2022-24 Terra Nova Amendment 4 - SOI Fiscal Analysis Full PacketMEMORANDUM
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DATE: September 28, 2022
TO: Monika Radeva, City Clerk
FROM :Tania Flores, Planning Admin Tech
RE: Amend No. 4 to Agreement for Contract Services with Terra Nova Planning & Research,
Inc. for additional funds of $117,250 for Sphere of Influence fiscal analysis project
Please list the Contracting Party / Vendor Name, type of agreement to be executed, including any change orders or
amendments, and the type of services to be provided. Make sure to list any related Project No. and Project Name.
Authority to execute this agreement is based upon:
Approved by City Council on 09/20/2022 - Business Item No. 2
City Manager's signing authority provided under the City's Purchasing Police
[Resolution No. 2019-021] for budget expenditures of $50,000 or less.
Department Director's or Manager's signing authority provided under the City's
Purchasing Policy [Resolution No. 2019-021] for budget expenditures of $15,000 and
$5,000, respectively, or less.
Procurement Method (one must apply):
Bid RFP T1 RFQ [7 3 written informal bids
Sole Source
Select Source Cooperative Procurement
Requesting department shall check and attach the items below as appropriate:
101-6002-60103 Project Nos. Below
Agreement payment will be charged to Account No.:
Agreement term: Start Date 09/20/2022 End Date 06/30/2024
Amount of Agreement, Amendment, Change Order, etc.: $$117,250
REMINDER: Signing authorities listed above are applicable on the aggregate Agreement amount,
not individual Amendments or Change Orders!
J _L Insurance certificates as required by the Agreement for Risk Manager approval
Approved by: Current Insurance Certs on file Date:
Bonds (originals) as required by the Agreement (Performance, Payment, etc.)
Conflict of Interest Form 700 Statement of Economic Interests from Consultant(s)
NOTE: Review the "Form 700 Disclosure for Consultants" guidance to determine if a Form 700 is
required pursuant FPPC regulation 18701(2)
Business License No. LIC -0005753 Expires: 4/30/2023
Requisition for a Purchase Order has been prepared (Agreements over $5,000) PO 2223-0056
Project No:
Legal - SOI -L
Planning - SOI -TN
AMENDMENT NO. 4 TO CONTRACT SERVICES AGREEMENT
WITH TERRA NOVA PLANNING AND RESEARCH, INC.
This Amendment No. 4 to Contract Services Agreement (Agreement) is
made and entered into as of the XC - day of September, 2022 ("Effective
Date") by and between the CITY OF LA QUINTA ("City"), a California municipal
corporation and TERRA NOVA PLANNING AND RESEARCH INC., a Corporation
("Contracting Party").
RECITALS
WHEREAS, on or about September 9, 2019, the City and Contracting
Party entered into an Agreement to provide on-call planning services for the
City. The term of the Agreement expires on June 30, 2022; and
WHEREAS, on June 16, 2020, the City and Contracting Party executed
Amendment No. 1, to include additional services relating to preparing an
update to the Housing, Land Use, and Safety Elements of the General Plan,
and increased the Contract Sum by an additional $69,975 per year for fiscal
years 2020/21 and 2021/22; and
WHEREAS, on or about June 1, 2021, the City and Contracting Party
amended the not to exceed compensation amount by $10,000 for fiscal year
2020/21 due to an increase in workload for complex entitlement projects that
required more processing time, and amended Section 2.1 Contract Sum to
reflect this change; and
WHEREAS, the City and Contracting Party mutually agree to extend the
contract by two years (Extended Term) and increase the not to exceed
compensation amount by $30,000 over the Extended Term, for fiscal years
2022/23 and 2023/24, due to an increase in workload for planning entitlement
applications and associated environmental documentation, and amend Section
2.1 Contract Sum to reflect this change; and
WHEREAS, on September 20, 2022, the City and Contracting Party
executed Amendment No. 4, to expand on-call planning services in the
amount of $117,250, to include preparation and processing of fiscal impact
analysis and applications for City annexation of the southern Sphere of
Influence area through Fiscal Year 2023/2024; and
NOW THEREFORE, in consideration of the mutual covenant herein
contained, the parties agree as follows:
Rev. 7/28/2017
AMENDMENT
In consideration of the foregoing Recitals and the covenants and
promises hereinafter contained, and for good and valuable consideration, the
sufficiency and receipt of which are hereby acknowledged, the parties hereto
agree as follows:
1. Section 1.1 Scope of Services is amended to read as follows:
In compliance with all terms and conditions of this Agreement,
Contracting Party shall provide additional services related to preparing
and processing of fiscal impact analysis and applications for City
annexation, as specified in "Scope of Services" attached hereto as
"Exhibit A" and incorporated herein by this reference (the "Services").
2. Section 2.1 Contract Sum is amended to read as follows:
For the Services rendered pursuant to this Agreement, Contracting Party
shall be compensated in accordance with "Exhibit B" (the "Schedule of
Compensation") in a total amount not to exceed Five Hundred Fifty
Seven Thousand and Two Hundred Twenty Five Dollars ($557,225.00)
for the life of the Agreement, which includes One Hundred Seventeen
Thousand and Two Hundred Fifty Dollars ($117,250.00) per year for the
Extended Term ("Contract Sum"), except as provided in Section 1.7.
In all other respects, the original Agreement shall remain in effect.
IN WITNESS WHEREOF, the City and Contracting Party have executed
this Amendment No. 4 to the Agreement on the respective dates set forth
below.
CITY OF LA QUINTA a California municipal corporation
�1
JON MCMf..LEN, City Manager
City of La Quinta, California
ATTEST:
Rev. 7/28/2017
Dated: 10/(..0 2.6z2_.
IF
MONIKA RAD EV', ity Clerk
City of La Quinta, alifornia
APPROVED AS TO FORM:
WILLIAM H. IHRKE, City Attorney
City of La Quinta, California
CONSULTANT: TERRA NOVA PLANNING & RESEARCH, INC.
fCorporation1
By
Name: Nicole Sauviat Criste
Title: , Principal
Rev. 7/28/2017
I
EXHIBIT A
SCOPE OF SERVICES
L 4 TERRA NOVA PLANNING & RESEARCH, INC.
August 2, 2022
Mr. Danny Castro & Ms. Cheri Flores
City of La Quinta
78495 Calle Tampico
La Quinta, CA 92253
RE: Annexation of Sphere of Influence
Dear Danny and Cheri:
Following our recent conversations, we have prepared the following proposal
for several options relating to the annexation of the City's southern Sphere. The
potential scenarios, as we understand them, are:
1. Free-standing analysis of the potential fiscal impacts of annexing only the
City's southern Sphere of Influence (Sphere).
2. Preparation and processing of annexation application, including
associated supporting documents.
3. Preparation of a fiscal impact analysis of lands east of the City's existing
southern Sphere, in preparation of a Sphere of Influence amendment
application.
It is important to note that certain changes in the law may cause the Local
Agency Formation Commission (LAFCo) to require that we also annex the
northern Sphere as part of Option 2. For purposes of this proposal, this addition
has not been included, but would be expected to be minor in terms of both
scope of work and budget.
Option 1 - Fiscal Impact Analysis, Existing Sphere
This option would result in the preparation of a fiscal impact analysis which
would analyze the potential costs and revenues associated with annexing either
half or the entirety of the City's existing southern Sphere. The analysis can be
completed in two parts: the Sphere to Jackson Street, or the entire Sphere.
Assumptions regarding land use would be based on existing City General Plan
designations, which were included in the City's existing General Plan and
Environmental Impact Report (EIR). GIS data would be used to identify existing
vacant and developed lands, and cost and revenue assumptions based on
multiple scenarios. Assumptions regarding the pace of build out would be
developed with City staff, but it is expected that build out would take several
decades. The lack of property tax revenues would be factored into the analysis
42635 MELANIE PLACE, SUITE 101, PALM DESERT, CA 92211 (760) 341-4800
Danny Castro and Cheri Flores
August 2, 2022
Page 2 of 8
through 2035. At the City's option, property tax can be calculated for revenues
after 2035, or can be assumed to continue to be suspended, should the County
not release the debt which currently prevent property tax from being shared
with the City.
All costs and revenues would be calculated in 2022/2023 dollars. Separate
narrative assumptions regarding the likely increases in police and fire costs
would be included in the final report, as they have in the past outpaced
inflation when contracts have been renewed. Cost and revenue categories
would be developed with City staff, and Terra Nova will rely on assistance from
Finance Department staff for historic data and assistance in the development of
formulas for revenues such as property transfer tax, in -lieu motor vehicle taxes,
transient occupancy tax and sales tax (including both base sales tax and
Measure G revenues). Costs will be calculated using the City's 2022-2023
budget, and generally based on per capita calculations to yield the most
conservative assumptions. A report of findings will be prepared for the City's use.
The scope of work for Option 1 is summarized as follows:
1.A. Build Out Land Use Scenario Working with City staff, develop build out
scenario for all lands in the existing Sphere. These land use designations and
assumptions (including square footage of commercial space, hotel rooms,
residential units, etc.) will be included in the fiscal model.
1.B. Fiscal Impact Analysis Using Terra Nova's existing analysis model, calculate
costs and revenues for up to 4 build out scenarios to be developed in
cooperation with City staff. For preliminary consideration, the following are
proposed:
• Immediately upon annexation (existing development only);
• 2030/Additional development of 25% of currently vacant lands, no
property tax;
• 2040/Additional development of 50% of currently vacant lands, with
property tax; and
• 2050/Build out of all lands, with property tax.
A report of findings will be prepared, summarizing the fiscal model
calculations, and determining whether/when the annexation would be
fiscally positive for the City. The analysis will be in a format suitable for use if
Option 2 is pursued.
1.C. City Council Presentation Terra Nova will assist City staff in the preparation
of a City Council staff report, and attend one City Council meeting (study
session) to report on the findings of the analysis.
Danny Castro and Cheri Flores
August 2, 2022
Page 3 of 8
Option 2 - Annexation of Existing Sphere
The City's Sphere of Influence currently encompasses 8,300± acres located east
of Monroe Street, south of Avenue 52, north of Avenue 62, and west of Harrison
Street. Lands include single family residential, ranching and farming, limited
commercial and resort uses, and vacant lands. The Sphere encompasses the
unincorporated community of Vista Santa Rosa. Its Community Council must be
consulted on the potential for annexation, and community outreach will be
required throughout the area. This is particularly important because the Sphere is
populated, and LAFCo will be required to complete a protect hearing after the
Board's action on annexation.
The Riverside County Local Agency Formation Commission (LAFCo) would
process the annexation application. To complete that process, a number of
documents are required, including pre -zoning and initiation resolutions, a fiscal
impact analysis, a plan of services, and a California Environmental Quality Act
(CEQA) document. In this case, we would propose an Addendum to the
General Plan EIR, since it included the annexation area. The Addendum would
address changes since the preparation of the General Plan EIR, to provide
updated CEQA compliance for the annexation.
A Legal Description/Metes and Bounds will also be required. For purposes of this
proposal, we have assumed that this task will be undertaken by the City
Engineer, and it is not part of this proposal. Option 2 would consist of the
following scope of work:
2.A. Community Outreach Hold three community workshops, in the annexation
area, to assure that the annexation proposal is supported. This would
include at least one Community Council presentation and two other
workshops for residents and property owners. It is highly recommended that
these workshops be attended by City Council member(s), to improve the
outcomes.
2.B. Annexation Applications Terra Nova will prepare the necessary Initiation
Resolution and Pre -Zoning Ordinance and submit them to City staff for
review and approval. At this time, no land use designation amendments
are expected. Our scope of work and budget do not include General Plan
or Zoning text or map amendments. Should they become necessary to
accommodate uses not currently allowed under City designation(s) or
zone(s), we will develop a scope and budget for City consideration. This
task will also include attendance at up to two City Council hearings.
Following City Council action, Terra Nova will prepare all necessary LAFCO
applications, including attachments, and submit them to City staff for
review and approval. We propose a turn -key service for this project, which
Danny Castro and Cheri Flores
August 2, 2022
Page 4 of 8
would include all copies, transmittal and delivery to LAFCO. We have
assumed, for purposes of this proposal, that the City will be responsible for
LAFCO application fees and preparation of the Legal Description/Metes
and Bounds (which must be signed by an engineer or surveyor).
2.C. Plan of Services The Plan of Services must include a description of all
services, including general government services, water, sewer, roadway
maintenance, police and fire services, library services, etc. The Plan of
Services must demonstrate that the City and other agencies can serve the
annexation area.
2.D. Fiscal Impact Analysis This task is assumed to have been completed under
Option 1. If the City chooses to move forward immediately to annexation,
Option 1's scope of work and budget would be added to Option 2's.
2.E. CEQA Documentation Prepare a comprehensive EIR Addendum, in a
format acceptable to the City, which analyzes the annexation action and
the build out of the annexation area. The analysis will incorporate the
General Plan environmental documentation to the maximum extent
possible. At this time, no technical reports are proposed, since the General
Plan EIR included the Sphere, and conditions have not substantially
changed.
2.F. LAFCO Coordination and Hearing Attendance Throughout the process,
Terra Nova's project manager will keep in close contact with LAFCO and
City staff, and assure a prompt and efficient processing. We will also
coordinate LAFCO hearing presentations with City staff, and would help
with PowerPoint presentations and handouts, as needed. For purposes of
this proposal, we have assumed one LAFCO hearing would be required.
Option 3 - Fiscal Impact Analysis, Expanded Sphere
Option 3 would provide the same level of analysis as Option 1, but for lands east
of Harrison Street, in a configuration to be determined in coordination with City
staff. The extend to which the City may wish to expand its Sphere is currently
unknown, but for purposes of this proposal, we have assumed that the boundary
would be determined by the City Council, at the Option 1 study session.
It is important to note that lands east of Harrison are in the unincorporated
community of Thermal. The level of potential support for a Sphere Amendment,
and an eventual annexation is unknown. Portions of the County's Thermal
community of interest boundary currently occur in the City of Coachella's
Sphere of Influence, and portions are unclaimed.
Danny Castro and Cheri Flores
August 2, 2022
Page 5 of 8
If the City prefers to undertake Option 1 and Option 3 together, and receive a
resulting cumulative analysis, that has been provided for in the budget below.
The scope of work for Option 3 is summarized as follows:
3.A. Build Out Land Use Scenario Working with City staff, develop the boundaries
and build out scenario for an expanded Sphere. These land use
designations and assumptions (including square footage of commercial
space, hotel rooms, residential units, etc.) will be included in the fiscal
model.
3.B. Fiscal Impact Analysis Using Terra Nova's existing analysis model, calculate
costs and revenues for up to 4 build out scenarios to be developed in
cooperation with City staff. For preliminary consideration, the following are
proposed:
• Immediately upon annexation (existing development only);
• 2030/Additional development of 25% of currently vacant lands, no
property tax;
• 2040/Additional development of 50% of currently vacant lands, with
property tax; and
• 2050/Build out of all lands, with property tax.
A report of findings will be prepared, summarizing the fiscal model
calculations, and determining whether/when the expanded Sphere would
be fiscally positive for the City.
3.C. City Council Presentation Terra Nova will assist City staff in the preparation
of a City Council staff report, and attend one City Council meeting (study
session) to report on the findings of the analysis.
Proposed Budget
The budget has been developed based on the Options and tasks described
above.
Danny Castro and Cheri Flores
August 2, 2022
Page 6 of 8
Option 1
1.A Consultation and Meetings
Build Out Land Use Scenario
GIS Analysis - Land Use Maps
1.B. Fiscal Impact Analysis
Project Management
1.C. Preparation and Attendance,
1 City Council Study Session
Admin. Support
Misc. Office
$ 2,925.00
$ 5,400.00
$ 2,000.00
$ 16,600.00
$ 3,900.00
$ 1,950.00
$ 900.00
$ 100.00
Option 1 Total $ 33,725.00
Option 2
2.A. Community Outreach (3 workshops)
2.B. Consultation and Meetings
Pre -Annex Reso, Ordinance, and
Application Preparation and Management
2.C. Plan of Services
2.D. Fiscal Impact Analysis
2.E. CEQA Addendum Documentation & Drafting
2.F. Project Management
Preparation and Attendance, 1 City Council
Hearing and 1 LAFCo Board Hearing
Admin. Support
Misc. Office: application sets, photocopies, etc.
$ 9,300.00
$ 5,850.00
$ 6,200.00
$ 4,800.00
See Option 1
$ 15,650.00
$ 6,825.00
$ 3,900.00
$ 1,800.00
$ 3,000.00
Option 2 Total $ 57,325.00
Option 3
3.A Consultation and Meetings
Build Out Land Use Scenario
GIS Analysis - Land Use Maps
3.B. Fiscal Impact Analysis
Project Management
3.C. Preparation and Attendance,
1 City Council Study Session
$ 2,925.00
$ 6,550.00
$ 2,200.00
$ 18,600.00
$ 3,900.00
$ 1,950.00
Danny Castro and Cheri Flores
August 2, 2022
Page 7 of 8
Admin. Support
Misc. Office
$ 900.00
$ 100.00
Option 3 Total $ 37,125.00*
*If Option 3 is undertaken concurrent with Option 1, the total of the two Options would be $59,925.00.
Total (each Option undertaken sequentially) $128,175.00
Total (all Options undertaken together) $117,250.00
Conclusion
I believe that this proposal accurately reflects our understanding of what is
needed to provide options for the City to consider. Please feel free to contact
me if you have any questions.
Nicole Sauviat Criste
Principal
Danny Castro and Cheri Flores
August 2, 2022
Page 8 of 8
TERRA NOVA PLANNING & RESEARCH, INC.®
42635 Melanie Place, SUITE 101
PALM DESERT, CA 92211
760-341-4800
STANDARD FEE SCHEDULE
2022
Terra Nova invoices its clients on a cost -basis using an hourly billing system. The
scope of each planning effort is typically broken down by task and assigned
estimated necessary staff time and the applicable hourly rate. Reimbursable
expenses are charged on a cost basis, except where otherwise indicated. All
payments for services rendered are to be made payable to Terra Nova Planning
& Research, Inc. unless otherwise indicated. Clients are invoiced on a monthly
basis, and invoices are due and payable upon receipt.
Terra Nova Staff Hourly Rate
Principal Planner $ 195.00
Senior Planner $ 160.00
Associate Planner $ 140.00
Assistant Planner $ 115.00
GIS/Graphics Technician $ 65.00
Administrative Assistant $ 45.00
REIMBURSABLES
Photo Copies (8.5" X 1 1 " BW) $ 0.15 ea.
(8.5" X 1 1 " Color) $ 0.30 ea.
(1 1 " X 17" BW) $ 0.30 ea.
(1 1 " X 17" Color) $ 0.60 ea.
Large Format Plots BW $ 1.00/S.F.
Color $ 5.00/SF
Telephone Toll Charges Cost
FAX Transmittals Cost
Reproduction, Special photographic services,
document printing, aerial photogrammetry, postage, etc. Cost
Exhibit B
Schedule of Compensation
With the exception of compensation for Additional Services, provided for
in Section 2.3 of this Agreement, the maximum total compensation to be paid
to Contracting Party under this Agreement is as noted in detail below per fiscal
year and service types, for a total not to exceed amount of $557,225
("Contract Sum") for the life of the Agreement encompassing the initial and
any extended terms.
The Contract Sum shall be paid to Contracting Party identified in
Contracting Party's schedule of compensation attached hereto for the work
tasks performed and properly invoiced by Contracting Party in conformance
with Section 2.2 of this Agreement.
Initial Term: Not to Exceed:
FY 2019/20 On -Call Planning Services $60,000
FY 2020/21 On -Call Planning Services $70,000
FY 2021/22 On -Call Planning Services $60,000
FY 2020/21 & 2021/22 General Plan Update $69,975
FY 2022/23 On -Call Planning Services $90,000
FY 2023/24 On -Call Planning Services $90,000
Initial Term Total: $439,975
Amendment: Not to Exceed:
FY 2022/23 & 23/24 SOI Analysis $117,250
Total Not to Exceed: $557,225
Rev. 7/28/2017
BUSINESS SESSION ITEM NO. 2
City of La Quinta
CITY COUNCIL MEETING September 20, 2022
STAFF REPORT
AGENDA 'h . APPROVE AMENDMENT NO. 4 TO AGREEMENT FOR
CONTRACT SERVICES WITH TERRA NOVA PLANNING & RESEARCH, INC. FOR
ADDITIONAL ON-CALL PLANNING SERVICES AND APPROVE BUDGET
APPROPRIATION
RECOMMENDATION
Approve Amendment No. 4 to Agreement for Contract Services with
Terra Nova Planning & Research, Inc. to expand on-call planning services
to include preparation and processing of fiscal impact analysis and
applications for City annexation; and authorize the City Manager to execute
the agreement.
EXECUTIVE SUMMARY
• Terra Nova Planning & Research, Inc. (Terra Nova) is currently
contracted with the City to provide on-call planning services during peak
workloads and as needed for expertise on special and complex planning
projects.
• Amendment No. 4 (Amendment) (Attachment 1) would include
additional planning services to include the preparation and processing
of fiscal impact analysis and applications for City annexation, including
analysis of areas beyond the sphere of influence (SOI).
FISCAL IMPACT
The current two-year contract with Terra Nova is for $90,000 per year which
is already included in the fiscal year 22/23 budget. If approved, Amendment
No. 4 proposes an increase of $117,250 for fiscal year 22/23 and 2/24, for a
total to not exceed amount of up to $557,225 for the life of the agreement.
Staff is requesting a budget adjustment in the amount of $58,625 under the
Planning Division Professional Services account 101-6002-60103 funded by
the fiscal year 22/23 budget surplus. Funding in the amount of $58,625
will be budgeted in fiscal year 23/24.
329
BACKGROUND/ANALYSIS
On August 2, 2022, City staff provided City Council an update on the Riverside
County Local Agency Formation Commission (LAFCO) Municipal
Services Review and Sphere of Influence Review (Attachment 2). Per that
update, the last LAFCO meeting concluded with no changes to the City's SOI.
Terra Nova then drafted a proposal for economic feasibility associated with
possible future annexations. The Scope of Work of the proposal can be found
as Exhibit A on Attachment 1 and can be summarized in the following three
steps:
1) Fiscal impact analysis of annexing the City's existing SOI
2) Preparation and processing of annexation application
3) Fiscal impact analysis of lands east of the City's existing SOI
(Attachment 3)
Steps 1 and 3 would be completed concurrently as a first phase and then
presented to Council for review and consideration prior to beginning Option 2
as a second phase. It is anticipated that the first phase would take
approximately three (3) months to complete. The second phase could take
up to two (2) years to complete.
Terra Nova currently provides on-call planning services to the City and is an
extension of staff in processing complex entitlement applications, including
but not limited to General Plan Amendments, Zone Changes, Specific Plans,
Site Development Permits, Tentative Tract Maps and associated
environmental documentation. The current on-call contract for Terra Nova
was recently extended for two -years. The current contract expires June 30,
2024.
The Amendment would add a one-time amount of $117,250 to perform
detailed financial analysis and prepare and process applications associated
with annexation. Terra Nova is uniquely qualified to prepare, process, and
present on the fiscal impact analysis and annexation applications.
ML 1 eRNIlTIVE:
Council may elect not to approve the Amendment or not undertake the
proposed services.
Prepared by: Cheri L. Flores, Planning Manager
Approved by: Danny Castro, Design and Development Director
Attachments: 1. Amendment No. 4 to Agreement for Contract Services
2. August 2, 2022 Department Report
3. S I Expansion
330
City of La Quinta
CITY COUNCIL MEETING
DEPARTMENT REPORT
ATTACHMENT 2
DEPARTMENTAL REPORT ITEM NO. 1
TO: Madam Mayor and Members of the City Council
FROM: Danny Castro, Design and Development Director
Cheri Flores, Planning Manager
DATE: August 2, 2022
SUBJECT: Riverside County Local Agency Formation Commission Municipal
Services Review and Sphere of Influence Review Update
Riverside County Local Agency Formation Commission (LAFCO) initiated a
Municipal Service Review (MSR) and Sphere of Influence (SOI) review process
in 2019 as required by the Cortese -Knox -Hertzberg Local Government
Reorganization Act of 2000. The MSR included all Cities in Riverside County.
La Quinta participated in this review in 2020 and provided background
information for the City's section of the MSR.
What is a MSR?
A MSR is a comprehensive study designed to better inform LAFCO, local
agencies, and the community about the provision of municipal services.
What is a SOI?
A SOI is a planning tool adopted and used by LAFCO to designate the future
boundary and service area for a city or special district. La Quinta's SOI is
generally described as south of Avenue 52, east of Monroe Street, west of
Harrison Street and north of Avenue 62 (Attachment 1).
MSR Findings and Public Hearings
The findings of the MSR state that La Quinta's SOI should remain unchanged;
and LAFCO staff recommended no changes. On June 23, 2022, LAFCO held a
duly noticed public hearing to consider the MSR and SOI reviews, where the
City of Coachella (Coachella) submitted an "11th hour" proposals requesting
changes to Coachella's SOI boundaries; the two (2) proposals submitted by
Coachella encroach into La Quinta's SOI as depicted in the maps enclosed as
Attachment 2. Coachella's basis for this SOI amendment request is that
Coachella provides water and sewer services to a portion of the area. LAFCO
continued the public hearing for the MSR and SOI reviews to July 28, 2022,
343
to allow LAFCO staff additional time to review information provided at the June
23rd public hearing.
La Quinta staff researched the MSR, LAFCO's staff reports, and Coachella's
amendment request and information provided, and issued correspondence to
LAFCO listing arguments in objection to Coachella's request. La Quinta Staff
and the City Attorney's Office attended the July 28, 2022, hearing and
provided public comments along with the City of La Quinta Mayor supporting
LAFCO staff's recommendation for La Quinta's SOI to remain unchanged.
Comments provided are summarized below:
• La Quinta's extensive community outreach and compliance with LAFCO's
requirements undertaken during LAFCO's 2005-2006 MSR review
process to have the current SOI boundary history and process
undertaken when La Quinta's current SOI boundaries were assigned
• La Quinta's SOI is planned and pre -zoned for in the General Plan
• Multiple developers' interests from La Quinta's SOI to annex into the
City's limits
• La Quinta's analysis and planning to expand public safety services into
its SOI for both, police and fire
• Coachella's request to amend the SOI boundary is based on a water
service agreement that was entered into in violation of LAFCO policies
and based upon substantial misrepresentations.
• La Quinta's community outreach and commitment to continued
communication with the property owners and residents of the SOI area
and Vista Santa Rosa community
• La Quinta is leading the effort to increase and improve energy capacity
for the area
• La Quinta's support of LAFCO's staff recommendation for La Quinta's
SOI to remain unchanged.
LAFCO approved the MSR and SOI review with no change to La Quinta's SOI.
Next Steps
The team is currently engaging a consultant to prepare an economic feasibility
analysis of the La Quinta SOI. Additionally, mailers were sent to landowners
within the SOI requesting their feedback on the issue (Attachment 3). A digital
survey is also available on the City's website at
www.laquintaca.gov/vistasantarosa. La Quinta will continue to reach out to
the community to gain further feedback.
Attachments: 1. La Quinta's current SOI Map
2. Coachella's SOI Amendment Request Maps
3. La Quinta's Community Outreach Mailer to Vista Santa Rosa
344
ATTACHMENT 1
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RSG does not recommend any changes to the La Quinta
SOI and staff concurs with this assessment. Staff recommends
confirming the current City of La Quinta SOI boundaries.
RSG
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City of Coachella SOI Expansion Request - Alternative A Exhibit "SR9a"
ATTACHMENT 2
Data Sources: County of Riverside; LAFCO
0 0.5 1 2
Miles
City is requesting its SOI to include
areas in P7 and parts of La Quinta &
Indio's SOI. In Addition, City is requesting
removal of areas east of their current SOI
that is zoned as Open Space (O -S).
See Staff Report for details.
N
Disclaimer: The information shown is
intended to be used for reference and
general display purposes only and is
not to be used as an official map.
Author: Crystal Craig & Michael Henderson
Map Created on 05/25/2022
Legend
▪ DUC 1 & la - Vista Santa Rosa (La Quinta SOI)
DUC 1 - Carver Tract (Indio SOI)
1 1 Coachella SOI Request (Not in General Plan)
® City SOI Removal Request
Q Augustine Tribal Area
Vista Santa Rosa Community Council
Q City of Coachella CVWD Water/Sewer Agreement
1Z 1 County Islands & Pockets (7, 14, 15 & 16)
Cities
I— I City of Coachella
[1 City of Indio
City of La Quinta
I I
City Spheres
[—� Coachella SOI
0 Indio SOI
i—� La Quinta SOI
347
City of Coachella SOI Expansion Request - Alternative B
Exhibit "SR9b
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City is requesting its SOI to include N
Data Sources: County of Riverside; LAFCO areas in P7 and parts of La Quinta &
Indio's SOI. In Addition, City is requesting
0 0.5 1 2 removal of areas east of their current SOI
Miles that is zoned as Open Space (O -S).
See Staff Report for details.
Legend
Cities
348
DUC 1 & la - Vista Santa Rosa (La Quinta SOI)
DUC 1 - Carver Tract (Indio SOI)
= City of Coachella
1 — 1 Coachella SOI Request (Not in General Plan)
® City SOI Removal Request
r Augustine Tribal Area
Vista Santa Rosa Community Council
1 1 City of Indio
= City of La Quinta
,, , 4.,, _r
Disclaimer: The information shown is
intended to be used for reference and
general display purposes onlyand is
p Y p p
, not to be used as an official map.
Author: Crystal Craig & Michael Henderson
MapCreated on 05/25/2022
City Spheres
Coachella SOI
Indio SOI
City of Coachella CVWD Water/Sewer Agreement
1 :1 County Islands & Pockets (7, 14, 15 & 16)
— La Quinta SOI
11
The City of La Quint° recognizes the unique character, history, and importance
of Vista Santa Rosa. In April 2006, the Riverside County Local Area Formation
Commission (LAFCO) voted to include Vista Santa Rosa into the City of La
Quinta's Sphere of Influence (SOI).
Who is LAFCO?
Independent State
authority that evaluates
community boundaries
and SCI's.
What is an SOI?
Long-range planning tool
used to conduct service
and facilities planning for
potential annexation.
What is Annexation?
The action taken by
LAFCO to add an area
into a city's jurisdiction.
In the past, the City of La Quinta reached out directly to you or the past owner of
your property. The vast majority of property owners at that time chose to be included
in La Quinta's SOI,
In June 2022, the City of Coachella submitted a request to LAFCO to switch the
majority of Vista Santa Rosa from La Quinta's SOI into Coachella's, without any
notification or consultation of Vista Santa Rosa residents or the City of La Quinta,
This communication is being sent by the City of La Quinta to keep you informed
and discuss your desired interest in remaining in the La Quinta SOI,
Your opinion counts. Please return the enclosed pre -stamped
and seIP-addressed card to stag inPormed.
0
0
0
Find out more at www.laquintaca.gov/vistasantarosa
Call (760) 777-7000
ATTACHMENT 3
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349
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La Ciudad de La Quints reconoce el caracter unico, la historic y la
importancia de Vista Santa Rosa, En abril del 2006, la Comision de
Formacion del Area Local del Condado de Riverside (LAFCO) voto
para incluir a Vista Santa Rosa en la Esfera de Influencia (SOI) de la
Ciudad de La Quinta,
ZQuien es LAFCO?
Autoridad estatal
independiente que
evalua los limites de
comunidades y los SOI.
ZQueesunSO1?
Herramienta de planificacion,
a largo plazo utilizada para la
planificacion de servicios
e instalaciones para una
posible anexion.
ATTACHMENT 3
PRSRT STD
US POSTAGE PAID
PALM DESERT, CA
PERMIT #149
LQue es la Anexidn?
La accion tomada por
LAFCO para agregar un
area ala jurisdiccion de
una ciudad.
Anteriormente, la Ciudad de La Quinta se comunico directamente con usted o con
el propietario anterior de su propiedad. La gran mayorra de los propietarios en ese
momento optaron por ser incluidos en el SOI de La Quinta.
En junio de 2022, la Ciudad de Coachella presento una solicitud a LAFCO para
cambiar la mayorra de Vista Santa Rosa del SOI de La Quinta a Coachella, sin
ninguna notificacion o sin consultaltar a los residentes de Vista Santa Rosa o la
Ciudad de La Quinta.
Esta communicacion esta siendo enviada por la Ciudad de La Quinta para
mantenerlo informado y para discutir su interes en permanecer en La Quinta SOI,
Su opinion cuenta. Por Favor regrese la tarjeta
pre-sellada con su direccion adjunta para
mantenerse inPormado.
Obtenga mos inFormacidn en
www.Iaquintaca.gov/vistasantarosa
Llama al (760) 777-7000
- — GEM of the DESERT —
ECRWSS
Resicent
La Quinta, CA
350
ATTACHMENT 3
4PAT pESERI
•
INDIAN .ELLS
ILACEIRITI
Proposed sphere of influence extension
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AVENUE 62
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LEGEND
proposed_sphere_of_influence_extension
CitySpheres2
SPHERENAME
COACHELLA
INDIO
LAQUINTA
PALM DESERT
CITYNAME
COACHELLA
INDIAN WELLS
INDIO
LAQUINTA
PALM DESERT
351
Jan 2022 285