The URL can be used to link to this page

2016 06 21 CCTw�t 4 4 a" MEMORANDUM DATE: June 21, 2016 OFFICE OF THE CITY CLERK (760) 777-7103 TO: Madam Mayor and Members of the City Council Chairperson Radi and Members of the Housing Authority Chairperson Evans and Members of the Financing Authority Agency FROM: Susan Maysels, City Clerk Subject: Meeting Sequence for June 21, 2016 CONFIRMATION OF AGENDA Reminder: Items pulled or moved on the agenda must be changed in the software, which takes a few minutes. To avoid a delay in the meeting while staff performs this housekeeping, changes will be completed while the Council is in CLOSED SESSION. MEETING SEQUENCE FOR JUNE 21. 2016 Chair calls the Housing Authority meeting to order at 3p Chair conducts meeting & calls for Adjournment Mayor calls the Council meeting to order (approx. 3:30-3:45p) Mayor conducts meeting & calls for Adjournment Chair calls the Financing Authority meeting to order Chair conducts meeting & calls for Adjournment 78-495 Calle Tampico, La Quinta, CA 92253 fig �FA VA City Council agendas and staff reports are now available on the City's web page: wwmla-quint" CITY COUNCIL AGENDA CITY HALL COUNCIL CHAMBERS 78-495 Calle Tampico, La Quinta REGULAR MEETING ON TUESDAY, JUNE 21, 2016 3:30 P.M. CLOSED SESSION 1 4:00 P.M. OPEN SESSION CALL TO ORDER ROLL CALL: Councilmembers: Franklin, Osborne, Pena, Radi, Mayor Evans UBLIC COMMENT ON MATTERS NOT ON THE AGENDA At this time, members of the public may address the City Council on any matter not listed on the agenda. Please complete a "Request to Speak" form and limit your comments to three minutes. The City Council values your comments; however in accordance with State law, no action shall be taken on any item not appearing on the agenda unless it is an emergency item authorized by GC 54954.2(b). CONFIRMATION OF AGENDA CLOSED SESSION CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(1). SHAATH & OUDEH GROUP V. CITY OF LA QUINTA, RIVERSIDE COUNTY SUPERIOR COURT CASE NO. PSC 1404174 RECESS TO CLOSED SESSION RECONVENE AT 4:00 P.M. REPORT ON ACTIONS(S) TAKEN IN CLOSED SESSION PLEDGE OF ALLEGIANCE CITY COUNCIL AGENDA 1 JUNE 21, 2016 PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA At this time, members of the public may address the City Council on any matter not listed on the agenda. Please complete a "Request to Speak" form and limit your comments to three minutes. The City Council values your comments; however in accordance with State law, no action shall be taken on any item not appearing on the agenda unless it is an emergency item authorized by GC 54954.2(b). ANNOUNCEMENTS, PRESENTATIONS AND WRITTEN COMMUNICATIONS 1. EAST VALLEY COALITION ANNUAL REPORT AND PERFORMANCE UPDATE 2. CERTIFICATE OF ACHIEVEMENT FOR EXCELLENCE IN FINANCIAL REPORTING CONSENT CALENDAR NOTE: Consent Calendar items are routine in nature and can be approved by one motion. PAGE 1. APPROVE MINUTES OF JUNE 7, 2016 2. APPROVE SPECIAL MEETING MINUTES OF JUNE 8, 2016 - 3. ADOPT RESOLUTION CONSENTING TO THE INCLUSION OF PROPERTIES WITHIN THE CITY'S JURISDICTION IN THE CALIFORNIA-FIRST PROGRAM TO FINANCE RENEWABLE ENERGY SOURCES, ENERGY AND WATER EFFICIENCY IMPROVEMENTS AND ELECTRIC VEHICLE CHARGING INFRASTRUCTURE [RESOLUTION NO. 2016-0211 4. APPROVE DEMAND REGISTERS DATED MAY 27, JUNE 3 AND JUNE 10, 2016 5. APPROVE JOINT USE OF FACILITY AND SERVICES AGREEMENT WITH THE BOYS AND GIRLS CLUB OF THE COACHELLA VALLEY 6. APPROVE PLANS, SPECIFICATIONS, AND ENGINEER'S ESTIMATE AND ADVERTISE FOR BIDS, THE NORTH LA QUINTA PARKWAY TURF CONVERSION IMPROVEMENTS LOCATED AT THE NORTHWEST CORNER OF WASHINGTON STREET AND VIA SEVILLA - DEL ORO 7. ADOPT RESOLUTION TO APPROVE AMENDMENT NO. 1 TO THE MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF LA QUINTA AND LA QUINTA CITY EMPLOYEES' ASSOCIATION [RESOLUTION NO.2016-0221 CITY COUNCIL AGENDA 2 JUNE 21, 2016 PAGE 8. ADOPT RESOLUTION TO APPROVE BENEFIT ADJUSTMENTS FOR MANAGEMENT, CONTRACT EMPLOYEES, AND CONFIDENTIAL EMPLOYEES AND APPROVE CLASSIFICATION SPECIFICATION REVISIONS [RESOLUTION NO. 2016-0231 9. APPROVE BID DOCUMENTS AND ADVERTISE PLAYGROUND EQUIPMENT INSTALLATION FOR MISCELLANEOUS PARKS AMERICANS WITH DISABILITIES ACT IMPROVEMENTS PROJECT 10. ACCEPT CIVIC CENTER CAMPUS AND FIRE STATION 70 TURF CONVERSION IMPROVEMENTS 11. ACCEPT FRITZ BURNS PARK PARKWAY TURF CONVERSION IMPROVEMENTS 12. EXCUSE ABSENCES FOR PLANNING COMMISSIONERS WRIGHT AND WILKINSON FROM MAY 24 AND JUNE 14, 2016 PLANNING COMMISSION MEETINGS 13. APPROVE FIRST AMENDMENT TO THE EMPLOYMENT AGREEMENT WITH CITY MANAGER BUSINESS SESSION 1. APPOINT ONE MEMBER TO THE PLANNING COMMISSION 2. APPROVE FIRST AMENDMENT TO THE AGREEMENT BETWEEN COUNTY OF RIVERSIDE AND CITY OF LA QUINTA FOR ANIMAL SHELTER, FIELD AND LICENSING SERVICES FOR 2016/17 3. APPROVE PROFESSIONAL SERVICES AGREEMENT WITH MUNISERVICES, - LLC FOR FRANCHISE FEE COMLIANCE REVIEW 4. APPROVE MEMORANDUM OF UNDERSTANDING WITH LA QUINTA CHAMBER OF COMMERCE/GREATER COACHELLA VALLEY CHAMBER OF COMMERCE 5. APPROVE CONTRACT SERVICES AGREEMENT WITH THE LA QUINTA ARTS FOUNDATION FOR 2017 LA QUINTA ARTS FESTIVAL PROMOTIONAL SERVICES AND AUTHORIZE THE CITY MANAGER TO EXECUTE THE AGREEMENT CITY COUNCIL AGENDA 3 JUNE 21, 2016 PAGE 6. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2016/17 BUDGET AND ESTABLISH CITY'S APPROPRIATIONS LIMIT ERESOLUTION NO.2016-0241 7. AUTHORIZE MODIFICATIONS TO THE TEMPLATE FOR PROFESSIONAL SERVICES AGREEMENTS REGARDING THE DUTY TO PROTECT AND DEFEND THE CITY PROVIDED BY CONSULTANTS STUDY SESSION 1. PROPOSED USER AND REGULATORY FEES BASED ON THE 2016 COST OF SERVICES STUDY PUBLIC HEARINGS - NONE For all Public Hearings on the agenda, a completed "Request to Speak" form must be filed with the City Clerk prior to consideration of that item. A person may submit written comments to City Council before a public hearing or appear in support or opposition to the approval of a project(s). If you challenge a 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 at, or prior to the public hearing. DEPARTMENTAL REPORTS 1. CITY MANAGER - UPDATE BIGHORN SHEEP 367 2. CITY ATTORNEY 3. CITY CLERK - UPCOMING EVENTS AND CITY COUNCIL CALENDAR 369 4. COMMUNITY RESOURCES REPORT - MAY 2016 373 5. DESIGN AND DEVELOPMENT REPORT - MAY 2016 379 6. FACILITIES REPORT - MAY 2016 383 MAYOR'S AND COUNCIL MEMBER'S ITEMS REPORTS AND INFORMATIONAL ITEMS 1. CVAG COACHELLA VALLEY CONSERVATION COMMISSION (Evans) 2. CVAG ENERGY AND ENVIRONMENTAL RESOURCES COMMITTEE (Evans) 3. CVAG EXECUTIVE COMMITTEE (Evans) 4. GREATER PALM SPRINGS CONVENTION AND VISITORS BUREAU (Evans) 5. LEAGUE OF CALIFORNIA CITIES DELEGATE (Evans) 6. COACHELLA VALLEY WATER DISTRICT POLICY COMMITTEE (Evans) 7. SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS (Evans) 8. CALIFORNIA JOINT POWERS INSURANCE AUTHORITY (Franklin) 9. COACHELLA VALLEY MOUNTAINS CONSERVANCY (Franklin) CITY COUNCIL AGENDA 4 JUNE 21, 2016 10. JACQUELINE COCHRAN REGIONAL AIRPORT AUTHORITY (Franklin) 11. SUNLINE TRANSIT AGENCY (Franklin) 12. AD HOC COMMITTEE TO EVALUATE CITY CANNABIS OPTIONS (Franklin & Pena) 13. CVAG PUBLIC SAFETY COMMITTEE (Osborne) 14. DESERT SANDS SCHOOL DISTRICT COMMITTEE (Osborne and Franklin) 15. IID ENERGY CONSUMERS' ADVISORY COMMITTEE (Osborne) 16. EAST VALLEY COALITION (Osborne) 17. ANIMAL CAMPUS COMMISSION (Pena) 18. CHAMBER OF COMMERCE INFO EXCHANGE COMMITTEE (Pena) 19. CVAG VALLEY -WIDE HOMELESSNESS COMMITTEE (Pena) 20. RIVERSIDE COUNTY TRANSPORTATION COMMISSION (RCTC) (Radi) 21. CVAG TRANSPORTATION COMMITTEE (Radi) 22. COACHELLA VALLEY UNIFIED SCHOOL DISTRICT COMMITTEE (Franklin and Radi) 23. COMMUNITY SERVICES COMMISSION MINUTES DATED FEBRUARY 8, 2016 393 24. PLANNING COMMISSION MINUTES DATED MARCH 8, 22, AND APRIL 26, 2016 395 25. ARCHITECTURAL & LANDSCAPING REVIEW BOARD MINUTES DATED FEBRUARY 17 409 AND MARCH 2, 2016 26. HISTORIC PRESERVATION COMMISSION MINUTES DATED MARCH 1, 2016 413 ADJOURNMENT ********************************* The next regular meeting of the City Council will be held on July 5, 2016 commencing with closed session at 3:00 p.m. and open session at 4:00 p.m. at the City Hall Council Chambers, 78-495 Calle Tampico, La Quinta, CA 92253. DECLARATION OF POSTING I, Susan Maysels, City Clerk, of the City of La Quinta, do hereby declare that the foregoing Agenda for the La Quinta City Council meeting was posted on the City's website, near the entrance to the Council Chambers at 78-495 Calle Tampico, and the bulletin boards at the Stater Brothers Supermarket at 78-630 Highway 111, and the La Quinta Cove Post Office at 51-321 Avenida Bermudas, on June 17, 2016. DATED: June 17, 2016 SUSAN MAYSELS, City Clerk City of La Quinta, California CITY COUNCIL AGENDA 5 JUNE 21, 2016 Public Notices • The La Quinta City Council Chamber is handicapped accessible. If special equipment is needed for the hearing impaired, please call the City Clerk's office at 777-7103, twenty- four (24) hours in advance of the meeting and accommodations will be made. • If special electronic equipment is needed to make presentations to the City Council, arrangements should be made in advance by contacting the City Clerk's office at 777- 7103. A one (1) week notice is required. • If background material is to be presented to the Councilmembers during a City Council meeting, please be advised that eight (8) copies of all documents, exhibits, etc., must be supplied to the City Clerk for distribution. It is requested that this take place prior to the beginning of the meeting. • Any writings or documents provided to a majority of the City Council regarding any item(s) on this agenda will be made available for public inspection at the Community Development counter at City Hall located at 78-495 Calle Tampico, La Quinta, California, 92253, during normal business hours. CITY COUNCIL AGENDA 6 JUNE 21, 2016 CONSENT CALENDAR ITEM NO. 1 CITY COUNCIL MINUTES TUESDAY, JUNE 7, 2016 A regular meeting of the La Quinta City Council was called to order at 3:00 p.m. by Mayor Evans. PRESENT: Councilmembers Franklin, Pena, Radi, Mayor Evans ABSENT: Councilmember Osborne MOTION - A motion was made and seconded by Councilmembers Radi/Franklin to excuse Councilmember Osborne's absence. PUBLIC COMMENT ON MATTERS NOT ON AGENDA - None CONFIRMATION OF AGENDA City Manager Spevacek explained that the staff reports for Study Session Item Nos. 2 and 3 were switched in the packet and that the items will be taken up as they are listed on the agenda. CLOSED SESSION 1. LABOR NEGOTIATIONS CONFERENCE WITH LABOR NEGOTIATOR, CHRIS ESCOBEDO, REGARDING NEGOTIATIONS WITH THE LA QUINTA CITY EMPLOYEES ASSOCIATION PURSUANT TO GOVERNMENT CODE SECTION 54957.6 MEET AND CONFER PROCESS 2. PUBLIC EMPLOYEE PERFORMANCE EVALUATION, PURSUANT TO GOVERNMENT CODE SECTION 54957, COUNCIL APPOINTED POSITION - CITY ATTORNEY 3. PUBLIC EMPLOYEE PERFORMANCE EVALUATION, PURSUANT TO GOVERNMENT CODE SECTION 54957, COUNCIL APPOINTED POSITION - CITY MANAGER COUNCIL RECESSED THE OPEN SESSION PORTION OF THE MEETING AND MOVED INTO CLOSED SESSION AT 3:03 P.M. MAYOR EVANS RECONVENED THE OPEN SESSION PORTION OF THE CITY COUNCIL MEETING AT 4:01 P.M. WITH ALL MEMBERS PRESENT REPORT ON ACTIONS) TAKEN IN CLOSED SESSION: City Attorney Ihrke reported that no actions were taken in closed session regarding Item Nos. 1 and 2 that require reporting pursuant to Government Code section CITY COUNCIL MINUTES 1 JUNE 7, 2016 F 54957.1 (Brown Act). Item No. 3 will be taken up when Council returns to Closed Session at the conclusion of the open session portion of the meeting. Councilmember Radi led the audience in the pledge of allegiance. PUBLIC COMMENT ON MATTERS NOT ON AGENDA PUBLIC SPEAKER: Dan Madrigal, La Quinta - Mr. Madrigal spoke against the proposed chromium 6 treatment plant location, and requested Council's support in opening communications open with Coachella Valley Water District (CVWD). PUBLIC SPEAKER: Bill McIntyre, La Quinta - Mr. McIntyre spoke against the proposed CVWD chromium 6 treatment plant and asked Council to help residents understand why the location was chosen and the impacts on residents. PUBLIC SPEAKER: Sarah Murr, La Quinta - Ms. Murr said that PGA West residents have created a committee, which she chairs for the purpose of providing guidance and information to residents. She thanked Council for their support. PUBLIC SPEAKER: Wayne Byers, La Quinta - Mr. Byers spoke against the proposed chromium 6 plant location and thanked Council and staff for promptly addressing residents' concerns. PUBLIC SPEAKER: Jonathan Shapiro, La Quinta - Mr. Shapiro spoke against the proposed chromium 6 plant location and noted that his 2004 Tract Map gives CVWD an easement for domestic water only. ANNOUNCEMENTS, PRESENTATIONS AND WRITTEN COMMUNICATIONS 1. PRESENTATION BY COACHELLA VALLEY MOSQUITO AND VECTOR CONTROL Jeremy Wittie, General Manager presented an informative power point. 2. INTRODUCTION OF NEW POLICE CHIEF ROY GRACE Dave Walton, Assistant Police Chief introduced Chief Roy Grace, a resident of La Quinta since 1998. Chief Grace said he has 28 years with Sheriff's office and hopes to end his career in La Quinta. CONSENT CALENDAR 1. APPROVE MINUTES OF MAY 17, 2016 2. APPROVE COMMUNITY SERVICES COMMISSION WORK PLAN FOR FISCAL YEAR 2016/17 CITY COUNCIL MINUTES 2 JUNE 7, 2016 E: 3. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORTS DATED MARCH 31, 2016 AND APRIL 30, 2016 4. RECEIVE AND FILE THIRD QUARTER FISCAL YEAR 2015/16 TREASURY REPORTS FOR THE PERIOD OF JANUARY 1, 2016 THROUGH MARCH 31, 2016 5. APPROVE 2016/17 INVESTMENT ADVISORY BOARD WORK PLAN 6. ADOPT RESOLUTION FOR FISCAL YEAR 2016/17 INVESTMENT POLICY [RESOLUTION 2016-0191 7. APPROVE DEMAND REGISTER DATED MAY 13 AND 20, 2016 8. ACCEPT OFF -SITE AND ON -SITE IMPROVEMENTS ASSOCIATED WITH THE DARBY ESTATES DEVELOPMENT (TRACT MAP NO. 31087) LOCATED ON THE SOUTH SIDE OF DARBY ROAD, EAST OF PALM ROYALE DRIVE 9. ACCEPT OFF -SITE AND ON -SITE IMPROVEMENTS ASSOCIATED WITH THE LA QUINTA RETIREMENT COMMUNITY DEVELOPMENT (PARCEL MAP NO. 36405) LOCATED ON SEELEY DRIVE, EAST OF WASHINGTON STREET, SOUTH OF MILES AVENUE 10. AWARD CONTRACT TO CONSERVE LANDCARE, INC. FOR CITYWIDE LANDSCAPE MAINTENANCE SERVICES, PROJECT NO. 2015-16 11. AWARD CONTRACT TO HORIZON LIGHTING, INC. FOR CITYWIDE LIGHTING MAINTENANCE SERVICES, PROJECT NO. 2015-17 12. APPROVE CONTRACT SERVICES AGREEMENT WITH NELSON JANITORIAL SERVICE FOR 2016/17 JANITORIAL SERVICES 13. AUTHORIZE SUBMISSION OF A GRANT APPLICATION FOR CALIFORNIA DEPARTMENT OF TRANSPORTATION ACTIVE TRANSPORTATION PROGRAM FUNDING AND AUTHORIZE THE MAYOR TO SIGN A LETTER OF SUPPORT MOTION - A motion was made and seconded by Councilmembers Radi/Franklin to approve the Consent Calendar as recommended, with Item No. 6 adopting Resolution No. 2016-019. Motion passed: ayes 4, noes 0, absent 1 (Osborne). BUSINESS SESSION - None STUDY SESSION 1. FISCAL YEAR 2016/17 PROPOSED BUDGET CITY COUNCIL MINUTES 3 JUNE 7, 2016 4 Finance Director Conrad presented the staff report, which is on file in the City Clerk's Office. Councilmembers discussed one-time budget adjustments that reduce the deficit but will not be available in future years; the looming fire budget deficit, which could reach $500,000 next fiscal year and the implications of that; phasing in full cost recovery in fee amounts; preservation of high levels of service; reducing or eliminating community grants; reductions in Chamber of Commerce and La Quinta Arts Foundation contract amounts; re-examining the budget periodically to adjust as necessary; the continuing need to shrink City departments' budgets to cover the growing cost of police, which increased just under $1 million this year and can expect the same in future years; reductions in police patrol hours over time, and; considering participation in Coachella Valley Economic Partnership organization. 2. DISCUSS PARKING TIME LIMITS FOR CERTAIN PUBLIC STREETS IN THE LA QUINTA VILLAGE Design and Development Director Jonasson and Planning Manager Perez presented the staff report, which is on file in the City Clerk's Office. Councilmembers discussed the enforcement plan if parking time limits were implemented; negative results if visitors get citations; location of alternate employee parking areas; eliminating Desert Club Drive from parking limits discussion; the need for input from more businesses in that area; the danger of unintended consequences; the option of businesses rather than the City regulating where their employees park; modifying the length of time parking is permitted from three to four hours, and the time restrictions end each evening from 7:00 p.m. to 6:00 p.m.; Mayor Evans read public comments from business owners in the area, Iyad Khoury and Cory Kelly, who both oppose parking time limits. PUBLIC SPEAKER: Les Ryan, Windermere Desert Living Real Estate - Mr. Ryan spoke in opposition to any parking restriction on Desert Club Drive. PUBLIC SPEAKER: Jonna Bodge, owner, Casita Studios - Ms. Bodge spoke in opposition to parking time limits on Desert Club Drive. PUBLIC SPEAKER: Wells Marvin, owner, Old Town and property on Calle Estado - Mr. Marvin spoke in favor of limiting parking on Calle Estado and Avenida La Fonda to three hours and suggested the City install "public parking" signs at its lots. The consensus of Council was to (a) eliminate Desert Club Drive from consideration for parking restrictions and (b) due to limited and mixed feedback, reach out to all businesses on both blocks. CITY COUNCIL MINUTES 4 JUNE 7, 2016 10 City Manager Spevacek said that staff will schedule another study session on this subject in the Fall and present various options after the Village Environmental Impact Report is completed. 9��13 -1901*0111t.1a,_\T/:Iul4 zINzT_1ZT_[Cl:1ulQ1i»_1z&W17_110 Design and Development Director Jonasson and Principal Engineer Wimmer presented the staff report, which is on file in the City Clerk's Office. Councilmembers discussed narrowing the drive lanes on Avenida Bermudas to slow traffic and installing bike lanes on both sides; the need to retain homeowners' parking on the west side in front of homes; timing pavement maintenance on streets serving SilverRock around hotel opening dates, and; clear signage when merging street with two bike lanes into streets with one bike lane. PUBLIC SPEAKER: Stephanie Stinson, La Quinta - Ms. Stinson spoke in favor of narrowing traffic lanes and adding bike lanes on Avenida Bermudas and stated that she and her neighbors believe the design is better and safer than installing STOP signs as they initially requested. The consensus of Council was to support staffs recommendations with special consideration to be given to the timing of work on the streets feeding SilverRock so as not to interfere with hotel openings. PUBLIC HEARINGS 1. ADOPT RESOLUTION CONFIRMING DIAGRAM AND ASSESSMENT FOR 2016/17 LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 89-1 [RESOLUTION 2016-0201 Facilities Director Steve Howlett presented the staff report, which is on file in the City Clerk's Office. Councilmembers discussed the District's deficit; the last adjustment in 1997; the only means to increase the assessment via a ballot vote, and; the consequences of such a vote failing. Mayor Evans declared the PUBLIC HEARING OPEN at 6:30 p.m. PUBLIC SPEAKER: None Mayor Evans declared the PUBLIC HEARING CLOSED at 6:30 p.m. MOTION - A motion was made and seconded by Councilmembers Radi/Franklin to adopt Resolution 2016-020 entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, CONFIRMING THE DIAGRAM AND ASSESSMENTS FOR FISCAL CITY COUNCIL MINUTES 5 JUNE 7, 2016 11 YEAR 2016/17 LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 89-1 (PURSUANT TO THE LANDSCAPE AND LIGHTING ACT OF 1972) Motion passed: ayes 4, noes 0, absent 1 (Osborne) DEPARTMENT REPORTS All reports are on file in the City Clerk's Office. MAYOR'S AND COUNCIL MEMBER'S ITEMS Mayor Evans commented on the successful Pillars of the Community ceremony and Block Party events; the High School graduation ceremony; the 8t" grade promotion ceremony, and; upcoming Board and Commission interviews and appointments. MAYOR EVANS CALLED FOR A SHORT RECESS. MAYOR EVANS RECONVENED THE CITY COUNCIL MEETING AT 6:55 P.M. WITH ALL MEMBERS PRESENT. REPORTS AND INFORMATIONAL La Quinta's representative for 2016, Mayor Evans reported on her participation in the following organization's meeting: • CVAG EXECUTIVE COMMITTEE La Quinta's representative for 2016, Councilmember Radi reported on his participation in the following organization's meeting: • CVAG TRANSPORTATION COMMITTEE COUNCIL ADJOURNED TO CLOSED SESSION AT 7:06 P.M. COUNCIL RECONVENED THE OPEN SESSION OF THE MEETING AT 8:10 P.M. WITH ALL MEMBERS PRESENT. REPORT ON ACTIONS) TAKEN IN CLOSED SESSION: Mayor Evans reported that no actions were taken in closed session regarding Item Nos. 3 that require reporting pursuant to Government Code section 54957.1 ADJOURNMENT There being no further business, a motion was made and seconded by Councilmembers Franklin/Radi to adjourn at 8:11 p.m. Motion passed: ayes 4, noes 0, absent 1 (Osborne). Respectfully submitted, SUSAN MAYSELS, City Clerk City of La Quinta, California CITY COUNCIL MINUTES 6 JUNE 7, 2016 12 CONSENT CALENDAR ITEM NO. 2 SPECIAL CITY COUNCIL MINUTES WEDNESDAY JUNE 8, 2016 A special meeting of the La Quinta City Council was called to order at 6:00 p.m. by Mayor Evans. PRESENT: Councilmembers Franklin, Pena, Radi, Mayor Evans ABSENT: Councilmember Osborne MOTION - A motion was made and seconded by Councilmembers Radi/Franklin to excuse Councilmember Osborne's absence. Motion passed: ayes 4, noes 0, absent 1 CLOSED SESSION - None CONFIRMATION OF AGENDA - Confirmed Mayor Evans led the audience in the pledge of allegiance. PUBLIC COMMENT ON MATTERS NOT ON AGENDA - None CONSENT CALENDAR - None BUSINESS SESSION: 1. INTERVIEWS AND APPOINTMENTS TO BOARDS, COMMISSIONS AND COMMITTEES Mayor Evans thanked all applicants for their willingness to serve their City, and explained the process Council would follow for interviews and appointments. City Clerk Maysels conducted the random drawing for interview order with the following results: 1. Planning Commission 2. Community Services Commission 3. Architectural and Landscaping Review Board 4. Investment Advisory Board CITY COUNCIL MINUTES 10 JUNE 8, 2016 SPECIAL MEETING 13 PLANNING COMMISSION (open: 2 full term seats and 1 alternate) The following applicants gave a brief presentation on their qualifications: Mary Caldwell Donald Florence Jane Johnson Paul Quill Andrea Spirtos Robert Wright Charles Yazel Mike Etheridge not present ayier I nneZ not present I eiln NIAMyrrr not present Steven Parke v not present MOTION - A motion was made and seconded by Councilmembers Radi/Franklin to appoint Paul Quill to the Planning Commission to fill a full term seat and Andrea Spirtos to fill the Alternate seat. Motion passed: ayes 4, noes 0, absent 1 (Osborne). MOTION - After four tie votes, a motion was made and seconded by Councilmembers Pena/Franklin to continue the appointment of one full term seat to the next Council meeting. Motion passed: ayes 4, noes 0, absent 1 (Osborne). MAYOR EVANS CALLED FOR A SHORT RECESS. MAYOR EVANS RECONVENED THE SPECIAL CITY COUNCIL MEETING AT 7:56 P.M. WITH ALL MEMBERS PRESENT. COMMUNITY SERVICES COMMISSION (open: 2 full term, 1 mid-term vacancy and 1 alternate) The following applicants gave a brief presentation on their qualifications: Felice Chiapperini Kathryn Lambert Dori Quill Doriel Wyler DGROld-KagGR not present MOTION - A motion was made and seconded by Councilmembers Pena/Franklin to appoint to the Community Services Commission, Felice Chiapperini and Dori Quill to fill the two full -term seats with terms ending June 30, 2019; Kathryn Lambert to fill the one mid-term vacancy with term ending June 30, 2017, and; Doriel Wyler to fill the Alternate position. Motion passed: ayes 4, noes 0, absent 1 (Osborne). CITY COUNCIL MINUTES 2 JUNE 8, 2016 SPECIAL MEETING 14 ARCHITECTURAL AND LANDSCAPING REVIEW BOARD (ALRB) (open: 2 full term and 1 alternate) The following applicant gave a brief presentation on his qualifications: John Hansen MOTION - A motion was made and seconded by Councilmembers Pena/Radi to appoint John Hansen to fill a full term seat on the ALRB with a term ending June 30, 2019. Motion passed: ayes 4, noes 0, absent 1 (Osborne). INVESTMENT ADVISORY BOARD (open: 3 full term, 1 mid-term vacancy and 1 alternate) The following applicants gave a brief presentation on their qualifications: Jane Johnson Sherwyn Turbow not present MOTION - A motion was made and seconded by Councilmembers Pena/Radi to appoint Jane Johnson and Sherwyn Turbow to the Investment Advisory Board to fill two full -term seats for terms ending June 30, 2019. Motion passed: ayes 4, noes 0, absent 1 (Osborne). STUDY SESSION - None MAYOR'S AND COUNCIL MEMBER'S ITEMS - None PUBLIC HEARINGS - None ADJOURNMENT There being no further business, a motion was made and seconded by Councilmembers Franklin/Radi to adjourn at 8:56 p.m. Motion passed: ayes 4, noes 0, absent 1 (Osborne). Respectfully submitted, SUSAN MAYSELS, City Clerk City of La Quinta, California CITY COUNCIL MINUTES 3 JUNE 8, 2016 SPECIAL MEETING 15 16 CONSENT CALENDAR ITEM NO. 3 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: ADOPT RESOLUTION CONSENTING TO THE INCLUSION OF PROPERTIES WITHIN THE CITY'S JURISDICTION IN THE CALIFORNIAFIRST PROGRAM TO FINANCE RENEWABLE ENERGY SOURCES, ENERGY AND WATER EFFICIENCY IMPROVEMENTS AND ELECTRIC VEHICLE CHARGING INFRASTRUCTURE RECOMMENDATION Adopt a Resolution consenting to include properties within the City's jurisdiction in the CaliforniaFIRST Program to finance renewable energy sources, energy and water efficiency improvements, and electric vehicle charging infrastructure. EXECUTIVE SUMMARY • On December 1, 2008 the State established the Property Assessed Clean Energy program (PACE). • On January 25, 2016, Coachella Valley Association of Governments (CVAG) approved implementation of PACE programs and encouraged Coachella Valley cities to participate. • Currently, Ygrene and HERO provide PACE program financing in the City of La Quinta. • CaliforniaFIRST is another PACE provider and in order to operate in the City the Council must approve an "opt -in" resolution. FISCAL IMPACT None. Private financing will be provided to participating property owners through Renew Financial (approved by CVAG to administer and finance California FIRST). BACKGROUND/ANALYSIS Assembly Bills 811 and 474, enacted in 2008, authorize legislative bodies to establish programs wherein property owners may voluntary enter into contractual assessments to finance and install renewable energy sources, energy efficiency and/or water conservation improvements that are permanently fixed to real property. This financing is known as the PACE program. These cost of these improvements are then repaid through property tax assessments. 17 On January 25, 2016, CVAG Executive Committee adopted regional PACE programs; CVAG and subsequently the City approved the Ygrene and the Home Energy and Renovation Opportunity (HERO) programs. Since then, CVAG has been vetting additional PACE program providers and is encouraging Coachella Valley cities to participate in additional PACE programs. CaliforniaFIRST is a public/private financed PACE program administered by Renew Financial. The California Statewide Communities Development Authority (CSCDA) provides financial review of the CaliforniaFIRST program, including underwriting for each applicant. Whereas, CVAG provides program and consumer protection review of California FIRST, in the same manner as it does of for the Ygrene and HERO programs. In order to offer CaliforniaFIRST to La Quinta property owners, the City must adopt a resolution and join the CSCDA. The agreement with Renew Financial to be a residential PACE provider in the Coachella Valley provides for CVAG oversight of California FIRST. Under this agreement: 1. Renew Financial will provide all program administration and financing at no cost to member agencies. 2. CVAG will provide program oversight including: a. Review and approve residential projects; b. Assist member agencies with the process of adoption of resolutions and/or other actions necessary to participate in the CaliforniaFIRST program: C. Coordinate with Renew Financial on program marketing and outreach, ensuring consistency with the existing Ygrene and HERO programs; d. Provide Renew Financial with a "local presence" at CVAG offices. 3. Renew Financial will act as the program administrator and conduit issuer of bonds for the CaliforniaFIRST program. Similar to other PACE programs, the CaliforniaFIRST program affords property owners an opportunity to finance energy efficiency and water conservation improvements, paid by property tax assessments on the participants' property. ALTERNATIVES As the CaliforniaFIRST program would benefit City residents by enhancing market competition at no cost to the City, staff does not recommend an alternative. Prepared by: Ted Shove, Business Analyst Approved by: Frank J. Spevacek, City Manager Attachments: 1. CVAG Adopted PACE Consumer Protection Policies 2. CaliforniaFIRST Rate Sheet 18 RESOLUTION NO. 2016 - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, CONSENTING TO THE INCLUSION OF PROPERTIES WITHIN THE TERRITORY OF THE CITY IN THE CSCDA OPEN PACE PROGRAMS; AUTHORIZING THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY TO ACCEPT APPLICATIONS FROM PROPERTY OWNERS, CONDUCT CONTRACTUAL ASSESSMENT PROCEEDINGS AND LEVY CONTRACTUAL ASSESSMENTS WITHIN THE TERRITORY OF THE CITY; AND AUTHORIZING RELATED ACTIONS WHEREAS, the California Statewide Communities Development Authority (the "Authority") is a joint exercise of powers authority, the members of which include numerous cities and counties in the State of California, including the City of La Quinta; and WHEREAS, the Authority is implementing Property Assessed Clean Energy (PACE) programs, which it has designated CSCDA Open PACE, consisting of CSCDA Open PACE programs each administered by a separate program administrator (collectively with any successors, assigns, replacements or additions, the "Programs"), to allow the financing or refinancing of renewable energy, energy efficiency, water efficiency and seismic strengthening improvements, electric vehicle charging infrastructure and such other improvements, infrastructure or other work as may be authorized by law from time to time (collectively, the "Improvements") through the levy of contractual assessments pursuant to Chapter 29 of Division 7 of the Streets & Highways Code ("Chapter 29") within counties and cities throughout the State of California that consent to the inclusion of properties within their respective territories in the Programs and the issuance of bonds from time to time; and WHEREAS, the program administrators currently active in administering Programs are the AllianceNRG Program (presently consisting of Deutsche Bank Securities Inc., CounterPointe Energy Solutions LLC and Leidos Engineering, LLC), PACE Funding LLC and Renewable Funding LLC, and the Authority will notify the City in advance of any additions or changes; and WHEREAS, Chapter 29 provides that assessments may be levied under its provisions only with the voluntary consent of the owner(s) of each lot or parcel on which an assessment is levied at the time the assessment is levied; and WHEREAS, the City desires to allow the owners of property ("Participating Property Owners") within its territory to participate in the Programs and to allow the 19 Resolution No. 2016- Consenting to Inclusion of Properties for CaliforniaFIRST PACE Program Adopted: June 21, 2016 Page 2 of 3 Authority to conduct assessment proceedings under Chapter 29 within its territory and to issue bonds to finance or refinance Improvements; and WHEREAS, the territory within which assessments may be levied for the Programs shall include all of the territory within the City's official boundaries; and WHEREAS, the Authority will conduct all assessment proceedings under Chapter 29 for the Programs and issue any bonds issued in connection with the Programs; and WHEREAS, the City will not be responsible for the conduct of any assessment proceedings; the levy of assessments; any required remedial action in the case of delinquencies in such assessment payments; or the issuance, sale or administration of any bonds issued in connection with the Programs; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of La Quinta, California, as follows: Section 1. This City Council hereby finds and declares that properties in the territory of the City will benefit from the availability of the Programs within the territory of the City and, pursuant thereto, the conduct of special assessment proceedings by the Authority pursuant to Chapter 29 and the issuance of bonds to finance or refinance Improvements. Section 2. In connection with the Programs, the City hereby consents to the conduct of special assessment proceedings by the Authority pursuant to Chapter 29 on any property within the territory of the City and the issuance of bonds to finance or refinance Improvements; provided, that (1) The Participating Property Owners, who shall be the legal owners of such property, execute a contract pursuant to Chapter 29 and comply with other applicable provisions of California law in order to accomplish the valid levy of assessments; and (2) The City will not be responsible for the conduct of any assessment proceedings; the levy of assessments; any required remedial action in the case of delinquencies in such assessment payments; or the issuance, sale or administration of any bonds issued in connection with the Programs. Section 3. The appropriate officials and staff of the City are hereby authorized and directed to execute and deliver such certificates, requisitions, agreements and related documents as are reasonably required by the Authority to implement the Programs. 20 Resolution No. 2016- Consenting to Inclusion of Properties for CaliforniaFIRST PACE Program Adopted: June 21, 2016 Page 3 of 3 Section 4. The City Council hereby finds that adoption of this Resolution is not a "project" under the California Environmental Quality Act, because the Resolution does not involve any commitment to a specific project which may result in a potentially significant physical impact on the environment, as contemplated by Title 14, California Code of Regulations, Section 15378(b)(4). Section 5. This Resolution shall take effect immediately upon its adoption. PASSED, APPROVED, and ADOPTED at a regular meeting of the La Quinta City Council held on this 215t day of June, 2016, by the following vote: AYES: NOES: ABSENT: ABSTAIN: LINDA EVANS, Mayor City of La Quinta, California ATTEST: SUSAN MAYSELS, City Clerk City of La Quinta, California (CITY SEAL) APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California 21 22 PACE Consumer Protection Policies Version 1.0 (Residential PACE Program) Page I of 22 23 OVERVIEW Property assessed clean energy ("PACE ) programs enable an unprecedented range of homeowners to access energy efficiency, renewable energy, and water efficiency measures that improve the financial, functional and environmental aspects of home ownership. Improvements such as these make homes less costly to operate and more comfortable to live in, while simultaneously reducing energy and water consumption. Without PACE Programs many homeowners would have no, or costly, access to such benefits. PACE Programs ("PACE Programs " or the "Program'), including the government authority sponsoring and administering them ("Authority", Program Administrator" or `Administrator') and, where applicable, the entity or entities who help implement them ("Partner'), deliver tools and resources that enable homeowners to make smart, informed and responsible choices regarding such measures ("Measures'). Appropriate use of such tools is the responsibility of all Programs, which means that care needs to be taken with homeowners before, during and after origination of Program financing. In other words, consumer protections that serve homeowners must be a core value of the Program, the Authority and the Partner. In this document, "Partner" refers to the government authority in all cases where the Program does not include a third party non -government partner. The baseline consumer protection policies of the Program cover the following areas: (i) Risk, (ii) Disclosures and Documentation, (iii) Financing Terms, (iv) Operations, (v) Post -Funding Support, (vi) Data Security, (vii) Privacy, (viii) Marketing and Communications, (ix) Protected Classes, (x) Contractors, (xi) Eligible Products, (xii) Pricing, (xiii) Reporting, (xiv) Closing & Funding and (xv) Examination. These Policies provide homeowners with a greater level of consumer protection than any other form of financing. They also guide the Program 's implementation, enabling the transformation of its potential into tangible benefits for homeowners. Page 2 of 22 24 1. RISK Policy Summary: The Program blends traditional credit risk considerations together with statutory requirements and legislative policy to develop risk criteria that are fitted to the Program. These criteria take into account the unique risk profile that this form offinancing presents to enable qualifying homeowners to access it. While this process will exclude unqualified homeowners and properties, special consideration has been given to developing inclusive standards. These criteria examine four key attributes of every financed project: (i) the real property on which the improvements will be installed (`Property" or `Properties'), (ii) the encumbrances presently recorded against the Property, (iii) the nature of the improvements to be installed; and (iv) the homeowner's mortgage and property tax payment history. 1.1. Properties. Consistent with foundational considerations, it is the policy of the Program to make the Program available to the entirety of the existing residential housing stock in political boundaries of the Program. Properties for which this form of financing is not available include: (i) commercial properties (including residential properties comprising four (4) or more units), (ii) new properties under construction and (iii) tax exempt properties (properties not subject to levy), such as tribal, non-profit or state-owned residential properties. If requested in good faith by the homeowner applying for the Program, the Partner is responsible for completing a "second look" eligibility review of all applications related to properties initially determined to be excluded, re-examining the specific attributes of the Property in question and confirming or modifying the original determination. 1.2. Encumbrances. The encumbrance profile of Properties is an important element of the decisioning process for Program participation. The Program is designed to harness unused financing capacity of homes in which eligible improvements are installed. Such financing is inappropriate if it burdens Properties and their owners too greatly. Accordingly, Properties eligible for Program financing will have the following attributes: 1.2.1. All mortgage -related debt on the Property may not exceed 90% of the Property's fair market value ("FMV"), or assessed value if market value data is unavailable or unreliable, at the time of initial approval; 1.2.2. Reliability of the Program FMV model should be verified through an accepted and regular audit process, sampling appraisal data as a means of measurement and verification; 1.2.3. The financing may not exceed (i) fifteen percent (15%) of the FMV of the Property, up to the first seven hundred thousand dollars ($700,000) of the Property's FMV, and (ii) ten percent (10%) of the remaining value of the Property above seven hundred thousand dollars ($700,000); 1.2.4. The total mortgage -related debt on the underlying Property plus Program financing Page 3 of 22 25 may not exceed the FMV of the Property; and 1.2.5. The total amount of any annual property taxes and assessments shall not exceed five percent (5%) of the Property's FMV, determined at the time Program financing is approved. 1.3. Eligible Improvements. The Program provides financing for a broad range of eligible products and projects permanently -affixed to the Property, the details of which are set forth in Section 11 below. The Program is not available to finance ineligible products and projects, which comprise everything not specified in Section 11. While the Program is responsible for confirming compliance with the Section 11 requirements, it is not responsible for determining post -installation energy performance, savings or efficacy of such products or projects. The Program relies on U.S. Department of Energy, the Environmental Protection Agency and other government agencies in determining what constitutes an Eligible Improvement. 1.4. Homeowners. PACE Program assessments appear as line items on property tax bills and homeowners repay their financing when they pay their property tax bills. The mortgage and property tax payment history of homeowners of record thus is an important decisioning element of Program eligibility criteria. Accordingly, at the time of application, homeowners eligible for Program financing will have status and payment histories that are consistent with the following: 1.4.1. The Applicants are the owners of record; 1.4.2. Property tax payments for the assessed Property are current. Additionally, the homeowner must certify that there is no more than one late payment for the shorter of (i) the previous three years, or (ii) since the present homeowner acquired the Property; 1.4.3. Homeowner(s) are current on all mortgage debt, and have been late on such payments no more than once (30 days maximum) during the 12-month period preceding funding; 1.4.4. No homeowner applicant has had any active bankruptcies within the last 7 years; provided, however, that this criterion can be met if a homeowner's bankruptcy was discharged between two and seven years before the application date, and the homeowner(s) have had no payments (mortgage and non -mortgage) past due for more than 60 days in the most recent 24 months; and 1.4.5. Homeowner(s) have no involuntary lien(s) recorded against the Property in excess of $1,000. Page 4 of 22 26 2. DISCLOSURES & DOCUMENTATION Policy Summary: The documentation of the Program gives it shape, integrity and enforceability. Program participation documentation embodies principles key to the Program such as clarity, fairness, compliance, disclosure, knowledge and completeness. A reader who has spent time with the documentation should develop an unambiguous understanding of each and every right, risk and obligation associated with the Program 's financing product. PACE is a new form of financing that, while sharing some features of traditional financing, presents new considerations for homeowners. Disclosures covering Program financings unique repayment cycle (annual or semiannual) and the Federal Housing Finance Authority announcement regarding payoff of Program financing at the time of sale or refinance are among the new considerations. Best practices counsel the Program to disclose traditional financing terms (e.g., interest rates, financing term, payment amounts) as well. In the end, a homeowner who understands the Program's disclosures will be informed and have a clear understanding of the Programs traditional and non-traditional features. 2.1. Document timing. Before commencement of any Program -financed project, a homeowner needs to: (i) submit an application; (ii) receive approval of the Measures from the Partner; and (iii) execute documentation covering the terms described in this Section and in the Disclosures summarized in this Section. Following construction of the Measures, a homeowner needs to: (i) execute an acknowledgement that the installation of the Measures has been completed satisfactorily; and (ii) receive a final summary of costs and payments. Delivery to, and execution of all such documentation by, the homeowner is the responsibility of the Partner. 2.2. Terms. Terms that are fundamental to the Program and that need to be reflected in its documents comprise: (i) the amount financed, fees and capitalized interest included, (ii) the repayment process and schedule, (iii) the payment amounts, (iv) a term that does not exceed the useful life of the improvements, (v) the rate of interest charged, (vi) a rate of interest that is fixed (not variable), (vii) a payment schedule that fully amortizes the amount financed, (viii) the nature of the lien created upon recordation, (ix) the specific improvements to be installed, (x) the 3-day right to cancel the financing, (xi) the right to withhold approval of payment until the project is complete, and (xii) Section 5899.2 rights for solar lease improvements. It is the responsibility of the Partner to prepare, deliver and arrange for execution of documents reflecting such terms. 2.3. Disclosures Policies. Disclosures heighten homeowner's awareness of key program financing terms and risks that appear in the Program terms and documentation. It is the policy of the Program that Partners confirm delivery to, and receipt by, homeowners of Page 5 of 22 27 these disclosures, and obtain written acknowledgement that homeowners have read and understand them. The following comprise the key disclosures of the Program provided by Partners in a financing summary in the form attached hereto as Attachment A. Disclosures Description Term of financing The maximum time period of the financing Amount financed The total amount financed, including fees and capitalized interest Annual payment amount The amount due each year, even if paid in semi-annual installments or through impound payments Annual interest rate/APR The effective interest rate after taking into account all fees and capitalized interest Improvements financed The Measures installed FHFA risks The risk that the homeowner may need to pay off the PACE assessment at the time of sale or refinance Right to cancel The 3-day right to rescind the financing Prepayment The right to prepay the Program financing without penalty The following comprise additional key disclosures of the Program provided by Partners. Disclosures Description Program overview A document or section of a document that provides a comprehensive summary of the Program, including a summary of a homeowner's rights and obligations Property tax repayment process Payment of a homeowner's property tax bill that will include a line item related to the installed Measures Tax benefits Benefits associated with the purchase of certain Measures and the annual payments related to them. Privacy A notice describing the privacy policies of the Program Federal disclosures Those appearing in the Program application Foreclosure The foreclosure process in the event of a homeowner default Page 6 of 22 28 2.4 Confirmation of Terms. For all Program financing applications associated with contractors that are either new to the Program or are on a Partner's "watch list" (i.e. those contractors that are not "Top Rated Contractors" defined below), it is the policy of the Program that such Partner confirm live by telephone with the homeowner applicant each Program financing term listed in (b)-(g) of this Section 2.4 below. These confirmation requirements do not apply to contractors who have reached the Partner's top rating category (the "Top Rated Contractors"). For Top Rated Contractors, it is the policy of the Program that the Partner conduct randomized calls to homeowners to confirm financing terms. Notwithstanding the above, irrespective of the contractor with whom the Program financing is associated, it is the policy of the Program that the Partners confirm live by telephone for each applicant who is over 64 years old the Program financing terms listed in (a)-(g) of this Section 2.4 below, and any other special categories of homeowners as designated by the Program. For avoidance of doubt, for homeowners over 64 years old, a voicemail message does not satisfy the requirement of Program financing term confirmation under this Section 2.4. When confirming terms of a Program financing with a homeowner, the Partners will request the homeowner to describe generally the improvement(s) being financed using the Program financing, and will ascertain that the homeowner understands: (a) The reason for the specific improvement(s) being obtained by such homeowner. (b) His or her total estimated annual payment. (c) The date his or her first tax payment will be due. (d) The term of the Program financing. (e) Any additional fees (including recording fees) that will be charged to him or her. (f) That payments for the Program financing will be added to his or her property tax bill and will cause the property tax bill to increase. (g) That he or she may make payments on the Program financing either directly to the county assessor's office or through his or her mortgage impound account. Page 7 of 22 29 3. FUNDING Policy Summary: PACE is a new form of financing that, while sharing some features of traditional financing, presents new considerations for financing capital sources and structures. Best practices counsel the Program to proactively solicit feedback from Program stakeholders and homeowners and incorporate learnings into policy improvements which benefit homeowners. Interest Rates. It is the policy of the Program that the Partner offers fixed simple interest rates, and payments that fully amortize the obligation. Variable interest rates or negative amortization financing terms are not permitted. Sustainable funding source. It is the policy of the Program that Partners establish a sustainable source of capital for funding PACE financed projects separate from the Authority's general fund or budget and have access to capital markets to ensure funding of qualified projects is available on a consistent basis. A Partner must demonstrate the capacity to fund assessments that the Administrator anticipates originating through such Partner over the six (6) month period immediately following the Administrator's review of such Partners' financial statements. Subordination. The Program is not required but may offer the capability to accommodate homebuyers and homeowners by offering subordination of certain rights of its PACE assessment lien to the lien of a mortgage or deed of trust. The subordination may provide the lien under a mortgage or deed of trust with senior rights such that the lender will be induced to make a loan on a PACE -assessed property. The subordination option may be made available to homebuyers and homeowners in accordance with policy agreed upon by the Authority and the Partner. Contractor fees. It is the policy of the Program that Partners can only charge fees to contractors offering Program financing as long as Partners (i) clearly and conspicuously disclose such fees to homeowners and (ii) require that contractors absorb such obligations and not pass such fees on to homeowners. Page 8 of 22 30 4. OPERATIONS Policy Summary: Operations delivers the Program to homeowners. Operations commercializes, productizes and draws on the work completed in a broad range of disciplines by the Partner or its Partner, such as sales, training, risk, contractor engagement, municipal engagement, accounting, finance, legal, capital markets, compliance, business development, marketing, government affairs and corporate development. While each operating unit incorporates thoughtful and highly effective consumer protections in the work it produces, Operations is the gatekeeper responsible for assuring that the Program has the people, processes, tools and technology necessary to deliver to homeowners the Program financing product, as well as the consumer protections described in these Policies. Operational consumer protection policies. It is the policy of the Program that the Administrator and its Partner develop and provide people, processes, tools and technology necessary to support the consumer protection measures described in detail elsewhere in this policy, including: (i) risk and underwriting processes; (ii) terms and documentation delivery systems; (iii) documentation, maintenance and retrieval processes; (iv) disclosure development, delivery and acknowledgment receipt; (v) post -funding support for homeowners and other stakeholders such as real estate professionals; (vi) data security measures; (vii) privacy policy development and protections; (viii) marketing and communication oversight; (ix) protected class data and communication processes; (x) contractor management and engagement; (xi) eligible product database and/or list development and maintenance; (xii) implementation of the maximum financing amounts; (xiii) key metrics reporting; (xiv) closing and funding processes (including the ability to fulfill financing obligations); (xv) examination data production; and (xvi) implementation of procedures to identify and prohibit conflicts of interest within and associated with the Program. Page 9 of 22 31 5. POST -FUNDING HOMEOWNER SUPPORT Policy Summary: A public/private partnership is at the core of the Program. This partnership carries with it elevated consumer protection responsibilities that apply to the Program with as much significance during the post funding period as they do during the time of application and origination. Establishing and operating an executive office responsible for customer care that responds to inquiries, complaints, contractor and workmanship concerns, product performance questions and related matters for the lifecycle of the improvements financed is fundamental to the consumer protections that the Program provides. 5.1. Proactive Engagement. It is the policy of the Program that the Partner and its Partner proactively to monitor and test the consumer protections delivered to homeowners, and to request feedback from homeowners and contractors to identify areas in need of improvement. 5.2. Onboarding. It is the policy of the Program that Partners develop and implement a post - installation onboarding procedure to reinforce key characteristics of the Program, such as those highlighted in the Program disclosures. 5.3. Payments. It is the policy of the Program that the Partner have disclosures and resources in place to resolve homeowner questions regarding matters such as impound account catch up payments, payment timing inquires and payment amount reconciliation. It is also the policy of the Program that the Partner implement procedures for responding to requests for partial or full prepayment of their PACE property tax assessment in a timely and complete manner. 5.4. Inquiries and complaints. It is the policy of the Program that the Partner receive, manage, track, timely resolve, and report on all inquiries and complaints from homeowners. This policy contemplates development of a team with the skills necessary to perform inspections, meet with homeowners and contractors, investigate matters, and mediate resolutions with homeowners and contractors. The Partner must proactively work to resolve inquiries and complaints in a reasonable and timely manner and in accordance with the Program guidelines and must make communication for homeowners available during regular business hours by phone, email and facsimile communication. 5.5. Real estate transactions. It is the policy of the Program that the Partner develop capabilities to assist homeowners who are refinancing or selling their Properties. The Partner must support real estate professionals providing services to refinance and sales transactions for properties with PACE assessments. Page 10 of 22 32 6. DATA SECURITY Policy Summary: Trust is fundamental to any financing relationship, and Program financing is no exception. The public/private partnership at the center of the Program, as well as the confidential relationship homeowners have with the Program Partner mandate that any market - ready Program be in robust compliance with sturdy cyber-security standards, and in particular develop secure and tested processes that protect homeowner personal identifiable information at points of potential vulnerability, especially during the application process. 6.1. Information systems. It is the policy of the Program that the Partner develop and comply with secure and tested processes to protect the personal identifiable information of the homeowner described in Section 7 below. Such secure and tested processes should, at a minimum, include: 6.1.1. A cyber-security policy and protocol that, at a minimum, requires data encryption "during transmission" and "at rest," and compliance with sturdy cyber-security standards. 6.1.2. The Partner is responsible for controlling access to information, based upon, job function and need -to -know criteria. 6.1.3. The Partner is responsible for taking security measures that protect the security and confidentiality of consumer records and information in proportion to the sensitivity of the information, including, without limitation, requiring all computers and other devices containing any confidential consumer information to have all drives encrypted with industry standard encryption software. 6.1.4. The Partner is responsible for monitoring and logging all remote access to its systems, whether through VPN or other means. 6.1.5. Data security policies are subject to auditing and penetration testing conducted by an independent auditor hired by the Authority at least annually and any time a change is made that may have any potential impact on the servers, security policies or user rights. 6.1.6 The Partner is responsible for ensuring minimum viable configurations are in place on all servers. All firewalls should have continuous logging enabled. In addition, access control lists and audited server configurations should be used to ensure that data security is maintained. 6.2. Personnel. 6.2.1. The Partner is responsible for informing and enforcing the compliance with the Program's data privacy and security policies on the part of every employee, contractor, vendor, agent, service provider, representative, and associate who is exposed to personal identifiable information of homeowners. Page 11 of 22 33 6.2.2. The Partner is responsible for implementing protections and controls to prevent unauthorized copying, disclosure, or other misuse of sensitive consumer information. Page 12 of 22 34 7. PRIVACY Policy Summary: The trusting and confidential relationship that exists between homeowners and Program extends to the Partners use of homeowner data. Compliance with the Gramm- Leach - Bliley Act as well as the establishment of clear opt -in and opt -out protocols for information sharing are the pillars of the Programs privacy policy. More broadly, Program must protect and manage sensitive consumer information, must respect the privacy of all homeowners, and must implement robust controls to prevent unauthorized collection, use and disclosure of such information. The following summarizes the Program's privacy policy: 7.1. Privacy policy The Program obtains sensitive consumer information from homeowners as part of the application process for Program participation or through other homeowner touch points with the Program. It is the policy of the Program that the Partner develops and delivers to homeowners who apply for the Program or who otherwise provide personal identifiable information (e.g., full name, home address, social security numbers, date of birth,) a privacy policy that complies with state and federal law (e.g., the Gramm -Leach -Bliley Act) and, in particular, prohibits sharing with third parties personal identifying information of homeowners without the homeowners' express authorization except where expressly permitted by state and federal law. Such privacy policy will cover (i) the sources from which sensitive consumer information is obtained, (ii) the Partner's use of sensitive consumer information, and (iii) a mechanism by which a consumer may opt -out of sharing information. The Partner will deliver to homeowners any updates to such privacy policies. 7.2. Application process. It is the policy of the Program that all personal identifying information provided by a homeowner to the Partner during the application process is provided directly by the homeowner to the Partner. The Partners will establish processes and controls to ensure that personal identifiable information of a homeowner is obtained directly from such homeowner (or his verifiable legal representative or attorney in fact) and not from a contractor or other third party. Page 13 of 22 35 8. MARKETING & COMMUNICATIONS Policy Summary: Clear, informative, truthful, balanced, transparent and complete communications are essential for the Program. The stakeholders of any Program include (without limitation) homeowners, contractors, the Authority, government officials and staff, investors, finance partners, real estate professionals and lenders. Communications, acts and practices that mislead stakeholders add ineligible expense to PACE financing or to the Program, abuse stakeholders, and otherwise fail to meet the core communication standards of appropriateness for the Program and are not acceptable. 8.1. Prohibited practices. It is the policy of the Program to prohibit practices that are or could appear to be unfair, deceptive, abusive, and/or misleading, that violate laws or regulations, that provide tax advice, that are inappropriate, incomplete or are inconsistent with the Program's purpose (e.g., use of check facsimiles to dramatize the amount of PACE Program financing available or presented as if a negotiable instrument). Marketing practices that are likely to add unnecessary expense to a homeowner (e.g., paying consumers for applications), that unlawfully use sensitive consumer data or that violate any other law or regulation (including, for example, practices related to telemarketing) are prohibited. 8.2. Permitted practices. It is the policy of the Program to adhere to all legal and regulatory requirements (e.g., telemarketing) pertaining to its advertising and marketing efforts. On the basis of providing clear and concise communication to consumers, any practice that promotes informed decisioning on the part of homeowners and is not prohibited as described in section 8.1 above is permitted. The Partner is responsible for developing, delivering to and enforcing marketing guidelines for the Program's Registered Contractors. Any marketing materials that fall outside of marketing guidelines established must be approved by the Partner to ensure that they are not unfair, deceptive, abusive and/or misleading. 8.3. Tax advice. It is the policy of the Program that no Partner, contractor or third party (who is not a tax expert) may provide tax advice to consumers regarding their Program financing which includes making affirmative statements or claims as to the tax deductibility of the payments. Homeowners are encouraged to seek the advice of an expert regarding tax matters related to the Program. The Program shall monitor and test the sales practices of employees and contractors to confirm adherence to the policy set forth in this Section 8.3. 8.4. Payments in Exchange for Financing. It is the policy of the Program that no Partner, contractor or Affiliated Individual may provide a direct cash payment or other thing of value to a homeowner explicitly in exchange for such homeowner's selecting Program Page 14 of 22 36 financing. For avoidance of doubt, the limitations provided in this Section 8.4 are not intended to prevent the Program from offering to homeowners, contractors or Affiliated Individuals promotions that are not explicitly part of the exchange referred to in the preceding sentence. Page 15 of 22 37 9. PROTECTED CLASSES Policy Summary: It is the Partner' responsibility to ensure compliance with all state and federal laws that cover individuals in protected classes (e.g., race, religion, color, marital status, sex, national origin, citizenship, presence of children, disability, gender, age and/or sexual orientation because an applicant receives income from a public assistance program, or because an applicant has in good faith exercised any right under the Consumer Credit Protection Act.) Heightened protections for homeowners over 64 years old, such as confirming understanding of financing terms and project specifications, is a focus of the Program. The Partner is responsible for protecting against intended and unintended non-compliance with such standards, and in particular for providing legally unbiased access to, and decisioning of, requests for Program financing. 9.1. General. It is the policy of the Program that controls be designed to monitor and test compliance with all state and federal laws covering homeowners in protected classes. 9.2. Elders. It is the responsibility of the Partner to develop and implement a program that validates elder homeowner (i.e., homeowners over 64 years old) understanding of the eligible improvement project for which they are seeking Program financing, including the terms of such financing. 9.3 Financing Access and Decisioning. It is the responsibility of the Partner to provide legally unbiased access to, and decisioning of, requests for Program participation. Page 16 of 22 38 10. CONTRACTOR REQUIREMENTS Policy Summary: Contractors and their salespersons are one of the primary means through which homeowners become aware of Program participation options. Contractors and their salespersons enter into contracts with the Partner, and register with all relevant state and local licensing boards and agencies. Contractors are required to follow a code of conduct, maintain policies of insurance, post bonds, follow marketing requirements, complete training courses, among other similar obligations, all of which are designed to assure positive and productive homeowner interaction with the Program. 10.1. Policies. It is the policy of the Program that all contractors who sell, install, or manage subcontractors who install, eligible improvements will have executed and that all such contractors and all employees, entities, owners, partners, principals, independent contractors, third party agents or other person who perform any services for the contractor in connection with a Program financing (collectively, the "Affiliated Individuals") meet the requirements of the Program's Contractor Participation Agreement, which include: 10.1.1. Compliance with the current Registered Contractor code of conduct, a sample of which is attached hereto as Attachment B or other code of conduct that embodies the principles outlined in Attachment B; 10.1.2. Maintenance of an active license, and be in good standing, with the California Contractor State License Board ("CSLB"), including compliance with the CSLB (or equivalent agency or program) insurance and bonding requirements; 10.1.3. Execution of the Program's Contractor Participation Agreement only by a person who is listed as an Responsible Managing Owner ("RMO"), Responsible Managing Employee ("RME"), Responsible Managing Manager ("RMG") , Responsible Managing Member ("RMM"), sole owner or qualifying partner with the CSLB and who is authorized to act on behalf of, and who is responsible for the actions of, a Registered Contractor (a "Qualifying Individual"); 10.1.4. Oversight and management of employees, independent contractors and subcontractors who provide services to Registered Contractors accessing the Program; 10.1.5. Meeting all other state and local licensing, training and permitting requirements; 10.1.6. Compliance with the Program's marketing policies; and 10.1.7. Ensuring all Affiliated Individuals register with the Program. 10.2. New Contractors. Regarding Registered Contractors new to the Program, it is the policy that the Partner: Page 17 of 22 39 10.2.1. Has a specified probationary period (i.e., place the new Registered Contractors on a watch list) until the new Registered Contractors have completed the required number of Measures; 10.2.2. Has procedures in place, during the Registered Contractor probationary period, to provide additional quality assurance steps for Measures completed by the Registered Contractors on the watch list; and 10.2.3. Has procedures in place to review Registered Contractor work to confirm satisfactory completion of projects conducted during the probationary period for which Program financing is used. 10.3 Contractor Management. It is the policy that the Partner implement contractor management systems and procedures that manage and track contractor training and compliance violations on an individual and company basis. 10.4 Contractor Training. It is the policy of the Program that each Partner make available contractor training regarding, at a minimum, the following: (i) the applicable contractor code of conduct terms as required by the Program, (ii) protected classes, including, without limitation, elder protection, and (iii) other consumer protection measures as required by the Program. 10.5 Remedial Action. Partners warn, suspend or terminate a Registered Contractor and/or Affiliated Individual from the Program based on violations of the Contractor Participation Agreement. The Program does not accept Program applications processed by suspended or terminated contractors and/or associated representatives. Page 18 of 22 40 11.ELIGIBLE PRODUCTS Policy Summary: The Program enables and encourages homeowners to install Measures on their homes which are designed but not guaranteed to save water or energy. The Program is responsible for implementing practices and controls (e.g., eligible product databases and product confirmation processes) ensuring that financing is used only for eligible Measures, and that it is not provided for ineligible ones. Program product eligibility criteria ensure that property owners are financing improvements which are industry recognized for achieving higher levels of home energy or water efficiency. While the Program is responsible for confirming compliance with the initial capacities of such products, it is not responsible for determining post -installation energy performance, savings or efficacy of such Measures. 11.1. Policies. Consistent with the objectives of the PACE enabling legislation, it is the policy of the Program through consultation with the Partner and the Authority to: 11.1.1. Establish, and maintain an eligible products database and/or list, documenting the associated eligibility specifications for each product that conform to the requirements outlined in Attachment C hereto; 11.1.2. Define a process for adding or modifying the eligible product database; 11.1.3. Ensure that eligible product energy efficiency/water efficiency/energy generation (as applicable) performance standards are calibrated and verified using performance criteria that the U.S. Department of Energy, U.S. Environmental Protection Agency, the California Energy Commission and/or other federal and state agencies or other reputable third parties has established; 11.1.4. Use credible third party sources to determine the useful life of the product, which will be used to set the maximum term for the Program's financing; and 11.1.5. Require that the product is permanently affixed to the Property. 11.2. Procedures. It is the policy of the Program that the Partner establish procedures confirming that the homeowner applying for Program financing intends to install eligible products, and that at the time of funding such improvements have been installed. 11.3. Ineligible Products. 11.3.1. Financing of ineligible products under the Program is prohibited. 11.3.2. Products that are not included on the eligible products list or in the eligible products database can be submitted for review by the Program, if a homeowner has a good faith reason to believe they should have been included. Page 19 of 22 41 12. MAxImum FINANCING AMOUNT Policy Summary: Many homeowners cannot readily access price information regarding the installation of energy efficiency, renewable energy and water conservation improvements for their homes, and cost often is a key economic consideration. While the Program does not set price controls, it implements a maximum financing amount ("MFA') procedure based upon the fair market value of the Measures. The MFA sets the ceiling for amounts that can be financed. The Program's maximum financing amount policies provide as follows: 12.1. It is the policy of the Program to develop maximum financing amounts based on market data and the Partner's experience, but not to set pricing for installation of eligible products and projects. In evaluating project pricing, the Partner takes into account regional factors that may contribute to the pricing of improvements. 12.2. It is the policy of the Program that each Partner will, at a minimum, establish an MFA for each product type (e.g. for central air conditioners, solar PV systems, solar thermal systems and artificial turf). 12.3. Within each MFA, there is a low to high range of justifiable pricing, depending on the particular product within a product type (e.g. there may be different types of central air conditioners, solar PV systems, solar thermal systems and artificial turf). It is the policy of the Program that each Partner will establish product/project attribute related pricing rules that dictate what pricing within such low to high MFA range is justified. 12.4. It is the policy of the Program that each Partner establish processes and systems for purposes of enforcing the MFA rules (as described in Section 12.3) for every project. 12.5. A product may only be funded for an amount that is greater than the MFA for such product if the amount exceeding the MFA is justified by reasonable standards that are validated and documented through processes and systems acceptable to the Authority. Page 20 of 22 42 13.REPORTEVG Policy Summary: Reporting the economic and environmental results of Program participation is essential for the Program, Partners, elected officials, environmental agencies, the investment community, the real estate and mortgage industry and many other stakeholders. Metrics such as economic stimulus dollars invested, greenhouse gas reduction, the number of Measures funded, the amounts funded, renewable energy production and energy savings serve this need. The Partner is responsible for producing, on a quarterly basis, a key metrics report. 13.1. Reporting categories. It is the policy of the Program that Program statistics reporting and estimated impact metrics in the following categories be developed and reported quarterly to the Authority: (i) number of projects funded, (ii) project amount funded, (iii) estimated amount of energy savings, (iv) estimated amount of renewable energy produced, (v) estimated amount of water savings, (vi) estimated amount of greenhouse gas emissions reductions, and (vii) estimated number of jobs created. 13.2. Reporting standards. It is the policy of the Program that all data collected for the quarterly metrics reports be developed and collected using standardized, third party verified methodologies. The methodologies and supporting assumptions and/or sources must be made available to the Authority by the Partner. It is the responsibility of the Partner to develop reports consistent with each of categories listed above and to test and verify the data collection and reporting methods and models used. All reports shall include only aggregate data, excluding any sensitive customer information. 13.3 Participation in CAEATFA. Residential PACE programs operating in California must participate in the PACE Reserve program of the California Alternative Energy and Advanced Transportation Authority. Accordingly, the Programs must report bi- annually on program activity to CAEATFA. Page 21 of 22 43 14. CLOSING & FUNDING Policy Summary: The Program provides limited purpose financing to homeowners, and not general purpose financing that is common among traditional sources of financing. The Program has front-end (e.g., eligible product call -in requirements) and pre funding (e.g., completion certificates and permits) procedures designed to confirm that their financing dollars are used for permissible purposes. A policy requiring such procedures is essential to protecting the integrity of the Program. 14.1. Installation Completion Sign -off. It is the policy of the Program to confirm, before funding, that the eligible products financed are installed, operational and in a condition that is acceptable to the homeowner and the contractor, and to require that the homeowner and the contractor attest to such by signing a document stating that all products have been installed to the homeowner's satisfaction and in accordance with product specifications. It is the responsibility of the Partner to confirm any such document is signed within the maximum allowable installation time as specified by the Program 14.2. Permits. It is the policy of the Program for homeowners seeking Program financing to obtain required permits for the installation of Measures and provide verification thereof upon request. 14.3. Funding. It is the policy of the Program to disburse funds only for projects that are complete. 14.4. Recording. It is the policy of the Program to record the Notice of Assessment and Payment of Contractual Assessment Required documentation in a manner consistent with state law. 14.5. Asset verification. It is the policy of the Program to confirm that product(s) listed on the Completion Certificate and for which Program financing has been provided have been installed and that the Partner develop and implement a randomized onsite inspection protocol acceptable to the Authority. Page 22 of 22 44 Attachment A 45 Financing Estimate Save this Financing Estimate to compare with your Final Payment Summary. DATE ISSUED 2/15/2013 PROPERTY OWNERS Michael Jones and Mary Stone 123 Anywhere Street Anytown, ST 12345 PROPERTY 456 Somewhere Avenue Anytown, ST 12345 TERM 10 years PURPOSE Home Improvement PRODUCT Partner Program IDENTIFICATION # 123456789 RATE LOCK ❑ NO x❑ YES, until 9/14/2015 After the expiration date interest rates and closing costs can change. Product Cost $16,900.00 • Building Envelope- Wall Installation • High Efficiency Pool Equipment- Pool Pump • Windows, Doors, and Skylights- Exterior Windows • High Efficiency HVAC- Whole House Fan Financing Cost $970.30 See closing costs details Prepaid interest $1,445.45 Other Costs $130.00 Financed Amount $19,445.89 Total amount of the assessment Can this amount increase after closing? Financed Amount $19,445.89 NO Total amount of the assessment Interest Rate 7.69% NO Annual Principal, Interest and Other Costs $2,892.62 YES Annual administrative fee is subject to change Prepayment Penalty Does the financing have these features? NO Interest will be due to the next bond call date Balloon Payment NO ,)iected Pz Payment Calculation Years 1-10 Principal & Interest $2,857.62 Annual Administrative Fee + $35.00 Annual administrative fee is subject to change Estimated Total Annual Payment $2,892.62 Your payment will be added to your property bill for the next 10 years. If your project is completed and all your documents are submitted and approved by June 15, 2016, your first payment will be included on your November 2016 tax bill. If your documents are submitted and/or approved after June 15, 2016, your first payment will be included on your November 2017 tax bill. Estimated payment information on this document assumes all documentation is approved on September 14, 2016. 46 FINANCING ESTIMATE PAGE 1 OF 3 Closing Cost Details Estimated Closing Costs $2,545.75* Includes $970.30 in Financing Costs + $130 in Other Costs + $1,445.45 in Prepaid Interest. See Calculating Cash to Close summary for details. *While no cash is required to close this transaction, these items are included in the amount financed. If you do not wish to finance these items, you may pay them at the time of funding. Estimated Cash to Close $0 See Calculating Cash to Close summary for details. Financing Costs• A. Origination Charges $970.30 D. Recording and Administrative Fees $130.00 Application Fee $0 County Recording Fee $95.00 Underwriting and Bond Issuance Fee $970.30 Program Administrative Fee (Annual) $35.00 B. Services Appraisal Fee Credit Report Fee Tax Monitoring Fee Tax Status Research Fee Title- Title Search Fee P 0 C. TOTAL FINANCING COSTS (A + B) $0 $0 Prepaid Interest $0 E. Prepaid Interest (from closing to firstpayment) $1,445.45 $0 $0 F. TOTAL CLOSING COSTS (C + D + E) $2,545.75 $0 $970.30 Total Closing Costs (F) $2,545.75 Closing Costs Financed (Paid from Financed Amount) - $2,545.75 Down Payment/Funds from Borrower $0 Estimated Cash to Close $0 FINANCING ESTIMATE 47 PAGE 2 OF 3 Additional Information About This Financing PACE PROVIDER Partner Program EMAIL info@partnerprogram.com PHONE (855) 0000-41 1 • .. . Use these measures to compare this financing with other forms of financing. In 10 Years $19,445.89 Principal you will have paid off. + $ 8,065.01 Amount of interest you will have paid. + $1,415.30 Amount of financing and other costs you will have paid. = $ 28,926.20 Total you will have paid in principal, interest financing and other costs. Annual Percentage Rate (APR) 9.47% Your costs over the term expressed as a rate. This is not your interest rate. Total Interest Percentage (TIP) 46.95% The total amount of interest that you will pay over the term as a percentage of your financing amount. Other Considerations Assumption If you sell or transfer this property to another person, we x❑ will allow, this person to assume this financing on the original terms. ❑ will not allow assumption of this financing on the original terms. I understand, if i refinance my home, my mortgage company may require me to pay off x —IG the remaining balance. If i sell my home, the buyer or their mortgage company may require me to payoff the remaining balance. 1 PO INITIAL Payments Your payments will be added to your property tax bill. Whether you pay your property taxes through your mortgage payment, using an impound account, or if you pay them directly to the tax collector you need to save an estimated $2,892.62 for your first nn payment in November 2016. After your first payment if you pay your property taxes X-PR through an impound account your monthly mortgage payment should adjust to cover your increased property tax bill. 1 PO INITIAL Tax Benefits Consult your tax advisor regarding tax credits, tax deductibility, and other tax benefits of the HERO Program. You are responsible for submitting appropriate document with x -12 your tax return. 1 PO INITIAL Late Payment If your tax payment is late you are subject to penalties and late fees established by the tax collector. r- Confirm Recei.. By signing, you are only confirming that you have received this form. You do not have to accept this financing because you have signed or received this form. Property Owner Signature Date Property Owner Signature Date Property Owner Signature Date Property Owner Signature Date 48 FINANCING ESTIMATE PAGE 3 OF 3 Attachment B 49 1.1. Sample Registered Contractor Code of Conduct I.I.I. Registered Contractors, on behalf of themselves and the employees, entities, owners, partners, principals, independent contractors, third party agents or other person (the "Registered Individuals") who perform any sales, installation, advising, construction, creative services, digital marketing, lead generation, inspection or any other services in connection with the Registered Contractor on its behalf, shall: 1.1.1.1. Conduct business with Property Owners on a legal, respectful, ethical, fair and equitable basis. 1.1.1.2. Ensure that Registered Individuals present identification (as determined by the PACE Program) establishing their affiliation with a Registered Contractor upon initial contact with a Property Owner, whether such contact occurs in connection with canvassing, sales, service or any other occasion upon which such representatives enter onto a Property Owner's premises. 1.1.1.3. Not provide, or even appear to provide, tax advice to Property Owners regarding any aspect of PACE Program financing. Any PACE Program that provides a simple tool on its website is merely intended to provide Property Owners the ability to easily quantify the effects if they determine that some or all of the PACE Program payments are deductible. If asked about the tax aspects of PACE Program financing, Registered Contractors should urge Property Owners to consult their tax advisor. 1.1.1.4. Present Property Owners with the full and complete set of Partner Financing Program Documents, which include all pages of the Assessment Contract, Right to Cancel, Application, Financing Summary, and all other PACE Program documents and instruct the Property Owners to contact the Partner directly with any PACE Financing questions. 1.1.1.5. Present the Completion Certificate for signature to the Property Owner only after completion of the project and when the Property Owner is satisfied and is ready for the PACE Program to release funds to the Registered Contractor. 1.1.1.6. Analyze accurately each Property Owner's energy usage, and anticipated energy savings likely to result from any Eligible Product installation following standards that can withstand independent, third party review and analysis. 1.1.1.7. Seek always to provide high value products and services best suited to a Property Owner's request or needs and comply with the Eligible Product requirements of the PACE Program. Install only Eligible Products for reasonable, market -based prices that are within industry price guidelines and that do not exceed the PACE Program maximum guidelines. 1.1.1.8. Protect Property Owners, especially those in protected classes such as elders, from and against any exercise of undue influence that could lead to adverse purchasing, pricing and financing decisions. 1.1.1.9. Maintain active, participating and good standing status as a member of the CSLB, and participate in continuing education in its/his/her chosen area of expertise, as well as in the PACE Program requirements, policies and procedures. 1.1.1.10.Have a written contract with the Property Owner stating all proposed work and services. 1.1.1.11.Obtain all legally required building permits, on behalf of the Property Owner, and follow through in obtaining sign off or approval from any authority with jurisdiction over any project on which Contractor works. 1.1.1.12. Comply with all federal, state and local laws, ordinances, rules and regulations. 50 1.1.1.13.Use sound and legally compliant hiring practices, including but not limited to conducting credit and background and screening checks on all employees, temporary staff, contract employees, subcontractors and third party associates to assure that such persons comply with Registered Contractor's legal and ethical obligations described herein. 1.1.1.14.Provide PACE Program training for all employees, subcontractors and third party associates of Registered Contractors. 1.1.1.15.Maintain and provide the PACE Program with copies of requested documents that relate to projects financed by or through the PACE Program, as well as documents that relate to Registered Contractor certifications, licenses, or insurance/bonding. 1.1.1.16.Act in good faith to resolve promptly any complaint or grievance that a Property Owner may file with the PACE Program or the Registered Contractor. 1.1.1.17.Document and retain records regarding the resolution of all Property Owner disputes with a Registered Contractor for the PACE Program's review and assessment. 1.1.1.18.Comply with the letter and the intent of all provisions of the California Business and Professions Code relevant to the Registered Contractor's business. 1.1.1.19. Comply with all local, state and federal marketing and telemarketing laws, regulations and rules, including but not limited to the Telephone Consumer Protection Act, the Older American's Act (including Elder Rights Protection principles) and the Truth in Lending Act. 51 Attachment C 52 PACE Residential Eligible Product Guidelines ALL PRODUCTS In addition to the PACE Product Eligibility Specifications listed below, all product specifications and installation quality must meet or exceed applicable local, state, and/or federal permitting, codes, and standards. Project stakeholders are fully and solely responsible for ensuring product compliance with applicable sections of the current California Building Energy Efficiency Standards (Title 24, Part 6, Subchapters 1, 2, 7, 9). Renewable & Alternative Energy Products PRODUCTCATEGORY PRODUCTTYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be listed as California Solar Initiative incentive -eligible photovoltaic module in compliance with CA-SB1 guidelines. 2. Installation Contractor must be registered with the California Solar Initiative Program Solar Panel and have the correct CSLB licensure to 20 install solar systems. 3. System must be grid connected unless the property is not currently connected to the grid. Solar Photovoltaic 4. Installed per manufacturer specifications. 1. Product must be listed as California Solar Initiative eligible inverter in compliance with CA-SB1 guidelines. 2. Installation contractor must be registered with the California Solar Initiative Program Solar Inverter and have the correct CSLB licensure to 20 install solar systems. 3. System must be grid connected unless the property is not currently connected to the grid. 4. Installed per manufacturer specifications. 1. System must have the OG-300 System Certification by the Solar Rating and Solar Water Heating Certification Corporation (SRCC). 15 2. Auxiliary tank must be residential class. Solar Thermal 3. Installed per manufacturer specifications. 1. Product must have the OG-100 Collector Certification by the Solar Rating and Solar Pool Heating 15 Certification Corporation (SRCC). 2. Installed per manufacturer specs. 53 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be certified by the Small Wind Certification Council as meeting the requirements of the AWEA Small Wind Turbine Performance and Small Wind Turbine Safety Standard (9.1-2009). 2. Product must be grid connected unless the property is not currently connected to the grid. 3. Installed per manufacturer specs. This product type specification is currently under revision and is not currently Advanced Energy available. Storage System We hope to have this product type available again as an eligibleoption for Alternative Energy projects in the very near future. 1. Product must certified as meeting the UL Subject 2594 Standard Testing for Electric Vehicle Charging Stations. Charging Station 2. Product must be a Level 2 charger with SAE J1772 standard charging plug. 3. Installed per manufacturer specs. 1. System must be certified as meeting the ANSI/CSA America FC1 standard. 2. Installed per manufacturer specs. Stationary Fuel Cell 3. Installed in accordance with local code Power System and/or the Standard for the Installation of Stationary Fuel Cell Power Plants, NFPA 853, the National Fuel Gas Code, ANSI Z223.1/NFPA 54, National Electrical Code, NFPA 70, as applicable. 20 10 15 54 PACE Residential Eligible Product Guidelines Energy Efficiency Products PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be AHRI Certified and AHRI number must be provided. 2. Product must be ENERGY STAR Certified: a. Split: SEER >_ 14.5 and Air -Source EER >_ 12 and HSPF >_ 8.2. 15 Heat Pump b. Package: SEER>_ 14 and EER >_ 11 and HSPF >_ 8.0. 3. Must replace an existing product. 4. Installed per manufacturer specs. 1. Product must be AHRI Certified and AHRI number must be provided. Central 2. Product must be ENERGY STAR Certified: Air Conditioner a. Split: SEER >_ 14.5 and EER >_ 12. 15 b. Package: SEER >_ 14 and >_ EER 11. 3. Must replace an existing product. 4. Installed per manufacturer specs. 1. Product must be AHRI Certified and AHRI number must be provided. High -Efficiency 2. Product efficiency must be: Heating, Ventilation, Furnace • AFUE >_ 80% with ECM, or 20 and Air Conditioning AFUE >_ 90% (HVAQ 3. Must replace an existing product. 4. Installed per manufacturer specs. 1. Product must be listed in California Energy Commission Appliance Efficiency Database. 2. Must have separate ducting system — Evaporative independent of the air conditioning 10 Cooler and heating duct system. 3. Must be permanently installed through wall or on the roof; window installed product is not eligible. 4. Installed per manufacturer specs. 1. Product must be AHRI Certified and AHRI number must be provided. Boiler 2. Product must be ENERGY STAR Certified: 20 AFUE >_ 85%. 3. Must replace an existing product. 4. Installed per manufacturer specs. 55 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCTTYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be ENERGY STAR Certified: a. Closed Loop Water -to -Air: >_ 14.1 EER and >_ 3.3 COP b.Open Loop Water -to -Air: >_ 16.2 EER and >_ 3.6 COP Geothermal c. Closed Loop Water -to -Water: Heat Pump ? 15.1 EER and >_ 3.0 COP d.Open Loop Water -to -Water: >_ 19.1 EER and >_ 3.4 COP e. DGX: >_ 15.0 EER and >_ 3.5 COP 2. Product must replace an existing product. 3. Installed per manufacturer specs. Hydronic Radiant 1. System must be powered by a high - efficiency PACE -qualified heating source. Heating System 2. Installed per manufacturer specs. 1. Product must be AHRI certified and AHRI High -Efficiency number must be provided. Heating, Ventilation, Mini -Split Air 2. Efficiency: >_ 15 SEER. and Air Conditioning Conditioner 3. Product must replace an existing product. (HVAC) 5. Installed per manufacturer specs. 1. Product must be AHRI certified and AHRI Mini -Split number must be provided. Heat Pump 2 Efficiency: > 15 SEER and HSPF >_ 8.2. 3. Product must replace an existing product. 4. Installed per manufacturer specs. Biomass / 1. Product must be certified and listed on Wood Stove the EPA Certified Wood Stoves list. 2. Installed per manufacturer specs. 1. Duct system leakage: a. Partial Replacement: <_ 15% total system nominal flow Duct Replacement b. Full Replacement: <_ 6% total system nominal flow 2. Duct Insulation R-Value >_ R-6. 3. Installed per Title 24, Part 6. 15 15 15 15 15 ce 56 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be certified by the Heat/Energy Home Ventilation Institute (HVI). 10 Recovery Ventilator 2. Installed per manufacturer specs. Exhaust 1. Product must be ENERGY STAR Certified. 10 Ventilation Fixture 2. Installed per manufacturer specs. High -Efficiency 1. Product must be listed in Heating, Ventilation, California Energy Commission and Air Conditioning Whole House Fan Appliance Efficiency Database. 20 (HVAC) 2. Installed per manufacturer specs. Attic 1. Product must have thermostat control. 15 Ventilation Fixture 2. Installed per manufacturer specs. Ceiling Fan 1. Product must be ENERGY STAR Certified. 10 2. Installed per manufacturer specs. 1. Product must be NFRC Certified: a. U-Factor <_ 0.32 and SHGC <_ 0.30. 2. Product must replace existing product. Window 3. Product NFRC label to be submitted 20 with Completion Certificate. 4. Installed per manufacturer specs. 5. Product must meet Title 24 requirements. 1. Product must be NFRC Certified: a. Opaque: U-Factor 5 0.21 and SHGC = Any b. <_ 1/2-Lite: U 5 0.27 and SHGC <_ 0.30 Door c. > 1/2-Lite: U <_ 0.32 and SHGC <_ 0.30 20 Windows, Doors, 2. Product must replace existing product. and Skylights 3. Product NFRC label to be submitted with Completion Certificate. 4. Installed per manufacturer specs. 1. Product must be NFRC Certified: a. U-Factor <_ 0.55 and SHGC <_ 0.30. Skylights and Tubular 2. NFRC label for each different product to 20 Daylighting Device be submitted with Completion Certificate. 3. Installed per manufacturer specs. 1. Product must be NFRC Certified. Applied 2. NFRC label for each different product to 10 Window Film be submitted with Completion Certificate. 3. Installed per manufacturer specs. 57 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCTTYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) Windows, Doors, Exterior Window and Skylights Shading Device Building Envelope Cool Wall Coating Cool Roof - Prescriptive 1. Product must be permanently secured to the exterior of the property with attachments or fasteners that are not intended for removal. 2. Each product must be installed to provide shading to at least one window or door. 3. Product must be one of the following styles: a. Patio Covers b. Fixed Awnings c. Operable Awnings d. Operable Shutters e. Solar Screens 4. Product is only eligible to be installed on properties located within California Building Climate Zones 2, and 6-16. 5. Other exterior structural products including, but not limited to, sunroom enclosures, exterior decks, balconies, roof overhangs, detached/free-standing arbors, detached/free-standing pergolas, and/or carports are NOT eligible. 6. Interior window shading products including, but not limited to, blinds, shutters, shades, or curtains are NOT eligible. 7. Installed per manufacturer specs. 1. Product must be a preapproved PACE Cool Wall Coating product. 2. Product must have solar reflectance >_ 0.5 as tested to ASTM C1549-09 standard. 3. Product primary application surface must be exterior wall surfaces of conditioned buildings. 4. Product is only eligible to be installed on properties located within CA Building Climate Zones 4-10 and 12-15. 5. Installed per manufacturer specs. 1. Product must meet the following specifications: a. Low -Slope Roofs (<_ 2:12): >_ 0.5 Aged (3 yrs.) Solar Reflectance b. Steep -Slope Roofs (> 2:12): >_ 0.15 Aged Solar Reflectance 2. Product also must meet Title 24, Part 6. 3. Product must be listed in the CRRC or ENERGY STAR product directories. 10 ce 20 58 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) Building Envelope High -Efficiency Water Heating 1. If a Cool Roof - Prescriptive roofing product is not specified, one of the following cool roof performance measures must also be implemented in the scope of work: a. Install >_ 1" Air -space between the top of the roof deck to the bottom of the roofing product. b. Insulate attic floor to R-value >_ 38. c. Seal & Insulate attic HVAC duct work Cool Roof - to R-8 and <_ 6% leakage. Performance d. Install an eligible radiant barrier. e. Insulate roof deck to R-value >_ 4. f. Install roof construction with thermal mass over a membrane with a weight of at least 25 Ib/ft2. 2. Project must comply with CA Title 24 Part 6. Project stakeholder is fully and solely responsible to meet any such additional requirements. Attic Insulation 1. R-value >_ 38. 2. Installed per CEC QII Standards. Wall Insulation 1. R-value >_ 13 to full framing cavity depth 2. Installed per CEC QII Standards. Under -Floor Insulation 1. R-value >_ 19 to full joist depth. 2. Installed per CEC QII Standards. 1. Emissivity <_ 0.1. Radiant Barrier 2. Reflectivity >_ 0.9. 3. Installed per manufacturer specs. Air Sealing 1. Performed to BPI, ENERGY STAR, and ASHRAE 62.2 guidelines. 1. Product must be ENERGY STAR Certified. Gas Storage 2. EF >_ 0.67. Water Heater 3. Installed per manufacturer specs. 1. Product must be ENERGY STAR Certified. Electric Heat Pump 2. EF >_ 2.0. Storage Water Heater 3. Installed per manufacturer specs. 1. Product must be ENERGY STAR Certified. Gas Tankless 2. EF >_ 0.82. Water Heater 3. Installed per manufacturer specs. 20 20 20 20 20 10 10 10 10 59 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be ENERGY STAR Certified: a. Single Speed Pump: EF >_ 3.8 for single speed Pool Pump b. Multi/Variable Speed/Flow: and Motor EF >_ 3.8 for most efficient speed. 2. Product must replace existing product. 3. Installed per manufacturer specs. 1. Product must be listed in California Energy Electric Heat Pump Commission Appliance Efficiency Database. Pool Heater 2. COP >_ 4.5. High -Efficiency 3. Installed per manufacturer specs. Pool Equipment 1. Product must be listed in California Energy Gas Pool Heater Commission Appliance Efficiency Database. 2. Thermal Efficiency >_ 83%. 3. Installed per manufacturer specs. 1. Product must be an automatic pool cover UL certified as meeting ASTM F1346 Standard Performance Specification. Automatic Pool Cover 2. Product must be permanently installed on an existing swimming pool. 3. Installed per manufacturer specs. 4. Manual swimming pool covers are not eligible. 1. Product must be ENERGY STAR Certified Indoor and meet Title 24, Part 6 requirements. Lighting Fixture 2. Product must be permanently installed. 3. Installed per manufacturer specs. 1. Product must be ENERGY STAR Certified Outdoor and meet Title 24, Part 6 requirements. Lighting Fixture 2. Product must be permanently installed. 3. Installed per manufacturer specs. High -Efficiency Lighting 1. Product must be listed in the California Energy Commission Appliance Efficiency Database. 2. Eligible control types include: Lighting Control a. Automatic Time -Switch b. Daylight/Photo- Sensor c. Dimmer d. Occupant/Motion/Vacancy Sensor 3. Install per manufacturer specs. 10 10 10 10 20 20 20 PACE Residential Eligible Product Guidelines Water Efficiency Products PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) 1. Product must be listed in the CEC Appliance Efficiency Database. High -Efficiency 2. Toilet and urinals fixtures are eligible. 20 Toilet Fixture 3. Flow rate <_ 1.28 GPF. 4. Installed per manufacturer specs. 1. Product must be listed in the High -Efficiency CEC Appliance Efficiency Database. Faucet Fitting 2. Flow rate <_ 1.5 GPM. 15 3. Must be permanently installed. Indoor 4. Installed per manufacturer specs. Water Efficiency 1. Product must be listed in the High -Efficiency CEC Appliance Efficiency Database. Showerhead 2. Flow <_ 2.0 GPM. 15 3. Installed per manufacturer specs. 1. System meets the definition of one of the following water delivery options: a. Dedicated Recirculation Line Hot Water b. Whole House Manifold System 15 Delivery System c. Demand -initiated Recirculating System d. Core Plumbing System 2. Installed per manufacturer specs. 1. Product must be on SoCal Water Smart High -Efficiency Qualified Sprinkler Nozzle product list. 10 Sprinkler Nozzle 2. Installed per manufacturer specs. Weather -Based 1. Product must be WaterSense Qualified. Irrigation Controller 2. Installed per manufacturer specs. 10 1. Product installed be installed in turf, Drip Irrigation garden, planter, or flower bed area. 10 2. Installed per manufacturer specs. 1. Sized to hold > 50 gallons at one time. Outdoor Rainwater 2. Must be permanently installed. 20 Water Efficiency Catchment System y 3. Installed per manufacturer specs. 1. System must meet California Plumbing Code, Chapter 16A. 2. Product must comply with local code and Gray Water permitting requirements. 3. Eligible system types include: 20 System a. Single -Fixture b. Multi -Fixture Simple (<_ 250 GPD) c. Multi -Fixture Complex (> 250 GPD) 4. Installed per manufacturer specs. 61 PACE Residential Eligible Product Guidelines PRODUCT CATEGORY PRODUCT TYPE ELIGIBILITY SPECIFICATIONS MAXIMUM TERM (YEARS) Outdoor Water Efficiency Artificial Turf Outdoor Drought Tolerant Water Efficiency Landscaping 1. Product must be water and air permeable. 2. Product must be non -toxic and lead free. 3. Product must be recyclable. 4. Product installation must carry >_ 10 year warranty. 5. Installed per manufacturer specs. 6. Product infill material must be one of the following: a. Acrylic Covered Sand b. Crumb Rubber c. Zeolite 1. Product installation area must replace existing live turf grass area. 2. Requested financing amount may include: a. Removal/disposal of existing turf grass material b. Site preparation for landscaping installation c. Installation of drought tolerant landscaping options d. Installation or conversion to eligible irrigation options 3. Requested finance amount may not include: a. Installation of live plants or biodegradable plant material b. Removal of pre-existing hardscape areas (i.e. driveways, pools, etc.) c. Installation of water features (i.e. ponds, fountains, etc.) d. Installation of any other products not listed in specification #2 4. All products to be installed to manufacturer specs and industry best practices. 10 20 RVA Finance Terms, Interest Rates and Fees Term (Years) Interest Rate CaliforniaFIRST 9i EFFICIENCY FINANCING *Varies based on County. Numbers shown are estimates. calif orniafirst.org 63 64 CONSENT CALENDAR ITEM NO. 4 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE DEMAND REGISTERS DATED MAY 27, JUNE 3 AND JUNE 10, 2016 RECOMMENDATION Approve demand registers dated May 27, June 3 and June 10, 2016. EXECUTIVE SUMMARY - None FISCAL IMPACT Demand of Cash: -- City $ 1,187,005.61 -- Successor Agency of RDA $ 0.00 -- Housing Authority $ 4,338.75 -- Housing Authority Commission $ 0.00 $ 1,191,344.36 BACKGROUND/ANALYSIS Between Council meetings, routine bills and payroll must be paid. Attachment 1 details the weekly demand registers from May 27, June 3 through June 10, 2016. Warrants Issued: 111197 - 111267} $ 255,225.47 111268 - 111318} $ 169,816.43 111319 - 111397} $ 244,761.83 Voids} $ (5,291.92) Wire Transfers} $ 307,462.35 P/R Check # 37112- #37119 & Direct Deposit} $ 175,223.92 Payroll Tax Transfers} $ 44,146.28 1,191,344.36 In the amounts listed above, one check was voided. Check No. 111194 was voided because Wells Fargo bank couldn't process the single payment made for two accounts. Finance department processed a reissue of the payment with two separate checks equaling the same amount that was voided. 65 The most significant expenditures on the demand registers listed above are as follows: Vendor: Account Name: Amount: Purpose: The Altum Group Professional Service $ 50,561.89 Village Environ. Impact Rpt. Kirkpatrick Landscaping Technical $ 38,211.08 MAY -Landscaping Svice. De Lage Landen Public Machinery & Equipment $ 37,915.92 Cove Network Upgrade NAI Consulting INC Professional Service $ 35,261.81 APR- Prof. Service Wire Transfers: Eight wire transfers totaled $307,462.35. Of this amount, $173,074.18 was to Landmark for golf course management, $34,913.29 to CalPERS for retirement costs, and $ 91,384.62 for CalPERS Health Premium. (See Attachment 2 for a full listing). ALTERNATIVES Council may approve, partially approve, or reject the demand registers. Prepared by: Derrick Armendariz, Account Technician Approved by: Rita Conrad, Finance Director Attachment: 1. Demand Registers 2. Wire Transfers . ^. ATTACHMENT 1 Demand Register ,€- < 0"\. City of La Quinta, CA Packet: APPKT00743 - DA 5/27/16 Vendor Name Payment Number Payment Date Description (Payable) Account Number Amount Fund: 101-GENERAL FUND ACCOUNTEMPS 111197 05/27/2016 TEMP- STAFFING WKEND 5/1 101-1004-60125 327.60 ALL VALLEY APPLIANCE INC 111198 05/27/2016 FS#93 DRYER REPAIRS 101-2002-60670 190.42 ALPHA CARD 111199 05/27/2016 WC FITNESS CARDS & INK 101-3002-60420 290.09 AMERIPRIDE SERVICES INC 111202 05/27/2016 WC JANITORIAL4/28-5/12 101-3002-60115 133.06 ASPHALT MD'S 111204 05/27/2016 REFUND OVERPAYMENT 101-0000-42300 50.00 BAKER, MICHAEL INTERNATI 111206 05/27/2016 STRIPING WASHINGTON ST 101-7006-60104 1,512.42 CISEC, INC. 111209 05/27/2016 REGISTRANT RENEWAL FY 16 101-7006-60351 65.00 CLEARSOURCE FINANCIAL C 111210 05/27/2016 FEE/COST ALLOCATION STUD 101-1002-60101 14,250.00 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 101-2002-61200 60.46 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 101-3005-61203 49.24 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 101-3005-61205 31.32 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 101-3005-61206 103.02 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 101-7006-43132 30.00 COUNTY OF RIVERSIDE 111212 05/27/2016 JAN'16-MAR'16 CITATION RE 101-6004-61190 10,781.74 DATA TICKET, INC. 111213 05/27/2016 MAR -CODE CITATION PROCE 101-6004-31190 826.98 DATA TICKET, INC. 111213 05/27/2016 APR -CODE CITATION PROCE 101-6004-31190 455.00 DATA TICKET, INC. 111213 05/27/2016 APR-ADMIN CITATION SVC 101-6004-31190 596.62 DESERT CA M INC 111214 05/27/2016 COUNCIL MTG 5/17/16 101-3008-60108 175.00 DESERT CANCER FOUNDATIO 111215 05/27/2016 GRANT FUNDING 101-3001-60510 1,000.00 DESERT SUN, THE 111217 05/27/2016 JUN-SUBSCRIPTION 101-3002-60352 32.31 EISENHOWER OCCUPATIONA 111218 05/27/2016 PRE- EMPLOYMENT SCREENI 101-1004-60104 115.00 ESCOBEDO, CHRIS 111219 05/27/2016 FITNESS REIMB 101-1004-60104 40.00 FIRST CHOICE A/C & HEATIN 111220 05/27/2016 FS#70 A/C REPAIR 101-2002-60670 1,561.50 FONG, OMAR 111221 05/27/2016 FACILITY RENTAL REFUND 101-0000-22830 500.00 FRONTIER COMMUNICATION 111222 05/27/2016 T1 LINE LQPD 5/4-6/3 101-2001-61300 281.23 FRONTIER COMMUNICATION 111222 05/27/2016 DSL 5/4-6/3 101-1007-61300 338.15 FRONTIER-INTERNET 111224 05/27/2016 INTERNET SERVICE 5/10-6/9 101-1007-61300 89.99 GALLS LLC 111225 05/27/2016 CODE UNIFORMS 101-6004-60690 87.48 GRAHAM, MARCIE 111228 05/27/2016 FITNESS REIMB 101-1004-60104 40.00 GRAPHTEK INTERACTIVE 111229 05/27/2016 MAY -RETAINER 101-3007-60461 11,500.00 GWN PROPERTIES LLC 111230 05/27/2016 REFUND OVERPAYMENT 101-0000-42300 1,414.00 HAWTHORN DEVELOPMENT 111231 05/27/2016 14-004 DEV DEP 101-0000-22810 18,900.00 HERMANN DESIGN GROUP I 111232 05/27/2016 DESIGN -NORTH LQTURF CO 101-7006-60104 400.00 HERMANN DESIGN GROUP I 111232 05/27/2016 DESIGN-LQ AUTO CENTER 101-1002-60101 10,590.00 HIGH TECH MAILING SERVIC 111233 05/27/2016 FESTIVAL POSTCARDS 4/12/1 101-3007-60461 5,710.48 HINDERLITER DE LLAMAS & 111234 05/27/2016 2ND QTR SALES TAX 101-1006-60104 1,854.25 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-2002-61101 710.16 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61102 13.59 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61103 2,570.16 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61105 844.49 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61109 2,328.15 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61111 15.82 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61113 23.92 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3005-61114 12.68 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 101-3008-61101 6,570.97 JNS MEDIA SPECIALISTS 111236 05/27/2016 MARKETING CONTRACT 101-3007-60461 4,868.75 LA QUINTA CHAMBER OF CO 111239 05/27/2016 JUN- GEM ADS 101-3007-60461 2,250.00 LANCE, SOLL, & LUNGHARD L 111240 05/27/2016 INTERIM AUDIT FY 15/16 101-1006-60106 14,000.00 MAGIK ENTERPRISES, INC. 111242 05/27/2016 REFUND OVERPAYMENT 101-0000-42300 5.00 MCKINNEY, BRYAN 111243 05/27/2016 TUITION REIMB 101-1004-60322 1,032.78 OFFICE DEPOT 111245 05/27/2016 BCARDS- JOHNSTON 101-2002-60410 60.54 OFFICE DEPOT 111245 05/27/2016 OFFICE SUPPLIES 101-1002-60400 20.95 OFFICE DEPOT 111245 05/27/2016 PAPER SUPPLY 101-1007-60402 430.81 5/26/2016 7:14:29 PM Page 1 of 5 67 Demand Register Packet: APPKT00743 - DA 5/27/16 Vendor Name Payment Number Payment Date Description (Payable) Accqunt Number Arr%ount OFFICE DEPOT 111245 05/27/2016 ENVELOPES 101-1007-60402 133.16 POWERS AWARDS INC 111248 05/27/2016 PLAQUES 101-3003-60149 199.44 POWERS AWARDS INC 111248 05/27/2016 OPERATING SUPPLIES 101-3008-60420 34.26 PSOMAS INC 111249 05/27/2016 REFUND OVERPAYMENT 101-0000-42300 15.00 RAMA WORLD INC 111250 05/27/2016 GUIDON FLAGS 101-2001-60175 90.00 RAMIREZ, MARIO 111251 05/27/2016 ACTIVITY REFUND 101-0000-42200 25.00 RIVERSIDE COUNTY SHERIFF 111253 05/27/2016 APR -JAIL ACCESS FEE 101-2001-36280 9,793.86 RODRIGUEZ, MICHELLE 111254 05/27/2016 FACILITY RENTAL REFUND 101-0000-22830 100.00 RYCO TOWING INC 111255 05/27/2016 TOWING 101-2001-60176 100.00 STA P LES A DVA NTAG E 111259 05/27/2016 BATTERIES 101-2001-60175 56.67 STAPLES ADVANTAGE 111259 05/27/2016 CREDIT CARD ROLLER 101-3001-60400 -5.39 STAPLES ADVANTAGE 111259 05/27/2016 OFFICE SUPPLIES 101-1004-60400 31.53 SUNLINE TRANSIT AGENCY 111260 05/27/2016 APR -BUS PASSES 101-0000-20305 1,954.50 SUNLINE TRANSIT AGENCY 111260 05/27/2016 APR -BUS PASSES 101-0000-42301 -154.00 TIME WARNER CABLE 111262 05/27/2016 FS#32 CABLE SERVICE 5/16-6 101-2002-61400 65.38 TURNER, CHRISTINA 111263 05/27/2016 REFUND OVERPAMENT 101-0000-42300 22.50 VERIZON WIRELESS 111264 05/27/2016 LQPD WIRELESS 3/26-4/25 101-1007-61301 1,102.40 WELLS FARGO BUSINESS CAR 111266 05/27/2016 APR- VISA CARD PAYMENT 101-3005-60554 628.75 WELLS FARGO BUSINESS CAR 111266 05/27/2016 APR- VISA CARD PAYMENT 101-7001-60320 360.00 WELLS FARGO BUSINESS CAR 111266 05/27/2016 APR- VISA CARD PAYMENT 101-7001-60320 360.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1001-60320 312.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1001-60320 103.51 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1001-60320 94.84 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1001-60320 31.76 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 2.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD. PAYMENT 101-1002-60320 195.96 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 575.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 37.21 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 200.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 84.42 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 50.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 50.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1002-60320 39.92 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-1005-60320 359.20 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-2002-60320 519.45 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-2002-60671 58.54 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-2002-60671 485.30 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-3003-60149 340.20 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-3007-60352 50.00 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-3007-60461 - 271.86 WELLS FARGO BUSINESS CAR 111267 05/27/2016 APR -VISA CARD PAYMENT 101-3007-60461 82.00 Fund 101- GENERAL FUND Total: 138,997.36 Fund: 201- GAS TAX FUND JOHNSON MACHINERY CO. 111237 05/27/2016 EQUIPMENT RENTAL 201-7003-61701 98.46 Fund 201- GAS TAX FUND Total: 98.46 Fund: 202 - LIBRARY FUND IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 202-3004-61101 3,069.22 IMPERIAL IRRIGATION DIST 111235 05/27/2016 ELECTRICITY SERVICE 202-3006-61101 929,40 Fund 202 - LIBRARY FUND Total: 3,998.62 Fund: 215 - LIGHTING & LANDSCAPING FUND ALSCO INC 111200 05/27/2016 UNIFORM RENTAL 215-7004-60690 94.51 COACHELLA VALLEY WATER 111211 05/27/2016 WATER SERVICE 215-7004-61211 4,425.49 DESERT ELECTRIC SUPPLY 111216 05/27/2016 ELECTRICAL MATERIAL 215-7004-60431 60.48 FRONTIER COMMUNICATION 111222 05/27/2016 VERIZON/FRONTIER 4/7-5/6 215-7004-61116 95.33 FRONTIER COMMUNICATION 111222 05/27/2016 VERIZON/FRONTIER 4/10-5/ 215-7004-61116 36.69 KIRKPATRICK LANDSCAPING 111238 05/27/2016 MAY -LANDSCAPE SERVICE 215-7004-60189 38,211.08 LOCK SHOP INC, THE 111241 05/27/2016 KEYS 215-7004-60431 14.26 WALTERS WHOLESALE ELECT 111265 05/27/2016 ELECTRICAL MATERIAL 215-7004-60431 158.39 Fund 215 - LIGHTING & LANDSCAPING FUND Total: 43,096.23 5/26/2016 7:14:29 PM Page 2 of 5 •: Demand Register Packet: APPKT00743 - DA 5/27/16 Vendor Namp Payment Number , Payment Date Description (Payable) Account Number Amount Fund: 218 - CV VIOLENT CRIME TASK FORCE BROCO 111207 05/27/2016 BREACHER TOOL 218-0000-60420 372.61 FRONTIER -GANG TASK FORC 111223 05/27/2016 CLETS LINE 5/13-6/12 218-0000-61302 281.23 NEXTEL GANG TASK FORCE 111244 05/27/2016 CELL PHONE SVC 4/12-5/11 218-0000-61300 38.27 SPARKLETTS GANG TASK FOR 111258 05/27/2016 DRINKING WATER 218-0000-61200 34.00 TAPP, MICHAEL 111261 OS/27/2016 WATER DISPENCER/WATER 218-0000-61200 135.02 Fund 218 - CV VIOLENT CRIME TASK FORCE Total: 861.13 Fund: 221 - AB 939 SHRED -IT USA - SAN BERNAD 111256 05/27/2016 SHRED EVENT 4/9/16 221-0000-33220 900.00 SHRED -IT USA - SAN BERNAD 111256 05/27/2016 CREDIT FOR 4/9/16 221-0000-33220 -250.00 Fund 221- AB 939 Total: 650.00 Fund: 248 - SA 2004 LO/MOD BOND FUND ALTUM GROUP, THE 111201 05/27/2016 ENGINEERING SVC -WASH A 248-0000-60185 11,072.50 Fund 248 - SA 2004 LO/MOD BOND FUND Total: 11,072.50 Fund: 270 - ART IN PUBLIC PLACES FUND PALMS TO PINES CANVAS 111246 05/27/2016 WC AWNING FOR ART 270-0000-74800 1,566.00 Fund 270 - ART IN PUBLIC PLACES FUND Total: 1,566.00 Fund: 401- CAPITAL IMPROVEMENT PROGRAMS GOLDEN VALLEY CONSTRUCT 111227 05/27/2016 LIBRARY PKING/LNDSCP 201 401-0000-60188 20,804.48 HERMANN DESIGN GROUP 1 111232 05/27/2016 DESIGN-FB PARK PKWY & ME 401-0000-60185 1,432.50 HERMANN DESIGN GROUP 1 111232 05/27/2016 DESIGN- YMCA LANDSCAPE 401-0000-60185 1,975.00 HERMANN DESIGN GROUP 1 111232 05/27/2016 DESIGN- OASIS TRAIL 401-0000-60185 1,210.00 Fund 401- CAPITAL IMPROVEMENT PROGRAMS Total: 25,421.98 Fund: 501- EQUIPMENT REPLACEMENT AUTOZONE 111205 05/27/2016 TK#64 SWEEPER PARTS 501-0000-60678 21.37 RAN AUTO DETAIL 111252 05/27/2016 CAR WASH 5/14/16 501-0000-43430 674.00 Fund 501- EQUIPMENT REPLACEMENT Total: 695.37 Fund: 502 - INFORMATION TECHNOLOGY APPLE FINANCIAL SERVICES 111203 05/27/2016 MAY-IPAD LEASE #21 502-0000-80100 429.70 CDW GOVERNMENT INC 111208 05/27/2016 PHONE CASE 502-0000-60421 68.18 CDW GOVERNMENT INC 111208 05/27/2016 PHONE HOLSTERS 502-0000-60421 93.01 PLUG & PAY TECHNOLOGIES 1 111247 05/27/2016 APR- CREDIT CARD FEES 502-0000-60122 20.00 SIGMANET 111257 05/27/2016 APR- RIM MGMT SVC 502-0000-60104 13,050.00 SIGMANET 111257 05/27/2016 MAY- RIM SERVICE 502-0000-60104 13,050.00 TIME WARNER CABLE 111262 05/27/2016 CITY HALL FIBER 5/10-6/09 502-0000-61400 1,560.00 TIME WARNER CABLE 111262 05/27/2016 WC CABLE 5/13-6/12 502-0000-61400 121.93 Fund 502 - INFORMATION TECHNOLOGY Total: 28,392.82 Fund: 601- SILVERROCK RESORT GCSAA 111226 05/27/2016 GOLF ASSOC MEMBERSHIP 7 601-0000-60351 375.00 Fund 601- SILVERROCK RESORT Total: 375.00 Grand Total: 255,225.47 5/26/2016 7:14:29 PM Page 3 of 5 •• Demand Register Packet: APPKT00743 - DA 5/27/16 Fund Summary Fund 101-GENERAL FUND 201- GAS TAX FUND 202 - LIBRARY FUND 215 - LIGHTING & LANDSCAPING FUND 218 - CV VIOLENT CRIME TASK FORCE 221- AB 939 248 - SA 2004 LO/MOD BOND FUND 270 - ART IN PUBLIC PLACES FUND 401- CAPITAL IMPROVEMENT PROGRAMS 501- EQUIPMENT REPLACEMENT 502 - INFORMATION TECHNOLOGY 601- SILVERROCK RESORT Account Number 101-0000-20305 101-0000-22810 101-0000-22830 101-0000-42200 101-0000-42300 101-0000-42301 101-1001-60320 101-1002-60101 101-1002-60320 101-1002-60400 101-1004-60104 101-1004-60125 101-1004-60322 101-1004-60400 101-1005-60320 101-1006-60104 101-1006-60106 101-1007-60402 101-1007-61300 101-1007-61301 101-2001-36280 101-2001-60175 101-2001-60176 101-2001-61300 101-2002-60320 101-2002-60410 101-2002-60670 101-2002-60671 101-2002-61101 101-2002-61200 101-2002-61400 101-3001-60400 101-3001-60510 101-3002-60115 101-3002-60352 101-3002-60420 101-3003-60149 101-3005-60554 101-3005-61102 101-3005-61103 101-3005-61105 101-3005-61109 101-3005-61111 Grand Total: Account Summary Account Name Due to SunLine Developer Deposits Miscellaneous Deposits Leisure Enrichment Cash Over/Short Miscellaneous Revenue Travel & Training Contract Services - Admi Travel & Training Office Supplies Consultants Temporary Agency Servi Training & Education/M Office Supplies Travel & Training Consultants Auditors Forms Utilities - Telephone Mobile/Cell Phones Booking Fees Special Enforcement Fun Sheriff - Other Utilities - Telephone Travel & Training Printing Fire Station Repair & Maintenance - Utilities - Electricity Utilities - Water Utilities - Cable Office Supplies Contingency Janitorial Subscriptions & Publicati Operating Supplies Special Events LQ Park Building Utilities - Electric - Monti Utilities - Electric - Civic Utilities - Electric - Fritz Utilities - Electric - Com Utilities - Electric - Velas Expense Amount 138,997.36 98.46 3,998.62 43,096.23 861.13 650.00 11,072.50 1,566.00 25,421.98 695.37 28,392.82 375.00 255,225.47 Expense Amount 1,954.50 18,900.00 600.00 25.00 1,506.50 -154.00 542.11 24,840.00 1,234.51 20.95 195.00 327.60 1,032.78 31.53 359.20 1,854.25 14,000.00 563.97 428.14 1,102.40 9,793.86 146.67 100.00 281.23 519.45 60.54 1,751.92 543.84 710.16 60.46 65.38 -5.39 1,000.00 133.06 32.31 290.09 539.64 628.75 13.59 2,570.16 844.49 2,328.15 15.82 5/26/2016 7:14:29 PM Page 4 of 5 70 Demand Register Packet: APPKT00743 - DA 5/27/16 Account Summary Account Number Account Name Expense Amount 101-3005-61113 Utilities - Electric - Eisen 23.92 101-3005-61114 Utilities - Electric - Deser 12.68 101-3005-61203 Utilities - Water -Eisenho 49.24 101-3005-61205 Utilities - Water -Velasco 31.32 101-3005-61206 Utilities - Water -Desert 103.02 101-3007-60352 Subscriptions & Publicati 50.00 101-3007-60461 Marketing & Tourism Pr 24,683.09 101-3008-60108 Technical 175.00 101-3008-60420 Operating Supplies 34.26 101-3008-61101 Utilities - Electricity 6,570.97 101-6004-31190 Admin Citation Services 1,878.60 101-6004-60690 Uniforms 87.48 101-6004-61190 Admin Citation Services 10,781.74 101-7001-60320 Travel &Training 720.00 101-7006-43132 Vacant Land Dust Contro 30.00 101-7006-60104 Consultants 1,912.42 101-7006-60351 Membership Dues 65.00 201-7003-61701 Equipment Rental 98.46 202-3004-61101 Utilities - Electricity 3,069.22 202-3006-61101 Utilities - Electricity 929.40 215-7004-60189 Technical 38,211.08 215-7004-60431 Materials 233.13 215-7004-60690 Uniforms 94.51 215-7004-61116 Utilities - Electric - Signal 132.02 215-7004-61211 Utilities - Water - Media 4,425.49 218-0000-60420 Operating Expenses 372.61 218-0000-61200 Utilities - Water 169.02 218-0000-61300 Utilities -Telephone 38.27 218-0000-61302 CLET Line 281.23 221-0000-33220 AB 939 Recycling 650.00 248-0000-60185 Design 11,072.50 270-0000-74800 Art Purchases 1,566.00 401-0000-60185 Design 4,617.50 401-0000-60188 Construction 20,804.48 501-0000-43430 Car Washes 674.00 501-0000-60678 Street Sweeper 21.37 502-0000-60104 Consultants 26,100.00 502-0000-60122 Credit Card Fee 20.00 502-0000-60421 Supplies -Software 161.19 502-0000-61400 Utilities - Cable 1,681.93 502-0000-80100 Machinery & Equipment 429.70 601-0000-60351 Membership Dues 375.00 Grand Total: 255,225.47 Project Account Summary Project Account Key Expense Amount **None** 199,830.99 14-004E 18,900.00 141501D 1,975.00 141513CT 20,804.48 151611D 1,210.00 151613D 1,432.50 999901D 11,072.50 Grand Total: 255,225.47 5/26/2016 7:14:29 PM Page 5 of 5 71 -M� Demand Register City of La Quinta, CA Packet: APPKT00748 - DA 6/3/16 f Vendor Name Payment Number Payment Date Description (Payable) Account Number Amount Fund: 101-GENERAL FUND 255 VTL PALIZADA LLC 111268 06/03/2016 REFUND OVERPAYMENT 101-0000-42300 870.00 ALVAREZ, MARIA ISABEL 111269 06/03/2016 INSTRUCTOR PAYMENT 101-3002-60107 23.80 AYON, UBALDO 111270 06/03/2016 TRAVEL REIMB 101-7006-60320 262.48 CALIFORNIA CITY MANAGEM 111272 06/03/2016 FY 2016-17 MEMBERSHIP 101-1002-60351 400.00 CALPERS LONG-TERM CARE 111273 06/03/2016 LONG TERM CARE 101-0000-20949 144.16 CAPITAL ONE COMMERCIAL 111274 06/03/2016 PUBLIC SERVICE WEEK SUPP 101-7001-60420 25.18 CASSEL, LLORA 111275 06/03/2016 INSTRUCTOR PAYMENT 101-3002-60107 22.40 CASSEL, LLORA 111275 06/03/2016 INSTRUCTOR PAYMENT 101-3003-60107 22.40 CIGNA HEALTH CARE 111276 06/03/2016 JUN- DENTAL INSURANCE 101-0000-20943 7,Q58.43 COACHELLA VALLEY WATER 111278 06/03/2016 WATER SERVICE 101-3005-61207 223.66 COACHELLA VALLEY WATER 111278 06/03/2016 WATER SERVICE 101-7006-60146 301.01 CONSERVE LANDCARE 111279 06/03/2016 CC CAMPUS LAKE REPAIR 101-3005-60424 834.00 DAIOHS FIRST CHOICE SERVI 111280 06/03/2016 COFFEE SUPPLIES 101-1007-60403 132.50 DAVIS, JANE 111281 06/03/2016 REFUND OVERPAYMENT 101-0000-42300 6.00 DSS CORPORATION 111282 06/03/2016 JUL'16-JUN'17 MAINT AGREE 101-1005-60103 528.58 FRANCHISE TAX BOARD 111284 06/03/2016 GARNISHMENT 101-0000-20985 125.00 GRAPHTEK INTERACTIVE 111285 06/03/2016 DIGITAL MARKETING SERVIC 101-3007-60461 11,500.00 KEPLER, KRISTOFFER 111288 06/03/2016 INSTRUCTOR PAYMENT 101-3002-60107 72.00 KLEIN, SANDRA 111289 06/03/2016 INSTRUCTOR PAYMENT 101-3003-60107 255.50 MISELL, STACY 111291 06/03/2016 INSTRUCTOR PAYMENT 101-3002-60107 49.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 101-7001-60104 6,644.53 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 101-7006-60104 11,700.00 NV5 111293 06/03/2016 CONT SVC 11/29/15-12/31/1 101-7006-60104 6,555.00 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 3/11/16 101-6001-60125 419.04 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 04/01/16 101-6001-60125 419.04 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 04/08/16 101-6001-60125 419.04 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 4/15/16 101-6001-60125 279.36 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 4/22/16 101-6001-60125 410.31 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 4/29/16 101-6001-60125 410.31 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 5/06/16 101-6001-60125 419.04 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 5/13/16 101-6001-60125 375.39 OFFICE TEAM 111294 06/03/2016 TEMP STAFFING 5/20/16 101-6001-60125 279.36 PANDA EXPRESS 111296 06/03/2016 WC LUNCHEON 6/9/16 101-3002-60420 440.64 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 02/05/16 101-6001-60125 749.62 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 2/12/16 101-6001-60125 891.70 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 2/26/16 101-6001-60125 678.58 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 3/11/16 101-6001-60125 678.58 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 3/18/16 101-6001-60125 536.50 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 3/25/16 101-6001-60125 678.58 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/1/16 101-6001-60125 678.58 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/8/16 101-6001-60125 539.46 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/15/16 101-6001-60125 574.24 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/22/16 101-6001-60125 559.44 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/29/16 101-6001-60125 255.30 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 4/29/16 101-6001-60125 944.98 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 5/13/16 101-6001-60125 323.38 PROPER SOLUTIONS INC 111297 06/03/2016 TEMP STAFFING 5/13/16 101-6001-60125 346.32 PRYOR SEMINARS, FRED 111298 06/03/2016 EXCELSEMINAR- CAMPOS 101-1006-60320 149.00 PRYOR SEMINARS, FRED 111298 06/03/2016 WEBINAR 101-6001-60320 99.00 RIVERSIDE COUNTY SHERIFF' 111299 06/03/2016 GARNISHMENT 101-0000-20985 318.57 RIVERSIDE DEPARTMENT OF 111300 06/03/2016 GARNISHMENT 101-0000-20985 200.00 ROGERS, ANDERSON, MALO 111302 06/03/2016 FEB - PROFESSIONAL SERVIC 101-1006-60103 1,078.00 ROGERS, ANDERSON, MALO 111302 06/03/2016 MAR - PROFESSIONAL SERVI 101-1006-60103 5,537.00 6/3/2016 6:03:56 PM Page 1 of 5 72 Demand Register Packet: APPKT00748 - DA 6/3/16 Vendor Name Payment Number payment Date Description (Payable) Account Number Amount ROJAS, MIGUEL ANGEL 111303 06/03/2016 INSTRUCTOR PAYMENT 101-3003-60107 777.70 SHIRY, TERESA 111305 06/03/2016 INSTRUCTOR PAYMENT 101-3003-60107 189.00 SOUTHERN CALIFORNIA ASS 111306 06/03/2016 FY 16/17 ASSESSMENT DUES 101-0000-13600 4,007.00 STANDARD INSURANCE COM 111307 06/03/2016 JUNE - ADDT LIFE INSURANC 101-0000-20948 287.97 STAPLES ADVANTAGE 111308 06/03/2016 OFFICE SUPPLIES 101-1006-60400 86.39 STAPLES ADVANTAGE 111308 06/03/2016 OFFICE SUPPLIES 101-1006-60400 16.18 STAPLES ADVANTAGE 111308 06/03/2016 OFFICE SUPPLIES 101-1006-60400 76.37 TASC - FEES 111310 06/03/2016 TASC FEES 7/1-9/30 101-0000-20946 195.78 TASC - FEES 111310 06/03/2016 TASC FEES CREDIT 101-0000-20946 -52.80 TOTALFUNDS BY HASLER 111312 06/03/2016 CITY WIDE POSTAGE 101-1007-60470 4,052.79 TRUE, ARTHUR ALLEN 111313 06/03/2016 INSTRUCTOR PAYMENT 101-3003-60107 49.00 UNITED WAY OF THE DESERT 111314 06/03/2016 CONTRIBUTION 101-0000-20981 30.00 VIATRON SYSTEMS INC 111315 06/03/2016 SCANNING SERVICE 101-1005-60103 17,625.26 VISION SERVICE PLAN - (CA) 111316 06/03/2016 JUN -VISION INSURANCE 101-0000-20945 1,405.06 WALMART COMMUNITY 111317 06/03/2016 WALMART4/26-5/11 101-2002-60406 70.83 WALMART COMMUNITY 111317 06/03/2016 WALMART 4/26-5/11 101-2002-60406 8.00 WALMART COMMUNITY 111317 06/03/2016 WALMART 4/26-5/11 101-3002-60420 103.20 WALMART COMMUNITY 111317 06/03/2016 WALMART4/26-5/11 101-3003-60149 39.14 WALMART COMMUNITY 111317 06/03/2016 WALMART 4/26-5/11 101-3003-60420 369.36 WALMART COMMUNITY 111317 06/03/2016 WALMART4/26-5/11 101-3003-60420 40.00 WALMART COMMUNITY 111317 06/03/2016 WALMART4/26-5/11 101-3007-60461 77.75 WILLDAN 111318 06/03/2016 PROFESSIONAL SVC 4/29/16 101-7001-60104 770.00 Fund 101- GENERAL FUND Total: 97,667.97 Fund: 201- GAS TAX FUND IMPERIAL IRRIGATION DIST 111287 06/03/2016 ELECTRICITY SERVICE 201-7003-61101 730.63 KRIBBS, BRUCE 111290 06/03/2016 STORM DRAIN FIX 201-7003-60672 250.00 TOPS'N BARRICADES INC 111311 06/03/2016 BARRICADES 201-7003-60428 247.64 Fund 201- GAS TAX FUND Total: 1,228.27 Fund: 202 - LIBRARY FUND STOIANOVICI, TOMA 111309 06/03/2016 BROKEN BLIND REPAIR 202-3006-60691 43.20 Fund 202 - LIBRARY FUND Total: 43.20 Fund: 215 - LIGHTING & LANDSCAPING FUND IMPERIAL IRRIGATION DIST 111287 06/03/2016 ELECTRICITY SERVICE 215-7004-61116 4,334.42 IMPERIAL IRRIGATION DIST 111287 06/03/2016 ELECTRICITY SERVICE 215-7004-61117 2,029.12 Fund 215 - LIGHTING & LANDSCAPING FUND Total: 6,363.54 Fund: 401- CAPITAL IMPROVEMENT PROGRAMS BENGAL ENGINEERING INC 111271 06/03/2016 DESIGN 2/6/16-3/4/16 401-0000-60185 780.00 BENGAL ENGINEERING INC 111271 06/03/2016 DESIGN THROUGH 2/29/15 401-0000-60185 6,006.72 BENGAL ENGINEERING INC 111271 06/03/2016 DESIGN 4/9/16-5/13/16 401-0000-60185 1,619.40 BENGAL ENGINEERING INC 111271 06/03/2016 DESIGN THROUGH 4/30/16 401-0000-60185 4,781.65 CITY OF LA QUINTA 111277 06/03/2016 PARCEL MAP 37140 WSA FEE 401-1813-60185 3,481.00 ECONOLITE CONTROL PROD 111283 06/03/2016 ANTENNA POWER SUPPLY 401-0000-60188 363.96 HEPTAGON SEVEN CONSULTI 111286 06/03/2016 DESIGN 2/20/16-4/15/16 401-0000-60185 6,560.90 HEPTAGON SEVEN CONSULTI 111286 06/03/2016 DESIGN 2/20/16-4/15/16 401-0000-60185 6,618.90 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 2,225.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 1,740.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 164.78 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 1,080.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 1,032.50 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 725.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 2,405.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 1,807.50 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 357.50 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 852.50 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 1,500.00 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60103 852.50 NAI CONSULTING INC 111292 06/03/2016 APR- PROFESSIONAL SERVIC 401-0000-60185 2,175.00 OMNIS 111295 06/03/2016 DESGN 2/25/16-5/17/16 401-0000-60185 6,650.00 Fund 401- CAPITAL IMPROVEMENT PROGRAMS Total: 53,779.81 6/3/2016 6:03:56 PM Page 2 of 5 73 Demand Register Packet: APPKT00748 - DA 6/3/16 Vendor Name Payment Number Payment Date Oescription (Payable) Account Number Amount Fund: 501- EQUIPMENT REPLACEMENT SAM'S CYCLE SERVICE 111304 06/03/2016 06 HONDA MAINT ST1300 501-0000-60679 1,996.59 Fund 501- EQUIPMENT REPLACEMENT Total: 1,996.59 Fund: 502 - INFORMATION TECHNOLOGY ROBERT HALF TECHNOLOGY 111301 06/03/2016 REPORT WRITING SVC 3/11/ 502-0000-60125 1,507.20 ROBERT HALF TECHNOLOGY 111301 06/03/2016 REPORT WRITING 3/18/16 502-0000-60125 1,884.00 ROBERT HALF TECHNOLOGY 111301 06/03/2016 REPORT WRITING SVC 3/25/ 502-0000-60125 1,884.00 ROBERT HALF TECHNOLOGY 111301 06/03/2016 REPORT WRITING SVC 3/28- 502-0000-60125 1,884.00 ROBERT HALF TECHNOLOGY 111301 06/03/2016 REPORT WRITING SVC 4/4-4/ 502-0000-60125 1,577.85 Fund 502 - INFORMATION TECHNOLOGY Total: 8,737.05 Grand Total: 169,816.43 6/3/2016 6:03:56 PM Page 3 of 5 74 Demand Register Packet: APPKT00748 - DA 6/3/16 Fund Summary Fund Expense Amount 101- GENERAL FUND 97,667.97 201- GAS TAX FUND 1,228.27 202 - LIBRARY FUND 43.20 215 - LIGHTING & LANDSCAPING FUND 6,363.54 401- CAPITAL IMPROVEMENT PROGRAMS 53,779.81 501- EQUIPMENT REPLACEMENT 1,996.59 502 - INFORMATION TECHNOLOGY 8,737.05 Grand Total: 169,816.43 Account Summary Account Number Account Name Expense Amount 101-0000-13600 Prepaid Expense 4,007.00 101-0000-20943 Dental Insurance Pay 7,058.43 101-0000-20945 Vision Insurance Pay 1,405.06 101-0000-20946 Flex Compensation Paya 142.98 101-0000-20948 Add'I Life Insurance Pay 287.97 101-0000-20949 LT Care Insurance Pay 144.16 101-0000-20981 United Way Deductions 30.00 101-0000-20985 Garnishments Payable 643.57 101-0000-42300 Cash Over/Short 876.00 101-1002-60351 Membership Dues 400.00 101-1005-60103 Professional Services 18,153.84 101-1006-60103 Professional Services 6,615.00 101-1006-60320 Travel & Training 149.00 101-1006-60400 Office Supplies 178.94 101-1007-60403 Citywide Conf Room Sup 132.50 101-1007-60470 Postage 4,052.79 101-2002-60406 Disaster Prep Supplies 78.83 101-3002-60107 Instructors 167.20 101-3002-60420 Operating Supplies 543.84 101-3003-60107 Instructors 1,293.60 101-3003-60149 Special Events 39.14 101-3003-60420 Operating Supplies 409.36 101-3005-60424 Materials - Irrigation & L 834.00 101-3005-61207 Utilities - Water -Pioneer 223.66 101-3007-60461 Marketing & Tourism Pr 11,577.75 101-6001-60125 Temporary Agency Servi 11,866.15 101-6001-60320 Travel & Training 99.00 101-7001-60104 Consultants 7,414.53 101-7001-60420 Operating Supplies 25.18 101-7006-60104 Consultants 18,255.00 101-7006-60146 PM 10 SilverRock 301.01 101-7006-60320 Travel & Training 262.48 201-7003-60428 Barricades 247.64 201-7003-60672 Storm Drains 250.00 201-7003-61101 Utilities - Electricity 730.63 202-3006-60691 Repair & Maintenance 43.20 215-7004-61116 Utilities - Electric - Signal 4,334.42 215-7004-61117 Utilities - Electric - Medi 2,029.12 401-0000-60103 Professional Services 14,742.28 401-0000-60185 Design 35,192.57 401-0000-60188 Construction 363.96 401-1813-60185 Design 3,481.00 501-0000-60679 Motorcycle Repair & Ma 1,996.59 502-0000-60125 Temporary Agency Servi 8,737.05 Grand Total: 169,816.43 6/3/2016 6:03:56 PM Page 4 of 5 75 Demand Register Packet: APPKT00748 - DA 6/3/16 Project Account Summary Project Account Key Expense Amount **None** 116,036.62 091002D 2,175.00 091004D 2,399.40 091004P 1,080.00 111205D 10,788.37 111205P 1,032.50 121307D 6,650.00 121307P 2,225.00 131402 P 164.78 131407CT 363.96 141512D 6,560.90 141512P 852.50 151601P 357.50 151602P 725.00 151603P 2,405.00 151604P 1,807.50 151606D 6,618.90 151606P 852.50 151611P 1,500.00 151612P 1,740.00 999901D 3,481.00 Grand Total: 169,816.43 6/3/2016 6:03:56 PM Page 5 of 5 76 Demand Register City of La quinta, CA Packet: APPKT00753 - DA 6/10/16 Vendor Name Payment Number Payment Date Description (Payable) Account Number Amount Fund: 101-GENERAL FUND 12MILESOUT.COM 111319 06/10/2016 MAY- COUNCIL MEETING VID 101-3008-60108 800.00 ACCOUNTEMPS 111320 06/10/2016 TEMP STAFFING WKEND 5/2 101-1004-60125 514.80 ALTUM GROUP, THE 111322 06/10/2016 VILLAGE EIR 101-6002-60103 12,009.44 ALTUM GROUP, THE 111322 06/10/2016 VILLAGE EIR 101-6002-60103 22,079.95 AMERICAN FORENSIC NURSE 111323 06/10/2016 BLOOD ALCOHOL TESTING 101-2001-36310 120.00 AMERIPRIDE SERVICES INC 111324 06/10/2016 WC JANITORIAL5/12-5/26 101-3002-60115 133.06 CALIBER 111326 06/10/2016 POLO SHIRTS 101-2001-60109 380.16 CAMPOS, KARLA 111327 06/10/2016 FITNESS REIMB 101-1004-60104 40.00 CAPITAL ONE COMMERCIAL 111328 06/10/2016 PILLARS COMMUNITY SUPPL 101-3003-60149 80.97 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 101-3005-61209 534.08 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 101-7006-60146 475.67 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 101-3002-61200 187.22 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 101-3005-61204 535.24 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 101-3008-61200 114.54 DAIOHS FIRST CHOICE SERVI 111331 06/10/2016 COFFEE SUPPLIES 101-1007-60403 226.96 DDL TRAFFIC INC. 111332 06/10/2016 SPEEDCHECK SIGN 101-7001-60104 6,081.84 DEPARTMENT OF ANIMAL SE 111334 06/10/2016 FEB- CONTRACTSERVICES 101-6004-51070 12,169.41 DEPARTMENT OF JUSTICE 111335 06/10/2016 FINGERPRINTS 101-1004-60103 192.00 DESERT CONCEPTS CONSTRU 111336 06/10/2016 FS#70 ROOF REPAIR 101-2002-60670 450.00 DOOR TECH, LLC 111338 06/10/2016 WC DOOR MAINTENANCE 101-3002-60691 350.00 FOSTER, EVAN 111341 06/10/2016 CITATION REFUND 101-6004-60111 330.00 FRONTIER-INTERNET 111343 06/10/2016 INTERNET SERVICE 5/25-6/2 101-1007-61300 79.99 GARDAWORLD 111345 06/10/2016 ARMORED TRANSPORTATIO 101-1006-60103 101.03 GAS COMPANY, THE 111346 06/10/2016 GAS 4/22-5/23 101-3008-61100 130.35 GAS COMPANY, THE 111346 06/10/2016 WC GAS 4/22-5/23 101-3002-61100 67.25 GOMEZ, MADELINE 111347 06/10/2016 CITATION REFUND 101-6004-61190 305.00 GRAINGER 111348 06/10/2016 TOILET REPAIR 101-3008-60691 53.57 HAMMER PUMPING INC 111349 06/10/2016 REFUND OVERPAYMENT 101-0000-42300 50.00 HENSON CONSULTING GROU 111351 06/10/2016 CONSULTING SERVICES 101-1002-60101 4,900.00 IMPERIAL IRRIGATION DIST 111353 06/10/2016 WC ELECTRICITY SVC 101-3002-61101 2,031.73 IMPERIAL IRRIGATION DIST 111355 06/10/2016 ELECTRICITY SERVICE 101-2002-61101 734.87 IMPERIAL IRRIGATION DIST 111355 06/10/2016 ELECTRICITY SERVICE 101-3005-61106 2,142.89 IMPERIAL IRRIGATION DIST 111355 06/10/2016 ELECTRICITY SERVICE 101-3005-61109 79.51 IMPERIAL IRRIGATION DIST 111355 06/10/2016 ELECTRICITY SERVICE 101-3005-61110 52.87 JAZ LANDSCAPING INC 111357 06/10/2016 REFUND OVERPAYMENT 101-0000-42300 26.00 JNS MEDIA SPECIALISTS 111358 06/10/2016 MAY-JUNE MARKETING 101-3007-60461 2,418.75 LA QUINTA FARMS LLC 111359 06/10/2016 SRR PM10 101-7006-60146 23,313.81 LAVOIE, MICHAEL 111361 06/10/2016 REFUND OVERPAYMENT 101-0000-42300 12.00 MCDOWELLAWARDS 111363 06/10/2016 MEMORIALTREE PLAQUES 101-3005-60557 149.04 MIGNOGNA, BOB 111364 06/10/2016 CC REIMBURSEMENT 101-3008-60667 96.34 MOUNTAIN VIEW RETREAT L 111366 06/10/2016 REFUND OVERPAYMENT 101-0000-42300 1,430.00 NI GOVERNMENT SERVICES I 111368 06/10/2016 APR - SATELLITE PHONES 101-2002-61304 154.75 OFFICE DEPOT 111369 06/10/2016 OFFICE SUPPLIES 101-3001-60400 26.62 POLAR BARR AIR CONDITION 111373 06/10/2016 AC REPAIR 101-3005-60555 354.00 POLAR BARR AIR CONDITION 111373 06/10/2016 A/C REPAIR 101-3005-60555 354.00 PSOMAS INC 111374 06/10/2016 APR - CONT INSPECTIONS 101-7006-60104 14,728.00 RASA/ERIC NELSON 111376 06/10/2016 FPM 2016-0002 101-7002-60183 350.00 RASA/ERIC NELSON 111376 06/10/2016 PM 2016-0003 101-7002-60183 380.00 RASA/ERIC NELSON 111376 06/10/2016 PM 2016-0003 101-7002-60183 380.00 RIVERSIDE COUNTY SHERIFF' 111377 06/10/2016 CRIME PREVENTION CARDS 101-2001-60109 309.15 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-20306 3.00 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-20308 7.71 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42400 33.04 6/9/2016 6:59:53 PM Page 1 of 5 77 Demand Register Packet: APPKT00753 - DA 6/10/16 Vendor Name Payment Number Payment Date Desyription (Payable) Account Number Amount, RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42401 48.36 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42401 24.17 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42402 36.26 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42402 36.26 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42600 24.17 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42600 24.17 RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42600 48.36 RREF II-CWC LAC. LLC 111378 06/10/2016 BLDG PERMIT 101-0000-42600 75.52 SCOTT, ANGELA 111379 06/10/2016 TUITION REIMB 101-1004-60322 302.25 SEWELL, MARIO 111380 06/10/2016 CLASS REFUND 101-0000-42214 40.00 SHRED -IT USA- SANBERNAD 111381 06/10/2016 MAY - LQPDSHREDDING 101-2001-60109 17.95 SINATRA, BARBARA CHILDRE 111383 06/10/2016 SEXUALASSAULT EXAM 101-2001-60193 231.00 SPARKLETTS 111384 06/10/2016 DRINKING WATER 101-7001-60400 350.95 SPENCER, NANCY 111385 06/10/2016 CLASS REFUND 101-0000-42214 40.00 STAPLES ADVANTAGE 111386 06/10/2016 CREDIT 101-3001-60400 -7.32 STAPLES ADVANTAGE 111386 06/10/2016 OFFICE SUPPLIES 101-1007-60402 23.21 STAPLES ADVANTAGE 111386 06/10/2016 OFFICE SUPPLIES 101-1006-60400 65.85 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-1007-61300 49.64 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-1007-61300 396.18 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-1007-61300 284.40 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-1007-61300 570.24 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-1007-61300 500.40 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-2002-61300 1,084.98 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-3001-60184 47.40 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-3005-60554 237.00 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 101-3005-61204 47.40 TOP OF THE LINE SIGNS 111389 06/10/2016 CAR DECALS 101-2001-60175 1,101.60 TRAFFEX ENGINEERS INC 111391 06/10/2016 MAY - PROFESSIONAL SERVIC 101-7006-60144 17,962.50 US TREASURY 111393 06/10/2016 CADET ACADEMY MEALS 101-2001-60175 286.65 VACATION RENTAL COMPLIA 111394 06/10/2016 MAY -STVRP 101-6001-60103 3,720.00 VALLEY PLUMBING 111395 06/10/2016 SPORTS COMPLEX MAINT 101-3005-60555 108.00 VINTAGE ASSOCIATES 111396 06/10/2016 LQ ROTARY REPLACEMENT T 101-3005-60423 69.12 WALTERS WHOLESALE ELECT 111397 06/10/2016 LIGHT PARTS 101-3008-60691 135.01 WALTERS WHOLESALE ELECT 111397 06/10/2016 ELECTRICAL 101-3008-60691 76.61 TASC - FEES DFT0001060C((J�%�) 06/10/2016 05/20/16PAYR0LL 101-0000-20946 1,038.52 Fund 101- GENERAL FUND Total: 142,157.42 Fund: 201- GAS TAX FUND ALSCO INC 111321 06/10/2016 UNIFORM RENTAL 201-7003-60690 94.51 Fund 201- GAS TAX FUND Total: 94.51 Fund: 202 - LIBRARY FUND FRONTIER COMMUNICATION 111342 06/10/2016 MUSEUM PHONE SVC 5/13-6 202-3006-61300 109.75 GAS COMPANY, THE 111346 06/10/2016 LIBRARY GAS 4/22-5/23 202-3004-61100 19.01 LUXE WATER SOLUTIONS LLC 111362 06/10/2016 WATER FOUNTAIN RENTAL 202-3006-61200 37.80 TELEPACIFIC COMMUNICATI 111387 06/10/2016 TELEPACIFIC 5/23-6/22 202-3006-61300 47.40 Fund 202 - LIBRARY FUND Total: 213.96 Fund: 215 - LIGHTING & LANDSCAPING FUND ALSCO INC 111321 06/10/2016 UNIFORM RENTAL 215-7004-60690 94.51 COACHELLA VALLEY WATER 111330 06/10/2016 WATER SERVICE 215-7004-61211 7,383.79 DESERT ELECTRIC SUPPLY 111337 06/10/2016 IRRIGATION SUPPLIES 215-7004-60431 47.81 DESERT ELECTRICSUPPLY 111337 06/10/2016 ELECTRICAL SUPPLIES 215-7004-60431 301.32 DESERT ELECTRIC SUPPLY 111337 06/10/2016 CREDIT 215-7004-60431 -301.32 DESERT ELECTRIC SUPPLY 111337 06/10/2016 ELECTRICAL SUPPLES 215-7004-60431 11.07 DESERT ELECTRIC SUPPLY 111337 06/10/2016 ELECTRICAL SUPPLIES 215-7004-60431 36.17 FRONTIER COMMUNICATION 111342 06/10/2016 VERIZON/FRONTIER 5/7-6/6 215-7004-61116 95.87 FRONTIER COMMUNICATION 111342 06/10/2016 VERIZON/FRONTIER 5/10-6/ 215-7004-60189 36.69 HD SUPPLY CONSTRUCTION 111350 06/10/2016 SUPPLIES 215-7004-60431 75.57 IMPERIAL IRRIGATION DIST 111354 06/10/2016 ELECTRICITY SERVICE 215-7004-61116 902.56 IMPERIAL IRRIGATION DIST 111354 06/10/2016 ELECTRICITY SERVICE 215-7004-61117 451.96 IMPERIAL IRRIGATION DIST 111356 06/10/2016 ELECTRICITY SERVICE 215-7004-61116 804.77 6/9/2016 6:59:53 PM Page 2 of 5 78 Demand Register Packet: APPKT00753 - DA 6/10/16 Vendor Name Payment Number Payment Date . Description (Payable) Account Number Amount IMPERIAL IRRIGATION DIST 111356 06/10/2016 ELECTRICITY SERVICE 215-7004-61117 63.32 LASALLE LIGHTING SERVICES 111360 06/10/2016 ELECTRICAL SERVICE 215-7004-60104 6,930.00 MOWERS PLUS INC 111367 06/10/2016 IRRIGATION REPAIR 215-7004-60431 186.31 PLANIT REPROGRAPHICS SYS 111371 06/10/2016 LANDSCAPE SPECS 2015-17 215-7004-60189 46.82 TELEPACIFICCOMMUNICATI 111387 06/10/2016 TELEPACIFIC5/23-6/22 215-7004-60189 47.40 TELEPACIFICCOMMUNICATI 111387 06/10/2016 TELEPACIFIC5/23-6/22 215-7004-60189 47.40 VINTAGE ASSOCIATES 111396 06/10/2016 PLANTS 215-7004-60420 102.34 VINTAGE ASSOCIATES 111396 06/10/2016 PLANTS 215-7004-60420 30.70 VINTAGE ASSOCIATES 111396 06/10/2016 PLANTS 215-7004-60420 69.12 WALTERS WHOLESALE ELECT 111397 06/10/2016 ELECTRICAL 215-7004-60431 80.25 Fund 215 - LIGHTING & LANDSCAPING FUND Total: 17,544.43 Fund: 241- HOUSING AUTHORITY CAHA,BECKY 111325 06/10/2016 MAY -PAI HA CONSULTANT 241-9101-60103 4,200.00 DUNE PALMS MAINTENANCE 111339 06/10/2016 ASSOCIATION DUES 2016 241-9101-60103 138.75 Fund 241- HOUSING AUTHORITY Total: 4,338.75 Fund: 248 - SA 2004 LO/MOD BOND FUND ALTUM GROUP, THE 111322 06/10/2016 DESIGN - WSA SERVICES 248-0000-60185 16,472.50 Fund 248 - SA 2004 LO/MOD BOND FUND Total: 16,472.50 Fund: 270 - ART IN PUBLIC PLACES FUND RREF II-CWC LAQ LLC 111378 06/10/2016 BLDG PERMIT 270-0000-43201 148.29 Fund 270 - ART IN PUBLIC PLACES FUND Total: 148.29 Fund: 401- CAPITAL IMPROVEMENT PROGRAMS HIGH TECH IRRIGATION INC 111352 06/10/2016 CONTROLLER CLOCK 2015-1 401-0000-60188 3,669.85 PLANIT REPROGRAPHICS SYS 111371 06/10/2016 CC - PLANS 2015-05 401-0000-60188 327.24 PSOMAS INC 111374 06/10/2016 APR -CONT INSPECTIONS 401-0000-60108 6,104.00 PSOMAS INC 111374 06/10/2016 APR - CONT INSPECTIONS 401-0000-60108 1,400.00 PSOMAS INC 111374 06/10/2016 APR - CONT INSPECTIONS 401-0000-60108 5,600.00 TRI-STAR CONTRACTING, INC 111392 06/10/2016 JEFFERSON ROUNDABOUT R 401-0000-60188 2,738.05 Fund 401- CAPITAL IMPROVEMENT PROGRAMS Total: 19,839.14 Fund: 501- EQUIPMENT REPLACEMENT CARQUEST 111329 06/10/2016 TK#38 BATTERY REPLACEME 501-0000-60675 99.31 FUELMAN 111344 06/10/2016 APR -FUEL 501-0000-60674 769.02 RAN AUTO DETAIL 111375 06/10/2016 CAR WASH 5/29/16 501-0000-43430 538.00 TOWER ENERGY GROUP 111390 06/10/2016 FUELS/1-5/15 501-0000-60674 1,617.80 Fund 501- EQUIPMENT REPLACEMENT Total: 3,024.13 Fund: 502 - INFORMATION TECHNOLOGY DE LAGE LANDEN PUBLIC FIN 111333 06/10/2016 COVE NETWORK UPGRADE 502-0000-80100 37,915.92 MONOPRICE INC 111365 06/10/2016 COMPUTER SUPPLIES 502-0000-56220 112.95 PCMG INC 111370 06/10/2016 SOFTWARE LICENSE 502-0000-60421 150.00 PLUG & PAY TECHNOLOGIES 1 111372 06/10/2016 MAR - CREDIT CARD FEES 502-0000-60122 40.00 SIGMANET 111382 06/10/2016 CONFERENCE ROOM COMP 502-0000-56220 3,549.29 TIME WARNER CABLE 111388 06/10/2016 CITY HALL CABLE 6/1-6/30 502-0000-61400 122.15 TIME WARNER CABLE 111388 06/10/2016 CABLE 5/20-6/19 502-0000-61400 8.83 Fund 502 - INFORMATION TECHNOLOGY Total: 41,899.14 Fund: 601- SILVERROCK RESORT DUNN-EDWARDS CORPORAT 111340 06/10/2016 SRR PAINT SUPPLIES 601-0000-60556 68.08 Fund 601- SILVERROCK RESORT Total: 68.08 Grand Total: 245,800.35 6/9/2016 6:59:53 PM Page 3 of 5 79 Demand Register Packet: APPKT00753 - DA 6/10/16 Fund Summary Fund 101-GENERAL FUND 201 - GAS TAX FUND 202 - LIBRARY FUND 215 - LIGHTING & LANDSCAPING FUND 241- HOUSING AUTHORITY 248 - SA 2004 LO/MOD BOND FUND 270-ART IN PUBLIC PLACES FUND 401- CAPITAL IMPROVEMENT PROGRAMS 501 - EQUIPMENT REPLACEMENT 502 - INFORMATION TECHNOLOGY 601- SILVERROCK RESORT Account Number 101-0000-20306 101-0000-20308 101-0000-20946 101-0000-42214 101-0000-42300 101-0000-42400 101-0000-42401 101-0000-42402 101-0000-42600 101-1002-60101 101-1004-60103 101-1004-60104 101-1004-60125 101-1004-60322 101-1006-60103 101-1006-60400 101-1007-60402 101-1007-60403 101-1007-61300 101-2001-36310 101-2001-60109 101-2001-60175 101-2001-60193 101-2002-60670 101-2002-61101 101-2002-61300 101-2002-61304 101-3001-60184 101-3001-60400 101-3002-60115 101-3002-60691 101-3002-61100 101-3002-61101 101-3002-61200 101-3003-60149 101-3005-60423 101-3005-60554 101-3005-60555 101-3005-60557 101-3005-61106 101-3005-61109 101-3005-61110 101-3005-61204 101-3005-61209 Grand Total: Account Summary Account Name BSAS SB 1473 Fees SMIP Fees Payable Flex Compensation Paya Wellness Center Leisure Cash Over/Short Building Permits Plumbing Permits Mechanical Permits Plan Check Fees Contract Services - Admi Professional Services Consultants Temporary Agency Servi Training & Education/M Professional Services Office Supplies Forms Citywide Conf Room Sup Utilities - Telephone Blood/Alcohol Testing LQ Police Volunteers Special Enforcement Fun Sexual Assault Exam Fee Fire Station Utilities - Electricity Utilities - Telephone Mobile/Cell Phones Fritz Burns Park Office Supplies Janitorial Repair & Maintenance Utilities - Gas Utilities - Electricity Water- Inside Special Events Supplies -Graffiti LQ Park Building Sports Complex Building Tree Maintenance Utilities - Electric - Sport Utilities - Electric - Com Utilities - Electric -Adam Utilities- Water -Fritz Bu Utilities - Water-Commu Expense Amount 142,157.42 94.51 213.96 17,544.43 4,338.75 16,472.50 148.29 19,839.14 3,024.13 41,899.14 68.08 245,800.35 Expense Amount 3.00 7.71 1,038.52 80.00 1,518.00 33.04 72.53 72.52 172.22 4,900.00 192.00 40.00 514.80 302.25 101.03 65.85 23.21 226.96 1,880.85 120.00 707.26 1,388.25 231.00 450.00 734.87 1,084.98 154.75 47.40 19.30 133.06 350.00 67.25 2,031.73 187.22 80.97 69.12 237.00 816.00 149.04 2,142.89 79.51 52.87 582.64 534.08 6/9/2016 6:59:53 PM Page 4 of 5 Demand Register Packet: APPKT00753 - DA 6/10/16 Account Summary Account Number Account Name Expense Amount 101-3007-60461 Marketing & Tourism Pr 2,418.75 101-3008-60108 Technical 800.00 101-3008-60667 HVAC 96.34 101-3008-60691 Repair & Maintenance 265.19 101-3008-61100 Utilities - Gas 130.35 101-3008-61200 Utilities - Water 114.54 101-6001-60103 Professional Services 3,720.00 101-6002-60103 Professional Services 34,089.39 101-6004-51070 Animal Shelter 12,169.41 101-6004-60111 Administrative Citation S 330.00 101-6004-61190 Admin Citation Services 305.00 101-7001-60104 Consultants 6,081.84 101-7001-60400 Office Supplies 350.95 101-7002-60183 Map/Plan Checking 1,110.00 101-7006-60104 Consultants 14,728.00 101-7006-60144 Contract Traffic Engineer 17,962.50 101-7006-60146 PM 10 SilverRock 23,789.48 201-7003-60690 Uniforms 94.51 202-3004-61100 Utilities - Gas 19.01 202-3006-61200 Water- Inside 37.80 202-3006-61300 Utilities - Telephone 157.15 215-7004-60104 Consultants 6,930.00 215-7004-60189 Technical 178.31 215-7004-60420 Operating Supplies 202.16 215-7004-60431 Materials 437.18 215-7004-60690 Uniforms 94.51 215-7004-61116 Utilities - Electric - Signal 1,803.20 215-7004-61117 Utilities - Electric - Medi 515.28 215-7004-61211 Utilities - Water - Media 7,383.79 241-9101-60103 Professional Services 4,338.75 248-0000-60185 Design 16,472.50 270-0000-43201 APP Fees 148.29 401-0000-60108 Technical 13,104.00 401-0000-60188 Construction 6,735.14 501-0000-43430 Car Washes 538.00 501-0000-60674 Fuel & Oil 2,386.82 501-0000-60675 Parts & Maintenance Su 99.31 502-0000-56220 Computers 3,662.24 502-0000-60122 Credit Card Fee 40.00 502-0000-60421 Supplies - Software 150.00 502-0000-61400 Utilities - Cable 130.98 502-0000-80100 Machinery & Equipment 37,915.92 601-0000-60556 SilverRock Buildings 68.08 Grand Total: 245,800.35 Project Account Summary Project Account Key Expense Amount **None** 209,488.71 151604T 6,104.00 151605CT 327.24 151610CT 2,738.05 151613CT 3,669.85 151613T 5,600.00 151614T 1,400.00 999901 D _ 16,472.50 Grand Total: 245,800.35 6/9/2016 6:59:53 PM 81 Page 5 of 5 City of La Quinta, CA �wf ti E -40 �+.r `•�'�f a ij _7Y15 1.:. Canceled Payables Vendor Set: 01- Vendor Set 01 Bank: APBNK-APBNK Payment Reversal Register APPKT0O742 - DA 5/25/16 Vendor Number Vendor Name Total Vendor Amount 00274 WELLS FARGO BUSINESS CARD-5,291.92 Payment Type Payment Number Original Payment Date Reversal Date Cancel Date Payment Amount Check 111194 05/20/2016 05/25/2016 05/25/2016-5,291.92 Payable Number: Description Payable Date Due Date Payable Amount APR'167841_R. APR- VISA CARD PAYMENT 05/02/2016 05/20/2016 1,348.75 MAY'166413-R APR -VISA CARD PYMT 05/02/2016 05/20/2016 3,943.17 5/26/2016 2:37:40 PM Page 1 of 2 82 Payment Reversal Register Bank Code Canceled Payables APBNK-5,291.92 Report Total:-5,291.92 Packet: APPKT00742 - DA 5/25/16 Bank Code Summary Payables Left To Pay Again Total 0.00-5,291.92 0.00-5,291.92 5/26/2016 2:37:40 PM Page 2 of 2 83 84 ATTACHMENT 2 CITY OF LA QUINTA BANK TRANSACTIONS 05/21/16 - 06/10/16 05/24/16 WIRE TRANSFER - TASC $1,038.52 05/26/16 WIRE TRANSFER - PIERS KOTCHELL $56.22 06/02/16 WIRE TRANSFER - HEALTH PREMIUM $91,384.62 06/03/16 WIRE TRANSFER - ICMA $5,549.00 06/03/16 WIRE TRANSFER - LQCEA $408.00 06/03/16 WIRE TRANSFER - PERS $34,913.29 06/07/16 WIRE TRANSFER - TASC $1,038.52 06/08/16 WIRE TRANSFER - LANDMARK $173,074.18 TOTAL WIRE TRANSFER OUT $307,462.35 85 W. CONSENT CALENDAR ITEM NO. 5 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE JOINT USE OF FACILITY AND SERVICES AGREEMENT WITH THE BOYS AND GIRLS CLUB OF THE COACHELLA VALLEY I::141811181 Q►1171-111IC Approve a Joint Use of Facility and Services Agreement with the Boys and Girls Club of the Coachella Valley and authorize the City Manager to execute the Agreement. EXECUTIVE SUMMARY • The City contracts with the Boys and Girls Club of the Coachella Valley (Club) for the use of the President Gerald R. Ford Boys and Girls Club facility. The City uses the classroom spaces and gymnasium for recreation programs and activities, and pays $40,000 annually to use this space. The City received $20,000 in Community Development Block Grant (CDBG) funding and provides these funds to the Club for recreation programs that primarily benefit low and moderate income persons and persons with disabilities. FISCAL IMPACT The two-year agreement provides $40,000 annually for use of the facility and up to $20,000 annually of CDBG funding. BACKGROUND/ANALYSIS On February 4, 1992, the Club entered into a 40-year land lease with the City wherein the Club leased City land and constructed a facility. The land lease expires in 18 years. In December 1995, the Council approved a Facility Use Agreement with the Club. This Agreement allows the City to offer youth sports programs in Club facilities seven days a week. The City pays a $40,000 facility use fee. The Agreement also provides CDBG funds to the Club. The Club uses these funds to provide recreation programs to children ages 7 to 17 during the school year and during school holiday breaks and summer months. Activities include arts, sports, games, clinics, tournaments, parties, and other programs. ALTERNATIVES Since this is a long-standing partnership to support youth programming, staff does not recommend an alternative. Prepared by: Christina Calderon, Community Programs and Wellness Supervisor Approved by: Chris Escobedo, Community Resources Director Attachments:1. Agreement RYA JOINT USE OF FACILITYAND SERVICES AGREEMENT This Joint Use of Facility and Services Agreement (the "Agreement") is hereby entered into by and between the BOYS AND GIRLS CLUB OF COACHELLA VALLEY, a chapter member of the BOYS AND GIRLS CLUB OF AMERICA, a nonprofit organization (the "CLUB"), and the CITY OF LA QUINTA, a California municipal corporation (the "CITY"), as of this 1st day of July , 2016 (the "Effective Date"). CITY and CLUB are hereinafter sometimes referred to individually as a "Party" and collectively as the "Parties." RECITALS WHEREAS, the CITY is the owner of certain real property located in the City of La Quinta consisting of approximately 3.06 acres and improved with a facility more commonly known as the President Gerald R. Ford Boys and Girls Club of La Quinta ("Facility"); and WHEREAS, on or about February 4, 1992, the CITY entered into a 40-year lease with the CLUB for the purpose of allowing the CLUB to build and utilize the Facility, which lease has been amended on three (3) prior occasions (as amended, the "Lease"); and WHEREAS, the CITY desires to use the Facility, and the CLUB desires to grant a license to the CITY, to enter upon, occupy, use and operate, according to the terms, condition and covenants herein contained, the Facility (with the exception of and subject to the terms contained in the "Reserved Areas" identified in Section 1.3 below), for recreation purposes; and WHEREAS, as a condition of this Agreement, the CLUB has agreed to allow the CITY to utilize, subject to the restrictions and conditions set forth herein, the Facility; and WHEREAS, the CITY is the owner of a classroom attached to the west side of the Facility more commonly known as the "Fitness Classroom"; and WHEREAS, the CLUB desires to use the Fitness Classroom, and the CITY desires to grant a license to the CLUB, to enter upon, occupy, use and operate, according to the terms, conditions and covenants herein contained, the Fitness Classroom, for recreation purposes; and WHEREAS, this Agreement sets forth the terms and conditions for the CITY's use of the Facility and the CLUB's use of the Fitness Classroom, as well as the rights and obligations of the Parties hereto with respect to the shared use, operations, maintenance, and funding requirements associated with this Agreement. AGREEMENT NOW THEREFORE, in consideration of the recitals set forth above, which are incorporated herein by this reference, the covenants and agreements set forth herein, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the CLUB and the CITY agree as follows: 1.0 SNARED USE QF-FACILITY,_SHARED USE OF FITNESS CLASSROOM 1.1 CLUB Grant of Use of Facility. Except for those office areas identified as reserved in Section 1.7 below, the CLUB hereby grants to the CITY for a term beginning June 7, 2016 to June 30, 2018, a license to enter upon, occupy, use and operate, according to the terms, conditions and covenants herein contained, the Facility during the time frame set out for CITY use in Section 1.2 below. 1.2 Basic Schedule for CITY Use ("CITYTime"). Monday through Thursday 7 p.m. - 10 p.m. (Year Round) Saturdays 6 p.m. - 10 p.m. (Year Round) 7 a.m. - 6 p.m. (Up to 6 times per calendar year with CLUB's Staff approval) :• Sundays 7 a.m. - 10 p.m. (Year Round) 1.3 CITY Grant of Use of Fitness Classroom. The CITY hereby grants to the CLUB for a term beginning June 7, 2016 to June 30, 2018, a license to enter upon, occupy, use and operate, according to the terms, conditions and covenants herein contained, supervised access to the Fitness Classroom upon prior written approval of CITY staff. 1.4 Quarterly Schedule Review. The CLUB and the CITY shall meet and confer at least quarterly to discuss their programming plans for the Facility and Fitness Classroom and avoid duplication of services as both Parties agree is reasonable. The CITY shall implement a program plan within 60 days from the date of this Agreement, and maintain said plan in accordance with its terms. 1.3 Permitting Other Group Use. During such periods of CITY time that the CITY does not have a proposed group use of the Facility, the CITY may permit public benefit groups ("Permittees") to utilize such periods of CITY time. If it does so, the CITY will take the necessary steps to require the Permittees to meet the insurance and all other requirements of this Agreement. 1.4 Duty to Supervise. During all such times as all or part of the Facility is permitted by the CITY to be used by one or more Permittees, the CITY shall provide competent, on -site supervision of said Permittees by an appropriate contingent of responsible adults, and such appropriate security therefore necessary to prevent property damage or intentional personal injury. 1.5 Liability for Damage. CITY shall be liable for all property damage and personal injury that occurs solely as a result of actions by CITY or CITY's guests or attendees with respect to the use of the Facility, and shall hold the CLUB harmless from any and all such liability. CLUB shall be liable for all properly damage and personal injury that occurs solely as a result of actions by CLUB or CLUB's guests or attendees with respect to the use of the Fitness Classroom, and shall hold the CITY harmless from any and all such liability. 1.6 Specific Violations of Facility Use. Without limitation as to other possible violations of the Facility use, the CITY shall specifically not permit the following uses: 1.6.1 Political Activities. CITY shall abide by CLUB's facility use policies and shall not permit or tolerate the use of the Facility for campaigning or otherwise working for the nomination or election of any individual to any public office, partisan or nonpartisan, or for any ballot measure, including any initiative, referendum, or advisory vote, except with the advance written permission of the CLUB, as a forum for open public debate by candidates on the condition that no member of the public shall be excluded therefrom. 1.6.2 Alcohol, Drugs, or Tobacco. CITY shall abide by CLUB's facility use policies and not allow alcohol, illegal drugs, or tobacco to be sold, used or consumed in, on or about the Facility. CITY shall not permit or allow any portion of the Facility to be rented or utilized by any person, group or company that intends to provide alcoholic beverages at an event or meeting. The CITY shall make these facts known, in writing and through oral communications, to all staff members and participants at the Facility. 1.7 Reserved Areas. 1.7.1 CLUB Office Areas. Excepted from the license herein granted to CITY is the area of the CLUB's staff offices. 1.7.2 Storage Areas. Excepted from the license herein granted is the area of the CLUB's storage for games and supplies which is hereby specifically reserved and granted to the exclusive and full time use of the CLUB during the term of this Agreement. 1.8 Operations. Ell 1.8.1 Fees. CITY may charge attendance fees to its invitees and users. 1.8.2 Log Book. Each Party shall keep, maintain and permit the inspection by the other Party of, a joint log book in a form approved by the CLUB and the CITY in which the CITY and the CLUB shall maintain a record of acts of vandalism, repairs, incidents of graffiti, and other major incidents. 1.8.3 Procedure Training. CITY shall cause and train its employees to comply with procedures in a manual ("Procedures Manual") the CLUB prepares regarding utility turn-offs, alarm responses, locking up/closing, key distribution, facility damage (including graffiti reporting). The CLUB shall provide CITYwith a copy of hereby mentioned Procedures Manual and provide CITY with a facility alarm code. 1.8.4 Key Provision. Parties will coordinate on providing keys and lock up procedures and use of the alarm system. 1.8.5 Maintenance. Except for conditions which may be corrected by normal janitorial services, all Parties shall leave the Facility at the conclusion of their daily time allotment in a neat and clean condition and one that does not impose any additional duty on the janitorial and custodial services staff, or upon the next occupant of the Facility. The Facility shall be kept and maintained in a clean, sanitary and safe condition as established by the CLUB. The CLUB shall also be responsible for acceptable maintenance of all landscape areas, playgrounds, parking lots, and trash enclosure. Except for conditions which may be corrected by normal janitorial services, all Parties shall leave the Fitness Classroom at the conclusion of any use in a neat and clean condition and one that does not impose any additional duty on the janitorial and custodial services staff, or upon the next occupant of the Fitness Classroom. The Fitness Classroom shall be kept and maintained in a clean, sanitary and safe condition as established by the CITY. 2.0 MUTUAL INDEMNITY AND RELEASE. Reciprocal Indemnity for Invitee's, Employee's or Trespasser's Personal and Property Injuries. Each Party ("Indemnifying Party") indemnifies each other Party ("Indemnified Party"), holds the Indemnified Party harmless, and agrees to defend the Indemnified Party against loss, damage or liability on a claim, the adverse judgment, adverse order on, or good faith settlement of, such a claim, including attorney's fees and court costs in defending such claim, suffered by an Indemnified Party due to personal injury to, or damage to the property of, an invitee (including a Permittee) of an Indemnified Party ("Indemnified's Invitee"), an employee (" Indemnified's Employee") of an Indemnified Party, or to a trespasser or other uninvited person, at the Facility and/or Fitness Classroom primarily caused by the act or omission of the Indemnifying Party, its employees or invitees. 3.0 INSURANCE. The Parties agree to provide insurance in accordance with the provisions of this Section 3. 3.1 CITY's Insurance Obligation. Without limiting the indemnification provisions provided herein, the CITY, at its sole expense, shall obtain and keep in force during the term of this Agreement and any extensions thereof, a policy or policies of general liability insurance covering all injuries to persons and damage to property occurring in, upon or about (i) the Facility resulting from any actions or omissions of the CITY or any use of the Facility by the CITY or its invitees in accordance with the terms of this Agreement, or (ii) the Fitness Classroom resulting from any actions or omissions of the CITY or any use of the Fitness Classroom by the CITY or its invitees. The policy or policies evidencing such insurance shall name the CLUB and its officials, officers, employees, and agents as additional insureds, shall provide that same may not be cancelled or amended without written notice to the CLUB, and shall provide for a combined single limit coverage of bodily injury and property damage in the amount of not less than One Million Dollars ($1,000,000). Such policy or policies shall be issued by an insurance company licensed to do business in the State of California and be rated A-/VIII or better by ambest.com. Prior to the Effective Date, and upon renewal of such policies, the CITY shall submit to the CLUB certificates of insurance and any applicable endorsements evidencing that the foregoing policy or policies are in effect. At the CITY's option, CITY shall be allowed to self -insure the insurance coverages as required above. 3.2 CLUB's Insurance Obligation. Without limiting the indemnification provisions provided herein, the CLUB, at its sole expense, shall obtain and keep in force during the term of this Agreement and any extensions thereof, a policy or policies of general liability insurance covering all injuries to persons and damage to property occurring in, upon or about (i) the Facility resulting from any actions or omissions of the CLUB or any use of the Facility by the CLUB or its 91 invitees, or (ii) the Fitness Classroom resulting from any actions or omissions of the CLUB or any use of the Fitness Classroom by the CLUB or its invitees in accordance with the terms of this Agreement. The policy or policies evidencing such insurance shall name the CITY and its officials, officers, employees, and agents, as additional insureds, shall provide that same may not be cancelled or amended without written notice to the CITY, and shall provide for a combined single limit coverage of bodily injury and property damage in the amount of not less than One Million Dollars ($1,000,000). Such policy or policies shall be issued by an insurance company licensed to do business in the State of California and berated A-/VIII or better by ambest.com. Prior to the Effective Date, and upon renewal of such policies, the CLUB shall submit to the CITY certificates of insurance and any applicable endorsements evidencing that the foregoing policy or policies are in effect. 4.0 SERVICES OF CLUB. 4.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the CLUB shall continue to provide those services related to social recreation programs to the children of La Quinta according to the Desert Sands Unified School District Master Calendar. Regularschool session Monday -Friday 2:00 p.m.-7:00 p.m. School holiday breaks Monday -Friday 7:30 a.m.-5:30 p.m. Summer break Monday -Friday 7:30 a.m.-5:30 p.m. Excluding any days off for observance of Boys and Girls CLUB holiday schedule. The CLUB is required by this Agreement to be familiar with and comply with the Community Development Block Grant (CDBG) regulations and shall further comply with the terms and conditions of any applicable Sub -Recipient Agreement for the use of Community Development Block Grant Funds entered into by CLUB and CITY (each a "Sub - Recipient Agreement"). The CLUB understands and agrees that no waiver or exception can be granted to the CDBG policies, regulations, or requirements, or any of the terms or conditions set forth in a Sub -Recipient Agreement except with express written consent of the City Manager. The Social Recreation program is to include but is not limited to table games, board games, game technique clinics, tournaments, holiday parties, and to provide other opportunities for fun and constructive use of children's leisure time. CLUB warrants that all services will be performed in a competent, professional, and satisfactory manner in accordance with the standards prevalent in the industry for such services. 5.0 COMPENSATION. 5.1 Community Development Block Grant (CDBG). It is the understanding of the CLUB and the CITY that CDBG funds will be used to fund this portion of the contract. The maximum sum of Twenty Thousand Dollars ($20,000) per fiscal year is contingent upon the CLUB completing the necessary reporting documents required by the Riverside County CDBG program. 5.2 Contract Sum ("License Fee'). For the License Fee the CITY shall make quarterly payments of $10,000 for a total amount not to exceed Eighty Thousand Dollars ($80,000) during the term of this Agreement. Forthe term of this Agreement, the License Fee payments will be made to the CLUB according to the following schedule: Payment Amount Payment Date $10,000 July 31, 2016 and July 31, 2017 $10,000 October 31, 2016 and October 31, 2017 $10,000 January 31, 2017 and January 31, 2018 $10,000 April 30, 2017 and April 30, 2018 In the event this Agreement is terminated pursuant to the terms hereof, the final payment shall be as follows: (1) if the final date of this Agreement occurs on a Payment Date, then the $10,000 payment due on said Payment Date shall be the final payment due hereunder; and (ii) if the final date of this Agreement occurs on a date other than a Payment Date, then the payment due on said final date shall be $10,000 prorated for the number of days during the last quarterfor which this Agreement was in effect. 6.0 PERFORMANCE SCHEDULE. 6.1 Time of Essence. Time is of the essence in the performance of this Agreement. 6.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed diligently and within the time period established in Section 4.1. Extensions to the time period specified in Section 4.1 may be approved in writing by the Community Resources Director of the CITY (the "Contract Officer"). CDBG reporting forms must be filed in a timely manner in compliance with CDBG reporting timelines. 6.3 Term. This Agreement shall become effective June 7, 2016, and shall remain in effect for a term of two (2) years, with an option to renew for an additional 4 years unless earlier terminated as provided herein. Either panty may terminate this Agreement providing the other with six (6) months prior written notice of the termination date. 6.4 Default. Failure or delay by either party to perform any covenant, condition or provision of this Agreement within the time provided herein constitutes a default underthis Agreement. The injured party shall give written notice of default to the party in default, clearly detailing the default to be cured. The defaulting party shall immediately commence to cure such default and shall diligently complete such cure within thirty (30) days from the date of the notice or such longer period if the nature of the default is such that more than thirty (30) days is required to cure such default. Notwithstanding any other provision of this Agreement, the injured party shall have the right to immediately terminate this Agreement by written notice to the other party in the event of a default which is not cured within the time set forth in this section. 7.0 RECORDS AND REPORTS. 7.1 Reports. CLUB shall prepare and submit to CITY a monthly report of attendance concerning the services as outlined in this Agreement. In addition, a progress report, including an accounting of expenditures, shall be provided on or about December 15, 2016, June 15, 2017, December 15, 2017, and June 15, 2018. The CLUB shall prepare reports and intake forms as required by the Riverside County CDBG program. 7.2 Records. CLUB shall keep such books and records as shall be necessary to perform the services required by this Agreement and enable the CITY to evaluate the cost and the performance of such services. Books and records pertaining to costs shall be kept and prepared in accordance with generally accepted accounting principles. CITY shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit and make records and transcripts from such records. 7.3 Release of Documents. The reports, records, documents and other materials prepared by CLUB in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer or except as required by law. CLUB shall not disclose to any other private entity or person any information regarding the activities of the CITY, except as required by law or as authorized by the Contract Officer. 7.4 Community Development Block Grant (CDBG) Funding. The CLUB agrees to comply with the reporting processes of the Riverside County CDBG program in order to document that the program meets the National Objective by serving limited clientele - all persons (100%) served by the services outlined in this Agreement shall be low or moderate income. 8.0 MISCELLANE0US PROVISIONS. 8.1 Attomeys' Fees. In the event any declaratory or other legal or equitable action is instituted between CITY and CLUB in connection with this Agreement, the prevailing Party shall be entitled to recoverfrom the losing Party all of its costs and expenses, including court costs and reasonable attorneys' fees, and all fees, costs and expenses incurred on any appeal or in collection of any judgment. 8.2 Notices. Any notice, request, demand, consent, approval or other communication required or permitted hereunder or by law shall be validly given or made only if in writing and delivered in person to an officer or duly 93 authorized representative of the other Party, or deposited in the United States mail, duly certified or registered (return receipt requested), postage prepaid, or delivered through another commercially reasonable method, including facsimile transmission and addressed to the partyforwhom intended, as follows: If to CITY: City of La Quinta Attn: City Manager 78-495 Calle Tampico La Quinta, CA 92253 Fax: (760) 777-7101 If to CLUB: Boys and Girls Club of La Quinta Attn: Jim Ducatte, Chief Executive Officer 42600 Cook Street, Suite 120 Palm Desert, CA 92260 Fax: (760) 836-1160 Any Party may from time to time, by written notice to the other, designate a different address which shall be substituted for that specified above. If any notice or other document is sent by mail as aforesaid, the same shall be deemed fully delivered and received forty-eight (48) hours after mailing as provided above. If any notice or document is sent by facsimile transmission, the same shall be deemed fully delivered and received upon the transmission to the sender of a facsimile confirmation sheet. 8.3 Gender and Number. In this Agreement (unless the context requires otherwise), the masculine, feminine and neuter genders and the singular and the plural shall be deemed to include one another, as appropriate. 8.4 Entire Agreement. This Agreement and the Lease constitute the entire agreement between the Parties hereto pertaining to the subject matter hereof, and the final, complete and exclusive expression of the terms and conditions thereof. All prior agreements, representations, negotiations and understanding of the parties hereto, oral orwritten, express or implied, are hereby superseded and merged herein. 8.5 Captions. The captions used herein are for convenience only and are not a part of this Agreement and do not in any way limit or amplify the terms and provisions hereof. 8.6 Governing Law. This Agreement and the exhibits attached hereto have been negotiated and executed in the State of California and shall be governed by and construed under the laws of the State of California. 8.7 Invalidity of Provision. If any provision of this Agreement as applied to any Party or to any circumstance shall be adjudged by a court of competent jurisdiction to be void or unenforceable for any reason, the same shall in no way affect (to the maximum extent permissible by law) any other provision of this Agreement, the application of any such provision under circumstances different from those adjudicated by the court, or the validity or enforceability of this Agreement as a whole. 8.8 Amendments. No addition to or modification of any provision contained in this Agreement shall be effective unless fully set forth in writing by CLUB and CITY. 8.9 Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute but one and the same instrument. 8.10 Binding Upon Successors. The terms and conditions, covenants, and agreements set forth herein shall apply to and bind the heirs, executors, administrators, assigns and successors of the parties hereof. 94 [signatures on following page] 95 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year set forth herein above. ATTEST: C CL,frf'B Secreta APPROVED AS TO FORM: CLUBi� gel s Date ATTEST: Susan Maysels, City Clerk APPROVED AS TO FORM: William H. Ihrke City Attorney L B: BOYS AND GIRLS CLUB OF COACHELLA VALLEY, PRESIDENT GERALD R. FOR) YS AND GIRLS CLUB OF LA QUINTA, a nonprofit orga ' n By: Its: Chief Executive Officer 11CrT„ CITY OF LA QUINTA, a municipal corporation Frank J. Spevacek, City Manager AC ! " CERTIFICATE OF LIABILITY INSURANCE DATE(MM�D 6YY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER C(MTACT Sanae Martin Desert Cornerstone Insurance Service, Inc. PHONE (760) 347-7723 I talc, No): (760)347-7725 CA License #OF15709 E-MAIL ,sanae@desertcornerstoneins.com 81557 Dr. Carreon Blvd. Ste B8 INSURERS AFFORDING COVERAGE NAIC # Indio CA 92201 INSURER A:Philadelphia Indemnity Ins. Co 18058 INSURED INSURERB:Travelers Prop Cas Co of America 25.674 Boys & Girls Club of Coachella Valley,Inc. INSURER C: Fidelity& Deposit CoM2any 39306 Boys & Girls Club Foundation INSURER_D: 42-600 Cook Street #120 INSURERE: Palm Desert CA 92211 INSURER F: COVERAGES CFRTIF1r.ATF IUIIMR1=R•2015GLALUMCR2016WC MI Innczcv- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. MSR TYPE OF INSURANCE i UBR POLICY EFF POLICY EXP ' POLCY NUMBER. Y YY LIMITS _ A X COMMERCIAL GENERAL LIABILITY J CLAIMS -MADE u OCCUR EACH OCCURRENCE $ 1,000,000 $ 100,000 TO ED $ 5,000 X PHPK1402058 10/1/2015 10/1/2016 VIED EXP (Anyoneperson) PERSONAL 8 ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: X F oucY 1_1 jEGT 0 LOC GENERAL AGGREGATE $ 3,000,000 PRODUCTS - COMP/OP AGG $ 3,000,000 $ OTHER: AUTOMOBILE LIABILITY 1 MBINED SINGLE LIMIT $ 1,000,000 X BODILY INJURY (Per person) $ A ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS PHPK1402056 10/1/2015 10/1/2016 BODILY INJURY Per accident) $ NON -OWNED HIRED AUTOS X AUTOS X PROPERTY DAMAGE $ _(¢ X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5 000 000 AGGREGATE $ 5 000. 000 A EXCESS LAB CLAIMS -MADE TION $ PHUB517042 10/1/2015 10/1/2016 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE D OFFICERIB (Mandatory In NH MBER EXCLUDED? rY )E,L Dyes, describe under Digs, N/A 1UB4014T60A16 1/1/2016 1/1/2017( rn X TAT T ER $ 1,000,000 $ 1,000,000 - E L. EACH ACCIDENT DISEASE - EA EMPLOYEE OF OPERATIONS below E.L. DISEASE -POLICY LIMB $ 1 . 000 .000 C ICommercial Crime CCP006836702 7/1/2015 7/1/2016 Employee Theft, Forgery and 257,880 Alteralion,Computer Fraud DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) Re: Shared use of facility, Desert Sands Unified School District - the City of La Quinta, and its officials, officers, employees, and agents are added as an Additional Insured as respects General Liability per attached. t-r-M 11i-IE A I r- r14JLLJtt( f;ANL;LLLA I IUN (760)777-7101 City of La Quinta 78-495 Calle Tampico La Quinta, CA 92253 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Matt List/SAN l/Ct ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD INS025 (201401) 97 Policy #: PHPK1402058 PI-GLD-HS (10/11) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY DELUXE ENDORSEMENT: HUMAN SERVICES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE It is understood and agreed that the following extensions only apply in the event that no other specific coverage for the indicated loss exposure is provided under this policy. If such specific coverage applies, the terms, conditions and limits of that coverage are the sole and exclusive coverage applicable under this policy, unless otherwise noted on this endorsement. The following is a summary of the Limits of Insurance and additional coverages provided by this endorsement. For complete details on specific coverages, consult the policy contract wording. Coverage Applicable Limit of Insurance Page # Extended Property Damage Included 2 Limited Rental Lease Agreement Contractual Liability $50,000 limit 2 Non -Owned Watercraft Less than 58 feet 2 Damage to Property You Own, Rent, or Occupy $30,000 limit 2 Damage to Premises Rented to You $1,000,000 3 HIPAA Clarification 4 Medical Payments $20,000 5 Medical Payments — Extended Reporting Period 3 years 5 Athletic Activities Amended 5 Supplementary Payments — Bail Bonds $5,000 5 Supplementary Payment — Loss of Earnings $1,000 per day 5 Employee Indemnification Defense Coverage $25,000 5 Key and Lock Replacement — Janitorial Services Client Coverage $10,000 limit 6 Additional Insured — Newly Acquired Time Period Amended 6 Additional Insured — Medical Directors and Administrators Included 7 Additional Insured — Managers and Supervisors (with Fellow Em to ee Coverage Included 7 Additional Insured — Broadened Named Insured Included 1 7 Additional Insured — Funding Source Included 7 Additional Insured — Home Care Providers Included 7 Additional Insured — Managers, Landlords, or Lessors of Premises Included 7 Additional Insured — Lessor of Leased Equipment Included 7 Additional Insured — Grantor of Permits Included 8 Additional Insured — Vendor Included 8 Additional Insured — Franchisor Included 9 Additional Insured —When Required by Contract Included 9 Additional Insured — Owners, Lessees, or Contractors Included 9 Additional Insured — State or Political Subdivisions Included 10 Page 1 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company PI-GLD-HS (10/11) Duties in the Event of Occurrence, Claim or Suit Included 10 Unintentional Failure to Disclose Hazards Included 10 Transfer of Rights of Recovery Against Others To Us Clarification 10 Liberalization Included 11 Bodily Injury — includes Mental Anguish Included 11 Personal and Advertising Injury — includes Abuse of Process, Discrimination Included 11 A. Extended Property Damage SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph a. is deleted in its entirety and replaced by the following: a. Expected or Intended Injury "Bodily injury" or property damage" expected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of reasonable force to protect persons or property. B. Limited Rental Lease Agreement Contractual Liability SECTION I — COVERAGES, COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph b. Contractual Liability is amended to include the following: (3) Based on the named insured's request at the time of claim, we agree to indemnify the named insured for their liability assumed in a contract or agreement regarding the rental or lease of a premises on behalf of their client, up to $50,000. This coverage extension only applies to rental lease agreements. This coverage is excess over any renter's liability insurance of the client. C. Non -Owned Watercraft SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph g. (2) is deleted in its entirety and replaced by the following: (2) A watercraft you do not own that is: (a) Less than 58 feet long; and (b) Not being used to carry persons or property for a charge; This provision applies to any person, who with your consent, either uses or is responsible for the use of a watercraft. This insurance is excess over any other valid and collectible insurance available to the insured whether primary, excess or contingent. D. Damage to Property You Own, Rent or Occupy SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE Page 2 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company •• PI-GLD-HS (10/11) LIABILITY, Subsection 2. Exclusions, Paragraph j. Damage to Property, Item (1) is deleted in its entirety and replaced with the following: (1) Property you own, rent, or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property, unless the damage to property is caused by your client, up to a $30,000 limit. A client is defined as a person under your direct care and supervision. E. Damage to Premises Rented to You 1. If damage by fire to premises rented to you is not otherwise excluded from this Coverage Part, the word "fire" is changed to "fire, lightning, explosion, smoke, or leakage from automatic fire protective systems" where it appears in: a. The last paragraph of SECTION I —COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions; is deleted in its entirety and replaced by the following: Exclusions c. through n. do not apply to damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems to premises while rented to you or temporarily occupied by you with permission of the owner. A separate limit of insurance applies to this coverage as described in SECTION III — LIMITS OF INSURANCE. b. SECTION III — LIMITS OF INSURANCE, Paragraph 6. is deleted in its entirety and replaced by the following: Subject to Paragraph 5. above, the Damage To Premises Rented To You Limit is the most we will pay under Coverage A for damages because of "property damage" to any one premises, while rented to you, or in the case of damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems while rented to you or temporarily occupied by you with permission of the owner. c. SECTION V — DEFINITIONS, Paragraph 9.a., is deleted in its entirety and replaced by the following: A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems to premises while rented to you or temporarily occupied by you with permission of the owner is not an "insured contract"; 2. SECTION IV— COMMERCIAL GENERAL LIABILITY CONDITIONS, Subsection 4. Other Insurance, Paragraph b. Excess Insurance, (1) (a) (ii) is deleted in its entirety and replaced by the following: That is insurance for fire, lightning, explosion, smoke, or leakage from automatic fire protective systems for premises rented to you or temporarily occupied by you with permission of the owner; 3. The Damage To Premises Rented To You Limit section of the Declarations is amended to the greater of: Page 3 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 100 PI-GLD-HS (10/11) a. $1,000,000; or b. The amount shown in the Declarations as the Damage to Premises Rented to You Limit. This is the most we will pay for all damage proximately caused by the same event, whether such damage results from fire, lightning, explosion, smoke, or leaks from automatic fire protective systems or any combination thereof. F. HIPAA SECTION I — COVERAGES, COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY, is amended as follows: 1. Paragraph 1. Insuring Agreement is amended to include the following: We will pay those sums that the insured becomes legally obligated to pay as damages because of a "violation(s)" of the Health Insurance Portability and Accountability Act (HIPAA). We have the right and the duty to defend the insured against any "suit," "investigation," or "civil proceeding" seeking these damages. However, we will have no duty to defend the insured against any "suit' seeking damages, "investigation," or "civil proceeding" to which this insurance does not apply. 2. Paragraph 2. Exclusions is amended to include the following additional exclusions: This insurance does not apply to: a. Intentional, Willful, or Deliberate Violations Any willful, intentional, or deliberate "violation(s)" by any insured. b. Criminal Acts Any "violation" which results in any criminal penalties under the HIPAA. c. Other Remedies Any remedy other than monetary damages for penalties assessed. d. Compliance Reviews or Audits Any compliance reviews by the Department of Health and Human Services. 3. SECTION V — DEFINITIONS is amended to include the following additional definitions: a. "Civil proceeding" means an action by the Department of Health and Human Services (HHS) arising out of "violations." b. "Investigation" means an examination of an actual or alleged "violation(s)" by HHS. However, "investigation" does not include a Compliance Review. c. "Violation" means the actual or alleged failure to comply with the regulations included in the HIPAA. Page 4 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 101 PI-GLD-HS (10/11) G. Medical Payments — Limit Increased to $20,000, Extended Reporting Period If COVERAGE C MEDICAL PAYMENTS is not otherwise excluded from this Coverage Part: 1. The Medical Expense Limit is changed subject to all of the terms of SECTION III -LIMITS OF INSURANCE to the greater of: a. $20,000; or b. The Medical Expense Limit shown in the Declarations of this Coverage Part. 2. SECTION I —COVERAGE, COVERAGE C MEDICAL PAYMENTS, Subsection 1. Insuring Agreement, a. (3) (b) is deleted in its entirety and replaced by the following: (b) The expenses are incurred and reported to us within three years of the date of the accident. H. Athletic Activities SECTION I — COVERAGES, COVERAGE C MEDICAL PAYMENTS, Subsection 2. Exclusions, Paragraph e. Athletic Activities is deleted in its entirety and replaced with the following: e. Athletic Activities To a person injured while taking part in athletics. I. Supplementary Payments SECTION I — COVERAGES, SUPPLEMENTARY PAYMENTS - COVERAGE A AND B are amended as follows: 1. b. is deleted in its entirety and replaced by the following: 1. b. Up to $5000 for cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We do not have to furnish these. 1.d. is deleted in its entirety and replaced by the following: 1. d. All reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or "suit", including actual loss of earnings up to $1,000 a day because of time off from work. J. Employee Indemnification Defense Coverage SECTION I — COVERAGES, SUPPLEMENTARY PAYMENTS — COVERAGES A AND B the following is added: We will pay, on your behalf, defense costs incurred by an "employee" in a criminal proceeding occurring in the course of employment. The most we will pay for any "employee" who is alleged to be directly involved in a criminal proceeding is $25,000 regardless of the numbers of "employees," claims or "suits" brought or persons or organizations making claims or bringing "suits. Page 5of12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 102 PI-GLD-HS (10/11) K. Key and Lock Replacement —Janitorial Services Client Coverage SECTION I — COVERAGES, SUPPLEMENTARY PAYMENTS — COVERAGES A AND B is amended to include the following: We will pay for the cost to replace keys and locks at the "clients" premises due to theft or other loss to keys entrusted to you by your "client," up to a $10,000 limit per occurrence and $10,000 policy aggregate. We will not pay for loss or damage resulting from theft or any other dishonest or criminal act that you or any of your partners, members, officers, "employees", "managers", directors, trustees, authorized representatives or any one to whom you entrust the keys of a "client" for any purpose commit, whether acting alone or in collusion with other persons. The following, when used on this coverage, are defined as follows: a. "Client' means an individual, company or organization with whom you have a written contract or work order for your services for a described premises and have billed for your services. b. "Employee" means: (1) Any natural person: (a) While in your service or for 30 days after termination of service; (b) Who you compensate directly by salary, wages or commissions; and (c) Who you have the right to direct and control while performing services for you; or (2) Any natural person who is furnished temporarily to you: (a) To substitute for a permanent "employee" as defined in Paragraph (1) above, who is on leave; or (b) To meet seasonal or short-term workload conditions; while that person is subject to your direction and control and performing services for you. (3) "Employee" does not mean: (a) Any agent, broker, person leased to you by a labor leasing firm, factor, commission merchant, consignee, independent contractor or representative of the same general character; or (b) Any "manager," director or trustee except while performing acts coming within the scope of the usual duties of an "employee." c. "Manager" means a person serving in a directorial capacity for a limited liability company. L. Additional Insureds SECTION II — WHO IS AN INSURED is amended as follows: 1. If coverage for newly acquired or formed organizations is not otherwise excluded from this Page 6of12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 103 PI-GLD-HS (10/11) Coverage Part, Paragraph 3.a. is deleted in its entirely and replaced by the following: a. Coverage under this provision is afforded until the end of the policy period. 2. Each of the following is also an insured: a. Medical Directors and Administrators —Your medical directors and administrators, but only while acting within the scope of and during the course of their duties as such. Such duties do not include the furnishing or failure to furnish professional services of any physician or psychiatrist in the treatment of a patient. b. Managers and Supervisors — Your managers and supervisors are also insureds, but only with respect to their duties as your managers and supervisors. Managers and supervisors who are your "employees" are also insureds for "bodily injury" to a co - "employee" while in the course of his or her employment by you or performing duties related to the conduct of your business. This provision does not change Item 2.a.(1)(a) as it applies to managers of a limited liability company. c. Broadened Named Insured — Any organization and subsidiary thereof which you control and actively manage on the effective date of this Coverage Part. However, coverage does not apply to any organization or subsidiary not named in the Declarations as Named Insured, if they are also insured under another similar policy, but for its termination or the exhaustion of its limits of insurance. d. Funding Source — Any person or organization with respect to their liability arising out of: (1) Their financial control of you; or (2) Premises they own, maintain or control while you lease or occupy these premises. This insurance does not apply to structural alterations, new construction and demolition operations performed by or for that person or organization. e. Home Care Providers —At the first Named Insured's option, any person or organization under your direct supervision and control while providing for you private home respite or foster home care for the developmentally disabled. f. Managers, Landlords, or Lessors of Premises —Any person or organization with respect to their liability arising out of the ownership, maintenance or use of that part of the premises leased or rented to you subject to the following additional exclusions: This insurance does not apply to: (1) Any "occurrence" which takes place after you cease to be a tenant in that premises; or (2) Structural alterations, new construction or demolition operations performed by or on behalf of that person or organization. g. Lessor of Leased Equipment —Automatic Status When Required in Lease Agreement With You — Any person or organization from whom you lease equipment when you and such person or organization have agreed in writing in a contract or agreement that such person or organization is to be added as an additional insured on your policy. Such person or Page 7 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 104 PI-GLD-HS (10/11) organization is an insured only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization. A person's or organization's status as an additional insured under this endorsement ends when their contract or agreement with you for such leased equipment ends. With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after the equipment lease expires. h. Grantors of Permits — Any state or political subdivision granting you a permit in connection with your premises subject to the following additional provision: (1) This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with the premises you own, rent or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoist away openings, sidewalk vaults, street banners or decorations and similar exposures; (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance, or use of any elevators covered by this insurance. I. Vendors — Only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions: (1) The insurance afforded the vendor does not apply to: (a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; (b) Any express warranty unauthorized by you; (c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; Page 8of12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 105 PI-GLD-HS (10/11) (g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or (h) 'Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (i) The exceptions contained in Sub -paragraphs (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing. j. Franchisor — Any person or organization with respect to their liability as the grantor of a franchise to you. As Required by Contract — Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional insured for "bodily injury," "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the named insured. The limits of insurance applicable to these additional insureds are the lesser of the policy limits or those limits specified in a contract or agreement. These limits are included within and not in addition to the limits of insurance shown in the Declarations I. Owners, Lessees or Contractors — Any person or organization, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by: (1) Your acts or omissions; or (2) The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured when required by a contract. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: (a) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or (b) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. Page 9 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 1T PI-GLD-HS (10/11) m. State or Political Subdivisions — Any state or political subdivision as required, subject to the following provisions: (1) This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit, and is required by contract. (2) This insurance does not apply to: (a) 'Bodily injury," "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or (b) 'Bodily injury" or "property damage" included within the "products -completed operations hazard." M. Duties in the Event of Occurrence, Claim or Suit SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 2. is amended as follows: a. is amended to include: This condition applies only when the 'occurrence" or offense is known to: (1) You, if you are an individual; (2) A partner, if you are a partnership; or (3) An executive officer or insurance manager, if you are a corporation. b. is amended to include: This condition will not be considered breached unless the breach occurs after such claim or "suit" is known to: (1) You, if you are an individual; (2) A partner, if you are a partnership; or (3) An executive officer or insurance manager, if you are a corporation. N. Unintentional Failure To Disclose Hazards SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, 6. Representations is amended to include the following: It is agreed that, based on our reliance on your representations as to existing hazards, if you should unintentionally fail to disclose all such hazards prior to the beginning of the policy period of this Coverage Part, we shall not deny coverage under this Coverage Part because of such failure. O. Transfer of Rights of Recovery Against Others To Us SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, 8. Transfer of Rights of Page 10 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 107 PI-GLD-HS (10/11) Recovery Against Others To Us is deleted in its entirety and replaced by the following: If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. Therefore, the insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a written contract. P. Liberalization SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, is amended to include the following: If we revise this endorsement to provide more coverage without additional premium charge, we will automatically provide the additional coverage to all endorsement holders as of the day the revision is effective in your state. Q. Bodily Injury — Mental Anguish SECTION V — DEFINITIONS, Paragraph 3. Is deleted in its entirety and replaced by the following: "Bodily injury" means: a. Bodily injury, sickness or disease sustained by a person, and includes mental anguish resulting from any of these; and b. Except for mental anguish, includes death resulting from the foregoing (Item a. above) at any time. R. Personal and Advertising Injury —Abuse of Process, Discrimination If COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is not otherwise excluded from this Coverage Part, the definition of "personal and advertising injury" is amended as follows: 1. SECTION V — DEFINITIONS, Paragraph 14.b. is deleted in its entirety and replaced by the following: b. Malicious prosecution or abuse of process; 2. SECTION V — DEFINITIONS, Paragraph 14. is amended by adding the following: Discrimination based on race, color, religion, sex, age or national origin, except when: a. Done intentionally by or at the direction of, or with the knowledge or consent of: (1) Any insured; or (2) Any executive officer, director, stockholder, partner or member of the insured; b. Directly or indirectly related to the employment, former or prospective employment, termination of employment, or application for employment of any person or persons by an insured; Page 11 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 108 PI-GLD-HS (10/11) c. Directly or indirectly related to the sale, rental, lease or sublease or prospective sales, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured; or d. Insurance for such discrimination is prohibited by or held in violation of law, public policy, legislation, court decision or administrative ruling. The above does not apply to fines or penalties imposed because of discrimination. Page 12 of 12 Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company 109 110 CONSENT CALENDAR ITEM NO. 6 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE PLANS, SPECIFICATIONS, AND ENGINEER'S ESTIMATE AND ADVERTISE FOR BIDS, THE NORTH LA QUINTA PARKWAY TURF CONVERSION IMPROVEMENTS LOCATED AT THE NORTHWEST CORNER OF WASHINGTON STREET AND VIA SEVILLA - DEL ORO RECOMMENDATION Approve plans, specifications, and engineer's estimate, and authorize staff to advertise for bids the North La Quinta Parkway Turf Conversion Improvements located at Del Oro (northwest corner of Washington Street and Villa Sevilla). EXECUTIVE SUMMARY • This is the first phase of the 2016/17 North La Quinta Parkway Turf Conversion Project. It is located at the Del Oro development at the northwest corner of Washington Street and Via Sevilla (Attachment 1). • The project will convert over 12,000 square feet of turf to the Desert Oasis plant palette in the parkway and medians. FISCAL IMPACT The project is included in the 2016/17 Capital Improvement Program (CIP) and has Redevelopment Loan Repayment Funds assigned in the amount of $750,000. The following is the approved total project budget and the anticipated project budget for Phase 1 - Del Oro: Project Total Phase 1 - Del Oro Professional: $ 40,422 $ 13,950 Design: $ 52,157 $ 18,000 Inspection/Testing/Survey: $ 50,853 $ 17,550 Construction: $521,569 $180,000 City Administration: $ 26,078 $ 9,000 Contingency: $ 58,921 $ 23,850 Total Budget: $750,000 $262,350 111 The engineer's estimate is $180,000. This preliminary estimate is based on plans that are 95 percent complete and have not been refined. Construction bids have not been received. Staff will make an appropriate fiscal recommendation when Council considers the construction award. BACKGROUND/ANALYSIS Since April 2015, the state has been in a drought emergency and all water districts were requested to reduce potable water consumption up to 32 percent. The City has successfully met this challenge by cutting back on its park irrigation, street landscaping, and by turf conversion to approved drought tolerant landscape palettes wherever possible. The North La Quinta Landscape Conversion Project will feature primarily the Desert Oasis palette utilizing hardscape elements with minimal planting for lower installation costs, long-term maintenance, and water usage, while maintaining an aesthetically pleasing desert landscape environment. While the plans are in final design, staff is requesting approval in order to award the project before City Council recesses in August and September. Contingent upon Council's approval to advertise the project for bid on June 21, 2016, the following is the project schedule: Council Bid Authorization Bid Period Council Considers Project Award Execute Contract and Mobilize Construction (30 Working Days) Accept Improvements ALTERNATIVES June 21, 2016 June 22, 2016 to July 21, 2016 August 2, 2016 August 3 to August 29, 2016 August/September 2016 October 2016 Council may elect to not replace existing turf and shrubs and continue to reduce irrigation to meet water budget instead. This would lead to further deterioration of plants. Staff does not recommend this alternative. Prepared by: Ed Wimmer, P.E., Principal Engineer Approved by: Timothy R. Jonasson, P.E., Design and Development Director/City Engineer Attachment: 1. Vicinity Map 112 Vicinity Map Del Oro COUNTRY CLUB__l f4rE 70 AVENUE 42 FRED WARING DR. G9 VIA SEVILLA PR�1ECr SITE N.7.5. 113 114 CONSENT CALENDAR ITEM NO. 7 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: ADOPT RESOLUTION TO APPROVE AMENDMENT NO. 1 TO THE MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF LA QUINTA AND LA QUINTA CITY EMPLOYEES' ASSOCIATION RECOMMENDATION Adopt a Resolution approving Amendment No. to the Memorandum of Understanding between the City of La Quinta and the La Quinta City Employees' Association. EXECUTIVE SUMMARY • The current Memorandum of Understanding (MOU) with the La Quinta City Employees' Association (LQCEA) provides for a meet and confer reopener to determine an appropriate salary range increase recommendation. • The City and LQCEA met and considered the 2016 World at Work (WOW) salary range adjustments. • The recommended Amendment No.1 is the result of the reopener, which includes a 2.1% salary range increase effective June 27, 2016. FISCAL IMPACT The cost to implement the 2.1% salary structure adjustment to represented membership is $49,805. This cost includes salaries, and related benefits that are adjusted when salaries are adjusted. The cost to implement this same adjustment to Management, Contract Management, and Confidential employees is $53,094. The costs will be absorbed in the current year budget and further budgeted in the 2016/17 Contingency for Staffing account. BACKGROUND/ANALYSIS When the LQCEA and the City accepted a two-year agreement in 2015, both parties further agreed to review salaries and benefits in 2016. In a series of meetings beginning this March, the City and LQCEA met to consider the 2016 WOW salary range adjustments and medical costs. The WOW Salary Budget Survey collects and reviews compensation data from thousands of organizations across the U.S., both private and public. Salaries were last adjusted in July, 2014 when the Council adopted the Classification and Compensation structure. The new medical costs from CalPERS are expected in June or July of this year, at which time staff and LQCEA will meet and confer again. 115 On May 25, 2016, the LQCEA's negotiating team, comprised of their leadership and members, accepted a 2.1% structure adjustment increase to the 2015/16 Schedule of Salary Ranges effective June 27, 2016. Except as modified by this Amendment No. 1, the MOU remains in full force and effect according to its terms. ALTERNATIVES The LQCEA and City have worked in the true spirit of cooperation to equitably serve the needs of both parties. Approval of Amendment No. 1 will conclude a successful labor negotiation process. Staff does not recommend any alternatives. Prepared by: Angela Scott, Human Resources Coordinator Approved by: Chris Escobedo, Director of Community Resources 116 RESOLUTION NO. 2016 - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, APPROVING AND ADOPTING AMENDMENT NO. 1 TO THE MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF LA QUINTA AND THE LA QUINTA CITY EMPLOYEES' ASSOCIATION WHEREAS, the City of La Quinta, hereinafter referred to as "City" and the La Quinta City Employees' Association, the recognized organization representing its members, hereinafter referred to as "Association," have met and conferred over wages, hours, terms, and conditions of employment pursuant to Government Code 3500, as amended; and WHEREAS, the current Memorandum of Understanding (MOU) with the City and Association expiring on June 30, 2017 provides for a meet and confer reopener; WHEREAS, the City and the Association have negotiated and agreed upon a 2.1% structure adjustment increase to the Schedule of Salary Ranges effective June 27, 2016, as set forth in Exhibit A; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of La Quinta, California, as follows: SECTION 1. The City does hereby ratify and approve implementation of the economic benefit and right set forth in Amendment No. 1 between the City and the Association, attached and incorporated herein as Exhibit B and said to the extent the City may legally do so in accordance with the time constraints of said MOU. PASSED, APPROVED and ADOPTED at a regular meeting of the La Quinta City Council held on this 215t day of June, 2016, by the following vote: AYES: NOES: ABSENT: ABSTAIN: LINDA EVANS, Mayor City of La Quinta, California 117 Resolution No. 2016- LQCEA Amendment No. 1 to MOU Adopted: June 21, 2016 Page 2 of 2 ATTEST: SUSAN MAYSELS, City Clerk City of La Quinta, California (CITY SEAL) APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California 118 City of La Quinta Schedule of Salary Ranges Fiscal Year 2016/2017 ANNUAL SALARY RANGES MIN - JOB RATE - DBM Step 1 Step 2 Step 3 Step 4 Step 5 All $37,500.86 $39,375.91 $41,250.95 $43,125.99 $45,001.04 Al2 $41,258.91 $43,321.85 $45,384.80 $47,447.74 $49,510.69 A13 $45,016.95 $47,267.80 $49,518.65 $51,769.49 $54,020.34 B21 $48,786.28 $51,225.60 $53,664.91 $56,104.22 $58,543.54 B22 $52,544.32 $55,171.54 $57,798.76 $60,425.97 $63,053.19 B23 $56,302.37 $59,117.49 $61,932.61 $64,747.72 $67,562.84 B24 $61,008.39 $64,058.81 $67,109.23 $70,159.65 $73,210.06 B25 $66,651.10 $69,983.65 $73,316.20 $76,648.76 $79,981.31 B31 $61,008.39 $64,058.81 $67,109.23 $70,159.65 $73,210.06 B32 $66,651.10 $69,983.65 $73,316.20 $76,648.76 $79,981.31 MIN - JOB RATE - Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 C41 $68,502.83 $71,357.34 $74,211.86 $77,066.37 $79,920.88 $82,771.97 $85,628.54 C42 $72,110.55 $75,115.40 $78,120.24 $81,125.09 $84,129.94 $87,131.18 $90,138.19 C43 $75,718.27 $78,873.45 $82,028.63 $85,183.81 $88,339.00 $91,490.39 $94,647.84 C44 $80,236.05 $83,579.49 $86,922.92 $90,266.36 $93,609.80 $96,949.22 $100,295.06 C45 $85,653.05 $89,222.21 $92,791.38 $96,360.54 $99,929.70 $103,494.58 $107,066.31 D61 $90,170.83 $93,928.25 $97,685.67 $101,443.08 $105,200.50 $108,953.41 $112,713.54 D62 $94,679.37 $98,624.66 $102,569.95 $106,515.24 $110,460.53 $114,401.08 $118,349.21 D63 $99,413.34 $103,555.89 $107,698.45 $111,841.00 $115,983.55 $120,121.14 $124,266.67 D64 $104,384.01 $108,733.69 $113,083.37 $117,433.05 $121,782.73 $126,127.19 $130,480.01 D65 $109,603.21 $114,170.37 $118,737.54 $123,304.70 $127,871.87 $132,433.55 $137,004.01 E81 $115,083.37 $119,878.89 $124,674.41 $129,469.94 $134,265.46 $139,055.23 $143,854.21 E82 $120,837.53 $125,872.84 $130,908.14 $135,943.44 $140,978.74 $146,007.99 $151,046.92 E83 $126,879.41 $132,166.48 $137,453.54 $142,740.61 $148,027.67 $153,308.39 $158,599.26 F101 $163,360.00 $170,167.21 $176,974.42 $183,781.63 $190,588.84 $197,387.89 $204,200.00 MONTHLY SALARY RANGES MIN - JOB RATE - DBM Step 1 Step 2 Step 3 Step 4 Step 5 All $3,125.07 $3,281.33 $3,437.58 $3,593.83 $3,750.09 Al2 $3,438.24 $3,610.15 $3,782.07 $3,953.98 $4,125.89 A13 $3,751.41 $3,938.98 $4,126.55 $4,314.12 $4,501.70 B21 $4,065.52 $4,268.80 $4,472.08 $4,675.35 $4,878.63 B22 $4,378.69 $4,597.63 $4,816.56 $5,035.50 $5,254.43 B23 $4,691.86 $4,926.46 $5,161.05 $5,395.64 $5,630.24 B24 $5,084.03 $5,338.23 $5,592.44 $5,846.64 $6,100.84 B25 $5,554.26 $5,831.97 $6,109.68 $6,387.40 $6,665.11 B31 $5,084.03 $5,338.23 $5,592.44 $5,846.64 $6,100.84 B32 $5,554.26 $5,831.97 $6,109.68 $6,387.40 $6,665.11 MIN - JOB RATE - Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 C41 $5,708.57 $5,946.45 $6,184.32 $6,422.20 $6,660.07 $6,897.66 $7,135.71 C42 $6,009.21 $6,259.62 $6,510.02 $6,760.42 $7,010.83 $7,260.93 $7,511.52 C43 $6,309.86 $6,572.79 $6,835.72 $7,098.65 $7,361.58 $7,624.20 $7,887.32 C44 $6,686.34 $6,964.96 $7,243.58 $7,522.20 $7,800.82 $8,079.10 $8,357.92 C45 $7,137.75 $7,435.18 $7,732.61 $8,030.04 $8,327.48 $8,624.55 $8,922.19 D61 $7,514.24 $7,827.35 $8,140.47 $8,453.59 $8,766.71 $9,079.45 $9,392.79 D62 $7,889.95 $8,218.72 $8,547.50 $8,876.27 $9,205.04 $9,533.42 $9,862.43 D63 $8,284.44 $8,629.66 $8,974.87 $9,320.08 $9,665.30 $10,010.09 $10,355.56 D64 $8,698.67 $9,061.14 $9,423.61 $9,786.09 $10,148.56 $10,510.60 $10,873.33 D65 $9,133.60 $9,514.20 $9,894.79 $10,275.39 $10,655.99 $11,036.13 $11,417.00 E81 $9,590.28 $9,989.91 $10,389.53 $10,789.16 $11,188.79 $11,587.94 $11,987.85 E82 $10,069.79 $10,489.40 $10,909.01 $11,328.62 $11,748.23 $12,167.33 $12,587.24 E83 $10,573.28 $11,013.87 $11,454.46 $11,895.05 $12,335.64 $12,775.70 $13,216.61 F101 $13,613.33 $14,180.60 $14,747.87 $15,315.14 $15,882.40 $16,448.99 $17,016.67 EffectiaeVne 27, 2016 120 AMENDMENT NO.1 TO MEMORANDUM OF UNDERSTANDING This AMENDMENT NO. 1 ("Amendment") is made by and between the CITY OF LA QUINTA ("City") and the LA QUINTA CITY EMPLOYEES' ASSOCIATION ("Association") as of June 27, 2016. RECITALS A. WHEREAS, Association and City entered into a Memorandum of Understanding ("MOU") on July 1, 2015 which covers the period of July 1, 2015 through June 30, 2017; and B. WHEREAS, Section 3.A of the MOU provides that the parties shall consider the 2016 World at Work ("WOW") salary range adjustments projections to determine an appropriate salary range increase recommendation; and C. WHEREAS, City and Association have considered the 2016 World at Work ("WOW") salary range adjustments and concluded the reopener, and have arrived at a consensus on a 2.1% increase to the Fiscal Year 2015/2016 Schedule of Salary Ranges effective June 27, 2016. NOW THEREFORE, it is agreed by and among the parties as follows: 1. The foregoing Recitals are true and correct and incorporated in full as part of this Amendment. 2. Effective June 27, 2016, the Schedule of Salary Ranges for all employees represented by Association shall be increased by 2.1%. 3. The reopener referenced in Section 3.A of the MOU is concluded/closed for purposes of 2016 WOW adjustment. 4. Except as modified by this Agreement, the MOU remains in full force and effect according to its terms. CITY OF LA QUINTA LA QUINTA CITY EMPLOYEES' ASSOCIATION Its: Mayor Its: President 121 122 CONSENT CALENDAR ITEM NO. 8 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: ADOPT RESOLUTION TO APPROVE BENEFIT ADJUSTMENTS FOR MANAGEMENT, CONTRACT EMPLOYEES, AND CONFIDENTIAL EMPLOYEES AND APPROVE CLASSIFICATION SPECIFICATION REVISIONS RECOMMENDATION Adopt a Resolution approving benefit adjustments for Management, Contract Management, and Confidential Employees effective June 27, 2016 and Classification Specification Revisions. EXECUTIVE SUMMARY The La Quinta City Employees' Association (LQCEA) has accepted a 2.1% salary range increase effective June 27, 2016. The salary adjustment also affects Management, Contract Management, and Confidential Employees who are not represented by the LQCEA. The Classification Specification revisions are part of the personnel reclassifications in Community Resources. FISCAL IMPACT The cost to implement the 2.1% salary structure adjustment to Management, Contract Management, and Confidential employees is $53,094. The costs will be absorbed in the current year budget and further budgeted in the 2016/17 Contingency for Staffing account. The reclassifications would net an annual savings of $29,300. BACKGROUND/ANALYSIS When the City elects to change salaries for the LQCEA, it has also provided the Management, Contract Management, and Confidential employees the same salary and benefit adjustments. Amendment No.1 to the Memorandum of Understanding has been agreed upon with the LQCEA; staff is recommending that the 2.1% salary structure adjustment be provided to Management, Contract Management and Confidential employees. Salaries have not been adjusted since the Classification and Compensation system was adopted in July, 2014. At the June 7, 2016 City Council meeting, staff outlined a realignment of Human Resources staff through two reclassifications. The first is downgrading the vacant Human Resources Manager position to a Human Resources Analyst. The second is upgrading the existing Human Resources Coordinator position to a Human Resources Analyst. Human Resources would operate with two Analysts under the guidance of the Community 123 Resources Director. These changes require the Management Analyst classification specification to be revised. The changes have been incorporated into the 2016/17 budget. ALTERNATIVES The Council may elect to not provide the same salary changes to the unrepresented employees. Prepared by: Angela Scott, Human Resources Coordinator Approved by: Chris Escobedo, Director of Community Resources Attachment: 1. Management Analyst Classification Specification 124 RESOLUTION NO. 2016 - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, APPROVING BENEFIT ADJUSTMENTS FOR NON -REPRESENTED MANAGEMENT, CONTRACT MANAGEMENT AND CONFIDENTIAL EMPLOYEES AND APPROVING CLASSIFICATION SPECIFICATION REVISIONS WHEREAS, the City of La Quinta, hereinafter referred to as "City" desires to make benefit adjustments for non -represented management, contract management, and confidential employees effective June 27, 2016. WHEREAS, the City desires to revise the Management Analyst Classification Specification to include Human Resources Analyst positions. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of La Quinta, California, as follows: SECTION 1. The City does hereby ratify and approve for non -represented management, contract management, and confidential employees implementation of a 2.1% salary structure adjustment effective June 27, 2016, as set forth in Exhibit "A" attached hereto. SECTION 2. The City does hereby ratify and approve the revision of the Management Analyst Classification Specification, as set forth in Exhibit "B" attached hereto. SECTION 3. The City recognizes contract management positions as the City Clerk, City Manager, Community Resources Director, Facilities Director, Finance Director, Principal Engineer, and Design & Development Director. PASSED, APPROVED and ADOPTED at a regular meeting of the La Quinta City Council held on this 215t day of June, 2016, by the following vote: AYES: Council Members Franklin, Osborne, Pena, Radi, Mayor Evans NOES: None ABSENT: None ABSTAIN: None 125 Resolution No. 2016- Adoption Salary Adjustments for Non -Represented Employees Adopted: June 21, 2016 Page 2 LINDA EVANS, Mayor City of La Quinta, California ATTEST: SUSAN MAYSELS, City Clerk City of La Quinta, California (CITY SEAL) APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California 126 City of La Quinta Schedule of Salary Ranges Fiscal Year 2016/2017 ANNUAL SALARY RANGES MIN - JOB RATE - DBM Step 1 Step 2 Step 3 Step 4 Step 5 All $37,500.86 $39,375.91 $41,250.95 $43,125.99 $45,001.04 Al2 $41,258.91 $43,321.85 $45,384.80 $47,447.74 $49,510.69 A13 $45,016.95 $47,267.80 $49,518.65 $51,769.49 $54,020.34 B21 $48,786.28 $51,225.60 $53,664.91 $56,104.22 $58,543.54 B22 $52,544.32 $55,171.54 $57,798.76 $60,425.97 $63,053.19 B23 $56,302.37 $59,117.49 $61,932.61 $64,747.72 $67,562.84 B24 $61,008.39 $64,058.81 $67,109.23 $70,159.65 $73,210.06 B25 $66,651.10 $69,983.65 $73,316.20 $76,648.76 $79,981.31 B31 $61,008.39 $64,058.81 $67,109.23 $70,159.65 $73,210.06 B32 $66,651.10 $69,983.65 $73,316.20 $76,648.76 $79,981.31 MIN - JOB RATE - Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 C41 $68,502.83 $71,357.34 $74,211.86 $77,066.37 $79,920.88 $82,771.97 $85,628.54 C42 $72,110.55 $75,115.40 $78,120.24 $81,125.09 $84,129.94 $87,131.18 $90,138.19 C43 $75,718.27 $78,873.45 $82,028.63 $85,183.81 $88,339.00 $91,490.39 $94,647.84 C44 $80,236.05 $83,579.49 $86,922.92 $90,266.36 $93,609.80 $96,949.22 $100,295.06 C45 $85,653.05 $89,222.21 $92,791.38 $96,360.54 $99,929.70 $103,494.58 $107,066.31 D61 $90,170.83 $93,928.25 $97,685.67 $101,443.08 $105,200.50 $108,953.41 $112,713.54 D62 $94,679.37 $98,624.66 $102,569.95 $106,515.24 $110,460.53 $114,401.08 $118,349.21 D63 $99,413.34 $103,555.89 $107,698.45 $111,841.00 $115,983.55 $120,121.14 $124,266.67 D64 $104,384.01 $108,733.69 $113,083.37 $117,433.05 $121,782.73 $126,127.19 $130,480.01 D65 $109,603.21 $114,170.37 $118,737.54 $123,304.70 $127,871.87 $132,433.55 $137,004.01 E81 $115,083.37 $119,878.89 $124,674.41 $129,469.94 $134,265.46 $139,055.23 $143,854.21 E82 $120,837.53 $125,872.84 $130,908.14 $135,943.44 $140,978.74 $146,007.99 $151,046.92 E83 $126,879.41 $132,166.48 $137,453.54 $142,740.61 $148,027.67 $153,308.39 $158,599.26 F101 $163,360.00 $170,167.21 $176,974.42 $183,781.63 $190,588.84 $197,387.89 $204,200.00 MONTHLY SALARY RANGES MIN - JOB RATE - DBM Step 1 Step 2 Step 3 Step 4 Step 5 All $3,125.07 $3,281.33 $3,437.58 $3,593.83 $3,750.09 Al2 $3,438.24 $3,610.15 $3,782.07 $3,953.98 $4,125.89 A13 $3,751.41 $3,938.98 $4,126.55 $4,314.12 $4,501.70 B21 $4,065.52 $4,268.80 $4,472.08 $4,675.35 $4,878.63 B22 $4,378.69 $4,597.63 $4,816.56 $5,035.50 $5,254.43 B23 $4,691.86 $4,926.46 $5,161.05 $5,395.64 $5,630.24 B24 $5,084.03 $5,338.23 $5,592.44 $5,846.64 $6,100.84 B25 $5,554.26 $5,831.97 $6,109.68 $6,387.40 $6,665.11 B31 $5,084.03 $5,338.23 $5,592.44 $5,846.64 $6,100.84 B32 $5,554.26 $5,831.97 $6,109.68 $6,387.40 $6,665.11 MIN - JOB RATE - Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 C41 $5,708.57 $5,946.45 $6,184.32 $6,422.20 $6,660.07 $6,897.66 $7,135.71 C42 $6,009.21 $6,259.62 $6,510.02 $6,760.42 $7,010.83 $7,260.93 $7,511.52 C43 $6,309.86 $6,572.79 $6,835.72 $7,098.65 $7,361.58 $7,624.20 $7,887.32 C44 $6,686.34 $6,964.96 $7,243.58 $7,522.20 $7,800.82 $8,079.10 $8,357.92 C45 $7,137.75 $7,435.18 $7,732.61 $8,030.04 $8,327.48 $8,624.55 $8,922.19 D61 $7,514.24 $7,827.35 $8,140.47 $8,453.59 $8,766.71 $9,079.45 $9,392.79 D62 $7,889.95 $8,218.72 $8,547.50 $8,876.27 $9,205.04 $9,533.42 $9,862.43 D63 $8,284.44 $8,629.66 $8,974.87 $9,320.08 $9,665.30 $10,010.09 $10,355.56 D64 $8,698.67 $9,061.14 $9,423.61 $9,786.09 $10,148.56 $10,510.60 $10,873.33 D65 $9,133.60 $9,514.20 $9,894.79 $10,275.39 $10,655.99 $11,036.13 $11,417.00 E81 $9,590.28 $9,989.91 $10,389.53 $10,789.16 $11,188.79 $11,587.94 $11,987.85 E82 $10,069.79 $10,489.40 $10,909.01 $11,328.62 $11,748.23 $12,167.33 $12,587.24 E83 $10,573.28 $11,013.87 $11,454.46 $11,895.05 $12,335.64 $12,775.70 $13,216.61 F101 $13,613.33 $14,180.60 $14,747.87 $15,315.14 $15,882.40 $16,448.99 $17,016.67 Effectil'Une 27, 2016 128 City of La Quinta CLASS SPECIFICATION Management Analyst CLASS SERIES I BAND/GRADE/SUBGRADE FLSA STATUS Management Administration I C42 - C44 Exempt CLASS SUMMARY: This class is the fourth level in a four -level Management Administration Series focused on advanced journey level responsibilities. Incumbents are involved with the highest -level analysis work associated, as assigned, with designated City management functions or programs. DISTINGUISHING CHARACTERISTICS: Positions assigned to this classification are responsible for more complex work products and more complex project management and/or program administration/oversight. As assigned, incumbents may supervise staff including conducting performance evaluations, coordinating training; and implementing hiring, discipline and termination procedures. ESSENTIAL DUTIES: This class specification represents only the core areas of responsibilities; specific position assignments will vary depending on the needs of the department. Leads meetings with internal and external customers and stakeholders regarding projects or to address complaints and concerns escalated to a higher staff level. Prepares and administers contracts and consultant or franchise agreements, approves billing, ensures service levels and contractual/franchise expectations are met. Conducts comprehensive research, keeps abreast of changes in assigned field, performs complex, detailed analyses. Prepares and presents complex plans, programs, and technical reports including staff reports for the City Council or Commissions; coordinates/reviews/approves staff input into plans, programs and reports. Prepares and monitors budgets and related documents, prepares and manages project schedules, oversees day-to-day program or staff activities. As assigned, supervises staff to includes: prioritizing and assigning work; conducting performance evaluations; ensuring staff are trained; ensuring that employees follow policies and procedures; maintaining a healthy and safe working environment; and making hiring, termination and disciplinary recommendations. Assists in the development of standards, ordinances, regulations, policies and procedures; interprets same. Performs other duties of a similar nature and level as assigned. POSITION SPECIFIC RESPONSIBILITIES MIGHT INCLUDE:' Positions assigned to Associate Engineer functions may also be responsible for: Performing plan check as requested; Preparing annual Storm Water report; Preparing conditions of approval in land action services, as requested; Coordinating plan check services with City Surveyor, contract plan Traffic Engineer; Reviewing applications, maps, designs, drawings, improvement estimates, and supporting documents; check engineers and City plans, specifications, cost Rev. June 2016 129 City of La Quinta CLASS SPECIFICATION Management Analyst Coordinating engineering activities with other City departments; Processing encroachment permits and other permits for developments; Processing agreements including Subdivision Improvement Agreements with related bonds/ securities and Reimbursement Agreements; and Assisting at the front counter. Positions assigned to Associate Planner functions may also be responsible for: Assisting with preparation of the General Plan and other specific plan documents; Researching, reviewing and analyzing environmental, social and economic data related to planning, land use and community development; and Meeting with the development community to review proposed projects. Positions assigned to Business Analyst (City Manager's Office) functions may also be responsible fo r: Negotiating and preparing contracts; Managing service contracts; Developing organizational metrics and implementing them across departments; Leading customer service initiatives; Analyzing contractor or franchisee performance, financial performance, market data and trends, real estate pro formas and project cash flows; Liaison for the City's business community, assisting in economic development efforts and business attraction; Preparing financial models, operational studies, revenue and expenditure projections; Leading city-wide initiatives such as technology project teams, strategic planning and performance metrics; and Providing assistance/serving as a technical resource for City departments. Positions assigned to Community Programs/Wellness Supervisor functions may also be responsible for: • Developing and executing recreation/senior programs with the community and at the Wellness Center; • Initiating and executing contracts for instructors and services; • Managing full and part-time staff at the Wellness Center; • Managing the daily operations of the facility; and • Working with nonprofit providers on health and social services for seniors. Positions assigned to HR Analyst functions may also be responsible for: • Developing a comprehensive understanding of the business organization; • Assisting the City Manager and Director in the strategy and future direction of the City in order to assess and communicate Human Resources and organizational development needs; • Leading organizational assessment needs, identifying key opportunities, and recommending solutions that can be addressed through Human Resources; • Embedding the processes, activities, and behaviors to foster the culture that will achieve the City's strategic focus; • Developing and delivering training programs at all employee and managerial levels; Rev. June 2016 2 130 City of La Quinta CLASS SPECIFICATION Management Analyst • Working with Information Technology and Finance to ensure comprehensive analytics that service to provide strategic analysis and trending information; • Presenting and interpreting findings to various members of Human Resource customers and ability to adjust presentation materials to those various audiences; • Conducting recruitments, screening and examination; • Conducting classification reviews and compensation schedules (compensation analysis). Positions assigned to Management Analyst (Design and Development) functions may also be responsible for: • Coordinating department annual budget analysis, development and reporting via financial software; • Coordinating Public Works Internship Program and National Public Works Week celebration; • Creating department communication, promotion, and outreach: preparing presentations/ articles/press releases, assisting homeowners and businesses, developing and updating department Webpages, and providing GORequest system administration; • Updating Developer Engineer's Handbook, Public Works Strategic Plan, Self -Assessment Update; etc., as assigned; and • Assisting with overall department support on agreements, requests for proposals, public process for Capital Improvement Projects, staff report processing, department meetings/special events, staff reward program, and counter support. Positions assigned to Principal Planner functions may also be responsible for: Analyzing complex planning, zoning, and development issues and developing recommendations; Preparing and presenting a variety of oral reports and recommendations for projects at public and commission hearings; Meeting with developers, customer and other department representatives regarding proposed or contemplated projects; and Researching, reviewing, and analyzing complex environmental, social, and economic data related to planning, community development and land use activities. TRAINING AND EXPERIENCE: Bachelor's Degree and, as assigned, four (4) years experience related to area of assignment. Or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. LICENSING/CERTIFICATIONS: • Some positions may require a valid Class C California Driver's License. • Engineer In Training (EIT) certificate required within one year of hire for engineering assignments. Supervisory principles; Budgetary principles; Applicable local, state and federal laws, rules and regulations; Project management methods including leading cross -functional teams; Rev. June 2016 3 131 City of La Quinta CLASS SPECIFICATION Management Analyst Contract administration and performance monitoring; Program development, administration and evaluation principles; Research methods, statistical analysis, program analysis and report preparation; Organizational structure of the city and city services as they relate to area of assignment; Operating modern office equipment; and Communication, interpersonal skills as applied to interaction with subordinates, coworkers, supervisor, the general public, etc. sufficient to exchange or convey information, evaluate performance and provide and/or receive work direction. Positions assigned to Community Resources also require knowledge of: • Safety precautions and procedures for public recreation and senior activities; • Principles and techniques of recreational, cultural and social programs and senior activities; and • Public information and marketing strategies. Positions assigned to Engineering also require knowledge of: • Principles of civil engineering; • Topographic and construction surveying; • Methods and materials used in engineering construction; and • Computer Aided Design (CAD) programs. Positions assigned to Management/Business Analysts also require knowledge of: • Principles of change management; • Principles of business process analysis and financial analysis; and • Advanced financial modeling and forecasting techniques. Positions assigned to Planning also require knowledge of: • Principles of land use planning and development; and • Demographic, environmental, social, economic and land use concepts. Advanced research and critical thinking; Analysis and problem -solving; Influencing the organization across multiple levels; Mathematical computations; Negotiation and conflict resolution; Supervising and evaluating employees; Prioritizing and assigning work; Preparing written reports of high complexity and keeping accurate records; Operating a computer and applicable software applications; Applying local, state and federal laws, rules and regulations; Customer service; and Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction. ADA AND OTHER REQUIREMENTS: Rev. June 2016 4 132 City of La Quinta CLASS SPECIFICATION Management Analyst Positions in this class typically require: standing, walking, fingering, talking, hearing, seeing and repetitive motions. Some assignments may be characterized as Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. NOTE: The above job description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department. CLASS HISTORY INFORMATION: Draft prepared by Fox Lawson & Associates, a Division of Gallagher Benefit Services (DT) (3/2014) Revised by City of La Quinta (1/2016) Rev. June 2016 5 133 134 CONSENT CALENDAR ITEM NO. 9 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE BID DOCUMENTS AND ADVERTISE PLAYGROUND EQUIPMENT INSTALLATION FOR MISCELLANEOUS PARKS AMERICANS WITH DISABILITIES ACT IMPROVEMENTS PROJECT RECOMMENDATION Approve bid documents and authorize staff to advertise the Playground Equipment Installation for the Miscellaneous Parks Americans with Disabilities Act Improvements Project. EXECUTIVE SUMMARY • This project will replace existing noncompliant playground equipment with new, previously purchased, Americans with Disabilities Act (ADA) compliant playground equipment at Velasco Park, Eisenhower Park, and Saguaro Park (Attachment 1). FISCAL IMPACT The new playground equipment was purchased with Community Development Block Grant funds from the Miscellaneous Parks Americans with Disabilities Act Improvements (Project No. 2013-02). Council approved using remaining Quimby funds to install the playground equipment. The anticipated project budget is: Project Total Professional: $ 5,890 Inspection/Testing/Survey: $ 7,410 Construction: $76,000 City Administration: $ 3,800 Contingency: $ 775 Total Budget: $93,875 BACKGROUND/ANALYSIS Since the contractor did not have the required specialty license, the playground equipment was not installed as part of the original contract. 135 Contingent upon Council's approval to advertise the project for bid on June 21, 2016, the following is the project schedule: Council Bid Authorization Bid Period Council Considers Project Award Execute Contract and Mobilize Construction (30 Working Days) Accept Improvements ALTERNATIVES June 21, 2016 June 22, 2016 to July 21, 2016 August 2, 2016 August 3 to August 29, 2016 August/September 2016 October 2016 Since ADA compliant equipment is a state requirement for all playgrounds and a specialty license is required to install playground equipment, staff does not recommend an alternative course of action. Prepared by: Ed Wimmer, P.E., Principal Engineer Approved by: Timothy R. Jonasson, P.E., Design and Development Director/City Engineer Attachment: 1. Location Map 136 fresh W@.ing for ndion Wells ountry Club LEi Quints Resort & Club Fred'Varing Cr r PARE s Ave 111 6 ig Fred Wgring Dr Heritage Palms Mile Ave Golf Club Miles Aare Indian 'Springs Golf Club {ii tT+ Ave AS . 4� w } J Le Guiinta* 3 CDuntry Club Avenue 90 Avenue 5s�i Ln The Citrus Course rn Avenue 52 7 � r Le Quinta° • 2 s=. ti cal le chdlm cal le ?"Irid Cal le Tereds l 0e, act. rrr . Calfet.aly:. Ave Wit- Attachment 1— Location Map Project No. 2013-02A Playground Equipment Installation 1. Velasco Park 2. Eisenhower Park 3. Saguaro Park Avenue 52 Avenue 52 y 4". x 4� Awemue 54 m �. 4n J 137 138 CONSENT CALENDAR ITEM NO. 10 City of La Quinta CITY COUNCIL MFFTTNC-j: .tune 21, 2016 STAFF REPORT AGENDA TITLE: ACCEPT CIVIC CENTER CAMPUS AND FIRE STATION 70 TURF CONVERSION IMPROVEMENTS RECOMMENDATION Accept the Civic Center Campus and Fire Station 70 Turf Conversion Improvements project as 100 percent complete; authorize the City Clerk to file a Notice of Completion with Riverside County Recorder; and authorize staff to release retention in the amount of $16,403, thirty-five days after the Notice of Completion is recorded. EXECUTIVE SUMMARY • This project entailed turf conversion of about 62,000 square feet at the Civic Center Campus and about 20,800 square feet at Fire Station 70. • The work has been completed and Council acceptance will complete the contract and allow final payment. FISCAL IMPACT The following is the accounting for the Campus portion of this project: Original Contract Amount $ 264,090 Contract Change Orders $ 2,600 Final Contract Amount $ 266,690 Project Budget $ 477,000 Final Contract Amount ($ 266,690) Design, Professional, & Personnel Costs ($ 30,196) Inspection, Survey, Testing Plans, & Other Construction Costs ($ 12,956) Anticipated CVWD Turf Reduction Rebate/Reimbursement $ 24,875 Anticipated Funds Remaining* $ 192,033 * All costs to date have been accounted for and no further costs are anticipated 139 The following is the accounting for the Fire Station portion of this project: Original Contract Amount $ 57,210 Contract Change Orders 4,142 Final Contract Amount $ 61,352 Project Budget $ 220,000 Final Contract Amount ($ 61,352) Design, Professional, & Personnel Costs ($ 11,674) Inspection, Survey, Testing Plans, & Other Construction Costs ($ 3,294) Anticipated CVWD Turf Reduction Rebate/Reimbursement $ 24,875 Anticipated Funds Remaining* $ 168,555 * All costs to date have been accounted for and no further costs are anticipated BACKGROUND/ANALYSIS On February 2, 2016, Council awarded a $321,300 contract to Conserve LandCare to construct the Civic Center Campus Conversion Improvements (Project No. 2015-05) located at Washington Street and Calle Tampico, and the Fire Station 70 Turf Conversion Improvements (Project No. 2015-14) located at the corner of Madison Street and Avenue 54 (Attachment 1). On March 7, 2016, a Notice to Proceed was issued with a 45 working day contract completion time starting March 21, 2016 and ending May 20, 2016. The project was deemed substantially complete on May 19, 2016. No liquidated damages or early completion incentives are recommended. Contract Change Order Nos. 1 through 3 were issued for additional tree removal at the Civic Center Campus, the installation of additional plants at the fire station, and a contract adjustment between the bid quantities and the actual quantities installed. The project is 100 percent complete and in compliance with the plans and specifications. Staff recommends project acceptance and retention release thirty-five days after the Notice of Completion is recorded. ALTERNATIVES Since the project has been constructed and found in conformance to the plans and specifications, staff does not recommend an alternative. Prepared by: Ed Wimmer, P.E., Principal Engineer Approved by: Timothy R. Jonasson, P.E. Design and Development Director/City Engineer Attachment: 1. Vicinity Map 140 ATTACHMENT 1 L.Q. CAMPUS & CITY HALL 7a-495 CALLE TAMPICO, LA QUINTA, CA 92253 AVE. PROJECT 50 LOCAT1041 CALLE TAMPICO CD VENIDA ONTEZ MA Ui !IVEN€DA LA FOND m LAJ Uj AVENUE 52 W Q I-Q. FIRE STATION 54001 MADISON AVENUE. LA QUINTA, CA 922W PROJECT LOCATION AVENUE 54 w VICINITY MAP Z Q LA QUINTA, CALIFORNIA L ' W W 141 142 CONSENT CALENDAR ITEM NO. 11 City of La Quinta CITY COUNCIL MFFTTNC-j: .tune 21, 2016 STAFF REPORT AGENDA TITLE: ACCEPT FRITZ BURNS PARK PARKWAY TURF CONVERSION IMPROVEMENTS RECOMMENDATION Accept the Fritz Burns Park Parkway Turf Conversion Improvements project as 100 percent complete; authorize the City Clerk to file a Notice of Completion with Riverside County Recorder; and authorize staff to release retention in the amount of $7,606, thirty-five days after the Notice of Completion is recorded. EXECUTIVE SUMMARY This project entailed the conversion of approximately 27,160 square feet of turf located in the Avenida Bermudas parkway at Fritz Burns Park to desert landscape. • The work has been completed and Council acceptance will complete the contract and allow final payment. FISCAL IMPACT The following is the accounting for this project: Original Contract Amount $ 163,180 Contract Change Order No. 1 $ 1,881 Contract Quantity Adjustment CCO #2 (Credit) ($ 12,9571 Final Contract Amount $ 152,104 Project Budget $ 250,000 Final Contract Amount ($ 152,104) Design, Professional, & Personnel Costs ($ 51,158) Inspection, Survey, Testing Plans, & Other Construction Costs ($ 13,305) Anticipated CVWD Turf Conversion Rebate/Reimbursement $ 24,875 Anticipated Funds Remaining* $ 58,308 * All costs to date have been accounted for and no further costs are anticipated 143 BACKGROUND/ANALYSIS On February 2, 2016, Council awarded a $163,180 contract to Conserve LandCare to construct the Fritz Burns Park Parkway Turf Conversion Improvements (Project No. 2015- 13), which is located at the southeast corner of Avenida Bermudas and Avenue 52 (Attachment 1). On March 7, 2016, a Notice to Proceed was issued with a 40 working day contract completion time starting March 28, 2016, and ending May 20, 2016. The project was deemed substantially complete on May 13, 2016. No liquidated damages or early completion incentives are recommended. Contract Change Order Nos. 1 and 2 were issued to upgrade the irrigation flow sensor to enhance the performance of the existing irrigation system; and, to adjust the bid quantities to the actual quantities installed. Project construction effort is now 100 percent complete and is in compliance with the plans and specifications. Staff recommends acceptance of the project and release of the retention thirty-five days after the Notice of Completion is recorded. ALTERNATIVES Since the project has been constructed and found in conformance to the plans and specifications, staff does not recommend an alternative. Prepared by: Ed Wimmer, P.E., Principal Engineer Approved by: Timothy R. Jonasson, P.E. Design and Development Director/City Engineer Attachment: 1. Vicinity Map 144 AT MO M ENT 1 Vicinity Map LOCATED IN A PORTION OF THE SE 114 SECTION 1 N.T.S. TOWNSHIP 6 SOUTH, RANGE 6 EAST, S. B.B. AND M. 145 146 CONSENT CALENDAR ITEM NO. 12 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE EXCUSE ABSENCES FOR PLANNING COMMISSIONERS WRIGHT AND WILKINSON FROM MAY 24 AND JUNE 14, 2016 PLANNING COMMISSION MEETINGS RECOMMENDATION Excuse absences for Commissioner Wright from the Planning Commission meeting on May 24, 2016 and Commissioner Wilkinson from the June 14, 2016 meeting. :XECUTIVE SUMMARY Commissioner Wright requested to be excused from the May 24, 2016 Planning Commission meeting due to a personal matter. He has one excused absence during this fiscal year. • Commissioner Wilkinson requested to be excused from the June 14, 2016 Planning Commission meeting due to a personal matter. He has no prior absences during this fiscal year. FISCAL IMPACT No meeting attendance compensation is paid to absent members. BACKGROUND/ANALYSIS The Municipal Code states: "If any member of a board, commission or committee absents him/herself from two consecutive regular meetings, or absents him/herself from a total of three regular meetings within any fiscal year, his/her office shall become vacant and shall be filled as any other vacancy. A board, commission or committee member may request advance permission from the city council to be absent at one or more regular meetings due to extenuating circumstances, and/or may request the city council to excuse an absence after -the -fact where such extenuating circumstances prevented the member from seeking advance permission to be absent. If such permission or excuse is granted by the city council, the absence shall not be counted toward the above -stated limitations on absences." ALTERNATIVFS Council may deny these requests, which would result in the absence being counted toward the commissioners' limitation on absences as noted above. Prepared by: Teresa Thompson, Deputy City Clerk Approved by: Susan Maysels, City Clerk 147 148 CONSENT CALENDAR: 13 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE FIRST AMENDMENT TO EMPLOYMENT AGREEMENT WITH CITY MANAGER RECOMMENDATION Approve First Amendment to Employment Agreement with City Manager. EXECUTIVE SUMMARY Last year, the City Council approved the current Employment Agreement with the City Manager for a term commencing June 4, 2015 through June 3, 2018. The City Manager's current annual base salary is $198,900, and the City Council is considering an increase to $204,200, effective June 27, 2016. All other terms and conditions in the current Employment Agreement would remain the same. FISCAL IMPACT There would be an increase of $5,300 per year to cover the proposed increase in the City Manager's annual base salary. The increase would be effective concurrently with the anticipated 2.1% increase negotiated with the La Quinta City Employees' Association, which also will be considered by the Council at the June 21, 2016 regular meeting. BACKGROUND/ANALYSIS The Council approved the current Employment Agreement for the City Manager, which substantially revised the evaluation process from the prior City Manager employment contract. Among other provisions, the current Employment Agreement added performance -based compensation metrics used when conducting the City Manager's annual review. At the June 7, 2016 meeting, the Council conducted the City Manager's annual performance evaluation pursuant to Government Code section 54947, which resulted in a proposal to increase the annual base salary from $198,900.00 to $204,200.00. The attached First Amendment would effectuate that increase. ALTERNATIVES None proposed. Prepared by: William H. Ihrke, City Attorney Attachment: 1. First Amendment to Employment Agreement `rp, 150 FIRST AMENDMENT TO EMPLOYMENT AGREEMENT This FIRST AMENDMENT TO EMPLOYMENT AGREEMENT (the "First Amendment") is made and entered as of June 21, 2016 (the "Effective Date"), by and between the City of La Quinta, a public body (the "City" or "Employer"), and Frank J. Spevacek, an individual (the "Employee"), both of whom understand as follows: WITNESSETH: WHEREAS, the parties entered into an Employment Agreement as of July 21, 2015, for a Term from June 4, 2015 through June 3, 2018; and WHEREAS, the parties now desire to amend the Employment Agreement. NOW, THEREFORE, in consideration of the mutual covenants herein contained, the parties agree as follows: Section 1. Section 6.A of the Employment Agreement is amended to increase Employee's annual base salary from $198,900.00 to $204,200.00, effective June 27, 2016. All other terms and conditions in Sections 6.A and 6.B to remain the same. Section 2. Except as specifically amended by this First Amendment, the terms and conditions in the Employment Agreement remain the same and in full force and effect. IN WITNESS WHEREOF, the City of La Quinta has caused this First Amendment to be signed and executed in its behalf by its Mayor, and duly attested by its City Clerk, and the Employee has signed and executed this First Amendment, both in duplicate, to become effective as of the Effective Date. EMPLOYER: CITY OF LA QUINTA LINDA EVANS, Mayor City of La Quinta, California /_1i1*111F SUSAN MAYSELS, City Clerk City of La Quinta, California (City Sea[) In APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California EMPLOYEE: FRANK J. SPEVACEK `M City of La Quinta BUSINESS SESSION ITEM NO. 1 CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE.: APPOINT ONE MEMBER TO THE PLANNING COMMISSION RECOMMENDATION Appoint one member to the Planning Commission. aXECUTIVE SUMMARY • The City has established a number of boards and commissions which require public participation and membership. • At the June 8, 2016 meeting Council filled all but one Planning Commission seat. • The four Councilmembers in attendance interviewed and narrowed candidates down to Ms. Caldwell and Mr. Wright to fill the one full -term seat remaining. FISCAL IMPACT The Planning Commission stipend amount of $100 per member, per meeting attended is included in the 2016/17 Budget. BACKGROUND/ANALYSIS The Council has established boards/commissions to facilitate broader participation in City governance, to solicit a broad range of opinions on City issues, and to introduce citizens to the municipal government process. The Council held a special meeting on June 8, 2016, for the sole purpose of interviewing and appointing residents to the various boards and commissions. All Councilmembers were in attendance at this meeting with the exception of Councilmember Osborne. The Council appointed Paul Quill to fill one of the two full -term vacancies on the Planning Commission and Andrea Spirtos to serve as the Alternate. The second full -term vacancy remains open due to a 2-2 tie vote for Robert Wright and Mary Caldwell. ALTERNATIVES With all five Councilmembers present there will not be a tie, so no alternative is suggested. Prepared by: Pam Nieto, Deputy City Clerk Approved by: Susan Maysels, City Clerk Attachment: 1. Applications 153 154 BUSINESS SESSION ITEM NO. 2 City of La Quinta CITY COUNCIL MEETING: JUNE 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE FIRST AMENDMENT TO THE AGREEMENT BETWEEN COUNTY OF RIVERSIDE AND CITY OF LA QUINTA FOR ANIMAL SHELTER, FIELD AND LICENSING SERVICES FOR 2016/17 RECOMMENDATION Approve Amendment No.1 to the Agreement between County of Riverside and City of La Quinta for 2016/17, in the amount of $252,000. EXECUTIVE SUMMARY On January 19, 2016, Council approved an agreement with Riverside County Department of Animal Services (RCDAS) for animal shelter, field and licensing services, which expires on June 30, 2016. • By contracting with RCDAS for full time animal field services, Code Compliance staff has initiated proactive code compliance efforts. To date, approximately 260 cases in the Cove and Highway 111 have been initiated. RCDAS has provided full time animal services for four months; the transition period has been successful and service levels have been maintained. FISCAL IMPACT The projected 2016/17 cost is $252,000, which is budgeted in the Animal Control/Code Compliance budget; projected 2016/17 revenue from dog licenses is $26,000. 3ACKGROUND/ANALYSIS Since February 15, 2016, the RCDAS officer has patrolled our city, enforced animal laws, impounded dogs at large, provided cat traps, issued citations, provided testimony and written reports for animal bites, patrolled hiking trails for dogs at large, and investigated and relocated prohibited roosters. The overall evaluation is that RCDAS has successfully performed the essentialjob duties. While successfully performing these duties, staff has engaged RCDAS on service enhancements, with the most notable being reducing service call waiting time. Staff is also working with RCDAS to ensure active street patrolling is maintained, field hours are monitored, and customer service complaints are addressed in a timely manner. The City will continue to retain the administrative aspects of animal services including all animal bite and vicious declaration hearings per Ordinance 530. To date, five bite incidents have occurred and three mandatory hearings were held. 155 If approved, Amendment No. 1 will provide a one year extension from July 1, 2016 to June 30, 2017, with an additional one year extension to be considered before June 30, 2017. All other terms of the contract remain the same, including: • Guaranteed staff resource for 2,080 hours per year for service calls during normal working hours; • Continued RCDAS services for on -call and after-hours animal field emergency services; • All Worker's Compensation, commercial general and vehicle liability coverages; and • RCDAS-provided vehicle (maintenance and fuel costs included in Agreement cost). This contract has enabled Staff to successfully focus attention on proactive enforcement by implementing survey zones and phasing projects throughout the city. In addition, staff has been providing increased community outreach services. Most recently, staff and animal advocates met to discuss the upcoming RCDAS agreement renewal, possible spay and neuter services by a non-profit, certified dog trainer for behavior modification/training, and a low cost spay/neuter bus to transport owners and animals for these service providers. ALTERNATIVES Council may direct staff to re-establish animal control duties in-house which would require either adding an animal control officer (in order to maintain the Code compliance effort) or assigning animal control to the existing staff and thus reducing Code compliance efforts. These options would require the City to purchase a new animal control vehicle (approximately $65,000). Prepared by: Anthony Moreno, Animal Control/Code Compliance Supervisor Approved by: Chris Escobedo, Director of Community Resources Attachments: 1. Amendment No. 1 156 15-011 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 FIRST AMENDMENT TO THE AGREEMENT BETWEEN COUNTY OF RIVERSIDE AND CITY OF LA QUINTA (Animal Field and Shelter Services) That certain Agreement between the County of Riverside through its Department of Animal Services (COUNTY) and City of La Quinta (CITY), approved on March 15, 2016, executed by the Board of Supervisors item 3-4, is hereby amended for the first time effective July 1, 2016 as follows: 1. To amend the period of performance from July 1, 2015 through June 30, 2016 to July 1 2016 through June 30, 2017. 2. All other terms and conditions of this Agreement are to remain unchanged. IN WITNESS WHEREOF, THE Parties hereto have caused their duly authorized representatives to execute this Amendment. Un John J. Benoit, Chairman Board of Supervisors Date: ATTEST: Kecia Harper-Ihem, Clerk Lo Approved as to form: Lo Date: County Council Min IM Frank J. Spevacek, City Manager Date: ATTEST: Susan Maysels, Clerk Ra Approved as to form: LOIN Date: City Council 15 158 BUSINESS SESSION ITEM NO. 3 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE.; APPROVE PROFESSIONAL SERVICES AGREEMENT WITH MUNISERVICES, LLC FOR FRANCHISE FEE COMPLIANCE REVIEW RECOMMENDATION Approve a Professional Services Agreement with MuniServices, LLC and authorize the City Manager to execute the agreement. (EXECUTIVE SUMMARY • On January 19, 2016, the Citizen Advisory Committee provided findings and recommendations to the Council that included maximizing franchise fee revenue. • Historically, the City has not audited franchise utilities to ensure compliance with agreements. • A request for proposals (RFP) was sent to firms specializing in franchise utility revenue compliance. • A selection committee reviewed all proposals and recommends approval of the Professional Services Agreement (PSA) (Attachment 1) with MuniServices, LLC. FISCAL IMPACT The PSA has a fixed cost of $10,000, with a contingency fee capped at $200,000. Funds are available in the City Manager's Department Contract Services Account. BACKGROUND/ANALYSIS The City maintains franchise agreements with various utility providers that outline requirements for use of public right-of-ways in exchange for a fee. The utility periodically remits franchise fees to the City based upon a wide variety of criteria. To date, an independent firm has not performed franchise utility audits since the City incorporated. An audit of franchise agreements will ensure compliance and that fees were correctly calculated and remitted to the City, especially when annexations have occurred. In January, the Citizen Advisory Committee recommended review of all franchise agreements to ensure the City was receiving its full share of fees by the franchise utilities operating in the community. In addition, the updated calculations could potentially have a positive impact on current and future franchise fee revenue. IM, City staff authored a scope of work and published a RFP for Utility Franchise Fee Audit Services on April 28, 2016. The RFP was published on the City website and emailed directly to several vendors specializing in franchise fee compliance review services. Responses were received from MuniServices, LLC and Telanalysis, LLC. A selection committee was comprised of Ted Shove, Business Analyst; Martha Mendez, Public Safety Manager; and Gilbert Villalpando, Management Assistant. Scoring was based on experience, project understanding, reference verification and ability to complete projects in a timely manner. In reviewing proposals and communicating with vendors that perform similar services, the industry standard for performing services includes a contingency fee based upon a percentage of revenue recovered. For this agreement, the contingency is capped at $200,000. Should the vendor be entitled to the full contingency, the City would gross net $1.175 million in additional franchise fee revenue. MuniServices, LLC has met all of the qualifications and the selection committee recommends approval of the PSA. ALTERNATIVES As the selection process has met City requirements and the selected firm meets or exceeds all required qualifications, staff does not recommend an alternative. Prepared by: Ted Shove, Business Analyst Approved by: Frank J. Spevacek, City Manager Attachments: 1. Professional Services Agreement I Me PROFESSIONAL SERVICES AGREEMENT THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made and entered into by and between the CITY OF LA QUINTA, ("City"), a California municipal corporation, and MuniServices, LLC ("Consultant"). The parties hereto agree as follows: 1.1 SERVICES OF CONSULTANT 1.2 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide those services related to a Franchise Fee Compliance Review of the City's Natural Gas, Electric, Cable and Telecommunication Utility Providers collecting taxes and/or fees on the City's behalf, as specified in the "Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this reference (the "Services"). Consultant represents and warrants that Consultant is a provider of first-class services and Consultant is experienced in performing the Services contemplated herein and, in light of such status and experience, Consultant covenants that it shall follow the highest professional standards in performing the Services required hereunder. For purposes of this Agreement, the phrase "highest professional standards" shall mean those standards of practice recognized by one or more first-class firms performing similar services under similar circumstances. 1.3 Compliance with Law. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, regulations, and laws of the City and any Federal, State, or local governmental agency of competent jurisdiction. 1.4 Licenses, Permits, Fees and Assessments. Except as otherwise specified herein, Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the Services required by this Agreement, including a City of La Quinta business license. Consultant and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required for the performance of the Services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the performance of the Services required by this Agreement, and shall indemnify, defend (with counsel selected by City), and hold City, its elected officials, officers, employees, and agents, free and harmless against any such fees, assessments, taxes, penalties, or interest levied, assessed, or imposed against City hereunder. Consultant shall be responsible for all subcontractors' compliance with this Section. 1.5 Familiarity with Work. By executing this Agreement, Consultant warrants that (a) it has thoroughly investigated and considered the Services to be performed, (b) it has investigated the site where the Services are to be performed, if any, and fully acquainted itself with the conditions there existing, (c) it has carefully considered how the Services should be performed, and (d) it fully understands the facilities, difficulties, and restrictions attending performance of the Services under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the Services or as represented by City, Consultant shall immediately inform City of such fact and shall not proceed except at Consultant's risk until written instructions are received from the Contract Officer (as defined in Section 4.2 hereof). Last revised April 2015 161 1.6 Standard of Care. Consultant acknowledges and understands that the Services contracted for under this Agreement require specialized skills and abilities and that, consistent with this understanding, Consultant's work will be held to a heightened standard of quality. Consistent with Section 1.4 hereinabove, Consultant represents to City that it holds the necessary skills and abilities to satisfy the heightened standard of quality as set forth in this Agreement. Consultant shall adopt reasonable methods during the life of this Agreement to furnish continuous protection to the Services performed by Consultant, and the equipment, materials, papers, and other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the Services by City, except such losses or damages as may be caused by City's own negligence. The performance of Services by Consultant shall not relieve Consultant from any obligation to correct any incomplete, inaccurate, or defective work at no further cost to City, when such inaccuracies are due to the negligence of Consultant. 1.7 Additional Services. In accordance with the terms and conditions of this Agreement, Consultant shall perform services in addition to those specified in the Scope of Services ("Additional Services") only when directed to do so by the Contract Officer, provided that Consultant shall not be required to perform any Additional Services without compensation. Consultant shall not perform any Additional Services until receiving prior written authorization from the Contract Officer, incorporating therein any adjustment in (i) the Contract Sum, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of Consultant. It is expressly understood by Consultant that the provisions of this Section shall not apply to the Services specifically set forth in the Scope of Services or reasonably contemplated therein. It is specifically understood and agreed that oral requests and/or approvals of Additional Services shall be barred and are unenforceable. Failure of Consultant to secure the Contract Officer's written authorization for Additional Services shall constitute a waiver of any and all right to adjustment of the Contract Sum or time to perform this Agreement, whether by way of compensation, restitution, quantum merit, or the like, for Additional Services provided without the appropriate authorization from the Contract Officer. Compensation for properly authorized Additional Services shall be made in accordance with Section 2.3 of this Agreement. 1.8 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in Exhibit " Y (the "Special Requirements"), which is incorporated herein by this reference and expressly made a part hereof. In the event of a conflict between the provisions of the Special Requirements and any other provisions of this Agreement, the provisions of the Special Requirements shall govern. 2.1 COMPENSATION 2.2 Contract Sum. For the Services rendered pursuant to this Agreement, Consultant shall be compensated on a performance -based pricing approach. The City will pay a Ten Thousand Dollar ($10,000) fixed fee, plus a 25% contingent fee on first $300,000 paid to the City as additional revenue and as a direct result of the audit, and 10% contingent fee on revenue received by the city as a direct result of the audit above $300,000, in accordance with Exhibit "B" (the "Schedule of Compensation") in a total amount not to exceed Two Hundred Thousand Dollars ($200,000) (the "Contract Sum"), except as provided in Section 1.6. The method of compensation set forth in the Schedule of Compensation may include a lump sum payment upon completion, payment in accordance with the percentage of completion of the Services, payment for time and materials based upon Consultant's rate schedule, but not exceeding the Contract Sum, or such other methods as may be specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by City; Consultant shall not be entitled to any additional compensation for attending said meetings. Compensation may include Last revised April 2015 -2- 162 reimbursement for actual and necessary expenditures for reproduction costs, transportation expense, telephone expense, and similar costs and expenses when and if specified in the Schedule of Compensation. Regardless of the method of compensation set forth in the Schedule of Compensation, Consultant's overall compensation shall not exceed the Contract Sum, except as provided in Section 1.6 of this Agreement. 2.3 Method of Billing. Any month in which Consultant wishes to receive payment, Consultant shall submit to City no later than the tenth (10th) working day of such month, in the form approved by City's Finance Director, an invoice for Services rendered prior to the date of the invoice. Such invoice shall describe in detail the Services provided, including time and materials. Such invoice shall contain a certification by a principal member of Consultant specifying that the payment requested is for Services performed in accordance with the terms of this Agreement. Subject to retention pursuant to Section 8.3, City will pay Consultant for all items stated thereon which are approved by City pursuant to this Agreement no later than thirty (30) days after invoices are received by the City's Finance Department. 2.4 Compensation for Additional Services. Additional Services approved in advance by the Contract Officer pursuant to Section 1.6 of this Agreement shall be paid for in an amount agreed to in writing by both City and Consultant in advance of the Additional Services being rendered by Consultant. Any compensation for Additional Services amounting to five percent (5%) or less of the Contract Sum may be approved by the Contract Officer. Any greater amount of compensation for Additional Services must be approved by the La Quinta City Council. Under no circumstances shall Consultant receive compensation for any Additional Services unless prior written approval for the Additional Services is obtained from the Contract Officer pursuant to Section 1.6 of this Agreement. 3.1 PERFORMANCE SCHEDULE 3.2 Time of Essence. Time is of the essence in the performance of this Agreement. If the Services not completed in accordance with the Schedule of Performance, as set forth in Section 3.2 and Exhibit C. 3.3 Schedule of Performance. All Services rendered pursuant to this Agreement shall be performed diligently and within the time period established in Exhibit C (the "Schedule of Performance"). Extensions to the time period specified in the Schedule of Performance may be approved in writing by the Contract Officer. 3.4 Force Majeure. The time period specified in the Schedule of Performance for performance of the Services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, including, but not restricted to, acts of God or of the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, acts of any governmental agency other than City, and unusually severe weather, if Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the Services for the period of the forced delay when and if in his or her judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. Extensions to time period in the Schedule of Performance which are determined by the Contract Officer to be justified pursuant to this Section shall not entitle the Consultant to additional compensation in excess of the Contract Sum. 3.5 Term. Unless earlier terminated in accordance with Sections 8.8 or 8.9 of this Agreement, the term of this agreement shall commence on July 1, 2016 and terminate on June 30, 2018 ("Initial Term"). Last revised April 2015 -3- 163 This Agreement may be extended for 3 additional year(s) upon mutual written agreement by both parties ("Renewal Term"). 4.1 COORDINATION OF WORK 4.2 Representative of Consultant. The following principals of Consultant ("Principals") are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the Services specified herein and make all decisions in connection therewith: a. Doug Jensen, SVP Client Services Email: Doug.Jensen(@MuniServices.com b. Julia N. (McGinnis) Erdkamp, Client Services Manager E-mail: Julia.Erdkamp@muniservices.com c. Jonathan Gerth, VP Audit Email: JVGertN( REVDS.com It is expressly understood that the experience, knowledge, capability, and reputation of the foregoing Principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing Principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the Services hereunder. For purposes of this Agreement, the foregoing Principals may not be changed by Consultant and no other personnel may be assigned to perform the Services required hereunder without the express written approval of City, which shall not be unreasonably withheld. 4.3 Contract Officer. The "Contract Officer" shall be the City Manager of City or such other person as may be designated in writing by the City Manager of City. It shall be Consultant's responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the Services, and Consultant shall refer any decisions, that must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority to sign all documents on behalf of City required hereunder to carry out the terms of this Agreement. 4.4 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability, and reputation of Consultant, its principals, and its employees were a substantial inducement for City to enter into this Agreement. Except as set forth in this Agreement, Consultant shall not contract with any other entity to perform in whole or in part the Services required hereunder without the express written approval of City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered, voluntarily or by operation of law, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. Any attempted or purported assignment or contracting by Consultant without City's express written approval shall be null, void, and of no effect. No approved transfer shall release Consultant of any liability hereunder without the express consent of City. Last revised April 2015 -4- 164 4.5 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents, or its employees, perform the Services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision, or control of Consultant's employees, servants, representatives, or agents, or in fixing their number or hours of service. Consultant shall perform all Services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venture or a member of any joint enterprise with Consultant. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Except for the Contract Sum paid to Consultant as provided in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing the Services hereunder. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (" PERS") as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. Consultant agrees to pay all required taxes on amounts paid to Consultant under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant shall fully comply with the workers' compensation laws regarding Consultant and Consultant's employees. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with applicable workers' compensation laws. City shall have the right to offset against the amount of any payment due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this Section. 4.6 Identity of Persons Performing Work. Consultant represents that it employs or will employ at its own expense all personnel required for the satisfactory performance of any and all of the Services set forth herein. Consultant represents that the Services required herein will be performed by Consultant or under its direct supervision, and that all personnel engaged in such work shall be fully qualified and shall be authorized and permitted under applicable State and local law to perform such tasks and services. 4.7 City Cooperation. City shall provide Consultant with any plans, publications, reports, statistics, records, or other data or information pertinent to the Services to be performed hereunder which are reasonably available to Consultant only from or through action by City. 5.1 INSURANCE 5.2 Insurance. Prior to the beginning of any Services under this Agreement and throughout the duration of the term of this Agreement, Consultant shall procure and maintain, at its sole cost and expense, and submit concurrently with its execution of this Agreement, policies of insurance as set forth in Exhibit E (the "Insurance Requirements") which is incorporated herein by this reference and expressly made a part hereof. Last revised April 2015 -5- 165 6.1 INDEMNIFICATION. 6.2 Indemnification. To the fullest extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City and any and all of its officers, employees, and agents, as set forth in Exhibit F ("Indemnification") which is incorporated herein by this reference and expressly made a part hereof. 7.1 RECORDS AND REPORTS. 7.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning Consultant's performance of the Services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that City is greatly concerned about the cost of the Services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the Services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique, or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed. 7.3 Records. Consultant shall keep, and require any subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports (including but not limited to payroll reports), studies, or other documents relating to the disbursements charged to City and the Services performed hereunder (the "Books and Records"), as shall be necessary to perform the Services required by this Agreement and enable the Contract Officer to evaluate the performance of such Services. Any and all such Books and Records shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such Books and Records at all times during normal business hours of City, including the right to inspect, copy, audit, and make records and transcripts from such Books and Records. Such Books and Records shall be maintained for a period of three (3) years following completion of the Services hereunder, and City shall have access to such Books and Records in the event any audit is required. In the event of dissolution of Consultant's business, custody of the Books and Records may be given to City, and access shall be provided by Consultant's successor in interest. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds Ten Thousand Dollars ($10,000.00), this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement. 7.4 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents, and other materials plans, drawings, estimates, test data, survey results, models, renderings, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings, digital renderings, or data stored digitally, magnetically, or in any other medium prepared or caused to be prepared by Consultant specifically for City, its employees, subcontractors, and agents in the performance of this Agreement (the "Documents and Materials") shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the expiration or termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the Documents and Materials hereunder. Any use, reuse or assignment of such completed Documents and Materials for other projects and/or use of uncompleted Last revised April 2015 -6- 166 documents without specific written authorization by Consultant will be at City's sole risk and without liability to Consultant, and Consultant's guarantee and warranties shall not extend to such use, revise, or assignment. Consultant may retain copies of such Documents and Materials for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any Documents and Materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. In the event City or any person, firm, or corporation authorized by City reuses said Documents and Materials without written verification or adaptation by Consultant for the specific purpose intended and causes to be made or makes any changes or alterations in said Documents and Materials, City hereby releases, discharges, and exonerates Consultant from liability resulting from said change. The provisions of this clause shall survive the termination or expiration of this Agreement and shall thereafter remain in full force and effect. Notwithstanding the provisions of this Section 7.3, Consultant's interests in its proprietary documents, including, but not limited to software, and programs or processes, that are created for Consultant's general business use and not for the City's exclusive use under this Agreement will not become the property of the City, even if they are provided to the City for use under this Agreement. 7.5 Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, rights of reproduction, and other intellectual property embodied in the Documents and Materials. Consultant shall require all subcontractors, if any, to agree in writing that City is granted a non-exclusive and perpetual license for the Documents and Materials the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all of the Documents and Materials. Consultant makes no such representation and warranty in regard to the Documents and Materials which were prepared by design professionals other than Consultant or provided to Consultant by City. City shall not be limited in any way in its use of the Documents and Materials at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7.6 Release of Documents. The Documents and Materials shall not be released publicly without the prior written approval of the Contract Officer or as required by law. Consultant shall not disclose to any other entity or person any information regarding the activities of City, except as required by law or as authorized by City. 8.1 ENFORCEMENT OF AGREEMENT. 8.2 California Law. This Agreement shall be interpreted, construed, and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 8.3 Disputes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by submitting a claim therefore. The injured party shall continue performing its obligations hereunder so long as the injuring party commences to cure such default within Last revised April 2015 -7- 167 ten (10) days of service of such notice and completes the cure of such default within forty-five (45) days after service of the notice, or such longer period as may be permitted by the Contract Officer; provided that if the default is an immediate danger to the health, safety, or general welfare, City may take such immediate action as City deems warranted. Compliance with the provisions of this Section shall be a condition precedent to termination of this Agreement for cause and to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City's right to terminate this Agreement without cause pursuant to Section 8.8. During the period of time that Consultant is in default, City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, City may, in its sole discretion, elect to pay some or all of the outstanding invoices during any period of default. 8.4 Retention of Funds. City may withhold from any monies payable to Consultant sufficient funds to compensate City for any losses, costs, liabilities, or damages it reasonably believes were suffered by City due to the default of Consultant in the performance of the Services required by this Agreement. 8.5 Waiver. No delay or omission in the exercise of any right or remedy of a non -defaulting party on any default shall impair such right or remedy or be construed as a waiver. City's consent or approval of any act by Consultant requiring City's consent or approval shall not be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 8.6 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 8.7 Legal Action. In addition to any other rights or remedies, either party may take legal action, at law or at equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. 8.8 Termination Prior To Expiration Of Term. This Section shall govern any termination of this Agreement, except as specifically provided in the following Section 8.9 for termination for cause. City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days' written notice to Consultant. Upon receipt of any notice of termination, Consultant shall immediately cease all Services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all Services rendered prior to receipt of the notice of termination and for any Services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 8.3. 8.9 Termination for Default of Consultant. If termination is due to the failure of Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 8.2, take over the Services and prosecute the same to completion by contract or otherwise, and Consultant shall be liable to the extent that the total cost for completion of the Services required hereunder exceeds the compensation herein stipulated (provided that City shall use reasonable efforts to mitigate such damages), and City may Last revised April 2015 -8- 168 withhold any payments to Consultant for the purpose of setoff or partial payment of the amounts owed City as previously stated in Section 8.3. 8.10 Attorneys' Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorneys' fees; provided, however, that the attorneys' fees awarded pursuant to this Section shall not exceed the hourly rate paid by City for legal services multiplied by the reasonable number of hours spent by the prevailing party in the conduct of the litigation. Attorneys' fees shall include attorneys' fees on any appeal, and in addition a party entitled to attorneys' fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery, and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment. The court may set such fees in the same action or in a separate action brought for that purpose. 9.1 CITY OFFICERS AND EMPLOYEES; NONDISCRIMINATION. 9.2 Non -liability of City Officers and Employees. No officer, official, employee, agent, or representative of City shall be personally liable to Consultant, or any successor in interest, in the event or any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 9.3 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of it, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant's performance of the Services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent, or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. No officer or employee of City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to this Agreement which effects his financial interest or the financial interest of any corporation, partnership or association in which he is, directly or indirectly, interested, in violation of any State statute or regulation. Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement. 9.4 Covenant against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of any impermissible classification including, but not limited to, race, color, creed, religion, sex, marital status, sexual orientation, national origin, or ancestry in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, marital status, sexual orientation, national origin, or ancestry. Last revised April 2015 -9- 169 10.1 MISCELLANEOUS PROVISIONS 10.2 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated forty- eight (48) hours from the time of mailing if mailed as provided in this Section. To City: CITY OF LA QUINTA Attn: Ted Shove Business Analyst 78-495 Calle Tampico La Quinta, California 92253 To Consultant: MuniServices, LLC. Attn: Legal Department 7625 N. Palm Avenue, Suite 108 Fresno, CA 93711 Facsimile: 559-312-2852 Email: legal@muniservices.com 10.3 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 10.4 Section Headings and Subheadings. The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement. 10.5 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument 10.6 Integrated Agreement. This Agreement including the exhibits hereto is the entire, complete, and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements, and understandings, if any, between the parties, and none shall be used to interpret this Agreement. 10.7 Amendment. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by Consultant and by the City Council of City. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. 10.8 Severability. In the event that any one or more of the articles, phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable, such invalidity or unenforceability shall not affect any of the remaining articles, phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 10.9 Unfair Business Practices Claims. In entering into this Agreement, Consultant offers and agrees to assign to City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. § 15) or under the Cartwright Act (Chapter 2, (commencing with Section 16700) of Last revised April 2015 -10- 170 Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, services, or materials related to this Agreement. This assignment shall be made and become effective at the time City renders final payment to Consultant without further acknowledgment of the parties. 10.10 No Third Party Beneficiaries. With the exception of the specific provisions set forth in this Agreement, there are no intended third -party beneficiaries under this Agreement and no such other third parties shall have any rights or obligations hereunder. 10.11 Authority. The persons executing this Agreement on behalf of each of the parties hereto represent and warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors, and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE] Last revised April 2015 -11- 171 IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. CITY OF LA QUINTA, COI a California municipal corporation Nan FRANK J. SPEVACEK, City Manager Title: SVP Client Services Dated: ATTEST: SUSAN MAYSELS, City Clerk, La Quinta, California APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California Dated: June 15, 2016 Two signatures are required if Consultant is a corporation. NOTE: CONSULTANT'S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT'S BUSINESS ENTITY. Last revised April 2015 -12- 172 Exhibit A Scope of Services Objectives and Methods The City desires to have MuniServices conduct a Franchise Fee Compliance Review ("Review") of the City's various franchises utility providers ("utility(ies)") collecting taxes and/or fees on the City's behalf. The Reviews are an agreed -upon procedures review of the franchise fee payments made to the City from the utility provider(s). The taxes and/or fees to be audited will include: a. Natural Gas. b. Electric. c. Cable. d. Telecommunications. Scope of Work A. Responsibility of MuniServices Pre -Audit Planning: a. Identify the population of franchise utilities to be considered for examination. b. Obtain copies of the ordinances, regulations, and agreements governing each franchise utility provider. c. Review with the City any known compliance issues or previous compliance activity, and any other factors, for example, any recent boundary changes, annexations, or rate changes, that might impact compliance. d. Identify relevant payment records available from the City. e. Develop a specific list of audit engagement authorized by the City. Schedule and Complete Audit Engagements: a. Obtain a letter of authorization from the City, copies of franchise agreements and any correspondence with the providers, and a history of franchise payments. b. Obtain and review available documents, reports, work papers, and any prior reports prepared by the internal or external auditors, which concern the computation or methodologies for computing the franchise fee paid. c. Review franchise agreements, all ordinances relating to the City's franchise fee. [Note: MuniServices cannot offer legal advice to the City.] d. Submit a Request for Information to each utility to obtain the information needed to complete review. e. Review the work papers supporting documentation used in the computation of the franchise fee payments. f. Review and analyze each utility's general ledger and financial statements. Compare and analyze the data for reasonableness, completeness, and accuracy as related to the franchise fee. g. Identify any revenues excluded from the franchise fee calculations. h. Review and analyze all the utility's revenue accounts in detail to: determine revenues that are to be included or excluded from the franchise fee computations; review the revenues excluded from the computations, if any, and determine if they are permitted by the City's franchise agreement, or relevant state law. i. Determine if utility or any of its subsidiaries receives from customers or third parties for the use of utility's facility located on City's right-of-way authorized by the franchise agreement that are not included in the franchise fee calculation used to determine the payment to the City. j. Review the process used to compute franchise fees on meter diversion revenue for gas and electric providers. Last revised April 2015 EXHIBIT A Page 1 of 1 173 k. Determine how gas and electric deregulation has impacted the franchise fee calculation, especially with regard to managed services (storage, distribution, etc.). I. Evaluate the utility's treatment of natural gas and electricity consumed by the utility provider within its facilities located within the City's jurisdiction, if applicable. m. Analyze the number of customers reported in the City's jurisdiction by rate classification and obtain and review the utility's procedures to code new customers to the proper jurisdictions and the procedures used to address annexations. n. Obtain and review the list of exempted customers, if any, from the franchise fee computation. o. Compare customer address data for each utility with address data to be provided by the City to determine whether any residents and business es currently within the boundaries of the City have been or are being serviced/ invoiced without remittance of the appropriate tax or payment to the City. p. Sample test the utility's billings for completeness and accuracy of franchise fee customers and verify that all monies collected are submitted to the City. q. Compare the utility's payments, exclusions, and other computations as related to the franchise agreements, or relevant state law. Compare the actual payments made to the City for timeliness and accuracy. Optional Jurisdictional Coding Verification Service. At the City's request, MuniServices will perform a 100% test of the providers' customer base, verifying that all customers are correctly coded to the proper jurisdiction, and provide the providers with any accounts that are identified as being incorrectly coded. This service requires the providers to provide non -confidential customer account information in an electronic format for all customers located in the City and surrounding areas. While most firms will sample test the accuracy of the providers' customer database, sample testing will not enable the provider to correct their database, resulting in continued lost revenue to the City. B. City agrees to provide MuniServices with a letter of authorization, copies of the franchise agreements, amendments, and any subsequent agreements relating to franchise fee collection, any prior reports prepared by the internal or external auditors which concern the computation or methodologies for computing franchise fee, and a history of franchise payments made by providers to the City. By request, City shall also provide an electronic copy of address ranges, annexations and border changes if applicable and/or available. 174 Exhibit B Schedule of Compensation City agrees to pay MuniServices a one-time performance -based contingency fee on additional revenue paid to the City as a direct result of the Franchise Fee Compliance Services audit. The contingency fee will apply to the current tax year, all eligible prior period revenues, and include any applicable penalties, interest, late charges and any other associated fees. a. The following is the fee structure for City assigned under this Agreement: i. A fixed fee amount of $10,000 which is subtracted from the findings prior to calculating % fee due and can be reduced if the City contracts to audit more than one provider per utility type. ii. A contingency fee of 25% on first $300,000 paid to the City as additional revenue and as a direct result of the audit iii. Once the first $300,000 paid in revenue is exceeded, the contingency fee will be adjusted to 10% on any additional revenue paid to the city as a result of the audit. iv. Fix fee and contingency fees not to exceed $200,000 per year. b. Optional Jurisdictional Coding Verification Service Fees i. Audit Coordinator/ Management - $125 - $300 per hour ii. Principal VP/Attorney/CPA - per hour, or upon a separate negotiated rate or block of hours Last revised April 2015 EXHIBIT B 175 Exhibit C Schedule of Performance Consultant shall complete all services identified in the Scope of Services, Exhibit A of this Agreement. Last revised April 2015 EXHIBIT C Page 1 of 1 176 Exhibit D Special Requirements None Last revised April 2015 EXHIBIT D Page 1 of 1 177 Exhibit E Insurance Requirements E.1 Insurance. Prior to the beginning of and throughout the duration of this Agreement, the following policies shall be maintained and kept in full force and effect providing insurance with minimum limits as indicated below and issued by insurers with A.M. Best ratings of no less than A -:VI: Commercial General Liability (at least as broad as ISO CG 0001 or its equivalent) $1,000,000 (per occurrence) $2,000,000 (general aggregate) Commercial Auto Liability (at least as broad as ISO CA 0001 or its equivalent) $1,000,000 (per accident) Errors and Omissions Liability $1,000,000 (per claim and aggregate) Workers' Compensation (per statutory requirements) Consultant shall procure and maintain, at its cost, and submit concurrently with its execution of this Agreement, Commercial General Liability insurance against all claims for injuries against persons or damages to property resulting from Consultant's acts or omissions rising out of or related to Consultant's negligent performance under this Agreement. The insurance policy shall contain a severability of interest clause providing that the coverage shall be primary for losses arising out of Consultant's performance hereunder and neither City nor its insurers shall be required to contribute to any such loss. A certificate evidencing the foregoing and naming City and its officers and employees as additional insured (on the Commercial General Liability policy only) shall be delivered to and approved by City prior to commencement of the services hereunder. Consultant shall carry automobile liability insurance of $1,000,000 per accident against all claims for injuries against persons or damages to property arising out of the use of any automobile by Consultant, its officers, any person directly or indirectly employed by Consultant, any subcontractor or agent, or anyone for whose acts any of them may be liable, arising directly or indirectly out of or related to Consultant's performance under this Agreement. If Consultant or Consultant's employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability coverage for each such person. The term "automobile" includes, but is not limited to, a land motor vehicle, trailer or semi- trailer designed for travel on public roads. The automobile insurance policy shall contain a severability of interest clause providing that coverage shall be primary for losses arising out of Consultant's performance hereunder and neither City nor its insurers shall be required to contribute to such loss. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this agreement. Last revised April 2015 EXHIBIT E Page 1 of 5 178 Consultant shall carry Workers' Compensation Insurance in accordance with State Worker's Compensation laws with employer's liability limits no less than $1,000,000 per accident or disease. Consultant shall provide written notice to City within ten (10) working days if: (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; or (3) the deductible or self -insured retention is increased. In the event any of said policies of insurance are cancelled, Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with this Exhibit to the Contract Officer. The procuring of such insurance or the delivery of policies or certificates evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify City, its officers, employees, contractors, subcontractors, or agents. E.2 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option: a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Agreement. b. Order Consultant to stop work under this Agreement and/or withhold any payment(s) which become due to Consultant hereunder until Consultant demonstrates compliance with the requirements hereof. C. Terminate this Agreement. Exercise of any of the above remedies, however, is an alternative to any other remedies City may have. The above remedies are not the exclusive remedies for Consultant's failure to maintain or secure appropriate policies or endorsements. Nothing herein contained shall be construed as limiting in any way the extent to which Consultant may be held responsible for payments of damages to persons or property resulting from Consultant's or its subcontractors' performance of work under this Agreement. E.3 General Conditions Pertaining to Provisions of Insurance Coverage by Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant: 1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds City, its officials, employees, and agents, using standard ISO endorsement No. CG 2010 with an edition prior to 1992, or its equivalent. Consultant also agrees to require all contractors, and subcontractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of subrogation prior to a loss. Consultant agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3. All insurance coverage and limits provided by Consultant and available or applicable to this Agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to City or its operations limits the application of such insurance coverage. Last revised April 2015 EXHIBIT E Page 2 of 5 179 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect City's protection without City's prior written consent. 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Consultant's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at City option. 8. It is acknowledged by the parties of this agreement that all insurance coverage required to be provided by Consultant or any subcontractor, is intended to apply first and on a primary, non-contributing basis in relation to any other insurance or self-insurance available to City. 9. Consultant agrees to ensure that subcontractors, and any other party involved with the project that is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 10. Consultant agrees not to self -insure or to use any self -insured retentions or deductibles on any portion of the insurance required herein (with the exception of professional liability coverage, if required) and further agrees that it will not allow any contractor, subcontractor, Architect, Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Consultant's existing coverage includes a deductible or self -insured retention, the deductible or self -insured retention must be declared to the City. At that time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or self - insured retention, substitution of other coverage, or other solutions. 11. The City reserves the right at any time during the term of this Agreement to change the amounts and types of insurance required by giving the Consultant no less than ninety (90) days advance written notice of such change that Consultant then would include at the time of negotiation of amounts and types of insurance coverage obtained by Consultant. In explanation of the previous sentence, the City Last revised April 2015 EXHIBIT E Page 3 of 5 180 acknowledges and understands that Consultant has and intends to have for the Term of this Agreement insurance coverage that is procured on an annual basis, and modifications to the amounts and types of insurance coverage must be processed under the annual cycle. If such change requested by City under this section results in substantial additional cost to the Consultant, the City will negotiate additional compensation proportional to the increased benefit to City. 12. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 13. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 14. Consultant will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 15. Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five (5) days of the expiration of coverages. 16. The provisions of any workers' compensation or similar act will not limit the obligations of Consultant under this agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials, and agents. 17. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue, and is not intended by any party or insured to be limiting or all-inclusive. 18. These insurance requirements are intended to be separate and distinct from any other provision in this Agreement and are intended by the parties here to be interpreted as such. 19. The requirements in this Exhibit supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Exhibit. 20. Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Last revised April 2015 EXHIBIT E Page 4 of 5 181 21. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. [End of Exhibit E] Last revised April 2015 EXHIBIT E Page 5 of 5 182 Exhibit F Indemnification F.1 General Indemnification Provision. a. Indemnification for Professional Liability. When the law establishes a professional standard of care for Consultant's Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City and any and all of its officials, employees, and agents ("Indemnified Parties") from and against any and all claims, losses, liabilities of every kind, nature, and description, damages, injury (including, without limitation, injury to or death of an employee of Consultant or of any subcontractor), costs and expenses of any kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, court costs, attorneys' fees, litigation expenses, and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation, to the extent same are cause in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subcontractors (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this agreement. With respect to the design of public improvements, the Consultant shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A without the written consent of the Consultant. b. Indemnification for Other Than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, defend (with counsel selected by City), and hold harmless the Indemnified Parties from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, court costs, attorneys' fees, litigation expenses, and fees of expert consultants or expert witnesses) incurred in connection therewith and costs of investigation, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the negligent performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees, or subcontractors of Consultant. F.2 Standard Indemnification Provisions. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required herein, Consultant agrees to be fully responsible according to the terms of this Exhibit. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Consultant and shall survive the termination of this agreement or this section. [End of Exhibit F] Last revised April 2015 EXHIBIT F Page 1 of 1 183 184 BUSINESS SESSION ITEM NO. 4 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: APPROVE MEMORANDUM OF UNDERSTANDING WITH LA QUINTA CHAMBER OF COMMERCE / GREATER COACHELLA VALLEY CHAMBER OF COMMERCE RECOMMENDATION Approve a Memorandum of Understanding (MOU) with the La Quinta Chamber of Commerce / Greater Coachella Valley Chamber of Commerce and authorize the City Manager to execute the MOU. EXECUTIVE SUMMARY The City has had an annual services agreement with the La Quinta Chamber of Commerce since 1991 to support business development, retention, and tourism promotion. The La Quinta, Indio and Coachella Chambers have merged and joined with the Cabazon and Twenty -Nine Palms Band of Mission Indians to form the Greater Coachella Valley Chamber of Commerce (Chamber). Per the MOU, the City would fund event sponsorship, business outreach and data collection efforts, and an exclusive content section in the Gem newsletter. FISCAL IMPACT The 2016/17 Budget allocates $108,000 for Chamber services, which include: The Gem newsletter $80,000 CareerBuilder Challenge Breakfast & Booth sponsorship $ 3,000 Hot Rod & Custom Car Show sponsorship $ 5,000 Taste of La Quinta sponsorship $10,000 Business Outreach & Data Collection Service $10,000 This is a reduction of $19,500 from the 2015/16 cost of $127,500. BACKGROUND/ANALYSIS The City and La Quinta Chamber of Commerce have had annual service agreements since 1991/1992 that support La Quinta businesses through chamber activities. In 2015/16, the La Quinta Chamber elected to merge with the Indio and Coachella Chambers; this new group also affiliated with the Cabazon and Twenty -Nine Palms Band of Mission Indians to form the Greater Coachella Valley Chamber of Commerce. `0M During initial MOU discussions, staff stated that Ms. Katie Stice would continue to oversee the Chamber's operations in La Quinta. This year, the agreementshifts from a Professional Services Agreement to a Memorandum of Understanding emphasizing that funding will be allocated for specific marketing services. The change was precipitated by the Chamber's consolidation to the Greater Coachella Valley Chamber of Commerce. The MOU will be managed by the City Manager's office rather than Community Resources. The scope of work for this fiscal year includes: Continuation of The Gem Newsletter o Four full pages of content (City Pages) o Print publication distributed to approximately 23,000 residences and businesses in La Quinta. Digital distribution in social media and email blasts CareerBuilder Challenge Kick -Off Event & Information Booth Sponsorship o This is a new sponsorship opportunity. o Title sponsor of both the breakfast event and the information booth. Hot Rod & Custom Car Show Sponsorship o Upgraded sponsorship level to Title Sponsor Taste of La Quinta Sponsorship o Upgraded sponsorship level to Title Sponsor Business Outreach & Data Collection o 400 annual outreach visitations to businesses o Utilize City developed survey questionnaire o Provide quantitative and qualitative data to city staff every 45 days Inclusive Services (no additional cost) o Assistance with event promotions, Email blast inclusions, membership inclusion at City events, Flyer/brochure display and Visitor Assistance o Provide defined metrics for each service (above) subscribed to by the City o Metrics will assist to identify growth opportunities for each event and will be provided 30 days after event. The Chamber has a separate Facility Rental Agreement with the City for office space at City Hall through November 2017. AL I tKNIATIVES Make modifications for the funding level of the MOU. Report prepared by: Tustin Larson, Community Resources Manager Ted Shove, Management Analyst Report approved for submission by: Frank J. Spevacek, City Manager Attachment: 1. Memorandum of Understanding IM.0 MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF LA QUINTA AND LA QUINTA CHAMBER OF COMMERCE AND GREATER COACHELLA VALLEY CHAMBER OF COMMERCE This Memorandum of Understanding ("MOU") is made by and between the CITY OF LA QUINTA, a California municipal corporation ("CITY"), and LA QUINTA CHAMBER OF COMMERCE AND GREATER COACHELLA VALLEY CHAMBER OF COMMERCE ("CHAMBER" and, along with CITY, sometimes referred to as the "parties"), with respect to the following: RECITALS WHEREAS, the CITY, in strategically advancing its interests, requires certain professional promotional services rendered in coordination with the local business community;and WHEREAS, the CHAMBER is qualified by virtue of experience, training, education, product offering, and expertise to provide these services, and has agreed to provide same as reflected herein; NOW, THEREFORE, CITY and CHAMBER agree to the following: 1.0 TERM OF MEMORANDUM. 1.1 All Recitals set out above are true and correct. 1.2 This MOU is to remain in effect for 1 (one) year following its execution by the parties to this MOU. This MOU may be terminated at any time by any of the parties to the MOU with a 30 (thirty) day written notice to the remaining party. 2.0 OBLIGATIONS OF THE CHAMBER. 2.1 The CHAMBER will provide the services listed on Exhibit A attached and incorporated ("CHAMBER obligations"). 2.2. Notwithstanding any other provisions in this MOU, the CHAMBER shall not use, nor may the CHAMBER authorize the use of, any funds or other subsidy (of whatever kind) provided by the CITY pursuant to this MOU or any other agreement with the CITY, including but not limited to any funds or other subsidies provided by the CITY for the "CHAMBER obligations" listed in Exhibits A and "CITY obligations" listed in Exhibit B, to advocate to any person or entity (of whatever organization whatsoever, including but not limited to, sole proprietors, unincorporated associations, limited liability companies, corporations, businesses and public agencies) a position or vote either in favor of or against any measure placed on the ballot for the November 8, 2016 General Election, including but not limited to the measure placed on the ballot by the La Quinta City Council asking the City's electorate to vote on a proposed 1% transactions and use ("sales") tax rate increase. It is expressly understood and agreed by the CHAMBER that, pursuant to California law, public resources may not be used to advocate or "mount a campaign" in favor of or against any ballot measure. Page 1 of �87 2.3 If the CHAMBER uses or is alleged to have used, or authorizes the use of or allegedly authorizes the use of, any funds or any other subsidy (of whatever kind) provided by the CITY in violation of Section 2.2 above, the CHAMBER shall: (a) Immediately cease and desist from continuing the violation or alleged violation of Section 2.2 above, (b) Immediately use other funds or subsidies that are not provided by the CITY to pay for or otherwise subsidize the services rendered that are, were, or alleged to have been in violation of Section 2.2 above, (c) Immediately, without reservation or rights or delay, return to the CITY any and all funds and other subsidies provided by the CITY for the services rendered that are, were, or alleged to have been in violation of Section 2.2 above, and (d) Refrain from performing under this MOU, including but not limited to refraining from performing the "CHAMBER obligations" listed in Exhibits A, unless and until the CHAMBER complies with this Section 2.3 and the CITY authorizes in writing the continuance of performance under this MOU. The CITY shall have no obligation to provide any funds or other subsidies (of whatever kind) under this MOU or any other agreement with the CITY unless and until any violation or alleged violation of Section 2.2 above has been cured as determined by the CITY in its reasonable discretion. The CITY shall have all rights and remedies available at law or in equity, including but not limited to declaratory and injunctive relief, as well as the rights available under this MOU, including but not limited to the indemnity provided in Section 4.0 below, to enforce the provisions herein. In addition to the other provisions in this MOU, this Section and Section 2.2 shall survive the termination or expiration of this MOU. 3.0 OBLIGATIONS OF CITY. CITY will provide the services listed on Exhibit B attached and incorporated ("CITY obligations"). 4.0 MUTUAL INDEMNITY AND RELEASE. The CITY and CHAMBER each hereby agree to indemnify, defend, and hold harmless the other party and its officers, employees, agents, and authorized volunteers (collectively, "Indemnitees") from and against any and all claims, causes of action, obligations, losses, liabilities, judgments, or damages, including reasonable attorneys' fees and costs of litigation (collectively "Claims") arising out of and/or in any way relating to the indemnifying party's activities in the performance of this MOU, or to the indemnifying party's acts and/or omissions in providing or administering the some, excepting only those Claims arising out of the sole negligence or willful misconduct of the Indemnitees. This MOU is not intended to and specifically does not create joint and several liability. 5.0 INSURANCE. The parties agree to provide insurance in accordance with the provisions of this Section. 5.1 CITY'S Insurance Obligation. Without limiting the indemnification provisions provided herein, CITY, at its sole expense, shall obtain and keep in force during the term of this MOU and any extensions thereof, a policy or policies of general liability insurance, or equivalent thereof, covering all injuries to persons and damage to property resulting from any actions or omissions of the CITY in accordance with the terms of this MOU. Such policy or policies shall be issued by an insurance company licensed to do business in the State of California and be rated A-/VIII or better by ambest.com. At the CITY's option, CITY shall be allowed to self - insure the insurance coverage as required above. 5.2 CHAMBER'S Insurance Obligation. Without limiting the indemnification provisions provided herein, CHAMBER, at its sole expense, shall obtain and keep in force during the term of this MOU and any extensions thereof, a policy or policies of general liability insurance covering all injuries to persons and damage to property resulting from any actions or omissions of CHAMBER in accordance with the terms of this MOU. The policy or policies evidencing such insurance shall be endorsed to name the CITY, its officials, officers, employees, and agents as additional insured, shall provide that same may not be cancelled or Page 2 of ass amended without thirty (30) days prior notice to CITY, and shall provide for a combined single limit coverage of bodily injury and property damage in the amount of not less than One Million Dollars ($1,000,000). Such policy or policies shall be issued by an insurance company licensed to do business in the State of California and be rated A-/VIII or better by ambest.com. Prior to the Commencement Date of this MOU, and upon renewal of such policies, CHAMBER shall submit to CITY certificates of insurance and any applicable endorsements evidencing that the foregoing policy or policies are in effect. 6.0 ADDITIONAL PROVISIONS. 6.1 In all cases, the language in all parts of this MOU shall be construed according to its fair meaning and not strictly for or against either party, if being agreed that the parties or their agents have all participated in the preparation of this MOU. 6.2 This MOU contains the entire agreement of the parties with respect to the subject matters identified in this MOU and supersedes any prior oral or written statements or agreements between the parties with respect to the subject matters identified in this MOU. 6.3 No termination or expiration of this MOU shall release either party from any liability or obligation hereunder resulting from any acts, omissions or events happening prior to the termination or expiration of this MOU. 6.4 In the event either party brings any suit or other proceeding with respect to the subject matter or enforcement of this MOU, the prevailing party (as determined by California law) shall, in addition to such other relief as may be awarded, be entitled to recover reasonable attorneys' fees, expenses and costs of suit or investigation as actually incurred (including, without limitation, reasonable attorneys' fees, expenses, and costs incurred in establishing the right to indemnification). 6.5 No waiver of any term or condition of this MOU shall be a continuing waiver thereof. 6.6 This MOU is not intended to and does not create any partnership or joint venture between the parties, and each party remains an independent contractor as to the other. Each party shall bear its own liability and there is no joint and several liability as a result of this MOU. [signature on following page] Page 3 of �89 IN WITNESS WHEREOF, CITY and CHAMBER have executed this MOU as evidenced by the signatures contained below: CITY OF LA QUINTA: By: Frank J. Spevacek City Manager Dated: ATTEST: By: Susan Maysels City Clerk APPROVED AS TO FORM: By: William H. Ihrke City Attorney LA QUINTA CHAMBER OF COMMERCE AND GREATER COACHELLA VALLEY CHAMBER OF COMMERCE: By: Print Name & Title: Dated: ATTEST: By: Print Name & Title: APPROVED AS TO FORM AND CONTENT: By: Print Name & Title: Page 4 of �90 EXHIBIT "A" Obligations of CHAMBER 1. The Gem Newsletter a. Community Newsletter with circulation by mail of approximately 23,000 residences and businesses within La Quinta with a monthly frequency and includes digital format and distribution (i.e. email blasts, social media) b. City reserves the option to purchase ad space with exclusive pricing that includes: i. Four (4) full pages of content, ten (10) months ii. Layout and design for all content 1. Cost per page: $2,000, or $8,000 per month a. Total Cost: $80,000 2. CareerBuilder Challenge ("CBC") Kick -Off Event & Information Booth Sponsorship a. Community and Tourism Marketing event that will kick off CareerBuilder Challenge with a breakfast -style event. i. Projected attendance of 150 - 200 which will be on a charge per person basis. ii. The City will receive 10 tickets/entries as part of the sponsorship. b. Chamber will provide an information booth during the entire event. The City may provide staffing and/or promotional materials for the booth, at its discretion. c. City Title Sponsorship, which includes: event materials branding; forum to make presentation at the event as Title Sponsor: i. Booth space at mixer event and inclusion into press releases, paper and digital media. a. Total Cost: $3,000 3. 11th Annual Hot Rod & Custom Car Show Sponsorship a. Community Event: annual car show (held the day before Super Bowl) at La Quinta Community Park. i. Projected event parameters include: 1. 80-150 vehicle entries; 2. 8-25 food/retail vendors and alcohol sales; 3. live entertainment during the event; and 4. La Quinta auto dealership inclusion. 5. Projected attendance: 1,500 - 2,500. b. City Title Sponsorship, which includes: event materials branding (both print and digital), press release inclusion, and drive market promotion (in San Diego and Orange Counties). a. Total Cost: $5,000 4. 8th Annual Taste of La Quinta Sponsorship a. Community/Cultural Event in Old Town with 25-40 food and wine vendors and live entertainment. Projected attendance is 1,000+ and is charged on a per person basis. Sponsorship includes 10 VIP entries. b. Title Sponsorship includes: i. Branding/logo exposure in all print and digital media; ii. Press releases; iii. Drive area marketing (San Diego & Orange County); Page 5 of �91 iv. Television and radio interview opportunities for City representatives; and v. Booth space/s at no additional cost. a. Total Cost: $10,000 5. Business Outreach & Data Collection Service a. Utilizing a City developed survey questionnaire (comprised of open and closed - end questions), Chamber staff will perform onsite visits with local retail and restaurant businesses on a monthly basis. The CHAMBER will conduct 400 annual outreach visitations and annotate survey results in a basic database. Quantitative and qualitative data will be provided periodically (every 45 days) to the CITY. 1. Total Cost: $10,000 6. Inclusive Services a. The CHAMBER will provide, upon request by the City: Event promotions, Email blast inclusions, membership inclusion at City events, Flyer/brochure display and Visitor Assistance. b. The CHAMBER will provide defined metrics for each service (above) subscribed to by the CITY. The metrics will be mutually defined by both parties to assist in identifying growth opportunities for each event. The CHAMBER will provide data to CITY within 30 calendar days after the event and or project has concluded. Grand Total: $108,000 CHAMBER shall submit monthly invoices to CITY. Such invoices shall be reviewed by a principal member of CHAMBER specifying that the payment requested is for work performed in accordance with the terms of this MOU. CITY will pay CHAMBER for all expenses stated thereon which are approved by CITY and in accordance with this MOU no later than thirty (30) days after invoices are received by the CITY. Page 6 of �92 EXHIBIT "B" Obligations of CITY: All services listed herein shall be provided in -kind only, and no additional fees or charges have been agreed upon or associated with these services. 1. The Gem newsletter a. Select ten (10) months where CITY information will be featured b. Provide content and articles for four (4) pages at the sole discretion of the CITY c. Add monthly Gem newsletter links to municipal website (www.la-quinta.org) and tourism website (www.playinlaquinta.com) 2. Career Builder Challenge Kick -Off Event & Information Booth a. Provide printed marketing collateral b. Promotion as a calendar item on the municipal website (www.lo-quinta.org), and as a calendar item on the tourism website (www.playinlaquinta.com), and will "share" the event on Facebook and Twitter 3. 11th Annual Hot Rod & Custom Car Show a. Provide printed marketing collateral b. Provide promotion as a calendar item on the municipal website (www.la- quinto.org), and as a calendar item on the tourism website (www.playinlaquinta.com), and will "share" the event on Facebook and Twitter c. Provide use of the mobile stage (including): delivery within La Quinta city limits, setup, striking, and removal 4. 8th Annual Taste of La Quinta a. Provide printed marketing collateral b. Provide promotion as a calendar item on the municipal website (www.la- quinta.org), and as a calendar item on the tourism website (www.playinlaquinta.com), and will "share" the event on Facebook and Twitter c. Provide use of the mobile stage (including): delivery within La Quinta city limits, setup, striking, and removal 5. Business Outreach & Data Collection a. Provide updated business list monthly. Page 7 of �93 BUSINESS SESSION ITEM NO. City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE- APPROVE CONTRACT SERVICES AGREEMENT WITH THE LA QUINTA ARTS FOUNDATION FOR 2017 LA QUINTA ARTS FESTIVAL PROMOTIONAL SERVICES AND AUTHORIZE THE CITY MANAGER TO EXECUTE THE AGREEMENT RECOMMENDATION Approve a Contract Services Agreement with the La Quinta Arts Foundation for 2017 La Quinta Arts Festival promotional services and authorize the City Manager to execute the Agreement. EXECUTIVE SUMMARY • Annually, the City and the La Quinta Arts Foundation (Foundation) negotiate an agreement wherein the City provides funding to promote the La Quinta Arts Festival (Festival). • The event provides opportunities to market the community and attract users who patronize La Quinta businesses. • The 2017 Agreement (Attachment 1) covers the Arts Festival and an artist's registry. FISCAL IMPACT The Agreement is in the amount of $75,000, which is a decrease of $28,130 from the prior year's agreement. The City provides an exemption for Facility Use Fees in the amount of $24,020 for use of the Civic Center Campus and the Wellness Center. This fee exemption is offset by sales tax income the City receives from the Festival. BACKGROUND/ANALYSIS The City and Foundation have partnered since 1987 to market the community through events that attract visitors. The proposed Agreement will fund marketing activities for the 2017 La Quinta Arts Festival and a local artist registry. The Foundation will provide the City with a comprehensive marketing plan prior to the Festival that will outline the methods the Foundation will use to promote the Festival and the City. The City will also be the Premier Sponsor and the City's name will be prominently displayed on print and web materials, and in a full -page advertisement in the event program. The Foundation also agrees to maintain an Artist's Registry for the City that can be accessed by developers who desire artwork for their projects. The Foundation's Final Report for 2015/16 is attached (Attachment 2). `m ALTERNATIVES The alternatives to the recommended action entail modifying the services or funding level. Prepared by: Tustin K. Larson, Community Resources Manager Approved by: Chris Escobedo, Director of Community Resources Attachments: 1. Agreement 2. Foundation's 2015/16 Final Report 196 June 16, 2016 Mr. Chris Escobedo Director of Community Resources City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Dear Chris, r c w o ,O Cd c � =1 Z) WARTSU- The execution and delivery of the Contract Services Agreement ("Agreement") by Contractor is subject to, and conditioned upon, the availability of 100% of the parking for the Festival as provided in Frank J. Spevacek's letter of May 4, 2016 addressed to Contractor's Representative ("Letter"). A copy of such Letter is attached to this correspondence. In the event of the failure of City of La Quinta to make such parking available, then Contractor may, at its option and without refunding any portion of the Contract Sum, terminate this Agreement. Notwithstanding the provisions of Section 10.2 of the Agreement, it is the intent of the parties that the forgoing be incorporated into, and become a part of the Agreement. Please confirm City's agreement by signing below. Sincerely, Christi Salamone President & CEO Accepted by City of La Quinta Ph (760) 564-1244 Fax (760) 564-6884 1 www.LQAFcom ! 78150 Calle Tampico, Suite 215, La QuiAff, CA 92253 � V7 i r 161 k �r a �l RIff °fr��"�j'dr wr May 4, 2016 Ms. Christi Salamone La Quinta Arts Foundation 78150 Calle Tampico La Quinta, California 92253 USE OF CERTAIN CITY PARKING FACILITIES AND RELATED MATTERS Dear Christi: I am responding to your May 2, 2016 correspondence regarding assurances the La Quinta Arts Foundation (LQAF) is seeking from the City for the 2016/17 season. The City's response is presented below: 1. The Notice to Vacate Certain Parking Facilities dated April 17, 2015 must be rescinded by the City via written notice to LQAF. This letter serves as written notice that the City is rescinding the April 17, 2015 Notice to Vacate. 2. LQAF must have, for the historical time periods, full use of the entire historical footprint of the parking areas. The LQAF may have full use of the entire historical footprint of the parking areas for the historical time periods. 3. LQAF must have full access and use of Main Street and Avenida Lo Fonda for traffic circulation. Granted. 4. LQAF will be permitted to use its approved traffic plan for the 2015/16 season without revision for 2016/17. Granted. 5. The Villas at Old Town construction contractor will not operate during the hours of the La Quinta Arts Festival conducted lam to 7pm March 2 through 5, 2017. The Villas at Old Town will not be under construction during this period so there will not be any construction activity. 78-495 Calle Tampico l La Quinta i California 92253 l 760,777.7000 i www.La uinta:orn, 198 The LQAF marketing contract for services is renewed at the 2015/2016 rate. The City's 2016/17 operating budget will be presented to the City Council on May 17, 2016. Revenue and expenditure projections indicate that the operating budget will have a $700,000 deficit. Staff will be seeking Council direction regarding how the City should address the deficit; options include cutting services, modifying service contracts and using reserves. The 2016117 budget schedule targets June 7 as the date the Council will provide direction regarding addressing this deficit. At this time, I cannot state that the LQAF contract will be renewed at the 2015/16 rate. I would welcome the opportunity to attend the LQAF's next Board meeting in order to discuss the challenges facing the City, Village development, and the SilverRock development schedule. The SilverRock developer will be commencing site planning activities involving the properties that include the Promenade/Mixed-Use Village; the site development package (required for entitlements) for this area will be submitted by Fall 2016. The concept plan for the Promenade/Mixed-Use Village included a park that would accommodate future art festivals. So the time is right to engage in discussions to determine if this area can accommodate LQAF festivals. The SilverRock development program is proceeding on schedule, which means golf course realignment construction will commence by June 2016 with luxury hotel construction underway by May 2017. SilverRock will no longer be a golf -only destination. We look forward to continuing the long-standing relationship between the City and LQAF. Sincerely, Frank J. Spevacek City Manager cc: Mayor Evans Mayor Pro Tern Pena Council Member Franklin Council Member Osborne Council Member Radi 2 199 CONTRACT SERVICES AGREEMENT THIS CONTRACT SERVICES AGREEMENT (the "Agreement") is made and entered into as of , 2016 by and between the CITY OF LA QUINTA, a California municipal corporation ("City"), and LA QUINTA ARTS FOUNDATION, a California public benefit nonprofit corporation ("Contractor"). RECITALS WHEREAS, City desires to utilize the services of Contractor as an independent contractor to promote the City by creating and producing the La Quinta Arts Festival (collectively, the "CONTRACTOR Event"). A. Contractor represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees. B. City desires to retain Contractor, and Contractor desires to serve City to perform these services subject to the terms contained herein and all applicable local, state and federal laws and regulations. NOW, THEREFORE, in consideration of the performance by the parties of the mutual promises, covenants, and conditions contained herein, the parties agree as follows: 1.0 SERVICES OF CONTRACTOR 1.1. Scope of Services. In compliance with all terms and conditions of this Agreement, Contractor shall promote the City by creating and providing the CONTRACTOR Event as specified in the "Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this reference (the "services" or "work"). Contractor warrants that all services will be performed in a competent, professional and satisfactory manner in accordance with the standards prevalent in the industry for such services. 1.2. Compliance with Law. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, regulations and laws of the City and any Federal, State or local governmental agency of competent jurisdiction. 1.3. Licenses, Permits, Fees and Assessments. Except as otherwise specified herein, Contractor shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the performance of the services required by this Agreement. Last Revised 05-13-15 FJD v.2 -1- 200 1.4. Familiarity with Work. By executing this Agreement, Contractor warrants that (a) it has thoroughly investigated and considered the work to be performed, (b) it has investigated the site of the work and fully acquainted itself with the conditions there existing, (c) it has carefully considered how the work should be performed, and (d) it fully understands the facilities, difficulties and restrictions attending performance of the work under this Agreement. Should Contractor discover any latent or unknown conditions materially differing from those inherent in the work or as represented by City, it shall immediately inform City of such fact and shall not proceed except at Contractor's risk until written instructions are received from the Contract Officer (as defined in Section 4.2 hereof). 1.5. Standard of Care. Contractor acknowledges and understands that the services and work contracted for under this Agreement require specialized skills and abilities and that, consistent with this understanding, Contractor's services and work will be held to a heightened standard of quality and workmanship. Consistent with Section 1.4 hereinabove, Contractor represents to City that it holds the necessary skills and abilities to satisfy the heightened standard of work as set forth in this Agreement. Contractor shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work performed by Contractor, and the equipment, materials, papers and other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City's own negligence. The performance of services by Contractor shall not relieve Contractor from any obligation to correct any incomplete, inaccurate or defective work at no further cost to City, when such inaccuracies are due to the negligence of Contractor. 2.0 COMPENSATION For the services rendered pursuant to this Agreement, Contractor shall be compensated in accordance with Exhibit "B" (the "Schedule of Compensation") in a total amount of Seventy-five Thousand Dollars and Zero Cents ($75,000.00) [the "Contract Sum"] to be paid within 30 days of execution of this Agreement. 3.0 PERFORMANCE SCHEDULE 3.1. Time of Essence. Time is of the essence in the performance of this Agreement. 3.2. Schedule of Performance. All services rendered pursuant to this Agreement shall be performed diligently and within the time period established in Exhibit "C" (the "Schedule of Performance"). Extensions to the time period specified in the Schedule of Performance may be approved in writing by the Contract Officer. 3.3. Force Ma-eure. The time period specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Contractor, including, but not restricted to, acts of God or of the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, acts of any governmental agency other than City, and Last Revised 05-13-15 FJD v.2 -2- 201 unusually severe weather, if Contractor shall notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the forced delay when and if in his or her judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 3.4. Term. Unless earlier terminated in accordance with Section 8.6 of this Agreement, this Agreement shall commence on July 1, 2016 and terminate on June 30, 2017 (the "Term"). 4.0 COORDINATION OF WORK 4.1. Representative of Contractor. The following principals of Contractor are hereby designated as being the principals and representatives of Contractor authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: a. Christi Salamone, President & CEO, Email: Christi@Contractor.com It is expressly understood that the experience, knowledge, capability, and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Contractor and devoting sufficient time to personally supervise the services hereunder. The foregoing principals may not be changed by Contractor and, except for Contractor's employees and as otherwise provided in Section 4.3 below, no other personnel may be assigned to perform the service required hereunder without the express written approval of City. 4.2. Contract Officer. The Contract Officer shall be Frank J. Spevacek, City Manager or such other person as may be designated in writing by the City Manager of City. It shall be Contractor's responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and Contractor shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. 4.3. Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for City to enter into this Agreement. Except as set forth in this Agreement, Contractor shall not subcontract with any other entity to perform in whole or in part the services required hereunder without the express written approval of City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any attempted or purported assignment or sub -contracting by Contractor without the City's express written approval shall be null, void and of no effect. Notwithstanding this general prohibition, Contractor shall be permitted to subcontract for the following ancillary services: security services, fencing, traffic control, food and Last Revised 05-13-15 FJD v.2 -3- 202 beverage vendors, parking -related services, and similar ancillary services which were provided by subcontract in connection with the 2015/16 CONTRACTOR Events. 4.4. Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth. Contractor shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contractor shall have no power to incur any debt, obligation, or liability on behalf of City. Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Contractor agrees to pay all required taxes on amounts paid to Contractor under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Contractor shall fully comply with the workers' compensation laws regarding Contractor and Contractor's employees. Contractor further agrees to indemnify and hold City harmless from any failure of Contractor to comply with applicable workers' compensation laws. City shall have the right to offset against the amount of any fees due to Contractor under this Agreement any amount due to City from Contractor as a result of Contractor's failure to promptly pay to City any reimbursement or indemnification arising under this Section 4.4. 4.5. City Cooperation. City shall provide Contractor with any plans, publications, reports, statistics, records or other data or information pertinent to services to be performed hereunder which are reasonably available to Contractor only from or through action by City. 5.0 INSURANCE. 5.1. Insurance. Prior to the beginning of any Work under this Agreement and throughout the duration of the term of this Agreement, Contractor shall procure and maintain, at its sole cost, and submit concurrently with its execution of this Agreement, insurance as described herein. All insurance coverage required by this Agreement shall be placed with insurers authorized to do business in the State of California with an A.M. Best and Company rating level of A- or better, Class VI or better, unless otherwise approved by the City's Risk Manager in writing. 5.1.1. Minimum Coverage. Insurance shall include the following (or broader) coverage: a. Insurance Services Office Commercial General Liability coverage "occurrence" form CG 00 01 or its equivalent with an edition date prior to 2004 and with minimum limits of $1,000,000 per occurrence and $2,000,000 in the aggregate. b. Insurance Services Office form number CA 0001 or equivalent covering Automobile Liability, including hired and non -owned Last Revised 05-13-15 FJD v.2 -4- 203 automobile liability with a minimum limit of $1,000,000 per accident. If Contractor owns no vehicles, this requirement may be satisfied by a non - owned and hired auto endorsement to Contractor's commercial general liability policy. C. Contractor shall carry Workers' Compensation Insurance complying with California's worker's compensation laws, including statutory limits for workers' compensation and an Employer's Liability limit no less than $1,000,000 per accident or disease. 5.1.2. Required Endorsements. Commercial General Liability insurance policies required to be provided by Contractor hereunder shall contain or be endorsed to contain the following provisions: a. City, its employees, officials, agents and member agencies shall be covered as additional insureds. Coverage shall apply to any and all liability arising out of the Work or related to the Contract. Additional insured status under the general liability requirement shall be provided on Insurance Services Office Form CG 20 10 with an edition date prior to 2004, or its equivalent. Additional insured status for completed operations shall be provided either in the additional insured form or through another endorsement such as CG 20 37 with an edition date prior to 2004. b. General and automobile liability insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability. Coverage will not be limited to City's vicarious liability. C. Liability coverage shall be primary and non-contributing with any insurance maintained by the City. d. Each policy required hereunder, and the associated evidence of coverage (including the workers' compensation and employer's liability policies), shall provide that coverage shall not be suspended, voided, canceled or reduced in coverage or in limits except after prior written notice has been given to City. Such provision shall not include any limitation of liability of the insurer for failure to provide such notice. e. No liability insurance coverage provided to comply with this Agreement shall prohibit Contractor, or Contractor's employees, or agents, from waiving the right of recovery prior to a loss. Contractor waives its right of recovery against City. 5.1.3. Verification of Coverage. Contractor shall deposit with City, prior to the date of the Initial Event set forth on Exhibit "A", certificates of insurance evidencing the coverage required hereunder and all required endorsements. Last Revised 05-13-15 FJD v.2 -5- 204 5.1.4. No Waiver or Obligation. There shall be no recourse against City for payment of premiums or other amounts with respect to the insurance required to be provided by Contractor hereunder. Any failure, actual or alleged, on the part of City to monitor compliance with these requirements will not be deemed as a waiver of any rights on the part of City. City has no additional obligations by virtue of requiring the insurance set forth herein. In the event any policy of insurance required under this Agreement does not comply with these requirements or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. 5.1.5. Prompt Notice. Contractor agrees to provide immediate notice to City of any claim or loss against Contractor arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City 5.1.6. Subcontractors. Contractor shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor approved by City. All coverages for subcontractors, if any, shall be subject to all of the requirements stated herein unless otherwise approved in advance in writing by City's Risk Manager. 6.0 INDEMNIFICATION. 6.1 Indemnification. To the fullest extent permitted by law, Contractor shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all liability, claims, suits, actions arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, reasonable attorney fees incurred by City, court costs, interest, defense costs including reasonable fees of expert Contractors or expert witnesses incurred in connection therewith and any other reasonable costs or expenses of any kind whatsoever incurred in relation to, as a consequence of or arising out of or in any way attributable in whole or in part to the performance of this agreement. All obligations under this provision are to be paid by Contractor as the City incurs them. 6.1.1. Exception to Contractor's Obligation to Indemnify. Without affecting the rights of City under any provision of this agreement or this section, Contractor shall not be required to indemnify and hold harmless City as set forth above for liability attributable to the sole fault of City, provided such sole fault is determined by agreement between the parties or by the findings of a court of competent jurisdiction. This exception will apply only in instances where City is shown to have been solely at fault and not in instances where Contractor is solely or partially at fault or in instances where City's fault accounts for only a percentage of the liability involved. In those instances, the obligation of Last Revised 05-13-15 FJD v.2 -6- 205 Contractor will be all-inclusive and City will be indemnified for all liability incurred, even though a percentage of the liability is attributable to conduct of the City. 6.1.2. Contractor Acknowledgment. Contractor acknowledges that its obligation pursuant to this section extends to liability attributable to City, if that liability is less than the sole fault of City. 6.1.3. Indemnity Provisions for Subcontractors. Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every subcontractor, or any other person or entity involved by, for, with or on behalf of Contractor in the performance of this Agreement. In the event Contractor fails to obtain such indemnity obligations from others as required here, Contractor agrees to be fully responsible according to the terms of this section. 6.1.4. No Waiver: Survival. Failure of City to monitor compliance with the requirements of this Section 6.1 imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. Contractor's obligation to indemnify and defend City as set forth herein is binding on the successors, assigns, or heirs of Contractor and shall survive the termination of this Agreement or this section. 6.2. Remedies. In addition to any other remedies City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option: a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Agreement. b. Order Contractor to stop work under this Agreement and/or withhold any payment(s) which become due to Contractor hereunder until Contractor demonstrates compliance with the requirements hereof. C. Terminate this Agreement. Exercise of any of the above remedies, however, is an alternative to any other remedies City may have. The above remedies are not the exclusive remedies for Contractor's failure to maintain or secure appropriate policies or endorsements. Nothing herein contained shall be construed as limiting in any way the extent to which Contractor may be held responsible for payments of damages to persons or property resulting from Contractor's or its subcontractors' performance of work under this Agreement. 7.0 RECORDS AND REPORTS. 7.1. Reports. At conclusion of the contract period, Contractor shall prepare and submit to the Contract Officer a report concerning Contractor's performance of the Last Revised 05-13-15 FJD v.2 -7- 206 services required by this Agreement, listing event attendance and sales results and marketing efforts. 7.2. Records. Contractor shall keep such books and records as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the cost and the performance of such services. Books and records pertaining to costs shall be kept and prepared in accordance with generally accepted accounting principles. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 7.3. Contractor Ownership of CONTRACTOR Event and Related Documents. The parties agree that: (a) this Agreement is a contract for the performance of the services by Contractor to City; (b) the CONTRACTOR Event and all documents and other materials prepared by Contractor in connection therewith are owned by Contractor and not the City; and (c) City shall have no ownership of the CONTRACTOR Event and such documents and other materials. 7.4. Release of Documents. The drawings, specifications, reports, records, documents and other materials prepared by Contractor in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer or as required by law. Contractor shall not disclose to any other entity or person any information regarding the activities of City, except as required by law or as authorized by City. Contractor's audited financial statement required to be provided to the City pursuant to this Agreement shall not be released to the public unless the release is required by the California Public Records Act, Government Code section 6250, et seq., the Brown Act, Government Code section 54950 et seq., or pursuant to subpoena or court order. Whether the financial statement is required to be provided to a member of the public is a determination to be made solely by the City Attorney. If the City receives a request for the financial statement, the City will promptly notify Contractor and Contractor promptly may: (a) submit any legal argument it wishes to be reviewed to the City Attorney regarding whether or not the document is subject to disclosure; or (b) seek a protective order. Contractor recognizes that the City, by law, generally has only 10 days to respond to a request under the Public Records Act. Nothing in this paragraph shall prohibit the City from complying with the Public Records Act or any subpoena or court order in the manner determined appropriate by the City Attorney. Nothing in this Agreement shall prohibit the Contract Officer from utilizing the information contained in the financial statement as he/she deems appropriate in carrying out his/her official City duties, including, but not limited to, disclosing any information deemed relevant to the City Council at a public meeting. 7.5. Confidentiality. Contractor covenants that all data, documents, discussion, or other information, if any, developed or received by Contractor or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contractor to any person or entity without prior written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be Last Revised 05-13-15 FJD v.2 -8- 207 returned to City upon the termination of this Agreement. Contractor's covenant under this section shall survive the termination of this Agreement. 8.0 ENFORCEMENT OF AGREEMENT. 8.1. California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 8.2. Disputes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by submitting a claim therefore. The injured party shall continue performing its obligations hereunder so long as the injuring party commences to cure such default within ten (10) days of service of such notice and completes the cure of such default within forty-five (45) days after service of the notice, or such longer period as may be permitted by the Contract Officer; provided that if the default is an immediate danger to the health, safety and general welfare, City may take such immediate action as City deems warranted. Compliance with the provisions of this section shall be a condition precedent to termination of this Agreement for cause and to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City's right to terminate this Agreement without cause pursuant to Section 8.6. 8.3. Waiver. No delay or omission in the exercise of any right or remedy of a non - defaulting party on any default shall impair such right or remedy or be construed as a waiver. City's consent or approval of any act by Contractor requiring City's consent or approval shall not be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Contractor. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the some or any other provision of this Agreement. 8.4. Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the some default or any other default by the other party. 8.5. Legal Action. In addition to any other rights or remedies, either party may take legal action, at law or at equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Last Revised 05-13-15 FJD v.2 -9- 208 8.6. Termination Prior to Expiration of Term by City. City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days' written notice to Contractor. Upon receipt of any notice of termination, Contractor shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. 8.7. Termination Prior to Expiration of Term by Contractor. City acknowledges compensation provided under this Agreement is utilized for marketing and professional services of the Contractor Event with the City of La Quinta's sponsorship brand. Professional services, and marketing expenditures and commitments made by Contractor for Event commence July 1 of the fiscal year and in advance of the event occurrence. Should Contractor not be able to hold La Quinta Arts Festival in its entirety, on the dates designated in Exhibit A of Agreement for reasons other than those listed in 3.3 Force Majeure, Contractor shall provide to City an accounting of all agreement related expenditures and commitments made up to the date of Notice of Termination. City compensation for Contractor expenditures and commitments made up to the date of Notice of Termination shall be fully earned by Contractor. Excess compensation over the Contractor expenditures and commitments are to be returned to the City. 8.8. Attorneys' Fees. If either party commences an action against the other party arising out of or in connection with this Agreement, the prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit from the losing party. 9.0 CITY OFFICERS AND EMPLOYEES; NONDISCRIMINATION. 9.1. Non -liability of City Officers and Employees. No officer or employee of City shall be personally liable to Contractor, or any successor in interest, in the event or any default or breach by City or for any amount which may become due to Contractor or to its successor, or for breach of any obligation of the terms of this Agreement. 9.2. Conflict of Interest. No officer or employee of City shall have any personal interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects his or her personal interest or the interest of any corporation, partnership or association in which she or he is, directly or indirectly, interested, in violation of any State statute or regulation. Contractor warrants that it has not paid or given and will not pay or give any third party any money or general consideration for obtaining this Agreement. 9.3. Covenant Against Discrimination. Contractor covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, marital status, national origin or ancestry in the performance of this Agreement. Contractor shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, marital status, national origin or ancestry. Last Revised 05-13-15 FJD v.2 -10- 209 10.0 MISCELLANEOUS PROVISIONS 10.1. Notice. Any notice, demand, request, consent, approval, communication either party desires or is required to give the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated forty-eight (48) hours from the time of mailing if mailed as provided in this section. To City: To Contractor: CITY OF LA QUINTA LA QUINTA ARTS FOUNDATION Attn: Frank J. Spevacek Attn: Christi Salamone, President & CEO 78495 Calle Tampico 78150 Calle Tampico, Suite 215 La Quinta, CA 92253 La Quinta, CA 92253 10.2. Integrated Agreement. This Agreement contains all of the agreements of the parties and all previous understanding, negotiations and agreements are integrated into and superseded by this Agreement. 10.3. Exhibits; Precedence. All documents referenced as exhibits in this Agreement are hereby incorporated in this Agreement. In the event of any material discrepancy between the express provisions of this Agreement and the provisions of any document incorporated herein by reference, the provisions of this Agreement shall prevail. 10.4. Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing signed by both parties. 10.5. Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder. 10.6. Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. [SIGNATURES FOLLOW ON NEXT PAGE] Last Revised 05-13-15 FJD v.2 -11- 210 IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. CITY OF LA QUINTA, a California municipal corporation FRANKJ. SPEVACEK, City Manager ATTEST: SUSAN MAYSELS, City Clerk La Quinta, California APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California LA QUINTA ARTS FOUNDATION, a California public benefit nonprofit corporation Name: Christi Salamone Title: President and Chief Executive Officer Last Revised 05-13-15 FJD v.2 -11- 211 Exhibit A Scope of Services Promote the City by providing the following CONTRACTOR Event for Fiscal Year 2016/17 season: La Quinta Arts Festival (the "Festival"): A four -day outdoor fine arts festival to be held March 2 through 5, 2017 at the La Quinta Civic Center Campus. Marketing services for the above include an extensive marketing plan provided to the City wherein the name "City of La Quinta" and the official City logo will be prominently displayed as a Premier Sponsor where reasonably possible. Said coverage may include, but is not limited to: newspapers, magazines, radio and television advertising, as well as billboards, fine art posters (excluding Festival Commemorative Poster for retail sale), and high quality program commemorating the event and the City of La Quinta as a Premier Sponsor. Contractor shall provide a link to the City of La Quinta's website on Contractor's website. Contractor will send out email blasts promoting the events and activities and share the information with the City to send out additional email information. The City will receive a full page in the Festival's 2017 program. Graphic design may be provided by Contractor at request of the City. Banners will be provided by Contractor and placed in various locations throughout the City. The Design & Development Department will review the placement of the banners and approve the locations. The Facilities Department will install and remove the banners in the Village. If banners are installed at various intersections throughout the City, Old Town, and the Civic Center Campus it will be the responsibility of Contractor. The following tickets will be provided to the City through the City Manager's office: ARTISTS FESTIVAL RECEPTION: Twenty tickets to be distributed pursuant to the City's ticket distribution policy. ART FESTIVAL: Eighty tickets to be distributed pursuant to the City's ticket distribution policy. Contractor will promote the following additional CONTRACTOR Event: Artist's Registry. Contractor will provide an Artist Registry available to the City and local Developers at no charge. Such Registry will provide access to local and regional artists that voluntarily elect to be listed and provide direct contact information. The City may access such Registry to solicit proposals for the Art in Public Places Program and may seek support by Contractor for expertise regarding artist selection. Contractor will provide the City with an Audited Financial Statements for Contractor's 2015/16 fiscal year no later than December 1, 2016. Last Revised 05-13-15 FJD v.2 -13- 212 Exhibit B Schedule of Compensation Payment for services rendered pursuant to this Agreement shall be Seventy-five Thousand Dollars and Zero Cents ($75,000.00), payable within 30 days of execution of this Agreement. Last Revised 05-13-15 FJD v.2 -13- 213 Exhibit C edule of Performance Subject to the provisions of Section 8.6 of the Agreement, Contractor shall complete all services within the term of this Agreement. Last Revised 05-13-15 FJD v.2 -14- 214 May 25, 2016 Frank Spevacek, City Manager City of La Quinta Re: Contract Services keport 2015/16 Dear Frank, ------------ W to rd c U- Since 1982 La Quinta Arts Foundation (LQAF) has been dedicated to its mission of Promoting and Cultivating the Arts. We have enabled the livelihoods and nurtured the creative pursuits of thousands of working artists. We have supported students with classroom instruction, art experiences and financial assistance. Each year we attract over 50,000 visits to La Quinta from tourists and residents with top- quality cultural offerings. The year in review 2015/16 was no different, as the following highlights will attest: ® LQAF's salute to American Craft Week grew from seven to ten community partners creating events and activities to engage and inform. • The Community Art Gallery in City Hall featured three amazing exhibitions, accompanied by lectures and receptions. ® Art Under the Umbrellas retained its status as the valley's most popular series of "Fun, Free, & Fabulous" Saturday art shows. ® LQAF's Visual Art Scholarship Awards ($42,250) reached $1.19 million. ® Over 150 elementary school students were treated to experience La Quinta Arts Festival. ® La Quinta High School Wind Symphony received an LQAF grant to perform in Chicago, IL. ® The 34th La Quinta Arts Festival retained its stature among the nation's top fine art festivals, La Quinta Arts Foundation activities serve all segments of our community and attracts a highly desirable demographic to play, dine and shop in La Quinta. Data collected from La Quinta Arts Festival ticket and art purchases reveals 2016 attendees hailed from 44 US states & Washington DC. 44% of art sales recorded to addresses outside of California, while 56% were within California. Of the California purchasers, over 124 cities throughout the Golden State were represented. As usual there was strong participation from our Canadian seasonal residents representing over 4%•of attendees. The attached advertising schedule provides details on contract related marketing expenditures Whether a factor of a contentious political climate, a devaluation in the exchange rate of the Canadian Dollar affecting our snowbird population, and somewhat adverse weather conditions, attendance (-16%) and art sales (-8%) declined in 2016. Still, 18,000 people attended La Quinta Arts Festival and purchased $2.7 million in art and La Quinta Arts Festival was ranked # 3 Fine Art Festival in the Nation. We are proud of the positive recognition and economic benefit La Quinta Arts Festival has earned for our city and we look forward to planning for our 35th anniversary event, March 2-5, 2017. Sincerely, Christi Salamone, President & CEO C: Linda Evans, Mayor Council Members Franklin, Osborne, Pena, Radi Ph (760) 564-1244 Fax (760) 564-6884 1 www.LQAF.com 78150 Calle Tampico, Suite 215, La Quiptg, CA 92253 Page 1 LOAF Combined Media Schedule 2015-16 OCT NOV JAN FEB MAR TOTAL MEDIA Description Type ART UNDER UMBRELLAS THE DESERT SUN r, Date Oct 30 v Nov't3 & 2 aR 15 & 22 Fa,' E & %-2•`i2 13 Weekend Section/Fri. 3 col.x 5" 390.00 780.00 780.00 780.00 390.00 $3,120.00 P,%L' Da__ Oct 3' ^V Nov 14 & 28 Jan 66 & 29 - 6 e& F b ,ar 19 Broadsheet -Sat. Local 3 col.x 5" 390.00 780.00 780.00 780.00 390.00 $3,120.00 TOTAL DESERT SUN $780.00 $1,560.00 $1,560.00 $1,560.00 $780.00 $6,240.00 DESERT ENTERTAINER 1/4 pg, 4/C 315 630 630 630 315 $2,520.00 CANADA SOUTH MAGAZINE 1/4pg. Full color 150 $150.00 FINE Magazine, SDO 1/2p.&rack card inserts 700 $700.00 DESERT ART SCENE combined 2pgs. 4/c 400 $400.00 TRAVEL HOST combined 2/3 pg.4/c 624 624 $1,248,00 CV WEEKLY 1/4 pg. 242 485 485 485 242 $1,938A8 THE GEM 1/4 pg. 225 $225.00 TOTAL OTHER PRINT 2,031.31 1,739.62 1,114.62 1,738.62 557.31 $7,181.48 RADIO .30 SPOT 11112 -11114 1114-1116 214-216 KRHQ Classic Rock 80 spots 10129-10131 11126-11128 1121-1123 2111-V13 3117-3119 (lox) (20 x) (20 x) (20 x) (10x) 200 400 400 400 200 $1,600.06 KAJR/OASIS Soft Contemporary 64 spots (8 x) (16 x) (16 x) (16 x) (ax) 210 420 420 420 210 $1,680.00 KPLM Country 64 spots (8 x) _(16 x) (16 x) (16 x) (8x) 260.00 520.00 520.00 520.00 260.00 $2,080.00 TOTAL RADIO $670 $1,340 $1,340 $1,340 $670 $5,360.00 Direct Mail Card (Pdnt,List,Mail) 26200 households 4,807 $4,807,00 Rack Cards 25000 1,186 $1,186.22 TJ Martinez Design Services Graphic Design 1,200 $1,200.00 JNS Media Digital Advertising 2,500 $2,500.00 Active Campaign E-Blasts 112 112 112 112 56 $504.00 TOTAL OTHER $9,805 $112 $112 $112 $56 $10,197.22 UMBRELLAS TOTAL $13,287 1 $4,752 $4,127 $4;751 $2,063 $28,978.70 216 Page 2 LOAF Combined Media Schedule 2015-16 OCT NOV JAN FEB MAR TOTAL MEDIA Description Type LQ ARTS FESTIVAL Mar 3-6 THE DESERT SUN Saturday, February 13 Home & Garden 3x5 15 390 $390.00 Sunday, February 14 Desert Scene 3x5 15 390 $390.00 Thursday February 18 Main 3.5 15 390 $390.00 Friday February 19 Weekend 3x10 30 780 $780.00 Saturday February 20 Main 3x5 15 390 $390.00 Sunday February 21 Main 3x10.5 31.5 819 $819.00 Sunday February 21 Art &Culture 3x5 15 390 $390.00 Thursday February 25 Main 3x5 15 390 $390.00 Friday February 26 Weekend 3x10 _30 780 $780.00 Saturday February 27 Home&Garden 3x10.5 31.5 819 $819.00 Sunday February 28 Desert Scene 3x10.5 31.5 819 $819.00 Wednesday March 2 Food & Drink 3x10.5 31.5 _ 819 $819.00 Thursday March 3 Main 6x10.5 63 1,638 $1,638.00 Friday March 4 Weekend 3x10 _30 780 $780.00 Saturday March 5 Main 3x10.5 31.5 819 $819.00 Sunday March 6 Main 3x10.5 31.5 819 $819.00 Sunday, February 14 Main/Sponsor 6x10.5 63 $0.00 Friday, February 26 Main/Sponsor 3x10.5 31.5 $0.00 Saturday, February 27 Main/Sponsor 6x10.5 63 $0.00 Sunday, February 28 Main/Sponsor 6x10.5 63 $0.00 Tuesday, March 1 Main/Sponsor 3x10.5 3L5 $0.00 Wednesday, March 2 Main/Sponsor &10.5 63 $0.00 Friday, March 4 Main/Sponsor 3x10.5 31.5 $0.00 FESTIVAL TOTAL DESERT SUN 778.5 $0 $0 $6,357 $4,875 $11,232.00 OTHER PRINT SUNSHINE ARTIST MAGAZINE 1/3pg. 853 $853.00 ARTFAIR SOURCEBOOK Feature, 3 Eblasts 584 $584.00 ARTLINX Event Listing, 5 EblastS 540 _ $540.00 ARTFAIR CALENDAR Event Listing 235 $235.00 DESERT ENTERTAINER 2x1/2pgs 610 610 $1,220.00 CANADA SOUTH MAGAZINE Feature & 1/2pg. 250 $250.00 TRAVEL HOST 2/3pg.w/editorial/on-line ad 936 $936.00 THE LQ GEM 2 x 1/2 pg. 425 425 425 $1,275.00 DESERT ART SCENE 2pg. Spread 400 $400.00 WESTWAYS AAA Full Page w/ LQ Resort share 4,500 $4,500.00 CVB Sales Missions Can/AAA/PacNW/NorCal. $225 150 300 $675.00 CV WEEKLY Cover, Feature, Photos 1,212 $1,211.55 CV INDEPENDENT 1/4pg. Feb issue 239 $239.00 FINE Magazine, SDO 2 1/2pg, feature 700 700 $1,400.00 PENNINSULA NEWS, SOUTH BAY 2 X 1/4pg, 15,300 circ 2/4 & 2/11 $0.00 UT COMMUNITY PRESS, SO CAL 2x 1/4 pg, 124,112 circ, 9 pape 2/4 & 2/11 3,973 $3,972,90 TOTAL OTHER PRINT $1,853 $1,134 $6,164 $8,105 $1,035 $18,291 45 217 Page 3 LQAF Combined Media Schedule 2015-16 OCT NOVI AN FEB MAR TOTAL MEDIA Description Type BROADCAST Brian LaBelle, Pacific Park Creative .30 tv + .15 web spot production 3,550 $3,550.00 Ntl.Cinema Media (60 screens in CV) Run Jan22-Feb11 $4,352.00 $4,352.00 KESQ 3 22 1,700 500 $2,200.00 KPSP 2 56 3,000 1,000 $4,000.00 CABLE _ 1323 4,535 1,465 $6,000.00 TOTAL TELEVISION 1401 $3,550 $4,352 $9,235 $2,965 $20,102.00 RADIO Brian LaBelle, Pack Park Creative .30 broadcast spot production 850 $850.00 KRHQ 102.3 58 788 597 $1,385.00 KMRJ-Jammin 99.5 58 884 501 $1,385.00 KPLM-Big 106 Country 55 932 453 $1,385.00 KAJRThe Oasis 95.9 71 894 486 $1,380.00 TOTAL RADIO 242 $3,497 $2,038 $6,385.00 OTHER Ace Printing Signage/Off-On-Site Billboards 5,956 $5,956.00 Ace Printing Signage/On-Site 3,675 $3,675.00 Rack Cards 15000-4x9 1,250 $1,250.00 Festival Program 18,000, 64pg. 15,930 $15,930.00 Direct Mail Card (Print,List,Maii) 25,000-5.5x8.5 5,087 $5,087.00 Festival Poster 500-24x36 1,736 $1,736.00 Bristol Farms In -Store Campaign Bag Stuffers, Window Posters in So.CA stores 30,000-5.5x8.5 1,052 $1,052.00 TJ Martinez Design Services Graphic Design 6,000 $6,000.00 Active Campaign E-mail Blasts 56 56 56 56 56 $280.00 Velomedia, Inc. Website & On-line Consult 14,400 $14,400.00 JNS Media Digital Advertising 225 225 2,000 3,025 1,025 $6,500.00 TOTAL OTHER $31,562 $281 $4,844 $24,098 $1,081 $61,866.00 FESTIVAL TOTAL $117,876.45 SOUTHWEST ART MAGAZINE complimentary full pg. full color s onsor listin TOTALVALUE1 $5,120 $5,120.00 TOTAL ALL EVENTS $151,975.15 218 BUSINESS SESSION ITEM NO. City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2016/17 BUDGET AND ESTABLISH CITY'S APPROPRIATIONS LIMIT RECOMMENDATION Adopt a Resolution approving the Fiscal Year 2016/17 Budget and establish the City's appropriations limit. EXECUTIVE SUMMARY • The 2016/17 Proposed Budget consists of the City, Housing Authority and Financing Authority budgets. • The Proposed Budget, received by City Council on May 17, 2016, projected $40,408,600 in General Fund revenues, $40,735,600 in planned expenditures, and a budget deficit of $327,000. • Subsequently, at the June 7, 2016 Study Session, staff recommended a number of cost saving measures as well as additions for Council consideration. Staff was directed to prepare a final budget that incorporated changes resulting in a revised deficit of $83,500, to be covered by General Fund Reserves available for appropriation. • Council also supported use of $750,000 in reserves to fund the North La Quinta Parkway capital improvements. FISCAL IMPACT The modified Budget anticipates total revenues of $40,408,600 and total expenditures of $40,492,100 leaving an operational deficit of $83,500, to be covered by General Fund reserves. Additionally, $750,000 for North La Quinta Parkway improvements has been included in the budget, to be covered by the loan repayments the City will receive toward loan balances owed to the City from the former RDA (now Successor Agency). QW General Fund Summary: Revenues $ 40,408,600 Expenditures $ 40,492,100 Additional CIP $ 750,000 Total Expenditures $ 41,242,100 Shortfall Revenues to Expenditures $ (833,500) Use of Reserves Availabe for Appropriation $ 83,500 Use of Successor Agency Loan Repayment 750,000 $ 833,500 Attachment 1, General Fund Overview, provides a more detailed summary of General Fund revenues and expenditures. BACKGROUND/ANALYSIS The proposed 2016/17 budget projected expenditures to exceed revenues by $327,000. Subsequently, at the June 7, 2016 Study Session, staff recommended a number of cost saving measures as well as additions for Council consideration. Staff was directed to prepare a final budget that incorporated changes resulting in a revised deficit of $83,500, to be covered by General Fund Reserves available for appropriation. • Reallocate police resources - $225,000. Reallocating police resources to further enhance service delivery efficiencies would reduce patrol hours by 3.3 percent, from 140 daily to 135 hours daily. Based on 2015/16 data, patrol hours are running at approximately 134 hours per day; this adjustment would align the contract with current patrol needs. Staff also recommends reallocating resources to increase allocations to both the Police Special Enforcement Fund and overtime; these categories facilitate specialized patrol services, traffic enforcement, and burglary prevention activities. This would also reserves funds for unanticipated police service spikes. This reallocation would reduce the police budget increase by $225,000. • Reduce La Quinta Chamber of Commerce (LQCC) contract - $10,000. LQCC provides marketing and tourism enhancement services; the current year agreement is $127,500. Discussions with LQCC staff indicate this contract will be $117,500 for 2016/17. • Reduce La Quinta Arts Foundation (LQAF) contract - $10,000. Similar to the LQCC agreement, the City contracts with LQAF for civic and promotional opportunities; the current agreement is $103,100 (rounded). For 2016/17 the LQAF request will be $93,100. • Reduce Community Program Grants - $20,000. Last year, the Council increased the Community Grant Program appropriations from $40,000 to $60,000; an 220 additional $20,000 was unused from 2014/15 and was appropriated for a total 2015/16 budget of $80,000. The City did not receive nor fund grants to expend the $80,000 budget, so staff recommends reducing the 2016/17 budget by $20,000 or from $80,000 to $60,000. • Realign positions in the City Manager's Office, City Clerk's Office and Community Resources Department - Net savings of $10,000. In order to enhance services to internal and external customers, and to better align staff skills with service needs, the Executive Team recommends the following: ➢ A realignment of Human Resources staff through two reclassifications (no net change in total positions). The first, would downgrade the vacant Human Resources Manager position to a Human Resources Analyst for an annual savings of $33,600. The second would upgrade the existing Human Resources Coordinator to a Human Resources Analyst for an annual cost of $4,300. Human Resources would operate with two Analysts under the guidance of the Community Resources Director. Professional services costs would also be reduced by $6,900. Currently, a Deputy City Clerk is shared by the City Manager's Office and City Clerk's Office, with this Deputy City Clerk handling Council support, City Manager support, public records requests and Housing Authority functions. Review of this workload indicated that sharing a Deputy City Clerk between two departments is not practical. The recommendation is to retitle the Deputy City Clerk to Management Specialist (no cost) and have this position dedicated to City Council support and City Manager's Office. A Management Assistant in the City Manager's Office would be reclassified to a Management Specialist and handle the higher level, more complex tasks of the Housing Authority; the annual cost of this reclassification is $5,400. The Housing Authority would fund 50% of the Management Specialist's salary and benefits. ➢ With one Deputy City Clerk being assigned full-time to the City Manager's Office, the City Clerk's office requires part time administrative support to assist with the agenda process, prepare meeting minutes, receive and open bids, and conduct records management. Estimated cost of a part- time Administrative Technician is $25,800. ➢ Community Resources has reviewed the contingency for computer hardware in the Information Technology (IT) budget and determined that it can be reduced by $5,000. • Staffing Transitions/Contingency $31,500 increase. The guiding principles the City follows when addressing staff are: ➢ Reward performance ➢ Work within the Class and Compensation Structure ➢ Manage PERS increases ➢ Ensure job rates reflect market rates (public and private). 221 $168,500 has been budgeted for continued execution of these principles. Staff recommends increasing this amount by $31,500 to $200,000 to accommodate contractual adjustments with the La Quinta City Employees Association (LQCEA); these include adjusting market pay (the first since 2014) and medical cost increases. General Fund Reserves Total General Fund reserves, currently $82,471,800, are projected to decrease by 1 percent or $833,500 to $81,638,300 during Fiscal Year 2016/2017. The General Fund Reserves Overview (Attachment 2) details the changes in the reserve composition and is summarized below: GENERAL FUND RESERVE CATEGORIES NON -SPENDABLE $46,742,600 DESIGNATED FOR SPECIFIC USE (OPEB) $1,523,400 EMERGENCY RESERVES 40% $15,576,000 CASH FLOW CONTINGENCY 10% $3,894,000 AVAILABLE FOR APPROPRIATION $13,902,300 TOTAL ESTIMATED RESERVES $81,638,300 Appropriations Limitation Calculation (Gann Limit) Annually, the City is required to prepare the Gann Limit in accordance with Article XIIIB of the State Constitution. The Gann initiative limits growth in government spending to changes in population and inflation. The Gann Limit for Fiscal Year 2016/2017 is $116,834,735. This means that the City must not spend revenues subject to this limitation over $116,834,735. City revenues subject to the Gann Limit are $39,339,800; therefore, the City is significantly below the limit by a margin of $77,494,935 (Attachment 3). Continuing Appropriations/Encumbrance Carryovers The list of estimated continuing appropriations (Attachment A to the Budget Resolution) reflects City commitments to projects, services or purchases that were made in 2015/2016 but will not be completed, fulfilled, or paid for by the end of the fiscal year. The continuing appropriations total $84,300. These unexpended funds remain available but Council approval is needed to re -appropriate them for use in 2016/17 (since all appropriations lapse at the end of the fiscal year). CIP and grant carryovers are not included as they are part of the year-end process and will be included in the 2015/2016 year-end report. 222 ALTFr'"h �-rr', f!7' Council may further adjust the various appropriations included in the recommended 2016/2017 budget. Prepared by: Rita Conrad, Finance Director Approved by: Frank J. Spevacek, City Manager Attachments: 1. General Fund Overview 2. General Fund Reserves Overview 3. Gann Limit Calculation 223 224 RESOLUTION NO. 2016 - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, ESTABLISHING THE CITY'S APPROPRIATION LIMIT FOR FISCAL YEAR 2016/2017 AND APPROVING A BUDGET FOR FISCAL YEAR 2016/2017 WHEREAS, each year the La Quinta City Council adopts a Budget for Revenues and Expenditures for the upcoming Fiscal Year; and WHEREAS, the City Council desires to make provisions for a level of services commensurate with the needs of the City; and WHEREAS, the City Council has reviewed said budget and has had several public meetings to receive public input; and WHEREAS, the City Council has, after due deliberation and consideration, made such amendments in the proposed budget as it considers desirable; and WHEREAS, Section 7910 of the Government Code of the State of California provides that each year the governing body of each local jurisdiction shall, by resolution, establish its appropriations limit for the following fiscal year; and WHEREAS, Section 7902(b) of the Government Code sets forth the method for determining the said appropriations limit, to be based upon the limit applicable for the prior fiscal year and adjusted for changes in the cost -of -living and in City population. NOW, THEREFORE, BE IT RESOLVED by the City of La Quinta to adopt, as follows: SECTION 1. The appropriations limit for the City of La Quinta established in accordance with Section 7902(b) of the California Government Code, for Fiscal Year 2016/17 is $116,834,735. SECTION 2. It is hereby found and determined that in compliance with Government Code Section 7910, the documentation used in the determination of said appropriations limit for Fiscal Year 2016/17 was available to the public in the Finance Department of the City and in the Office of the City Clerk at least fifteen days prior to this date. SECTION 3. The Fiscal Year 2016/17 Budget which is on file with the City Clerk is hereby approved. 225 Resolution No. 2016 - Budget Approval FY 2016/17 Adopted June 21, 2016 Page 2 of 3 SECTION 4. Continuing Appropriations which remain unspent and were authorized by Council in Fiscal Year 2015/16 are approved in the Fiscal Year 2016/17 Budget in an amount not to exceed $84,300, (Exhibit A). SECTION 5. Budget adjustment procedures are approved as follows: A. Additional appropriations and the transfer of cash or unappropriated fund balance from one fund to another shall be made only upon City Council approval. B. Transfers of budgeted appropriations between departments or capital projects shall be made only upon City Council approval. C. Transfers of budgeted appropriations between accounts within a department or capital project may be made with the approval of the City Manager or his designee. D. Prior year budget continuing Appropriations and Encumbrances for unexpended capital project and grant appropriations remaining from uncompleted prior year capital projects and grant programs shall be made with City Manager approval. These carry-over appropriations are for prior year Council approved capital projects and shall not exceed the approved project budget. SECTION 6. The City Council, recognizing the need for maintaining Fund Balance reserves has established a General Fund Cash Flow Reserve for Fiscal Year 2016/17 of 10% of the Fiscal Year 2016/17 operating budget which amounts to $3,894,000, and has also established a General Fund Emergency Reserve for Fiscal Year 2016/17 of 40% of the Fiscal Year 2016/17 operating budget which amounts to $15,576,000. The two aforementioned reserve categories cannot be appropriated without the explicit approval of the City Council. The two aforementioned reserve categories and amounts will also be used in the Fiscal Year 2015/16 Comprehensive Annual Financial Report "CAFR." SECTION 7. The City Manager shall render a monthly report to the City Council on the status of City operations as it relates to the approved budget and any amendments thereto. 226 Resolution No. 2016 - Budget Approval FY 2016/17 Adopted June 21, 2016 Page 3 of 3 PASSED, APPROVED, and ADOPTED at a regular meeting of the La Quinta City Council held on this 21" day of June, 2016, by the following vote: AYES: NOES: ABSENT: ABSTAIN: LINDA EVANS, Mayor City of La Quinta, California ATTEST: SUSAN MAYSELS, City Clerk City of La Quinta, California (SEAL) WILLIAM IHRKE, City Attorney City of La Quinta, California 227 228 Account Number 101-3007-60461 101-6002-60103 City of La Quinta Fiscal Year 2015/2016 to Fiscal Year 2016/2017 Continuing Appropriations Department Description Community Resources Marketing & Tourism Promotion Design and Development Professional Services 101-1006-60103 Finance 101-1002-60101 City Manager's Office 101-2002-60103 Community Resources Professional Services Contract Services- Administrative Professional Services Amount Purpose $ 20,000.00 Brand Refresh/work to be completed in new year $ 25,000.00 Village EI R/remainder of work to be completed in new year $ 14,300.00 Cost Allocation Study/remainder of work to be completed in new year $ 20,000.00 Franchise Audit/contract to Council June 21, 2016/work to be completed in new year $ 5,000.00 EOC Prepared ness/work to be completed in new ;P 04,.Suu.uu 6 D 229 230 Attachment 1 ESTIMATED CURRENT RESOURCES: REVENUES: TAXES $ 26,241,600 LICENSES & PERMITS $ 1,272,400 INTERGOVERNMENTAL $ 10,572,200 CHARGES FOR SERVICES $ 1,270,400 FINES & ASSESSMENTS $ 212,400 OTHER/MISCELLANEOUS $ 649,200 TOTAL REVENUES $ 40,218,200 TRANSFERS IN $ 190,400 TOTAL ESTIMATED CURRENT RESOUCES $ 40,408,600 ESTIMATED CURRENT REQUIREMENTS: EXPENDITURES: CITY COUNCIL'S OFFICE $ 288,300 CITY MANAGER'S OFFICE $ 815,400 CITY ATTORNEY'S OFFICE $ 416,000 CITY CLERK'S OFFICE $ 568,800 COMMUNITY RESOURCES DEPARTMENT $ 24,995,400 HUMAN RESOURCES $ 385,100 CR ADMIN $ 832,200 WELLNESS CENTER $ 612,600 RECREATION PROGRAMS $ 134,200 MARKETING/COMMUNITY RELATIONS $ 828,100 CODE ENFORCEMENT $ 1,001,500 POLICE $ 14,670,400 FIRE $ 6,531,300 DESIGN & DEVELOPMENT DEPARTMENT $ 5,304,400 D&D ADMIN $ 1,052,600 PLANNING $ 566,300 BUILDING $ 905,000 THE HUB $ 672,200 PUBLIC WORKS DEVELOPMENT SERVICES $ 617,100 ENGINEERING SERVICES $ 1,491,200 FACILITIES DEPARTMENT $ 3,104,400 PARKS MAINTENANCE $ 1,694,900 PUBLIC BUILDINGS $ 1,409,500 FISCAL SERVICES DEPARTMENT $ 2,075,100 FINANCE $ 1,094,500 CENTRAL SERVICES $ 980,600 TOTAL EXPENDITURES $ 37,567,800 TOTAL TRANSFERS OUT $ 3,674,300 TOTAL ESTIMATED CURRENT REQUIREMENTS $ 41,242,100 SURPLUS/(SHORTFALL) CURRENT RESOURCES TO CURRENT REQUIREMENTS $ (833,500) Use of Unappropriated Reserves for Deficit $ 83,500 Use of Successor Agency Repayment to General Fund $ 750,000 Total Use of Reserves $ 29A3,500 232 Attachment 2 • • • ADJUSTMENTS TO LOAN CASH FLOW & ESTI MATED AT PAYMENT TO USE OF GF LOAN EMERGENCY 6/30/2016 GENERAL FUND REPAYMENT FOR RESERVES BASED (PER MI DYEAR FROM OPERATING NORTH LA QUI NTA ON BUDGETED FY 2015/16 SUCCESSOR SURPLUS PARKWAY TURF EXPENDI TURES OF ESTI MATED AT ESTIMATED GENERAL FUND RESERVES ESTI MATE) AGENCY /(SHORTFALL) CONVERSI ON $39,183,600 6/30/2017 NON -SPENDABLE $48,569,500 $ (1,826,900) $46,742,600 DESI GNATED FOR SPECI R C USE (OPEB) $1,523,400 $1,523,400 EMERGENCY RESERVES (40% as of 7/1/15) $15,372,600 $ 203,400 $15,576,000 CASH FLOW CONTI NGENCY (10% as of 7/1 15) $3,843,100 $ 50,900 $3,894,000 UNAPPROPRIATED (I NCLU DES CARRYOVERS) $13,163,200 $1,826,900 $ (83,500) $ (750,000) $ (254,300) $13,902,300 TOTAL ESTI MATED RESERVES $82,471,800 $0 $ (83,500) $ (750,000) $0 $81,638,300 SUMMARY RESERVES 6/30/ 16 NET CHANGE RESERVES 6/30/ 17 $82,471,800 $ (833,500 $81,638,300 CALCULATI ONS FOR CASH FLOW AND EMERGENCY RESERVES: Budgeted Expenditures $ 40,492,100 Less CI PTransfer Operating Budget Cash Row Reserve: Emerqencv Reserves: Net = $833,500 $ (1,552,000) $ 38,940,100 D v FY2016-2017 FY2015-2016 ADJUSTMEN zT $ 38,940,100 x 10% _ $ 3,894,000 $ 3,843,100 $ 50,900 EI CD a $ 38,940,100 x 40% _ $ 15,576,000 $ 15,372,600 $ 203,400 ry 233 City of La Quinta Gann Limit Appropriation Calculation FY 2016/2017 Attachment 3 (1 of 2) Year (1) ($) Prior Year Gann Limit (2) City's Previous Year's Population (3) City's Current Year's Population (4) Population % Change (5) U.S. CPI Annual % Change (6) % Change in Local Non -Residential Construction (7) % Change In Per Capita Income (8) ($) Current Year Gann Limit (9) ($) Compliance Amounts 92-93 14,240,507 12,932 14,840 14.80% N/A 0.68% -0.64% 16,452,801 4,452,292 93-94 16,452,801 14,840 15,693 5.75% N/A 0.16% 2.72% 17,871,744 5,301,754 94-95 16,452,801 15,693 16,634 6.00% N/A 0.14% 0.71% 19,077,886 6,561,880 95-96 19,077,886 16,634 17,101 2.81% N/A N/A 4.72% 20,539,255 7,762,496 96-97 20,539,255 17,101 18,045 5.52% N/A N/A 4.67% 22,685,183 8,257,148 97-98 22,685,183 18,045 19,217 6.49% N/A N/A 4.67% 25,286,762 9,667,831 98-99 25,286,762 19,217 20,444 6.38% N/A N/A 4.15% 28,017,719 12,222,332 99-00 28,017,719 20,444 21,763 6.45% N/A N/A 4.53% 31,176,447 9,801,749 00-01 31,176,447 21,763 24,240 10.77% N/A N/A 4.91% 36,229,777 10,785,551 01-02 36,229,777 24,240 26,321 12.66% N/A N/A 7.82% 44,008,314 12,181,391 02-03 44,008,314 26,321 28,715 10.52% N/A N/A -1.27% 48,020,286 14,233,708 03-04 48,020,286 28,715 30,452 5.99% N/A N/A 2.31% 52,072,415 14,547,338 04-05 52,072,415 30,452 32,522 5.90% N/A N/A 3.28% 56,953,433 16,507,192 05-06 56,953,433 32,522 36,145 9.19% N/A N/A 5.26% 65,458,514 22,777,443 06-07 65,458,514 36,145 38,340 5.40% N/A N/A 3.96% 71,725,407 27,384,580 07-08 71,725,407 38,340 41,092 6.44% N/A N/A 4.42% 79,718,951 32,163,100 08-09 79,718,951 41,092 42,743 4.46% N/A N/A 4.29% 86,846,889 33,562,980 09-10 86,846,889 42,743 43,778 2.42% N/A N/A 0.62% 89,500,065 33,519,652 10-11 89,500,065 43,778 37,307 (1) 1.35% N/A N/A -2.54% 88,404,325 30,055,388 11-12 88,404,325 37,307 37,836 (1) 1.42% N/A N/A 2.51% 91,910,124 29,884,568 12-13 91,910,124 37,688 38,075(2) 1.03% N/A N/A 3.77% 96,357,500 31,954,838 13-14 96,357,500 38,190 38,412 0.55% N/A N/A 5.12% 101,848,105 33,412,900 14-15 101,848,105 38,412 39,032 1.61% N/A N/A -0.23% 103,249,837 35,982,642 15-16 103,249,837 39,032 39,694 1.72% N/A N/A 3.82% 109,037,717 37,391,100 16-17 109,037,717 39,694 39,977 1.69% N/A N/A 5.37% 116,834,735 39,339,800 The Gann Limit is adjusted annually by multiplying the "Prior Year Gann Limit" (column 1) by the "% Change in Population" (column 4) and then by the greater of the "% Change in New Local Non-residential Construction or % Change in California Per Capita Income" (column 6 or 7). This Gann adjustment figure is then added to the prior year's limit amount to obtain the current year Gann limit amount in column 8. The U.S. CPI factor (column 5) was used in place of the non-residential construction (column 6) amount and the lower of the two factors, the U.S. CPI or Per Capita Income, for the calculation prior to FY 1990-91. The City has elected in column (2) and (3) to use the City population method versus the change in County population. (1) The population for FY 2010/2011 and FY 2011/2012 are adjusted to the Federal 2010 Census counts. (2) The previous population is furnished by the Department of Finance. The Shaded boxes indicate the calculation factor that was used to calculate that year's Gann Limit. 234 Attachment 3 (2 of 2) GANN APPROPRIATION LIMIT ANALYSIS In 1979, Proposition 4, the "Gann" initiative, was passed. The Proposition created Article XIIIB of the State Constitution placing limits on the amount of revenue which can be spent by all entities of Government. The Gann limit is adjusted annually by the following two factors: Annual population change and the greater of the change in: 1) State Per Capita Income, or 2) The Local Assessment roll for local non-residential construction. When a City reaches this limit, excess tax revenue must be returned to the State or Citizens through a process of refunds, rebates, or other means that may be defined at that time. The Gann limit for the City of La Quinta has increased steadily since 1984 and still provides the City with a comfortable operating margin. The revenue collection and spending limit for the City of La Quinta for FY 16/17 is $116.8 million . 'Proceeds of taxes" are projected to be $39.3 million in FY 16/17 allowing the City a margin of $77.5 million. On the graph on the following page, the highest bars represent the spending limit and the lower bars represent the appropriation of taxes ifor the last fifteen years. 120, 000, 000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 CITY OF LA QUINTA SPENDING LIMIT VERSUS APPROPRIATION OF PROCEEDS OF TAXES 01-02 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15 15-16 16-17 ■Spending Limit ■Appropriation of Proceeds of Taxes 235 236 BUSINESS SESSION: 7 City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: AUTHORIZE MODIFICATIONS TO THE TEMPLATE FOR PROFESSIONAL SERVICES AGREEMENTS REGARDING THE DUTY TO PROTECT AND DEFEND THE CITY PROVIDED BY CONSULTANTS RECOMMENDATION Authorize modifications to the template for professional services agreements regarding the duty to protect and defend the City provided by consultants after consultation with the City Attorney's Office. EXECUTIVE SUMMARY Staff and the City Attorney's Office use a template for professional services agreements for consultant services, which was last updated April 2015. The template agreement includes broad indemnity, hold harmless, and duty to protect/defend provisions. The duty to protect/defend requires a consultant to hire and pay for legal counsel approved by the City when the City is brought into a law suit involving consultant's work. Consultants who contract with the City now report their insurance carriers will not cover a duty to protect/defend. Template agreements, if modified to accommodate a request by a consultant, would still require the consultant to indemnify and hold harmless the City, with provisions acceptable to the City for reimbursement of losses, liabilities, and attorneys' fees. FISCAL IMPACT The fiscal impact would be negligible, but the City may need to fund legal counsel fees not covered by a consultant's insurance carrier. BACKGROUND/ANALYSIS Indemnity is an obligation usually arising by contract where one party is obligated to save another from loss or liability (i.e., "hold harmless"). A duty to protect and defend is an obligation arising under contract where defense of an action brought against one party is provided by another. The City, in its standard (or "template") professional services agreement, requires consultants to "indemnity, protect, defend (with counsel selected by City), and hold harmless" the City. Most if not all consultants, in turn, carry insurance to cover these obligations. 237 Recently, staff has been informed by consultants that professional liability insurance policies no longer cover defense against third parties. As such, consultants take the position that a duty to defend should not be required when uninsurable, while the City (like other public agencies) takes the position that a consultant should defend the City against claims that arise out of the consultant's work whether such an obligation is insurable or not. The challenge is that many of the consulting firms that provide services to the City are small entities and rely on professional liability insurance policies to provide this defense. If private carries no longer accept this liability, these consultants may have no choice but to not contract with the City because the income they receive does not cover the exposure they may incur. The City currently contracts with 50 consulting firms. One compromise that the City Attorney's Office and staff at the California Joint Powers Insurance Authority (JPIA) have seen is to limit the consultant's reimbursement obligation for defense costs in proportion to the consultant's comparative negligence, as mutually agreed by the parties, or as found by a court. The City Attorney's Office recommends the template for professional services agreements not be modified from the current, broad protection afforded the City. The City Attorney's Office recognizes, however, that adjustments upon request of a consultant may be merited, which would limit the consultant's (and therefore insurer's) reimbursement obligation for defense costs, in order for the consultant to be able to contract with the City for specialized services. To accommodate this kind of consultant request, the City's approach would be as follows: (1) still require the consultant to indemnify and hold harmless the City, (2) allow for the removal of a duty to protect and defend, and (3) limit the professional liability indemnity obligation to actual losses and liabilities incurred, which would include reimbursement of reasonable and necessary attorney's fees as determined by mutual agreement of the parties or a court. For costs covered under the indemnity clause, the City would need to seek reimbursement instead of having the consultant or insurer pay legal counsel directly. There is also a possibility, as noted above, that actual attorneys' fees incurred may exceed "reasonable and necessary" costs as determined by mutual agreement of the City and consultant or a court. Variations to language in revised agreements may occur, and other sections in revised agreements may need to be modified based upon the revisions to an indemnity clause. Substantively, however, the same approach by the City would be followed. A redline comparing the current template's indemnity clause with an example of proposed revisions is attached. ALTERNATIVES The City Council may choose not to authorize the modifications, but this may limit the number of professional service consultants willing to contract with the City. Prepared by: William H. Ihrke, City Attorney Approved by: Frank J. Spevacek, City Manager Attachment: 1. Redline Showing Revisions to Indemnification Clause for Professional Liability 238 ATTACHMENT 1 Redline with Proposed Revisions of the Current Indemnification Clause for Professional Liability. Indemnification for Professional Liability. When the law establishes a professional standard of care for Consultant's Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City) and hold harmless City and any and all of its officials, employees, and agents ("Indemnified Parties") from and against any and all GlGirns, losses, liabilities of every kind, nature, and description, damages, injury (including, without limitation, injury to or death of an employee of Consultant or of any subcontractor), costs and expenses Of nny kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, court costs, reimbursement of reasonable and necessa y-attorneys' fees as determined b=v mutual agreement of the parties or by o court of competent jurisdiction, litigation expenses, and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation, to the extent same are cause in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subcontractors (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this agreement. With respect to the design of public improvements, the Consultant shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A without the written consent of the Consultant. 239 240 STUDY SESSION 1 : 'i NO. City of La Quinta CITY COUNCIL MEETING: June 21, 2016 STAFF REPORT AGENDA TITLE: PROPOSED USER AND REGULATORY FEES BASED ON THE 2016 COST OF SERVICES STUDY RECOMMENDATION Discuss proposed user and regulatory fees based on 2016 cost of services study. ::1 X40j I W*1111618F_1.1ri On July 15, 2014, the City Council updated its user and regulatory fee schedule; the Council also directed staff to periodically update the fee schedule to accommodate Consumer Price Index (CPI) increases and other factors. On January 19, 2016, the Citizen Advisory Committee presented a report outlining its findings and recommendations, which included recommendations regarding full cost recovery for all development -related services. The City retained ClearSource Financial Consulting (ClearSource) to assist with this update. ClearSource assisted with the fee update in 2014 and the Comprehensive Fee and Rate Study in 2013. FISCAL IMPACT None at this time. However, the Cost of Services Study forecasts three potential revenue increase options, including: $177,000, $360,000, and $489,000. In addition, there are other proposed modifications to the City' based upon full cost recovery methodology. BACKGROUND/ANALYSIS The City provides many services to ensure safe, orderly, and aesthetically pleasing development and construction in La Quinta. The broad categories of these services include, but are not limited to, project entitlement review, improvement plan check, map check, permits (building, grading, encroachment and driveway), and land action review (i.e. dedications, parcel mergers, and lot line adjustments). User fees and regulatory fees are the mechanism by which the City may recoup a portion of or all of the costs associated with these services. This revenue sources accounts for approximately six percent of all General Fund revenue sources. The Cost of Services study: Identified the full cost of providing development services Calculated fully -burdened hourly rates for fee -related service providers 241 Determined current cost recovery levels at the departmental and individual permit or service fee level Examined existing fee calculation methodologies and modified them, if necessary, to more closely align their calculation methodology to the cost of services being provided Assigned targeted fee and cost recovery levels for each service examined Compared current and proposed fees to those imposed by neighboring communities Estimated anticipated revenue impacts of proposed fees Delivered an updated schedule of fees Key Findings The City uses a uniform hourly rate to set all fees. The uniform rate is tied to the Building Division's calculated rate, currently $145 per hour. Since 2014, this rate has increased by 5%. The increase is driven by increases in labor costs, and services and supplies costs. The chart below illustrates the relationship between the various disciplines and the uniform hourly rate. Fully -burdened and targeted hourly rates for service - The table below identifies the fully -burdened hourly rates calculated for three options as part of this study, and staff - recommended targeted hourly rates for service. In the chart above, the first option accounts for an increase solely based upon cost increases since the last fee update in 2014. Options 2 and 3 include full cost recovery based upon the fully burdened hourly rates; however, the distinction between the two options (covered in next section) is subsidies for higher volume permits. Full Cost Recovery and Impact of Subsidies - The City currently maintains a practice of charging fees based upon the lowest cost fully burdened hourly rate. For the three options outlined, the options include: maintaining the current practice of using common hourly rate for most fees; target full cost recovery for most fees (retain subsidies); and target full cost recovery for all fees. 242 Option 1 Option 2 Estimated Fee Revenue Change t 5% t 71% t 16% t 18% Est. Cost Recovery After Add'I 100% 83% 97% 95% Subsidies for Minor Permits Option 3 Estimated Fee Revenue Change t 5% t 107% t 20% t 25% Est. Cost Recovery After Add'I 100% 100% 100% 100% Subsidies for Minor Permits In terms of fiscal impact of the three options, the second option provides for full cost recovery, but allows for established subsidies to remain in place. In the chart below, each option is matched with the subsidies provided to customers by projected annual revenue and percentage. Regional Fee Comparison - In November 2014, ClearSource Financial completed a regional study that estimated development fees for a typical subdivision. La Quinta was compared to the valley cities and the unincorporated parts of Riverside County. The review concluded that La Quinta's development related fees landed in the middle of the spectrum, comparatively. While the fees for this scenario were low, middle and in the upper ranges, this is not uncommon when considering service delivery methods, organizational structure, and cost recovery philosophy. 243 Fee Outliers - The chart below illustrates, by option, proposed fees outside of the mid- range of the fees reviewed in the regional comparison (above). Only Planning and Public Works fees are included, as the proposed Option 1 is set at full cost recovery for Building and Safety fees. There are a total of 12 outlier proposed fees. Project Description La Quinta Current La Quinta La Quinta La Quinta Indio (2014) Palm Desert Rancho Mirage Palm Springs Fee Option I Option 2 Option 3 (2011) (1992) <= 25' wide = $60 Driveway - Residential $ 145 $ 152 $ 175 $ 508 $ 357 $ 251 > 25' wide = $85 $ 463 Grading - Precise (2 sheets) Plan Check $ 2,647 $ 2,774 $ 3,089 $ 3,089 $ 4,600 $ 853 $ 500 $1,642 - $2,896 Inspection $ 2,901 $ 3,040 $ 3,384 $ 3,384 Varies based on $ 1590 Varies project valuation Lot Line Adjustment $ 1,450 $ 1,520 $ 1,692 $ 1,692 $ 1,100 $ 810 $ 505 $ 3,208 oit-y Parcel Merger $ 1,450 $ 1,520 $ 1,692 $ 1,692 $ 1,100 $ 810 $ 417 $ 3,208 PM-10 QJ Initial Sheet = Plan Check $ 509 $ 525 $ 550 $1,565 $ 2,000 $ 78 $ - Add'I Sheet = $840 <10 Acre $3,481 $3,648 $4,061 $4,061 $468 - SFR 10-50 Ac $5,221 $S,472 $6,092 $6,092 $2,000/acre Inspection 51-200Ac $6,961 $7,296 $8,123 $8,123 Varies deposit w/dep Comm: >200 Ac $10,442 $10,944 $12,184 $12,184 $20,000 max Standard = Standard = Standard = Verification Zoning Letter $ 200 $200 Other= $250 Other= $492 $ 250 $ 276 $ 89 letter= $224 $1,292 $1,674 Other= Zoning other= $1,674 $712 Temporary$120 Banners =$35 <205F=$287 Staff =$127 Permanent$300 OTC = $98 >20 SF + $1,394 PC = $1,534 Sign Permit $ 200 $ 200 $ 250 $ 689 Other = $393 CC = $1,564 Sign program = Hourly Hourly Hourly $1,733 cc° w/$2,212 Hourly w/$2,685 w/$3,479 Sign District = Q�ac Sign Program base w/$2,685 base base base $ 393 $ 2,080 $4,044 Minor =$250 Minor=$985 Minor =$200 Minor(non Minor(non Minor(non Std) = $250+ Std) = $985 + Std) =$200+ billing billing Non -Profit = Minor=$122 Temporary Use Permit $200 billing Major = Major= Admin=$500 n/a $ 571 Major=$861 Major = $1976 $2560 $2,560 PH Req. = $750 Other = $87 Lot tie = $585 Major Non Std Major Non Major Non = $1,976 + Std = $2560 + Std = $2,560 + billing billing billing Additional Fees/Modifications Proposed - In addition to the fee update, ClearSource reviewed other potential fees and modifications in concert with staff input. Below is a summary of each modification. NPDES Fees - In compliance with mandates of the Federal Water Pollution Control Act of 1972, the City oversees regulation and inspection of pollutant discharge of businesses throughout the community. Historically, this service has been contracted out to a third party vendor and has not previously charged a fee. The chart below illustrates the proposed fee in comparison to other communities that charge the fee. Based upon full recovery, the annual fee would be $46 for food establishments and $112 for facilities with hazardous materials storage. Collectively, implementation of these fees at full recovery is estimated to generate $15,394 annually. 244 Annual NPDES Inspection Fee $180 $160 $140 $120 — $100 — $80 — :1 $60 — $40 — $20 Indio La Quinta Rancho Redlands - La Quinta Redlands - Grand La Quinta Redlands - (Current) Mirage Low Risk (Proposed) Medium Terrace (Proposed) High Risk - Food Svc Risk Haz Mat Short Term Vacation Rental Permit Fee - The City regulates short term rentals of privately owned residential properties. A tax is charged on occupancy of these units, usually passed onto the renter. The City also charges a fee to administer the program, currently set at $25 per residence per year. The chart below shows potential revenue for implementing full cost recovery to administer the program. In addition, a technology enhancement fee is being proposed (see Technology Enhancement Fee below) to maintain associated equipment and software. Vehicle Impound Cost Recovery Fee - In November 2014, the City adopted the Vehicle Impound Cost Recovery Fee (VICR) to offset administrative costs associated with law enforcement's role in impounding abandoned vehicles. ClearSource reviewed this fee for full cost recovery and conducted a comparative review of the Coachella Valley cities' fee for the same service. The fee is currently set at $195 and is proposed to be increased to $208. The proposed increase is anticipated to generate an additional $5,000 in revenue annually. 245 Vehicle Impound Cast Recovery Fee $265 v ate• Expedited Plan Review Fee - A proposed addition to the Public works fee schedule provides expedited service, subject to staff resource availability. This service would allow "fast -tracking" of public works permit review. The expedited fee would be charged at 50% over the standard plan review fee. General Plan Maintenance Fee -This fee would be applied to all new construction building permits in the amount of $1.87 per $1,000 of new construction valuation. Revenue collected from this surcharge would be applied toward updating and maintaining the City's General Plan and/or Specific Plans. The fee is anticipated to generate about $89,000 per year. Technology Enhancement Fee -A surcharge on all development permit fees of 2% or $5, whichever is less. The intended purpose of this fee would be dedicated to maintenance and upgrades to the City's technology equipment, software, and/or service that enhance delivery through technology to the development community. The fee is anticipated to generate an additional $25,000 per year. Staff is seeking direction on fee options prior to engaging stakeholders (i.e. desert Valley Builders Association and Building Industry Association). Any comments received will be shared with the Council at the Public Hearing tentatively scheduled for July 19tn ALTERNATIVES As this is an informational item, staff does not have any alternatives. Prepared by: Ted Shove, Business Analyst Approved by: Frank J. Spevacek, City Manager Attachments: 1. City of La Quinta User and Regulatory Fee Study 246 - Gb%I of the DESERT City of La Qu i nta User and Regulatory Fee Study Draft — Subject to Revision - June 2016- �"WbCIearSource Financial Consulting 247 Table of Contents ExecutiveSummary.......................................................................................................................................1 LegislativeGuidance.....................................................................................................................................6 Study Methodology and Data Sources..........................................................................................................7 GeneralFindings...........................................................................................................................................9 BuildingFees.............................................................................................................................................9 PlanningFees............................................................................................................................................9 PublicWorks Fees...................................................................................................................................11 GeneralPlan Surcharge...........................................................................................................................12 Technology Enhancement Fee................................................................................................................13 NPDES Ongoing Annual Inspection Fee..................................................................................................14 Short -Term Vacation Rental Permit Fee.................................................................................................15 Vehicle Impound Cost Recovery Fee......................................................................................................16 Recommendations......................................................................................................................................17 Appendix.....................................................................................................................................................18 248 Executive Summary Background The City of La Quinta conducts periodic examinations of the various user and regulatory fees it collects. Routinely examining the costs of providing fee -related services and making deliberate decisions about the recovery of costs helps cities maintain fiscal sustainability and respond to the changing needs of citizens, changes in regulations, and changes in local and regional economies. The current study examines the City's costs of providing: • Planning, Building, and Land Development Engineering Plan Review and Permitting Services • National Pollutant Discharge Elimination System (NPDES) Ongoing Inspection Services • Short -Term Vacation Rental Permitting Services • Vehicle Impound and Release Services • General Administrative (Clerk) Services The outcomes and recommendations of the study are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees (charges) recommended as a result of this study are not a tax as defined in Article 13C of the California Constitution and that the proposed fees are no more than necessary to the cover the reasonable costs of the City's activities and services addressed in the fees. Additionally, this report is intended to show that the manner in which the costs are allocated to a payor bear a fair and reasonable relationship to the payor's burdens on, or benefits received from the activities and services provided by the City of La Quinta. The primary goals of this study were to: • Identify the full cost of providing fee -related services • Determine current cost recovery levels • Examine existing fee calculation methodologies and modify, if necessary, to more closely align calculation methodology to the cost of services being provided • Provide an updated schedule of fees for City Council consideration • Compare current and proposed fees to those imposed by neighboring communities • Estimate anticipated revenue impacts of modifying fees • Deliver an updated schedule of fees after Council review and adoption of any fee modifications 1 249 Key Findings Development Services Fees Fully -burdened and targeted hourly rates for service — The table below identifies the fully -burdened hourly rates calculated as part of the study, and targeted hourly rates for service that assume continued use of the City's policy of setting fees using a uniform hourly rate. If the City continues its policy of setting fees using a uniform hourly rate, most of the fees examined in this study will increase by 5%. Comparison of current and targeted hourly rates for service — The table below compares the current hourly rates used for fee calculations and targeted hourly rates that assume continued use of the City's policy of setting fees using a uniform hourly rate. Examples of benefits and drawbacks of continuing the City's current fee setting policy • Benefits: o Ease of administering deposits that involve review from multiple departments o Ease of explaining fee calculations to interested parties o Uniform pattern of fee increases provides consistency to the development community • Drawbacks: o Planning fees and Land Development Engineering fees are set to recover less than the full costs of service. Since fees do not recover costs, other City resources are required to fund these services. Typically, any shortfalls are covered by the General Fund. o Use of General Fund resources to cover services that provide specific benefits o Inconsistent treatment of differing development service categories (e.g. recover 100% of costs of building services and less than 100% of costs of planning services) 2 250 Revenue Impacts of Proposed Fee Changes — Forecasting revenue impacts from proposed fee changes is a challenging and subjective exercise, due to annual changes in development volume and project types. However, the table below provides a rough estimate of anticipated revenue impacts of the fee changes proposed assuming continued use of the City's policy of setting fees using a uniform hourly rate. The estimates assume similar development patterns as those experienced over the previous two years at the City. Fee Type ImpactRevenue ... Fee Changes Building $50,000 Planning $96,000 Public Works $30,000 General Plan Surcharge $89,000 Technology Enhancement Surcharge $25,000 Total $290,000 Overview of Significant Modifications Proposed The following chart illustrates some of the key modifications proposed for Development Services fees assuming continued use of the City's policy of setting fees using a uniform hourly rate. Additional discussion is contained in the narrative of this report. Aggregate Description Building Planning Public Works Estimated Fee Change t 5% 'I 34% 15% /i` 9% Est. Cost Recovery Before Add'I Subsidies for Minor 100% 77% 90% 89% Permits Est. Cost Recovery After Add'1 Subsidies for Minor 100% 65% 90% 86% Permits Note: The City has historically elected to recover less than 50% cost recovery for several of its high volume "minor" planning fee categories. This additional subsidy for minor permits reduces the overall cost recovery level for planning fee -related services. Expedited Plan Review Fee A proposed addition to the Public Works fee schedule is the "Expedited Processing Fee" which allows applicants to request expedited services. If the City has the in-house capacity or available consultant resources to accept the request for expedited services the project review process can be fast -tracked. General Plan Maintenance Fee • A General Plan Maintenance Fee is proposed in the amount of $1.98 per $1,000 of new construction valuation. Only a portion of the total estimated costs of maintaining and updating 3 251 the General Plan or Specific Plans are intended to be recovered from the fee. The fee is anticipated to generate roughly $89,000 per year. Amounts collected will be segregated and used toward maintaining and updating the City's General Plan and or Specific Plans. The fee will be collected on all new construction building permits issued by the City. Technology Enhancement Fee • A Technology Enhancement Fee is proposed in the amount of 2% of the development permit fee or $5, whichever is less. Amounts collected from this surcharge are intended to provide roughly $25,000 additional dollars per year that should be dedicated specifically toward hardware, software, or services that enhance the City's ability to effectively serve the development community through the use of technology. The fee will be collected on all development permits issued by the City. Regional Fee Comparison Although fees imposed by other jurisdictions have no direct link to the City of La Quinta's costs of providing services, frequently, a city's department representatives and elected officials will use the fees imposed by other agencies to assist in setting their own targeted cost recovery levels. In November 2014, ClearSource completed a regional study that examined estimated development fees for a typical subdivision in each City within the Coachella Valley as well as unincorporated Riverside County. The results of the study indicated that the aggregate development fees for the City of La Quinta were in the mid -range of the agencies examined. For individual fees, the City of La Quinta's fees may fall within the lower, middle, or upper range of amounts collected. This is a common finding due to the many factors that influence fees for specific services, including but not limited to, service delivery methods, community values, organizational structure, and cost recovery goals. NPDES Fees In compliance with mandates of the Federal Water Pollution Control Act of 1972 ("Clean Water Act"), the City oversees regulation and inspection of pollutant discharge potential of businesses throughout the City. The City retains a contract service provider to conduct required ongoing inspections. The proposed fees are intended to recover the contract service costs and the minimal internal costs currently required to administer the contract. The City does not currently collect fees for these services. 4 252 Short -Term Vacation Rental Permit Fee The City regulates short-term vacation rentals of private residences within the City. Although short- term rentals are subject to payment of transient occupancy taxes, the only costs considered in this study are the regulatory costs associated with the short-term vacation rental program, including, but not limited to, assisting short-term renters with the vacation rental registration process and minimizing the negative secondary effects of such use on surrounding residential neighborhoods through active education and code enforcement efforts. The City's program is in its infancy. It has experienced tremendous growth over the last several years and significant resources are required to regulate and administer the program. The current annual fee for permit issuance is $25 per year. The proposed annual fee is $187 per year. The proposed fee represents recovery of 100% of the current estimated costs of providing these services. *Proposed technology enhancement fee would apply to all renewals. Proposed fee is the lesser of 2% of permit or $5. Vehicle Impound Cost Recovery Fee Cities throughout California and the Coachella Valley attempt to recover all, or a portion of, the administrative costs of impounding and releasing vehicles through fees commonly identified as vehicle impound fees or vehicle release fees. The City of La Quinta and several other cities in the Coachella Valley formally identify this fee as the "Vehicle Impound Cost Recovery Fee". The City's proposed fee is at the upper end of the spectrum, but not the highest, of fees charged for similar services. The current fee is $195. The proposed fee is $208. The proposed fee does not exceed the City's estimated cost of providing the services for which the fee is collected. The fee change corresponds to the increase in Riverside County Sheriff's personnel contracted by the City for police services. Based upon the number of impounds staff estimates for Fiscal Year 2016/17, the new fee may generate roughly $5,000 in additional revenue per year. 5 253 Legislative Guidance The objectives of the study, the methodology used to complete the study, and the proposed fees were significantly influenced by Article 13C of the California Constitution and Section 66014 of the California Government Code. Article 13C states that the local government bears the burden of proving by a preponderance of the evidence that a levy, charge, or other exaction is not a tax, that the amount is no more than necessary to cover the reasonable costs of the governmental activity, and that the manner in which those costs are allocated to a payor bear a fair or reasonable relationship to the payor's burdens on, or benefits received from, the governmental activity. Additionally, Article 13C identifies the following as items that are not defined as taxes: 1) A charge imposed for a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege. 2) A charge imposed for a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product. 3) A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof. 4) A charge imposed for entrance to or use of local government property, or the purchase, rental, or lease of local government property. 5) A fine, penalty, or other monetary charge imposed by the judicial branch of government or a local government, as a result of a violation of law. 6) A charge imposed as a condition of property development. 7) Assessments and property -related fees imposed in accordance with the provisions of Article XIII D. Section 66014(a) of the California Government Code includes the following, "Notwithstanding any other provision of law, when a local agency charges fees for zoning variances; zoning changes; use permits; building inspections; building permits; ...the processing of maps under the provisions of the Subdivision Map Act...; or planning services...; those fees may not exceed the estimated reasonable cost of providing the service for which the fee is charged, unless a question regarding the amount of the fee charged in excess of the estimated reasonable cost of providing the services or materials is submitted to, and approved by, a popular vote of two-thirds of those electors voting on the issue. 6 254 Study Methodology and Data Sources The study calculated the estimated reasonable cost of providing fee -related services and activities (services). The majority of these services are commonly identified as development review services. Broad categories of development review services include, project entitlement review, review of requests for land dedications, parcel mergers, lot line adjustments, encroachment in the public right-of-way, and building permitting, plan review, and inspection services. Generally, the estimated reasonable cost of providing the fee -related services and activities examined in the study can be calculated as the product of the estimated labor time required to process a typical request for service and the composite fully -burdened hourly labor rate of the division responsible for providing services. The estimated reasonable cost of service also includes costs or fees imposed by outside agencies or contract service providers used by the City to provide the requested services. A combination of sources were used to complete the analysis and develop the findings and recommendations of this study. The data sources included, but were not limited to: • Adopted budgets, actual expenditure history, and personnel salary and benefit information. • Historical project volume and revenues from fees. • Current schedule of fees for each department. • Citywide cost allocation plan. • On -site and telephone interviews with City staff. • Information contained in the California Constitution and the California Government Code. The following page provides a summary of the steps utilized to complete this study. 255 Summary of methodology used to calculate estimated costs of service and cost recovery levels Step One Identify annual hours spent providing -> fee services for each division Step Two Identify annual cost of providing fee services for each division This information is developed and tested using a combination of interviews, questionnaires, historical project information, and historical revenue information. This information is developed and tested using a combination of information found in the City's adopted budget, expenditure history, and the overhead cost plan. Step Three Calculate the estimated hourly rate -> Annual cost _ Annual hours = Hourly rate using information from Steps 1 and 2 Step Four Estimate labor time required to 4 This information is developed and tested using a process individual requestfor service combination of interviews, questionnaires, commonly - used measures, and information developed in Step 1. Step Five Calculate estimated cost of service -> Hourly rate * Labor hours = Cost of service using information from Steps 3 and 4 Step Six Calculate current cost recovery level 4 for a specific service Step Seven Use laws, industry standards, goals 4 and policies, and historical trends to determine targeted cost recovery Step Eight Test to confirm forecast revenue from fees will not exceed program costs Current fee _ Cost of service = Current Cost recovery Proposed fee _ Cost of service = Targeted Cost Recovery Use historical permit volume and proposed fees to forecast anticipated revenue from fees. Forecast revenues should not exceed program costs. s 256 General Findings Building Fees Building Division staff provide plan check and inspection services for all new construction, remodels, and additions throughout La Quinta, enforcing the provisions of the California Building Standards Code. Additionally, the Division serves as a primary building code resource to contractors, architects, engineers, developers, business owners, and homeowners in La Quinta. Roughly 100 individual building fee categories were examined as part of the study. Significant findings include: • Current cost recovery is roughly 95% for the majority of fees examined • The calculated fully -burdened rate for fee -related building services is $152 per hour. • The majority of proposed fees target recovery of 100% of the estimated cost of service. • Proposed fees for new construction projects valued at less than $5,000 target recovery of between 25% and 50%. • If the proposed fees are adopted, the estimated revenue impact of the proposed changes is roughly $50,000. This change is the result of increasing most fees by 5%. Planning Fees The Planning Division leads the City's current and long-range planning efforts, including processing and review of applications for development within the City of La Quinta. The Division provides staff support to the Planning Commission and City Council through the processing of development permits, zoning text amendments, use permits, and other land division entitlements. More than 50 individual planning fee categories were examined as part of the study. Significant findings include: • The cost of service analysis showed the City's current fees recover less than the estimated cost of service for almost all fee -related planning services. The causes of the under -recovery are two -fold. They are identified below: o The use of a uniform hourly rate across all development units results in under -recovery of the costs of providing Planning services o The existing fees are based on service time estimates that have been recalibrated across-the-board as part of this study. Many of the recalibrations result in an increase in the estimated hours required to process a typical request for service than was assumed 9 257 in the prior study. As estimated service hours increase, the cost recovery rate from existing fees decreases. • The calculated fully -burdened rate for fee -related planning services is $197 per hour. The targeted rate used for fee setting purposes is $152 per hour. • The majority of proposed fees target recovery of 77% of the estimated cost of service. • Proposed fees for certain project types are set at fixed levels that result in cost recovery levels less than 77%. The majority of these fees are set at an amount that recovers roughly one -hour of City staff costs. The services are: o Standard -type Minor Temporary Use Permits — Proposed fee is $200 (20% cost recovery) o Minor Use Permit — Proposed fee is $200 (13% cost recovery) o Minor Use Permit Amendment — Proposed fee is $200 (20% cost recovery) o Sign Permit — Proposed fee is $200 (29% cost recovery) o Director's Determination — Proposed fee is $200 (25% cost recovery) o Certificate of Compliance — Proposed fee is $200 (20% cost recovery) o Zoning Letter (Basic Property Information) — Proposed fee is $200 (41% cost recovery) o Historical Landmark Designation or Certificate of Appropriateness — Proposed fee is $1,000 (39% cost recovery) • If the proposed fees are adopted, the estimated revenue impact of the proposed changes is roughly $100,000. This change is the result of: o Increasing the underlying hourly rate for services by 5% o Increasing underlying service times for the majority of the fee categories to account for the current anticipated level of effort required to process project applications o Setting hourly fees based on the average labor time required to process a typical request for service, rather than the minimum estimated labor time required to process a typical request for service. The City of La Quinta values its development community, and strives for cooperative and effective relationships with its contractors, architects, engineers, developers, business owners, and homeowners. As part of its commitment to providing premier level development review services, to encourage complete applications, and to increase the speed of the development review process, the City encourages pre -application meetings. The City has targeted 0% recovery from fees for the costs of conducting pre -application related services. 10 258 Public Works Fees The Public Works Department provides numerous fee -related private development services. The broad categories of these services include, but are not limited to, improvement plan check, map check, permits (grading, encroachment, and driveway), and land action review (i.e. dedications, parcel mergers and lot line adjustments). More than 50 individual public works fee categories were examined as part of the study. Significant findings include: • Current cost recovery is roughly 86% for the majority of fees examined. This under -recovery is primarily the result of setting fees using a uniform hourly rate for all development functions rather than the fully -burdened hourly rate for public works fee -related services. • The calculated fully -burdened rate for fee -related planning services is $169 per hour. The targeted rate used for fee setting purposes is $152 per hour. • The majority of proposed fees target recovery of 90% of the estimated cost of service. • A proposed addition to the Public Works fee schedule is the "Expedited Processing Fee" which allows applicants to request expedited services. If the City has the in-house capacity or available consultant resources to accept the request for expedited services the project review process can be fast -tracked. The proposed fee is 50% over the standard plan review fee. This is consistent with the amount charged by many other cities throughout the State. Justification for the increased fee includes: o Existing staffing levels are funded assuming a certain expected project turn -around time, if the development community is willing to pay for faster turnaround the City may be able to increase staffing levels to accommodate the service level expectations o Overtime may be required o Additional consultant staff may be required • Minor refinements were made to the traffic control inspection fee and the fee for inspecting street cuts or bore pits. • If the proposed fees are adopted, the estimated revenue impact of the proposed changes is roughly $30,000. This change is the result of increasing most fees by 5%. 11 259 General Plan Surcharge California Government Code Section 66014 states that fees collected by an agency may "...may include the costs reasonably necessary to prepare and revise the plans and policies that a local agency is required to adopt before it can make any necessary findings and determinations." Every county and city in California is required by State law to have a General Plan, and the plan is required to be up to date. The General Plan discusses the City's goals, policies, and implementation actions regarding all future development. The Zoning Ordinance establishes the development regulations to implement the General Plan, and must be consistent with the Plan. Cities and counties throughout California often attempt to recover portions of the costs of updating and maintaining these plans through fees collected on various development projects. As the list below indicates, a similar fee is currently collected by several cities in the Coachella Valley and other cities in California. The list is not intended to be comprehensive: Cities in the Coachella Vallev that Collect a General Plan Surcharee or Similar Fee • Cathedral City • Desert Hot Springs • Palm Springs Examples of Other California Cities that Collect a General Plan Surcharge or Similar Fee • Los Angeles • Oakland • Sacramento • San Diego • San Jose A General Plan Maintenance Fee is proposed in the amount of $1.87 per $1,000 of new construction valuation. Only a portion of the total estimated costs of maintaining and updating the General Plan or Specific Plans are intended to be recovered from the fee. The fee is anticipated to generate roughly $89,000 per year. Amounts collected will be segregated and used toward maintaining and updating the City's General Plan and or Specific Plans. The fee will be collected on all new construction building permits issued by the City. 12 260 Technology Enhancement Fee A Technology Enhancement Fee is proposed in the amount of 2% of the development permit fee or $5, whichever is less. Amounts collected from this surcharge are intended to provide roughly $25,000 additional dollars per year that should be dedicated specifically toward hardware, software, or services that enhance the City's ability to effectively serve the development community through the use of technology. The fee will be collected on all development permits and short-term vacation rental permits issued by the City. Cities and counties throughout California often attempt to recover portions of the costs of technology enhancement through fees collected on various project types. As the list below indicates, a similar fee is currently collected by several cities in the Coachella Valley and other cities in California. The list is not intended to be comprehensive: Agencies in the Coachella Valley that Collect a Technology Enhancement Fee or Similar Fee • Palm Springs • Riverside County Examples of Other California Cities that Collect a Technoloev Enhancement Fee or Similar Fee • Berkeley • Davis • Elk Grove • San Carlos • Sunnyvale 13 261 NPDES Ongoing Annual Inspection Fee In compliance with mandates of the Federal Water Pollution Control Act of 1972 ("Clean Water Act"), the City oversees regulation and inspection of pollutant discharge potential of businesses throughout the City. The City retains a contract service provider to conduct required ongoing inspections. The proposed fees are intended to recover the contract service costs and the minimal internal costs currently required to administer the contract. If adopted, the proposed fee would most likely be billed annually, at the time of business license issuance or renewal. Similar fees are collected by agencies throughout the State, however it does not appear that a similar fee has been adopted by neighboring agencies within the Coachella Valley'. The table below summarizes the proposed fees. The appendix of this report details the cost of service calculation. $300 $250 $200 $150 $100 $50 $0 NPDES Ongoing Inspection Fee La Quinta Redlands - La Quinta Redlands - Grand La Quinta Redlands - San Juan La Quinta (Current) Low Risk (Prop.) Medium Terrace (Prop.) Haz High Risk Capistrano (Prop.) Haz Food Svc Risk Mtl's - 3yr Mtl's - 1yr ' ClearSource contacted neighboring cities within the Coachella Valley to determine if fees were charged for ongoing NPDES inspections. None of the staff members contacted knew of a similar fee imposed by their cities. 14 262 Short -Term Vacation Rental Permit Fee The City regulates short-term vacation rentals of private residences within the City. Although short- term rentals are subject to payment of transient occupancy taxes, the only costs considered in this study are the regulatory costs associated with the short-term vacation rental program, including, but not limited to, assisting short-term renters with the vacation rental registration process and minimizing the negative secondary effects of such use on surrounding residential neighborhoods through active education and code enforcement efforts. The City's program is in its infancy. It has experienced tremendous growth over the last several years and significant resources are required to regulate and administer the program. The current annual fee for permit issuance is $25 per year. The proposed annual fee is $187 per year with an additional technology enhancement fee of roughly $4. The proposed fee represents recovery of 100% of the current estimated costs of providing these services. *Proposed technology enhancement fee would apply to all renewals. Proposed fee is the lesser of 2% of permit or $5. $250 $200 $150 $100 $50 $0 Short -Term Vacation Rental Permit Fees (Amounts shown do not include business license or TOT fees) La Quinta (Current) Rancho Mirage Indio La Quinta (Proposed) Palm Springs 15 263 Vehicle Impound Cost Recovery Fee Section 22850.5(a) of the California Vehicle Code states, "A city ... may adopt a regulation, ordinance, or resolution establishing procedures for the release of properly impounded vehicles and for the imposition of a charge equal to its administrative costs relating to the removal, impound, storage, or release of the vehicles...." Cities throughout California and the Coachella Valley attempt to recover all, or a portion of, the administrative costs of impounding and releasing vehicles through fees commonly identified as vehicle impound fees or vehicle release fees. The City of La Quinta and several other cities in the Coachella Valley formally identify this fee as the "Vehicle Impound Cost Recovery Fee". The City's proposed fee is at the upper end of the spectrum, but not the highest, of fees charged for similar services. The current fee is $195. The proposed fee is $208. The proposed fee does not exceed the City's estimated cost of providing the services for which the fee is collected. The fee change corresponds to the increase in Riverside County Sheriff's personnel contracted by the City for police services. Based upon the number of impounds staff estimates for Fiscal Year 2016/17, the new fee may generate roughly $5,000 in additional revenue per year. $300 $250 $200 $150 $100 $50 $0 Vehicle Impound Cost Recovery Fee Coachella Rancho Indian Palm Cathedral Palm La Quinta La Quinta Indio Mirage Wells Springs City Desert (Current) (Proposed) 16 264 Recommendations The fees included as part of this study are set at the direction of the City Council. Consequently, the City Council may adopt fees and modify them at a future date as costs of service change, city policies or goals change, project volumes change, or service recipient feedback is received. If the City decides to adopt modified fees it should: • Ensure that City staff begin fee collections using updated fee schedules once the adopted fees are effective. • Actively monitor and bill for deposit -based fees - Fees for highly variable services are often set to recover the estimated full cost of service, using a base fee with hourly billing methodology. In order to recover the targeted amounts expected from these fees, the City should be diligent about tracking time for planning fees and requesting additional amounts for projects with costs exceeding those collected via the base fee. • Periodically Review and Adjust Fees and Calculation Methodologies — As part of this study, several changes were made to fee calculation methodologies. These changes were made in an effort to more closely align fees to the services provided. The city should continue its proactive efforts to refine fee structures to reflect the review and permitting services provided by the city. Additionally, the fee schedule allows for hourly billing of projects that fall outside the scope of those considered when developing the fee schedule. Also, if fees for services are unintentionally omitted from the adopted fee schedule, they should be added to the fee schedule as part of a future update. • Monitor feedback and permit statistics - Monitor permit and application volumes and homeowner/contractor/applicant feedback to determine if fee modifications are resulting in any unanticipated changes in project frequency and to increase the level of detail available for revenue forecasting. Additionally, the City may consider the following: • Adjust fees on an annual basis using inflationary index - The City may continue its policy of adjusting fees to maintain pace with regional cost inflation. • Conduct future fee studies on regular basis — In order to avoid situations where cost recovery levels fall below full or targeted levels, or exceed the cost of providing the services for which the fees are charged, the City should consider conducting future fee studies periodically. Cities often conduct cost of service studies every two or three years or as a result of significant changes in organizational structure or service provision. 17 265 Appendix The appendix provides detailed analytical findings from the study, including the amount of cost, or estimated cost, required to provide the services for which the fee or service charge is levied and the revenue sources anticipated to provide the service, including General Fund revenues. For any fees targeted to recover less than 100% of the estimated reasonable cost of service, it is anticipated that General Fund revenues of the City will fund the difference between the targeted recovery level and 100% recovery of the estimated cost of service. These amounts are identified in the Working Version of the Master Fee Schedule included in this appendix. Additionally, the appendix includes the Master Fee Schedule proposed for adoption by the City Council. 18 266 Appendix Table of Contents 267 Calculation of Fully -Burdened Hourly Rates 268 Calculation of Fully -Burdened Hourly Rates Building Fees 269 City of La Quinta Comprehensive Fee and Rate Study Allocation of Annual Labor Effort (Building) Plans Contract Position Calculation of Productive Hours 00 AnnualHours- Standard 2,080 2,080 2,080 2,946 6,968 16,154 Less: Annual Leave 280 280 280 - 798 1,638 1,800 1,800 2,946 6,170 14,516 Productive Hours 1,800 Indirect Activities and Services General Administration and Management 354 100 100 - 1,963 2,517 Certification and Training 34 48 48 104 234 Non -Departmental General City Activities - - - 120 120 Long-range Planning 120 120 Capital Projects - - - 40 40 Code Enforcement and Compliance 60 48 48 390 546 Code, Policies, and Procedures Update 20 48 48 80 196 Public Info - Non-Dev Related 39 100 100 126 365 Public Info - Dev Related w/out active app 70 48 48 1,391 1,557 392 392 - 4,333 5,694 Total Indirect Activities and Svcs Work Hours 577 Direct Hours 1,223 1,408 1,408 2,946 1 1,837 8,822 Salary 80,194 58,382 59,902 - 259,268 $ 457,745 Benefits 32,524 20,820 20,820 - 93,535 $ 167,699 Contract Services - - - 330,000 - $ 330,000 112,718 79,202 80,722 330,000 352,803 $ 955,445 Total Indirect Activities and Services General Administration and Management 20% 6% 6% 0% 41% 18% Certification and Training 2% 3% 3% 0% 2% 1% Non -Departmental General City Activities 0% 0% 0% 0% 2% 1% Long-range Planning 0% 0% 0% 0% 2% 1% Capital Projects 0% 0% 0% 0% 1% 0% Code Enforcement and Compliance 3% 3% 3% 0% 5% 3% Code, Policies, and Procedures Update 1% 3% 3% 0% 2% 1% Public Info - Non-Dev Related 2% 6% 6% 0% 2% 2% Public Info - Dev Related w/out active app 4% 3% 3% 0% 19% 8% Total Indirect Activities and Svcs Work Hours 32% 22% 22% 0% 76% 35% Direct Hours 1 68% 78% 78% 100% 24% 65% Input cells shaded in gray 270 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Building) Labor Expenditures and Professional Services Expenditures [a] UUM Salary $ 457,745 Benefits $ 167,699 Contract Services $ 330,000 [b] Total $ 955,445 Recurring Non -Labor Expenditures [c] Description Building Subscrip & Publications $ 1,000 $ - $ 1,000 Plan Check $ 295,000 $ (295,000) $ - [d] Travel & Training $ 2,000 $ $ 2,000 Membership Dues $ 600 $ $ 600 Operating Supplies $ 1,000 $ $ 1,000 Information Tech Charges $ 22,700 $ $ 22,700 Facility & Fleet Maintenance $ 10,000 $ $ 10,000 Total $ 332,300 1 $ (295,000)1 $ 37,300 Non -Labor Building Support Provided via Community Development Administration Budget Unit (e.g. Bldg Official and Permit Technicians) Description NEE -Labor Bldg Support from CD Admin $ 286,577 [e] Total 1 $ 286,577 Estimated Citywide Overhead DescriptionNow Estimated Citywide Overhead $ 181,471 [f] Total 1 $ 181,471 Calculation of Fully -Burdened Hourly Rate Input cells shaded in gray 271 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Building) [a] Forecasted labor expenditures for Fiscal Year 2015/16. Includes portion of Community Development Administration. See worksheet labeled "Community Development Administration Allocation of Annual Labor Effort". [b] Represents average between amount budgeted for prior and current year, and amounts actually expended for FY 13/14 and FY 14/15. [c] Source: Fiscal Year 2015/16 Adopted Budget. [d] Amounts accounted for in labor and professional services expenditures section. Adjusted to avoid double counting of expenditures. [e] Includes estimated portion of Community Development Administration services provided to Building. See worksheet labeled "Community Development Administration Allocation of Divisional Costs to Functional Units Served." [f] Source: Citywide cost allocation plan. [g] Source: Annual labor time questionnaires and interview responses from City staff. Input cells shaded in gray 272 Calculation of Fully -Burdened Hourly Rates Planning Fees 273 City of La Quinta Comprehensive Fee and Rate Study Allocation of Annual Labor Effort (Planning) Position Principal Planner Principal Planner Contract Svcs Admin (6001) Total Calculation of Productive Hours AnnualHours- Standard 2,080 2,080 400 4,888 9,448 Less: Annual Leave 280 280 - 658 1,218 1,800 Productive Hours 1,800 400 4,230 8,230 Indirect Activities and Services General Administration and Management 169 169 - 1,688 2,025 Certification and Training 40 40 - 84 164 Non -Departmental General City Activities - - - 150 150 Long-range Planning 190 180 200 120 680 Capital Projects - - - 24 24 Code Enforcement and Compliance 25 25 234 284 Code, Policies, and Procedures Update 200 200 192 592 Public Info - Non-Dev Related - - 117 117 Public Info - Dev Related w/out active app 113 113 413 638 726 Total Indirect Activities and Svcs Work Hours 726 200 3,022 4,674 Direct Hours 1,074 1,074 200 1,209 3,556 Salary 104,281 88,284 - 213,225 $ 405,790 Benefits 37,666 34,328 - 67,609 $ 139,603 Contract Services - - 60,000 - $ 60,000 141,947 122,612 60,000 280,834 $ 605,393 Total Indirect Activities and Services General Administration and Management 9% 9% 0% 46% 25% Certification and Training 2% 2% 0% 2% 2% Non -Departmental General City Activities 0% 0% 0% 4% 2% Long-range Planning 10% 10% 50% 3% 11% Capital Projects 0% 0% 0% 1% 0% Code Enforcement and Compliance 1% 1% 0% 4% 3% Code, Policies, and Procedures Update 11% 11% 0% 5% 7% Public Info - Non-Dev Related 0% 0% 0% 2% 1% Public Info - Dev Related w/out active app 6% 61 09, 89, 69/. Total Indirect Activities and Svcs Work Hours 40% 40% 50% 74% 57% Direct Hours 60% 60% 50% 26% 43% Input cells shaded in gray 274 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Planning) Labor Expenditures and Professional Services Expenditures [a] - i001JI1111111111V Total Notes Salary $ 405,790 Benefits $ 139,603 Contract Services $ 60,000 Total $ 605,393 Recurring Non -Labor Expenditures [b] Budget Planning Professional $ 185,000 $ (185,000) $ - [C] Travel & Training $ 10,000 $ $ 10,000 Membership Dues $ 1,400 $ $ 1,400 Subscriptions & Publications $ 500 $ $ 500 Printing $ 2,000 $ $ 2,000 Information Tech Charges $ 15,100 $ $ 15,100 Facility & Fleet Maintenance $ 7,300 $ $ 7,300 Total $ 221,300 1 $ (185,000)1 $ 36,300 Non -Labor Planning Support Provided via Community Development Administration Budget Unit (e.g. Planning Manager and Permit Technicians) Description_Total Non -Labor Planning Support from CD Ad in Notes $ 95,526 [d] Total $ 95,526 Estimated Citywide Overhead Description Estimated Citywide Overhead $ 158,505 [e] Total $ 158,505 Calculation of Fully -Burdened Hourly Rate Direct Hours I3,556 Input cells shaded in gray 275 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Planning) [a] Forecasted labor expenditures for Fiscal Year 2015/16. Includes portion of Community Development Administration. See worksheet labeled "Community Development Administration Allocation of Annual Labor Effort". [b] Source: Fiscal Year 2015/16 Adopted Budget. [c] Amounts accounted for in labor and professional services expenditures section. Adjusted to avoid double counting of expenditures. [d] Includes estimated portion of Community Development Administration services provided to Planning. See worksheet labeled "Community Development Administration Allocation of Divisional Costs to Functional Units Served." [e] Source: Citywide cost allocation plan. [f] Source: Annual labor time questionnaires and interview responses from City staff. Input cells shaded in gray 276 10 Calculation of Fully -Burdened Hourly Rates Public Works 277 11 City of La Quinta Comprehensive Fee and Rate Study Allocation of Annual Labor Effort (Public Works) Input cells shaded in gray Position Director Anaiyst Prin Engineer Prin Engineer Mgr Civ Eng Inspector Permit Tech Contract Svcs Eng (6001) Total Calculation of Productive Hours AnnualHours- Standard 2,080 2,080 2,080 2,080 2,080 2,080 2,080 2,080 750 1,075 1,456 19,921 Less: Annual Leave 280 280 280 280 280 280 280 280 - - 196 2,436 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 750 1,075 1,260 17,485 Productive Hours Indirect Activities and Services General Administration and Management 900 1,184 270 270 108 108 108 108 - 50 331 3,437 Certification and Training 18 32 48 18 40 40 40 40 - 24 300 Non -Departmental General City Activities - 64 - - - - - - - 64 Long-range Planning 72 40 16 18 8 32 - - 25 - 211 Capital Projects/Non-Fee Rel'td Dev 270 120 - 1,260 1,080 8 270 748 275 - 4,031 Code Enforcement and Compliance 54 - 16 18 40 8 310 - 25 90 561 Code, Policies, and Procedures Update 54 120 80 36 12 8 - - 50 - 360 Public Info - Non-Dev Related 90 240 80 36 36 80 80 390 150 66 1,248 Public Info - Dev Related w/out active app 54 - 80 36 36 80 80 216 50 234 866 1,512 1,800 590 1,692 1,360 364 888 1,502 - 625 745 11,078 Total Indirect Activities and Svcs Work Hours Direct Hours 288 - 1,210 108 440 1,436 912 298 750 450 515 6,407 Salary 173,943 92,799 132,726 147,453 86,522 76,513 70,209 62,458 - - 38,896 $ 881,519 Benefits 50,763 35,169 42,771 45,712 33,957 31,850 29,674 28,892 - - 16,665 $ 315,453 Contract Amount - - - - - - - 84,000 156,950 - $ 240,950 224,706 127,968 175,497 193,165 120,479 108,364 99,883 91,350 84,000 156,950 55,561 $ 1,437,922 Total Indirect Activities and Services General Administration and Management 50% 66% 15% 15% 6% 6% 6% 6% 0% 5% 24% 21% Certification and Training 1% 2% 3% 1% 2% 2% 2% 2% 0% 0% 2% 1% Non -Departmental General City Activities 0% 4% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Long-range Planning 4% 2% 1% 1% 0% 2% 0% 0% 0% 2% 0% 1% Capital Projects/Non-Fee Rel'td Dev 15% 7% 0% 70% 60% 0% 15% 42% 0% 26% 0% 24% Code Enforcement and Compliance 3% 0% 1% 1% 2% 0% 17% 0% 0% 2% 7% 3% Code, Policies, and Procedures Update 3% 7% 4% 2% 1% 0% 0% 0% 0% 5% 0% 2% Public Info - Non-Dev Related 5% 13% 4% 2% 2% 4% 4% 22% 0% 14% 5% 7% Public Info - Dev Related w/out active app 3% 0% 4% 2% 2% 4% 4% 12% 0% 5% 19% 41L. Total Indirect Activities and Svcs Work Hours 84% 100% 33% 94% 76% 20% 49% 83% 0% 58% 58% 64% Direct Hours 16% 0% 67% 6% 24% 80% 51% 17% 100% 42% 42% 36% 278 12 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Public Works - Fee Related Services) Authorized Positions Considered for User Fee Study [a) Allocation of Positions Administration 2.00 2.00 0.00 100% 0% Development Services 3.00 3.00 0.00 100% 0% Engineering Services 5.00 3.00 2.00 60% 40% Maintenance and Operations 10.35 0.00 10.35 0% 100% Total 20.35 8.00 12.35 39% 61% Labor Expenditures and Professional Services Expenditures Considered for User Fee Study [b] Descriptii.n Total Notes $ 881,519 Benefits $ 315,453 Fee -Related Contract Services $ 240,950 Total $ 1,437,922 Recurring Non -Labor Expenditures [c] Input cells shaded in gray 279 13 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Public Works - Fee Related Services) Recurring Non -Labor Expenditures, continued [c] Total - Recurring Non -Labor Expenditures 1 $ 1,282,200 1 $ (1,113,900) $ 168,300 1 $ (59,766) $ 108,534 Input cells shaded in gray 280 14 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Public Works - Fee Related Services) Non -Labor Public Works Support Provided via Community Development Administration Budget Unit (e.g. Permit Technicians) �- Non-Labor PW Support from CD Admin $ 95,526 [g] Total $ 95,526 Estimated Citywide Overhead Description Estimated Citywide Overhead $ 386,614 [h] Total $ 386,614 Calculation of Fully -Burdened Hourly Rate General Administration and Management 21% $ 297,749 $ 22,474 $ 19,780 $ 80,056 $ 420,059 56% $ 234,462 $ 37 Certification and Training 1% $ 21,562 $ - $ 1,432 $ 5,797 $ 28,792 100% $ 28,792 $ 4 Non -Departmental General City Activities 0% $ 4,550 $ $ 302 $ 1,223 $ 6,076 0% $ - $ - Long-range Planning 1% $ 21,436 $ $ 1,424 $ 5,763 $ 28,623 0% $ $ Capital Projects/Non-Fee Rertd Dev 24% $ 343,315 $ $ 22,807 $ 92,307 $ 458,429 0% $ $ Code Enforcement and Compliance 3% $ 38,306 $ $ 2,545 $ 10,299 $ 51,151 0% $ $ - Code, Policies, and Procedures Update 2% $ 35,520 $ $ 2,360 $ 9,550 $ 47,430 100% $ 47,430 $ 7 Public Info - Non-Dev Related 7% $ 96,163 $ $ 6,388 $ 25,855 $ 128,406 0% $ - $ - Public Info - Dev Related w/out active app 4% $ 59,029 $ $ 3,921 $ 15,871 $ 78,821 100% $ 78,821 $ 12 Direct Hours 36% $ 520,293 $ $ 34,565 $ 139,891 $ 694,749 100% $ 694,749 $ 108 rotal 100% $ 1,437,922 $ 22,474 $ 95,526 $ 386,614 $ 1,942,536 56% $ 1,084,254 $ 169 Direct HoursF 6,407 [a] Source: Allocation of budgeted personnel. [b] Forecasted labor expenditures for Fiscal Year 2015/16. Includes portion of Community Development Administration. See worksheet labeled "Community Development Administration Allocation of Annual Labor Effort". [b] Forecasted labor expenditures for fiscal year 2013/14. [c] Source: Fiscal Year 2015/16 Adopted Budget. [d] Adjustment to exclude expenditure not linked to the provision of fee related services. [e] Adjustment to exclude contract services fee for NPDES inspections/other professional services. [f] Adjustment to avoid double counting of expenditures. Portion of contract svcs costs included in labor costs. Assumes fees will be set to include 100% pass -through of all contract services expenditures. [g] Includes estimated portion of Community Development Administration services provided to Public Works. See worksheet labeled "Community Development Administration Allocation of Divisional Costs to Functional Units Served." [h] Source: Citywide cost allocation plan. [i] Source: Annual labor time questionnaires and interview responses from community development staff. Input cells shaded in gray 281 15 Calculation of Fully -Burdened Hourly Rates Code Compliance for NPDES Ongoing Inspections 282 16 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Code Compliance) Labor Expenditures and Professional Services Expenditures [a] Salary Benefits $ 345,447 $ 151,219 Total $ 496,666 Recurring Non -Labor Expenditures [b] Budget Adjustment Subtotal Not:] Planning Admin Citation Services $ 20,000 $ (20,000) $ [c] Veterinary Service $ 2,000 $ (2,000) $ [c] Rabies Booster/Cnt Health $ 500 $ (500) $ [c] Animal Shelter $ 120,000 $ (120,000) $ [c] Answering Service $ - $ - $ [c] Technical $ 7,500 $ (7,500) $ [c] Vehicle Abatement $ 1,000 $ (1,000) $ [c] Lot Cleaning $ 3,500 $ (3,500) $ [c] Low -Income Housing Grants $ 5,000 $ (5,000) $ [c] Technical $ 120,000 $ (120,000) $ [c] Veterinary Service $ - $ $ Travel&Training $ 1,000 $ $ 1,000 Membership Dues $ 600 $ $ 600 Printing $ 2,500 $ $ 2,500 Operating Supplies $ - $ $ - Supplies - Field $ 1,000 $ $ 1,000 Supplies - Media $ - $ $ - Uniforms $ 2,500 $ $ 2,500 Total $ 287,100 1 $ (279,500)1 $ 7,600 Estimated Citywide Overhead Input cells shaded in gray 283 17 City of La Quinta Comprehensive Fee and Rate Study Calculation of Fully -Burdened Hourly Rate (Code Compliance) Calculation of Total Costs Labor $ 496,666 Non -Labor $ 7,600 C'Wide Overhead $ 130,454 Total Costs $ 634,719 Calculation of Total Productive Hours Description FTEs 5.00 Annual Hours Per FTE 2,080 Estimated Productive Hours Per FTE 1,760 Total Productive Hours 8,800 Calculation of Direct Hours Description Total Productive Hours 8,800 Estimated Direct Hours Ratio 70% Total Direct Hours 6,160 Calculation of Fully -Burdened Hourly Rate Description TotalCosts $ 634,719 Total Direct Hours 6,160 Total $ 103 [a] Forecasted labor expenditures for Fiscal Year 2015/16. [b] Source: Fiscal Year 2015/16 Adopted Budget. [c] Adjustments made to exclude costs not linked to fee -related services or to avoid duplicate counting of costs. [d] Source: Citywide cost allocation plan. Input cells shaded in gray 284 18 Community Development Administration Allocation of Divisional Costs to Functional Units Served 285 19 City of La Quinta Comprehensive Fee and Rate Study Allocation of Annual Labor Effort - (Comm Dev- Admin) Input cells shaded in gray Position Vacant D D Perez Hanada • Zarco Juarez Khatami Fasano Hensel Mendoza Radeva OrtizName Office Asst Office Calculation of Productive Hours AnnualHours- Standard 2,080 2,080 2,080 2,080 2,080 2,080 2,080 1,040 2,080 2,080 2,080 2,080 23,920 Less: Annual Leave 280 280 280 280 280 280 280 - 280 280 280 280 3,080 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,040 1,800 1,800 1,800 1,800 20,840 Productive Hours Indirect Activities and Services General Administration and Management 1,800 619 900 675 281 281 281 163 281 900 281 1,620 8,083 Certification and Training - 40 40 40 40 40 40 - 40 40 40 - 360 Non -Departmental General City Activities 120 120 120 - - - - 60 - - 420 Long-range Planning 120 120 - - - - - - - - 240 Capital Projects 24 40 - - - - - - - - 64 Code Enforcement and Compliance 24 16 - 180 180 180 104 - 240 - - 924 Code, Policies, and Procedures Update 180 80 120 - - - - - 24 - - 404 Public Info - Non-Dev Related - - 225 60 60 180 - - 150 1,479 - 2,154 Public Info - Dev Related w/out active app 80 270 225 540 540 420 347 - 150 - - 2,572 1,207 1,586 1,405 1,101 1,101 1,101 613 321 1,564 1,800 1,620 Total Indirect Activities and Svcs Work Hours 1,800 15,220 Direct Hours - 593 1 214 395 1 699 699 1 699 427 1 1,479 236 1 - 180 5,620 Salary 161,908 105,437 96,156 71,808 62,458 62,458 54,037 25,688 57,859 62,276 44,908 44,075 849,070 Benefits 48,359 24,761 35,884 30,860 28,892 28,892 20,481 1,965 27,814 28,744 25,088 19,608 321,348 Contract Services - - - 210,268 130,198 132,041 102,668 91,350 91,350 74,518 27,653 85,674 91,020 69,996 63,684 1,170,418 Total Indirect Activities and Services General Administration and Management 100% 34% 50% 38% 16% 16% 16% 16% 16% 50% 16% 90% 45% Certification and Training 0% 2% 2% 2% 2% 2% 2% 0% 2% 2% 2% 0% 2% Non -Departmental General City Activities 0% 7% 7% 7% 0% 0% 0% 0% 0% 3% 0% 0% 2% Long-range Planning 0% 7% 7% 0% 0% 0% 0% 0% 0% 0% 0% 0% 1% Capital Projects 0% 1% 2% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Code Enforcement and Compliance 0% 1% 1% 0% 10% 10% 10% 10% 0% 13% 0% 0% 4% Code, Policies, and Procedures Update 0% 10% 4% 7% 0% 0% 0% 0% 0% 1% 0% 0% 2% Public Info - Non-Dev Related 0% 0% 0% 13% 3% 3% 10% 0% 0% 8% 82% 0% 8% Public Info - Dev Related w/out active app 0% 4% 1591 1351 3091 3091 2391 339/ 0% 8% 0% 0% 11% Total Indirect Activities and Svcs Work Hours 100% 67% 88% 78% 61% 61% 61% 59% 18% 87% 100% 90% 76% Direct Hours 0% 33% 12% 22% 39% 39% 39% 41% 82% 13% 0% 10% 24% General Allocation of Labor Effort Building 25% 0% 100% 0% 70% 50% 30% 100% 10% 0% 0% 0% Planning 25% 100% 0% 0% 10% 30% 10% 0% 10% 50% 0% 0% Animal Control/Code Enforcement 25% 0% 0% 10% 0% 0% 0% 0% 0% 0% 0% 0% Public Works 0% 0% 0% 0% 10% 10% 30% 0% 10% 0% 0% 10% Business License / STVR 25% 0% 0% 0% 10% 10% 30% 0% 70% 0% 0% 0% General City Hall Support 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 30% 0% Customer Center 0% 0% 0% 90% 0% 0% 0% 0% 0916 50916 70910 90910 Total 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Initial Allocation of Personnel Costs Building 52,567 - 132,041 - 63,945 45,675 22,355 27,653 8,567 - - - 352,803 Planning 52,567 130,198 - - 9,135 27,405 7,452 - 8,567 45,510 - - 280,834 Animal Control/Code Enforcement 52,567 - - 10,267 - - - - - - - - 62,834 Public Works - - - - 9,135 9,135 22,355 - 8,567 - - 6,368 55,561 Business License/STVR 52,567 - - - 9,135 9,135 22,355 - 59,971 - - - 153,164 General City Hall Support - - - - - - - - - - 20,999 - 20,999 Customer Center 92,401 45,510 48,997 57,315 244,224 210,268 130,198 132,041 102,668 91,350 91,350 74,518 27,653 85,674 91,020 69,996 63,684 1,170,418 Total Initial Allocation of Direct Hours Building - - 214 - 489 349 210 427 148 - - - 1,837 Planning - 593 - - 70 210 70 - 148 118 - - 1,209 Animal Control/Code Enforcement - - - 40 - - - - - - - - 40 Public Works - - - - 70 70 210 - 148 - - 18 515 Business License / STVR - - - - 70 70 210 - 1,035 - - - 1,385 General City Hall Support - - - - - - - - - - - - - Customer Center 356 118 162 636 - 593 214 395 699 699 699 427 1,479 236 - 180 5,620 Total 286 20 City of La Quinta Input cells shaded in gray Comprehensive Fee and Rate Study Allocation of Annual Labor Effort - (Comm Dev- Admin) Vacant Perez Hanada Zarco Juarez Khatami Fasano Hensel Mendoza Radeva OrtizName Position Allocation of Hours to Building •D • Office Asst Office Annual Hours - Standard 520 - 2,080 - 1,456 1,040 624 1,040 208 - - - 6,968 Less: Annual Leave 70 - 280 - 196 140 84 - 28 - - - 798 450 - 1,260 900 540 1,040 180 - - - 6,170 Productive Hours - 1,800 Indirect Activities and Services General Administration and Management 450 - 900 - 197 141 84 163 28 - - - 1,963 Certification and Training - - 40 - 28 20 12 - 4 - - - 104 Non -Departmental General City Activities - - 120 - - - - - - - - - 120 Long-range Planning - - 120 - - - - - - - - - 120 Capital Projects - - 40 - - - - - - - - - 40 Code Enforcement and Compliance - - 16 - 126 90 54 104 - - - - 390 Code, Policies, and Procedures Update - - 80 - - - - - - - - - 80 Public Info - Non-Dev Related - - - - 42 30 54 - - - - - 126 Public Info - Dev Related w/out active app - - 270 - 378 270 126 347 - - - - 1,391 450 - 771 551 330 613 32 - - - 4,333 Total Indirect Activities and Svcs Work Hours - 1,586 Direct Hours - - 214 - 489 1 349 210 1 427 148 - - - 1,837 Salary 40,477 - 96,156 - 43,721 31,229 16,211 25,688 5,786 - - - 259,268 Benefits 12,090 - 35,884 - 20,224 14,446 6,144 1,965 2,781 - - - 93,535 Contract Services - - - - - - - - - - - - - 52,567 - 132,041 - 63,945 45,675 22,355 27,653 8,567 - - - 352,903 Total Allocation of Hours to Building General Administration and Management 100% 0% 50% 0% 16% 16% 16% 16% 16% 0% 0% 0% 41% Certification and Training 0% 0% 2% 0% 2% 2% 2% 0% 2% 0% 0% 0% 2% Non -Departmental General City Activities 0% 0% 7% 0% 0% 0% 0% 0% 0% 0% 0% 0% 2% Long-range Planning 0% 0% 7% 0% 0% 0% 0% 0% 0% 0% 0% 0% 2% Capital Projects 0% 0% 2% 0% 0% 0% 0% 0% 0% 0% 0% 0% 1% Code Enforcement and Compliance 0% 0% 1% 0% 10% 10% 10% 10% 0% 0% 0% 0% 5% Code, Policies, and Procedures Update 0% 0% 4% 0% 0% 0% 0% 0% 0% 0% 0% 0% 2% Public Info - Non-Dev Related 0% 0% 0% 0% 3% 3% 10% 0% 0% 0% 0% 0% 2% Public Info - Dev Related w/out active app 0% 0% 15% 0% 30% 30% 23% 33% 0% 0% 0% 0% 191Y. Total Indirect Activities and Svcs Work Hours 100% 0% 88% 0% 61% 61% 61% 59% 18% 0% 0% 0% 76% Direct Hours 1 0% 0%1 12% 0% 39% 39% 39% 41% 82% 0% 0% 0%1 24% 287 21 City of La Quinta Input cells shaded in gray Comprehensive Fee and Rate Study Allocation of Annual Labor Effort - (Comm Dev- Admin) Vacant Perez Hanada Zarco Juarez Khatami Fasano Hensel Mendoza Radeva OrtizName Position Allocation of Hours to Planning •D • Office Asst Office Annual Hours - Standard 520 2,080 - - 208 624 208 - 208 1,040 - - 4,888 Less: Annual Leave 70 280 - - 28 84 28 - 28 140 - - 658 450 1,800 - - 180 540 180 - 180 900 - - 4,230 Productive Hours Indirect Activities and Services General Administration and Management 450 619 - - 28 84 28 - 28 450 - - 1,688 Certification and Training - 40 - - 4 12 4 - 4 20 - - 84 Non -Departmental General City Activities - 120 - - - - - - - 30 - - 150 Long-range Planning - 120 - - - - - - - - - - 120 Capital Projects - 24 - - - - - - - - - - 24 Code Enforcement and Compliance - 24 - - 18 54 18 - - 120 - - 234 Code, Policies, and Procedures Update - 180 - - - - - - 12 - - 192 Public Info - Non-Dev Related - - - - 6 18 18 - - 75 - - 117 Public Info - Dev Related w/out active app - 80 - - 54 162 42 - - 75 - - 413 450 1,207 - - 110 330 110 - 32 782 - - 3,022 Total Indirect Activities and Svcs Work Hours Direct Hours - 593 - - 70 1 210 70 - 148 118 - - 1,209 Salary 40,477 105,437 - - 6,246 18,737 5,404 - 5,786 31,138 - - 213,225 Benefits 12,090 24,761 - - 2,889 8,667 2,048 - 2,781 14,372 - - 67,609 Contract Services - - - - - - - - - - - - - 52,567 130,198 - - 9,135 27,405 7,452 - 8,567 45,510 - - 280,934 Total Allocation of Hours to Planning General Administration and Management 100% 34% 0% 0% 16% 16% 16% 0% 16% 50% 0% 0% 46% Certification and Training 0% 2% 0% 0% 2% 2% 2% 0% 2% 2% 0% 0% 2% Non -Departmental General City Activities 0% 7% 0% 0% 0% 0% 0% 0% 0% 3% 0% 0% 4% Long-range Planning 0% 7% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 3% Capital Projects 0% 1% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 1% Code Enforcement and Compliance 0% 1% 0% 0% 10% 10% 10% 0% 0% 13% 0% 0% 4% Code, Policies, and Procedures Update 0% 10% 0% 0% 0% 0% 0% 0% 0% 1% 0% 0% 5% Public Info - Non-Dev Related 0% 0% 0% 0% 3% 3% 10% 0% 0% 8% 0% 0% 2% Public Info - Dev Related w/out active app 0% 4% 0% 0% 30% 30% 239/ 09/ 0% 8% 0% 0% 8% Total Indirect Activities and Svcs Work Hours 100% 67% 0% 0% 61% 61% 61% 0% 18% 87% 0% 0% 74% Direct Hours 0%1 33% 0% 0% 39% 39% 39% 0%1 82% 13% 0% 0%1 26% 288 22 City of La Quinta Input cells shaded in gray Comprehensive Fee and Rate Study Allocation of Annual Labor Effort - (Comm Dev- Admin) Vacant Perez Hanada Zarco Juarez Khatami Fasano Hensel Mendoza Radeva OrtizName Position Allocation of Hours to Public Works •D • Office Asst Office Annual Hours - Standard - - - - 208 208 624 - 208 - - 208 1,456 Less: Annual Leave - - - - 28 28 84 - 28 - - 28 196 - - - - 180 180 540 - 180 - - 180 1,260 Productive Hours Indirect Activities and Services General Administration and Management - - - - 28 28 84 - 28 - - 162 331 Certification and Training - - - - 4 4 12 - 4 - - - 24 Non -Departmental General City Activities - - - - - - - - - - - - - Long-range Planning - - - - - - - - - - - - - Capital Projects - - - - - - - - - - - - - Code Enforcement and Compliance - - - - 18 18 54 - - - - - 90 Code, Policies, and Procedures Update - - - Public Info - Non-Dev Related - - - - 6 6 54 - - - - - 66 Public Info - Dev Related w/out active app - - - - 54 54 126 - - - - - 234 - - - - 110 110 330 - 32 - - 162 745 Total Indirect Activities and Svcs Work Hours Direct Hours - - - - 70 1 70 210 - 148 - - 18 515 Salary - - - - 6,246 6,246 16,211 - 5,786 - - 4,408 38,896 Benefits - - - - 2,889 2,889 6,144 - 2,781 - - 1,961 16,665 Contract Services - - - - - - - - - - - - - - - - - 9,135 9,135 22,355 - 8,567 - - 6,368 55,561 Total Indirect Activities and Services General Administration and Management 0% 0% 0% 0% 16% 16% 16% 0% 16% 0% 0% 90% 24% Certification and Training 0% 0% 0% 0% 2% 2% 2% 0% 2% 0% 0% 0% 2% Non -Departmental General City Activities 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Long-range Planning 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Capital Projects 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Code Enforcement and Compliance 0% 0% 0% 0% 10% 10% 10% 0% 0% 0% 0% 0% 7% Code, Policies, and Procedures Update 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Public Info - Non-Dev Related 0% 0% 0% 0% 3% 3% 10% 0% 0% 0% 0% 0% 5% Public Info - Dev Related w/out active app 0% 0% 1% 0% 30% 30% 23% 0% 0% 0% 0% 0% 11% Total Indirect Activities and Svcs Work Hours 0% 0% 0% 0% 61% 61% 61% 0% 18% 0% 0% 90% 58% Direct Hours 0% 0% 0% 0% 39% 39% 39% 0% 82% 0% 0% 10% 42% * Allocation information based on feedback received from City staff and FY 15/16 adopted budget and budgeted payroll information 289 23 City of La Quinta Comprehensive Fee and Rate Study Allocation of Divisional Costs to Functional Units Served - (Comm Dev - Admin) Allocation of Direct Hours [a] Labor Expenditures [a] Input cells shaded in gray Recurring Non -Labor Expenditures [b] Animal Public STVR / City Hall Cust'mr - Administration Professional 42,500 - 42,500 - - - - 42,500 - - 42,500 [c] Temporary Agency Services 10,000 - 10,000 3,000 1,000 1,000 1,000 2,500 500 1,000 10,000 Travel8, Training 8,500 - 8,500 2,550 850 850 850 2,125 425 850 8,500 Mileage Reimbursement 100 - 100 30 10 10 10 25 5 10 100 Membership Dues 1,900 - 1,900 570 190 190 190 475 95 190 1,900 Office Supplies 12,000 - 12,000 3,600 1,200 1,200 1,200 3,000 600 1,200 12,000 Printing 1,S00 - 1,S00 450 150 150 ISO 375 75 150 1,500 Advertising 13,500 - 13,500 4,050 1,350 1,350 1,350 3,375 675 1,350 13,500 Information Tech Charges 94,800 - 94,800 28,440 9,480 9,480 9,480 23,700 4,740 9,480 94,800 Facility & Fleet Maintenance 15,200 - 15,200 4,560 1,520 1,520 1,520 3,800 760 1,520 15,200 Subtotal 200,000 - 200,000 47,250 15,750 15,750 15,750 81,875 7,875 15,750 200,000 General Allocation of Indirect Support 30% 10% 10% 10% 25% 5% 10% [d] Citywide Overhead Total Initial Allocation Reallocation of Customer Center Costs to Functional Units Total Allocation 290 24 City of La Quinta Comprehensive Fee and Rate Study Allocation of Divisional Costs to Functional Units Served - (Comm Dev - Admin) Input cells shaded in gray [a] Source: Worksheet labeled Allocation of Annual Labor Effort - (Comm Dev - Admin). [b] Source: Fiscal Year 2015/16 Adopted Budget. [c] Direct assignment of costs for STVR consultant. [d] Estimated reasonable allocation. The majority of permit volume is linked to building permits. Similar annual volumes for Planning and Public Works Services. [e] Amounts included as direct labor expenditures in fully -burdened hourly rate calculations for Building, Planning, and Public Works services. [f] Amounts included as non -labor support from Community Development Admin in fully -burdened hourly rate calculations for Building, Planning, and Public Works services. 291 25 Hourly Rate Summary 292 26 City of La Quinta Comprehensive Fee and Rate Study Summary of Calculated and Targeted Hourly Rates - Development Services Divisions Hourly Rate Summary - 2015/16 Study [a] During the FY 12/13 study, the City adopted a targeted development services hourly rate set at lowest fully -burdened hourly rate of the three development services department/divisions, rounded down to the nearest dollar. 293 27 Calculation of the Costs of Providing Fee Related Services 294 28 Calculation of the Costs of Providing Fee Related Services Building 295 29 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Fully -Burdened Hourly Rate Permit Issuance 1 Permit Issuance (Mechanical, Plumbing, Electrical) 2 Installation or relocation of each forced -air or gravity -type furnace or burner, including ducts and vents attached to such appliance 3 Installation or relocation of each suspended heater, recessed wall heater, or floor -mounted unit heater 4 Repair of, alteration of, or addition to each heating appliance, refrigeration unit, cooling unit, absorption unit, or each heating, cooling, absorption, or evaporative cooling system, including installation of controls regulated by the UMC 5 Installation or relocation of each boiler, condenser, compressor, or each absorption system 6 Air -handling unit, including attached ducts 7 Evaporative cooler, other than portable -type 8 Ventilation fan connected to a single -duct 9 Installation of each hood which is served by mechanical exhaust, including the ducts for such hood 10 Each appliance or piece of equipment not classified in other appliance categories, or for which no other fee is listed Mechanical Change -Out 11 Condenser Only 12 Furnace Only 13 Other Equipment 14 Packaged Unit 15 Repair/Alteration 16 Split -System 17 Each plumbing fixture or trap or set of fixtures on one trap (including water, drainage piping, and backflow protection) 18 Sewer Connection / Septic Abandonment 19 Rainwater systems, per drain (inside building) 20 Water heater and/or vent 21 Industrial waste pretreatment interceptor including its trap and vent, excepting kitchen -type grease interceptors functioning as fixture traps 22 Installation, alteration, or repair of water piping and/or water -treating equipment, drainage or vent piping, each fixture Labor Permit/ Time (Minutes) Plan Inspection 38 Check Total 38 15 10 25 10 5 15 5 2 7 15 10 25 15 5 20 5 5 10 5 2 7 5 2 7 15 15 30 15 10 25 15 10 25 15 15 30 15 10 25 5 2 7 15 30 45 5 5 10 10 7 17 5 5 10 5 3 8 15 5 20 5 5 10 Rate x 1 $ 152(= x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 Cost Permit of Service Plan Inspection $ 96.40 Check $ - Total $ 96.40 $ 38.05 $ 25.37 $ 63.42 $ 25.37 $ 12.68 $ 38.05 $ 12.68 $ 5.07 $ 17.76 $ 38.05 $ 25.37 $ 63.42 $ 38.05 $ 12.68 $ 50.74 $ 12.68 $ 12.68 $ 25.37 $ 12.68 $ 5.07 $ 17.76 $ 12.68 $ 5.07 $ 17.76 $ 38.05 $ 38.05 $ 76.11 $ 38.05 $ 25.37 $ 63.42 $ 38.05 $ 25.37 $ 63.42 $ 38.05 $ 38.05 $ 76.11 $ 38.05 $ 25.37 $ 63.42 $ 12.68 $ 5.07 $ 17.76 $ 38.05 $ 76.11 $ 114.16 $ 12.68 $ 12.68 $ 25.37 $ 25.37 $ 17.76 $ 43.13 $ 12.68 $ 12.68 $ 25.37 $ 12.68 $ 7.61 $ 20.30 $ 38.05 $ 12.68 $ 50.74 $ 12.68 $ 12.68 $ 25.37 Permit Current Fee Plan Inspection $ 91.85 Check Total $ 91.85 $ 36.26 $ 24.17 $ 60.43 $ 24.17 $ 12.09 $ 36.26 $ 12.09 $ 4.83 $ 16.92 $ 36.26 $ 24.17 $ 60.43 $ 36.26 $ 12.09 $ 48.34 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 4.83 $ 16.92 $ 12.09 $ 4.83 $ 16.92 $ 36.26 $ 36.26 $ 72.52 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 7.25 $ 19.34 $ 36.26 $ 12.09 $ 48.34 $ 12.09 $ 12.09 $ 24.17 Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 48% 68% 56% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 296 30 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Fully -Burdened Hourly Rate Description =am=& Fee 23 Backflow protective device other than atmospheric -type vacuum breakers 24 Gas piping system -1 to 4 outlets 25 Gas piping system - 5 or more outlets 26 Solar (Thermal) Electrical New Construction 27 Residential - First 1,000 SF (includes livable and non -livable SF) 28 Residential - Each Additional 1,000 SF (includes livable and non -livable SF) 29 Non -Residential - First 2,000 SF 30 Non -Residential - Each Additional 2,000 SF Solar (Photovoltaic) 31 Solar (PV) Less than 10kW 32 Solar (PV) Greater than 10kW 33 Each Additional String (<20) Receptacle, Switch, and Lighting Outlets 34 Receptacle, switch, lighting, or other outlets at which current is used or controlled, except services, feeders, and meters - first 20 35 Receptacle, switch, lighting, or other outlets at which current is used or controlled, except services, feeders, and meters - each additional Lighting Fixtures 36 Lighting fixtures, sockets, or other lamp -holding devices - first 20 37 Lighting fixtures, sockets, or other lamp -holding devices - each add'I 38 Pole or platform -mounted light replacement, repair or alteration - first 10 39 Pole or platform -mounted light replacement, repair or alteration - each additional Residential Appliances 40 Fixed residential appliances or receptacle outlets for same, including wall -mounted electric ovens; counter -mounted cooking tops; electric ranges; self-contained room, console, or through -wall air conditioners; space heaters; food waste grinders; dishwashers; washing machines; water heaters; clothes dryers; or other motor -operated appliances not exceeding one horsepower (HP) in rating, each Labor Time (Minutes) Permit / Inspection 5 Plan Check 2 Total 7 5 10 15 15 10 25 10 10 20 60 20 80 5 2 7 45 35 80 15 4 19 10 10 20 15 15 30 1 0.25 1 10 10 20 1 0.25 1 10 10 20 1 0 1 10 10 20 1 0.25 1 5 5 10 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 1521= Cost of Service Permit Inspection $ 12.68 Plan Check $ 5.07 Tota 1 $ 17.76 $ 12.68 $ 25.37 $ 38.05 $ 38.05 $ 25.37 $ 63.42 $ 25.37 $ 25.37 $ 50.74 $ 152.22 $ 50.23 $ 202.45 $ 12.94 $ 5.33 $ 18.27 $ 114.16 $ 88.29 $ 202.45 $ 38.05 $ 10.15 $ 48.20 $ 25.37 $ 25.37 $ 50.74 $ 38.05 $ 38.05 $ 76.11 $ 2.54 $ 0.63 $ 3.17 $ 25.37 $ 25.37 $ 50.74 $ 2.54 $ 0.63 $ 3.17 $ 25.37 $ 25.37 $ 50.74 $ 2.54 $ 0.63 $ 3.17 $ 25.37 $ 25.37 $ 50.74 $ 2.54 $ 0.63 $ 3.17 $ 12.68 $ 12.68 $ 25.37 Current Fee Permit Inspection $ 12.09 Plan Check $ 4.83 Tota I $ 16.92 $ 12.09 $ 24.17 $ 36.26 $ 36.26 $ 24.17 $ 60.43 n/a n/a n/a $ 145.03 $ 47.86 $ 192.89 $ 12.33 $ 5.08 $ 17.40 $ 108.77 $ 84.12 $ 192.89 $ 36.26 $ 9.67 $ 45.93 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 24.17 $ 24.17 $ 48.34 $ 2.42 $ 0.60 $ 3.02 $ 24.17 $ 24.17 $ 48.34 $ 2.42 $ 0.60 $ 3.02 $ 24.17 $ 24.17 $ 48.34 n/a n/a n/a $ 12.09 $ 12.09 $ 24.17 Input cells shaded in gray Current Cost Recovery Permit/ Inspection 95% Plan Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 297 31 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Fully -Burdened Hourly Rate Non -Residential Appliances 41 Residential appliances and self-contained, factory -wired, non- residential appliances not exceeding one horsepower (HP), kilowatt (KW), or kilovolt ampere (KVA) in rating, including medical and dental devices; food, beverage, and ice cream cabinets; illuminated show cases; drinking fountains; vending machines; laundry machines; or other similar types of equipment, each Power Apparatus 42 Motors, generators, transformers, rectifiers, synchronous converters, capacitors, industrial heating, air conditioners and heat pumps, cooking or baking equipment, and other apparatus, each Signs, Outline Lighting, and Marquees 43 Signs, outline lighting systems, or marquees, each 44 Services, each Temporary Power Services 45 Temporary service power pole or pedestal, including all pole or pedestal -mounted receptacle outlets and appurtenances, each Miscellaneous Apparatus, Conduits, and Conductors 46 Electrical apparatus, conduits, and conductors for which a permit is required, but for which no fee is identified Labor Permit / Time (Minutes) Plan Inspection 10 Check 10 Total 20 10 10 20 15 20 35 10 5 15 10 7 17 10 10 20 Rate x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= Cost Permit of Service Plan Inspection $ 25.37 Check $ 25.37 Total $ 50.74 $ 25.37 $ 25.37 $ 50.74 $ 38.05 $ 50.74 $ 88.79 $ 25.37 $ 12.68 $ 38.05 $ 25.37 $ 17.76 $ 43.13 $ 25.37 $ 25.37 $ 50.74 Permit Current Fee Plan Inspection $ 24.17 Check $ 24.17 Total $ 48.34 $ 24.17 $ 24.17 $ 48.34 $ 36.26 $ 48.34 $ 84.60 $ 24.17 $ 12.09 $ 36.26 $ 24.17 $ 16.92 $ 41.09 $ 24.17 $ 24.17 $ 48.34 Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 298 32 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Targeted Hourly Rate Permit Issuance 1 Permit Issuance (Mechanical, Plumbing, Electrical) 2 Installation or relocation of each forced -air or gravity -type furnace or burner, including ducts and vents attached to such appliance 3 Installation or relocation of each suspended heater, recessed wall heater, or floor -mounted unit heater 4 Repair of, alteration of, or addition to each heating appliance, refrigeration unit, cooling unit, absorption unit, or each heating, cooling, absorption, or evaporative cooling system, including installation of controls regulated by the UMC 5 Installation or relocation of each boiler, condenser, compressor, or each absorption system 6 Air -handling unit, including attached ducts 7 Evaporative cooler, other than portable -type 8 Ventilation fan connected to a single -duct 9 Installation of each hood which is served by mechanical exhaust, including the ducts for such hood 10 Each appliance or piece of equipment not classified in other appliance categories, or for which no other fee is listed Mechanical Change -Out 11 Condenser Only 12 Furnace Only 13 Other Equipment 14 Packaged Unit 15 Repair/Alteration 16 Split -System 17 Each plumbing fixture or trap or set of fixtures on one trap (including water, drainage piping, and backflow protection) 18 Sewer Connection / Septic Abandonment 19 Rainwater systems, per drain (inside building) 20 Water heater and/or vent 21 Industrial waste pretreatment interceptor including its trap and vent, excepting kitchen -type grease interceptors functioning as fixture traps 22 Installation, alteration, or repair of water piping and/or water -treating equipment, drainage or vent piping, each fixture Labor Permit/ Time (Minutes) Plan Inspection 38 Check Total 38 15 10 25 10 5 15 5 2 7 15 10 25 15 5 20 5 5 10 5 2 7 5 2 7 15 15 30 15 10 25 15 10 25 15 15 30 15 10 25 5 2 7 15 30 45 5 5 10 10 7 17 5 5 10 5 3 8 15 5 20 5 5 10 Rate x 1 $ 1521= x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 152 Cost Permit of Service Plan Inspection $ 96.27 Check $ - Total $ 96.27 $ 38.00 $ 25.33 $ 63.33 $ 25.33 $ 12.67 $ 38.00 $ 12.67 $ 5.07 $ 17.73 $ 38.00 $ 25.33 $ 63.33 $ 38.00 $ 12.67 $ 50.67 $ 12.67 $ 12.67 $ 25.33 $ 12.67 $ 5.07 $ 17.73 $ 12.67 $ 5.07 $ 17.73 $ 38.00 $ 38.00 $ 76.00 $ 38.00 $ 25.33 $ 63.33 $ 38.00 $ 25.33 $ 63.33 $ 38.00 $ 38.00 $ 76.00 $ 38.00 $ 25.33 $ 63.33 $ 12.67 $ 5.07 $ 17.73 $ 38.00 $ 76.00 $ 114.00 $ 12.67 $ 12.67 $ 25.33 $ 25.33 $ 17.73 $ 43.07 $ 12.67 $ 12.67 $ 25.33 $ 12.67 $ 7.60 $ 20.27 $ 38.00 $ 12.67 $ 50.67 $ 12.67 $ 12.67 $ 25.33 Permit Current Fee Plan Inspection $ 91.85 Check Total $ 91.85 $ 36.26 $ 24.17 $ 60.43 $ 24.17 $ 12.09 $ 36.26 $ 12.09 $ 4.83 $ 16.92 $ 36.26 $ 24.17 $ 60.43 $ 36.26 $ 12.09 $ 48.34 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 4.83 $ 16.92 $ 12.09 $ 4.83 $ 16.92 $ 36.26 $ 36.26 $ 72.52 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 12.09 $ 24.17 $ 12.09 $ 7.25 $ 19.34 $ 36.26 $ 12.09 $ 48.34 $ 12.09 $ 12.09 $ 24.17 Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 48% 68% 56% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 299 33 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Targeted Hourly Rate Description MAWMW Fee 23 Backflow protective device other than atmospheric -type vacuum breakers 24 Gas piping system -1 to 4 outlets 25 Gas piping system - 5 or more outlets 26 Solar (Thermal) Electrical New Construction 27 Residential - First 1,000 SF (includes livable and non -livable SF) 28 Residential - Each Additional 1,000 SF (includes livable and non -livable SF) 29 Non -Residential - First 2,000 SF 30 Non -Residential - Each Additional 2,000 SF Solar (Photovoltaic) 31 Solar (PV) Less than 10kW 32 Solar (PV) Greater than 10kW 33 Each Additional String (<20) Receptacle, Switch, and Lighting Outlets 34 Receptacle, switch, lighting, or other outlets at which current is used or controlled, except services, feeders, and meters - first 20 35 Receptacle, switch, lighting, or other outlets at which current is used or controlled, except services, feeders, and meters - each additional Lighting Fixtures 36 Lighting fixtures, sockets, or other lamp -holding devices - first 20 37 Lighting fixtures, sockets, or other lamp -holding devices - each add'I 38 Pole or platform -mounted light replacement, repair or alteration - first 10 39 Pole or platform -mounted light replacement, repair or alteration - each additional Residential Appliances 40 Fixed residential appliances or receptacle outlets for same, including wall -mounted electric ovens; counter -mounted cooking tops; electric ranges; self-contained room, console, or through -wall air conditioners; space heaters; food waste grinders; dishwashers; washing machines; water heaters; clothes dryers; or other motor -operated appliances not exceeding one horsepower (HP) in rating, each Labor Time (Minutes) Permit / Inspection 5 Plan Check 2 Total 7 5 10 15 15 10 25 10 10 20 60 20 80 5 2 7 45 35 80 15 4 19 10 10 20 15 15 30 1 0.25 1 10 10 20 1 0.25 1 10 10 20 1 0 1 10 10 20 1 0.25 1.25 5 5 10 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 1521= Cost of Service Permit Inspection $ 12.67 Plan Check $ 5.07 Tota 1 $ 17.73 $ 12.67 $ 25.33 $ 38.00 $ 38.00 $ 25.33 $ 63.33 $ 25.33 $ 25.33 $ 50.67 $ 152.00 $ 50.16 $ 202.16 $ 12.92 $ 5.32 $ 18.24 $ 114.00 $ 88.16 $ 202.16 $ 38.00 $ 10.13 $ 48.13 $ 25.33 $ 25.33 $ 50.67 $ 38.00 $ 38.00 $ 76.00 $ 2.53 $ 0.63 $ 3.17 $ 25.33 $ 25.33 $ 50.67 $ 2.53 $ 0.63 $ 3.17 $ 25.33 $ 25.33 $ 50.67 $ 2.53 $ 0.63 $ 3.17 $ 25.33 $ 25.33 $ 50.67 $ 2.53 $ 0.63 $ 3.17 $ 12.67 $ 12.67 $ 25.33 Current Fee Permit Inspection $ 12.09 Plan Check $ 4.83 Tota I $ 16.92 $ 12.09 $ 24.17 $ 36.26 $ 36.26 $ 24.17 $ 60.43 n/a n/a n/a $ 145.03 $ 47.86 $ 192.89 $ 12.33 $ 5.08 $ 17.40 $ 108.77 $ 84.12 $ 192.89 $ 36.26 $ 9.67 $ 45.93 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 24.17 $ 24.17 $ 48.34 $ 2.42 $ 0.60 $ 3.02 $ 24.17 $ 24.17 $ 48.34 $ 2.42 $ 0.60 $ 3.02 $ 24.17 $ 24.17 $ 48.34 n/a n/a n/a $ 12.09 $ 12.09 $ 24.17 Input cells shaded in gray Current Cost Recovery Permit/ Inspection 95% Plan Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 300 34 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Cost of Service Calculation - At Targeted Hourly Rate Non -Residential Appliances 41 Residential appliances and self-contained, factory -wired, non- residential appliances not exceeding one horsepower (HP), kilowatt (KW), or kilovolt ampere (KVA) in rating, including medical and dental devices; food, beverage, and ice cream cabinets; illuminated show cases; drinking fountains; vending machines; laundry machines; or other similar types of equipment, each Power Apparatus 42 Motors, generators, transformers, rectifiers, synchronous converters, capacitors, industrial heating, air conditioners and heat pumps, cooking or baking equipment, and other apparatus, each Signs, Outline Lighting, and Marquees 43 Signs, outline lighting systems, or marquees, each 44 Services, each Temporary Power Services 45 Temporary service power pole or pedestal, including all pole or pedestal -mounted receptacle outlets and appurtenances, each Miscellaneous Apparatus, Conduits, and Conductors 46 Electrical apparatus, conduits, and conductors for which a permit is required, but for which no fee is identified Labor Permit / Time (Minutes) Plan Inspection 10 Check 10 Total 20 10 10 20 15 20 35 10 5 15 10 7 17 10 10 20 Rate x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= x 1 $ 1521= Cost Permit of Service Plan Inspection $ 25.33 Check $ 25.33 Total $ 50.67 $ 25.33 $ 25.33 $ 50.67 $ 38.00 $ 50.67 $ 88.67 $ 25.33 $ 12.67 $ 38.00 $ 25.33 $ 17.73 $ 43.07 $ 25.33 $ 25.33 $ 50.67 Permit Current Fee Plan Inspection $ 24.17 Check $ 24.17 Total $ 48.34 $ 24.17 $ 24.17 $ 48.34 $ 36.26 $ 48.34 $ 84.60 $ 24.17 $ 12.09 $ 36.26 $ 24.17 $ 16.92 $ 41.09 $ 24.17 $ 24.17 $ 48.34 Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 301 35 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Fully -Burdened Hourly Rate Antenna 1 Dish > 2 Ft 2 Cellular/Mobile Phone 3 Equipment Shelter Appeal 4 Appeal Awning/Canopy (Supported by Building) 5 Awning/Canopy Balcony Addition 6 Balcony Addition Block Wall 7 Block Wall - First 100 LF 8 Block Wall - Each Addt'I 50 LF 9 Retaining / Combination Wall - Each 50 LF Carport 10 Carport - First 11 Carport - Each Additional Compliance Survey/Special Inspection 12 Compliance Survey/Special Inspection Demolition 13 Demolition 14 Demolition - Interior 15 Demolition - Exterior Fence 16 Fence - First 100 LF 17 Fence - Each Additional 50 LF Fireplace 18 Fireplace Flag/Lighting Pole 19 Flag/Lighting Pole - First 20 Flag/Lighting Pole - Each Additional Grading 21 Residential Precise Grading (Tract Homes) - Per Home 22 Residential Precise Grading (Custom Home) - Lot <= 7,000 SF 23 Residential Precise Grading (Custom Home) - Lot > 7,000 SF Partition 24 Partition Labor Permit/ Time (Minutes) Plan Inspection 15 Check 55 Total 70 60 85 145 15 40 55 varies varies - 6 85 91 60 70 130 20 25 45 6 6 6 6 30 40 70 30 16 46 30 75 105 10 36 46 15 40 55 15 45 60 20 25 45 6 6 60 90 150 15 40 55 6 2 8 55 [a] 55 15 15 30 15 75 90 30 55 85 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x varies x $ 152 x varies = x $ 152 = Cost of Service $ 38.05 $ 140.04 $ 178.09 $ 152.22 $ 216.15 $ 368.36 $ 38.05 $ 101.99 $ 140.04 bill hourly (1 hour min.) $ 15.22 $ 216.15 $ 231.37 $ 152.22 $ 178.09 $ 330.31 $ 50.74 $ 63.42 $ 114.16 $ 15.22 $ $ 15.22 $ 15.22 $ $ 15.22 $ 76.11 $ 101.99 $ 178.09 $ 76.11 $ 40.59 $ 116.70 $ 76.11 $ 190.27 $ 266.38 $ 25.88 $ 91.33 $ 117.21 $ 38.05 $ 101.99 $ 140.04 $ 38.05 $ 114.16 $ 152.22 $ 50.23 $ 63.93 $ 114.16 $ 15.22 $ - $ 15.22 $ 152.22 $ 228.32 $ 380.54 $ 38.05 $ 101.99 $ 140.04 $ 15.22 $ 4.57 $ 19.79 $ 151.43 [a] $ 151.43 $ 38.05 $ 38.05 $ 76.11 $ 38.05 $ 207.28 $ 245.33 $ 76.11 $ 140.04 $ 216.15 Current Fee $ 36.26 $ 133.43 $ 169.69 $ 145.03 $ 205.94 $ 350.97 $ 36.26 $ 97.17 $ 133.43 Bill Hourly $ 14.50 $ 205.94 $ 220.45 $ 145.03 $ 169.69 $ 314.72 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 72.52 $ 97.17 $ 169.69 $ 72.52 $ 38.67 $ 111.19 $ 72.52 $ 181.29 $ 253.80 $ 24.66 $ 87.02 $ 111.67 $ 36.26 $ 97.17 $ 133.43 $ 36.26 $ 108.77 $ 145.03 $ 47.86 $ 60.91 $ 108.77 $ 14.50 $ - $ 14.50 $ 145.03 $ 217.55 $ 362.58 $ 36.26 $ 97.17 $ 133.43 $ 14.50 $ 4.35 $ 18.85 $ 133.43 [a] varies $ 36.26 $ 36.26 $ 72.52 $ 36.26 $ 181.29 $ 217.55 $ 72.52 $ 133.43 $ 205.94 Input cells shaded in gray Current Cost 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 88% [a] varies 95% 95% 95% 95% 87% 89% 95% 95% 95% 302 36 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Fully -Burdened Hourly Rate Patio Cover / Covered Porch / Lattice 25 Standard, Open, Pre -Engineered (First) 26 Standard, Enclosed, Pre -Engineered (First) 27 Special Design (First) 28 Each Additional Pool / Spa 29 Swimming Pool / Spa 30 Detached Spa / Water Feature 31 Gunite Alteration 32 Equipment Changeout Alone Remodel 33 Non -Structural Review - Up to 100 SF 34 Non -Structural Review - Each Additional 500 SF 35 Structural Review Replacement of Plans/Job Card 36 Replacement of Job Copy of Approved Plans 37 Replacement of Inspection Record Card Re -Roof 38 Re -Roof - Up to 2,000 SF 39 Re -Roof - Each Additional 1,000 SF Room Addition 40 Room Addition - Up to 100 SF 41 Room Addition - Each Additional 500 SF 42 Monument Sign - First 43 Monument Sign - Each Additional 44 Wall/Awning Sign - First 45 Wall/Awning Sign - Each Additional Storage Racks 46 Storage Racks - First 100 LF 47 Storage Racks - Each Additional 100 LF Stucco Application 48 Stucco Application - First 500 SF 49 Stucco Application - Each Additional 500 SF Temporary Trailer 50 Temporary Trailer Utility Release 51 Electrical Utility Release Labor Permit / Time (Minutes) Plan Inspection 40 Check 40 Tota 1 80 40 55 95 55 70 125 20 15 35 75 41 116 75 75 75 41 116 10 38 48 20 56 76 9 7 16 varies varies varies 85 85 15 15 20 41 61 5 5 50 71 121 26 7 33 30 55 85 10 10 10 36 46 10 10 20 10 40 50 5 5 10 31 41 3 3 30 30 30 - 30 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = Cost of Service $ 101.99 $ 100.46 $ 202.45 $ 101.99 $ 138.52 $ 240.50 $ 140.04 $ 176.57 $ 316.61 $ 50.74 $ 38.05 $ 88.79 $ 190.27 $ 103.51 $ 293.78 $ 190.27 $ - $ 190.27 $ 190.27 $ 103.51 $ 293.78 $ 25.37 $ 96.40 $ 121.77 $ 51.75 $ 141.56 $ 193.31 $ 22.83 $ 18.27 $ 41.10 bill hourly (1 hour min.) $ $ 216.15 $ 216.15 $ $ 38.05 $ 38.05 $ 51.75 $ 103.51 $ 155.26 $ 12.18 $ - $ 12.18 $ 127.86 $ 179.62 $ 307.48 $ 65.45 $ 18.27 $ 83.72 $ 76.11 $ 140.04 $ 216.15 $ 25.88 $ - $ 25.88 $ 25.88 $ 91.33 $ 117.21 $ 25.88 $ 25.88 $ 51.75 $ 25.88 $ 100.46 $ 126.34 $ 12.18 $ - $ 12.18 $ 25.88 $ 77.63 $ 103.51 $ 7.61 $ - $ 7.61 $ 76.11 $ $ 76.11 $ 76.11 $ $ 76.11 Permit Current Fee Plan Inspection $ 97.17 Check $ 95.72 Tota 1 $ 192.89 $ 97.17 $ 131.98 $ 229.15 $ 133.43 $ 168.24 $ 301.66 n/a n/a n/a $ 181.29 $ 98.62 $ 279.91 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 49.31 $ 134.88 $ 184.19 $ 21.75 $ 17.40 $ 39.16 varies varies varies $ $ 20S.94 $ 205.94 $ $ 36.26 $ 36.26 $ 49.31 $ 98.62 $ 147.93 $ 11.60 $ - $ 11.60 $ 121.83 $ 171.14 $ 292.96 $ 62.36 $ 17.40 $ 79.77 $ 72.52 $ 133.43 $ 205.94 $ 24.66 $ - $ 24.66 $ 24.66 $ 87.02 $ 111.67 $ 24.66 $ 24.66 $ 49.31 $ 24.66 $ 95.72 $ 120.38 $ 11.60 $ - $ 11.60 $ 24.66 $ 73.97 $ 98.62 $ 7.25 $ - $ 7.25 $ 72.52 $ - $ 72.52 n/a n/a n/a Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 303 37 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Fully -Burdened Hourly Rate Window / Sliding Glass Door / Other Fenestration 52 Retrofit/Repair - Up to 7 53 Retrofit/Repair - Each Additional 5 54 New/Alteration - First 55 New/Alteration - Each Additional Administrative Plan Check Initial Deposit - For Various Non -OTC Items 56 a) Miscellaneous Items 57 b) New Construction 58 Plan Check / Permit Extension Processing 59 Change of Contractor, Architect, Owner Processing 60 Request/Research for Alternative Methods/Product Review 61 Temporary Certificate of Occupancy 62 Disabled Access Compliance Inspection 63 Re -inspection Fee 64 Investigation Fee for Work Commenced Without a Permit Labor Permit / Time (Minutes) Plan Inspection 25 Check 25 Total 50 4 4 40 46 86 4 5 9 60 60 varies varies - 40 40 40 40 varies varies - 55 - 55 60 60 30 30 varies varies - Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = Cost of Service $ 63.93 $ 62.41 $ 126.34 $ 10.66 $ - $ 10.66 $ 101.48 $ 115.68 $ 217.16 $ 10.66 $ 12.18 $ 22.83 $ I $ 152.22 I $ 152.22 varies $ $ 101.99 $ 101.99 $ $ 101.99 $ 101.99 bill hourly (1 hour min.) $ 139.53 $ - $ 139.53 $ $ 152.22 $ 152.22 $ 76.11 $ - $ 76.11 equal to permit fee i i Current Fee $ 60.91 $ 110.22 $ 171.14 $ 10.15 $ 11.60 $ 21.75 $ 60.91 $ 59.46 $ 120.38 $ 10.15 $ - $ 10.15 n/a n/a n/a n/a n/a n/a $ $ 97.17 $ 97.17 $ $ 97.17 $ 97.17 Bill Hourly -1 Hour Minimum $ 133.43 $ - $ 133.43 $ $ 145.03 $ 145.03 $ 72.52 $ - $ 72.52 equal to permit fee Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 177% Total 135% 95% 204% 60% 51% 55% 95% 0% 44% 95% 95% 95% 95% 96% 96% 95% 95% 95% 95% varies 304 38 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Targeted Hourly Rate Antenna 1 Dish > 2 Ft 2 Cellular/Mobile Phone 3 Equipment Shelter Appeal 4 Appeal Awning/Canopy (Supported by Building) 5 Awning/Canopy Balcony Addition 6 Balcony Addition Block Wall 7 Block Wall - First 100 LF 8 Block Wall - Each Addt'I 50 LF 9 Retaining / Combination Wall - Each 50 LF Carport 10 Carport - First 11 Carport - Each Additional Compliance Survey/Special Inspection 12 Compliance Survey/Special Inspection Demolition 13 Demolition 14 Demolition - Interior 15 Demolition - Exterior Fence 16 Fence - First 100 LF 17 Fence - Each Additional 50 LF Fireplace 18 Fireplace Flag/Lighting Pole 19 Flag/Lighting Pole - First 20 Flag/Lighting Pole - Each Additional Grading 21 Residential Precise Grading (Tract Homes) - Per Home 22 Residential Precise Grading (Custom Home) - Lot <= 7,000 SF 23 Residential Precise Grading (Custom Home) - Lot > 7,000 SF Partition 24 Partition Labor Permit/ Time (Minutes) Plan Inspection 15 Check 55 Total 70 60 85 145 15 40 55 varies varies - 6 85 91 60 70 130 20 25 45 6 6 6 6 30 40 70 30 16 46 30 75 105 10 36 46 15 40 55 15 45 60 20 25 45 6 6 60 90 150 15 40 55 6 2 8 55 [a] 55 15 15 30 15 75 90 30 55 85 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x varies x $ 152 x varies = x $ 152 = Cost of Service $ 38.00 $ 139.84 $ 177.84 $ 152.00 $ 215.84 $ 367.84 $ 38.00 $ 101.84 $ 139.84 bill hourly (1 hour min.) $ 15.20 $ 215.84 $ 231.04 $ 152.00 $ 177.84 $ 329.84 $ 50.67 $ 63.33 $ 114.00 $ 15.20 $ $ 15.20 $ 15.20 $ $ 15.20 $ 76.00 $ 101.84 $ 177.84 $ 76.00 $ 40.53 $ 116.53 $ 76.00 $ 190.00 $ 266.00 $ 25.84 $ 91.20 $ 117.04 $ 38.00 $ 101.84 $ 139.84 $ 38.00 $ 114.00 $ 152.00 $ 50.16 $ 63.84 $ 114.00 $ 15.20 $ - $ 15.20 $ 152.00 $ 228.00 $ 380.00 $ 38.00 $ 101.84 $ 139.84 $ 15.20 $ 4.56 $ 19.76 $ 139.84 [a] $ 139.84 $ 38.00 $ 38.00 $ 76.00 $ 38.00 $ 190.00 $ 228.00 $ 76.00 $ 139.84 $ 215.84 Current Fee $ 36.26 $ 133.43 $ 169.69 $ 145.03 $ 205.94 $ 350.97 $ 36.26 $ 97.17 $ 133.43 Bill Hourly $ 14.50 $ 205.94 $ 220.45 $ 145.03 $ 169.69 $ 314.72 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 72.52 $ 97.17 $ 169.69 $ 72.52 $ 38.67 $ 111.19 $ 72.52 $ 181.29 $ 253.80 $ 24.66 $ 87.02 $ 111.67 $ 36.26 $ 97.17 $ 133.43 $ 36.26 $ 108.77 $ 145.03 $ 47.86 $ 60.91 $ 108.77 $ 14.50 $ - $ 14.50 $ 145.03 $ 217.55 $ 362.58 $ 36.26 $ 97.17 $ 133.43 $ 14.50 $ 4.35 $ 18.85 $ 133.43 [a] varies $ 36.26 $ 36.26 $ 72.52 $ 36.26 $ 181.29 $ 217.55 $ 72.52 $ 133.43 $ 205.94 Input cells shaded in gray Current Cost 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% [a] varies 95% 95% 95% 95% 95% 95% 95% 95% 95% 305 39 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Targeted Hourly Rate Patio Cover / Covered Porch / Lattice 25 Standard, Open, Pre -Engineered (First) 26 Standard, Enclosed, Pre -Engineered (First) 27 Special Design (First) 28 Each Additional Pool / Spa 29 Swimming Pool / Spa 30 Detached Spa / Water Feature 31 Gunite Alteration 32 Equipment Changeout Alone Remodel 33 Non -Structural Review - Up to 100 SF 34 Non -Structural Review - Each Additional 500 SF 35 Structural Review Replacement of Plans/Job Card 36 Replacement of Job Copy of Approved Plans 37 Replacement of Inspection Record Card Re -Roof 38 Re -Roof - Up to 2,000 SF 39 Re -Roof - Each Additional 1,000 SF Room Addition 40 Room Addition - Up to 100 SF 41 Room Addition - Each Additional 500 SF 42 Monument Sign - First 43 Monument Sign - Each Additional 44 Wall/Awning Sign - First 45 Wall/Awning Sign - Each Additional Storage Racks 46 Storage Racks - First 100 LF 47 Storage Racks - Each Additional 100 LF Stucco Application 48 Stucco Application - First 500 SF 49 Stucco Application - Each Additional 500 SF Temporary Trailer 50 Temporary Trailer Utility Release 51 Electrical Utility Release Labor Permit / Time (Minutes) Plan Inspection 40 Check 40 Tota 1 80 40 55 95 55 70 125 20 15 35 75 41 116 75 75 75 41 116 10 38 48 20 56 76 9 7 16 varies varies varies 85 85 15 15 20 41 61 5 5 50 71 121 26 7 33 30 55 85 10 10 10 36 46 10 10 20 10 40 50 5 5 10 31 41 3 3 30 30 30 - 30 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = Cost of Service $ 101.84 $ 100.32 $ 202.16 $ 101.84 $ 138.32 $ 240.16 $ 139.84 $ 176.32 $ 316.16 $ 50.67 $ 38.00 $ 88.67 $ 190.00 $ 103.36 $ 293.36 $ 190.00 $ - $ 190.00 $ 190.00 $ 103.36 $ 293.36 $ 25.33 $ 96.27 $ 121.60 $ 51.68 $ 141.36 $ 193.04 $ 22.80 $ 18.24 $ 41.04 bill hourly (1 hour min.) $ $ 215.84 $ 215.84 $ $ 38.00 $ 38.00 $ 51.68 $ 103.36 $ 155.04 $ 12.16 $ - $ 12.16 $ 127.68 $ 179.36 $ 307.04 $ 65.36 $ 18.24 $ 83.60 $ 76.00 $ 139.84 $ 215.84 $ 25.84 $ - $ 25.84 $ 25.84 $ 91.20 $ 117.04 $ 25.84 $ 25.84 $ 51.68 $ 25.84 $ 100.32 $ 126.16 $ 12.16 $ - $ 12.16 $ 25.84 $ 77.52 $ 103.36 $ 7.60 $ - $ 7.60 $ 76.00 $ - $ 76.00 $ 76.00 $ - $ 76.00 Permit Current Fee Plan Inspection $ 97.17 Check $ 95.72 Tota 1 $ 192.89 $ 97.17 $ 131.98 $ 229.15 $ 133.43 $ 168.24 $ 301.66 n/a n/a n/a $ 181.29 $ 98.62 $ 279.91 n/a n/a n/a n/a n/a n/a n/a n/a n/a $ 49.31 $ 134.88 $ 184.19 $ 21.75 $ 17.40 $ 39.16 varies varies varies $ $ 20S.94 $ 205.94 $ $ 36.26 $ 36.26 $ 49.31 $ 98.62 $ 147.93 $ 11.60 $ - $ 11.60 $ 121.83 $ 171.14 $ 292.96 $ 62.36 $ 17.40 $ 79.77 $ 72.52 $ 133.43 $ 205.94 $ 24.66 $ - $ 24.66 $ 24.66 $ 87.02 $ 111.67 $ 24.66 $ 24.66 $ 49.31 $ 24.66 $ 95.72 $ 120.38 $ 11.60 $ - $ 11.60 $ 24.66 $ 73.97 $ 98.62 $ 7.25 $ - $ 7.25 $ 72.52 $ - $ 72.52 n/a n/a n/a Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 95% Total 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% 306 40 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Cost of Service Calculation - At Targeted Hourly Rate / Sliding Glass Door / Other Fenestration 521ndow Retrofit/Repair - Up to 7 53 Retrofit/Repair - Each Additional 5 54 New/Alteration - First 55 New/Alteration - Each Additional Administrative Plan Check Initial Deposit - For Various Non -OTC Items 56 a) Miscellaneous Items 57 b) New Construction 58 Plan Check / Permit Extension Processing 59 Change of Contractor, Architect, Owner Processing 60 Request/Research for Alternative Methods/Product Review 61 Temporary Certificate of Occupancy 62 Disabled Access Compliance Inspection 63 Re -inspection Fee 64 Investigation Fee for Work Commenced Without a Permit Labor Permit / Time (Minutes) Plan Inspection 25 Check 25 Total 50 4 4 40 46 86 4 5 9 60 60 varies varies - 40 40 40 40 varies varies - 55 55 60 60 30 30 varies varies - Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = Cost of Service $ 63.84 $ 62.32 $ 126.16 $ 10.64 $ - $ 10.64 $ 101.33 $ 115.52 $ 216.85 $ 10.64 $ 12.16 $ 22.80 $ I $ 152.00 I $ 152.00 varies $ $ 101.84 $ 101.84 $ $ 101.84 $ 101.84 bill hourly (1 hour min.) $ 139.84 $ - $ 139.84 $ $ 152.00 $ 152.00 $ 76.00 $ - $ 76.00 equal to permit fee Current Fee $ 60.91 $ 110.22 $ 171.14 $ 10.15 $ 11.60 $ 21.75 $ 60.91 $ 59.46 $ 120.38 $ 10.15 $ - $ 10.15 n/a n/a n/a n/a n/a n/a $ $ 97.17 $ 97.17 $ $ 97.17 $ 97.17 Bill Hourly -1 Hour Minimum $ 133.43 $ - $ 133.43 $ $ 145.03 $ 145.03 $ 72.52 $ - $ 72.52 equal to permit fee Input cells shaded in gray Current Permit/ Cost Recovery Plan Inspection 95% Check 177% Total 136% 95% 204% 60% 51% 56% 95% 0% 45% 95% 95% 95% 95% 95% 95% 95% 95% 95% 95% varies 307 41 City of La Quinta Comprehensive Fee and Rate Study Building Fees - New Construction Cost of Service Calculation - At Fully -Burdened Hourly Rate New Construction 1 Valuation - $500 2 Valuation - $2,000 3 Valuation - $10,000 4 Valuation - $25,000 5 Valuation - $200,000 6 Valuation - $1,000,000 Plan Check- Multiple Structures - Each Add'I 7 Valuation - All Valuations Labor Permit / Time (Hours) Inspection 0.71 Plan Check 0.93 Total 1.64 0.71 0.93 1.64 2.15 3.50 5.65 3.02 5.25 8.27 4.01 8.50 12.51 7.12 15.58 22.70 see above 0.33 0.33 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 1521= Input cells shaded in gray Permit / Cost of Service Permit / Current Fee Current Permit/ Cost Recovery Plan Inspection $ 108.07 Plan Check $ 141.56 Total $ 249.64 Inspection $ 50.71 Plan Check $ 70.99 Total $ 121.70 Inspection 47% Check 50% Total 49% $ 108.07 $ 141.56 $ 249.64 $ 102.97 $ 134.88 $ 237.85 95% 95% 95% $ 327.27 $ 532.76 $ 860.02 $ 311.82 $ 507.61 $ 819.42 95% 95% 95% $ 459.69 $ 799.14 $ 1,258.83 $ 437.99 $ 761.41 $ 1,199.40 95% 95% 95% $ 610.39 $ 1,293.84 $ 1,904.23 $ 581.57 $ 1,232.76 $ 1,814.33 95% 95% 95% $ 1,083.78 $ 2,371.53 $ 3,455.31 $ 1,032.62 $ 2,259.57 $ 3,292.19 95% 95% 95% see above $ 50.74 $ 50.74 varies $ 48.34 $ 48.34 95% 95% * When multiple identical units are submitted for review and permitted at the same time, the plan check time for the first unit shall be based on the new construction times above. Assume 20 minutes of plan check time for each additional unit. 308 42 City of La Quinta Comprehensive Fee and Rate Study Building Fees - New Construction Cost of Service Calculation - At Targeted Hourly Rate New Construction 1 Valuation - $500 2 Valuation - $2,000 3 Valuation - $10,000 4 Valuation - $25,000 5 Valuation - $200,000 6 Valuation - $1,000,000 Plan Check- Multiple Structures - Each Add'I 7 Valuation - All Valuations Labor Permit / Time (Hours) Inspection 0.71 Plan Check 0.93 Total 1.64 0.71 0.93 1.64 2.15 3.50 5.65 3.02 5.25 8.27 4.01 8.50 12.51 7.12 15.58 22.70 see above 0.33 0.33 Rate x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x $ 152 = x 1 $ 1521= Input cells shaded in gray Permit / Cost of Service Permit / Current Fee Current Permit/ Cost Recovery Plan Inspection $ 107.92 Plan Check $ 141.36 Total $ 249.28 Inspection $ 50.71 Plan Check $ 70.99 Total $ 121.70 Inspection 47% Check 50% Total 49% $ 107.92 $ 141.36 $ 249.28 $ 102.97 $ 134.88 $ 237.85 95% 95% 95% $ 326.80 $ 532.00 $ 858.80 $ 311.82 $ 507.61 $ 819.42 95% 95% 95% $ 459.04 $ 798.00 $ 1,257.04 $ 437.99 $ 761.41 $ 1,199.40 95% 95% 95% $ 609.52 $ 1,292.00 $ 1,901.52 $ 581.57 $ 1,232.76 $ 1,814.33 95% 95% 95% $ 1,082.24 $ 2,368.16 $ 3,450.40 $ 1,032.62 $ 2,259.57 $ 3,292.19 95% 95% 95% see above $ 50.67 $ 50.67 varies $ 48.34 $ 48.34 95% 95% * When multiple identical units are submitted for review and permitted at the same time, the plan check time for the first unit shall be based on the new construction times above. Assume 20 minutes of plan check time for each additional unit. 309 43 City of La Quinta Comprehensive Fee and Rate Study General Plan/Long-Range Planning Surcharge Cost of Service Calculation General Plan/Long-Range Planning Surcharge Cost 1 2 Information Estimated Consultant Costs Estimated City -staff Costs Total $ 1,000,000 $ 300,000 Notes [a] [b] 3 Total $ 1,300,000 4 Cost Life Cycle (Years) 10 5 Annualized Cost $ 130,000 Statistical 6 Information Average Annual Value of Permitted New Construction Total $ 45,000,288 Notes [c] 7 Average Annual Value of All Permitted Construction $ 65,671,197 [c] 8 New Construction Share of Permitted Construction 69% [d] (targeted share of General Plan update costs to be recovered from development fees) Surcharge 9 Calculation Annual Amount Targeted for Collection from Fees Total $ 89,081 Notes [e] 10 Permitted Value of New Construction $ 45,000,288 11 General Plan Surcharge as a % of building permit new $ 0.00198 construction valuation Input cells shaded in gray [a] Amount intended to represent a conservative estimate of General Plan update costs. In practice costs can run significantly higher and may include specific plan development/updates and other long-range planning -related costs. [b] Assumes 30% of consultant costs. In order to avoid double counting General Plan consulting/long-range planning costs are not considered as part of current planning costs of service. [c] Source: City building permit statistics for FY 12/13 and 13/14. [d] Amounts not borne by development will presumably be paid from the City's General Fund. [e] Estimate of new construction share of annualized costs. 310 44 City of La Quinta Comprehensive Fee and Rate Study Technology Enhancement Surcharge Cost of Service Calculation Technology Enhancement Surcharge Cost 1 2 Information Targeted Annual Costs Recoverable for Enhanced Technology Services Estimated Permit/License/Service Transactions Per Year Total $ 50,000 10,000 Notes [a] [b] 3 Technology Enhancement Estimated Cost Per Transaction $ 5 4 1 Targeted Surcharge Lesser of 2% of permit or $5 [a] Amount intended to be used for consulting service enhancements, hardware/software upgrades, existing software optimization, etc.. [b] Estimate of building permits, planning permits, public works permits, short-term vacation rental permits, business licenses, recreation registrations, etc. Input cells shaded in gray 311 45 City of La Quinta Comprehensive Fee and Rate Study Building Fees for FY 2013/14 Audit of Estimated Annual Labor and Professional Services Hours Annual Permit Statistics Est. Est. Prmt Lbr Time Estimated Total Est. PC Labor Time Est. Prmt Est. Prmt Est. Prmt lssu'nc Lbr Time Total Est. Prmt Est. Total Labor Time Total Permit Type [a] Addition Annual Permit Volume [a] 41 Permit Fees Assessed $ 18,970 Permit Fees Per Project $ 463 Based on Fees Assessed 3.24 Permit Labor Time 133 Est. PC Fees Assessed $ 18,970 Est. PC Fees Per Project $ 463 Based on Fees Assessed 3.24 Total Est. PC Labor Time 133 Issuance Fees Assessed $ 3,726 Issuance Fees Per Project $ 91 Based on Fees Assessed 0.64 Issuance Labor Time 26 Est. Total Fees Assessed $ 41,665 Est. Total Fees Per Project $ 1,016 Based on Fees Assessed 7.11 Esti ]mat Labor Time 291 Carport - $ - $ - - - $ - $ - - - $ - $ - - - $ - $ - - - Commercial New 5 $ 13,789 $ 2,758 19.28 96 $ 13,789 $ 2,758 19.28 96 $ 454 $ 91 0.64 3 $ 28,032 $ 5,606 39.20 196 Demolition 9 $ 287 $ 32 0.22 2 $ 810 $ 90 0.63 6 $ 818 $ 91 0.64 6 $ 1,915 $ 213 1.49 13 Electrical 71 $ 1,895 $ 27 0.19 13 $ 1,698 $ 24 0.17 12 $ 6,452 $ 91 0.64 45 $ 10,044 $ 141 0.99 70 Fence/Wall 220 $ 16,161 $ 73 0.51 113 $ 13,213 $ 60 0.42 92 $ - $ - - - $ 29,374 $ 134 0.93 205 Garage - Res 3 $ 925 $ 308 2.16 6 $ 925 $ 308 2.16 6 $ 273 $ 91 0.64 2 $ 2,122 $ 707 4.95 15 Mechanical 411 $ 34,456 $ 84 0.59 241 $ 21,619 $ 53 0.37 151 $ 37,348 $ 91 0.64 261 $ 93,422 $ 227 1.59 653 New SFR 147 $267,666 $ 1,821 12.73 1,872 $267,666 $ 1,821 12.73 1,872 $ 13,358 $ 91 0.64 93 $ 548,689 $ 3,733 26.10 3,837 New Dwelling -3/4Fam - $ - $ - - - $ - $ - - - $ - $ - - - $ - $ - - - New Dwelling - 5+ Fam 5 $ 53,071 $ 10,614 74.23 371 $ 53,071 $ 10,614 74.23 371 $ 454 $ 91 0.64 3 $ 106,597 $ 21,319 149.09 745 Patio Cover - Residential 97 $ 11,067 $ 114 0.80 77 $ 10,889 $ 112 0.79 76 $ - $ - - - $ 21,955 $ 226 1.58 154 Patio Cover - Commercial 5 $ 854 $ 171 1.19 6 $ 854 $ 171 1.19 6 $ - $ - - - $ 1,708 $ 342 2.39 12 Plumbing 124 $ 1,950 $ 16 0.11 14 $ 1,483 $ 12 0.08 10 $ 11,268 $ 91 0.64 79 $ 14,701 $ 119 0.83 103 Pool 204 $ 45,223 $ 222 1.55 316 $ 24,796 $ 122 0.85 173 $ 18,537 $ 91 0.64 130 $ 88,557 $ 434 3.04 619 Remodel - Commercial 32 $ 13,303 $ 416 2.91 93 $ 13,303 $ 416 2.91 93 $ 2,908 $ 91 0.64 20 $ 29,514 $ 922 6.45 206 Remodel - Residential 108 $ 20,965 $ 194 1.36 147 $ 20,965 $ 194 1.36 147 $ 9,814 $ 91 0.64 69 $ 51,744 $ 479 3.35 362 Re -Roof 88 $ 5,811 $ 66 0.46 41 $ 8,557 $ 97 0.68 60 $ - $ - - - $ 14,369 $ 163 1.14 100 Sign 31 $ 2,791 $ 90 0.63 20 $ 4,447 $ 143 1.00 31 $ 2,817 $ 91 0.64 20 $ 10,056 $ 324 2.27 70 Solar 34 $ 1,267 $ 37 0.26 9 $ 1,267 $ 37 0.26 9 $ 3,090 $ 91 0.64 22 $ 5,623 $ 165 1.16 39 Structures Miscellaneous 19 $ 2,629 $ 138 0.97 18 $ 2,629 $ 138 0.97 18 $ 1,727 $ 91 0.64 12 $ 6,984 $ 368 2.57 49 Special Inspect 73 $ 7,817 $ 107 0.75 55 $ 10,439 $ 143 1.00 73 $ 6,634 $ 91 0.64 46 $ 24,890 $ 341 2.38 174 Temp Trailer 2 $ 274 $ 137 0.96 2 $ 286 $ 143 1.00 2 $ 182 $ 91 0.64 1 $ 742 $ 371 2.59 5 1,729 $521,170 3,438 $119,858 838 $ 1,132,702 7,921 Total 3,645 $491,674 [a] Source: City website statistics for July, 2013 through June, 2014 312 46 Calculation of the Costs of Providing Fee Related Services Planning 313 47 City of La Quinta Comprehensive Fee and Rate Study Planning Fees Cost of Service Calculation Input cells shaded in gray Labor OR Time J Fully - Burd Targ'td Cost At Fully- of Service FBHR @ At Targ'td Volume and Revenue Statistics Est. Revenue Revenue at Fee Fee Description Temporary Use Min. Hrs Avg. Hours Hrly Rate Hrly Rate Burd'nd Rate Average Hours Hourly Rate Current Fee Fee Type Current Cost Recov Proposed Fee Fee Type Proposed Cost Recov Yrly Vol. at Current Fee Proposed Fee lncr/ (Decr) % Incr (Decr) Note 1 Temporary Use Permit- Minor (Standard) 5.00 5.00 $ 197 $ 152 $ 985 $ 985 $ 760 $ 200 flat 20% $ 250 flat 25% 18 $ 3,600 $ 4,500 $ 50 25% 2 Temporary Use Permit - Minor varies varies $ 197 $ 152 varies varies varies n/a n/a n/a $ 250 hrly w/min 77% - varies n/a n/a (Requests Requiring Additional Effort) 3 Temporary Use Permit - Major (Standard) 13.00 13.00 $ 197 $ 152 $ 2,560 $ 2,560 $ 1,976 $ 1,740 flat 68% $ 1,976 flat 77% 21 $ 36,548 $ 41,496 $ 236 14% (Events greater than 200 people) 4 Temporary Use Permit - Major varies varies $ 197 $ 152 varies varies varies n/a n/a n/a $ 1,976 hrly w/ min 77% - varies n/a n/a (Requests Requiring Additional Effort) Minor Use 5 Minor Use Permit 8.00 8.00 $ 197 $ 1S2 $ 1,575 $ 1,57S $ 1,216 $ 200 flat 13% $ 250 flat 16% 12 $ 2,400 $ 3,000 $ 50 25%. 6 Minor Use Permit - Amendment 5.00 5.00 $ 197 $ 152 $ 985 $ 985 $ 760 $ 200 flat 20% $ 225 flat 23% - $ - $ 25 13% Conditional Use 7 Conditional Use Permit 28.75 38.33 $ 197 $ 152 $ 5,662 $ 7,549 $ 5,827 $ 4,025 hrly w/min 53% $ 5,827 hrly w/min 77% 6 $ 24,148 $ 34,960 $ 1,802 45% 8 Conditional Use Permit - Planned Unit Dev. 28.75 38.33 $ 197 $ 152 $ 5,662 $ 7,549 $ 5,827 $ 4,025 hrly w/ min 53% $ 5,827 hrly w/ min 77% - $ - $ 1,802 45% 9 Conditional Use Permit - Amendment 14.00 18.67 $ 197 $ 152 $ 2,757 $ 3,676 $ 2,837 $ 1,88S hrly w/ min 51% $ 2,837 hrly w/ min 77% - $ - $ 952 50% 10 Conditional Use Permit -Time Extension 10.50 10.50 $ 197 $ 152 $ 2,068 $ 2,068 $ 1,596 $ 1,378 flat 67% $ 1,596 flat 77% - $ - $ 218 16% Site Development 11 Development Agreement 14.00 18.67 $ 197 $ 152 $ 2,757 $ 3,676 $ 2,837 $ 1,88S hrly w/min Sl% $ 2,837 hrly w/min 77% 1 $ 1,885 $ 2,837 $ 952 50% [a] 12 Site Development Permit - Planning Commission 40.00 53.33 $ 197 $ 152 $ 7,877 $ 10,503 $ 8,107 $ 5,656 hrly w/ min 54% $ 8,107 hrly w/ min 77% 8 $ 45,249 $ 64,853 $ 2,450 43% 13 Site Development Permit - Administrative 34.00 45.33 $ 197 $ 152 $ 6,695 $ 8,927 $ 6,891 $ 5,656 hrly w/min 63% $ 6,891 hrly w/min 77% - $ - $ 1,234 22% 14 Site Development Permit - Amendment 21.00 28.00 $ 197 $ 152 $ 4,135 $ 5,514 $ 4,256 $ 2,901 hrly w/min 53% $ 4,256 hrly w/min 77% - $ - $ 1,355 47% 15 Site Development Permit - Time Extension 10.50 10.50 $ 197 $ 152 $ 2,068 $ 2,068 $ 1,596 $ 1,378 flat 67% $ 1,596 flat 77% - $ - $ 218 16% 16 Modification by Applicant 8.00 10.67 $ 197 $ 152 $ 1,575 $ 2,101 $ 1,621 $ 290 hrly w/min 14% $ 304 hrly w/min 77% 13 $ 3,771 $ 3,952 $ 14 5% 17 Minor Adjustment 5.50 7.33 $ 197 $ 152 $ 1,083 $ 1,444 $ 1,115 $ 290 hrly w/min 20% $ 304 hrly w/min 77% 7 $ 2,030 $ 2,128 $ 14 5% 18 Variance 10.50 14.00 $ 197 $ 152 $ 2,068 $ 2,757 $ 2,128 $ 1,378 hrly w/min 50% $ 2,128 hrly w/min 77% - $ - $ 750 54% Landscape Plan 19 Final Landscape Plan - Minor 5.00 5.00 $ 197 $ 152 $ 985 $ 985 $ 760 $ 580 flat 59% $ 760 flat 77% - $ - $ 180 31% (Minor rehab not exceeding 8,000 SF) 20 Final Landscape Plan - Major 11.00 11.00 $ 197 $ 152 $ 2,166 $ 2,166 $ 1,672 $ 1,450 flat 67% $ 1,672 flat 77% 8 $ 11,602 $ 13,376 $ 222 15% Signs 21 A -Frame Sign Permit n/a n/a $ 197 $ 152 n/a n/a n/a $ 0 flat n/a $ 0 flat 0% - $ - n/a n/a n/a 22 Sign Permit 3.50 3.50 $ 197 $ 152 $ 689 $ 689 $ 532 $ 200 flat 29% $ 250 flat 36% 76 $ 15,200 $ 19,000 $ 50 25% 23 Sign Program 13.25 17.67 $ 197 $ 152 $ 2,609 $ 3,479 $ 2,685 $ 2,212 hrly w/ min 64% $ 2,685 hrly w/ min 77% 2 $ 4,423 $ 5,371 $ 474 21% 24 Sign Program Amendment 6.00 6.00 $ 197 $ 152 $ 1,182 $ 1,182 $ 912 $ 725 flat 61% $ 912 flat 77% - $ - $ 187 26% Zoning 25 Zone Change 43.00 57.33 $ 197 $ 152 $ 8,468 $ 11,290 $ 8,715 $ 6,236 hrly w/ min 55% $ 8,715 hrly w/ min 77% 3 $ 18,709 $ 26,144 $ 2,478 40% 26 Director's Determination 4.00 4.00 $ 197 $ 152 $ 788 $ 788 $ 608 $ 200 flat 25% $ 250 flat 32% - $ - $ 50 25% 27 Certificate of Compliance 5.00 5.00 $ 197 $ 152 $ 985 $ 985 $ 760 $ 200 flat 20% $ 250 flat 25% - $ - $ 50 25% 314 48 City of La Quinta Comprehensive Fee and Rate Study Planning Fees Cost of Service Calculation Input cells shaded in gray Labor OR Time j Fully - Burd Targ'td Cost At Fully- of Service FBHR @ At Targ'td Volume and Revenue Statistics Est. Revenue Revenue at Fee Fee 28 Description Zoning Letter - Basic Property Information Min. Hrs 2.50 Avg. Hours 2.50 Hrly Rate $ 197 Hrly Rate $ 152 Burd'nd Rate $ 492 Average Hours $ 492 Hourly Rate $ 380 Current Fee $ 200 Fee Type flat Current Cost Recov 41% Proposed Fee $ 250 Fee Type flat Proposed Cost Recov 51% Yrly Vol. 8 at Current Fee $ 1,600 Proposed Fee $ 2,000 Incr/ (Decr) $ 50 % Incr (Decr) 25% Note 29 Zoning Letter - Basic Property Information with 8.50 8.50 $ 197 $ 152 $ 1,674 $ 1,674 $ 1,292 n/a n/a n/a $ 1,292 flat 77% 2 n/a $ 2,584 n/a n/a Additional Research Required 30 Zoning Text Amendment 44.00 58.67 $ 197 $ 152 $ 8,665 $ 11,553 $ 8,917 $ 6,236 hrlyw/min 54% $ 8,917 hrly w/min 77% 1 $ 6,236 $ 8,917 $ 2,681 43% Street Name Change 31 Street Name Change 11.50 11.50 $ 197 $ 152 $ 2,265 $ 2,265 $ 1,748 $ 1,523 flat 67% $ 1,748 flat 77% - $ - $ 225 15% Historical Structures 32 Landmark Designation/Cert of Appropriateness 13.00 13.00 $ 197 $ 152 $ 2,560 $ 2,560 $ 1,976 $ 1,000 flat 39% $ 1,250 flat 49% - $ - $ 250 25% Environmental Review 33 Environmental Assessment 3.00 3.00 $ 197 $ 152 $ 591 $ 591 $ 456 $ 290 flat 49% $ 456 flat 77% 9 $ 2,611 $ 4,104 $ 166 57% 34 Recordation of Exemption 1.00 1.00 $ 197 $ 152 $ 197 $ 197 $ 152 $ 73 flat 37% $ 152 flat 77% - $ - $ 79 110% 35 Initial Study (ND/MND) 15.00 20.00 $ 197 $ 152 $ 2,954 $ 3,938 $ 3,040 $ 1,450 hrly w/ min 37% $ 3,040 hrly w/ min 77% 6 $ 8,702 $ 18,240 $ 1,590 110% 36 Environmental Impact Report S5.00 55.00 $ 197 $ 152 $ 10,831 $ 10,831 $ 8,360 $ 5,000 hrly w/ min 46% $ 8,360 hrly w/ min 77% - $ - $ 3,360 67% General/Specific Plan 37 Specific Plan 49.00 65.33 $ 197 $ 152 $ 9,649 $ 12,866 $ 9,931 $ 6,381 hrly w/ min 50% $ 9,931 hrly w/ min 77% - $ - $ 3,549 56% 38 Specific Plan - Amendment 21.50 28.67 $ 197 $ 152 $ 4,234 $ 5,645 $ 4,357 $ 2,393 hrly w/ min 42% $ 4,357 hrly w/ min 77% 2 $ 4,786 $ 8,715 $ 1,964 82% 39 General Plan Amendment 48.00 64.00 $ 197 $ 152 $ 9,452 $ 12,603 $ 9,728 $ 6,236 hrly w/min 49% $ 9,728 hrly w/min 77% 1 $ 6,236 $ 9,728 $ 3,492 56% Map 40 Tentative Parcel Map 22.00 29.33 $ 197 $ 152 $ 4,332 $ 5,776 $ 4,459 $ 3,481 hrly w/ min 60% $ 4,459 hrly w/ min 77% 9 $ 31,327 $ 40,128 $ 978 28% 41 Tentative Parcel Map -Waiver 7.50 7.50 $ 197 $ 152 $ 1,477 $ 1,477 $ 1,140 $ 1,233 flat 83% $ 1,140 flat 77% - $ - $ (93) -8% 42 Tentative Parcel Map - Amendment 13.25 17.67 $ 197 $ 152 $ 2,609 $ 3,479 $ 2,685 $ 2,067 hrly w/min 59% $ 2,685 hrly w/min 77% - $ - $ 619 30% 43 Tentative Parcel Map - Revision 13.25 17.67 $ 197 $ 152 $ 2,609 $ 3,479 $ 2,685 $ 2,067 hrly w/min 59% $ 2,685 hrly w/min 77% - $ - $ 619 30% 44 Tentative Parcel Map -Time Extension 6.00 6.00 $ 197 $ 152 $ 1,182 $ 1,182 $ 912 $ 725 flat 61% $ 912 flat 77% - $ - $ 187 26% 45 Tentative Tract Map 37.50 50.00 $ 197 $ 152 $ 7,385 $ 9,846 $ 7,600 $ 5,656 hrly w/ min 57% $ 7,600 hrly w/ min 77% 9 $ 50,906 $ 68,400 $ 1,944 34% 46 Tentative Tract Map - Amendment 17.75 23.67 $ 197 $ 152 $ 3,495 $ 4,661 $ 3,597 $ 2,719 hrly w/ min 58% $ 3,597 hrly w/ min 77% - $ - $ 878 32% 47 Tentative Tract Map - Revision 17.75 23.67 $ 197 $ 152 $ 3,495 $ 4,661 $ 3,597 $ 2,719 hrly w/ min 58% $ 3,597 hrly w/ min 77% - $ - $ 878 32% 48 Tentative Tract Map - Time Extension (CC or PC) 11.50 11.50 $ 197 $ 152 $ 2,265 $ 2,265 $ 1,748 $ 1,523 flat 67% $ 1,748 flat 77% 1 $ 1,523 $ 1,748 $ 225 15% 49 Tentative Tract Map - Time Extension (Admin) 6.50 6.50 $ 197 $ 152 $ 1,280 $ 1,280 $ 988 $ 798 flat 62% $ 988 flat 77% - $ - $ 190 24% 50 Tentative Condominium Map 37.50 50.00 $ 197 $ 152 $ 7,385 $ 9,846 $ 7,600 $ 3,916 hrly w/ min 40% $ 7,600 hrly w/ min 77% - $ - $ 3,684 94% 51 Amended Final Parcel Map (Entitlement Support) 25.00 25.00 $ 197 $ 152 $ 4,923 $ 4,923 $ 3,800 $ 3,481 hrly w/ min 71% $ 3,800 hrly w/ min 77% - $ - $ 319 9% 52 Amended Final Tract Map (Entitlement Support) 40.00 40.00 $ 197 $ 152 $ 7,877 $ 7,877 $ 6,080 $ 5,656 hrly w/ min 72% $ 6,080 hrly w/ min 77% - $ - $ 424 7% Scanning 53 Scanning Fee 1.00 1.00 $ 197 $ 152 $ 197 $ 197 $ 152 $ 145 hrly w/ min 74% $ 152 flat 77% - $ - $ 7 5% Technology Enhancement Fee 54 Technology Enhancement Fee $ 197 $ 152 $ - $ - $ $ - 2.0% of permit - $ - Appeal 55 Appeal 12.00 12.00 $ 197 $ 152 $ 2,363 $ 2,363 $ 1,824 $ 1,595 flat 68% $ 1,500 flat 63% - $ - $ (95) -6% [a] In addition to the fee shown for Development Agreement, the City shall collect a $2,000 initial deposit to offset City Attorney costs. *The following fees are proposed to be removed from the fee schedule: Conditional Use Permit -Administrative; Village Use Permit; Village Site Development Permit; Village Use Permit -Amendment; Village Use Permit -Time Extension. 315 49 Calculation of the Costs of Providing Fee Related Services Public Works 316 50 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Cost of Service Calculation Input cells shaded in gray Labor Time Estimated Hourly Fully- Rates Cost of At Fully- Service Current Cost Recov. Current Proposed Recovery Proposed Annual Volume Revenue and Revenue Revenue Statistics Revenue at Fee Percent Fee Description Land Subdivision LaborTime (Hours) Burd'nd Hrly Rate Ta rg'td Hrly Rate Burd'nd Rate At Targ'td Hourly Rate Current Fee Cost Recovery Proposed Fee Cost Recovery Volume Estimate at Current Fee at100% Recovery Proposed Fee Increase or Decrease Increase or Decrease 1 Parcel Map: a) Final Parcel Map I) Initial Sheet 11.50 $ 169 $ 152 $ 1,946 $ 1,748 $ 1,668 86% $ 1,748 90% 10 $ 16,678 $ 19,461 $ 17,480 $ 80 5% ii)Each Additional Sheet 3.50 $ 169 $ 152 $ 592 $ 532 $ 508 86% $ 532 90% 15 $ 7,614 $ 8,884 $ 7,980 $ 24 5% b) Final Parcel Map -Amendment i) Initial Sheet 11.50 $ 169 $ 152 $ 1,946 $ 1,748 $ 1,668 86% $ 1,748 90% 1 $ 1,668 $ 1,946 $ 1,748 $ 80 5% ii) Each Additional Sheet 3.50 $ 169 $ 152 $ 592 $ 532 $ 508 86% $ 532 90% 1 $ 508 $ 592 $ 532 $ 24 5% c) Substantial Conformance Review I) Initial Sheet 17.25 $ 169 $ 152 $ 2,919 $ 2,622 $ 2,502 86% $ 2,622 90% 1 $ 2,502 $ 2,919 $ 2,622 $ 120 5% ii) Each Additional Sheet 8.00 $ 169 $ 152 $ 1,354 $ 1,216 $ 1,160 86% $ 1,216 90% 1 $ 1,160 $ 1,354 $ 1,216 $ 56 5% 2 Tract Map: a) Final Tract Map i) Initial Sheet 12.50 $ 169 $ 152 $ 2,115 $ 1,900 $ 1,813 86% $ 1,900 90% 2 $ 3,626 $ 4,231 $ 3,800 $ 87 5% ii) Each Additional Sheet 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% 6 $ 3,481 $ 4,061 $ 3,648 $ 28 5% b) Final Tract Map - Amendment i) Initial Sheet 12.50 $ 169 $ 152 $ 2,115 $ 1,900 $ 1,813 86% $ 1,900 90% 1 $ 1,813 $ 2,115 $ 1,900 $ 87 5% ii) Each Additional Sheet 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% 1 $ 580 $ 677 $ 608 $ 28 5% c) Substantial Conformance Review i) Initial Sheet 17.25 $ 169 $ 152 $ 2,919 $ 2,622 $ 2,502 86% $ 2,622 90% 1 $ 2,502 $ 2,919 $ 2,622 $ 120 5% ii) Each Additional Sheet 8.00 $ 169 $ 152 $ 1,354 $ 1,216 $ 1,160 86% $ 1,216 90% $ 56 S% 3 Reversion to Acreage: a) Initial Sheet 13.50 $ 169 $ 152 $ 2,285 $ 2,052 $ 1,958 86% $ 2,052 90% - $ 94 5% b) Each Additional Sheet 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% - $ 21 5% 4 Lot Line Adjustment/Parcel Merger a) Lot Line Adjustment 10.00 $ 169 $ 152 $ 1,692 $ 1,520 $ 1,450 86% $ 1,520 90% 12 $ 17,404 $ 20,307 $ 18,240 $ 70 5% b) Parcel Merger 10.00 $ 169 $ 152 $ 1,692 $ 1,520 $ 1,450 86% $ 1,520 90% 23 $ 33,357 $ 38,921 $ 34,960 $ 70 5% 5 Street Dedication/Vacation a) Land Action Documents 11.25 $ 169 $ 152 $ 1,904 $ 1,710 $ 1,632 86% $ 1,710 90% 3 $ 4,895 $ 5,711 $ 5,130 $ 78 5% (ROW/Easements/Grant Deeds) b) Vacation of Street/Public ROW 14.00 $ 169 $ 152 $ 2,369 $ 2,128 $ 2,030 86% $ 2,128 90% 3 $ 6,091 $ 7,107 $ 6,384 $ 98 5% 6 Land Survey a) Record of Survey 3.25 $ 169 $ 152 $ 550 $ 494 $ 471 86% $ 494 90% 1 $ 471 $ 550 $ 494 $ 23 5% b) Certificate of Correction 4.25 $ 169 $ 152 $ 719 $ 646 $ 616 86% $ 646 90% 1 $ 616 $ 719 $ 646 $ 30 5% 317 51 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Cost of Service Calculation Input cells shaded in gray Labor Time Estimated Hourly Fully- Rates Cost of At Fully- Service Current Cost Recov. Current Proposed Recovery Proposed Annual Volume Revenue and Revenue Revenue Statistics at Fee Percent Fee D. Improvements LaborTime Burd'nd Ta rg'td Burd'nd At Targ'td Cost Proposed Cost Volume at Current at100% Proposed Increase or Decreasedm� Increase or Decrease 7 Plan Review (First 3 Reviews): a) Rough Grading i) Initial Sheet 9.25 $ 169 $ 152 $ 1,565 $ 1,406 $ 1,342 86% $ 1,406 90% 7 $ 9,391 $ 10,957 $ 9,842 $ 64 5% ii) Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% 45 $ 32,632 $ 38,075 $ 34,200 $ 35 5% iii) Revisions - Initial Sheet 7.13 $ 169 $ 152 $ 1,207 $ 1,084 $ 1,033 86% $ 1,084 90% 2 $ 2,067 $ 2,413 $ 2,168 $ 50 5% iv) Revisions - Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% 2 $ 1,450 $ 1,692 $ 1,520 $ 35 5% b) Precise Grading - Commercial I) Initial Sheet 11.25 $ 169 $ 152 $ 1,904 $ 1,710 $ 1,632 86% $ 1,710 90% 3 $ 4,895 $ 5,711 $ 5,130 $ 78 5% ii) Each Additional Sheet 7.00 $ 169 $ 152 $ 1,18S $ 1,064 $ 1,01S 86% $ 1,064 90% 10 $ 10,152 $ 11,846 $ 10,640 $ 49 5% iii) Revisions - Initial Sheet 9.13 $ 169 $ 152 $ 1,545 $ 1,388 $ 1,323 86% $ 1,388 90% 2 $ 2,647 $ 3,090 $ 2,776 $ 64 5% iv) Revisions - Each Additional Sheet 7.00 $ 169 $ 152 $ 1,18S $ 1,064 $ 1,015 86% $ 1,064 90% 2 $ 2,030 $ 2,369 $ 2,128 $ 49 5% c) Precise Grading - Tract Homes i) Initial Sheet 6.50 $ 169 $ 152 $ 1,100 $ 988 $ 943 86% $ 988 90% 27 $ 25,453 $ 29,699 $ 26,676 $ 45 5% ii) Each Additional Sheet 1.25 $ 169 $ 152 $ 212 $ 190 $ 181 86% $ 190 90% 27 $ 4,895 $ 5,711 $ 5,130 $ 9 5% iii) Revisions - Initial Sheet 3.88 $ 169 $ 152 $ 657 $ 590 $ 562 86% $ 590 90% 25 $ 14,050 $ 16,415 $ 14,744 $ 28 5% iv) Revisions - Each Additional Sheet 1.25 $ 169 $ 152 $ 212 $ 190 $ 181 86% $ 190 90% 12 $ 2,175 $ 2,538 $ 2,280 $ 9 5% d) Precise Grading - Custom Home 1.25 40 [a] e) PM10 i) Initial Sheet 9.25 $ 169 $ 152 $ 1,56S $ 1,406 $ 507 32% $ 550 35% 8 $ 4,057 $ 12,522 $ 4,400 $ 43 8% ii) Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ - $ - 10 $ 8,461 iii) Revisions - Initial Sheet 7.13 $ 169 $ 152 $ 1,207 $ 1,084 $ 380 32% $ 425 35% 2 $ 761 $ 2,413 $ 850 $ 45 12% iv) Revisions - Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ - $ - 2 $ 1,692 f) Street Improvements i) Initial Sheet 10.25 $ 169 $ 152 $ 1,735 $ 1,558 $ 1,487 86% $ 1,558 90% 10 $ 14,866 $ 17,345 $ 15,580 $ 71 5% ii) Each Additional Sheet 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% 70 $ 60,913 $ 71,074 $ 63,840 $ 42 5% iii) Revisions - Initial Sheet 8.13 $ 169 $ 152 $ 1,376 $ 1,236 $ 1,178 86% $ 1,236 90% 5 $ 5,892 $ 6,879 $ 6,179 $ 57 5% iv) Revisions - Each Additional Sheet 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% 5 $ 4,351 $ 5,077 $ 4,560 $ 42 5% g) Storm Drain i) Initial Sheet 10.25 $ 169 $ 152 $ 1,735 $ 1,558 $ 1,487 86% $ 1,558 90% 7 $ 10,406 $ 12,142 $ 10,906 $ 71 5% ii) Each Additional Sheet 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% 14 $ 12,183 $ 14,215 $ 12,768 $ 42 5% iii) Revisions - Initial Sheet 8.13 $ 169 $ 152 $ 1,376 $ 1,236 $ 1,178 86% $ 1,236 90% 2 $ 2,357 $ 2,752 $ 2,472 $ 57 5% iv) Revisions - Each Additional Sheet 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% 2 $ 1,740 $ 2,031 $ 1,824 $ 42 5% 318 52 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Cost of Service Calculation Input cells shaded in gray Labor Time Estimated Hourly Fully- Rates Cost of At Fully- Service Current Cost Recov. Current Proposed Recovery Proposed Annual Volume Revenue and Revenue Revenue Statistics Revenue at Fee Percent Fee Description h) Signing and Striping LaborTime (Hours) Burd'nd Hrly Rate Ta rg'td Hrly Rate Burd'nd Rate At Targ'td Hourly Rate Current Fee Cost Recovery Proposed Fee Cost Recovery Volume Estimate at Current Fee at100% Recovery Proposed Fee Increase or Decrease Increase or Decrease i) Initial Sheet 9.25 $ 169 $ 152 $ 1,565 $ 1,406 $ 1,342 86% $ 1,406 90% 3 $ 4,025 $ 4,696 $ 4,218 $ 64 S% ii) Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% 3 $ 2,175 $ 2,538 $ 2,280 $ 35 5% iii) Revisions - Initial Sheet 7.13 $ 169 $ 152 $ 1,207 $ 1,084 $ 1,033 86% $ 1,084 90% - $ 50 5% iv) Revisions - Each Additional Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% $ 35 5% i) Traffic Signal I) Initial Sheet 8.25 $ 169 $ 152 $ 1,396 $ 1,254 $ 1,197 86% $ 1,254 90% 1 $ 1,197 $ 1,396 $ 1,254 $ 57 5% ii) Each Additional Sheet 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% 1 $ 580 $ 677 $ 608 $ 28 5% iii) Revisions - Initial Sheet 6.13 $ 169 $ 152 $ 1,037 $ 932 $ 888 86% $ 932 90% $ 43 5% iv) Revisions - Each Additional Sheet 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% - $ 28 5% j) Sidewalk i) Initial Sheet 7.25 $ 169 $ 152 $ 1,227 $ 1,102 $ 1,051 86% $ 1,102 90% 1 $ 1,051 $ 1,227 $ 1,102 $ 51 5% ii)Each Additional Sheet 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% 1 $ 435 $ 508 $ 456 $ 21 5% iii) Revisions - Initial Sheet 5.13 $ 169 $ 152 $ 868 $ 780 $ 743 86% $ 780 90% - $ 36 5% iv) Revisions - Each Additional Sheet 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% - $ 21 5% k)Traffic Control Plan 0.50 $ 169 $ 152 $ 85 $ 76 $ 73 86% $ 76 90% 40 $ 2,901 $ 3,384 $ 3,040 $ 3 5% 1) Record Drawings Review i)Initial Sheet 5.25 $ 169 $ 152 $ 888 $ 798 $ 761 86% $ 798 90% 2 $ 1,523 $ 1,777 $ 1,596 $ 37 5% ii) Each Additional Sheet 1.00 $ 169 $ 152 $ 169 $ 152 $ 145 86% $ 152 90% 2 $ 290 $ 338 $ 304 $ 7 5% m) Hydrology Report 10.75 $ 169 $ 152 $ 1,819 $ 1,634 $ 1,559 86% $ 1,634 90% 8 $ 12,473 $ 14,553 $ 13,072 $ 75 5% i) Revisions 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% - $ 35 5% n) Traffic Study 9.25 $ 169 $ 152 $ 1,396 $ 1,254 $ 1,197 86% $ 1,254 90% 1 $ 1,197 $ 1,396 $ 1,254 $ 57 5% o) WQMP Report I) With Prior Entitlement 9.75 $ 169 $ 152 $ 1,650 $ 1,482 $ 1,414 86% $ 1,482 90% 5 $ 7,070 $ 8,250 $ 7,410 $ 68 5% ii) Without Prior Entitlement 11.75 $ 169 $ 152 $ 1,988 $ 1,786 $ 1,704 86% $ 1,786 90% 1 $ 1,704 $ 1,988 $ 1,786 $ 82 5% iii) Revisions 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% $ 35 5% p) SWPPP 11.25 $ 169 $ 152 $ 1,904 $ 1,710 $ 1,632 86% $ 1,710 90% 5 $ 8,158 $ 9,519 $ 8,550 $ 78 5% i) Revisions 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% $ 28 5% q) Sewer and Water i) Initial Sheet 7.00 $ 169 $ 152 $ 1,185 $ 1,064 $ 1,015 86% $ 1,064 90% 2 $ 2,030 $ 2,369 $ 2,128 $ 49 5% ii)Each Additional Sheet 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% 2 $ 870 $ 1,015 $ 912 $ 21 5% iii) Revisions - Initial Sheet 5.00 $ 169 $ 152 $ 846 $ 760 $ 725 86% $ 760 90% - $ 35 5% iv) Revisions - Each Additional Sheet 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% - $ 21 5% 8 Plan Review (>3 Reviews) 1.00 $ 169 $ 152 $ 169 $ 152 $ 145 86% $ 152 90% 5 $ 725 $ 846 $ 760 $ 7 5% 319 53 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Cost of Service Calculation Input cells shaded in gray Labor Time Estimated Hourly Fully- Rates Cost of At Fully- Service Current Cost Recov. Current Proposed Recovery Proposed Annual Volume Revenue and Revenue Revenue Statistics Revenue at Fee Percent Fee D. Expedited Plan Review Fee LaborTime varies Burd'nd $ 169 Ta rg'td $ 152 Burd'nd varies At Targ'td varies n/a Cost n/a Proposed 1.5x Cost varies Volume - at Current $ - at100% $ - Proposed $ - Increase or Decrease n/a Increase or Decrease n/a standard fee 10 Permit Inspection a) Rough Grading I) First 3 Acres 20.00 $ 169 $ 152 $ 3,384 $ 3,040 $ 2,901 86% $ 3,040 90% 2 $ 5,801 $ 6,769 $ 6,080 $ 139 5% ii) Each Additional Acre 2.50 $ 169 $ 152 $ 423 $ 380 $ 363 86% $ 380 90% - $ 17 5% b) Precise Grading i) First 3 Acres 20.00 $ 169 $ 152 $ 3,384 $ 3,040 $ 2,901 86% $ 3,040 90% 10 $ 29,006 $ 33,845 $ 30,400 $ 139 5% ii) Each Additional Acre 2.50 $ 169 $ 152 $ 423 $ 380 $ 363 86% $ 380 90% $ 17 5% c) Precise Grading - Tract Homes 0.92 - [b] d) Precise Grading - Custom Homes 0.25 - [b] e) PM10 I) < 10 Acres 24.00 $ 169 $ 152 $ 4,061 $ 3,648 $ 3,481 86% $ 3,648 90% 12 $ 41,769 $ 48,736 $ 43,776 $ 167 5% [c] ii) 10 - 50 Acres 36.00 $ 169 $ 152 $ 6,092 $ 5,472 $ 5,221 86% $ 5,472 90% - $ 251 5% [c] 111) 51 - 200 Acres 48.00 $ 169 $ 152 $ 8,123 $ 7,296 $ 6,961 86% $ 7,296 90% $ 335 5% [c] iv) >200Acres 72.00 $ 169 $ 152 $ 12,184 $ 10,944 $ 10,442 86% $ 10,944 90% - $ 502 5% [c] f) Street Improvements - Off -Site i) First 1,000 LF 32.00 $ 169 $ 152 $ 5,415 $ 4,864 $ 4,641 86% $ 4,864 90% 9 $ 41,769 $ 48,736 $ 43,776 $ 223 5% ii) Each Additional 1,000 LF 18.00 $ 169 $ 152 $ 3,046 $ 2,736 $ 2,611 86% $ 2,736 90% - $ 125 5% g) Street Improvements - On -Site I) First 1,000 LF 22.00 $ 169 $ 152 $ 3,723 $ 3,344 $ 3,191 86% $ 3,344 90% 9 $ 28,716 $ 33,506 $ 30,096 $ 153 5% ii) Each Additional 1,000 LF 12.00 $ 169 $ 152 $ 2,031 $ 1,824 $ 1,740 86% $ 1,824 90% $ 84 5% h) Storm Drain i) First 1,000 LF 12.00 $ 169 $ 152 $ 2,031 $ 1,824 $ 1,740 86% $ 1,824 90% 12 $ 20,884 $ 24,368 $ 21,888 $ 84 5% ii) Each Additional 1,000 LF 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% - $ 42 5% i) Signing and Striping i) First 1,000 LF 10.00 $ 169 $ 152 $ 1,692 $ 1,520 $ 1,450 86% $ 1,520 90% 12 $ 17,404 $ 20,307 $ 18,240 $ 70 5% ii) Each Additional 1,000 LF 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% - $ 21 5% j) Traffic Signal 22.00 $ 169 $ 152 $ 3,723 $ 3,344 $ 3,191 86% $ 3,344 90% 1 $ 3,191 $ 3,723 $ 3,344 $ 153 5% k) NPDES 12.00 $ 169 $ 152 $ 2,031 $ 1,824 $ 1,740 86% $ 1,824 90% - $ 84 5% 1)Bond Reduction Request 13.50 $ 169 $ 152 $ 2,285 $ 2,052 $ 1,958 86% $ 2,052 90% 2 $ 3,916 $ 4,569 $ 4,104 $ 94 5% m) Final Inspection/Acceptance 18.00 $ 169 $ 152 $ 3,046 $ 2,736 $ 2,611 86% $ 2,736 90% 5 $ 13,053 $ 15,230 $ 13,680 $ 125 5% 320 54 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Cost of Service Calculation Input cells shaded in gray Labor Time Estimated Hourly Fully- Rates Cost of At Fully- Service Current Cost Recov. Current Proposed Recovery Proposed Annual Volume Revenue and Revenue Revenue Statistics Revenue at Fee Percent Fee D• n) Traffic Control Only LaborTime Burd'nd Ta rg'td Burd'nd At Targ'tc! Cost Proposed Cost Volume at Current at100% Proposed Increase or Decrease Increase or i) One Day 2.00 $ 169 $ 152 $ 338 $ 304 $ 290 86% $ 304 90% 88 $ 25,525 $ 29,783 $ 26,752 $ 14 5% ii)Two - Five Days 4.00 $ 169 $ 152 $ 677 $ 608 $ 580 86% $ 608 90% - $ 28 5% iii) Each Additional Day (Up to 10 Days) 2.00 $ 169 $ 152 $ 338 $ 304 $ 304 90% - iv) 11+Days 18.50 $ 169 $ 152 $ 3,131 $ 2,812 $ 2,683 86% $ 2,812 90% - $ 129 5% a)Cut/Bore 4.50 $ 169 $ 152 $ 762 $ 684 $ 1,378 181% $ 684 90% 3 $ 4,133 $ 2,285 $ 2,052 $ (694) -50% p) Driveway i) Residential 3.00 $ 169 $ 152 $ 508 $ 456 $ 145 29% $ 152 30% 21 $ 3,046 $ 10,661 $ 3,192 $ 7 5% ii) Commercial 6.50 $ 169 $ 152 $ 1,100 $ 988 $ 943 86% $ 988 90% - $ 45 5% q) Excavation I) First 100 Lineal Feet 4.50 $ 169 $ 152 $ 762 $ 684 $ 653 86% $ 684 90% 8 $ 5,221 $ 6,092 $ 5,472 $ 31 5% ii) Each Additional 100 Lineal Feet 1.00 $ 169 $ 152 $ 169 $ 152 $ 145 86% $ 152 90% - $ 7 5% r) Sidewalk i) First 100 Lineal Feet 6.50 $ 169 $ 152 $ 1,100 $ 988 $ 943 86% $ 988 90% 10 $ 9,427 $ 10,999 $ 9,880 $ 45 5% ii) Each Additional 100 Lineal Feet 2.00 $ 169 $ 152 $ 338 $ 304 $ 290 86% $ 304 90% 30 $ 8,702 $ 10,153 $ 9,120 $ 14 5% s) Sewer and Water 8.00 $ 169 $ 152 $ 1,354 $ 1,216 $ 1,160 86% $ 1,216 90% 10 $ 11,602 $ 13,538 $ 12,160 $ 56 5% t) Night Work 2.50 $ 169 $ 152 $ 423 $ 380 $ 363 86% $ 380 90% 3 $ 1,088 $ 1,269 $ 1,140 $ 17 5% 11 Research/Administrative a) Subdiv'n Improvement Agreem't (SIA) 12.00 $ 169 $ 152 $ 2,031 $ 1,824 $ 1,740 86% $ 1,824 90% 5 $ 8,702 $ 10,153 $ 9,120 $ 84 5% b)SIA - Time Extension 7.00 $ 169 $ 152 $ 1,185 $ 1,064 $ 1,015 86% $ 1,064 90% 5 $ 5,076 $ 5,923 $ 5,320 $ 49 5% c) Assignment & Assumptions Agreem't 13.00 $ 169 $ 152 $ 2,200 $ 1,976 $ 1,885 86% $ 1,976 90% 2 $ 3,771 $ 4,400 $ 3,952 $ 91 5% d) Flood Plain Research/FEMA App 6.00 $ 169 $ 152 $ 1,015 $ 912 $ 870 86% $ 912 90% $ 42 5% 12 Reactivation of Permit a) Reactivation of an Expired Permit 3.00 $ 169 $ 152 $ 508 $ 456 $ 435 86% $ 456 90% 3 $ 1,305 $ 1,523 $ 1,368 $ 21 5% 13 Technology Enhancement Fee Technology Enhancement Fee $ 169 $ 152 $ - $ - $ - 2.0% 14 Transportation Permits a) Annual 2.50 $ 169 $ 152 $ 423 $ 380 $ 90 21% $ 90 21% 15 $ 1,350 $ 6,346 $ 1,350 $ - 0% b) Single Event 1.50 $ 169 $ 152 $ 254 $ 228 $ 15 6% $ 16 6% 81 $ 1,215 $ 20,561 $ 1,296 $ 1 7% [a] Plan review fees for Precise Grading - Custom Home are identified as part of the Building fee schedule and are based on the lot size of the custom home. See Building fee schedule, Grading section. [b] Inspection fees for Precise Grading- Custom Homes and Tract Homes are identified as part of the Building fee schedule. See Building fee schedule, Grading section. [c) For PM10 annual permit. For permits required for less than one year, or portion of year, fees will be pro -rated based on the number of months permitted. 321 55 Calculation of the Costs of Providing Fee Related Services NPDES Ongoing Inspections 322 56 City of La Quinta Comprehensive Fee and Rate Study Calculation of Estimated Cost of Service and Cost Recovery Analysis - NPDES Inspections Contract Service Cost Contract Description Hazardous Waste/Materials Facilities $229 Food Establishment Facilities $137 In -House Staff Time (Per Year) Description Hours Per Year Target Hourly Rate 24 $152 Total Yearly Cost $3,648 Number of Facilities 221 Estimated Cost Per Facility $17 Estimated Cost of Service and Revenue Analysis at Full Cost Recovery (Part 1) Estimated Cost of Service and Revenue Analysis at Full Cost Recovery (Part 2) -Am Annual Fee Per or— Estimated Total Annual Business @ Full ir Facility Count Costs Cost Recovery Food Establishment Facilities 124 $5,444 $44 Hazardous Waste/Materials Facilities -3Yr 87 $8,077 $93 Hazardous Waste/Materials Facilities - 1Yr 10 $2,455 $246 Total 221 $15,977 $72 Cost Recovery Analysis Revenue Analysis Cost Recovery Analysis - Code Compliance Follow -Up, If Required Code Compliance Follow -Up, If Required I n/a 1 $103 1 n/a 1 $103 1 100% Input cells shaded in gray 323 57 Calculation of the Costs of Providing Fee Related Services Short -Term Vacation Rental Permit Fee 324 58 City of La Quinta Comprehensive Fee and Rate Study Calculation of Estimated Regulatory Costs of Administering the City's Short -Term Vacation Rental Program Estimated Labor Costs Estimated Direct Non -Labor Costs Associated with Regulation of the STVR Program STVR Consultant $42,500 Phone Service $5,000 Total $47,500 Estimated Departmental and Citywide Overhead Estimated Overhead 1 $151,986 1 35% 1 $53,195 Total Estimated Annual Regulatory Costs Description Labor $104,486 Non -Labor Svcs & Supplies $47,500 Departmental and Citywide Overhead $53,195 Total $205,181 Total Estimated Cost of Service for STVR Regulatory Efforts Associated with Registration and Monitoring (Assuming Varying Number of Registered Units) Estimated Revenue Impact Assuming Various Fee Scenarios (Assuming 1,100 Registrations) Current Proposed De Count=-IrCurrent Fee Proposed Fee Revenue Revenue Difference 1,100 Registrations (No Fee Change) 1,100 $25 $25 $27,500 $27,500 $0 1,100 Registrations (@ 50% Cost Recovery) 1,100 $25 $93 $27,500 $102,590 $75,090 1,100 Registrations (@ 100%Cost Recovery) 1,100 $25 $187 $27,500 $205,181 $177,681 325 59 Calculation of the Costs of Providing Fee Related Services Vehicle Impound Cost Recovery (VICR) 326 60 City of La Quinta Vehicle Impound Cost Recovery Fee Calculation of Estimated Cost of Service and Cost Recovery Analysis Cost of Service Calculation Deputy 1.00 x $149 = $149 Office Assistant 0.50 x $32 = $16 Sergeant 0.25 x $98 = $24 ISB Operator 0.25 x $38 = $9 Accounting Technician 0.25 x $36 = $9 Total 2.25 x varies = $208 Source: Labor time and hourly rate information provided by City of La Quinta Police Department Cost Recovery Analysis Input cells shaded in gray 327 61 Working Version of the Master Fee Schedule 328 62 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Working Version of the Master Fee Schedule ee Description Permit Current Fee PC Total Current Permit Cost Recovery PC Total Permit Proposed Fee PC Total Proposed Permit Cost Recovery PC Total Permit Issuance 1 Permit Issuance (Mechanical, Plumbing, Electrical) $ 92 $ 92 95% 95% $ 96 $ 96 100% 100% Mechanical 2 Installation or relocation of each forced -air or gravity -type $ 36 $ 24 $ 60 95% 95% 95% $ 38 $ 25 $ 63 100% 100% 100% furnace or burner, including ducts and vents attached to such appliance 3 Installation or relocation of each suspended heater, recessed $ 24 $ 12 $ 36 95% 95% 95% $ 25 $ 13 $ 38 100% 100% 100% wall heater, or floor -mounted unit heater 4 Repair of, alteration of, or addition to each heating appliance, $ 12 $ 5 $ 17 95% 95% 95% $ 13 $ 5 $ 18 100% 100% 100% refrigeration unit, cooling unit, absorption unit, or each heating, cooling, absorption, or evaporative cooling system, including installation of controls regulated by the UMC 5 Installation or relocation of each boiler, condenser, compressor, $ 36 $ 24 $ 60 95% 95% 95% $ 38 $ 25 $ 63 100% 100% 100% or each absorption system 6 Air -handling unit, including attached ducts $ 36 $ 12 $ 48 95% 95% 95% $ 38 $ 13 $ 51 100% 100% 100% 7 Evaporative cooler, other than portable -type $ 12 $ 12 $ 24 95% 95% 95% $ 13 $ 13 $ 25 100% 100% 100% 8 Ventilation fan connected to a single -duct $ 12 $ 5 $ 17 95% 95% 95% $ 13 $ 5 $ 18 100% 100% 100% 9 Installation of each hood which is served by mechanical exhaust, $ 12 $ 5 $ 17 95% 95% 95% $ 13 $ 5 $ 18 100% 100% 100% including the ducts for such hood 10 Each appliance or piece of equipment not classified in other $ 36 $ 36 $ 73 95% 95% 95% $ 38 $ 38 $ 76 100% 100% 100% appliance categories, or for which no other fee is listed Mechanical Change -Out 11 Condenser Only n/a n/a n/a $ 38 $ 25 $ 63 100% 100% 100% 12 Furnace Only n/a n/a n/a $ 38 $ 25 $ 63 100% 100% 100% 13 Other Equipment n/a n/a n/a $ 38 $ 38 $ 76 100% 100% 100% 14 Packaged Unit n/a n/a n/a $ 38 $ 25 $ 63 100% 100% 100% 15 Repair/Alteration n/a n/a n/a $ 13 $ 5 $ 18 100% 100% 100% 16 Split -System n/a n/a n/a $ 38 $ 76 $ 114 100% 100% 100% Plumbing 17 Each plumbing fixture or trap or set of fixtures on one trap $ 12 $ 12 $ 24 95% 95% 95% $ 13 $ 13 $ 25 100% 100% 100% (including water, drainage piping, and backflow protection) 18 Sewer Connection / Septic Abandonment $ 12 $ 12 $ 24 48% 68% 56% $ 25 $ 18 $ 43 100% 100% 100% 19 Rainwater systems, per drain (inside building) $ 12 $ 12 $ 24 95% 95% 95% $ 13 $ 13 $ 25 100% 100% 100% 20 Water heater and/or vent $ 12 $ 7 $ 19 95% 95% 95% $ 13 $ 8 $ 20 100% 100% 100% 21 Industrial waste pretreatment interceptor including its trap and $ 36 $ 12 $ 48 95% 95% 95% $ 38 $ 13 $ 51 100% 100% 100% vent, excepting kitchen -type grease interceptors functioning as fixture traps 22 Installation, alteration, or repair of water piping and/or water- $ 12 $ 12 $ 24 95% 95% 9544> $ 13 $ 13 $ 25 100% 100% 100% treating equipment, drainage or vent piping, each fixture $ 4 5% $ 3 5% $ 2 5% $ 1 5% $ 3 5% $ 2 5% $ 1 5% $ 1 5% $ 1 5% $ 3 5% $ 11 5% $ 19 78% $ 1 5% $ 1 5% $ 2 5% $ 1 5% 329 63 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Working Version of the Master Fee Schedule Fee Current Cost Recovery Proposed Fee Proposed Cost Recovery �- 23 DescriptionCurrent Backflow protective device other than atmospheric -type $ 12 $ 5 $ 17 95% 95% 95% $ 13 $ 5 $ 18 100% 100% 100% $ 1 S% vacuum breakers 24 Gas piping system - 1 to 4 outlets $ 12 $ 24 $ 36 95% 95% 95% $ 13 $ 25 $ 38 100% 100% 100% $ 2 5% 25 Gas piping system - 5 or more outlets $ 36 $ 24 $ 60 95% 95% 95% $ 38 $ 25 $ 63 100% 100% 100% $ 3 5% 26 Solar (Thermal) n/a n/a n/a $ 25 $ 25 $ 51 100% 100% 100% Electrical New Construction 27 Residential - First 1,000 SF $ 145 $ 48 $ 193 95% 95% 95% $ 152 $ 50 $ 202 100% 100% 100% $ 9 5% (includes livable and non -livable SF) 28 Residential - Each Additional 1,000 SF $ 12 $ 5 $ 17 95% 95% 95% $ 13 $ 5 $ 18 100% 100% 100% $ 1 5% (includes livable and non -livable SF) 29 Non -Residential - First 2,000 SF $ 109 $ 84 $ 193 9S% 95% 95% $ 114 $ 88 $ 202 100% 100% 100% $ 9 5% 30 Non -Residential - Each Additional 2,000 SF $ 36 $ 10 $ 46 95% 95% 95% $ 38 $ 10 $ 48 100% 100% 100% $ 2 5% Solar (Photovoltaic) 31 Solar (PV) Less than 101<W n/a n/a n/a $ 25 $ 25 $ 51 100% 100% 100% 32 Solar (PV) Greater than 10kW n/a n/a n/a $ 38 $ 38 $ 76 100% 100% 100% 33 Each Additional String (<20) n/a n/a n/a $ 3 $ 1 $ 3 100% 100% 100% Receptacle, Switch, and Lighting Outlets 34 Receptacle, switch, lighting, or other outlets at which current is $ 24 $ 24 $ 48 95% 95% 95% $ 25 $ 25 $ 51 100% 100% 100% $ 2 5% used or controlled, except services, feeders, and meters - first 20 35 Receptacle, switch, lighting, or other outlets at which current is $ 2 $ 1 $ 3 95% 95% 95% $ 3 $ 1 $ 3 100% 100% 100% $ 0 5% used or controlled, except services, feeders, and meters - each additional Lighting Fixtures 36 Lighting fixtures, sockets, or other lamp -holding devices - first 20 $ 24 $ 24 $ 48 95% 95% 95% $ 25 $ 25 $ 51 100% 100% 100% $ 2 5% 37 Lighting fixtures, sockets, or other lamp -holding devices - each $ 2 $ 1 $ 3 95% 95% 95% $ 3 $ 1 $ 3 100% 100% 100% $ 0 5% add'I 38 Pole or platform -mounted light replacement, repair or $ 24 $ 24 $ 48 95% 95% 95% $ 25 $ 25 $ 51 100% 100% 100% $ 2 5% alteration - first 10 39 Pole or platform -mounted light replacement, repair or n/a n/a n/a $ 3 $ 1 $ 3 100% 100% 100% alteration - each additional Residential Appliances 40 Fixed residential appliances or receptacle outlets for same, $ 12 $ 12 $ 24 95% 95% 95% $ 13 $ 13 $ 25 100% 100% 100% $ 1 5% including wall -mounted electric ovens; counter -mounted cooking tops; electric ranges; self-contained room, console, or through -wall air conditioners; space heaters; food waste grinders; dishwashers; washing machines; water heaters; clothes dryers; or other motor -operated appliances not exceeding one horsepower (HP) in rating, each 330 64 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Mechanical, Plumbing, and Electrical Permits Working Version of the Master Fee Schedule Non -Residential Appliances 41 Residential appliances and self-contained, factory -wired, non- residential appliances not exceeding one horsepower (HP), kilowatt (KW) , or kilovolt ampere (KVA) in rating, including medical and dental devices; food, beverage, and ice cream cabinets; illuminated show cases; drinking fountains; vending machines; laundry machines; or other similar types of equipment, each Power Apparatus 42 Motors, generators, transformers, rectifiers, synchronous converters, capacitors, industrial heating, air conditioners and heat pumps, cooking or baking equipment, and other apparatus, each Signs, Outline Lighting, and Marquees 43 Signs, outline lighting systems, or marquees, each 44 Services, each Temporary Power Services 45 Temporary service power pole or pedestal, including all pole or pedestal -mounted receptacle outlets and appurtenances, each Miscellaneous Apparatus, Conduits, and Conductors 46 Electrical apparatus, conduits, and conductors for which a permit is required, but for which no fee is identified Permit $ 24 Current Fee PC $ 24 Total $ 48 Current Permit 95% Cost Recovery PC 95% Total 95% Permit $ 25 Proposed Fee PC $ 25 Total $ 51 Proposed Permit 100% Cost Recovery PC 100% Total 100% $ 24 $ 24 $ 48 95% 95% 95% $ 25 $ 25 $ 51 100% 100% 100% $ 36 $ 48 $ 85 95% 95% 95% $ 38 $ 51 $ 89 100% 100% 100% $ 24 $ 12 $ 36 95% 95% 95% $ 25 $ 13 $ 38 100% 100% 100% $ 24 $ 17 $ 41 95% 95% 95% $ 25 $ 18 $ 43 100% 100% 100% $ 24 $ 24 $ 48 95% 95% 95% $ 25 $ 25 $ 51 100% 100% 100% 1 $ 21 5% 1 $ 21 5% 1 $ 41 5% 1 $ 21 s% 1 $ 21 s% 1 $ 21 s% 331 65 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Working Version of the Master Fee Schedule Current Fee Current Cost Recovery Proposed �- ee Description Antenna Permit PC Total Permit PC Total Permit PC Total Permit PC Total 1 Dish > 2 Ft $ 36 $ 133 $ 170 95% 95% 95% $ 38 $ 140 $ 178 100% 100% 100% $ 8 5% 2 Cellular/Mobile Phone $ 145 $ 206 $ 351 95% 95% 95% $ 152 $ 216 $ 368 100% 100% 100% $ 17 5% 3 Equipment Shelter $ 36 $ 97 $ 133 95% 95% 95% $ 38 $ 102 $ 140 100% 100% 100% $ 6 5% Appeal 4 Appeal Bill Hourly 95% bill hourly (1 hour min.) Awning/Canopy (Supported by Building) 5 Awning/Canopy $ 15 $ 206 $ 220 95% 95% 95% $ 15 $ 216 $ 231 100% 100% 100% $ it 5% Balcony Addition 6 Balcony Addition $ 145 $ 170 $ 315 95% 95% 95% $ 152 $ 178 $ 330 100% 100% 100% $ 15 5% Block Wall 7 Block Wall - First 100 LF n/a n/a n/a $ 51 $ 63 $ 114 100% 100% 100% 8 Block Wall - Each Addt'I 50 LF n/a n/a n/a $ 15 $ 15 100% 100% 9 Retaining / Combination Wall - Each 50 LF n/a n/a n/a $ 15 $ 15 100% 100% Carport 10 Carport - First $ 73 $ 97 $ 170 95% 95% 95% $ 76 $ 102 $ 178 100% 100% 100% $ 8 5% 11 Carport - Each Additional $ 73 $ 39 $ 111 95% 95% 95% $ 76 $ 41 $ 117 100% 100% 100% $ 5 5% Compliance Survey/Special Inspection 12 Compliance Survey/Special Inspection $ 73 $ 181 $ 254 95% 95% 95% $ 76 $ 190 $ 266 100% 100% 100% $ 12 5% Demolition 13 Demolition $ 25 $ 87 $ 112 95% 95% 95% $ 26 $ 91 $ 117 100% 100% 100% $ 5 5% 14 Demolition - Interior $ 36 $ 97 $ 133 95% 95% 95% $ 38 $ 102 $ 140 100% 100% 100% $ 6 5% 15 Demolition - Exterior $ 36 $ 109 $ 145 95% 95% 95% $ 38 $ 114 $ 152 100% 100% 100% $ 7 5% Fence 16 Fence - First 100 LF $ 48 $ 61 $ 109 95% 95% 95% $ 50 $ 64 $ 114 100% 100% 100% $ 5 5% 17 Fence - Each Additional 50 LF $ 15 $ 15 95% 95% $ 15 $ 15 100% 100% $ 1 5% Fireplace 18 Fireplace $ 145 $ 218 $ 363 95% 95% 95% $ 152 $ 228 $ 380 100% 100% 100% $ 17 5% Flag/Lighting Pole 19 Flag/Lighting Pole - First $ 36 $ 97 $ 133 95% 95% 95% $ 38 $ 102 $ 140 100% 100% 100% $ 6 5% 20 Flag/Lighting Pole - Each Additional $ 15 $ 4 $ 19 95% 95% 95% $ 15 $ 5 $ 20 100% 100% 100% $ 1 5% Grading 21 Residential Precise Grading (Tract Homes) - Per Home $ 133 [a] varies 88% [a] varies $ 140 [a] $ 140 92% 92% 22 Residential Precise Grading (Custom Home) - Lot <= 7,000 SF $ 36 $ 36 $ 73 95% 95% 95% $ 38 $ 38 $ 76 100% 100% 100% $ 3 5% 23 Residential Precise Grading (Custom Home) - Lot> 7,000 SF $ 36 $ 181 $ 218 95% 87% 89% $ 38 $ 190 $ 228 100% 92% 93% $ 10 5% Partition 24 Partition $ 73 $ 133 $ 206 95% 95% 95% $ 76 $ 140 $ 216 100% 100% 100% $ 10 5% Patio Cover / Covered Porch / Lattice 25 Standard, Open, Pre -Engineered (First) $ 97 $ 96 $ 193 95% 95% 95% $ 102 $ 100 $ 202 100% 100% 100% $ 9 5% 26 Standard, Enclosed, Pre -Engineered (First) $ 97 $ 132 $ 229 95% 95% 95% $ 102 $ 138 $ 240 100% 100% 100% $ 11 5% 27 Special Design (First) $ 133 $ 168 $ 302 95% 95% 95% $ 140 $ 176 $ 316 100% 100% 100% $ 14 5% 28 Each Additional n/a n/a n/a $ 51 $ 38 $ 89 100% 100% 100% 332 66 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Working Version of the Master Fee Schedule :ee Description Permit Fee PC Total Current Permit Cost Recovery PC Total Permit ProposedCurrent PC Total Permit PC Total Pool / Spa 29 Swimming Pool/Spa $ 181 $ 99 $ 280 95% 95% 95% $ 190 $ 103 $ 293 100% 100% 100% 30 Detached Spa / Water Feature n/a n/a n/a $ 190 $ 190 100% 100% 31 Gunite Alteration n/a n/a n/a $ 190 $ 103 $ 293 100% 100% 100% 32 Equipment Changeout Alone n/a n/a n/a $ 25 $ 96 $ 122 100% 100% 100% Remodel 33 Non -Structural Review- Up to 100 SF $ 49 $ 135 $ 184 95% 95% 95% $ 52 $ 141 $ 193 100% 100% 100% 34 Non -Structural Review - Each Additional 500 SF $ 22 $ 17 $ 39 95% 95% 95% $ 23 $ 18 $ 41 100% 100% 100% 35 Structural Review varies varies varies bill hourly (1 hour min.) Replacement of Plans/Job Card 36 Replacement of Job Copy of Approved Plans $ 206 $ 206 95% 95% $ 216 $ 216 100% 100% 37 Replacement of Inspection Record Card $ 36 $ 36 95% 95% $ 38 $ 38 100% 100% Re -Roof 38 Re -Roof - Up to 2,000 SF $ 49 $ 99 $ 148 95% 95% 95% $ 52 $ 103 $ 155 100% 100% 100% 39 Re -Roof - Each Additional 1,000 SF $ 12 $ 12 95% 95% $ 12 $ 12 100% 100% Room Addition 40 Room Addition - Up to 100 SF $ 122 $ 171 $ 293 95% 95% 95% $ 128 $ 179 $ 307 100% 100% 100% 41 Room Addition - Each Additional 500 SF $ 62 $ 17 $ 80 95% 95% 95% $ 65 $ 18 $ 84 100% 100% 100% Sign 42 Monument Sign - First $ 73 $ 133 $ 206 95% 95% 95% $ 76 $ 140 $ 216 100% 100% 100% 43 Monument Sign - Each Additional $ 25 $ 25 95% 95% $ 26 $ 26 100% 100% 44 Wall/Awning Sign - First $ 25 $ 87 $ 112 95% 95% 95% $ 26 $ 91 $ 117 100% 100% 100% 45 Wall/Awning Sign - Each Additional $ 25 $ 25 $ 49 95% 95% 95% $ 26 $ 26 $ 52 100% 100% 100% Storage Racks 46 Storage Racks - First 100 LF $ 25 $ 96 $ 120 95% 95% 95% $ 26 $ 100 $ 126 100% 100% 100% 47 Storage Racks - Each Additional 100 LF $ 12 $ 12 95% 95% $ 12 $ 12 100% 100% Stucco Application 48 Stucco Application - First 500 SF $ 25 $ 74 $ 99 95% 95% 95% $ 26 $ 78 $ 103 100% 100% 100% 49 Stucco Application - Each Additional 500 SF $ 7 $ 7 95% 95% $ 8 $ 8 100% 100% Temporary Trailer 50 Temporary Trailer $ 73 $ 73 95% 95% $ 76 $ 76 100% 100% Utility Release 51 Electrical Utility Release n/a n/a n/a $ 76 $ 76 100% 100% Window / Sliding Glass Door / Other Fenestration 52 Retrofit/Repair - Up to 7 $ 61 $ 110 $ 171 95% 177% 135% $ 64 $ 62 $ 126 100% 100% 100% 53 Retrofit/Repair - Each Additional 5 $ 10 $ 12 $ 22 95% 204% $ 11 $ 11 100% 100% 54 New/Alteration - First $ 61 $ 59 $ 120 60% 51% 55% $ 101 $ 116 $ 217 100% 100% 100% 55 New/Alteration - Each Additional $ 10 $ 10 95% 44% $ 11 $ 12 $ 23 100% 100% 100% Administrative Plan Check Initial Deposit - For Various Non -OTC Items 56 a) Miscellaneous Items n/a n/a n/a $ 152 $ 152 100% 100% 57 b) New Construction n/a n/a n/a varies 58 Plan Check/ Permit Extension Processing $ 97 $ 97 9 5 1 $ 102 $ 102 100% 100% $ 9 5% $ 2 5% $ 10 5% $ 2 5% $ 7 5% $ 1 5% $ 14 5% $ 4 5% $ 10 5% $ 1 5% $ 5 5% $ 2 5% $ 6 5% $ 1 5% $ 5 5% $ 0 5% $ 31 5% $ (45) -26% $ (11) -51% $ 96 80% $ 13 125% $ 51 s% 333 67 City of La Quinta Comprehensive Fee and Rate Study Building Fees - Miscellaneous Items Working Version of the Master Fee Schedule 59 Change of Contractor, Architect, Owner Processing I $ 971 $ 97 60 Request/Research for Alternative Methods/Product Review Bill Hourly-1 Hour Minimum 61 Temporary Certificate of Occupancy $ 133 $ 133 62 Disabled Access Compliance Inspection $ 145 $ 145 63 Re -inspection Fee $ 73 $ 73 64 Investigation Fee for Work Commenced Without a Permit equal to permit fee $ 102I $ 102 bill hourly (1 hour min.) $ 140 $ 140 $ 152 $ 152 $ 76 $ 76 equal to permit fee Increase or (Decrease) Fee Percent 11 334 68 City of La Quinta Comprehensive Fee and Rate Study Building Fees - New Construction Fees Working Version of the Master Fee Schedule New Construction 1 $1-$500 2 $501- $2,000 3 $2,001- $10,000 4 $10,001- $25,000 5 $25,001- $200,000 6 $200,000 - $1,000,000 7 $1,000,000 and up Plan Check - Multiple Structures - Each Add'I 8 Valuation - All Valuations * When multiple identical units are submitted for review and permitted at the same time, the plan check time for the first unit shall be based on the new construction times above. Assume 20 minutes of plan check time for each additional unit. 335 69 City of La Quinta Comprehensive Fee and Rate Study Planning Fees Working Version of the Master Fee Schedule Temporary Use 1 Temporary Use Permit- Minor (Standard) flat fee $ 200 20% $ 250 25% $ 50 25% 2 Temporary Use Permit - Minor bill per hour, with base fee n/a n/a $ 250 77% n/a n/a (Requests Requiring Additional Effort) 3 Temporary Use Permit- Major (Standard) flat fee $ 1,740 68% $ 1,976 77% $ 236 14% (Events greater than 200 people) 4 Temporary Use Permit- Major bill per hour, with base fee n/a n/a $ 1,976 77% n/a n/a (Requests Requiring Additional Effort) Minor Use 5 Minor Use Permit flat fee $ 200 13% $ 250 16% $ 50 25% 6 Minor Use Permit -Amendment flat fee $ 200 20% $ 225 23% $ 25 13% Conditional Use 7 Conditional Use Permit bill per hour, with base fee $ 4,025 53% $ 5,827 77% $ 1,802 45% 8 Conditional Use Permit - Planned Unit Dev. bill per hour, with base fee $ 4,025 53% $ 5,827 77% $ 1,802 45% 9 Conditional Use Permit - Amendment bill per hour, with base fee $ 1,885 51% $ 2,837 77% $ 952 50% 10 Conditional Use Permit -Time Extension flat fee $ 1,378 67% $ 1,596 77% $ 218 16% Site Development 11 Development Agreement bill per hour, with base fee $ 1,885 51% $ 2,837 77% $ 952 50% 12 Site Development Permit - Planning Commission bill per hour, with base fee $ 5,656 54% $ 8,107 77% $ 2,450 43% 13 Site Development Permit - Administrative bill per hour, with base fee $ 5,656 63% $ 6,891 77% $ 1,234 22% 14 Site Development Permit - Amendment bill per hour, with base fee $ 2,901 53% $ 4,256 77% $ 1,355 47% 15 Site Development Permit - Time Extension flat fee $ 1,378 67% $ 1,596 77% $ 218 16% 16 Modification by Applicant bill per hour, with base fee $ 290 14% $ 304 77% $ 14 5% 17 Minor Adjustment bill per hour, with base fee $ 290 20% $ 304 77% $ 14 5% 18 Variance bill per hour, with base fee $ 1,378 50% $ 2,128 77% $ 750 54% Landscape Plan 19 Final Landscape Plan - Minor flat fee $ 580 59% $ 760 77% $ 180 31% (Minor rehab not exceeding 8,000 SF) 20 Final Landscape Plan - Major flat fee $ 1,450 67% $ 1,672 77% $ 222 15% Signs 21 A -Frame Sign Permit flat fee $ 0 n/a $ 0 n/a n/a 22 Sign Permit flat fee $ 200 29% $ 250 36% $ 50 25% 23 Sign Program bill per hour, with base fee $ 2,212 64% $ 2,685 77% $ 474 21% 24 Sign Program Amendment bill per hour, with base fee $ 725 61% $ 912 77% $ 187 26% Zoning 25 Zone Change bill per hour, with base fee $ 6,236 55% $ 8,715 77% $ 2,478 40% 26 Director's Determination flat fee $ 200 25% $ 250 32% $ 50 25% 27 Certificate of Compliance flat fee $ 200 20% $ 250 25% $ 50 25% 28 Zoning Letter - Basic Property Information flat fee $ 200 41% $ 250 51% $ 50 25% 29 Zoning Letter - Basic Property Information with Additional flat fee n/a n/a $ 1,292 77% n/a n/a Research Required 30 Zoning Text Amendment bill per hour, with base fee $ 6,236 54% $ 8,917 77% $ 2,681 43% 336 70 City of La Quinta Comprehensive Fee and Rate Study Planning Fees Working Version of the Master Fee Schedule Street Name Change 31 Street Name Change flat fee $ 1,523 67% $ 1,748 77% $ 225 15% Historical Structures 32 Landmark Designation/Cert of Appropriateness flat fee $ 1,000 39% $ 1,250 49% $ 250 25% Environmental Review 33 Environmental Assessment flat fee $ 290 49% $ 456 77% $ 166 57% 34 Recordation of Exemption flat fee $ 73 37% $ 152 77% $ 79 110% 35 Initial Study (ND/MND) bill per hour, with base fee $ 1,450 37% $ 3,040 77% $ 1,590 110% 36 Environmental Impact Report bill per hour, with base fee $ 5,000 46% $ 8,360 77% $ 3,360 67% General/Specific Plan 37 Specific Plan bill per hour, with base fee $ 6,381 50% $ 9,931 77% $ 3,549 56% 38 Specific Plan -Amendment bill per hour, with base fee $ 2,393 42% $ 4,357 77% $ 1,964 82% 39 General Plan Amendment bill per hour, with base fee $ 6,236 49% $ 9,728 77% $ 3,492 56% Map 40 Tentative Parcel Map bill per hour, with base fee $ 3,481 60% $ 4,459 77% $ 978 28% 41 Tentative Parcel Map - Waiver flat fee $ 1,233 83% $ 1,140 77% $ (93) -8% 42 Tentative Parcel Map -Amendment bill per hour, with base fee $ 2,067 59% $ 2,685 77% $ 619 30% 43 Tentative Parcel Map - Revision bill per hour, with base fee $ 2,067 59% $ 2,685 77% $ 619 30% 44 Tentative Parcel Map - Time Extension flat fee $ 725 61% $ 912 77% $ 187 26% 45 Tentative Tract Map bill per hour, with base fee $ 5,656 57% $ 7,600 77% $ 1,944 34% 46 Tentative Tract Map - Amendment bill per hour, with base fee $ 2,719 58% $ 3,597 77% $ 878 32% 47 Tentative Tract Map - Revision bill per hour, with base fee $ 2,719 58% $ 3,597 77% $ 878 32% 48 Tentative Tract Map - Time Extension (CC or PC) flat fee $ 1,523 67% $ 1,748 77% $ 225 15% 49 Tentative Tract Map -Time Extension (Admin) flat fee $ 798 62% $ 988 77% $ 190 24% 50 Tentative Condominium Map bill per hour, with base fee $ 3,916 40% $ 7,600 77% $ 3,684 94% 51 Amended Final Parcel Map (Entitlement Support) bill per hour, with base fee $ 3,481 71% $ 3,800 77% $ 319 9% 52 Amended Final Tract Map (Entitlement Support) bill per hour, with base fee $ 5,656 72% $ 6,080 77% $ 424 7% Scanning 53 Scanning Fee flat fee $ 145 74% $ 1S2 77% $ 7 5% Appeal 55 Appeal flat fee $ 1,595 68% $ 1,500 63% $ (95) -6% [a] In addition to the fee shown for Development Agreement, the City shall collect a $2,000 initial deposit to offset City Attorney costs. * The following fees are proposed to be removed from the fee schedule: Conditional Use Permit -Administrative; Village Use Permit; Village Site Development Permit; Village Use Permit - Amendment; Village Use Permit - Time Extension 337 71 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Working Version of the Master Fee Schedule Land Subdivision 1 Parcel Map: a) Final Parcel Map i) Initial Sheet per sheet $ 1,668 86% S 1,748 90% $ 80 5% ii) Each Additional Sheet per sheet $ 508 86% S 532 90% $ 24 5% b) Final Parcel Map -Amendment i) Initial Sheet per sheet $ 1,668 86% $ 1,748 90% $ 80 5% ii) Each Additional Sheet per sheet $ 508 86% $ 532 90% $ 24 5% c) Substantial Conformance Review i) Initial Sheet per sheet $ 2,502 86% $ 2,622 90% $ 120 5% ii) Each Additional Sheet per sheet $ 1,160 86% $ 1,216 90% $ 56 5% 2 Tract Map: a) Final Tract Map i) Initial Sheet per sheet $ 1,813 86% $ 1,900 90% $ 87 5% ii) Each Additional Sheet per sheet $ 580 96% $ 608 90% $ 28 5% b) Final Tract Map -Amendment I) Initial Sheet per sheet $ 1,813 86% $ 1,900 90% $ 87 5% ii) Each Additional Sheet per sheet $ 580 86% $ 608 90% $ 28 5% c) Substantial Conformance Review i) Initial Sheet per sheet $ 2,502 86% S 2,622 90% $ 120 5% ii) Each Additional Sheet per sheet $ 1,160 86% S 1,216 90% $ 56 5% 3 Reversion to Acreage: a) Initial Sheet per sheet $ 1,958 86% 5 2,052 90% $ 94 5% b) Each Additional Sheet per sheet $ 435 86% S 456 90% $ 21 5% 4 Lot Line Adjustment/Parcel Merger a) Lot Line Adjustment per request $ 1,450 86% $ 1,520 90% $ 70 5% b) Parcel Merger per request $ 1,450 86% $ 1,520 90% $ 70 5% 5 Street Dedication/Vacation a) Land Action Documents per request $ 1,632 86% $ 1,710 90% $ 78 5% b) Vacation of Street/Public ROW per request $ 2,030 86% $ 2,128 90% $ 98 5% 6 Land Survey a) Record of Survey per request $ 471 86% S 494 90% $ 23 5% b) Certificate of Correction per request $ 616 86% S 646 90% $ 30 5% Grading / Project Improvements 7 Plan Review (First 3 Reviews): a) Rough Grading i) Initial Sheet per sheet $ 1,342 86% $ 1,406 90% $ 64 5% ii) Each Additional Sheet per sheet $ 725 86% $ 760 90% $ 35 5% iii) Revisions - Initial Sheet per sheet $ 1,033 86% $ 1,084 90% $ 50 5% iv) Revisions - Each Additional Sheet per sheet $ 725 86% $ 760 90% $ 35 5% 338 72 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Working Version of the Master Fee Schedule Fee Description b) Precise Grading - Commercial Unit - Proposed Fee Fee Change Percent C� i) Initial Sheet per sheet $ 1,632 86% $ 1,710 90% $ 78 5% ii) Each Additional Sheet per sheet $ 1,015 86% $ 1,064 90% $ 49 5% iii) Revisions -Initial Sheet per sheet $ 1,323 86% $ 1,388 90% $ 64 5% iv) Revisions - Each Additional Sheet per sheet $ 1,015 86% $ 1,064 90% $ 49 5% c) Precise Grading - Tract Homes i) Initial Sheet per sheet $ 943 86% $ 988 90% 5 45 5% ii) Each Additional Sheet per sheet $ 181 86% 5 190 90% $ 9 5% iii) Revisions - Initial Sheet per sheet $ 562 86% $ 590 90% $ 28 5% iv) Revisions - Each Additional Sheet per sheet $ 181 86% $ 190 90% $ 9 5% d) Precise Grading - Custom Home e) PM10 I) Initial Sheet per sheet $ 507 32% 5 550 35% $ 43 8% ii) Each Additional Sheet per sheet iii) Revisions - Initial Sheet per sheet $ 380 32% S 425 35% $ 45 12% iv) Revisions - Each Additional Sheet per sheet f) Street Improvements i) Initial Sheet per sheet $ 1,487 86% $ 1,558 90% $ 71 5% ii) Each Additional Sheet per sheet $ 870 86% $ 912 90% $ 42 5% iii) Revisions - Initial Sheet per sheet $ 1,178 86% $ 1,236 90% $ 57 5% iv) Revisions - Each Additional Sheet per sheet $ 870 86% $ 912 90% $ 42 5% g) Storm Drain i) Initial Sheet per sheet $ 1,487 86% $ 1,558 90% $ 71 5% ii) Each Additional Sheet per sheet $ 870 86% $ 912 90% $ 42 5% iii) Revisions - Initial Sheet per sheet $ 1,178 86% $ 1,236 90% $ 57 5% iv) Revisions - Each Additional Sheet per sheet $ 870 86% $ 912 90% $ 42 5% h) Signing and Striping i) Initial Sheet per sheet $ 1,342 86% $ 1,406 90% $ 64 5% ii) Each Additional Sheet per sheet $ 725 86% $ 760 90% $ 35 5% iii) Revisions - Initial Sheet per sheet $ 1,033 86% $ 1,084 90% $ 50 5% iv) Revisions - Each Additional Sheet per sheet $ 725 86% $ 760 90% $ 35 5% i) Traffic Signal i) Initial Sheet per sheet $ 1,197 86% $ 1,254 90% $ 57 5% ii) Each Additional Sheet per sheet $ 580 86% $ 608 90% $ 28 5% iii) Revisions - Initial Sheet per sheet $ 888 86% $ 932 90% $ 43 5% iv) Revisions - Each Additional Sheet per sheet $ 580 86% $ 608 90% $ 28 5% j) Sidewalk I) Initial Sheet per sheet $ 1,051 86% $ 1,102 90% 5 51 5% ii) Each Additional Sheet per sheet $ 435 86% $ 456 90% $ 21 5% iii) Revisions - Initial Sheet per sheet $ 743 86% $ 780 90% $ 36 5% iv) Revisions - Each Additional Sheet per sheet $ 435 86% $ 456 90% $ 21 5% 339 73 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Working Version of the Master Fee Schedule k) Traffic Control Plan 1) Record Drawings Review I) Initial Sheet ii) Each Additional Sheet m) Hydrology Report i) Revisions n) Traffic Study o) WQMP Report i) With Prior Entitlement ii) Without Prior Entitlement iii) Revisions p) SWPPP I) Revisions q) Sewer and Water I) Initial Sheet ii) Each Additional Sheet iii) Revisions - Initial Sheet iv) Revisions - Each Additional Sheet 8 Plan Review (>3 Reviews) 9 Expedited Plan Review Fee 10 Permit Inspection a) Rough Grading i) First 3 Acres ii) Each Additional Acre b) Precise Grading i) First 3 Acres ii) Each Additional Acre c) Precise Grading - Tract Homes d) Precise Grading - Custom Homes e) PM10 i) < 10 Acres ii) 10 - 50 Acres iii) 51- 200 Acres iv) > 200 Acres f) Street Improvements - Off -Site i) First 1,000 LF ii) Each Additional 1,000 LF g) Street Improvements - On -Site i) First 1,000 LF ii) Each Additional 1,000 LF persheet 1 1$ 73 11 86% 1 1$ 76 persheet $ 761 86% $ 798 persheet $ 145 86% $ 152 per report $ 1,559 86% $ 1,634 per report $ 725 86% $ 760 perstudy $ 1,197 86% $ 1,254 per report $ 1,414 86% $ 1,482 per report $ 1,704 86% $ 1,786 per report $ 725 86% $ 760 per plan $ 1,632 86% $ 1,710 per plan $ 580 86% $ 608 persheet $ 1,015 86% $ 1,064 persheet $ 435 86% $ 456 persheet $ 725 86% $ 760 persheet $ 435 86% $ 456 perhour $ 145 86% $ 152 n/a n/a 1.5x standard fee $ 2,901 86% $ 3,040 $ 363 86% $ 380 $ 2,901 86% $ 3,040 $ 363 86% $ 380 $ 3,481 86% $ 3,648 $ 5,221 86% $ 5,472 $ 6,961 86% $ 7,296 $ 10,442 86% $ 10,944 $ 4,641 86% $ 4,864 $ 2,611 86% $ 2,736 $ 3,191 86% $ 3,344 $ 1,740 86% $ 1,824 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% varies 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% 90% lFee Change Percent( $ 37 5% $ 7 5% $ 75 5% $ 35 5% $ 57 5% $ 68 5% $ 82 5% $ 35 5% $ 78 5% $ 28 5% $ 49 5% $ 21 5% $ 35 5% $ 21 5% $ 7 5% n/a n/a $ 139 5% $ 17 5% $ 139 5% $ 17 5% $ 167 5% $ 251 5% $ 335 5% $ 502 5% $ 223 5% $ 125 5% $ 153 5% $ 84 5% 340 74 City of La Quinta Comprehensive Fee and Rate Study Public Works Fees Working Version of the Master Fee Schedule h) Storm Drain i) First 1,000 LF $ 1,740 86% $ 1,824 90% $ 84 5% ii) Each Additional 1,000 LF $ 870 86% $ 912 90% $ 42 5% i) Signing and Striping I) First 1,000 LF $ 1,450 86% $ 1,520 90% $ 70 5% ii) Each Additional 1,000 LF $ 435 86% $ 456 90% $ 21 5% j) Traffic Signal $ 3,191 86% $ 3,344 90% $ 153 5% k) NPDES $ 1,740 86% $ 1,824 90% $ 84 5% 1) Bond Reduction Request $ 1,958 86% $ 2,052 90% $ 94 5% m) Final Inspection/Acceptance $ 2,611 86% $ 2,736 90% $ 125 5% n) Traffic Control Only i) One Day $ 290 86% $ 304 90% $ 14 5% ii) Two - Five Days $ 580 86% $ 608 90% $ 28 5% iii) Each Additional Day (Up to 10 Days) $ 304 90% iv) 11+ Days $ 2,683 86% $ 2,812 90% $ 129 5% o)Cut/Bore $ 1,378 181% $ 684 90% $ (694) -50% p) Driveway i) Residential $ 145 29% S 152 30% $ 7 5% ii) Commercial $ 943 86% S 988 90% $ 45 5% q) Excavation i) First 100 Lineal Feet $ 653 86% $ 684 90% $ 31 5% ii) Each Additional 100 Lineal Feet $ 145 86% $ 152 90% $ 7 5% r) Sidewalk i) First 100 Lineal Feet $ 943 86% $ 988 90% $ 45 5% ii) Each Additional 100 Lineal Feet $ 290 86% $ 304 90% $ 14 5% s) Sewer and Water $ 1,160 86% $ 1,216 90% $ 56 5% t) Night Work $ 363 86% $ 380 90% $ 17 5% 11 Research/Administrative a) Subdiv'n Improvement Agreem't (SIA) per request $ 1,740 86% $ 1,824 90% $ 84 5% b) SIA - Time Extension per request $ 1,015 86% $ 1,064 90% $ 49 5% c) Assignment & Assumptions Agreem't per request $ 1,885 86% $ 1,976 90% $ 91 5% d) Flood Plain Research/FEMA App per request $ 870 86% $ 912 90% $ 42 5% 12 Reactivation of Permit a) Reactivation of an Expired Permit each $ 435 86% $ 456 90% $ 21 5% 14 Transportation Permits a)Annual each $ 90 21% $ 90 21% b) Single Event each $ 15 6% $ 16 6% $ 1 7% [a] Plan review fees for Precise Grading - Custom Home are identified as part of the Building fee schedule and are based on the lot size of the custom home. See Building fee schedule, Grading section [b] Inspection fees for Precise Grading - Custom Homes and Tract Homes are identified as part of the Building fee schedule. See Building fee schedule, Grading section. [c] For PM10 annual permit. For permits required for less than one year, or portion of year, fees will be pro -rated based on the number of months permitted. 341 75 City of La Quinta Comprehensive Fee and Rate Study NPDES Ongoing Inspection Fees Working Version of the Master Fee Schedule NPDES Ongoing Inspection Fee 1 Food Establishment Facilities per year $ 0% $ 44 100% 2 Hazardous Waste/Materials Facilities -3Yr peryear $ 0% $ 93 100% 3 Hazardous Waste/Materials Facilities - 1Yr per year $ 0% $ 246 100% Code Compliance 4 Code Compliance Follow -Up, If Required per hour $ 0% $ 103 100% 342 76 City of La Quinta Comprehensive Fee and Rate Study Short -Term Vacation Rental Permit Fees Working Version of the Master Fee Schedule 5e Description Unit ... .. .. Fee Change Percent Change TTehn Vacation Rental Permit Fee peryear $ 25 13% $ 187 1009 $ 162 648% Enhancement Fee peryear $ 0% $ 4 100% n/a n/a 11 343 77 City of La Quinta Comprehensive Fee and Rate Study Vehicle Impound Cost Recovery Fee (VICR) Working Version of the Master Fee Schedule Current Cost Proposed Cost L Description Unit Current Fee Recovery Proposed Fee Recovery Fee Change Percent Change uVehicle Impound Cost Recovery 344 78 City of La Quinta Comprehensive Fee and Rate Study Administrative Fees Working Version of the Master Fee Schedule 1 Black and White Copy - 8.5 x 11 a) First Page $ 0.10 n/a n/a $ 0.15 n/a $ 0.05 50% b) Each Additional Page $ 0.10 n/a n/a $ 0.15 n/a $ 0.05 50% 2 Black and White Copy- 11 x 17 a) First Page $ 0.20 n/a n/a $ 0.20 n/a $ - 0% b) Each Additional Page $ 0.20 n/a n/a $ 0.20 n/a $ 0% 3 Color Copy - 8.5 x 11 $ 0.25 n/a n/a $ 0.25 n/a $ 0% 4 Color Copy -11 x 17 $ 0.50 n/a n/a $ 0.50 n/a $ 0% 5 Oversized Sheets (Plans/Maps) $ 3.00 n/a n/a $ 3.00 n/a $ 0% 6 CD or DVD $ 5.05 n/a n/a $ 5.00 n/a $ (0.05) -1% 7 Certified Document $ 1.75 n/a n/a $ 2.00 n/a $ 0.25 14% 8 Agency Credit Card Service Fee 2.2% n/a n/a 2.2% n/a $ - 0% * In addition to the fees identified in this schedule, the City will pass -through to the applicant any fees imposed by other agencies and any discrete costs incurred from the use of outside service providers required to process the specific request for information/service. ** The costs of providing these fee related administrative services were not calculated as part of this study 345 79 Master Fee Schedule 346 80 Master Fee Schedule Schedule of Building Fees - Mechanical, Plumbing, and Electrical Permit Issuance 1 Permit Issuance (Mechanical, Plumbing, Electrical) $96.27 $96.27 Mechanical 2 Installation or relocation of each forced -air or gravity -type furnace or burner, $38.00 $25.33 $63.33 including ducts and vents attached to such appliance 3 Installation or relocation of each suspended heater, recessed wall heater, or $25.33 $12.67 $38.00 floor -mounted unit heater 4 Repair of, alteration of, or addition to each heating appliance, refrigeration $12.67 $5.07 $17.73 unit, cooling unit, absorption unit, or each heating, cooling, absorption, or evaporative cooling system, including installation of controls regulated by the UMC 5 Installation or relocation of each boiler, condenser, compressor, or each $38.00 $25.33 $63.33 absorption system 6 Air -handling unit, including attached ducts $38.00 $12.67 $50.67 7 Evaporative cooler, other than portable -type $12.67 $12.67 $25.33 8 Ventilation fan connected to a single -duct $12.67 $5.07 $17.73 9 Installation of each hood which is served by mechanical exhaust, including the $12.67 $5.07 $17.73 ducts for such hood 10 Each appliance or piece of equipment not classified in other appliance $38.00 $38.00 $76.00 categories, or for which no other fee is listed Mechanical Change -Out 11 Condenser Only $38.00 $25.33 $63.33 12 Furnace Only $38.00 $25.33 $63.33 13 Other Equipment $38.00 $38.00 $76.00 14 Packaged Unit $38.00 $25.33 $63.33 15 Repair / Alteration $12.67 $5.07 $17.73 16 Split -System $38.00 $76.00 $114.00 Plumbing 17 Each plumbing fixture or trap or set of fixtures on one trap (including water, $12.67 $12.67 $25.33 drainage piping, and backflow protection) 18 Sewer Connection / Septic Abandonment $25.33 $17.73 $43.07 19 Rainwater systems, per drain (inside building) $12.67 $12.67 $25.33 20 Water heater and/or vent $12.67 $7.60 $20.27 21 Industrial waste pretreatment interceptor including its trap and vent, $38.00 $12.67 $50.67 excepting kitchen -type grease interceptors functioning as fixture traps 347 81 Master Fee Schedule Schedule of Building Fees - Mechanical, Plumbing, and Electrical 22 Installation, alteration, or repair of water piping and/or water -treating $12.67 $12.67 $25.33 equipment, drainage or vent piping, each fixture 23 Backflow protective device other than atmospheric -type vacuum breakers $12.67 $5.07 $17.73 24 Gas piping system - 1 to 4 outlets $12.67 $25.33 $38.00 25 Gas piping system - 5 or more outlets $38.00 $25.33 $63.33 26 Solar (Thermal) $25.33 $25.33 $50.67 Electrical New Construction 27 Residential - First 1,000 SF $152.00 $50.16 $202.16 (includes livable and non -livable SF) 28 Residential - Each Additional 1,000 SF $12.92 $5.32 $18.24 (includes livable and non -livable SF) 29 Non -Residential - First 2,000 SF $114.00 $88.16 $202.16 30 Non -Residential - Each Additional 2,000 SF $38.00 $10.13 $48.13 Solar (Photovoltaic) 31 Solar (PV) Less than 10kW $25.33 $25.33 $50.67 32 Solar (PV) Greater than 10kW $38.00 $38.00 $76.00 33 Each Additional String (<20) $2.53 $0.63 $3.17 Receptacle, Switch, and Lighting Outlets 34 Receptacle, switch, lighting, or other outlets at which current is used or $25.33 $25.33 $50.67 controlled, except services, feeders, and meters - first 20 35 Receptacle, switch, lighting, or other outlets at which current is used or $2.53 $0.63 $3.17 controlled, except services, feeders, and meters - each additional Lighting Fixtures 36 Lighting fixtures, sockets, or other lamp -holding devices - first 20 $25.33 $25.33 $50.67 37 Lighting fixtures, sockets, or other lamp -holding devices - each add'I $2.53 $0.63 $3.17 38 Pole or platform -mounted light replacement, repair or alteration - first 10 $25.33 $25.33 $50.67 39 Pole or platform -mounted light replacement, repair or alteration - each $2.53 $0.63 $3.17 additional Residential Appliances 40 Fixed residential appliances or receptacle outlets for same, including wall- $12.67 $12.67 $25.33 mounted electric ovens; counter -mounted cooking tops; electric ranges; self- contained room, console, or through -wall air conditioners; space heaters; food waste grinders; dishwashers; washing machines; water heaters; clothes dryers; or other motor -operated appliances not exceeding one horsepower (HP) in rating, each 348 82 Master Fee Schedule Schedule of Building Fees - Mechanical, Plumbing, and Electrical Non -Residential Appliances 41 Residential appliances and self-contained, factory -wired, non-residential $25.33 $25.33 $50.67 appliances not exceeding one horsepower (HP), kilowatt (KW) , or kilovolt ampere (KVA) in rating, including medical and dental devices; food, beverage, and ice cream cabinets; illuminated show cases; drinking fountains; vending machines; laundry machines; or other similar types of equipment, each Power Apparatus 42 Motors, generators, transformers, rectifiers, synchronous converters, $25.33 $25.33 $50.67 capacitors, industrial heating, air conditioners and heat pumps, cooking or baking equipment, and other apparatus, each Signs, Outline Lighting, and Marquees 43 Signs, outline lighting systems, or marquees, each $38.00 $50.67 $88.67 Services 44 Services, each $25.33 $12.67 $38.00 Temporary Power Services 45 Temporary service power pole or pedestal, including all pole or pedestal- $25.33 $17.73 $43.07 mounted receptacle outlets and appurtenances, each Miscellaneous Apparatus, Conduits, and Conductors 46 Electrical apparatus, conduits, and conductors for which a permit is required, $25.33 $25.33 $50.67 but for which no fee is identified In addition to the fees identified in this schedule, the City will pass -through to the applicant any fees imposed by other agencies nd any discrete costs incurred from the use of outside service providers required to process the specific application. 349 83 Master Fee Schedule Schedule of Building Fees - Miscellaneous Items Antenna 1 Dish > 2 Ft $38.00 $139.84 $177.84 2 Cellular/Mobile Phone $152.00 $215.84 $367.84 3 Equipment Shelter $38.00 $101.84 $139.84 Appeal 4 Appeal bill hourly (1 hour min.) Awning/Canopy (Supported by Building) 5 Awning/Canopy $15.20 $215.84 $231.04 Balcony Addition 6 Balcony Addition $152.00 $177.84 $329.84 Block Wall 7 Block Wall - First 100 LF $50.67 $63.33 $114.00 8 Block Wall - Each Addt'I 50 LF $15.20 $15.20 9 Retaining / Combination Wall - Each 50 LF $15.20 $15.20 Carport 10 Carport - First $76.00 $101.84 $177.84 11 Carport - Each Additional $76.00 $40.53 $116.53 Compliance Survey/Special Inspection 12 Compliance Survey/Special Inspection $76.00 $190.00 $266.00 Demolition 13 Demolition $25.84 $91.20 $117.04 14 Demolition - Interior $38.00 $101.84 $139.84 15 Demolition - Exterior $38.00 $114.00 $152.00 Fence 16 Fence - First 100 LF $50.16 $63.84 $114.00 17 Fence - Each Additional 50 LF $15.20 $15.20 Fireplace 18 Fireplace $152.00 $228.00 $380.00 Flag/Lighting Pole 19 Flag/Lighting Pole - First $38.00 $101.84 $139.84 20 Flag/Lighting Pole - Each Additional $15.20 $4.56 $19.76 Grading 21 Residential Precise Grading (Tract Homes) - Per Home $139.84 [a] $139.84 22 Residential Precise Grading (Custom Home) - Lot <= 7,000 SF $38.00 $38.00 $76.00 23 Residential Precise Grading (Custom Home) - Lot > 7,000 SF $38.00 $190.00 $228.00 Partition 24 Partition $76.00 $139.84 $215.84 Patio Cover / Covered Porch / Lattice 25 Standard, Open, Pre -Engineered (First) $101.84 $100.32 $202.16 26 Standard, Enclosed, Pre -Engineered (First) $101.84 $138.32 $240.16 27 Special Design (First) $139.84 $176.32 $316.16 28 Each Additional $50.67 $38.00 $88.67 350 84 Master Fee Schedule Schedule of Building Fees - Miscellaneous Items Pool / Spa 29 Swimming Pool / Spa 30 Detached Spa / Water Feature 31 Gunite Alteration 32 Equipment Changeout Alone Remodel 33 Non -Structural Review - Up to 100 SF 34 Non -Structural Review - Each Additional 500 SF 35 Structural Review Replacement of Plans/Job Card 36 Replacement of Job Copy of Approved Plans 37 Replacement of Inspection Record Card Re -Roof 38 Re -Roof - Up to 2,000 SF 39 Re -Roof - Each Additional 1,000 SF Room Addition 40 Room Addition - Up to 100 SF 41 Room Addition - Each Additional 500 SF Sign 42 Monument Sign - First 43 Monument Sign - Each Additional 44 Wall/Awning Sign - First 45 Wall/Awning Sign - Each Additional Storage Racks 46 Storage Racks - First 100 LF 47 Storage Racks - Each Additional 100 LF Stucco Application 48 Stucco Application - First 500 SF 49 Stucco Application - Each Additional 500 SF Temporary Trailer 50 Temporary Trailer Utility Release 51 Electrical Utility Release Window / Sliding Glass Door / Other Fenestration 52 Retrofit/Repair - Up to 7 53 Retrofit/Repair - Each Additional 5 54 New/Alteration - First 55 New/Alteration - Each Additional Administrative Plan Check Initial Deposit - For Various Non -OTC Items 56 a) Miscellaneous Items 57 b) New Construction $190.00 $103.36 $293.36 $190.00 $190.00 $190.00 $103.36 $293.36 $25.33 $96.27 $121.60 $51.68 I $141.36 I $193.04 $22.80 $18.24 $41.04 bill hourly (1 hour min.) $215.84 $215.84 $38.00 $38.00 $51.68 $103.36 $155.04 $12.16 $12.16 $127.68 $179.36 $307.04 $65.36 $18.24 $83.60 $76.00 $139.84 $215.84 $25.84 $25.84 $25.84 $91.20 $117.04 $25.84 $25.84 $51.68 $25.84 $100.32 $126.16 $12.16 $12.16 $25.84 $77.52 $103.36 $7.60 $7.60 $76.00 $76.00 $76.00 $76.00 $63.84 $62.32 $126.16 $10.64 $10.64 $101.33 $115.52 $216.85 $10.64 $12.16 $22.80 $152.00 I $152.00 varies [a] [a] [a] 85 Master Fee Schedule Schedule of Building Fees - Miscellaneous Items 58 Plan Check / Permit Extension Processing $101.84 $101.84 59 Change of Contractor, Architect, Owner Processing $101.84 $101.84 I I 60 Request/Research for Alternative Methods/Product Review bill hourly (1 hour min.) 61 Temporary Certificate of Occupancy $139.84 $139.84 62 Disabled Access Compliance Inspection $152.00 $152.00 63 Re -inspection Fee $76.00 $76.00 64 Investigation Fee for Work Commenced Without a Permit equal to permit fee * In addition to the fees identified in this schedule, the City will pass -through to the applicant any fees imposed by other agencies and any discrete costs incurred from the use of outside service providers required to process the specific application, including the cost of structural engineering review services. [a] Fee is intended to capture structural and non-structural reviews. Mechanical, Electrical, and Plumbing review and inspection fees are collected separately. [b] Non -Refundable Initial Deposit. For projects that request permit issuance the intitial deposit amount will be credited against totalfees. [c] Initial deposit varies depending on project details. 352 86 Master Fee Schedule Schedule of Building Fees - New Construction New Construction 1 $1- $500 $26.62 2 $501 - $2,000 $53.25 3 $2,001 - $10,000 $107.92 for the first $2,000, plus $27.36 4 $10,001 - $25,000 $326.80 for the first $10,000, plus $8.82 5 $25,001 - $200,000 $459.04 for the first $25,000, plus $0.86 6 $200,000 - $1,000,000 $609.52 for the first $200,000, plus $0.59 7 $1,000,000 and up $1,082.24 for the first $1,000,000, plus $0.41 (Project Valuation) 8 $1- $500 $37.27 9 $501 - $2,000 $74.54 10 $2,001 - $10,000 $141.36 for the first $2,000, plus $48.83 11 $10,001 - $25,000 $532.00 for the first $10,000, plus $17.73 12 $25,001 - $200,000 $798.00 for the first $25,000, plus $2.82 13 $200,000 - $1,000,000 $1,292.00 for the first $200,000, plus $1.35 14 $1,000,000 and up $2,368.16 for the first $1,000,000, plus $0.64 (Project Valuation) 15 All Valuations $50.67 for each additional $1,000 or fraction thereof, to and including $10,000 for each additional $1,000 or fraction thereof, to and including $25,000 for each additional $1,000 or fraction thereof, to and including $200,000 for each additional $1,000 or fraction thereof, to and including $1,000,000 for each additional $1,000 or fraction thereof for each additional $1,000 or fraction thereof, to and including $10,000 for each additional $1,000 or fraction thereof, to and including $25,000 for each additional $1,000 or fraction thereof, to and including $200,000 for each additional $1,000 or fraction thereof, to and including $1,000,000 for each additional $1,000 or fraction thereof * The new construction fees identified in this fee schedule include the cost of structural engineering review services currently conducted by outside service providers. Additional fees will be collected for the provision of all plan review services beyond second review. ** Fee applies when multiple identical units are submitted for review and permitted at the same time. For service requests, which have no fees listed in this Master Fee Schedule, the City Manager or his/her designee shall determine the appropriate fee based on the following hourly rates for staff time involved in the service or activity. Fee Description Fee 16 Building Department Staff $152 per hour 7 17 lCutside Service Providers 100% of actual costs 353 87 Master Fee Schedule Schedule of Building Fees - Other Fees Fee 1•—tioxes Strong Motion Instrumentation (SMI) Fee Calculation 1 Residential $0.50 or valuation x .0001 2 Commercial $0.50 or valuation x .00021 Art In Public Places (AIPP) Fee Calculation [a] 3 Residential $20.00 or 1/4 of 1% of value exceeding $200,000 4 Commercial $20.00 or 1/2 of 1% of value Building Standards Administration Special Revolving [b] Fund (SB 1473) Fee Calculation 5 Valuation: a) $1 - $25,000 $1 b) $25,001 - $50,000 $2 c) $50,001 - $75,000 $3 d) $75,001 - $100,000 $4 e) Every $25,000 or fraction thereof above Add $1 $100,000 General Plan Maintenance / Tech Enhancement 6 General Plan Maintenance Fee new construction valuation x .00198 7 Technology Enhancement Fee 2% of permit fee or $5, whichever is less [a] Source: La Quinta Municipal Code 2.65.060. [b] Source: California Health and Safety Code Section 18931.6 354 88 Master Fee Schedule Schedule of Planning Fees Temporary Use 1 Temporary Use Permit - Minor (Standard) $250 2 Temporary Use Permit - Minor bill per hour, with $250 base fee (Requests Requiring Additional Effort) 3 Temporary Use Permit - Major (Standard) $1,976 (Events greater than 200 people) 4 Temporary Use Permit - Major bill per hour, with $1,976 base fee (Requests Requiring Additional Effort) Minor Use 5 Minor Use Permit $250 6 Minor Use Permit - Amendment $225 Conditional Use 7 Conditional Use Permit bill per hour, with $5,827 base fee 8 Conditional Use Permit - Planned Unit Dev. bill per hour, with $5,827 base fee 9 Conditional Use Permit -Amendment bill per hour, with $2,837 base fee 10 Conditional Use Permit - Time Extension $1,596 Site Development 11 Development Agreement bill per hour, with $2,837 base fee 12 Site Development Permit - Planning Commission bill per hour, with $8,107 base fee 13 Site Development Permit - Administrative bill per hour, with $6,891 base fee 14 Site Development Permit - Amendment bill per hour, with $4,256 base fee 15 Site Development Permit - Time Extension $1,596 16 Modification by Applicant bill per hour, with $304 base fee 17 Minor Adjustment bill per hour, with $304 base fee 18 Variance bill per hour, with $2,128 base fee Landscape Plan 19 Final Landscape Plan - Minor $760 (Minor rehab not exceeding 8,000 SF) 20 Final Landscape Plan - Major $1,672 Signs 21 A -Frame Sign Permit $0 22 Sign Permit $250 23 Sign Program bill per hour, with $2,685 base fee 24 Sign Program Amendment $912 Zoning 25 Zone Change bill per hour, with $8,715 base fee 26 Director's Determination $250 27 Certificate of Compliance $250 28 Zoning Letter - Basic Property Information $250 29 Zoning Letter - Basic Property Information with Additional $1,292 Research Required 30 Zoning Text Amendment bill per hour, with $8,917 base fee [aj Master Fee Schedule Schedule of Planning Fees Fee Irescription Fee - i;oxes Street Name Change 31 Street Name Change $1,748 Historical Structures 32 Landmark Designation/Cert of Appropriateness $1,250 Environmental Review 33 Environmental Assessment $456 34 Recordation of Exemption $152 35 Initial Study (ND/MND) bill per hour, with $3,040 base fee 36 Environmental Impact Report bill per hour, with $8,360 base fee General/Specific Plan 37 Specific Plan bill per hour, with $9,931 base fee 38 Specific Plan - Amendment bill per hour, with $4,357 base fee 39 General Plan Amendment bill per hour, with $9,728 base fee Map 40 Tentative Parcel Map bill per hour, with $4,459 base fee 41 Tentative Parcel Map - Waiver $1,140 42 Tentative Parcel Map - Amendment bill per hour, with $2,685 base fee 43 Tentative Parcel Map - Revision bill per hour, with $2,685 base fee 44 Tentative Parcel Map - Time Extension $912 45 Tentative Tract Map bill per hour, with $7,600 base fee 46 Tentative Tract Map - Amendment bill per hour, with $3,597 base fee 47 Tentative Tract Map - Revision bill per hour, with $3,597 base fee 48 Tentative Tract Map - Time Extension (CC or PC) $1,748 49 Tentative Tract Map - Time Extension (Admin) $988 50 Tentative Condominium Map bill per hour, with $7,600 base fee 51 Amended Final Parcel Map (Entitlement Support) bill per hour, with $3,800 base fee 52 Amended Final Tract Map (Entitlement Support) bill per hour, with $6,080 base fee Scanning 53 Scanning Fee $152 Technology Enhancement Fee 54 Technology Enhancement Fee lesser of 2% or $5 per permit Appeal 55 Appeal $1,500 * In addition to the fees identified in this schedule, the City will pass -through to the applicant any fees imposed by other agencies and any discrete costs incurred from the use of outside service providers required to process the specific application. For service requests, which have no fees listed in this Master Fee Schedule, the City Manager or his/her designee shall determine the appropriate fee based on the following hourly rates for staff time involved in the service or activity. 56 (Planning Department Staff 57 Outside Service Providers $152 perhour pass -through of 100% of actual costs [a] In addition to the fee shown for Development Agreement, the City shall collect a $2,000 initial deposit to offset Attorney costs. 356 90 Master Fee Schedule Schedule of Public Works Fees Fee Nescription Fee Init rioxes Land Subdivision 1 Parcel Map: a) Final Parcel Map i) Initial Sheet $1,748 per sheet ii) Each Additional Sheet $532 per sheet b) Final Parcel Map - Amendment i) Initial Sheet $1,748 per sheet ii) Each Additional Sheet $532 per sheet c) Substantial Conformance Review i) Initial Sheet $2,622 per sheet ii) Each Additional Sheet $1,216 per sheet 2 Tract Map: a) Final Tract Map i) Initial Sheet $1,900 per sheet ii) Each Additional Sheet $608 per sheet b) Final Tract Map - Amendment i) Initial Sheet $1,900 per sheet ii) Each Additional Sheet $608 per sheet c) Substantial Conformance Review i) Initial Sheet $2,622 per sheet ii) Each Additional Sheet $1,216 per sheet 3 Reversion to Acreage: a) Initial Sheet $2,052 per sheet b) Each Additional Sheet $456 per sheet 4 Lot Line Adjustment/Parcel Merger a) Lot Line Adjustment $1,520 per request b) Parcel Merger $1,520 per request 5 Street Dedication/Vacation a) Land Action Documents $1,710 per request (ROW/Easements/Grant Deeds) b) Vacation of Street/Public ROW $2,128 per request 6 Land Survey a) Record of Survey $494 per request b) Certificate of Correction $646 per request Grading / Project Improvements 7 Plan Review (First 3 Reviews): a) Rough Grading i) Initial Sheet $1,406 per sheet ii) Each Additional Sheet $760 per sheet iii) Revisions - Initial Sheet $1,084 per sheet 357 91 Master Fee Schedule Schedule of Public Works Fees Fee lescription Fee —LMIT iv) Revisions - Each Additional Sheet $760 per sheet b) Precise Grading - Commercial i) Initial Sheet $1,710 per sheet ii) Each Additional Sheet $1,064 per sheet iii) Revisions - Initial Sheet $1,388 per sheet iv) Revisions - Each Additional Sheet $1,064 per sheet c) Precise Grading - Tract Homes i) Initial Sheet $988 per sheet ii) Each Additional Sheet $190 per sheet iii) Revisions - Initial Sheet $590 per sheet iv) Revisions - Each Additional Sheet $190 per sheet d) Precise Grading - Custom Home [a] e) PM10 i) Initial Sheet $550 per sheet ii) Each Additional Sheet $0 per sheet iii) Revisions - Initial Sheet $425 per sheet iv) Revisions - Each Additional Sheet $0 per sheet f) Street Improvements i) Initial Sheet $1,558 per sheet ii) Each Additional Sheet $912 per sheet iii) Revisions - Initial Sheet $1,236 per sheet iv) Revisions - Each Additional Sheet $912 per sheet g) Storm Drain i) Initial Sheet $1,558 per sheet ii) Each Additional Sheet $912 per sheet iii) Revisions - Initial Sheet $1,236 per sheet iv) Revisions - Each Additional Sheet $912 per sheet h) Signing and Striping i) Initial Sheet $1,406 per sheet ii) Each Additional Sheet $760 per sheet iii) Revisions - Initial Sheet $1,084 per sheet iv) Revisions - Each Additional Sheet $760 per sheet i) Traffic Signal i) Initial Sheet $1,254 per sheet ii) Each Additional Sheet $608 per sheet iii) Revisions - Initial Sheet $932 per sheet iv) Revisions - Each Additional Sheet $608 per sheet j) Sidewalk i) Initial Sheet $1,102 per sheet ii) Each Additional Sheet $456 per sheet iii) Revisions - Initial Sheet $780 per sheet 358 92 Master Fee Schedule Schedule of Public Works Fees Fee N•rioxes iv) Revisions - Each Additional Sheet $456 per sheet k) Traffic Control Plan $76 per sheet 1) Record Drawings Review i) Initial Sheet $798 per sheet ii) Each Additional Sheet $152 per sheet m) Hydrology Report $1,634 per report i) Revisions $760 per report n) Traffic Study $1,254 per study o) WQMP Report i) With Prior Entitlement $1,482 per report ii) Without Prior Entitlement $1,786 per report iii) Revisions $760 per report p) SWPPP $1,710 per plan i) Revisions $608 per plan q) Sewer and Water i) Initial Sheet $1,064 per sheet ii) Each Additional Sheet $456 per sheet iii) Revisions - Initial Sheet $760 per sheet iv) Revisions - Each Additional Sheet $456 per sheet 8 Plan Review (>3 Reviews) $152 per hour 9 Expedited Plan Review Fee 1.5x standard fee 10 Permit Inspection a) Rough Grading i) First 3 Acres $3,040 ii) Each Additional Acre $380 b) Precise Grading i) First 3 Acres $3,040 ii) Each Additional Acre $380 c) Precise Grading - Tract Homes [b] d) Precise Grading - Custom Homes [b] e) PM10 i) < 10 Acres $3,648 [c] ii) 10 - 50 Acres $5,472 [c] iii) 51 - 200 Acres $7,296 [c] iv) > 200 Acres $10,944 [c] f) Street Improvements - Off -Site i) First 1,000 LF $4,864 ii) Each Additional 1,000 LF $2,736 359 93 Master Fee Schedule Schedule of Public Works Fees Fee lescription Fee Init rioxes g) Street Improvements - On -Site i) First 1,000 LF $3,344 ii) Each Additional 1,000 LF $1,824 h) Storm Drain i) First 1,000 LF $1,824 ii) Each Additional 1,000 LF $912 i) Signing and Striping i) First 1,000 LF $1,520 ii) Each Additional 1,000 LF $456 j) Traffic Signal $3,344 k) NPDES $1,824 1) Bond Reduction Request $2,052 m) Final Inspection/Acceptance $2,736 n) Traffic Control Only i) One Day $304 ii) Two - Five Days $608 iii) Each Additional Day (Up to 10 Days) $304 iv) 11+ Days $2,812 o) Cut/Bore $684 p) Driveway i) Residential $152 ii) Commercial $988 q) Excavation i) First 100 Lineal Feet $684 ii) Each Additional 100 Lineal Feet $152 r) Sidewalk i) First 100 Lineal Feet $988 ii) Each Additional 100 Lineal Feet $304 s) Sewer and Water $1,216 t) Night Work $380 11 Research/Administrative a) Subdiv'n Improvement Agreem't (SIA) $1,824 per request b) SIA - Time Extension $1,064 per request c) Assignment & Assumptions Agreem't $1,976 per request d) Flood Plain Research/FEMA App $912 per request 12 Reactivation of Permit a) Reactivation of an Expired Permit $456 each 360 94 Master Fee Schedule Schedule of Public Works Fees Fee lescription Fee inu 13 Technology Enhancement Fee Technology Enhancement Fee 2% of permit fee or $5, whichever is less 14 Transportation Permits a) Annual $90 each b) Single Event $16 each * In addition to the fees identified in this schedule, the City will pass -through to the applicant any discrete costs incurred from the use of outside service providers required to process the specific application. Exception for contract traffic engineering and plan review consulting costs, which are included in the fees listed above. For service requests, which have no fees listed in this Master Fee Schedule, the City Manager or his/her designee shall determine the appropriate fee based on the following hourly rates for staff time involved in the service or activity. DescriptionFee 715 Public Works Personnel $152 per hour 16 Outside Service Providers 100% pass -through of actual cost [a] Plan review fees for Precise Grading - Custom Home are identified as part of the Building fee schedule and are based on the lot size of the custom home. See Building fee schedule, Grading section. [b] Inspection fees for Precise Grading - Custom Homes and Tract Homes are identified as part of the Building fee schedule. See Building fee schedule, Grading section. [c] For PM10 annual permit. For permits required for less than one year, or portion of year, fees will be pro -rated based on the number of months permitted. 361 95 Master Fee Schedule Schedule of NPDES Ongoing Inspection Fees Fee Nescription NPDES Ongoing Inspection Fee 1 Food Establishment Facilities $44 per year 2 Hazardous Waste/Materials Facilities - 3Yr $93 per year 3 Hazardous Waste/Materials Facilities - 1Yr $246 per year Code Compliance 4 Code Compliance Follow -Up, If Required $103 per hour 362 96 Master Fee Schedule Schedule of Short -Term Vacation Rental Permit Fees DescriptionFee Short -Term Vacation Rental Permit Fee 1 Permit Fee $187 per year 2 Technology Enhancement Fee 2% of permit fee or $5, per year whichever is less 363 97 364 Master Fee Schedule 365 98 Master Fee Schedule Schedule of Administrative Fees Fee Nescription Fee I Init rioxes 1 Black and White Copy - up to 8.5 x 14 $0.15 per single -sided page 2 Black and White Copy - 11 x 17 $0.20 per single -sided page 3 Color Copy - up to 8.5 x 14 $0.25 per single -sided page 4 Color Copy - 11 x 17 $0.50 per single -sided page 5 Oversized Sheets (Plans/Maps) $3.00 per sheet [a] 6 CD or DVD $5.00 per CD or DVD 7 Certified Document $2.00 per document 8 Agency Credit Card Service Fee 2.2% % of fees paid [b] * In addition to the fees identified in this schedule, the City will pass -through to the applicant any fees imposed by other agencies and any discrete costs incurred from the use of outside service providers required to process the specific request for information/service. * In addition to the fees identified in this schedule, if a request for electronic records either (1) is for a record normally issued only periodically, or (2) requires data compilation, extraction, or programming, costs will include the cost of producing the copy, including construction, programming and computer services. [a] If more than two sheets are requested, the City will typically process the request using an outside vendor service. [b] Fee is intended to function as a pass -through of credit card transaction vendor charge. Annual updates should be based on vendor charge. ** Periodically, the City completes a cost of service analysis for the administrative fees included in this schedule. The findings of the analysis will be used to influence recommended administrative fees. In between cost of service studies, the City will annually identify the yearly change in the consumer price index, and identify the fee eligible for recovery based on the change in the index. However, for the sake of administrative efficiency the City will adjust fees in $0.05 increments (for example, when the inflation adjusted black and white copy fee is between $0.15 and $0.20 the City will charge $0.15 per copy). 366 99 DEPARTMENT REPORT ITEM NO. 1 City of La Quinta CITY COUNCIL MEETING DEPARTMENT REPORT TO: Madam Mayor and Members of the City Council FROM: Gil Villalpando, Management Assistant DATE: June 21, 2016 SUBJECT: UPDATE BIGHORN SHEEP The Coachella Valley Conservation Commission (CVCC) consultant team is preparing an analysis of alternatives to a fence or other barrier. The analysis will evaluate the impact of a barrier, sheep activities at the urban interface, and the implications of the drought relative to any proposed barrier. CVCC has stated they are making a good faith effort to explore all reasonable options. Biological and cultural resource surveys have been conducted in the area; survey results will also be included in the draft Environmental Impact Report (EIR). The comments received from members of the public during the scoping period, from February 25 through March 28, 2016, including the City Hall public meeting are being summarized by Terra Nova. Issues raised in these comments will be addressed in the EIR. The schedule for the environmental analysis and public outreach anticipates a draft EIR in summer 2016. Another public comment period will follow release of the draft EIR. A final CEQA/NEPA document, including responses to public comments, will be presented to the CVCC for consideration in fall 2016 with proposed actions. Given the timing of the draft EIR during the summer hiatus, CVCC is making every effort to reach out to property owners in the La Quinta area who are away. Public meetings will be held in the fall when more residents are available. 367 368 aTYCOUNaL Q G z LU J BOARDS, COMM I SSI ON AN D OUTSI DE AGEN CY M EETI N GS J U LY 2 016 - SEPTEM BER 2 016 Date JULY July 4 CI TY HALL CLOSED - I NDEPENDEN CE DAY July 5 CITY COU N CI LAND SUCCESSOR AGEN CY M EETI N GS July 6 OVERSI GHT BOARD July 6 ARCHI TECTURAL AND LANDSCAPI NG REVI EW BOARD July 11 COMMUNI TY SERVI CES COMMI SSI ON July 12 PLANNI NG COMMI SSI ON July 19 CITY COUNCIL M EETI NG July 26 PLANNI NG COMMI SSI ON Date AUGUST August 2 CITY COUNCIL M EETI NG August 3 ARCHI TECTURAL AND LANDSCAPI NG REVI EW BOARD August 8 COMMUNI TY SERVI CES COMMI SSI ON August 9 PLANNI NG COMMI SSI ON August 10 1 NVESTM ENT ADVI SORY BOARD August 16 CI TY COU N CI L M EETI N G - CAN CELLED August 23 PLANNI NG COMMI SSI ON Date SEPTEM BER Sept. 5 CI TY HALL CLOSED - LABOR DAY Sept. 6 CI TY COU N CI L M EETI N G - CAN CELLED Sept. 7 ARCHI TECTURAL AND LANDSCAPI NG REVI EW BOARD Sept. 12 COMMUNI TY SERVI CES COMMI SSI ON Sept. 13 PLANNI NG COMMI SSI ON Sept. 20 CITY COUNCI L MEETI NG AND HOUSI NG AUTHORI TY Sept. 24 PLANNI NG COMMI SSI ON 369 OUTS] DE AGENCY U PCOM I N G M EETI N G DATES JULY 2016 Day Time LI NDA EVANS, MAYOR No Meeting C1/AG COACHELLA VALLEY CONSERVATI ON COMMI SSI ON No Meeting C1/AG ENERGY & ENVI RONMENTAL RESOURCES COMMI TTEE No Meeting GREATER PALM SPRI NGS CONVENTI ON & VI SI TORS BUREAU No Meeting CVAG EXECUTI VE COMMI TTEE No Meeting COACHELLA VALLEY WATER DI STRI CT POLI CY COMMI TTEE Day Time Intl STY FRAN 14J N, COU NCI LM EM BER 11 3:00 p.m. COACHELLA VALLEY MOUNTAI NS CONSERVANCY 20 3:00 p.m. JACQUELI NE COCHRAN REGI ONAL Al RPORT AUTHOR TY 27 10:00 a.m . SUNLI NE TRANSI T AGENCY TBD COACHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE TBD CHAMBER OF COMMERCE I NFORMATI ON EXCHANGE )ay Time LEE OSBORN E, COU NCI LM EM BER 6 2:00 p.m. OVERSI GHT BOARD 11 6:00 p.m. I I D ENERGY CONSUMERS ADVI SORY COMMI TTEE No Meeting CVAGSAFETY COMMI TTEE 13 4:00 p.m. ECONOMI GDEVELOPMENT SUB -COMMITTEE TBD EAST VALLEY COALI TI ON No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE Day Time JOHN PENA, , COUNCI LMEMBER 14 9:30 a.m . AN MAL CAMPUS COMMI SSI ON No Meeting C1/AG VALLEY -WI DE HOMELESSNESS COMMI TTEE )ay Time ROBERT RAD I , COU N Cl LM EM BER No Meeting CVAG TRANSPORTATION COMMI TTEE 13 9:30 a.m . RIVERS DE COUNTY TRANPORTATI ON COMMISSION (ROTC) 13 4:00 p.m. ECONOMI GDEVELOPMENT SUB COMMITTEE TBD COAHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE 370 OUTS] DE AGENCY U PCOM I N G M EETI N G DATES AUGUST2016 Day Time LI NDA EVANS, MAYOR No Meeting CVAG COACHELLA VALLEYCONSERVATI ON COMMI SSI ON No Meeting CVAG ENERGY & ENVI RONMENTAL RESOURCES COMMI TTEE No Meeting GREATER PALM SPRI NGS CONVENTI ON & VI SI TORS BUREAU No Meeting CVAG EXECUTI VE COMMI TTEE No Meeting COACHELLA VALLEY WATER DI STRI CT POLI CY COMMI TTEE KRI STY FRAN KU N, COU NCI LM EM BER No Meeting COACHELLA VALLEY MOUNTAI NS CONSERVANCY No Meeting JACQUELI NE COCHRAN REGI ONAL Al RPORT AUTHOR TY No Meeting SUNLI NE TRANSI T AGENCY TBD COACHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE TBD CHAMBER OF COMMERCE INFORMATION EXCHANGE LEE OSBORN E, COU N Cl LM EM BER 1 6:00 p.m. I I D ENERGY CONSUMERS ADVI SORY COMMI TTEE No Meeting C1/AGSAFETY COMMI TTEE 10 4:00 p.m. ECONOMI &DEVELOPMENT SUB -COMMITTEE TBD EAST VALLEY COALI TI ON No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE JOH N PEN A, , COU N CI LM EM BER No Meeting AN MAL CAMPUS COMMI SSI ON No Meeting CVAGVALLEY-WI DE HOMELESSNESS COMMI TTEE ROBERT RAD I , COU N Cl LM EM BER 10 9:30 a.m . RI VERSI DE COUNTY TRANPORTATI ON COMMI SSI ON (RCT00 10 4:00 p.m. ECONOMI &DEVELOPMENT SUB COMMITTEE 31 9:00 a.m . CVAG TRANSPORTATI ON COMMI TTEE TBD COAHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE 371 OUTS] DE AGENCY U PCOM I N G M EETI N G DATES SEPTEM BER 2 016 Day Time LI NDA EVANS, MAYOR 8 11:00 a.m . CVAG COACHELLA VALLEY CONSERVATI ON COMMI SSI ON 8 12:00 p.m. CVAG ENERGY & ENVI RONMENTAL RESOURCES COMMI TTEE 16 8:00 a.m . GREATER PALM SPRI NGS CONVENTI ON & VI SI TORS BUREAU 26 4:30 p.m. CVAG EXECUTI VE COMMI TTEE TBD COACHELLA VALLEY WATER DI STRI CT POLI CY COMMI TTEE KRI STY FRAN KLJ N, COU N CI LM EM BER 12 3:00 p.m. COACHELLA VALLEY MOUNTAI NS CONSERVANCY No Meeting JACOUELI NE COCHRAN REGI ONAL Al RPORTAUTHORI TY 28 10:00 a.m . SUNLI NE TRANSI T AGENCY TBD COACHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE TBD CHAMBER OF COMMERCE I NFORMATI ON EXCHANGE LEE OSBORN E, COU N Cl LM EM BER 12 6:00 p.m. I I D ENERGY CONSUMERS ADVI SORY COMMI TTEE 12 9:00 a.m . CVAG SAFETY COMMI TTEE 14 4:00 p.m. ECONOMI GDEVELOPMENT SUB -COMMITTEE TBD EAST VALLEY COALI TI ON No Meeting DESERT SANDS UNI FI ED DI STRI CT COMMI TTEE JOH N PEN A, , COU N CI LM EM BER 8 9:30 a.m . AN MAL CAMPUS COMMI SSI ON 21 10.00 a.m . CVAG VALLEY -WI DE HOMELESSNESS COMMI TTEE ROBERT RAD I , COU N Cl LM EM BER No Meeting CVAG TRANPPORTATI ON COMMI TTEE (8/31) 14 9:30 a.m . RIVERS DE COUNTY TRANPORTATI ON COMMISSION (RCTC0 14 4:00 p.m. ECONOMI GDEVELOPMENT SUB COMMITTEE TBD COAHELLA VALLEY SCHOOL DI STRI CT COMMI TTEE 372 City of La Quinta CITY COUNCIL MEETING DEPARTMENT REPORT TO: Madam Mayor and Members of the City Council FROM: Chris Escobedo, Community Resources Director DATE: June 21, 2016 SUBJECT: COMMUNITY RESOURCES REPORT - MAY 2016 Upcoming events of the Community Resources Department for July 2017: Daily Activities Social Bridge Mah Jongg Advance Ukulele Chair Massage Vitamin B-12 Injections Events *Moonlight Movies, Fritz Burns Pool July Luncheon Fitness Morning Workout Mat Pilates Sunset Yoga Zumba Morning Reiki Personal Training Tai Chi Balance & Strength 1 & 2 Tai Chi Chuan AM *Tai Chi Chuan @ Night, La Quinta High School Leisure La Quinta Glee 7-14yrs. Ballroom Dance Beginning & Intermediate Beginning Ballet 5-10yrs. Dance, Play & Pretend 2.5-5yrs. Friday Night Social Dance Beginning & Second Level Guitar AARP Safe Driver Floral Perfect Fara's Food 373 Sports/Aquatics Rojas Taekwondo *Open Gym (Volleyball/Basketball), B&G Club *Swim Lessons, Rec Swim, Water Aerobics, Fritz Burns Pool *Summer Golf Tour, The Golf Club La Quinta *Summer Golf Tour, Westin Mission Hills, Pete Dye Course *Summer Golf Tour, Tahquitz Creek Golf Resort *Summer Golf Tour, Escena Golf Club *Denotes classes/events held at other locations 374 Community Resources Department Program Report for May 2016 2016 2015 2016 2015 Participants Participants Variance Meetings Meetings Leisure Classes La Quinta Glee 29 39 -10 3 4 Ballroom Dancing (Be . & Int.) 56 29 27 5 4 Friday Night Dance 20 0 20 1 0 Dance, Play & Pretend & Beg. Ballet 8 0 8 8 0 Sunset Yoga 12 8 4 8 7 Taekwondo 4 - 8 (Beg.) 30 16 14 8 7 Taekwondo 4 - 8 (Inter.) & 9-up 27 31 -4 8 7 Taekwondo 9yrs. - up 9 18 -9 8 7 Rojas Martial Arts 4 - up 14 11 3 8 7 Tai Chi Chuan PM 7 0 7 8 0 Totals 205 152 60 57 43 2016 2015 2016 2015 Participants Participants Variance Meetings Meetings Special Events Moonlight Movies 80 0 80 1 0 Totals 80 0 80 1 0 2016 2015 2016 2015 Participants Participants Variance Meetings Meetings Sports Open Gym Basketball 399 191 208 9 8 Open Gym Volleyball 131 113 18 9 8 Disc Golf Tourn., at Campus 26 30 -4 1 1 Guided Hike w/Hal 22 0 22 1 0 Nature Hike: Explore Monumen 15 0 15 1 0 Y Rookies Football 18 25 -7 3 3 Totals 611 359 252 24 20 Community Services Totals 1 8961 5111 3921 82 63 375 Community Resources Department Attendance Report for May 2016 Summary Sheet Sessions Per Month Program 2016 2015 Variance 2016 2015 Leisure Classes 205 152 53 57 43 Special Events 80 0 80 1 0 Sports 611 359 252 24 20 Wellness Center (Free Services) 356 547 -191 59 75 Wellness Center 248 201 47 57 100 Total 1,500 1,259 241 198 238 Wellness Center Fitness Fitness Center 4,490 3,297 1,193 74 78 Total 4,490 3,297 1,193 74 78 Sports User Groups La Quinta Park AYSO 200 150 50 22 16 La Quinta Youth & Sports 100 0 100 15 0 Desert Boot Camp 50 50 0 11 8 Sports Complex La Quinta Youth & Sports 450 450 0 23 23 Colonel Mitchell Paige Friday Night Lights 550 575 -25 13 19 Facility/Park Rentals Wellness Center (Sunday Church) 375 375 0 5 5 (Private Party) 200 200 0 1 1 Library Classroom 450 550 -100 8 11 Community Room 530 300 230 11 6 Museum Meeting Room/ Courtyard 630 840 -210 18 14 Boys & Girls Club Gym (Sunday Church) 500 500 0 5 5 Civic Center Campus (Private Party) Gazebo 50 0 50 1 0 Park Rentals La Quinta Park 50 100 -50 1 2 Fritz Burns Park 0 50 -50 0 1 Total 4,135 4,140 -5 134 111 Total Programs 10,125 8,696 1,429 406 427 Volunteer Hours Wellness Center 1051 106 -1 Total Volunteer Hours 1 3.051 106 -1 376 Wellness Center Program Report for May 2016 Participation Participation Variance Meetings Meetings Fitness Center 2016 2015 2016 2015 Fitness Member Visits 4287 3108 1179 26 26 Daily Fitness Drop -ins @ $5 76 30 46 20 26 Memberships Sold 125 159 -34 26 26 Smart Keys @ $10 2 0 2 2 0 Fitness Center Total 4490 3297 1193 74 78 Participation Participation Variance Meetings Meetings 2016 2015 2016 2015 Volunteers Wellness Center 15 21 -6 n/a n/a Hours 105 106 -1 n/a n/a Participation Participation Variance Meetings Meetings 2016 2015 2016 2015 Wellness Activities/Social Services (Free) Wellness Activities 356 547 -191 59 75 Wellness Activities/Services Total 356 547 -191 59 75 Participation Participation Variance Meetings Meetings 2016 2015 2016 2015 Wellness Classes/ Programs Fitness Zumba 21 13 8 9 17 Mat Pilates & Morning Workout 41 42 -1 16 26 Tai Chi Chuan 4 37 -33 9 20 Personal Training 8 5 3 13 18 Leisure Fara's Food 8 0 8 1 0 May Luncheon 45 0 45 1 0 Open Game Play Bridge: Social 43 43 0 3 5 Mah Jongg 78 61 17 5 14 Wellness Classes/Programs Total 248 201 47 57 100 WELLNESS CENTER TOTAL 5094 4045 1049 190 253 377 Community Resources Department Monthly Revenue Report for May 2016 Monthlv Revenue - Facility Rentals 2016 2015 Variance Library $ - $ 1,444.00 $ (1,444.00) Museum $ - $ 375.00 $ (375.00) Wellness Center $ 2,618.75 $ 750.00 $ 1,868.75 Parks $ 415.00 $ 245.00 $ 170.00 Sports Fields $ 1,205.00 $ 1,235.00 $ (30.00) Monthly Facility Revenue $ 4,238.75 $ 4,049.00 $ 189.75 Monthlv Revenue Wellness Center $ 2,414.23 $ 3,316.00 $ (901.77) Fitness Memberships/ Daily Passes & WC Keys $ 10,025.00 $ 8,125.00 $ 1,900.00 Community Services $ 6,477.50 $ 13,962.00 $ (7,484.50) Total Revenue $ 18,916.73 $ 25,403.00 $ (6,486.27) Revenue Year to Date Facility Revenue $ 48,874.75 $ 42,876.00 $ 5,998.75 Wellness Center $ 51,059.60 $ 29,163.00 $ 21,896.60 Fitness Memberships & Daily Passes $ 95,715.00 $ 62,290.00 $ 33,425.00 Community Services $ 96,608.50 $ 66,812.00 $ 29,796.50 Total Revenue to Date $ 292,257.85 201,141.00 $ 91,116.85 378 • Q� VAL — eeH f,r,Discs r — The Design and Development Department represents one of six City departments, and consists of six divisions: The Customer Service Center, Planning, Building, Public Works Development, Engineering Services, and Administration. 11MER l_ENTEF The Customer Center serves as a one -stop shop for La Quinta residents. It is the central location for obtaining permits for planning, building, engineering, garage sales, and special events. The Center assists customers through the permitting process from initial questions and pre -application meetings through inspections and final certificate of occupancy. 22 act Appl 18 s Ar DESIGN AND DEVELOPMENT DEPARTMENT 379 Planning Activity The Planning Division works with residential and commercial property/business owners and developers to ensure development in the City is constructed consistent with the City`s goals and policies. •n A Village Use Permit application was submitted by Old Town Artisan Studio proposing the construction of the Art Park of The Desert, an art -focused campus with multiple buildings. •u The Robert Green Company has applied for a Site Development Permit and Environmental Assessment proposing the construction of an approximately 76,444 square -foot luxury hotel and spa, a 7,279 square -foot meeting center, a 34,738 square -foot conference center, and 29 private residences within the SilverRock Resort. Located at the southwest corner of Jefferson Street and Avenue 52. Building Activity The Building Division administers all building permit applications and plans for compliance with requirements established in the entitlement process, La Quinta Municipal Code, and all currently applicable California Building Standards Codes. Year 2016 2015 May 181 195 May 23 0 eTRAKiT Year To Date 958 946 a ME DESIGN AND DEVELOPMENT DEPARTMENT 380 Public Works Development Permits The Development Division provides engineering assistance with a variety of permits. During the month of May 2016, the following number of permits were issued: 2016 Ist QUARTER PUBLIC WORKS DEVELOPMENT REVIEWS (328 TOTAL REVIEWS) 7�, tdtt 1251 V ]ry tale W Two Days lake 0 Dr" Days late ■ More Third 3 Days late Engineering Services The Engineering Services Division provides engineering design and construction oversight on a variety of infrastructure projects that help keep La Quinta safe and beautiful. Highlighted below are some activities for May 2016: ♦ Civic Center Campus, Fire Station #70, and Fritz Burns Park Turf Conversion Projects - have all been completed and are being considered for Council acceptance on June 21, 2016. ♦ Madison Street Median Landscape Conversion - preconstruction meeting June 15, 2016, with work tentatively scheduled to begin June 20, 2016; entails 60,000 square feet of turf being converted to Desert Efficient Palette. ♦ Eisenhower Drive Pavement Stabilization Improvement Project - due to its proximity to the La Quinta Resort, work on this project is expected to begin after the Fourth of July holiday. ♦ - Plans, Specifications, and Engineer's Estimate - are being considered by Council on June 21, 2016 for the North La Quinta Parkway Turf Conversion Project (Del Oro) as well as the Playground Equipment Installation Project; both projects are expected to go to bid on June 22, 2016. ♦ �1129 requests for service and preventative maintenance checks completed in GORequest for May 2016: - 011 74% were preventative maintenance checks -14 011 26% were requests for services in the areas of timing, lighting, street signs, and other needed signal repairs a 40 a -40 DESIGN AND DEVELOPMENT DEPARTMENT 381 382 DEPARTMENT REPORT ITEM NO. City of La Quinta CITY COUNCIL MEETING DEPARTMENT REPORT TO: Madam Mayor and Members of the City Council FROM: Steve Howlett, Facilities Director DATE: June 21, 2016 SUBJECT: FACILITIES DEPARTMENT REPORT - MAY 2016 1. For the month of May, the total for all maintenance expenditures recorded in GORequest for Public Works, Parks and Building maintenance was $84,380. Public Works, Parks and Building Maintenance workers recorded nearly 1,904 task hours associated with this work. A detailed breakdown of tasks and associated costs is presented in the pie charts (Attachment 1, 2, and 3). 2. Residents continue to submit customer satisfaction surveys through the GORequest system. The department received six surveys in the month of May, with residents commenting on how staff handled reported issues. Employees were rated on their response time, effectiveness, and courtesy. A summary of responses is provided below and detailed surveys are provided (Attachment 4). 100 percent of respondents rated Response Times as "Superior" or "Good" 100 percent of respondents indicated their expectations were "Exceeded" or "Met" 100 percent of respondents rated Employee Effectiveness as "Superior" or "Good" • 100 percent of respondents rated Employee Courtesy as "Superior" or "Met" Surveys also include positive feedback from residents such as: "Incredibly fast and easy. Proud to live here!", "So convenient to do it on my phone". And "Not only were the bushes trimmed, they were trimmed within a day or two. The danger of turning left onto Madison from the PGA West Weiskopf gate has been substantially reduced since we are now able to see oncoming traffic. When the bushes were overgrown, it was extremely difficult to determine the rate of speed because you could not see the oncoming traffic until it was nearly upon you. Excellent and fast results. My compliments to all involved. Jim Wisener Resident of PGA West". Attachments: 1. Public Works Maintenance Expenditures by Task for May 2. Park Maintenance Expenditures by Task for May. 3. Building Maintenance Expenditures by Task for May. 4. Customer Satisfaction Survey Details for May. 383 384 ATTACHMENT 1 Public Works Maintenance Expenditures by Task for May 2016 Total Mai ntenanceExpenditures: $59,454 ■ Debris/Litter Removal/Right ■ Fred Wolff Sidewalk/Bike of Way Maint $6,050.05_ Path Cleaning $98.78 Vehicle/Equipment Maint/Services $1,640 3 Street Sweeping $13,863.66 Street Sign Repair/Maint $11,192.74 Storm Drain Repair and Maint $97.56 Sidewalk Repair/Concrete C&G $1,328.88 Seminars/Training $886.70 Graffiti Removal (Right -of -Way) $3,341.64 ■ Gutter/Median Sand Removal $756.40 Inspection $3,884.64 Irrigation/ Weeds/Shrub/Tree Trimming $8,452.20 ■ Landscape/Irrigation Contract Management $295.10 ■ Maint Yard Meeting Building Maint $1,356.98 $1,912.03 ■ Office (Phone, paperwork, reports, Misc) $870.08 Pothole or Street Repair—/ ■ Pavement Marking $1,649.03 $1,777.96 ■ Debris/Litter Removal/Right of Way Maint ■ Fred Wolff Sidewalk/Bike Path Cleaning ■ Graffiti Removal (Right -of -Way) ■ Gutter/Median Sand Removal ■ Inspection ■ Irrigation/ Weeds/Shrub/Tree Trimming ■ Landscape/Irrigation Contract Management ■ Maint Yard /Building Maint ■ Meeting ■ Office (Phone, paper work, reports, Misc) ■ Pavement Marking ■ Pothole or Street Repair ■ Seminars/Training ■ Sidewalk Repair/Concrete C&G Storm Drain Repair and Maint ■ Street Sign Repair/Maint Street Sweeping Vehicle/Equipment Maint/Services 385 386 ATTACHMENT 2 Park Maintenance Expenditures by Task for May 2016 Parks/Seminars/Training $83.14 Parks/Playground Equipment Insp $572.93 _ v1 Parks/Misc $75.51 Parks/Trail Maintenance $854.89 Parks/Walkways $366.89 ■ Parks/Irrigation/Weeds/TreeTri mming $1,098.88 ■ Parks/Athletic Field Inspection .$622.04 ■ Parks/Debris/Litter Removal $587.39 Parks/Fencing/Wall Repairs $206.04 Parks/Grafitti $1,512.40 Total Mai ntenanceExpenditures: $15,837 Parks/FB Pool Inspection $159.93 ■ Parks/Athletic Field Inspection ■ Parks/Debris/Litter Removal -: Parks/Fencing/Wall Repairs ■ Parks/FB Pool Inspection ■ Parks/Grafitti Parks/Inspection Maint ■ Parks/Irrigation/Weeds/TreeTrimming ■ Parks/Meeting Parks/Misc ■ Parks/Office Administration Parks/Playground Equipment Insp Parks/Seminars/Training Parks/Trail Maintenance Parks/Walkways Parks/ Waterfeatures 387 388 ATTACHMENT 3 Building Maintenance Expenditures by Task for May 2016 FM/Security/Fobs/Alarms/ DoorLocks $29.03 FS/Electrical $92.03 FS/ HVAC $333.29 FM/Preventative Maint Tasks / $336.21 FM/Personnel Requests $487.61 FM/Plumbing $798.82 FM/Paint $1,419.65 ■ FM/Misc/General Repai $408.91 FM/Meetings $139.30 FM/Light Bulbs $320.72 FM/ HVAC $1,394.19 FS/Misc/General Repairs $18.52 FS/Personnel Requests $178.13 FS/Plumbing $299.12 Facilities Maintenance $940.02 FM/Carpentry & Hardware S1.065.65 Facilities Maintenance FM/Carpentry & Hardware FM/Electrical FM/ HVAC FM/Light Bulbs FM/Meetings FM/Misc/General Repairs FM/Paint ■ FM/Personnel Requests ■ FM/Plumbing FM/Preventative Maint Tasks ■ FM/Security/Fobs/Alarms/DoorLocks ■ FS/Electrical FS/ HVAC FS/Misc/General Repairs FS/Personnel Requests FS/Plumbing Total MaintenanceExpenditures: $ 9,089 389 390 ATTACHMENT 4 Customer Satisfaction Survey Details 05/01 /2016 to 05/31 /2016 Request: 20000 Survey Entered: 05-19-2016 Request Entered: 05/07/2016 Closed: 05/12/2016 Days Open: 5 Topic: Parks Employee: Robert Ambriz Jr. Customer: Jo Ann Bollen Description: Poop bags dispenser for dogs has been empty for about five days as of yesterday. Thanks for all that you do! Reason Closed: Poop bags dispenser for dogs on Bear Creek Trail has been filled. Employee Effectiveness: Superior Response Times: Superior Employee Courtesy: Superior Expectations Met: Exceeded Comments: So convenient to do it on my phone. Request: 20163 Survey Entered: 05-23-2016 Request Entered: 05/13/2016 Closed: 05/16/2016 Days Open: 3 Topic: Sidewalk Repair/Concrete C&G- 1007 Employee: James Lindsey Customer: J Cathcart Description: The sidewalk is buckled. The location is just East of the bus stop on Miles Avenue on the north side near the intersection of Miles and Washington. Reason Closed: Work done Employee Effectiveness: Superior Response Times: Superior Employee Courtesy: Superior Expectations Met: Exceeded Request: 20204 Survey Entered: 05-24-2016 Request Entered: 05/16/2016 Closed: 05/17/2016 Days Open: 1 Topic: Irrigation/ Weeds/Shrub/Tree Trimming - 1040 Employee: Robert Ambriz Jr. Customer: Jim Wisener Description: Mr. Wisener advises the landscaping in the median is overgrown and is making it difficult to see oncoming traffic when exiting Weiskopf from the WB side to go NB on Madison St.. He advises vehicles travel at speed coming from Trilogy, and if you don't time your exit just right, they nearly collide. Anthony checked the landscape plan, and it appears that this location falls under the authority of the Landscape Lighting District. Reason Closed: Work done. Employee Effectiveness: Superior Response Times: Superior Employee Courtesy: Superior Expectations Met: Exceeded Comments: Not only were the bushes trimmed, they were trimmed within a day or two. The danger of turning left onto Madison from the PGA West Weiskopf gate has been substantially reduced since we are now able to see oncoming traffic. When the bushes were overgrown, it was extremely difficult to determine the rate of speed because you could not see the on coming traffic until it was nearly upon you. Excellent and fast results. My compliments to all involved. Jim Wisener Resident of PGA West. 391 Request: 20300 Survey Entered: 05-31-2016 Request Entered: 05/19/2016 Closed: 05/23/2016 Days Open: 4 Topic: Street Sign Repair/Maint - 1010 Employee: James Lindsey Customer: Martha Osborne Description: The street signs on top of the post are crooked and loose. Please straighten and tighten. Reason Closed: Work done Employee Effectiveness: Good Response Times: Superior Employee Courtesy: N/A Expectations Met: Exceeded Request: 20362 Survey Entered: 05-23-2016 Request Entered: 05/22/2016 Closed: 05/23/2016 Days Open: 1 Topic: Debris/Litter Removal/Right of Way Maint - 1011 Employee: James Lindsey Customer: Gary Description: A tree is down @ the corner of Chihuahua and Martinez. Reason Closed: Completed Employee Effectiveness: Superior Response Times: Superior Employee Courtesy: N/A Expectations Met: Exceeded Comments: I Incredibly fast and easy. Proud to live here! Request: 20363 Survey Entered: 05-30-2016 Request Entered: 05/22/2016 Closed: 05/23/2016 Days Open: 1 Topic: Graffiti Removal (Right -of -Way) - 1071 Employee: James Lindsey Customer: Matt Cohrt Description: Graffiti on rocks near cvwd water tanks Reason Closed: Covered graffiti, job completed Employee Effectiveness: Superior Response Times: Superior Employee Courtesy: Superior Expectations Met: I Exceeded 392 COMMUNITY SERVICES COMMISSION MINUTES MONDAY, MAY 9, 2016 CALL TO ORDER A regular meeting of the La Quinta Community Services Commission was called to order at 5:30 p.m. by Chair Engel. ROLL CALL PRESENT: Commissioners Engel, Blakeley, Chiapperini, Johnson, Simonds PLEDGE OF ALLEGIANCE Commissioner Johnson led the Pledge of Allegiance. PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA - None CONFIRMATION OF AGENDA - Confirmed as submitted. PRESENTATIONS 1. LA QUINTA XPARK UPDATE Presented by Facilities Director Howlett. CONSENT CALENDAR 1. APPROVE MINUTES OF APRIL 11, 2016 Motion - A motion was made and seconded by Commissioners Chia perrini/Blakeley to approve the April 11, 2016 Community Services Commission Minutes as submitted. Motion passed: ayes 4, noes 0, abstain 1 (Engel). BUSINESS SESSION 1. COMMUNITY SERVICES COMMISSION WORK PLAN FOR FISCAL YEAR 2016/17 Presented by Community Resources Manager Larson. Motion - A motion was made and seconded by Commissioners Blakeley/Chiaperrini to approve the Community Services Commission Work Plan for Fiscal Year 2016/17. Motion passed unanimously. DEPARTMENT REPORTS 1. COMMUNITY PROGRAMS AND WELLNESS REPORT - MARCH 2O16 2. COMMUNITY PROGRAMS AND WELLNESS REPORT - APRIL 2016 393 REPORTS AND INFORMATION ITEMS 1. REPORT FROM COMMISSIONERS REGARDING MEETINGS ATTENDED 2. CALENDAR OF MONTHLY EVENTS COMMISSIONER ITEMS: ADJOURNMENT There being no further business, it was moved and seconded by Commissioners Blakeley/Simonds to adjourn the meeting at 6:24 p.m. Motion passed unanimously. Respectfully submitted, LISA CHAUDHRY, Administrative Technician City of La Quinta, California 394 PLANNING COMMISSION MINUTES TUESDAY, MARCH 8, 2016 CALL TO ORDER A regular meeting of the La Quinta Planning Commission was called to order at 7:06 p.m. by Chairperson Wilkinson. PRESENT: Commissioners Bettencourt, Blum, Fitzpatrick, Wright, and Chairperson Wilkinson ABSENT: None STAFF PRESENT: Planning Manager Gabriel Perez, Principal Planner Jay Wuu, Consultant Principal Planner Nicole Criste, Principal Engineer Bryan McKinney, Assistant City Attorney Michelle Molko, Executive Assistant Wanda Wise -Latta, and Deputy City Clerk Monika Radeva Commissioner Fitzpatrick led the Commission in the Pledge of Allegiance. PUBLIC COMMENT - None CONFIRMATION OF AGENDA - Confirmed APPROVAL OF MINUTES 1. Approval of the minutes of Special Joint City Council and Planning Commission meeting of January 12, 2016. Motion - A motion was made and seconded by Commissioners Blum/Fitzpatrick to approve the Special Joint City Council and Planning Commission minutes of January 12, 2016, as submitted. Motion passed unanimously. 2. Approval of the minutes of January 12, 2016. Staff said Director's Item No. 1 listed on page 3 will be amended to read as follow: "Planning Manager Perez stated that the City will prepare an ordinance on water efficient landscape measures consistent with Governor Brown's Drought Executive Order, which will be presented to the Planning Commission. He noted the ordinance PLANNING COMMISSION MINUTES 1 MARCH 8, 2016 395 will include water reduction strategies discussed during the June 16, 2015, City Council meeting." Motion - A motion was made and seconded by Commissioners Fitzpatrick/Wright to approve the Planning Commission minutes of January 12, 2016 as submitted including the above stated amendment by staff. Motion passed unanimously. 3. Approval of the minutes of February 23, 2016. Motion - A motion was made and seconded by Commissioners Blum/Bettencourt to approve the Planning Commission minutes of February 23, 2016 as submitted. Motion passed unanimously. PUBLIC HEARINGS 1. Environmental Assessment 2013-630 and Conditional Use Permit 2013-152 submitted by Case and Lisa Swenson proposing a 5,929 square -foot single family home on 3.16 acre lot within the Enclave Mountain Estates. Project: Swenson Residence. CEQA: adopt a Mitigated Negative Declaration of environmental impact and associated Mitigation Monitoring Program. Location: 77210 Loma Vista. Consultant Principal Planner Nicole Criste presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Chairperson Wilkinson declared the PUBLIC HEARING OPEN at 7:29 p.m. Public Speaker: Mr. Case Swenson, Owner, La Quinta, CA - introduced himself and expressed his gratitude to City staff, the Commission, the Enclave homeowners, and the Homeowners Association Chairman for their time and efforts on this project. Public Speaker: Mr. John Vuksic, President with Prest Vuksic Architects, Palm Desert, CA - introduced himself, said he was very excited to be the architect for the proposed Swenson residence, and gave a detailed presentation of the project. He answered the Commission's question regarding the pinnacle edge on the east side of the property and the proposed residence photo simulations. Commissioners Bettencourt, Fitzpatrick, and Chairperson Wilkinson said they individually met with the Architect, John Vuksic, prior to the meeting and visited the site on their own. Consultant Principal Planner Criste explained there were two Initial Studies circulated for this project. The first one proposed a larger dwelling than what was presented before the Commission tonight. The second one was circulated from December 30, 2015 through January 20, 2016 after the project was amended based on comments received by the Homeowners Association (HOA). The comments received and staffs responses to those PLANNING COMMISSION MINUTES 2 MARCH 8, 2016 396 comments are included as Exhibit A to the proposed resolution. She said the applicant is also subject to compliance to the HOA requirements outlined in the settlement agreement included as Attachment No. 7 to the staff report. Staff and Mr. Vuksic answered the Commission's questions regarding driveway length, parking, setbacks, and landscaping. Assistant City Attorney Molko stated that three additional comments were received after the agenda packet was prepared and disseminated. The comments were distributed to the Commission before the meeting, incorporated into the packet, and made available to the public. They included an opposition from Mr. Joseph McVeigh, and two support comments from Robert and Mary Lou Alfini and Jon Harnish. Public Speaker: The following speakers spoke in opposition of the Swenson residence within The Enclave Mountain Estates: 1. Sean McVeigh, La Quinta 2. Joseph McVeigh, La Quinta - deferred his 3 minutes to Sean McVeigh 3. Jay Baden, La Quinta - deferred his 3 minutes to Sean McVeigh 4. Anna Baden, La Quinta - deferred his 3 minutes to Sean McVeigh 5. Patti Mergener, La Quinta 6. Michael Mergener, La Quinta 7. Mary Urquhart, La Quinta 8. Patrick Pratt, Palm Desert - representing Mr. and Mrs. Urquhart residing at 48705 Via Sierra 9. Dan O'Conner, La Quinta 10.Gael Margarites, La Quinta 11. Bea Hollfelder, La Quinta - Gael Margarites read a letter authored by Bea Hollfelder 12.Chris Margarites, La Quinta 13. Beverly Testwuide, La Quinta 14. Bill Covery, La Quinta Public Speaker: The following speakers spoke in support of the Swenson residence within The Enclave Mountain Estates: 1. Cece Boger, La Quinta 2. David Boger, La Quinta - President of The Enclave Mountain Estates HOA 3. Ed Weisenheimer, La Quinta - submitted only written comments 4. Gloria Dodd, La Quinta 5. Michele Lissberger, La Quinta 6. John Lissberger, La Quinta 7. Richard Grund, La Quinta 8. Victory Grund, La Quinta 9. Marilyn Johnston, La Quinta 10. Hal Wright, La Quinta 11.John Rosling, La Quinta PLANNING COMMISSION MINUTES 3 MARCH 8, 2016 397 Mr. Vuksic explained that story poles and strings were put up twice on the property to show the dimensions of the proposed dwelling. Notifications of the story poles were sent out and Mr. Vuksic gave a presentation on the site. He said he went to each property to examine visibility of the neighborhood properties. Public Speaker: Mr. Doug Franklin, President of the Altum Group, and the project's Civil Engineer - introduced himself and explained the inconsistency in the hydrology report brought up by Mr. McVeigh earlier was very minor with regards to offsite and onsite flows, which has been address. He drainage and retention system as designed will meet WQMP requirements. Chairperson Wilkinson declared the PUBLIC HEARING CLOSED at 9:29 p.m. Motion - A motion was made and seconded by Commissioners Bette ncourt/Fitzpatrick to adopt Planning Resolution No. 2016-002 adopting Environmental Assessment 2013-630 and Mitigated Negative Declaration under the California Environmental Quality Act and approving Conditional Use Permit 2013-152 for the Swenson residence within The Enclave Mountain Estate. Motion passed unanimously. Chairperson Wilkinson called for a short recess. Chairperson Wilkinson reconvened the meeting at 9:43 p.m. with all Commissioners present. 2. Site Development Permit 2015-0006 submitted by PGA West II Residential Association, Inc. proposing the construction of a permanent parking lot, storage area, walls and landscaping improvements on approximately 0.5 acres. Project: PGA West. CEQA: exempt from environmental review under the California Environmental Quality Act, pursuant to Section 15332 (Class 32) In -Fill Development Projects. Location: southern terminus of Interlachen at Hermitage, north of Avenue 58. Principal Planner Jay Wuu presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Staff addressed the Commission's questions with regards to certified landscape architect stamp requirements, emergency ingress and egress, and Fire Department's clearance and striping requirements. Chairperson Wilkinson declared the PUBLIC HEARING OPEN at 9:50 p.m. Public Speaker: Mr. Michael Rowe, Civil Engineer with MSA Consulting, Palm Desert, CA - introduced himself and gave a brief description of the project. PLANNING COMMISSION MINUTES 4 MARCH 8, 2016 398 Chairperson Wilkinson declared the PUBLIC HEARING CLOSED at 9:51 p.m. Motion - A motion was made and seconded by Commissioners Bettencourt/Fitzpatrick to adopt Planning Resolution No. 2016-003 approving Site Development Permit 2015-0006 for storage and parking areas for PGA West and deem the project exempt from environmental review under the California Environmental Quality Act, pursuant to Section 15332 (Class 32) In -Fill Development Projects. Motion passed unanimously. 3. Sign Program Amendment 2015-0004 submitted by 3 Amigos Prop proposing a sign program amendment for the Point Happy Shopping Center. Project: Point Happy. CEQA: exempt from environmental review under the California Environmental Quality Act pursuant to provisions of Section 15311 (a) in that this proposal includes on -premise signs. Location: 78-468 Highway 111. Planning Manager Gabriel Perez presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Chairperson Wilkinson declared the PUBLIC HEARING OPEN at 9:59 p.m. Public Speaker: None Chairperson Wilkinson declared the PUBLIC HEARING CLOSED at 9:59 p.m. Motion - A motion was made and seconded by Commissioners Blum/Wright to adopt Planning Resolution No. 2016-004 approving Sign Program Amendment 2015-0004 for the Point Happy Shopping Center and deem the project exempt from environmental review under the California Environmental Quality Act, pursuant to Section 15311 (a) in that this project includes on -premise signs. Motion passed unanimously. 4. Continued from the March 22, 2016 meeting - Zoning Ordinance Amendment 2016- 0001 submitted by the City of La Quinta recommending that the City Council amend several chapters of Titles 2, 7, 8, 9, and 13 of the La Quinta Municipal Code, related to streamlining of the development review process. CEQA: Exempt from environmental review under the California Environmental Quality Act, pursuant to Section 15061(b)(3), Review for Exemptions - General Rule. Planning Manager Gabriel Perez presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Chairperson Wilkinson declared the PUBLIC HEARING CLOSED at 10:18 p.m. Motion - A motion was made and seconded by Commissioners Wright/Blum to adopt Planning Resolution No. 2016-005 recommending to the City Council approval of Zoning Ordinance Amendment 2016-0001 proposing amendment to several chapters of Titles 2, PLANNING COMMISSION MINUTES 5 MARCH 8, 2016 399 7, 8, 9, and 13 of the Municipal Code and deem the project exempt from environmental review under the California Environmental Quality Act, pursuant to Section 15061(b)(3), Review for Exemptions - General Rule. Motion passed unanimously. BUSINESS SESSION 1. Recommend that the City Council amend the Planning Commission meeting start time from 7:00 p.m. to 6:00 p.m. Planning Manager Perez presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Motion - A motion was made and seconded by Commissioners Wright/Bettencourt recommending to the City Council to change the Planning Commission meeting start time from 7:00 p.m. to 6:00 p.m. Motion passed unanimously. COMMISSIONER ITEMS 1. Commissioner Blum is scheduled to attend the March 15, 2016 City Council meeting. DIRECTOR'S ITEMS ADJOURNMENT There being no further business, it was moved and seconded by Commissioners Fitzpatrick/Blum to adjourn this meeting at 10:28 p.m. Motion passed unanimously. Respectfully submitted, -0� MONIKA RADEVA, Deputy City Clerk City of La Quinta, California PLANNING COMMISSION MINUTES 6 MARCH 8, 2016 400 PLANNING COMMISSION MINUTES TUESDAY, MARCH 22, 2016 CALL TO ORDER A regular meeting of the La Quinta Planning Commission was called to order at 7:02 p.m. by Chairperson Wilkinson. PRESENT: Commissioners Bettencourt, Fitzpatrick, Wright, and Chairperson Wilkinson ABSENT: Commissioner Blum STAFF PRESENT: Design and Development Director Tim Jonasson, Planning Manager Gabriel Perez, Principal Engineer Bryan McKinney, Executive Assistant Wanda Wise -Latta, and Deputy City Clerk Monika Radeva Commissioner Fitzpatrick led the Commission in the Pledge of Allegiance. PUBLIC COMMENT Public Speaker: Mr. Walt Sorenson, La Quinta, CA - introduced himself and spoke in opposition of Washington 50 project submitted by Chandi Group, USA and located at the southeast corner of Washington Street and Avenue 50; (Site Development Permit 2015-0005). The project proposes the construction of a 52,000 square -foot commercial development, which consists of a 6,000 square -foot gas station with convenience store/deli and 4,000 square -foot car wash facility, two 3,000 square -foot drive -through restaurant pads, and two 18,000 square -foot office/retail buildings. CONFIRMATION OF AGENDA - Confirmed PUBLIC HEARINGS 1. Appeal 2016-0001 submitted by Mr. George Bushala seeking reversal of Design and Development Director's decision regarding the approval of Tentative Parcel Map 2015-0009 (TPM 36964) and Minor Adjustment 2016-0001. CEQA: categorically exempt from environmental review pursuant to the California Environmental Quality Act Section 15315, Class 15 (Minor Land Divisions). Location: southeast corner of Calle Quito and Avenida La Jarita. PLANNING COMMISSION MINUTES 1 MARCH 22, 2016 401 Planning Manager Gabriel Perez presented the information contained in the staff report, a copy of which is on file in the Community Development Department. Chairperson Wilkinson declared the PUBLIC HEARING OPEN at 7:25 p.m. Public Speaker: Mr. George Bushala, Applicant, La Quinta, CA - introduced himself and explained his reasoning for appealing the Director's approval of Tentative Parcel Map 2016-0001 (TPM 36964). He expressed disagreement with the staff's findings and recommendations as outlined in the staff report. Chairperson Wilkinson called for a short recess at 7:55 p.m. Chairperson Wilkinson reconvened the meeting at 8:03 p.m. with all Commissioners present. Public Speaker: Mr. Christian Servin, La Quinta, CA - introduced himself and spoke in support of the appeal and requested the Planning Commission reverse the Director's approval of Tentative Parcel Map 2016-0009 (TPM 36964). Public Speaker: Mr. Rick Morris, La Quinta, CA - introduced himself and said he is the owner of the appealed parcel. He said he has lived in the Coachella Valley for a long time and has been a builder in the community as well. He said he thinks this project will enhance the residential community. Chairperson Wilkinson declared the PUBLIC HEARING CLOSED at 8:15 p.m. Motion - A motion was made and seconded by Commissioners Bette ncourt/Fitzpatrick to adopt Planning Commission Resolution No. 2016-006 denying Appeal 2016-0001 and upholding the Director's approval of Tentative Parcel Map 2015-0009 (TPM 36964) and Minor Adjustment 2016-0001. AYES: Commissioners Bettencourt, Fitzpatrick, Wright, and Chairperson Wilkinson. NOES: None. ABSTAIN: None. ABSENT: Commissioner Blum. Motion passed. BUSINESS SESSION - None COMMISSIONER ITEMS - None DIRECTOR'S ITEMS 1. Planning Manager Perez said the Development Code Tune Up (Zoning Ordinance Amendment 2016-0001) will be presented to the City Council for review and consideration at the April 5, 2016 meeting. ADJOURNMENT PLANNING COMMISSION MINUTES 2 MARCH 22, 2016 402 There being no further Bettencou rt/Fitzpatrick unanimously. Respectfully submitted, r r business, it was moved and seconded by Commissioners to adjourn this meeting at 8:24 p.m. Motion passed MONIKA RADEVA, Deputy City Clerk City of La Quinta, California PLANNING COMMISSION MINUTES MARCH 22, 2016 403 404 PLANNING COMMISSION MINUTES TUESDAY, APRIL 26, 2016 CALL TO ORDER A regular meeting of the La Quinta Planning Commission was called to order at 6:01 p.m. by Chairperson Wilkinson. PRESENT: Commissioners Bettencourt, Blum, Fitzpatrick, and Chairperson Wilkinson ABSENT: Commissioner Wright STAFF PRESENT: Design and Development Director Tim Jonasson, Assistant City Attorney Michelle Molko, Planning Manager Gabriel Perez, Principal Engineer Bryan McKinney, Executive Assistant Wanda Wise -Latta, Deputy City Clerk Monika Radeva, and Office Assistant Carley Votaw Commissioner Bettencourt led the Commission in the Pledge of Allegiance. PUBLIC COMMENT - None CONFIRMATION OF AGENDA - Confirmed APPROVAL OF MINUTES 1. Approval of the minutes of March 8, 2016. Staff said the "PRESENT" section under Call to Order on page 1 should read as follows: "PRESENT. Commissioners Bettencourt, Blum Fitzpatrick, Wright, and Chairperson Wilkinson" Motion - A motion was made and seconded by Commissioners Fitzpatrick/Blum to approve the Planning Commission minutes of March 8, 2016, as submitted including the above stated amendment by staff. AYES: Commissioners Bettencourt, Blum, Fitzpatrick, and Chairperson Wilkinson. NOES: None. ABSTAIN: None. ABSENT: Commissioner Wright. Motion passed. PLANNING COMMISSION MINUTES 1 APRIL 26, 2016 405 2. Approval of the minutes of March 22, 2016. Motion - A motion was made and seconded by Commissioners Fitzpatrick /Bettencourt to approve the Planning Commission minutes of March 22, 2016, as submitted. AYES: Commissioners Bettencourt, Blum, Fitzpatrick, and Chairperson Wilkinson. NOES: None. ABSTAIN: None. ABSENT: Commissioner Wright. Motion passed. PUBLIC HEARINGS 1. Environmental Assessment 2015-0004, General Plan Amendment 2015-0001, Zone Change 2015-0002, Tentative Parcel Map 2015-0007, Conditional Use Permit 2015-0002, and Site Development Permit 2015-0005 submitted by Chandi Group, USA proposing the construction of a 52,800 square -foot commercial center on 7.6 acres. Project: Washington 50. CEQA: Mitigated Negative Declaration of environmental impact and associated Mitigation Monitoring Program. Location: southeast corner of Washington Street and Avenue 50. Planning Manager Gabriel Perez presented the information contained in the staff report, a copy of which is on file in the Design and Development Department. Planning Manager Perez said a "Notice of Correction and Clarification to Staff Report for Public Hearing Item No. 1" was distributed to the Commission prior to the meeting. He presented the contents of the notice and noted that it would be included as part of the agenda packet. A memorandum, containing additional comments regarding Public Hearing Item No. 1 received after the dissemination of the agenda packet, was distributed to the Commission prior to the meeting. The correspondence included the following: Comments in opposition of the project: 1. Richard R. Fredericks, La Quinta, CA 2. Angelo and Bernie Alioto, La Quinta, CA 3. Evie Connell Sproul, La Quinta, CA 4. Richard Drucker, MD, La Quinta, CA 5. Kemper Eakle, La Quinta, CA 6. Ray C. Largo, La Quinta, C Comments in support of the project: 1. Shawn Harkness, La Quinta, CA PLANNING COMMISSION MINUTES 2 APRIL 26, 2016 406 Planning Manager Perez stated that staff received correspondence from the applicant stating he was unable to attend today's meeting due to extenuating circumstances and was requesting that the item be continued to the May 10, 2016 Planning Commission meeting. Staff was in support of the continuance. Chairperson Wilkinson declared the PUBLIC HEARING OPEN at 6:10 p.m. Public Speaker: Tom Freeman, Executive Vice President and Chief Administrative Officer of Chandi Group USA - introduced himself and said that Mr. Chandi was out of town due to a family emergency. He stated the applicant had submitted a request to continue the item to the May 10, 2016, Planning Commission meeting. Mr. Freeman explained the applicant regretted not being able to attend and commended the community for the comments received regarding the project. Mr. Freeman stated that after careful consideration, the applicant would like to request withdraw of the project at this time, but hoped to work with staff and the community to identify a more suitable location. Public Speaker: Rex McLennan, La Quinta, CA - introduced himself, said he represented the "NO Washington 50" group, and expressed his gratitude to the applicant for withdrawing the proposed project. Public Speaker: Ms. Neeta Quinn, La Quinta, CA - introduced herself and stated that she wished to remind the Commission of the City's Community Vision contained within the City of La Quinta's 2035 General Plan. Public Speaker: Dennis Lubas, La Quinta, CA - introduced himself and expressed concerns regarding development of only the lucrative parcels within a project, and the developers' tendency to sell the less lucrative ones. Public Speaker: Christi Salamone, La Quinta, CA - introduced herself and requested clarification on the withdrawal of the project. Assistant City Attorney Michelle Molko explained the withdrawal process as identified by the La Quinta Municipal Code. She stated that if the withdrawal was approved, all applications for this project become null and void and the status of the property is as if no applications have ever been submitted. If some or another applicant wished to initiate a new application, nothing would preclude them from doing so. Chairperson Wilkerson declared the PUBLIC HEARING CLOSED at 6:27 p.m. Motion - A motion was made and seconded by Commissioners Bettencourt/Blum to approve the applicants request to withdraw the project. AYES: Commissioners PLANNING COMMISSION MINUTES 3 APRIL 26, 2016 407 Bettencourt, Blum, Fitzpatrick, and Chairperson Wilkinson. NOES: None. ABSTAIN: None. ABSENT: Commissioner Wright. Motion passed. BUSINESS SESSION - None COMMISSIONER ITEMS - None DIRECTOR'S ITEMS - None ADJOURNMENT There being no further business, it was moved and seconded by Commissioners Fitzpatrick/Blum to adjourn this meeting at 6:32 p.m. AYES: Commissioners Bettencourt, Blum, Fitzpatrick, and Chairperson Wilkinson. NOES: None. ABSTAIN: None. ABSENT: Commissioner Wright. Motion passed. Respectfully submitted, i MONIKA RADEVA, Deputy City Clerk City of La Quinta, California PLANNING COMMISSION MINUTES 4 APRIL 26, 2016 408 ARCHITECTURAL AND LANDSCAPING REVIEW BOARD MINUTES WEDNESDAY. FEBRUARY 17. 2016 CALL TO ORDER A special meeting of the La Quinta Architectural and Landscaping Review Board was called to order at 3:03 p.m. by Principal Planner Jay Wuu. PRESENT: Board Members Richard Gray, Kevin McCune, and Ray Rooker ABSENT: None STAFF PRESENT: Planning Manager Gabriel Perez, Principal Planner Jay Wuu, Principal Engineer Bryan McKinney, and Executive Assistant Wanda Wise -Latta. Also present was Design & Development Director/City Engineer Tim Jonasson. Board Member Gray led the Board in the Pledge of Allegiance. PUBLIC COMMENT - None CONFIRMATION OF AGENDA - Confirmed BUSINESS SESSION 1. Consideration of Amendments to Titles 2, 7, 8, 9 and 13 of the La Quinta Municipal Code relating to the streamlining of the Development Review Process. Planning Manager Gabriel Perez presented the information contained in the staff report and a copy is on file in the Community Development Department. Discussion followed regarding staff -level development review, transparency, and approval guidelines; notification method options of any staff actions, such as a weekly report made available on the City's website and Items of Interest; appeal process application, allowed timeframes, and the ability for "call up review" by Council and Planning Commission of staff commission or staff decisions; role of the Historic Preservation Commission in the Development Review Process; Planning Applications streamlining; exploring the possibility of conducting a comparison study in one year to identify any realized time and cost savings from the Development Code Tune Up; and, if necessary, look into additional streamlining alternatives. ARCHITECTURAL AND LANDSCAPING SPECIAL MEETING REVIEW BOARD MINUTES 1 FEBRUARY 17, 2016 409 The Board discussed notification methods to ensure that the public and City officials stay informed of all staff -level decisions and follow-up steps that can be initiated in accordance with established timeframes if necessary; and options for full cost recovery of permit fees. Staff anticipates presenting this item to the Planning Commission on Tuesday, February 23, 2016, at 7:00 p.m., and to the City Council on Tuesday, March 15, April 5, and April 19, 2016. At the Board's request, staff clarified the current department staffing structure. The Board expressed its satisfaction with regards to the checks and balances in place in the effort to streamline the Development Review Process. The Board having no objections or further recommendations unanimously concurred to recommend the Amendments to Titles 2, 7, 8, 9 and 13 of the La Quinta Municipal Code relating to the streamlining of the Development Review Process to the Planning Commission. CORRESPONDENCE AND WRITTEN MATERIAL - None REPORTS AND INFORMATIONAL ITEMS - None BOARD MEMBER ITEMS - None ADJOURNMENT There being no further business, a motion was made and seconded by Board Members McCune/Gray to adjourn this meeting at 4:25 p.m. Motion passed unanimously. Respectfully submitted, WANDA WISE-LATTA, Executive Assistant City of La Quinta, California ARCHITECTURAL AND LANDSCAPING SPECIAL MEETING REVIEW BOARD MINUTES 2 FEBRUARY 17, 2016 410 ARCHITECTURAL AND LANDSCAPING REVIEW BOARD MINUTES WEDNESDAY, MARCH 2, 2016 CALL TO ORDER A regular meeting of the La Quinta Architectural and Landscaping Review Board was called to order at 10:15 a.m. by Principal Planner Jay Wuu. PRESENT: Board Members Kevin McCune and Ray Rooker ABSENT: Board Member Richard Gray STAFF PRESENT: Public Works Director Tim Jonasson, Planning Manager Gabriel Perez, Principal Planner Jay Wuu, Principal Engineer Bryan McKinney, Executive Assistant Wanda Wise -Latta, and Executive Assistant Monika Radeva Board Member Rooker led the Board in the Pledge of Allegiance. PUBLIC COMMENT - None CONFIRMATION OF AGENDA - Confirmed APPROVAL OF MINUTES Motion - A motion was made and seconded by Board Members Rooker/McCune to approve the Architectural and Landscaping Review Board Special Meeting Minutes of December 16, 2015, as submitted. AYES: Board Members McCune and Rooker. NOES: None. ABSENT: Board Member Gray. ABSTAIN: None. Motion passed. BUSINESS SESSION 1. Site Development Permit 2015-0006 submitted by PGA West II Residential Association, Inc. proposing the construction of a permanent parking lot, storage area, perimeter walls, and landscaping improvements. Project: PGA West. Location: southern terminus of Interlachen and Hermitage, north of Avenue 58. Principal Planner Jay Wuu presented the information contained in the staff report, a copy of which is on file in the Community Development Department. Public Speaker: Ms. Joanne Rose, Community Association Manager for the applicant introduced herself, gave a brief description of the project, and answered the Board's ARCHITECTURAL AND LANDSCAPING REVIEW BOARD MINUTES 1 MARCH 2, 2016 411 questions with regards to entry points to the project, paving, existing block wall, proposed wall height, and homeowner associations' feedback. Motion - A motion was made and seconded by Board Members McCune/Rooker recommending to the Planning Commission approval of Site Development Permit 2015- 0006 proposing the construction of a permanent parking lot, storage area, perimeter walls, and landscaping improvements for the PGA West project. AYES: Board Members McCune and Rooker. NOES: None. ABSENT: Board Member Gray. ABSTAIN: None. Motion passed. CORRESPONDENCE AND WRITTEN MATERIAL - None 4001:1&T-11 lBID041110r-AI19]�I_14a1:1ZRi 1. Development Code Tune Up - Planning Manager Perez said this item was continued by the Planning Commission from February 23, 2016, to the March 6, 2016, meeting to allow the Historic Preservation Commission (HPC) an opportunity to provide feedback. The HPC held a special meeting on March 1, 2016, and expressed concerns regarding the Ad -hoc Committee's recommendation to eliminate Chapter 2.35 Historic Preservation from the La Quinta Municipal Code and reached a unanimous consensus recommending that the City Council does not support this amendment. BOARD MEMBER ITEMS 1. Update on the amended design for the Washington 50 project submitted by Chandi Group, USA and located at the southeast corner of Washington Street and Avenue 50; (Site Development Permit 2015-0005). The project proposes the construction of a 52,000 square -foot commercial development, which consists of a 6,000 square -foot gas station with convenience store/deli and 4,000 square - foot car wash facility, two 3,000 square -foot drive -through restaurant pads, and two 18,000 square -foot office/retail buildings. ADJOURNMENT There being no further business, a motion was made and seconded by Board Members Rooker/McCune to adjourn this meeting at 10:32 a.m. AYES: Board Members McCune and Rooker. NOES: None. ABSENT: Board Member Gray. ABSTAIN: None. Respectfully submitted, r MONIKA RADEVA, Executive Assistant City of La Quinta, California ARCHITECTURAL AND LANDSCAPING REVIEW BOARD MINUTES 2 MARCH 2, 2016 412 HISTORIC PRESERVATION COMMISSION MINUTES MONDAY, MARCH 1, 2016 CALL TO ORDER A special meeting of the La Quinta Historic Preservation Commission was called to order at 1:32 p.m. by Chairperson Maevers. PRESENT: Commissioners Leila Namvar, Peggy Redmon, Linda Williams and Chairperson Kevin Maevers ABSENT: None VACANCIES: One STAFF PRESENT: Public Works Director Tim Jonasson, Planning Manager Gabriel Perez, Consultant Principal Planner Nicole Criste, Principal Engineer Bryan McKinney, Executive Assistant Wanda Wise -Latta, and Executive Assistant Monika Radeva Chairperson Maevers led the Commission in the Pledge of Allegiance. PUBLIC COMMENT - None CONFIRMATION OF AGENDA - Confirmed APPROVAL OF MINUTES Motion - A motion was made and seconded by Commissioners Redmon/Williams to approve the Historic Preservation Commission Special Meeting Minutes of November 13, 2015, as submitted. Motion passed unanimously. BUSINESS SESSION 1. Conditional Use Permit 2013-152 submitted by Case and Lisa Swenson for the consideration of a Historical/Archaeological Resources Survey Report prepared by CRM Tech for the Swenson residence located within The Enclave Mountain Estates (77-210 Loma Vista). Commissioner Maevers stated he has a conflict of interest due to a business relationship with persons related to the Swenson residence; he recused himself and left the meeting room. HISTORIC PRESERVATION COMMISSION MINUTES 1 SPECIAL MEETING MARCH 1, 2016 413 Consultant Principal Planner Nicole Criste presented the information contained in the staff report, a copy of which is on file in the Community Development Department. Commissioner Redman said she would like to include a condition of approval requesting that a tribal member be present and/or consulted during excavation, entrenching, and other ground disturbing activity. The Commission discussed the height of the structure and visibility. Commissioner Williams noted that the report erroneously identified the La Quinta Resort and Club as the earliest development in the City, when in fact it was Point Happy. Motion - A motion was made and seconded by Commissioners Redmon/Williams to approve the Historical/Archaeological Resources Survey Report for Conditional Use Permit 2013-152, Swenson residence, as submitted, and with the addition of the following condition of approval: • The City shall consult with the local Native American tribal governments; and if requested, a tribal monitor shall be present during any excavation, entrenching, and other ground disturbing activity. AYES: Commissioners Namvar, Redman, Williams. NOES: None. ABSENT: Chairperson Maevers. ABSTAIN: None. Motion passed. Chairperson Maevers joined the meeting at 1:47 p.m. 2. Development Code Tune Up - Recommendation to eliminate Chapter 2.35 Historic Preservation Commission from the City of La Quinta Municipal Code. Planning Manager Perez presented the information contained in the staff report, a copy of which is on file in the Community Development Department. The Commission said they understand and support Council's efforts to streamline the development process and be fiscally responsible. However, they expressed a general disagreement with the Ad -hoc Committee's recommendation to eliminate the Historic Preservation Commission. The Commission addressed the following issues: • Importance of maintaining the Certified Local Government (CLG) status - placed emphasis on the prior efforts, funds, and staff time spent on obtaining the CLG status originally; explained that the benefits of the CLG status are scarce because the City has not identified and placed priority on any historic preservation projects that would qualify for CLG grants; the Commission is interested in many projects that have not been addressed due to a continuous HISTORIC PRESERVATION COMMISSION SPECIAL MEETING MINUTES 2 MARCH 1, 2016 414 change in staff and other priority City items, such as to work with residents and the La Quinta Historical Society to establish the Cove historic district comprised of 57 homes and to obtain a landmark status through the State, to place plaques on historical buildings of importance throughout the City, to complete a bicycle map, to mention a few. Further, obtaining a CLG status in the future might be a very difficult process; • Assembly Bill 52 establishes consultation requirements with all California Native American Tribes on the Native American Heritage Commission List and does not provide staff the ability to realize any time savings for the developer as staff still needs to allow for the 90 day notification period; thus, no actual time streamlining is achieved if the item is not presented to the Commission; further, some instances may require the presence of a tribal member or consultant as tribal notification will not suffice; • Frequency of meetings - the Commission met only five times during 2015/16; it recommended amending the bylaws to allow for quarterly meetings; • Possibility of combining the Historic Preservation Commission with another existing City Board or Commission that can assume its responsibilities and purview, and allow for the CLG status to be maintained; • The stakeholders' feedback received through the community outreach efforts of the Development Code Tune Up review were from developers and contractors; no comments were received from homeowners who own historic properties and are very interested to see them preserved, and will be concerned when they realize that historic preservation is not being taken seriously by the City; • Lack of appreciation of the City's historic resources in general, including underground, dwellings, as well as the beautiful mountains; • The Ad -hoc Committee Members, with the exception of Chairperson Wright, have never attended a Historic Preservation Commission meeting; there is a difference when evaluating the benefits of a Commission on paper and in action; • Financial savings would be minimal based on the limited amount of meetings the Commission has held over the last few years; further, the Commissioners have individually covered the majority of expenses associated with the required yearly trainings and conferences; • Other Coachella Valley local municipalities are currently in the process of establishing historic preservation commissions. HISTORIC PRESERVATION COMMISSION MINUTES 3 SPECIAL MEETING MARCH 1, 2016 415 The Commission asked who will be responsible for historic preservation review if the Commission is disbanded. Staff replied the reviews will be completed by planning staff; additionally, the Ad -hoc Committee's recommendation was for staff to work in conjunction with the La Quinta Historical Society in the review of historical, archaeological, and paleontological reports. Staff noted that this item will be presented to the Planning Commission on March 8, 2016, and encouraged the Commission to attend and express their comments at the meeting. The Commission reached a unanimous consensus recommending that the City Council does not eliminate Chapter 2.35 Historic Preservation Commission from the La Quinta Municipal Code. CORRESPONDENCE AND WRITTEN MATERIAL - None REPORTS AND INFORMATIONAL ITEMS - None COMMISSIONER ITEMS - None ADJOURNMENT There being no further business, it was moved and seconded by Commissioners Namvar/Redmon to adjourn this meeting at 2:55 p.m. Motion passed unanimously. Respectfully submitted, Wanda Wise -Latta Executive Assistant City of La Quinta, California HISTORIC PRESERVATION COMMISSION MINUTES 4 SPECIAL MEETING MARCH 1, 2016 416 P>014 G4&,h-a Mut� - ONZW71 E MOU Overview • Presented by Katie Stice, IOM, ACE President, La Quinta Chamber of Commerce ® GCVCC Overview by Josh Bonner CEO, Greater Coachella Valley Chamber of Commerce Page 1 INTRODUCTION The La Quinta Chamber of Commerce is pleased to enjoy a partnership where the City of La Quinta sponsors three chamber and community engagement events, and business surveying in this MOU. The City also purchases advertising in The Gem to reach all residents and businesses in La Quinta. • Event: CareerBuilder Challenge Kick -Off event and Information Booth • Event: Hot Rod & Custom Car Show • Event: Taste of La Quinta • Business Survey Outreach • The Gem Advertising The Gem Advertising - We were delighted to learn that 79% of the responders in a city survey learn of city programs through the GEM! It goes to show that the hard work to upgrade the image and professionalism of the publication is paying off. The GEM is our signature publication. The Career Builder Challenge Kick Off Event is being upgraded into an evening reception. The information booth was a stunning success! Every piece of literature was taken by attendees including every single seat cushion provided by the City of La Quinta. Chamber Members also got a very special opportunity to hand out their own business literature. It is a win -win -win for everyone involved. Next year, we can capitalize on the visitors and get them into our restaurants and attractions with a printed guide and map of the area. Marketing: 9 boxes of maps. 250 per box or just over 2,000 maps, organic news, The Gem, Member email blasts, social media, visitor's center. The 10th Annual Hot Rod & Custom Car Show was another successful chamber day, where about 100 vehicles of amazing variety shined. Hundreds of people from all over came out to shop and eat at the vendor areas or have a cold beer on the warm day. We had great cross -over traffic from Art Under the Umbrellas as well. The crowds seemed to enjoy both events and liked the fact that they were so close together. Marketing: The Gem Cover and ads, social media, radio interviews, Member email blasts, organic news, visitor's center. Taste of La Quinta, yielded over 1,000 people enjoying the event at the amazing Old Town La Quinta. About 30 restaurant and wine providers promoted their large and small businesses while supporting the chamber of commerce efforts to hold a fantastic event for residents and visitors alike. It was a truly great day that made La Quinta Chamber Members and the City of La Quinta shine. Marketing: The Gem Cover and ads, billboard, social media, radio interviews, Member email blasts, organic news, visitor's center. Page 2 Business Retention/Promotion and Economic Development Using the City's questionnaire, the chamber will conduct 400 interviews and report findings to the City this year. Conclusion: The City of La Quinta compensates the La Quinta Chamber of Commerce for specific event, marketing, branding and community engagement services and or products. The Chamber was founded in 1950 and will stay a partner to the City for as long as the City exists. The La Quinta Chamber proudly represents 300 businesses within our great City. Page 3 June 17, 2016 Frank Spevacek City Manager City of La Quinta 78-495 Calle Tampico La Quinta, CA 92253 Dear Frank, w' _a o wAR`YSu- Based on assurances detailed in your letter of May 4, 2016, La Quinta Arts Foundation (LQAF) will be delighted to present the 35th La Quinta Arts Festival, March 2-5, 2017. LOAF understands the challenges for the City of La Quinta (City) imposed by the budget deficits for FY16/17 most recently reported by the Desert Sun at $H,500 after the City's adjustments. Given this deficit, and in consideration of the long term support of LOAF by the City, LOAF has determined to provide the City the services described in Exhibit A attached to this letter for no compensation. This decision by LOAF results in a $75,000 reduction in the City's budget deficit, effectively eliminating the deficit and necessity to draw on the City's general fund reserves. Accordingly, there will be no need for a Contract Services Agreement for FY16/17 and LOAF requests you remove consideration of same from the City Council Agenda for June 21, 2016. We look forward to presenting the 35th La Quinta Arts Festival, March 2-5, 2017 exceeding expectations of residents and visitors to La Quinta. Sincerely, Christi Salamone President & CEO Ph (760) 564-1244 Fax (760) 564-6884 www.LQAF.com 78150 Calle Tampico, Suite 215, La Quinta, CA 92253 EXHIBIT A Scope of Uncompensated Services provided to the City of La Quinta by La Quinta Arts Foundation • LQAF will present the 35th La Quinta Arts Festival, March 2-5, 2017 at La Quinta Civic Center Campus. • The "City of La Quinta" and the official City logo will be prominently displayed as Premier Sponsor where reasonably possible in La Quinta Arts Festival marketing. • LQAF will provide a link to the City of La Quinta's website on LQAF's website. • The City of La Quinta will receive a full page in La Quinta Arts Festival's 2017 program. Graphic design may be provided by LQAF at request of the City. • La Quinta Arts Festival tickets will be provided to the City through the City Manager's office as follows: - Artists Reception: Twenty tickets to be distributed pursuant to the City's ticket distribution policy. - Festival Admission: Eighty tickets to be distributed pursuant to the City's ticket distribution policy. • LQAF will maintain an Artist Registry on'LQAF.com, available to the City and local developers at no charge. Registry will provide access to artists that voluntarily elect to be listed. LQAF will continue to assist the City of La Quinta with expertise in support of the City's Art in Public Places program. -4&TJ-XV'b 4Ak;-r, 9NIC 24 East Valley Coalition Annual Goals and Budget Resources Estimated Function Target Measurable Outcomes Associated Activities Budget OBJECTIVE 1: Sustaining the regional economic base through business expansion, attraction and retention Identify low cost, high value business attraction venues Identify 5 (per entity) retail development sites/vacant buildings Develop collateral materials for specific retail sites Retail Development Stimulate 3 new retail locations, consisting of at least 50,000/sf; 40 permanent.jobs; and a capital investment of at least $750,000 $ 10,000 Representation at ICSC and other regional events, set and attend at least 35 appointments Conduct at least 12 site tours with site Marketing selector/corporate rep Successfully attract one new industrial user, consisting of at least 50,000/sf with 20 Identify 5 sites for industrial development in the permanent jobs and a capital investment of region, 5 sites with industrial vacancy at least $3,000,000 Retain at least 2 industrial end users, with at Develop collateral materials for specific sites - Industrial Development least 20 jobs include allowable uses $ 10,000 Conduct at least 40 industrial business outreach Stimulate expansion of one industrial user, visits increasing permanent jobs by 3, with a capital infusion of at least $100,000 Attend local real estate conferences, functions - focus on industrial business development Page 1 of 4 Identify legitimate event promoters Partner with event promoters (i.e. CVB, Tourism / other stakeholders) for development of 1 Define theme for event(s) through stakeholder Attraction regional event or 3 community events in the collaboration $ 5,000 first year to attract visitors and consumer spending to the Coalition communities Secure additional funding (if needed) for event(s) Create Action Plan to include marketing plan Marketing (cont.) with relevant metrics Identify most common regions that tourists Tourism / Identify and focus marketing efforts through originate; define marketing plan with relevant $ 10,000 Attraction targeting marketing of international tourism metrics Originate virtual marketing to international tourists with highly defined analytics, flexibility and low cost Regional Develop a regional brand within 120 days of Identify low cost consultant to assist Partnership Branding full funding commitment is identifying brand symbol/logo and associated $ 5,000 color coded theme OBJECTIVE 2: Enhance business contact through customer service and technology Fully funtional and relevant regional website with a 'live date' within 120 days of full funding commitment by all partners One - Stop Resource'Center / Development of unique website for EVC Website will be optimized by current internet Re Region g Virtual partnership; with Search Engine standards utilizing the latest website analytics as In -Kind Clearinghouse for Communication Optimization (SEO) features, GIS Data for a baseline for comparison - to be completed Leads EVC region (ESRI platform) before fully operational site goes 'live' GIS Data platform to be embeded into website, fully tested and operational before fully operational website goes'live' Page 2 of 4 Virtual Communication Development of unique website for EVC partnership; with Search Engine Optimization (SEO) features, GIS Data for EVC region (ESRI platform) - cont. Establish relevant website analytic tools and measures, establish baseline metrics In -Kind Establish Social Media platforms for additional marketing resource (i.e. Twitter, Identify optimal Social Media Platform -Create facebook, etc.); link/garner relevant at least accounts Social Media Platform 100 followers in the CV Business community and regional real estate brokers; push at In -Kind Secure 100 followers/friends least 4 noteworthy development media alerts in first year push media alerts through SM platforms One - Stop Resource Center / Region Customer Service Identify and establish physical location Set appointments for Coalition staff at trade. shows, events In -Kind Clearinghouse for Leads (cont.) Coordinate site tours with staff resulting from Partnership marketing Act as central point of contact/liasion to perspective businesses resulting from Customer Service Identify and establish physical location Partnership marketing In -Kind Record and provide periodic reports (quarterly) to Partnership communities Act as central point of contact for any grant opportunity applications and reporting Act as coordinator for ALL regional meetings OBJECTIVE 3: Collaboratively position the East Valley for long term growth Strategic Planning Fiscal Sustainability Identify, author and secure funding opportunities and other relevant business incentive programs Identify potential grant/funding opportunities to sustain entity through innovative initiatives In -Kind Page 3 of 4 Identify, author and secure funding Collectively author grant applications Strategic Planning Fiscal Sustainability opportunities and other relevant business In -kind Secure funding and complete all required g p q incentive programs reporting requirements Identify critical infrastructure needs, potential funding sources for region Strategic Planning Regional Stimulate regional collaboration for (cont.) Infrastructure infrastructure alignment Host a series of focus groups with staff and In -Kind elected officials from each Partnership to weigh in on infrastructure needs and potential funding Total Estimated Annual Budget: $ 40,000 Evaluate Year 1 Measurable Outcomes Identify potential issues that resulted in not Optimize resources for desired outcomes in achieving all measurable outcomes (if any) Reallocate funding/resources for optimized OBJECTIVE 4: Program Evaluation In -Kind Year 2 alignment Develop and disseminate annual report of achievements and recommendations Page 4 of 4 EAST VALLEY COALITION Coachella o^ Indio La Quinta Riverside County The East Valley Coalition is an economic development collaborative between the Cities of Indio, Coachella and La Quinta, as well as Riverside County and the live unincorporated cities of Mecca, Thermal, Bermuda Dunes, North Shore and Oasis. It. is an economic diversified area of 524 square miles made up of agricultural, industrial, tribal, commercial and high end recreational properties located within the EVC borders. ac& — GEhf ojtke DESERT — COUNTY Of RIVERSIDE EDA ECONOMIC DEVELOPMENT AGENCY NIVIliere NIV(e Aire Now The past three months have been spent building and � sustaining partnerships with the goal in mind of promoting small business development within PVC. Our current Partners consist of the following organizations; Service Providers, Banks and Lenders. ORGANIZATIONS • The ('realer Coachella Valley Cllatmber of Commerce • Desert Valley Builders Association • Convention and Visitors Bureau • GI -owing Coachella Valley (agricultural coImponent) • California Women in Agriculture (agricultural component) • The Salton Sea Action Committee • The Salton Sea Authority • DACIE IPairtineirs SERVICI PROVIDERS • CVBRC (Coachella Valley Business Resource Center) • SBDC (Small Business Development Center) • CVWBC (Coachella Valley Woman's Business Center) • The Microenterprise Collaborative • Riverside Office of Foreign Trade • SCORE BANKS AND LEND HERS • Community Valley Bank • VEDC (11on-profit alternative lender) • ACCION (alternative lender) • Am Pac (SBA expanded lender) • SBA • USDA • Wells Fargo • Rabobank • Bank cif Atmerica • Coachella Valley Masterminds (angel fenders) • Grath: access ]Events EVENTS ATUNDED; UPCOMING F. 1,',N` :S: • CALED (California Association for Local EVC SPONSORSHIP -Greater CV Chamber of Economic Development) summary in your C'orximerc:e first Installation Dinner (Jwie 23��(') packets. • ICSC (International Council of Shopping Centers) <M1rFRICS> summary in your packets EVC Greater CV Chaunber Business Ribbon Cutting • LA RETAIL LIVE (Garden Grove) summary in your packets (July 2016) • GROWING COACHELLA VALLEY meetings ICSC San Diego (August 30'1' thru September P") and tours and 35 appointment. plan <Ml��'PRICS> • CALIFORNIA WOMEN IN AGRICULTURE meetings and functions 0EVC SPONSORSHIP -Growing Coachella Valley /4H- • EDEN PROJECT (Salton Sea regional ETA Leadership Day/ August 270, restoration project) North Shire EVC SPONSORSHIP- Microenterpnse Collaborative • GO -BIZ Business forums in Indio and Palm Desert Workshop (Business Center/Indio) October 611' • CVLP Lenders Fair Symposium UCR 0 EVC SPONSORSHIP -Office of Foreign Trade • Regular DVBA, Greater CV Chamber meetings, , Roundtable (Business C cnter/Indio) September 2016 CVEP Board meetings, IID Board meetings and CVWD workshops, and multiple weekly 0 EVC SPONSORSHIP -Office of Foreign Trade Annual developer .meetings Agricultural Summit Palm Springs/ November 2016 • City Council meetings, Planning Commission meetings, and Economic. Development: 0F,VC SPONSORSHIP-GO-BI% Business Forum Committee meetings of the three Cities, and < (Business Center/La (,�uinta) .November �()1G Community Council meetings of fire unincorporated Riverside County cities. aCURRErT'7[' BUSINESS ]LEADS AND ]PROJECTS 1A QUINTA INDIO CUACHELLA • SOUARI?I'RINT (site location) haldol7 to City Old shown Indio INLAND POW17 PROJECT • Adams Street Property (3 projects udder discussion) (3 months of discussion and (Qld JC Penny location developer • Car Wash (5 sites within EVC) City involvernent site selection purchased hai-idofl" to City) 0 Men's retail clothier (3 months process, 5 years planning • Jules Market (business retention and expansion) <METRICS> now In development and site process <METRICS> • San1's Club building (2 potential selection HWY I11) • Vineyards - tenants) • Boutique Hotel & Spa 2 Hotel City planning • Car Wash (5 potential sites within (Jacqueline Cochran ranch) process the EVC) • Avenue 50/Jefferson (developer Jules Market Power Electrical recycle discussion mixed use) ( I year expansion plan) generation operation for • Grill -in Ranch (developer discuss Recycle Manufacturing Plastics growing facilities in limited mix use component option) Plant (30k sq. ff. /8 acres) site area <METRICS> • Container Store selection process (site selection discussions) White Steel Relocation • Trampoline Center (city tour and site selection process) (Riverside EDA/ City) BERMUDA DUNES MECCA • Wedding Venue ( 5 acre property purchased and Pharmacy Location (Rite Aid) Planning planning is proceeding) proceeding EVE Maaxketbxng AccaaxrnplL'aahments Outreach. COMMERCIAI�RETAIL IDENTIFIED AND VISITED SITES (21) <Ml,', FRICS> L.A QI tINTA "Jules Market *Radio Active Center/ IINfN'Y 111 *Kohl's/'ashlon Brig building site *01(l Legacy/tllcatcr site Car waslI building site * Old Circuit City site *Ol(l Town I,a Ouinta (5 sites) *01d JC Penny site (Ave Ali)/Mains) * Ol(l Sain's Club building site COACHEL.LA INDIO *Jules Market (3 sites) *Deli on Milcs-adJaccnt spaces *Polo Square surrounding Ccntcr * Enipire/Eldol ado Polo grounds and adjacent sites *Jac(lucliiie Cochran ranch property site *Downtown Indio land and buil(ling/store front opportunities (28 sites) * Coacliella Gateway Center * Coachella Walni<u•t Center *Coachella Plaza *La Entrada. Project. * Coachella Van Buren Village site • Old Town Coachella land and building/storefront opportunities (8 sites) IND J TS'1'RIAI. IDEN'I'I FI ED AND VISITED SITES 0 0) <MI� 1'RICS> COACHEIJ,A * Inhuid Port designated area * Old. Wrecking Yard (proposed growing facility location) INDIO *White Steel location (moving soon to Thermal) Indio Industrial Part: * Monroc industrial zone area * Golf Ccntcr Parkway industrial zone RIVERSIDE COUNTY "Bermuda Dunes (Adams StrecL light industrial) * Mecca Highway 86 *Thermal Club and White Steel location *North Shore Eden Project: (Salton Sea Restoration) ]EVE Mairlkedurng Aaccomptis]himents PRINTED MATERIALS: <METRICS> (FUTURE) • TI M 2016-2017 Budget approval on Julie 30, 2016 at the LVC Meeting, we are in the process of producing a double sided 3 part flyer discussing- the EYC on the cover and individual cities on tic reverse side. It will be ready to go to marketing for production after Julie 30'11. • Production of"I lour sided brochure featuring the LVC and ESRI demographic information is slated for late summer, hopefully in time for ICSC. • Production of a "Passport" concept booldel is in discussion by the Indio and Coachella, and possibly Ixa Quinta for the Fall of 2016. Biraindbrig+ VIDII.t ) 11H..01)C t4 "l'it \" We aic looking quid havL! budgeted short 2-3 multlte vidc()s highlighting 11a, entire remoll, and highlighting the cities auld our busiticss parine.rs WEB SITE/PAGE,: www.castvallevcoalition.ort; <MF:I,RICS> This is a fully functional wcb site/page set up and maintained by CORD MEDIA. IEVC Mairkeding AccolmlPtishiments 19iraindling. ANALYTICS: . Somlons ao L 1 A II A ! l:�— 2010 —. 201. Apr. 20'. - - Ma" 201. A— all. � Nevrl Visllor w Itoprrllnq Vlsrtor 359 1316 419 Pages / Session Avq. Sas-on Lhlr It lanuncn Rato 1 _17 00:00:37 91 •92% __ s. L i ► A ►.i _ Any" I'm T Y 1('k %Now:x:,s . 88.021Yo 11 i! 11'41-'"I Y I V �'l Yl�titi I�nOasaO¢ Session. W. Snaswns 1. tra'it _oti 1R0 no 14% 1-n 4i,7a% 22 1 6.13% 1 11% 2 1 c.tG% 0.2a% ]EVC Mairkedung Accoimptishiments SOCIAL MEDIA: <ME 'RICS> • The EVC FA.CEBOOK PAGE is up and operational. We have over 120 1`61towers to date and I am posting as often as possible. The EVC is its the process of' adding an "Intern" this summer to lielp Nvith all social media postings, media desigii and event scheduling. PLA:ASE go to the "EAST VALLEY COALITION FACE; BOOK PAGE" and "LIKE AND FRIEND US" TODAY. httos://www.facebook.com/#!/East- Vallev-Coalition-1698328183748008/ • We have plans to expand to many more social media sites like Instagram, Linkin, quid 'rNvitter by I1lld-sumnier. 113iranding. ONE STOP RESOURCE CENTER: <METRICS> Riverside County EDA is opening the Business Resource Center at the Workforce Development Centel: on Monroe Street in Indio in mid July. This Center will be no charge to the public and business community and will open new doors for economic development in die Coachella Valley especially the East Valley. Small business owners, start-ups, expansions and re -locations will have a whole menu of services and providers at their fingertips. Besides being the home to SBDC in Riverside County, the. Business Center will allow business of all sizes to access all types of lenders, business services mid consulting. This one component of the metrics will give the EVC the tools it needs to lielp small business grow and eventually fill some of the empty storefronts in the EVC region. INFRASTRUC T 1RE PRQJEC1 S IDENTIFIED WITH LVC PARTNERS: <Ml,,rfRICS> The EVC took the lead on [lie Dillon Road and I-10 Gateway Project discussiotls. Meetings ,Aridl CVWD and the Member Partners brought; about talks of a .1PA, au -id additional funding lias surfaced. We are proud to Have played a role in this process. r ctY�lna f �I, East Valley Coalition Boundary N fll,j., rnfi, VL.W. frf"r rl'r=� Indio Hills lousand PAIms i PALM DESERT Gum I a;4 4 +INDIAN WELLS y tl 1• �`�� - Ai�ort0lorl. '- %Vista r' ry `Santa Thy al � t Rosa Mecca 1 n trnn,,.l:t�ttau^ 1111! °•%Oasis 4- ti. �\ d 'North Shore panNm�rl 1:rN LAN 6NJ N/ Mr Or aMJpY IWiRnOY pwpwaerJ/, NIpwW YYI xW lININNM.i�ti r�r rW rMrWn kGwrNNYwwrlyo•rryrwnrvyWMww lrq�N/ i4rmw.vaa)rv»w,xxry eau VW I j 11 ��yyy,,, Ty, `fi�ty W yewrrtw fYhlHr (IN MNaG I) WIM W l P1�If1, M W IGJ.IYIY�aNN *N�4 . 1 m/I N Ian JW. YwrAMJ, aM Marn a Y9 bNN (Vre�W YHI �w WnrYYVYprm'N4NJ ar lftl uM Nq wY N INa Wrgwl wN Yw{x1 a a'rW)Y/ aal ,.:I �1 ,: 7 yaYman Ylal N Ns .dJ �.Mm),ty Wud unr � � - P�,Itfr34:duan RIVERSIDE Riverside County lrf. 9.Al nes?wEsrg.F�E,REn.DeL-c C 0U N 1 Y _ .__ _ ._ 8d 'China (Hong Kong), Esri (T San Diego County User -Community i Legend Q East Valley Coalition Boundary Adjacent Cities City of Coachella ® City of Indio City of La Quinta mpnin,crarnent.Ra(iorp*.NRCwANlilr.-srl-Japan, METI, Earl Mapmylndla, ® OpenStreetMap contrlbulora, And the PIS • East Coachella Valley Coalition Prepared by Esri Area: 524 square miles 2015 Population by Race 2015 Population by Age 140,000 120,000 100,000 80,000 60,000 40,000 20,000 0 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 Census 2010 i r White Black Arn.tnd. Asn/Pac Other Two+ 2015 Percent Hispanic Origin:68.8% Households 22.9 ® <5 13.7% 8 3% . 5-19 11.3% X 20-24 ! 25-34 ® 35-44 15.2% 45-54 55-64 ® 65+ 2015 Home Value 24.9% 25.440 9.5% <$100K $100-199K ® $200-299K ® $300-399K 17.7% ®$400-499K 14.6% $500K+ 2015 2020 2015-2020 Annual Growth Rate Households Median Household Income Owner Occupied Housing Units Household Income ® 2015 M 2020 Source: U.S. Census Bureau, Census 2010 Summary File 1. Esd forecasts for 2015 and 2020. - June 10, 2016 • esn" Business East Coachella Valley Coalition Area: 524 square miles Prepared by Esri Data;for all �uslnesses':In area^ ; .... Total Businesses: 4,914 Total Employees: 59,205 Total Residential Population: 212,816 Employee/Residential Population Ratio: 0.28:1 Z eusuiesses Employees by,SIC Codes; . ;Number;' Percent Number rcent . Agriculture &Mining 168 3.4% 3,078 5.2% Construction 417 8.5% 3,588 6.1% Manufacturing 70 1.4% 733 1.2% Transportation 94 1.9% 845 ' 1.4% Communication 30 0.6% 228 0.4% Utility 18 0.4% 184 0.3% Wholesale Trade 176 3.6% 3,922 6.6% Retail Trade Summary 1,096 22.3% 13,771 ' 23.3% Home Improvement 101 2.1% 1,211 2.0% General Merchandise Stores 33. 0.7% 1,722 2.9% Food Stores 114 2.3% 1,877 3.20/a Auto Dealers, Gas,Stations, Auto AftermarkeE 144 2.9% 1,540 2.6% Apparel & Accessory Stores 57 1.2% 264 0.4% Furniture & Home Furnishings 105 2.1% 611 1.0% Eating & Drinking Places 304 6.2% 4,590 7.8% Miscellaneous Retail 238 4.8% 1,955 3.3% Finance, Insurance, Real Estate Summary 693 14.1% 3,069 5.2% Banks, Savings & Lending Institutions 200 4.1% 464 0.8% Securities Brokers 27 0.5% 389 0.7% Insurance Carriers & Agents 141 2.9% 514 0.9% Real Estate, Holding, Other Investment Offices , 325 6.6% 1,702 2.9% Services Summary 1,832 37.3% 23,675 140.0% Hotels & Lodging 55 1.1% 2,491 4.2%u Automotive Services 208 4.2% 7.93 1.3% Motion Pictures & Amusements 132 2.7%' 6,728 11.4% Health Services 247 5.0% 3,256 5.5% Legal Services 90 1.8% 320 0.5% Education Institutions & Libraries 101 2.1%, 4,416 7.5% Other Services 1,000 20.4% 5,671 9.6% Government 169 3.4% 5,766 9.7% Unclassified Establishments j 151 3.1% 346 - 0.6% Totals 1 4,914 100.0% 59,205 100.0% 3eurcas Copyright 2015 Infogr'oup, Inc. All rights reserved. Esrl Total Residential Population forecasts for 2015. June 10, 2016 E4'� East Coachella Valley Coalit'iion Area: 524 square miles Prepared by Esri 0'Ye 113. 6 Number '�P N in ;�N Percent Agriculture, . Forestry, I I Fishing & Hunting 58 1.2% 1,8f60 3.1% Mining 4 0.1% 23 .0.0% Utilities 7 0.1% 109 0.2% Construction 455 9.3% 3,716 6.3% Manufacturing 84 1.7% 788 Wholesale Trade 173 3.5% 3,912 6.6% Retail Trade 769 15.6% 9,079 15.3% Motor Vehicle & Parts Dealers 116 2.4% 1,350 2.3% Furniture & Home Furnishings Stores 53 1.1% 370 Electron ' ics & Appliance Stores 42 0.9% 214 0.4% Bldg Material & Garden Equipment & Supplies Dealers 100. 2.0% 1,208 2.0% Food & Beverage Stores 100 2.0% 1,834 !3.1% Health & Personal Care Stores 65 1.3% 547 0.9% Gasoline Stations 28 0.6% 190 0.3% Clothing & Clothing Accessories Stores 79 1.6% 341 0.6% Sport Goods, Hobby, Book, & Music Stores 36 0.7% 232 '0.4% General Merchandise Stores 33 0.7% 1,722 2.9% Miscellaneous Store Retailers 102 2.1% 1,038 1.8% Nonstore Retailers 15 0.3% 34 0.1% Transportation & Warehousing 78 1.6% 816 1.4% Information 62 1.3% 472 0.8% Finance & Insurance 369- 7.5% 1,382 '2.3% Central Bank/Credit Intermipcliation & Related Activities 197 4.0% 461 0.8% Securities, Commodity Contracts .& Other Financial 32 0.7% 407 0.7% Insurance Carriers & Related Activities; Funds, Trusts & 141 2.9% 514 Real Estate, Rental & Leasing 397 8.1% 1,886' .3.2% Professional, Scientific & Teck'Services 398 8.1% 1,469 2.5% Legal Services 104 2..1%. 371 0.6% Management of Companies & Enterprises 0 0.0% 0 0.0% Administrative & Support & Waste Management & Remecliation, 257 5.2% 2,365 4.0% Educational Services 111 2.3% 4,364 7.4% Health Care.& Social Assistance 326 6.6% 4,148 7.0% Arts, Entertainment & Recreation 98 2.0% 6,738 11.4% Accommodation & Food Services 364, 7.4% 7,095 12.0% Accommodation 55 1.1% 2,491 4.2% Food Services & Drinking Places 309 6.3% 4,605 '7.8% Other Services (except Public Administration) 578 11.8% 2,743 4.6% Automotive Repair & Maintenance 159 3.2% 634 1.1% Public Administration 173 3.5% 5,888 9.9% Unclassified Establishments 152 3.1% 350 0.6% Total 4,914 100.0% 59,205 100.0% Source: Copyright 2015 1 nfo g ro u p, Inc. All rights reserved. Es ri Total Residential Po p ula t lo n forecasts for 2015. ]Line 10,2016 ECONOMIC DEVELOPMENT BREAKING NEWS WHAT: Retail Live LA WHEN/WHERE: April 13t', Hyatt Hotel, Garden Grove, California WHO: Joaquin Tijerina from EDA and Bolo Wright from the East Valley Coalition attended the half day event in Garden Grove WHY: This was EDA's first time exhibiting at the San Diego show which was stimulated by interest from Team Riverside County partners. The Western Conference and Deal Making show is a more intimate and California focused show than the much larger ICSC RECon annual tradeshow in Las Vegas. The tradeshow had an overall attendance of 3,992 and the intimate nature allowed for in-depth discussion with attendees as they visited booth and Team Riverside County visited other booths. Many partners had booked meetings during show and had productive and meaningful discussions. Given the booth cost, travel and ancillary costs and proximately of show to Riverside County attendance was a bargain for partners and EDA. This day and half day event produced viable business leads and contacts, including: Collaborative effort evidenced by EDA and the EVC to visit with as many hosting business's as possible. Most of the firms at the Event were fast food or boxes that already exist in the East Valley. 1. Altitude Trampoline Park — The entertainment complex is considering a move into the Coachella Valley. With thirty six locations, the newest coming into the LA market soon, the Company is expanding at a steady clip. A follow up meeting discussed a visit to La Quinta and we are looking for existing buildings with the space and configuration requirements of the business. A close proximity to rooftops and schools is preferred. Jobs are an unknown quantity at this time. Adriristralicn Housing Economic Development Parking A•Aurlo n Housing Authority Edivard-Dean Museum Project Mcnagemernt l lnteFirace lr4orrnation Teennology Ehvsronrrentd Planning FuTrhadng Group Guturd serAces Mcantencr ce Fdr & National Dcie FesWcl Real PropeTtj CarnmLvft SeTVces Marketing Fere.gn Trade Redevelopment Agency custadd G rcMM Abate e nt °d ork7-Qrce Devegq ;p41?a n# S:�Templates\ED A-006a-Letterhead-Co lor.doe 2. Postal Annex -I was asked by the City of Coachella to investigate this business for downtown. I was told that the Indio store is their # one volume store so Coachella looks like the next logical expansion. I am following up with the group, but as of today, I have not heard back. I need to be a bit mote aggressive it seems with the Annex organization. 3. Laundrylux- I originally thought this would be a great business for Indio. After speaking with the Group I learned that they are manufacturing equipment representatives and not a franchise operation or owner group. I still believe that such a service location is a great idea,. it is clear the this is not the pathway. I will pursue the concept further. 4: Skechers-I was looking forward to discussing an Indio or La Quinta store with this Group, however nobody from the the business was present at their booth during the Show. I will follow up on the Company. 5. Sonic Drive In -I discussed a Coachella location with this Group and found out that the Chandi Group is involved with Sonic already and has plans to build a store in the Coachella City area soon. A new store was just completed on the Indio/Coachella border. ECONOMIC DEVELOPMENT ICSC 2016 UPDATE WHAT: ICSC/RECON#16 WHEN/WHERE: MAY 22ND THRU 25TH/LAS VEGAS CONVENTION CENTER/LAS VEGAS NEVADA WHO: Bob Wright/East Valley Coalition Manager WHY: I attended the Conference at the urging of the Board of the East Valley Coalition to experience for my first time the workings of the convention. I set a limited amount of personal appointments so I could assist the Cities and County participants in the Riverside County conference center booth. Nine cities from Riverside County were represented by elected officials and economic development managers. I worked scheduling appointments and moving clients in and out in an orderly fashion. I was there to answer many questions regarding La Quinta, which did not have a booth, and to work with the other two cities of the East Valley Coalition who were, as well as Riverside County. HOW: SUNDAY MAY 22ND: I drove up Friday after work and stayed at my house outside of Las Vegas. I drove into town around 3:00pm. I attended a dinner given by Michael Bracken at which I renewed many old friendships with business associates and developers. We talked business and made plans to hook up during the Show. MONDAY MAY 23RD: Rob Moran, Joaquin Tijerina and I opened the County booth early at 7:30 am. Besides the scheduled appointments made by the participating Cities and the County, many parties just stopped by to discuss business in the East Valley. I received numerous leads while working the G6booth". There were a lot of questions about La Quinta and why they didn't have a booth presence. I was happy to be that presence since Administration Housing Economic Development Parking Avialian Housing Authority, Edward -Deer+ Museum_ Project Management BL&hess Intelligence Information Technology Environmental Planning Purchasing Group Cultural Services Maintenance Fair & National Date Festival Real Property Community services Marketing Foreign Trade Redevelopment Agency CLGtOdcd Graffiti Abatement Wor".cforce Development S 'Templates%EDA-006 a -Letterhead -Co lor. do c I know the City of La Quinta in great detail. It was very satisfying to work with all of the cities in the Booth and to help them make their appointments successful. I know that I made the right decision to limit my personal appointments this first year and gain the experience of walking every inch of the show and meeting people along the way. I am much better positioned now for the show in San Diego, to pinpoint specific "need" companies that will fit in the East Valley Coalition. After the Show closed for the day I spent time with the Mayor and Economic. Development Director of Coachella as well as Joaquin in discussions regarding immanent business development the the City. I had dinner with a developer from Newport Beach that has plans to move into the Coachella Valley. We discussed many possible ventures coming up. TUESDAY tiIAY 24TH: The Booth was opened at 3:00 am by the County Team and immediately got busy and stayed busy the entire day. I was fortunate to sit in on a few meetings of the cities and had a few sidebar conversations regarding the City of La Quinta, which I solely represented at that point. I once again headed out to the Show's three huge halls meeting with people from all types of business. I made two of my three set appointments that day and was stood up by the third. I hooked up with the missed appointment the following morning. I was also on a conference call that morning with a Container Store operation out of Houston in regards to the Circuit City Building in La Quinta. All in all it was successful days educating businesses about the East Valley Coalition, and the three cities that lie within. It was also a pleasure and education to work within Riverside County EDA and see firsthand how the operation works in the "show" setting. I learned a great deal. WEDNESDAY MAY 25TH: I opened the Booth at 7:30 to a light crowd that got lighter by the hour being the last day of the show. Joaquin and I made a preset greeting with Rite Aid regarding a store in Mecca. After the meeting we traversed the final unexplored streets of ICSC. We had some follow up meetings in the Booth with city team members and I left around noon. I took a Member to the airport and began the long drive home. As I have aforementioned, I learned a great deal at this Conference. I followed my experience of working trade shows for over thirty years, many in that same Convention Center. I learned many shows ago to observe first and run later. I came back with a real game plan for the next ICSC, which I would not have had if I had just jumped into the set thirty appointments with anybody to fill up my dance card. Quality always wins out over quantity especially, as I am learning, in the economic development field. Pre-set Appointments: 1. Sky Zone Franchise Group: Met with this group with the Sam's Club Building in mind. They still have an issue with population and financial demographics, however we discussed a follow up meeting possibly on site sometime in September or sooner if possible. 2. Rite Aid: Met with this group twice regarding a 10k store in Mecca. Population is an issue as is the upcoming merger between Rite Aid and another large big box retailer. We made plans to reconnect in San Diego in August. 3. La Quinta Inn and Suites: Met with this group regarding a spot on the La Quinta parcel on Adams and an Indio parcel close to the polo grounds. Both projects are on hold temporarily because of purchase issues on both sites. A relationship was made and a promise to move forward in having these manage either or both property once constructed. Business connections made at the conference: Farmer Boys -Joyce Dery Ice House America-1Vlichael Little Snapguard Solutions-Nanoflow-Rick Fung Retail Coach -Kelly Cofer -CEO The Altman Group -Kevin Maevers Rapp Retail Commercial -John Rapp Lundin Development Company -Herb Lundun Chandi Group-Nachhattar Chandi In closing I will mention that I met over twenty economic development managers, city managers and city staff from outside California and we exchanged ideas and focus on moving the Coalition idea forward. I passed out over 300 business cards over the four day event. The networking was a big bonus and I appreciate very much the opportunity to attend this conference. Bob Wright ` COUNTY OF RIVERSIDE EDA - ECCNOI�lItC DEYSOPA��i AG1='ICY ECONOMIC DEVELOPMENT CALED 2016 UPDATE WHAT: 36TH Annual CALED Training Conference WHEN/WHERE: April 26-28 2016/South San Francisco, California WHO: East Valley Coalition Manager Bob Wright (Mike Wilson, Chairman EVC Board and Indio City Council Member, and Marls Weber, Director of Economic Development for the City of Coachella The conference is a valuable training event bringing together economic development directors and professionals from across California and speakers and vendor partners from across the US. The following is a summary of the sessions that Bob attended: April 26": Brownsfields and Land Revitalization Committee meeting Pre Conference sessions: "Got Ethics" and the Board Meetings of the California Academy for Economic Development, The California Enterprise Development Authority, and the California Association for Local Economic Development. All of these meetings were a great introduction to CALED. I was the only non -Board Member present and had great interaction with the Members. I was asked to server on a committee and agreed to do so. Session on Federal Programs- a good session to meet federal partners April 27": The Value in MentorinD the value of newer ED professionals reaching out to established peers Affordable Housing and ED-exploring the intersection of AH and ED Using data to fuel an integrated economic development strategy -ways data can be used by ED professionals Get Out There -get out of your office and into the field - h' L"�rT9r �tratiC�TH Housing Economic Development Parking . A-AaKon Housing Authority Edvicrd-D-ec B Museum Project Mmagement _ l%"srless 9nformataonTechnology Enkonmental Plcn- ning Puichasina Group L&urd SenAces mchfiancn. Ca Fdr & Naflond Date FesWd Real Property commLff ity sere mc5r'keting Foreign Trade Redevelopment ,Agency GLStodd .=raffi i A}bclemenl W,-vkforce Development S:`.Templates\E D A-006a-Letterhead-Co lor.doc ` COUNTY OF RIVERSIDE EDA - ECCNOI�lItC DEYSOPA��i AG1='ICY ECONOMIC DEVELOPMENT CALED 2016 UPDATE WHAT: 36TH Annual CALED Training Conference WHEN/WHERE: April 26-28 2016/South San Francisco, California WHO: East Valley Coalition Manager Bob Wright (Mike Wilson, Chairman EVC Board and Indio City Council Member, and Marls Weber, Director of Economic Development for the City of Coachella The conference is a valuable training event bringing together economic development directors and professionals from across California and speakers and vendor partners from across the US. The following is a summary of the sessions that Bob attended: April 26": Brownsfields and Land Revitalization Committee meeting Pre Conference sessions: "Got Ethics" and the Board Meetings of the California Academy for Economic Development, The California Enterprise Development Authority, and the California Association for Local Economic Development. All of these meetings were a great introduction to CALED. I was the only non -Board Member present and had great interaction with the Members. I was asked to server on a committee and agreed to do so. Session on Federal Programs- a good session to meet federal partners April 27": The Value in MentorinD the value of newer ED professionals reaching out to established peers Affordable Housing and ED-exploring the intersection of AH and ED Using data to fuel an integrated economic development strategy -ways data can be used by ED professionals Get Out There -get out of your office and into the field - h' L"�rT9r �tratiC�TH Housing Economic Development Parking . A-AaKon Housing Authority Edvicrd-D-ec B Museum Project Mmagement _ l%"srless 9nformataonTechnology Enkonmental Plcn- ning Puichasina Group L&urd SenAces mchfiancn. Ca Fdr & Naflond Date FesWd Real Property commLff ity sere mc5r'keting Foreign Trade Redevelopment ,Agency GLStodd .=raffi i A}bclemenl W,-vkforce Development S:`.Templates\E D A-006a-Letterhead-Co lor.doc Investing in the Ag Food Chain -looking at the agricultural manufacturing ecosystem April 28"' Building a Lasting Retail Recruitment Strategy -looking at practical tips for the communities recruiting efforts Business Assistance Tools and Tactics -This is a great program on the SBDC and their new tools and tactics Leadership think tank on a California ED Certification -Looking to a California certification program The awards were announced at lunch and EVC Chairman Wilson, Director Weber and Bob Wright took pictures after the event. Bob didn't get a picture with the Riverside County awards as there were EDA personal present. In hindsight he should have been present for the photos. Professional Contacts made at CALED 2016 1. Gurbax Sahota- CALED CEO- We spent a good deal of time discussing everything from CALED, to committee work to Coachella Music Festival. Looking forward to working with Her soon on committee. 2. Michelle Stevens-CALED Program Manager -Spent many hours discussing the CALED organization and EVC 3. Danielle Wheeler-ED March Joint Powers Authority -We worked together on a veterans housing facility at March AFB 4. Michael Nuby-E D Manager So Cal Edison 5. VEDC partners Lynn Fernandez and Keith Rogers -Discussed our future events in the desert 6. SBDC Regional Directors Mike Daniel and Dan Ripke-Both were speakers at a session and we talked SBDC in the desert 7. Cruz Esparza-ED Manager for San Bernardino -I spent a lot of time picking his brain regarding ED roadblocks 8. Toni Symonds -Chief Consultant for California Legislature Committee on Economic Development where Eduardo Garcia is Chairman- Caught up on everything 9. USDA Rural Development Directors Anita Lopez and Karen Rich -caught up on housing and rural designations 10. Jason Ridenour-ED and Housing Manger for Porterville Ca 11. Mitch Bull-ED Director for the City of Brisbane Ca 12. Sean Wilcock-IVEDC- making that Imperial Valley connection 13. Lisa McCay-VP Buxton- discussed strategies for ICSC LV 14. Gregg Foster-ED Redwood Region ED Commission 15. Ryan Miller and Megan Weaver -Cal State Chico -Center for ED 16. Matt Miller-EMSI sales rep -discussed data and getting together soon 17. Larry Kosmont-Real Estate development and soon to be partner in the East Valley 18. Rochelle Mills -Innovative Housing Opportunities Director -played catch up 19. Ian Ross-OppSites-CEO and founder -incredible new site for matching cities and real estate professionals. This is the most exciting thing I have seen to date and can be interfaced with shows like ICSC, but will eventually replace it 20. Cynthia Roderick -Grant specialist for Yuba Shutter an ED Corp- Picked Her brain on grants for ED Those are just a few of the professionals that I spoke with over the three day event. I have been, and will be followin., up with all of them over the next few weeks, and I will see some at ICSC. This Conference was a great opportunity for me to learn and meet people that I will interface with, hopefully for years to come. Thank You for the opportunity to attend the Event Bob Wright February 2016 March 2016 April 2016 Sessions Users Pageviews 359 Pages / Session Avg. Session Duration - Bounce. Rate 1.17 00.00:37 191.92% % New Sessions 88.02F'%��rrry{ Language May 2016 - June 2016 _ ■ New Visitor ® Returning Visitor Sessions % Sessions 1. (not set) 180 50.14% 2. en -us __-_-------------------------- -- ------ 150 41.78% - 3. en 22 6.13% 4. c 4 1.11% 5. es 2 1 0.56% 6. ru-ru 1 1 0.28% © 2016 Google