26/2015 000246 PERS (EMPLOYEES' RETIREMENT) 2701 05/21/2015 000389 NATIONWIDE RETIREMENT SOLUTION 2702 05/21/2015 001065 NATIONWIDE RETIREMENT SOLUTION 2703 05/21/2015 000194 I CMA RETIREMENT -PLAN 303355 2704 05/21/2015 010349 CALIF DEPT OF CHILD SUPPORT 2705 05/25/2015 000283 INSTATAX (IRS) 2706 05/25/2015 000444 INSTATAX (EDD) 170939 05/21/2015 004973 ABACHERLI, LINDI 170940 05/21/2015 016764 ABM BUILDING SERVICES, LLC 170941 05/21/2015 013367 ACTIVE MICRO INC 170942 05/21/2015 004802 ADLERHORST INTERNATIONAL INC 170943 05/21/2015 006915 ALLIE'S PARTY EQUIPMENT 170944 05/21/2015 000936 AMERICAN RED CROSS 170945 05/21/2015 007699 AQUAM AQUATIC SPECIALIST INC 170946 05/21/2015 017927 BETCHEL COMMUNICATIONS, INC. 170947 05/21/2015 014284 BLAKELY'S TRUCK SERVICE 170948 05/21/2015 003138 CAL MAT Description PERS RETIREMENT PAYMENT OBRA- PROJECT RETIREMENT PAYMENT NATIONWIDE RETIREMENT PAYMENT I CMA RETIREMENT TRUST 457 PAYMENT SUPPORT PAYMENT FEDERAL INCOME TAXES PAYMENT STATE TAXES PAYMENT TCSD instructor earnings hvac repair srvcs: library emerg hvac repairs:civ ctr Misc. tools & equip.: pw traffic Police K-9 monthly training RENTAL ITEMS:SPECIAL EVENTS Staff certification cards:aquatics pgrm TOT DOCK:AQUATICS TEACHING PLATFORMS refund:w/d ping appl.:PA14-0042 misc fleet repairs: pw street maint div misc veh/equip repairs:pw street maint misc asphalt supplies:pw street maint Amount Paid Check Total 40,443.32 2,594.82 10,635.51 5,148.20 965.99 82,993.35 23,197.43 245.00 352.00 1,388.21 674.76 283.34 417.47 174.00 11,360.00 2,705.50 106.81 346.71 40,443.32 2,594.82 10,635.51 5,148.20 965.99 82,993.35 23,197.43 245.00 1,740.21 674.76 283.34 417.47 174.00 11,360.00 2,705.50 453.52 94.82 94.82 Pagel apChkLst Final Check List Page: 2 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 170949 05/21/2015 004248 CALIF DEPT OF JUSTICE-ACCTING 170950 05/21/2015 000152 CALIF PARKS & RECREATION SOC 170951 05/21/2015 004462 CDW, LLC 170952 05/21/2015 014726 CHAPTER 13 STANDING TRUSTEE 170953 05/21/2015 000137 CHEVRON AND TEXACO 170954 05/21/2015 003997 COAST RECREATION INC Description Apr 15 DOJ fingerprinting DOJ fingerprinting srvcs:police 15/16 CPRS mbrshp:Barnett, Beatriz MISC SMALL TOOLS & EQUIP:INFO TECHNOLOGY Misc small tools & equip:Info Tech SUPPORT PAYMENT Apr 15 City vehicles fuel:Police playground swing seats:various parks playground equip: hary comm park Amount Paid Check Total 3,983.00 64.00 145.00 3,011.41 377.70 205.85 4,047.00 145.00 3,389.11 205.85 1,536.27 1,536.27 929.96 2,557.65 3,487.61 170955 05/21/2015 004405 COMMUNITY HEALTH COMMUNITY HEALTH CHARITIES 24.00 24.00 CHARITIES PAYMENT 170956 05/21/2015 000442 COMPUTER ALERT SYSTEMS install:monitor alarm sys:hary com rm 986.00 replace glass break detector: library 237.00 1,223.00 170957 05/21/2015 001264 COSTCO TEMECULA #491 MISC OFFICE SUPPLIES:INFO TECH 319.09 319.09 170958 05/21/2015 004329 COSTCO TEMECULA #491 Misc pgrm supplies:human services 115.86 Misc. supplies:mpsc 386.46 502.32 170959 05/21/2015 013621 CRAMER, AMY LIND TCSD Instructor Earnings 2,700.00 2,700.00 170960 05/21/2015 000209 CROP PRODUCTION SERVICES Equipment repair: Sta 84 83.62 83.62 170961 05/21/2015 017612 CRYSTAL VALLEY Lighted heart decoration:city manager 1,548.61 1,548.61 DECORATING, INC 170962 05/21/2015 015213 CYBER COMPUTERS, INC. Monitors/printers for lifecycle 4,724.00 4,724.00 170963 05/21/2015 011816 D'ALESIO INC Fire Equipment: Sta 92 183.15 183.15 170964 05/21/2015 012614 DBX, INC. Traffic signal equip replace: 8,000.00 8,000.00 170965 05/21/2015 004222 DIAMONDBACK FIRE & FIRE & RESCUE EQUIPMENT: STA92 598.52 598.52 RESCUE, INC Paget apChkLst Final Check List Page: 3 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description Amount Paid Check Total 170966 05/21/2015 017928 DOMINGUEZ, JOAQUIN refund:w/d ping appl.:PA14-0100 89.90 89.90 170967 05/21/2015 004192 DOWNS ENERGY FUEL& LUBRICANTS 170968 05/21/2015 000165 FEDERAL EXPRESS INC 170969 05/21/2015 014865 FEIZE UHLER, KIMBERLY 170970 05/21/2015 017930 FILIPCIC,ASHLEY 170971 05/21/2015 003747 FINE ARTS NETWORK 170972 05/21/2015 002982 FRANCHISE TAX BOARD 170973 05/21/2015 002982 FRANCHISE TAX BOARD 170974 05/21/2015 016436 FRICK, TRACY 170975 05/21/2015 007866 GCS SUPPLIES INC 170976 05/21/2015 010326 G E MOBILE WATER, INC 170977 05/21/2015 001937 GALLS INC Fuel for City vehicles: police dept 97.35 Fuel for City vehicles: pw Fuel for City vehicles: traffic div Fuel for City vehicles: pw Fuel for City vehicles: pw Fuel for City vehicles: tcsd 62.96 354.67 1,026.72 677.27 507.38 2,726.35 5/1-5/5 Express mail svcs:cm & finance 70.73 70.73 ICSD - 2015 - Flash Drives 619.95 619.95 refund:sec dep:rm rental:harveston 200.00 200.00 Settlement: Romance, Romance 5/15-5/17 1,638.67 1,638.67 SUPPORT PAYMENT 350.00 350.00 SUPPORT PAYMENT 150.00 150.00 Reimb: items for history museum 225.85 225.85 Misc toner & ink for printers:info tech 352.40 352.40 WATER FILTRATION SUPPLIES: STA 73 89.92 89.92 Misc supplies:Police volunteers 29.16 MISC EQUIPMENT:POLICE CAP TEAM 3.24 MISC EQUIPMENT:POLICE CAP TEAM 9.18 41.58 170978 05/21/2015 000177 GLENNIES OFFICE PRODUCTS APR 15 MISC OFC SUPPLIES: VAR INC FIRE STATI 170979 05/21/2015 009608 GOLDEN VALLEY MUSIC SOCIETY 170980 05/21/2015 014173 GOLDSTAR ASPHALT PRODUCTS 2,688.52 2,688.52 Settlement:Saint-Saens & Company 5/16 1,062.35 1,062.35 misc asphalt supplies:pw st maint div 86.40 86.40 170981 05/21/2015 016552 GONZALES, MARK ALLEN TCSD Instructor Earnings 180.00 180.00 Page3 apChkLst Final Check List Page: 4 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 170982 05/21/2015 003792 GRAINGER Description misc maint supplies: pw street maint misc maint supplies: pw street maint Emergency Equipment: TCC/CERT misc maint supplies: pw street maint misc maint supplies: pw street maint Amount Paid Check Total 1,498.18 176.11 172.80 2,328.05 46.49 4,221.63 170983 05/21/2015 015451 GREATAMERICA FINANCIAL copier lease: central svcs XXX5744 520.09 520.09 SVCS 170984 05/21/2015 000186 HANKS HARDWARE INC Apr 15 misc supplies: pw traffic 38.65 38.65 170985 05/21/2015 002109 HD SUPPLY CONSTR. SUPPLY misc maint supplies:pw street maint 1,219.16 1,219.16 LTD 170986 05/21/2015 017916 HIDDEN EYE SECURITY refund:plan chk & inspect fees:F15-1074 884.00 884.00 170987 05/21/2015 003198 HOME DEPOT, THE Misc maint supplies:civic center 178.52 Misc. supplies:var csd special events 87.29 265.81 170988 05/21/2015 014062 ID CARD GROUP PROXIMITY CARDS & 109.85 109.85 ACCESSORIES:INFO TECH 170989 05/21/2015 016564 IMPACT TELECOM APR 800 SERVICES: CIVIC CENTER 56.01 56.01 170990 05/21/2015 012342 INLAND CUTTER SERVICE INC Part for M3000 inserter:Central Svcs 55.15 55.15 170991 05/21/2015 013695 INLAND EMPIRE SHRED IT 5/4/15 Shred Svcs: Records Division 900.00 900.00 170992 05/21/2015 001407 INTER VALLEY POOL SUPPLY misc pool chemicals: var pool sites 569.88 569.88 INC 170993 05/21/2015 003266 IRON MOUNTAIN OFFSITE OFFSITE MEDIA STORAGE - RECORDS 658.00 658.00 170994 05/21/2015 017929 JIMENEZ, SOCORRO refund:w/d ping appl.:PA15-0201 497.50 497.50 170995 05/21/2015 014692 JOHNSON, BARBARA TCSD Instructor Earnings 264.60 KATHLEEN TCSD Instructor Earnings 147.00 411.60 170996 05/21/2015 015378 KELLY-LEHNER, LYNN reimb: wellness prgm seminar 4/22/15 219.96 219.96 170997 05/21/2015 017931 KENGGA, GEZAN refund:sec dep:rm rental:harveston 200.00 200.00 Page:4 apChkLst Final Check List Page: 5 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description Amount Paid Check Total 170998 05/21/2015 007188 LAERDAL MEDICAL CORP. CPR Supplies: Medics 242.95 242.95 170999 05/21/2015 003486 LAWYERS TITLE COMPANY Annual holdback fee extend period 4/2016 250.00 250.00 171000 05/21/2015 016110 LDCO, INC. p/e 04/30/15 renovation of fire stn 73 239,821.86 239,821.86 171001 05/21/2015 003726 LIFE ASSIST INC Emergency medical equip: Medics 994.26 994.26 171002 05/21/2015 004230 LINCOLN EQUIPMENT INC MISC. SUPPLIES FOR 3 1,763.25 1,763.25 POOLS:AQUATICS PGRM 171003 05/21/2015 012243 LONG, SARA reimb:energov staff training 5/2-5/6 260.48 260.48 171004 05/21/2015 008610 M C R STAMPS Performances:High Hopes 25.00 25.00 171005 05/21/2015 003782 MAIN STREET SIGNS misc street signs: pw street maint div 2,973.61 2,973.61 171006 05/21/2015 004141 MAINTEX INC cleaning custodial supplies: jrc 55.73 misc cleaning custodial supplies: 78.86 134.59 171007 05/21/2015 017924 MARINTCHEV, DIMITAR refund:100% permit:B15-0886 510.96 510.96 171008 05/21/2015 000944 MCCAIN TRAFFIC SUPPLY INC Traffic signal equipment: pw traffic 20,237.04 20,237.04 171009 05/21/2015 009541 MEYERANDASSOCIATES 4/1- 4/30 Theater remediation:PW CIP 4,924.50 4,924.50 171010 05/21/2015 004951 MIKE'S PRECISION WELDING repair trash enclosure gate:civic ctr 525.00 525.00 INC. 171011 05/21/2015 001868 MIYAMOTO-JURKOSKY, SUSAN TCSD Instructor Earnings 315.00 315.00 ANN 171012 05/21/2015 016445 MKB PRINTING & FOIL BUSINESS CARDS:G BUTLER 147.88 147.88 PROMOTIONAL INC 171013 05/21/2015 004040 MORAMARCO, ANTHONY, J. Design work:Summer/Fall Rec Guide 2,800.00 2,800.00 171014 05/21/2015 004490 MUSCO SPORTS LIGHTING INC control link service fees:parks 4,415.00 4,415.00 171015 05/21/2015 017861 MYTHOS TECHNOLOGY INC TVE2 Network Infrastructure 6,090.60 6,090.60 Page5 apChkLst Final Check List Page: 6 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 171016 05/21/2015 002105 OLD TOWN TIRE & SERVICE 171017 05/21/2015 014273 PARAGON PARTNERS LTD 171018 05/21/2015 012260 ROSS, TATIANA 171019 05/21/2015 009980 SANBORN, GWYNETHA. 171020 05/21/2015 011511 SCUBA CENTER TEMECULA 171021 05/21/2015 017365 SELSTAD, LONNIE 171022 05/21/2015 008529 SHERIFF'S CIVIL DIV - CENTRAL 171023 05/21/2015 009213 SHERRY BERRY MUSIC 171024 05/21/2015 009746 SIGNS BY TOMORROW 171025 05/21/2015 000537 SO CALIF EDISON Description City Vehicle Maint Svcs:PW St Maint City Vehicle Maint Svcs:PW St Maint City Vehicle Maint Svcs:PW St Maint City Vehicle Maint Svcs:PW St Maint Amount Paid Check Total 269.95 167.43 75.00 616.24 RELOCATION SRVCS:MURRIETA 1,681.94 CRK/OVRLND DR Reimb:Energov Staff training 5/2-5/6 Country @ The Merc 5/16/15 TCSD Instructor Earnings Dixieland @ The Merc 5/15/15 SUPPORT PAYMENT Jazz @ The Merc 5/4/15 "No Pets Allowed" sign:Civic Center Apr 2-05-791-8807:31587 Tem pkwy LS3 Apr 2-01-202-7330:various LS01 Allnite Apr 2-01-202-7603:various LS -1 Allnite Apr 2-36-171-5626:Butterfield stg rd Apr 2-29-479-2981:31454 Tem pkwy TC1 Apr 2-29-974-7899:26953 Ynez LS -3 Apr 2-35-576-2634:FV pkwy e/o Jefferson Apr 2-10-331-2153:28816 Pujol St Apr 2-30-066-2889:30051 Rancho vista Apr 2-25-350-5119:45602 Redhawk pkwy Apr 2-36-122-7820:31777 Deportola Rd Apr 2-30-608-9384:28582 Harveston Apr 2-33-777-1950:40135 Village Rd Apr 2-20-798-3248:42081 Main St Apr 2-02-351-5281:30875 Rancho vista 171026 05/21/2015 000519 SOUTH COUNTY PEST pest control svcs:Calle Tierra South CONTROL INC 171027 05/21/2015 015648 STEIN, ANDREW MISC SUPPLIES:CSD SPECIAL EVENTS 201.93 233.25 388.50 84.00 213.89 1,128.62 1,681.94 201.93 233.25 388.50 84.00 213.89 378.00 378.00 58.68 58.68 9,581.01 79,783.71 25,792.37 134.57 105.85 142.78 84.12 774.58 26.11 28.93 27.61 515.12 708.48 1,267.13 4,610.98 123,583.35 94.00 94.00 490.02 490.02 Page6 apChkLst Final Check List Page: 7 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 171028 05/21/2015 006145 STENO SOLUTIONS TRANSCRIPTION 171029 05/21/2015 000305 TARGET BANK BUS CARD SRVCS Description Amount Paid Check Total MAR TRANSCRIPTION SRVCS: POLI CE 1,480.78 APR TRANSCRIPTION SRVCS:POLICE 945.98 Supplies:Jefferson Recreation Center 160.36 Misc supplies:Aquatics programs Misc supplies:Aquatics programs SUPPLIES:CRC & RECREATION Misc supplies:Aquatics Programs MISC SUPPLIES:THEATER Supplies:Jefferson Recreation Center MISC SUPPLIES:THEATER SUPPLIES:CRC & RECREATION SUPPLIES:CRC & RECREATION SUPPLIES:CRC & RECREATION SUPPLIES:CRC & RECREATION 41.00 1,220.62 70.22 68.01 87.70 119.08 13.32 59.78 120.70 29.27 5.70 2,426.76 1,995.76 171030 05/21/2015 012265 TEMECULA ACE HARDWARE Mar hardware supplies: Sta 92 97.27 97.27 C/O 171031 05/21/2015 003677 TEMECULA MOTORSPORTS VEH REPAIR & MAINT:POLICE 666.20 LLC VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE VEH REPAIR & MAINT:POLICE 171032 05/21/2015 017295 TEMECULA PIZZA FACTORY Refreshments:csd special event 171033 05/21/2015 000876 TEMECULA VALLEY BALLOON FY 14/15 sponsorship agrmnt: eco dev & WINE 171034 05/21/2015 000876 TEMECULA VALLEY BALLOON refund:sec dep:rm rental:conf ctrA/B & VVI NE 171035 05/21/2015 010046 TEMECULA VALLEY Mar '15 Bus. Impry DistrictAsmnts CONVENTION & 474.67 235.59 235.59 1,271.24 312.99 104.13 683.63 348.95 776.01 748.35 235.08 456.44 435.32 235.59 7,219.78 544.50 544.50 30,000.00 30,000.00 150.00 150.00 123, 775.2 3 123, 775.2 3 Page:7 apChkLst Final Check List Page: 8 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor Description 171036 05/21/2015 005722 TEMECULA VALLEY GARDEN refund:sec dep:rm rental:CRC CLUB 171037 05/21/2015 009194 TEMECULA VALLEY NEWS Amount Paid Check Total 200.00 200.00 Apr advertising: Temecula Presents 257.76 Mar advertising: Temecula Presents 257.76 515.52 171038 05/21/2015 004274 TEMECULA VALLEY SECURITY locksmith srvcs: var parks 80.00 80.00 CENTR 171039 05/21/2015 002452 TOP LINE INDUSTRIAL misc small equip parts:pw street maint 84.83 84.83 171040 05/21/2015 017565 TRAFFIC MANAGEMENT INC. traffic control supplies:pw st maint 928.80 traffic control supplies:pw st maint 918.00 1,846.80 171041 05/21/2015 002702 U S POSTAL SERVICE postage:b/I final renewal notices 304.00 304.00 171042 05/21/2015 000325 UNITED WAY UNITED WAY CHARITIES PAYMENT 5.00 5.00 171043 05/21/2015 004261 VERIZON May xxx-2941 general usage:TVE2 May xxx-3738 general usage:JRC May xxx-1262 general usage 426.14 131.99 127.30 685.43 171044 05/21/2015 004789 VERIZON May Internet svcs:c. museum gift shop 134.99 May Internet svcs:TCC 129.99 264.98 171045 05/21/2015 004848 VERIZON May long distance phone svcs 7.52 7.52 171046 05/21/2015 017925 WESTERN FINANCIAL CENTER, refund:w/d ping appl.:PA14-0142 263.10 263.10 LP 171047 05/21/2015 017926 WIGLE, ELSA Reimb:safetytrailersupplies 141.51 141.51 171048 05/21/2015 009512 WURMS JANITORIAL MAY JANITORIAL SVCS:THEATER 443.40 443.40 SERVICES, INC 171049 05/21/2015 000348 ZIGLER, GAIL Reimb:F/D Date Night supplies 63.61 63.61 1000448 05/08/2015 017917 BLAKE, BREANNA refund:beg baseball league 120.00 120.00 1000449 05/08/2015 017768 HANES, SONYA refund:bright start for kids 210.00 210.00 1000450 05/08/2015 017918 HAWTHORNE, SHAE refund:little miss charm school 21.00 21.00 Page:8 apChkLst Final Check List Page: 9 05/21/2015 11:37:32AM CITY OF TEMECULA Bank : union UNION BANK (Continued) Check # Date Vendor 1000451 05/08/2015 017070 JOHNSTON, JOANNA 1000452 05/08/2015 017919 KOENIGSHOFER, STEPHANIE 1000453 05/08/2015 017920 QUILES, NATHALIE 1000454 05/08/2015 017921 ROWAN, KATHLEEN 1000455 05/08/2015 017922 UGARTE-PRATT, RUTH 1000456 05/08/2015 017922 UGARTE-PRATT, RUTH 1000457 05/14/2015 017923 MOLINA, KARINA Description Amount Paid Check Total refund:tennis - level 1 quick start 45.00 45.00 refund:ballet - tiny princess 32.00 32.00 refund:sec dep:rm rental:harveston 200.00 200.00 refund:first aid course 95.00 95.00 refund:sec dep:rm rental:CRC 150.00 150.00 refund:indoor rentals 160.00 160.00 refund:credit:rm rental:CRC 84.00 84.00 Grand total for UNION BANK: 825,444.46 Page9 apChkLst Final Check List 05/21/2015 11:37:32AM CITY OF TEMECULA Page: 10 128 checks in this report. Grand Total All Checks: 825,444.46 Pagel 0 Item No. 4 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Jennifer Hennessy, Finance Director DATE: June 9, 2015 SUBJECT: Approve the City Treasurer's Report as of April 30, 2015 PREPARED BY: Rudy J. Graciano, Revenue Manager RECOMMENDATION: That the City Council approve and file the City Treasurer's Report as of April 30, 2015. BACKGROUND: Government Code Sections 53646 and 41004 require reports to the City Council regarding the City's investment portfolio, receipts, and disbursements respectively. Adequate funds will be available to meet budgeted and actual expenditures of the City for the next six months. Current market values are derived from the Local Agency Investment Fund (LAIF) reports, Union Bank of California trust and custody statements, and from US Bank trust statements. Attached is the City Treasurer's Report that provides this information. The City's investment portfolio is in compliance with the statement of investment policy and Government Code Sections 53601 and 53635 as of April 30, 2015. FISCAL IMPACT: None ATTACHMENTS: City Treasurer's Report as of April 30, 2015 Investments City of Temecula, California Portfolio Management Portfolio Summary April 30, 2015 Par Market Value Value Book % of Value Portfolio Term City of Temecula 41000 Main Street P.O. Box 9033 Temecula, CA 92590 (951)694-6430 Days to YTM YTM Maturity 360 Equiv. 365 Equiv. Managed Pool Accounts Retention Escrow Account Letter of Credit Local Agency Investment Funds Federal Agency Callable Securities Federal Agency Bullet Securities Investments Cash Passbook/Checking (not included in yield calculations) Total Cash and Investments Total Earnings Current Year Average Daily Balance Effective Rate of Return 37,346,583.44 37,346,583.44 37,346,583.44 42.07 1 1 0.118 0119 600,333.30 600,333.30 600,333.30 0.68 1 0 000 0.000 1.00 1.00 1.00 0.00 1 1 0.000 0.000 27,827,023 28 27,836,740.97 27,827,023.28 31.35 1 1 0.279 0 283 10,000,000.00 10,015,570.00 10,000,000.00 11.27 1,269 1,123 1 244 1.261 13,000,000.00 13,051,860.00 12,993,680.00 14 64 1,400 524 0 934 0 947 88,773,941.02 88,851,088.71 1,488,360.18 88,767,621.02 100.00% 349 204 0.414 0.420 1,488, 360 18 1,488, 360 18 90,262,301.20 90,339,448.89 April 30 Month Ending Fiscal Year To Date 0.000 0.000 90,255,981.20 349 204 0.414 0.420 30,804.47 91,244,544.05 0.41% Reporting period 04/01/2015-04/30/2015 Run Date: 05/28/2015 - 13:30 267,616.58 91,080,416.69 0.35% Portfolio TEME CP PM (PRF_PM1) 7.3 0 Report Ver 7 3 5 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Page 1 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Managed Pool Accounts 122216003-2 CITY COP RE2 ASSURED GUARANTY 0.00 0.00 0.00 1.000 0.986 1.000 1 1453718479 WORKERS COMP BANK OF AMERICA MERRILL LYNC 08/01/2014 5,718.10 5,718.10 5,718.10 0.000 0.000 1 104348008-1 01-2 IMP 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 104348006-4 01-2 RESA2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 104348016-3 01-2 RESB2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 104348000-4 01-2 SPTAX2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94669911-2 03-1 ACQA2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94669921-3 03-1 ACQB3 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94669902-3 03-1 BOND3 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 94669906-3 03-1 RES A3 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94669916-2 03-1 RES B2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94669900-4 03-1 SPTAX1 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593011-2 03-2 ACQ 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593009-2 03-2 EMWD 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593007-2 03-2 IMP 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593016-4 03-2 LOC 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593010-2 03-2 PWADM2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593006-2 03-2 RES 2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 793593000-3 03-2 SPTX2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 744727011-2 03-3 ACQ2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 744727002-2 03-3 BOND 2 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 744727007-2 03-3 CITY2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 744727009 03-3 EMWD 1 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 744727006-3 03-3 RES3 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 744727000-4 03-3 SP TX 4 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94686001-2 03-4 ADMIN2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94686005-1 03-4 PREP1 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94686000-1 03-4 RED1 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94686006-2 03-4 RES2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 786776002-2 03-6 BOND2 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 786776007-2 03-6 IMP2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 786776006-2 03-6 RES2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 786776000-3 03-6 SP TX3 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 95453510-2 88-12 BOND2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 95453518-4 88-12 GI4 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 122216003-4 CITY COP RE4 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 Run Date: 05/28/2015 - 13:30 Portfolio TEME CP PM (PRF_PM2) 7.3.0 Report Ver. 7.3.5 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Page 2 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Managed Pool Accounts 122216008-3 CITY COPCIP2 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 122216000-2 CITY COPLPF2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 94434160-1 RDA 02 INT1 First American Treasury 0.69 0.69 0.69 0.000 0.000 1 94434161-2 RDA 02 PRIN2 First American Treasury 0.09 0.09 0.09 0.000 0.000 1 107886011-2 RDA 06 B PRI First American Treasury 0.06 0.06 0.06 0.000 0.000 1 107886008-2 RDA 06 CIPA2 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 107886001 RDA 06 PRIN First American Treasury 07/01/2014 0.05 0.05 0.05 0.000 0.000 1 107886000-2 RDA 06A INT2 First American Treasury 0.40 0.40 0.40 0.000 0.000 1 107886018-3 RDA 06B CIP3 First American Treasury 0.00 0.00 0.00 0.000 0.000 1 107886010-2 RDA 06B INT2 First American Treasury 0.08 0.08 0.08 0.000 0.000 1 107886016-2 RDA 06B RES2 First American Treasury 202,120.02 202,120.02 202,120.02 0.010 0.010 0.010 1 107886030-2 RDA 07 CAPI2 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 107886027-2 RDA 07 ESC2 First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 107886020-2 RDA 07 INT2 First American Treasury 0.26 0.26 0.26 0.000 0.000 1 107886021-2 RDA 07 PRINC First American Treasury 0.34 0.34 0.34 0.000 0.000 1 107886028-2 RDA 07 PROJ2 First American Treasury 209,693.59 209,693.59 209,693.59 0.000 0.000 1 107886026-2 RDA 07 RES2 First American Treasury 1,104,108.77 1,104,108.77 1,104,108.77 0.010 0.010 0.010 1 136343006 RDA 10 RSRV1 First American Treasury 1,263,945.05 1,263,945.05 1,263,945.05 0.010 0.010 0.010 1 136343008 RDA 10A CIP2 First American Treasury 19,952.01 19,952.01 19,952.01 0.010 0.010 0.010 1 136343001-2 RDA 10A-INT1 First American Treasury 1.63 1.63 1.63 0.000 0.000 1 136343018-2 RDA 10B CIP2 First American Treasury 5,187,025.55 5,187,025.55 5,187,025.55 0.010 0.010 0.010 1 136343000-1 RDA 10B-INT1 First American Treasury 3.16 3.16 3.16 0.000 0.000 1 94432360-2 TCSD COP INT First American Treasury 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 104348006-5 01-2 RESA11 Federated Tax Free Obligations 440,398.36 440,398.36 440,398.36 0.010 0.010 0.010 1 104348016-5 01-2 RESB11 Federated Tax Free Obligations 188,613.41 188,613.41 188,613.41 0.010 0.010 0.010 1 104348000-5 01-2 SPTAX11 Federated Tax Free Obligations 257,518.67 257,518.67 257,518.67 0.010 0.010 0.010 1 94669921-5 03-01 ACQ11 Federated Tax Free Obligations 2,144,250.06 2,144,250.06 2,144,250.06 0.010 0.010 0.010 1 94669911-5 03-01 ACQA11 Federated Tax Free Obligations 144.51 144.51 144.51 0.010 0.010 0.010 1 94669922-5 03-01 COI Federated Tax Free Obligations 07/01/2014 0.00 0.00 0.00 0.001 0.001 0.001 1 94669917-5 03-01 RES Federated Tax Free Obligations 07/01/2014 0.02 0.02 0.02 0.000 0.000 1 94669906-5 03-01 RESA11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 94669916-5 03-01 RESB11 Federated Tax Free Obligations 147,753.65 147,753.65 147,753.65 0.010 0.010 0.010 1 94669000-5 03-01 SPTAX11 Federated Tax Free Obligations 255,394.27 255,394.27 255,394.27 0.010 0.010 0.010 1 164741009-5 03-03 COI Federated Tax Free Obligations 07/01/2014 0.00 0.00 0.00 0.001 0.001 0.001 1 164741008-5 03-03 IMP Federated Tax Free Obligations 582,345.57 582,345.57 582,345.57 0.010 0.010 0.010 1 164741006-5 03-03 RES Federated Tax Free Obligations 388.85 388.85 388.85 0.010 0.010 0.010 1 Run Date: 05/28/2015 - 13:30 Portfolio TEME CP PM (PRF_PM2) 7.3.0 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Page 3 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Managed Pool Accounts 164741000-5 03-03 SPEC Federated Tax Free Obligations 571,892.08 571,892.08 571,892.08 0.010 0.010 0.010 1 164742009-5 03-06 COI Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 164742006-5 03-06 RES Federated Tax Free Obligations 0.00 0.00 0.00 0.000 0.000 1 786776006-5 03-06 RES11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 164742000-5 03-06 SPEC Federated Tax Free Obligations 82,317.46 82,317.46 82,317.46 0.010 0.010 0.010 1 786776000-5 03-06SPTAX11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 94669902-5 03-lbond fd Federated Tax Free Obligations 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 793593011-5 03-2 ACQ11 Federated Tax Free Obligations 234,777.31 234,777.31 234,777.31 0.010 0.010 0.010 1 793593009-5 03-2 EMWD11 Federated Tax Free Obligations 1,097.93 1,097.93 1,097.93 0.010 0.010 0.010 1 793593016-5 03-2 LOC1 1 Federated Tax Free Obligations 142,028.98 142,028.98 142,028.98 0.010 0.010 0.010 1 793593010-5 03-2 PWADM11 Federated Tax Free Obligations 0.00 0.00 0.00 0.010 0.010 0.010 1 793593006-5 03-2 RES11 Federated Tax Free Obligations 0.00 0.00 0.00 0.010 0.010 0.010 1 793593000-5 03-2 SPTX Federated Tax Free Obligations 682,646.41 682,646.41 682,646.41 0.010 0.010 0.010 1 793593007-5 03-2-IMPR11 Federated Tax Free Obligations 1,144.61 1,144.61 1,144.61 0.010 0.010 0.010 1 744727006-5 03-3 RES11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 744727011-5 03-3ACQ11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 94686001-5 03-4 ADMIN11 Federated Tax Free Obligations 507.53 507.53 507.53 0.010 0.010 0.010 1 94686005-5 03-4 PREP11 Federated Tax Free Obligations 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 94686000-5 03-4 RED11 Federated Tax Free Obligations 35,243.97 35,243.97 35,243.97 0.010 0.010 0.010 1 94686006-5 03-4 RES11 Federated Tax Free Obligations 65,501.62 65,501.62 65,501.62 0.010 0.010 0.010 1 744727000-5 03-SSPTAX11 Federated Tax Free Obligations 0.00 0.00 0.00 0.001 0.001 0.001 1 146161000-5 146161000-5 Federated Tax Free Obligations 0.60 0.60 0.60 0.000 0.000 1 146161001-5 146161001-5 Federated Tax Free Obligations 0.46 0.46 0.46 0.000 0.000 1 146161008-5 RDA 11ACIP11 Federated Tax Free Obligations 7,271,725.12 7,271,725.12 7,271,725.12 0.010 0.010 0.010 1 146161009-5 RDA 11ACOI11 Federated Tax Free Obligations 07/01/2014 0.00 0.00 0.00 0.020 0.020 0.020 1 146161006-5 RDA 11RSRV11 Federated Tax Free Obligations 1,307,913.56 1,307,913.56 1,307,913.56 0.010 0.010 0.010 1 94432363 02001 Financial Security Assurance 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 793593011-1 03-2-1 ACQUI CA Local Agency Investment Fun 11,432,061.28 11,432,061.28 11,432,061.28 0.283 0.279 0.283 1 793593009-1 03-2-1 EMWD CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 793593007-1 03-2-1 IMPRO CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 793593010-1 03-2-1 PW AD CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 793593006-3 03-2-3 RESER CA Local Agency Investment Fun 3,508,345.30 3,508,345.30 3,508,345.30 0.283 0.279 0.283 1 122216008 CITY COP CIP CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 122216003-1 CITY COP RE1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886008-1 RDA 06 CIP-1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886018-2 RDA 06 CIP-2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 Run Date: 05/28/2015 - 13:30 Portfolio TEME CP PM (PRF_PM2) 7.3.0 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Page 4 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Managed Pool Accounts 107886030-1 RDA 07 CAP -1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886027-1 RDA 07 ESC -1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886028-1 RDA 07 PRO -1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886026-1 RDA 07 RES -1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 107886006 RDA 06 RES A MBIA Surety Bond 1.00 1.00 1.00 0.000 0.000 1 94434166 RDA TABs RES MBIA Surety Bond 1.00 1.00 1.00 0.000 0.000 1 94669905-0 03-01 REF USBANK 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 744727099-0 03-03 REF USBANK 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 786776099-0 03-06 REF USBANK 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 SYS95453516-1 95453516-1 USBANK 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 Subtotal and Average 37,341,189.91 37,346,583.44 37,346,583.44 37,346,583.44 0.118 0.119 1 Retention Escrow Account 194012308-16 RJ NOBLE Bank of Sacramento 0.00 0.00 0.00 0.000 0.000 1 ARMY CORPS Army Corps Union Bank 600,333.30 600,333.30 600,333.30 0.000 0.000 1 SYSPI aza Prtnr PI aza Prtnr Wells Fargo Bank 0.00 0.00 0.00 0.000 0.000 1 PORTOLA TRRC Portola Trrc Wells Fargo Bank 0.00 0.00 0.00 0.000 0.000 1 39211000 Summerhouse Wells Fargo Bank 0.00 0.00 0.00 0.000 0.000 1 Subtotal and Average 644,944.93 600,333.30 600,333.30 600,333.30 0.000 0.000 1 Letter of Credit 104348006-1 02008 ASSURANCE CO BOND INSURANCE 07/01/2014 Subtotal and Average 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.000 0.000 1 0.000 0.000 1 Local Agency Investment Funds 94669917-1 03-01-1 RES CA Local Agency Investment Fun 769,179.22 769,179.22 769,179.22 0.283 0.279 0.283 1 164742006-1 03-06 RES -1 CA Local Agency Investment Fun 307,671.69 307,671.69 307,671.69 0.283 0.279 0.283 1 94669911-1 03-1 ACQ A2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 94669921-1 03-1 ACQ B2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 744727011-1 03-3 ACQ 2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 744727007-1 03-3 CITY 2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 786776007-1 03-6 IMP 1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 164741006-1 0303-1 RES CA Local Agency Investment Fun 1,425,746.59 1,425,746.59 1,425,746.59 0.283 0.279 0.283 1 SYSCITY CITY CA Local Agency Investment Fun 6,903,558.59 6,906,207.68 6,903,558.59 0.283 0.279 0.283 1 SYSRDA RDA CA Local Agency Investment Fun 1,751.30 1,751.97 1,751.30 0.283 0.279 0.283 1 SYSRDA 10 DS 2 RDA 10 DS 2 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 Run Date: 05/28/2015 - 13:30 Portfolio TEME CP PM (PRF_PM2) 7.3.0 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Page 5 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Local Agency Investment Funds SYSRDA 10A CIP1 RDA 10A CIP1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 136343018-1 RDA 10B CIP1 CA Local Agency Investment Fun 0.00 0.00 0.00 0.283 0.279 0.283 1 SYSTCSD TCSD CA Local Agency Investment Fun 18,419,115.89 18,426,183.82 18,419,115.89 0.283 0.279 0.283 1 Subtotal and Average 28,418,839.20 27,827,023.28 27,836,740.97 27,827,023.28 0.279 0.283 1 Federal Agency Callable Securities 3133EDTQ5 01197 Federal Farm Credit Bank 08/27/2014 1,000,000.00 1,001,760.00 1,000,000.00 1.590 1.568 1.590 1,214 08/27/2018 3130A1WX2 01195 Federal Home Loan Bank 05/28/2014 1,000,000.00 1,000,600.00 1,000,000.00 1.050 1.036 1.050 850 08/28/2017 3130A3NK6 01200 Federal Home Loan Bank 12/29/2014 1,000,000.00 1,003,650.00 1,000,000.00 1.150 1.134 1.150 973 12/29/2017 3130A3RY2 01201 Federal Home Loan Bank 12/30/2014 1,000,000.00 1,003,660.00 1,000,000.00 1.150 1.134 1.150 973 12/29/2017 3130A4G89 01207 Federal Home Loan Bank 03/24/2015 1,000,000.00 1,001,370.00 1,000,000.00 1.650 1.627 1.650 1,607 09/24/2019 3134G5JJ5 01198 Federal Home Loan Mtg Corp 09/29/2014 1,000,000.00 1,006,420.00 1,000,000.00 1.100 1.085 1.100 882 09/29/2017 3136G2A64 01199 Federal National Mtg Assn 11/28/2014 1,000,000.00 1,000,840.00 1,000,000.00 1.070 1.055 1.070 941 11/27/2017 3136G2CE5 01203 Federal National Mtg Assn 01/30/2015 1,000,000.00 1,004,300.00 1,000,000.00 1.550 1.529 1.550 1,370 01/30/2019 3136G2D87 01204 Federal National Mtg Assn 02/13/2015 1,000,000.00 998,390.00 1,000,000.00 1.000 0.986 1.000 1,019 02/13/2018 3136G2EC7 01205 Federal National Mtg Assn 02/27/2015 1,000,000.00 994,580.00 1,000,000.00 1.300 1.282 1.300 1,398 02/27/2019 Subtotal and Average 10,000,000.00 10,000,000.00 10, 015,570.00 10, 000,000.00 1.244 1.261 1,123 Federal Agency Bullet Securities 31331KE55 01175 Federal Farm Credit Bank 10/06/2011 1,000,000.00 1,010,280.00 1,000,000.00 1.300 1.282 1.300 524 10/06/2016 31331KK58 01177 Federal Farm Credit Bank 10/26/2011 1,000,000.00 1,004,390.00 1,000,000.00 1.050 1.036 1.050 178 10/26/2015 31331KV98 01178 Federal Farm Credit Bank 11/23/2011 1,000,000.00 1,004,440.00 1,000,000.00 0.970 0.957 0.970 206 11/23/2015 31331K2P4 01182 Federal Farm Credit Bank 12/09/2011 1,000,000.00 1,004,210.00 1,000,000.00 1.000 0.986 1.000 222 12/09/2015 31331K6P0 01183 Federal Farm Credit Bank 01/19/2012 1,000,000.00 1,004,240.00 1,000,000.00 0.850 0.838 0.850 263 01/19/2016 3133EA6K9 01192 Federal Farm Credit Bank 10/29/2012 1,000,000.00 1,001,150.00 1,000,000.00 0.410 0.404 0.410 181 10/29/2015 3133EDN0 01196 Federal Farm Credit Bank 06/11/2014 1,000,000.00 1,007,890.00 1,000,000.00 1.200 1.179 1.195 986 01/11/2018 3133EEHU7 01202 Federal Farm Credit Bank 01/14/2015 1,000,000.00 1,002,710.00 1,000,000.00 1.410 1.391 1.410 1,354 01/14/2019 313378AC5 01187 Federal Home Loan Bank 02/22/2012 1,000,000.00 1,000,240.00 1,000,000.00 0.500 0.493 0.500 21 05/22/2015 313378QH7 01189 Federal Home Loan Bank 03/28/2012 1,000,000.00 1,004,860.00 1,000,000.00 0.900 0.888 0.900 332 03/28/2016 313381DZ5 01193 Federal Home Loan Bank 11/28/2012 1,000,000.00 1,000,610.00 1,000,000.00 0.550 0.542 0.550 606 12/27/2016 3130A4AJ1 01206 Federal Home Loan Bank 02/27/2015 1,000,000.00 1,004,880.00 1,000,000.00 1.140 1.124 1.140 1,033 02/27/2018 3135G0PQ0 01194 Federal National Mtg Assn 11/26/2013 1,000,000.00 1,001,960.00 993,680.00 0.875 1.026 1.040 909 10/26/2017 Subtotal and Average 12,993,680.00 Run Date: 05/28/2015 - 13:30 13,000,000.00 13,051,860.00 12,993,680.00 0.934 0.947 524 Portfolio TEME CP PM (PRF_PM2) 7.3.0 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Investments April 30, 2015 Average Purchase Stated YTM YTM Days to Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Page 6 Total and Average 91,244,544.05 Run Date: 05/28/2015 - 13:30 88,773,941.02 88,851,088.71 88,767,621.02 0.414 0.420 204 Portfolio TEME CP PM (PRF_PM2) 7.3.0 CUSIP City of Temecula, California Portfolio Management Portfolio Details - Cash April 30, 2015 Average Purchase Stated YTM YTM Days to Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Page 7 Retention Escrow Account SYSAAA#1202 AAA#1202 COMMUNITY BANK 4110170281 EDGEDEV TORRY PINES BANK 23303800 PCL CONST Wells Fargo Bank 44,642.80 44,642.80 44,642.80 0.000 0.000 1 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 07/01/2014 0.00 0.00 0.00 0.000 0.000 1 Passbook/Checking Accounts SYSPetty Cash Petty Cash City of Temecula 07/01/2014 3,110.00 3,110.00 3,110.00 0.000 0.000 1 SYSFIex Ck Acct Flex Ck Acct Union Bank of California 07/01/2014 24,516.18 24,516.18 24,516.18 0.000 0.000 1 SYSGen Ck Acct Gen Ck Acct Union Bank of California 1,408,165.20 1,408,165.20 1,408,165.20 0.000 0.000 1 SYSParking Ck PARKING CITA Union Bank of California 07/01/2014 7,926.00 7,926.00 7,926.00 0.000 0.000 1 Average Balance 0.00 1 Total Cash and Investments 91,244,544.05 Run Date: 05/28/2015 - 13:30 90,262,301.20 90,339,448.89 90,255,981.20 0.414 0.420 204 Portfolio TEME CP PM (PRF_PM2) 7.3.0 Fund # Fund Name Cash and Investments Report CITY OF TEMECULA Through April 2015 Beginning Balance Receipts Disbursements Fund Total 001 GENERAL FUND $ 23,556,929.30 $ 3,861,521.57 $ 4,484,686.53 $ 22,933,764.34 100 STATE GAS TAX FUND 803,535.94 430,266.86 859,875.88 373,926.92 120 DEVELOPMENT IMPACT FUND 4,884,651.85 101,543.37 62,232.55 4,923,962.67 135 BUSINESS INCUBATOR RESOURCE 21,016.17 2,406.72 13,069.47 10,353.42 140 COMMUNITY DEV BLOCK GRANT - - - 145 TEMECULA ENERGY EFFICIENCY ASSET TEAM 174,197.62 16,747.86 1.44 190,944.04 150 AB 2766 FUND 502,899.13 509.65 3.81 503,404.97 160 SUPPLEMENTAL LAW ENFORCEMENT SERVICES - - - - 161 LARRY ROBINSON REWARD 25,179.35 27.78 0.19 25,206.94 165 AFFORDABLE HOUSING 33,148.11 364.64 24,081.81 9,430.94 170 MEASURE A FUND 2,908,871.35 182,311.80 288,361.50 2,802,821.65 190 TEMECULA COMMUNITY SERVICES DISTRICT 842,309.49 157,290.40 980,991.53 18,608.36 192 TCSD SERVICE LEVEL "B" STREET LIGHTS 35,289.15 45,232.61 80,521.76 - 194 TCSD SERVICE LEVEL "D" REFUSE/RECYCLING 208,550.32 566.19 6,532.33 202,584.18 195 TCSD SERVICE LEVEL "R" STREET/ROAD MAINT 19,906.77 19.49 0.15 19,926.11 196 TCSD SERVICE LEVEL "L" LAKE PARK MAINT. 278,130.88 2,664.29 22,841.65 257,953.52 197 TEMECULA LIBRARY FUND 43,027.41 298,654.14 67,565.96 274,115.59 210 CAPITAL IMPROVEMENT PROJECT FUND 9,928,146.74 531,347.38 886,046.35 9,573,447.77 273 CFD 03-1 CROWNE HILL IMPROVEMENT FUND 2,144,376.36 18.21 - 2,144,394.57 275 CFD 03-3 WOLF CREEK IMPROVEMENT FUND 582,340.62 4.95 - 582,345.57 277 CFD-RORIPAUGH 11,790,078.97 7,470.10 0.97 11,797,548.10 300 INSURANCE FUND 291,950.31 257,286.01 76,730.38 472,505.94 305 WORKER'S COMPENSATION 234,757.63 127.02 8,201.32 226,683.33 310 VEHICLES AND EQUIPMENT FUND 1,452,133.68 39,007.31 10,101.99 1,481,039.00 320 INFORMATION TECHNOLOGY 941,117.48 20,382.30 246,090.79 715,408.99 325 TECHNOLOGY REPLACEMENT FUND 136,074.02 635,987.14 19,627.13 752,434.03 330 CENTRAL SERVICES 355,419.62 125,791.91 42,491.21 438,720.32 340 FACILITIES 239,833.78 288,936.99 98,551.14 430,219.63 375 SUMMER YOUTH EMPLOYMENT PROGRAM 2,089.08 6,000.39 587.24 7,502.23 380 SARDA DEBT SERVICE FUND 16,785,573.04 113.73 - 16,785,686.77 381 REDEVELOPMEN PROPERTY TAX TRUST 544,100.33 735.29 5.78 544,829.84 460 CFD 88-12 DEBT SERVICE FUND 88,504.52 97.66 0.67 88,601.51 472 CFD 01-2 HARVESTON A&B DEBT SERVICE 966,369.00 141.83 1,659.26 964,851.57 473 CFD 03-1 CROWNE HILL DEBT SERVICE FUND 1,294,854.26 168.72 1,659.59 1,293,363.39 474 AD 03-4 JOHN WARNER ROAD DEBT SERVICE 109,621.79 10.06 1,114.46 108,517.39 475 CFD 03-3 WOLF CREEK DEBT SERVICE FUND 2,372,451.64 833.50 1,661.49 2,371,623.65 476 CFD 03-6 HARVESTON 2 DEBT SERVICE FUND 418,669.56 38.16 1,658.87 417,048.85 477 CFD 03-02 RORIPAUGH DEBT SERVICE FUND 5,680,414.05 3,939.24 7,336.83 5,677,016.46 501 SERVICE LEVEL"C"ZONE 1 SADDLEWOOD 5,695.00 5.08 3,605.29 2,094.79 502 SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK 61,647.58 57.95 2,151.70 59,553.83 503 SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS 35,760.18 29.95 4,420.00 31,370.13 504 SERVICE LEVEL"C"ZONE 4 THE VINEYARDS 3,128.09 3.49 439.15 2,692.43 505 SERVICE LEVEL"C"ZONE 5 SIGNET SERIES 3,843.89 1.91 3,200.06 645.74 506 SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY 22,005.60 25.36 2,012.67 20,018.29 507 SERVICE LEVEL"C"ZONE 7 RIDGEVIEW 1,131.28 864.79 1,996.07 - 508 SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE 24,969.06 12.82 10,242.96 14,738.92 509 SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA 20,776.56 21.46 370.25 20,427.77 510 SERVICE LEVEL"C"ZONE 10 MARTINIQUE 5,158.64 3.73 1,012.35 4,150.02 511 SERVICE LEVEL"C"ZONE 11 MEADOWVIEW 1,344.87 1.16 135.87 1,210.16 512 SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS 27,581.69 22.24 10,059.81 17,544.12 514 SERVICE LEVEL"C"ZONE 14 MORRISON HOMES 1,813.75 0.73 1,452.56 361.92 515 SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES 900.87 0.62 769.21 132.28 516 SERVICE LEVEL"C"ZONE 16 TRADEWINDS 64,829.66 71.43 2,013.51 62,887.58 517 SERVICE LEVEL"C"ZONE 17 MONTE VISTA 1,352.43 1.31 222.78 1,130.96 518 SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS 15,320.99 6.92 7,049.39 8,278.52 519 SERVICE LEVEL"C"ZONE 19 CHANTEMAR 75,566.17 71.31 3,059.39 72,578.09 520 SERVICE LEVEL"C"ZONE 20 CROWNE HILL 124,725.63 3,635.27 10,227.18 118,133.72 521 SERVICE LEVEL"C"ZONE 21 VAIL RANCH 100,189.29 99.91 16,168.61 84,120.59 522 SERVICE LEVEL"C"ZONE 22 SUTTON PLACE 401.33 0.26 216.62 184.97 523 SERVICE LEVEL"C"ZONE 23 PHEASENT RUN 9,443.81 8.81 527.10 8,925.52 524 SERVICE LEVEL"C"ZONE 24 HARVESTON 70,055.53 64.92 29,180.50 40,939.95 525 SERVICE LEVEL"C"ZONE 25 SERENA HILLS 51,705.64 49.37 3,395.17 48,359.84 526 SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION 1,593.83 1.48 209.60 1,385.71 527 SERVICE LEVEL"C"ZONE 27 AVONDALE 907.95 0.42 756.34 152.03 528 SERVICE LEVEL"C"ZONE 28 WOLF CREEK 276,544.64 256.36 15,365.63 261,435.37 529 SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT 1,791.25 1.39 228.19 1,564.45 530 SERVICE LEVEL"C"ZONE 30 FUTURE ZONES 33,601.80 37.08 0.25 33,638.63 Grand Total: $ 91,740,306.33 $ 7,023,922.80 $ 8,424,780.24 $ 90,339,448.89 Journal Entries completed after March's Treasurer's Report was issued are reflected in the Receipts / Disbursements columns. Item No. 5 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Greg Butler, Assistant City Manager DATE: June 9, 2015 SUBJECT: Approve the First Amendment to the Exclusive Negotiating Agreement with Truax Development for the Potential Disposition of Property Located on Main Street in the City of Temecula (APNs 922-360-004, 005, 006, 007) PREPARED BY: Luke Watson, Senior Planner RECOMMENDATION: That the City Council approve the First Amendment to the Exclusive Negotiating Agreement (ENA) between the City of Temecula and Truax Development (Truax) for the potential disposition and development of the property located on Main Street in the City of Temecula (APNs 922-360-004, 005, 006, 007) (Subject Property). BACKGROUND: The Subject Property, also known as the Town Square Marketplace (TSMP), is considered the third and final phase of the overall Civic Center development. The Subject Property consists of the vacant pads flanking the Town Square Park to the north and south. The TSMP is generally envisioned as a commercial mixed-use development that will complement the Civic Center and Town Square Park. In 2007, the City engaged in a competitive selection process to partner with a preferred developer to design and construct the project. The competitive process resulted in the selection of Pelican Properties as the preferred developer. Because of the economic downturn that began in 2008 and continued on for a number of years, Pelican Properties was not able to construct the project. The City, after a number of extensions, determined that the Exclusive Negotiating Agreement should be allowed to expire and once economic conditions improved, the City would revisit the process of selecting a preferred developer. In March 2014, staff met the Civic Center Subcommittee consisting of Council Members Comerchero and Roberts (Subcommittee) to discuss and receive direction on the future development of the TSMP. On March 11, 2014, the City issued a Request for Interest (RFI) to solicit interest from qualified firms for the development of the TSMP, at the direction of the Subcommittee. Four (4) firms responded to the RFI and, after an initial review, the Subcommittee recommended that three of the applicants move on to be interviewed. On August 14, 2014, the Subcommittee, along with staff, conducted interviews of the three applicants. After thorough and productive interviews the Subcommittee unanimously chose Truax Development as the preferred candidate to enter into an Exclusive Negotiating Agreement. Exclusive Negotiating Agreement In order to facilitate the proposed project and negotiate the terms of a Disposition and Development Agreement (DDA), the City entered into an Exclusive Negotiating Agreement (ENA) with Truax Development on January 13, 2015. The ENA provides both the City and Truax Development a specified timeframe and negotiating framework in which a DDA could be developed. The DDA will determine the specific nature of the development, construction milestones, and other requirements and conditions necessary for the City to relinquish ownership of the Subject Property. Both the City and Truax Development have been negating in good faith since the approval of the ENA. The Subject Property is currently owned by the Successor Agency to the Temecula Redevelopment Agency (SARDA) and is required to be transferred to the City via the California State Department of Finance (DOF) approved Long Range Property Management Plan (LRPMP). The administrative and legal complexities of this process, along with other site design issues, have caused the negotiating period to be prolonged beyond the original three (3) month ENA term. The City and Truax Development now propose to amend the ENA to extend the term. No other changes are proposed. The proposed Amendment to the ENA includes the following terms: • Six (6) month term beginning June 14, 2015 • One (1) administrative extension of 90 days The Exclusive Negotiating Agreement is the first step in the development of this project. The ENA and if approved, the First Amendment to the ENA, do not commit the City to sell or lease the property. FISCAL IMPACT: Ultimately, if a DDA is approved, the Subject Property will be sold to Truax Development and the proceeds of the sale would be delivered to the City, minus property tax due to the taxing entities per the Compensation Agreements. ATTACHMENTS: Draft Exclusive Negotiating Amendment FIRST AMENDMENT TO EXCLUSIVE NEGOTIATING AGREEMENT This FIRST AMENDMENT TO EXCLUSIVE NEGOTIATING AGREEMENT (this "Amendment") is dated as of June 9, 2015, and is entered into by and between the CITY OF TEMECULA, a municipal corporation (the "City") and TRUAX DEVELOPMENT, (the "Developer"). RECITALS A. The City and Developer entered into an Exclusive Negotiating Agreement dated January 13, 2015 ("ENA") to negotiate on an exclusive basis to establish the terms and conditions of a "disposition and development agreement" ("DDA") that would result in the sale of land described in the ENA by City to Developer with the understanding that the City shall be under no obligation to reach agreement on the terms thereof with Developer. B. The ENA expires on June 14, 2015, but Developer and the City desire to extend the term of the ENA. NOW, THEREFORE, the parties hereto agree as follows: 1. The ENA Period (as such term is used in the ENA) is hereby extended to December 14, 2015. If a DDA has not been signed and approved within the ENA Period and the Developer and the City are using good faith efforts to negotiate diligently, then such ENA Period may be extended further in writing by the City Manager for up to one (1) period of ninety (90) days to enable the Developer and the City to (1) determine whether each desires to enter into a DDA, (2) hold any public hearings required by laws and take the action necessary to authorize the City to approve the DDA and (3) sign the DDA. 2. This Amendment constitutes the entire agreement of the parties hereto with respect to the subject matter hereof. There are no other agreements or understandings between the parties with respect to the subject matter hereof or any related subject and no representations by either party to the other have been made as an inducement to enter into this Amendment. All prior negotiations between the parties with respect to the subject matter hereof are superseded by this Amendment. 3. This Amendment may not be altered, amended or modified except by a writing executed by all parties. 4. If any party should bring any legal action or proceeding relating to this Amendment or to enforce any provision hereof, or if the parties agree to arbitration or mediation relating to this Amendment, the party in whose favor a judgment or decision is rendered shall be entitled to recover reasonable attorneys' fees and expenses from the other. The parties agree that any legal action or proceeding or agreed-upon arbitration or mediation shall be filed in and shall occur in the County of Riverside. 11086-0001\ 1838967v1.doc 5. The interpretation and enforcement of this Amendment shall be governed by the laws of the State of California. 6. Time is of the essence of each and every provision hereof. 7. This Amendment may be executed in counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same Amendment. IN WITNESS WHEREOF, the parties hereto have executed this Amendment as of the day and year first written above. DEVELOPER: TRUAX DEVELOPMENT By: Bernard L. Truax III Chief Executive Officer CITY: CITY OF TEMECULA, a municipal corporation Jeff Comerchero Mayor ATTEST: Randi Johl-Olson, City Clerk APPROVED AS TO FORM: Peter M. Thorson City Attorney -2- 11086-0001\ 1838967v1.doc Item No. 6 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Accept Improvements and Notice of Completion for the Pavement Rehabilitation Program —Ynez Road (Winchester Road to Solana Way), PW10-14 PREPARED BY: Avlin R. Odviar, Senior Engineer — CIP Kendra Hannah-Meistrell, Associate Engineer - CIP RECOMMENDATION: That the City Council: 1. Accept the construction of the Pavement Rehabilitation Program — Ynez Road (Winchester Road to Solana Way), PW10-14, as complete; 2. Direct the City Clerk to file and record the Notice of Completion and release the Performance Bond; 3. Release the Labor and Materials Bond seven months after filing of the Notice of Completion, if no liens have been filed. BACKGROUND: On June 26, 2012, the City Council awarded a construction contract to All American Asphalt, in the amount of $2,177,177, to complete the Pavement Rehabilitation Program - Ynez Road (Winchester Road to Solana Way), PW10-14. The project rehabilitated Ynez Road between Winchester Road and Solana Way by removing existing asphalt concrete, base and subgrade, placing an asphalt concrete base course and a rubberized asphalt concrete overlay, adjusting various facilities to grade, installing traffic striping, pavement markers and legends, and miscellaneous appurtenant work. The Contractor has completed the work in accordance with the approved plans and specifications and to the satisfaction of the Director of Public Works/City Engineer. The City obtained "beneficial use" of the project improvements on October 21, 2013. Since the one year warranty period has expired, a Maintenance Bond is not necessary and, therefore, was not issued. The retention for this project will be released pursuant to the provisions of Public Contract Code Section 7107. The Pavement Rehabilitation Program - Ynez Road (Winchester Road to Solana Way), PW10- 14, was funded with Measure A and Capital Projects Reserves. The base amount of the construction contract was $2,177,177, approved contract change orders totaled $166,178.70, contract item under runs totaled $35,445.60, which resulted in the total cost of the project being $2,307,910.10. FISCAL IMPACT: There is no fiscal impact as a result of the acceptance of the project and filing the Notice of Completion. ATTACHMENTS: 1. Notice of Completion 2. Contractor's Affidavit and Final Release RECORDING REQUESTED BY AND RETURN TO: CITY CLERK CITY OF TEMECULA 41000 Main Street Temecula, CA 92590 EXEMPT FROM RECORDER'S FEES Pursuant to Government Code Sections 6103 and 27383 NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: 1. The City of Temecula is the owner of the property hereinafter described. 2. The full address of the City of Temecula is 41000 Main Street, Temecula, California 92590. 3. The Nature of Interest is a Contract which was awarded by the City of Temecula to All American Asphalt, 400 E. Sixth Street, Corona, CA 92878 to perform the following work of improvement: PAVEMENT REHABILITATION PROGRAM - YNEZ ROAD (WINCHESTER ROAD TO SOLANA WAY), Project No. PW10-14 4. Said work was completed by said company according to plans and specifications and to the satisfaction of the Director of Public Works of the City of Temecula and that said work was accepted by the City Council of the City of Temecula at a regular meeting thereof held on June 9, 2015. That upon said contract the Fidelity and Deposit Company of Maryland was surety for the bond given by the said company as required by law. 5. The property on which said work of improvement was completed is in the City of Temecula, County of Riverside, State of California, and is described as follows: PAVEMENT REHABILITATION PROGRAM - YNEZ ROAD (WINCHESTER ROAD TO SOLANA WAY), Project No. PW10-14 6. The location of said property is: Ynez Road from Winchester Road to Solana Way, Temecula, California. Dated at Temecula, California, this 9th day of June, 2015. City of Temecula Randi Johl-Olson, City Clerk STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, California, do hereby certify under penalty of perjury, that the foregoing NOTICE OF COMPLETION is true and correct, and that said NOTICE OF COMPLETION was duly and regularly ordered to be recorded in the Office of the County Recorder of Riverside by said City Council. Dated at Temecula, California, this 9th day of June, 2015. City of Temecula Randi Johl-Olson, City Clerk CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS CONTRACTOR'S AFFIDAVIT AND FINAL RELEASE PAVEMENT REHABILITATION PROGRAM – YNEZ ROAD (WINCHESTER ROAD TO SOLANA WAY) PROJECT NO. PW 10-14 This is to certify that All American Asphalt (hereinafter the "CONTRACTOR") declares to the City of Temecula, under oath, that he/she/it has paid in full for all materials, supplies, labor, services, tools, equipment, and all other bills contracted for by the CONTRACTOR or by any of the CONTRACTOR's agents, employees or subcontractors used or in contribution to the execution of it's contract with the City of Temecula, with regard to the building, erection, construction, or repair of that certain work of improvement known as PAVEMENT REHABILITATION PROGRAM – YNEZ ROAD (WINCHESTER ROAD TO SOLANA WAY), PROJECT NO. PW10-14, situated in the City of Temecula, State of California, more particularly described as follows: Ynez Road (Winchester Road to Solana Way) INSERT ADDRESS OR DESCRIBE LOCATION OF WORK The CONTRACTOR declares that it knows of no unpaid debts or claims arising out of said Contract which would constitute grounds for any third party to claim a Stop Notice against of any unpaid sums owing to the CONTRACTOR. Further, in connection with the final payment of the Contract, the CONTRACTOR hereby disputes the following amounts: Description Dollar Amount to Dispute Pursuant to Public Contract Code §7100, the CONTRACTOR does hereby fully release and acquit the City of Temecula and all agents and employees of the City, and each of them, from any and all claims, debts, demands, or cause of action which exist or might exist in favor of the CONTRACTOR by reason of payment by the City of Temecula of any contract amount which the CONTRACTOR has not disputed above. CONTRACTOR All Americar,7ks Dated: /5/5— By: Signature / Edward J. Carlson, VP Print Name and Title RELEASE R-1 PW10-14 Final Release & Contractor's Affidavit Item No. 7 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Tom Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve Project Application for the 2015 Active Transportation Program (ATP) Cycle 2 PREPARED BY: Julie Dauer, Sr. Management Analyst RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE APPLICATION FOR THE 2015 ACTIVE TRANSPORTATION PROGRAM (ATP) CYCLE 2 CALL FOR PROJECTS AND THE COMMITMENT OF LOCAL FUNDS BACKGROUND: The Active Transportation Program (ATP) was created by Senate Bill 99 (Chapter 359, Statutes of 2013) and Assembly Bill 101 (Chapter 354, Statutes of 2013) to encourage increased use of active modes of transportation, such as biking and walking. The California Transportation Commission (CTC), in association with an Active Transportation Program Workgroup, worked to develop program guidelines. The workgroup included representatives from Caltrans, other government agencies, and active transportation stakeholder organizations with expertise in pedestrian and bicycle issues, including Safe Routes to School programs. On March 20, 2014 the CTC adopted the Active Transportation Program (ATP) guidelines, which outline the policy, standards, criteria, and procedures for the development, adoption and management of the Active Transportation Program. The goals of the Active Transportation Program are to; increase the proportion of trips accomplished by biking and walking, increase the safety and mobility of non -motorized users, advance the active transportation efforts of regional agencies to achieve greenhouse gas reduction goals, enhance public health, including reduction of childhood obesity, ensure that disadvantaged communities fully share in the benefits of the program and to provide a broad spectrum of projects to benefit many types of active transportation users. On March 26, 2015, a second Call for Projects was made available for the 2015 Active Transportation Program. This second program of projects must be adopted by the Commission by December 2015. Program funding from the Active Transportation Program may be used to fund the development of community wide active transportation plans in disadvantaged communities, including bike, pedestrian, safe routes to schools or comprehensive active transportation plans. Eligible projects include; Infrastructure Projects, Plans, and Non - infrastructure projects. Although the Commission encourages the leveraging of additional funds for a project, matching funds are not required. If an agency chooses to provide match funds, those funds cannot be expended prior to the Commission allocation of ATP funds in the same project phase. Matching funds must be expended concurrently and proportionally to the Active Transportation Program funds. The project selection process is a statewide competitive process and must include the signature of the officer authorized by the applicant's government board and documentation of all other funds committed to the project. Proposed projects will be rated and ranked on the basis of applicant responses to the following criteria: potential for increased walking and bicycling, potential for reducing the rate of pedestrian and bicyclist fatalities and injuries, public participation and planning, cost-effectiveness, improved public health, benefit to disadvantaged communities, use of California Conservation Corps, and the applicant's performance on past grants. Projects will be reviewed and evaluated by the Commission and it is anticipated that projects will be adopted into the statewide program in December 2015. FISCAL IMPACT: The City of Temecula has programmed the Santa Gertrudis Creek Pedestrian/Bicycle Trail Extension and Interconnect within its Five Year Capital Improvement Program for Fiscal Year 2015-2019. Total costs for the environmental and construction phases of work are estimated to be $4,000,530. The City's project application includes a funding request of $3,580,635. If awarded program funding in the amount requested, the City's local match commitment will be $419,895. ATTACHMENT: Resolution RESOLUTION NO. 15- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE APPLICATION FOR THE 2015 ACTIVE TRANSPORTATION PROGRAM (ATP) CYCLE 2 CALL FOR PROJECTS AND THE COMMITMENT OF LOCAL FUNDS THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: WHEREAS, the California Transportation Commission (CTC) has released the 2015 Active Transportation Program Call for Projects including available funding from various federal and state funds appropriated in the annual Budget Act including 100% of the federal Transportation Alternative Program funds, $21 million of federal Highway Safety Improvement Program funds and State Highway Account funds; and WHEREAS, the CTC has adopted program guidelines, instructions, applications, evaluation criteria and project selection processes for the review and approval of project applications for funding consideration; and WHEREAS, the applicant agrees to a commitment of local agency match funds and the timely implementation of the project; and WHEREAS, the applicant, if awarded program funds, will adhere to federal requirements including the National Environmental Protection Act (NEPA); NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Temecula as follows; Section 1. Approves the filing of the project application for the 2015 Active Transportation Program Call for Projects. Section 2. Appoints the Director of Public Works/City Engineer, to conduct all negotiations, execute and submit all documents including, but not limited to, applications, agreements, amendments and payment requests and so on, which may be necessary for the completion of the aforementioned processes. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 15- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk Item No. 8 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve an Agreement with Craftsmen Plumbing Heating & Cooling, Inc., for Plumbing Maintenance Services PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the City Council approve an Agreement with Craftsmen Plumbing Heating & Cooling, Inc., in the amount of $120,000, to provide annual Plumbing Maintenance Services to the City for Fiscal Year 2015-16. BACKGROUND: On March 18, 2015, the Public Works Department Maintenance Division posted on the City of Temecula website a Request for Proposal (RFP) for plumbing maintenance services. The Public Works Department received two proposals. A review panel was formed to provide a fair and thorough evaluation of the two proposals that were submitted. After a thorough evaluation and rating process, it was determined that Craftsmen Plumbing Heating & Cooling, Inc. was the higher ranking firm to provide plumbing maintenance services. As a result, staff is recommending the approval of an agreement with Craftsmen Plumbing Heating & Cooling Inc. for plumbing heating & cooling maintenance services. FISCAL IMPACT: Adequate funds will be requested in the Department of Public Works, Maintenance Division, Fiscal Year 2015-16 Operating Budget. ATTACHMENT: Agreement AGREEMENT FOR MINOR MAINTENANCE SERVICES BETWEEN CITY OF TEMECULA AND CRAFTSMEN PLUMBING HEATING & COOLING, INC. FOR ROUTINE MAINTENANCE SERVICE THIS AGREEMENT is made and effective as of June 9, 2015 between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and Craftsmen Plumbing Heating & Cooling, 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. TERM This Agreement shall commence on July 1, 2015, and shall remain and continue in effect until tasks described herein are completed, but in no event later than June 30, 2016, unless sooner terminated pursuant to the provisions of this Agreement. The City may, upon mutual agreement, extend the contract for four (4) additional one (1) year term(s). In no event shall the contract be extended beyond June 30, 2020 unless sooner terminated pursuant to the provisions of this Agreement. 2. SCOPE OF WORK Contractor shall perform all of the work described in the Scope of Work, attached hereto and incorporated herein as Exhibit A. ("Work"), and shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required for the Work. All of said Work to be performed and materials to be furnished for the Work shall be in strict accordance with the specifications set forth in the Scope of Work, Exhibit A. 3. PAYMENT a. The City agrees to pay Contractor 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 Thousand Dollars ($120,000) for the total term of this agreement unless additional payment is approved as provided in this Agreement. b. Contractor 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. Contractor shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Contractor at the time City's written authorization is given to Contractor for the performance of said services. c. Contractor 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 Contractor's fees, 1 it shall give written notice to Contractor 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, Contractor shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance. 4. PERFORMANCE Contractor shall at all times faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Contractor hereunder in meeting its obligations under this Agreement. 5. CITY APPROVAL All labor, materials, tools, equipment, and services shall be furnished and work performed and completed subject to the approval of City or its authorized representatives. 6. WAIVER OF CLAIMS On or before making final request for payment under Paragraph 3 above, Contractor shall submit to City, in writing, all claims for compensation under or arising out of this Agreement. The acceptance by Contractor of the final payment shall constitute a waiver of all claims against City under or arising out of this Agreement, except those previously made in writing and request for payment. Contractor shall be required to execute an affidavit, release and indemnify Agreement with each claim for payment. 7. PREVAILING WAGES Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 8. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a 2 proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir. ca.gov/Public-Works/PublicWorks. html 9. 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 Contractor at least ten (10) days prior written notice. Upon receipt of said notice, the Contractor 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 Contractor 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 Contractor will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein. 10. DEFAULT OF CONTRACTOR a. The Contractor's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Contractor. If such failure by the Contractor to make progress in the performance of work hereunder arises out of causes beyond the Contractor's control, and without fault or negligence of the Contractor, it shall not be considered a default. b. If the City Manager or his delegate determines that the Contractor is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Contractor with written notice of the default. The Contractor 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 Contractor 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. 11. INDEMNIFICATION The Contractor 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 3 Contractor'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. 12. INSURANCE REQUIREMENTS Contractor 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 Contractor, 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 Contractor 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 Contractor has no employees while performing under this Agreement, worker's compensation insurance is not required, but Contractor shall execute a declaration that it has no employees. b. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1) General Liability: One million ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2) Automobile Liability: One million ($1,000,000) per accident for bodily injury and property damage. 3) Worker's Compensation as required by the State of California; Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease. 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 Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, and the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4 2) For any claims related to this project, the Contractor'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 Contractor'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, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City. 6) If insurance coverage is canceled or, reduced in coverage or in limits the Contractor 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. Contractor 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 Contractor's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. g. By executing this Agreement, Contractor hereby certifies: I am aware of the provision of Section 3700 of the Labor Code which requires every employer to be insured against liability for Workman's Compensation or undertake self- insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Contract. 13. TIME OF THE ESSENCE Time is of the essence in this Agreement. 5 14. INDEPENDENT CONTRACTOR a. Contractor 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 Contractor shall at all times be under Contractor's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents except as set forth in this Agreement. Contractor 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. Contractor 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 Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. 15. LEGAL RESPONSIBILITIES The Contractor 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 Contractor 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 Contractor to comply with this section. 16. CONTRACTOR'S INDEPENDENT INVESTIGATION No plea of ignorance of conditions that exist or that may hereafter exist or of conditions of difficulties that may be encountered in the execution of the work under this Agreement, as a result of failure to make the necessary independent examinations and investigations, and no plea of reliance on initial investigations or reports prepared by City for purposes of letting this Agreement out to proposal will be accepted as an excuse for any failure or omission on the part of the Contractor to fulfill in every detail all requirements of this Agreement. Nor will such reasons be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. 17. CONTRACTOR'S AFFIDAVIT After the completion of the Work contemplated by this Agreement, Contractor shall file an affidavit with the City Manager stating that all workmen and persons employed, all firms supplying materials, and all subcontractors on the Work have been paid in full, and that there are no claims outstanding against the project for either labor or materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or items in connection with a Stop Notice which has been filed under the provisions of the laws of the State of California. 18. 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 Contractor, or Contractor's sub -contractors for this 6 project, during his/her tenure or for one year thereafter. The Contractor 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 Contractor or Contractor's sub -contractors on this project. Contractor further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. 19. BOOKS AND RECORDS Contractor's books, records, and plans or such part thereof as may be engaged in the performance of this Agreement, shall at all reasonable times be subject to inspection and audit by any authorized representative of the City. 20. UTILITY LOCATION City acknowledges its responsibilities with respect to locating utility facilities pursuant to California Government Code Section 4215. 21. REGIONAL NOTIFICATION CENTERS Contractor agrees to contact the appropriate regional notification center in accordance with Government Code Section 4215. 22. DISCRIMINATION Contractor represents that it has not, and agrees that it will not, discriminate in its employment practices on the basis of race, creed, religion, national origin, color, sex, age, or handicap. 23. WRITTEN NOTICE 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 Contractor: City of Temecula Attn: City Manager 41000 Main Street Temecula, CA 92590 Craftsmen Plumbing Heating & Cooling, Inc. Contact Person: Denny McKee 27636 Ynez Rd. Ste. L — 7 # 338 Temecula, CA 92591 7 24. ASSIGNMENT The Contractor 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, Contractor'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 Contractor. 25. LICENSES At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 26. GOVERNING LAW The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this 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. 27. 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. 28. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Contractor warrants and represents that he or she has the authority to execute this Agreement on behalf of the Contractor and has the authority to bind Contractor 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. 8 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA Craftsmen Plumbing Heating & Cooling, 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: Jeff Comerchero, Mayor Denny McKee, President ATTEST: By: By: Randi Johl-Olson, City Clerk APPROVED AS TO FORM: By: Peter M. Thorson, City Attorney CONTRACTOR Laura McKee, Treasurer Craftsmen Plumbing Heating & Cooling, Inc. Contact Person: Denny McKee 27636 Ynez Rd. Temecula, CA 92591 Phone Number: (951) 676-6838 9 Acting PM Initials: Date: (-1''' EXHIBIT "A" SCOPE OF WORK Contractor recognizes and agrees that this Agreement is for the purpose of establishing a contractual relationship between the City of Temecula and the Contractor, for the future repairs, and maintenance of plumbing heating & cooling systems at the various locations upon real and personal property of the City. Work will include maintenance services, and emergency call -out. The procedure for assigning work is set forth as follows: 1. The City Manager or his designee shall submit to Contractor a written "Request for Work". The Request for Work shall include a description of the work to be completed, the time for completion of the work, and the plans and specifications, if any, work. 2. Within five (5) business days of the date of the Request for Work, Contractor shall respond in writing to the Request for Work and advise the General Manager whether it can perform the work and specify the cost of material which will be required and the estimated cost of labor and equipment necessary to complete the work in accordance with the labor and equipment rates set forth in Exhibit "B" to this Agreement. 3. In the event emergency work is required, the City Manager may transmit the Request for Work orally to the Contractor. As soon as practical following the emergency, the Contractor and Director shall in good faith confirm in writing the scope of the emergency work undertaken. 4. Upon acceptance of the Contractor's response by the City Manager, the Contractor shall proceed with the work. The performance of the work shall be pursuant to the terms of this Agreement. 10 EXHIBIT "B" PAYMENT RATES AND SCHEDULE CITY OF TEMECULA PLUMBING MAINTENANCE SERVICES PRICING FEE SHEET FOR PLUMBING MAINTENANCE SERVICE Cost for Plumbing Maintenance Hourly Rate for Master Plumber Hourly Rate for Journeyman Hourly Rate for Hydro Jetting Sewer Lines Hourly Rate for Video Inspections Hourly Rate for Backhoe with Operator Cost for Electrical Service: Hourly Rate for Electrician Hourly Rate for Journeyman Cost for Carpentry Hourly Rate for Carpenter Materials Cost: Mark—up to Discount Availability Regular Business Hour $_ $ per hour $3615- $ per hour $ $ I ZS per hour per hour per hour $ 1 0 __per hour $_II G per hour After Hours $ 1Z7 S° per hour $ 1/:7 per hour $ ?QM per hour IVA per hour $ r1/4-1/Pf per hour $ per hour $ 166- per hour $ I 10 per hour $ /66 per hour 1. Can the Contractor provide 24 -hours "on call emergency coverage? ON) 2. Response time to an emergency call? 1 1106►' 3. Response time for non -emergency request for service? Submission Acknowledgement Contractor Signature 1 hoc✓ Print Name and Title Business Name ( a j1/9 Date q"1"1- EXHIBIT "1-I- 1Nc. 26 11 Item No. 9 Approvals City Attorney Finance Director City Manager Sier- CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve an Agreement with Moore Fence Company, Inc. for Fencing Repair and Maintenance Services PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the City Council approve an Agreement with Moore Fence Company, Inc., in the amount of $100,000, to provide Fencing Repair and Maintenance Services for Fiscal Year 2015-16. BACKGROUND: On March 18, 2015, the Public Works Department Maintenance Division posted on the City of Temecula website a Request for Proposal (RFP) for fencing maintenance services. The Public Works Department received seven proposals. A review panel was formed to provide a fair and thorough evaluation of the seven proposals that were submitted. After a thorough evaluation and rating process, it was determined that Moore Fence Company, was the highest ranking firm to provide fencing repair and maintenance services. As a result, staff is recommending the approval an agreement with Moore Fencing Company Agreement for Fencing Repair and Maintenance Services. FISCAL IMPACT: Adequate funds will be requested in the Department of Public Works, Maintenance Division, Fiscal Year 2015-16 Operating Budget. ATTACHMENT: Agreement AGREEMENT FOR MINOR MAINTENANCE SERVICES BETWEEN CITY OF TEMECULA AND MOORE FENCE COMPANY, INC. FENCING MAINTENANCE SERVICES THIS AGREEMENT is made and effective as of June 9, 2015, between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and Moore Fence Company, Inc., a Sole Proprietor (hereinafter referred to as "Contractor"). 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, 2015, and shall remain and continue in effect until tasks described herein are completed, but in no event later than June 30, 2016, unless sooner terminated pursuant to the provisions of this Agreement. The City may, upon mutual agreement, extend the contract for four (1) additional one (1) year term(s). In no event shall the contract be extended beyond June 30, 2020. 2. SCOPE OF WORK Contractor shall perform all of the work described in the Scope of Work, attached hereto and incorporated herein as Exhibit A. ("Work"), and shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required for the Work. All of said Work to be performed and materials to be furnished for the Work shall be in strict accordance with the specifications set forth in the Scope of Work, Exhibit A. 3. PAYMENT a. The City agrees to pay Contractor 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 Thousand Dollars ($100,000) for the total term of this agreement unless additional payment is approved as provided in this Agreement. b. Contractor 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. Contractor shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Contractor at the time City's written authorization is given to Contractor for the performance of said services. c. Contractor 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 Contractor's fees, 1 it shall give written notice to Contractor 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, Contractor shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance. 4. PERFORMANCE Contractor shall at all times faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Contractor hereunder in meeting its obligations under this Agreement. 5. CITY APPROVAL All labor, materials, tools, equipment, and services shall be furnished and work performed and completed subject to the approval of City or its authorized representatives. 6. WAIVER OF CLAIMS On or before making final request for payment under Paragraph 3 above, Contractor shall submit to City, in writing, all claims for compensation under or arising out of this Agreement. The acceptance by Contractor of the final payment shall constitute a waiver of all claims against City under or arising out of this Agreement, except those previously made in writing and request for payment. Contractor shall be required to execute an affidavit, release and indemnify Agreement with each claim for payment. 7. PREVAILING WAGES Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 8. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a 2 proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir. ca.gov/Public-Works/PublicWorks. html 9. 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 Contractor at least ten (10) days prior written notice. Upon receipt of said notice, the Contractor 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 Contractor 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 Contractor will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein. 10. DEFAULT OF CONTRACTOR a. The Contractor's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Contractor. If such failure by the Contractor to make progress in the performance of work hereunder arises out of causes beyond the Contractor's control, and without fault or negligence of the Contractor, it shall not be considered a default. b. If the City Manager or his delegate determines that the Contractor is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Contractor with written notice of the default. The Contractor 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 Contractor 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. 11. INDEMNIFICATION The Contractor 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 3 Contractor'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. 12. INSURANCE REQUIREMENTS Contractor 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 Contractor, 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 Contractor 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 Contractor has no employees while performing under this Agreement, worker's compensation insurance is not required, but Contractor shall execute a declaration that it has no employees. b. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1) General Liability: One million ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2) Automobile Liability: One million ($1,000,000) per accident for bodily injury and property damage. 3) Worker's Compensation as required by the State of California; Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease. 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 Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, and the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4 2) For any claims related to this project, the Contractor'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 Contractor'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, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City. 6) If insurance coverage is canceled or, reduced in coverage or in limits the Contractor 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. Contractor 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 Contractor's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. g. By executing this Agreement, Contractor hereby certifies: I am aware of the provision of Section 3700 of the Labor Code which requires every employer to be insured against liability for Workman's Compensation or undertake self- insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Contract. 13. TIME OF THE ESSENCE Time is of the essence in this Agreement. 14. INDEPENDENT CONTRACTOR a. Contractor 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 5 of Contractor shall at all times be under Contractor's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents except as set forth in this Agreement. Contractor 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. Contractor 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 Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. 15. LEGAL RESPONSIBILITIES The Contractor 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 Contractor 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 Contractor to comply with this section. 16. CONTRACTOR'S INDEPENDENT INVESTIGATION No plea of ignorance of conditions that exist or that may hereafter exist or of conditions of difficulties that may be encountered in the execution of the work under this Agreement, as a result of failure to make the necessary independent examinations and investigations, and no plea of reliance on initial investigations or reports prepared by City for purposes of letting this Agreement out to proposal will be accepted as an excuse for any failure or omission on the part of the Contractor to fulfill in every detail all requirements of this Agreement. Nor will such reasons be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. 17. CONTRACTOR'S AFFIDAVIT After the completion of the Work contemplated by this Agreement, Contractor shall file an affidavit with the City Manager stating that all workmen and persons employed, all firms supplying materials, and all subcontractors on the Work have been paid in full, and that there are no claims outstanding against the project for either labor or materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or items in connection with a Stop Notice which has been filed under the provisions of the laws of the State of California. 18. 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 Contractor, or Contractor's sub -contractors for this project, during his/her tenure or for one year thereafter. The Contractor 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 6 the Contractor or Contractor's sub -contractors on this project. Contractor further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. 19. BOOKS AND RECORDS Contractor's books, records, and plans or such part thereof as may be engaged in the performance of this Agreement, shall at all reasonable times be subject to inspection and audit by any authorized representative of the City. 20. UTILITY LOCATION City acknowledges its responsibilities with respect to locating utility facilities pursuant to California Government Code Section 4215. 21. REGIONAL NOTIFICATION CENTERS Contractor agrees to contact the appropriate regional notification center in accordance with Government Code Section 4215. 22. DISCRIMINATION Contractor represents that it has not, and agrees that it will not, discriminate in its employment practices on the basis of race, creed, religion, national origin, color, sex, age, or handicap. 23. WRITTEN NOTICE 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 Contractor: 24. ASSIGNMENT City of Temecula Attn: City Manager 41000 Main Street Temecula, CA 92590 Moore Fence Company Contact Person: Scott Moore 280 E. First St. Perris, CA 92570 The Contractor 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, Contractor's sole compensation shall be payment for actual services performed 7 up to, and including, the date of termination or as may be otherwise agreed to in writing between the City Council and the Contractor. 25. LICENSES At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 26. GOVERNING LAW The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this 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. 27. 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. 28. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Contractor warrants and represents that he or she has the authority to execute this Agreement on behalf of the Contractor and has the authority to bind Contractor 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. 8 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA Moore Fence Company, 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: Jeff Comerchero, Mayor Scott Moore, President ATTEST: By: Randi Johl-Olson, City Clerk APPROVED AS TO FORM: By: Peter M. Thorson, City Attorney CONTRACTOR Moore Fence Company, Inc. Contact Person: Scott Moore 280 E. First St. Perris, CA 92570 Phone Number: (951) 718-9777 9 Acting PM Initials: Date: EXHIBIT "A" SCOPE OF WORK Contractor recognizes and agrees that this Agreement is for the purpose of establishing a contractual relationship between the City of Temecula and the Contractor, for the future repairs, and maintenance of fence at the various locations upon real and personal property of the City. Work will include maintenance services, and emergency call -out. The procedure for assigning work is set forth as follows: 1. The City Manager or his designee shall submit to Contractor a written "Request for Work". The Request for Work shall include a description of the work to be completed, the time for completion of the work, and the plans and specifications, if any, work. 2. Within five (5) business days of the date of the Request for Work, Contractor shall respond in writing to the Request for Work and advise the City Manager whether it can perform the work and specify the cost of material which will be required and the estimated cost of labor and equipment necessary to complete the work in accordance with the labor and equipment rates set forth in Exhibit "B" to this Agreement. 3. In the event emergency work is required, the City Manager may transmit the Request for Work orally to the Contractor. As soon as practical following the emergency, the Contractor and Director shall in good faith confirm in writing the scope of the emergency work undertaken. 4. Upon acceptance of the Contractor's response by the City Manager, the Contractor shall proceed with the work. The performance of the work shall be pursuant to the terms of this Agreement. 10 EXHIBIT "B" PAYMENT RATES AND SCHEDULE P v, 6 PRICING FEE SHEET FOR FENCING MAINTENANCE SERVICE PROVIDE FENCING SERVICES, MAINTENANCE, PERNAMENT AND TEMPORARY INSTALLATION AS REQUIRED BY CITY OF TEMECULA Description of Repaire/ServIce Cost Repairs/Service to include fences, gates, chain link abor Rate per Hour: $ 67.18 Emergency after hours rata for Repairs/Service Emergency after hours Labor Rate per Hour: $ 121.00 Installation of New Fence Foremen Rate per Hour $ 70.00 Labor Rate per Hour: $ 67.18 15 * Please see exhibit "A" Percentage Discount off inenufacturer's list price for % for conformation materials The City shall not reimburse awarded Proponent for local travel related expenses; therefore any such costs must be included in the rates set forth in Exhibit C The City will, however, provide reimbursement for reasonable pre -approved travel out of area to include airfare and hotel reimbursement only Proponents submitting expense reimbursement requests to the City shall include on their invoices detailed information including description. date of the expense. business purpose and amount. Travel related expenses (including hotels) shall be reimbursed at direct cost, but not to exceed the Federal per diem rate as established by the U.S. General Services Administration (www.gsa.govicierdiem) plus applicable taxes. Proponent shallattach supporting documents substantiating all expenses such as itemized receipts, paid invoices, or paid credit card statements (if description has sufficient detail). Any requests for travel -related expense reimbursement must be pre -approved by the City and Finance Director. * Please see attached page marked exhibit "A" 11 EXHIBIT "B" Continue 7 Exhibit A A: As Moore Fence Company conducts business with dozens of manufactures and vendors. Each vendor has a different list price aver wholesale cost on their material. One vendor's list price only be 30% over wholesale, the next maybe 100% over our wholesale cost. Moore Fence Company will only mark up materials, a maximum of 15% over our wholesale cost. 12 Item No. 10 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve an Agreement with My Electrician, Inc., for Electrical Repairs and Maintenance Services PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the City Council approve an Agreement with My Electrician, Inc., in the amount of $75,000, to provide annual Electrical Repairs and Maintenance Services for Fiscal Year 2015-16. BACKGROUND: On March 18, 2015, the Public Works Department Maintenance Division posted on the City of Temecula website a Request for Proposal (RFP) for electrical maintenance services. The Public Works Department received seven proposals. A review panel was formed to provide a fair and thorough evaluation of the seven proposals that were submitted. After a thorough evaluation and rating process, it was determined that the My Electrician, Inc., was the highest ranking firm to provide electrical repairs and maintenance services. As a result, staff is recommending the approval of an agreement with My Electrician, Inc., for Electrical Repairs and Maintenance Services. FISCAL IMPACT: Adequate funds will be requested in the Department of Public Works, Maintenance Division Fiscal Year 2015-16 Operating Budget. ATTACHMENT: Agreement AGREEMENT FOR MINOR MAINTENANCE SERVICES BETWEEN CITY OF TEMECULA AND MY ELECTRICIAN, INC. ELECTRICAL MAINTENANCE SERVICES THIS AGREEMENT is made and effective as of June 9, 2015, between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and My Electrician, 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. TERM This Agreement shall commence on July 1, 2015, and shall remain and continue in effect until tasks described herein are completed, but in no event later than June 30, 2016, unless sooner terminated pursuant to the provisions of this Agreement. The City may, upon mutual agreement, extend the contract for four (1) additional one (1) year term(s). In no event shall the contract be extended beyond June 30, 2020. 2. SCOPE OF WORK Contractor shall perform all of the work described in the Scope of Work, attached hereto and incorporated herein as Exhibit A. ("Work"), and shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required for the Work. All of said Work to be performed and materials to be furnished for the Work shall be in strict accordance with the specifications set forth in the Scope of Work, Exhibit A. 3. PAYMENT a. The City agrees to pay Contractor 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 Seventy Five Thousand Dollars ($75,000) for the total term of this agreement unless additional payment is approved as provided in this Agreement. b. Contractor 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. Contractor shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Contractor at the time City's written authorization is given to Contractor for the performance of said services. c. Contractor 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 Contractor's fees, 1 it shall give written notice to Contractor 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, Contractor shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance. 4. PERFORMANCE Contractor shall at all times faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Contractor hereunder in meeting its obligations under this Agreement. 5. CITY APPROVAL All labor, materials, tools, equipment, and services shall be furnished and work performed and completed subject to the approval of City or its authorized representatives. 6. WAIVER OF CLAIMS On or before making final request for payment under Paragraph 3 above, Contractor shall submit to City, in writing, all claims for compensation under or arising out of this Agreement. The acceptance by Contractor of the final payment shall constitute a waiver of all claims against City under or arising out of this Agreement, except those previously made in writing and request for payment. Contractor shall be required to execute an affidavit, release and indemnify Agreement with each claim for payment. 7. PREVAILING WAGES Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 8. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a 2 proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir. ca.gov/Public-Works/PublicWorks. html 9. 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 Contractor at least ten (10) days prior written notice. Upon receipt of said notice, the Contractor 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 Contractor 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 Contractor will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein. 10. DEFAULT OF CONTRACTOR a. The Contractor's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Contractor. If such failure by the Contractor to make progress in the performance of work hereunder arises out of causes beyond the Contractor's control, and without fault or negligence of the Contractor, it shall not be considered a default. b. If the City Manager or his delegate determines that the Contractor is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Contractor with written notice of the default. The Contractor 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 Contractor 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. 11. INDEMNIFICATION The Contractor 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 3 Contractor'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. 12. INSURANCE REQUIREMENTS Contractor 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 Contractor, 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 Contractor 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 Contractor has no employees while performing under this Agreement, worker's compensation insurance is not required, but Contractor shall execute a declaration that it has no employees. b. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1) General Liability: One million ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2) Automobile Liability: One million ($1,000,000) per accident for bodily injury and property damage. 3) Worker's Compensation as required by the State of California; Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease. 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 Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, and the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4 2) For any claims related to this project, the Contractor'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 Contractor'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 Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City. 6) If insurance coverage is canceled or, reduced in coverage or in limits the Contractor 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. Contractor 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 Contractor's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. g. By executing this Agreement, Contractor hereby certifies: I am aware of the provision of Section 3700 of the Labor Code which requires every employer to be insured against liability for Workman's Compensation or undertake self- insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Contract. 13. TIME OF THE ESSENCE Time is of the essence in this Agreement. 5 14. INDEPENDENT CONTRACTOR a. Contractor 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 Contractor shall at all times be under Contractor's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents except as set forth in this Agreement. Contractor 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. Contractor 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 Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. 15. LEGAL RESPONSIBILITIES The Contractor 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 Contractor 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 Contractor to comply with this section. 16. CONTRACTOR'S INDEPENDENT INVESTIGATION No plea of ignorance of conditions that exist or that may hereafter exist or of conditions of difficulties that may be encountered in the execution of the work under this Agreement, as a result of failure to make the necessary independent examinations and investigations, and no plea of reliance on initial investigations or reports prepared by City for purposes of letting this Agreement out to proposal will be accepted as an excuse for any failure or omission on the part of the Contractor to fulfill in every detail all requirements of this Agreement. Nor will such reasons be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. 17. CONTRACTOR'S AFFIDAVIT After the completion of the Work contemplated by this Agreement, Contractor shall file an affidavit with the City Manager stating that all workmen and persons employed, all firms supplying materials, and all subcontractors on the Work have been paid in full, and that there are no claims outstanding against the project for either labor or materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or items in connection with a Stop Notice which has been filed under the provisions of the laws of the State of California. 18. 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 Contractor, or Contractor's sub -contractors for this 6 project, during his/her tenure or for one year thereafter. The Contractor 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 Contractor or Contractor's sub -contractors on this project. Contractor further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. 19. BOOKS AND RECORDS Contractor's books, records, and plans or such part thereof as may be engaged in the performance of this Agreement, shall at all reasonable times be subject to inspection and audit by any authorized representative of the City. 20. UTILITY LOCATION City acknowledges its responsibilities with respect to locating utility facilities pursuant to California Government Code Section 4215. 21. REGIONAL NOTIFICATION CENTERS Contractor agrees to contact the appropriate regional notification center in accordance with Government Code Section 4215. 22. DISCRIMINATION Contractor represents that it has not, and agrees that it will not, discriminate in its employment practices on the basis of race, creed, religion, national origin, color, sex, age, or handicap. 23. WRITTEN NOTICE 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 Contractor: City of Temecula Attn: City Manager 41000 Main Street Temecula, CA 92590 My Electrician, Inc. Contact Person: Brian M. Alston 27315 Jefferson Ave. Suite J-46 Temecula CA, 92590 7 24. ASSIGNMENT The Contractor 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, Contractor'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 Contractor. 25. LICENSES At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 26. GOVERNING LAW The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this 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. 27. 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. 28. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Contractor warrants and represents that he or she has the authority to execute this Agreement on behalf of the Contractor and has the authority to bind Contractor 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. 8 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA MY ELECTRICIAN, 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: Jeff Comerchero, Mayor Brian M. Alston, President ATTEST: By: By: Randi Johl-Olson, City Clerk APPROVED AS TO FORM: By: Peter M. Thorson, City Attorney CONTRACTOR: Celia R. Alston, Secretary My Electrician, Inc. Contact Person: Brian M. Alston 27315 Jefferson Ave. Suite J-46 Temecula, CA 92590 Phone Number: (800) 342-6885 9 Acting PM Initials: Date: c EXHIBIT "A" SCOPE OF WORK Contractor recognizes and agrees that this Agreement is for the purpose of establishing a contractual relationship between the City of Temecula and the Contractor, for the future electrical repairs, and maintenance services at the various locations upon real and personal property of the City. Work will include maintenance services, and emergency call -out. The procedure for assigning work is set forth as follows: 1. The City Manager or his designee shall submit to Contractor a written "Request for Work". The Request for Work shall include a description of the work to be completed, the time for completion of the work, and the plans and specifications, if any, work. 2. Within five (5) business days of the date of the Request for Work, Contractor shall respond in writing to the Request for Work and advise the City Manager whether it can perform the work and specify the cost of material which will be required and the estimated cost of labor and equipment necessary to complete the work in accordance with the labor and equipment rates set forth in Exhibit "B" to this Agreement. 3. In the event emergency work is required, the City Manager may transmit the Request for Work orally to the Contractor. As soon as practical following the emergency, the Contractor and Director shall in good faith confirm in writing the scope of the emergency work undertaken. 4. Upon acceptance of the Contractor's response by the City Manager, the Contractor shall proceed with the work. The performance of the work shall be pursuant to the terms of this Agreement. 10 EXHIBIT "B" PAYMENT RATES AND SCHEDULE CITY OF TEMECULA ELECTRICAL MAINTENANCE SERVICES PRICING FEE SHEET FOR ELECTRICAL MAINTENANCE SERVICE Rates Regular Hourly Rates Monday -Friday (8am to 5pm) ' ° per hour After Hours Rate Monday -- Friday per hour Weekend Rate I per hour Holiday Rate I ,•C% per hour Markup of materials above vendor cost t �% Other fees or charges Hourly rate above shall include charges for apprentices andtor laborers accompanying Licensed Electrician or Journeyman on City of Temecula maintenance calls. Availability 1. Can the Contractor provide 24 -hours "on call emergency coverage? 61N) 2. Response time to an emergency call? 3. Response time for non -emergency request for service? Submission Acknowledgement Contractor Signature Print Name and Title Business Name Date ,/ 26 11 Item No. 11 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve an Agreement with Pacific Hydroblasting, Inc., for Painting Maintenance Services PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the City Council approve an Agreement with Pacific Hydroblasting, Inc., in the amount of $75,000, to provide annual Painting Maintenance Services for Fiscal Year 2015-16. BACKGROUND: On March 18, 2015, the Public Works Department Maintenance Division posted on the City of Temecula website a Request for Proposal (RFP) for painting maintenance services. The Public Works Department received six proposals. A review panel was formed to provide a fair and thorough evaluation of the six proposals that were submitted. After a thorough evaluation and rating process, it was determined that the Pacific Hydroblasting, Inc. was the highest ranking firm to provide painting maintenance services. As a result, staff is recommending the approval of an agreement with Pacific Hydroblasting, Inc. for Painting Maintenance Services. FISCAL IMPACT: Adequate funds will be requested in the Department of Public Works, Maintenance Division Fiscal Year 2015-16 Operating Budget. ATTACHMENT: Agreement AGREEMENT FOR MINOR MAINTENANCE SERVICES BETWEEN CITY OF TEMECULA AND PACIFIC HYDROBLASTING, INC. PAINTING MAINTENANCE SERVICES THIS AGREEMENT is made and effective as of June 9, 2015, between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and Pacific Hydroblasting, 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. TERM This Agreement shall commence on July 1, 2015, and shall remain and continue in effect until tasks described herein are completed, but in no event later than June 30, 2016, unless sooner terminated pursuant to the provisions of this Agreement. The City may, upon mutual agreement, extend the contract for four (1) additional one (1) year term(s). In no event shall the contract be extended beyond June 30, 2020. 2. SCOPE OF WORK Contractor shall perform all of the work described in the Scope of Work, attached hereto and incorporated herein as Exhibit A. ("Work"), and shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required for the Work. All of said Work to be performed and materials to be furnished for the Work shall be in strict accordance with the specifications set forth in the Scope of Work, Exhibit A. 3. PAYMENT a. The City agrees to pay Contractor 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 Seventy Five Thousand Dollars ($75,000) for the total term of this agreement unless additional payment is approved as provided in this Agreement. b. Contractor 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. Contractor shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Contractor at the time City's written authorization is given to Contractor for the performance of said services. c. Contractor 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 Contractor's fees, it shall give written notice to Contractor 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, 1 Contractor shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance. 4. PERFORMANCE Contractor shall at all times faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Contractor hereunder in meeting its obligations under this Agreement. 5. CITY APPROVAL All labor, materials, tools, equipment, and services shall be furnished and work performed and completed subject to the approval of City or its authorized representatives. 6. WAIVER OF CLAIMS On or before making final request for payment under Paragraph 3 above, Contractor shall submit to City, in writing, all claims for compensation under or arising out of this Agreement. The acceptance by Contractor of the final payment shall constitute a waiver of all claims against City under or arising out of this Agreement, except those previously made in writing and request for payment. Contractor shall be required to execute an affidavit, release and indemnify Agreement with each claim for payment. 7. PREVAILING WAGES Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.qov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 8. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any 2 contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir. ca.gov/Public-Works/PublicWorks. html 9. 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 Contractor at least ten (10) days prior written notice. Upon receipt of said notice, the Contractor 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 Contractor 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 Contractor will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein. 10. DEFAULT OF CONTRACTOR a. The Contractor's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Contractor. If such failure by the Contractor to make progress in the performance of work hereunder arises out of causes beyond the Contractor's control, and without fault or negligence of the Contractor, it shall not be considered a default. b. If the City Manager or his delegate determines that the Contractor is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Contractor with written notice of the default. The Contractor 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 Contractor 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. 11. INDEMNIFICATION The Contractor 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 Contractor'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 3 negligence of the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency. 12. INSURANCE REQUIREMENTS Contractor 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 Contractor, 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 Contractor 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 Contractor has no employees while performing under this Agreement, worker's compensation insurance is not required, but Contractor shall execute a declaration that it has no employees. b. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1) General Liability: One million ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2) Automobile Liability: One million ($1,000,000) per accident for bodily injury and property damage. 3) Worker's Compensation as required by the State of California; Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease. 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 Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, and the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4 2) For any claims related to this project, the Contractor'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 Contractor'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, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City. 6) If insurance coverage is canceled or, reduced in coverage or in limits the Contractor 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. Contractor 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 Contractor's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. g. By executing this Agreement, Contractor hereby certifies: I am aware of the provision of Section 3700 of the Labor Code which requires every employer to be insured against liability for Workman's Compensation or undertake self- insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Contract. 13. TIME OF THE ESSENCE Time is of the essence in this Agreement. 5 14. INDEPENDENT CONTRACTOR a. Contractor 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 Contractor shall at all times be under Contractor's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents except as set forth in this Agreement. Contractor 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. Contractor 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 Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. 15. LEGAL RESPONSIBILITIES The Contractor 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 Contractor 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 Contractor to comply with this section. 16. CONTRACTOR'S INDEPENDENT INVESTIGATION No plea of ignorance of conditions that exist or that may hereafter exist or of conditions of difficulties that may be encountered in the execution of the work under this Agreement, as a result of failure to make the necessary independent examinations and investigations, and no plea of reliance on initial investigations or reports prepared by City for purposes of letting this Agreement out to proposal will be accepted as an excuse for any failure or omission on the part of the Contractor to fulfill in every detail all requirements of this Agreement. Nor will such reasons be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. 17. CONTRACTOR'S AFFIDAVIT After the completion of the Work contemplated by this Agreement, Contractor shall file an affidavit with the City Manager stating that all workmen and persons employed, all firms supplying materials, and all subcontractors on the Work have been paid in full, and that there are no claims outstanding against the project for either labor or materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or items in connection with a Stop Notice which has been filed under the provisions of the laws of the State of California. 18. 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 Contractor, or Contractor's sub -contractors for this 6 project, during his/her tenure or for one year thereafter. The Contractor 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 Contractor or Contractor's sub -contractors on this project. Contractor further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. 19. BOOKS AND RECORDS Contractor's books, records, and plans or such part thereof as may be engaged in the performance of this Agreement, shall at all reasonable times be subject to inspection and audit by any authorized representative of the City. 20. UTILITY LOCATION City acknowledges its responsibilities with respect to locating utility facilities pursuant to California Government Code Section 4215. 21. REGIONAL NOTIFICATION CENTERS Contractor agrees to contact the appropriate regional notification center in accordance with Government Code Section 4215. 22. DISCRIMINATION Contractor represents that it has not, and agrees that it will not, discriminate in its employment practices on the basis of race, creed, religion, national origin, color, sex, age, or handicap. 23. WRITTEN NOTICE 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 Contractor: City of Temecula Attn: City Manager 41000 Main Street Temecula, CA 92590 Pacific Hydroblasting, Inc. Contact Person: Glen Probasco 27475 Ynez Rd. # 117 Temecula, CA 92591 7 24. ASSIGNMENT The Contractor 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, Contractor'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 Contractor. 25. LICENSES At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 26. GOVERNING LAW The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this 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. 27. 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. 28. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Contractor warrants and represents that he or she has the authority to execute this Agreement on behalf of the Contractor and has the authority to bind Contractor 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. 8 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA PACIFIC HYDROBLASTING, 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: Jeff Comerchero, Mayor Glen A. Probasco, President/CFO ATTEST: By: Randi Johl-Olson, City Clerk APPROVED AS TO FORM: By: Peter M. Thorson, City Attorney CONTRACTOR Pacific Hydroblasting, Inc. Contact Person: Glen A. Probasco 27475 Ynez Rd. Temecula, CA 92591 Phone Number: (951) 514-9258 Fax Number: (951) 296-0891 sprobasco@pachb.com 9 Acting PM Initials: Date: EXHIBIT "A" SCOPE OF WORK Contractor recognizes and agrees that this Agreement is for the purpose of establishing a contractual relationship between the City of Temecula and the Contractor, for the future painting services at the various locations upon real and personal property of the City. Work will include maintenance services, and emergency call -out. The procedure for assigning work is set forth as follows: 1. The City Manager or his designee shall submit to Contractor a written "Request for Work". The Request for Work shall include a description of the work to be completed, the time for completion of the work, and the plans and specifications, if any, work. 2. Within five (5) business days of the date of the Request for Work, Contractor shall respond in writing to the Request for Work and advise the City Manager whether it can perform the work and specify the cost of material which will be required and the estimated cost of labor and equipment necessary to complete the work in accordance with the labor and equipment rates set forth in Exhibit "B" to this Agreement. 3. In the event emergency work is required, the City Manager may transmit the Request for Work orally to the Contractor. As soon as practical following the emergency, the Contractor and Director shall in good faith confirm in writing the scope of the emergency work undertaken. 4. Upon acceptance of the Contractor's response by the City Manager, the Contractor shall proceed with the work. The performance of the work shall be pursuant to the terms of this Agreement. 10 EXHIBIT "B" PAYMENT RATES AND SCHEDULE IX. PRIC'iNG FEE SHEET PACHB COATING & LINING CITY OF TEMECULA PAINTING MAINTENANCE SERVICES PRICING FEE SHEET FOR PAINTING MAINTENANCE SERVICE Rates Regular Hourly Rates Monday -Friday (8am to 5pm) 367.00 per hour , per man After Hours Rate Monday — Friday $67.00 per hour, per man Weekend Rate $89.00 per hour , per man Holiday Rate $115.00 per hour, per man Markup of materials above vendor cost 20 ok Other fees or charges : Cost + markup 30% Availability 1. Can the Contractor provide 24 -hours "on call emergency coverage? (Y/N) Y 2. Response time to an emergency call? Immediate; within one (1) hour. 3. Response time for non -emergency request for service? 24-48 hours. Submission Acknowledgement Contractor Signature Print Name and Title Glen A. Probasco, President Business Name Pacific Hydroblasting Inc DBA PacHB Coating & Lining Date April 6, 2015 +44; 11 Item No. 12 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Receive Temporary Street Closure for Star Spangled Concert in the Park — June 14, 2015 PREPARED BY: Mayra De La Torre, Senior Engineer Steve Charette, Associate Engineer RECOMMENDATION: That the City Council receive and file the following proposed action by the City Manager: Temporarily close certain streets for the following Special Event: STAR SPANGLED CONCERT IN THE PARK BACKGROUND: The Star Spangled Concert in the Park special event scheduled for Sunday, June 14, 2015, necessitates the physical closure of all or portions of certain streets within the Old Town area. The closures are necessary to facilitate the event and to protect participants and viewers. The Star Spangled Concert will be held at the Town Square. The Valley Winds Orchestra will present a patriotic themed concert with vocals performed by the Mellowtones. The street closures are scheduled as follows: Main Street from the easterly driveway edge of 28636 Old Town Front Street at Rosa's Cantina to Mercedes Street 12:00 p.m. to 7:00 p.m. Sunday, June 14, 2015 Mercedes Street between Fourth Street and Third Street 12:00 p.m. to 7:00 p.m. Sunday, June 14' 2015 The street closure location for the Star Spangled Concert event is shown on Exhibit "A" attached hereto. Mercedes Street traffic for these events will be detoured via Third and Fourth Streets. The Old Town Parking Garage will be open with ample free parking available to the public during the event. Street closures are allowed by the California Vehicle Code upon approval by the local governing body for certain conditions. Under Vehicle Code Section 21101, "Regulation of Highways", local authorities, for those highways under their jurisdiction, may adopt rules and regulations by ordinance or resolution for, among other instances, "temporary closing a portion of any street for celebrations, parades, local special events, and other purposes, when, in the opinion of local authorities having jurisdiction, the closing is necessary for the safety and protection of persons who are to use that portion of the street during the temporary closing." Chapter 12.12 of the Temecula Municipal Code, Parades and Special Events, provides standards and procedures for special events on public streets, highways, sidewalks, or public right of way and authorizes the City Council or City Manager to temporarily close streets, or portions of streets, for these special events. FISCAL IMPACT: The costs of police services, as well as services provided by the City Public Works Maintenance Division (for providing, placing and retrieving of necessary warning and advisory devices), are appropriately budgeted within the City's operating budget. ATTACHMENT: Exhibit "A" - Star Spangled Concert Site Plan l STAR SPLA NGL ED CONCERT IN THE PARK (MAIN STREET AND MERCEDES STREET) SUNDAY, JUNE /4 TH, 20/5 LEGEND STREET CLOSURE BARRICADE EXHIBIT 'A' TEMECULA COMMUNITY SERVICES DISTRICT CONSENT CALENDAR Item No. 13 ACTION MINUTES May 26, 2015 City Council Chambers, 41000 Main Street, Temecula, California TEMECULA COMMUNITY SERVICES DISTRICT MEETING The Temecula Community Services District Meeting convened at 7:12 P.M. CALL TO ORDER: President Maryann Edwards ROLL CALL: DIRECTORS: Comerchero, McCracken, Naggar, Rahn, Edwards CSD PUBLIC COMMENTS (None) CSD CONSENT CALENDAR 5 Approve the Action Minutes of May 12, 2015 — Approved Staff Recommendation (5-0) Director Comerchero made the motion; it was seconded by Director Rahn; and electronic vote reflected approval by Directors Comerchero, McCracken, Naggar, Rahn and Edwards. RECOMMENDATION: 5.1 That the Board of Directors approve the action minutes of May 12, 2015. 6 Approve Annual Agreements/Amendments for Services for Various Community Services Department Events, Classes, Programs, and Activities for Fiscal Year 2015-16 — Approved Staff Recommendation (5-0) Director Comerchero made the motion; it was seconded by Director Rahn; and electronic vote reflected approval by Directors Comerchero, McCracken, Naggar, Rahn and Edwards. RECOMMENDATION: 6.1 That the Board of Directors approve the annual agreements/amendments for services for various Community Services Department events, classes, programs and activities for Fiscal Year 2015-16. 7 Approve the Second Amendment to the Purchase and Installation Agreement with Pacific Play Systems Inc. for the Special Needs Playground, PW12-02 - Approved Staff Recommendation (5-0) Director Comerchero made the motion; it was seconded by Director Rahn; and electronic vote reflected approval by Directors Comerchero, McCracken, Naggar, Rahn and Edwards. CSD Action Minutes 052615 1 RECOMMENDATION: 7.1 Approve the Second Amendment to the Purchase and Installation Agreement with Pacific Play Systems Inc., in the amount of $9,000, to increase the contingency amount and extend the term for one year until December 31, 2015; 7.2 Increase the General Manager's authority to approve extra work authorizations by $9,000. CSD DIRECTOR OF COMMUNITY SERVICES REPORT CSD GENERAL MANAGER REPORT CSD BOARD OF DIRECTORS REPORTS CSD ADJOURNMENT At 7:18 P.M., the Community Services District was formally adjourned to Wednesday, May 27, 2015, at 8:30 A.M. for the purpose of a Budget Workshop, Civic Center — Conference Center, 41000 Main Street, Temecula, California. Next regular meeting: Tuesday, June 9, 2015, at 5:30 P.M., for a Closed Session, with regular session commencing at 7:00 P.M., City Council Chambers, 41000 Main Street, Temecula, California. Maryann Edwards, Chair ATTEST: Randi Johl-Olson, City Clerk/Secretary [SEAL] CSD Action Minutes 052615 2 Item No. 14 Approvals City Attorney Finance Director City Manager -.! TEMECULA COMMUNITY SERVICES DISTRICT AGENDA REPORT TO: Executive Manager/Board of Directors FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve the Amendments to Annual Agreements for Various Maintenance Services Related to Park Restrooms Janitorial and City Wide Tree Trimming Services for Fiscal Year 2015-16 PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the Board of Directors approve the following Amendments to Annual Agreements, in the amounts stated, for Park Restrooms Janitorial Service and City Wide Tree Trimming Services for Fiscal Year 2015-16. General Maintenance Services Environmental Cleaning Solutions and Facility Management, LLC Fourth Amendment $65,412 West Coast Arborists, Inc. Third Amendment $300,000 BACKGROUND: The Board of Directors previously approved agreements with the above listed firms to provide Park Restrooms Maintenance Services and City Wide Tree Trimming Services. The original agreements allow for term extensions for continued services. Each of the firms has responded in a timely manner when requested, provided an economical means of completing the necessary work and performed satisfactorily. Therefore, staff is recommending contract extensions for each vendor. FISCAL IMPACT: Adequate funds will be requested in the Department of Public Works, Maintenance Division Fiscal Year 2015-16 Operating Budget ATTACHMENTS: 1. Fourth Amendment to Agreement with Environmental Cleaning Solutions and Facility Management, LLC 2. Third Amendment to Agreement with West Coast Arborists, Inc. FOURTH AMENDMENT TO AGREEMENT BETWEEN TEMECULA COMMUNITY SERVICES DISTRICT AND ENVIRONMENTAL CLEANING SOLUTIONS AND FACILITY MANAGEMENT, LLC. PARK RESTROOMS AND PICNIC SHELTERS JANITORIAL SERVICES THIS FOURTH AMENDMENT is made and entered into as of June 9, 2015 by and between the Temecula Community Services District, a community services district (hereinafter referred to as "City"), and Environmental Cleaning Solutions and Facility Management, LLC. a Limited Liability Company (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 14, 2011, the City and Contractor entered into that certain Agreement entitled "Agreement for Park Restrooms and Picnic Shelters Janitorial Services," in the amount of $83,180. b. On May 8, 2012, the City and Contractor entered into the First Amendment to that certain Agreement entitled "Agreement for Park Restrooms and Picnic Shelters Janitorial Services," to add scope of work, extend the term of the agreement to June 30, 2013, increase the payment in the amount of $78,180. c. On May 22, 2013, the City and Contractor entered into the Second Amendment to that certain Agreement entitled "Agreement for Park Restrooms and Picnic Shelters Janitorial Services," to add scope of work, extend the term of the agreement to June 30, 2014, increase the payment in the amount of $78,180. d. On May 27, 2014, the City and Contractor entered into the Third Amendment to that certain Agreement entitled "Agreement for Park Restrooms and Picnic Shelters Janitorial Services," to add scope of work, extend the term of the agreement to June 30, 2015, increase the payment in the amount of $78,180. e. The parties now desire to add scope of work, extend the term of the agreement to June 30, 2016, and increase the payment in the amount of $65,412 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, 2016 unless sooner terminated pursuant to the provisions of this Agreement. 3. 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, 1 other than the payment rates and schedule of payment, are null and void. The Fourth Amendment amount shall not exceed Sixty Five Thousand Four Hundred Twelve Dollars ($65,412), for additional Park Restrooms and Picnic Shelters Janitorial Services for a total Agreement amount of Three Hundred Eighty Three Thousand One Hundred Thirty Two Dollars ($383,132). 4. Exhibit "B" to the Agreement is hereby amended 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. 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 Agreement to be executed the day and year first above written. TEMECULA COMMUNITY SERVICES ENVIRONMENTAL CLEANING SOLUTIONS AND DISTRICT FACILITY MANAGEMENT, LLC (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, TCSD Chair Dan R. Yasui, President CEO ATTEST: By: By: Randi Johl-Olson, City Jean Yasui, Treasurer Clerk/Secretary APPROVED AS TO FORM: By: Peter M. Thorson, City CONTRACTOR Attorney/General Counsel Environmental Cleaning Solutions and Facility Management, LLC. Contact Person: Dan R. Yasui P.O. Box 9495 Newport Beach, CA 92658 Phone Number: (714) 237-9645 3 Acting PM Initials: Date: e ATTACHMENT A Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. PAYMENT RATES AND SCHEDULE PRICING SHEET PARK NAME / RESTROOM LOCATION ADDRESS PRICE PER MONTH PRICE PER YEAR *Paloma Del Sol Park 32099 De Portola Road $186.00 $2,232.00 *Margarita Community Park 29119 Margarita Road $186.00 $2,232.00 *Pala Community Park 44900 Temecula Lane $186.00 $2,232.00 *Ronald Reagan Sports Park (Rancho Vista Field) 30875 Rancho Vista Road $186.00 $2,232.00 *Temecula Skate Park (At Ronald Reagan Sports Park) 42569 Margarita Road $186.00 $2,232.00 *North/South Field (At Ronald Reagan Sports Park) 42775 Margarita Road $186.00 $2,232.00 *Temeku Hills Park ( Snack Bar Restroom) 31367 La Serena $186.00 $2,232.00 *Harveston Community Park (Community Room) 28582 Harveston Drive $186.00 $2,232.00 *Harveston Community Park (Snack Bar) 28582 Harveston Drive $186.00 $2,232.00 *Patricia H. Birdsall Sport Park (Snack Bar Restroom) 31621 Deer Hollow $186.00 $2,232.00 *Patricia H. Birdsall Sport Park (Play Ground Restroom) 31621 Deer Hollow $186.00 $2,232.00 Temecula Duck Pond 28250 Ynez Road $186.00 $2,232.00 Winchester Creek Park 39950 Margarita Road $186.00 $2,232.00 Sam Hicks Monument Park 41970 Moreno Road $186.00 $2,232.00 Meadows Park 43110 Meadows Parkway $186.00 $2,232.00 Pauba Ridge Park 33405 Pauba Road $186.00 $2,232.00 Crowne Hill Park 33203 Old Kent Road $186.00 $2,232.00 TVHS Tennis Courts 31555 Rancho Vista Rd. $186.00 $2,232.00 Temecula Elementary School Pool Restroom 41951 Moraga Road $186.00 $2,232.00 4 Harveston Lake Park (Boat House Restroom) 29005 Lake House Road $186.00 $2,232.00 Harveston Lake Park (Playground Restroom) 29005 Lake House Road $186.00 $2,232.00 Kent Hintergardt Memorial Park 31465 Via Cordoba $186.00 $2,232.00 6`h Street Parking Pot Restroom 41952 Sixth Street $186.00 $2,232.00 Wolf Creek Park 45898 Wolf Creek Drive North $186.00 $2,232.00 SUBTOTAL A $4,836.00 $58,032.00 *Community/Sports Park (10:OOPM — 6:OOAM) Contractor's Signature 5 GAZEBO/PICNIC SHELTER MAINTENANCE ADDRESS PRICE PER MONTH PRICE PER YEAR Sam Hicks Monument Park (1 Shelter) 41970 Moreno Road $25.00 $300.00 Harveston Community Park (one (1) large shelters) 28582 Harveston Drive $70.00 $840.00 Harveston Lake Park Playground (2.5 shelters) 29005 Lake House Road $50.00 $600.00 Harveston Lake Park Wedding Gazebo (lshelter) 29005 Lake House Road $25.00 $300.00 Winchester Creek Park (2 Shelters) 39950 Margarita Road $50.00 $600.00 Ronald Reagan Sports Park (1 Shelter) 41569 Margarita Road $25.00 $300.00 Meadows Park (2 Shelters) 43110 Meadows Parkway $50.00 $600.00 Pauba Ridge Park (2 Shelters) 33405 Pauba Road $50.00 $600.00 Crowne Hill Park (1 Shelter) 33203 Old Kent Road $25.00 $300.00 Pala Community Park (3 Shelters) 44900 Temecula Lane $70.00 $840.00 Margarita Community Park (2 Shelters) 29119 Margarita Road $50.00 $600.00 Temecula Duck Pond (1 Shelter) 28250 Rancho California Road $25.00 $300.00 Temeku Hills Park (1 Shelter) 31367 La Serena Way $25.00 $300.00 Patricia H. Birdsall Sport Park (1 Shelter at Snack Bar) 31621 Deer Hollow Way $50.00 $600.00 Wolf Creek Park (1 Shelter) 45898 Wolf Creek Drive North $25.00 $300.00 SUBTOTAL B RESTROOM MAINTENANCE AND GRAND TOTAL (Subtotal A+B) $5,451.00 $65,412.00 GAZEBO/PICNIC SHELTER MAINTENANCE 6 ADDITIONAL SERVICE ITEMS DESCRIPTION SCOPE OF WORK PRICE PER MONTH PRICE PER YEAR Maintain an additional park restroom, which will include men and women areas, totaling approximately 500 S.F. to 900 S.F. May be added to contract as new facilities are constructed. More than one restroom building may be added during contract term. Maintain per above Specifications/Scope of Work, Exhibit A above. $186.00 $2,232.00 Provide Supplemental Restroom Maintenance Services for Special Events. Provide Staff to clean and stock park restroom facility (both men and women restrooms) hourly rate. Per Exhibit "A" Daily Requirements. $25.00 Provide General Janitorial Maintenance Services Provide Specified general janitorial maintenance services, such as cleaning office areas, kitchens, office or recreation building restrooms, hallways, multipurpose rooms, etc. $25.00 Contractor's Signature 7 THIRD AMENDMENT TO AGREEMENT BETWEEN TEMECULA COMMUNITY SERVICES DISTRICT AND WEST COAST ARBORISTS, INC. TREE TRIMMING AND MAINTENANCE SERVICES THIS THIRD AMENDMENT is made and entered into as of June 9, 2015 by and between the Temecula Community Services District, a community services district (hereinafter referred to as "City"), and West Coast Arborists, 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 12, 2011, the City and Contractor entered into that certain Agreement entitled "Agreement for Tree Trimming and Maintenance Services," in the amount of $870,000. b. On May 28, 2013, the City and Contractor entered into the First Amendment to that certain Agreement entitled "Agreement for Tree Trimming and Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2014, increase the payment in the amount of $435,000. c. On May 27, 2014, the City and Contractor entered into the Second Amendment to that certain Agreement entitled "Agreement for Tree Trimming and Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2015, increase the payment in the amount of $435,000. d. The parties now desire to add scope of work, extend the term of the agreement to June 30, 2016, increase the payment in the amount of $300,000, 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, 2016 unless sooner terminated pursuant to the provisions of this Agreement. 3. 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 Third Amendment amount shall not exceed Three Hundred Thousand Dollars ($300,000), for additional tree trimming and maintenance services for a total Agreement amount of Two Million Forty Thousand Dollars ($2,040,000). 1 4. Section 7 of the Agreement entitled "Prevailing Wage" is hereby amended to read as follows: Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.qov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 5. Section 27 of the Agreement entitled "AUTHORITY TO EXECUTE THIS AGREEMENT" is hereby added to read as follows: Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir.ca.gov/Public-Works/PublicWorks.html 6. Exhibit "B" to the Agreement is hereby amended 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. 7. 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. TEMECULA COMMUNITY SERVICES WEST COAST ARBORISTS, 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: Maryann Edwards, TCSD Chair Patrick Mahoney, President ATTEST: By: By: Randi Johl-Olson, City Richard Mahoney, Assistant Secretary Clerk/Secretary APPROVED AS TO FORM: By: Peter M. Thorson, City CONTRACTOR Attorney/General Counsel West Coast Arborists, Inc. Contact Person: Patrick Mahoney 2200 E. Via Burton St. Anaheim CA, 92806 Phone Number: (714) 991-1900 Fax Number: (714) 956-3745 3 Acting PM Initials: Date: ATTACHMENT A Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. 4 ATTACHMENT A Attached hereto and incorporated herein is associated cost as provided by the Contractor. EXHIBIT "B" PAYMENT RATES AND SCHEDULE CITYWIDE TREE MAINTENANCE SERVICES Based on Approximately 15,000 Trees in Various Locations throughout the City of Temecula SERVICE . •. UNIT PRICE .. UNIT DESCRIPTIOI STREET TREE TRIMMING -CLEARANCE TRIM $ 19.00 EACH STREET TREE AESTHETIC TRIMMING - FULL TRI $ 49,00 EACH SLOPE TREE AESTHETIC TRIMMING -AERIAL UNI $ 69.00 EACH SLOPE TREE AESTHETIC TRIMMING -CLIMBER $ 70.00 EACH PALM TREE TRIMMING $ 49.00 EACH COMPLETE TREE & STUMP REMOVAL $ 19.00 DIAMETER INCH COMPLETE TREE REMOVAL ONLY 514.00 DIAMETER INCH STUMP REMOVAL $ 5.00. DIAMETER INCH ROOT PRUNING WITHOUT ROOT BARRIER $ 49.00 EACH ROOT PRUNING WITH ROOT BARRIER $99.00 EACH {10' x 18' DEEP ROOT OR EQUIVALENT) TREE PLANTING: 15 GAL. W/ROOT BARRIER $ 125.00 EACH 15 GAL. W/O ROOT BARRIER $ 105.00 EACH 24 INCH BOX WIROOT BARRIER $ 226.00 EACH 24 INCH BOX W/O ROOT BARRIER $ 200.00 EACH TREE WATERING $ 379.00 DAY CREW RENTAL- 3 MEN, AERIAL UNIT, DUMP $135:00 HOUR TRUCK & CHIPPER CREW RENTAL - 2 MEN, AERIAL UNIT, DUMP $ 90.00 HOUR TRUCK & CHIPPER CREW RENTAL - 1 MEN $ 46.00 HOUR EMERGENCY WORK CALL OUT - 3 MEN $210.00 HOUR INCLUDING ALL NECESSARY EQUIPMENT, DISPOSAL FEES, & ZERO MATERIAL MARK - UP 7 Contractor's Signature 15 4 5 Item No. 15 Approvals City Attorney Finance Director City Manager TEMECULA COMMUNITY SERVICES DISTRICT AGENDA REPORT TO: Executive Director/Board of Directors FROM: Thomas W. Garcia, Director of Public Works/City Engineer DATE: June 9, 2015 SUBJECT: Approve the Fifth Amendment to the Agreement with Excel Landscape, Inc., for Landscape Maintenance Services for Fiscal Year 2015-16 PREPARED BY: Jerzy Kanigowski, Facility Services Manager RECOMMENDATION: That the Board of Directors: 1. Approve the Fifth Amendment to the Agreement with Excel Landscape, Inc., in the amount of $2,256,363.80, to provide continued landscape maintenance services, and the addition of new and supplemental landscape maintenance service areas, for Fiscal Year 2015-16; 2. Authorize the Executive Director to approve additional work, not to exceed the contingency amount of $338,454.57 which is equal to 15% of the amendment amount. BACKGROUND: The Temecula Community Services Department (TCSD) released a Request for Proposal (RFP) to provide landscape maintenance services on March 22, 2010. A three-year contract, with the option of three one-year extensions, was awarded to Excel Landscape, Inc. in the amount of $2,121,224, plus $212,122.40 which is equal to 10% contingency. The First Amendment was approved on June 14, 2011, which extended the term of the Agreement and increased the payment for additional services in the amount of $2,147,624, plus $214,762.40 which is equal to 10% contingency. The Second Amendment was approved on June 12, 2012, which extended the term of the Agreement and increased the payment for additional services in the amount of $2,182,123.49, plus $218,212.35 which is equal to 10% contingency. The Third Amendment was approved on June 11, 2013, which extended the term of the Agreement and increased the payment for additional services in the amount of $2,231,631.80, plus $223,163.18 which is equal to 10% contingency. The Fourth Amendment was approved on June 10, 2014, which extended the term of the Agreement and increased the payment for additional services in the amount of $2,256,363.80 plus $225,636.38, which is equal to 10% contingency. Staff recommends approval of the Fifth Amendment to provide additional landscape maintenance services for Fiscal Year 2015-16 in the amount of $2,256,363.80, with a contingency of $338,454.57. FISCAL IMPACT: With approval of this Fifth Amendment, the resulting agreement amount will be $13,194,187.18, plus a contingency of $1,432,237.20, for a total agreement in the amount of $14,626,424.38. Adequate funds will be requested in the Department of Public Works, Maintenance Division Fiscal Year 2015-16 Operating Budget. ATTACHMENT: Fifth Amendment with Excel Landscape, Inc. FIFTH AMENDMENT TO AGREEMENT BETWEEN TEMECULA COMMUNITY SERVICES DISTRICT AND EXCEL LANDSCAPE, INC LANDSCAPE MAINTENANCE SERVICES THIS FIFTH AMENDMENT is made and entered into as of June 9, 2015 by and between the Temecula Community Services District, a community services district (hereinafter referred to as "City"), and Excel Landscape, 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 June 22, 2010, the City and Contractor entered into that certain Agreement entitled "Agreement for Landscape Maintenance Services," in the amount of $2,121,224, plus contingency in the amount of $212,122.40. b. On June 14, 2011, the City and Contractor entered into the First Amendment to that certain Agreement entitled "Agreement for Landscape Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2012, increase the payment in the amount of $2,182,123.49, and to increase the contingency in the amount of $218,212.35. c. On June 12, 2012, the City and Contractor entered into the Second Amendment to that certain Agreement entitled "Agreement for Landscape Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2013, increase the payment in the amount of $2,182,123.49, and to increase the contingency in the amount of $218,212.35. d. On June 11, 2013, the City and Contractor entered into the Third Amendment to that certain Agreement entitled "Agreement for Landscape Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2014, increase the payment in the amount of $2,231,631.80, and increase the contingency in the amount of $223,163. e. On June 10, 2014, the City and Contractor entered into the Third Amendment to that certain Agreement entitled "Agreement for Landscape Maintenance Services," to add scope of work, extend the term of the agreement to June 30, 2015, increase the payment in the amount of $2,256,363.80, and increase the contingency in the amount of $225,636.38. f. The parties now desire to add scope of work, extend the term of the agreement to June 30, 2016, increase the payment in the amount of $2,256,363.80, 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, 2016 unless sooner terminated pursuant to the provisions of this Agreement. 1 3. 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 Fifth Amendment amount shall not exceed Two Million Two Hundred Fifty Six Thousand Three Hundred Sixty Three Dollars and Eighty Cents ($2,256,363.80),for additional landscape maintenance services for a total Agreement amount of Thirteen Million Two Hundred Twenty Nine Thousand Eight Hundred Thirty Dollars and Thirty Eight Cents ($13,229,830.38). 4. Section 7 of the Agreement entitled "Prevailing Wage" is hereby amended to read as follows: Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 5. Section 28 of the Agreement entitled "REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS" is hereby added to read as follows: Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be 2 qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir. ca.gov/Public-Works/PublicWorks. html 6. Exhibit "B" to the Agreement is hereby amended 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. 7. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. 3 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. TEMECULA COMMUNITY SERVICES EXCEL LANDSCAPE, 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: Maryann Edwards, TCSD Chair Jose Alfaro, President ATTEST: By: By: Randi Johl-Olson, City Josie C. Alfaro, Secretary/Treasurer Clerk/Secretary APPROVED AS TO FORM: By: Peter M. Thorson, City CONTRACTOR Attorney/General Counsel Excel Landscape, Inc. Contact Person: Jose Alfaro P.O. Box 77995 Phone Number: (951) 735 - 9650 (Fax Number: (951) 735 - 0469 4 Acting PM Initials: Date: L ATTACHMENT A Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Site # Site Name Pricing Sheet for Landscape Maintenance Services NEIGHBORHOOD PARK SERVICE AREAS Monthly Price Annual Price P-01 Veterans Park P-02 Sam Hicks Monument Park P-03 Calle Aragon Park P-04 Bahia Vista Park P-05 Loma Linda Park P-06 Riverton Park P-07 John Magee Park P-09 Voorburg Park P-10 Nicolas Road Park P-11 Butterfield Stage Park P-12 Temecula Duck Pond P-13 Rotary Park P-14 Nakayama Park P-15 Winchester Creek park P-16 Long Canyon Creek Park P-17 Vail Ranch Park P-18 Stephen Michael Jr. Linen Park P-19 Pablo Apis Park P-20 Crowne Hill Park P-21 Meadows Park P-22 Pauba Ridge Park P-23 Serena Hills Park P-24 Harveston Lake Park P-25 Sunset Park P-26 Paseo Gallante Park P-27 Temecula Creek Trail Park P-28 Redhawk Community Park P-29 Wolf Creek Trail Park P-30 Wolf Creek Park *P-31 Skyview Park SS -01 Via Eduardo Streetscape SS -02 La Serena Way Streetscape SS -03 Margarita Road R.O.W. FC -01 Nada Lane T-01 Santa Gertrudis Trail T-02 Temecula Creek Village Trail T-03 Murrieta Creek Trail *Supplemental Service $1,693.55 $1,459.38 $281.01 $281.01 $1,094.07 $1,823.75 $477.72 $374.68 $1,094.07 $1,094.07 $2,553.44 $318.48 $337.21 $1,459.38 $1,412.54 $5,835.64 $729.69 $729.69 $1,313.25 $1,823.75 $1,823.75 $1,184.93 $3,304.68 $598.55 $661.31 $1,681.38 $5,360.73 $2,607.77 $2,203.12 $1,600.00 $224.81 $210.76 $700.00 $182.66 $384.05 $187.34 $1,022.88 $50,125.10 $20,322.60 $17,512.56 $3,372.12 $3,372.12 $13,128.84 $21,885.00 $5,732.64 $4,496.16 $13,128.84 $13,128.84 $30,641.28 $3,821.76 $4,046.52 $17,512.56 $16,950.48 $70,027.68 $8,756.28 $8,756.28 $15,759.00 $21,885.00 $21,885.00 $14,219.16 $39,656.16 $7, 182.60 $7,935.72 $20,176.56 $64,328.76 $31,293.24 $26,437.44 $19,200.00 $2,697.72 $2,529.12 $8,400.00 $2,191.92 $4,608.60 $2,248.08 $12,274.56 $601,501.20 Authorized Signature 5 ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Site # Site Name Pricing Sheet for Landscape Maintenance Services MEDIANS SERVICE AREAS Monthly Price M-01 Rancho Cal. Rd. Medians M-02 Ynez Rd. Medians M-03 Butterfield Stage Medians M -03A Butterfield Stage Medians M-04 Margarita Rd. Medians (North) M-05 Margarita Rd. Medians (South) M-06 Winchester Rd. Medians M-07 Pechanga Parkway Medians M-08 Meadows Parkway (North) M-09 Paseo Del Sol Medians M-10 Harveston Medians (Date/Marg) M-11 Jefferson Ave. Medians M-13 Redhawk Medians M-14 Temecula Parkway Medians M-15 Wolf Valley Rd. Medians M-16 Diaz Rd. Medians/Parkway M-17 Meadows Parkway (North) M -17A Meadows Parkway (South) M-18 Murrieta Hot Springs Rd. Medians M-19 DePortola Rd. Median at TVH FW -01 1-15 ON/OFF Ramps $936.70 $936.70 $585.44 $600.00 $662.25 $141.44 $2,341.44 $1,405.05 $663.18 $663.18 $2,256.51 $140.51 $936.70 $1,798.46 $46.84 $515.19 $154.56 $475.00 $450.00 $100.00 $2,285.55 $18,094.70 Annual Price $11,240.40 $11,240.40 $7,025.28 $7,200.00 $7,947.00 $1,697.28 $28,097.28 $16,860.60 $7,958.16 $7,958.16 $27,078.12 $1,686.12 $11,240.40 $21,581.52 $562.08 $6,182.28 $1,854.72 $5,700.00 $5,400.00 $1,200.00 $27,426.60 $217,136.40 Authorized Signature 6 ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Site # Site Name Pricing Sheet for Landscape Maintenance Services SPORTS PARKS/SCHOOL SITE SERVICE AREAS Monthly Price SP -01 Ronald Reagan Sports Park SP -02 Paloma Del Sol Park SP -03 Pala Community Park SP -04 Kent Hintergardt Park SP -05 Margarita Community Park SP -06 Temeku Hills Park SP -07 Harveston Community Park SP -08 Patricia H. Birdsall Sports Park SC -01 Temecula Middle School SC -03 James L. Day Middle School SC -04 TVHS Tennis Court SC -06 Vail Ranch Middle School SC -07 Paloma Elementary School SC -08 Pauba Valley Elementary School SC -09 Great Oak High School Tennis Court SC -10 Erle Stanley Gardner Middle School Tennis Court $9,534.90 $4,153.89 $2,585.95 $3,934.09 $3,732.98 $4,162.79 $7,288.88 $11,568.25 $405.78 $484.09 $533.92 $806.22 $806.22 $404.00 $533.92 $430.00 $51,365.88 7 Annual Price $114,418.80 $49,846.68 $31,031.40 $47,209.08 $44,795.76 $49,953.48 $87,466.56 $138,819.00 $4,869.36 $5,809.08 $6,407.04 $9,674.64 $9,674.64 $4,848.00 $6,407.04 $5,160.00 $616,390.56 Authorized Signature ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Site # Site Name Pricing Sheet for Landscape Maintenance Services COMMUNITY FACILITIES SERVICE AREAS Monthly Price Annual Price F-01 Community Recreation Center F-02 Mary Phillips Senior Center F-03 City Hall F-04 Temecula Community Center F-05 Pauba Fire Station # 84 F-06 Old Town Temecula F-10 Temecula Children's Museum F-12 Temecula Community Theater F-13 Temecula Public Library F-15 Wolf Creek Fire Station # 92 F-17 Civic Center/Town Square/Parking F-18 Harveston Center F-19 Roripaugh Fire Station # 93 F-20 Overland Training Center F-16 Enterprise Fire Station # 73 F -30C 41375 McCabe Ct. $1,634.54 $548.91 $1,124.04 $351.26 $538.60 $2,023.27 $288.50 $74.94 $1,041.61 $383.11 $772.78 $300.00 $450.00 $176.10 $185.47 $100.00 $9,993.13 8 $19,614.48 $6,586.92 $13,488.48 $4,215.12 $6,463.20 $24,279.24 $3,462.00 $899.28 $12,499.32 $4,597.32 $9,273.36 $3,600.00 $5,400.00 $2,113.20 $2,225.64 $1,200.00 $119,917.56 Authorized Signature ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Site # Site Name Pricing Sheet for Landscape Maintenance Services SLOPE SERVICE AREAS (NORTH) Monthly Price Annual Price S-01 Saddlewood/Pavilion Point $2,061.00 $24,732.00 S-02 Winchester Creek 1 and 2 $1,376.95 $16,523.40 S-04 The Vineyards $298.00 $3,576.00 *S-05 Signet Series $1,237.33 $14,847.96 S-06 Woodcrest Country $721.26 $8,655.12 S-07 Ridgeview $853.00 $10,236.00 S-09 Rancho Solana $51.52 $618.24 S-10 Martinique $257.59 $3,091.08 *S-11 Meadowview Estates $37.00 $444.00 S-14 Mirada/Morrison Homes $464.00 $5,568.00 S-15 Barclay Estates $486.00 $5,832.00 S-17 Monte Vista $73.00 $876.00 S-18 Temeku Hills $4,170.00 $50,040.00 S-19 Chantemar/Campos Verdes $1,864.97 $22,379.64 *S-22 Sutton Place $162.00 $1,944.00 S-24 Harveston $5,533.09 $66,397.08 S-25 Serena Hills $1,669.20 $20,030.40 *S-27 Avondale $200.00 $2,400.00 $21,515.91 $258,190.92 * Level 2 Service Areas (S-05, S-07, S-22, and S-27) Authorized Signature 9 ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Pricing Sheet for Landscape Maintenance Services SLOPE SERVICE AREAS (SOUTH) Site # Site Name S-03 Rancho Highlands S-08 Village Grove S-12 Vintage Hills S-13 Presley (Veranda, Country Glen) S-16 Tradewinds S-20 Crowne Hill S-21 Vail Ranch S-23 Pheasant Run S-26 Gallery Homes Tradition S-28 Wolf Creek S-29 Gallery Homes Portraits Monthly Price $1,395.31 $5,133.63 $3,126.10 $1,076.74 $812.45 $5,576.78 $9,532.23 $250.05 $52.50 $7,791.66 $97.42 $34, 844.87 10 Annual Price $16,743.72 $61,603.56 $37,513.20 $12,920.88 $9,749.40 $66,921.36 $114,386.76 $3,000.60 $630.00 $93,499.92 $1,169.04 $418,138.44 Authorized Signature ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Pricing Sheet for Landscape Maintenance Services NEW LANDSCAPE MAINTENANCE SERVICE AREAS Maintenance Service Areas Price per SQ. FT. Monthly Annually Sports Park Service Area (includes ballfield prep) .0125 .15 sq. ft. Neighborhood Park Service Area .0100 .12 sq. ft. Slope Service Area .0075 .09 sq. ft. Median Service Area .0200 .2400 sq. ft. Community Facility Service Area .0200 .2400 sq. ft. Trail Service Area .0070 .0840 sq. ft. Ballfield Preparation (Single field/Mon-Fri $975.00 $11,700.00 per fld. Includes trash removal) Ballfield Preparation (Single field/Sat. and Sun. $930.00 $11,160.00 per fld. Includes trash removal) 1. Up to three fields for same amount. 11 Authorized Signature ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Pricing Sheet for Landscape Maintenance Services LANDSCAPE MAINTENANCE EXTRA WORK PRICE SHEET Turf Maintenance (All turf areas) 1. Mowing (Including bagging of clippings) 2. Edging 3. String Trimming 4. Aerification (Core/3") 5. Aerification (Deep Tine/6") 6. Weed Removal (Manual) 7. Pest Control (Manual) 8. Fertilization (Placement only) 9. Materials (Fertilizer, Soil Amends) Unit Cost $ .002 .05 .10 .002 n/a 20.00 35.00 .001 20.00% II. General Landscape Maintenance (Planters and Slope areas) 1. Edging (Ground Cover) 2. Trimming (Shrubs, Ground Cover) 3. Pruning/Shrubs, Vines, Roses 4. Pruning/Trees (To 18") 5. Weed Removal (Manual) 6. Pest Control (Manual) 7. Fertilization (Placement only) 8. Vegetation Removal 9. Materials (Fertilizer, Soil Amends) III. Plant Material (Installed all areas) 1. Annual Color (4" Container) 2. Ground Cover 3. One Gallon 4. Five Gallon 5. Fifteen Gallon 6. 24" Box Tree 7. Seeded Turf 8. Sodded Turf 9. Hydroseed 10. Soil Preparation (Existing area) 11. Soil Preparation (New area) 12. Wood Mulch 12 .15 .02 .04 40.00 25.00 45.00 .003 .02 20.00% 1.50 20.00 8.00 20.00 85.00 225.00 .15 1.25 .10 .20 .15 40.00 sq. ft. linear ft. linear ft. sq. ft. sq. ft. per man hr. per man hr. sq. ft. mark-up linear ft. sq. ft. sq. ft. each per man hr. per man hr. sq. ft. sq. ft. mark-up each flat each each each each sq. ft. sq. ft. sq. ft. sq. ft. sq. ft. cu. Yd. ATTACHMENT A (continued) Attached hereto and incorporated herein is the additional scope of work and associated cost as provided by the Contractor. Pricing Sheet for Landscape Maintenance Services LANDSCAPE MAINTENANCE EXTRA WORK PRICE SHEET (CONTINUED) IV. Irrigation System Maintenance Unit Cost 1. Inspection $ 45.00 per hr. 2. Repair (Main line, Lateral line, Sprinklers) 45.00 per hr. 3. Parts 20.00% mark-up V. General Pest Control 1. Written Recommendation by PCA 2. Qualified Applicator (QAC) 3. Trained Applicator 4. Material 13 200.00 each 65.00 each 35.00 each 20.00% mark-up Authorized Signature SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY CONSENT CALENDAR Item No. 16 ACTION MINUTES February 24, 2015 City Council Chambers, 41000 Main Street, Temecula, California SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY MEETING The Successor Agency to the Temecula Redevelopment Agency convened at 7:47 P.M. CALL TO ORDER: Chairperson Jeff Comerchero ROLL CALL: DIRECTORS: Edwards, Naggar, Rahn, Washington, Comerchero SARDA PUBLIC COMMENTS (none) SARDA CONSENT CALENDAR 16 Approve the Action Minutes of January 13, 2015 - Approved Staff Recommendation (5-0) Director Edwards made the motion; it was seconded by Director Naggar; and electronic vote reflected approval by Directors Edwards, Naggar, Rahn, Washington and Comerchero. RECOMMENDATION: 16.1 That the Board of Directors approve the action minutes of January 13, 2015. 17 Approve Recognized Obligation Payment Schedule for the Period July 1, 2015 through December 31, 2015 (ROPS 15-16A) - Approved Staff Recommendation (5-0) Director Edwards made the motion; it was seconded by Director Naggar; and electronic vote reflected approval by Directors Edwards, Naggar, Rahn, Washington and Comerchero. RECOMMENDATION: 17.1 That the Board of Directors adopt a resolution entitled: RESOLUTION NO. SARDA 15-01 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING A RECOGNIZED OBLIGATION PAYMENT SCHEDULE FOR THE PERIOD OF JULY 1, 2015 THROUGH DECEMBER 31, 2015 PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH SARDA EXECUTIVE DIRECTOR REPORT SARDA BOARD OF DIRECTORS REPORTS SARDA Action Minutes 022415 1 SARDA ADJOURNMENT At 7:48 P.M., the Successor Agency to the Temecula Redevelopment Agency meeting was formally adjourned to Tuesday, March 10, 2015, 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, Chair ATTEST: Randi Johl-Olson, City Clerk/Secretary [SEAL] SARDA Action Minutes 022415 2 COUNCIL PUBLIC HEARING Item No. 17 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Luke Watson, Senior Planner DATE: June 9, 2015 SUBJECT: Approve an Interim Ordinance Prohibiting Certain Uses and Construction in the Proposed Uptown Jefferson Specific Plan Area Pending Formal Approval of the Uptown Jefferson Specific Plan Pursuant to Government Code Section 65858(d) PREPARED BY: Luke Watson, Senior Planner RECOMMENDATION: That the City Council adopt by 4/5 vote an extension of the following interim ordinance entitled: INTERIM ORDINANCE NO. 15 - AN URGENCY ORDINANCE EXTENDING THE INTERIM ORDINANCE OF THE CITY OF TEMECULA PURSUANT TO CALIFORNIA GOVERNMENT CODE SECTION 65858 TEMPORARILY PROHIBITING CERTAIN USES AND CONSTRUCTION IN THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN AREA PENDING CITY COUNCIL CONSIDERATION OF THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN SUMMARY OF ORDINANCE: The proposed interim ordinance would prohibit certain land uses and construction of buildings that are inconsistent with both the current zoning and proposed Uptown Jefferson Specific Plan. BACKGROUND: Community Visioning & Specific Plan Public Outreach and Development During the past several years, the Community Development Department has engaged the community in an effort to develop a Specific Plan for the Uptown Jefferson area, which is the area generally bounded by Murrieta Creek to the west, Interstate 15 to the east, City of Murrieta to the north and Rancho California Road to the south ("Uptown Jefferson"). Through the Envision Jefferson public visioning meetings, Uptown Jefferson Sub -committee meetings, Steering Committee meetings, City Commission meetings, and outreach through the Envision Jefferson website, many different stakeholders and many hours of discussions have determined the best land uses and development standards necessary to develop a new and vibrant Uptown Jefferson. As a result of 28 publically notice community meetings and publically noticed public hearings, a vision of Uptown Jefferson evolved. The following is a condensed version of that vision. The Uptown Jefferson Specific Plan will create a unique destination place within the City of Temecula through the careful planning of land uses, public spaces, development standards and public transportation. By peering through a visionary lens, Uptown Jefferson will be Temecula's newest "destination." Vibrant, sophisticated and unique, the area will be home to a diverse mix of residents of all ages, experiences and interests, living in eclectic, up-and-coming neighborhoods. These neighborhoods in Uptown Jefferson will provide a unique metropolitan experience, rivaled by no other place in the city or region. The neighborhoods will be upscale and culturally robust, each with a distinct character and identity, offering a mix of homes, shops, offices, restaurants and other locally -serving uses. Complemented by an expanded mix of new locally -owned and corporate businesses, collectively they will provide high quality jobs, as well as goods and services to local residents. The urban neighborhoods in Uptown Jefferson are located within walking distance to a hub of quality and thriving businesses, technologically innovative employment centers, and higher -education facilities. The vibe of Uptown Jefferson will foster creativity, stimulate innovation, and provide a place for community members to work, learn and refashion the world around them. And historically important, locally -owned and operated business and services will continue to thrive, side-by-side with the new wave of entrepreneurial ventures. Uptown Jefferson will also contribute to the local tourism industry with expanded hotel offerings, restaurants and shops. In addition to expanding its service to traditional weekend -oriented tourism, the stronger presence of businesses and corporations will fill hotel rooms and support small conventions and events that occur during the week. Aesthetically enhanced and interconnected street networks will provide expanded mobility options to residents, workers and visitors. In addition, one-stop parking combined with efficient transit, tree lined sidewalks and safe bikeways will create the feeling of "complete streets." These expanded networks of bicycle paths, sidewalks, and multi -use trails will connect neighborhoods, businesses, and recreation areas. Trails along Murrieta Creek will connect active play fields and parks in the northern area, Old Town to the south, the business park to the west, and Promenade Mall and other neighborhoods to the east. Uptown Jefferson has been designed and will be built from the collective, shared efforts of public participation, private development, and public investments. These efforts are driven by a community-based vision and priorities for strategic, feasible and flexible revitalization. The community's vision, which is summarized in eight (8) corresponding policy recommendations, established by the community & Steering Committee and approved by the City Council in a public hearing, were used to prepare a draft of the Uptown Jefferson Specific Plan ("Specific Plan") and the Draft Environmental Impact Report ("Draft EIR") for the Specific Plan. The Draft EIR is currently being circulated for formal public comment, with comments due by July 6, 2015, and the Draft Specific Plan was released to the public May 14, 2015. The Draft Specific Plan can be found at the CityofTemecula.orq, EnvisionJefferson.orq and in hard copy format at City Hall. Public hearings on the Specific Plan and Draft EIR will be held before the Planning Commission and City Council and are tentatively set for July 2015. Interim Ordinance The Specific Plan itself provides for certain permitted and conditionally permitted land uses within Uptown Jefferson as well as new development standards. The permitted uses and development standards have been reviewed by the Steering Committee and the Uptown Jefferson Sub -committee. During the past several months, the City has received inquiries about the development of land uses and construction of buildings and structures in Uptown Jefferson that, if allowed, would be inconsistent with the proposed land uses and development standards proposed as part of the Uptown Jefferson Specific Plan and would impede the development of the Specific Plan vision if approved. Therefore, on April 28, 2015 the City Council adopted, as an Interim Urgency Zoning Ordinance, Interim Ordinance No. 15-04, which prohibits those land uses and construction of buildings in Uptown Jefferson that would no longer be allowed if the Uptown Jefferson Specific Plan is adopted. Without such an ordinance, land uses, buildings or structures could be established, commenced, or constructed in a manner inconsistent with, and which could impede the implementation of the Specific Plan. Maintaining a balance of land uses and public space is vital to the accomplishment of the purposes and goals of the proposed Specific Plan. The Interim Ordinance extends the prohibitions of Interim Ordinance No. 15-04 by prohibiting certain uses and buildings in Uptown Jefferson during the time it is in effect. The Interim Ordinance states that within the Uptown Jefferson Specific Plan Area, no person shall construct or develop any of the following land uses, buildings or structures and no application for a building permit, conditional use permit, variance, design review, temporary use permit or any other entitlement for the construction of a new building or structure or the expansion of an existing building or structure shall be accepted or issued by the City for of any of the following uses, buildings or structures during the term of this Interim Ordinance notwithstanding any other ordinance or provision of the Temecula Municipal Code: 1. Any new use that is not permitted by right, as identified in Table 17.08.030 of Title 17 of the Temecula Municipal Code, within the current zoning designation, and is not permitted by right as identified in Table 3-9 Land Use Matrix of the draft Uptown Jefferson Specific Plan (Exhibit B) shall be allowed; 2. Any new building or structure with a floor area ratio (FAR) of greater than 0.30 within the Community Commercial, Highway Tourism or Service Commercial zoning districts, or a FAR of greater than 0.40 within the Business Park or Light Industrial zoning districts; and 3. Any new building or structure with a height greater than 40 feet within the Light Industrial zoning district, a height greater than 50 feet in the Business Park, Service Commercial or Community Commercial zoning districts, or a height greater than 75 feet within the Highway Tourism zoning district; The provisions of the ordinance do not apply to any of the following: 1. Tenant interior improvements; 2. Building repairs necessary to protect public health and safety as determined by the Director of Community Development; and 3. Repairs or construction ordered by, or undertaken by, the City or its agents. Interim Ordinance 15-04 took effect immediately upon adoption and had a term of 45 days. Staff is recommending that the City Council extend the moratorium defined by Interim Ordinance No. 15-04, by adopting the Interim Ordinance. The term of the Interim Ordinance will be ten (10) months and fifteen (15) days beginning on the last day of the term for Interim Ordinance 15-04, or until the City Council adopts the Specific Plan, whichever comes first. Government Code Section 65858(d) Written Report Pursuant to Government Code Section 65858(d), prior to the expiration of the 45 day term of Interim Ordinance 15-04, the City Council is required to issue a written report describing the measures taken to alleviate the conditions which led to the adoption Interim Ordinance 15-04. In Section 8 of Interim Ordinance 15-04, the City Council directed staff to prepare and issue the required written report at least 10 days prior the expiration of Interim Ordinance 15-04. This staff report is being issued on June 1, 2015 and is intended to serve as the written report required by Government Code Section 65858(d). The following are the actions taken by the City to meet the requirements of the Government Code. Since the adoption of Interim Ordinance 15-04, the Specific Plan itself was released for public review on May 14, 2015. In addition, staff presented a comprehensive update of the Specific Plan to the City Council in a publicly noticed public hearing. There remain a number of publicly noticed meetings that will take place in May and June in which the community will have opportunity to review and comment on the Specific Plan. Those meetings include: • Uptown Jefferson Steering Committee: May 27, 2015 • Traffic Safety Commission: May 28, 2015 • Temecula Community Services District Commission: June 8, 2015 • Old Town Local Review Board: June 8, 2015 After review and incorporation of the public comments received in the aforementioned publically noticed meetings, and after all comments regarding the EIR are addressed, the final draft of the Specific Plan and EIR will be scheduled for review by the Planning Commission, and scheduled ultimately for potential adoption by the City Council. FISCAL IMPACT: None ATTACHMENTS: 1. Interim Ordinance 2. Exhibit A — Jefferson Avenue Study Area Map 3. Exhibit B — Proposed Uptown Jefferson Specific Plan Land Use Matrix INTERIM ORDINANCE NO. 15 - AN URGENCY ORDINANCE EXTENDING THE INTERIM ORDINANCE OF THE CITY OF TEMECULA PURSUANT TO CALIFORNIA GOVERNMENT CODE SECTION 65858 TEMPORARILY PROHIBITING CERTAIN USES AND CONSTRUCTION IN THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN AREA PENDING CITY COUNCIL CONSIDERATION OF THE PROPOSED UPTOWN JEFFERSON SPECIFIC PLAN THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: Section 1. Legislative Findings. A. On April 2, 2015 the Community Development Department of the City of Temecula released for public comment the Draft Environmental Impact Report ("Draft EIR") for the Uptown Jefferson Specific Plan. The Draft EIR is currently being circulated for formal public comment, with comments due by July 6, 2015. The Draft Uptown Jefferson Specific Plan was released for public review on May 14, 2015. Public hearings on the Draft Uptown Jefferson Specific Plan and Draft EIR will be held before the Planning Commission and City Council and are tentatively set for July and August 2015. Such dates may change, however, depending on comments received during the public review process. B. The area that will be subject to the Uptown Jefferson Specific Plan is described and depicted on Exhibit A, Uptown Jefferson Specific Plan Area ("Uptown Jefferson Specific Plan Area"), attached hereto and incorporated herein by this reference. C. The proposed Uptown Jefferson Specific Plan will create a unique destination place within the City of Temecula through the careful planning of land uses, public spaces, development standards and public transportation. 1. By peering through a visionary lens, Uptown Jefferson will be Temecula's newest "destination." Vibrant, sophisticated and unique, the area will be home to a diverse mix of residents of all ages, experiences and interests, living in eclectic, up-and-coming neighborhoods. These neighborhoods in Uptown Jefferson will provide a unique metropolitan experience, rivaled by no other place in the city or region. The neighborhoods will be upscale and culturally robust, each with a distinct character and identity, offering a mix of homes, shops, offices, restaurants and other locally -serving uses. Complemented by an expanded mix of new locally -owned and corporate businesses, collectively they will provide high quality jobs, as well as goods and services to local residents. 2. The urban neighborhoods in Uptown Jefferson are located within walking distance to a hub of quality and thriving businesses, technologically innovative employment centers, and higher -education facilities. The vibe of Uptown Jefferson will foster creativity, stimulate innovation, and provide a place for community members to work, learn and refashion the world around them. And historically important, locally -owned and operated business and services will continue to thrive, side-by-side with the new wave of entrepreneurial ventures. Uptown Jefferson will also contribute to the local tourism industry with expanded hotel offerings, restaurants and shops. In addition to expanding its service to traditional weekend -oriented tourism, the stronger presence of businesses and corporations will fill hotel rooms and support small conventions and events that occur during the week. 3. Aesthetically enhanced and interconnected street networks will provide expanded mobility options to residents, workers and visitors. In addition, one-stop parking combined with efficient transit, tree lined sidewalks and safe bikeways will create the feeling of "complete streets." These expanded networks of bicycle paths, sidewalks, and multi -use trails will connect neighborhoods, businesses, and recreation areas. Trails along Murrieta Creek will connect active play fields and parks in the northern area, Old Town to the south, the business park to the west, and Promenade Mall and other neighborhoods to the east. 4. Uptown Jefferson has been designed and will be built from the collective, shared efforts of public participation, private development, and public investments. These efforts are driven by a community-based vision and priorities for strategic, feasible and flexible revitalization. D. The Draft Uptown Jefferson Specific Plan provides for certain permitted and conditionally permitted land uses within Uptown Jefferson Specific Plan Area in order to accomplish the goals described in Subsection (C) above. E. The City has received several inquires about the development of land uses and construction of buildings and structures in the Uptown Jefferson Specific Plan Area that would be inconsistent with the proposed land uses and development standards proposed as part of the Uptown Jefferson Specific Plan and would impede the development of the Uptown Jefferson Specific Plan when approved. F. At its meeting on April 28, 2015, the City Council adopted Interim Ordinance No. 15-04, an Interim Ordinance of the City of Temecula pursuant to California Government Code Section 65858 that temporarily prohibited certain uses and construction in the proposed Uptown Jefferson Specific Plan Area pending City Council consideration of the proposed Uptown Jefferson Specific Plan. Said ordinance was adopted so that City staff, the City Council, and the citizens of the City would have sufficient time to consider a comprehensive ordinance adopting the Uptown Jefferson Specific Plan Area. Ordinance No. 15-04 was effective immediately upon its adoption and remains in effect for a period of forty-five (45) days, pursuant to Government Code Sections 36934, 36937, and 65858(a). G. Under state law, the City may twice extend an interim ordinance that imposes a temporary moratorium on the approval of applications while contemplated zoning and permitting proposals are being considered upon a finding that there is a current and immediate threat to the public health, safety, or welfare. Pursuant to Government Code Section 65858(a), this first extension of the interim ordinance must first be adopted by not less than a four-fifths vote of this City Council and will be in effect for an additional ten (10) months and fifteen (15) days from its adoption. The City Council may consider one additional one-year extension to the interim ordinance, pursuant to all legal requirements, if necessary. H. Therefore, for these reasons, and based on all evidence in the record, there is a current and immediate threat to the public health, safety and welfare if, in the interim time necessary to complete the processing of the Draft EIR and Draft Uptown Jefferson Specific Plan, land uses, buildings or structures were established, commenced, or constructed that could prevent the accomplishment of the purposes and goals of the Uptown Jefferson Specific Plan, impede the implementation of the Uptown Jefferson Specific Plan, and eliminate opportunities to maintain the balanced and vital land uses and public spaces so necessary to the accomplishment of the purposes and goals of the proposed Uptown Jefferson Specific Plan. I. The Director of Community Development and the City Clerk find that additional time is needed to process the Draft EIR and the Draft Uptown Jefferson Specific Plan to allow the Planning Commission and the City Council to consider a comprehensive ordinance regarding the adoption of the Uptown Jefferson Specific Plan, pursuant to Government Code Section 65858. The comprehensive ordinance and other resolutions needed for the implementation of the Uptown Jefferson Specific Plan, together with the necessary public outreach, legal research, and City processes for consideration of such enactments, will require, at minimum, ten (10) months and fifteen (15) days. J. Pursuant to Government Code Section 65858, a duly noticed public hearing was held on June 9, 2015 at 7 p.m. in the City Hall Council Chambers, 41000 Main Street, Temecula California. Notice of the time, place and purpose of the aforesaid hearing was duly given as required by law. K. Evidence, both written and oral, was duly presented to and considered by the City Council of the City of Temecula at the aforesaid public hearing. Section 2. Authority. Pursuant to Government Code Section 65858, the City Council may adopt as an urgency measure, an Interim Ordinance that prohibits any uses that may be in conflict with a contemplated zoning proposal which a legislative body, Planning Commission, or Community Development Department is considering or studying or intends to study within a reasonable period of time. Section 3. Urgency Findings. The City Council finds and determines that the immediate preservation of the public health, safety, and welfare requires that this Interim Ordinance be enacted as an urgency ordinance pursuant to Government Code Section 65858 and take effect immediately upon adoption. A. As described in Section 1 of this Interim Ordinance, Uptown Jefferson will be a very unique area of the City. The City Council finds that continued development of land uses in the Uptown Jefferson Specific Plan Area that would be prohibited by the Uptown Specific Plan during the City's review and consideration of the proposed Uptown Jefferson Specific Plan will erode the unique character that is proposed for the Uptown Jefferson Specific Plan Area and frustrate the goals and purpose of the Uptown Jefferson Specific Plan and the land use regulations ultimately adopted with respect to the Uptown Jefferson Specific Plan. B. To ensure that activity within the proposed Uptown Jefferson Specific Plan Area during this period of study is consistent with the goals and objectives of protecting the proposed Uptown Jefferson Specific Plan Area, as reflected in the quality and diversity of its stores, hotels, restaurants, and offices, and maintaining the quality of life in the proposed Uptown Jefferson Specific Plan Area, the City Council finds it necessary to adopt interim regulations that both respect property rights and protect the public health, safety and general welfare. C. Absent the passage of this Interim Ordinance, continued development in the proposed Uptown Jefferson Specific Plan Area poses a current and immediate threat to the public health, safety, or general welfare. If this Interim Ordinance does not become effective immediately, but instead becomes effective thirty (30) days after a second reading, there is a risk that further harm will be done to prevent the implementation of the Uptown Jefferson Specific Plan if approved by the City Council and before any protections recommended by the adopted policies can be implemented. D. For the reasons specified in Section 1 of this Interim Ordinance and all the evidence in the record, the City Council finds that there is a current and immediate threat to the public health, safety and welfare caused by potential development that would inconsistent with the goals of the Uptown Jefferson Specific Plan. Therefore, this Interim Ordinance is necessary for the immediate preservation of the public peace, health, safety and welfare and its urgency is hereby declared. Section 4. Adoption as Urgency Interim Zoning Ordinance. This Interim Ordinance is adopted as an urgency interim zoning ordinance, extending Interim Ordinance No. 15-04, pursuant to the provisions of Government Code Sections 36934, 36937 and 65858(a), and shall be effective immediately upon its adoption. Based upon the findings set forth in Sections 1 and 3 of this Interim Ordinance, the City Council finds and determines that the adoption of this Interim Ordinance as an urgency ordinance is necessary for the immediate preservation of the public peace, health or safety pursuant to the requirements of Government Code Sections 36934 and 36937, and is necessary to protect the public safety, health, and welfare pursuant to the requirements of Government Code Section 65858(a), and is necessary to provide additional time to prepare the necessary documents in order to consider a comprehensive ordinance adopting the Jefferson Park Specific Plan. Section 5. Moratorium established and defined. The City of Temecula hereby extends the interim moratorium on development within the proposed Uptown Jefferson Specific Plan Area as follows: A. Within the Uptown Jefferson Specific Plan Area, no person shall construct or develop any of the following land uses, buildings or structures and no application for a building permit, conditional use permit, variance, design review, temporary use permit or any other entitlement for the construction of a new building or structure or the expansion of an existing building or structure shall be accepted or issued by the City for of any of the following uses, buildings or structures during the term of this Interim Ordinance notwithstanding any other ordinance or provision of the Temecula Municipal Code: 1. Any new use that is not permitted by right, as identified in Table 17.08.030 of Title 17 of the Temecula Municipal Code, within the current zoning designation, and is not permitted by right as identified in Table 3-9 Land Use Matrix of the draft Uptown Jefferson Specific Plan (Exhibit B); 2. Any new building or structure with a floor area ratio (FAR) of greater than 0.30 within the Community Commercial, Highway Tourism or Service Commercial zoning districts, or a FAR of greater than 0.40 within the Business Park or Light Industrial zoning districts; or 3. Any new building or structure with a height greater than 40 feet within the Light Industrial zoning district, a height greater than 50 feet in the Business Park, Service Commercial or Community Commercial zoning districts, or a height greater than 75 feet within the Highway Tourism zoning district; B. Any building or portion of a building that is lawfully and currently occupied as of the date of this Interim Ordinance with a land use prohibited by Section 5(a) of this Interim Ordinance may continue to be occupied as such during the term of this Interim Ordinance, provided, however, there is no physical expansion of the land use, building or structure during the term of this Interim Ordinance. C. The provisions of this Section 5 of this Interim Ordinance shall not apply to any of the following: 1. Tenant interior improvements; 2. Building repairs necessary to protect public health and safety as determined by the Director of Community Development; and 3. Repairs or construction ordered by, or undertaken by, the City or its agents. Section 6. Interim Conditional Use Permit. Notwithstanding the provisions of Section 5 of this Interim Ordinance, the City of Temecula may accept and process applications for conditional use permits for development or use of property otherwise subject to the prohibitions of Section 5 of this Interim Ordinance if the City Council finds, after receipt of recommendation from the Planning Commission, that the owner of the subject property will be deprived of all economically viable use of his or her land unless the property owner is allowed to develop or use the property notwithstanding the provisions of Section 5 of this Interim Ordinance, or that the law of California or of the United States otherwise requires the City to approve an application for a permit or an entitlement for the development or use; provided that, whether or not a conditional use permit would otherwise be required by the Temecula Municipal Code, a conditional use permit is issued for development or use of the property. Section 7. CEQA Findings. The City Council hereby finds that it can be seen with certainty that there is no possibility that the adoption and implementation of this Interim Ordinance may have a significant effect on the environment. This Interim Ordinance does not authorize construction and, in fact, imposes greater restrictions on certain development in order to protect the public health, safety and general welfare. These findings are premised on the fact that the adoption of this urgency Interim Ordinance will maintain the current environmental conditions arising from the current land use regulatory structure as adopted by the City without change or alteration. This Interim Ordinance is therefore exempt from the environmental review requirements of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of Title 14 of the California Code of Regulations. Section 8. Written Report. Pursuant to Government Code Section 65858(d), City staff shall prepare and submit for City Council adoption, at least ten (10) days prior to the expiration of this Interim Ordinance, or any extension hereof, a written report describing the measures taken to alleviate the conditions which led to the adoption of this Interim Ordinance. Section 9. Extension of Time. The Director of Community Development and the City Clerk shall undertake all actions legally necessary to extend this Interim Ordinance in the event the documents desired by this City Council, including the Final EIR and Uptown Jefferson Specific Plan, will not be finalized on or before the tenth (10th) month and fifteenth (15th) days subsequent to the adoption of this Interim Ordinance. Section 10. Severability. If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Interim Ordinance or the application thereof to any person or place, is for any reason held to be invalid or unconstitutional by the final decision of any court of competent jurisdiction, the remainder of this Interim Ordinance shall be and remain in full force and effect. Section 11. Immediate Effect. This Interim Ordinance, being an Interim Ordinance adopted as an urgency measure for the immediate protection of the public safety, health, and general welfare, containing a declaration of the facts constituting the urgency, and passed by a minimum four-fifths (4/5) vote of the City Council, shall take effect immediately upon its adoption and shall continue in effect for a period of not longer than ten (10) months and fifteen (15) days from the date of adoption; provided, however, that after notice pursuant to Section 65090 of the California Government Code and public hearing, the City Council may extend the effectiveness of this Interim Ordinance as provided in Government Code Section 65858. Section 12. Termination. The requirements of this Interim Ordinance shall cease upon the latest of the effective dates of for the ordinances and/or resolutions approving the Uptown Jefferson Specific Plan. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 9th day of June, 2015. Jeff Comerchero, Mayor ATTEST: Randi Johl-Olson, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl-Olson, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 15- was duly introduced at a meeting of the City Council of the City of Temecula on the 9th day of June, 2015, and said Ordinance was duly adopted by the City Council of the City of Temecula on the 9th day of June, 2015, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl-Olson, City Clerk EXHIBIT A Jefferson Avenue Study Area September 29, 2011 Jefferson Avenue Study Area — Highways — Centerline ®City 0 Parcels arrioxelaserrep Ma. Exhibit B Proposed Uptown Jefferson Specific Plan Land Use Matrix Table 3-9 Land Use Matrix 1 List of Uses UC UHT US UA WH-RO CV CV -CO MCR - OS Adult entertainment business - - - - - - - - Alcoholic beverages sales See Municipal Code Section 17.10.020 -Supplemental Development Standards Alcoholism or drug abuse recovery or treatment facility (six or fewer)2 - - - - P - - - Alcoholism or drug abuse recovery or treatment facility (seven to twelve)2 - - - - C - - - Art studio (with or without a gallery) P C P P - P P - Auditorium, community assembly space, conference facility C C C C - - - - Automobile sales (indoor only) C - C C - - C - Automotive service station/gas station (with or without a convenience store) 6 C C C - - - - - Automotive maintenance/light repair C - C C - - - - Automotive repair (heavy repair) _ - _ _ _ - - _ Bar, cocktail lounge, night club, live entertainment (indoor only) C C C C - C C - Car wash 6 C C C C - - - - Community care facility 2 - - C C - - - - Day care/preschool (commercial) P P P P C C P - Drive-thru b C C C C - - - - Educational institutions C C C C - - - - Facilities for mentally disordered, disabled, or dependent or neglected children (seven to twelve) 2 - - - - C - - - Farmer's market (outdoor) C C C C - C C - Grocery store P P P P - P P - Health, fitness, dance, martial arts studio C C C C - C C - Home occupations P P P P P P P - Hospital C - C - - - - - Hotel P P' P P - - P - Kennel/cattery/pet day care facility 6 C C C C - - C - Light manufacturing (indoor only) C - C C - - - - Multi-purpose trail P P P P P P P P Nature center/exhibits - -- - - - - P Office (administrative/ professional/medical/ government) P P P P - - P4 - Parking lots/ parking structures (standalone) 6 C C C C - C - - Performing arts venue, theatre, cinema, museum C C C C - C C - Private smoking lounge/hookah lounge C C C C - - C - Residential P Pb P P P P Pb - Residential care facilities (six or fewer) 2 _ _ _ _ P _ _ _ Residential care facilities (seven to twelve) 2 - - - - C - - - Residential care facilities for the elderly (six or fewer) 2 - - - - P _ - - Residential care facilities for the elderly (seven to twelve) 2 - - - - C - - - Residential-live/work - - P P - P - - Restaurant (with or without the sale of beer and wine) P P P P - P P - Restaurant (with the sale of distilled spirits) C C C C - C C - Religious institutions (with or without a daycare or school) C C C C C C C - Retail P P P P - P P - Transit Center - - C - - - - C Transitional housing - -- - P - - - Service — general P - P P - - P - Service — personal P P P P - P P - Sports and recreation facility (indoor only) C - C C - - C P Sports and recreation facility (outdoor) - - C - - - - P Swap meet (indoor only) - - - C - - - - Wine tasting facility (Type 02 ABC license only) P P P P - - P - Wine/ micro -brewery tasting facility C C C C - C C - FOOTNOTES: 'The land uses listed in Table 3-9 below shall be permitted in one or more of the specific plan districts as indicated in the corresponding column. Where indicated with the letter "P" the use shall be permitted by right within the district. Where indicated with the letter "C" the use shall be permitted with the approval of a Conditional Use Permit. Where indicated with the symbol "-" the use shall be prohibited within the district. 2 Subject to the State of California Department of Social Services licensing requirements. 3 Full service hotels (see definition in appendix) of up to 8 stories in height are permitted by right in the Uptown Hotel/Tourism District and are not subject to the public improvements/public benefits incentives program outlined in Chapter 3. 4 Office uses are permitted above the first floor only. However, office uses may be permitted on the first floor when the office use does not directly front onto any street included any future street. 5 Residential uses are permitted above the first floor only. 6Subject to the Standards for Specific Uses outlined in Section 3.1. CITY COUNCIL BUSINESS Item No. 18 Approvals City Attorney Finance Director City Manager CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Randi Johl-Olson, City Clerk DATE: June 9, 2015 SUBJECT: Appoint Member to the Planning Commission and Community Services Commission and Authorize Extension of Recruitment for Additional Position on Planning Commission PREPARED BY: Randi Johl-Olson, City Clerk RECOMMENDATION: That the City Council reappoint Ron Guerriero to the Planning Commission, appoint Eric Levine to the Community Services Commission and authorize the extension of the recruitment for an additional position on the Planning Commission. BACKGROUND: On March 24, 2015, the City Council received a status report providing notice of two upcoming vacancies on the Planning Commission. The terms of Commission Members Ron Guerriero and Pat Kight expire on June 15, 2015. The vacancies were advertised in the newspaper, on the City's website and on social media sites pursuant to policy. Nine applications were forwarded to the City Council subcommittee of Mayor Comerchero and Council Member Naggar for their review and recommendation. During the review process, incumbent Pat Kight withdrew his application due to pending relocation outside of the City limits. Therefore, in addition to recommending the reappointment of Ron Guerriero to the Planning Commission, the subcommittee is also recommending the extension of the recruitment for the additional position on the Planning Commission. The extended application period will run from June 10 — June 30, 2015. Existing applications already received for this vacancy on the Planning Commission will be considered jointly with any new applications that are received during the extended time period. The second appointment to the Planning Commission will likely be made at the July 14, 2015 City Council meeting. On April 28, 2015, Commissioner Michael McCracken was appointed to the City Council creating a vacancy on the Community Services Commission. The vacancy was advertised in the newspaper, on the City's website and on social media sites pursuant to policy. Nine applications were forwarded to the committee comprised of Mayor Comerchero and Council Member McCracken for their review and recommendation. The subcommittee recommends the appointment of Eric Levine to serve the unexpired term through October 10, 2016. FISCAL IMPACT: None ATTACHMENTS: Nine Planning Commission and Nine Community Services Commission Appointment Applications City of Temecula }41000 Main Street Temecula, CA 92590 www.cityottemecula.org (951) 694-6444 IISCEIVIED APR 10 2015 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Pleas eck one: Planning _Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident rAME Are you a City Registered Voter? DDRESS: C TY/STATE/ZIP AYTME PNQNE: MPLOYER NAME: MPLOYER ADDRESS: CCUPATION:Fge EVENING PHONE: lc J DBP' Educational Background/Degrees: MP List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non- rofit organizations, service clubs, etc.) : rt-, e r, C kg rF► c) "(1 C 12^s 1* -,.e State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references areencouraged.) b c4 c( t'7r7 'dirt QCeUeNe,�--, i un •.= _ nd that any or all information on t • rm be verifi = .. I consent to the release of thi iraformat v or public information pur re € X p- r, e,)t `.,Date: ! 6 jqPii , ase mail or return to: City of Temecula, City lerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE James Cooley James Cooley was born in Chattanooga, Tennessee. He is a retired military veteran who spent 23 years in the US Navy. In the Navy, James begin his career as an enlisted sailor, however, through hard work and extreme dedication to excel, James worked his way up through the enlisted ranks and was selected as a commissioned officer. Following his retirement from the military, he worked for the U S Government and DOD defense aerospace industry as well starting his own company US Govt Contractor. James currently resides in Temecula, CA. Dedicated Motivational Speaker who has been the guest for several major companies, United States Military, Rotary Clubs, Churches and local communities' event. He is very proactive in his community. He has served on several boards including: City Community Steering Committee, Chair; Temecula Assistant Youth Counselor; and Valley Wide Recreation Center and YMCA. He has been engaged in supporting youth development through the Adopt a School program, community mentoring programs and coaching youth sports team. James also developed a Breakfast Tutoring Program at Marjorie P. Hart Elementary School for academically at risk students. Through the success of this program, the school was nominated for Personnel Excellence Partnership Award and James was nominated and was one of the recipient of the 1992 for the Presidential Point of Light Award. James is currently President and CEO of J.C. Cooley Innovation Solutions, LLC, an Information Technology Consultant Company located in Temecula, CA. In addition, James' illustrious career spans over thirty-five years in the Information Security industry A retired U. S. Navy Officer he has served as Information Technology and Telecommunications Network Operation Officer, A U. S. Navy Recruiter, A Navy Drill Instructor (Company Commander), Information Assurance Officer, Communications Officer, Security Officer, Director of Telecommunications Training and development of Navy personnel at various locations overseas and throughout the United States. He hosted and produced 47 televisions shows titled "Cooley Fitness Tips from 1989 to 1992 and was awarded the US Navy Admirals Gallery and Rankin's Award for outstanding community service in the greater Mid -Eastern Area. His education includes a Master of Public Administration (MPA), with a minor in Human Resource Management from Central Michigan University. Along with a number of Masters Certificate Programs from University of Notre Dame (Executive MBA), and Villanova University (Project Management), (Information Security Management), (Advanced Information Assurance, Cyber Security for Government and Non - Government Programs), and Project Management Professionals. He received his Bachelor of Science with a double major in Vocational Education Studies and in Training, Education, and Development, from Southern Illinois University. Upon His professional experience in the Information Security industry includes Information Assurance Lead professional, Subcontract Management Professional, Research and Analytical Skills Lead, Cost/ Schedule Management, Personnel Management, Team Building, Safety/Certified Security Risk Control Management, DOD NSA Type 1 Crypto development and Information Assurance products lead, Telecommunication/ Network Operation Management and, Regulatory Compliance Information Security Lead, Technical Direction Cross-IPT Coordination and Integrations, DIACAP Certification and Accreditation (C&A) Leader, Security Systems Engineering (SSE) Certification/ Verification and Validation Lead, DOD Network and Telecommunications, Director of Navy Telecommunications Education Development and Training, Commander Naval Telecommunications Inspector General Team Lead, and Electronic Key Management Systems (EKMS) Manager. In addition, James has acquired industry certifications and licenses in the following areas: Nationwide Mortgage License Registry (NMLR) and Texas (NMLR) (commission number 928338), Texas General Lines Agent (Property Casualty and Life Health) license number 1757007), California Notary Public (commission number 1972177), (Certified Chief Information Security Officer (C/CISO) (certification number 000163), ((8570) Certified Information Systems Security Professional (CISSP) (license certification number 84005), (8570) Certified Risk and Information Systems Control (CRISC) (certification number: 701076), (8570) COMPTIA Security + certified certification number COMP001020275464), ITIL (V3) Foundation certified (certification number 00022526), Committee on National Security Systems (CNSS) National Standards (NSTISSI Number 4011), Master Training Specialist (MTS) including certifications in both Instructor Training and Curriculum Subject and Test Development and Lean Six Sigma Green Belt (SSGB) certification. Moreover, James is a certified Navy Junior Recruit Officer Training Corp (NROTC) Senior Military Science Instructor at the college and High School Levels in all 50 states and overseas DOD schools. James has dedicated his life to ensure our Youths and Young Adults has a fighting chance to grow up and obtain the required life skills training, understanding, academy and goal setting disciples and most importantly, the tools necessary to tackle today's problems for tomorrow's challenges. These Youth will be our future LEADERS. He currently resides in Temecula, CA with his wife Michelle and granddaughter Kae'Lani. James Cooley President and founder of The J.C. Cooley Options & Opportunities/The Choice Program (501(c)3 Non -Profit Organization) James Cooley was born in Chattanooga, Tennessee. He is a retired military veteran who served 23 years in the U.S. Navy. James began his Navy career as an enlisted sailor. Through hard work and extreme dedication to excellence, James worked his way up through the enlisted ranks to reach the rank of E-9, Master Chief Petty Officer, prior to closing out his enlisted record after 15 years. However, James was then selected to serve as a commissioned officer for the following 8 years. He retired from naval service as a Navy Lieutenant (LT/03E). Following his retirement from the military, he worked for the U.S. Government and DOD defense aerospace industry, as well as starting his own company as a U.S. Government Contractor. James currently resides in Temecula, California, where he is a dedicated Business Owner, Motivational Speaker, and Community Activist, and has been a guest speaker for several major companies, the US military, various Rotary Clubs, churches, and local communities' events. James is very proactive in his community. He has served on several boards including: City Community Steering Committee (Chair); Temecula Assistant Youth Counselor; Valley -Wide Recreation Center; and YMCA. He has supported youth development through the Adopt -A -School program and community mentoring programs, and as coach of youth sports teams. He is a member of the Temecula Valley Chamber of Commerce. James also developed a Breakfast Tutoring Program at Marjorie P. Hart Elementary School for academically at -risk students. Through the success of this program, the school was nominated for the Personnel Excellence Partnership Award, and James was nominated and chosen as one of the 1,000 points of Tight who received the first Presidential Points of Light Award in 1989. 1 James is currently President and CEO of J.C. Cooley Innovation Solutions, LLC, which is an information technology consultant company located in Temecula, California. In addition, James' illustrious career spans over 35 years in the information security industry. A retired U.S. Navy officer, he has served as Information Technology and Telecommunications Network Operation Officer, a U.S. Navy Recruiter, a Navy Drill Instructor (Company Commander), Information Assurance Officer, Communications Officer, Security Officer, and Director of Telecommunications Training and Development of Navy personnel at various locations overseas and throughout the United States. He hosted and produced 47 television shows titled "Cooley Fitness Tips" from 1989 to 1992, and was awarded the U.S. Navy Admirals Gallery and Rankin's Award for outstanding community service in the greater Mid -Eastern Area. His education includes a Master of Public Administration (MPA), with a minor in Human Resource Management, from Central Michigan University, along with a number of Masters Certificate Programs from the University of Notre Dame (Executive MBA) and Villanova University (Six Sigma Black Belt), Lean Enterprise Solutions, Organizational Leadership, Project Management, Information Systems Security Management, Advanced Information Assurance, Cyber Security for Government and Non -Government Programs, and Project Management Professionals). He received his Bachelor of Science with a double major in Vocational Education Studies and in Training, Education, and Development, from Southern Illinois University. His professional experience in the information security industry includes: Information Assurance Lead Professional, Subcontract Management Professional, Research and Analytical Skills Lead, Cost / Schedule Management, Personnel Management, Team Building, Safety / Certified Security Risk Control Management, DOD NSA Type 1 Crypto Development and Information Assurance Products Lead, Telecommunication / Network Operation Management, Regulatory Compliance Information Security Lead, Technical Direction Cross-IPT Coordination and Integrations, DIACAP Certification and Accreditation (C&A) Leader, Security Systems Engineering (SSE) Certification / Verification and Validation Lead, DOD Network and Telecommunications, Director of Navy Telecommunications Education Development and Training, Commander Naval Telecommunications Inspector General Team Lead, and Electronic Key Management 2 Systems (EKMS) Manager. In addition, James has acquired industry certifications and licenses in the following areas: Nationwide Mortgage License Registry (NMLR) and Texas (NMLR), Texas General Lines Agent (Property Casualty and Life Health), California Notary Public, Certified Chief Information Security Officer (C/CISO), Certified Information Systems Security Professional (CISSP), Certified Risk and Information Systems Control (CRISC) COMPTIA Security +, ITIL (V3) Foundation certified, Committee on National Security Systems (CNSS) National Standards, Master Training Specialist (MTS) including certifications in both Instructor Training and Curriculum Subject and Test Development, and Lean Six Sigma Green Belt (SSGB) certification. Moreover, James is a Navy Junior Recruit Officer Training Corp (NJROTC) Senior Military Science Instructor, certified at the college and high school levels in all 50 states and overseas DOD schools. James has dedicated his life to ensure our youths and young adults have a fighting chance to grow up and obtain the life skills training, understanding, academic, and goal setting disciplines—and most importantly, the tools—necessary to tackle today's problems for tomorrow's challenges. These Youth will be our future LEADERS. He currently resides in Temecula, California, with his wife Michelle and granddaughter Kae'Lani. 3 Copyright © 2014 by JC Cooley Options Opportunities / The Choice Program All rights reserved. Any reproduction of this book need authorization by JC Cooley. My Path A Short story By James Cooley "...Any man who may be asked in this century what he did to make his life worthwhile, I think can respond with a good deal of pride and satisfaction: `I served in the United States Navy.'" - John F. Kennedy Acknowledgment First and foremost I would like to thank my Lord and Savior Jesus Christ. 1 want to dedicate this writing in memory of my Grandmother, Mattie Blake; my Mother, Gladys Stephens; My Aunt Geneva and Uncle Robert Stephens; my brothers, Jerry Cooley and Joe Askew. In addition I want to say thanks to my other brothers and sisters: Mary Hayden, Rosemary Stephens' Robert Cooley, Willie Cooley, Gayle)Jo Suttles, Gary Stephens, and baby brother Jonathan Holloway. Without you, none of the memories would have been possible. also want to say thanks to all of the great people I encountered during my life that helped me form the character of the person I am today. Moreover, 1 thank Don Dickson for corning in my life and inspiring me to write "My Path." Most importantly I thank my beautiful wife, Michelle Cooley, for providing the inspiration to keep me motivated day to day. Lastly, I want to say thanks to my four children: James III, Deangelo, Brittany and Joshua. You are my heart, and help keep me focused on todays and tomorrows challenges. Thanks to you all. James Cooley My Path My name is James Cooley, Jr. I was born in Chattanooga, Tennessee on September 25, 1959. My mother—who never married—had 10 children by 6 different fathers. I grew up in one of the most dangerous housing project areas in Chattanooga. In 1965, my mother was unable to take care of all 10 children. She chose to send my brother Jerry (7 years old) and me (6 years old) to Graham, Alabama to live with my Uncle Robert and Aunt Geneva Stephens. I remember knowing, even as a young child living in Chattanooga, that it was very difficult for my mother to feed all of us kids, but we did have modern accommodations— electricity, indoor plumbing, bathrooms, stove, heat, and fridge. My new accommodations in Alabama, however, were vastly different. We had no modern electricity, no indoor plumbing, no bathrooms, no stove, no heat, no fridge. Instead, we had a pull bucket well, an outhouse in the pasture for bathroom service, and a small smokehouse to preserve our food, along with chickens, a few pigs and cows, and—most importantly—a mule to help us gather firewood and haul other things. My point is that, despite the lack of modern conveniences, I felt extremely rich because the biggest thing I had in Alabama was LOVE. That is where I gained my Knowledge, Understanding, and Core Values (my foundation) that I live by TODAY. I believe that being exposed to love, honesty, and trust gives us the building blocks that create our CHARACTER. I lived with my aunt and uncle for 5% years before returning to Chattanooga to reunite with my mother and siblings. Upon returning, I noticed that nothing had changed from the previous 5 Y2 years. Death occurred on a regular basis right in front of me, just as it had prior to my move. Seeing a person get shot, stabbed, or subjected to other horrible occurrences was an everyday event. In the projects/ghetto where I lived, a person had no way out—there was no escaping that cycle where only the same negative driving forces pushed the next generation and the next and the next. This was a generational time warp that all who lived this endured. The only way that I could see to escape was through education or college. When I entered 9th grade, I had an English teacher named (if I remember correctly) Mrs. Wilson. She was a beautiful lady, and is still one of the most caring teachers that I know. One day Mrs. Wilson approached me and changed my FOCUS on how I saw life. She asked me if I would be attending the local high school which was about one mile from where I lived. I answered yes. She told me that I had the ability to attend the top high school in Chattanooga—Kirkman Vocational Technology High—located 7 miles across town. She asked me to test for entry and said I should think about attending this school. Up to that point, NO ONE had ever told me I had the ability to do anything. I tested and was accepted into that school. Over the next three years, I had to travel to my high school by any way possible—walk or thumb a ride. However, I did extremely well in school and I graduated. After graduating from high school, though, I found myself still trapped in the projects/ghetto with no way out. There was one road that led to employment for an uneducated person or someone possessing a high school diploma, and I headed down that road. I was very familiar with this road, and I knew where it might end because so many people in my area only traveled this road. One thing we did not have was a good understanding of the word VISION. Therefore, we had tunnel vision—or what I call PARADIGMS—as we traveled down that one road. One day I was walking down that road and 1 accidentally took off my tunnel vision blinders and I shifted my PARADIGMS. As I continued walking down that road, 1 thought of a poem written by Robert Frost, called "The Road Less Traveled." Again, as 1 walked, I looked straight ahead and saw thousands and thousands of footsteps. Then, I looked to the left and saw a few footsteps and thought this could be another potential road. 1 looked to the right and saw even more footsteps. Now my thoughts were: I have OPTIONS, through OPTIONS, there are OPPORTUNITIES. But I only have one chance to make the right CHOICE. What should I do? It was clear to me that risks were involved; therefore, most chose to take the road most traveled. I decided to take the road leading to the left that only had a few footsteps. As I walked down this road. I saw a bus that approached and stopped. 1 got on tlx: bus. As this bus pulled off, I looked up and saw a sign that said NAVY. As I traveled on the Navy bus, I saw many, many more roads intersecting this path that I chose. As I grew and matured in my journey in the Navy, I learned to capture the advantages of the education opportunities offered through U. S. Navy programs. In addition, I utilized the Navy's travel opportunities, as well as the opportunities to learn and be mentored by some of the most inspirational leaders who have shaped me into the individual that l am TODAY. As I mentioned, this all started from the feeling I had of being LOVED in Graham, Alabama. h continued with my 9'' grade English teacher telling me that I had the ability to do something with my life. And, most importantly, it became real through my willingness to take risks/roads that others are not willing to travel. In closing, I believe that regardless of ''here a person conies from. regardless of how bad a person's situation or circumstances, regardless of the societal odds at stake against a person or even the generation that person may have been born in—if we as people learn to LOVE and push our past perceptions aside, we can make a difference in the lives of many of our youths and young adults. We must let them know that there are OPTIONS and OPPORTUNITIES awaiting them. We must help them make right CHOICES. This is why I created The J. C. Cooley OPTIONS & OPPORTUNITIES /The CHOICE Program. It has been said that IT TAKES A VILLAGE TO RAISE ONE CHILD. We are asking you to help us equip Today's Youth for Tomorrow's Challenges. Please choose to walk this path with us by supporting the J. C. Cooley OPTIONS & OPPORTUNITIES/ The CHOICE Program, a 501(c)3 Non -Profit Organization. About The Author President and founder of The J.C. Cooley Options & Opportunities/The Choice Program (501(c)3 Non -Profit Organization) James Cooley was born in Chattanooga, Tennessee. He is a retired military veteran who served 23 years in the U.S. Navy. James began his Navy career as an enlisted sailor. Through hard work and extreme dedication to excellence, James worked his way up through the enlisted ranks to reach the rank of E-9, Master Chief Petty Officer, prior to closing out his enlisted record after 15 years. However, James was then selected to serve as a commissioned officer for the following 8 years. He retired from naval service as a Navy Lieutenant (LT/03E). Following his retirement from the military, he worked for the U.S. Government and DOD defense aerospace industry, as well as starting his own company as a U.S. Government Contractor. James currently resides in Temecula, California, where he is a dedicated Business Owner, Motivational Speaker, and Community Activist, and has been a guest speaker for several major companies, the US military, various Rotary Clubs, churches, and local communities' events_ James is very proactive in his community. He has served on several boards including: City Community Steering Committee (Chair); Temecula Assistant Youth Counselor; Valley -Wide Recreation Center; and YMCA. He has supported youth development through the Adopt -A- School program and community mentoring programs, and as coach of youth sports teams. He is a member of the Temecula Valley Chamber of Commerce. James also developed a Breakfast Tutoring Program at Marjorie P. Hart Elementary School for academically at -risk students. Through the success of this program, the school was nominated for the Personnel Excellence Partnership Award. and James was nominated and chosen as one of the 1.000 points of fight who received the first Presidential Points of Light Award in 1989. James is currently President and CEO of J.C. Cooley Innovation Solutions, LLC, which is an information technology consultant company located in Temecula, California. In addition, James' illustrious career spans over 35 years in the information security industry. A retired U.S. Navy officer, he has served as Information Technology and Telecommunications Network Operation Officer, a U.S. Navy Recruiter, a Navy Drill Instructor (Company Commander), Information Assurance Officer, Communications Officer, Security Officer, and Director of Telecommunications Training and Development of Navy personnel at various locations overseas and throughout the United States. He hosted and produced 47 television shows titled "Cooley Fitness Tips" from 1989 to 1992, and was awarded the U.S. Navy Admirals Gallery and Rankin's Award for outstanding community service in the greater Mid -Eastern Area. His education includes a Master of Public Administration (MPA), with a minor in Human Resource Management, from Central Michigan University, along with a number of Masters Certificate Programs from the University of Notre Dame (Executive MBA) and Villanova University (Six Sigma Black Belt), Lean Enterprise Solutions, Organizational Leadership, Project Management, Information Systems Security Management, Advanced Information Assurance, Cyber Security for Govemment and Non -Government Programs, and Project Management Professionals). He received his Bachelor of Science with a double major in Vocational Education Studies and in Training, Education, and Development, from Southern Illinois University. His professional experience in the information security industry includes: Information Assurance Lead Professional, Subcontract Management Professional, Research and Analytical Skills Lead, Cost / Schedule Management, Personnel Management, Team Building, Safety / Certified Security Risk Control Management, DOD NSA Type I Crypto Development and Information Assurance Products Lead, Telecommunication / Network Operation Management, Regulatory Compliance Information Security Lead, Technical Direction Cross-IPT Coordination and Integrations, DIACAP Certification and Accreditation (C&A) Leader, Security Systems Engineering (SSE) Certification / Verification and Validation Lead, DOD Network and Telecommunications, Director of Navy Telecommunications Education Development and Training, Commander Naval Telecommunications Inspector General Team Lead, and Electronic Key Management Systems (EKMS) Manager. In addition, James has acquired industry certifications and licenses in the following areas: Nationwide Mortgage License Registry (NMLR) and Texas (NMLR), Texas General Lines Agent (Property Casualty and Life Health), California Notary Public, Certified Chief Information Security Officer (C/CISO), Certified Information Systems Security Professional (CISSP), Certified Risk and Information Systems Control (CRISC) COMPTIA Security +, ITIL (V3) Foundation certified, Committee on National Security Systems (CNSS) National Standards, Master Training Specialist (MTS) including certifications in both Instructor Training and Curriculum Subject and Test Development, and Lean Six Sigma Green Belt (SSGB) certification. Moreover, James is a Navy Junior Recruit Officer Training Corp (NJROTC) Senior Military Science Instructor, certified at the college and high school levels in all 50 states and overseas DOD schools. James has dedicated his life to ensure our youths and young adults have a fighting chance to grow up and obtain the life skills training, understanding, academic, and goal setting disciplines—and most importantly, the tools—necessary to tackle today's problems for tomorrow's challenges. These Youth will be our future LEADERS. He currently resides in Temecula, California, with his wife Michelle and granddaughter Kae'Lani. Attitude "Our single greatest gift is the freedom to choose our attitude. Your attitude is more important than knowledge, education, background, wealth, position, talent or appearance. It is even more powerful than what other people think or say or do. It will make or break a team... a company...a person... a relationship... a home. I am convinced that life is 5% what happens to me and 95% how I choose to look and react to it. And so it is with you... Your attitude is your choice!" - Ellen A. Miller Love Is patient, Love is kind, and is not jealous; Love does not brag and is not arrogant, Does not act unbecomingly; it does not seek its own, is not provoked, does not take into account a wrong suffered, does not rejoice in unrighteousness, but rejoices with the truth; bears all things, believes all things, hopes all things, endures all things Love never fails. 1 Corinthians 13:4-8 My Feet My feet are made for walking, not just for standing still. My feet are made for running, you can bet they will. They give my body freedom to go from place to place. But, where ever they may take me, my feet will leave a trace A trace that can be followed right back to their start, And Dad, you know where that is. It's right in your heart. Happy Father's Day! June 20, 1999 Joshua Cooley City of Temegublv 41000 Main Street Temecula, CA 92590 APR 17 www.cityoftemecula.org (951) 694-6444 GU GI -CRAW DCS, 2 �, Commission and Board 15Appointment Application For proper consideration, you must currently be a resident of -the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the.deadline. - Please check one: /Planning Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident 20 + Are you a City Registered Voter? List NAME: ,.•'M) FL -T Kecx OCCUPATION: J./..1sua., c& .fro}'E12-- ADDRESS CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: 4c? i7,.JsL,e [E EMPLOYER ADDRESS: Z /3‘13 to Oh? fiV�+-1 EMAIL raor.rfh s -1. •* /o I Educational Background/Degrees: iu 116,e -r) l -k .S . r ut IPa.*v ,) .f. c. . S Ts u . - 0 0— s,r,vru s List any City or County Board, Committee or Commission on which you have served and the year(s) of service: C�p„4E� mc ge See- A. -0J List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): 1, , L IJ fic , TN L v RMV CC .P4)4 NAS ) 1 C _ 4Al13 -vQ- CoAcrieo 'f & - s yva r - < g c. SV wA c n e+g- V O) • t - IA) /1/1 644 13E•4_ State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) -Tkr s v.RA4 r f- VN K Cyfeo w+fo -- ,4 u - Nura - k4 . Wo; I'i -/ ors 'A R AANt-- /0 LO --f ONG 'gts'%J4.1 T - — I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: �-� Date: Lr'- /3 -1 5 Please' mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Daniel J. Keck., LUTCF Marketing/Sales PROFESSIONAL OBJECTIVE To obtain a challenging marketing position where my strong public relations, communications and excellent sales/customer service skills can contribute to your company's profitability and growth as well as my own career advancement. QUALIFICATIONS Progressive experience in competitive, high-volume, consumer -oriented sales environments, solid background in meeting profitability goals through highly successful sales/marketing and client service. Team leader who approaches each project with a personal commitment to excellence. PROFESSIONAL EXPERIENCE Keck Insurance Agency, Inc. 1989 - Present Temecula, CA Family Business Since 1975 Marketing Representative / Insurance Agent / Broker Major responsibilities include handling all marketing for company and bringing in outside clientele, maintaining great rapport with businesses in the local area and also attending to there insurance needs. Prudential Insurance 1989 - 1997 Rancho Cucamonga, CA Insurance Agent - The policies I sold consisted of life, disability, variable contracts, fire and casualty. Some of my achievements consist of top ten in production for Prudential nationwide in 1990, agent of the year in California, National Sales Achievement Award, Century Club, Regional Business Conference, agent of the month several times throughout my career with Prudential. United Parcel Service 1981 - 1989 Sunnyvale, CA Job duties consisted of delivering and receiving all parcels, while maintaining excellent customer service for the company. Shop Stewart Teamsters Local 287, handled all arbitration's within hub. Education and Special Skills 1969 - 1972 Fullerton Union High School 1973 - 1974 Fullerton Junior College Waterpolo State and National Champions 1975 - 1980 San Jose State University Waterpolo Scholarship Bachelor of Science in Behavioral Science Minor Biology " Senior Status" 1989 California State Insurance License for sales of : Property and Casualty Insurance Life and Disability Insurance Series 6 Variable Insurance Broker / Agent 1993 Life Underwriter Training Council Fellow, LUTCF 1994 Advanced Business Planning 1995 Past Member Temecula Sunrise Rotary 2000 Real Estate License References available upon request Personal Mission Statement Strive to maintain action in line with values, leadership with integrity, and guidance with care. Honest accountability with myself and those I work with. Goals for myself and the team I work with that demand growth personally, professionally & spiritually. Always put the interest of our clients and associates above monetary gain. Continually strive to be the best that I can be today. Dan Keck Bio Dan Keck, Owner of the Keck Insurance Agency in Temecula As a native Californian, a resident of the Temecula Valley for the past 22 years, and a successful local businessman, Dan has long viewed giving back to the community as both a privilege and an obligation. Over the past two decades, his contributions have served to enrich the quality of life we've all come to appreciate. Serving with the Temecula Sunrise Rotary, he played a key role in the fundraising and construction of Rotary Park. Through his company, he donated a full-time employee to the Chamber of Commerce for a one-year term to help ensure that our local business community remains vibrant. He has also coached youth sports and volunteered extensively at the Community Recreation Center. In addition, he has made significant donations of time and money in a variety of civic causes, including improvements to the high school football stadium, the Temecula Valley Museum, and the Temecula Old Town Theater. Dan and his wife Dodie raised three boys in our area, City of Temetreir Commission and Board 41000 Main Street APR 2 0 20 Temecula, CA 92590 Appointment Application www.cityoftemecula.o' r y cell s i . (951) 694-6444 For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: X Planning Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident Are you a City Registered Voter? NAME: ,r t CJ) ("if/ Iai?/ea OCCUPATION: n -,< 44,44is. ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: EMPLOYER ADDRESS: EMAIL Educational Background/Degrees: ,47!-.4c//4";•6 List any City or County Board, Committee or Commission on which you have served and the year(s) of service: r/ List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): r! State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) // 1 understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. C/1 f1,L r Signature:4' c"/ �" '' C'f' �. � Date: 5 - / 2 r'( Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Application for Planning Commission Appointment Ronald C, Guerriero 4-19-2-15 Occupation - Compliance Officer, Environmental Health and safety - Semi -retired, Address - Daytime Phone - Evening Phone - Employer Name - Self Employed at home address Email - Educatiional Background/Degrees - AA Police Science, BA Criminal Justice Administration, Federal OSHA Certified Instructor for General and Construction Industries, 1 year of Environmental Law through UCLA outreach, Certified Instructor through California Specialized institute (OES) in Hazardous Materials Emergency Response, Incident Commander Operations and through FEMA Mass Casualty Response for hospitals. Also certified through the state and federal agencies for Trench Shoring, Fall Protection, Crane Rigging, and Confined Space entry and rescue. Instructor through EPA for Storm Water permitting and Best Management Practices. City or County Board, Committee or Commissions served on. Please see attached pages. Organizations to which I belong. Please see attached pages. Why I which to serve on the Planning Commission. First I believe that you should give back to the community in which you live and have done so in this community since 1988. Please see attached pages for other reasons. Ronald Guerriero Ron Guerriero Application for Planning Commission Position 4-19-2015 Sue and I have been married 46 years, In 1988 we moved our family to this beautiful area while it was still county, hoping it would be incorporated into city hood shortly. We raised three children here and now have grandchildren being raised here. My family first purchased property in Temecula in 1978 so we have seen many changes over the years. I am a Viet Nam Veteran serving from 1967-68, and a former police officer for LAPD and City of Orange. I owned my consulting business, formerly licensed in Temecula, for 25 years, and served as the Compliance Officer for a major construction company for 8 years overseeing 400 - 500 employees safety and health. I have been an active volunteer here since 1989 when I volunteered for the Temecula Town Assoc. for the rodeo, tractor race, rod run, and bingo. I was appointed to chair the public safety committee for three years and was then voted onto the board of directors by Pat Birdsall, Meg Moore, and Evelyn Harker. I served in that capacity until the TTA was sold. In 1989, upon incorporation, I applied for the Traffic Commission (later to become the Traffic/Public safety Commission) and was honored to be appointed. I served with Mr. Ron Roberts until he was elected to city council, and then until 1997 when I was appointed to the Planning Commission, where I have served until now. While on the Traffic Commission I approached the fire and police departments to see if they were interested in conducting a Public Safety Expo. After help from the city we held the first expo on Saturday, November 4, 1995 at he CRC. It proved to be a success with the community. I also served with Mr. Jeff Stone on the Regional Traffic Five Year Planning committee that involved Murrieta, The County and Cal Trans. Some of those projects we are finally seeing completed. I have served on three school site improvement committees (Rancho Elementary, Margarita Middle and TVHS), and as a volunteer with the Temecula Valley High School Bear Backers. I served as the president in 1990-91 when the football team won its first CIF Championship. I was one of six parents that erected the large TV in the stadium to remember that occasion. I also volunteered on the Temecula Valley Balloon and Wine Assoc. as chairman of the public safety committee until I was elected to the board of directors. I served as CEO in 1997. I served as a volunteer since 1991. I was a volunteer coach for TVLL, AYSO, and Pop Warner for over 10 years combined. I have served on many sub -committees over the years on both the Traffic and Planning Commissions, and continue to volunteer for every sub -committee that is called for. I am currently on the Altair and Gateway Projects sub committees. Also I served on the Old Town SP up -date, the Sustainability Plan, and as an alternate on the Jefferson Corridor plan. I love this community and have been honored to share a small part in its development. I have also been honored to serve with excellent Council Members and professional staff members, in addition to hundreds of dedicated volunteers, that have directed this community to the great place it is to raise a family. I would be honored if you would consider and appoint me to another term on the Planning Commission. I have gained much knowledge of planning over the years through attendance of courses in the American Planning Assoc., Planning Commission Assoc., WRCOG, and League of Cities workshops, in addition to in house training by our Planning Director. I also attend Riverside County Supervisors meetings, and City Council meetings to keep up to date on current planning philosophy. Thank you for all the great work you put in toward keeping Temecula the beautiful, clean, and safe community it has become. Respectfully submitted, Ron Guerriero WADDELL TREED Financial Advisors" April 17, 2015 To: City of Temecula Re: Ron Guerriero 3685 Main Street Suite 300 Riverside, CA 92501 951-781-0573 x108 • Fax 951-781-4397 Toll Free 800-386-3797 wmthinnes@wradvisors.com www.riverside,wrfa,com WILLIAM M. THINNES, CMFC', CLTC Financial Advisor I have known Ron Guerriero and his family for over 37 years. I have been witness on many occasions to Ron's enthusiasm, communication skills, and professional demeanor.Whether it was something as "simple" as running a Boy Scout troop or Little League team, or as challenging as helping to make the City of Temecula a better place to live. Ron is organized, reliable, dedicated, and able to handle whatever comes his way. As a 27 year resident of Temecula, Ron has my highest trust and recommendation to continue on as a member of the Temecula Planning Commission. Sincerely, William M. Thinnes April 12, 2015 City Council City of Temecula 41000 Main Street Temecula, CA 92590 1 have known Ron Guerriero since 1989 as a next door neighbor. His community spirit began right then. He volunteered for the Mud Run, Temecula Valley Wine and Balloon Festival. Temecula Valley football teams and directing traffic at many other events. I am sure there were others I have missed. He was selected for the Planning Commission after many years of his involvement. His service, along with the Council and many other departments, have created a wonderful community that we call home. We have lived here 27 years and have never regretted one day. With people like Ron and their involvement, this City is one of California's best. Thank you. Sincerely, Jim & Betty Shepherd City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: _Planning Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident /d Are you a City Registered Voter? 5/c NAME: /-F7 OCCUPATION: le -d --77.e__&-6 ADDRESS: DAYTIME PHONE: EMPLOYER NAME: i4/A CITY/STATE/ZIP EVENING PHONE: •,5;4/r)C EMPLOYER ADDRESS: /Y,Z4 EMAI Educational Background/Degrees: e/4/f)--z. 6 42.4 r,U ceK- / C' Seep C 74/C © , List any City or County Board, Committee or Commission on which you have served and the year(s) of servicer,,,co�4ij/Vt,t1 0044/N. r S s o,c/ — 7 y&-rzs ' /`.7y COC/ JCi c_ - 7 ye ---1Q-5 /!? Ec!-r�__,¢ P4N A.) Av i kv 6 Si a- V e -i List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): y,. c j , ? real'Se-Ai/ Oe- 0 rn3,46 State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) rF�4.7 C0.44. .4-L ! 5 S / o ti ,4 Z)ok/E COO 60 co D21c ©V6 ---k 7 PAL -5-7 6 EU J2AC— yEA-r25. — cvoce 4.0 41 ---tee- 7-0 co /c( rf--1.,4T w 0oe.K. I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: ct,t Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Date: 4 a 0 - 2O/� V City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission anded 2( Appointment Appilion For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: Planning 1(yd Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident C Are you a City Registered Voter? `-/- NAME: i C.1/` C ADDRES DAYTIME PHONE EMPLOYER NAME: OCCUPATION: V- CITY/STATE/ZIP -�„ /cc¼o EVENING PHONE: EMPLOYER ADDRESS: EMAIL_ 019-714980 5 Educational Background/Degrees: -E 64sS f ►'" , f'"kgv .*. List any City or County Board, Committee or Commission on which you have served and the year(s) of service: 1-2Qsc.)=e Cov wi . ( 7-001.7 - z��Q�, ����� C A *y u.)179 C kc� I List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) I understand that any or all information on this form may be verified. 1 consent to the release of this information for public information purposes. Signature: '�1 �� � ),\. Date: LI 7 `(/ 15 Please mail or return lto: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE (Cont'D) I want to serve on the commission and board to better serve the community at Targe, build a political career in Riverside County and the State of California. I have been around, grew up in and involved with politics, management, real estate and business ownership my entire live. After studying Business and Communications at Washington State University ( 1991-97) I began a career in sports management and real estate. I served on the Resource Committee for King County ( Seattle, WA) Committee to End Homlessness from 2006-2008. My family has been very active in service for generations. Great grandmother served the West Coast during WW II and Korean Wars, and my mother was a top leader in the 1960s -1980s in Seattle. There are numerous reasons why I love Temecula and want to build a solid political career in Riverside County. I believe in people, hard work, dedication, business development, education and planning growth scales properly. With the increase in population the past 10 years in Temecula and being in real estate I have studied many planning efforts from wineries, to ways and means along with development of Old Town. Being very active in Rancho Christian School and Church has allowed me the opportunity to really get to know people that have been here for 30 plus years. As ranchers, small business owners, military families and new millennials I feel strongly that my communication skills and charisma would add great value to the Planning Commission and Board. I plan on running for city council the next opening and want to move Temecula forward the next 40 years. I believe in Temecula, Riverside County, California and the future of this great country. I look forward to the opportunity to sit down and discuss what value I can add to the City of Temecula, my thoughts and learn more about the position of service to this great community that I can do. Warmest Regards, Richard Tyrrell Richard Turrell EMPLOYMENT Realtor (Dec. 2014- present) The Sun Team Realtors, Rancon Real Estate, Inc. CAL BRE#: 01971680 CRO/CMO (August 2014 -present) Max My Body, Llc. Student athlete mobile application and wearable device for proper nutrition planning. Shift Lead (July 2014- present) Ranch Christian School and Church Manage the facilities and janitorial service for Phase 3 growth of Rancho Christian -Varisty Baseball Coach (present) CEO Gan. 2008- present) Integral Sports Management, Llc. Representation of Professional (NFL, NBA and MLB) Athletes Director of Marketing (Aug. 2004 - Dec. 2007) John Hama. Home Realtyy, Inc. 4900 Stone Wav N.. Seattle. WA 98105 • Purchase and Sales agreements delivered, filed and secure. Prospecting clients using a Marketing mix that was personally invented with an IT dynamic and analytics. • Increased Realtors Net Income (NI) to exceed $500k p/yr ...200% growth. Supervisor (Sept. 2002 - Aug. 2004) Key Arena. Aram ark Services. Inc. • Inventory Control and IT training for future management. • Daily management of 75 plus employees with AP/AR of over $2MM. • Responsible for an average of $35k p/event at over 100 events p/vr. Supervisor (Feb. 1998 - Sept. 2002) Tropicana Field. Raymond James and SafeCo Field, Volume Services and Centerplate. Inc. • Creating employee handbooks. pricing and packaging strategies along with promotional mixes. • Various catered events along with supervising 80 plus vendors at Tropicana Field. • Hired approximately 1200 employees within concessions department at SafeCo Field. • Responsible for an average of $45k p/event at over 95 events p/Gr. EDUCA'T'ION Bachelor of Arts- Business. Marketing. 1997 Bachelor of Arts- Communications. Public Relations, 1997 WASHINGTON STATE UNIVERSITY. Pullman, WA College Program- Walt Disney World. Orlando, FL. Sept. 1997 - Jan. 1998 VOLUNTEER Resource Committee. King County Committee to End Homelessness. Seattle. WA. 2006-2008 CMOH- Community Mission Of Hove. Temecula. CA. 2013 -present ■ " IU RANCHO COMMUNITY CHURCH & CHRISTIAN SCHOOL S s a ., i _ n n I 1 , 4' , c To whom it may concern: I have known Richard Tyrrell for over 3 years now. I am excited to write a letter of personal reference for him. He has demonstrated that he is a strong follower of God, dedicated to serving the community, and a leader who can be trusted to move projects forward. Richard has been involved in our men's groups on various levels, he has worked with Project TOUCH, and he is always willing to lend a helping hand. Richard is interested in Ending Human Trafficking and is in the process of building his Sports Management Company. He is more than capable of growing any project he sets his mind to. Richard has big dreams and by God's grace I am confident he will accomplish whatever he sets his mind to. It has been a pleasure getting to know Richard. I am excited for any opportunity that comes his way and would highly recommend Richard for any position that fits his skillset. Feel free to email me with questions or concerns. Sincerely, Scott Treadway, Scott Treadway Lead Pastor / President Rancho Community Church and Schools City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Boa lc EIV Appointment Applicatykm 3 E 2015 4ATT GLERKS DEPT. For proper consideration, you must currently be .a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. e check one: anning V Community Services • Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident LI -1-- Are you a City Registered Voter? '16'5 NAME: Eli c yr tiC OCCUPATION: ga.t or -JAL _j 2EcTh2 ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME:VAISEr- PES i-1 GP V€ car. ► VA t 5 t= PL- A EMPLOYER ADDRESS: oAe.LAT--I , e4Z EMAIL_ Educational Background/Degrees: A'113 A , u r{/r V925 ► rY a F P 4o +v t < , Zoo 9 5.4Ni hie -6x) S1 A- JN►Ve/Si1``1 y Ms List any City or County Board, Committee or Commission on which you have served and the year(s) of service: Ne.-. List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): e 0°i S COutT5 6F AME/0 cel , CA4/3k 44Sr'. • t -ht LLC2 1ACA-ab ty 6cA-ie,D OFTe-USTEESECRETA�`1 State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) 5 E IrF EAC:t i✓ Q I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: �- Date: 1/2-q/Z-G 15 Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE ERIC LEVINE Personal Statement Temecula has become an unparalleled, thriving city of 106,000+ citizens. It is centrally located, diverse, safe, has terrific schools, a booming Old Town, and of course, Southern California's wine country! Temecula is a great place for families. After several years volunteering, I decided to contribute more directly to the community. I recently applied for the City Council vacancy left by Chuck Washington. In my presentation, I advised the City Council that if not selected, I planned to stay involved and apply for a role on one of Temecula's commissions or the Old Town Local Review Board. After it was awarded to Mike McCracken, Mayor Comerchero and the council encouraged all of the candidates to consider those roles. In my opinion, Temecula has at least 3 important needs: • Improve freeway access and traffic • Attract business and industry • Grow meaningfully and responsibly I am open to serving where I can be of greatest help. I believe I can leverage my leadership, facilitation and communication skills to build consensus and advance the agenda, regardless of the board or commission I serve. All are interesting in their own way: • Planning appeals to my roots: my father was a real estate developer in San Diego. • Community Services appeals to me as a volunteer in youth activities. • Public/Traffic Safety appeals to my desire for continuous improvement. • Old Town Local Review Board appeals to the historian in. me. In my day job, I work for a leading healthcare organization, where I am responsible for IT operations at hospitals and clinics throughout Southern California. I have over 100 direct and indirect reports. My resume lists several key skills, including: Leadership — Strategy — Change Management — Oversight of Multi Million $ Budgets. Those who know or work with me can attest that I am a quick study and dedicated servant, who gives 100 percent to my endeavors. My volunteer record is also strong. I currently serve Hillcrest Academy as Secretary of its Board of Trustees. I am also concluding 3 -years of service as Cubmaster and a leader of Pack 614, one of the largest Cub Scout Packs in the Temecula Valley (70+ boys and their families). I formerly served as a coach and board member for Friday Night Lights (flag football). Whether at work, home or volunteering, I leverage my education, experience and skills each day to make a difference. Sincerely, Eric Levine ERIC LEVINE OBJECTIVE Attain appointment to a City of Temecula Board or Commission. SKILLS AND QUALIFICATIONS • 16 years of Leadership experience in IT Operations and Technical Project Management. • Strategic thinker with a penchant for process improvement. • Excellent communication skills, working effectively with varied audiences. • Extensive experience in program planning and execution (IT, capital construction and infrastructure). • Strong risk mitigation, team building and change management skills. • 24 years of diversified healthcare experience. EDUCATION Master of Business Administration. University of Phoenix, 2004. Bachelor of Arts. San Diego State University, 1995. COMMUNITY INVOLVEMENT Hillcrest Academy. Temecula. Secretary, Board of Trustees, 2014 — Present. Boy Scouts of America. Cub Scouts Pack 614, Committee Member and Cubmaster, 2012 — Present. Friday Night Lights. Temecula -Murrieta, Board Member, 2011 — 2014. PROFESSIONAL EXPERIENCE KAISER PERMANENTE, SOUTHERN CALIFORNIA Director, Regional IT Operations — Southern California, 2011 — Present Operations Manager, IT Field Services — Baldwin Park and Fontana, 2005 — 2011 Select Accomplishments: ✓ Reviewed performance against multi-million dollar managed services (vendor) contract and identified efficiencies, improved processes, which led to a renegotiated agreement. ✓ Represented management in union negotiations with SEIU, for newly represented employees. ✓ Planned and implemented staffing models and enhanced performance standards to better serve clients. ✓ Initiated and facilitated a cross -functional project review team to review ongoing issues. ✓ Designed and implemented 7x24 and 5x12 support models to meet business needs. Duties: • Oversee 100+ technical staff, contractors and vendors across (6) service areas providing distributed computing, network, and telephony support. • Accountable to maintain service levels, customer satisfaction and performance against budget. • Develop and implement program -wide service levels and customer satisfaction metrics. • Establish clear objectives and tactically execute assigned projects/strategies. • Proactively utilize metric trends and data to ensure effective use of resources. • Develop annual budget (operating and capital) and prepare periodic forecast. • Monitor adherence to processes, tools, and best practices. • Initiate process improvements to achieve business results. • Challenge processes that do not support appropriate solution delivery. • Evaluate and continually challenge staff performance improvements. City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: XPlanning Community Services Public Traffic Safety Old Town Local Review pgai Number of years as a City of Temecula Resident Are you a City Registered Voter? APR 3 0 2015 NAME: Sona I-lpOg.5- 4 i OCCUPATION: Qrnthri S -i' ADDRESS I P DAYTIME PHONE: I, EVENING PHONE: P EMPLOYER NAME: haiAirl, V I`,11 r`1 Cev --# " EMPLOYER ADDRESS:.3I(005-T .� EMAI erne Educational Background/Degrees: List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) I understand that any or all information on this form may be verified. I consent to the release of this information f i public information purposes. Signature: Date: 1 3O ease mail or return .: City of Temecula, City Clerk's Offi• e 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE /5 - SONYA HOOKS-BROYLES, OD Professional Summary Co -Owner of private optometric practice in Temecula for 17 years. The practice specializes in family practice, glaucoma, specialty contact lens fitting, medical optometry, and adjunct affiliation to Western University College of Optometry as a clerkship, externship site for students. Work History Optometrist/Co-Owner, 02/2007 to Current Redhawk Vision Center of Optometry - Temecula, CA Acquired Redhawk Vision Center, and merged Borgatta Eye Care. Optometrist/Co-Owner, 02/1998 to 02/2007 Borgatta Eye Care - Temecula, CA Optometrist/Co-Owner, 08/1994 to 07/1997 Eye Master Associates - Glendale, AZ Education Doctor of Optometry: Optometry, 1993 New England College of Optometry - Boston, MA Bachelor of Arts: Psychology, 1988 University of California, San Diego - La Jolla, CA Community Involvement Member, Rotary Club of Temecula (1998-2001) Temecula Woman Club (2010-2013) YMCA Scholarship Committee (2002-2007) Member, Temecula Chamber of Commerce (1998 -Current) Secretary, Rancho Pueblo Master Association, Temecula (2010 -Current) Professional Membership Women of Optometry Personal Married to Donny Broyles, daughter Amani, and son Jarrett. Why are you interested in serving on the City of Temecula Planning Commission? My desire to serve Temecula in the capacity of Planning Commission will further my passion of giving back to my community over 18 years. My family called Temecula home in 1989. Being a business owner in Temecula since 1998 I have a real pulse of the city needs, and desire to continue to amplify the progress and direction of positive growth in Temecula. What skills do you possess which qualify you to fill this office? • Business owner and operator in Temecula for 17 years • Amiable Mediator • Team Player/ Team Builder Please discuss your experiences with civic leadership and community engagement in Temecula. • Member, Rotary Club of Temecula (1998-2001) • YMCA Scholarship committee (2002-2007) • Temecula Woman Club (2010-2013) • Member, Temecula Chamber of Commerce (1998 -current) • Secretary, Rancho Pueblo Master Association (2010 -current) • Sponsorship: o Great Oak High School o Temecula Valley High School o Linfield Christian School City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: Planning Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident 3 Are you a City Registered Voter? YES NAME: v a L - r - ADDRESS: DAYTIME PHONE: EMPLOYER NAME: I t + OCCUPATION: N„v!r Orl<er CITY/STATE/ZIP (r EVENING PHONE: EMPLOYER ADDRESS: /cr EMAIL Educational Background/Degrees: iA- . 5 _ N v A- L� c ► Y A r.r N APo t s , Nt 2 PklYS'C %-L. SC (C C'c,8cIrrL�v5c ftLc u,(S t'7-7oN I C S L EL ITT N ( C a T L. Ev E -L) i N P rt o L) CLT sal , —,v /t b cv -+ i 1 List any City or County Board, Committee or Commission on which you have served and the year(s) of C t O2 c O iv Fs/. service: -t ri Iry E GV L r < cc, c) t' -J A U o 0/ R L4 7 S N /TV -"E d !2- "7 E C- TV cv 'S L c.. u B '-'-' P w /`rg /4 E Lk, List any organizations to which you belong organizations, service clubs, etc.): (A, S N is L t U O ., ii L re fZ- Pr i 5 0 rip e_ E7 State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) �g y �, I S row f r, lL A -r ? 3 4 Ay Com e.i 7 r/a4•••.,7-1- (professional, technical, volunteer groups, non-profit �, o C / /1- fl c jt12- $ . . A V A N S'ri 77 4- f e 7"ir~r %t -L-s a, L.O('E- 0% ?'.�2tz u[ Se L �TIYZ�I &, L C21 -7t-1_ I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: •� Date: 11 30 Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE April 30, 2015 City of Temecula 41000 Main Street Temecula, CA 92590 Dear City of Temecula, I wish to be considered for a position on the Temecula Planning Commission. I am a retired Navy commander and a graduate of the United States Naval Academy. I spent over 30 years in uniform, in positions of increasing responsibility, and have been the recipient of many performance awards. I would bring to the commission ability. I earned a level III certification (the highest level) for project management via progressive training through the Defense Acquisition University. I did so well at my job in project management that I was selected as a member of DoD's elite Defense Acquisition Corps without even applying. This means that the DoD entrusted me with running the highest level, highest ticket military hardware projects in the nation. The skills learned and demonstrated, of seeing significant projects from conception to planning to execution to completion, come into play and would benefit the City of Temecula. I would bring to the commission vision. For years I have marveled at the incredible, natural beauty of Temecula, but have been perplexed by the shabby appearance of the city when entering its gates. First impressions count, and Temecula's 1st impression needs an upgrade. I advocate cleaning up both ends of Temecula Pkwy & Winchester Rd. Further, residences need to remove/restore old, worn, dilapidated fences and signs, and clean up their land near the city's entrances. This vision, of cleaning up the entrances to the city, would be a driving goal. I would bring team expertise. A former football player and team captain, wrestler, track star and commanding officer, I have deep experience and have excelled on many teams. I was class president three years in high school, many years ago. I know how to get along with people and thrive in the bureaucracy of government service. I have often repeated and subscribe to words said to me by an exceptional lead many years ago, "The #1 most important trait of a successful team member is the ability to get along." While I am strong enough to speak my mind when I disagree, I know how to state my case with logic, patience, and respect for those teammates whose opinion differs from my own. I have led and followed! I have the time. I am retired from the military now (since 2012) and Temecula is home. I would treat this position as a primary endeavor and would bring my skills, energy, passion and time to bear. Please consider me favorably for a position on the Planning Commission. Respectf lly, Kyle F. 'aker, CDR USN (Ret) �•�� _,_r��_ City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at: the time the `application is submitted. The original completed application must be receivedby the deadline. Please check one: X Planning Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident 3 Are you a City Registered Voter? Yes NAME: KC W. Teske OCCUPATION: ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EMPLOYER NAME: US Bank VP, Business Development Officer EVENING PHONE: Sams EMPLOYER ADDRESS: 27280 Jefferson Ave Ste 202 Temecula EMAIL Educational Background/Degrees: University of Wisconsin - Madison ; Bachelors of Science in Economics List any City or County Board, Committee or Commission on which you have served and the year(s) of service: N/A List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): N/A State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) I really want to be a part of the community and I feel this will allow me to get that start I need . I want to be a contributing member of our city, and I really feel I can add value. I understand that any or all information this information for public informatio Signature: this form may be verified. I consent to the release of urposes. Date: April 27, 2015 Please m.i or return to: City of Temecula, City Clerk's Office 1000 Main Street, Temecula, CA 92590 PLEA BE AWARE OF THE ADVERTISED DEADLINE v KC JESKE BUSINESS DEVELOPMENT OFFICER Experienced Banking and Finance professional. Expansive knowledge of sales, leadership, analysis and negotiating principles. Communicates effectively and concisely, verbally and in writing. Maintain professional conduct at all times. Effective and goal orientated leader. Organize workload to complete multiple tasks and special projects. Customer service and detail -oriented. Seasoned investor. Strengths: • Expert knowledge of Commercial/Residential Real Estate, Finance, Accounting and Banking. • Goal Oriented, driven by 100% Customer Satisfaction. ■ Real Estate/Mortgage • Consultative Relationships • Problem Solving (Negotiations) AREAS OF EXPERTISE • Marketing • Leadership • Expense Allocation/Budgeting • Analysis • Client Management ■ Finance PROFESSIONAL EXPERIENCE US Bank, Temecula, CA, 03/2009 - Present U.S. Bancorp (NYSE: USB), with $266 billion in assets, is the parent company of U.S. Bank, the 5th largest commercial bank in the United States. The company operates 2,850 banking offices and 5,173 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions. SBA Business Development Officer (07/2014 — Present) Develops contacts and leads in order to generate Small Business Administration loan financing for small businesses. Provide financing, through the SBA program, for the owner/user to purchase Commercial Real Estate, buy a business, buyout a business partner, or provide working capital financing to assist the business with the goal of increasing profitability and sustainability in their respective communities. • Maintain an approval ratio of over 95% • Rank 5th of 34 Business Development Officer's throughout the company in average spread Client Manager (04/2012 — 07/2014) Develops, manages and retains high value business banking relationships and brings new business relationships to the bank. Focus is on service-oriented culture and cross-sell/other revenue enhancing activities. Responsibilities include: managing loan and portfolio credit quality, sourcing prospects and developing new customer relationships, providing financial advice to customers, selling appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross -sell opportunities and making appropriate referrals. • Manage a portfolio with over 100 clients and $70 Million in loans. Top Client Manager for San Diego/Inland Empire Region Q4 2012, 01 Q3 Q4 2013, Q1 2014. Quarterly Pinnacle winner Q4 2012, Q1 2013, Q3 2013, Q4 2013, Q1 2014. Annual Pinnacle winner 2013. Business Banking Officer (03/2009 — 04/2012) Meets or exceeds assigned sales goals through outside sales, incidental activity to outside sales, and other activities. Contribute to the profitability and growth of Business Banking by building, developing, and managing new and expanded client relationships with small business customers. Consults with customers and prospects about their financial goals and needs and identifies and promotes U.S. Bancorp products and services to best meet those needs. Use strong financial analysis to make sound lending decisions on Commercial Real Estate, SBA and Business Loans. Actively cross -sells appropriate banking products to new and existing customers and refer clients to other U.S. Bancorp areas for additional needs. • Top 10% West Region for Q4 2009, 2010, 2011. • Client base of over $25 Million. Produced over $400K Revenue in 2010, Top 3 Banker San Diego/Inland region 2011, consistently exceeding production goals. • Quarterly Pinnacle winner, Spring Campaign Winner (2010, 2011), Fall Campaign Winner (2010, 2011) KC JESKE Page 2 WACHOVIA BANK, N.A., Bermuda Dunes, CA, 05/2007 — 03/2009 Publicly held. Fourth largest bank holding company in the United States based on assets, and second largest U.S. full-service brokerage firm based on client assets. Offices located in 21 states across the nation with over 710,000 employees, Financial Specialist Prospect and identify qualifying leads. Strengthen and develop new business and deepening relationships with existing customers, by providing unparalleled service. Provide financial consulting to prospective and established customers and assess their long-term financial goals (Investments, Deposits & Mortgage). • Quickly earned the trust and respect to lead and motivate staff of 8 people. ■ Sales ranking in the top 1% nationally within the corporation. Ranked overall in the top 1/2% in my position, with over $65 Million in deposits 2008. ■ Day to day interactions with customer's, being able to examine and communicate their situations, determining the appropriate, definitive answer in a positive manner. BANKERS REALTY / JESKE REALTY, La Quinta, CA, 01/2002 — 05/2007 Privately held. Large residential and commercial real estate firm with 30 offices in California and 700 employees. Personal clients included Mark McCormick, Founder IMG, Arnold Palmer, and Chad Krueter. Realtor/Loan Officer Ensured client satisfaction by using excellent communication skills. Assisted in preparation of marketing plan and budget for each project. Implemented Division and Corporate marketing programs. Directed Division's land acquisition programs. Oversaw sales staffing and administration due to HR skills. Influenced cooperative efforts of others, both within and beyond direct lines of personal authority. Promoted positive and effective relationships with land sellers and the brokerage community. Use pay -for - performance incentives for the five realtors I oversaw. • Mortgage broker with exceptional knowledge and service experience. ■ Built strategic alliance with radio station serving as the Coachella Valley's real estate expert for 20 minutes live on weekly show. ■ Sold over $5,000,000 in 2005, and over $15,000,000 in 2006. In 2006 was in top 10% of the Coachella Valley in R.E. Sales. • Created & implemented strategies to lead encourage & coach my team, landing us in the top 10% of the Coachella Valley in 2006. Sand2Surf, La Quinta, CA, 04/2005 — 01/2007 Co -Owner. Privately held. Real Estate construction company, Built, rehabbed and sold multiple homes. I assisted in all aspects of development from beginning to end. From the planning stages, to creating and executing the budget, and build out to the final sale of properties. AJ MORGAN PROPERTY MANAGEMENT, West Hollywood, CA, 01/2001 — 01/2002 Privately held. Commercial real estate firm worked with high net worth individual investors and Apartment Complex owners. Clients also included Yum Brands. Realtor/Property Manager Calculated and analyzed investors IRR and CAP rates associated with investment offerings. Helped collect, gather, and analyze site information for sites as possible selections for acquisition. KC JESKE Page 3 EDUCATION AND LICENSES ■ BS Economics, University of Wisconsin, Madison, 2001 • Formerly Licensed in state of California with a Series 6 and 63 Securities License, Life and Health Insurance and a Real Estate Broker • Computer Proficient — Microsoft Office: Word, Excel, Access, PowerPoint, and most other computer applications, v City of Teri1pg,ga, 41000 Main Street Temecula, CA 92590 Sint U www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must bereceived by the deadline. Please check ZPublic %/Planning Cmmunity Services Traffic Safety 1OId Town Local Review Board Number of years as a City of Temecula Resident 9 t Are you a City Registered Voter? 'Ie --S NAME: L C V r N C OCCUPATION: g -1 o^1At- 1 i 'C-Th2 ADDRESS: ITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: ISE PERN7 of -,e KA 15 ER- PZ AZA EMPLOYER ADDRESS: oAKI-4-10, c 4 15164 z EMAIL_ Educational Background/Degrees: Mf3A, rr'-/ OF PNo n,►,t, Zoo FSA 54,.s b ovN.tV�tLS1-1-c1 'i`1`iS List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): Ioi S Coc;tr5 be /�MeJL c.4 � Gu%3MASTER, 9 ,-I-i Li, T' ACA -Da -my ✓30AIP1) o F'1'easre€Sr SCCeETAg--1 . State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) 56C 1 ACS A, I understand that any or all information on this form may be verified. 1 consent to the release of this information for public information purposes. Signature: _ Date: 4// 2-0-016- Please n,/ ?-'°fS Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE ERIC LEVINE Personal Statement Temecula has become an unparalleled, thriving city of 106,000+ citizens. It is centrally located, diverse, safe, has terrific schools, a booming Old Town, and of course, Southern California's wine country! Temecula is a great place for families. After several years volunteering, I decided to contribute more directly to the community. I recently applied for the City Council vacancy left by Chuck Washington. In my presentation, I advised the City Council that if not selected, I planned to stay involved and apply for a role on one of Temecula's commissions or the Old Town Local Review Board. After it was awarded to Mike McCracken, Mayor Comerchero and the council encouraged all of the candidates to consider those roles. In my opinion, Temecula has at least 3 important needs: • Improve freeway access and traffic • Attract business and industry • Grow meaningfully and responsibly I am open to serving where I can be of greatest help. I believe I can leverage my leadership, facilitation and communication skills to build consensus and advance the agenda, regardless of the board or commission I serve. All are interesting in their own way: • Planning appeals to my roots: my father was a real estate developer in San Diego. • Community Services appeals to me as a volunteer in youth activities. • Public/Traffic Safety appeals to my desire for continuous improvement. • Old Town Local Review Board appeals to the historian in me. In my day job, I work for a leading healthcare organization, where I am responsible for IT operations at hospitals and clinics throughout Southern California. I have over 100 direct and indirect reports. My resume lists several key skills, including: Leadership — Strategy — Change Management — Oversight of Multi Million $ Budgets. Those who know or work with me can attest that I am a quick study and dedicated servant, who gives 100 percent to my endeavors. My volunteer record is also strong. I currently serve Hillcrest Academy as Secretary of its Board of Trustees. I am also concluding 3 -years of service as Cubmaster and a leader of Pack 614, one of the largest Cub Scout Packs, in the Temecula Valley (70+ boys and their families). I formerly served as a coach and board member for Friday Night Lights (flag football). Whether at work, home or volunteering, I leverage my education, experience and skills each day to make a difference. Sincerely, Eric Levine OBJECTIVE ERIC LEVINE Attain appointment to a City of Temecula Board or Commission. SKILLS AND QUALIFICATIONS • 16 years of Leadership experience in IT Operations and Technical Project Management. • Strategic thinker with a penchant for process improvement. • Excellent communication skills, working effectively with varied audiences. • Extensive experience in program planning and execution (IT, capital construction and infrastructure). • Strong risk mitigation, team building and change management skills. • 24 years of diversified healthcare experience. EDUCATION Master of Business Administration. University of Phoenix, 2004. Bachelor of Arts. San Diego State University, 1995. COMMUNITY INVOLVEMENT Hillcrest Academy. Temecula. Secretary, Board of Trustees, 2014 — Present. Boy Scouts of America. Cub Scouts Pack 614, Committee Member and Cubmaster, 2012 — Present. Friday Night Lights. Temecula -Murrieta, Board Member, 2011 — 2014. PROFESSIONAL EXPERIENCE KAISER PERMANENTE, SOUTHERN CALIFORNIA Director, Regional IT Operations — Southern California, 2011 — Present Operations Manager, IT Field Services — Baldwin Park and Fontana, 2005 — 2011 Select Accomplishments: ✓ Reviewed performance against multi-million dollar managed services (vendor) contract and identified efficiencies, improved processes, which led to a renegotiated agreement. ✓ Represented management in union negotiations with SEIU, for newly represented employees. ✓ Planned and implemented staffing models and enhanced performance standards to better serve clients. • Initiated and facilitated a cross -functional project review team to review ongoing issues. ✓ Designed and implemented 7x24 and 5x12 support models to meet business needs. Duties: • Oversee 100+ technical staff, contractors and vendors across (6) service areas providing distributed computing, network, and telephony support. • Accountable to maintain service levels, customer satisfaction and performance against budget. • Develop and implement program -wide service levels and customer satisfaction metrics. • Establish clear objectives and tactically execute assigned projects/strategies. • Proactively utilize metric trends and data to ensure effective use of resources. • Develop annual budget (operating and capital) and prepare periodic forecast. • Monitor adherence to processes, tools, and best practices. • Initiate process improvements to achieve business results. • Challenge processes that do not support appropriate solution delivery. • Evaluate and continually challenge staff performance improvements. City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. MAY_ 0 Please check one: Planning X Community Services Public Traffic Safety _Old Town Local Review Board Number of years as a City of Temecula Resident over two Are you a City Registered Voter? yes NAME: Leonard V. DeSanti OCCUPATION: Law Enforcement (recently retired) ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: (formerly) U.S. Department of Homeland Security EMPLOYER ADDRESS: 500 12th ST SW, Washington, DC EMAIL Educational Background/Degrees: Master of Arts in Human Behavior, National University, La Jolla, CA; Bachelor of Science in Criminal Justice Administration, San Diego State University, San Diego, CA; Associate of Arts in Liberal Arts, San Diego Mesa College. 42015 i n DEVI% List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) !have twenty years of Service in the Federal Government, having worked in Los Angeles, San Diego, and Washington DC where I held several high level management and leadership positions. Please see my resume attached, thank you. I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: Date: 05/04/2015 Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE 4/13/2015 USAJOBS - Resumes Leonard Vincent DeSanti Availability: Job Type: Permanent, Temporary, Term, Detail, Seasonal, Summer, Presidential Management Fellows, Recent Graduates, Multiple Appointment Types, Intermittent, Internships, Telework Work Schedule: Full -Time, Part -Time, Shift Work, Intermittent, Job Sharing, Multiple Schedules Desired United States - CA locations: United States Work Experience: U.S. Immigration and Customs Enforcement Series: 1801 Pay Plan: GS Grade: 15 1201 Maryland Ave Washington DC, DC 20536 United States 08/2014 - 03/2015 Salary: 141,000.00 USD Per Year Hours per week: 40 Unit Chief (This is a federal job) Duties, Accomplishments and Related Skills: Enforcement and Removal Operations, Headquarters Law Enforcement Systems and Analysis Division, Statistical Tracking Unit Chief. Supervised a staff of law enforcement officers, statisticians, and contract employees whose function it was to produce recurring and ad-hoc reporting for the agency. Stakeholders included all levels of Agency officials and top-level managers, elected officials, non-governmental agencies and press. Reviewed reports for accuracy, and met with managers and team -members to formulate action plans in response to high level intensive reporting requirements, often with very short deadlines. Utilized database systems to run reports, edit, and alter methodologies as applicable. Provided subject matter expertise to higher levels of management, and worked to modernize the unit by adopting advanced technologies and methods. Supervisor: Tadgh Smith Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal Operations Washington Field Office Fairfax, VA 20598-5216 United States Series: 1801 Pay Plan: GS Grade: 15 04/2009 - 08/2014 Salary: 155,000.00 USD Per Year Hours per week: 50 Deputy Field Office Director (This is a federal job) https://www.usajobs.gov/Applicant/Resume/ListResumes 1/8 4/13/2015 USAJOBS - Resumes Duties, Accomplishments and Related Skills: Provide oversight and direction of all Field Office enforcement and detention activities within the Virginia Commonwealth and District of Columbia area of responsibility, with the goal of identifying, apprehending, and removing criminal aliens and National Security threats from United States. Supervise a staff of over one hundred and fifty enforcement, support, and supervisory personnel located in Fairfax, VA and five sub -offices throughout the AOR. Function as Acting Field Office Director in his absence. Increased overall productivity while decreasing costs. Through a series of meetings and work groups, improved relationships with internal and external stakeholders such as Office of Investigations (OI), Office of Chief Counsel (OCC) and American Immigration Lawyers Association (AILA). Oversaw and led in the expansion of the Secure Communities (SC) program and Interoperability. Result was an increase the number of criminal aliens identified and processed in state prisons and local jails . Established a 24/7 Command Center to respond to law enforcement Immigration Automated Queries (IAQ) and other requests for service. Manage detention operations utilizing Inter- governmental Service Agreements (IGSA), transportation contracts, and compliance contractors. Manage alternatives to detention (ATD) programs, and non -detained dockets, containing the highest concentration of national security and human rights cases in the U.S. Oversee and direct the Criminal Alien Program, 287(g), Fugitive Operations, and Criminal Prosecutions. Increased both quantity and quality of casework. Deciding official on Post - Order Custody Reviews (POCR). Recommending Official for personnel actions, hiring actions and disciplinary procedures. Perform liaison with governmental and NGO stakeholders and work with public information officers on matters of public interest hi .rofile cases. Supervisor: M. Yvonne Evans Okay to contact this Supervisor: Yes U.S. Immigration and Customs Enforcement Series: 1801 Pay Plan: GS Grade: 15 Enforcement and Removal Operations This a time-limited appointment or 500 12th St NW temporary promotion Washington DC, DC 20536 United States 08/2012 - 11/2012 Salary: 155,000.00 USD Per Year Hours per week: 50 Deputy Assistant Director (This is a federal job) Duties, Accomplishments and Related Skills: While detailed to ERO Headquarters as Deputy Assistant Director for Field Operations West, I oversaw and supervised the twelve ERO Field Office Directors in the Western United States. I also managed a staff of supervisors and officers at Headquarters whose responsibility was to ensure communication and correspondence with the Field, congress, NGO's and other entities. I provided daily operational guidance and support, and facilitated communication between the Field Offices and other Headquarters components. I prepared correspondence for higher levels of management at the Asistant Director, Executive Associate Director, Director, and DHS Departmental levels. I acted as liasison to Field and advisor to higher levels https://www.usajobs.gov/Applicant/Resume/ListResumes 2/8 4/13/2015 U SAJOBS - Resumes of management on operational, bugetary, administrative, policy, and planning issues, and dealt with a wide range of sensitive issues and policy matters. I oversaw the ATEP, program designed at disrupting alien smuggling along the Southwest US Border and reducing associated violence. I oversaw the Interior Repatriation Program, aimed at reducing recidivism rates of illegal border entrants. Supervisor: Chris Shanahan Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal Operations Los Angeles Field Office Los Angeles, CA United States Series: 1801 Pay Plan: GS Grade: 14 02/2007 - 04/2009 Salary: 115,000.00 USD Per Year Hours per week: 50 Assistant Field Office Director (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to the Los Angeles, CA DRO Field Office and also the Santa Ana, CA Sub -Office. Supervised approximately 130 employees and subordinate supervisors at the GS -5 through GS -13 levels. Oversaw transportation, detention and staging operations facilitating the safe movement of over 9,000 subjects per month. Supervised the Justice Prisoner Alien Transportation System (JPATS), in coordination with the United States Marshals Service (USMS), to ensure the safe return of criminal alien Central Americans to their country of origin. Oversaw a large-scale Criminal Alien Program (CAP) and 287(g) program which identified and processed over 500 cases per month. Ensured that criminal aliens were presented to the Assistant United States Attorney's Office (AUSA) for criminal prosecution for re-entry after deport. Implemented standard operating procedures to improve accountability and care of aliens in custody. Conducted staff briefings and management informational meetings. Ensured statistical reports compiled and forwarded accurately and on-time. Conducted administrative inquiries and investigated allegations of mis-conduct. Liaison with foreign government officials, members of the press, non-governmental organizations (NGO) and other stakeholders. Coordinated pro -active special enforcement operations with other law enforcement agencies. Initiated contracts and Inter -governmental Service Agreements (IGSA) for detention and transportation. Supervised the Santa Ana Sub -Office. Oversaw and expanded fugitive operations, CAP, prosecutions, detention, transportation, non -detained, administration and budget and other projects as assigned. Supervisor: Norma Bonales-Garibay Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal operations San Diego Field Office San Diego, CA United States Series: 1801 Pay Plan: GS Grade: 13 haps://www.usajobs.gov/Applicant/ResumetistResumes 3/8 4/13/2015 USAJOBS - Resumes 09/2005 - 02/2007 Salary: 78,000.00 USD Per Year Hours per week: 50 Supervisory Detention & Deportation Officer (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to the San Diego, CA DRO Field Office. Oversaw and supervised the transfer of the Criminal Alien Program (CAP) from Office of Investigations (OI) to Detention and Removal Operations (DRO). CAP is a program to identify, apprehend and remove criminal aliens serving time in local, state and federal jails and prisons. Was one of the first DRO offices in the Country to fully transition the program. Implemented standard operating procedures to identify greater numbers of removable aliens incarcerated in jails and prisons, and expanded CAP from approximately 30 processed cases per month to over 300. Implemented a reporting system to track effectiveness and growth of the program. Supervised a CAP team. Met with heads of local law enforcement agencies to promote the program and increase cooperation. Handled complex deportation cases involving multi jurisdictional issues and specific violations of immigration law. Provided advice and training to subordinates. Led hiring panels for new hires. Evaluated employees and completed annual appraisals. Recommended monetary and non -monetary awards. Investigated allegations of mis-conduct and reported findings to upper management for disci lin ai action if substantiated. Supervisor: Joe Greene Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal Operations San Diego Field Office San Diego, CA United States Series: 1801 Pay Plan: GS Grade: 12 10/2004 - 09/2005 Salary: 85,000.00 USD Per Year Hours per week: 50 Deportation Officer (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to Correctional Corporation of America (CCA) Otay Detention Facility (ODF) under the San Diego, CA DRO Field Office. Identified, arrested and removed criminal aliens and immigration status violators from the United States. Reviewed cases for legal sufficiency and initiated removal proceedings with the Executive Office of Immigration Review (EOIR). Worked with Service trial attorneys from the Office of Chief Counsel (OCC) to ensure cases progressed appropriately. Monitored a docket closely through legal proceedings and the appeals process and enforced orders of federal judges and magistrates. Recommended cases for bond, no bond, release on recognizance (ROR), order of supervision (0/S), or parole based on a review criminal history and the provisions of the Immigration and Nationality Act (INA). Interviewed detainees and conducted 90 day and 180 day file reviews on all detainees according to regulations. Worked closely with foreign embassies and consular officials to obtain travel documents in order to return aliens to their country of origin safely after final order of removal. Obtained https://www.usajobs.gov/Applicant/Resume/UstResumes 4/8 4/13/2015 USAJOBS - Resumes State Department clearances for deportees and escorting officers. Performed security escorts to deportees and presented them to law enforcement officials in destination country. Responded to congressional inquiries and prepared detailed reports on aliens in custody. Located and arrested fugitive aliens using a variety of investigative techniques including public information databases, personal contacts and interviews, other law enforcement agencies, and surveillance. Formed operational plans. Conducted pre and post operational briefings. Led teams of agents and safely executed building entries and arrest of targeted subjects. Functioned as acting supervisor for extended periods. Functioned as Security Control Officer and obtained TECS/IBIS access for entire staff of officers. Collateral duty as SEN administrator, an automated system for reporting significant incidents through the chain of command. Supervisor: Doug Haroldsen Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal Operations San Diego Field Office San Diego, CA United States Series: 1801 Pay Plan: GS Grade: 12 03/2003 -10/2004 Salary: 60,000.00 USD Per Year Hours per week: 50 Deportation Officer/Training Officer (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to the San Diego, CA DRO Field Office. Enforced the provisions of the Immigration and Nationality Act. Located and arrested fugitives and other violators of immigration law. Utilized a variety of investigative techniques including public information databases, personal contacts and interviews, other law enforcement agencies, and surveillance. Formed operational plans. Conducted fugitive operations and led pre and post operational briefings. Led teams of agents in the safe execution of building entries and service of arrest warrants on criminal fugitive aliens. Managed a docket of cases pending removal proceedings. Designed, implemented, coordinated and taught training programs for all officers, supervisors and staff. Maintained a training record database. Managed funding and ensured timely payment to all training vendors. Processed requests for training of individuals and groups and ensured that requests were relevant to the job. Designed and taught curriculum aimed at officer safety. Taught classes on a variety of topics including firearms, defensive tactics, non -deadly force, fugitive operations, airborne pathogens, etc. Ensured officers had access to sensitive law enforcement databases as required by the job. Certified PICS Security Officer. Supervisor: Marc Rapp Okay to contact this Supervisor: Yes U.S. Immigration & Customs Enforcement Enforcement and Removal Operatons Los Angeles Field Office Series: 1801 Pay Plan: GS Grade: 12 https://www.usajobs.gov/ApplicanUResume/ListResumes 5/8 4/13/2015 USAJOBS - Resumes Lancaster, CA United States 09/2000 - 03/2003 Salary: 50,000.00 USD Per Year Hours per week: 50 Deportation Officer (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to Mira Loma Facility in Lancaster, CA, under the Los Angeles DRO Field Office. Identified, arrested and removed criminal aliens and immigration status violators from the United States. Reviewed cases for legal sufficiency and initiated removal proceedings with the Executive Office of Immigration Review (EOIR). Worked with Service trial attorneys from the Office of Chief Counsel (OCC) to ensure cases progressed appropriately. Monitored a docket closely through legal proceedings and the appeals process and enforced orders of federal judges and magistrates. Recommended cases for bond, no bond, release on recognizance (ROR), order of supervision (O/S), or parole based on a review criminal history and the provisions of the Immigration and Nationality Act (INA). Interviewed detainees and conducted 90 day and 180 day file reviews on all detainees according to regulations. Worked closely with foreign embassies and consular officials to obtain travel documents in order to return aliens to their country of origin safely after final order of removal. Obtained State Department clearances for deportees and escorting officers. Performed security escorts to deportees and presented them to law enforcement officials in destination country. Responded to congressional inquiries and prepared detailed reports on aliens in custody. Supervisor: Denise Lopez Okay to contact this Supervisor: Yes United States Border Patrol Imperial Beach Station San Diego, CA United States Series: 1896 Pay Plan: GS 03/1995 - 09/2000 Salary: 50,000.00 USD Per Year Hours per week: 50 Border Patrol Agent/Senior Patrol Agent (This is a federal job) Duties, Accomplishments and Related Skills: Assigned to Imperial Beach, CA Station under San Diego Sector. Enforced immigration and other federal laws along the United States borders. Conducted line watch, checkpoint, city patrol, bicycle patrol, etc. Participated in Operation Gatekeeper, a multi -faceted strategic plan designed to restore the integrity and safety of the Southern Border of the United States. Conducted surveillance utilizing a variety of electronic equipment including night vision scopes and seismic sensors. Conducted investigations and analyzed physical evidence in order to locate and arrest illegal aliens and smugglers. Prepared intelligence reports on routes of travel of aliens entering the United States illegally and recommend allocation of resources for deterrence. Arrested and processed large groups of illegal aliens and prepared cases for administrative and criminal prosecution. Performed liaison w/foreign consulates and law enforcement officials. Worked with local, state and federal law enforcement https://www.usajobs.gov/Applicant/Resume/UstResumes 6/8 4/13/2015 USAJOBS - Resumes in joint operations. As a field training officer, supervised trainee agents, completed work appraisals and made recommendations for retention/termination. Detailed to the range and to the Federal Law Enforcement Training Center (FLETC) as a firearms instructor. Assigned to the Border Criminal Alien Program (BORCAP), a pro -active unit designed to enhance the safety of communities and improve the security of the United States by identifying and arresting criminal aliens. While assigned to the Anti -Smuggling unit, arrested alien smugglers and seized vehicles used in transport. Volunteered for details to other stations and sectors to augment operations. Supervisor: Ed Parra Okay to contact this Supervisor: Yes Education: National University San Diego, CA United States Master's Degree 06/1998 Credits Earned: 90 Quarter hours Major: Human Behavior Relevant Coursework, Licenses and Certifications: Organizational Leadership, Learning Theory, Diversity in the Workplace. San Diego State University San Diego, CA United States Bachelor's Degree 06/1994 Credits Earned: 120 Semester hours Major: Criminal Justice Administration Relevant Coursework, Licenses and Certifications: Public Administration, Technology and Government, Correctional Institutions. Mesa College San Diego, CA United States Associate's Degree 06/1992 Credits Earned: 60 Semester hours Major: Liberal Arts Relevant Coursework, Licenses and Certifications: Statistics, Literature, Science, General Education, etc Coleman College La Mesa, CA United States Technical or Occupational Certificate 06/1984 Credits Earned: 60 Quarter hours Major: Computer Technology Relevant Coursework, Licenses and Certifications: Computer Technology, Programming, Maintenance and Repair of Computer Networks. Job Related Training: 1995: Basic Border Patrol Academy Class #280 1998; Journeyman Border Patrol Agent Academy 1999: Firearms Instructor Training Program (FITP) #FITPX 902/30. 2001: Fugitive Operations Class hops://www.usajobs.gov/Applicant/Resume/ListResumes 7/8 4/13/2015 USAJOBS - Resumes 2003: Structured Interview Techniques for the Position of Immigration Enforcement Agent. 2004: NCIC/NLETS Train the Trainer 2006; Supervisory Leadership Training, Leadership Development Center. 2006; ICE Office of Professional Responsibility Administrative Inquiry Training Class# ICE-OPR-AIT-602. 2008: Advanced Supervisory Leadership, Leadership Development Center. 2010 Strategic Thinking Seminar, Johns Hopkins University 2013: DHS Mid -Level Intelligence and Tactical Analysis Course (MITAC) Language Language Spoken Skills: Spanish Written Read Advanced Advanced Advanced References: Name Employer Title Phone Email Marc Rapp (*)Immigration & Customs Enforcement Doug Immigration & Haroldsen (*) Customs Enforcement Enrique Immigration & "Henry" M. Customs Lucero (*) Enforcement Oliver Immigration & Program Francisco (*) Customs Manager Enforcement (*) Indicates professional reference Assistant Director Acting Supervisory Deportation Officer Field Office Director Additional Information: Received the award for Marksmanship at basic Border Patrol Academy. Along with others, received congratulatory memorandum from the White House for the successful implementation of Operation Gatekeeper. End result was a more secure border and a dramatic decrease in the amount of illegal activity in the area. Working knowledge of computer networks, word processing, database management, and spreadsheets, etc. , Intermediate and advanced courses taken in Microsoft Word, Access, Excel, and PowerPoint. Proficient at performing records checks and criminal histories using ENFORCE, CIS, DACS, CLETS, Choicepoint, and other computer-based records management systems. Ability to speak, read, write, and understand the Spanish Language. Certified in First Aid and CPR. Certified by the Federal Bureau of Investigation in Fingerprint Identification. Extensive training in defensive tactics and martial arts. Served as Range Officer 1999- 2002. Detailed September 2000 to the Border Patrol Academy at Charleston, SC, and IOBTC at Glynco, GA in 2001 as a Firearms Instructor. Outstanding Rating and a Cash Award in 1999, Cash award in 2001. Outstanding Rating, Cash Award and Time Off Award 2002-2007. Comp TIA A+ and Network+ Certified. Current security clearance. https://www.usajobs.gov/Applicant/Resume/ListRestffnes 8/8 City of Temecula 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 Commission and Board Appointment Application MAY 12 2015 4WEPT, Please check one: Planning X Community Services Public Traffic Safety Old Town Local Review Board Number of years as.a City of Temecula Resident 26 Are you a City Registered Voter? Yes NAME: Gary A. Oddi OCCUPATION: Teacher ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: Temecula Valley Unified School District EMPLOYER ADDRESS: 31350 Rancho Vista Rd, Temecula, 92592 EMAI Educational Background/Degrees: B.A. Behavioral Science, M.A. ed. Emphasis Special Education, California Teaching Credentials: Administrative Services, Social Science, Physical Education, Special Education Learning Handicapped List any City or County Board, Committee or Commission on which you have served and the year(s) of service: TVUSD / Temecula Community Prevention Plan 1990 - 92 Temecula U.S.D. Joint Use Advisory Committee 1992 - 93. TVUSD Business Plan Advisory Committee, 1996 - 98 List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): American Psychological Association; Teacher Affiliate and Sport Psychology Division (47) - American Trail Link, Rails to Trails Conservancy - Charity for Charity - Green Lane Project / People for Bikes Project LETS / Let's Eliminate the Stigma (Staff Advisor) - Association of American Sport Psychology State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) See Attached Letter of Intent, Resume, and Letters of Recommendation .1 understand that any or all information on this form may be verified. 1 consent to the release of this information for public in • rmation purposes. Signature: Date:/ " C1/41S-Ar— lease 1/41.alease mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Kevin Hawkins Director of Community Services City of Temecula 41000 Main Street Temecula, California 92590 Dear Mr. Hawkins, My name is Gary A. Oddi, and I am writing to apply for the vacant Community Service Commissioner position, as posted to the City of Temecula website on April 29, 2015. It is my intent to support and collaborate with the leadership of our community to preserve the positive aspects of our city, while assisting in the continued progress toward our future. I love this City and want to make it even better than it is today. My family has been blessed with the opportunities this city has provided. We have been involved in services from youth theatre, to sports, to recreational activities and quality entertainment. This city has provided my wife and me opportunity to raise our children and grandchildren in a most positive safe environment that encourages heathy involvement. With 39 years of experience as an educator and 26 as a resident, property owner, and public employee in the City of Temecula I believe I have a great deal to offer the commission. I have been both a K -12 administrator and teacher in public and private schools and a college instructor. Though my general experience in education has provided many opportunities to work collaboratively with staff, students, and families, my 15 years in school administration here in Temecula has afforded me the opportunity to work on joint use and development projects with the City. As the Principal of Helen Hunt—Jackson Elementary School, I worked with the Temecula Valley Unified School District facilities department and the City of Temecula as we built that school in 1998. As the administrator in charge of facilities at Great Oak High School, I worked with the school district and city to coordinate construction of that school in 2002. I continued to be in contact with the public works department and the city architect regarding on — going facilities construction and traffic concerns. As a teacher, coach, athletic administrator, and principal I have collaborated with Community Services mostly for joint use of school facilities. Most recently, as the athletic director at Great Oak High School, I helped schedule school facilities for city recreation use and for student use of facilities at Birdsall Park. These specific experiences in Temecula combined with a variety of related jobs, volunteer positions, and event participation provide me with a perspective that should be valued on the Community Service Commission. Of significance are; Parks and Recreation Employee, Teacher and Administrator for Special Needs students, Youth Athletics League President, Race Director, and I have been a recreational swimmer, runner, hiker, cyclist, and youth sports coach in Temecula since 1989, (See Vitae). Living a healthy lifestyle has been a priority to my family and me, while modeling and teaching healthy habits has been my passion as an educator. I currently choose to teach the Health Psychology Option in my IB Psychology course and I have written the curriculum for only one of two UC approved Sport and Exercise Psychology courses in the State of California. As athletic director 1 provided leadership in the development of a healthy involvement climate that encourages the participation of all students at Great Oak High School. I strongly believe that the infrastructure, attitude, and investments this city makes in healthy living services will only inspire a climate of wellness and a wealth of fulfillment in our community. As a member of the Commission, my hope is to continue to build this positive culture. I have lived in Temecula for the past 26 years. My daughters are planning to live here and raise our grandchildren here. I am motivated to do my part to serve and keep this stellar city moving in a positive direction. I appreciate your consideration of my application. Sin Gary A. Oddi Gary A. Oddi PERSONAL INFORMATION and REFERENCES Teacher of Psychology Age: 60 Marital status: Married 3 daughters James Wilcox Temecula Community Services, Recreation Supervisor Phone Ginger Safstrom Temecula Public Library Youth Services Manager Phone: Email: ntendent of Schools, Temecula Valley USD Keith Moore Principal, Great Oak High School WORK HISTORY 2008 - PRESENT GREAT OAK HIGH SCHOOL Teacher • AP Psychology • IB Standard and Higher Level Psychology • Sport and Exercise Psychology • General Psychology • Geography • AVID 2005 - 2013 CONCORDIA UNIVERSITY Adjunct Instructor, M.A. Sports Administration • Psychology of Sport • Legal Aspects of Sport 2003 - 2008 GREAT OAK HIGH SCHOOL Athletic Director ! Assistant Principal 1998- 1994 1994 - 1998 • Athletics • Facilities • Special Education HELEN HUNT — JACKSON ELEMENTARY SCHOOL Principal NICOLAS VALLEY ELEMENTARY SCHOOL Principal 1989 - 1994 MARGARITA MIDDLE SCHOOL AND TEMECULA ELEMENTARY SCHOOL Assistant Principal 1980 - 1989 ALTA LOMA JUNIOR HIGH SCHOOL TEACHER: SPECIAL DAY CLASS - LEARNING HANDICAPPED, SCIENCE, PHYSICAL EDUCATION,SOCtAL STUDIES 1980 - 1889 ONTARIO HIGH SCHOOL COACH: VARSITY BASEBALL, FRESHMAN BASKETBALL 1979 - 1980 ST. BONAVENTURE HIGH SCHOOL TEACHER - ENGLISH, WORLD CULTURES COACH: VARSITY BASEBALL 1979 - 1980 CITY OF ONTARIO PARKS AND RECREATION RECREATION SITE ASSISTANT EDUCATION 1976 - 1979 La Verne College, La Verne, Califomia B.A. Behavioral Science 1881 - 1983 1991 - 1994 CERTIFICATIONS Califomia State Polytechnic University, Pomona, Califomia M.A. Ed Califomia State University, San Bemardino, Califomia Administrative Services Credential Program 1979 Ryan Single Subject Social Science Credential 1983 Ryan Single Subject Learning Handicapped Credential 1994 Ryan Administrative Services Credential 2011 Single Subject Physical Education Credential COMMUNITY SERVICE AND VOLUNTEER ORGANIZATIONS 2011 — Present 2012 — Present 2012 — Present 2014 — Present 2014 - Present 2014 - Present 2004 - Present 1991 - 2009 Charity for Charity "Charity for Change" High School Program (Quality Community Service) National Alliance on Mental Illness Green Lane Project / People for Bikes Let's Eliminate the Stigma Club (Facilitate this club that works in the community to educate the public on the reality of Mental Illness) International Mountain Biking Association (Inland Valley Chapter) American Trail Link, Rails to Trails Conservancy Dollars for Scholars (Formerly, Temecula Valley Scholarship Foundation) Temecula Youth Sports: Coached TYBA Basketball, Little League Baseball and Softball, and TYSA Soccer PROFESSIONAL GROUPS 2008 — Present 2007 — 2011 2014 -- Present American Psychological Association; Teacher Affiliate and Sport Psychology Division (47) Association of American Sport Psychology AWARDS AND RECOGNITIONS 2015 Stars of the Valley, "Invest in Others Award" 2009 Family First Award 2009, 2014, 2015 Crystal Apple Teacher Recognition 2005 — 2006 Riverside County "Models of Excellence" Award for Involvement Program, Great Oak High School 1999 — 2001 Awarded Federal Grant Department of Ed, Office of Indian Education Grant to supply Native American Students at Helen Hunt — Jackson Elementary School with educational technology support 1997 Golden Oak Lifetime Achievement, California PTA 7//- TEMECULA VALLEY Unified School District May 7,2015 To Whom It May Concern: SUPERINTENDENT Timothy Ritter BOARD OF EDUCATION Julie Farnbach Kevin Hill Sandra Hinkson Dr. Allen Pulsipher Dr. Kristi Rutz -Robbins It is with great pleasure and enthusiasm that I write this letter of recommendation on behalf of Mr. Gary Oddi who is seeking a position on the Temecula Community Services Commission. I have known Gary for nearly fifteen years and have had the opportunity to work closely with him as principal colleagues in the Temecula Valley Unified School District and then when he served as the Athletic Administrator at Great Oak High School where I was the principal. In this time I have come to know Gary as an outstanding educator, exceptional coach, and a wonderful person. When Great Oak High School was in its planning stage, Gary Oddi was among the first people I selected to serve as part of our vision and planning team. In his capacity as Athletic Administrator, Gary dedicated countless hours to the organization of our athletic program by planning, ordering start up materials, and the hiring of our coaching staff. He was also instrumental in the establishment of the GOHS vision and core beliefs that are now our cultural norms. When I review the expectations for the Community Services Commission, I know Gary is the right fit. His wealth of community knowledge, experience in the realm of youth sports, and his background in scheduling and managing field and facility use uniquely prepare him and qualify him with the skill set you seek and need. There is no doubt in my mind that he is the right candidate for this position. Mr. Gary Oddi has the drive, passion, interpersonal skills, experience and credibility that allow him to make a positive impact as a Community Services Commissioner. He is hard working, a great communicator, and most importantly is all about personal and organizational success. When you talk about true leaders, you are talking about Gary Oddi and that is why I wholeheartedly and without reservation endorse his application to become a member of the Temecula Community Services Commission. If I can be of further service, please do not hesitate to contact me. Sincerely, Timothy Ritter Superintendent 31350 Rancho Vista Road / Temecula, CA 92592 / (951) 676-2661 GREAT OAK HIGH SCHOOL 32555 Deer Hollow Way Temecula, California 92592 951-294-6450 To Whom It May Concern: I am honored to recommend Gary Oddi for the City of Temecula Community Service Commissioner. I first had the privilege of working with Gary eleven years ago while he served in the role of Athletic Director/Assistant Principal at Great Oak High School. Gary impressed me immediately with his commitment, professionalism, leadership, and deep passion for the community he served. It was evident that Gary's passion had a deep impact on students, staff, and parents and that he had an innate ability to build community around any given initiative. As Co -Principal at Great Oak High School for the past three years, I have worked with Gary in such a way that allows me to know the traits he has displayed in TVUSD and at Great Oak High School are the very traits that will be foundational to his success in serving our city. Gary has a unique and refreshing humility, coupled with personal and professional confidence. His contribution to our school community over the past eleven years has had a profound impact in making Great Oak High School the highest performing public high school in all of Riverside and San Bernardino County. As a teacher, Gary has single handedly built the Psychology program to its current success. Most notably as a coach, Gary started our mountain bike team serving over 40 students. As an administrator, Gary's calm demeanor and open door policy paved the foundation for our subsequent administrators to build a quality rapport among the entire staff on our campus. Gary has been a significant influence in building a legacy of excellence at Great Oak High School. Although I can go on and on with specifics, I am sure Gary's resume highlights all of these accomplishments. Of the staff of approximately 260 employees at Great Oak High School, I seek Gary's advice and insight when making programmatic and educational decisions. He is one in a select few that I am intentional in discussing ideas and brainstorming potential outcomes to decisions. I value his perspective to the level of those who are currently on my administrative team. All of the above highlights Gary's current strengths as a teacher leader on our site. His current work at Great Oak High School, a school in the top two percent of high schools across the nation according to Newsweek Magazine and the Washington Post, will be an asset in the role of City Service Commissioner. He is considered a leader by our staff and has embraced that role throughout his eleven years at Great Oak. Once again, I believe Gary's contributions on our site have proven he is a strong candidate for this position and I offer my highest recommendation without hesitation. Please feel free to contact me if I can provide additional information to support his candidacy. nce ely, Keith Moore Co -Principal, Great Oak High School To Whom It May Concern GREAT OAK HIGH SCHOOL 32555 Deer Hollow Way Temecula, California 92592 951-294-6450 Twelve years ago I had the wonderful opportunity of meeting Gary Oddi. I had heard so many good things about him. He had been a well-respected principal here in Temecula and now had been hired as the new Athletic Director at Great Oak High School. Within days I realized that Great Oak and the City of Temecula were blessed to have Gary here in our community. As Athletic Director, Gary stressed the importance of treating each other with respect. Gary spent time stressing the importance of sportsmanship to his coaches and players as well as the fans. The students admired Gary and Great Oak quickly became an example to others. Within a few years other schools followed his example. As our Athletic Director Gary encouraged participation, he knew the value of keeping students involved. Teams at Great Oak became no- cut teams. Gary knew that by having students involved in school activities meant that a student had a greater chance of being successful in life. He created an environment where students felt safe and welcomed. We are a stronger community because of Gary. Sportsmanship at the high school level improved under Gary's leadership. He is a kind and caring man that looks for the good in all people. Gary has a wonderful supportive family that encourages him to be the best he can be. It is a pleasure to say that Gary is a friend of mine. He is patient and makes sound decisions. He looks for the good in others and makes those around him better individuals. He has been an important fixture in our community for over twenty years and has been a mentor to our students at Great Oak at all levels. Gary would be a wonderful asset to our community. He understands the needs of our youth. He cares about students and is able to relate to them. He is an outstanding teacher and knows how to motivate those around him. He has great insight and impeccable character. It is my honor to recommend Gary Oddi. Sincerely, Don Skaggs Activities Director City of Teme, 41000 Main Street Temecula, CA 92590 MAY 13 www.cityoftemecula.org (951) 694-6444 CITY CLera rKs oePT. ld Commission and Board 415Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: Planning x Community Services ._Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident Are you a City Registered Voter? NAME:Av�� ADDRESS: DAYTIME PHONE: EMPLOYER NAME: OCCUPATION: Ork lot.S M1W. frit ITY/STATE/ZIP EVENING PHONE: EMPLOYER ADDRESS: .c -a ot•t !'! /IGS A EMAIL Educational Background/Degrees: 3 4 Sx , /097 SDSU List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): - Ic►v+ec vl jrkll.r r Gtlr%i�� Prc6rs,nvt,(5 ('Tv iAl l') State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) S e-� a,40c�t I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signatur Date: °C-("7/7°15-- Please 5("7/ 7`'15 --Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE 05/11/2015 David Cutler Candidate for: CITY OF TEMECULA COMMUNITY SERVICES COMMISSION Hello and thank you for your consideration. For the last 5+ years I have lived and worked in this great city. As a homeowner I take great pride in the many city programs and mandates in place that keep this community beautiful and a desirable place to live. I would like to personally help in any way that I can to continue to improve the community services that we have currently, as well as plan for future programs. My experience in government is thin, to say the least. However, I don't feel that that should detract from my abilities to work with and contribute to a great team of leaders. Abraham Lincoln said: "Give me six hours to chop down a tree and I will spend the first four sharpening the axe." The biggest factor in my past successes has been my ability to be a forward -thinker. Anticipating the needs of people and a community are absolutely paramount when determining the future success of those who plan for and execute those needs. When I moved here I knew that I wanted to build my business in this community. I started from scratch and within 3 years was able to quit my day job and now I am one of the most sought-after wedding professionals in the valley. I attribute my success first to my wife, who has been an incredible partner, and next to my 14 years of experience in the restaurant industry. There I learned that being two steps ahead was the biggest key to ensuring that guests had a pleasant experience. This work ethic has been permanently engrained in me and it continues to serve me so well today. After leaving the restaurant industry I became a fully licensed financial advisor and spent several years learning the ins and outs of personal finance. I also hold a B.A. in Sociology from San Diego State University, my emphasis being in marriage and family counseling. I have used my education and experience to coach and council couples in pre -marital classes, as well as personal finance. As part of one of the largest churches in the Inland Empire I was a co -instructor for "Finances God's Way" which taught the biblical tenets of personal finance. Today I enjoy living in Temecula with my wife Janine and our great dog Harlow. I want to be a part of this commission because giving back to the community is something that weighs greatly on my heart. I know that running a city isn't all puppy dogs and rainbows, and I certainly do not expect that joining this commission will be without its challenges. I know that I can help the existing commission in many ways, and welcome the opportunity to meet with you and share more of my vision for the City of Temecula. Thank you. David Cutler 05-15-15A10:42 RCVD City of Temecula II Commission and Board 41000 Main Street Temecula, CA 92590 www.cityoftemecula.org (951) 694-6444 MAY 15 20 i i CEIVE1 Appointment Application -ITT CIL.CRIVS U P.A For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: Planning X Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident lel— Are you a City Registered Voter? X NAME: N1 -V MP k l.v- AS OCCUPATION: 01.%Svc.--1 P` t--4:7 ADDRESS: CITY/STATE/ZIP DAYTIME PHONE EMPLOYER NAME: SMP SCLC Cc>rvSOCT t N EVENING PHONE: EMPLOYER ADDRESS: EMAIL Educational Background/Degrees: SSC �n< c c-te 12�Su M� List any City or County Board, Committee or Commission on which you have served and the year(s) of service: SEE o\ -k -t List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): 1 c\IPsCHS cc- SU S State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) ,,L Dc CkkES S1 PCE h/�'e t�C Le-) 0,1_40 I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: 2,/,, at 1 A ii(Pi Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Date: 5I lo ALISHA M. WILKLNs, M.S. PUBLIC POLICY LEADER 1 COMMUNITY BUILDER 1 STRATEGIC PLANNER .e_ A pro -active and engaged public affairs leader with expertise in community outreach and development; dedicated to meeting the expectations of internal and external customers. A proven problem solver and strategist, capable of working collaboratively with stake holders, including: staff members, elected officials, community partners, volunteers, board members, donors, foundations, and business leaders. HIGHLIGHTS • Recruited agency's first Riverside County Board members - Michelle Ouellette (Best, Best, & Krieger), Claudia Galvez (Clinicas Pro Salud), and Julie Bornstein (Assemblywoman Ret.) • Facilitated relationship building with Riverside key stakeholder leading to their support of recent electoral efforts in the amount of $10K • In April 2013, lead coordination of Legislator's Luncheon for community partner co -hosted by Mayor Rusty Bailey from the City of Riverside - there were over 25 elected officials from across Riverside County in attendance at this event including the Mayor of Banning - Debbie Franklin and the Mayor of Palm Desert - Jan Harkin • Oversaw Riverside County grassroots team identification and outreach to 3k supporters in Riverside • Worked with Director and Vice President of Public Affairs on the development of campaign strategy resulting in the election of pro -choice candidates in the state legislature and congress in west riverside county for the first time in over twenty years • Collaborated with Development and Community Engagement on securing $30,000 advocacy grant through the California Endowment to increase youth advocacy in Riverside County PROFESSIONAL EXPERIENCE Planned Parenthood of the Pacific Southwest (PPPSW) Riverside County, California Community & Government Relations Manager November 2003 — September 2014 Responsibilities: Lead the development and implementation of public affairs program using strategies to increase organization's presence in Riverside County. Expand outreach through formation of strategic partnerships and relationships with key community stakeholders including supporters, volunteers, organizations, and elected officials. Oversee Grassroots Outreach Coordinator volunteer activities and Legislative Coordinator's outreach. Educate external customers, like the public and elected officials, on the work of the organization in the community and public policy issues regarding reproductive health. Guest lecturer at University of California Riverside and San Diego, College of the Desert, Riverside Community College, and San Diego State University. Serve as agency's spokesperson for local print and televised media. Interim Director of Public Affairs May 2003 - November 2003 Responsibilities: Directed public affairs involvement in coordinating the 2003 Action Fund Party Fundraiser in collaboration with the Development team — this event generated over $130,000 in 501 (c) 4 non -tax deductible donations with over 150 supporters in attendance. Worked with the Vice President of Development on creation of the "Mobilizing the Fight" plan: a strategic plan aimed at identifying and mobilizing activists in support of reproductive health used in outreach to donors. Served as part of state-wide public affairs leadership team responsible for deciding and prioritizing policy for the agency. Public affairs spokesperson at board meetings (c3 and c4), agency events, and with potential donors and supporters. Provided leadership and guidance to Public Affairs team throughout duration of position which occurred during the six month maternity leave of current Public Affairs Director. Legislative Coordinator May 2001- 2003 Responsibilities: Developed and implemented strategies to educate elected officials on policies concerning reproductive health. Monitored and provided analysis of federal, state, and local legislations or policy impacting reproductive health care. Created and executed a complete legislative contact program which included lobby visits, center tours, correspondence (written or telephonic), and materials for educating elected officials. Developed and maintained relationships with elected officials and other community leaders to facilitate relationships with these respective individuals and the organization's senior staff and board members. Provided legislative updates for use in supporter/volunteer activations, publications, meetings, and handouts. Assisted in the coordination of the annual Action Fund Party and other Public Affairs events. 1 ALISHA M. WILKINS Carpi & Clay San Diego, California Assistant Lobbyist June 1999 — April 2001 Responsibilities: Developed and maintained relationships with San Diego business leadership and community organizations. Collaborated with partners and associates in the development of outreach strategies for government relations clientele. Provided advocacy on behalf of clients seeking business with government entities (city, county, state, and federal). Drafted agendas, presentation materials, and statements for briefing with or presentations to elected officials. Composed speeches and press releases. Monitored legislation and media coverage. Planned press conferences, fundraisers, round -table discussions, meetings, and special events. Oversaw coordination for testimonials. Maximus Chula Vista, California Employment Case Manager July 1998 — May 1999 Responsibilities: Managed cases of over 200 Ca1WORKs participants which included performing appraisals, assessments, work placement, and Welfare -to -Work plans. 50 of these cases were college student at Southwest Community College and SDSU. Authorized ancillary expenses to assist with childcare, transportation, and clothing. Prepared time -stamped reports using San Diego County GIS (Gain Information System) used in tracking TANF participants and Microsoft applications. Ensured program compliance through County quality control measures. Developed and maintained strong relationships with the business community, government organizations, and community organizations to facilitate job placement of clients at respective entities. San Diego State University — EOP Summer Bridge Program San Diego, California Assistant Program Coordinator June 1994 — June 1997 Responsibilities: Assisted director in organizing Summer Bridge Program for incoming students. Facilitated workshops on class scheduling, time management, conflict resolution and accessing campus resources. Panelist for seminars held for incoming freshmen, their parents, and transfer students. Organized and scheduled the participation of volunteers for conferences. Provided assistance with course scheduling and academic counseling in psychology and composition writing. Implemented itineraries for program director and ensured students complied with rules of program. Maintained confidential records of over 200 students participating in Program. San Diego State University — Dr. Audrey Hokoda Mothers Helping Kids Research San Diego, California Research Assistant August 1995 — May 1997 Responsibilities: Administered psychological questionnaires to parents and children in domestic violence program. Monitored mother/child interactions and used videotaped interactions to collect data. Served as an advisor on providing objective culturally competent coding of interactions. Responsible for computing collected data for ongoing statistical research. EDUCATION Masters of Science — Industrial Organizational Psychology California School of Professional Psychology, 2011 Bachelor of Liberal Arts and Science - Psychology San Diego State University, 1998 AFFILIATIONS & COMMUNITY SERVICE • Governor appointee to the California Commission on the Status of Women & Girls • Board member of the Fair Housing Council of Riverside County, Inc. • Board member of Run Women Run Inland Empire • Member of The Group Riverside • Member of University of California Riverside's Citizens University Committee • Member of the Greater Riverside Chamber of Commerce — Government Relations Committee • Greater Riverside Chamber of Commerce — Leadership Riverside 2015 • Member of Delta Sigma Theta Sorority Inc., Alumnae Chapter • Former School Site Council Board member — Temecula Unified School District • Former Chair San Diego Domestic Violence Council Youth Violence Prevention & Intervention Committee 2 Personal Statement The Wilkins Family became residence of the City of Temecula in November 2002 - nearly 13 years ago. As a military wife and a mother of a young boy it became imperative for me to find safe and fun activities for my six year old to participate in. I particularly wanted him to be engaged in something to keep his mind off the fact that his best buddy (Dad) wasn't able to be around due to his military commitments in the Middle East. The activities I discovered through Temecula Community Service became the bridge in which my family and I developed the fond relationship we have with the City of Temecula and its residence. Over the past 13 years we've participated in a number of activities sponsored by Temecula Community Service including: • The Temecula Annual Christmas Tree Lighting Ceremony at the Duck Pond, where we've sipped on hot chocolate and listened to carolers. • Santa's Electric Light Parade, where we've participated as observers and on the float of my son's youth football team. • Temecula Community Recreation Center activities like swimming, Summer Excursion Field Trips, basketball, and simply hanging out at the Teen Center. • Golf Lessons with Steve Adamiak at the Red Hawk Golf Course. • Passing out cookies to the Festive Site Bus Tour visitors who stopped by the home of my neighbor and friend since the 8th grade David Onate whose home won the Clark Griswold 2nd Place Award for their Christmas light display. • Youth sports leagues (i.e., Temecula Valley Pop Warner and Temecula Valley Pony League) who utilize our local schools and parks. Just to name a few. For many residence their connection with the City of Temecula won't necessarily be as a result of attendance at a City Council Meeting or visiting the main office; but, through the various activities provided through our community services. I look forward to helping residence continue to have access existing and new services; and helping new residence, particularly military families, establish the strong bond I now have with this city by engaging them in the numerous activities and accesses to venues provided through our community services. As a current Commissioner on the California Commission on the Status of Women and Girls I've had a great deal of experience in governance that requires open meetings. The Commission operates under the Bagley Keen Act, the state equivalent of the Brown Act. So, I understand the principals of operating on a body that is required to do so in the eye of the public. In addition, one of the commission's priorities is to increase the number of young women who go into STEM (Science, Technology, Engineering, and Math) careers. Unfortunately, by the 7th grade most young girls tend to lose interest in STEM education; therefore it is important to keep them interested and engaged as youth. I am a strong proponent of making these opportunities available at the local level. Community Services is a perfect venue for offering fun and engaging STEM activities to keep our young girls interested in STEM fields. Reference Community Service Commissioner Eric Willis Community Member Wayne Hall 3 MR. WAYNE HALL May 14, 2015 Randi Johl-Olson, City Clerk City of Temecula 41000 Main Street Temecula, CA 92590 To Whom It May Concern: It is with pleasure that I recommend Alisha Wilkins in consideration for appointment to our local commission. Mrs. Wilkins and her husband Royce, a military veteran, have been an integral part of our community for nearly thirteen years. They have humbly served as parent volunteers for activities at Linfield Christian High School, where there son will soon be graduating; and in our local youth sports leagues including Temecula Valley Pop Warner and Temecula Youth Baseball Pony League. In addition, Mrs. Wilkins previously served on the School Site Council for Pauba Valley Elementary School and was recently appointed by Governor Brown to the California Commission on the Status of Women and Girls. I am excited to see her lend knowledge gleaned from these experiences to our local commission. I am supporting Mrs. Wilkins because in spite of our differences, I believe she genuinely has a "heart" to serve her community and has the best interest of Temecula and its residence in mind. She's wedded, for example, to the idea of maintaining the integrity of Temecula's small town charm as it continues to grow. As a result of working with various populations throughout the county, I find her to be in tune with the unique needs and concerns of the community; which is particularly important to me as a member of the First Nation. Lastly, Mrs. Wilkins is a mother and military wife whose perspective I believe will be valuable to our local commissions. Thank you in advance for your considerations. Best regards, Wayne Hall 05-15-15AIU:51 KCVO V Cityof Temecula 41000 Main Street itECE1VEID Temecula, CA 92590 www.cityoftemecula.orAY 15 2015 (951) 694-6444 CITY GLEItKK QIL:W1. ILCommission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: Planning X Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident 20 Are you a City Registered Voter? Yes NAME: James E. McCann Jr ADDRESS: DAYTIME PHONE: EMPLOYER NAME: N/A OCCUPATION: Retired ITY/STATE/ZIP EVENING PHONE: EMPLOYER ADDRESS: N/A EMAIL Educational Background/Degrees: High School Diplome, some college courses in labor relations, and aviation List any City or County Board, Committee or Commission on which you have served and the year(s) of service: TMS School Site council, 2007-2009 TCC Advisory Board, 2014-2015 List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): AOPA, Temecula Citizens Corp, AAU, TVIHA, R A.C.E.S, GTAR, State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) Please see attached. I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: Please mail oC,-return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Date: 5-15-2015 Good evening City council members My name is Jim McCann and I have been a resident of Temecula for over twenty years. I have had the opportunity to raise my four children through the TVUSD and as a family we have used our city parks and venues whenever possible. What we like is that Temecula has that family feel. A place where things are clean and well maintained and the people are friendly. I am again running for the position on the community services commission because I believe that I have the time, energy and passion to serve my community. I have been on the Federal sector side of public service for over 30 years. Today, I continue to give back to the community that has provide for my family and myself by being part of the Temecula Citizen Corp. I sit on the advisory council of the TCC and I give my time educating the public on earthquake preparedness by helping in the instruction of the CERT classes for adults and teens. I have also spent my time going into businesses and instructing their employees of the use of fire extinguishers' for many businesses have them but not many employees have actually used one. I have participated in a search and rescue mission for missing child in the Lake Elsinore area this past year and I continue to educate myself in CERT for the protection of my family, neighbors and city should the need arise. I have been and still am very active in sports within my community. I give my time as the high school coach for Inline hockey at TVHS and I coach recreational teams with the Temecula Valley Inline Hockey Association. Since I have no children at this time playing any sports, I stay active by helping this league in any way possible to stay strong. I am also an active inline hockey official. I attend the Community Services Commission meetings whenever possible along with City council to stay current on the issues that our community faces. I am not afraid to stand before the council/commissions and bring concerns and or suggestions, as well as solutions to issues that I bring forth and I always offer my assistance. I have spent my career serving the US government and I am committed to helping serve my community in any way possible and I believe that I am a good fit for the position of Commissioner, community Services. Sincerely, James E. McCann J- May 14, 2005 City of Temecula 41000 Main St. Temecula, CA 52590 To Whom It May Concern: I am writing you today to express my support for Jim McCann to be a City of Temecula Community Services Commissioner. I have known Jim for over 3 years and I can't imagine there being a better candidate out there. Jim is intelligent, personable and dedicated. He studies and knows the rules and regulations and follows them. He treats every person like a friend whether he's known you for years or just met you. He puts in the extra hours for his community asking for nothing in return. For the Temecula Valley Inline Hockey Association (TVIHA) he has served on the board, he is a high school coach, he is a game official and he is a volunteer who spends his free time maintaining the Ronald Reagan Hockey Rink so the youth in the community can enjoy the great game of hockey. As a former Community Services employee for the City of Irvine and Stanton I understand and appreciate the need for good commissioners and Jim fills all of the qualifications. He loves his community and does not come with hidden agendas. I'd be ha to answer any questions you may have regarding Jim. I can be reached at Sincerely, Tom Bikk Tom Bilek, President T me 1 11 Inlin Hockey Association tvi a.com City of Temecula 41000 Main Street Temecula, CA 92590 MAY 15 201, www.cityoftemecula.org (951) 694-6444 mat GLattK40 Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of .the City of Temecula at the time the application is ", submitted. The original completed application must be received by the deadline. Please check one: Planning _Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident - ® Are you a City Registered Voter? `�N� NAME: .2--r'ne.tr-d rm OCCUPATION: Re --d U-5 ••Cusrartis ADDRESS CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE: SA/n EMPLOYER NAME: -/J-PPL-/(* Stc (,aL= - g j EMPLOYER ADDRESS: EMAIL Educational Background/Degrees: R, f}., /�7, tch elf C/l e L� 6� mal /arts /3./ hoover +//e9e, / an'ovtal ke.locl=;or.s /Yj, i3 A •, %�iu�cl�Tl�,'.a� ccAoci/ v(1- 6 lob a/ hageoil List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service clubs, etc.): Child �va���/,`am /Iowsk n1� 72� 2h /euid Dalley, ,rd /yle�nbser Aige pi-e�S-e. s�� r�su � Ar pest �n��Qrf�c, ar^,"c�t� . State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) f teases see Cti to €. rrtc- , �cn S'EtQf'e-• "C./ e` 6)7 c>e)e.r Q��,-ron,i 7`w rrr"/ fGtet/, a C cor-7 oNs ant -/ &J ! ,/Q Ce✓V .-. I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: c-+ �+ � - < �aG . e- t. Date: ' f; /6 Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Commission and Board Appointment Application — Addendum I am applying to serve on a committee or commission with Temecula Community Services simply because I want to give back more to my home town that has provided so much for my family over the past 20 years. I cannot think of a moment that I have not enjoyed living in Temecula. I desire very much to try to keep our community's "safe city" record that we have recently read about in various media sources, along with sharing that distinction with our neighbor, Murrieta. That tells potentially new residents and businesses that we deserve consideration for bringing up families and starting up new business operations. Together, that should help spurt our local economy. To try to help out by mentioning that safety record, I submitted a letter concerning Temecula in the Washington Times. As a senior citizen and a veteran, I have commonality with that age group as well as with younger veterans. I frequent the Vet Center in Temecula and am well acquainted with employees there. With a son-in-law stationed with the Army in Fort Lewis, Washington, I care about veterans and to speak for the continuance and improvement of benefits that they truly deserve. As a Christian man, having been married now 37 years, with three adult children and four grandchildren, I believe that without strength in families, there can never be sufficient strength in communities. I like to read, and the statement that "When the faith dies, the culture dies, the community dies, the people die" makes total sense to me. In conjunction to this firm belief, I see the valid need for cooperation with our police department, which, to me, has done its best to help make Temecula the sixth safest city in America. Additionally, concerning law enforcement, I have spoken to and contacted the Temecula Police Department in order to obtain crime statistics regarding illegal drug and other crimes that have transpired since Proposition 47 was voted and passed on November 4, 2014. In other words, as a past intelligence analyst for the U.S. Customs Service, Department of Homeland Security, I enjoyed and continue to do research. In conducting this research, I consider it being a part in trying to keep our community safe. Much of my past research (and I do like research), with the law enforcement agency of the U.S. Customs Service involved suspect aircraft and transport of illegal drugs from a wide geographical area to include the Bahamas and Caribbean area, as well as from the northern region of South America, Central America, and Mexico. I have dealt with law enforcement from Canada, Mexico, as well as with Dutch Naval Intelligence and the French Customs Attache in Miami, Florida, concerning their Caribbean islands. My initial intelligence gathering resulted in the seizure of at least four aircraft ---three in Mexico, and one in McAIIen, Texas. My initial gathering of intelligence obtained in the year 2004 concerning an Iranian pilot, resulted in the seizure of his aircraft as just referenced in McAIIen, and his latest incarceration in Houston, Texas, for trying to use a U.S. pilot's identification for his own fraudulent purposes. With intelligence gathered concerning suspect aircraft, I gave briefings to management and staff at the U.S. Customs facility (AMOC) at March ARB, California. This experience was a specialty that few people are able to acquire. In a totally different area, I care about the education of our children and I have spoken before the Temecula School Board several times in the past regarding religious liberty issues. I have also recommended a few books as supplemental reading to the TVUSD with the hopes of improvement to the quality of life for our young people. In one particular case, I recommended that 11th or 12th grade students learn something about acquiring and maintaining good financial goals since there are a multitude of people ---young and old ---who have problems in that area. TVUSD was later pleased to inform me via email that they planned to use the book that I had suggested for the use of teaching students simple financial planning. I am most interested in the Bible, religious and cultural studies, and for this reason and others, I particularly enjoy meeting and associating with foreign peoples. I believe that they have a lot to share in terms of their perspectives on various issues that would help make Temecula a more dynamic place in which to live. At the present time, I am one of nine Board Members with the Child Evangelism Fellowship (CEF) of the Inland Valley, and have been so for about two years. CEF Inland Valley conducts Bible lessons at the K-5 grade, to elementary school children in 23 public schools within the communities of Lake Elsinore, Menifee, Murrieta, and Temecula, with a total enrollment of about 1,200. For a while, I taught the missions aspect of these studies to children at Vail Elementary School. With the continued belief that strong families are essential to maintain strong communities, I try my best to support and promote this ministry. I was a Board Member and Secretary for the Temecula Sister Cities Association from November, 1994, to May, 1997, and I was very glad to promote international relations between Temecula and our sister cities in The Netherlands and Japan. I helped this association with events and fund raising. I had also been involved as a member of the Temecula Community Partnership between the years 1996 and 1998, which was counter drug, alcohol, and tobacco abuse among young people, and which was led by TVUSD administrator, Jay Hoffman. My wife and I obtained the help of a well-known psychologist and speaker from Tijuana, Mexico, to advise the Spanish-speaking population concerning family matters. Over the years to include the present time, I have had involvement with several Christian ministries: U -Turn for Christ (counter drug and alcohol abuse) in Perris, California; Every Generation Ministries, the Global Recordings Network, and the Child Evangelism Fellowship, all of which are located in Temecula. I have also had experience in helping out political campaigns at the Republican Party office in Temecula during the national elections of 2008 and 2012, as well as the gubernatorial election for California in 2010. In having done so, I had to privilege of meeting some interesting personalities. In summary, I believe that I have a diversified background and associations with personnel from several churches, Christian ministries, Education, a number of Law Enforcement and Government agencies, near and far; and local civic organizations such as the aforementioned Temecula Sister Cities Association. I am also in touch with some Christian business owners who meet on a monthly basis at the Chamber of Commerce in Temecula, some of which also meet at the weekly held Speakers' Forum in Temecula. I love meeting new people because they do a great deal in diversifying my experiences with people in general. If selected to work with the Commission in Community Services, I would consider it to be one of the greatest challenges of my life, and would try to do my best to let the world know about Temecula. I have already written about Temecula in the Washington Times, and try my hand at writing concerning other subjects in Letters to the Editor to several periodicals in Southern California. Thank you for any consideration on your part regarding my applying for this open position in Community Services. Respectfully, 6- yoa„4,.{ Bernard Budney i'e — e Ca.. s *W,-, r S' Lynn Co , 1`cf i C h a k./ ✓,s /</, /r . E C:4 tr, tt_ l c 4 k e Bernard Brian Budney Objective: To work part, full time, or as a volunteer, for an internationally -oriented organization. Foreign placement/travel is welcomed. I. WORK EXPERIENCE FEDERAL EMPLOYMENT la) U.S. Customs and Border Protection, Department of Homeland Security. Employed as an Intelligence Research Specialist for more than 21 years, beginning in July, 1986, and finalized at retirement in January, 2008. During this time, was employed as an analyst in Albuquerque, NM; Miami, FL; and, lastly, at the Air and Marine Operations Center (AMOC), at March ARB, CA. Duties included using computer technology, and report writing, concerning suspect aircraft and marine activity in the Continental U.S., Canada, The Bahamas, Caribbean area, and areas within Central and South America, with dissemination of reports to various law enforcement offices. Regional air threat assessments regarding drug trafficking transport were also produced, e.g., that of The Bahamas, as well as for Puerto Rico and the Virgin Islands. Assisted checking of pilot profiles for in - flights into the Salt Lake City area during the 2002 Olympic games. Provided weekly Power Point presentations concerning suspect and marine activity to management and staff regarding the aforementioned geographic areas. Provided intelligence in order to help coordinate law enforcement activities with other agencies, e.g., the DEA, INS, FAA, FBI, JIATF (military), as well as with foreign agencies such as the RCMP (Canada), IAC (joint U.S./Mexico), the French Customs Attache (Miami), and the Royal Netherlands Naval Intelligence concerning Dutch Caribbean islands. Studied a course and attended several classes concerning counterterrorism. Security clearance: Top Secret. Supervisor: Kim Garcia Director of Intelligence. ib) U.S. Customs Service, Brownsville, TX; Seizure Custodian, in charge of all seized items at several locations in the Port of Brownsville, and nearby locations, from Oct., 1982 to July, 1986. Worked as the initial contact made by the violator to U.S. Customs after having had items seized. Seized items included automobiles, boats, money seizures (as much as $7.5 million in one seizure), jewelry, Mexican clothing, illicit drugs, firearms and ammunition, and other various items. Responsible for initiating and assisting in public auctions of seized merchandise. Prior Customs work was engaged in Houston, TX, from Sept., 1981, to Oct., 1982, as a Customs entry clerk, inputting information from Customs house brokers into a data base. Security clearance: Confidential 2) Veterans Administration, Houston, TX, Jan. 1980, to Sept., 1981; worked in a clerical and, subsequently, finance department, regarding veterans' home and educational loans, in accounting. NON-FEDERAL EMPLYMENT Antone's Import Company, Houston, TX, May 1977, to Apr., 1978; Assistant Manager in retail division of import company involving foreign foods. Subsequently involved in wholesale division regarding food sales to hotels and restaurants in the Houston area. Other retail and restaurant jobs to help pay for cost of college education. II. VOLUNTEER WORK Temecula Sister Cities Association, Temecula, CA; Secretary and Board Member, Nov., 1994 to May, 1997 Sons of Norway, Temecula, CA; "Trustee Member, 1995 to 1998 Latin American Association, Temecula, CA; member, 1995 to 1998 Temecula Community Partnership, Temecula, CA; member, 1996 to 1998 (counter drug, alcohol, tobacco abuse by minors, in association with Temecula Valley Independent School District) U -Tum for Christ, Perris, CA; member, (relating to men involved in past drug abuse), 2006 to 2008 Every Generation Ministries, Temecula, CA; data entry of church and congregant information from several South American localities; editing class lessons for children for further translation into the languages of South America and Eastern Europe; Aug., 2008 to March, 2009 (one day, weekly) Campaign for presidential candidate, Senator John McCain, Temecula, CA; Aug., to Nov., 2008; involvement in gubernatorial campaign, Nov., 2010; presidential campaign of 2012; and mid-term elections, Nov., 2014. Global Recordings Network, Feb., 2013 to Feb., 2014; upgrading maps and data entry for worldwide language groups for a local Christian ministry (several hours weekly) Child Evangelism Fellowship, 2013, to present, the teaching the Bible to public school children; Board Member; coordinator of activities with churches; fundraising. III. MILITARY U.S. Navy, VR -24, NALCOEUREP (Naval Air Logistics Coordinators European Representatives), Naples, Italy, and temporary duty, Athens, Greece. Plan -Loader (not, plane loader), for C -1A, C -2A, and C-117 aircraft for transport of mail/pax/cargo to other European locations as well as to the Sixth Fleet in the Mediterranean Sea. Updated aircraft scheduling boards. Also responsible for classified material. Clearance: Confidential IV. EDUCATION Pope John XXIII Regional High School, Sparta, NJ; Diploma, 1965 Mitchell College, New London, CT; A.A. degree, in Liberal Arts, 1971 Eisenhower College, Seneca Falls, NY; B.A. degree, International Relations, 1973, inclusive of independent study in Spain, Jan., 1972, and India, Jan., 1973 Thunderbird School of Global Management, Glendale, AZ; M.B.A. degree, 1983, inclusive of Summer session at the Universldad Autonoma de Guadalajara, Mexico, June to August, 1978 (Some ability to speak, read, and write Spanish) V. GENERAL INTERESTS Reading, especially books concerning geopolitical topics, geographical and cultural studies, comparative government (Europe), World War II (Europe), Christian -related readings, most importantly, the Bible; current events, community affairs, writing (Letters to the Editor) of several newspapers, physical exercise, travel. Like to associate and work particularly with foreign persons. Additional information available upon request. AMERICAN GRADUATE SCHOOL OF INTERNATIONAL MANAGEMENT GLENDALE, ARIZONA 85306 • (602) 938-7210 PERMANENT RECORD OFFICE OF THE REGISTRAR NAME OF STUDENT: BUDNEY DATE OF BIRTH: CITIZENSHIP: PERMANENT ADDRESS: UNDERGRADUATE DEGREIPIR . MAJOR: INT'L RELATIONS GRADUATE DEGREE: MAJOR: AGSIM REGISTRATION DATE: September DEGREE AWARDED AT AGSIM: MASTER OF BERNARD BRIAN PLACE: 't:(JCJits1 NO. WB -350 WB -340 IS -424 IS -340 SP -300A WB -456 WB -330 WB -443 WB -432 WB -4 50 SP -300B WB -310 IS -481 IS -485 SP -400 IS -580 WB --465G WB -5460 IS -438G IS -534G WB -590 FROM: EISENHOWER GRADUATION DATE: FROM: GRADUATION DATE: 06, 1973 INTERNATIONAL MANAGEMENT I.D. NO. COLLEGE, NY May 27, 3.973 DATE: DECEMBER 16, 1983 COURSE DESCRIPTION tint RS cltArat: UM. 6X FALL SEMESTER, September 6, 1973 to December 22, 1973 INTERNATIONAL MARKETING INTERNATIONAL MANAGEMENT MEDITERRANEAN EUROPE MIDDLE EAST -NORTH AFRICAN SURVEY INTRODUCTORY SPANISH SPRING SEMESTER, January 28, 1974 to May 25, 1974 ADVERTISING ACCOUNT MANAGEMENT OPERATIONS ANALYSIS INTERNATIONAL PERSONNEL PRACTICES PRODUCTION & OPERATIONS MANAGEMENT SYSTEMS AND CONTROLS INTERNATIONAL MARKETING POLICIES INTERMEDIATE SPANISH 2 B- 2 B- 3 8+ 3 B+ 6 B 3 3 2 3 3 6 C- C+ B- B B+ B SUMMER SESSION, June 6, 1974 to August 16, 1974 MANAGERIAL ACCOUNTING 3 INC AMERICAN TRADITIONS 2 A - TOUR ISM 2 B ADVANCED SPANISH l3 B - MULTINATIONAL CORPORATION 3 B SUMMER SESSION, June 5, 1978 to August 11, 1978 DOING BUSINESS IN MEXICO 3 E- SPECIAL SEMINAR 1 A SEMINAR/MEXICAN POLITICAL ECONOMY INTER -AMERICAN RELATIONS f 3 B+ '3 B+ { TOPICS IN WORLD BUSINESS: INDEPENDENT RESEARCH 3 A - SUMMER SESSION, June 7, 1982 to August 13, 1982 SEMESTER HOURS ATTEMPTED: 62 SEMESTER HOURS PASSED: 59 TRANSFER CREDITS; FROM: 3. 037 2. 858 2.900 2.953. 2. 989 NOTES: 1. Accredited by the North Centfal Association of Colleges and Secondary Schools. 2. Supersedes previous transcripts Issued by "American Institute for Foreign Trade" or by '"Thunderbird Graduate School." 3. GRADING CODE AS OF SEPTEMBER 1972; A .4.0; A- = 3.7; 8+ • 3.3; B = 3 0; B• ■ 2.7; C+ - 2.3 ; C a 2.0; C• a 1.7; D+ . 1.3; D a 1.0; D•' 0.7; F ` 0.0; AUD. • Audit; Inc. ■incomplete; N.C. • No Credit; N.G.S.: No Grade Submitted; PAS.. Pass; WP Withdrawal Passing; WF • Withdrawal Fading. 4. Grades of D or lower do not count toward the Tr1.i.Irj. 5. NOT OFFICIAL, WITHOUT AN ORIGINAL IMPRESSION OF SCHOOL SEAL. JAN 0 6 2003jeeryu...si rekkPi r1... Printed on Recycled Paper City of Temecula 41000 Main Street • Temecula, CA 92590 • Mailing Address: P.O. Box 9033 ■ Temecula, CA 92589-9033 (951) 694-6416 • Fax (951) 694-6499 ■ www.cltyoftemecula.org January 5, 2015 To Whom It May Concern: I have known Bernard Budney for a period of several years. We became acquainted through my service to the City of Temecula, California as its Council Member and Mayor. Mr. Budney has written to me on occasion via e-mail, most often concerning ideas that would improve the quality of life in Temecula. In fact, during those few times that he has spoken before the City Council, it was only to convey gratitude for all that City officials have done over the years. At our most recent Council meeting, I asked him to read a Letter to the Editor that he submitted to the Washington Times describing, in some detail, the reasons why our city and neighboring Murrieta were mentioned in the media as among the ten safest cities in America. I am aware that he has spoken several times concerning a matter of importance before the School Board of the Temecula Unified School District. He also told me that he was once a member of the Temecula Community Partnership (now dissolved), an organization that was structured within the School District that was concerned with drug, alcohol, and tobacco abuse by minors. Mr. Budney has also been involved in both local and national politics, having participated for years in Republican campaigns regarding mid-term and national elections. Among a number of Christian ministries that he has been involved in, he is currently a Board Member of the Child Evangelism Fellowship of the Inland Valley (Good News Clubs), comprised of 24 public schools in Southwest Riverside County. He also was once a Board Member, to include event planning, of the Temecula Sister Cities Association, one that the City Council occasionally participates in. Considering his past involvement with our Sister Cities in The Netherlands and Japan, and past membership with the Sons of Norway, it would come as no surprise that Mr. Budney would also have an interest in fostering To Whom It May Concern Re: Bemard Budney January 5, 2015 Page 2 American -Israeli relations. His past contributions to civic and ministerial organizations would also give me reason to believe that he would do his very best to accomplish what he can for AIPAC, or, for that matter, any organization that tries to promote positive international affairs. I wish Mr. Budney the best in his future endeavors, including his desire to serve the American -Israel Public Affairs Committee. Sincerely, VS Michael S. Naggar Council Member City of Temw4a ivak 41000 Main Street Temecula, CA 92590 SAY 15_ 201 www.cityoftemecula.org (951) 694-6444 (Girt CLgK$b &NEWT, Commission and Board k, Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one:/ Planning 1/ Community Services Public Traffic Safety Old Town Local Review Board Number of years as a City of Temecula Resident 12 Are you a City Registered Voter? NAME: ZU Ll E. 'r 6-R0 S'S✓Yl /' ►J OCCUPATION: E1 J #11 rrAP# n) 1- b ADDRESS: CITY/STATE/ZIP DAYTIME PHONE: EVENING PHONE 0 EMPLOYER NAME: - C3—lZ�5r5 tg L�'7rt� � y _RPG PO EMPLOYER ADDRESS: q.3 RfrrolgcLitm PE AIL # 1© a Educational Background/Degrees: -D.J 1-1114 LD %L,4 LAW 5 #40L-, LOS A"6 -fir rrVqj, J 94J-' 5;66)/ B.A•, E,41Gt.isM, vicLR, LOS Anik5 Si G>q,u, , 1 991 List any City or County Board, Committee or Commission on which you have served and the year(s) of service: List any organizations to which you belong (professional, technical, volunteer groups, non-profit organizations, service dubs, etc.:� -moi t o l c_o / i, 19 g� 7_2) P 1,17- s = Ch1 b s d� i 'l ECi L f 1 L.18)2-10/ 20',4 -r-p p e State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: Date: 5 -11 - Please —11 - Please mail or return to: City of Temecula, City Clerk's Office 41000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE Juliet Grossman Current and Previous Board Service and Leadership Positions The Grossman Law Firm, A.P.C. Shareholder/Co-Owner, 2001 -Present I am an attorney licensed to practice in California and Massachusetts. My husband Scott and I own a small practice focusing on trust and probate litigation with offices in Riverside, Temecula, and San Diego. I am currently our firm's Marketing Director. National Charity League, Inc., Temecula Valley Chapter President, 2015-2016 Founding board member and Treasurer, 2013-2015 Hillcrest Academy Member of marketing committee (appointed by Board of Trustees), 2013-2014 Girl Scouts of San Gorgonio Council Southwest Region, Temecula Service Unit Events Coordinator, 2013-2014 Brownie troop co -leader 2013-2014 Junior troop leader 2011-2012 Destination Imagination Reality Rally Kidz Checkpoint Challenges organizer, 2014 and 2015 Team Captain, Paloma Elementary School/Temecula Middle School team, 2010-2012 Rady Children's Hospital Auxiliary, Temecula Unit Founding board member and Treasurer, 2005-2007 Junior League of Riverside Sustaining member, 2000 -present Fundraising Director, 2005-2007 Membership Director, 2001-2003 MOMS Club of Temecula -Central President, 2009-2010 Treasurer, 2008-2009 Juliet Grossman Friends and family know me as the "Temecula Answer Lady" because I am their go -to person for information about what is going on in our community. I am passionate about Temecula, and enjoy sharing my enthusiasm for our city whenever I can. I would love to serve as a Community Services Commissioner because I want to take that love of our city to the next level. I have a contribution to make to share in the work of creating a lifestyle for all Temecula residents that is vibrant and exciting while also safe, efficient, and cost-effective. My husband Scott and I are proud to be raising our two daughters in the beautiful communities of Paloma del Sol (2003 to 2013) and Redhawk (2013 to present) and we are frequent patrons of our city's parks, museums, live -music venues, events, classes, and other amenities. The many offerings which fall under the purview of the Community Services Commission are the backbone of what makes our quality of life so wonderful here in Temecula. Over the past two and a half years, I helped create a Temecula Valley Chapter of National Charity League. NCL is membership organization of mothers and daughters in grades 7-12. During the six year program, we strive to fulfill the mission of strengthening the mother -daughter bond in a philanthropic organization through community service, leadership development, and cultural activities. My leadership experience with NCL is a strong qualification for a Commission appointment because I work on a regular basis coordinating with and volunteering for our partner philanthropies, including Michelle's Place, Reality Rally, Jacob's House, Susan G. Komen IE Affiliate, Hope's Community Closet, Community Mission of Hope, Champions Baseball, Our Nicholas Foundation/Kick with Nick, and the City of Temecula. Networking with these groups to share ideas, inspiration, and manpower has been informative and rewarding. It is apparent that Temecula is a city that approaches all that happens here with careful thought, planning, and foresight, and I know my background as a collaborative board member and networker with various and diverse local organizations makes me a highly qualified Commission candidate. Thank you for considering me for an appointment to the Community Services Commission. I would be happy to provide additional personal and professional references upon request. atothets AND geiul/rlcts SERVING COMMUUNMES . i/C//ccio May 11, 2015 To Whom It May Concern: As the President of National Charity League, Inc., Temecula Valley Chapter, I work closely with many of the community volunteers. I consider Mrs. Juliet Grossman to be one of the most studious and responsible members of our organization. I have come to know her well, and would like to recommend her as a candidate for Community Service Commissioner for the City of Temecula. Mrs. Grossman is a dedicated member of the National Charity League, Inc. and has donated countless hours of her time to our local communities through the following philanthropies; Jacob's House, Michelle's Place, Service From the Heart, Temecula Valley Champions, Binky Patrol, Community Mission of Hope, Littlefield at the Park, City of Temecula, City of Murrieta, and Susan G. Komen, who we support. She has not only worked with members of the community, she has also helped to implement plans and programs through National Charity League, Inc., Temecula Valley Chapter. Juliet's leadership and organizational skills have been invaluable to our Board, which she has been involved in from the ground up. She is currently our President Elect and will take office on June 1, 2015. In my opinion, Mrs. Juliet Grossman unwavering devotion to his community exemplifies strong moral fiber and character. She is a trustworthy individual and would be an excellent candidate for Community Services Commissioner. Sincerely, Jacqueline Hunter President, National Charity League, Inc., Temecula Valley Chapter P.O. Box 891381 Ann Guthrie Date: May 11, 2015 To Whom It May Concern: I have had the pleasure of knowing Juliet Grossman for more than fifteen years. When I first met her, she was serving on a committee for new Junior League of Riverside members. I was one of the new members that year. Junior League is a non- profit organization dedicated to training women to developing their potential and improving communities through the effective action and leadership of trained volunteers. I quickly saw that Juliet was exceptionally professional, and had an amazing ability to relate to people. Juliet represented Junior League of Riverside so well and personified the mission of League. Over the years that I served various leadership positions and Board positions at Junior League of Riverside (JLR), I had a constant working relationship with Juliet. Juliet also served in a leadership position every year in League, either on the Board or as a Committee Chairperson. Her incredible knowledge of the workings and functions of all the diverse Junior League committees; how the committees contributed to the community, as well as the policies and procedures of each committee are some of the reasons why Juliet was an exemplary contributor to Junior League. Each year as the new positions were taken within League, different working relationships were established with both JLR and community members, city officials and city committees. Because of Juliet's ability to work with all the diverse committees and people, Juliet was often the candidate chosen to interact with the different parties, and on various community projects. Five years ago Juliet became very interested in a non-profit educational afterschool program, called Destination Imagination, that I was working with. She saw the value that children could gain from participating in that kind of program, that encouraged children to think outside of the box, and promote higher-level thinking. She formed and managed a team of children to participate in the program, as well as became a Temecula area representative, to help other school children become involved in the program. Juliet also formed a committee, representing Destination Imagination, to participate in Temecula's Reality Rally Fundraiser. Juliet would make an exceptional addition to the Temecula Community Services Commission, and I unequivocally recommend her. Sincerely, Ann Guthrie ALLISON JAMES May, 14, 2015 To Whom It May Concern: Goran & Lisa Forss Associate Broker, Realtor E -PRO, CNS, QSC Team Forss Realty Group 45100 Redhawk Parkway Temecula. CA 92592 I have been Juliet Grossman's Realtor, neighbor and friend since 2013 and in that time have seen her interest and involvement in community affairs here in Temecula. I believe she is highly qualified to serve as a Community Services Commissioner and recommend her appointment. Since Juliet and her husband Scott moved to Temecula in 2003, she has been very involved with local volunteer organizations, including PTA at her childrens' schools (first Paloma Elementary, then Temecula Middle School and Vail Ranch Middle School), Hillcrest Academy, and Girl Scouts. In addition, Juliet has taken on the challenge of bringing new organizations to Temecula when she saw a need in the community. She was one of the founding members of the local branch of Rady Children's Hospital Auxiliary, raising money and support for the hospital locally. She also saw a need for a parent -teacher organization at Congregation B'nai Chaim, so she was a co-founder of that organization. Recently, Juliet was a founding member together with another local woman of the Temecula Valley Chapter of National Charity League, a group for mothers and daughters in middle and high school to volunteer together while developing leadership skills. The group began in 2013 and continues to expand, giving members a chance to volunteer for many local nonprofits, like Community Mission of Hope food pantry and Jacob's House. Professionally, Juliet and her husband Scott own a small law office. They are very invested in the Temecula community, supporting local events and activities whenever possible. Juliet currently works as Marketing Director for the firm. Personally, Juliet is level-headed, professional, and easy to get along with, and I believe these qualities would make her a very successful member of the Commission. She is open-minded about new ideas and works well in groups, listening to all sides before making up her mind. She also is a hard worker and willing to give generously of her time and energy. There is no one I could recommend more. Juliet would be a great asset to the City of Temecula Community Services Commission. Thank you for your consideration. Sincerely, Lisa Forss Owner, Forss RealtyGroup As Seen on TV endorsed by Barbara Corcoran and on Radio with Kfrog 92.9 To: TCSD Commission Selection Committee From: Erica Russo Date: May 14, 2015 Re: Letter of Recommendation for selection of Juliet Grossman to TCSD Commission I am writing to offer my unqualified recommendation of Juliet Grossman as a candidate for the Temecula Community Services Commission. I can personally attest that she has at least five key characteristics to make a superb Commissioner (Though I do not doubt she has many others, as well): 1. A genuine enthusiasm for and dedication to building a healthy, vibrant, and positive community in Temecula 2. The intelligence and experience to understand complex, issues, their impacts, and potential solutions 3. A philosophical and practical commitment to fiscal responsibility 4. The collaborative style of leadership (honed by years of charitable work) necessary to effectively implement programs and policies 5. A positive outlook and a great sense of humor that make her a joy to work with As a resident of the City of Temecula for the past 9 years, I have had the pleasure of getting to know Juliet in the course of her extensive involvement within our community. Additionally, I have been employed by the City of Temecula's Community Services Department for the past six years, working in contract classes, at special events, the Theater, and now as the department's management analyst. From all of these vantage points, I can attest that Juliet has the attributes we value as a department and as a City, and would be a true asset to our Commission. Coincidentally, I first met Juliet through her enrollment in a City of Temecula program. Over the years, I have seen Juliet and her family at classes, events, and activities. I know that her support as Commissioner would concretely benefit our department as we Create Community Through People, Parks, and Programs. Please feel free to contact me if I can provide any additional support. Regards, Erica Russo May 13, 2015 To Whom It May Concern: I am writing in support of the appointment of Juliet Grossman to the position of Temecula Community Services Commissioner. I have served with Ms. Grossman on the marketing committee for Hillcrest Academy, and I have been delighted to have the opportunity to get to know her and her work. She is enthusiastic, committed and consistently achieves excellent results. Juliet has made every effort to have a positive impact on our community. She has a long history of volunteering with organizations known for their efforts at community improvement. In addition to her work supporting Hillcrest Academy's non-profit Board, she is a sustaining member of the Junior League of Riverside and a founding member of the Temecula chapter of the National Charity League, where she currently serves as treasurer and president elect. She is extremely active in her local Temecula Girl Scout Troop. And she makes a concerted effort to be aware and in touch with what's happening in Temecula. If I want to know about something in our community, Juliet is my information resource. On top of her extensive volunteer contributions, Ms. Grossman is an attorney who has worked locally for almost two decades. Currently she and her husband maintain a trust and probate litigation practice with offices in Riverside, Temecula, and San Diego, and she serves as the firm's director of marketing. As a legal counselor she has many years of experience listening to client concerns and successfully dealing with complex, high-stakes matters. Before embarking on her current practice area, Ms. Grossman worked as an attorney with the Riverside County Public Defender's Office, proving she is intimately familiar with accepting both favorable and unfavorable decisions rendered by juries and the courts. Aside from her impressive professional and volunteer background, I want to tell you about Juliet Grossman personally. She is hard-working, dedicated, and compassionate. She is always willing to listen, to pitch in, and to get her hands dirty to help a cause. She has excellent communications skills and expertise in social media that would serve her well in her role as a Commissioner. Whether she is raising money for Rady Children's Hospital or letting the public know about new businesses in the area via Temecula Talk, Juliet approaches it with the same enthusiasm. Juliet is a genuinely friendly, capable, approachable person and in my opinion the exact type of person we need in an appointed public office. When we say we have a government "by the people" this is one of the people about whom we should be speaking. Thank you for your consideration of Juliet Grossman for this position. Sincerely yours, Christine Dull Hillcrest Academy Board of Trustees City of Temeg1e 41000 Main Street Temecula, CA 92590�: www.cityoftemecula.org '1M15- 201` (951) 694-6444 CITY CLERK i 11. )5-15-PiP �fl �r3r Commission and Board Appointment Application For proper consideration, you must currently be a resident of the City of Temecula and a Registered Voter within the City Limits of the City of Temecula at the time the application is submitted. The original completed application must be received by the deadline. Please check one: _Planning >( Community Services _Public Traffic Safety _Old Town Local Review Board Number of years as a City of Temecula Resident VLS ),;pg Are you a City Registered Voter? V ^5 NAME: .. t N OCCUPATION: 01 S X113 ADDRESS: ATE/ZIP DAYTIME PHONE: EVENING PHONE: EMPLOYER NAME: N1 A EMPLOYER ADDRESSIJ/ EMAIL Educational Background/Degrees: IS .5 pu 4001, 1j, C5 as i).fi L� S F] r✓�z N, rytT s q.olp c" ti' T6 444- ( -jiff ,/pP C GS Lit ar y rtyltor Co a rd, 6 n hies Commission on which you have served and the year(s) of service:7g i t c." Co Ili pi Ge, /u in./E ?C i( eofy/i Z S,t4A--, /'f I3 2,DOD rE(24e4,ucp Pr')kikG` IfrC1477 ft& e in 5_s a» 19 Z. rc. rvi PLL /6 c-/ CFM cc-e2l D/5il c l an - List any organizations to whichou belong (professional, technical, volunteer_groups, non-profit organizations, service clubs, etc.): S -- (f L , SPCA& ri L i T� / �[ f 8S cc / R dA) 5ORm A 5 D, s g fry(f=r,7 -,i S '-,/ e:id C>9 PC. CAC_, AS5nCi/97OA) a°r1,zeZ--/C State why you wish to serve on this commission, and why you believe you are qualified for the position. Please be specific. (You may attach a separate sheet of paper if necessary. Letters of Recommendation and/or references are encouraged.) PLJAcjL SCE SPC (4 )k) ( S /- 6th' I understand that any or all information on this form may be verified. I consent to the release of this information for public information purposes. Signature: « -tet Date: J" -/V Please mail or return to: City of Temecula, City Clerk's Office 41.000 Main Street, Temecula, CA 92590 PLEASE BE AWARE OF THE ADVERTISED DEADLINE A rricic (4 E &1 T Com,rl i S s o il' afi/ IL/�ti . y mf'/e,e tips j- To $ L' OA)17.-64C00-1,2-1 Gt �" f) f Co it),b re, 13c, m y PA -.i .To EP//J1l c4 -P/ b .0(D 177 )5 o G 15 p.p07:-.4_,4A)aE 115:6 s `cog_ rr1 y S� . r v i f 4,14 (tGi 11I1iJ i t; e hal ! 13E1-1, _19,01 )3‘ -CA 4/0 a , ' 56 e 5C,QJ i C 3Coefli , c 3, 2,te&) / . R) 1176 *i -*5n) AGR.,/ V SRc. r 44 L n/ 57,e r ► Si N 5-7 P ri CIL e_.' C1 rV f43 disiv Oil' 1 57-/iC LCJO .'s 14/ (VW (2.063-4-24/q),/ a W ) Z l TA Ke m e Lt -5S 77 fr To f'o bN cOf ins 5 i ak rPnek Yet roR K?CtA Cor45, EeA-77 OR) [2 �� `� , / S`" REQUESTS TO SPEAK � REQUEST TO SPEAK I � CITY OF TEMECULA 1989 Date: h ' / ��� I wish to speak on: , � Public Commen CITY COUNCIL/ SD / SARDA/THA/TPFA (Circle One) Subject: � Agenda Item No. � For � gainst 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: _��A h ��eQ VPS Address;' If you are representing an org�anization or group, please give the name: Jl'�'t r/ CarC no�i'7i�S� � L � 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 � 1989 Date: t/�P. I � � � II wish to speak on: � Public Commen CITY COUNCI /CSD/SARDA lTHA/TPFA{Circle One) Subject: u '�' a1 n � Q L � �`i G p(G..� �-1� f �^'+ a d t aa � 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: Pe'}�f ke II �, � Faw�aQ� n9 �af-fv�C� i �ZC+rS Sf��0.�e� i�J Address: � '"' � � Phone Number.�� �� �a5 A-�y�fe5, GA g p� � 7 • If you are representing an organization or group, please give the name: � � 1^ 2 �C,h � a) I �7 � �� J ZXB�eSS f�/�-Fu'.. ) (.R./' UoS '1 P/ease note that all information presented at a City Council meeting becomes public record. All information provided is optional. REQUEST TO SPEAK � CITY OF TEMECULA 1989 / Date: �Y � 1 � J I wish to speak on: � Public Commertt CITY COUNC 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 I podium and state your name for the record. Name: �l ! I�.G�I Li�� -�y ��/�j� � /,, � � Address: ��i�,7.LC!/�� � Phone Number. � � �� If you are representing an organization or grou , please give the name: r ' N�rzr�-�� �'(1���- ' �;���: �� LI,P Please note that all information presented at a City Council meeting becomes public record. All information provided is optional. DOCUMENTS SUBMITTED FOR THE RECORD � �, � � - � � The Heart a$ Southern California 1Nine Couratry Fiscal Year Z015 - 16 Annual0 eratin Bud et p J g & Ca ita I I m rovement Pro ra m p p g City Council Meeting .lune 9, 2015 , - .-� :i . � �� r e�� 1 � � �� :� � �� � � � � `� A enda � — Has Heart ...Because Nftt Matters • 5/27/15 Budget Workshop Outcomes • Introduction • FY2015-16 H igh I ights • 5-Year Capital Improvement Program • Annual Operating Budget • Temecula Community Services District • 5-Year Financial Plan • Discussion _ . .-� : � � � �+ r�__ � ' ; 2 � � � 1�`�'_ � � � . Y� � �� � '.� � `� 5/Z7/ 15 Budget Workshop Outcomes � Has Heart ...Because Nftt Matters • Requested Budget Adjustments : . . . . . . . . . . . . . . . . � . � . � - . . . . � . . . City Manager- Other Outside 001.110.999.5250 Se rv i ce s $9,639 $75,000 $84,639 Economic Development- 001.111.999.5264 Sponsorship Funding Program $267,500 -$22,000* $245,500 TCSD Human Services - Community 190.111.999.5264 Grant Program $10,200 $22,500 $32,700 *The FY15-16 Proposed Budget mistakenly reflected an appropriation of$22,000 rather than$22,500 for breast cancer awareness funding, therefore the reduction to the Economic Development Proposed Budget is less than the new appropriation to the TCSD Adopted Budget. _ , :� � � ' �� r�'_ � > 3 � � � 1�'�'_ � � � . Y� � �� � � � `� Introduction � Has Heart ...$ecmuse Nftt Matters • Cit Profile -- v � A �� - F��.�1.. .: � ��� �_ E_ _..0 ' ' � K • ` . Population: 108,920 (up 2.s�o) �; �,�� e � � * �; � ■��� � . ._ , � , � _ � .. _ �, ��� __ _ ., , = � � ` � -� .`r� - t:�Ny�: �. � r �r ' � i s_: .., „;���� �i�i i��} 9 JI I �� y����a�: � ��Y� I�, - — Median Age: 34 years old ____ _ �-�- - ,� �, �����s _ - ,a �.��._ � � � � _ ;:�£j ,, .. � Y � _ . - '��t � 4 �.. �' _..,i.. — N u m b e r of H o u s e h o l d s: 3 3,8 6 9 �w- ����,��,��r��r�,,�. ����,,�; h��t��;�,� ��. �.� ��.��. ��,. � �r �..�„ �,t;, . ` ^`�� �,.� � ����� r�;�-� � �,,,. �.•, (up 1% from prior year) � , ; ,�, " "'�.y ,_;;_ . LL � �,F t E� �, � �� � ��1�,,.,�. . _ .. ��-�-_;:.,;�w���� — Average Household Income: $85,839 (up 6.3�0) — April Median Home Price: $452,976 (up 6% from March 2014) — Number of Jobs: 49,292 (up 15%) — Temecula Unemployment: 4.5% (down from 5.6�o in April 2014) _ . .-� : � ' '� r��= � > 4 � � � 1�`�'_ � ' � � ' : Y� � �� � � � `� Introduction � Has Heart ...Because Nftt Matters • Qualit of �ife Master Plan Core Values v 1 . Healthy and Livable Community 2 . Economic Prosperity 3 . ASafeand PreparedCommunity 4. A Sustainable City 5 . Transportation Mobility and Connectivity 6. Accountable and Responsive City Government _ . .-� : ' � � '� r�__ � > 5 � � i� r�:_ � � � . Y� � !� � .� I,;: !� � � ,�' � ,s�'- ' - i p'-v � - - �`�A -- • � • � • � � • • • • • - - � • • • . �.__ ._, - • , . . . .. � . .. -�- - _._,.,;.�. __ , -' . --- ---4..Y�,.,,,_,,,._.,�,�..._. ' . ,....�e.,ti� ...ri..,..r.e:'. .. , ,n.�. .. ,�pL,,�: . u. �� '� ' �. _ .._-- ._ -• -- " � ,� -�iS„1' " , ` � . . � . • `. __.- � - � ,. '�1^ � , . . t I ' .��� � ' � . , r� ��1 .� ��� � ��� '� , � y S�� �� ��� � �-�"�.�, � . •� �� - :,� t � _ �, �� � ' q t.± .. . I� � �� 1. �i a+ � i� ar����dM�, ��/�.b •. '�I I ' ` _'�� 1]" �♦ � i , , ' � �� , + i. ��4'+'• w�� �� � �� �ei�+� �.�� _ , .��'�� i . ���A�C ..�,a- M #+'�"�' � . _. � .s..-�•�• � , l ��� r { �' . . I�' •1� . -. �'�� w�. . . .� �r�rr .1 / ' a�'1�' � '.j: .. . , ' .. .. . -�- sr ����r�� -� _ . �� - - . 1,i�, 7 , _ ,Z.. - � ��j �''� :i.- � � ;!3- - ;'�� -t - • � Capital Improvement Program '� Fiscal Years 20�6-ioio � Has Hear# ...Betause N'�t�MettePs H i�h I i�hts : • 50 Capital Projects • $454.4 M i n Tota I P ro j ect Costs • $321 .7M programmed to complete projects • $ 132 .7M spent-to-date • $221 .8M funded • $22 .9M appropriated in FY15-16 • $49.7M carried over from prior years _ , .-� : � � � � " r�- � > 7 � � � l��._ � � � . Y� � �� � .� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Infrastructure/ Parks and Type of Number of Cost to otner Recreation 9% 2% Project Projects Completion Circulation 16 $280,956,429 SARDA/ Housing 2% Infrastructure/ Z5 $28,973,826 Other Parks and 8 $6,570,233 Recreation * SARDA/Housing 1 $5,206,873 `� TOTAL 50 $321,707,361 . . I Grculation 87% , :� � � '� r�__ � > 8 � � � � � � � � : Y� � �� � i� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters �r�- � . • • • � -- Circulation Pro�ects �� �; ����=-- --�- �� _ _ .�_ : � �� � . ,_ £ „ - 16 Projects totaling $280,956,429 �-� � �• �-�, _ _ - � ,; � � � ,� F � F re n c h Va I I e Pa r kwa -r- }�---� --- - �y� - �� v vl F:.� Y � _: �� -, ., � .�- �.� I-15 Phase II ($216M) F-�� _ - rt� - � = -�� n. ,�.�- �. �� -�—.� - `e�" �' �W�� � ' � ,',� . � � � ;,����� { � x � ,; � �� � � �4 J �� o I-15/State Route 79 ,�.h � F - =� -_ _ - �..:. �5- Ultimate Interchange ($50.6M) r= - �� � �� . �� � � I o Murrieta Creek Bridge & Overland Dr. Extension ($19.3M) __ ,� . .- � -� ��- �� ; 9 . � � � � � � , :� v� � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...6ecauscN[t!Matters � ,-d ` �_ �� .� � ,� ��'� " ti �, � ��� � �� • • • AY'� Y P �� � �^ , Circulation Pro�ects �.� E��� ���;� �� ., ��Y�� ..�� : � � - :' � .� � a�. °�' 16 Projects totaling $280,956,429 �. '� �� � � ��� � ���!r"yqr. �, ^�� 1 � � 'Y ,��- 't- o �renc� �aYYey �ark�������.�� � � .� � . � �. � ���..��, _ �.' ,� - :'-:��'"�� ,��,,��;�. � 15 Ph�se II ($216� � � . ��� �W,��� �� � ��.� �;�� :� �� � � � : a���. .. � � � . � . . . �.a �• ��� �rr � � �.6 � 4 h� a� �. �C i o I-15 State Route 79 � ' �� � � ' / � �� R�}•, �.A j p Ultimate Interchange ($50.6M) �� � ' � ��. � � � P� '��� � �, - - .F�� , ��� ';,�, � � ��.` > P. � ,:�� - �,,�.�.,..- _�,,� o � urrieta �reek �ri�ge � ��=� �� � ��� �:_ --� w Nl�"�` _ . Overland Dr. Extension ��� ��a���,`�� � "��� :"�.���"������ ��� -. �{ (� � � .� � � s� ��= _ _ _ _ _ � . � �,�;;�_�__� -� __ ; ,� . •- � .� ` �f � ' 10 i� � 1 � � ! �: r�- :� � � �� � ±� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Circulation Projects � . � � 16 Pro ects totalin $280 956 429 ��yE, �i���-- �- � .��� } ?��: . J g , , ���.� �—-,��'�� �� �,�� - �-- r � o French Valley Park��� � -- �- � �� r'�-�- � 'F ^� �� F � ' ' d � � ����P � � (�� 1 F�,+a - — _� �� �.� � . �,''�f,�;�.: r .�� , _ � O ����� .��.� �� ��� �.� r � �1ltimate Interchan�e ($50.6I��a° �� .�,.� � �,� �, .. �. , F�� �� ` r � �� — ' � �;,�� - �. � � � �. 1 � _. v Fi n o Murrieta Creek Bridge & � �� � � t..��. .. � - � f �, �4 � _ _,� �^��� � Overland Dr. Extension ($19.3M) . �� . � :_ ���- - � .:�. e�� - �� �`� �- �� > 11 �� � 1 � � ! ' , ;� v� � � � �.� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Circulation Projects � �� °� � �� � � 8� �, �,- � .�, y_�` � ��� �, � � - �y��r � C�•!�` '�_. ..''�'�"." 11�F '� _y :. 16 Projects totaling $280,956,429 � ti �g,�. �� � �; �; �a .� �ti�� �..- .��r� . i_� 4 S�'`�;:., ,t� '"' � ���- �'t1 o Pavement Rehabilitation ���� - � - � ` � uq=�. . :- s � . �- ° �� �� _ �;� y,'7. ;��`1AM13� I. _.- II Program ($�.3M) �r� � �� � � - ,_ : ..� � x �Wc� � c��rri rrc��� � ����� �. ������� -_ � _ •� �°!�"'�`. _ X Temecula Parkway ($SSOk; - �y -- - X Margarita Road - Phase I ($2M ) o �raffic Signa l Eq u i pment Replacement Progra m ($33ok) - '� �� � � ; sz � 1 � � ! � , � � � � �.� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Circulation Projects ���.��� �Y ; - - �: r 16 Projects totaling $280,956,429 - °�'� - = �- �- ; �•.�, _^��� k . � ����,�r�� � ��� o Pavement Rehabilitation � � {3�`������' # � �y g�� � ,� `.,,� ; � Y�M� .-k�� � � �� � P ro ra m 7.3 M � �� �� .�� � r} ($ ) � g _ �Y .._ � .�� _ ,.. � - �� �.:� � -�, . �_ � .� �,._��► -- - "�di �11 Old Town Front Street ($520k) - � ,� �` � � �� �� � �-< 5, Temecula Parkway ($550k) � � �- - Margarita Road - Phase I ($2M ) __ � �� _ � -- - - ---�---� O � a �_ii�, ���;ria � �� �r � � � r �� r_� � r�� �,� ��,� � � ��r � � r�rogr� m ����t��� - �� �� � � � > 13 � 1 � � ! � , � � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Circulation Projects 16 Projects totaling $280,956,429 O � � � LL � W "�.. . L _ Y 'o`� � . �. �� . uW ��.d �W "� � � � _� r-- �rogram ($�.3M ) � _-- X Old Town Front Street ($520k � � F� � XTemecula Parkwa� �" � �� A"�.� ,,. . �� � � _ .._ x R/I a� r ca� r�iF� �,r�e�r�l � � � �, , �. `- o Traffic Signal Equipment Replacement Program ($33ok) , :� � � ' �� r�' � > 14 � � � � � � . Y� � �� � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...$ecmuse Nftt Matters � � � � �. �� , �� ���� . . �,� . �: _�.� Infrastructure Pro�ects Y s�� � : - � �� � 25 Projects totaling $28,973,826 t� _ "a�`� � ��� r - �` �� ��1 � � � �;- � � �,,.. �. �� o City Sidewalks ($16�k) ��'� - �� �.� ----- � : . , o : �.. - e,� {� �; r � — _�. � � �� �- ,� e i�: �: � ;� ��`{. ,;.. � '��_�n�, _� � o �it� Facilities Reh� �i: .-. ,,�� " � .� � t � .= ,,..F ��-"'� - _e � � ���� � � , � � ,.� - ��° - � o Y�i �rar �ar�<in — ��iase � � �2.�� ,� - .,� �_ � ��_, Y � ( ) � _� - . � r ��. - -..�- miY�� -_ . . __ � � - - �� �`�- - �- -� > 15 � � � � � ' � ;� v� � � � .� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Infrastructure Projects � ��� .�_ 25 Pro'ects tota I i n 28 973 826 ������;Y ����4� _� ` - _ J g $ , , �, � ,; ,-a.� � , , r� �w - �. :r -��� . - �� < ;� �, � y, .. . y� �F �, ;� ' 4 � .;� , . � . ,. . i �:' O . . . : .. � . : .. �I �'�`�� �, iaeS� .� a� �. g�r,�y�,,. ' ♦� r �� �`, '�....s N.*c.ti'�y"r'"'�,"�`� . '►"r�`���?� y� t � � ���� d` � °` �,y `* , y:;..��. ;��' � �_� � ��... � _--��.._. v�-..or;......�...e.�, o Bike Lane & Trail Program($5o$k) �� �. �� s�,,,,h o City Facilities Rehabilitation ($46s1<) - �w: , _ � �� � o Library Parl<ing — Phase II ($2.s�) � �� .y� - - - - �� ���- � '� > 16 � � � � � ' � ;� v� � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters ' � Infrastructure Projects � � �y � .� ?`'� ��r. i � 25 Pro�ects tota I i ng $28,973,826 , __ ��_ , ��� ,..�' ���� - o City Sidewalks ($16�k� �' �:�� � - , � S �� I k-,y fw„ T ,�Y °r: 1 O �� ��� �� �� ��� � � ������� ���,��'e��vo � .� -� . -�,�, � ;-'. � � � � ��'��l��l � � o City Facilities Rehabilitation ($46sk) .:� w �9'�� � � :. "� : � __ �� � � o �ibrary �arking — �hase II ($2.��� � � - �� �`�- - �- -� > 17 � � � � � ' � ;� v� � � � .� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Infrastructure Projects 25 Projects totaling $28,973,826 � � _a�� -`� �:`-� .r,.� ��; _ . _ � �-- � �._ = � _ _ ' _C.��.���!r�,. ��6 �'���''` ' � Q ���� ���iQ��:�� � ��� ���, ���� � � � � . . . .. . . �:.�-- y 1 ' " _ �� � O II.J� 1�� �� ��1�r �.I� � 1� � � 1 1 � V����A ����.�✓�V 1\� �_�—"_� � ��.'�i �r^!t'U"?�� � ,w' �,yNy��+. a,, w,r`�'f M. - ! � � � --.�1" .. .5 w �!',.11» -..ti-, r 1' ,,. ' �'j�; , `..�r '� �� .r 1 n:�- yyevr a `'d�i�� aa ` .•... { y.�. ���.�p`l�y .. .�'iYp',`Y r•' r -.�TrTSs,.�M�±Wb! �u:.e�+Y"�r 1,�ti,}�_'ti��� � P;�yfl . F.,'� � y!4.°' Y i�: o �it Facilities Rehabilitation 46sk �� ���� `�t `A ����`' , � � y �$ � - , ti �� �. . ������ ���,� ��� � .� r ��� , , l'��' � �..... .., i � -. .. t:¢s.:.w.�.t_:,�Ov+if:.—.. ��, - � �4`��� •� '�� �-�—� ;`.F,i .., � 4 � o Library Parking — Phase II ($2.sM) � `� - �� � _ . . -- _����-�..��'�� � -- �- . . .-,� . . ., , , . . . ,- a._.__,. , w � , ' ;�=;,t, . 4 1 1 � . ��� - . � ,� r`� � �_ � 18 � � � � � � � _ . � � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Beca�use NFt�Matters Infrastructure Projects 25 Projects totaling $28,973,826 � � � - _- ������ q � - � o Temecula Park & Ride ($2.�M) , r� . . _ � , � � . �`�- =s� o , . , =� z�- . � 9:_-�--. _ =� _ �.=� m • �. _ r- � _-:� �. i*� ��- "� .. .. , . .. � - . .... . ._ . . � '���L '�� _ b� - � 'c x' - �:��� } �S� - y� � � �• � � ��e*' ' . . �' � � �� �. r` �m ._il. �'�i`'P3�' � V':i•.�� '�.�'�� . � � �'d i �..IV ciV �.i l.�Y � 'i.� W YJ`W:��1 V..�'W�;Y..YV �'�.,'�.,�;� �� City Facilities & R���� ����� � o �re Station #73 Livir�. � ��uarters Upgrade ($�.��. ` � � . � � � � ��v^n ,re.�-n��r:r�: •� �s�, ��zr� a-<..a��+�,�r m,a-�,9.�, ��c�' � �� ��� - �' ,� > 19 �� � 1 � � ! � : .� v� � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Beca�use NFt�Matters Infrastructure Projects 25 Projects totaling $28,973,826 --_-� ��� . > �__.� O � _ - . �. "�'.���.�� ��+►�.�r �� o Former YMCA Repair & . - � ° � ti � � w � .�' ., � Remediation ($1.5M) � �- � ' �� �� � -�i� O ';�� � �I� +���Wa � „ .� .� �„ �� . � �. o .�� .� . � - . � �� City Facilities & R��n� ����� , - s �� � � _ °�� � � . � ���.,. rt o �re Station #73 Livir �� � �— - �_ � � - - - - �_� ��uarters Upgrade ($�..���. . - - J ����`' . - �., �. ; O °'�.�-a i��.r IC��.���a--�iF��-,,��+ A c` � -_�_. _�� � . :' ,� - - � �� ��� _ �'- .� > 20 � 1 � � ! �- , .� � � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters Infrastructure Projects 25 Projects totaling $28,973,826 0 o . � �, � _ � _ � � � �� �� � �, o Evaluation of Disabled Access to City Facilities & ROW ($35ok) , � 1��, � ;�-� }_. � �,:� ���.� � o u �. ..r a.�a.w �.�r..v�u � a a d ..r u`W � � u i "_ �" � �� ��uarters Upgrade ($Z.sM) -- -. - :�:�;��` o �heater Remediation ($3.sM) ���-�'t��-�=��=� � �.��Y_ , . �.P. �. . :r -- �� �� � � � > 21 � � � � ! � , � � � � �.� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Beca�use NFt�Matters Infrastructure Projects � 25 Projects totaling $28,973,826 �- -�� A.������ ,�"- - ,.�,�:���= .�:� o ��,�, �� _ .;p.. �,��. � ���'� ._ _ _ � O , e �, � ��� � e m , �� a � w.� ��. �,� ,� � � �.� �. �- � � � �� _ � i � � � � ,� � . �-- � .� _9 ��� ������ ���..��� ;�,; . � � �� „ � �� � ,�:��.�� - � :r— :� y ; o '��� � u��i�� �� ��s� ���� �c���� � � � _ :. � � �'�t�� ���r�l�+��c �A ��l\.�� ��,���' ;�, � _ - - 'f`�.. �Iti�l���� ���""'�—� ���_ o Fire Station #73 Living _ - � - �� � - � - i�, __,_� Quarters U rade $1.8M =�. „ �) - �r� � pg ( � �� � � , ��, � s ""-- " � �'� �-- O � � �—.� �._� . W'C�.GI �l.'�. Y Y "�'�. Y Y W�..�.II Y�Y �l.Y al.J W Y '�.�.3.C.)i 1 u ` �L -�� -�� � � � � �1=�`�. _ - �� ��. - �: .� > 22 � � � � � ' � ;� v� � � � `.� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...$ecmuse Nftt Matters �,' ,� ' Infrastructure Projects � f � _ ' Y �`;'= �.� � �. � 25 Projects totaling $28,973,826 �_,� � �r.��.,��:����,,;�,= � tk;�7 ���`jZ ��ah��.r,�.����,.����� � ������ �f;r O , e ,� � e w < �4 a � � , �,+.},���z�' �i - ` :.� '� � a i� � �� � mediation ($1.5M) t - � � °� M -�.�...�:�r/� _�� � �� ,_� r m.r.� 7 ':��.41 �r;k '�--,.�t. � ;:y �P; .. I� * �:��� ' ! o va uation o Disa e Acce� �-� �, ��.... f -�y �� w� - �� Cit Facilities & ROW ($35�. � '`� '�� �' � ;��� - Y _�, � :. ,���.�. o �re Station #73 Living � _ � � �� �-t �^�n��^c � � �-�a�nr r a�,�, �l�'� �1�,/�1� / � _ . � i �". .�'t..:' � � o Theater Remediation ($3.sM) � ' v`� � � ;�� � ,��`�``' ,,: � .•,-: _ �;�. r• � � , �- � ; � - �� � � f� _ . a:+�irtr..'r .1. - �� ��- - �: .� > 23 � � � � � ' � ;� v� � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...Because Nftt Matters P rk R r i n Pr ' . ����:�`� :�: � a s & ec eat o o�ects �,,����f,}��.� �,��f t, _. $ — ����....�� 8 Projects totaling $6,570,233 �" ���` �y� �. ��� , , ��,-;� � - -� --�: o Pennypickle's Workshop Exhibit/ �� � , �__,� ;' � � . '� �,�� � u���"- � Enhancement Project ($114k) ��. °� a , ,� - . �-. �- � �. ... � ��$ 4 �. 'rf - � . � O ��" E�-�- �y..' ,.� ������ � ��k � � � � .-��� 4—,..,. � 14 "''��'�_a ''�ti '� "` `� ;�j,�' �y, 'Pf',�'R�'�'°_'� 14"� ��'') Ir�' L� y� ��',� $M� . lt �� S � v �'� _ '�. �� �'� - . � f ( � R + . � _ . : �� '� � �� � .� � . . . o r 1. , � �. � � f � yw�- � �- � �f � '1�'.� � ���+�. s- _ . _ - ���'• � � � -. "�,�,''��'� O �i �u m,i n✓, � W �,.�w ils_o.y � uV �u �V ��. d . : {'�"` •�Y k T i�' _ � :�afety Enhancemen � ���_ LL. �� -��_ :�.s ��� 5 �-- �� :,� - �� ��- - �- -� > 24 � � � � � ' � ;� v� � � � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...$ecmuse Nftt Matters r�..' � .,� �;* �:�� . Parks & Recreation Projects �� . . � � _.`� „� -�`"-:�-�,_ .,:�����_� 8 Projects totaling $6,570,233 . . � �� '� I��",' �� z°`���, ���d.4�,1 y`.�y�' �,� � .�. _ +t�; , -� - ��, � '�'� �� � ��.��� � '���� � �� ���f ��� ��. �� ;��'�-� ' -� � � ��r�r�n�r�� ��r����r� /�� � n ,�: : � t . . . � .. . "� ;M,.�� I f�� ., �l.T� .. -�. ..- ? � �m���_ j��� �, �.. ) '�.�• �� � �� �� �+� �� J�� �=d- � f�-tF� �'� a� � ` ��' TF} �f_'i� r ��'� ; I��`_ o Parks Im rovement '���'����' ���� 1 �`� = �� v p _ � : _ � _ �� � .�� Progra m ($356K) � � �� � _���r�_ �' � �' � _a.:�.. � *�,� � �°� ,.. ..,;, �— ,�� ,.0 �. Y'�'r� �° e� �� � �.�.�,� A � �i, J � � :.+ �y° , : � C � � '��� .A Y itl"F�, o Playground Equipment ��N''�`�����- . �.� � �a� & Safet Enhancement 630k ��� �r`�+ ' - � � ���� — Y ($ ) ���� .. �,� — - ��_ _ _ — a�_:� - - �� ��. - �: .� > 25 � � � � � ' � ;� v� � � � .� • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Hear# ...Beca�use 1tiMlte Matters Parks & Recreation Projects 8 Projects totaling $6,570,233 _ :,�4 . :;. . � � Sam Hicks Monument Park �� � �� rv �� ����`�` �� � �` � .�, ; , __� Playground Renovation ($614k) _ . �� �� � ; \, �' �'I_ ��� � ' _ - �t y ���� i�4 ' � �. i; �- � , � � � _ "` .''4�-�.��, -,_ .� ,��� `'p' �}'—�� + f � _ '��a�; i . / ' "•.•'. .L.��a`�-' , �•y ,. � � �- , - I � \ � 1. � � ♦ ,� � �yF. .• � T� � � . . 1 v � �:�- �� 4`�� ����� ���J�I�.1���•�� � ._ ,; �,,i°��`��,1 F^� s,; ` ���' . � �� � � � ���:�����L� ���� ` � . � , o->�,"�-:: � ,�_ ;,; �:. -�-- _ �� . �.,�.� T l _.fl - �..,-- -�... ���: ��„ - _.��� �- ���� �� . . _ '� ���,���,� � .t��' . . . �� - . � � ,��, � �� ,& . . ���.,.,. . . _ _ _-- _ �� ,�� ��,.,;� :A� � -' -,� �...�. �� ti - _ �'". . ,.r. ��-.; - - .k "'r ' • '�•.'. a ' _ - . �,,��iW . ..� ,�''.��- .. �. - _ =.,,� •n� '_- .:'� s tr"" ' " �. - �,y�t �i � r�� .Y.�_� ��� � .•r � �� :� � � ���.i�� �`'"'3�!,c��. �:.: ,7�'.,i ----� .. �I � '� � ��� � ,�• ,� r.' 26 ��� . �. � E��� 1:���._.� � � � � -� ,� 'v� � ��� � .� • • • • • � � � • • • � . r rr • — • 1 1 1 � � � . � '� �I � � . � � � • • • • • .� � ' '� • �ST�'r!;q, �- .� : � � �, .. �. �� :-:,t t .'i3 3 H • �� �� � . . �� ���, � �.t.r- �� - - �� ti�• � - �•Q ♦`� + � P � ��� � !�e �, T .� - ....� + � � >1. � k'�ty� �7: ���t� i'T� � .�E �. �,'T f• — 4y4��� T!� i�. S����� �i• //'1 , �� � - • �� � . � � "T � •'o' �1 . • a�c.. . .. a ��� � wFi+= , . � - ���t '� �''� _ �; � �r q � � '�r :. . ,z_ - ..'. • � ' � k r �y,' }� � ._p. �d'�ty��,� ' n rs �_.�. i�����tl�+��� '�'�,� . . ��+�Y � - _—_ ._ � �. «. � s � jv i ^ v � � �y � '� w . . , �c '��_ � ' y � �,� �� . , ,*��' w5n��;�; _ -� _ �r� . �� ,- �.� � � �s� _ _ _ �i � �a F, � ��'!_� � r - . . . - '- �. � � �a� • „i ��. - _ _ � • -2.; • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Hear# ...Beca�use 1tiMlte Matters New CI P Projects � �. � ' • `�� o • ,, � �,- � - . o Emer enc O erations Center $117k �'� � ���.� _ � '. --a g Y p ( ) , � � ♦: o - �: ; � �rr� v .- �,,, -`� � � �a.�.-�'`�. .� ' ' ,. ` _�, — �:' �A v - ?�e �,'4�� ,.`�.�-��' "�;:+s . " �� �r } � �, ^ �;� . -. ., �����n� . _ �•�� .� ��u. :�8 q �..y � - ' � � _�h '' �• -. -. .._ � ,.,. ._; , _ :: .� �_ ■i� � .. - �. ..� z .� - � _ .. F � �� c�__� � `r r.' 2� � � � 1 � � ! �- : .� � � �� � � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Hear# ...Beca�use 1tiMlte Matters New CI P Projects . � ���� � � O - � - - - - - —� _ � - - - — - _- - --c,,,- - -- - -�, � r — - �— �� �: � . . O `.�sa .� nr r�� a� .va a .v �m,� i'a v��o�m ve iost� �* �i-a e��aa mv� ��f� �I �F `r � +'.�� a o Theater LED Lighting ($3o.6k) - �� - ,� _ �_ -����_ � � . � - � __ _, �. �. , � _ ,� � � _ .. A � _ �� �. � � y�� *;. :��;��"�� �,, �� M� . �; _ � - �..�F� .a "�c� � .'r`_ . � .�... �.� . . : i_ ' . , , .. YF � � ' � - � �� ,_ ��'� � �'�� � �ait. �;:�_ � ' � � ' `� ;� v� � �� � 29 � • � Ca ital Im rovement Pro ram -.� p p g Fiscal Years 20�6-ioio � Has Heart ...$ecmuse Nftt Matters -z.� . SARDA/Housing Projects i a� Available Funding $5,206,873 � i ; -�• �.� ..; � _ � � t � �r � � -- •r � ,E �'►� • � �� �, ��� � � �d �:.� oAffordable Housing � �, � ��� . . � - -�-- - - - _ . � ��, � � Remaining 2010 bond proceeds � - ��- - � - -- -�-- � ._ __ �_ - Specific Project(s) to be identified o RFP going out in June to � . *,�== - , � , : !.` ' solicit interest �. ��� � � � � �� � � � � � � . � .�:..,,� �- ,�� �� � . � �a: � - - �a .T • _ - . �I � � * ' i�h_' e�` � �, k �� � 'J' _-�"Ri N a � � - _� -- '� . `r' +.-y " �� � > 30 � 1 � � ! �- , .� � � � � � !� - • 1 � � _ �;t _ ��� � -�� ,. �� �� - . � � _� � N�4R,`" � � � �: _ f ' I�' ' � �� M 1 � � � � � � � .� _ .r -rw .� .� � :�� �,; ' :� , � , � : ;o �, �� i �� �,1 ^� �, .; •`��,'�a - ,rYl� � 1y �,�-� .���i�,y£�. � ' i_ '�— � ��^��\\.`��\�'`�� ; 7tr '.�:' .•� `,��'. � ,��',�'w�1�� "' .. _ �� � � '=' f �, .y , . � . ,"_ . - ,u� . 9 ✓ o'y� �� �� �.. ��w���. ` � _ 1 ,� ..�� t.....,� '�� �4'A� _ s p�{ g i� . � � q�f� � ha -bta�`��.�_.�,.'�k.��s".� .�� . -$_ ♦ {-��T' — ,.� i'� � �.' �.�';,�i'".\� i � �..t c'� �T�Fi, . .�� �7i�g �..� �z,��-... 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'z�- _ - � :�.- r� - • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Hear# Genera I Fu nd ..�B�`��5�"j"�at`ers Revenue $65,853,760 Expenditures $65,345,519 Revenue — Expenditures $508,241 Transfers Out: - Capital Improvement Projects $1,248,326 - Workers' Compensation Fund $250,000 - City & Parks Facility Rehabilitation $420,000 - Intern Fellowship Program $19,645 - Business Incubator Fund 187 127 Total Transfers Out $2, 125,098 � " �� ��- �- -� > 33 � � � � � � � � : ;� � � �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Hear# ..,Because lVj�t Matters General Fund • 7/1/15 Beginning Fund Balance $24,356,478 • 6/30/16 Ending Fund Balance $22,739,620 • Reserved for Economic Uncertainty �zoi) $13,069, 104 • Secondary Reserve (5%) $3,267,276 • Capital Projects & Unrealized Gains $1,033,088 • Available Fund Balance $5,370, 152 - � ` �� ���- � ,� > 34 � � � � � � � � : ;� � � �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart General Fund Revenue = $65,853,760 ...Be��uS���t�Matters Operating Other Revenue Transfers In �20�0 Prope rty Tax 4% I 11 /o Intergovernmental Revenues 11%� ��„ �-�,r.�s--.� — Special Tax (Measure C) 3% - Transient Occupancy Tax 5% Sales and Use Tax Franchise Fees 6% 48% - � ` �� ��� � ,� > 35 � � � � � � � � : ;� � � �� � .� • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart General Fund Revenue = $65,853,760 ...Be��uS��F;�Matters FY15-16 % Chq Assumptions Property Tax 7,157,977 5.6% Increased Property Values Sales and Use Tax 31 ,982,496 2.0% Growth in most sectors Franchise Fees 3,888,177 4.1 % Projected inflation Transient Occupancy Tax 3,251 ,835 9.3% Projected inflation Special Tax (Measure C) 1 ,867,639 0% Flat compared to prior year Intergovernmental Revenues 7,055,799 4.2% Increased Property Values Operating Transfers In 2,912,992 -9.0% Less Gas Tax transferred Other Revenue 7,736,845 -8.6% Deferred Development revenue General Fund Revenue $65,853,760 1 .0% � � " �� ��- �- -� > 36 � � � � � � � � : ;� � � �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart General Fund Expenditures = $65,345,519 ...�ecauseN[t�Matters Parks CIP Admin Maintenance 3.2% 5.9% � Police Public Works �39.3% 8% Land Development� 2.2% ,, - Building & Safety 3.7% Fire 9.6% Planning 3.1% Administration �Animal Control o Non 11 .3 /o Departmental: 0.7% 12.9% _ � :� -_— � , :� Y _ . - `�� � > 37 � ��� � �.�� r � � �! � : -� � � � �.� • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart ...8ecause NLt�Matters General Fund Expenditures : � � �-� � • Police Department (39% of General Fund) ,,�i r ��� ,� � r � `h;:� • O eratin Bud et = 25 694 620 ��' ���. K�-�- ` � �' - � p g g $ , , �'��� �`�,.��rn - _ � • Includes replacement of 1 Motorcycle ($28k) '���r ���-�:?� -�' �..� • Tota I staff i ng = 135 • 100 Sworn Officers, 19 CSOs, 16 Administrative • 7.5% increase in Sheriff Contract, offset by: � -F� �� -� • Continuation of 3 vacant positions ($832k) � � � �� ��� �� �.� � .��� , • SET Officer, Motorcycle Officer, ----_- -�_ -,-- i Accident Investigator �'°"'- -_ --=-�- ��,�����'"� t,�.- e- r.r '�' _ - ��' ��r ���'� • Continued cost sharing arrangement with TVUSD ����` "' �,r • r� :t�R • 50% for 5 School Resource Officers - L: .�� - _� � ' �� r� - �'- .� > 38 � � � � ' � � � : ;� � � �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart ..,Becmuse Nftt Matters General Fund Expenditures : -��� ��t� �,�, ���u � t .�, { � ���`�-*�,` ��,�^•: `���s,; r % �; . 'Y''?�.,ys`�ax�?, r�st ^,�, . �� +"' °�S, .�Y'... �`°�,k.w �°`.� • Fire Department (9.6% of General Fund) ` ��,���� �w� ��;�:, ,��J��a� �� , ���� y, �� � � � - � ��� � Tota I Staff i ng = 65 _ A£ �- ���� ',!��� : �-- -, , .�_ � � • Operating Budget = $13,932,812 = �-- � � • Less Fire Tax Credit of $7,645,222 • General Fund impact of $6,287,590 • 11% increase in Fire Contract in -- --- anticipation of Cal Fire labor -� ` � - �� � - �'�:'�=�.� � �. ► _: negotiations wh ich begi n J u ly 1st � ��'�r �� � i..-. _ � � ° , ..�� . :�- _��' � � Maintainingstaffingratioof �.- 4 personnel/engine - - � ` �� ���- � � > 39 � 1 � � ! �- : .� � � � � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart ...Because Nft�Mattees Genera I Fu nd Expend itu res : • Community Support Grants (non-profits) _ $88,000 • $60,000 annual allocation • $3,000 additional from 2015 Rod Run proceeds • $25,000 Council Discretionary funding ;,�:rt� _ - �� _ . �� ��.�. �. - =� �� _ r.�__ _¢�- . ��. _,� _ � -�J���-� • TCSD Funding Contribution = $5,636,876 ' .� , � �� � T��� ,. _ ��� � , _ � .� �.}�� �� :,�`�""���.. ��, �r� �� • Recreation = 4 601 783 . ����- ���� � �4 � � l 1 L 4'`�' �i E�� ' • Li b ra r = $644,205 ���a: e��.���� - � v • Service Level 6 — Residential Street Lights = $390,888 � ] � '' ��-. � � > 40 � � � � � � i �- : .� � � �� � � • � FY� s- � 6 Annual O eratin Bud et -.� p g g � Other Expend itu res "as"Qa�# ..,Because AII�t Matters • CapitalOutlay • 5 Public Works Trucks ($2o3k or $2o.3k/yr for 10 yrs) • 1 VaCtrOn ($60k or $4k/yr for 15 yrs) • 1 new M id-Size Truck for TCSD ($25K or $2.5k/yr for 10 yrs)) • Technology Investment • Lease of new SAN/Server ($12ok/year for 5 yrs) • Library Firewall Replacement ($3ok or $6k/yr for s yrs)) • Wi-Fi Upgrade for Old Town ($1sk or $3k/yr for 5 yrs) • Wi-Fi Upgrade for Civic Center ($35k or $7k/yr for 5 yrs) • Annual Computer Equipment Lifecycle Program ($sok) � ' �� �`��- � � > 41 p� i � � 1 � � � ' ; :� v� � �� � �.;� • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Hear# ...Because AII�t Matters Staffin�/Salaries & Benefits • Consistent staffing levels - 158.2 AUth01'IZeCI POSIt1011S (including 5 Council Membersj • Reassignments of vacant positions • Sr. Debt Analyst -> Management Analyst (Finance) • Custodian -> Maintenance Worker (Public Works) � — — _ d. . - � � — - - -- - 2 Part-Time Office Specialists increased , - _ � � _ � � _ � � �- - � � _ from 20 to 24 hours per week �s�- ` �`,��; �� +�� �.' �'` �.-�' '�� . ` :`�,; »�: .� ' �,r � � 'fP F . , 1 A ` t�� ' 'j�'` �� �� �, F �� � � - Project staffing costs held constant to `�R� � � - . � -- i`� ,1 ����- �, .. .� � �.. .y �, ,......_ . � . �R$ � i 4_�',� _ r e �- �:� �'_ '� � FY14-15 levels .� ,F � �.. M � ��� � 1 �` - � ..�.P-.,t, - '� �f� ;:. �:.. F v�� ,�� r : - ,�;,y„ i� L' �`. . � .c =..- �-�7.'�: . � . . � � �- �},�. ' ;� c`� �'- ,� > 42 � " � 1 � � ! � : :� v� � � � .� • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart Staff i n�/Sa I a ri es & Be n ef its ...Be��uS���;�Matters • Memorandum of Understanding (MOU) impacts included • 1% Wage Increase swap for 1% EPMC, effective 7/1/15 • 3.5% Cost of Living Adjustment negotiated in 2014 Re-Opener • Intern Fellowship Program funded at $19,645 • "Just Add One" campaign to partner with private sector, augmented with $7,892 of Community Development Block Grant � '�� ' � � - %'` ��,���,� � � , 1�/w,���:. � I . .� _ . J� ,r-c,� �� __ ' "" _ '11 � s ' �.� .. � ��_'� - �� -� .. . t:..., t �- �` �,.�'� -`� 1 ' v� � �� ��I ��� � P _ .� A =�! �+ a , � _ � � , �, r; � „ �, __ _ .���¢, �,�. � � � � _, = � � _ , _ . 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' r�I"i- . .�:�� � ' �, � � emecu a ommun � t . . . erv� ces � str� ct ( ) - , .� -- �� � � . ��_� � � � � � ! � , � � � � • � FY� s- � 6 Annual O eratin Bud et -.� p g g � TCSD Revenue = 19,853���V HasHeart ...Beca�use Nltt Matters Other Revenues, Special Tax, $2,678,055 $1,867,639 GF Contribution �'`"�"`- �� - (Street Lights), <�"'J "�' - _ ��' � $390,888 r�� - - GF Contribution (Library), $644,205 Rates & Charges, GF Contribution $9,671,168 (Recreation), $4,601,783 , .-.� ' � " �� r�' ,� > 46 � � � � � � � . � � �� � � • � FY� s- � 6 Annual O eratin Bud et -.� p g g � TCSD Expenditures = 20,095,016 HaSH�a�t ...Beca�use Nltt Matters Street Lighting, Landscape/ Slope $1,032,272 Maintenance, $1,782,952 Refuse & Recycling, $7,188,836 Road Maintenance, Recreation, "��-F $9,843 $8,936,363 Harveston Lake Park Maintenance, $244,617 Intern Fellowship, Library, $859,976 $19,645 , ;� - � Y '' `� ;� > 47 � �'�� � �:�_ � � � � . � � �� � .� • � FY� s- � 6 Annual O eratin Bud et -.� p g g � TCSD Per Capita Fundin� HaSH�a�t ...Beca�use NFt�Matters • Special Tax (Measure C) was set in 1997 at $74.44/Household TCSD Per Capita Funding $zoo.00 $170.i8/Household � � $ssp.00 �12o.os $12i.6 — .,,- General Fund s12o.o0 $g3•67 �$$•� $9�''3 Contribution $54.8 $so.00 � ��,�� $74.4 $74.4 $74.4 $74.4 $74.4 $74.4 I �' Measure C , �J� $o.�o / � 10-11 11-12 12-13 13-14 14-15 �5-16 Speciaf Tax TCSD Funding Note: TCSD Funding reduced in FY 12-13 due to Parks Maintenance moving to General Fund � ` �� ��- � ,� > 48 � � � � � � � � : ;� � � �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Hear# ...Beca�use 1tiMlte Matters Temecula Community Services District (TCSD) • Progra m H igh I ights � ,,:� ( ' • Ea le Soar Pla round & S lash Pad � � -•�: ��- M�' �`= -��=:-�-" g Yg p .�� � � � � �� ;�; -��� _ ��� inclusive play structure dedicated to ����F� . � F� ��� �� .�� �5 '� � � � � Y a ���r � ''"�'� � s;i " �� {;r �' ir the Special Needs community � . �,� ;� ; �� °��� � � - " �-` � ���.� , �,= �.,. , � � ���. � �� � �=� �� �i�� t:��--- �-'� � , �p�E� .�.��� ...,� -ry � _� / y t • Renovation of CRC gym floor and " ��-� _ _ � - .� scoreboards _ ....-..-� �- ��� � _ -� ,-- �� � y h ,[ie �8 ___� � :,:-3k �'+�QY'_ . :{� �. ��� e;i� r- �.�. . 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TF . ��� � _ � . r�+L�1' . . 4 . i. . �r6 . -- - �= : ..=;�t. ` �� ���- �y > 49 ���� � � 1 � � 1 �- : :� � I �� � � • � FY15- � 6 Annual O erat�n Bud et -.� p g g � Has Heart Temecula Community Services District (TCSD) ���Be��uS���;�Matters • Progra m H igh l ights - _- � s � � �� r��� • Cultural Arts Special Events � , • 1St Friday Art events in Old Town � �,�,� �� .� ���:,� .a .,,�� ����� • � 'r,�� � ,j' � Movies in the Park �$ � `�r � • SummerConcertSeries � � � � -- � � � . �,� � Street Painting � ��� • Award-winning Video Exhibit of the Oral History of WWII Veterans �� '� � .. .� ..�.� '� T�� � � �' '- i . r4 ��1 . ;��� - �'i�.._ `���I� �k�: � ��. ' °�'�� w.,.rt� � l.S.i .:�7 `� ��' � �a�. I'w�_J � y � ' �� . r , . .. - r �. .� I.�� s n �P , i "� �� � �' � . � � k. '4'� h��`: . t �. 4-. �. . - _ •`. r� .�1,� ".W 'S �� h" � �� �, �.� . .�..: _ �. " � '' ." �y�. - .�.. , .. _ - �� _ .s� � - , . 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"+1 - . t.;�, � _ . _ z . - . �j �' _•�- i � ,�_ ' ;'�' c - • • � � `� 5 Year F�nanc�al Plan � Has Hear# ...Because AII�t Matters General Fund • Long-range fiscal planning serves as a valuable tool to evaluate the City's ability to fund programs and services • Alerts decision makers early enough to course-correct if trends indicate financial concerns • 5-Year projections are prepared for the General Fund and TCSD • Last year the Strategic Fiscal Planning Ad Hoc committee was established to review the financial outlook for the City and discuss measures to ensure ongoing fiscal solvency � ` " ��- � � > s� ,� � � � � � � � �- : :� � � �� � .'� • • � � `� 5 Year F�nanc�al Plan � General Fund Trends — as of FY15�1� HasHear# ..,Because AII�t Matters General Fund S-Year Projections Revenues over Expendi�ures so,000,000 Actuals Projected 76,OOO,C�00 72,000,�00 I 68,OOO,Q00 — 64,000,000 ��V�/Lllo li. S��OVV'VV� � 52,0OO,OQO FY12-13 FY13-14 FY14-15 FY15-16 FY16-17 FY17-18 FY18-19 FY19-20 � Expenditures --R�venu�s - - ' � Y '' `� ;� �~ > 58 � ��_ 1 � ! � _ . � � � � � • • � � `� 5 Year F�nanc�al Plan � General Fund Trends — as of FY15�1� HasHear# ..,Because AII�t Matters General Fund S-Year Projections Revenues over Expendi�ures so,000,000 , Actuals . - . Projected 76,000,4�0 • . • 72,000,�00 ' - - I 68,OOO,Q00 — 64,000,000 — ��V�/Lllo li. S��OVV'VV� � 52,0OO,OQO FY12-13 FY13-14 FY14-15 FY15-16 FY16-17 FY17-18 FY18-19 FY19-20 � Expenditures --R�venu�s - - ' � Y '' `� ;� �~ > 59 � ��_ 1 � ! � _ . � � � � � • • � � `� 5 Year F�nanc�al Plan � Has Hear# G e n e ra I F u n d ..�B�`��S��j`*�atters • Operating Revenues are projected at a realistic growth rate, based on known trends and information • Ex enditures are out acin revenues due to: � Q � p p g • Rising Public Safety Contracts I N O � ] �� • Police 8 / growth per year �r�- • Fire ^'11% growth in FY15-16 • Rising CaIPERS Pension Costs • City's rates projected to increase by 8% in next 5 years • Law Enforcement pension costs projected to increase by 11% i n next 5 yea rs � ] � '' ��-. � � > 60 � � � � � � i �- : .� � � �� � � • • � � `� 5 Year F�nanc�al Plan � Has Hear# ...6ecauscl�litv Matters City of Temecula Publ�c Safety Expenditure Trends 45,000,000 <---- ActuQlExpenditures ----� <---- ProfectedExpenditures ----> 40,243,870 40,000,000 35,OO1,0�0 30,000,00� 24,333,713 25,000,000 � - � � �: I' 20,000,000 � � � � � � 4�12�p9_1� FV2p1���1 F�t2�11.'12 Fy2�1213 ��2�13.1 �V2p1�`_1y Pto F.�'��15.16 p5���i2p16.1�QT�Fy2���.1$pt�4�f2��`$19 pSo EV2p1g 2�p�o) � =Public Safety Total - - � �� ��� _ �'- .� > 61 � 1 � � ! �- , .� � � � � .� • • � � `� 5 Year F�nanc�al Plan � Has Hear# ...6ecauscl�litv Matters City of Temecula Publ�c Safety Expenditure Trends 45,000,000 <---- ActuQlExpenditures ----� <---- ProfectedExpenditures ----> 40,243,870 2009 - 2014 Actual Increase 40,000,000 - Police 13%($2.6M) � Fire 17%($741k) Total Safety 14%($3.3M) 35,OO1,0�0 30,000,00� 24,333,713 25,000,000 � - � � �: I' 20,000,000 � � � � � � 4�12�p9_1� FV2p1���1 F�t2�11.'12 Fy2�1213 ��2�13.1 �V2p1�`_1y Pto F.�'��15.16 p5���i2p16.1�QT�Fy2���.1$pt�4�f2��`$19 pSo EV2p1g 2�p�o) � =Public Safety Total - - �� ��- �. �� > 62 � � � � � ' � ;� v� � � � `.� • • � � `� 5 Year F�nanc�al Plan � Has Hear# ...6ecauscl�litv Matters City of Temecula Publ�c Safety Expenditure Trends 45,000,000 <---- ActuQlExpenditures ----� <---- ProjectedExpenditures ----> 40,243,870 FY09-10 ta FY�.9-20 Projected ao,000,aoo Paiice 68%($13.6M) Fire 54% ($2.3M) Total Safety 65%($15.9M) 35,OO1,0�0 30,000,00� 24,333,713 25,000,000 � - � � �: I' 20,000,000 � � � � � � 4�12�p9_1� FV2p1���1 F�t2�11.'12 Fy2�1213 ��2�13.1 �V2p1�`_1y Pto F.�'��15.16 p5���i2p16.1�QT�Fy2���.1$pt�4�f2��`$19 pSo EV2p1g 2�p�o) � =Public Safety Total - - � �� ��� _ �'- .� > 63 � 1 � � ! �- , .� � � � � � • • � � `� 5 Year F�nanc�al Plan � General Fund Balance "a5"ea�t ...Because N[t�Matters • With projected trends, General Fund reserves would need to be utilized starting in FY18-19 General Fund 5-Year Projections Fund BalanceTrend 3�,QOO,�OQ Actuals Projected 26,000,000 22,000,000 � 18,000,00� $5.9M Gap 1�,000,000 � � �' 10,000,000 FY12-13 FY�3-14 FY14-15 FY15-16 FY16-17 FY17-18 FY18-19 FY19-20 Fund Balance 25% Reserve � - ' � Y '' `� ;� �~ > 64 � ��_ 1 � ! � _ . � � � � � • • � � `� 5 Year F�nanc�al Plan � Has Heart ...Beca�use NFt�Matters Balancin� the 5-Year • Limited Options: • Decrease expenditures (service delivery) to fit within available resources • Maintainingvacancies • Evaluate potential savings of 3 :0 staffing model for Fire • Increase revenues to keep pace with projected expenditure growth over next 5 years • Updated Fee Study to be completed in FY15-16 • Collection of Education & Government (EG) Fees • Evaluate Measure C, Sales Tax and Utility Users' Tax - � ' �� �� �'- -� > 65 � � � � � � � � : ;� � � �� � .� • • � � `� 5 Year F�nanc�al Plan � Has Hear# ..,Because lVj�t Matters Additional Impacts • Implementation of Employee Classification and Compensation Plan � Development of Old Town Parking Strategies • Enlisted KMA to begin analysis of alternatives • Reduction of Unfunded Liabilities (Retiree health & Pension) • Pre-paying annual PERS liability • Commissioned consultant to develop strategies on reducingfuture liabilities • Water • Public Safety costs • Initiated discussions amongst contract cities � _ j .-.� ��� �, � �;�_ � � � � _ . ;� � � �� � 66 � � `� � Has Heart ...$ecmuse Nftt Matters � ec � a an s o . . . 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