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Home My WebLink About06/02/2009THIS MEETING IS BEING BROADCAST LIVE BY TIME -WARNER FOR AIRING ON' CHANNEL 3, AS WELL AS BY STREAMING VIDEO OVER THE INTERNET AND BY REMAINING IN THE ROOM YOU ARE GIVING YOUR -PERMISSION TO'BE - TELEVISED. THIS MEETING WILL BE RE -BROADCAST EVERY SATURDAY AT 9:00 A.M. AND EVERY TUESDAY AT 8:00 P.M. ON CHANNEL 3, AND IS ALSO AVAILABLE ON THE CITY WEB SITE AT WWW.CITYOFDIAMONDBAR.COM CITY OF DIAMOND BAR CITY COUNCIL AGENDA June 2, 2009 Next Resolution No. 2009-19 Next Ordinance No. 02 (2009) CLOSED SESSION: 5:00 p.m., Room CC -8 Public Comments on Closed Session Agenda ► Government Code Section 54956.9 (c) Initiation of Litigation — 1 Case. STUDY SESSION: 5:15 p.m., Room CC -8 ► Presentation of Draft FY 2009-10 Budget — Discussion and Action. No. Housing Element Update — Discussion and Action. ► Presentation of SCI's Proposal and Local Funding Mechanisms for LLAD 38, 39 and 41 — Discussion and Action. Public Comments CALL TO ORDER: PLEDGE OF ALLEGIANCE: INVOCATION: ROLL CALL: 6:30 p.m. Mayor Pastor Randy Lanthripe, Church in the Valley Council Members Chang, Tanaka, Tye, Mayor Pro Tem Herrera, Mayor Everett Written materials distributed to the City Council within 72 hours of the City Council meeting are available for public inspection immediately upon distribution in the City Clerk's Office at 21825 Copley Dr., Diamond Bar, California, during normal business hours. June 2, 2009 PAGE 2 APPROVAL OF AGENDA: Mayor SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: 1.1 Presentation of Certificates of Recognition to "Older Americans Award" Winners: Beverly Mayerski (Diamond Bar Senior Citizen's Club); Wen Fong K. Wu (Diamond Age Senior Club); Mangal Gulshan (Sunshine Senior Club); and Athena Chu, (Evergreen Senior Club). BUSINESS OF THE MONTH: 1.2 Presentation of City Tile to Good Care Adult Day Health Care, 23401 Golden Spgs. Dr., as Business of the Month for June, 2009. 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: 3. PUBLIC COMMENTS: "Public Comments" is the time reserved on each regular meeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or matters of interest to the public that are not already scheduled for consideration on this agenda. Although the City Council values your comments, pursuant to the Brown Act, the Council generally cannot take any action on items not listed on the posted agenda. Please complete a Speaker's Card and give it to the City Clerk (completion of this form is voluntary). There is a five-minute maximum time limit when addressinq the City Council. 4. RESPONSE TO PUBLIC COMMENT: Under the Brown Act, members of the City Council may briefly respond to public comments but no extended discussion and no action on such matters may take place. 5. SCHEDULE OF FUTURE EVENTS: 5.1 Planning Commission Meeting — June 9, 2009 — 7:00 p.m., AQMD Government Center Auditorium, 21865 Copley Dr. 5.2 Traffic and Transportation Commission Meeting — June 11, 2009 — 7:00 p.m., AQMD/Government Center Hearing Board Room, 21865 Copley Dr. 5.3 City Council Meeting — June 16, 2009 — 6:30 p.m., AQMD Government Center Auditorium, 21865 Copley Dr. June 2, 2009 PAGE 3 FY 08-09 MUNICIPAL BUDGET REVIEW AND COUNCIL CONSIDERATION: Adopt Resolution No. 2009 -XX: Approving and Adopting a Budget for the Fiscal Year Commencing July 1, 2009 and Ending June 30, 2010 Including Maintenance and Operations, Special Funds and Capital Improvements; and Appropriating Funds for Accounts, Departments, Divisions, Objects and Purposes Therein Set Forth. Recommended Action: Adopt. Requested by: City Manager 6. CONSENT CALENDAR: 6.1 City Council Minutes: (a) Study Session of May 19, 2009 — Approve as submitted. (b) Regular Meeting of May 19, 2009 — Approve as submitted. 6.2 Traffic and Transportation Commission Minutes — Regular Meeting of April 9, 2008 - Receive and file. 6.3 Ratification of Check Register — Dated May 14, 2009 to May 27, 2009 totaling $1,606,785.02. Requested by: Finance Department 6.4 Treasurer's Statement - month of April, 2009. Recommended Action: Approve. Requested by: Finance Department 6.5 Approve Increase of the City's FY 08-09 Transit Pass Subsidy Fare Revenue and Transit Pass Subsidy Fare Expenditures by $100,000. Recommended Action: Approve. Requested by: Finance Department 6.6 Adopt Resolution No. 2009 -XX: Setting Proposition 4 (Gann) Appropriations Limit for FY 2009-10 in Accordance with the Provisions of Division 9 of Title 1 of the Government Code. Recommended Action: Adopt. Requested by: Finance Department June 2, 2009 PAGE 4 6.7 Adopt Resolution No. 2009 -XX: Adopting the Statement of Investment for Fiscal Year 2009-10. Recommended Action: Adopt. Requested by: Finance Department 6.8 (a) Adopt Resolution No. 2009 -XX: Calling and Giving Notice of a General Municipal Election to be Held on Tuesday, November 3, 2009, for the Election of Certain Officers (3 City Council Seats) as Required by the Provisions of the Laws of the State of California Relating to General Law Cities. Recommended Action: Adopt (b) Adopt Resolution No. 2009 -XX: Requesting the Board of Supervisors of the County of Los Angeles to Consolidate a General Municipal Election to be held on November 3, 2009 with the School Elections to be held on that Date Pursuant to Section 10403 of the Elections Code. Recommended Action: Adopt (c) Adopt Resolution No. 2009 -XX: Adopting Regulations for Candidates for Elective Office Pertaining, to Candidates Statements Submitted to the Voters at an Election to be held on Tuesday, November 3, 2009. Recommended Action: Adopt Requested by: City Clerk 6.9 PUBLIC WORKS DEPARTMENT REQUESTS: (a) Approve Design Services Contract Amendment with Norris- Repke, Inc. for Residential Area 5 Street Maintenance Project in the Amount of $9,001.73. Recommended Action: Approve. June 2, 2009 PAGE 5 (b) Reallocate Prop 113 Funds in the Amount of $78,000 from the Arterial Zone 3 Capital Improvement Program Budget to the Residential Area 5 Capital Improvement Program Budget for FY 2008- 09; Approve Plans and Specifications; and Award the Construction Contract for the Residential Area 5 Street Maintenance Project to Doug Martin Contracting Company, Inc. in the Amount of $743,562.05; and Authorize a Contingency Amount of $74,500 for Contract Change Orders to be Approved by the City Manager, for a Total Authorization Amount of $818,062.05. Recommended Action: Reallocate, Approve and Award. (c) Reallocate Prop 113 Funds in the Amount of $95,000 from the Arterial Zone 3 Capital Improvement Program Budget to the Lycoming Street Rehabilitation Capital Improvement Program Budget for FY 2008-09; Approve Plans and Specifications; and Award the Construction Contract for the Lycoming Street Rehabilitation Project in the Amount of $554,660.05 to RJ Noble Company and Authorize a Contingency Amount of $55,500 for Contract Change Orders to be Approved by the City Manager, for a Total Authorization Amount of $610,160.05. Recommended Action: Reallocate, Approve and Award. (d) Approve Construction Administration Services Contract with Norris—Repke in the Amount of $35,940 for the Lycoming Street Rehabilitation Project and Authorize a Contingency Amount of $3,600 for Contact Change Orders to be Approved by the City Manager for a Total Authorization of $39,540. Recommended Action: Award. (e) Approval of a Three -Year Crossing Guard Services Contract with All City Management Services, Inc., Beginning July 1, 2009 to June 30, 2012. Recommended Action: Approve. 6.10 Approval of One Year Extension to City -County Law Enforcement Services Agreement with the County of Los Angeles and Authorize the Law Offices of Dapper, Rosenblit and Litvak to Represent the City in Litigation Against the County of Los Angeles Associated with the Liability Trust Fund. Recommended Action: Approve. Requested by: City Manager June 2, 2009 PAGE 6 7. PUBLIC HEARINGS: None. 8. COUNCIL CONSIDERATION: None. 9. COUNCIL SUB -COMMITTEE REPORTS/COUNCIL MEMBER COMMENTS: 10. ADJOURNMENT: CITY COUNCIL TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Manager Agenda # ssl Meeting Date: _June 2, 2008 AGENDA REPORT TITLE: Adopt Resolution 09 -XX — "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR APPROVING AND ADOPTING A BUDGET FOR THE CITY OF DIAMOND BAR FOR THE FISCAL YEAR COMMENCING JULY 1, 2009 AND ENDING JUNE 30, 2010, INCLUDING MAINTENANCE AND OPERATIONS, SPECIAL FUNDS AND CAPITAL IMPROVEMENTS AND APPROPRIATING FUNDS FOR ACCOUNTS, DEPARTMENTS, DIVISIONS, OBJECTS AND PURPOSES THEREIN SET FORTH" RECOMMENDATION: Approve and adopt incorporating amendments if any made at this meeting. FINANCIAL IMPACT: The City Manager's Draft Recommended Budget as submitted reflects General Fund Estimated Resources of $20,566,971 with anticipated appropriations of $19,988,507. This results in an increase of $578,464 to the General Fund reserves from annual operations. In addition to the annual appropriations, the proposed budget reflects a transfer of $358,208 in General Fund reserves to the Capital Improvement Projects Fund to assist in the construction of several capital improvement projects. The General Fund Budget also shows a use of $745,787 in General Fund reserves for other non recurring appropriations. If approved, the FY09-10 Municipal Budget anticipates an ending General Fund fund balance of $30,757,828 based on projected revenues and expenditures. The proposed budget includes a Capital Improvement program that amounts to $7,059,098 and spending plans for the various Special Revenue Funds and Internal Service Funds. The State budget crisis remains an issue and there has been a proposal to "borrow" the equivalent of 8% of property taxes from all cities, counties and local districts. This includes the triple flip and VLF property tax swaps. If this were to happen there is an extreme possibility that the State will not repay the debt. It is estimated that the City could lose approximately $731,650. The proposed budget has been carefully examined with cuts made in many areas. It is not possible to reduce the budget by this Page 2 — FY09-10 Budget Report amount without cuts "across the board" to services and programs. With few alternatives available, it is proposed that fund balance reserves be utilized to fund a significant portion of any resources taken by the State. BACKGROUND & DISCUSSION: Each year the City Manager prepares and submits a draft municipal budget for review and adoption. This year the draft budget was presented to the City Council at the study session this evening with the General Fund draft budget being previously discussed at the May 19, 2009 study session. Creating a budget for Fiscal Year 2009-2010 has proven to be challenging for many municipalities across the State, including the City of Diamond Bar. The poor economy and worsening condition of the State's budget continue to be a major concern. As a result, the fundamental approach of the FY 2009-2010 City Budget is to maintain proposed appropriation levels at or below the FY 2008-2009 mid -year level wherever possible. This approach has resulted in a conservative Draft Recommended FY09-10 Budget (budget). The attached budget document presents an operating plan that permits the City to live within a reasonable estimate of revenues while continuing to provide community programs and services to the residents of the City of Diamond Bar, including making planned improvements to infrastructure and facilities. Items of Note Included in the Budget: GENERALFUND Revenues The draft FY09-10 General Fund Budget estimates resources for the fiscal year in the amount of $20,566,971. Property Taxes — Property tax revenue estimate is reflective of the current economic conditions. The estimate ($3,875,000), although higher than last year's budget ($3,700,000), is lower than the projected revenue amount ($3,918,500). Information received from the County indicated a 1% growth in property taxes was anticipated for FY09-10. Other Taxes — The revenues in this category include sales tax, sales tax compensation, transient occupancy tax, franchise tax and property transfer tax. All but the property transfer tax are based on sales of merchandise or services. As a result, the estimates for these revenues have been reduced due to the economy. State Subventions — This category's estimate is slightly higher than that of the current year due to an increase of $65,000 in the estimate for Motor Vehicle in Lieu revenue. This estimate has been based on a formula provided by the League of CA Cities. Page 3 — FY09-10 Budget Report From Other Agencies — Included in this category is Revenue of $1,000,000 from the Federal Water Resources Development Act which will be used to complete sanitary sewer and storm drain master plans. There is also the re -budgeting of FEMA revenue anticipated for the repair of a slope at the Diamond Bar Center. Current Service Charges — Current Service Charges are lower this year due the downturn in Building and Safety revenues which have dropped substantially. Investment Earnings — Investment earnings are projected to be $175,000 lower than the current fiscal year due to the fact that interest yields have dropped and are anticipated to be lower next fiscal year. Appropriations The draft FY 09-10 General Fund Budget estimates appropriations in the amount of $19,988,507. As stated earlier, every effort has been made to keep appropriations at or near the FY08-09 Mid Year revision. The following are items of significance which have been incorporated into the recommended budget. Personnel — There is no cost of living adjustment (COLA) incorporated in the budget at this time. This is due to the fact that the index used to determine COLA for City employees reflected a negative CPI of 1.6% for the year ending March 2009. The budget for the Community Development Department includes a change in one position from a Planning Manager position to a Senior Planner position. It was decided that since there has been a downturn in development activities the Senior Planner position would be adequate. Although budgeted, this vacant position along with the Finance Department's part time Sr. Office Specialist, Community Services Office Specialist, and Recreation Superintendent positions are presently "frozen". The freezing of these positions for the entire year would result in a savings to the General Fund of $301,600. Benefit Allotment - The City currently provides a monthly benefit allotment of $920 for full-time non- exempt staff and $950 for full-time exempt staff and City Council Members. An increase of $25 to the monthly benefit allotment has been included in the FY 2009/10 budget at a total cost of $17,100. The City has received the 2009 Health Care rates and once again they have continued to rise. Law Enforcement — The City's contract for law enforcement services is slated to increase by 3% for FY09-10. In addition to this increase the budget includes additional funds for special patrols and check points. $55,152 of these services is contingent on the City receiving federal funds through the 2009 Recovery Act — Edward Byrne Memorial Justice Assistance Grant. The budget includes the revenue offset for this appropriation. In addition the budget assumes full funding of the State COPS revenue. This revenue offsets the cost of the Law Enforcement Technician position, fingerprinting program and other check points. The total revenue offset from the State and Federal governments for the City's Law Enforcement program equals $181,412. 3 Page 4 — FY09-10 Budget Report Public Works — Engineering — As mentioned earlier, this year the budget includes $1,000,000 for the preparation of a sanitary sewer master plan and a storm drain master plan at a cost of $500,000 each. This expenditure will be directly offset by the receipt of Federal Water Resource Development Act Funds. Use of Fund Balance Reserves - The proposed FY 2009-2010 General Fund Budget includes the use of reserves to fund Economic Development and a few other nonrecurring appropriations. Economic Development - in 2002 the City Council informally created an economic development reserve of $10,000,000 within the General Fund. With this resource in place, the City has launched various economic development activities. As a result, the budget for economic development have increased and been funded with General Fund Reserves. This fiscal year, the proposed budget reflects a $307,000 use of reserves for economic development purposes. This amount represents the Economic Development Division's budget excluding personnel costs. A significant component of the Economic Development budget is the examination and possible creation of master development plans for the Market World, Kmart and Former Honda properties. • City Hall Expansion - Staff is currently negotiating an extension of the 12,000 square foot City Hall lease with the AQMD. A part of the negotiation has been to explore the possibility of expanding the size of City Hall by approximately 4,000 square feet. The proposed budget includes fund for the cost of $50,000 associated with the expansion endeavor. Since this is a one-time expenditure it is recommended that it be funded with General Fund Reserves. Transfer Out — LLADS — The City's Lighting and Landscape Assessment Districts (LLADs) are currently being subsidized by the City's General Fund. For several years the City has provided staffing and now to continue operations it has become necessary to subsidize other operating costs. The amounts necessary are $61,070 for LLAD #38, $70,142 for LLAD #39 and $8,422 for LLAD #41 for a total of $139,634. It is recommended that this be funded with General Fund Reserves. • Transfer Out — Self Insurance Fund — This transfer of $248,153 is to fund the required general liability insurance deposit contribution to the CJPIA. It is much higher in FY 2009- 2010 due to losses incurred over the past year. Since losses experienced are extraordinary, it is recommended that this transfer be funded with General Fund Reserves. Transfer Out — CIP Fund — The FY09-10 budget includes a transfer of $358,208 to the Capital Improvement Projects budget. This amount is significantly lower than the FY08-09 adjusted budget. The reason for this is that the FY08-09 adjusted budget includes money to fund not only FY08-09 projects but carry over amounts from the previous fiscal year. Due to the fact that it is preferable to complete CIP projects during the summer when school is out and the weather is agreeable many contracts are awarded near the end of the fiscal year. This means that the appropriations are carried forward into the new fiscal year. At the end of FY07-08 there was a total of $4,435,415 in CIP contractual commitments with $2,065,119 of 4 Page 5 — FY09-10 Budget Report this amount being funded from the General Fund and carried over into FY08-09. The carry over projects included a two slurry seal projects which accounted for nearly half of this amount. The transfer for FY09-10 has also dropped due to the availability of other funding sources. The slurry seal projects which have recently been paid for with General Fund reserves are being funded with federal stimulus funds and various State funds. The federal stimulus money is a one time allocation of $1,770,000 replacing the normal General Fund reserve transfer. It is anticipated that the use of General Fund Reserves for CIP will return to higher levels in FY10-11. Special Funds Measure R Fund (110) — Voters recently passed Measure R which is a'/2% sales tax increase to fund transportation related projects. This fiscal year the City will receive a partial allocation of $310,858 which will be used to help fund the Area 6 Slurry Seal/Overlay project. Prop A Transit Fund (112) The Prop A Transit Fund continues to provide funding for the City's popular transit subsidy program, Diamond Ride program, excursions, and Holiday Shuttle program. In addition a portion of the City's new traffic management system will be funded with these funds. In FY08-09 there was a significant increase in the cost of the City's Diamond Ride program from $411,531 to $530,000. The FY09-10 Budget allocates $550,000 to the Diamond Ride program. Over the past four years the cost of this program has increased approximately 60%. Air Quality Improvement Fund (118) The approved uses of Air Quality Improvement Funds have changed over the past couple of years. The uses have become exceedingly limited, however the one area the City can use these funds is on the purchase of hybrid vehicles. This year two replacement vehicles are planned for the Neighborhood Improvement Officers. A replacement Kiosk for the Diamond Bar Center has been budgeted. For this kiosk to be eligible for this funding it will include public transportation information in addition to City program information. Prop 1 B Transportation Fund (120) This fund was created in FY2007-08 to account for transportation funds received from the State as a result of the passage of a transportation bond. This year there is one project listed in the Capital Improvement Plan which will be funded with these monies. Park and Facility Development Fund (124) In addition to the normal transfer out to the Capital Improvement Projects Fund, the Park and Facility Development Fund includes a re -appropriation for the purchase of the Industry property. CDBG Fund (125) On December 16, 2008 the City Council held a public hearing on the proposed CDBG budget for FY09-10. Since that time the City has been notified that it is eligible for additional funds through the Page 6 — FY09-10 Budget Report CDBG-R allocation. This new allocation of $107,938 has been incorporated into the budget by increasing the proposed sidewalk improvement project and including the required administrative portion to the Professional Services line item in the CDBG Fund budget. Edward Byrne Justice Assistance Grant Fund (129) This grant is new to the City this year. It is a program that allows cities to supplement their law enforcement activities. This year the budget includes funds for special law enforcement programs including DUI enforcement, additional school patrols, and burglary patrols. Landscape Assessment District Funds 38, 39, and 41 (138, 139, 141) As mentioned earlier, the City Council has been made aware of the fact that the Landscape Assessment Districts (LLADs) revenues aren't able to keep up with their rising expenses. As a result the City Council formed a subcommittee to study the options and to create a strategy to deal with the shortfalls. Creating FY09-10 budgets for District 38 and 39 was exceedingly difficult which resulted in budgets that reflect bare minimum expenditures. Even with this effort there were budget deficits in all three of the districts. To balance these budgets a transfer from the General Fund will be necessary. Capital Improvement Projects Fund (250) The FY09-10 Capital Improvement Projects List includes projects amounting to $7,059,098. There are three Street Improvement Projects, four Traffic Improvement Projects, five Park & Recreation Improvement projects, one Landscape Improvement project, two Median Improvement projects and one Sidewalk improvement project. The funding of these projects is from a variety of sources, the most significant of which is $1,770,000 anticipated from the 2009 -American Recovery and Relief Act. These funds will be used instead of General Fund Reserves to assist with the funding of the Arterial Slurry Seal — Zone 3 & 4 project. PREPARED BY: Linda G. Magnuson REVIEWED BY: r Finance Director Assistant City Manager Attachments: Resolution #09 -XX FY 09-10 Personnel Summary Fiscal Year 2009-2010 City Manager's Draft Recommended Budget 31 A. Recitals RESOLUTION NO. 2009- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR APPROVING AND ADOPTING A BUDGET FOR THE CITY OF DIAMOND BAR FOR THE FISCAL YEAR COMMENCING JULY 1, 2009 AND ENDING JUNE 30, 2010 INCLUDING MAINTENANCE AND OPERATIONS, SPECIAL FUNDS AND CAPITAL IMPROVEMENTS AND APPROPRIATING FUNDS FOR ACCOUNTS, DEPARTMENTS, DIVISIONS, OBJECTS AND PURPOSES THEREIN SET FORTH. (i) The City Manager has heretofore prepared and presented to this City Council a draft budget for the City's fiscal year 2009-2010, including staffing and position allocations, maintenance and operations, special funds and capital improvements, including appropriations therefore (referred to the "Budget" sometimes hereinafter). (ii) The Planning Commission of the City of Diamond Bar has heretofore publicly reviewed the proposed capital improvements specified in the Budget and has rendered to the City Council its report thereon concerning conformity of the capital improvement program with the City's contemplated general plan, all as required by California Government Code Section 65401. Copies of the Budget are on file in the office of the City Clerk labeled "City of Diamond Bar 2008-2009 Budget" and said Budget hereby is made a part of this Resolution. (iii) The City Council has conducted public meetings on the entirety of the fiscal year 2006-07 Budget and concluded said meetings prior to the adoption of this Resolution. (iv) All legal prerequisites to the adoption of this Resolution have occurred. B. RESOLUTION. NOW THEREFORE, the City Council of the City of Diamond Bar does hereby find, determine and resolve as follows: 1. In all respects, as set forth in the Recitals, Part A, of this Resolution. 7 2. The City Council hereby finds and determines that the capital improvement program set forth in the Budget, and each project identified therein, is categorically exempt from the requirements of the California Environmental Quality Act of 1970, as amended, and the guidelines promulgated thereunder pursuant to Section 15301 of Division 6 of Title 14 of the California Code of Regulations. 3. The Budget, including the changes enumerated and directed to be made by the City Council during the course of the public meeting conducted by the City Council, hereby is adopted as the Budget of the City of Diamond Bar for the fiscal year commencing July 1, 2009 and ending June 30, 2010 and consisting of the estimated and anticipated expenditures and revenues for that fiscal year. 4. There are hereby appropriated for obligations and expenditures by the City Manager the amounts shown for the various departments, divisions and objects set forth in the Budget. All obligations and expenditures shall be incurred and made in the manner provided by the provisions of State law and City ordinances and resolutions applicable to purchasing and contracting. 5. Subject to further provision of this Resolution, the appropriations made above constitute the maximum amount authorized for obligation and expenditure by the City Manager for respective departments, divisions and objects as set forth in the Budget. Each department head shall be responsible, as well as the City Manager, for seeing that said maximum amounts are not exceeded. 6. No check shall be issued nor shall any indebtedness be incurred which exceeds the unexpended balance of the fund and department appropriations herein above authorized unless such appropriations shall have been amended by a supplemental appropriation duly enacted by the City Council, or by individual appropriations within any aforesaid fund or department therein, except insofar as the City Manager may authorized transfers pursuant to this Resolution. 7. Within the various funds and departments contained in the Budget, the City Manager is authorized to employ, during the fiscal year covered by said Budget, the number and classification of such full time employees as are shown in the Budget all subject to the provisions of the City's classification and compensation plans as amended and adopted by the City Council. Part time and seasonal employees are authorized as necessary by the City Manager provided that the total to be obligated and expended within any fund and department set forth in the Budget, with respect to salaries and wages therefore, shall not exceed the budgeted and appropriated amount, as the same may be amended by the City Council, from time to time. 8. The City Manager hereby is authorized to transfer funds appropriated hereby or by supplemental appropriation as follows: With respect to those classifications designated by code 0000 series,1000 series, 2000 series, 4000 series, 5000 series and code 6000 series, the City Manager may transfer amounts between and within those classifications, but only within a fund. 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, ADOPTED AND APPROVED this day of , 2009. Ron Everett, Mayor E I, Tommye Cribbins, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, adopted and approved at a regular meeting of the City Council of the City of Diamond Bar held on the day of , 2009, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk of the City of Diamond Bar 10 City Of Diamond Bar Personnel Summary Fiscal Year 2009-2010 Position Executive Management City Manager Assistant City Manager Community Development Dir Community Services Director Finance Director Information Systems Director Public Works Director Full Time Exempt Management City Clerk Planning Manager Public Information Manager Full Time Exempt Assistant to the City Manager Associate Engineer Associate Planner Management Analyst Network/Systems Admin Parks & Maint. Superintendent Recreation Superintendent Parks & Maint. Supervisor Public Works Maint Supt. Recreation Supervisor Senior Accountant Senior Civil Engineer Senior Management Analyst Senior Planner Full Time Non -Exempt FULL TIME 2008-09 Approved Actual 2009-10 Proposed Approved 1 1 1 Administrative Assistant 1 1 1 1 1 1 1 1 1 1 1 1 Desktop Support Technician 1 1 1 1 1 1 1 2 2 1 1 1 Parks Maintenance Inspector 7 7 7 0 1 1 1 1 1 1 0 0 1 1 1 3 2 2 0 1 1 1 2 2 2 1 0 0 2 2 2 1 1 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 0 1 16 13 15 0 Accounting Technician 2 2 2 Administrative Assistant 1 1 2 Admin Records Coordinator 1 1 1 Assistant Planner 1 1 1 Community Services Coordinator 4 3 4 Desktop Support Technician 1 1 1 Junior Engineer 1 1 1 Neighborhood Improvement Officer 2 2 2 Sr Office Specialist 2 2 2 Parks Maintenance Inspector 1 1 1 Permit Technician 1 1 1 Planning Technician 1 1 1 City Of Diamond Bar Personnel Summary Fiscal Year 2009-2010 FULL TIME Position 2008-09 Approved Actual Full Time Non -Exempt - Continued Public Information Coordinator 1 1 Public Information Specialist 1 1 Recreation Specialist 2 2 Senior Administrative Assistant 3 2 Sr Street Maintenance Worker 1 1 1 26 24 Total Full Time 52 46 BENEFITED PART TIME 60 2008-09 Approved Actual Human Resources Manager 1 1 "Asst. Preschool Teacher - 20 hr/wk 1 1 Preschool Teacher - 30 hr/wk 2 2 Sr Office Specialist - 20 hr/wk 1 0 5 4 Recreation Specialist Com Services Leader Com Services Leader II Com Services Worker Intern Facility Attendant I Facility Attendant II Maintenance Wkr I Maintenance Wkr II NON -BENEFITED PART TIME 2008-09 Approved Actual 9 7 8 12 15 13 6 5 1 1 8 1 7 14 4 2 2 2 60 57 2009-10 Proposed Approved 1 1 2 2 1 26 0 50 0 2009-10 Proposed Approved 1 1 2 1 5 0 2009-10 Proposed Approved 9 8 15 6 1 8 7 4 2 60 0 Diamond Bar Fiscal Year 2009 - 2010 ANNUAL BUDGET City Manager's Draft Recommended Budget Dated June 2, 2009 21825 Copley Drive ❖ Diamond Bar, CA 91765 ❖ 909.839.7000 ❖ 909.861.3117 (fax) e-mail: info@ci.diamond-bar.ca.us www.cityofdiamondbar.com GENERAL FUND BUDGET CITY OF DIAMOND BAR GENERAL FUND BUDGET FY 2009-10 Uses of Fund Balance Reserves: FY 2007-08 FY 2008-09 FY 2006-09 FY 2009-10 City Hall Expansion Actual Adjusted Projected Requested ESTIMATED RESOURCES 0 331,100 84,570 308,000 Property Taxes $3,893,208 $3,700,000 $3,918,500 $3,875,000 Other Taxes 6,272,672 5,642,000 5,556,000 5,032,000 State Subventions 4,596,992 4,672,970 4,672,970 4,695,000 From Other Agencies 14,376 762,500 552,085 1,215,000 Fines and Forfeitures 637,483 532,900 547,325 528,900 Current Services Charges 3,040,802 1,643,240 1,517,482 1,568,892 Use of Money & Property 2,075,852 1,425,746 1,489,878 1,369,330 Transfers -In Other Funds 1,439,832 1,438,485 1,438,485 1,537,062 Fd Balance Reserves 0 331,100 84,570 745,787 Total Estimated Resources $21,971,217 $20,148,941 $19,777,295 $20,566,971 APPROPRIATIONS City Council $153,424 $168,70D $150,431 $177,600 City Attorney 197,253 460,001) 450,000 215,000 City Manager/City Clerk 868,488 1,041,590 964,171 1,098,240 Finance 427,354 411,960 382,737 454,900 Human Resources 183,622 196,480 181,983 226,130 Information Systems 942,619 799,770 777,680 751,000 General Government 1,369,500 2,114,750 1,986,529 1,546,540 Public Information 487,271 505,600 484,685 519,620 Economic Development 436,519 249,476 167,652 389,000 Law Enforcement 4,803,552 5,299,150 5,229,200 5,416,252 Volunteer Patrol 5,905 9,250 6,000 9,250 Fire 2,888 11,360 7,360 11,360 Animal Control 100,909 125,300 122,277 132,000 Emergency Preparedness 14,123 43,940 24,060 42,140 Community Dev./Planning 595,155 560,480 455,023 532,470 Building & Safety 365,114 367,650 345,270 278,480 Neighborhood Improvement 305,946 307,850 276,715 305,600 Community Services Admin 602,593 351,195 350,240 352,650 Diamond Bar Center - Oper. 844,866 803,590 781,170 866,650 Park Operations 720,604 921,560 906,260 900,360 Recreation 1,546,700 1,540,415 1,513,005 1,681,690 Public Works - Admin 877,344 781,800 719,900 612,000 Engineering 220,472 388,100 365,800 1,368,150 Road Maintenance 1,052,090 1,221,900 1,068,301 1,210,650 Landscape Maintenance 351,476 314,070 314,070 320,485 Transfer -Out Other Funds 350,100 513,742 503,742 570,290 Total Appropriations 17,835,887 19,509,678 18,534,261 19,988,507 Excess Resources over Appropriations $4,135,330 $639,263 $1,243,034 $578,464 Fund Balance Reserves @ Beg of Year 30,457,566 32,925,528 32,925,528 31,283,359 Available Resources 34,592,896 33,564,791 34,168,562 31,861,823 Uses of Fund Balance Reserves: City Hall Expansion 50,000 Economic Development 0 331,100 84,570 308,000 Transfer out - LLADS 139,634 Transfer out - Self Ins Fd 248,153 Transfer out- CIP Fund 1,667,368 2,991,207 2,800,633 358,208 1,667,368 3,322,307 2,885,203 1,103,995 Estimated Fd Bal Reserves @ 06/30. $32,925,528 $30,242,484 $31,283,359 $30,757,828 06/02/09 GENERAL FUND REVENUE SUMMARY CITY OF DIAMOND BAR GENERAL FUND ESTIMATED REVENUE FY 2009-2010 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested Property Taxes 31620 FEMA Revenue 31635 Fed Grants - 30010 Current Secured 3,416,685 3,250,000 3,500,000 3,500,000 30020 Current Unsecured 158,972 175,000 165,000 165,000 30050 Supplemental Roll 275,973 220,000 200,000 170,000 30100 Prior Year Property Tax (7,302) 20,000 3,500 10,000 30200 Misc. Property Taxes 16,344 15,000 15,000 10,000 30250 Interest Penalties & Delinquencies 32,536 20,000 35,000 20,000 762,500 Total Property Taxes 3,893,208 3,700,000 3,918,500 3,875,000 Other Taxes Building Fees: 31010 Sales Tax 3,114,562 2,659,000 2,664,750 2,300,000 31011 Sales Tax Compensation Fund 1,049,577 883,000 888,250 766,000 31200 Transient Occupancy Tax 800,390 680,000 680,000 651,000 31210 Franchise Tax 1,024,710 1,120,000 1,065,000 1,065,000 31250 Property Transfer Tax 283,433 300,000 258,000 250,000 42,948 Total Other Taxes 6,272,672 5,642,000 5,556,000 5,032,000 Subventions - State: 31340 Homeowners Exemption 31700 Motor Vehicle in Lieu (VLF) 31701 VLF - Property Tax in Lieu Total Subventions -State From Other Agencies 31620 FEMA Revenue 31635 Fed Grants - 31740 LUCA - Census Update Grant 31842 Fed Grants -Water Resources Dev 31856 Ofc of Tr Safety Grants 31900 Intergovt Revenue - Other Cities 4,672,970 Total From Other Agencies 33,865 30,000 30,000 30,000 262,064 150,000 150,000 215,000 4,301,063 4,492,970 4,492,970 4,450,000 4,596,992 4,672,970 4,672,970 4,695,000 13,673 200,000 Municipal Code Fines 200,000 1,400 247,500 247,500 0 1,000 180,190 160,000 160,000 155,000 32250 Vehicle Impound Fees 1,000,000 (297) 15,000 4,585 15,000 False Alarm Fees 300,000 300,00D D 14,376 762,500 552,085 1,215,000 Fines & Forfeitures 32150 Vehicle Code Fines 408,542 330,000 350,000 340,000 32200 General Fines 29,661 24,000 22,000 20,000 32210 Municipal Code Fines 1,790 1,400 200 1,400 32230 Parking Fines 180,190 160,000 160,000 155,000 32250 Vehicle Impound Fees 16,800 16,000 15,000 12,000 32270 False Alarm Fees 500 1,500 125 500 Total Fines & Forfeitures 637,483 532,900 547,325 528,900 Current Service Charges: Building Fees: 34110 Building Permits 228,593 232,650 180,000 125,650 34120 Plumbing Permits 24,624 19,550 20,000 10,600 34130 Electrical Permits 32,622 23,460 24,000 12,700 34140 Mechanical Permits 15,806 15,640 13,000 8,450 34200 Permit Issuance Fee 42,948 36,880 33,000 19,950 34250 Inspection Fees 11,200 8,590 8,000 4,650 34300 Plan Check Fees 183,655 166,170 135,000 89,750 34310 Plan Retention Fee 4,334 4,000 4,000 3,500 34350 SMTP Fees 168 200 150 100 34355 Building Standards Adm Fee 200 200 Sub -Total 543,950 507,140 417,350 275,550 Planning Fees: 34430 Current Planning Fees 192,800 60,000 60,000 90,000 34550 Developer Fee 959,980 0 34560 Business License Fees 11,710 9,000 9,000 11,000 34561 Business License Late Fees 200 200 Sub -Total 1,164,490 69,000 69,200 101,200 06/02/09 4 CITY OF DIAMOND BAR GENERAL FUND ESTIMATED REVENUE FY 2009-2010 Fund Balance Reserves Use of Fund Balance Reserves GENERAL FUND TOTAL 06/02/09 331,100 84,570 745,787 $21,971,217 $20,148,941 $19,777,295 $20,566,971 5 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested Engineering Fees: 34610 Engr- Plan Check Fees 30,905 60,000 40,000 40,000 34620 Engr- Permit Issuance Fee 3,930 3,000 3,000 3,000 34630 Engr- Encroachment Fees 6,862 8,000 8,000 8,000 34640 Engr- Inspections Fees 57,212 20,000 20,000 20,000 34650 Soils/Traffic/Misc Engring Fees 57,637 60,000 50,000 50,000 34660 Traffic Mitigation - Engineering 282,795 67,000 67,000 150,000 34665 Industrial Waste Fees 23,352 30,OD0 30,000 30,000 Sub -Total 462,693 248,000 218,000 301,000 Recreation Fees: 34720 Community Activities 88,009 89,570 89,150 89,150 34730 Senior Activities 45,1 D3 50,890 50,890 53,400 34740 Athletics 107,847 113,150 107,392 107,392 34760 Fee Programs 198,267 171,490 171,500 237,600 34780 Contract Classes 337,117 310,000 310,000 310,000 34800 Special Event Fees 93,326 84,000 84,000 93,600 Sub -Total 869,669 819,100 812,932 891,142 Total Current Service Charges 3,040,802 1,643,240 1,517,482 1,568,892 Use of Money and Property: 36100 Investment Earnings 1,343,002 725,000 725,000 550,000 36600 Returned Check Charges (9,383) 1,000 1,000 1,000 36610 Rents & Concessions 93,573 91,900 125,000 174,000 36615 DB Center Rental 574,089 550,000 580,000 580,000 36520 Heritage Pk Bldg Rental 23,898 19,000 20,000 25,000 36625 Parks & Fields Rental 20,369 16,330 12,000 16,330 36630 Sale of Fixed Assets 132 797 1,000 36640 Sale of Promotional Items 1,000 500 500 36650 Sale of Printed Material 6,821 3,500 2,500 2,500 36660 Donations 16,130 15,016 11,081 3,000 36800 Property Damage - Pub Wks 100 1,000 8,000 10,000 36810 Property Damage - Parks 2,742 1,000 3,000 5,000 36900 Miscellaneous Revenue 4,379 1,000 1,000 1,000 Total Use of Money and Property 2,075,852 1,425,746 1,489,878 1,369,330 Transfers In -Other Funds: 39111 Transfer In - Gas Tax Fund 991,811 1,101,900 1,101,900 1,100,650 39113 Transfer In - Prop C Fund 9,000 9,000 9,000 39115 Transfer In - Int. Waste Mgt. Fd 147,866 185,000 185,000 175,000 39123 Transfer In - Safe Parks 145,705 112,585 112,585 86,000 39126 Transfer In - COPS Fund 154,450 30,000 30,000 111,300 39129 Transfer In - EB Justice Grant Fd 55,112 Total Transfers In -Other Funds 1,439,832 1,438,485 1,438,485 1,537,062 Fund Balance Reserves Use of Fund Balance Reserves GENERAL FUND TOTAL 06/02/09 331,100 84,570 745,787 $21,971,217 $20,148,941 $19,777,295 $20,566,971 5 CITY OF DIAMOND BAR GENERAL FUND REVENUE BUDGET DISCUSSION FY09-10 TOTAL BUDGET $20,566,971 PROPERTY TAXES 3,875,000 Current Secured (30010) Economy Slowdown Current Unsecured (30020) Historical Amount Budgeted: nt Budgeted: 3,500,000 3,500,000 165,000 165,000 Supplemental Roll (30050) Amount Budgeted: 170,000 Historical 170,000 Franchise Tax (31210) Amount Budgeted: 1,065,000 Prior Year Property Tax (30100) Amount Budgeted: 1,065,000 10,000 Historical Amount Budgeted: 10,000 250,000 Based on current yr - annualized 250,000 Misc. Property Taxes (30200) Amount Budgeted: 10,000 Historical Amount Budgeted: 10,000 30,000 Historical 30,000 Interest Penalties & Delinquencies (30250) Amount Budgeted: 20,000 Historical 20,000 VLF Property Tx in Lieu (31701) Amount Budgeted: 4,450,000 OTHER TAXES 4,450,000 5,032,000 Sales Tax (31010) Amount Budgeted: 2,300,000 Based on HdL FY09's projection Amount Budgeted: 2,300,000 200,000 Sales Tax Compensation Fund (31011) Amount Budgeted: 766,000 25% of Sales Tax Budget - to be received periodically from the State assuming State backfills the revenue as promised. 766,000 Transient Occupancy Tax (31200) Amount Budgeted: 651,000 Based on current yr - annualized 651,000 Franchise Tax (31210) Amount Budgeted: 1,065,000 Based on current year revenue projection 1,065,000 Property Transfer Tax (31250) Amount Budgeted: 250,000 Based on current yr - annualized 250,000 SUBVENTIONS - STATE 4,695,000 Homeowners Exemption (31340) Amount Budgeted: 30,000 Historical 30,000 Motor Vehicle in Lieu (31700) Amount Budgeted: 215,000 Based on Estimates from League 215,000 VLF Property Tx in Lieu (31701) Amount Budgeted: 4,450,000 Based on current yr - annualized 4,450,000 FROM OTHER AGENCIES 1,215,000 FEMA Revenue (31620) Amount Budgeted: 200,000 Based on estimates 200,000 06/02/09 6 CITY OF DIAMOND BAR GENERAL FUND REVENUE BUDGET DISCUSSION FY09-10 Page 2 Fed Water Resources Dev Act (31842) Amount Budgeted: 11000,000 Sanitary Sewer Master Plan 500,000 Storm Drain Master Plan 500,000 Office of Traffic Safety Grants (31856) Amount Budgeted: 15,000 Traffic Safety & DUI Grants 15,000 FINES & FORFEITURES 528,900 Traffic Fines (32150) Amount Budgeted: 340,000 Based on current yr -annualized 340,000 General Fines (32200) Amount Budgeted: 20,000 Based on current year Amount Budgeted: 20,000 4,650 Municipal Code Fines (32210) Amount Budgeted: 4,650 1,400 1,400 Parking Fines (32230) Amount Budgeted: 155,000 Based on current yr - annualized 155,000 Vehicle Impound Fees (32250) Amount Budgeted: 12,000 Based on current yr -annualized Amount Budgeted: 12,000 3,500 False Alarm Fees (32270) Amount Budgeted: 3,500 500 500 CURRENT SERVICE CHARGES: 1,568,892 BUILDING FEES: Building Permits (34110) Amount Budgeted: 125,650 125,650 Plumbing Permits (34120) Amount Budgeted: 10,600 10,600 Electrical Permits (34130) Amount Budgeted: 12,700 12,700 Mechanical Permits (34140) Amount Budgeted: 8,450 8,450 Permit Issuance Fee (34200) Amount Budgeted: 19,950 19,950 Inspection Fees (34250) Amount Budgeted: 4,650 4,650 Plan Check Fees (34300) Amount Budgeted: 89,750 89,750 Plan Retention Fee (34310) Amount Budgeted: 3,500 3,500 06/02/09 7 CITY OF DIAMOND BAR GENERAL FUND REVENUE BUDGET DISCUSSION FY09-10 Page 3 SMIP Fees (34350) Amount Budgeted: 100 Primarily remitted to State 100 Building Standards Adm Fee (34355) Amount Budgeted: 200 Primarily remitted to State 200 PLANNING FEES: Current Planning Fees (34430) Amount Budgeted: 90,000 90,000 Developer Fee (34550) Amount Budgeted: 0 Business License Fees (34560) Amount Budgeted: 11,000 11,000 Business License Late Fees (34561) Amount Budgeted: 200 200 ENGINEERING FEES: Engr - Plan Check Fees (34610) Amount Budgeted: 40,000 40,000 Engr - Permit Issuance Fee (34620) Amount Budgeted: Community Activities (34720) 3,000 City Birthday Party 19,400 3,000 3,000 Concert Share 15,325 Easter Egg Hunt 75 Engr - Encroachment Fees (34630) Amount Budgeted: DB4Youth 8,000 Winter Snowfest 8,750 8,000 4,600 Concerts in the Park 2,000 Engr - Inspections Fees (34640) Amount Budgeted: 20,000 20,000 Engr - Soils/Traffic/Misc Engr Fees (34650) Amount Budgeted: 50,000 (includes Verizon FIOS Project) 50,000 Traffic Mitigation - Engineering (34660) Amount Budgeted: 150,000 Institute of Knowledge, Panda Express 150,000 Industrial Waste Fees (34665) Amount Budgeted: 30,000 30,000 RECREATION FEES Community Activities (34720) Amount Budgeted: City Birthday Party 19,400 Haunted House/Fall Festival 3,000 Concert Share 15,325 Easter Egg Hunt 75 Adult Excursions 32,400 DB4Youth 3,600 Winter Snowfest 8,750 Candy Cane Craft Fair 4,600 Concerts in the Park 2,000 06/02/09 8 89,150 CITY OF DIAMOND BAR GENERAL FUND REVENUE BUDGET DISCUSSION FY09-10 Page 4 Senior Activities (34730) Amount Budgeted: 53,400 Senior Excursions 35,000 Senior Activities 18,400 1,369,330 Interest Earnings (36100) Amount Budgeted: 107,392 Athletics (34740) Amount Budgeted: 550,000 Youth Baseball Returned Check Charges (36600) 18,982 One Pitch Softball Tournament 350 1,000 Youth Indoor Soccer - Mt Calvary Rents & Concessions (36610) 13,290 Youth Basketball Soda Machine Contract -- Parks 33,250 8,000 Adult Volleyball Cell Site Contracts (2) -- Peterson Park 4,800 48,000 Adult Basketball Cell Site Contract -- Eastgate Road Access 36,720 10,000 Cell Site Contracts (2) -- Pantera Park 48,000 Fee Programs (34760) Amount Budgeted: 237,600 Day Camp New Cell Site Contract (6 months) -- DBC 128,775 12,000 Tiny Tots Diamond Bar Center Rental (36615) 108,825 580,000 Diamond Bar Center Rental 580,000 Contract Classes (34780) Amount Budgeted: Amount Budgeted: 310,000 Contract Classes Heritage Park Community Center Rental 310,000 25,000 Special Event Fees Amount Budgeted: 93,600 Calvary Chapel - Sheriff 93,600 USE OF MONEY AND PROPERTY 1,369,330 Interest Earnings (36100) Amount Budgeted: 550,000 Based on current yr - annualized 550,000 Returned Check Charges (36600) Amount Budgeted: 1,000 1,000 Rents & Concessions (36610) Amount Budgeted: 174,000 Soda Machine Contract -- Parks 8,000 Cell Site Contracts (2) -- Peterson Park 48,000 Cell Site Contract -- Eastgate Road Access 10,000 Cell Site Contracts (2) -- Pantera Park 48,000 Cell Site Contracts (2) -- DBC 48,000 New Cell Site Contract (6 months) -- DBC 12,000 Diamond Bar Center Rental (36615) Amount Budgeted: 580,000 Diamond Bar Center Rental 580,000 Heritage Park Bldg Rental (36620) Amount Budgeted: 25,000 Heritage Park Community Center Rental 25,000 Parks & Fields Rental (36625) Amount Budgeted: 16,330 Pantera Park Activity Room Rental 5,700 Picnic Reservations 6,550 Ball Field Rental 3,850 Stage Rental 230 Sale of Fixed Assets (36630) Amount Budgeted: 1,000 Surplus equipment 1,000 Sale of Promotional Items (36640) Amount Budgeted: 500 500 06/02/09 9 CITY OF DIAMOND BAR GENERAL FUND REVENUE BUDGET DISCUSSION FY09-10 Page 5 Sale of Printed Material (36650) Amount Budgeted: Youth Master Plan Implementation 2,500 Youth At Risk Program 26,000 2,500 111,300 Law Enforcement Technician Position 79,300 DB Fingerprinting Program 25,000 Donations (36660) Amount Budgeted: 3,000 3,000 Property Damage - Pub Wks (36800) Amount Budgeted: 10,000 10,000 Property Damage - Parks (36810) Amount Budgeted: 5,000 5,000 Miscellaneous Revenue (36900) Amount Budgeted: 1,000 1,000 TRANSFERS IN - OTHER FUNDS 1,537,062 Transfer In - Gas Tax Fund (39111) Amount Budgeted: 1,100,650 Utilities (001-5510-42126) 65,000 Road Maintenance (001-5554-XXXX) less street sweeping & storm drainage 1,035,650 Transfer In - Prop C Fund (39113) Amount Budgeted: 9,000 Administration of Prop C Signal Projects 9,000 Transfer In - Int. Waste Mgt Fd (39115) Amount Budgeted: 175,000 Street Sweeping (001-5554-45501) 160,000 Storm Drainage (001-5554-45512) 15,000 Transfer In - Safe Parks Fund (39123) Amount Budgeted: 86,000 Youth Master Plan Implementation 60,000 Youth At Risk Program 26,000 Transfer In - COPS Fund (39126) Amount Budgeted: 111,300 Law Enforcement Technician Position 79,300 DB Fingerprinting Program 25,000 Special Chk Points 7,000 Transfer In - EB Justice Grant Fd (39129) Amount Budgeted: 55,112 Special Chk Points 55,112 Fund Balance Reserves Amount Budgeted: 745,787 745,787 Economic Development Exp less Personnel 308,000 City Hall Expansion 50,000 Transfer -Out - LLADS 139,634 Transfer -Out - Self Ins Fd 248,153 06/02/09 10 EXPENDITURE DETAIL rig SECTION & DEPARTMENT 11 CITY OF DIAMOND BAR COMMUNITY ADMINISTRATION 13 CITY OF DIAMOND BAR Department - Legislative • City Council • City Attorney • City Manager/City Clerk 14 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY LEGISLATIVE SERVICES FY 2009-2010 Organization #: 001-4010 through 001-4030 DEPARTMENT INCLUDES: City Council $177,600 City Attorney 215,000 City Manager/City Clerk's Office 1,098,240 LEGISLATIVE SERVICES City Attorney 14.4% City Council 11.9% ity Mgr/City Clerk's Office 73.7% Total Department Expenditures - $1,490,840 06/02/09 15 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Projected Requested PERSONNEL SERVICES 796,224 982,350 961,142 1,020,600 SUPPLIES 3,430 5,750 1,450 5,000 OPERATING EXPENDITURES 164,464 122,690 86,789 173,740 PROFESSIONAL SERVICES 247,909 558,500 515,000 291,000 CAPITAL OUTLAY 7,138 1,000 221 500 DEPARTMENTTOTAL $1,219,165 $1,670,290 $1,554,602 $1,490,840 DEPARTMENT INCLUDES: City Council $177,600 City Attorney 215,000 City Manager/City Clerk's Office 1,098,240 LEGISLATIVE SERVICES City Attorney 14.4% City Council 11.9% ity Mgr/City Clerk's Office 73.7% Total Department Expenditures - $1,490,840 06/02/09 15 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Legislative DIVISION: City Council ORGANIZATION #: 001-4010 06/02/09 16 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES 40010 Salaries 44,932 44,800 42,000 47,000 40070 City Paid Benefits 1,116 5,400 2,100 5,850 40080 Retirement 6,676 7,950 7,732 6,700 40083 Worker's Comp. Exp. 359 400 340 400 40085 Medicare (652) 900 900 1,000 40090 Benefit Allotment 55,404 57,000 56,910 64,350 TOTAL PERSONNEL 107,835 116,450 109,982 125,300 SUPPLIES 41200 Operating Supplies 1,145 1,750 200 1,000 TOTAL SUPPLIES 1,145 1,750 200 1,000 OPERATING EXPENDITURES 42110 Printing 105 42112 Photography 204 500 204 1,000 42125 Telephone 2,093 2,700 2,145 2,700 42130 Rental/Lease of Equipment 1,618 2,700 1,800 2,700 42315 Membership & Dues 50 300 0 300 42320 Publications 0 200 0 200 42325 Meetings 3,011 4,000 1,500 4,000 42330 Travel -Conferences 19,213 20,000 16,000 20,000 42335 Travel -Mileage & Auto Allow 18,150 18,600 18,600 18,900 42340 Education & Training 1,500 1,500 TOTAL OPERATING EXP. 44,444 50,500 40,249 51,300 DIVISION TOTAL 153,424 168,700 150,431 177,600 06/02/09 16 CITY OF DIAMOND BAR CITY COUNCIL (001-4010) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $177,600 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 125,300 City Council Members ($746/mo) 5.00 CC (Election in Nov - 3 positions) 2,700 SUPPLIES Amount Budgeted: Operating Supplies (41200) Amount Budgeted: 1,000 Misc Office Supplies 1,000 2,700 OPERATING EXPENDITURES Amount Budgeted: Photography (42112) Amount Budgeted: 1,000 Council Photos - 1,000 Telephone (42125) Amount Budgeted: 2,700 Cell Phones (5@ $45/mo plus minutes) 2,700 Rental/Lease of Equipment (42130) Amount Budgeted: 2,700 Cable Modem (5 @ 45/mo) 2,700 Membership & Dues (42315) Amount Budgeted: 300 ICSC 300 CEWAER Publications (42320) Amount Budgeted: 200 CALPEEK 100 Misc 100 Meetings (42325) Amount Budgeted: 4,000 League, Chamber, Misc 4,000 Travel -Conferences (42330) Amount Budgeted: 20,000 League, LCCA, Nati League, SCAG, 20,000 Misc Sacramento trips, etc. Travel -Mileage & Auto Allow (42335) Amount Budgeted: 18,900 Auto Allowance - 300/mo X 5, plus $900 18,900 Education & Training (42340) Amount Budgeted: 1,500 CC/CM Team Training - League 1,500 06/02/09 17 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Legislative DIVISION: City Attorney ORGANIZATION #: 001-4020 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PROFESSIONAL SERVICES 44020 Prof Svcs - General Legal 96,654 100,000 100,000 110,000 44021 Prof Svcs - Special Legal 63,461 320,000 320,000 75,000 44023 Prof Svcs - Sp Lgl Code Enf 37,138 40,000 30,000 30,000 TOTAL PROF SVCS 197,253 460,000 450,000 215,000 DIVISION TOTAL 197,253 460,000 450,000 215,000 06/02/09 18 CITY OF DIAMOND BAR CITY ATTORNEY (001-4020) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $215,000 PROFESSIONAL SERVICES General Legal Svcs (44020) Amount Budgeted: 110,000 City Attorney 110,000 Special Legal Svcs (44021) Amount Budgeted: 75,000 Special Litigations 50,000 City Labor Attorney 25,000 Special Legal Svcs - Code Enf (44023) Amount Budgeted: 30,000 City Prosecutor, County Dist Atty, Misc. 30,000 06/02/09 19 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Legislative DIVISION: City Manager/Clerk ORGANIZATION #: 001-4030 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES Advertising 3,156 7,000 4,000 40010 Salaries 514,050 643,050 643,050 668,850 40020 Over -Time Wages 736 1,500 300 1,500 40070 City Paid Benefits 5,405 7,750 7,500 89950 40080 Retirement 91,171 114,050 104,000 117,050 40083 Workers Comp. Exp. 5,347 9,350 7,000 6,100 40084 Short/Long Term Disability 3,095 3,950 3,600 4,100 40085 Medicare 7,593 9,350 8,810 9,800 40090 Benefit Allotment 60,992 76,900 76,900 78,950 3,000 TOTAL PERSONNEL 688,389 865,900 851,160 895,300 SUPPLIES 41200 Operating Supplies 1,831 3,000 1,100 3,000 41300 Small Tools & Equipment 454 1,000 150 1,000 TOTAL SUPPLIES 2,285 4,000 1,250 4,000 OPERATING EXPENDITURES 42115 Advertising 3,156 7,000 4,000 5,000 42125 Telephone 2,164 2,000 2,500 2,000 42200 Equipment Maintenance 750 500 500 42315 Membership & Dues 6,567 6,500 6,000 5,500 42320 Publications 3,632 3,500 3,000 3,000 42325 Meetings 3,155 2,500 2,500 2,500 42330 Travel -Conferences 23,907 20,000 15,000 15,000 42335 Travel -Mileage & Auto Allow 11,053 10,940 10,940 10,940 42340 Education & Training 1,518 4,000 2,000 3,000 42390 Elections 64,868 15,000 100 75,000 TOTAL OPERATING EXP. 120,020 72,190 46,540 122,440 PROFESSIONAL SERVICES 44000 Professional Services 50,656 98,500 65,000 76,000 TOTAL PROF SVCS 50,656 98,500 65,000 76,000 CAPITAL OUTLAY 46220 Furniture 1,000 221 500 46230 Computer Equip -Hardware 7,138 TOTAL CAPITAL OUTLAY 7,138 1,000 221 500 DIVISION TOTAL 868,488 1,041,590 964,171 1,098,240 06/02/09 20 CITY OF DIAMOND BAR CITY MANAGER / CLERK (001-4030) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $1,098,240 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 895,300 City Manager 1.00 FT Asst. City Manager 0.70 FT Asst. to City Manager 1.00 FT City Clerk 1.00 FT Sr. Management Analyst 0.30 FT Management Analyst 1.00 FT Admin Records Coordinator 0.50 FT Senior Office Specialist 1.30 FT 6.80 FT SUPPLIES Operating Supplies (41200) Amount Budgeted: 3,000 Misc Office Supplies 3,000 Includes purchase of additional minute, resolution, ordinance books and paper Small Tools & Equipment (41300) Amount Budgeted: 1,000 Misc Small Tools 1,000 OPERATING EXPENDITURES Advertising (42115) Amount Budgeted: 5,000 Public hearing notices, LLAD Election 5,000 Telephone (42125) Amount Budgeted: 2,000 Cell phones - CM, ACM 2,000 Equipment Maintenance (42200) Amount Budgeted: 500 Misc 500 Membership & Dues (42315) Amount Budgeted: 5,500 ICMA (3) CM/ACM/ATOM 5,500 SCAN NATOA (2) ACM/CM MMASC (4) ACM/ATCM/MA (2) SGVCMA ICSC (1) CM SGVACM CCAC, IIMC, Natl Notary Assn, Natl Parliamentarians 06/02/09 21 CITY OF DIAMOND BAR CITY MANAGER / CLERK (001-4030) BUDGET DISCUSSION FY09-10 Page 2 Publications (42320) Amount Budgeted: 3,000 CA Public Sector Directory, Various 500 City Attorney's Handbook from LOCC 2,500 West Code Updates Meetings (42325) Amount Budgeted: 2,500 Various 2,500 Travel -Conferences (42330) Amount Budgeted: 15,000 Includes travel for City Mgr, ACM, MA 15,000 League, MMASC, CCCA, ICMA, ICSC, etc League Election Conf., CCAC Ann[ Conf., City Clerk's Annl Conf Travel -Mileage & Auto Allow (42335) Amount Budgeted: 10,940 Misc Mileage Reimbursements 500 CM Auto Allowance ($500/mo) 6,000 ACM Auto Allowance ($250/mo) 3,000 City Clerk Auto Allow ($120/mo) 1,440 Education & Training (42340) Amount Budgeted: 3,000 Westbrook Training - Clerk 2,500 Misc Training 500 Elections (42390) Amount Budgeted: 75,000 Election Svcs 75,000 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 76,000 Minute Secretary - City Council Minutes 15,000 Lobbying Svcs - Gonsalves $3,000/mo 36,000 Municode Supplement 15,000 Miscellaneous 10,000 CAPITAL OUTLAY Furniture (46220) 500 Misc Furniture 500 06/02/09 23 CITY OF DIAMOND BAR Department - Admin. & Support • Finance • Human Resources • Information Systems • General Government • Public Information • Economic Development 24 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY Administration and Support FY 2009-2010 Organization #: 0014050 through 0014096 DEPARTMENT INCLUDES: Finance FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 751,000 Actual Adjusted Projected Requested Economic Development 389,000 PERSONNEL SERVICES $1,202,602 1,311,280 $1,234,485 $1,360,700 SUPPLIES 77,206 58,100 51,600 55,150 OPERATING EXPENDITURES 1,434,337 1,575,430 1,466,703 1,621,240 PROFESSIONAL SERVICES 974,693 859,726 757,555 791,150 CONTRACT SERVICES 35,382 49,000 49,000 49,450 CAPITAL OUTLAY 118,049 421,800 419,423 9,500 DEPARTMENT TOTAL $3,842,269 4,275,336 $3,978,766 $3,887,190 DEPARTMENT INCLUDES: Finance $454,900 Human Resources 226,130 Information Systems 751,000 General Government 1,546,540 Public Information 519,620 Economic Development 389,000 ADMINISTRATION AND SUPPORT Info Systems Human Resources 19.3% 5.8% Finance 11.7% i''tS'E`•�yi�' a'x'°^'d'�a, rw Economic Development General Govt 10.0% 39.8% Public Information 13.4% Total Department Expenditures - $3,887,190 06/02/09 25 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Admin & Support DIVISION: Finance ORGANIZATION #: 001-4050 OPERATING EXPENDITURES 42110 Printing FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 42125 Telephone Actual Adjusted Projected Requested PERSONNEL SERVICES 695 950 850 850 40010 Salaries 257,913 266,700 248,200 276,900 40020 Over -Time Wages 1,573 2,000 1,800 2,000 40030 Part Time Wages 3,638 7,000 3,000 22,250 40070 City Paid Benefits 2,644 3,550 3,150 4,600 40080 Retirement 46,897 47,290 43,550 52,350 40083 Worker's Comp. Exp. 2,072 2,150 1,950 2,400 40084 Short/Long Term Disability 1,595 1,650 1,525 1,850 40085 Medicare 3,786 3,950 3,625 4,350 40090 Benefit Allotment 35,022 34,320 34,350 41,500 TOTAL PROF SVCS TOTAL PERSONNEL 351,502 361,610 338,150 408,200 SUPPLIES 46220 41200 Operating Supplies 907 1,500 1,300 1,500 41300 Small Tools & Equipment 301 200 0 200 DIVISION TOTAL TOTAL SUPPLIES 1,208 1,700 1,300 1,700 OPERATING EXPENDITURES 42110 Printing 464 2,000 1,500 2,000 42125 Telephone 522 550 42315 Membership & Dues 695 950 850 850 42320 Publications 200 100 200 42325 Meetings 15 200 50 200 42330 Travel -Conferences 3,638 7,000 3,000 7,000 42335 Travel -Mileage & Auto Allow 3,224 3,300 3,300 3,200 42340 Education & Training 40 2,000 1,500 2,000 TOTAL OPERATING EXP. 8,076 15,650 10,B22 16,000 PROFESSIONAL SERVICES 44000 Professional Services 46,023 6,500 6,000 1,000 44010 Prof Svcs-Acctg & Auditing 19,060 26,500 26,465 28,000 TOTAL PROF SVCS 65,083 33,000 32,465 29,000 CAPITAL OUTLAY 46220 Office Equip - Furniture 1,485 1,485 0 0 0 DIVISION TOTAL 427,354 411,960 382,737 454,900 06/02/09 26 CITY OF DIAMOND BAR FINANCE DIVISION (001-4050) BUDGET DISCUSSION FY 09-10 TOTAL BUDGET $454,900 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 408,200 Full Time Finance Director 0.90 FT Senior Accountant 0.90 FT Accounting Technician 1.25 FT 3.05 FT Part Time - Benefitted Senior Office Specialist - 20 hrtwk 1.00 BPT 1.00 BPT SUPPLIES Operating Supplies (41200) Amount Budgeted: 1,500 Miscellaneous office supplies 1,500 Small Tools and Equipment (41300) Amount Budgeted: 200 Miscellaneous 200 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 2,000 Printing of Forms & CAFR 500 Printing of Budget 900 Printing of Checks & Forms 600 Telephone (42125) Amount Budgeted: 550 Cell Phone Allow - Fin Director 550 Membership & Dues (42315) Amount Budgeted: 850 GFOA 650 CSMFO 200 Publications (42320) Amount Budgeted: 200 FLSA Publications, GFOA Publications, 100 GASB Info 100 Meetings (42325) Amount Budgeted: Misc - CSMFO, etc. 200 Travel -Conferences (42330) Amount Budgeted: 7,000 GFOA - Atlanta 3,500 CSMFO 1,500 Pentamation 2,000 Travel -Mileage & Auto Allow (42335) Amount Budgeted: 3,200 M isc 200 Auto Allowance - Finance Director 3,000 Education & Training (42340) Amount Budgeted: 2,000 PERS Update, FLSA Updates, GASB Trng 2,000 06/02/09 27 CITY OF DIAMOND BAR FINANCE DIVISION (001-4050) BUDGET DISCUSSION FY 09-10 Page 2 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 1,000 CAFR Info 1,000 Prof Svcs-Acctg & Auditing (44010) Amount Budgeted: 28,000 Audit Contract (RFP for FY09-10) 28,000 06/02/09 28 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Admin & Support DIVISION: Human Resources ORGANIZATION #: 001-4060 DIVISION TOTAL 183,622 196,480 181,983 226,130 06/02/09 29 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Projected Requested PERSONNEL SERVICES 40010 Salaries 94,443 91,400 91,400 89,950 40020 Over Time Wages 404 40030 Part -Time Wages 2,700 2,500 40070 City Paid Benefits 1,637 2,600 2,050 1,400 40080 Retirement 16,742 16,200 16,200 15,750 40083 Worker's Comp. Exp. 845 910 910 750 40084 Short/Long Term Disability 569 600 600 550 40085 Medicare 1,372 1,560 1,560 1,350 40090 Benefit Allotment 11,103 11,800 11,800 12,150 40093 Benefits Administration 904 1,200 1,100 1,500 40095 Employee Severance 25,000 27,232 25,000 TOTAL PERSONNEL 128,019 153,970 155,352 148,400 SUPPLIES 41200 Operating Supplies 1,002 1,000 500 1,000 41400 Promotional Supplies 1,500 TOTAL SUPPLIES 1,002 1,000 500 2,500 OPERATING EXPENDITURES 42110 Printing 451 451 400 42115 Advertising 2,293 1,700 1,700 2,500 42125 Telephone 360 42315 Membership & Dues 3,965 4,000 3,644 4,150 42320 Publications 400 100 500 42325 Meetings 970 1,000 500 1,700 42330 Travel -Conferences 1,343 3,500 3,426 3,500 42335 Travel-Mileage/Auto Allow 726 720 720 720 42340 Education & Training 453 4,030 1,000 7,000 42341 Employee Tuition Reimb 3,986 3,000 1,500 6,000 42345 Pre -Employment Screening 6,669 11,060 10,000 9,200 42346 Misc Employee Benefits 1,136 1,475 1,800 1,200 42347 Employee Recognition Prgm. 2,470 2,674 1,200 5,000 TOTAL OPERATING EXP. 24,011 34,010 26,041 42,230 PROFESSIONAL SERVICES 44000 Professional Services 30,590 7,500 90 33,000 TOTAL PROF SVCS 30,590 7,500 90 33,000 DIVISION TOTAL 183,622 196,480 181,983 226,130 06/02/09 29 TOTAL BUDGET PERSONNEL SERVICES CITY OF DIAMOND BAR HUMAN RESOURCES DIVISION (001-4060) BUDGET DISCUSSION FY09-10 $226,130 Personnel (40010-40095) Amount Budgeted: 121,900 Full Time Asst. City Manager 0.05 FT Human Resources Manager - 1/2 Time 0.50 FT Admin Records Coordinator 0.50 FT 1.05 FT Misc Admin Charges related to benefits not allocated to departments (Health Ins) Employee Severance Agreements SUPPLIES 1,500 25,000 Operating Supplies (41200) Amount Budgeted: 1,000 Miscellaneous office supplies 1,000 Promotional Items (41400) Amount Budgeted: 1,500 Employee Recognition Program - certificates, plaques, watches, service pins, pen sets, etc 1,500 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 400 Personnel Rules & Regulations 400 Labor Law Posters Advertising (42115) Employment Ads Amount Budgeted: 2,500 Telephone (42125) Amount Budgeted: 360 Cell Phone - HR Mgr ($30/mo) 360 Membership & Dues (42315) Amount Budgeted: 4,150 LCW - ERC (City Membership) 3,250 SCPMA 150 CALPELRA 300 N PELRA 300 SCPLRC 150 Publications (42320) Amount Budgeted: 500 FLSA Publications 500 Meetings (42325) Amount Budgeted: 1,700 Quarterly Employee Training Meetings 1,200 Interview Panels 500 06/02/09 30 CITY OF DIAMOND BAR HUMAN RESOURCES DIVISION (0014060) BUDGET DISCUSSION FY09-10 Page 2 Travel -Conferences (42330) Amount Budgeted: 3,500 CALPELRA Annual Conference 1,500 LCW Annual Conference 1,000 CalPERS Annual Conference 1,000 Travel-Mileage/Auto Allowance (42335) Amount Budgeted: 720 Auto Allowance - HR Manager ($60/mo) 720 Education & Training (42340) Amount Budgeted: 7,000 Mandatory Harassment Training, General Training, Customer Service/Front Counter Training, FLSA Training 7,000 Employee Tuition Reimbursement (42341) Citywide Account ($1,500/Employee) Estimated Participation: 4 Employees Pre-employment Screening (42345) Live Scan (Fingerprinting) Pre -Employment Physicals Regular Staff Recreation Part Time Staff Park Maint Part Time Staff Amount Budgeted: 6,000 6,000 Amount Budgeted: 9,200 3,000 6,200 3,800 1,200 1,200 Misc Employee Benefits (42346) 1,200 Section 125 Benefits - Admin Charges 1,200 Employee Recognition Program (42347) Amount Budgeted: 5,000 Employee Appreciation Event/Recognition Program 5,000 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 33,000 Bilingual Pay Testing Svcs 1,000 As Needed Human Resources Svcs 15,000 Background Investigations 2,000 Temp Clerical Svcs - various departments 15,000 06(02/09 31 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Admin & Support DIVISION: Info Systems ORGANIZATION #: 001-4070 06/02/09 32 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Projected Requested PERSONNEL SERVICES 40010 Salaries 251,193 285,800 271,800 297,200 40020 Over -Time Wages 3,734 3,000 3,000 3,000 40070 City Paid Benefits 2,336 3,300 3,100 3,750 40080 Retirement 44,623 50,700 47,500 52,050 40083 Worker's Comp. Exp. 3,722 4,150 4,000 2,750 40084 Short/Long Term Disability 1,517 1,750 1,650 1,850 40085 Medicare 3,707 4,150 4,050 4,350 40090 Benefit Allotment 28,515 31,650 31,650 33,000 TOTAL PERSONNEL 339,347 384,500 366,750 397,950 SUPPLIES 41200 Operating Supplies 9,854 4,900 4,800 4,250 41300 Small Tools & Equipment 7,008 2,500 2,500 2,500 TOTAL SUPPLIES 16,862 7,400 7,300 6,750 OPERATING EXPENDITURES 42125 Telephone 5,631 9,580 11,000 7,750 42205 Computer Maintenance 145,164 191,440 191,000 183,055 42210 Maint of Grounds/Bldgs 5,500 5,720 5,300 42315 Membership & Dues 1,292 1,680 1,680 1,595 42320 Publications 345 440 400 370 42325 Meetings 669 1,480 1,480 1,380 42330 Travel -Conferences 11,807 4,900 4,900 4,200 42335 Travel -Mileage & Auto Allow 3,584 3,200 3,200 3,200 42340 Education & Training 10,274 8,750 8,750 4,950 TOTAL OPERATING EXP. 178,766 226,970 228,130 211,800 PROFESSIONAL SERVICES 44000 Professional Services 243,498 64,000 59,000 47,650 44030 Prof Svcs -Data Processing 28,212 42,400 42,000 41,400 TOTAL PROF SVCS 271,710 106,400 101,000 89,050 CONTRACT SERVICES 45000 Contract Services 23,382 37,000 37,000 36,450 TOTAL CONTRACT SVCS. 23,382 37,000 37,000 36,450 CAPITAL OUTLAY 46220 Office Equipment-Fumiture 1,664 500 46230 Computer Equip -Hardware 45,929 16,000 16,000 3,000 46235 Computer Equip -Software 59,831 19,000 19,000 5,000 46250 Misc Equipment 5,128 2,500 2,500 500 112,552 37,500 37,500 9,000 DIVISION TOTAL 942,619 799,770 777,680 751,000 06/02/09 32 CITY OF DIAMOND BAR Information Systems (4070) BUDGET DISCUSSION FY 09-10 TOTAL BUDGET 751,000 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 397,950 Full Time: Info Systems Director 0.90 FT Network/Systems Administrator 1.00 FT IS Support Technician 0.95 FT 2.85 FT SUPPLIES Supplies (41200) Amount Budgeted: 4,250 Office Supplies 1,500 Spare Keyboards, Mice & Cables, etc. 1,250 SDLT Tapes & Cleaning Tapes 1,000 Mixed Transfer Media 500 Small Tools & Equipment (41300) Amount Budgeted: 2,500 Departmental Cable/Network Tools 750 Water Monitoring for around AC units & Fire Suppression 750 Spare Computer Parts 1,000 OPERATING EXPENDITURES Telephone (42125) Amount Budgeted: 7,750 Wireless cards (Remote Access & Support) (2) 1,700 Telephone System Support (Programming) 2,250 Cell Telephone reimbursement (2) 1,050 Line Adds/Moves/Changes (Physical changes) 2,750 Computer Maintenance (42205) Amount Budgeted: 183,055 Software Maintenance: Departmental Applications Municipal Software (CityView-Dev. Svcs) 21,000 Finance - Pentamation - PLUS and GRS 28,500 Transcore (Traffic Signal Software - PW - in 112 Budget) 0 Document Imaging - Fortis (CM) 8,000 Recreation -Vermont Systems RecTrac 5,000 Scala (DBTV3, Kiosk) 3,500 Pagemaker, Illustrator, Photoshop, etc. 1,500 Micro -paver, Mr. Sid, Time Tracker 580 City Clerk- FastTrack (ggone software) 425 CM/HR - Keystone Learning Systems (40% Discount) 2,995 E -Government Verisign SSL certs (renewal 3 sites) 3,000 eEye (Secure IIS) (3 Sites) 960 Domain Name Registration (WWW domains - 4) 200 Domain Name Registration (.Gov Domain) 125 Domain Names (DBC - New) 200 Fares (Property Data) 3,250 WebTrends 700 06/02/09 33 CITY OF DIAMOND BAR Information Systems (4070) 17,000 BUDGET DISCUSSION 4,000 FY 09-10 4,000 Page 2 2,500 GIS Maintenance (GeoPrise) 3,000 GIS Maintenance (ESRI - 40% in Fund 113) 6,600 Telephone 1,695 MicroTel Software 750 MicroCall Software 650 Message on Hold Recordings 850 Network/UtiIities Microsoft Annual Enterprise Software Agreement 11,000 TracklT (Knowledge Base & Maint) 3,000 TracklT (Deploy) 700 eEye (IRIS) 320 Anixis (UAF) 200 GFI Languard 450 Disk Defragmentation (Workstations) 1,000 Server and Desktop Imaging software 1,350 Symantec BackupExec 4,000 Diskeeper Maintenance (Servers) 1,900 Orion Solanvinds Engineer (1 yr Maint.) 1,300 Altima (NetZoom) 400 Trendmicro Anti -Virus (Neatsuite) 2,500 Barracuda - Annual Software Maint 2,200 Symantec Recovery Server (25 Servers) 4,250 GovIS (Contract Mgmt Software) 3,000 Retina - Annual Maint. 2,280 Quest - Spotlight on Exchange 375 8e6 - Web Management & Reporting (SW) 2,800 Automate - Annual Maint 1,200 Hardware Maintenance: Cisco Network Equipment 17,000 F5 - VPN 4,000 F5 - Load Balancers 4,000 Barracuda (HW Maint.) 2,500 Hewlett Packard Tape Libraries (Qty. 2) 7,500 Fluke Annual Maint 850 Castelle (Fax Server) 1,695 8e6 - HW (2) 900 HP Server Extended Support (Servers) 5,200 Hewlett Packard IP Console (2) 900 Disaster Recovery / Data -Disk Recovery: Contingency funds for Data/Disk Recovery 2,500 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 5,300 Server Room Sprinkler/GAS annual maint. 1,500 Server Room A/C Preventive Maintenance (2 units) 3,800 Membership and Dues (42315) Amount Budgeted: 1,595 MISAC (ACM, Dir, Network Engr.) 740 MISAC (Best Practices Department Review) 150 ISC2 & Information Systems Security Assoc (ISSA) 200 Computer Security Institute 225 ASIS (Information Security) 170 PMI (Management) 110 06/02/09 34 CITY OF DIAMOND BAR Information Systems (4070) BUDGET DISCUSSION FY 09-10 Page 3 Publications (42320) Amount Budgeted: 4,950 370 Bits & Pieces on Leadership 50 Windows IT Pro/Outlock/Exchange PROFESSIONAL SERVICES 195 Windows IT Security Newsletter 125 Microsoft Support 9,500 GIS Consulting (Comdyn) 30,000 Meetings (42325) Amount Budgeted: 8,150 1,380 City Staff Training (8 Events Per Year) 880 Prof Svcs - Data Processing (44030) Amount Budgeted: GIS - Monthly Meetings 41,400 250 500 MISAC - Monthly Meeting T-1 Lines(@ $925/mo) 250 Redundant Data Line through Time Warner 4,500 Gov Partners Hosting Travel -Conferences (42330) Amount Budgeted: Web Off -Site Hosting 4,200 MISAC Annual Conference (1) Internet Streaming Svcs (Granicus) 1,350 RSA Security Conference (1) 1,250 Contract Services (45000) Amount Budgeted: GTC West (1) 36,450 600 16,500 ESRI - Users conference (1) 123Stat (Webtrac monitoring) 1,000 McAfee Hacker Safe Security testing 2,000 Off -Site Storage of Backup Tapes Travel - Mileage & Auto Allowance (42335) Amount Budgeted: ESRI - Online GIS Data Services 3,200 Auto Allowance - IS Director Phone System HW Support & Maint 3,000 Misc Mileage costs for IS Tech's 200 Office Furniture (46220) Amount Budgeted: Education and Training (42340) Amount Budgeted: 4,950 GIS - Training ( 5day classes at ESRI Redlands) 4,950 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 47,650 Microsoft Support 9,500 GIS Consulting (Comdyn) 30,000 Network Engineering & Security Consulting (ComDyn) 8,150 Prof Svcs - Data Processing (44030) Amount Budgeted: 41,400 Data Line Services (DID) 500 T-1 Lines(@ $925/mo) 11,100 Redundant Data Line through Time Warner 4,500 Gov Partners Hosting 11,500 Web Off -Site Hosting 1,800 Internet Streaming Svcs (Granicus) 12,000 CONTRACT SERVICES Contract Services (45000) Amount Budgeted: 36,450 Service Contract - Printers & Toners (City Wide) 16,500 123Stat (Webtrac monitoring) 150 McAfee Hacker Safe Security testing 2,000 Off -Site Storage of Backup Tapes 9,000 ESRI - Online GIS Data Services 600 Phone System HW Support & Maint 8,200 CAPITAL OUTLAY Office Furniture (46220) Amount Budgeted: 500 Misc Furniture (Cabinets, shelves, etc.) 500 Computer Equipment -Hardware (46230) Amount Budgeted: 3,000 Health or Safety Ergonomic Devices 1,000 HW Contingency (Emergency, etc) 2,000 06/02/09 35 CITY OF DIAMOND BAR Information Systems (4070) BUDGET DISCUSSION FY 09-10 Page 4 Computer Equipment -Software (46235) Amount Budgeted: 5,000 SW/GIS Contingency (Software/Data Acquisition/Customization) 5,000 Miscellaneous Equipment (46250) Amount Budgeted: 500 Misc Equipment 06/02/09 36 500 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Admin & Support DIVISION: General Govt ORGANIZATION #: 001-4090 OPERATING EXPENDITURES 42100 Photocopying FY 2007-08 FY 2008-09 FY08-09 FY 2009-10 42110 Printing Actual Adjusted Projected Requested PERSONNEL SERVICES 1,492 2,500 1,500 2,500 40086 Post Retirement Benefits 3,183 8,400 5,669 8,850 40093 Benefits Adm/Unemploymt 263 10,000 12,000 20,000 42125 TOTAL PERSONNEL 3,446 18,400 17,669 28,850 SUPPLIES Banking Charges 42,820 10,000 10,000 10,000 41200 Operating Supplies 18,007 23,000 20,000 23,000 41300 Small Tools & Equipment 842 1,000 500 500 41400 Promotional Supplies 3,248 6,000 5,000 6,000 42200 TOTAL SUPPLIES 22,097 30,000 25,500 29,500 OPERATING EXPENDITURES 42100 Photocopying 11,408 15,000 12,000 15,000 42110 Printing 6,820 8,000 5,000 7,500 42113 Engraving Svcs 1,492 2,500 1,500 2,500 42120 Postage 24,768 25,000 27,000 28,000 42121 Mailing Services 500 150 500 42125 Telephone 25,798 25,000 25,000 25,000 42128 Banking Charges 42,820 10,000 10,000 10,000 42129 Banking Chgs-Bond Fees (3,798) 121,000 123,500 136,000 42130 Rental/Lease of Equipment 3,083 2,800 2,800 4,500 42140 Rental/Lease of Real Prop 928,128 895,510 825,000 934,600 42200 Equipment Maintenance 6,577 10,000 6,000 7,000 42210 Maint. of Grounds/Bldgs 15,059 7,500 7,500 7,200 42310 Fuel 1,914 8,000 3,000 4,000 42315 Membership & Dues 43,795 45,890 45,000 46,440 42320 Publications 1,083 1,650 1,650 1,350 42325 Meetings 18,329 25,000 20,000 13,000 42330 Travel -Conferences 1,677 0 0 0 42395 Misc Expenditures (101) 500 500 TOTAL OPERATING EXP. 1,128,852 1,203,850 1,115,100 1,243,090 PROFESSIONAL SERVICES 44000 Professional Services 159,443 449,000 425,000 219,600 44010 Prof Svcs-Acctg & Auditing 54,748 30,000 22,000 25,000 TOTAL PROF SVCS 214,191 479,000 447,000 244,600 CAPITAL OUTLAY 46220 Office Equip -Furniture 914 46240 Communications Equip 2,500 100 46250 Misc Equipment 1,000 500 46305 Real Estate Acquistion 380,000 381,160 914 383,500 381,260 500 DIVISION TOTAL 1,369,500 2,114,750 1,986,529 1,546,540 06/02/09 37 CITY OF DIAMOND BAR GENERAL GOVERNMENT (001-4090) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $1,546,540 28,000 PERSONNEL SERVICES 28,000 Personnel (40010-40093) Amount Budgeted: 28,850 Health Benefit - Retiree Medical ($105/Mo-7 Retirees) 8,850 Unemployment Charges Special City wide mailings 20,000 500 SUPPLIES Operating Supplies (41200) Amount Budgeted: Amount Budgeted: 23,000 General Supply Room Supplies City Hall Phones 15,000 25,000 Copy Paper Nextel Charges 6,000 Kitchen 2,000 Small Tools & Equipment (41300) Amount Budgeted: Amount Budgeted: 500 Misc Banking Fees 500 10,000 Promotional Supplies (41400) Amount Budgeted: 6,000 City Pins Banking Charges - LOC Fees (42129) 2,000 International Promotional Items $250 per Transaction - 2/mo 1,000 6,000 City Tiles Trustee Fees 2,000 5,000 Misc Items Remarketing Fees 1,000 15,000 OPERATING EXPENDITURES Letter of Credit Fees 110,000 Photocopying (42100) Amount Budgeted: 15,000 Xerox copy charges Rental/Lease of Equipment (42130) 15,000 Printing (42110) Amount Budgeted: 7,500 Printing of stationery, envelopes, Misc 7,500 3,500 Blueprint Reproduction Engraving Svcs (42113) Amount Budgeted: 2,500 Engraving of tiles, placques etc 2,500 Postage (42120) Amount Budgeted: 28,000 City-wide postage charges including Fed -Ex 28,000 Mailing Services (42121) Amount Budgeted: 500 Special City wide mailings 500 Telephone (42125) Amount Budgeted: 25,000 City Hall Phones 25,000 Nextel Charges Banking Charges (42128) Amount Budgeted: 10,000 Banking Fees 10,000 Banking Charges - LOC Fees (42129) Amount Budgeted: 136,000 $250 per Transaction - 2/mo 6,000 Trustee Fees 5,000 Remarketing Fees 15,000 Letter of Credit Fees 110,000 Rental/Lease of Equipment (42130) Amount Budgeted: 4,500 Water/Coffee Equipment 1,000 Misc 3,500 06/02/09 38 CITY OF DIAMOND BAR GENERAL GOVERNMENT (001-4090) BUDGET DISCUSSION FY09-10 Page 2 Rental/Lease of Real Prop (42140) Amount Budgeted: 934,600 Storage Unit Rents 16,000 City Hall (22,416.45/mo) 269,000 DB Center Lease (Principal) Payments 280,000 DB Center Lease (Interest) Payments 369,600 Equipment Maintenance (42200) Amount Budgeted: 7,000 Pool Cars 2,000 Blueprint Machine Maintenance 2,000 Office Equipment Maintenance 3,000 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 7,200 Misc City Hall Maintenance 3,000 Live Plants (Annual Cost) 3,000 Library Outdoor Planters - ($1001mo) 1,200 Fuel (42310) Amount Budgeted: 4,000 Pool Vehicles 4,000 Membership & Dues (42315) Amount Budgeted: 46,440 League of California Cities 15,500 CCCA 3,640 SGV COG* 4,900 SCAG 4,900 National League of Cities 4,000 Four Corners Trans Coalition 10,000 WCCA 2,000 Misc 1,500 * Total cost of SGVCOG is $24,500(GF - $4,900; Prp A - $9,800; AQMD - $9,800) Publications (42320) Amount Budgeted: 1,350 Misc 1,000 Newspapers 350 Meetings (42325) Amount Budgeted: 13,000 Supplies for City council meetings, task force mtgs 6,000 Coffee Supplies 500 Delegations 1,500 Legislative Dinners 2,500 Misc Meetings 2,500 Misc Expenditures (42395) Amount Budgeted: 500 Misc 500 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 219,600 Property Tax Admin - LA County 130,000 AV Svcs - City Council Meetings 5,000 Bank Courier Services 4,600 City Hall Expansion Services 50,000 Misc 30,000 Prof Svcs-Acctg & Auditing (44010) Amount Budgeted: 25,000 Sales Tax & Transfer Tax auditing svcs 25,000 06/02/09 39 CITY OF DIAMOND BAR GENERAL GOVERNMENT (001-4090) BUDGET DISCUSSION FY09-10 Page 3 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 500 M isc 500 06/02/09 40 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-10 DEPARTMENT: Admin & Support DIVISION: Public Information ORGANIZATION #: 001-4095 06/02/09 41 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES 40010 Salaries 141,335 207,850 191,200 209,050 40020 Overtime Wages 5,487 6,000 6,300 6,000 40030 Part Time - Wages 31,015 40070 City Paid Benefits 2,950 3,20D 3,482 3,800 40080 Retirement 30,793 36,850 33,500 36,600 40083 Worker's Comp. Exp. 3,115 4,200 3,950 2,100 40084 Short/Long Term Disability 1,041 1,300 1,150 1,300 40085 Medicare 2,602 3,050 2,900 3,050 40090 Benefit Allotment 26,959 33,500 33,500 34,400 TOTAL PERSONNEL 245,297 295,950 275,982 296,300 SUPPLIES 41200 Operating Supplies 4,468 3,500 3,500 3,500 41400 Promotional Supplies 31,175 13,500 13,500 11,200 TOTAL SUPPLIES 35,643 17,000 17,000 14,700 OPERATING EXPENDITURES 42110 Printing 7,922 14,500 14,500 15,500 42112 Photography 2,507 3,000 3,000 1,100 42115 Advertising 27,751 30,000 30,000 39,500 42120 Postage 43,705 18,360 18,350 43,100 42315 Membership & Dues 1,400 2,350 2,350 1,330 42320 Publications 500 250 0 42325 Meetings 150 150 0 0 42330 Travel -Conferences 649 7,900 7,500 2,500 42335 Travel -Mileage & Auto Allow 1,491 1,590 1,590 1,590 42340 Education & Training 1,489 3,500 3,500 2,500 TOTAL OPERATING EXP. 87,064 81,850 81,040 107,120 PROFESSIONAL SERVICES 44000 Professional Services 111,553 110,000 110,000 100,500 TOTAL PROF SVCS 111,553 110,000 110,000 100,500 13,800 CONTRACT SERVICES 45000 Contract Services 0 0 0 1,000 TOTAL CONTRACT SVCS. 0 0 0 1,000 CAPITAL OUTLAY 46220 Office Equipment -Furniture 500 394 46230 Computer Eq - Hardware 46235 Computer Eq - Software 4,616 46250 Misc Equipment 3,098 300 269 7,714 800 663 0 DIVISION TOTAL 487,271 505,600 484,685 519,620 06/02/09 41 CITY OF DIAMOND BAR PUBLIC INFORMATION DIVISION (001-4095) BUDGET DISCUSSION FY 09-10 TOTAL BUDGET $519,620 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 296,300 Public Information Manager 1.00 FT Public Information Coordinator 1.00 FT Pub Information Specialist 1.00 FT Total 3.00 FT SUPPLIES Supplies (41200) Amount Budgeted: 3,500 Misc Div Supplies 3,500 Promotional Supplies (41400) Amount Budgeted: 11,200 Promotional items - City & community events 9,000 Employee shirts 2,200 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 15,500 General Printing 7,500 Special projects (photo contest, calendar, CAFR & SOTC) 8,000 Photography Services (42112) Amount Budgeted: 1,100 Special Events & City scape 500 Stock Photography (rec guide, misc. projects) 250 Prints & enlargements for display boards 350 Advertising (42115) Amount Budgeted: 39,500 Local Publications (Wkly, Trib, Highlander, HS papers) 1,600 Local Monthly Publications (Windmill, WC) 7,500 Electronic Message Board at bowling alley 600 Regional publications for DBC (print & online) 16,000 TW cable commercials for DBC 13,800 Postage (42120) Amount Budgeted: 43,100 City News & Recreation Guide (12) 38,000 Business Reply Mail Account Balance 1,500 Annual Permit Fees (BRM, Bulk Mail, etc) 500 Miscellaneous Mailing 3,100 Membership and Dues (42315) Amount Budgeted: 1,330 CAPIO Membership (3) 530 3CMA Membership (3) 800 Publications (42320) Amount Budgeted: 0 Reference materials 0 Meetings (42325) Amount Budgeted: 0 Misc. meeting attendance 0 Travel -Conferences (42330) Amount Budgeted: 2,500 3CMA & CAPIO Conferences 2,500 06/02/09 42 CITY OF DIAMOND BAR PUBLIC INFORMATION DIVISION (001-4095) BUDGET DISCUSSION FY 09-10 Page 2 Travel - Mileage & Auto Allowance (42335) Amount Budgeted: 1,590 Auto Allow- Pub Info Mgr ($120/mo) 1,440 Meeting & training attendance 150 Education and Training (42340) Amount Budgeted: 2,500 Macintosh, Adobe CS3, & photography classes 2,500 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 100,500 City News Production (monthly) 36,000 Community Recreation Guide 42,000 Graphic Design Services 7,500 Video Production Svc (ie: concerts, crt commercials, sotc & psa) 6,000 Translation Services for alternative language newspapers 500 State of the City event 8,500 CONTRACT SERVICES Contract Services (45000) Amount Budgeted: 1,000 A/V support, repair & replacement for DBTV 1,000 06/02/09 43 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 394 1,000 DEPARTMENT: DIVISION: ORGANIZATION #: Admin & Support Econ Development 001-40966 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 0 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES 42110 Printing 338 1,000 40010 Salaries 102,053 74,400 64,000 61,450 40020 Over Time Wages 135 200 100 200 40070 City Paid Benefits 1,137 1,900 650 750 40080 Retirement 18,282 13,200 10,050 10,800 40083 Worker's Comp. Exp. 1,975 1,450 1,210 650 40084 Short/Long Term Disability 622 450 347 400 40085 Medicare 1,454 1,100 925 900 40090 Benefit Allotment 9,332 6,850 5,800 5,850 TOTAL PERSONNEL 134,991 99,550 83,082 81,000 SUPPLIES 41200 Operating Supplies 394 1,000 0 394 1,000 0 0 OPERATING EXPENDITURES 42110 Printing 338 1,000 42315 Membership & Dues 5,670 7,000 5,570 500 42320 Publications 887 1,000 42330 Travel-Conferences/Research 561 2,500 42335 Travel -Mileage & Auto Allow 6 42340 Education & Training 106 1,600 500 TOTAL OPERATING EXP. 7,568 13,100 5,570 1,000 PROFESSIONAL SERVICES 44000 Professional Services 281,566 123,826 67,000 295,000 TOTAL PROF SVCS 281,566 123,826 67,000 295,000 CONTRACT SERVICES 45000 Contract Services 12,000 12,000 12,000 12,000 12,000 12,000 12,000 12,000 DIVISION TOTAL 436,519 249,476 167,652 389,000 06/02/09 44 CITY OF DIAMOND BAR ECONOMIC DEVELOPMENT (001-4096) BUDGET DISCUSSION FY09.10 TOTAL BUDGET $389,000 PERSONNEL SERVICES Personnel (40010-40093) Full Time Asst City Mgr Com Dev Director Sr. Admin Assistant Amount Budgeted: 0.20 FT 0.20 FT 0.10 FT 0.50 FT 81,000 OPERATING EXPENDITURES Membership & Dues (42315) Amount Budgeted: 500 ICSC 500 Education and Training (42340) Amount Budgeted: 500 ICSC 500 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 295,000 Property Appraisals - 15,000 Economic Development Consultants 75,000 (Real Estate Advisors, Financial) Economic Development - Specific Plans for 200,000 K -mart area, Market World area, Former Honda Site Marketing material 6,000 CONTRACT SERVICES Contract Services (45000) Amount Budgeted: 12,000 Chamber of Commerce Contract 12,000 06/02/09 45 CITY OF DIAMOND BAR Department - Public Safety • Law Enforcement • Volunteer Patrol • Fire Protection • Animal Control • Emergency Preparedness 46 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY Public Safety FY 2009-2010 Organization #: 001-4411 through 001-4440 DEPARTMENT INCLUDES: FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 9,250 Actual Adjusted Projected Requested SUPPLIES 7,735 11,250 6,160 18,750 OPERATING EXPENDITURES 21,122 31,586 22,100 26,140 PROFESSIONAL SERVICES 0 5,000 0 0 CONTRACT SERVICES 4,900,982 5,425,310 5,355,637 5,550,612 CAPITAL OUTLAY 200 15,854 4,000 15,500 DEPARTMENTTOTAL $4,930,039 $5,489,000 $5,387,897 $5,611,002 DEPARTMENT INCLUDES: Law Enforcement $5,416,252 Volunteer Patrol 9,250 Fire Protection 11,360 Animal Control 132,000 Emergency Preparedness 42,140 06/02/09 47 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 SUPPLIES 41200 Operating Supplies 41300 Small Tools & Equipment TOTAL SUPPLIES DEPARTMENT: Public Safety DIVISION: Law Enforcement ORGANIZATION #: 001-4411 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 445 500 300 500 1,618 500 500 2,063 1,000 300 1,000 OPERATING EXPENDITURES 42110 Printing 6,116 42125 Telephone 2,000 500 500 42200 Equipment Maintenance 800 1,000 400 1,000 42325 Meetings 50 2,500 1,000 2,500 42330 Travel-Conference/Research 1,809 42361 Criminal Apprehension Awd 1,000 TOTAL OPERATING EXP. 8,775 5,500 2,900 4,000 CONTRACT SERVICES 45401 CS -Sheriff Department 4,475,877 5,033,650 4,970,000 5,095,500 45402 CS-Sheriff/Special Evts 191,990 132,000 125,000 170,752 45405 CS -Parking Citation Admin 10,967 17,000 11,000 15,000 45410 CS -Crossing Guard Svcs 113,880 110,000 120,000 130,000 TOTAL CONTRACT SVCS. 4,792,714 5,292,650 5,226,000 5,411,252 DIVISION TOTAL 4,803,552 06/02/09 48 5,299,150 5,229,200 5,416,252 CITY OF DIAMOND BAR LAW ENFORCEMENT (001-4411) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $5,416,252 SUPPLIES Contr Law Enf Units Operating Supplies (41200) Amount Budgeted: 500 Finger Printing Program Supplies 500 3,292,704 3,391,485 Small Tools & Equipment (41300) Amount Budgeted: 500 235,193 500 One -Man No Relief (Community Relations) 1 OPERATING EXPENDITURES 220,226 Telephone (42125) Amount Budgeted: 500 667,942 500 Community Service Assistant w/vehicle 1 Equipment Maintenance (42200) Amount Budgeted: 1,000 Radar Equipment, Misc 1,000 Meetings (42325) Amount Budgeted: 2,500 2,500 CONTRACT SERVICES CS - Sheriff Department (45401) Amount Budgeted: 5,095,500 SHERIFF'S CONTRACT BREAKDOWN Tvoe of Service Special Investigations As Requested Helicopter Patrol 4 hours per mo 3,798 DB Fingerprint Program 25,000 CS -Sheriff /Special Evts (45402) Contr Law Enf Units FY08-09 FY 09-10 One -Man 56 -hour 10 3,292,704 3,391,485 One -Man 40 Hour (DUI Patrol) 1 235,193 242,249 One -Man No Relief (Community Relations) 1 213,812 220,226 Motorcycle 40 -hour 3 667,942 687,980 Community Service Assistant w/vehicle 1 55,386 57,047 Community Service Assistant wo/vehicle 1 48,769 50,232 Motorcycle Supervision - Sergeant 1 203,677 209,787 Law Enforcement Technician 1 76,980 79,289 Narcotics Deputy (STAR) 1 124,667 128,407 4,919,129 5,066,702 Costs above include estimated 3% contract increase in 09-10 Special Investigations As Requested Helicopter Patrol 4 hours per mo 3,798 DB Fingerprint Program 25,000 CS -Sheriff /Special Evts (45402) Amount Budgeted: 170,752 Special Checkpoints 22,000 Special School Patrol 15,000 DUI Ck Points 15,000 Home Burglary Patrols 25,152 Calvary Chapel 93,600 CS -Parking Citation Admin (45405) Amount Budgeted: 15,000 15,000 CS -Crossing Guard Svcs (45410) Amount Budgeted: 130,000 17 crossing guard locations 130,000 06/02/09 49 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Public Safety DIVISION: Volunteer Patrol ORGANIZATION #: 001-4415 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested SUPPLIES 41200 Operating Supplies 299 2,500 1,000 2,500 41300 Small Tools & Equipment 0 250 250 TOTAL SUPPLIES 299 2,750 1,000 2,750 OPERATING EXPENDITURES 42125 Telephone 42325 Meetings 5,606 6,500 5,000 6,500 TOTAL OPERATING EXP. 5,606 6,500 5,000 6,500 DIVISION TOTAL 5,905 9,250 6,000 9,250 06/02/09 50 CITY OF DIAMOND BAR VOLUNTEER PATROL (001-4415) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $9,250 SUPPLIES Operating Supplies (41200) Amount Budgeted: 2,500 Includes uniforms 2,500 Small Tools $ Equipment (41300) Amount Budgeted: 250 250 OPERATING EXPENDITURES Meetings (42325) Amount Budgeted: 6,500 CCCA BBQ 1,000 Annual Volunteer Recognition Dinner 5,000 Neighborhood Watch Picnic 500 06/02/09 51 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 SUPPLIES 41300 Small Tools & Equipment TOTAL SUPPLIES DEPARTMENT: Public Safety DIVISION: Fire Protection ORGANIZATION #: 001-4421 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 0 0 0 0 CONTRACT SERVICES 45404 Contract Services -Fire Dept 7,359 7,360 7,360 7,360 45508 Cont Svc - Vegetation Contrl _ (4,471) 0 TOTAL CONTRACT SVCS. 2,888 7,360 7,360 7,360 CAPITAL OUTLAY 46250 Misc Equipment 4,000 4,000 0 4,000 0 4,000 DIVISION TOTAL 2,888 11,360 7,360 11,360 06/02/09 52 CITY OF DIAMOND BAR FIRE PROTECTION (001-4421) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $11,360 SUPPLIES Small Tools and Equipment (41300) Amount Budgeted: 0 0 CONTRACT SERVICES Contract Services -Fire Dept (45404) Amount Budgeted: 7,360 Wildlands Fire contract 7,360 Contract Svcs -Vegetation Control (45508) Amount Budgeted: 0 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 4,000 06/02/09 53 4,000 CITY OF DIAMOND BAR DEPARTMENT: Public Safety ESTIMATED EXPENDITURES DIVISION: Animal Control FY 2009-2010 ORGANIZATION #: 001-4431 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested CONTRACT SERVICES 45403 Contract Svcs -Animal Cntrl 95,600 117,300 117,277 124,000 45406 CS - Wild Animal Control 5,309 8,000 5,000 8,000 TOTAL CONTRACT SVCS. 100,909 125,300 122,277 132,000 DIVISION TOTAL 100,909 125,300 122,277 132,000 06/02/09 54 CITY OF DIAMOND BAR ANIMAL CONTROL (001-4431) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $132,000 CONTRACT SERVICES CS -Animal Control (45403) Amount Budgeted: 124,000 Humane Society Contract - Based on Contract + Council Approved Shelter Renovation Cost Increase 124,000 CS - Wild Animal Control (45406) Amount Budgeted 8,000 Coyote Control 8,000 06/02/09 55 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Public Safety DIVISION: Emergency Prep ORGANIZATION #: 001-4440 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested SUPPLIES 41200 Operating Supplies 5,373 5,000 4,860 5,000 41300 Small Tools & Equipment 2,500 10,000 TOTAL SUPPLIES 5,373 7,500 4,860 15,000 OPERATING EXPENDITURES 42110 Printing 42125 Telephone 42126 Utilities 42130 Rental/Lease - Equipment 42140 Rental/Lease - Real Prop 42200 Equipment Maintenance 42315 Membership & Dues 42340 Education & Training 150 TOTAL OPERATING EXP. PROFESSIONAL SERVICES 44040 Emergency Prep-Coordinatn TOTAL PROF SVCS CAPITAL OUTLAY 46230 Computer Equip -Hardware 46240 Communications Equipment 46250 Misc Equipment 46310 Bldg Improvements -Civic Ctr 5,000 5,000 1,000 600 500 0 3,941 5,190 5,000 5,190 246 5,046 5,000 4,100 1,024 1,000 709 1,500 150 150 150 150 223 500 300 500 2,966 3,100 3,041 3,200 4,000 1,000 1,000 8,550 19,586 15,200 15,640 5,000 5,000 1,000 1,000 500 500 200 5,854 4,000 5,000 4,500 5,000 200 11,854 4,000 11,500 DIVISION TOTAL 14,123 43,940 24,060 42,140 06/02/09 56 CITY OF DIAMOND BAR EMERGENCY PREPAREDNESS (001-4440) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $42,140 SUPPLIES Operating Supplies (41200) Amount Budgeted: 5,000 EOC Supplies 4,000 Sand and Bags for Fire Stations 1,000 Tools & Equipment (41300) Amount Budgeted: 10,000 Misc Equip 10,000 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 0 Telephone (42125) Amount Budgeted: 5,190 4 Emergency phones @ approx.$30/mo 1,440 5 Satellite Phones ($62.5 per month) 3,750 Utilities (42126) Amount Budgeted: 4,100 Eastgate Repeater Site Emergency Power 500 EMIS Satellite Connection @ City Hall ($300/mo.) 3,600 Rental/Lease - Equipment (42130) Amount Budgeted: 1,500 Barricades - Public Works Supply 500 Mobile Relay Repeater Monthly Charges 1,000 Rental/Lease - Real Prop (42140) Amount Budgeted: 150 WVWD Lease - Eastgate Repeater Site - $150/yr 150 Equipment Maintenance (42200) Amount Budgeted: 500 Maintenance of EOC 500 Membership & Dues (42315) Amount Budgeted: 3,200 Area D Civil Defense Annual Membership 3,100 CESA Membership 100 Education & Training (42340) Amount Budgeted: 1,000 Emergency Preparedness Staff Training 1,000 PROFESSIONAL SERVICES Emergency Prep-Coordinatn (44040) Amount Budgeted: 0 As Needed Emergency Prep. Prof. Svcs. 0 CAPITAL OUTLAY Computer Equip -Hardware (46230) Amount Budgeted: 1,000 1,000 Communications Equipment (46240) Amount Budgeted: 500 As Needed Comm. Equip. 500 Mise Equipment (46250) Amount Budgeted: 59000 Misc 5,000 Bldg Improvements -Civic Ctr (46310) Amount Budgeted: 5,000 EOC Improvements - Add'I Phone Lines 5,000 06/02/09 57 CITY OF DIAMOND BAR COMMUNITY & DEVELOPMENT SERVICES 59 CITY OF DIAMOND BAR Department —Development Services • Planning • Building and Safety • Neighborhood Improvement CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY DEVELOPMENT SERVICES FY 2009-2010 Organization #: 001-5210 through 001-5230 PERSONNEL SERVICES SUPPLIES OPERATING EXPENDITURES PROFESSIONAL SERVICES CONTRACT SERVICES CAPITAL OUTLAY DEPARTMENT TOTAL 06/02/09 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested $721,094 $686,300 $605,208 $774,100 4,920 7,500 3,750 5,750 34,002 41,090 25,550 34,520 134,690 122,540 98,300 61,200 366,424 378,550 343,400 240,180 4,785 0 800 800 $1,265,915 $1,235,980 $1,077,008 $1,116,550 DEPARTMENT INCLUDES: Planning $532,470 Building and Safety 278,480 Neighborhood Improvement 305,6D0 Neighborhood Improvement 27.3% DEVELOPMENT SERVICES Planning 47.7% Building and Safety 24.9% Total Department Expenditures - $1,116,550 61 CITY OF DIAMOND BAR DEPARTMENT: Com Development ESTIMATED EXPENDITURES DIVISION: Planning FY 2009-2010 ORGANIZATION #: 001-5210 OPERATING EXPENDITURES 42110 Printing FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 42115 Advertising Actual Adjusted Budget Projected Requested PERSONNEL SERVICES Telephone 809 1,200 625 40010 Salaries 303,982 292,850 240,000 307,300 40020 Over -Time Wages 2,253 3,000 1,500 2,000 40030 Part -Time Salaries 10,196 2,355 5,728 15,650 40070 City Paid Benefits 4,091 5,750 4,000 5,900 40080 Retirement 51,773 51,950 39,900 53,800 40083 Worker's Comp. Exp. 5,739 4,050 4,370 2,950 40084 Short/Long Term Disability 1,746 1,800 1,350 1,900 40085 Medicare 5,244 4,250 3,800 5,650 40090 Benefit Allotment 46,046 45,600 39,500 53,400 44000 TOTAL PERSONNEL 431,070 409,250 340,148 448,550 SUPPLIES Commission Compensation 6,695 8,000 8,000 41200 Operating Supplies 3,265 3,500 1,800 2,500 41300 Small Tools & Equipment Planning - General Plan 1,000 700 1,000 10,000 TOTAL SUPPLIES 3,265 4,500 2,500 3,500 OPERATING EXPENDITURES 42110 Printing 1,186 3,000 1,400 2,000 42115 Advertising 1,187 3,000 1,100 2,000 42125 Telephone 809 1,200 625 520 42200 Equipment Maintenance 0 1,850 1,200 1,200 42315 Membership & Dues 883 3,500 1,300 1,500 42320 Publications 2,355 1,500 1,200 1,500 42325 Meetings 1,083 1,000 650 1,000 42330 Travel-Conferences/Research 7,565 3,000 1,800 4,000 42335 Travel -Mileage & Auto Allow 4,573 4,640 3,300 3,200 42340 Education & Training 1,704 1,500 700 1,500 TOTAL OPERATING EXP. 21,345 24,190 13,275 18,420 PROFESSIONAL SERVICES 44000 Professional Services 31,310 7,000 5,800 2,000 44100 Commission Compensation 6,695 8,000 8,000 8,000 44210 Planning - Regional 19,440 12,540 2,000 0 44220 Planning - General Plan 72,551 10,000 2,500 10,000 44240 Prof Svcs - Environmental 5,000 0 5,000 44245 Prof Svcs - Landscape Arch 0 1,200 44250 Planning - Projects 4,694 80,000 80,000 35,000 TOTAL PROF SVCS 134,690 122,540 98,300 61,200 CAPITAL OUTLAY 46200 Office Equipment 3,053 0 0 46220 Office Equipment -Furniture 1,732 0 800 800 4,785 0 800 800 DIVISION TOTAL 595,155 560,480 455,023 532,470 06/02/09 62 TOTAL BUDGET PERSONNEL SERVICES CITY OF DIAMOND BAR PLANNING (001-5210) BUDGET DISCUSSION FY09-10 $532,470 Personnel (40010-40093) Amount Budgeted: 448,550 Full-time Assist City Manager 0.05 FT Com Dev Director 0.50 FT Sr. Planner 0.80 FT Sr. Admin Assistant 0.80 FT Management Analyst 0.50 FT Assistant Planner 1.00 FT Planning Technician 1.00 FT 4.65 FT Part -Time Administrative Intern I 1.00 PT SUPPLIES Operating Supplies (41200) Amount Budgeted: 2,500 2,500 Small Tools & Equipment Small tools & Equipment Amount Budgeted: 1,000 1,000 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 2,000 General Plan, Development Code, Maps, Public Information 2,000 Advertising (42115) Amount Budgeted: 2,000 Legal Ads - General Plan, Development Code, 2,000 Zone Change, Special Projects, Crestline Annexation Telephone (42125) Amount Budgeted: 520 CD Director - Phone 520 Equipment Maintenance (42200) Amount Budgeted: 1,200 Microfiche Machine 1,200 Membership & Dues (42315) Amount Budgeted: 1,500 APA, AEP, AICP, etc 1,500 Publications (42320) Amount Budgeted: 1,500 1,500 Meetings (42325) Amount Budgeted: 1,000 SGVCOGPD, Misc. 1,000 06/02/09 63 CITY OF DIAMOND BAR PLANNING (001-5210) BUDGET DISCUSSION FY09-10 Page 2 Travel -Conferences (42330) Amount Budgeted: 4,000 Cal. APA (Lake Tahoe --Director only) & League of CA Cities Planners Institute (Monterey --Director and Planning Commission) Travel -Mileage & Auto Allow (42335) Amount Budgeted: 3,200 Reimbursement 200 Auto Allow - Com Dev Director ( $250/mo) 3,000 Education & Training (42340) Amount Budgeted: 1,500 APA, AEP, League, UCI, UCLA 1,500 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 2,000 Recording Secretary 2,000 Commission Compensation (44100) Amount Budgeted: 8,000 Planning Commission 8,000 Planning - Regional (44210) He Planning - General Plan (44220) Amount Budgeted: 10,000 General Plan Amendment, Development Code Amendments 10,000 (Entertainment, Group homes, Housing Element implementation, code clean-up) Prof Svcs - Environmental (44240) Amount Budgeted: 5,000 On -Call Services - Environmental 5,000 Prof Svcs - Landscape Architecture (44245) Amount Budgeted: 1,200 Landscape plan checking services 1,200 (new tracts in The Country, South Pointe West) Planning - Projects (44250) Amount Budgeted: 35,000 On -Call Services 35,000 Contract Sr. Planner, Housing Element scope of work adjustment to address additional HCD requirements CAPITAL OUTLAY Office Equipment -Furniture (46220) Amount Budgeted: 800 800 06/02/09 64 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-10 DEPARTMENT: Com Development DIVISION: Building & Safety ORGANIZATION #: 001-5220 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES 40010 Salaries 49,574 66,700 65,000 67,000 40020 Over -Time Wages 500 500 200 500 40030 Part -Time Salaries 1,000 0 40070 City Paid Benefits 650 1,200 600 1,350 40080 Retirement 8,897 11,850 11,370 11,750 40083 Worker's Comp. Exp. 383 700 600 600 40084 Short/Long Term Disability 289 450 400 450 40085 Medicare 719 1,000 950 1,000 40090 Benefit Allotment 10,740 12,200 12,200 12,550 177,780 TOTAL PERSONNEL 71,252 94,600 91,320 95,200 SUPPLIES 41200 Operating Supplies 760 500 500 41300 Small Tools & Equipment 1,000 500 500 TOTAL SUPPLIES 760 1,500 500 1,000 OPERATING EXPENDITURES 42110 Printing 3,469 4,000 2,500 3,000 42315 Membership & Dues 500 500 500 42330 Travel-Conference/Research 500 0 500 42340 Education & Training 99 500 450 500 TOTAL OPERATING EXP. 3,568 5,500 3,450 4,500 CONTRACT SERVICES 45201 CS -Building & Safety 289,534 265,050 250,000 177,780 TOTAL CONTRACT SVCS. 289,534 266,050 250,000 177,780 DIVISION TOTAL 365,114 357,650 345,270 278,480 06/02/09 65 CITY OF DIAMOND BAR BUILDING AND SAFETY (001-5220) BUDGET DISCUSSION FY09-10 TOTAL BUDGET PERSONNEL SERVICES Personnel (40010-40093) Community Development Director Permit Technician $278,480 Amount Budgeted: 0.10 FT 1.00 FT 1.10 FT 95,200 SUPPLIES Operating Supplies (41200) Amount Budgeted: 500 500 Small Tools & Equipment Amount Budgeted: 500 500 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 3,000 Printing of Forms 3,000 Membership & Dues (42315) Amount Budgeted: 500 500 Travel -Conferences (42330) Amount Budgeted: 500 500 Education & Training (42340) Amount Budgeted: 500 500 CONTRACT SERVICES Contract Svcs - Building & Safety (45201) Amount Budgeted: 177,780 The Contractor receives 60%of revenue collected. Annually, contract is adjusted to pay the cost of half of a Permit Technician at $39,550 reduction Anticpated revenues from development of: - TI for Banning Wy office bldg (50,000 sq ft) - TI for Dr. Omar office bldg 25,000 sq ft - Panda shell bldg & TI 4,600 sq ft - Two story building (12,400 sq ft) in Diamond Hills Plaza - Possibly three story office building (49,100 sq ft) Diamond Hills Plaza - TI for two buildings 06/02/09 66 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009.2010 DEPARTMENT: Com Development DIVISION: Neighborhood Imp ORGANIZATION #: 001-5230 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES Printing 1,200 1,200 40010 Salaries 153,574 126,500 123,000 161,400 40020 Over -Time Wages 467 1,000 200 1,000 40070 City Paid Benefits 2,466 2,450 1,900 3,400 40080 Retirement 27,544 22,450 21,000 28,250 40083 Worker's Comp. Exp. 2,822 2,300 2,300 1,600 40084 Short/Long Term Disability 927 800 750 1,000 40085 Medicare 2,217 1,850 1,790 2,350 40090 Benefit Allotment 28,755 25,100 22,800 31,350 11,600 TOTAL PERSONNEL 218,772 182,450 173,740 230,350 SUPPLIES 41200 Operating Supplies 895 500 300 500 41300 Small Tools & Equipment 1,000 450 750 TOTAL SUPPLIES 895 1,500 750 1,250 OPERATING EXPENDITURES 42110 Printing 1,200 1,200 1,200 42200 Equipment Maintenance 2,240 3,000 2,400 3,000 42310 Fuel 5,016 4,500 3,200 3,500 42315 Membership & Dues 300 600 225 600 42325 Meetings 300 0 300 42330 Travel-Conferences/Research 826 600 1,200 2,400 42335 Travel -Mileage & Auto Allow 2 42340 Education & Training 1,005 1,200 600 600 TOTAL OPERATING EXP. 9,389 11,400 8,825 11,600 CONTRACT SERVICES 45213 CS -Code Enforcement 0 50,100 31,000 45520 CS -Graffiti Removal 76,890 62,400 62,400 62,400 TOTAL CONTRACT SVCS. 76,890 112,500 93,400 62,400 DIVISION TOTAL 305,946 307,850 276,715 305,600 06/02/09 67 CITY OF DIAMOND BAR NEIGHBORHOOD IMPROVEMENT (5230) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $305,600 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 230,350 Full-time Com Dev Director 0.15 FT Sr. Planner 0.20 FT Neighborhood Improvement Officer 2.00 FT Sr. Admin Assistant 0.10 FT Sr. Office Specialist 0.30 FT 2.75 FT SUPPLIES Operating Supplies (41200) Amount Budgeted: 500 500 Small Tools & Equipment (41300) Amount Budgeted: 750 File cabinet 750 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 1,200 CNTC Notices, Brochures, handouts 1,200 Equipment Maintenance (42200) Amount Budgeted: 3,000 Dodge, Ford - NIO Vehicles 3,000 Fuel (42310) Amount Budgeted: 3,500 NIO Vehicles (2) 3,500 Membership & Dues (42315) Amount Budgeted: 600 SCCEO (2), CCEOA (2) 600 Meetings (42325) Amount Budgeted: 300 SCACEO, CACEO 300 Travel -Conferences (42330) Amount Budgeted: 2,400 SCACEO, CACEO 2,400 Education & Training (42340) Amount Budgeted: 600 SCACEO, CACEO 600 CONTRACT SERVICES CS - Graffiti Removal (45520) Amount Budgeted: 62,400 62,400 06/02/09 69 CITY OF DIAMOND BAR Department - Community Services • Community Services Administration • Diamond Bar Center • City Park Operations Paul C. Grow Park Heritage Park Heritage Pk Com Center Maple Hill Park Pantera Park Peterson Park Ronald Reagan Park Starshine Park Summitridge Park Sycamore Canyon Park • Recreation 70 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY COMMUNITY SERVICES FY 2009-2010 Organization #: 001-5310 through 001-5350 PERSONNEL SERVICES SUPPLIES OPERATING EXPENDITURES PROFESSIONAL SERVICES CONTRACT SERVICES CAPITAL OUTLAY DEPARTMENT TOTAL FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Projected Requested 22.8% $1,767,682 $1,737,730 $1,659,550 $1,929,650 137,935 149,960 149,960 150,470 845,800 769,820 781,685 780,440 19,017 37,390 37,390 11,350 844,438 894,260 911,490 906,840 86,579 10,600 10,600 22,600 $3,701,451 $3,599,760 $3,550,675 $3,801,350 DEPARTMENT INCLUDES: Community Services Administration $352,650 Diamond Bar Center 866,650 Park Operations 900,360 Recreation 1,681,690 06/02/09 71 COMMUNITY SERVICES Park Operations 23.7% Diamond Bar Center 22.8% Community Service Administration Recreation 9.3% 44.2% Total Department Expenditures -$3,801,350 06/02/09 71 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 PERSONNEL SERVICES 40010 Salaries 40020 Over -Time Wages 40030 Part -Time Salaries 40070 City Paid Benefits 40080 Retirement 40083 Worker's Comp. Exp. 40084 Short/Long Term Disability 40085 Medicare 40090 Benefit Allotment 42335 TOTAL PERSONNEL SUPPLIES 41200 Operating Supplies 41300 Small Tools & Equipment TOTAL SUPPLIES OPERATING EXPENDITURES 42125 Telephone 42130 Rental/Lease of Equipment 42200 Equipment Maintenance 42210 Maint. of Grounds/Bldgs 42310 Fuel 42315 Membership & Dues 42320 Publications 42325 Meetings 42330 Travel -Conferences 42335 Travel -Mileage & Auto Allow 42340 Education & Training 3,200 TOTAL OPERATING EXP. PROFESSIONAL SERVICES 44000 Professional Services TOTAL PROF SVCS DEPARTMENT: Community Svcs DIVISION: Com Svcs Admin. ORGANIZATION #: 001-5310 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 297,189 193,550 193,550 213,650 4,460 3,000 3,000 3,000 119,186 0 0 0 2,811 2,300 2,300 3,200 52,664 34,350 34,350 37,400 10,686 3,450 3,450 3,200 1,790 1,200 1,200 1,350 12,630 2,850 2,850 3,100 45,148 22,800 22,800 29,100 546,564 263,500 263,500 294,000 6,247 5,000 5,000 5,000 871 1,500 1,500 1,500 7,118 6,500 6,500 6,500 523 550 550 550 1,031 2,650 2,650 2,650 7,677 7,500 7,500 7,500 115 3,950 3,950 450 17,900 15,000 21,000 15,000 30 800 800 800 332 600 600 600 6 500 500 500 3,855 9,955 3,000 8,950 3,155 3,000 3,000 3,000 115 1,500 1,500 1,500 34,739 46,005 45,050 41,500 9,622 32,740 32,740 8,200 9,622 32,740 32,740 8,200 CONTRACT SERVICES 45518 CS -Storm Damage 0 450 450 450 TOTAL CONTRACT SVCS. 0 450 450 450 CAPITAL OUTLAY 46250 Misc Equipment 4,550 2,000 2,000 2,000 4,550 2,000 2,000 2,000 DIVISION TOTAL 602,593 351,195 350,240 352,650 06/02/09 72 CITY OF DIAMOND BAR COMMUNITY SERVICES ADMIN (001-5310) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $352,650 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 291,000 Full Time Community Services Director 0.515 FT Parks & Maintenance Supt. 1.000 FT Admin Assistant 1.000 FT 2.515 FT Intermittent Part Time Overtime Wages (40020) Amount Budgeted: 3,000 SUPPLIES Operating Supplies (41200) Amount Budgeted: 5,000 Operating Supplies 4,650 Staff Work Boots 350 Small Tools & Equipment (41300) Amount Budgeted: 1,500 Small Tools and Equipment 1,500 OPERATING EXPENDITURES Telephone (42125) Amount Budgeted: 550 Cell Phone Reimbursement -- Director 550 Rental/Lease of Equipment (42130) Amount Budgeted: 2,650 Uniforms 2,500 Water Cooler Rental -- Parks Office 150 Equipment Maintenance (42200) Amount Budgeted: 7,500 Equipment Maintenance 7,500 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 450 Maintenance of Grounds/Bldgs 450 Fuel (42310) Amount Budgeted: 15,000 Fuel 15,000 Membership & Dues (42315) Amount Budgeted: B00 Membership & Dues 800 06/02/09 73 CITY OF DIAMOND BAR COMMUNITY SERVICES ADMIN (001-5310) BUDGET DISCUSSION FY09-10 Page 2 Publications (42320) Amount Budgeted: 600 Publications 600 Meetings (42325) Amount Budgeted: 500 Meetings 500 Travel -Conferences (42330) Amount Budgeted: 8,950 CPRS Conf in Palm Springs - Commissioners 3,000 & Admin Staff — 319 - 3112/10 3,000 Registration for 1 staff/5 commissioners 1,800 Hotel -- 3 days @ $150 X 6 2,700 Institutes -- 6 @ $100 600 Per Diem -- 6 @ 4 days 1,080 Mileage Reimbursement .55/mi x 200mi 660 Maintenance Mgt Academy - Lake Arrowhead Reg. 1 Staff -- Nov. 15-20, 2009 1,315 Shuttle from Ontario Airport 60 JPIA Management Academy in Santa Barbara Registration for 1 staff -- 9/28 - 9/30/09 675 Use City Vehicle (est 250 mi round-trip, 17 gal gas) 60 Travel -Mileage & Auto Allow (42335) Amount Budgeted: 3,000 Com Svcs Director - Auto Allowance ($2501mo) 3,000 Education & Training (42340) Amount Budgeted: 1,500 Training Seminars 1,500 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 8,200 Holiday Banner Installation & Removal 6,000 Minute Secretary 2,200 CONTRACT SERVICES CS -Storm Damage (45518) Amount Budgeted: 450 Storm Damage 450 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 2,000 Replacement American flags and brackets for blvds. 2,000 06/02/09 74 CITY OF DIAMOND BAR I DEPARTMENT: Community Svcs ESTIMATED EXPENDITURES Printing 10,043 DIVISION: D -Bar Center FY 2009-2010 42125 Telephone 1 ORGANIZATION #: 0015333 5,100 5,100 42126 Utilities 95,969 100,500 100,500 100,500 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 120 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES 2,000 2,000 42200 Equipment Maintenance 40010 Salaries 59,847 73,700 65,500 129,600 40020 Over -Time Wages 4,258 1,500 200 1,500 40030 Part -Time Salaries 205,733 205,650 194,000 186,450 40070 City Paid Benefits 838 1,050 950 2,400 40080 Retirement 10,818 13,050 11,550 22,700 40083 Workers Comp. Exp. 7,705 7,200 7,200 5,550 40084 Short/Long Term Disability 368 450 450 800 40085 Medicare 16,594 16,800 16,800 16,150 40090 Benefit Allotment 10,346 11,300 11,400 22,900 TOTAL PERSONNEL 316,507 330,700 308,050 388,050 SUPPLIES 41200 Operating Supplies 49,492 51,180 51,180 51,300 TOTAL SUPPLIES 49,492 51,180 51,180 51,300 OPERATING EXPENDITURES 42110 Printing 10,043 10,000 10,000 10,000 42125 Telephone 5,439 5,100 5,100 5,100 42126 Utilities 95,969 100,500 100,500 100,500 42130 Rental/Lease - Equip 930 120 120 42141 Rental/Lease - Exhibit Sp 1,675 2,000 2,000 2,000 42200 Equipment Maintenance 1,082 6,700 6,700 5,700 42210 Maint. of Grounds/Bldgs 87,411 33,600 33,600 25,000 TOTAL OPERATING EXP. 202,549 158,020 158,020 148,300 PROFESSIONAL SERVICES 44000 Professional Services 5,519 5,519 0 0 0 CONTRACT SERVICES 45300 CS -Community Svcs 240,011 260,690 260,920 261,000 TOTAL CONTRACT SVCS. 240,011 260,690 260,920 261,000 CAPITAL OUTLAY 46250 Mise Equipment 929 3,000 3,000 18,000 46410 Capital Improvements 29,859 0 30,788 3,000 3,000 18,000 DIVISION TOTAL 844,866 803,590 781,170 866,650 06/02/09 75 CITY OF DIAMOND BAR DIAMOND BAR CENTER (001-5333) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $866,650 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 386,550 Full Time Parks and Maintenance Supervisor .40 FT Recreation Supervisor .60 FT Com Svcs Coordinator 1.00 FT 2.00 FT Part Time Com Svcs Spec (15 hrs/wk) (Step D) 4.00 PT Facility Attendant 1 (2,783 hrs) (Step D) 4.00 PT Facility Attendant II (2,204 hrs) (Step D) 5.00 PT Maintenance Worker II (949 hrs) (Step D) 1.00 PT Com Svcs Leader 1 (1,465 hrs) (Step D) 3.00 PT Com Svcs Leader II (2,180hrs) (Step D) 3.00 PT 20.00 PT Overtime Amount Budgeted: 1,500 SUPPLIES Operating Supplies (41200) Amount Budgeted: 51,300 Hardware Supplies 15,000 Electrical/Lighting Supplies 19,000 Office Supplies 4,000 Glass Repair Materials 900 Paint and Painting Supplies 2,900 Replacement Flags 3,500 Uniforms/Shirts 2,500 Cleaning Supplies 2,000 Filters for Ice Machine 700 Sanyo Projector Bulbs - 2 each @ $400 800 OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 10,000 Rental Information Brochures 10,000 Telephone (42125) Amount Budgeted: 5,100 Office Telephone 3,900 Pay Telephone 1,200 Utilities (42126) Amount Budgeted: 100,500 Gas 10,000 Water 3,500 Edison 87,000 06/02/09 76 CITY OF DIAMOND BAR DIAMOND BAR CENTER (001-5333) BUDGET DISCUSSION FY09-10 Page 2 Rental/Lease Exhibit Space (42141) 2,000 Exhibit Space 2,000 Equipment Maintenance (42200) Amount Budgeted: 5,700 Audio Video Systems Service 4,000 Copy Machine Service (B&W Copier) 1,200 Color Copier Service 500 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 25,000 Repair Decomposed Granite Trails 2,000 Electrical Services (Lighting) 4,000 Building Maintenance Services 5,900 Pressure Washing Service 1,000 Building Security Monitoring 1,800 Doors, Locks and Keys Service 500 Roofing Services 1,800 Carpet Cleaning -- Quarterly 5,000 Clean GVBR fabric partitions 3,000 CONTRACT SERVICES CS -Community Svcs (45300) Amount Budgeted: 261,000 Building Maintenance Contract w/4 FT Contract Staff 180,000 Pest Control Contract 2,310 Landscape Maintenance Contract (ValleyCrest) 67,750 HVAC Inspection & Maintenance Contract 6,700 Bear State (Equipment Service) -- 3,200 Trane (Computer Control Service) -- 3,500 Water Element Chemical Treatment & Maintenance Contract 2,040 Indoor Plant Maintenance Contract 2,200 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 18,000 Replacement Tables 3,000 06/02109 77 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 PERSONNEL SERVICES 40010 Salaries 40020 Over -Time Wages 40030 Part -Time Salaries 40070 City Paid Benefits 40080 Retirement 40083 Workers Comp. Exp. 40084 Short/Long Term Disability 40085 Medicare 40090 Benefit Allotment 17,850 TOTAL PERSONNEL SUPPLIES 6,500 41200 Operating Supplies 41300 Small Tools & Equipment 650 TOTAL SUPPLIES OPERATING EXPENDITURES 42125 Telephone 42126 Utilities 42130 Rental/Lease of Equipment 42210 Maint. of Grounds/Bldgs TOTAL OPERATING EXP. DEPARTMENT: Community Svcs DIVISION: Park Operations ORGANIZATION #: 001-5340 FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested CONTRACT SERVICES 45300 CS -Community Svcs 282,993 298,110 298,110 298,110 TOTAL CONTRACT SVCS. 282,993 298,110 298,110 298,110 CAPITAL OUTLAY 46250 Misc Equipment 27,595 46410 Capital Improvements 3,959 4,000 4,000 31,554 4,000 4,000 0 DIVISION TOTAL 720,604 921,560 906,260 900,360 06/02/09 78 100,200 95,000 101,900 6,500 500 5,000 119,700 120,000 119,750 1,700 1,450 1,900 17,800 16,500 17,850 6,600 6,500 5,550 650 650 650 10,650 10,600 10,650 17,700 15,000 18,150 0 281,500 266,200 281,400 3,414 12,700 12,700 10,000 1,110 4,524 12,700 12,700 10,000 6,850 8,400 8,400 8,400 194,727 202,000 202,000 193,500 1,101 2,500 2,500 2,500 198,855 112,350 112,350 106,450 401,533 325,250 325,250 310,850 CONTRACT SERVICES 45300 CS -Community Svcs 282,993 298,110 298,110 298,110 TOTAL CONTRACT SVCS. 282,993 298,110 298,110 298,110 CAPITAL OUTLAY 46250 Misc Equipment 27,595 46410 Capital Improvements 3,959 4,000 4,000 31,554 4,000 4,000 0 DIVISION TOTAL 720,604 921,560 906,260 900,360 06/02/09 78 CITY OF DIAMOND BAR PARK OPERATIONS SUMMARY (001-5340) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $900,360 PERSONNEL SERVICES Personnel (40010-40093) Full Time Parks & Maint Insp/Tech Parks & Maint Supervisor Intermittent Part Time Facility Attendent I - 2,494 hrs @ D -Step Facility Attendent 11 - 2,311 hrs @ D -Step Maintenance Worker I - 1,250 hrs @ D -Step Maintenance Worker II - 1,980 hrs @D -Step Over -Time Wages Amount Budgeted: 276,400 1.00 FT 0.60 FT 1.60 FT 4.000 IPT 4.000 IPT 2.000 IPT 2.000 IPT 12.000 IPT Amount Budgeted: 5,000 SUPPLIES Operating Supplies (41200) Amount Budgeted: 10,000 Heritage Community Ctr 4,000 Parks Supplies 2,300 Doggie Walk Bags 3,000 Staff Work Boots 700 OPERATING EXPENDITURES Telephone (42125) Amount Budgeted: 8,400 Heritage Park 1,200 Heritage Community Ctr 1,200 Maplehill Pk 1,200 Pantera Pk 1,200 Peterson Pk 1,200 Reagan Pk 1,200 Sycamore Cyn 1,200 Utilities (42126) Amount Budgeted: 193,500 Paul Grow Park 10,600 Water 10,000 Electric 600 Heritage Park 9,600 Water 8,500 Electric 1,100 06/02/09 79 CITY OF DIAMOND BAR PARK OPERATIONS SUMMARY (001-5340) BUDGET DISCUSSION FY09-10 Page 2 Heritage Community Ctr 106,450 14,900 Water - Included with Heritage Park Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,400 Electric 13,500 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc High Speed Internet - Computer & Phone 1,400 Lorbeer Lights 5,800 12,500 Electric 12,500 Maplehill Pk 1,700 12,500 Water 10,000 3,050 Electric 2,500 Replace backstop'foul ball' netting Pantera Pk Add material to and grade skinned infield 44,000 Water 31,000 Electric 13,000 Peterson Pk 25,000 Water 20,000 Electric 5,000 Reagan Pk 11,500 Water 8,500 Electric 3,000 Starshine Pk 8,900 Water 8,000 Electric 900 Summitridge 28,000 Water 28,000 Electric - Included w/DBC Sycamore Cyn 16,000 Water 11,000 Electric 5,000 Rental/Lease of Equipment (42130) Amount Budgeted: 2,500 Rental equip to repair Trails / Backstop Nets 2,500 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 106,450 Paul Grow Park Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,400 Heritage Park Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 3,000 Heritage Community Ctr Building Maintenance Contract 5,800 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,700 Maplehill Pk Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,700 Pantera Pk Building Maintenance Contract 3,050 Replace Dugout Shade Covers 1,000 Replace backstop'foul ball' netting 5,000 Add material to and grade skinned infield 12,200 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 4,300 06/02/09 80 CITY OF DIAMOND BAR PARK OPERATIONS SUMMARY (001-5340) BUDGET DISCUSSION FY09-10 Paae 3 Peterson Pk Add material to and grade skinned infield 12,200 Weed Removal / Fire Break 3,000 Removal of Poison Oak Adjacent to Hiking Trail 2,000 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 4,300 Reagan Pk 14,235 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 3,700 Starshine Pk 24,582 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 400 Summitridge Park/DBC 16,770 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,500 Sycamore Cyn Park Cleaning of Creek Area 3,000 Sump Pump Maintenance 10,000 Ground Squirrel Control 2,600 Misc Maint-Irrigtn, Ltg, Elec, Pest Ctrl, etc 1,000 Weed Removal/Fire Breaks 15,000 Removal of Poison Oak Adjacent to Hiking Trail 2,000 Lorbeer Football Field Refurbish Field/As needed Maintenance 6,600 CONTRACT SERVICES CS -Community Svcs (45300) Amount Budgeted: 298,110 Landscape Maintenance Contract ValleyCrest Contract 105,928 Paul Grow Park 20,974 Heritage Park 14,235 Maplehill Park 16,758 Ronald Reagan Park 24,582 Starshine Park 8,369 Sycamore Canyon Park 16,770 Trail Head at Sycamore Canyon Park 4,240 ValleyCrest Contract 192,182 Pantera Park 99,351 Peterson Park 43,927 Lorbeer Football Field 48,904 Summit Ridge Park (incl. w/Diamond Bar Center) 06/02/09 81 CITY OF DIAMOND BAR I DEPARTMENT: Community Svcs ESTIMATED EXPENDITURES Printing 13,416 13,880 Recreation FY 2009-2010 42120 Postage Charges (DIVISION: ORGANIZATION #: 001-5350 250 250 42128 Banking Charges 37,735 20,000 32,600 33,500 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 14,165 Actual Adjusted Budget Actual Requested PERSONNEL SERVICES 79,620 102,300 42200 Equipment Maintenance 40010 Salaries 397,465 366,200 337,000 446,400 40020 Over -Time Wages 21,705 21,780 19,000 14,900 40030 Part -Time Salaries 260,805 256,100 256,100 258,550 40070 City Paid Benefits 8,452 9,200 10,000 11,600 40080 Retirement 79,491 77,100 70,000 90,550 40083 Worker's Comp. Exp. 14,754 13,350 13,350 11,750 40084 Short/Long Term Disability 2,697 2,650 1,500 3,200 40085 Medicare 22,266 20,650 20,650 22,350 40090 Benefit Allotment 96,976 95,000 94,200 106,900 TOTAL PERSONNEL 904,611 862,030 821,800 966,200 SUPPLIES 37,220 TOTAL OPERATING EXP. 206,979 41200 Operating Supplies 76,801 79,580 79,580 82,670 TOTAL SUPPLIES 76,801 79,580 79,580 82,670 OPERATING EXPENDITURES 42110 Printing 13,416 13,880 13,880 14,190 42120 Postage Charges 13,312 250 250 250 42128 Banking Charges 37,735 20,000 32,600 33,500 42130 Rental/Lease of Equipment 9,167 14,165 14,165 13,300 42140 Rental/Lease of Real Prop 72,375 79,620 79,620 102,300 42200 Equipment Maintenance 2,196 1,500 1,500 1,500 42205 Computer Maintenance 1,600 400 400 400 42315 Membership & Dues 2,004 1,970 1,970 2,070 42325 Meetings 1,871 1,390 1,390 1,400 42330 Travel - Conferences 4,709 6,400 6,400 6,760 42335 Travel -Mileage & Auto Allow 1,568 500 720 710 42340 Education & Training 284 960 960 1,190 42353 City Birthday Party 70,030 65,110 65,110 65,000 42410 Admissions -Youth Activities 29,359 34,400 34,400 37,220 TOTAL OPERATING EXP. 206,979 240,545 253,365 279,790 PROFESSIONAL SERVICES 44000 Professional Services 1,213 1,500 1,500 44100 Commission Compensation 2,663 3,150 3,150 3,150 TOTAL PROF SVCS 3,876 4,650 4,650 3,150 CONTRACT SERVICES 45300 CS -Community Svcs 101,506 105,485 105,485 97,950 45305 CS -Concerts in the Park 13,312 17,000 17,000 19,800 45310 CS -Excursions 37,735 42,565 42,565 42,570 45320 CS -Contract Classes 182,193 186,960 186,960 186,960 TOTAL CONTRACT SVCS. 334,746 352,010 352,010 347,280 CAPITAL OUTLAY 46250 Misc Equipment 19,687 1,600 1,600 2,600 19,687 1,600 1,600 2,600 DIVISION TOTAL 1,546,700 1,540,415 1,513,005 1,681,690 06/02/09 82 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $1,681,690 PERSONNEL SERVICES Personnel (40010-40093) Full Time Community Svcs Director Recreation Superintendent (partial year) Admin Assistant CS Coordinator Recreation Supervisor Rec Specialist Rec Specialist Regular Part -Time Asst. Preschool Teacher (20 hrs) Preschool Teacher (30 hrs) Seasonal Part -Time CS Spec. -Day Camp/Youth Master Plan Implementation (990 hrs @ D -Step) CS Spec. -Fields (3,224 hrs @ D -Step) CS Workers (871 hrs @ D -Step) CS Leader (3,579 hrs @ C -Step) CS Leader-TinyTots (900 hrs @ E -Step) CS Leader II (4,676 hrs @ B -Step) Overtime Wages (40020) Summer Day Camp Senior Excursions Haunted House 4th of July Event Contract Classes 21st Birthday Party Adult Excursions Youth & Adult Sports Winter Snow Fest YMP & Youth in Action Diamond Bar Day at the Fair Candy Cane Craft Fair SUPPLIES Operating Supplies (41200) Haunted House/FFF Easter Egg Hunt Youth Soccer Youth Basketball Amount Budgeted: 0.485 FT 0.750 FT 1.000 FT 3.000 FT .400 FT 0.740 FT 1.000 FT 7.375 FT 1.00 RPT 2.00 RPT 3.00 RPT 1.00 SPT 4.00 SPT 6.00 SPT 4.00 SPT 1.00 SPT 10.00 SPT 26.00 SPT Amount Budgeted: Amount Budgeted: 06/02/09 83 900 500 1,000 1,900 800 1,700 2,000 2,000 1,500 1,900 400 300 4,050 2,535 3,580 9,560 951,300 14,900 82,670 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 OPERATING EXPENDITURES Printing (42110) Concerts in the Park/Movies in the Stars Day Camp Winter Snowfest Youth Basketball Youth Baseball Youth Soccer Easter Egg Hunt Haunted House & Fall Fun Festival Arbor Day Celebration Tiny Tots Candy Cane Craft Fair Senior Programs Contract Classes Veterans Recognition Armed Forces Banners Brochures Fourth of July DB4Youth Diamond Bar Day at the Fair Amount Budgeted: 1,500 800 450 450 450 450 400 500 100 500 600 955 1,200 1,000 300 1,000 2,535 1,000 14,190 Postage Charges (42120) Amount Budgeted: 250 Business Reply Account 250 06/02/09 84 Page 2 Adult Volleyball 235 Candy Cane Craft Fair 1,200 Concert Share 1,000 Senior Excursions 1,080 Senior Dances/Programs 9,400 Adult Basketball 4,199 Day Camp 7,580 Staff Shirts 2,000 YMP Imp & D134 Youth 2,715 Adult Excursions 730 Volunteen Program -T-Shirts 400 Tiny Tots 6,500 Youth Baseball 11,437 Winter Snow Fest 6,850 Concerts in the Park 1,830 Contract Classes 600 Staff One Pitch Tourney 559 Veterans Recognition 900 Arbor Day Celebration 900 Fourth of July 1,550 Movies Under the Stars 230 Diamond Bar Day at the Fair 700 Field Attendant 350 OPERATING EXPENDITURES Printing (42110) Concerts in the Park/Movies in the Stars Day Camp Winter Snowfest Youth Basketball Youth Baseball Youth Soccer Easter Egg Hunt Haunted House & Fall Fun Festival Arbor Day Celebration Tiny Tots Candy Cane Craft Fair Senior Programs Contract Classes Veterans Recognition Armed Forces Banners Brochures Fourth of July DB4Youth Diamond Bar Day at the Fair Amount Budgeted: 1,500 800 450 450 450 450 400 500 100 500 600 955 1,200 1,000 300 1,000 2,535 1,000 14,190 Postage Charges (42120) Amount Budgeted: 250 Business Reply Account 250 06/02/09 84 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 Page 3 Banking Charges (42128) Amount Budgeted: 33,500 Credit Card Charges 33,500 Rental/Lease of Equipment (42130)Amount Budgeted: 13,300 Winter Snowfest Adult Volleyball 3,500 Fireworks Show 40,400 7,000 Sound System 2,500 5,000 Restrooms/Sinks 1,500 Easter Egg Hunt Tables/Chairs/Equipment 1,000 1,200 Light Tower Rental 2,000 Hotel 4 staff x 4 nights x $150 per night Concert Share Per Diem for 4 staff/4 days x $70/day 1,120 2,800 Rental/Lease of Real Prop (42140) Amount Budgeted: 102,300 Youth Basketball Games +Practice 24,280 Youth Indoor Soccer 4,700 Adult Volleyball 8,160 Adult Basketball 40,400 Contract Classes 19,500 4th of July (DB High School) 5,000 Winter Snow Fest 160 Easter Egg Hunt 100 Equipment Maintenance (42200) Amount Budgeted: 1,500 Vehicle Maint 1,500 Computer Maintenance (42205) Amount Budgeted: 400 Computer Software -Staff Scheduling 400 Membership & Dues (42315) Amount Budgeted: 2,070 C.P. R.S. Membership (8 Staff) 1,240 Lern (2 Staff) 550 Calif. Asso. of Senior Serv ice Centers (1 Staff) 25 WILS (3 Staff) 75 S.C.M.A.F. Membership (4 Staff) 180 Meetings (42325) Amount Budgeted: 1,400 C.P. R.S. Seminars 200 S.C.M.A.F. Sports Institute (4 staff) 200 Brochure Exchange Meetings 200 CPRS District XIII Meetings 600 WILS Meetings 200 Travel -Conferences (42330) Amount Budgeted: 6,760 C.P.R.S. Conference -Palm Springs 2010 Conference Registration 4 staff @ $300 1,200 Mileage Reimbsmnt .505/mix 200mi x 4 405 Hotel 4 staff x 4 nights x $150 per night 2,400 Per Diem for 4 staff/4 days x $70/day 1,120 06/02/09 85 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 Page 4 Senior Service Assn. Annual Conference Calif. Assn. of Senior Service Centers (1 Staff) 475 Gasoline for City Car 800 miles 160 LERN Seminars 1,000 Travel -Mileage & Auto Allow (42335) Amount Budgeted: Staff Mileage 710 710 Education & Training (42340) Amount Budgeted: 1,190 Day Camp 770 Tiny Tots 420 City Birthday Party (42353) Banners Special Event Insurance Restroom/Sink Rental Sound System Rental Equipment Rental - Tables, Chairs, Generators, Canopies Contract Staff/Security Rides/Attractions Non Profit's Organizations Revenue Share Annual Birthday Pins Decoration/Signs Games/Game Prizes Facility Rental - PUSD Food Reimbursement Birthday Cakes/Supplies Wrist Bands Flyers/Posters/Promotion Council & Commission Shirts Kwik Covers Misc Supplies Amount Budgeted: 5,000 2,000 1,000 900 8,500 1,700 21,390 11,000 2,000 4,000 3,500 250 500 460 500 500 800 500 500 65,000 Admissions -Youth Activities (42410) Amount Budgeted: 37,220 Day Camp - Excursions 35,070 Tiny Tots 600 DB4 Youth 800 Volunteens 750 PROFESSIONAL SERVICES Commissioner Compensation (44100) Amount Budgeted: 3,150 5 Comm. @ $45/mtg @ 14 mtgs/year 3,150 06/02/09 86 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 Page 5 CONTRACT SERVICES 19,800 Bands -- 7 Concerts CS -Community Svcs (45300) Amount Budgeted: 97,950 Adult Basketball Officials 750 1,200 Tiny Tots Special Event Insurance 600 Staff One Pitch Tourney 750 250 Volunteens 2,000 Daycamp -- Safety Show 600 Youth Basketball Officials 4,200 PeaceBuilders 2,820 Winter Snow Fest - 2009 21,900 80 tons of snow 13,000 Sound System 750 Special Event Insurance 600 Food Vendor Reimbursement 550 Valley Crest/MCE 1,300 Banners 900 Event Security 300 Revenue Split w/Organizations 4,500 Senior Program 23,885 Haunted House/Fall Fun Festival 2,500 Special Event Insurance 400 Banners 1,500 Revenue Split w/Organizations (FFF) 600 Candy Cane Craft Fair 750 Easter Egg Hunt Liability Insurance 450 Fireworks Show -- 2009 19,800 Fireworks 12,300 Entertainment 5,000 Balloons/Decorations 500 Insurance 2,000 Veterans Recognition - Entertainment/Caterer 2,415 Armed Forces Banners 6,700 Movies under the Stars -- Movie Rentals 2,500 DB4Youth 1,980 Diamond Bar Day at the Fair - Entertainment 1,000 Concert Share 2,400 Concerts in the Park (45305) 19,800 Bands -- 7 Concerts 10,000 Sound System 4,500 Concessionaire Reimbursements 750 Advertising 2,000 Special Event Insurance 1,800 Annual ASCAP Registration 750 CS -Excursions (45310) Amount Budgeted: 42,570 Adult'Excursions 19,755 Senior Excursions 22,815 06/02/09 87 CITY OF DIAMOND BAR RECREATION SVCS (001-5350) BUDGET DISCUSSION FY09-10 Page 6 CS - Contract Classes (45320) Amount Budgeted: 186,960 Contract Class Instructors 186,000 Finger Printing for Contract Class Instructors @ $32 960 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 2,600 Table Tennis Table 1,600 Youth Sports Scoreboards/Timers 1,000 06/02109 89 CITY OF DIAMOND BAR Department - Public Works • Public Works Administration • Engineering • Road Maintenance • Landscape Maintenance 90 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES SUMMARY PUBLIC WORKS FY 2009-10 Organization #: 001-5510 through 001-5558 DEPARTMENT INCLUDES: PW Administration $612,000 Engineering 1,368,150 Road Maintenance 1,210,650 Landscape Maintenance 320,485 06/02/09 91 FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES $716,371 $830,150 $827,628 $867,150 SUPPLIES 40,227 40,500 31,500 39,000 OPERATING EXPENDITURES 104,930 109,650 97,023 108,150 PROFESSIONAL SERVICES 338,741 263,500 228,850 1,085,500 CONTRACT SERVICES 1,285,659 1,457,070 1,283,070 1,408,485 CAPITAL OUTLAY 25,454 5,000 0 3,000 DEPARTMENT TOTAL $2,511,382 $2,705,870 $2,468,071 $3,511,285 DEPARTMENT INCLUDES: PW Administration $612,000 Engineering 1,368,150 Road Maintenance 1,210,650 Landscape Maintenance 320,485 06/02/09 91 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 PERSONNEL SERVICES 40010 Salaries 40020 Over -Time Wages 40030 Part -Time Salaries 40070 City Paid Benefits 40080 Retirement 40083 Worker's Comp. Exp. 40084 ShortlLong Term Disability 40085 Medicare 40090 Benefit Allotment 42340 TOTAL PERSONNEL SUPPLIES 41200 Operating Supplies 41300 Small Tools & Equipment TOTAL SUPPLIES OPERATING EXPENDITURES 42110 Printing 42115 Advertising 42125 Telephone 42126 Utilities 42315 Membership & Dues 42320 Publications 42325 Meetings 42330 Travel -Conferences 42335 Travel -Mileage & Auto Allow 42340 Education & Training 3,300 TOTAL OPERATING EXP. PROFESSIONAL SERVICES 44000 Professional Services 44100 Commissioner Comp 44240 Prof Svcs -Environmental TOTAL PROF SVCS CONTRACT SERVICES DEPARTMENT: Public Works DIVISION: Public Wks Admin ORGANIZATION #: 001-5510 FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 272,516 264,150 264,150 275,950 1,497 2,000 1,000 2,000 4,055 0 45530 CS - Industrial Waste 33,560 3,419 3,450 3,450 3,850 49,251 47,050 47,050 48,300 5,164 3,300 3,300 2,450 1,671 1,650 1,650 1,700 4,018 3,850 3,850 4,000 38,385 33,800 33,800 34,700 379,976 359,250 358,250 372,950 2,347 5,000 3,000 4,500 44 500 500 2,391 5,500 3,000 5,000 7,479 7,000 5,000 7,000 3,220 3,500 2,000 3,500 523 550 550 550 61,774 65,000 60,000 65,000 1,202 1,000 850 1,000 1,181 1,000 800 1,000 2,110 2,000 2,500 2,000 2,750 4,000 3,000 4,000 3,585 3,000 3,000 3,000 4,115 1,500 2,100 1,500 87,939 88,550 79,800 88,550 261,116 165,500 162,000 7,500 2,160 3,000 1,850 3,000 40,381 65,000 40,000 55,000 303,657 233,500 203,850 65,500 45221 CS - Engineering 58,157 50,000 40,000 35,000 45227 CS - Inspection 9,392 15,000 5,000 15,000 45530 CS - Industrial Waste 33,560 30,000 30,000 30,000 TOTAL CONTRACT SVCS. 101,109 95,000 75,000 80,000 CAPITAL OUTLAY 46200 Office Equipment 46220 Office Equip -Furniture 46250 Misc Equipment DIVISION TOTAL 2,019 253 2,272 0 0 0 877,344 781,800 719,900 612,000 06/02/09 92 CITY OF DIAMOND BAR PUBLIC WORKS ADMIN (001-5510) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $612,000 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 372,950 Public Works Director 0.75 FT Sr Management Analyst 0.20 FT Senior Civil Engineer 0.40 FT Assoc Engineer 0.25 FT Jr. Engineer 0.35 FT Management Analyst 0.25 FT Sr Admin Assistant 0.80 FT 3.00 FT SUPPLIES Operating Supplies (41200) Amount Budgeted: 4,500 Misc. Office Supplies Small Tools & Equipment (41300) Amount Budgeted: 500 Misc. Tools & Equipments OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 7,000 Plans, Specifications, Reports, Notices, and Flyers NTMP Notices & Surveys Advertising (42115) Amount Budgeted: 3,500 Educational program(s) and mailings related to public works/traffic/parking/street sweeping activities Telephone (42125) Amount Budgeted: 550 Public Works Director - Cell Phone Allow 550 Utilities (42126) Amount Budgeted: 65,000 Traffic signals Membership & Dues (42315) Amount Budgeted: 1,000 APWA, ASCE, MSA, TCSA. Publications (42320) Amount Budgeted: 1,000 Various Professional/Trade Magazines 06/02/09 93 CITY OF DIAMOND BAR PUBLIC WORKS ADMIN (001-5510) BUDGET DISCUSSION FY09A 0 Page 2 Meetings (42325) Amount Budgeted: 2,000 Public Works and Traffic Engineering Workshops/Seminars Travel -Conferences (42330) Amount Budgeted: 4,000 League of California Cities- Public Works Officers Institute Annual Conference, APWA Conference 2,000 T&T Commissioner Wkshops/Cont 2,000 Travel -Mileage & Auto Allow (42335) Amount Budgeted: 3,000 Public Works Director - Auto Allowance 3,000 Education & Training (42340) Amount Budgeted: 1,500 Trainings/Workshops PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 7,500 Minute Secretary 2,500 Misc.Traffic Mgt Programs 5,000 Commissioner Compensation (44100) 3,000 T&T Commission Prof Svcs -Environmental (44240) Amount Budgeted: 55,000 NPDES Permit/Compliance due to increased enforcement/requirements, including spill responses. 20,000 TMDL and water quality related requirements 10,000 Permit Fees (Sewer Sys Overflow & NPDES) 20,000 CPR Membership 5,000 CONTRACT SERVICES CS - Engineering (45221) Amount Budgeted: 35,000 As needed basis -non fee based projects 35,000 CS - Inspection (45227) Amount Budgeted: 15,000 Grading, sewer, storm drains, and various development improvements. CS - Industrial Waste (45530) Amount Budgeted: 30,000 L.A.County Dept. of Public Works: Plan Checks, Permits, and Enforcement. 06/02/09 94 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-10 DEPARTMENT: Public Works DIVISION: Engineering ORGANIZATION #: 001-5551 OPERATING EXPENDITURES 42315 Membership & Dues FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 42325 Meetings Actual Adjusted Budget Projected Requested PERSONNEL SERVICES Travel -Conferences 37,232 500 0 40010 Salaries 113,818 202,050 202,050 207,550 40020 Over -time Wages 15 535 1,000 750 40070 City Paid Benefits 1,118 2,600 2,600 2,900 40080 Retirement 20,277 35,850 35,850 36,350 40083 Workers Comp. Exp. 2,277 4,050 4,050 2,100 40084 Short/Long Term Disability 689 1,250 1,250 1,300 40085 Medicare 1,646 2,950 2,950 3,050 40090 Benefit Allotment 14,985 27,750 27,750 28,300 TOTAL PERSONNEL 154,825 276,500 276,500 281,550 OPERATING EXPENDITURES 42315 Membership & Dues 18,271 1,100 200 1,100 42325 Meetings 9,559 500 250 500 42330 Travel -Conferences 37,232 500 0 500 42335 Travel -Mileage & Auto Allow 50 500 100 500 42340 Education & Training 535 1,000 750 1,000 TOTAL OPERATING EXP. 585 3,600 1,300 3,600 PROFESSIONAL SERVICES 44300 Prof Svcs - Special Studies 1,000,000 0 0 0 1,000,000 CONTRACT SERVICES 45221 CS - Engineering 18,271 24,000 20,000 20,000 45222 CS - Traffic 9,559 56,000 56,000 25,000 45223 CS - Plan Checking 37,232 20,000 12,000 30,000 45224 CS - Soils 5,000 0 5,000 45226 CS - Surveying 3,000 0 3,000 TOTAL CONTRACT SVCS. 65,062 108,000 88,000 83,000 DIVISION TOTAL 220,472 388,100 365,800 1,368,150 06/02/09 95 CITY OF DIAMOND BAR ENGINEERING (001-5551) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $1,368,150 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 281,550 Senior Civil Engineer 0.60 FT Assoc Engineer 1.25 FT Jr Engineer 0.60 FT 2.45 FT OPERATING EXPENDITURES Membership & Dues (42315) Amount Budgeted: 1,100 APWA(Senior, Associate & Junior Engineers) 500 ASCE(Senior, Associate & Junior Engineers) 600 Meetings (42325) Amount Budgeted: 500 Caltrans, MTA, LACDPW, SGVCOG, SCAG Travel -Conferences (42330) Amount Budgeted: 500 AP WA Travel -Mileage & Auto Allow (42335) Amount Budgeted: 500 Misc Education & Training (42340) Amount Budgeted: 1,000 APWA, ASCE, ITS, UCLA Extensions PROFESSIONAL SERVICES Professional Svcs - Special Studies (44300) Amount Budgeted: 1,000,000 Sanitary Sewer Master Plan 500,000 Storm Drain Master Plan 500,000 CONTRACT SERVICES CS - Engineering (45221) Amount Budgeted: 20,000 Misc. engineering studies/reports on an as 20,000 needed basis CS - Traffic Engr (45222) Amount Budgeted: 25,000 Traffic Counts, Speed Surveys, Traffic Impact Studies, NTMP Plans, etc. 25,000 CS - Plan Checking (45223) Amount Budgeted: 30,000 grading, sewer, and storm drain plan checks, lot line adjustment, certificate of correction. CS - Soils (45224) Amount Budgeted: 5,000 As needed basis CS - Surveying (45226) Amount Budgeted: 3,000 As needed basis 06/02/09 96 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Public Works DIVISION: Road Maintenance ORGANIZATION #: 001-5554 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested PERSONNEL SERVICES Road Maintenance Supplies 34,443 30,000 25,000 4DO10 Salaries 128,051 137,100 136,500 152,000 40020 Over -Time Wages 302 500 500 500 40070 City Paid Benefits 1,649 2,250 1,900 2,550 40080 Retirement 22,633 24,300 23,950 26,600 40083 Worker's Comp. Exp. 3,615 3,800 3,800 3,550 40084 Short/Long Term Disability 734 850 790 950 40085 Medicare 1,820 2,000 1,988 2,250 40090 Benefit Allotment 22,766 23,600 23,450 24,250 Prof Svcs - Engineering TOTAL PERSONNEL 181,570 194,400 192,878 212,650 SUPPLIES 41250 Road Maintenance Supplies 34,443 30,000 25,000 30,000 41300 Small Tools & Equipment 3,393 5,000 3,500 4,000 45504 TOTAL SUPPLIES 37,836 35,000 28,500 34,000 OPERATING EXPENDITURES CS -Striping & Signing 49,673 50,000 30,000 42130 Rental/Lease of Equip 2,337 5,000 2,500 4,000 42200 Equipment Maintenance 2,699 2,500 3,423 4,000 42310 Fuel 11,370 10,000 10,000 8,000 50,000 TOTAL OPERATING EXP. 16,406 17,500 15,923 16,000 Professional Services CAPITAL OUTLAY 44520 Prof Svcs - Engineering 35,084 30,000 25,000 20,000 3,000 35,084 30,000 25,000 20,000 CONTRACT SERVICES 45501 CS -Street Sweeping 142,639 165,000 166,000 160,000 45502 CS -Road Maintenance 193,355 225,000 225,000 250,000 45504 CS -Sidewalk Insp & Repair 150,000 200,000 160,000 150,000 45506 CS -Striping & Signing 49,673 50,000 30,000 50,000 45507 CS -Traffic Signal Maint 179,872 240,000 180,000 250,000 45512 CS -Storm Drainage 5,227 20,000 15,000 15,000 45522 CS -Right of Way Maint 47,246 40,000 30,000 50,000 TOTAL CONTRACT SVCS. 768,012 940,000 806,000 925,000 CAPITAL OUTLAY 46250 Misc Equipment 23,182 5,000 3,000 23,182 5,000 0 3,000 DIVISION TOTAL 1,062,090 1,221,900 1,068,301 1,210,650 06/02/09 97 CITY OF DIAMOND BAR ROAD MAINTENANCE (001-5554) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $1,210,650 PERSONNEL SERVICES Personnel (40010-40093) Amount Budgeted: 212,650 Public Works Director .10 FT Public Wks Maintenance Superintendent 1.00 FT Sr Street Maintenance Worker 1.00 FT 2.10 FT SUPPLIES Road Maintenance Supplies (41250) Amount Budgeted: 30,000 AC Cold Mix, Absorbents, Signs, Posts, Cones, Paint, and Misc. Supplies. Work Boots - 2 Staff Members Small Tools & Equipment (41300) Amount Budgeted: 4,000 Misc. Items (Grinding wheels, blades, shovels, ETC) OPERATING EXPENDITURES Rental/Lease of Equip (42130) Amount Budgeted: 4,000 Generator, Spot Lights, Trucks, Barricades, Traffic Control Cones/Signs, etc. Equipment Maintenance (42200) Amount Budgeted: 4,000 Grinder, Striper, Car washes, etc Fuel (42310) Amount Budgeted: 8,000 PROFESSIONAL SERVICES Prof Svcs -Engineering (44520) Amount Budgeted: 20,000 On-call Traffic Engineering Assistance/Support 20,000 CONTRACT SERVICES CS -Street Sweeping (45501) Amount Budgeted: 160,000 CS -Road Maintenance (45502) Amount Budgeted: 250,000 CS -Sidewalk Insp & Repair (45504) Amount Budgeted: 150,000 Sidewalk R & R CS -Striping & Signing (45506) Amount Budgeted: 50,000 Striping & Signing work 06/02/09 98 CITY OF DIAMOND BAR ROAD MAINTENANCE (001-5554) BUDGET DISCUSSION FY09-10 CS -Traffic Signal Maint (45507) CS -Storm Drainage (45512) Storm Patrol/Drainage Device Maint Page 2 Amount Budgeted: Amount Budgeted: 250,000 15,000 CS -Right of Way Maint (45522) Amount Budgeted: 50,000 Right of Way Maint CAPITAL OUTLAY Miscellaneous Equipment (46250) Amount Budgeted: 3,000 Equipment Replacement 06/02/09 99 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Public Works DIVISION: Landscape Maint ORGANIZATION #: 001-5558 06102/09 100 FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested CONTRACT SERVICES 45500 Contract Services 19,585 19,585 26,000 45503 CS - Parkway Maint 23,793 24,675 24,675 24,675 45508 CS - Vegetation Control 86,363 92,015 92,015 92,015 45509 CS - Tree Maintenance 229,387 161,785 161,785 161,785 45510 CS - Tree Watering 11,933 16,010 16,010 16,010 TOTAL CONTRACT SVCS. 351,476 314,070 314,070 320,485 DIVISION TOTAL 351,476 314,070 314,070 320,485 06102/09 100 CITY OF DIAMOND BAR LANDSCAPE MAINTENANCE (001-5558) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $320,485 CONTRACT SERVICES Contract Services (45500) Amount Budgeted: 26,000 Trails Maint - Youth at Risk Pgm 26,000 CS - Parkway Maint (45503) Amount Budgeted: 24,675 Lanterman Contract 24,675 CS - Vegetation Control (45508) Amount Budgeted: 92,015 NICE Contract 78,765 Freeway Ramps/Cal Trans ROW 13,250 CS - Tree Maintenance (45509) WCA Contract Tree Maintenance -5 yr cycle (2,760 trees) Tree/Stump Removals Service Requests and As Needed Work Slope Tree Pruning/Crew Rental Emergency Call Out Arborist Inspections Tree Planting - Tree Watering (4551 WCA Contract 06/02/09 Amount Budgeted: 161,785 107,640 16,805 7,000 11,670 3,000 5,000 10,670 Amount Budgeted: 16,010 16,010 101 CITY OF DIAMOND BAR Department - Transfers Out • Transfers Out 102 CITY OF DIAMOND BAR ESTIMATED EXPENDITURES FY 2009-2010 DEPARTMENT: Transfers -Out DIVISION: Transfers -Out ORGANIZATION #: 001-9915 USES OF FUND BALANCE RESERVES 49250 Transfer Out-CIP Fund 1,667,368 2,991,207 2,800,633 358,208 1,667,368 2,991,207 2,800,633 358,208 TOTAL 2,017,468 3,504,949 3,304,375 928,498 06102/09 103 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Regusted OPERATING TRANSFERS OUT 49011 Transfer Out -Com Orgnztn Fd 7,500 20,000 10,000 15,000 49138 Transfer Out-LLAD #38 23,745 23,745 61,070 49139 Transfer Out-LLAD #39 59,397 59,397 70,142 49141 Transfer Out-LLAD #41 8,422 49510 Transfer Out -Self Ins Fund 150,000 231,700 231,700 365,656 49520 Transfer Out -Equip Replcmt 18,150 19,400 19,400 0 49530 Transfer Out -Comp Replcmt 174,450 159,500 159,500 50,000 DIVISION TOTAL 350,100 513,742 503,742 570,290 USES OF FUND BALANCE RESERVES 49250 Transfer Out-CIP Fund 1,667,368 2,991,207 2,800,633 358,208 1,667,368 2,991,207 2,800,633 358,208 TOTAL 2,017,468 3,504,949 3,304,375 928,498 06102/09 103 CITY OF DIAMOND BAR TRANSFERS OUT - (001-9915) BUDGET DISCUSSION FY09-10 TOTAL BUDGET $928,498 OPERATING TRANSFERS OUT Transfer Out -Com Orgnztn Fd (49011) Amount Budgeted: 15,000 15,000 Transfer Out - LLAD #38 (49138) Amount Budgeted: 61,070 To Cover Fd Deficit - to be repaid 61,070 Transfer Out - LLAD #39 (49139) Amount Budgeted: 70,142 To Cover Fd Deficit - to be repaid 70,142 Transfer Out - LLAD #41 (49141) Amount Budgeted: 8,422 To Cover Fd Deficit - to be repaid 8,422 Transfer Out -Self Ins Fund Amount Budgeted: 365,656 Insurance Premiums 365,656 Transfer Out -Equip Replcmt Amount Budgeted: 0 Vehicle Replacement (5 yr cycle) Transfer Out -Computer Equip Replacement Amount Budgeted: 50,000 Transfer limited this fiscal year due to economy 50,000 USES OF FUND BALANCE RESERVE Transfer Out-CIP Fund Amount Budgeted: 358,208 01410 Slurry Seal/Overlay - Area 6 158,208 24308 Chino Hills Parkway Rehab 50,000 25408 Grand Ave Beautification-Montefino to ECL 50,000 Med Mods -Post Ofc (DBB btwn Grand & Montefino 100,000 06/02109 104 SPECIAL FUNDS BUDGETS 105 CITY OF DIAMOND BAR FUND TYPE: General Fund SPECIAL FUNDS BUDGET FUNCTION: Com Org Support FY 2009-2010 FUND #: 011 COMMUNITY ORGANIZATION SUPPORT FUND FUND DESCRIPTION: This fund was established in FY97-98 to account for transfers and expenditures related to the City Council's policy to support various non profit community organizations which are of a benefit to the City. The City has continued this program to show their ever increasing interest and support of the City's non profit community organizations. ESTIMATED RESOURCES 25500 Approp Fund Balance 36100 Investment Earnings 39001 Transfer -in General Fund TOTAL OPERATING EXPENDITURES 4010-42355 Contributions - Com Groups FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 3,985 3,985 3,985 7,500 20,000 16,015 15,000 11,485 23,985 20,000 15,000 7,500 20,000 20,000 15,000 7,500 20,000 20,000 15,000 FUND BALANCE RESERVES 25500 Reserve 3,985 3,985 0 - Total Fund Balance Res. 3,985 3,985 0 - TOTAL 11,485 23,985 20,000 15,000 06/02/09 106 CITY OF DIAMOND BAR COMMUNITY ORGANIZATION SUPPORT FUND (011) FY 2009-2010 TOTAL RESOURCE BUDGET ESTIMATED RESOURCES Approp Fund Balance $15,000 Amount Budgeted: 0 Transfer -in General Fund (39001) Amount Budgeted: 15,000 TOTAL EXPENDITURE BUDGET $15,000 15,000 OPERATING EXPENDITURES Contributions - Com Groups (42355) Amount Budgeted: 15,000 15,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 06/02/09 107 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 MEASURE R FUND FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Street'Paths Impr FUND #: 110 The Measure R Local Return program is new in FY09-10. These funds are to be used for major street resurfacing, rehabilitation, and reconstruction; pothole repair; left turn signals; bikeways; pedestrian improvements; streetscapes; signal synchronization; & transit. ESTIMATED RESOURCES 31845 Measure R Revenue 36100 Investment Earnings TOTAL TRANSFERS OUT 9915-49250 Transferto CIP Fund Total Capital Outlay FUND BALANCE RESERVES 25500 Reserve Total Fund Balance Res. TOTAL FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 0 310,858 310,858 310,858 0 0 310,858 0 0 0 0 0 0 310,858 06/02/09 108 CITY OF DIAMOND BAR MEASURE R FUND (110) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $310,858 ESTIMATED RESOURCES Measure R Revenue 310,858 Measure R based on MTA estimate (58.65% - 1 st yr) 310,858 Interest Revenue (36100) Amount Budgeted: TOTAL EXPENDITURE BUDGET $310,858 TRANSFERS OUT Transfer to CIP Fund (9915-49250) Amount Budgeted: 310,858 01410 Slurry Seal/Overlay - Area 6 310,858 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 109 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 GAS TAX FUND FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Street Maint/Const FUND #: 111 The City receives funds from Sections 2105, 2106, 2107, and 2107.5 of the Streets and Highway Code. State law requires that these revenues be recorded in a Special Revenue Fund, and that they be utilized solely for street related purposes such as new construction, rehabilitation or maintenance. It is anticipated that the City will use Gas Tax Funds to fund ongoing street maintenance programs to the extent possible. Any remaining funds will be used to assist in the funding of the City's Capital Improvement Project Program. TOTAL 1,303,579 1,270,934 1,267,934 1,176,684 06/02/09 110 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Approp Fund Balance 241,259 166,884 166,884 75,634 31705 Gax Tax - 2105 355,666 372,600 372,600 372,600 31710 Gas Tax - 2106 210,395 220,500 220,500 220,500 31720 Gas Tax - 2107 475,942 498,450 498,450 498,450 31730 Gas Tax - 2107.5 7,500 7,500 7,500 7,500 36100 Interest Revenue 12,817 5,000 2,000 2,000 TOTAL 1,303,579 1,270,934 1,267,934 1,176,684 TRANSFERS OUT 9915-49001 Transfer to General Fund 991,810 1,101,900 1,101,900 1,100,650 9915-49250 Transfer to CIP Fund 144,885 90,400 90,400 60,000 Total Transfers Out 1,136,695 1,192,300 1,192,300 1,160,650 FUND BALANCE RESERVES 25500 Reserve 166,884 78,634 75,634 16,034 Total Fund Balance Res. 166,884 78,634 75,634 16,034 TOTAL 1,303,579 1,270,934 1,267,934 1,176,684 06/02/09 110 CITY OF DIAMOND BAR GAS TAX FUND (111) FY 2009-2010 TOTAL RESOURCE BUDGET ESTIMATED RESOURCES $1,176,684 Approp Fund Balance Amount Budgeted: 75,634 Estimated Based on Budget & Projections 75,634 Gax Tax - 2105 (31705) Amount Budgeted: 372,600 Gas Tax - 2106 (31710) Amount Budgeted: 220,500 Gas Tax - 2107 (31720) Amount Budgeted: 498,450 Gas Tax - 2107.5 (31730) Amount Budgeted: 7,500 Interest Revenue Amount Budgeted: 2,000 TOTAL EXPENDITURE BUDGET $1,176,684 2,000 TRANSFERS -OUT Transfer to General Fund (9915-49001) Amount Budgeted: 1,100,650 Road Maintenance (001-5554-4XXXX) less Street Sweeping & Storm Drainage 1,035,650 Utilities (001-5510-42125) 65,000 Transfer Out - CIP (9915-49250) Amount Budgeted: 60,000 01410 Slurry Seal/Overlay - Area 6 60,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 16,034 16,034 111 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 PROPOSITION A FUND FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Public Transportn FUND 4: 112 The City receives Proposition A Transit Tax which is a voter approved sales tax override for public transportation purposes. This fund has been established to account for these revenues and approved project expenditures. PERSONNEL SERVICES FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 94,508 145,550 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 1,500 1,500 XXXX-40070 City Paid Benefits 1,551 25500 Approp Fund Balance 701,059 703,586 703,586 190,197 31310 Transportation Tax 953,943 989,570 900,000 981,900 34850 Transit Subsidy Prgrm Rev 903,051 900,000 1,000,000 1,000,000 36100 Interest Revenue 40,049 30,000 24,000 8,000 16,503 TOTAL 2,598,102 2,623,156 2,627,586 2,180,097 PERSONNEL SERVICES XXXX-40010 Salaries 94,508 145,550 137,200 145,600 XXXX-40020 Over -Time Wages 1,022 2,000 1,500 1,500 XXXX-40070 City Paid Benefits 1,551 2,300 2,300 2,500 XXXX-40080 Retirement Benefits 16,615 25,850 25,000 25,500 XXXX-40083 Workers Comp Expense 966 1,900 1,800 1,300 XXXX-40084 Short/Long Term Disability 574 900 840 900 XXXX-40085 Medicare Expense 1,335 2,110 2,020 2,150 XXXX-40090 Cafeteria Benefits 16,503 23,500 21,500 23,400 5553-46230 Computer Equip -Hardware 133,074 204,110 192,160 202,850 OPERATING SUPPLIES 5,000 5,000 5,000 11,500 5553-41200 Supplies 702 1,000 500 1,000 MISC EXPENDITURES 702 1,000 500 1,000 OPERATING EXPENDITURES - 400,000 300,000 5553-42128 Bank Charges 6,859 7,000 6,500 7,000 5553-42205 Computer Maintenance 12,275 9,300 9,300 34,450 5553-42315 Membership & Dues 9,031 9,660 9,500 9,800 5553-42395 Misc Exp (366) 50,770 (50) 100 FUND BALANCE RESERVES 27,799 25,960 25,250 51,350 CONTRACT SERVICES 5350-45310 CS - Excursions 59,882 75,726 70,000 72,700 5553-45315 CS - Holiday Shuttle 8,853 10,000 6,209 8,000 5553-45402 CS-Sheriff/Spcl Evts 1,352 1,700 1,500 1,500 5553-45529 Para -Transit Dial a Cab 411,561 500,000 530,000 550,000 5553-45533 Transit Subsidy Program 271,700 300,000 250,000 250,000 5553-45535 Transit Subsidy -Fares 927,178 900,000 1,000,000 1,000,000 1,680,526 1,787,426 1,857,709 1,882,200 CAPITAL OUTLAY 5553-46230 Computer Equip -Hardware 8,185 6,000 6,000 5,250 5553-46235 Computer Equip -Software 5,000 5,000 5,000 11,500 13,185 11,000 11,000 16,750 MISC EXPENDITURES 4090-47230 Sale of Prop A Fds - 400,000 300,000 - 400,000 300,000 - TRANSFERS OUT 9915-49520 Transfer Out - CIP Fund 39,230 50,770 50,770 Total Capital Outlay 39,230 50,770 50,770 0 FUND BALANCE RESERVES 25500 Reserve 703,586 242,890 190,197 25,947 703,586 242,890 190,197 25,947 TOTAL 2,598,102 2,723,156 2,627,586 2,180,097 06/02109 112 CITY OF DIAMOND BAR Prop A - Transit Fund (112) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $2,180,097 ESTIMATED RESOURCES Approp Fund Balance Estimated Based on Projections Transportation Tax (31310) Based on MTA Estimates Amount Budgeted: Amount Budgeted: 190,197 190,197 981,900 981,900 Transit Subsidy Prgrm Rev (34850) Amount Budgeted: 1,000,000 1,000,000 Interest Revenue Amount Budgeted: 8,000 Based on Experience 8,000 TOTAL EXPENDITURE BUDGET $2,180,097 PERSONNEL SERVICES Amount Budgeted: 202,850 Finance Director 0.10 FT IS Director 0.10 FT Desktop Support Tech 0.05 FT Assoc Engineer 0.50 FT Sr Office Specialist 0.40 FT Accounting Technician 0.75 FT Sr. Mgt Analyst 0.05 FT Mgt Analyst 0.05 FT Sr. Admin Assistant 0.05 FT 2.05 FT OPERATING SUPPLIES Supplies (5553-41200) Amount Budgeted: 1,000 Diamond Ride - ID Cards 500 Zebra Printer supplies for Diamond Ride 500 OPERATING EXPENDITURES Banking Charges (42128) Amount Budgeted: 7,000 Credit Card Charges (online transactions) 7,000 06/02/09 113 CITY OF DIAMOND BAR Prop A - Transit Fund (112) BUDGET DISCUSSION FY09-10 Page 2 Computer Maintenance (5553-42205) Amount Budgeted: 34,450 Software Maintenance: DB Intelligent Traffic Signal systems (DBITS) Transcore (Traffic Signal Software - PW ) 20,000 Diamond Ride AssurelD - Annual Support 1,200 Synercard Annual Renewal (Diamond Ride) 400 Transit Pass Systems (On-line Sales) GovIS - TPS annual Maintenance & Support 5,000 eEye Digital Security - Secure IIS Maint. (Transit) 350 Verisign - SSL Certificate (Transit) 1,000 Hardware Maintenance: DB Intelligent Traffic Signal systems (DBITS) HP - Server Maintenance and support (3 - Servers) 4,500 Diamond Ride Zebra printer - annual support & maint 500 Transit Pass Systems (On-line Sales) HP - Server Maintenance and support (1 - Server) 1,500 Membership & Dues (5553-42315) Amount Budgeted: 9,800 SGVCOG 9,800 Misc Expenditures (5553-42395) Amount Budgeted: 100 100 CONTRACT SERVICES CS - Excursions (5350-45310) Amount Budgeted: 72,700 Tiny Tots 1,275 Seniors 23,000 Day Camp 28,000 Adult Excursions 10,500 Concerts in the Park / Movies - Shuttles 4,000 City Birthday Party - Shuttles 2,000 4th of July - Shuttles 2,500 Winter Snow Fest - Shuttle 1,000 DB4Youth 425 CS - Holiday Shuttle (5360-45315) Amount Budgeted: 8,000 Based on experience 8,000 CS - Sheriff/Special Events (5360-45402) Amount Budgeted: 1,500 Security for Evening Transit Sales 1,500 06/02/09 114 CITY OF DIAMOND BAR Prop A - Transit Fund (112) BUDGET DISCUSSION FY09-10 Page 3 Para -Transit Dial a Cab (5553-45529) Amount Budgeted: 550,000 550,000 Transit Subsidy Program (5553-45533) Amount Budgeted: 250,000 250,000 Transit Subsidy -Fares (5553-45535) Amount Budgeted: 1,000,000 1,000,000 CAPITAL OUTLAY Computer Equip - Hardware (5553-46235) Amount Budgeted: 5,250 TPS HW Enhancements 2,000 DBITS HW Enhancements 2,500 Diamond Ride HW Enhancements 750 Computer Equip - Software (5553-46230) Amount Budgeted: 11,500 TPS - System Enhancements 4,000 GIS Upgrade - For Pavement Mgmnt, Signals, etc. 7,500 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 25,947 25,947 06/02/09 115 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 PROPOSITION C FUND FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Str Maint/Const FUND #: 113 The City receives Proposition C Tax which is additional allocations of State Gas Tax funds from Los Angeles County. These funds must be used for street -related purposes such as construction, rehabilitation, maintenance or traffic safety. The projects must be transit related improvements. In order to spend these funds, the City must submit the project to the County for prior approval. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Approp Fund Balance 1,531,655 1,526,647 1,526,647 1,628,771 31320 Transportation Tax 794,267 820,926 750,000 760,000 36100 Interest Revenue 70,149 25,000 40,000 20,000 TOTAL 2,396,071 2,372,573 2,316,647 2,408,771 OPERATING EXPENDITURES 42205 Computer Maintenance 4,400 4,400 PROFESSIONAL SERVICES 44000 Professional Services 130,000 50,000 80,000 - 130,000 50,000 80,000 TRANSFERS OUT 9915-49001 Transfer to General Fund 9,000 9,000 9,000 9915-49250 Transfer to CIP Fund 869,424 1,210,791 628,876 390,000 869,424 1,219,791 637,876 399,000 FUND BALANCE RESERVES 25500 Reserve 1,526,647 1,022,782 1,628,771 1,925,371 1,526,647 1,022,782 1,628,771 1,925,371 TOTAL 2,396,071 2,372,573 2,316,647 2,408,771 116 CITY OF DIAMOND BAR Prop C - Transit Fund (113) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $2,408,771 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 1,628,771 Anticipated FB 1,628,771 Transportation Tax (31320) 760,000 Based on MTA Projection 760,000 Interest Revenue Amount Budgeted: 20,000 Based on Experience 20,000 TOTAL EXPENDITURE BUDGET 2,408,771 OPERATING EXPENDITURES Computer Maintenance (5510-42205) Amount Budgeted: 4,400 GIS Software (40% of Annual Maint.) 4,400 PROFESSIONAL SERVICES Professional Services (5510-44000) Amount Budgeted: 80,000 Citywide Traffic Signal Timing Plan 30,000 DB Traffic Mgt Center Support 50,000 TRANSFERS -OUT Transfer Out - General Fund (9915-49001) Amount Budgeted: 9,000 Staff Charges for Prop C - Project Admin 9,000 Transfer Out - CIP (9915-49250) Amount Budgeted: 390,000 24sos DB Tr Mgt Ctr /CCTV Cameras 175,000 256o9 TS Battery Backup Syst - 5 Intersections 90,000 26109 Pathfinder Medians 125,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 1,925,371 1,925,371 117 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Street/Paths Impr FY 2009-2010 FUND #: 114 Transportation Efficency Act (TEA) Fund FUND DESCRIPTION: The Federal Government has created a Federal Surface Transportation Program that allocates funds for various improvements to the nation's streets and roads. The allocations are made each six years. The City has been allocated funds to improve one of the City's main throughfares, Grand Avenue. This fund has been established to account for this activity. ESTIMATED RESOURCES 25500 CIP Reserve 31845 TEA Revenue 36100 Investment Earnings TOTAL TRANSFERS OUT 9915-49250 Transfer to CIP Fund Total Capital Outlay FUND BALANCE RESERVES 25500 Reserve Total Fund Balance Res. TOTAL 06/02109 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 12,340 1,319,464 819,451 500,000 12,340 1,319,464 819,451 500,000 12,340 1,319,464 819,451 500,000 12,340 1,319,464 819,451 500,000 0 0 0 117 12,340 1,319,464 819,451 500,000 118 CITY OF DIAMOND BAR TEA Fund (114) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET ESTIMATED RESOURCES Approp Fund Balance Estimated Based on Budget $500,000 Amount Budgeted: TEA Revenue 500,000 TEA LU 500,000 STPL Interest Revenue (36100) Amount Budgeted: 0 TOTAL EXPENDITURE BUDGET $500,000 TRANSFERS OUT Transfer to CIP Fund (9915-49250) Amount Budgeted: 254os Grand Ave - Beautification-Montefino/ECL 500,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 06/02!09 119 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Waste Mgt FY 2009-2010 FUND #: 115 INTEGRATED WASTE MANAGEMENT FUND FUND DESCRIPTION: The Integrated Waste Management Fund was created during FY90-91, to account for expenditures and revenues related to the activities involved with the City's efforts to comply with AB939. Revenues recorded in this fund are the adopted waste hauler fees and funds received from the State for recycling education and efforts. This includes the Used Motor Oil Block Grant revenue. 55XX-40020 Over -Time Wages 177 0 100 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 1,150 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 13,780 13,780 14,430 25500 Approp Fund Balance 376,650 273,087 273,087 365,317 31870 Used Motor Oil Block Grant 24,519 25,000 25,000 31875 Beverage Ctnr Recycling Grt 15,872 16,500 15,794 16,500 34820 AB939 Admin Fees 203,809 215,000 466,000 466,000 34830 E -Waste Recycling Revenue 4,794 8,000 3,300 4,000 36100 Interest Revenue 14,044 10,000 7,400 10,000 36770 HHW Reimbursement 32,385 6,939 TOTAL 672,073 547,587 772,520 886,817 PERSONNEL SERVICES 55XX-40010 Salaries 94,566 77,660 77,660 82,450 55XX-40020 Over -Time Wages 177 0 100 55XX-40070 City Paid Benefits 1,170 1,150 900 1,260 55XX-40080 Retirement 16,567 13,780 13,780 14,430 55XX-40083 Worker's Comp. Exp. 1,789 800 1,300 850 55XX-40084 Short/Long Term Disability 569 490 490 510 55XX-40085 Medicare 1,337 1,140 1,140 1,200 55XX-40090 Cafeteria Benefits 15,137 11,350 11,350 11,350 Total Personnel 131,312 106,370 106,720 112,050 SUPPLIES 5516-41200 Operating Supplies 9,073 15,000 16,933 15,000 55XX-41400 Promotional Supplies 7,599 10,000 3,500 8,000 16,672 25,000 20,433 23,000 OPERATING EXPENDITURES 55)(X-421 10 Printing 21,482 35,000 13,000 35,000 5515-42115 Advertising 11,640 1,000 450 1,000 5515-42120 Postage 0 3,000 2,800 3,000 5515-42315 Membership/Dues 0 300 300 300 5515-42320 Publications 0 200 200 200 5515-42325 Meetings 110 500 50 500 5515-42330 Travel-Conf & Meetings 1,562 1,000 1,000 1,000 5515-42340 Education & Training 500 250 500 5515-42355 Contributions -Com. Groups 2,000 2,000 Total Operating Exp. 34,794 43,500 18,050 43,500 PROFESSIONAL SERVICES 5515-44000 Professional Services 18,229 15,000 8,000 15,000 Total Prof. Svcs. 18,229 15,000 8,000 15,000 CONTRACT SERVICES 5515-45500 CS -Public Works 45,976 80,000 69,000 75,000 Total Contract Svcs. 45,976 80,000 69,000 75,000 CAPITAL EXPENDITURES 5516-46250 Recycling Misc Equip 4,137 0 4,137 0 0 0 TRANSFERS OUT 9915-49001 Transfer Out - General Fund 147,866 185,000 185,000 175,000 147,866 185,000 185,000 175,000 FUND BALANCE RESERVES 25500 Reserve 273,087 92,717 365,317 443,267 Total Fund Balance Res. 273,087 92,717 365,317 443,267 TOTAL 672,073 547,587 772,520 886,817 06/02/09 120 CITY OF DIAMOND BAR AB939 Compliance - Waste Mgt (115-5515) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $799,027 ESTIMATED RESOURCES Approp Fund Balance Estimated based on Budget AB939 Admin Fees (34820) Amount Budgeted: Amount Budgeted: 323,027 323,027 466,000 466,000 Interest Revenue Amount Budgeted: 10,000 Based on Experience 10,000 TOTAL EXPENDITURE BUDGET $799,027 PERSONNEL SERVICES Full Time PW Director Sr. Mgt Analyst Jr. Engineer Sr. Admin Assistant Amount Budgeted: 0.15 FT 0.20 FT 0.05 FT 0.15 FT 0.55 FT 67,260 OPERATING EXPENDITURES Printing (5515-42110) Amount Budgeted: 15,000 Education Outreach to Increase Multi - Family & Commercial Sector Recycling Advertising (5515-42115) Amount Budgeted: 1,000 Multi -media campaign focusing on integrated waste management Postage (5515-42120) Amount Budgeted: 3,000 Postage Cost Membership/Dues (5515-42315) Amount Budgeted: 300 Membership Fees Publications (5515-42320) Subscriptions Meetings (5515-42325) Meetings 06/02/09 Amount Budgeted: 200 Amount Budgeted: 500 121 CITY OF DIAMOND BAR AB939 Compliance - Waste Mgt (115-5515) BUDGET DISCUSSION FY09-10 Page 2 Travel-Conf & Meetings (5515-42330) Amount Budgeted: 1,000 Conferences Education & Training (5515-42340) Amount Budgeted: 500 Training Contributions -Com. Groups (5515-42355) Amount Budgeted: 2,000 City Trash Cutter Award, America Recycles Day Celebration,etc. PROFESSIONAL SERVICES Professional Services (5515-44000) Amount Budgeted: 15,000 On-call Technical Assistance/Support in AB 939 Annual Report, VerificationNalidation of DRS Tonnage, C & D Debris Program, etc. and Battery/Bulb/SHARPS Program CONTRACT SERVICES CS -Public Works (5515-55500) Amount Budgeted: 75,000 Street sweeping debris composting program 55,000 Door to Door HHW Program 20,000 TRANSFERS OUT Transfer Out - General Fund (9915-49001) Amount Budgeted: 175,000 Street sweeping (001-5554-45501) 160,000 Storm Drainage (001-5554-45512) 15,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 443,267 443,267 06/02/09 122 CITY OF DIAMOND BAR IWMF - Recycling (115-5516) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $87,790 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 42,290 42,290 Used Motor Oil Block Grant (31870) Amount Budgeted: 25,000 Beverage Cntnr Recycling Grant (31875) Amount Budgeted: 16,500 E -Waste Recycling Revenue (34830) Amount Budgeted: 4,000 TOTAL EXPENDITURE BUDGET $87,790 PERSONNEL BUDGETED: Full Time Sr Management Analyst Management Analyst Amount Budgeted: 44,790 0.25 FT 0.20 FT 0.45 FT SUPPLIES Operating Supplies (41200) Amount Budgeted: 15,000 Implementing Pilot Recycling Programs for 0 Businesses, Schools, Apartment/Condo Complexes, and City facilities. Catch Basin Gates & Stormwater Reference ; Street Sweeping Materials. Promotional Supplies (41400) Amount Budgeted: 8,000 Storm Water Prevention/Water Conservation 0 items/Recycling Items. OPERATING EXPENDITURES Printing (42110) Amount Budgeted: 20,000 Outreach Materials for Businesses/Residents; 0 Storm Water Outreach; Environmental Newsletter Contributions -Com. Groups (42355) Amount Budgeted: 0 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 06/02/09 123 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 Traffic Improvement Fund FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Street/Paths Impr FUND #: 116 The Traffic Improvement Fund was established in FY06-07 to account for funds which have been received and designated by the City Council for Traffic Improvements. Funds will be allocated from this fund to assist with various traffic improvement projects. ESTIMATED RESOURCES 25500 CIP Reserve 31900 Intergvt Rev - Other Cities 36100 Investment Earnings TOTAL PROFESSIONAL SERVICES 44000 Professional Svcs Total Professional Svcs TRANSFERS OUT 9915-49250 Transfer to CIP Fund Total Capital Outlay FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 383,330 370,769 383,330 327,507 280,000 225,000 - 16,336 20,000 15,000 5,000 399,666 670,769 623,330 332,507 105,000 105,000 80,000 105,000 105,000 80,000 28,897 290,823 190,823 200,000 28,897 290,823 190,823 200,000 FUND BALANCE RESERVES 25500 Reserve 370,769 274,946 327,507 52,507 Total Fund Balance Res. 370,769 274,946 327,507 52,507 TOTAL 399,666 670,769 623,330 332,507 06/02/09 124 CITY OF DIAMOND BAR Traffic Improvement Fd (116) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $332,507 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 327,507 Estimated Based on Projections 327,507 Intergvnmtl Revenue -Other Cities (31900) Amount Budgeted: 0 Sale of Prop A Funds Interest Revenue (36100) Amount Budgeted: 5,000 5,000 TOTAL EXPENDITURE BUDGET $332,507 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 80,000 SR 57/60 Congestion Relief Implementation Strategy 80,000 TRANSFERS OUT Transfer to CIP Fund (9915-49250) Amount Budgeted: 200,000 22310 Neighborhood Traffic Management Mitigations 200,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 52,507 52,507 06/02/09 125 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 Prop 42 - Traffic Congestion Relief Fund FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Str Maint FUND #: 117 During FY 00-01, the State Legislature passed bill AB 2928 or Prop 42. This bill allows for the allocation of funds to Cities and Counties for the purpose of street and highway maintenance and rehabilitation. The State halted distribution of these funds in 2006 but resumed distribution in FY08-09. These funds must be expended within the fiscal year after they have been received. Therefore funds received in FY09-10 must be expended by June 30, 2011. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Appropriated Fund Balance 442,069 - - 31735 AB2928 - Traffic Cngstn Rel. - 579,588 520,200 570,934 36100 Interest Revenue 17,546 15,000 1,300 1,000 TOTAL 459,615 594,588 521,500 571,934 TRANSFERS OUT 9915-49250 Transfer to CIP Fund 459,615 579,588 521,500 570,934 Total Transfers Out 459,615 579,588 521,500 570,934 FUND BALANCE RESERVES 25500 Reserve 0 15,000 0 1,000 Total Fund Balance Res. 0 15,000 0 1,000 TOTAL 459,615 594,588 521,500 571,934 06/02/09 126 CITY OF DIAMOND BAR Prop 42 - Traffic Congestion Relief Fund (117) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $571,934 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 0 Estimated Based on Budget AB2928 - Traffic Cngstn Rel. (31865) Amount Budgeted: 570,934 Based on League Revenue Estimate 570,934 Interest Revenue Amount Budgeted: 1,000 Based on Experience 1,000 TOTAL EXPENDITURE BUDGET $571,934 TRANSFERS -OUT Transfer Out - CIP (9915-49250) Amount Budgeted: 570,934 01410 Slurry Seal/Overlay - Area 6 570,934 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 1,000 1,000 06/02/09 127 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 AIR QUALITY IMPROVEMENT FUND FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Air Quality FUND #: 118 This fund was established in FY91-92 to account for revenues received as a result of AB2766. AB2766 authorized the imposition of an additional motor vehicle registration fee to fund the implementation of air quality management compliance and provisions of the California Clean Air Act of 1988. ESTIMATED RESOURCES 25500 Approp Fund Balance 31810 Pollution Reduction Fees 36100 Interest Revenue TOTAL PERSONNEL SERVICES 5098-40010 Salaries 5098-40070 City Paid Benefits 5098-40080 Retirement 5098-40083 Worker's Comp. Exp. 5098-40084 Short/Long Term Disability 5098-40085 Medicare 5098-40090 Cafeteria Benefits Total Personnel OPERATING EXPENDITURES 5098-42315 Membership/Dues 5098-42330 Travel -Conferences 5098-42340 Educ & Training Total Operating Exp. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested 107,639 103,553 103,553 157,097 71,909 73,000 70,000 72,000 5,256 8,000 4,000 4,000 184,804 184,553 177,553 233,097 25,893 0 295 0 4,590 0 363 0 156 0 370 0 2,755 0 34,422 0 0 0 9,031 9,890 9,700 9,800 1,000 6,000 16,031 9,890 9,700 9,800 PROFESSIONAL SERVICES 5098-44030 Prof Svcs - Data Processing 10,200 0 Total Prof. Svcs. 10,200 0 0 0 CAPITAL OUTLAY 5098-46100 Auto Equipment 55,000 70,000 5098-46230 Computer Equip -Hardware 19,098 0 5098-46235 Computer Equip -Software 1,500 10,756 0 5098-46250 Misc Equipment 6,000 Total Capital Outlay 20,598 65,756 0 76,000 FUND BALANCE RESERVES 25500 Reserve 103,553 108,907 167,853 147,297 Total Fund Balance Res. 103,553 108,907 167,853 147,297 TOTAL 184,804 184,553 177,553 233,097 06/02/09 128 CITY OF DIAMOND BAR AIR QUALITY IMPROVEMENT FUND (I 18) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $233,097 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 157,097 Estimated Based on Projections 157,097 Pollution Reduction Fees (31810) Amount Budgeted: 72,000 Based on history 72,000 Interest Revenue Amount Budgeted: 4,000 Based on Experience 4,000 TOTAL EXPENDITURE BUDGET $233,097 PERSONNEL SERVICES Amount Budgeted: OPERATING EXPENDITURES Membership/Dues (42315) Amount Budgeted: 9,800 SGVCOG 9,800 PROFESSIONAL SERVICES Prof Svcs - Data Processing (44030) Amount Budgeted: 0 0 CAPITAL OUTLAY Auto Equipment (46100) Amount Budgeted: 70,000 2 -Hybrid Vehicles - Neighborhood Imp 70,000 Misc Equipment (46250) Amount Budgeted: 6,000 DBC Kiosk Replacement 6,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 147,297 147,297 129 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 SB 821 FUND - Bike and Pedestrian Paths (TDA) FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Street/Paths Impr FUND #: 119 The State allocates funds to cities for the specific purpose of the construction of bike and pedestrian paths via S13821. This fund has been established to account for transactions related to the receipt and expenditure of these funds. FY 2007-08 FY 2007-08 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 CIP Reserve (26,825) 9,755 9,755 - 31880 SB821 Revenue -Current Yr 36,569 35,959 - 31880 SB821 Revenue -Reserves 36100 Investment Earnings 11 - TOTAL 9,755 45,714 9,755 - TRANSFERS OUT 9915-49250 Transfer to CIP Fund 9,755 9,755 Total Transfers Out 0 9,755 9,755 FUND BALANCE RESERVES 25500 Reserved 9,755 35,959 0 Total Fund Balance Res. 9,755 35,959 0 0 TOTAL 9,755 45,714 9,755 0 06/02/09 130 CITY OF DIAMOND BAR SB 821 Fund (119) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $0 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: Estimated Based on Budget SB821 Revenue -Current Yr (31880) 0 Based on MTA Alloc SB821 Revenue -Reserves (31880) Base on Previous Year Unused Allocation Interest Revenue (36100) Amount Budgeted: 0 TOTAL EXPENDITURE BUDGET $0 TRANSFERS OUT Transfer to CIP Fund (9915-49250) Amount Budgeted: 0 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 (reserved for project carryover) 06/02/09 131 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 Prop 1B Transportation Fund FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Street/Paths Impr FUND #: 120 The Highway Safety, Traffic Reduction, Air Quality and Port Security Bond Act of 2006 (Prop 1 B) was approved by the voters in November 2006. Prop 1 B provided bond funds to Cities to fund the maintenance and improvement of local transportation facilities. This fund has been created to account for this money. 06/02/09 132 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 CiP Reserve 938,840 7,822 573,774 31733 Prop 1B Revenues 968,389 913,324 1,844,342 - 36100 Investment Earnings 7,822 15,000 20,000 5,000 TOTAL 976,211 1,867,164 1,872,164 578,774 TRANSFERS OUT 9915-49250 Transfer to CIP Fund 37,371 1,906,713 1,298,390 450,000 Total Capital Outlay 37,371 1,906,713 1,298,390 450,000 FUND BALANCE RESERVES 25500 Reserve 938,840 (39,549) 573,774 128,774 Total Fund Balance Res. 938,840 (39,549) 573,774 128,774 TOTAL 976,211 1,867,164 1,872,164 578,774 06/02/09 132 CITY OF DIAMOND BAR Prop 1 B Transportation Fd (120) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $578,774 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 573,774 Reserved for Project Carryover 573,774 Prop 1B Revenues (31733) Amount Budgeted: 0 Allocation per Dept of Finance Est. Interest Revenue (36100) Amount Budgeted: 5,000 5,000 TOTAL EXPENDITURE BUDGET $578,774 TRANSFERS OUT Transfer to CIP Fund (9915-49250) Amount Budgeted: 450,000 239os Arterial Slurry Seal - Zone 3 & 4 450,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 128,774 Reserved for project carryover 128,774 06/02/09 133 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 PARK FEES FUND (QUIMBY) FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Park Improvement FUND #: 122 Within the Subdivision Map Act of the California State Constitution is a requirement that developers either contribute land or pay fees to the local municipal government to provide recreational facilities within the development area. This fund is used to account for the fees received. FUND BALANCE RESERVE 25500 Fund Balance Reserve 410,917 337,277 420,271 296,631 410,917 337,277 420,271 296,631 TOTAL 410,917 422,917 422,917 432,271 06/02109 134 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Fund Balance Reserve 222,594 410,917 410,917 420,271 34555 Quimby Fees 174,000 - 36100 interest Revenue 14,323 12,000 12,000 12,000 TOTAL 410,917 422,917 422,917 432,271 TRANSFERS OUT 9915-49250 Transfer Out - CIP 0 85,640 2,646 135,640 Total Capital Outlay 0 85,640 2,646 135,640 FUND BALANCE RESERVE 25500 Fund Balance Reserve 410,917 337,277 420,271 296,631 410,917 337,277 420,271 296,631 TOTAL 410,917 422,917 422,917 432,271 06/02109 134 CITY OF DIAMOND BAR PARK FEES FUND (QUIMBY) FY 2009-2010 TOTAL RESOURCE BUDGET $432,271 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 420,271 420,271 Quimby Fees (34555) Amount Budgeted: 0 Interest Revenue (36100) 12,000 12,000 TOTAL EXPENDITURE BUDGET $432,271 TRANSFERS OUT Transfers Out - CIP Fund (49250) Amount Budgeted: 135,640 25008 Syc Cyn Pk - ADA Retro Restroom Bldg 85,640 Washington Str Pk - Design 50,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 296,631 296,631 06/02/09 135 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Park Improvement FY 2009-2010 FUND #: 123 PROP A - SAFE NEIGHBORHOOD PARKS FUND FUND DESCRIPTION: The County allocates voter approved funds to the City for the purpose of creating and maintaining an environment which addresses the needs of the City's at risk youth. This FY funds are being used toward the implemention of the youth master plan and the improvements being made to the Sycamore Canyon Trail. ESTIMATED RESOURCES 25500 Approp Fund Balance 31815 Prop A -Safe Nghbrhd Pks TOTAL CONTRACT SERVICES 5558-45300 Contract Services Total Contract Svcs TRANSFERS OUT 9915-49001 Transfer to Gen Fund 9915-49250 Transfer to CIP Fund Total Transfers Out FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested (2,016) (17,792) (17,792) 35,940 1,062,895 183,523 151,317 125,998 1,060,879 165,731 133,525 161,938 17,792 17,792 0 0 0 145,705 97,585 97,585 91,000 915,174 0 70,938 1,060,879 97,585 97,585 161,938 FUND BALANCE RESERVES 25500 Reserve (17,792) 68,146 35,940 0 Total Fund Balance Res. (17,792) 68,146 35,940 0 TOTAL 1,060,879 165,731 133,525 161,938 06/02/09 136 CITY OF DIAMOND BAR PROP A SAFE NBRHD PKS FUND (123) FY 2009-2010 TOTAL RESOURCE BUDGET $161,938 ESTIMATED RESOURCES Approp Fund Balance (25500) Amount Budgeted: 35,940 35,940 Prop A -Safe Nghbrhd Pks (31815) Amount Budgeted: 125,998 125,998 TOTAL EXPENDITURE BUDGET $161,938 TRANSFERS OUT Transfer to Gen Fund (49001) Amount Budgeted: 91,000 Youth Master Plan Implementation 65,000 Youth At Risk Program 26,000 Transfer to CIP Fund (49250) Amount Budgeted: 70,938 25108 Sycamore Cyn Trail - Phase III 70,938 FUND BALANCE RESERVES Reserve -Future Capital Imp (25500) Amount Budgeted: 0 06/02/09 137 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Park Improvement FY 2009-2010 FUND 4: 124 PARK & FACILITY DEVELOPMENT FUND FUND DESCRIPTION: The purpose of this fund is to provide resources for the development and enhancement of the City's parks and facilities. PROFESSIONAL SERVICES FY2007-08 FY 2008-09 FY 2008-09 FY 2009-10 44300 PS - Special Studies Actuals Adjusted Budget Projected Requested ESTIMATED RESOURCES - 134,900 134,900 - 25500 Approp Fund Balance 1,514,522 909,321 909,321 617,853 36100 Interest Revenue 53,156 40,000 22,000 10,000 TOTAL 1,567,678 949,321 931,321 627,853 PROFESSIONAL SERVICES 44300 PS - Special Studies 134,900 134,900 - - 134,900 134,900 - CAPITAL EXPENDITURES 46305 Real Estate Acquisition 150,000 150,000 46410 Capital Improvement 9,686 8,946 - 0 159,686 8,946 150,000 TRANSFERS OUT 9915-49250 Transfer to CIP Fund 658,357 240,560 169,622 65,062 Total Transfers Out 658,357 240,560 169,622 65,062 FUND BALANCE RESERVES 25500 Reserve 909,321 414,175 617,853 412,791 Total Fund Balance Res. 909,321 414,175 617,853 412,791 TOTAL 1,567,678 949,321 931,321 627,853 06/02/09 138 CITY OF DIAMOND BAR PARK & FACILITY DEVELOPMENT FD (124) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $627,853 ESTIMATED RESOURCES Approp Fund Balance (25500) Amount Budgeted: 617,853 Estimated Based on Anticipated Exp. 617,853 Interest Revenue Amount Budgeted: 10,000 Based on Experience 10,000 TOTAL EXPENDITURE BUDGET $627,853 PROFESSIONAL SERVICES Special Studies (44300) Amount Budgeted: 0 CAPITAL EXPENDITURES Real Estate Acquisition (46305) Amount Budgeted: 150,000 Purchase of Industry Property 150,000 Capital Improvements (46410) Amount Budgeted: 0 TRANSFERS OUT Transfer to CIP Fund (49250) Amount Budgeted: 65,062 25108 Syc Cyn Trail - Phase III 65,062 FUND BALANCE RESERVES Reserve -Future Capital Imp (25500) Amount Budgeted: 412,791 412,791 06/02/09 139 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Community Dev FY 2009-2010 FUND #: 125 COMMUNITY DEVELOPMENT BLOCK GRANT FUND FUND DESCRIPTION: The City receives an annual CDBG allotment from the federal government via the Community Development Commission The purpose of this grant is to fund approved community development programs and projects benefiting low and moderate income citizens. FY2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Approp Fund Balance (61,210) 0 0 0 31630 CDBG Revenue -Carry Over 61,210 130,120 31630 CDBG Revenue 511,058 682,187 398,494 370,490 31631 CDBG Revenue 107,937 TOTAL 511,058 682,187 398,494 608,547 PERSONNEL SERVICES XXXX-40010 Salaries 21,617 22,950 22,950 21,240 XXXX-40020 Over -time Wages 343 500 500 160 XXXX-40070 City Paid Benefits 333 470 470 400 XXXX-40080 Retirement 2,625 4,080 4,080 3,750 XXXX-40083 Worker's Comp. Exp. 364 380 380 250 XXXX-40084 Short/Long Term Disability 92 150 150 140 XXXX-40085 Medicare 310 350 350 320 XXXX-40090 Benefit Allotment 3,514 4,740 4,740 4,100 Total Personnel 29,198 33,620 33,620 30,360 SUPPLIES 5215-41200 Operating Supplies 700 2,412 2,412 Total Supplies 700 2,412 0 2,412 OPERATING EXPENDITURES 5215-42115 Advertising 636 650 1,010 300 5215-42355 Contributions -Com Groups 26,850 26,702 26,702 29,502 Total Operating Exp. 27,486 27,352 27,712 29,802 PROFESSIONAL SERVICES 5215-44000 Professional Services 136,218 175,623 150,000 131,287 Total Prof. Svcs. 136,218 175,623 150,000 131,287 TRANSFERS OUT 9915-49001 Transfer to Gen Fd 9915-49250 Transfer to CIP Fund 317,456 443,180 187,162 414,686 Total Transfers Out 317,456 443,180 187,162 414,686 RESERVES 31830 CDBG Resources 0 0 0 0 0 TOTAL 511,058 682,187 398,494 608,547 06/02/09 140 CITY OF DIAMOND BAR CDBG Fund (125) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $608,547 ESTIMATED RESOURCES Appropriated Fund Balance (25500) Amount Budgeted: 0 0 CDBG Revenue -Carry Over (31630) Amount Budgeted: 130,120 DBC -ADA Restroom Doors 130,120 CDBG Revenue (31630) Amount Budgeted: 370,490 Based on CDC awarded amount 370,490 CDBG-R Revenue (31631) Amount Budgeted: 107,937 Based on CDC awarded amount 107,937 TOTAL EXPENDITURE BUDGET $6os,547 PERSONNEL SERVICES Administration: Com Dev Director (D96906-09) Senior Accountant (D96906-09) Senior Program: Com Svcs - Coordinator (D96904-09) Amount Budgeted: 0.05 FT 0.05 FT 0.26 FT 7,600 5,380 17,380 30,360 SUPPLIES Operating Supplies (41200) Amount Budgeted: 2,412 City Senior Program (D96904-09) 2,412 OPERATING EXPENDITURES Advertising (42115) Amount Budgeted: 300 Public Hearing Notices (D96906-08) 300 Contributions -Com Groups (42355) Amount Budgeted: 29,502 YMCA Childcare & Day Camp (600873-09) 26,702 Senior Club Support (D96904-09) 2,800 06/02/09 141 CITY OF DIAMOND BAR CDBG Fund (125) BUDGET DISCUSSION FY09-10 Page 2 PROFESSIONAL SERVICES Amount Budgeted: 131,287 Professional Services (44000) Senior Program Liability Insurance Premiums - (D96904-09) 4,000 Contract Admin - D Cho & Assoc (D96906-09) 21,890 Home Improvement Loan Pgm (600503-09) 100,000 Contract Admin - CDBG-R 5,397 TRANSFERS -OUT Transfer Out - CIP (9915-49250) Amount Budgeted: 414,686 Curb Ramp Installation 219,566 ADA Retrofit - Stardust, Silver Tip & Longview S Miniparks 65,000 25008 Syc Cyn Pk - ADA Restrm Bldg Const 130,120 FUND BALANCE RESERVES CDBG Resources Amount Budgeted: 0 06/02/09 142 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Public Safety FY 2009-2010 FUND #: 127 NARCOTICS ASSET FORFEITURE FUND FUND DESCRIPTION: During FY1996-97, the City received Narcotics Asset Forfeiture funds from the Federal Government It is required that these funds be used to enhance drug and law enforcement activities. SUPPLIES 4411-41200 Operating Supplies 0 0 Total Supplies 0 0 0 0 PROFESSIONAL SERVICES 4411-44010 Prof Svcs -Auditing 0 Total Professional Svcs 0 0 0 0 CAPITAL OUTLAY 4411-46250 Misc Equipment 50,000 0 4,000 Total Capital Outlay 0 50,000 0 4,000 TRANSFER -OUT 9915-49001 Transfer -out -General Fund Total Transfer Out 0 0 0 FUND BALANCE RESERVE 25500 Fund Balance Reserve TOTAL 06/02/09 357,126 327,126 369,126 375,126 357,126 327,126 369,126 375,126 357,126 377,126 369,126 379,126 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Actual Requested ESTIMATED RESOURCES 31852 Asset Forfeiture Revenue 4,084 36100 Interest Revenue 14,536 20,000 12,000 10,000 25500 Fund Balance Reserve 338,506 357,126 357,126 369,126 TOTAL 357,126 377,126 369,126 379,126 SUPPLIES 4411-41200 Operating Supplies 0 0 Total Supplies 0 0 0 0 PROFESSIONAL SERVICES 4411-44010 Prof Svcs -Auditing 0 Total Professional Svcs 0 0 0 0 CAPITAL OUTLAY 4411-46250 Misc Equipment 50,000 0 4,000 Total Capital Outlay 0 50,000 0 4,000 TRANSFER -OUT 9915-49001 Transfer -out -General Fund Total Transfer Out 0 0 0 FUND BALANCE RESERVE 25500 Fund Balance Reserve TOTAL 06/02/09 357,126 327,126 369,126 375,126 357,126 327,126 369,126 375,126 357,126 377,126 369,126 379,126 CITY OF DIAMOND BAR NARCOTICS ASSET FORFEITURE FUND (127) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $379,126 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 369,126 Estimated Based on Projected 369,126 Interest Revenue (36100) Amount Budgeted: 10,000 Based on History 10,000 TOTAL EXPENDITURE BUDGET $379,126 SUPPLIES Operating Supplies (41200) Amount Budgeted: 0 PROFESSIONAL SVCS Prof Svcs -Auditing (44010) Amount Budgeted: 0 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 4,000 PC Refresh for Sheriff Staff (2) 4,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 375,126 375,126 06/02/09 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 CITIZENS OPTION FOR PUBLIC SAFETY FUND DESCRIPTION: FUND TYPE: Special Revenue FUNCTION: Public Safety FUND #: 126 The City normally receives a State COPS grant, however this FY it has been suspended. The purpose of these funds are to enhance the City's public safety budget and to fund special public safety related projects. There are some remaining funds which will be used to provide some at risk youth counseling, a contibution to Project Sister, and transfer to the General Fund to partially fund the City's contracted Law Enforcement Technician. FUND BALANCE RESERVE 25500 Fund Balance Reserve 75,302 38,902 139,269 90,569 75,302 38,902 139,269 90,569 TOTAL 235,673 75,802 177,302 240,769 06/02/09 143 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 31855 Public Safety Grant - State 115,773 100,000 100,000 36100 Interest Revenue 6,656 500 2,000 1,500 25500 Fund Balance Reserve 113,244 75,302 75,302 139,269 TOTAL 235,673 75,802 177,302 240,769 OPERATING EXPENDITURES 4411-42200 Equipment Maintenance 1,321 1,133 1,000 Total Operating Exp. 1,321 0 1,133 1,000 PROFESSIONAL SERVICES 4411-44000 Professional Svcs 4,600 6,900 6,900 6,900 Total Professional Svcs 4,600 6,900 6,900 6,900 CAPITAL OUTLAY 4411-46250 Mise Equipment 31,000 Total Capital Outlay 0 0 0 31,000 TRANSFER -OUT 9915-49001 Transfer Out -General Fund 154,450 30,000 30,000 111,300 154,450 30,000 30,000 111,300 FUND BALANCE RESERVE 25500 Fund Balance Reserve 75,302 38,902 139,269 90,569 75,302 38,902 139,269 90,569 TOTAL 235,673 75,802 177,302 240,769 06/02/09 143 CITY OF DIAMOND BAR COPS Fund (126) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $240,769 ESTIMATED RESOURCES Public Safety Grant - State (31855) Assumed State will continue to fund. Interest Revenue (36100) Amount Budgeted: Amount Budgeted: 100,000 100,000 1,500 1,500 Fund Balance Reserve Amount Budgeted: 139,269 Projected Year End Estimates 139,269 TOTAL EXPENDITURE BUDGET $240,769 OPERATING EXPENDITURES Equipment Maintenance (42200) Amount Budgeted: 1,000 1,000 Education & Training (42340) Amount Budgeted: 0 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 6,900 Project Sister 2,500 At Risk Youth Counseling 4,400 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 31,000 PC Refresh for Sheriff Staff (3) 6,000 Miscellaneous Equipment 25,000 TRANSFERS -OUT Transfer Out -General Fund (49001) Amount Budgeted: 111,300 Law Enf Tech 79,300 Fingerprinting Program 25,000 Special Ck Pts 7,000 FUND BALANCE RESERVES Amount Budgeted, 90,569 06/02/09 144 90,569 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Public Safety FY 2009-2010 FUND #: 127 NARCOTICS ASSET FORFEITURE FUND FUND DESCRIPTION: During FY1996-97, the City received Narcotics Asset Forfeiture funds from the Federal Government It is required that these funds be used to enhance drug and law enforcement activities. SUPPLIES 4411-41200 Operating Supplies Total Supplies PROFESSIONAL SERVICES 4411-44010 Prof Svcs -Auditing Total Professional Svcs CAPITAL OUTLAY 4411-46250 Misc Equipment Total Capital Outlay TRANSFER -OUT 9915-49001 Transfer -out -General Fund Total Transfer Out FUND BALANCE RESERVE 25500 Fund Balance Reserve TOTAL 06/02/09 50,000 0 4,000 0 50,000 0 4,000 357,126 327,126 369,126 375,126 357,126 327,126 369,126 375,126 357,126 377,126 369,126 379,126 145 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Actual Requested ESTIMATED RESOURCES 31852 Asset Forfeiture Revenue 4,084 36100 Interest Revenue 14,536 20,000 12,000 10,000 25500 Fund Balance Reserve 338,506 357,126 357,126 369,126 TOTAL 357,126 377,126 369,126 379,126 SUPPLIES 4411-41200 Operating Supplies Total Supplies PROFESSIONAL SERVICES 4411-44010 Prof Svcs -Auditing Total Professional Svcs CAPITAL OUTLAY 4411-46250 Misc Equipment Total Capital Outlay TRANSFER -OUT 9915-49001 Transfer -out -General Fund Total Transfer Out FUND BALANCE RESERVE 25500 Fund Balance Reserve TOTAL 06/02/09 50,000 0 4,000 0 50,000 0 4,000 357,126 327,126 369,126 375,126 357,126 327,126 369,126 375,126 357,126 377,126 369,126 379,126 145 CITY OF DIAMOND BAR NARCOTICS ASSET FORFEITURE FUND (127) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $379,126 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 369,126 Estimated Based on Projected 369,126 Interest Revenue (36100) Amount Budgeted: 10,000 Based on History 10,000 TOTAL EXPENDITURE BUDGET $379,126 SUPPLIES Operating Supplies (41200) Amount Budgeted: PROFESSIONAL SVCS Prof Svcs -Auditing (44010) Amount Budgeted: 0 CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 4,000 PC Refresh for Sheriff Staff (2) 4,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 375,126 375,126 06/02/09 146 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Public Safety FY 2009-2010 FUND #: 128 CA LAW ENFORCEMENT EQUIPMENT PROGRAM FUND FUND DESCRIPTION: During FY1999-2000, the City received California Law Enforcement Equipment Program (CLEEP) from the State. These funds are to be used to enhance equipment resources available to the City's local law enforcement agency. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 31857 CA Law Enf Equip Pgm - 36100 Interest Revenue 3,311 4,000 2,000 1,500 25500 Fund Balance Reserve 77,456 80,106 80,106 62,106 TOTAL 80,767 84,106 82,106 63,606 CONTRACT SERVICES 45401 CS -Sheriff Department - 0 0 0 0 CAPITAL OUTLAY 4411-46250 Misc Equipment 661 85,456 20,000 63,606 Total Capital Outlay 661 85,456 20,000 63,506 FUND BALANCE RESERVE 25500 Fund Balance Reserve 80,106 (1,350) 62,106 0 80,106 (1,350) 62,106 0 TOTAL 80,767 84,106 82,106 53,606 06/02/09 147 CITY OF DIAMOND BAR CA LAW ENFORCEMENT EQUIPMENT PROGRAM FUND (128) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET ESTIMATED RESOURCES $63,6D6 Approp Fund Balance Amount Budgeted: Estimated Based on Budget 62,106 62,106 CA Law Enf Equip Pgm Amount Budgeted: 0 Interest Revenue (36100) Amount Budgeted: 1,500 1,500 TOTAL EXPENDITURE BUDGET $63,606 CONTRACT SERVICES Amount Budgeted: 0 CS -Sheriff Department (45401) CAPITAL OUTLAY Misc Equipment (46250) Amount Budgeted: 63,606 High Technology Equipment Requested by Sheriffs Dept. 63,606 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 0 06/02/09 148 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Public Safety FY 2009-2010 FUND #: 129 Edward Byrne Justice Assistance Grant Fd FUND DESCRIPTION: The Edward Byrne Memorial Justice Assistance Grant Program allows states and local governments to support a broad range of activities to prevent and control crime and to improve the criminal justice system. This grant replaces the former Local Law Enforcement Block Grant program which was suspended several years ago. This year these funds will be used for special law enforcement programs such as DUI enforcement, additional school patrols and burglary patrols. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 31651 Public Safety Grant - State 55,152 36100 Interest Revenue - 25500 Fund Balance Reserve - TOTAL - - - 55,152 TRANSFER -OUT 9915-49001 Transfer Out -General Fund 55,152 0 0 0 55,152 FUND BALANCE RESERVE 25500 Fund Balance Reserve 0 0 0 0 TOTAL 0 0 0 55,152 06/02/09 149 CITY OF DIAMOND BAR Edward Byrne Justice Assistance Grant Fd BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET ESTIMATED RESOURCES $55,152 Public Safety Grant - Federal (31651) Amount Budgeted: 55,152 55,152 Interest Revenue (36100) Amount Budgeted: 0 Fund Balance Reserve Amount Budgeted: Projected Year End Estimates TOTAL EXPENDITURE BUDGET $55,152 TRANSFERS -OUT Transfer Out -General Fund (49001) Amount Budgeted: 55,152 DUI Checkpoints 15,000 Special School Patrols 15,000 Home Burglary Patrols 25,152 FUND BALANCE RESERVES Amount Budgeted: 06/02/09 151 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Landscape FY 2009-2010 FUND #: 138 LANDSCAPE MAINTENANCE - DIST #38 FUND FUND DESCRIPTION: The City is responsible for the operations of the LLAD #38 which primarily maintains the City's medians. This district was was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund accounts for this district's operations. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 2,855 1,500 3,100 3,100 25500 Approp Fund Balance 16,368 45,883 45,883 - 30300 Prop Tx -Sp Assessment 260,638 265,215 261,000 267,810 36100 Interest Revenue 676 200 300 200 39001 Transfer in - General Fund 5538-44000 Professional Services 23,745 18,657 61,070 4,000 TOTAL 277,682 335,043 325,840 329,080 OPERATING EXPENDITURES 5538-42115 Advertising 2,855 1,500 3,100 3,100 5538-42126 Utilities 104,548 165,000 165,000 165,000 5538-42210 Maint. of Grounds/Bldgs 13,562 29,000 29,000 15,000 Total Operating Exp. 120,965 195,500 197,100 183,100 PROFESSIONAL SERVICES 5538-44000 Professional Services 6,675 4,603 4,603 4,000 Total Prof. Svcs. 6,675 4,603 4,603 4,000 CONTRACT SERVICES 5538-45500 Contract Services 104,158 124,137 124,137 141,980 Total Contract Svcs. 104,158 124,137 124,137 141,980 FUND BALANCE RESERVES 25500 Reserve - Future Capital Imp 45,884 10,803 0 Total Fund Balance Res. 45,884 10,803 0 0 TOTAL 277,682 335,043 325,840 329,080 06/02/09 152 CITY OF DIAMOND BAR LLAD 38 (138) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $329,080 Amount Budgeted: ESTIMATED RESOURCES 0 District is being subsidized by General Fund Approp Fund Balance (25500) Amount Budgeted: 0 Anticipated Fund Balance Advertising (42115) Amount Budgeted: Prop Tx -Sp Assessment (30300) Amount Budgeted: 265,000 265,000 Interest Revenue Amount Budgeted: 200 Based on Experience 200 Water 158,000 Transfer In - General Fd (39001) Amount Budgeted: 63,880 To Cover Deficit - to be repaid to Gen Fd 63,880 TOTAL EXPENDITURE BUDGET $329,080 Maint. of Grounds/Bldgs (42210) PERSONNEL SERVICES Amount Budgeted: 0 District is being subsidized by General Fund Staffing. OPERATING EXPENDITURES Advertising (42115) Amount Budgeted: 3,100 Annual Updates and Public Hearing Notices 3,100 Utilities (42126) Amount Budgeted: 165,000 Water 158,000 Edison 7,000 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 15,000 As -needed Maintenance 15,000 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 4,000 Assessment Engineer 4,000 CONTRACT SERVICES Contract Services (45500) Amount Budgeted: 141,980 Contract Maintenance (Excel) 128,980 Extra gopher control contract at S. Brea Canyon Rd/along 57 Fwy 1,000 Maint. of New Areas: Prospectors at Sunset Xing; Pathfinder @ Brea Canyon Rd 12,000 FUND BALANCE RESERVES Reserve -Future Capital Imp (25500) Amount Budgeted: 0 06/02/09 153 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Landscape FY 2009-2010 FUND #: 139 LANDSCAPE MAINTENANCE - DIST. #39 FUND FUND DESCRIPTION: The City is responsible for the operations of the LLAD #39. This district was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund accounts for this district's operations. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Approp Fund Balance 55,824 11,098 11,098 - 30300 Prop Tx -Sp Assessment 161,525 164,190 164,190 164,190 36100 Interest Revenue 1,534 1,500 100 - 39001 Transfer In - General Fd 5,783 59,397 53,341 70,142 10,000 TOTAL 218,883 236,185 228,729 234,332 OPERATING EXPENDITURES 5539-42110 Printing 5539-42115 Advertising 3,333 1,500 2,565 2,600 5539-42126 Utilities 41,326 66,500 55,000 59,500 5539-42210 Maint. of Grounds/Bldgs 5,783 10,000 10,000 10,000 Total Operating Exp. 50,442 78,000 67,565 72,100 PROFESSIONAL SERVICES 5539-44000 Professional Services 6,675 5,553 5,553 5,000 Total Prof. Svcs. 6,675 5,553 5,553 5,000 CONTRACT SERVICES 5539-45500 Contract Services 123,938 139,331 139,331 139,332 5539-45519 Weed Abatement 26,730 14,255 16,280 17,900 Total Contract Svcs. 150,668 153,586 155,611 157,232 FUND BALANCE RESERVES 25500 Reserve - Future Capital Imp 11,098 (954) 0 Total Fund Balance Res. 11,098 (954) 0 0 TOTAL 218,883 236,185 228,729 234,332 06/02/09 154 CITY OF DIAMOND BAR LLAD 39 (139) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $234,332 ESTIMATED RESOURCES Approp Fund Balance (25500) Amount Budgeted: 0 Estimated Based on Projections Amount Budgeted: Prop Tx -Sp Assessment (30300) Amount Budgeted: 164,190 164,190 Interest Revenue Amount Budgeted: 0 Based on Experience 2,600 Annual Updates and Public Hearing Notices Transfer In - General Fd (39001) Amount Budgeted: 70,142 To Cover Deficit - to be repaid to Gen Fd 70,142 TOTAL EXPENDITURE BUDGET $234,332 PERSONNEL SERVICES Amount Budgeted: District is being subsidized by General Fund Staffing. OPERATING EXPENDITURES Advertising (42115) Amount Budgeted: 2,600 Annual Updates and Public Hearing Notices 2,600 Utilities (42126) Amount Budgeted: 59,500 Water 55,000 Edison 4,500 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 10,000 As -needed Maintenance 10,000 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 5,000 Assessment Engineer 5,000 CONTRACT SERVICES Contract Services (45500) Amount Budgeted: 139,332 Contract Maint - Excel 139,332 Weed Abatement (45519) Amount Budgeted: 17,900 Weed Abatement 17,900 FUND BALANCE RESERVES Reserve -Future Capital Imp (25500) Amount Budgeted: 0 06/02/09 155 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET FUNCTION: Landscape FY 2009-2010 FUND #: 141 LANDSCAPE MAINTENANCE - DIST. #41 FUND FUND DESCRIPTION: The City is responsible for the operations of the LLAD #41. This district was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund is to account for the cost of the operations of this special district. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Actual Requested ESTIMATED RESOURCES 3,324 1,500 3,440 3,500 25500 Approp Fund Balance 75,308 79,583 78,583 36,311 30300 Prop Tx -Sp Assessment 121,398 122,157 122,000 122,157 36100 Interest Revenue 3,044 2,500 1,500 1,000 39001 Transfer in - Gen Fd 5541-44000 Professional Services 6,675 4,475 8,422 5,060 TOTAL 199,750 204,240 202,083 167,890 OPERATING EXPENDITURES 5541-42115 Advertising 3,324 1,500 3,440 3,500 5541-42126 Utilities 38,959 77,000 77,000 77,000 5541-42210 Maint. of Grounds/Bldgs 8,275 10,000 10,000 10,000 Total Operating Exp. 50,558 88,500 90,440 90,500 PROFESSIONAL SERVICES 5541-44000 Professional Services 6,675 4,475 5,060 5,060 Total Prof. Svcs. 6,675 4,475 5,060 5,060 CONTRACT SERVICES 5541-45500 Contract Services 44,822 49,727 49,727 49,730 5541-45519 CS-Weed/Pest Abatement 18,112 17,677 20,545 22,600 Total Contract Svcs. 62,934 67,404 70,272 72,330 FUND BALANCE RESERVES 25500 Reserve - Future Capital Imp 79,583 43,861 36,311 0 Total Fund Balance Res. 79,583 43,861 36,311 0 TOTAL 199,750 204,240 202,083 167,890 06/02/09 156 CITY OF DIAMOND BAR LLAD 41 (141) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $167,890 Advertising (42115) Amount Budgeted: 3,500 ESTIMATED RESOURCES 3,5D0 Approp Fund Balance (25500) Amount Budgeted: 36,311 Utilities (42126) Amount Budgeted: 36,311 77,000 Water 75,000 Prop Tx -Sp Assessment (30300) Amount Budgeted: 2,000 122,157 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 122,157 10,000 As -needed Maintenance 10,000 Interest Revenue Amount Budgeted: 1,000 Based on Experience 1,000 Professional Services (44000) Amount Budgeted: 5,060 Transfer In - General Fd (39001) Amount Budgeted: 5,060 8,422 To Cover Deficit - to be repaid to Gen Fd 8,422 TOTAL EXPENDITURE BUDGET $167,890 PERSONNEL SERVICES Amount Budgeted: District is being subsidized by General Fund Staffing. OPERATING EXPENDITURES Advertising (42115) Amount Budgeted: 3,500 Annual Updates and Public Hearing Notices 3,5D0 Utilities (42126) Amount Budgeted: 77,000 Water 75,000 Edison 2,000 Maint. of Grounds/Bldgs (42210) Amount Budgeted: 10,000 As -needed Maintenance 10,000 PROFESSIONAL SERVICES Professional Services (44000) Amount Budgeted: 5,060 Assessment Engineer 5,060 CONTRACT SERVICES Contract Services (45500) Amount Budgeted: 49,730 Contract Maintenance: Excel Landscape Maint 49,730 CS-Weed/Pest Abatement (45519) Amount Budgeted: 22,600 L.A. County Ag 22,600 FUND BALANCE RESERVES Reserve -Future Capital Imp (25500) Amount Budgeted: 0 06/02/09 157 CAPITAL PROJECTS FUND 159 R m / Q 2LU m0 2CL 0Z Lu LU �/ LL 0w OIL � U � � E 0 m 0 CN 0 (D 0 I- � 2k- 0 CD a cr 20 ]§.0 /U.w �■ � �{ ■� k] ( 0 U- � \ ) $ ƒ \ E » aR@�§ i §)E } .faw_ \ �%u �0 0 W.2 > E\\22 kb)/� » CL < caE 2tƒE e-°2 §oa \ � 04 a u / k \ � 0 N 0 � 0 F - LL � � EEE kak\� �kƒƒE ;kb )§ IL IL u O$F-£2 00000onoo=N0000 288=S��o= Sg8S882r838Gg8§ ]�(/\\Lf) /'ItI—N )2«/loll 161 S CO ) \ \ k £ L W J CD k 2 \ _— { a ƒ § § z F- u 0 z -\�\\ 2 �]cui\ j o Aw§ � (D o 2 / C3 0 �0 o 82 IL �K 0) B Q� § ca co k G&t\) E nee/ n�� \ Q / EEE kak\� �kƒƒE ;kb )§ IL IL u O$F-£2 00000onoo=N0000 288=S��o= Sg8S882r838Gg8§ ]�(/\\Lf) /'ItI—N )2«/loll 161 @ k k £ §) \ Sm 2 _— ab®° § -\�\\ 2 �]cui\ j o §d§kg E == p IL 0 @,«=. -CL -_« B E CL 00 ]E § ca co k G&t\) @oo�� {6 & $\ % 2 EEE kak\� �kƒƒE ;kb )§ IL IL u O$F-£2 00000onoo=N0000 288=S��o= Sg8S882r838Gg8§ ]�(/\\Lf) /'ItI—N )2«/loll 161 CITY OF DIAMOND BAR FUND TYPE: Capital Project SPECIAL FUNDS BUDGET FUNCTION: Capital Project FY 2009-2010 FUND #: 250 CAPITAL IMPROVEMENT PROJECTS FUND FUND DESCRIPTION: This fund was created to account fot the City capital improvement projects which are not required to be accounted in independent funds. The revenues in this fund will generally come from transfer -in from other funds and have been indentified for specific capital projects. ESTIMATED RESOURCES 25500 Appropriated Fund Balance 31330 MTA - Transportation Fds 31815 Prop A - Safe Parks 31817 Prop 12 Revenue 31818 Prop 40 Revenue 31819 Rivers & Mtns Cons Grt 31820 Land & Conservation Grant 31821 Recreation Trails Grant 31835 Fed Grants - Sect 117 31840 STPL Revenue 31841 ARRA Revenue 31843 HSIP Federal Grant 31883 Hazard Elimination Pgm 31951 Misc Park Grants 34550 Developer Fees 39001 Transfer in - General Fd 39110 Transfer in - Measure R 39111 Transfer in - Gas Tax 39112 Transfer in - Prop A Trn 39113 Transfer in - Prop C Transit 39114 Transfer in - TEA 39116 Transfer in - Traf Imp Fund 39117 Transfer in - Prop 42 39119 Transfer in - TDA Fd 39120 Transfer in - Prop 1B 39122 Transfer in - Quimby 39123 Transfer in - Prop A - SPks 39124 Transfer in - Park Developmt 39125 Transfer in - CDBG TOTAL CAPITAL OUTLAY 5510-46411 Street Improvements 5510-46412 Traffic Mgt Improvements 5310-46415 Park & Rec Improvements 5510-46416 Landscape & Irrigation Imp 5310-46420 Misc. Capital Improvements 5510-46420 Misc. Capital Improvements Total Capital Outlay FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested (1,741,343) 93,650 93,650 850,000 42,710 1,004,100 220,000 421,000 65,062 125,000 5,000 92,752 5,000 97,752 198,715 198,715 169,622 136,000 1,667,368 136,000 33,170 304,020 40,418 304,020 157,537 157,537 310,858 1,770,000 37,371 125,000 1,298,390 450,000 1,004,100 220,000 220,000 125,000 5,000 5,000 5,000 70,938 658,356 250,000 169,622 250,000 1,667,368 2,991,207 2,800,633 358,208 3,910,653 10,866,614 7,485,348 310,858 144,885 90,400 90,400 60,000 39,230 50,770 50,770 869,424 1,210,791 628,876 390,000 12,340 1,319,451 819,451 500,000 28,897 290,823 190,823 200,000 459,615 579,588 521,500 570,934 9,755 9,755 37,371 1,906,713 1,298,390 450,000 1,004,100 85,640 2,646 135,640 915,174 1,572,962 605,596 70,938 658,356 240,560 169,622 65,062 317,456 443,180 187,162 414,686 3,910,653 10,866,614 7,485,348 7,059,098 2,241,015 5,124,496 4,644,824 4,220,000 1,004,100 3,096,634 1,914,321 715,000 360,532 1,572,962 605,596 1,004,532 472,473 97,086 176,211 17,560 1,072,522 223,521 1,119,566 4,271,891 10,866,614 7,485,348 7,059,098 FUND BALANCE RESERVES 25500 Reserve - Future Capital Imp (1,741,343) 0 Total Fund Balance Res. (1,741,343) 0 0 0 TOTAL 2,530,548 10,866,614 7,485,348 7,059,098 162 CITY OF DIAMOND BAR CAPITAL IMPROVEMENT PROJECTS FUND (250) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $7,059,098 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 17 MTA - Transportation Funds Amount Budgeted: 850,000 Street Improvements 85D,000 Transfers In - General: Fund (39001) Amount Budgeted: 358,208 Prop 40 Revenue (31818) Amount Budgeted: 208,208 97,752 P & R Improvements 97,752 Transfers In - Measure R Amount Budgeted: 310,858 Land & Wtr Consrvtn Grant (31820) Amount Budgeted: 310,858 136,000 P & R Improvements Amount Budgeted: 136,000 60,000 Street Improvements 60,000 Recreation Trails Grant (31821) Amount Budgeted: 304,020 P & R Improvements 304,020 Miscellaneous Improvements 125,000 Am. Recovery & Reinvestment Act (31841) Amount Budgeted: 1,770,000 Street Improvements 1,770,000 Misc Improvements 500,000 Hazard Elimination Sfty Prgm (31883) Amount Budgeted: 125,000 Miscellaneous Improvements 125,000 Developer Fees (34550) Amount Budgeted: 250,000 Traffic Management Improvements 250,000 Transfers In - General: Fund (39001) Amount Budgeted: 358,208 Street Improvements 208,208 Landscape & Irrigation Impr 150,000 Transfers In - Measure R Amount Budgeted: 310,858 Street Improvements 310,858 Transfers In - Gas Tax (39111) Amount Budgeted: 60,000 Street Improvements 60,000 Transfers In - Prop C (39113) Amount Budgeted: 390,000 Traffic Management Projects 265,000 Miscellaneous Improvements 125,000 Transfers In - ISTEA (39114) Amount Budgeted: 500,000 Street Improvement Projects Misc Improvements 500,000 Transfer In - Traffic Improvement Fd (39116) Amount Budgeted: 200,000 Traffic Management Projects 200,000 Transfers In - Prop 42 (39117) Amount Budgeted: 570,934 Street Improvement Projects 570,934 Transfer In - Prop 1B (39120) Amount Budgeted: 450,000 Street Improvement Projects 450,000 Traffic Management Projects 06/02/09 163 CITY OF DIAMOND BAR CAPITAL IMPROVEMENT PROJECTS FUND (250) BUDGET DISCUSSION FY09-10 Page 2 Transfers In - Quimby (39122) Amount Budgeted: 135,640 Park & Rec Improvements 4,220,000 135,640 1,100,000 23909 Arterial Slurry Seal - Zone 3 & 4 2,220,000 Transfers In - Safe Nbrhd Pks (39123) Amount Budgeted: 70,938 Park & Rec Improvements 715,000 70,938 250,000 22310 Neighborhood Traffic Mgt Mitigations 200,000 Transfers In - Park Dev Fund (39124) Amount Budgeted: 65,062 Park & Rec Improvements 65,062 Misc Improvements Park & Rec Improvements (5310-46415) Amount Budgeted: 1,004,532 25008 Sycamore Cyn Pk - ADA Retro Restroom Bldg 313,512 25108 Sycamore Cyn Pk - Trail Phase III (Middle Section) Transfers In - CDBG (39125) Amount Budgeted: 25208 Sycamore Cyn Pk - Trail Phase IV (Rio Lobos) 414,686 Park & Rec Improvements Washington Street Park - Design 195,120 Misc Improvements 65,000 219,566 TOTAL EXPENDITURE BUDGET $7,059,098 CAPITAL OUTLAY Street Improvements (5510-46411) Amount Budgeted: 4,220,000 01410 Slurry Seal/Overlay - Area 6 1,100,000 23909 Arterial Slurry Seal - Zone 3 & 4 2,220,000 24308 Chino Hills Parkway Rehab 900,000 Traffic Mgt Improvements (5510-46412) Amount Budgeted: 715,000 14699 Brea Cyn Cutoff @ SB 57 On/Off Ramp 250,000 22310 Neighborhood Traffic Mgt Mitigations 200,000 24806 CCN Cameras - Traffic Signal Mgt 175,000 25609 TS - Battery Backup Syst @ 5 Critical Intersections 90,000 Park & Rec Improvements (5310-46415) Amount Budgeted: 1,004,532 25008 Sycamore Cyn Pk - ADA Retro Restroom Bldg 313,512 25108 Sycamore Cyn Pk - Trail Phase III (Middle Section) 272,000 25208 Sycamore Cyn Pk - Trail Phase IV (Rio Lobos) 304,020 Washington Street Park - Design 50,000 ADA Retrofit -3 Mini Pks-Stardust, Silvertip & Lngview So 65,000 Misc Improvements Amount Budgeted: 1,119,566 School Area Curb Ramp Installation-Cstlrk/Evrgrn Sp 219,566 25408 Grand Ave Bea utifi catio n-Montefino to ECL 550,000 26109 Medians - Pathfinder btwn SR57 & BCR 250,000 Med Mods-DBB @ Post Ofc (btwn Gr & Mnttno) 100,000 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 0 06/02/09 164 INTERNAL SERVICE FUNDS 165 CITY OF DIAMOND BAR SPECIAL FUNDS BUDGET FY 2009-2010 SELF INSURANCE FUND FUND DESCRIPTION: FUND TYPE: Internal Svc FUNCTION: Self Insurance FUND #: 510 This fund was established in accordance with Resolution #89-53. The resolution states the City will establish a self-insurance reserve fund. The purpose of the fund shall be to pay all self - assumed losses and related costs. Contributions to the fund shall be pro -rata from all other City funds afforded protection under the program based upon each of the funds exposure to liability. FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Approp Fund Balance 1,103,898 1,025,011 1,025,011 923,730 36100 Interest Revenue 56,218 60,000 32,000 20,000 39001 Transfer in - General Fund 150,000 231,700 231,700 365,656 TOTAL 1,310,116 1,316,711 1,288,711 1,309,386 OTHER EXPENDITURES 4081-47200 Insurance Expenditures 4081-47210 Insurance Deposits 4081-47221 Insured Losses Total Other Exp. 285,105 231,700 231,700 117,503 133,281 133,281 248,153 285,105 364,981 364,981 365,656 FUND BALANCE RESERVE 25500 Fund Balance Reserve 1,025,011 951,730 923,730 943,730 Total Fund Balance Res. 1,025,011 951,730 923,730 943,730 TOTAL 1,310,116 1,316,711 1,288,711 1,309,386 06/02/09 166 CITY OF DIAMOND BAR SELF INSURANCE FUND (510) BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $1,309,386 ESTIMATED RESOURCES Approp Fund Balance Amount Budgeted: 923,730 Estimated Based on Projections 923,730 Interest Revenue (36100) Amount Budgeted: 20,000 Based on history 20,000 Transfer In - General Fund (39001) Amount Budgeted: 365,656 365,656 TOTAL EXPENDITURE BUDGET $1,309,386 OTHER EXPENDITURES Insurance Expenditures (47200) Amount Budgeted: 117,503 117,503 Insurance Deposits (47210) Amount Budgeted: 248,153 248,153 FUND BALANCE RESERVES Reserve (25500) Amount Budgeted: 943,730 943,730 06/02/09 167 CITY OF DIAMOND BAR FUND TYPE: Internal Svc SPECIAL FUNDS BUDGET FUNCTION: Equip Replacemt FY 2009-2010 FUND #: 520 EQUIPMENT REPLACEMENT FUND (VEHICLES) FUND DESCRIPTION: This fund was established in FY99-00 to incorporate a method for the eventual replacement of the City's rolling equipment stock or vehicles. The equipment will be capitalized over its 4090-42215 Depreciation Expense 20,800 life expectancy and the amount will be transferred into this fund from the General Fund. 19,400 19,400 FY 2007-08 FY 2008-09 FY 2008-09 FY 2009-10 19,400 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 25500 Restricted Fund Balance 66,132 41,238 41,238 21,838 25500 Unrestricted Fund Balance 191,741 222,382 222,382 247,982 36100 Investment Revenue 8,397 10,000 6,200 - 39001 Transfer in - General Fd 18,150 19,400 19,400 - TOTAL 284,420 293,020 289,220 269,820 OPERATING EXPENSE 4090-42215 Depreciation Expense 20,800 19,400 19,400 19,400 20,800 19,400 19,400 19,400 CAPITAL OUTLAY 4090-46100 Auto Equipment 0 0 0 0 0 0 0 0 FUND BALANCE RESERVE 25500 Restricted Fund Balance 41,238 21,838 21,838 2,438 25500 Unrestricted Fund Balance 222,382 251,782 247,982 247,982 Total Fund Balance Res. 263,620 273,620 269,820 250,420 TOTAL 284,420 293,020 289,220 269,820 06/02/09 168 CITY OF DIAMOND BAR VEHICLE EQUIPMENT REPLACEMENT FUND FY 2009-2010 TOTAL RESOURCE BUDGET $269,820 ESTIMATED RESOURCES Restricted Fund Balance (25500) Amount Budgeted: 21,838 Book Value of Equipment 21,838 Unrestricted Fund Balance (25500) Amount Budgeted: 247,982 Estimated Based on Projections 247,982 Interest Revenue (36100) Amount Budgeted: 0 Based on History Transfer In - General Fd (39001) 0 TOTAL EXPENDITURE BUDGET $269,820 OPERATING EXPENDITURES Depreciation Expense (4090-42215) Amount Budgeted: 19,400 19,400 CAPITAL OUTLAY Auto Equipment (46100) Amount Budgeted: 0 FUND BALANCE RESERVES Restricted Fund Balance (25500) Amount Budgeted: 2,438 Year End Book Value of Equipment 2,438 Unrestricted Fund Balance (25500) Amount Budgeted: 247,982 Based on Budget 247,982 06/02/09 169 CITY OF DIAMOND BAR FUND TYPE: Internal Svc SPECIAL FUNDS BUDGET FUNCTION: Equip Replacemt FY 2009-2010 FUND #: 530 COMPUTER EQUIPMENT REPLACEMENT FUND FUND DESCRIPTION: This fund has been established to assist the City in funding and anticipating various computer related equipment replacement and/or enhancements. The equipment will be capitalized over the life expectancy and the amount will be transferred into this fund from the General Fund. FY2007-08 FY 2008-09 FY 2008-09 FY 2009-10 Actual Adjusted Budget Projected Requested ESTIMATED RESOURCES 36100 Investment Revenue 8,382 12,000 10,000 10,000 39001 Transfer in - General Fund 174,450 159,500 159,500 50,000 25500 Restricted Fund Balance 62,700 25500 Unrestricted Fund Balance 196,030 356,005 356,005 393,505 TOTAL 378,862 527,505 525,505 516,205 OPERATING EXPENDITURES 4090-42215 Depreciation - Expense 12,375 3,300 38,250 Total Operating Exp 0 12,375 3,300 38,250 CAPITAL OUTLAY 46230 Computer Equip -Hardware 22,857 51,000 51,000 167,000 46235 Computer Equip -Software 15,000 15,000 0 Total Capital Outlay 22,857 66,000 66,000 167,000 FUND BALANCE RESERVE 25500 Restricted Fund Balance 62,700 191,450 25500 Unrestricted Fund Balance 356,005 449,130 393,505 119,505 Total Fund Balance Res. 356,005 449,130 456,205 310,955 TOTAL 378,862 527,505 525,505 516,205 06/02/09 170 CITY OF DIAMOND BAR COMPUTER EQUIPMENT REPLACEMENT FUND BUDGET DISCUSSION FY09-10 TOTAL RESOURCE BUDGET $516,205 ESTIMATED RESOURCES Interest Revenue (36100) Amount Budgeted: 10,000 10,000 Transfer In - General Fund (39001) Amount Budgeted: 50,000 Transfer limited this fiscal year due to economy 50,000 Fund Balance Reserves Amount Budgeted: 456,205 Restricted Fund Balance Reserves 62,700 Unrestricted Fund Balance Reserves 393,505 TOTAL EXPENDITURE BUDGET $516,205 OPERATING EXPENDITURES Depreciation Exp (42215) Amount Budgeted: 38,250 Exisiting Hardware 13,200 New Hardware (assumed .75 year) 25,050 CAPITAL OUTLAY Computer Equip -Hardware (46230) Amount Budgeted: 167,000 Printers - CH & DBC 3,000 Workstation refresh - Citywide (Phase 2) 82,000 Laptop refresh 7,000 Server refresh 75,000 Computer Equip -Software (46235) Amount Budgeted: 0 MS Office Refresh - Citywide (Phase 2 -included in 46230) FUND BALANCE RESERVES Restricted Fund Balance (25500) Amount Budgeted: 191,450 Fund Balance Reserves 191,450 Unrestricted Fund Balance (25500) Amount Budgeted: 119,505 Based on Budget 119,505 06/02/09 171 Study Session #2 IWCOMMUNITY DEVELOPMENT DEPARTMENT STUDY SESSION MEMORANDUM TO: Honorable Mayor and Members of the City Council FROM: Greg Gubman, AICP, Acting Community Development Director SUBJECT: Revised Draft Housing Element DATE: May 28, 2009 Last August, after a series of study sessions with the Planning Commission and City Council, staff submitted the City's draft Housing Element to the California Department of Housing and Community Development (HCD) for review. On October 21, 2008, HCD responded with a detailed comment letter (Attachment A) identifying how the draft Housing Element would need to be revised in order to receive State certification. Staff and consultant John Douglas revised the draft document, and provided the Planning Commission with an overview of the proposed revisions during a study session on April 28. the Commission for review earlier this month. Two of the key issues expanded upon in the revised draft will be discussed in detail during the City Council study session. The first is how the City proposes to accommodate and encourage the development of the 466 lower-income housing units allocated to the City under SCAG's Regional Housing Needs Assessment (RHNA). The other is how the City proposes to accommodate the establishment of at least one emergency shelter as mandated under SB 2. Enclosed is the latest version of the Draft Housing Element, which has been revised to address comments provided by HCD after its review of the previous draft. To help you review the document more efficiently, all of the revised text is printed in red. Attachment C provides a matrix which details how the draft Housing Element was revised in response to HCD's comments. Attachments: A — HCD comments on previous draft Housing Element B — Summary of City responses to HCD comments C — Revised Draft Housing Element F:/CCSTAFF/STUDY SESSION CC 6-2-09 MEMORANDUM EXHIBIT A STATE_GECALIFORNIA BUSINESS, TRANSPORTATION AND HOUSING AGENCY ARNOLD SC'HWARZFNEGGFR GovernoE DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT DIVISION OF HOUSING POLICY DEVELOPMENT 1800 Third Street, Suite 430 P. O. Box 952053 V. Sacramento, CA 94252-2053 (916) 323-3177 / FAX (916) 327-2643 www.hcd.ca.gov October 21, 2008 Mr. Greg Gubman Assistant Community Development Director City of Diamond Bar 21825 Copley Drive Diamond Bar, CA 91765 Dear Mr. Gubman: RE: Review of the City of Diamond Bar's Draft Housing Element Thank you for submitting Diamond Bar's housing element received for the Department's review on September 19, 2008. The Department is required to review draft housing elements and report the findings to the locality pursuant to Government Code Section 65585(b). A telephone conversation with you and Mr. John Douglas, the City's consultant, facilitated the review. The draft element addresses many statutory requirements; however, revisions will be necessary to comply with State housing element law (Article 10.6 of the Government Code). In particular, the element should include analyses of the adequacy of identified sites to accommodate the regional housing need for lower-income households and revise programs to address identified housing needs. The enclosed Appendix describes these and other revisions needed to comply with State housing element law. The Department hopes these comments are helpful and would be happy to arrange a meeting in either Diamond Bar or Sacramento to provide any assistance needed to facilitate your efforts to bring the element into compliance. If you have any questions or would like assistance, please contact James Johnson, of our staff, at (916) 323-7271. Sincerely, ,"b Cathy E. Creswell Deputy Director Enclosure cc: David Doyle, Assistant City Manager John Douglas, Consultant, Conexus APPENDIX CITY OF DIAMOND BAR The following changes would bring Diamond Bar's housing element into compliance with Article 10.6 of the Government Code. Accompanying each recommended change, we cite the supporting section of the Government Code. Housing element technical assistance information is available on the Department's website at www.hcd.ca. ovq /hr)d. Refer to the Division of Housing Policy Development and the section pertaining to State Housing Planning. Among other resources, the Housing Element section contains the Department's latest technical assistance tool Building Blocks for Effective Housing Elements (Building Blocks) available at http://www.hcd.ca.gov/hpd/housinq element/index.html, the Department's publication, Housing Element Questions and Answers (Qs & As), and the Government Code addressing State housing element law and other resources. A. Housing Needs, Resources, and Constraints 1. Include an analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition (Section 65583(x)(2)). While the element provides information on lower-income households overpaying, it should also include information on all households overpaying in Diamond Bar. In addition, given the extent of overpayment for lower-income renters, the element should include a specific analysis of the needs and resources available for these households. For your information, CHAS Data indicates 3,061 (38.7 percent) renters and 14,604 (34.1 percent) owners are overpaying in Diamond Bar. 2. Include an inventory of land suitable for residential development, including vacant sites and sites having the potential for redevelopment, and an analysis of the relationship of zoning and public facilities and services to these sites (Section 65583(x)(3)). The inventory of land suitable for residential development shall be used to identify sites that can be developed for housing within the planning period (Section 65583.2). Diamond Bar has a regional housing need allocation (RHNA) of 1090 units with 284 units allocated for lower-income households. The element must include parcel specific inventory of potential sites for rezoning with all relevant analysis. While the element acknowledges a shortfall of sites to accommodate the City's regional need for lower-income households and includes Program 9 (page V-7) to address the need, it still must identify and analyze the adequacy potential rezone sites. In addition, to demonstrate the adequacy of sites identified in Table B-1, the element should be revised as follows: Realistic Capacity: The element must demonstrate how the residential development capacity of sites identified were determined. If the City has established a minimum density regulation, the element may use the minimum density for the site capacity calculation. Otherwise, the element should describe the methodology used in calculation of anticipated capacity on the identified sites. For non-residential sites, the -2- residential capacity estimates should consider the extent to which non-residential uses are allowed and any performance standards. This analysis must adjust the calculation based on land-use controls and site improvements and could also incorporate typically built densities of the community. To address the identified shortfall of sites to accommodate the City's remaining regional need, particularly for lower-income households, in addition to the sites identified in the inventory, the City could consider additional strategies to increase total residential development capacity of sites within the existing City boundaries, including identifying opportunities for redevelopment or mixed-use development, such as those sites within the City's two mixed-use planning areas (page IV-2). For additional information on these strategies and needed analysis required to demonstrate the adequacy of City actions to address the City's shortfall of sites, refer to the Building Blocks' section on Sites Inventory and Analysis at http://www.hcd.ca.gov/hpd/housing elemenOSIA zoninq.php. Environmental Constraints: In the element (page IV-13), the City states a large portion of available land is located upon steep slopes, some of which have a potential for landslide hazards. The element should detail whether the sites identified in the land inventory are affected by the slopes and the impact on the supply and affordability of housing. Sites with Zoning for a Variety of Housing Types: The housing element must demonstrate the availability of sites, with appropriate zoning, that will encourage and facilitate a variety of housing types including supportive housing, emergency shelters, and transitional housing. An adequate analysis should, at a minimum, identify whether and how zoning districts explicitly allow the uses, analyze whether zoning, development standards and permit procedures encourage and facilitate these housing types. If the analysis does not demonstrate adequate zoning for these housing types, the element must include implementation actions to provide appropriate zoning. Emergency Shelters: Please note, the City must comply with Chapter 633, Statutes of 2007 (SB 2), requiring, among other things, the identification of at least one zone(s) where emergency shelters are permitted without a conditional use permit (CUP) or other discretionary action within one year of the beginning of the planning period. To address this requirement, the City could amend an existing zoning district, establish a new zoning district or an overlay zone for an existing zoning district. While the element includes zones RM, RMH and RH as areas where emergency shelters are allowed by-right or with a CUP depending on the number of persons served (page IV-4), the element must identify zones where emergency shelters will be allowed by-right regardless of size and provide information to demonstrate the appropriateness of the zone to accommodate the City's identified need for emergency shelters. For example, the zone must provide sufficient opportunities for at least one new emergency shelter in the planning period and consider opportunities available in suitable locations near services and facilities. In addition, the element must demonstrate that existing or proposed permit processing, development, and management standards encourage and facilitate the development of, or conversion to, emergency shelters. A memo on SB 2 describing the new requirements is available on the Department's website at http://www.hcd.ca.gov/hpd/sb2 memo05O7O8.pdf. -3 - Transitional and Supportive Housing: The element states transitional and supportive housing of seven or more persons requires a CUP (page IV -4). Pursuant to SB 2, transitional and supportive housing must be treated as residential use and subject to the same permitting processes as other housing in the subject zone (e.g., multifamily housing, group homes, etc.) without undue special regulatory requirements. The element must be revised to describe zones which allow these uses pursuant to State law and include any necessary program actions to allow for these uses in the identified zones within the planning period. 3. Analyze potential and actual governmental constraints upon the maintenance, improvement, and development of housing for all income levels, including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, and local processing and permit procedures. The analysis shall also demonstrate local efforts to remove governmental constraints that hinder the locality from meeting its share of the regional housing need in accordance with Section 65584 (Section 65583(a)(5)). Land Use and Controls: While the element lists zoning and development standards (page IV -4), it should also analyze these standards for their impact on the supply and affordability of housing, especially multifamily housing. For example, the element should evaluate the cumulative effect of development standards such as height limits, lot coverage, minimum floor areas, parking requirements, performance standards and minimum floor areas on the ability to achieve maximum permitted densities and on the supply and affordability of housing. In addition, the element should evaluate the impact of garage requirements for multifamily housing. Refer to the sample analysis in the Building Blocks' website at http://www.hcd.ca.gov/hpd/housing element2/CON landuse.php. Fees and Exaction: While the element provides "Planning and Development Fees" (Table IV -6), listing some planning costs, a more detailed analysis is necessary to evaluate the impact of the City's fees. This analysis should identify total typical fees (planning and impact) for both single- and multi -family housing. For additional information, please refer to the sample analysis in the Building Blocks' section on Fees and Exactions at http://www.hcd.ca.gov/hpd/housing element2/CON landuse.php. Permit Processing and Procedures: The element states a development review application is required for all developments with four or more units (page IV -10), but provides no information on the process. The element should include a detailed analysis of the development review guidelines and process, including better identifying requirements and approval procedures and analyzing the impact of the guidelines and process on housing costs and approval certainty. The analysis should also include typical approval times for single- and multi -family projects. Based on the outcomes of this analysis, the element may need to add programs to address the guidelines as a constraint. For additional information, refer to the sample analysis in the Building Blocks'section on Permit Processing and Procedures at http://www.hcd.ca.gov/hpd/housing elemenOCONpermits.php. -4- On/Off-Site Improvements: The element did not address this statutory requirement. The element must be revised to describe and analyze specific on- and off-site improvements for residential development such as requirements for street widths, sidewalks, water and sewer connections and circulation improvements required for residential developments and assess their impact on the cost and supply of housing. Constraints on Persons with Disabilities: While the element states Diamond Bar adopted the 2007 building code in which incorporate accessibility standards contained in Title 24 and a streamline review of design modification to improve accessibility, it must include a detailed analysis of zoning, development standards and approval procedures for the development of housing for persons with disabilities and include programs as appropriate to address any identified constraints. For example, among other things, the element should identify and analyze the following: Any definition of family in the zoning code. Reasonable accommodation ordinance, if so describe the process. Any siting or concentration requirements for residential care facilities. Please refer to the Building Blocks' section on Constraints for Persons with Disabilities at http://wvvw.hcd.ca.gov/hpd/housing element/screen27 sb520.pdf. 4. Analyze the opportunities for energy conservation with respect to residential development (Section 65583(x)(8)). The element includes a general description of Title 24 requirements and states as new infill development and rehabilitation activities occur the City could directly affect energy use within its jurisdiction (page III -6), but includes no information on the City's efforts to address energy conservation goals. Given the importance of promoting strategies to address climate change and energy conservation, the City's analysis could facilitate adoption of housing and land -use policies and programs in the housing element that meet housing and conservation objectives. Planning to maximize energy efficiency and the incorporation of energy conservation and green building features can contribute to reduced housing costs for homeowners and renters. For example, the element could include incentives to encourage green building techniques and materials in new and resale homes, promote energy audits and participation in utility programs, and facilitate energy conserving retrofits upon resale of homes. Additional information on potential policies and programs to address energy conservation are available in the Building Blocks' website at http://www.hcd.ca.gov/hpd/housing elemenOSIA conservation.php. 5. Analyze any special housing needs, such as those of the handicapped, elderly, large families, farmworkers, families with female heads of households, and families and person in need of emergency shelter (Section 65583(a)(7)). The identification and analysis of special needs should be expanded beyond the basic household and individual counts and general description of the various groups. The analysis must discuss the nature of the special housing need of each group in Diamond Bar as well as housing types, zoning and available resources. A thorough analysis will help identify those with the most serious housing needs to develop and prioritize responsive programs. -5 - The element indicates Diamond Bar has 1,373 female households with a significant number living below the poverty level. The City should include analysis of housing needs and opportunities for this group. • The element states 15 to 17 percent of households in Diamond Bars are large families (pages 11-20). The element should include an analysis of available housing to meet the needs of large families. In addition, while the element estimates the total homeless within San Gabriel Valley Planning Service Area (SPA) at 9,942 persons, the element must include an estimate of the proportion of those persons within the City limits. To assess the degree of unmet homeless needs, including the extent of need for emergency shelters, the estimate must consider both seasonal and year round need and should consider a variety of data sources. The element could utilize estimates from local officials, survey the identified service providers or consult with San Gabriel Valley SPA. B. Housing Programs Include a program which sets forth a five-year schedule of actions the local government is undertaking or intends to undertake to implement the policies and achieve the goals and objectives of the housing element through the administration of land -use and development controls, provision of regulatory concessions and incentives, and the utilization of appropriate federal and state financing and subsidy programs when available. The program shall include an identification of the agencies and officials responsible for the implementation of the various actions (Section 65583(c)). To fully address the program requirements of Government Code Section 65583(c)(1-6), and in order for the City's proposed housing development and assistance strategies to be effective during the planning period, all programs and corresponding actions should demonstrate the City's commitment to implementation and include: (1) definitive implementation timelines; (2) identification of responsible agencies and officials and funding; (3) quantified objectives where appropriate. Programs to be revised and strengthened include, but are not limited to the following: • Program 1: Describe the funds available for rehabilitation and the City's role in acquiring funds. How many residents will Diamond Bar refer to the County's rehabilitation loan program? How many units are estimated to be rehabilitated per year? How will the City market the availability of funds for this program? • Program 3: How will the City advertise the County's single-family home rehabilitation program? Quantify number of units to be rehabilitated annually. • Program 6: How will the City support preservation of its two mobilehome parks? -6 - Program 8: By what date will the City contact land owners with information regarding Diamond Bar's interest in developing senior and workforce housing? How will the City market the programs? How will the City assist landowners to develop the property? What regulatory concessions and financial assistance will the City provide to encourage and facilitate development of senior and workforce housing? Please refer to the Building Blocks section on Program Requirements at http://www.hcd.ca.gov/hpd/housing element2/PRO home.php. 2. Identify adequate sites which will be made available through appropriate zoning and development standards and with public services and facilities needed to facilitate and encourage the development of a variety of types of housing for all income levels, including rental housing, factory -built housing, mobilehomes, and emergency shelters and transitional housing. Where the inventory of sites, pursuant to paragraph (3) of subdivision (a), does not identify adequate sites to accommodate the need for groups of all household income levels pursuant to Section 65584, the program shall provide for sufficient sites with zoning that permits owner -occupied and rental multifamily residential use by right, including density and development standards that could accommodate and facilitate the feasibility of housing for very low- and low-income households (Section 65583(c)(1)). As noted in finding A3, the element identifies a significant shortfall of sites, particularly sites for lower-income households. For your information, where the inventory does not identify adequate sites pursuant to Government Code Sections 65583(a)(3) and 65583.2, the element must provide a program to identify sites in accordance with subdivision (h) of 65583.2 for 100 percent of the remaining lower-income housing need with sites zoned to permit owner -occupied and rental multifamily uses by -right during the planning period. While the element includes Program 9 committing the City to review vacant and underutilized parcels and identify adequate sites that are suitable for higher density development, the program must be revised to commit the City to rezoning a specific number of acres to accommodate the identified shortfall of sites by a date certain. These sites shall be zoned with minimum density and development standards that permit at least 16 units per site at a density of at least 20 units per acre. Also, at least 50 percent of the remaining need must be planned on sites that exclusively allow residential uses. In addition, the element should be revised as follows: • If the City is relying on mixed-use in Planning Areas and Specific Plans, the element should indicate how the City will encourage and facilitate development of housing in those areas. • If the City is dependent on the redevelopment of underutilized, non -vacant sites and development of second units to address the identified shortfall, the element should detail how the City will encourage such development by detailing any existing or planned financial assistance, regulatory concessions or incentives. 7 - Please note, the City must comply with recent statutory changes to State law (Chapter 633, Statutes of 2007 [SB 2]) requiring, among other things, the identification of at least one zone(s) where emergency shelters are permitted without a CUP or other discretionary action within one year of the beginning of the planning period. To address this requirement, the City could amend an existing zoning district, establish a new zoning district or overlay zone for an existing zoning district. The zone must provide sufficient opportunities for at least one new emergency shelter in the planning period, including opportunities available in suitable locations near services and facilities. In addition, the element must demonstrate that existing or proposed permit processing, development, and management standards encourage and facilitate the development of, or conversion to, emergency shelters. A technical assistance paper describing the new requirements is available at http://www.hcd.ca..qov/hpd/housing elemenOSKmemoo71708 finalxdf. 3. The housing element shall contain programs which "assist in the development of adequate housing to meet the needs of extremely low-, low- and moderate -income households (Section 65583(c)(2)). In accordance with Chapter 891, Statutes of 2006, the element must include programs to assist in the development of extremely low-income households. Programs should be modified or added to specifically assist in the development of a variety of housing types to meet the needs of extremely low-income households. In addition: The element does not include specific actions to assist in the development of a mix of housing types, including rental multifamily, for extremely low-, very low-, low- and moderate -income households, and special housing need households. The element should include programs to address identified housing needs such as overcrowding and the need for units with three or more bedrooms. Actions could include assistance with site identification and entitlement processing, fee waivers and deferrals, modifying development standards and granting concessions and incentives for projects that provide housing for lower-income households. The element indicates 11 percent of renters live in overcrowded households. The City should include program actions to facilitate or assist in the development of affordable multifamily rental units, particularly units three or more bedrooms. Actions could include assistance with site identification and entitlement processing, fee waivers and deferrals, modifying development standards and granting concessions and incentives for projects that provide housing for lower-income households. Furthermore, given the lack of available multifamily rental housing, and overcrowding among renter households, the City should consider strengthening or adding programs to specifically encourage and facilitate all types of multifamily rental housing. -8- C. Public Participation Local governments shall make a diligent effort to achieve public participation of all economic segments of the community in the development of the housing element, and the element shall describe this effort (Section 65583(c)(7)). Additional information is needed to demonstrate how the City has or will make a diligent effort to achieve the involvement all economic segments of the community through the adoption process. While the element states study sessions were conducted in the community, the element should also describe in more detail who actually attended the study sessions, how many study groups actually occurred and the nature of the input from the community and how the information was used in the housing element. The element should be revised to specifically describe the City's efforts to circulate the housing element among low- and moderate -income households and organizations that represent them and individuals and to involve such groups and persons in the development of the element. In addition, the City must make a committed effort to include residents and community stakeholders during the revision and adoption of the element in the months to come, including making the draft document available to the public for review and comment. EXHIBIT B HCD Housing Element Comments and Responses City of Diamond Bar CONEXUS -1- April 17, 2009 Housing Element Page Reference HCD Comment revised draft Response A.I. Overpayment P. II -9 Table II -8 (Overpayment by Income Category) has been expanded to include overpayment information for moderate- and above -moderate - income households by tenure. Additionally, the analysis of overpayment has been expanded to include available resources to address this issue. A.2. Sites Inventory and Analysis p. B-1/2 Additional analysis of the City's land inventory is provided in Appendix B. The P. V-8 analysis shows that there is a shortfall of sites with zoning for lower-income housing compared to the RHNA. Program 9 includes a commitment to identify and rezone at least 15.5 acres for multi -family residential development by -right at a density of 30 units/acre. - Realistic Capacity p. B-4 Table B-1 provides an estimate of the realistic capacity of potential development sites based on approved projects, pending applications and previous developments. -Environmental constraints p. B-4 Analysis of potential constraints has been added to the land inventory analysis. -Sites with Zoning for a Variety of p. IV -5 The analysis of special needs housing has been expanded in response to Housing Types HCD's comments. -Emergency Shelters p. IV -6 The analysis of emergency shelters has been expanded and Program 12 has P. V-9 been added to respond to the requirements of SB 2. -Transitional and Supportive p. IV -6 The analysis of special needs has been expanded to include transitional and Housing P. V-9 supportive housing, and Program 12 has been added in order to comply with SB 2. A.3 Land Use and Controls p. IV -5 Additional analysis has been provided in Chapter IV regarding the City's p. V-7/8 zoning and development standards and their effect on the supply and affordability of housing. Program 9 includes a commitment to identify and CONEXUS -1- April 17, 2009 City of Diamond Bar 2008 Housing Element HCD Comments and Responses CONEXUS -2- April 17, 2009 Housing Element Page Reference HCD Comment revised draff Response rezone at least 15.5 acres of land for multi -family development by -right at a density of 30 units/acre, excluding density bonus, in order to encourage and facilitate development of 463 lower-income units commensurate with the City's RHNA obligation. p. IV -8 In addition, the analysis of development standards has been expanded to P. V-10 include a review of off-street parking requirements. Program 13 has been revised to allow reduced off-street parking and carports for lower-income housing. - Fees and Exactions p. IV -14 Additional information on fees and exactions for single-family and multi- family developments has been added to the Constraints analysis. - Permit Processing and p. IV -10 through 13 HCD states that "the element ... provides no information on the process." To Procedures the contrary, the draft element contained 3 pages describing the development review process, including timelines and approving authorities. Nevertheless, additional information has been provided regarding the City's permit processing. This analysis demonstrates that these procedures are typical of most cities and do not pose an unreasonable constraint on housing supply or affordability. - On/Off-Site Improvements p. IV -14/15 Additional analysis of street improvement requirements has been provided. -Constraints on persons with p. IV -6 The Constraints chapter has been expanded to provide additional analysis disabilities p. V-12 regarding potential constraints on persons with disabilities, including definition of "family" and concentration requirements. Program 16 has been added to the Housing Action Plan to establish procedures for reasonable accommodation in the Municipal Code. A.4 Analysis of Opportunities for p. III -6 This section has been revised to include additional information on the City's Energy Conservation efforts to promote energy conservation. CONEXUS -2- April 17, 2009 City of Diamond Bar 2008 Housing Element NCD Comments and Responses CONEXUS -3- April 17, 2009 Housing Element Page Reference HCD Comment revised draft Response A.5 Analysis of Special Needs p. II -21 through 25 Additional discussion has been provided in the Needs Assessment (Chapter II) regarding programs available to address special needs groups. With regard to homeless needs, additional information has been provided regarding the needs of this group and City programs to address the need. BA Housing Programs Several of the housing programs have been revised to include more specific actions and completion dates. - Program 1 - Residential p. V-3 HCD's questions relate to Program 3 - please refer to the response below. Neighborhood Improvement Program - Program 3 - Single Family Home p. V-4 Program 3 has been revised to clarify program funding and operation, and Rehabilitation Program how the City will promote the program. - Program 6 - Mobile Home Park p. V-5 Program 6 has been revised to clarify how the program supports preservation Preservation of the City's mobile home parks. -Program 8 - Development of p. V-6/7 Program 8 already contains the information requested by HCD. Additional Senior and Workforce Housing clarification has been provided regarding how the City will publicize this program (i.e., direct mail and posting on the City website). 8.2. Adequate Sites P. I11-8 Program 9 (Land Use Element and Zoning) has been revised to clarify that sites encompassing at least 15.5 acres will be rezoned by June 2011 to allow development of at least 463 lower-income units by -right at a density of 30 units/acre. B.3. Programs to assist in p. V-6/7 Program 8 (Development of Senior and Workforce Housing) has been development of low & moderate strengthened to provide additional detail regarding the City's activities and income housing, including objectives regarding assistance in producing housing that is affordable to housing for extremely -low income lower-income households. households C. Public Participation Appendix C In response to HCD's comments, Appendix F, Public Participation Summary, has been added to the Housing Element to describe how public meetings and workshops were advertised, which groups or organizations were notified, CONEXUS -3- April 17, 2009 City of Diamond Bar 2008 Housing Element HCD Comments and Responses CONEXUS -4- April 17, 2009 Housing Element Page Reference HCD Comment revised draft) Response types of comments received, and how they were incorporated into the Housing Element_ Prior to the adoption hearing all interested parties will be given the opportunity to review the revisions. CONEXUS -4- April 17, 2009 EXHIBIT C CITY OF DIAMOND BAR 2008-2014 HOUSING ELEMENT Revised Draft June 2, 2009 City of Diamond Bar Housing Element Contents Introduction................................................................................................................................. A. Community Context ......................................... ............................................................................ I-1 B. Role of Housing Element......................................................... .......................1-2 .............................. C. Data Sources..................................................................................................................................1-4 D. Public Participation.......................................................................................................................1-4 E. Relationship to Other General Plan Elements..........................................................................1-5 II. Housing Needs Assessment...................................................................................................... II -1 A. Population Characteristics......................................................................................................... II -1 1. Population Growth Trends........................................................................................................11-1 2. Age...............................................................................................................................................11-2 3. Race and Ethnicity....................................................................................................................II-3 B. Household Characteristics..........................................................................................................11-4 1. Household Composition and Size...........................................................................................11-4 2. Housing Tenure...........................................................................................................................11-6 3. Overcrowding............................................................................................................................11-6 4. Household Income....................................................................................................................II-7 5. Overpayment.............................................................................................................................11-8 C. Employment..................................................................................................................................II-9 1. Current Employment.................................................................................................................11-9 2. Projected Job Growth............................................................................................................II-11 D. Housing Stock Characteristics..................................................................................................11-12 1. Housing Type and Growth Trends.........................................................................................11-12 2. Housing Age and Conditions .......................... ......................................................................11-14 3. Vacancy....................................................................................................................................11-16 4. Housing Cost.............................................................................................................................11-17 E. Special Needs.............................................................................................................................11-20 1. Persons with Disabilities...........................................................................................................11-20 2. Elderly.........................................................................................................................................11-21 3. Large Households....................................................................................................................11-21 4. Female -Headed Households.................................................................................................11-23 5. Farm Workers............................................................................................................................11-23 6. Homeless Persons.....................................................................................................................11-24 F. Assisted Housing at Risk of Conversion...................................................................................11-25 1. Inventory of Assisted Units......................................................................................................11-25 2. Units at Risk of Conversion......................................................................................................11-26 G. Future Growth Needs................................................................................................................11-26 1. Overview of the Regional Housing Needs Assessment .......... ..................... ....... .............. 11-26 2. 2006-2014 Diamond Bar Growth Needs..............................................................................11-26 III. Resources and Opportunities................................................................................................. III -1 A. Land Resources............................................................................................................................III-1 1. Regional Growth Needs - 2006-2014....................................................................................III-1 2. Inventory of Sites for Housing Development........................................................................III-2 B. Financial and Administrative Resources.................................................................................III-3 1. State and Federal Resources.................................................................................................III-3 2. Local Resources........................................................................................................................111-4 C. Energy Conservation Opportunities......................................................................................... III -6 IV. Constraints.................................................................................................................................IV-1 A. Governmental Constraints....................................................................................................... IV -1 1. Land Use Plans and Regulations...........................................................................................IV-1 Conexus i Revised Draft - June 2, 2009 City of Diamond Bar Housing Element 2. Development Processing Procedures...............................................................................IV-10 3. Development Fees and Improvement Requirements....................................................IV-13 B. Non -Governmental Constraints............................................................................................ IV -15 1. Environmental Constraints...................................................................................................IV-15 2. Infrastructure Constraints......................................................................................................IV-17 3. Land Costs..............................................................................................................................IV-17 4. Construction Costs................................................................................................................IV-18 5. Cost and Availability of Financing.....................................................................................IV-18 C. Fair Housing............................................................................................................................... IV -19 V. Housing Action Plan..................................................................................................................V-1 A. Goals and Policies...................................................................................................................... V-1 B. Housing Programs....................................................................................................................... V-3 Conserving the Existing Supply of Affordable Housing.................................................................V-3 1. Residential Neighborhood Improvement Program............................................................V-3 2. Home Improvement and "Paint the Town".........................................................................V-4 3. Single -Family Rehabilitation Program...................................................................................V-4 4. Section 8 Rental Assistance Program...................................................................................V-4 5. Preservation of Assisted Housing............................................................................................V-5 6. Mobile Home Park Preservation.............................................................................................V-5 Assisting in the Provision of Housing.................................................................................................V-5 7. First -Time Homebuyer Assistance Programs.........................................................................V-6 8. Development of Senior and Workforce Housing................................................................V-6 Providing Adequate Housing Sites to Achieve a Variety and Diversity of Housing................V-8 9. Land Use Element.....................................................................................................................V-8 10. Mixed Use Development.........................................................................................................V-8 11. Second Units..............................................................................................................................V-9 Removing Governmental Constraints.............................................................................................V-9 12. Affordable Housing Incentives/Density Bonus..................................................................V-10 13. Efficient Project Processing...................................................................................................V-11 Promoting Equal Housing Opportunities .................................. ..................................................... V-11 14. Fair Housing Program ............................................ ................................................................. V-1 1 Appendix A - Evaluation of the Prior Housing Element............................................................... A-1 Appendix B - Residential Land Inventory ...................................................................................... B-1 Appendix C - Inventory of Homeless and Transitional Housing Facilities ................................. C-1 AppendixD -Public Works Fees...................................................................................................... D-1 Conexus ii Revised Draft - June 2, 2009 City of Diamond Bar Housing Element List of Tables Table II -1 Population Trends 1990-2007 - Diamond Bar vs. Los Angeles County ..........................II -2 Table II -2 Age Distribution - Diamond Bar vs. Los Angeles County.................................................II-3 Table II -3 Race/Ethnicity - Diamond Bar vs. Los Angeles County...................................................II-4 Table II -4 Household Composition - Diamond Bar vs. Los Angeles County .................................. II -5 Table II -5 Household Tenure - Diamond Bar vs. Los Angeles County.............................................11-6 Table II -6 Overcrowding - Diamond Bar vs. Los Angeles County...................................................II-7 Table II -7 Median Household Income - Los Angeles County and Selected Cities ...................... 11-8 Table II -8 Overpayment by Income Category - Diamond Bar.......................................................II-9 Table II -9 Labor Force Characteristics - Diamond Bar vs. Los Angeles County ......................... 11-10 Table II -10 Employment by Occupation - Diamond Bar.................................................................. II -10 Table II -1 1 Job Location for Diamond Bar Residents.........................................................................11-10 Table II -12 Projected Job Growth by Occupation - 2004-2014 Los Angeles -Long Beach -Glendale Metropolitan Statistical Area...............................................................11-12 Table II -13 Housing by Type, 2000-2007 - Diamond Bar vs. Los Angeles County .........................II -13 Table II -14 Age of Housing Stock by Tenure - Diamond Bar vs. Los Angeles County .................11-14 Table II -15 Kitchen and Plumbing Facilities by Tenure - Diamond Bar vs. Los Angeles County.....................................................................................................................................1I-15 Table 11-16 Residential Neighborhoods with Housing Rehabilitation Needs..................................11-16 Table 11-17 Housing Vacancy Rates - Diamond Bar vs. Los Angeles County................................11-16 Table II -18 Income Categories and Affordable Housing Costs - Los Angeles County...............11-17 Table II -19 Housing Sales Price Distribution, 2006-07 - Diamond Bar..............................................II-18 Table II -20 Rental Market Summary (2007) - Diamond Bar..............................................................11-19 Table II -21 Persons with Disabilities by Age - Diamond Bar..............................................................11-20 Table 11-22 Elderly Households by Tenure - Diamond Bar.................................................................11-21 Table II -23 Household Size by Tenure - Diamond Bar........................................................................11-22 Table II -24 Household Type by Tenure - Diamond Bar......................................................................11-23 Table II -25 Agricultural Employment.....................................................................................................II-23 Table 11-26 Homeless Estimates by Service Planning Area................................................................II-24 Table 11-27 Regional Housing Growth Needs - Diamond Bar...........................................................11-26 Table III -1 Net Remaining RHNA - Diamond Bar................................................................................ III -2 Table I11-2 Land Inventory Summary - Diamond Bar..........................................................................111-2 Table IV -1 Residential Land Use Categories - Diamond Bar General Plan .................................. IV -2 Table IV -2 Residential Development Standards................................................................................. IV -4 Table IV -3 Permitted Residential Development by Zoning District ................................................. IV -4 Table IV -4 Residential Parking Requirements ........................ .............................................................. IV -8 Table IV -5 Review Authority for Residential Development............................................................. IV -1 1 Table IV -6 Planning and Development Fees - 2008........................................................................ IV -14 Table V-1 Housing Implementation Program Summary ..................................................................V-13 Table V-2 Quantified Objectives, 2008-2014 City of Diamond Bar...............................................V-15 Conexus iii Revised Draft - June 2, 2009 City of Diamond Bar Housing Element List of Figures Figure 1-1 Regional Location - Diamond Bar........................................................................................1-3 Figure II -1 Population Growth - Diamond Bar vs. Los Angeles County...........................................11-2 Figure II -2 Age Distribution - Diamond Bar vs. Los Angeles County ................................................ II -3 Figure II -3 Race/Ethnicity - Diamond Bar vs. Los Angeles County .................................................. I1-4 Figure II -4 Household Composition - Diamond Bar vs. Los Angeles County ................................. II -5 Figure II -5 Household Tenure - Diamond Bar vs. Los Angeles County ............................................ II -6 Figure II -6 Overcrowding - Diamond Bar vs. Los Angeles County ................................................... II -7 Figure 11-7 Median Household Income - Los Angeles County and Selected Cities ...................... II -8 Figure II -8 Housing by Type, 2007 - Diamond Bar vs. Los Angeles County ................................... II -13 Figure II -9 Age of Housing Stock by Tenure - Diamond Bar vs. Los Angeles County.................11-15 Figure 11-10 Rental Market Summary - Diamond Bar.......................................................................... II -19 Figure 11-11 Household Size by Tenure - Diamond Bar........................................................................11-22 Figure IV -1 Environmental Constraints................................................................................................. IV -16 Conexus iv Revised Draft - June 2, 2009 City of Diamond Bar Housing Element I. Introduction I. INTRODUCTION A. Community Context The City of Diamond Bar is located in the southeast corner of Los Angeles County, at the intersection of Los Angeles, Orange, and San Bernardino Counties. The City is situated at the eastern end of the East San Gabriel Valley, adjacent to State Routes 57 and 60 ("Pomona Freeway") as shown in Figure 1. Diamond Bar began as Rancho Los Nogales (Rancho of the Walnut Trees) after a Spanish land grant in 1840. At its height, it was one of the largest cattle and walnut ranches in Southern California. Until the mid -20th century, this land was alternately combined and divided for various agricultural uses. In 1956, the Christiana Oil Corporation and the Capital Oil Company, a subsidiary of the Transamerica Corporation, purchased the Diamond Bar Ranch. A comprehensive development plan was prepared and approved, making Diamond Bar one of the first master -planned communities in Los Angeles County. During the 1960s, suburban development spread eastward from the Los Angeles basin, stimulating local housing and population growth as Diamond Bar's open hillsides were replaced with homes. Despite its initial conception as a master -planned community, Diamond Bar was not developed in an orchestrated manner while it remained an unincorporated community. In March 1989, local voters approved incorporation in order to assert stricter control over local development. On April 18, 1989, Diamond Bar became the 861h city in Los Angeles County, and by 2007 had grown to a population of about 60,000 with approximately 18,000 housing units. The ethnic composition of Diamond Bar is distinctly different from Los Angeles County as a whole. The 2000 Census revealed that the City's demographic makeup included 43% Asian and 31 % white, compared to 12% and 31 %, respectively, in Los Angeles County. Hispanics comprised about 19% of the City's residents, compared to 45% countywide. The City's population is aging; between 1980 and 2000, the median age for Diamond Bar increased from 27.5 years to 36.5 years. The senior population also grew; the share of the population aged 65 years and above increased from 2% to over 10% in 2000. In terms of actual numbers, the senior population increased from approximately 600 persons in 1980 to over 4,200 persons in 2000. It is anticipated that the City will continue -to experience growth in its senior population as the post -World War II "Baby Boom" generation' reaches retirement age. In contrast to the size of its population, Diamond Bar has a relatively small employment base. In 2000 there were approximately 16,000 jobs in the City compared to about 18,000 housing units. Major employers include Allstate Insurance, Travelers Insurance, South Coast Air Quality Management District, and the Walnut Valley Unified School District. While the City actually lost jobs during the early 1990s like many California communities hit by recession, the Southern California Association of Governments projects a significant increase in employment between 2000 and 2020. ' " Baby Boomers" are those born between 1946 and 1964. In 2008, the first Boomers reached age 62. Conexus 1-1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element I. Introduction Diamond Bar offers a variety of housing choices. Single-family detached homes account for about 71% of all units, while multi -family units, including condominiums and apart- ments, constitute about 28% of the housing stock. The City also contains two mobile home parks, which comprise the remaining 2% of the housing stock. The housing stock generally is in good physical condition. However, four older single-family neighborhoods with units constructed during the 1960s and 1970s are showing signs of aging and deferred maintenance and could be the focus for potential housing rehabilitation programs. The City has one assisted housing project, The Seasons Apartments, providing 149 senior housing units, all of which are reserved for low- and moderate -income households. Housing prices for Diamond Bar remain relatively high with the median price of a resale single-family home at approximately $650,000 and median price for condominiums at approximately $370,000. Although there are relatively few apartments in Diamond Bar, representative rents for 2-bedroom/1-bath apartments are about $1,550 per month. Most of the easily buildable land in the City has already been developed, and much of the remaining land is exposed to a variety of geotechnical and topographic conditions that may constrain the development of lower-p(ced homes. In addition, inadequate infrastructure may also act as a constraint to residential development. The majority of future residential growth in Diamond Bar will occur in the underdeveloped northeast and southern areas. Over 700 acres of the Tres Hermanos Ranch falls within the City and is anticipated to include some multi -family housing on areas of moderate slope. In addition, approximately 100 acres of the Crestline/Diamond Canyon area located at the southwest side of the City is within the City's sphere of influence. The City has processed an annexation request for the Crestline/Diamond Canyon area with the Los Angeles Local Agency Formation Commission (LAFCO) to annex the area consisting of 150 single- family homes. B. Role of Housing Element Diamond Bar is faced with various important housing issues that include a balance between employment and housing opportunities, a match between the supply of and demand for housing, preserving and enhancing affordability for all segments of the population, preserving the quality of the housing stock, and providing new types of housing necessary to accomn)odate growth and the changing population. This Housing Element provides policies and programs to address these issues. Diamond Bar's Housing Element is a six-year plan for the period 2008 to 2014, unlike other General Plan elements which typically cover a 10- to 20 -year planning horizon. This Housing Element identifies strategies and programs that focus on: 1) conserving and improving existing affordable housing; 2) providing adequate housing sites; 3) assisting in the development of affordable housing; 4) removing governmental and other constraints to the housing development; and 5) promoting equal housing opportunities. Conexus 1-2 Revised Draft —June 2, 2009 ICity of Diamond Bar Housing Element I. Introduction Figure 1-1 Regional Location - Diamond Bar Conexus 1-3 Revised Draft — June 2, 2009 IML i s2sa, i PC3MONA�] I LOS ANGELES I COUNTY p©Z4110NA WALNUT C7M7 RIO ---� CITY OF EST OVINA DIA CHINO HILLS CHINO t Aoyscout 42 SAN BERNARDINO SR2A `•� COUNrY er�A •., i — YORDA • a LINDA, PLACENTIA �'* _ •_i NN 9i Sta •�' NAHEIM w, ORANOE COUNTY Conexus 1-3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element I. Introduction The Diamond Bar Housing Element consists of the following major components: • An analysis of the City's demographic and housing characteristics and trends (Chapter II); • An evaluation of resources and opportunities available to address housing issues (Chapter III); • A review of potential market, governmental, and environmental constraints to meeting the City's identified housing needs (Chapter IV); • The Housing Action Plan for the 2008-2014 planning period (Chapter V); and • A review of the City's accomplishments during the previous planning period (Appendix A). • A detailed inventory of the suitable sites for housing development (Appendix B) C. Data Sources In preparing the Housing Element, various sources of information were consulted. The 2000 Census provides the basis for population and household characteristics. Although dated, the Census remains the most comprehensive and widely accepted source of information on demographic characteristics. Other sources of information are used to supplement and provide reliable updates of the 2000 Census, and include: • Population and demographic data provided by the State Department of Finance; • Housing market information, such as home sales, rents, and vacancies; • Local and County public and nonprofit agency information on special needs populations, services available to them, and gaps in the system; • Information on housing conditions based on City planning and code enforcement activities. D. Public Participation Residents, businesses and interest groups participated in the City's Housing Element update process and were an important component of the overall program. The Planning Commission conducted public study sessions to review the preliminary draft element. These study sessions were advertised to the public through the normal public notice procedures. Copies of the preliminary draft Element were disseminated for review throughout the community at locations including City Hall, Diamond Bar Public Library and the City's website. In order to make citizens aware of the availability of the Housing Element, the City placed advertisements in two daily publications, the Inland Valley Daily and the San Gabriel Valley News. Conexus 1-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element I. Introduction Following the public study session meetings, the draft Housing Element was submitted to the State Department of Housing and Community Development (HCD) for review. The element was then revised to respond to HCD comments and the draft element was reviewed at public hearings held before the Planning Commission and the City Council prior to final adoption. Notices of all public hearings were posted in the local newspaper and meetings are televised to provide broader outreach to the community. E. Relationship to Other General Plan Elements The City of Diamond Bar General Plan consists of six elements: 1) Land Use; 2) Housing; 3) Resource Management; 4) Public Health and Safety; 5) Circulation; and 6) Public Services and Facilities. This Housing Element builds upon the other General Plan elements and is consistent with the policies and proposals set forth by the Plan. Examples of inter - element consistency include: residential development capacities established in the Land Use Element are incorporated within the Housing Element, and the discussion of environmental constraints in the Housing Element is based upon information from the Resource Management and Public Health and Safety elements. As the General Plan is amended over time, the Housing Element will be reviewed for consistency, and amended as necessary to maintain an internally consistent Plan. SB 1087 of 2005 requires cities to provide a copy of their Housing Elements to local water and sewer providers, and also requires that these agencies provide priority hookups for developments with lower-income housing. The draft Housing Element was provided to these agencies for review, and was again provided to them upon City Council adoption. Conexus 1-5 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment II. HOUSING NEEDS ASSESSMENT Diamond Bar lies in southeastern Los Angeles County, approximately 28 miles east of Los Angeles. Diamond Bar's recorded history began with a Mexican land grant. On March 30, 1840, Governor Juan Alvarado deeded 4,340 acres, which included Brea Canyon and the eastern Walnut Valley, to Jose de la Luz Linares, who founded Rancho Los Nogales, or Ranch of the Walnut Trees. Over time, and as the United States government took over California, Rancho Los Nogales was divided and sold into multiple land ranches, the largest of which was the Diamond Bar Ranch. The entire Diamond Bar Ranch was acquired by the Transamerica Corporation in the 1950s for the purpose of developing one of the nation's first master -planned communities, named Diamond Bar. The City of Diamond Bar was incorporated on April 18, 1989, and by 2007 had a population of approximately 60,207. Diamond Bar is approximately 14.9 square miles in area and is surrounded by the cities of Pomona to the north, Industry to the northwest, the unincorporated community of Rowland Heights to the west, the Firestone Boy Scout Reservation in unincorporated Los Angeles County to the south, and Chino Hills to the east. The population's median household income in 2000 was $68,871. The 2000 Censusz indicated Diamond Bar's median household income was 63% higher than that of Los Angeles County ($42,189) and 50% higher than California as a whole ($47,493). This chapter examines general population and household characteristics and trends, such as age, race and ethnicity, employment, household composition and size, household income, and special needs. Characteristics of the existing housing stock (e.g., number of units and type, tenure, age and condition, costs) are also addressed. Finally, the City's projected housing growth needs based on the 2007 Regional Housing Needs Assessment (RHNA) are examined. The Housing Needs Assessment utilizes the most recent data from the 2000 U.S. Census3, California Department of Finance (DOF), California Employment Development Depart- ment (EDD), Southern California Association of Governments (SCAG) and other relevant sources. Supplemental data was obtained through field surveys and from private vendors. A. Population Characteristics 1. Population Growth Trends Diamond Bar was incorporated in 1989 with much of its territory already developed. From 1990 to 2000, the City's population grew by approximately 4.9%. From 2000 to 2007 the City grew about 7% to an estimated population of 60,207 (see Table II -1 and Figure II -1). The City's 2007 population represents approximately 0.6% of the county's total population of 10,331,939. 2000 Census, SF3 Table P53 3 Although some more recent Census estimates exist, the 2000 Decennial Census is the most widely - accepted benchmark for demographic analysis. Conexus II -1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -1 Population Trends 1990-2007 — Diamond Bar vs. Los Angeles County Sources: 2000 Census; Calif. Dept. of Finance Table E-1 (2007) Figure II -1 Population Growth - Diamond Bar vs. Los Angeles County 188% 16% t I 14`%b t l N 12 u�u = 10% V 8%IR r..' 6% 0% 1990-2000 2000-2007 1990-2007 © Diamond Bar w Los Angeles County Sources: US Census 2000, California Department of Finance Table E-1(2007) 2. Age Housing needs are influenced by the age characteristics of the population. Different age groups require different accommodations based on lifestyle, family type, income level, and housing preference. Table II -2 and Figure 11-2 provide a comparison of the City's and county's population by age group in 2000. This table shows that Diamond Bar is a family- oriented City, with children under 18 representing 38% of the population. A striking statistic is the proportion of young adults (25-44), which is less than 2% of the City's population compared to 33% of the county as a whole. The median age of the City's population is approximately 4.5 years older than the county median. Conexus II -2 Revised Draft — June 2, 2009 Growth Growth 1990 2000 2007 1990-2000 2000.2007 Diamond Bar 53,672 56,287 60,207 4.9% 7.0% Los Angeles County 8,863,164 9,519,338 10,331,939 7.4% 8.5% Sources: 2000 Census; Calif. Dept. of Finance Table E-1 (2007) Figure II -1 Population Growth - Diamond Bar vs. Los Angeles County 188% 16% t I 14`%b t l N 12 u�u = 10% V 8%IR r..' 6% 0% 1990-2000 2000-2007 1990-2007 © Diamond Bar w Los Angeles County Sources: US Census 2000, California Department of Finance Table E-1(2007) 2. Age Housing needs are influenced by the age characteristics of the population. Different age groups require different accommodations based on lifestyle, family type, income level, and housing preference. Table II -2 and Figure 11-2 provide a comparison of the City's and county's population by age group in 2000. This table shows that Diamond Bar is a family- oriented City, with children under 18 representing 38% of the population. A striking statistic is the proportion of young adults (25-44), which is less than 2% of the City's population compared to 33% of the county as a whole. The median age of the City's population is approximately 4.5 years older than the county median. Conexus II -2 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table 11-2 Age Distribution - Diamond Bar vs. Los Angeles County Source: 2000 Census, Table QT -P1 Figure II -2 Age Distribution - Diamond Bar vs. Los Angeles County 40% Diamond Bar Los Angeles County Age Group Persons % Persons % Under 18 years 15,183 37.7% 2,667,976 28.0% 18 to 24 years 4,956 12.3% 980,657 10.3% 25 to 44 years 641 1.6% 31099,200 32.6% 45 to 64 years 15,295 38.0% 1,844,832 19.4% 65 to 74 years 2,636 6.5% 492,833 5.2% 75 to 84 1,286 3.2% 324,693 3.4% 85 and over 291 0.7% 109,147 1.1% Total 40,288 100.0% 9,519,338 100.0% Median Age 36.5 32.0 Source: 2000 Census, Table QT -P1 Figure II -2 Age Distribution - Diamond Bar vs. Los Angeles County 40% 35`Jo 30% i i 25°.0 I � I O 20 U + � 5 0 IS% c 10°r F . L 1� a 5%., I a 0% Under 18 18 to 24 25 to 44 45 to 64 65 to 74 75 to 84 85 years and years years years years years years older Age Group N Diamond Bar W Los Angeles County 3. Race and Ethnicity The racial and ethnic composition of the City differs significantly from the county's demographic make up. For example, approximately 43% of City residents are Asian, contrasted with 12% for the county as a whole. Non -Hispanic Whites make up the next largest percentage of the population at 31%, which is similar to the county. The percentage of Hispanics or Latinos residing in the City is 18.5%, substantially less than the 45% in the county as a whole (Table II -3 and Figure II -3). Conexus II -3 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -3 Race/Ethnicity — Diamond Bar vs. Los Angeles County sources: zuuu uensus,sr i I axle u I -rs Figure 11-3 Race/Ethnicity - Diamond Bar vs. Los Angeles County Diamond Bar Los Angeles County Persons % Persons % Not Hispanic or Latino 45,894 81.5% 5,277,125 55.4% -White 17,471 31.0% 2,959,614 31.1% -Black or African American 2,624 4.7% 901,472 9.5% -American Indian/Alaska Native 98 0.20% 25,609 0.311/6 -Asian 23,922 42.5% 1,124,569 11.8% -Native Hawaiian/Pacific Islander 62 0.1% 23,265 0.2% -Other races or 2+ races 1,717 3.1% 242,596 2.5% Hispanic or Latino (any race) 10,393 1 18.5% 4,242,213 1 44.6% Total 56,287 1 100.0% 9,519,338 1 100.0% sources: zuuu uensus,sr i I axle u I -rs Figure 11-3 Race/Ethnicity - Diamond Bar vs. Los Angeles County B. Household Characteristics 1. Household Composition and Size Household characteristics are important indicators of the type and size of housing needed in a city. The Census defines a "household" as all persons occupying a housing unit, which may include single persons living alone, families related through marriage or Conexus II -4 Revised Draft — June 2, 2009 soy - 40% ip 35% [ 12 30% o ( 2s% 20% a� ? a ss% 10% si -- a Not Hispanicor Not Hispanicor Not Hispanmor Not Hispanicor Not Hispanicor Not Hispanicor Hispanic or Latino Latino -White Latino-Wackor Latino -Am. Latino -Asian Latino -Native Latino - Other or 2+ (anyrace) Afr. Am. Indian/Alaska Hawaiian/Pacific races Native Islander o Diamond Bar U Los Angeles County B. Household Characteristics 1. Household Composition and Size Household characteristics are important indicators of the type and size of housing needed in a city. The Census defines a "household" as all persons occupying a housing unit, which may include single persons living alone, families related through marriage or Conexus II -4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment blood, -or unrelated persons sharing a single unit. Persons in group quarters such as dormitories, retirement or convalescent homes, or other group living situations are included in population totals but are not considered households. Table II -4 and Figure II -4 provide a comparison of households by type for the City and Los Angeles County as a whole as reported in the 2000 Census. Family households comprised approximately 84% of all households in the City, about 16 percentage points higher than the county composition of 68% of all households. There are far fewer non -family households in Diamond Bar than the County as a whole (16.1 % City vs. 31.8% county) as well as singles living alone (12.5% City vs. 24.67o county). The City's average household size of 3.18 is slightly higher than Los Angeles County as a whole (2.98). These statistics suggest that that the need for large units in Diamond Bar may be slightly higher than other areas of the county. Table II -4 Household Composition — Diamond Bar vs. Los Angeles County Sources: US Census 2000, SF1 Tables P18 & H-12 Figure 11-4 Household Composition — Diamond Bar vs. Los Angeles County Diamond Bar Los Angeles County Type Households % Households % Total Households 17,651 100.0% 3,133,774 100.0% Families 14,801 83.9% 2,136,977 68.2% -w/children under 18 6,537 37.0% 811,522 25.9% Non -family households 2,850 16.1% 996,797 31.8% -single living alone 2,201 12.5% 771,584 24.6% Average household size 3.18 2.98 Sources: US Census 2000, SF1 Tables P18 & H-12 Figure 11-4 Household Composition — Diamond Bar vs. Los Angeles County Conexus II -5 Revised Draft — June 2, 2009 90% 80% 70% F0- 60% r - C 50% ami vaim 40% a — 20 10% Mai 0% Families Families with Non -Family Non -Family - Singles children under 18 livingalone ® Diamond Bar hi Los Angeles County Conexus II -5 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment 2. Housing Tenure Housing tenure (owner vs. renter) is an important indicator of the housing market. Communities need an adequate supply of units available both for rent and for sale in order to accommodate a range of households with varying income, family size and composition, and lifestyle. Table II -5 and Figure II -5 provide a comparison of the number of owner -occupied and renter -occupied units in the City in 2000 as compared to the county as a whole. It reveals that the level of homeownership for the City (83%) is much higher than that for the county as a whole. Table 11-5 Household Tenure - Diamond Bar vs. Los Angeles County Tenure Diamond Bar Los Angeles County Units % Units % Owner Occupied Renter Occupied 14,596 3,050 83% 17% 1,499,694 1,634,080 48% 52% Total occupied units 17,646 100% 1 3,133,774 100% Source: 2000 Census, QT -H7 Figure II -5 Household Tenure - Diamond Bar vs. Los Angeles County 90% 80% -0 70% 60% -0 50% i 3 c 40% i - u 30% j 10% - -- V 0% Owner Occupied Renter Occupied 6 Diamond Bar W Los Angeles County 3. Overcrowding Overcrowding is often closely related to household income and the cost of housing. The U.S. Census Bureau considers a household to be overcrowded when there is more than one person per room, excluding bathrooms and kitchens, and severely overcrowded when there are more than 1.5 occupants per room. Table II -6 and Figure II -6 summarize Conexus II -6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment the incidence of overcrowding for Diamond Bar as compared to Los Angeles County as a whole. Table II -6 Overcrowding - Diamond Bar vs. los Angeles County Household Type Diamond Bar Los Angeles County Households Percent Households Percent Owner -Occupied 14,596 100.0% 1,499,694 100.0% Overcrowded 745 5.1% 92,678 6.2% Severely overcrowded 276 1.9% 111,667 7.4% Renter -Occupied Overcrowded 3,050 336 100.0% 11.0% 1,634,080 156,416 100.0% 9.6% Severely overcrowded 221 7.2% 359,608 22.0% auuruu. cuuu census, ars i axle nzu Figure II -6 Overcrowding - Diamond Bar vs. Los Angeles County As of 2000, overcrowding was more prevalent among renters than for owner -occupied units. Approximately 18% of the City's renter -occupied households were overcrowded compared to 7% of owner -occupied households. 4. Household Income Household income is a primary factor affecting housing needs in a community. According to the 2000 Census, the median household income in Diamond Bar was $68,871, approximately 63% higher than the Los Angeles County median income of $42,189 (Table II -7 and Figure II -7). Conexus II -7 Revised Draft - June 2, 2009 l00% 90% 80% 70% $ wO 60% o � c 50% ar i 40% d 0- 30% 20% 10% Owner Occupied- Owner Occupied- Owner Occupied- Renter Occupied- Renter Occupied- RenterOccupied- Overcrowded Severely Not Overcrowded Overcrowded Severely Not Overcrowded Overcrowded Overcrowded o Diamond Bar W Los Angeles County As of 2000, overcrowding was more prevalent among renters than for owner -occupied units. Approximately 18% of the City's renter -occupied households were overcrowded compared to 7% of owner -occupied households. 4. Household Income Household income is a primary factor affecting housing needs in a community. According to the 2000 Census, the median household income in Diamond Bar was $68,871, approximately 63% higher than the Los Angeles County median income of $42,189 (Table II -7 and Figure II -7). Conexus II -7 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -7 Median Household Income - Los Angeles County and Selected Cities Source: 2000 Census, SF3 Table P53 Figure II -7 Median Household Income - Los Angeles County and Selected Cities $120,000 $101,080 $100,000 $81,01s $80,000 ' $62,885 $60,000 $41,222 $40,021 $42,189 $40,000 $20,000 _._. _... $0 mord 0�Ca Sam p Co R`aSe4tGo\�auScN �aQ uerte P o�o�e es�rN O � a\A 'N mos Pry Jurisdiction 5. Overpayment According to state housing policy, overpaying occurs when housing costs exceed 30% of gross household income. Table I1-6 displays estimates for overpayment in 1999 by lower- income households. According to SCAG, 53.7% of all lower-income renter households and 66.4% of all lower-income owner households in Diamond Bar were overpaying for housing. Very -low-income owners appeared to suffer the greatest cost burden, with 75.7% of this category overpaying for housing. Although homeowners enjoy income and property fax deductions and other benefits that help to compensate for high housing costs, lower-income homeowners may need to defer maintenance or repairs due to limited funds, which can lead to deterioration. For Conexus II -8 Revised Draft — June 2, 2009 Median Household % of County Jurisdiction Income Median Income Diamond Bar $68,871 163% La Habra Heights $101,080 240% Walnut $81,015 192% San Dimas $62,885 149% West Covina $53,002 126% Industry $49,423 117% La Puente $41,222 98% Pomona $40,021 95% Los Angeles County $42,189 100% California $47,493 113% Source: 2000 Census, SF3 Table P53 Figure II -7 Median Household Income - Los Angeles County and Selected Cities $120,000 $101,080 $100,000 $81,01s $80,000 ' $62,885 $60,000 $41,222 $40,021 $42,189 $40,000 $20,000 _._. _... $0 mord 0�Ca Sam p Co R`aSe4tGo\�auScN �aQ uerte P o�o�e es�rN O � a\A 'N mos Pry Jurisdiction 5. Overpayment According to state housing policy, overpaying occurs when housing costs exceed 30% of gross household income. Table I1-6 displays estimates for overpayment in 1999 by lower- income households. According to SCAG, 53.7% of all lower-income renter households and 66.4% of all lower-income owner households in Diamond Bar were overpaying for housing. Very -low-income owners appeared to suffer the greatest cost burden, with 75.7% of this category overpaying for housing. Although homeowners enjoy income and property fax deductions and other benefits that help to compensate for high housing costs, lower-income homeowners may need to defer maintenance or repairs due to limited funds, which can lead to deterioration. For Conexus II -8 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment lower-income renters, severe cost burdens can require families to double up resulting in overcrowding and related problems. The Housing Action Plan (Chapter V) includes several programs that help to address the issue of overpayment, including Section 8 (Program 4), Preservation of Assisted Housing (Program 51, Senior and Workforce Housing Development (Program 8), Land Use Element/Adequate Sites (Program 9), Mixed -Use Development (Program 10), Second Units (Program 11), and Affordable Housing Incentives/Density Bonus (Program 12). Other programs specifically designed for owner - occupied units include Minor Home Repair and Single -Family Rehabilitation (Programs 2 & 3) and Mobile Home Park Preservation (Program 6). Table 11-8 Overpayment by Income Category — Diamond Bar Income Category Renters Owners Households Percent Households Percent Extremely low households Households overpaying 425 200 47.1% 530 310 58.5% Very low households Households overpaying 260 170 65.4% 515 390 75.7% Low households Households overpaying 385 205 53.2% 1,065 700 65.7% All lower-income households Households overpaying 1,070 575 53.7% 2,110 1,400 66.4% Moderate households Households overpaying 255 155 60.8% 635 465 73.2% Above moderate households 1.720 175 10.2% 11,845 2680 22.6% Households overpaying Source: SCAG 2006 based on 2000 Census C. Employment Employment is an important factor affecting housing needs within a community. The jobs available in each employment sector and the wages for these jobs affect the type and size of housing residents can afford. 1. Current Employment Current employment and projected job growth have a significant influence on housing needs during this planning period. Table II -9 shows that the City had a workforce of 28,401 persons, or 66% of the working -age population, as reported in the 2000 Census. This table shows that the characteristics of the City's population are similar to those countywide. The proportion of the working age population in the labor force for Diamond Bar is slightly higher than that of the county. In addition, the percentage of residents receiving social security income is 5.8% for Diamond Bar compared to 8.7% for the county. Approximately 3% of City residents worked at home, and about 34% were not in the labor force. Conexus 11-9 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -9 Labor Force Characteristics - Diamond Bar vs. Los Angeles County Source: 2000 Census DP -3 In 2000, 47.4% of the City's working residents were employed in management and professional occupations (Table II -10). A significant percentage of workers (32.1%) were employed in sales and office related occupations. Approximately 8% were employed in service related occupations such as food servers and beauticians. Blue collar occupations such as machine operators, assemblers, farming, transportation, handlers and laborers constituted 12.7% of the workforce. Table II -10 Employment by Occupation - Diamond Bar Diamond Bar Los Angeles County Persons % Persons % 2,073 In labor force 28,401 66.0% 4,312,264 60.5% -Work at home 801 2.8% 134,643 3.1% Not in labor force 14,643 34.0% 2,810,261 39.5% -With social security income 1 2,498 5.8°11 1 618,121 8.7% Total population age 16+ 43,044 : ° 7,122,525 Source: 2000 Census DP -3 In 2000, 47.4% of the City's working residents were employed in management and professional occupations (Table II -10). A significant percentage of workers (32.1%) were employed in sales and office related occupations. Approximately 8% were employed in service related occupations such as food servers and beauticians. Blue collar occupations such as machine operators, assemblers, farming, transportation, handlers and laborers constituted 12.7% of the workforce. Table II -10 Employment by Occupation - Diamond Bar Source: 2000 Census, DP -3 According to the 2000 Census, 73% of employed Diamond Bar residents worked in Los Angeles County, and approximately 13% of all workers were employed within the City limits (Table 11-1 1). Table II -11 Jobs Percent Management, professional and related 12,709 47.4 Service 2,073 7.7 Sales and office 8,601 32.1 Farming, fishing and forestry 26 0.1 Construction, extraction, and maintenance 1,364 5.1 Production, transportation, and material moving 2,015 7.5 Source: 2000 Census, DP -3 According to the 2000 Census, 73% of employed Diamond Bar residents worked in Los Angeles County, and approximately 13% of all workers were employed within the City limits (Table 11-1 1). Table II -11 Job Location for Diamond Bar Residents Persons % Work in Los Angeles County 19,176 73.0% -Work in city of residence 3,338 12,7% -Work elsewhere in Los Angeles County 15,838 60.3% Work in another California county 6,999 26.6% Work outside California 109 0.4% Total workers age 16+ 26,284 Source: 2000 Census, SF3 Tables P26 & P27 Conexus II -10 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment According to the Southern California Association of Governments' 2004 Growth Forecast, there were a total of 16,128 jobs in Diamond Bar in 2000. With a total housing stock of 17,959 units, the City's jobs/housing balance was about 0.9 jobs per dwelling in 2000. 2. Projected Job Growth Future housing needs are affected by the number and type of new jobs created during this planning period. Table II -12 shows projected job growth by occupation for the Los Angeles -Long Beach -Glendale MSA (Los Angeles County) along with median hourly wages for the period 2004-2014. Total employment in Los Angeles County is expected to grow by 10.3% between 2004 and 2014. The overall growth is expected to add 450,500 new jobs and bring the employment of Los Angeles County to about 4,81 1,500 by 2014. Generally, residents that are employed in well -paying occupations have less difficulty obtaining adequate housing than residents in low-paying occupations. Table II -12 illustrates the growth trend in low-wage service jobs such as health care support, food preparation and serving, cleaning and maintenance, sales, and office/administrative support. Conexus II -1 1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -12 Projected Job Growth by Occupation - 2004-2014 Los Angeles -Long Beach -Glendale Metropolitan Statistical Area Occupational Title Annual Average Employment Employment Change Median Hourly Wage* 2004 2014 Numerical Percent Total, All Occupations 4,361,000 4,811,500 450,500 10.3 $15.45 Management Occupations 244,980 274,560 29,580 12.1 $43.06 Business and Financial Operations Occupations 194,650 223,170 28,520 14.7 $27.02 Computer and Mathematical Occupations 83,360 98,520 15,160 18.2 $33.17 Architecture and Engineering Occupations 75,510 81,000 5,490 7.3 $35.38 Life, Physical, and Social Science Occupations 33,530 38,700 5,170 15.4 $28.07 Community and Social Services Occupations 47,990 55,790 7,800 16.3 $18.81 Legal Occupations 45,540 50,770 5,230 11.5 $41.69 Education, Training, and Library Occupations 284,960 343,250 58,290 20.5 $21.79 Arts, Design, Entertainment, Sports, and Media Occupations 224,070 248,600 24,530 10.9 $18.32 Healthcare Practitioners and Technical Occupations 177,920 217,340 39,420 22.2 $30.25 Healthcare Support Occupations 89,460 113,730 24,270 27.1 $11.29 Protective Service Occupations 105,410 117,740 12,330 11.7 $14.42 Food Preparation and Serving Related Occupations 298,050 359,200 61,150 20.5 $8.33 Building and Grounds Cleaning and Maintenance Occupations 117,930 133,020 15,090 12.8 $9.94 Personal Care and Service Occupations 107,160 122,360 15,200 14.2 $9.72 Sales and Related Occupations 438,170 487,690 49,520 11.3 $12.27 Office and Administrative Support Occupations 815,450 842,290 26,840 3.3 $14.29 Farming, Fishing, and Forestry Occupations 10,520 11,260 740 7.0 $8.72 Construction and Extraction Occupations 160,350 173,240 12,890 8.0 $19.21 Installation, Maintenance, and Repair Occupations 136,080 146,450 10,370 7.6 $18.72 Production Occupations 353,880 323,430 -30,450 -8.6 $10.45 Transportation and Material Moving Occupations 1 316,070 1 349,400 1 33,330 1 10.5 1 $11.01 Source: California Employment Development Dept., March 2005 Benchmark *2006 wages D. Housing Stock Characteristics This section presents an evaluation of the characteristics of the community's housing stock and helps in identifying and prioritizing needs. The factors evaluated include the number and type of housing units, recent growth trends, age and condition, tenure, vacancy, housing costs, affordability, and assisted affordable units at -risk of loss due to conversion to market -rate units. A housing unit is defined as a house, apartment, mobile home, or group of rooms, occupied as separate living quarters, or if vacant, intended for occupancy as separate living quarters. 1. Housing Type and Growth Trends As of 2000, the housing stock in Diamond Bar was comprised mostly of single-family detached homes, making up about 70% of all units, while multi -family units comprised about 14% of the total. About 14% of units were single-family attached (condo) units and the City's housing stock contained 333 mobile home units. Table II -13 provides a Conexus II -12 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment breakdown of the housing stock by type along with growth trends for the City compared to the county as a whole for the period 2000-2007. Table II -13 Housing by Type, 2000-2007 - Diamond Bar vs. Los Angeles County Source: California Department of Finance, Table E-5, 20U7 Figure II -8 Housing by Type, 2007 - Diamond Bar vs. Los Angeles County 2000 2007 Growth Structure Type Units % Units % Units % Diamond Bar Single-family detached 12,606 70% 12,893 71% 287 91% Single-family attached 2,501 14% 2,531 14% 30 9% Multi -family 2-4 units 823 5% 823 5% 0 0% Multi -family 5+ units 1,696 9% 1,696 9% 0 0% Mobile homes 333 2% 333 2% 0 0% Total units 17,959 100% 18,276 100% 317 100% Los Angeles County `y 20% Single-family detached 1,593,449 49% 1,638,521 48% 45,072 40% Single-family attached 241,575 7% 243,978 7% 2,403 2% Multi -family 2-4 units 287,511 9% 291,406 9% 3,895 3% Multi -family 5+ units 1,091,766 33% 1,151,750 34% 59,984 54% Mobile homes 56,605 2% 56,701 2% 96 0% Total units 3,270,906 1 100% 3,382,356 1 100% 111,450 1 100% Source: California Department of Finance, Table E-5, 20U7 Figure II -8 Housing by Type, 2007 - Diamond Bar vs. Los Angeles County California Department of Finance data indicates that between 2000 and 2007, single- family detached homes represented approximately 91% of all new units added to Diamond Bar's housing stock and 40% of all units added to the county as a whole. Single- family attached units contributed 95o of the growth within Diamond Bar and 2% of the growth in the county as a whole. No multi -family units were built in Diamond Bar during Conexus 11-13 Revised Draft — June 2, 2009 80% 70% +M+ 60% H � 50% O �., 40% , C W v 30% , `y 20% Single-family Single-family Multi -family 2- Multi -family 5+ Mobile Homes detached attached 4 units units N Diamond Bar 6d Los Angeles County California Department of Finance data indicates that between 2000 and 2007, single- family detached homes represented approximately 91% of all new units added to Diamond Bar's housing stock and 40% of all units added to the county as a whole. Single- family attached units contributed 95o of the growth within Diamond Bar and 2% of the growth in the county as a whole. No multi -family units were built in Diamond Bar during Conexus 11-13 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment this period, while 57% of new units in the county were multi -family. A more detailed breakdown of recent construction in Diamond Bar is provided in Appendix A, Table A-2. 2. Housing Age and Conditions Housing age is often an important indicator of housing condition. Housing units built prior to 1978 before stringent limits on the amount of lead in paint were imposed may have interior or exterior building components coated with lead-based paint. Housing units built before 1970 are the most likely to need rehabilitation and to have lead-based paint in a deteriorated condition. Lead-based paint becomes hazardous to children under age six and to pregnant women when it peels off walls or is pulverized by windows and doors opening and closing. Table II -14 and Figure II -9 show the age distribution of the housing stock in Diamond Bar compared to Los Angeles County as a whole. This table shows that the majority of the owner -occupied housing units in Diamond Bar were constructed after 1970 (78%). In addition, a large percentage of the rented units in Diamond Bar were constructed after 1970 (89%). These findings suggest that there may be a need for maintenance and rehabilitation, including remediation of lead-based paint, for approximately 21% of the owner -occupied units and 11% of the renter - occupied units within the City's housing stock. Table II -14 Age of Housing Stock by Tenure - Diamond Bar vs. Los Angeles County Source: 2000 Census H36 Conexus 11-14 Revised Draft — June 2, 2009 Diamond Bar Los Angeles County Year Built Units % Units % Owner occupied 14,596 100% 11499,694 100% 1990 or later 735 5% 101,563 7% 1980-89 6,176 42% 173,413 12% 1970-79 4,459 31% 185,447 12% 1960-69 2,905 20% 222,641 15% 1950-59 213 1% 403,784 27% 194049 44 0% 209,298 14% 1939 or earlier 64 0% 203,548 14% Renter occupied 3,050 100% 1,634,000 100% 1990 or later 362 12% 109,917 7% 1980-89 1,402 46% 214,549 13% 1970-79 946 31% 302,096 18% 1960-69 298 10% 333,517 20% 1950-59 40 1% 298,342 18% 1940-49 2 0% 175,275 11% 1939 or earlier 0 0% 200,384 12% Source: 2000 Census H36 Conexus 11-14 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Figure II -9 Age of Housing Stock by Tenure - Diamond Bar vs. Los Angeles County 7,000 6,000 —.._._ s,o0o oL 4,000 ai 3,000 z Z 2,000 1,000 0 1990 or 1980-89 1970-79 1960-69 1950-59 1940-49 1939 or later earlier Year Built © Owner Occupied W Renter Occupied Table II -15 identifies the number of owner -occupied and renter -occupied housing units lacking complete kitchen or plumbing facilities in the City and the county as a whole. This table shows that renter -occupied housing units are more likely to lack complete plumbing and kitchen facilities than owner -occupied units. Only 0.4% of owner -occupied units lack complete plumbing as opposed to 0.6% of renter -occupied units. Additionally, only 0.2% of owner -occupied units lack complete kitchen facilities while 0.6% of renter - occupied units lack complete kitchen facilities. The lack of complete kitchen or plumbing facilities is often an indicator of serious problems, although housing units may need rehabilitation even though they have complete kitchens and plumbing facilities. Table II -15 Kitchen and Plumbing Facilities by Tenure - Diamond Bar vs. Los Angeles County Source: 2000 Census H48, H51 Conexus II -15 Revised Draft — June 2, 2009 Diamond Bar Los Angeles County Units % Units % Owner occupied 14,596 100.0% 1,499,694 100.0% Complete kitchen facilities Lacking complete kitchen facilities 14,568 28 99.8% 0.2% 1,493,930 5,764 99.6% 0.4% Renter occupied 3,050 100.0% 1,634,080 100.0% Complete kitchen facilities Lacking complete kitchen facilities 3,032 18 99.4% 0.6% 1,593,522 40,558 97.5% 2.5% Owner occupied 14,596 100.0% 1,499,694 100.0% Complete plumbing facilities Lacking complete plumbing facilities 4,536 60 31.1% 0.4% 1,492,247 7,447 99.5% 0.5% Renter occupied 3,050 100.0% 1,634,080 100.0% Complete plumbing facilities Lacking complete plumbing facilities 3,031 19 99.4% 0.6% 1,610,239 23,841 98.5% 1.5% Source: 2000 Census H48, H51 Conexus II -15 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment The majority of Diamond Bar's housing stock is in good condition. However, the City's Neighborhood Improvement Office has identified four older neighborhoods characterized with older housing beginning to exhibit signs of deferred maintenance such as peeling paint, worn roofs, and cracked asphalt driveways. Table II -16 summarizes the physical problem conditions of these older residential neighborhoods. The Action Plan establishes a program directed at improving housing stock in these areas through targeted rehabilitation assistance. Fewer than 100 units are estimated to need rehabilita- tion citywide, and no units require replacement. Table II -16 Residential Neighborhoods with Housing Rehabilitation Needs Neighborhood Characteristics Problem Conditions #1 Northwest Diamond Bar: Happy Land use: single-family residential Deferred maintenance Hollow/Sunset Crossing/Prospectors Constructed 1962 -1973 Cracked asphalt driveways #2 Northwest Diamond Bar: Land use: single-family residential Deferred maintenance Ballena/Laspino/Pinto Mesa Constructed 1964 -1967 Cracked asphalt driveways #3 Central Diamond Bar: Land use: single-family residential Deferred maintenance Moon lake/Northhampton Constructed 1965 —1979 Cracked asphalt driveways #4 Central Diamond Bar: Land use: single-family residential Deferred maintenance Castle Rock/Pathfinder Constructed ca. 1964 Cracked asphalt driveways Source: City of Diamond Bar, Office of Neighborhood Improvement, May 2008. 3. Vacancy Housing vacancy rates as reported in the 2000 Census are shown in Table II -17. The table shows that vacancy rates in the City were relatively low, with 1.9% of rental units and 0.7% of for -sale units available for rent or sale, respectively. The vacancy rate for the county was at 3.3% for rental units and 1.6% for for -sale housing. Rental vacancy rates in the 2% range indicate nearly full occupancy, and contribute to upward pressures on rents. Table I1-17 Housing Vacancy Rates - Diamond Bar vs. Los Angeles County Source: 20DO Census, Table Q7 -H1 Notes: ' Est. % of all rental units 2 Est. % of all for -sale units Conexus II -16 Revised Draft — June 2, 2009 Diamond Bar Los An eles County Units % Units % Total housing units 17,959 100.0% 3,270,909 100.0% Occupied units 17,651 98.3% 3,133,774 95.8% -Owner occupied 14,572 81.1% 1,499,744 45.9% -Renter occupied 3,079 17.1% 1 1,634,030 50.0% Vacant units 308 1.7% 137,135 4.2% -For rent' 60 1.9% 56,089 3.3% -For sale2 99 0.7% 23,874 1.6% -Rented or sold, not occupied 55 0.3% 11,716 0.4% -For seasonal or occasional use 43 0.2% 13,565 0.4% -For migrant workers 0 0.0% 68 0.0% -Other vacant 51 0.3% 31,823 1.0% Source: 20DO Census, Table Q7 -H1 Notes: ' Est. % of all rental units 2 Est. % of all for -sale units Conexus II -16 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element ll. Housing Needs Assessment 4. Housing Cost Housing Affordability Criteria State law establishes five income categories for purposes of housing programs based on the area (i.e., county) median income ("AMI"): extremely -low (30% or less of AMI), very - low (31-50% of AMI), low (51-80% of AMI), moderate (81-120% of AMI) and above moderate (over 120% of AMI). Housing affordability is based on the relationship between household income and housing expenses. According to HUD and the California Department of Housing and Community Development4, housing is considered "affordable" if the monthly payment is no more than 30% of a household's gross income. In some areas such as Los Angeles County, these income limits may be increased to adjust for high housing costs. Table II -18 shows affordable rent levels and estimated affordable purchase prices for housing in Diamond Bar (and Los Angeles County)5 by income category. Based on state - adopted standards, the maximum affordable monthly rent for extremely -low-income households is $555, while the maximum affordable rent for very -low-income households is $925. The maximum affordable rent for low-income households is $1,480, while the maximum for moderate -income households is $1,695. Maximum purchase prices are more difficult to determine due to variations in mortgage interest rates and qualifying procedures, down payments, special tax assessments, homeowner association fees, property insurance rates, etc. With this caveat, the maximum home purchase prices by income category shown in Table II -18 have been estimated based on typical conditions. Table II -18 Income Categories and Affordable Housing Costs - Los Angeles County 2007 County Median Income = $56,500 Income Limits Affordable Rent Affordable Price (est.) Extremely Law (<30%) $22,200 $555 $70,000 Very Low (31-50%) $37,000 $925 $120,000 Low (51-80%) $59,200 $1,480 $190,000 Moderate (81-120%) $67,800 $1,695 $220,000 Above moderate (120%+) $67,800+ $1,695+ $220,000+ Assumptions: -Based on a family of 4 -30% of gross income for rent or PIT[ -10% down payment, 6.25% interest, 1.25% taxes & insurance, $200 HOA dues Source: Cal. HCD; Conexus For -Sale Housing Housing sales price statistics for the period January 2006 through August 2007 (Table II -19) show that all new homes (both single-family detached and condo) sold for more than 4 HCD memo of 4/18/07 (http://www.hcd.ca.gov/hpd/hrc/rep/state/inc2k7.pdf) 5 Affordable rent and purchase prices are based on county median income. Conexus II -17 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment $475,000, and nearly all resale single family homes sold for more than $500,000 during this period. Condos were more affordable, with a median price of $367,500. Table II -19 Housing Sales Price Distribution, 2006-07 - Diamond Bar Notes: Data for Jan 2006 through Aug 2007 Source: DataQuick Information Systems Based on the estimated affordable purchase prices shown in Table II -18, only a very small percentage of for -sale condo units were affordable to moderate -income residents, and none were affordable to lower-income households. These data illustrate the fact that public subsidies are required to reduce sales prices to a level that is affordable to low - and moderate -income buyers. At a median price of $367,500, there is a "gap" of about $150,000 between the market price and the maximum price a moderate -income household can afford to pay for a condo. For low-income households, this gap is about $180,000. These statistics illustrate why affordable housing strategies generally focus on rental rather than ownership housing, due to the smaller "affordability gap" for rental units. Rental Housing Table II -20 and Figure II -10 show 2007 market data for rental apartments in Diamond Bar based on recent surveys of large complexes. The table shows that the average rent for all surveyed units in Diamond Bar is $1,626 per month, which is substantially higher than the countywide average6 of $1,360. 6 CNN/Money.com, 2/7/07 (http://money.cnn.com/2007/02/07/real_estate/most_expensive_rental_markets/index,htm) Conexus II -18 Revised Draft - June 2, 2009 New Resale Price (All) % condo % SFD % Under $150,000 0 0.0% 1 0,5% 0 0.0% $150,000-174,999 0 0.0% 0 0.0% 0 0.0% $175,000-199,999 0 0.0% 1 0,5% 0 0.0% $200,000-224,999 0 0.0% 0 0.0% 0 0.0% $225,000-249,999 0 0.0% 1 0.5% 0 0.0% $250,000-274,999 0 0.0% 2 1.0% 0 0.0% $275,000-299,999 0 0.0% 10 5.1% 1 0,4% $300,000-324,999 0 0.0% 28 14.1% 0 0.0% $325,000-349,999 0 0.0% 35 17.7% 0 0.0% $350,000-374,999 0 0.0% 16 8.1% 0 0.0% $375,000-399,999 0 0.0% 35 17.7% 0 0.0% $400,000-424,999 0 0.0% 10 5.1% 0 0.0% $425,000449,999 0 0.0% 18 9.1% 1 0.4% $450,000474,999 0 0.0% 9 4.5% 0 0.0% $475,000499,999 1 50.0% 4 2.0% 5 1.8% $500,000+ 1 50.0% 28 14.1% 267 97.4% Total 1 2 1 100.0% 1 198 1 100.0% 1 274 1 100.0% Median 1 $638,500 1 1 $367,500 1 1 $650,000 Notes: Data for Jan 2006 through Aug 2007 Source: DataQuick Information Systems Based on the estimated affordable purchase prices shown in Table II -18, only a very small percentage of for -sale condo units were affordable to moderate -income residents, and none were affordable to lower-income households. These data illustrate the fact that public subsidies are required to reduce sales prices to a level that is affordable to low - and moderate -income buyers. At a median price of $367,500, there is a "gap" of about $150,000 between the market price and the maximum price a moderate -income household can afford to pay for a condo. For low-income households, this gap is about $180,000. These statistics illustrate why affordable housing strategies generally focus on rental rather than ownership housing, due to the smaller "affordability gap" for rental units. Rental Housing Table II -20 and Figure II -10 show 2007 market data for rental apartments in Diamond Bar based on recent surveys of large complexes. The table shows that the average rent for all surveyed units in Diamond Bar is $1,626 per month, which is substantially higher than the countywide average6 of $1,360. 6 CNN/Money.com, 2/7/07 (http://money.cnn.com/2007/02/07/real_estate/most_expensive_rental_markets/index,htm) Conexus II -18 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment Table II -20 Rental Market Summary (2007) — Diamond Bar Source: RealFacts, 9/07 Figure II -10 Rental Market Summary - Diamond Bar When market rents are compared to the amounts lower-income households can afford to pay (Table II -18), it is clear that very -low- and extremely -low-income households have a difficult time finding housing without overpaying. The gap between market rent for a typical 2 -bedroom 1 -bath apartment ($1,548) and affordable rent at the very -low- income level is about $620 per month, while the gap at the extremely -low-income level is nearly $1,000 per month. However, at the low-income and moderate -income levels, households are much more likely to find affordable rentals. Conexus II -19 Revised Draft — June 2, 2009 Average Rent ALL $1,626 1 b 1bth 2bd 1bth 2bd 2bth $1,546 $1,548 $1,829 Average sf ALL 886 1 bd 1 bth 2bd 1 bth 2bd 2bth 762 923 973 Average Cost/sf ALL $1.84 1 bd 1 bth 2bd 1 bth 2bd 2bth $2.03 $1.68 $1.88 Average Occupancy 94.40% Average Year Built 1985 Source: RealFacts, 9/07 Figure II -10 Rental Market Summary - Diamond Bar When market rents are compared to the amounts lower-income households can afford to pay (Table II -18), it is clear that very -low- and extremely -low-income households have a difficult time finding housing without overpaying. The gap between market rent for a typical 2 -bedroom 1 -bath apartment ($1,548) and affordable rent at the very -low- income level is about $620 per month, while the gap at the extremely -low-income level is nearly $1,000 per month. However, at the low-income and moderate -income levels, households are much more likely to find affordable rentals. Conexus II -19 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment E. Special Needs Certain groups have greater difficulty in finding decent, affordable housing due to special circumstances. Such circumstances may be related to one's employment and income, family characteristics, disability, or other conditions. As a result, some Diamond Bar residents may experience a higher prevalence of overpayment, overcrowding, or other housing problems. State Housing Element law defines "special needs" groups to include persons with disabilities, the elderly, large households, female -headed households with children, homeless people, and farm workers. This section contains a discussion of the housing needs facing each of these groups. 1. Persons with Disabilities In 2000, approximately 3,613 people between 16 and 64 years of age, or about 9% of the working age population, reported an employment disability (see Table II -21). Of those aged 65 and over, 1,173 people (about 29%) reported some form of physical disability. Reported disabilities included persons whose disability hinders their ability to go outside the home (6.3% of the working age population and 21.5% of the senior population). Housing opportunities for the handicapped can be maximized through housing assistance programs and providing universal design features such as widened doorways, ramps, lowered countertops, single -level units and ground floor units. Table II -21 Persons with Disabilities by Age — Diamond Bar Disability by Age Persons Percent Age 5 to 15 - total persons 10,137 Sensory disability 39 0.4% Physical disability 44 0,4% Mental disability 236 2.3% Self-care disability 52 0.5% Age 16 to 64 - total persons 38,957 Sensory disability 399 1,0% Physical disability 926 2.4% Mental disability 599 1.5% Self-care disability 264 0.7% Go -outside -the -home disability 2,468 6.3% Employment disability 3,613 9.3% Age 65 and over - total persons 4,087 Sensory disability 468 11.5% Physical disability 1,173 28.7% Mental disability 519 12,7% Self-care disability 352 8.6% Go -outside -the -home disability 880 1 21.5% Source: 2000 Census, SF3 Tables P8 and P41 Note: Numbers in shaded rows represent persons, not disabilities. Persons may report more than one disability. Conexus II -20 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Il. Housing Needs Assessment Because persons with disabilities tend to have lower incomes than the general population, their housing needs include both affordability and physical accessibility. Housing opportunities for the handicapped can be maximized through housing assistance programs and providing universal design features such as widened doorways ramps lowered countertops single -level units and ground floor units The Housing Action Plan includes several programs that address the needs of this group, including Program 2 - Minor Home Repair, Program 3 - Single Family Rehabilitation, Program 4 - Section 8 Rental Assistance, Program 5 - Preservation of Assisted Housing, Program 6 - Mobile Home Park Preservation, Program 8 - Senior and Workforce Housing Development, Program 9 - Land Use Element (adequate sites), Program 1 1 -Second Units, Program 12 - Affordable Housing Incentives/Density Bonus, Program 13 - Emergency Shelters and Transitional Housing, Program 15 - Fair Housing, and Program 16 - Reasonable Accommodations. 2. Elderly In 2000, there were 1,974 households in Diamond Bar where the householder was 65 or older (Table II -22). Of these, 6.1% were below the poverty level in 19997. Many elderly persons are dependent on fixed incomes or have disabilities. Elderly homeowners may be physically unable to maintain their homes or cope with living alone. The housing needs of this group can be addressed through smaller units, second units on lots with existing homes, shared living arrangements, congregate housing and housing assistance programs. Table 11-22 Elderly Households by Tenure - Diamond Bar Source: 2000 Census, SF3 Table H14 The elderly tend to have higher rates of disabilities than younger persons, therefore many of the programs noted in the previous section also apply to seniors since their housing needs include both affordability and accessibility. 3. Large Households Household size is an indicator of need for large units. Large households are defined as those with five or more members. Approximately 39% of owner households and 46% of 7 2000 Census, SF3 Table DP -3 Conexus II -21 Revised Draft — June 2, 2009 Owners Renters Householder Age Households % Households % Under 65 years 12,924 88.5% 2,748 90.1% 65 to 74 years 1,082 7.4% 163 5.3% 75 to 84 years 532 3.6% 131 4.3% 85 and over 58 0.4% 8 0.3% Total households 14,596 100% 3,050 1 100% Source: 2000 Census, SF3 Table H14 The elderly tend to have higher rates of disabilities than younger persons, therefore many of the programs noted in the previous section also apply to seniors since their housing needs include both affordability and accessibility. 3. Large Households Household size is an indicator of need for large units. Large households are defined as those with five or more members. Approximately 39% of owner households and 46% of 7 2000 Census, SF3 Table DP -3 Conexus II -21 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment renter households have only one or two members. About 15% of renter households and about 17% of owners were large households with 5 persons or more (Table II -23 and Figure 11-1 1). This distribution indicates that the need for large units with four or more bedrooms is expected to be significantly less than for smaller units. However, large families needing units with more bedrooms, generally face higher housing costs, and as a result may benefit from several types of assistance. The Housing Action Plan includes several programs that address the needs of this .group, including Program 2 - Minor Home Repair, Program 3 - Single Family Rehabilitation, Program 4 - Section 8 Rental Assistance, Program 5 - Preservation of Assisted Housing, Program 6 - Mobile Home Park Preservation, Program 8 - Senior and Workforce Housing Development, Program 9 - Land Use Element (adequate sites), Program 1 1 - Second Units, and Program 12 -- Affordable Housing Incentives/ Density Bonus. Table II -23 Household Size by Tenure — Diamond Bar Source: 2000 Census, SF3 Table H17 Figure II -11 Household Size by Tenure — Diamond Bar 30% 25% M p 20% H , y— O 15 � J 10% ' ¢ I ,s •:P a 5% I I C)% MMA 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7+ persons Household Size Iii Owners Q Renters Conexus II -22 Revised Draft — June 2, 2009 Owners Renters Household Size Households % Households % 1 person 1,689 12% 566 19% 2 persons 3,869 27% 824 27% 3 persons 3,011 21% 564 18% 4 persons 3,374 23% 628 21% 5 persons 1,663 11% 276 9% 6 persons 654 4% 124 4% 7+ persons 336 2% 66 2% Total households 14,596 100% 3,050 100% Source: 2000 Census, SF3 Table H17 Figure II -11 Household Size by Tenure — Diamond Bar 30% 25% M p 20% H , y— O 15 � J 10% ' ¢ I ,s •:P a 5% I I C)% MMA 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7+ persons Household Size Iii Owners Q Renters Conexus II -22 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment 4. Female -Headed Households Of the 17,646 households in the City, approximately 11% were headed by a female Table II -24). Female -headed households represent a significant portion of households that are below the poverty levels. Source: 2000 Census, SF3 Table H19 The Housina Action Plan includes several orcarams that address the needs of female headed households, including Program 2 -Minor Home Repair, Program 3 -Single Family Rehabilitation, Program 4 - Section 8 Rental Assistance, Program 5 - Preservation of Assisted Housing, Program 6 - Mobile Home Park Preservation, Program 8 - Senior and Workforce Housing Development, Program 9 - Land Use Element (adequate sites), Program 1 1 - Second Units, Program 12 - Affordable Housing Incentives/Density Bonus, and Program 13 - Emergency Shelters and Transitional Housing. 5. Farm Workers Farm workers are traditionally defined as persons whose primary income is from seasonal agricultural work. Diamond Bar was at one time one of the largest working cattle ranches in the western United States. However, urban development and shifts in the local economy have significantly curtailed agricultural production within Los Angeles County. Today, Diamond Bar is a mostly developed city, with a strong local economy that is no longer tied to an agricultural base. Table II -25 Agricultural Employment Table II -24 of County Total Los Angeles County Workers 20 Household Type by Tenure - 4,705 Diamond Bar Owners Renters Household Type Households % Households % Married couple family 10,562 72.4% 1,521 49.9% Male householder, no wife present 661 4.5% 199 6.5% Female householder, no husband present 1,373 9.4% 530 17.4% Non -family households 2,000 13.7% 800 26.2% Total households 1 14,596 100% 3,050 100% Source: 2000 Census, SF3 Table H19 The Housina Action Plan includes several orcarams that address the needs of female headed households, including Program 2 -Minor Home Repair, Program 3 -Single Family Rehabilitation, Program 4 - Section 8 Rental Assistance, Program 5 - Preservation of Assisted Housing, Program 6 - Mobile Home Park Preservation, Program 8 - Senior and Workforce Housing Development, Program 9 - Land Use Element (adequate sites), Program 1 1 - Second Units, Program 12 - Affordable Housing Incentives/Density Bonus, and Program 13 - Emergency Shelters and Transitional Housing. 5. Farm Workers Farm workers are traditionally defined as persons whose primary income is from seasonal agricultural work. Diamond Bar was at one time one of the largest working cattle ranches in the western United States. However, urban development and shifts in the local economy have significantly curtailed agricultural production within Los Angeles County. Today, Diamond Bar is a mostly developed city, with a strong local economy that is no longer tied to an agricultural base. Table II -25 Agricultural Employment Source: 2000 Census, SF3 Table P50 8 2000 Census, SF3 Table DP3 Conexus II -23 Revised Draft — June 2, 2009 Diamond Bar of County Total Los Angeles County Workers 20 0.4% 4,705 Source: 2000 Census, SF3 Table P50 8 2000 Census, SF3 Table DP3 Conexus II -23 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment The 2000 Census reported about 4,705 persons employed in agricultural occupations in Los Angeles County, with only 20 of those living in Diamond Bar (Table II -25). The nearest agricultural area to Diamond Bar is in San Bernardino County to the east. Since there are no agricultural operations within Diamond Bar and housing costs are significantly lower in the Inland Empire, there is no apparent need for farm worker housing in the City. 6. Homeless Persons Homelessness is a continuing problem throughout California and urban areas nationwide. During the past two decades, an increasing number of single persons have remained homeless year after year and have become the most visible of all homeless persons. Other persons (particularly families) have experienced shorter periods of homelessness. However, they are often replaced by other families and individuals in a seemingly endless cycle of homelessness. A homeless count conducted by the Los Angeles Homeless Services Authority (LAHSA) in January 2007 indicated that on any given day there are an estimated 73,702 homeless persons Los Angeles County. These include families that might be displaced through evictions, women and children displaced through abusive family life, persons with substance abuse problems, veterans, or persons with serious mental illness. Diamond Bar is located within the San Gabriel Valley Service Planning Area (SPA), which has a homeless estimate of 9,942 people. Estimates of the homeless population for each jurisdiction are not provided. The San Gabriel SPA, along with the Metro Los Angeles area, saw increases in the number of homeless from the prior count, while the remaining six SPAs saw decreases in their homeless populations (Table II -26). Table II -26 Homeless Estimates by Service Planning Area Homeless Estimate Service Planning Area* 2007 2005 SPA 1— Antelope Valley 1,815 3,544 SPA 2— San Fernando Valley 6,411 11,275 SPA 3 — San Gabriel Valley 9,942 9,254 SPA 4 — Metro Los Angeles 22,030 20,023 SPA 5 — West Los Angeles 6,703 6,860 SPA 6 — South Los Angeles 11,670 16,787 SPA 7 — East Los Angeles 5,580 7,178 SPA 8 — South Bay/Harbor 4,457 7,369 Los Angeles County Total 68,608 82,291 Source: Los Angeles Homeless Services Authority, 2007 *Note: the LAHSA area excludes Glendale, Long Beach and Pasadena, which administer their own homeless Continuum of Care programs. Senate Bill 2 of 2007 requires that jurisdictions quantify the need for emergency shelters and determine whether existing facilities are adequate to serve the need. If adequate Conexus II -24 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment existing facilities are not available, the law requires jurisdictions to identify areas where new facilities are permitted "by -right" (i.e., without requiring discretionary approval such as a use permit), or to accommodate the need through a multi -jurisdictional agreement. Conversations with police and other City staff indicated that there are no known homeless persons in Diamond Bar. This is likely due to the suburban nature of the community, and the fact that social services are more readily available in more urbanized areas. This was corroborated by the most recent point -in -time survey conducted by LAHSA on January 28, 2009 which found no homeless persons in Diamond Bar. Although there are currently no emergency shelter or transitional housing facilities within Diamond Bar, a number of such facilities and supportive services are available in nearby cities such as Pomona and Whittier (see Appendix C for a listing of these facilities compiled by LAHSA). In addition, the San Gabriel Valley Council of Governments recently initiated a study of homelessness, guided by the Homeless Services Steering Committees. This study is expected to develop recommendations toward a comprehensive, multi -jurisdictional strategy for addressing the needs of the homeless in the valley. In response to SB 2, Progrcm 12 has been included in the Housing Action Plan to amend the Municipal Code to encourage and facilitate emergency shelters and transitional housing. F. Assisted Housing at Risk of Conversion This section identifies all residential projects in the City that are under an affordability restriction, along with those housing projects that are at risk of losing their low-income affordability restrictions within the ten-year period from 2008 to 2018. This information is used in establishing quantified objectives for units that can be conserved during this planning period. The inventory of assisted units includes all units that have been assisted under any federal Department of Housing and Urban Development (HUD), state, local and/or other programs. 1. Inventory of Assisted Units The City of Diamond Bar has one assisted housing project for seniors, the 149 -unit Seasons Apartments (formerly "Heritage Park"). Constructed in 1988, this project predates City incorporation and was originally financed under the Los Angeles County Multi -family Mortgage Revenue Bond program. The project was refinanced in November, 1999 under the California Community Development Authority's Multifamily Housing Re -funding Bond. According to the terms of the new bond agreement, income restrictions for residents and corresponding rent limits were set. For the duration of the bond which expires 12/01/2034, all units will be affordable: 30 units (20%) will be very -low-income at 50% AMI, 82 units (55%) will be low-income at 80% AMI, and 37 units (25%) will be moderate -income defined as 100% AMI. The Seasons Apartments are owned by the Corporate Fund for Housing, a non-profit organization. Long-term affordability of the project is assured for the 9 http://www.sgvcog.org/index.cfm/89807/Homeless-Services-Steering-Committee.cfm Conexus II -25 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment life of the bond (2034). There are no assisted housing units in the City of Diamond Bar at risk of conversion. 2. Units at Risk of Conversion There are no units at risk of conversion during the 2008 to 2018 period. G. Future Growth Needs 1. Overview of the Regional Housing Needs Assessment The Regional Housing Needs Assessment (RHNA) is a key tool for local governments to plan for anticipated growth. The RHNA quantifies the anticipated need for housing within each jurisdiction for the 81h -year period from January 2006 to July 2014. Communities then determine how they will address this need through the process of updating the Housing Elements of their General Plans. The current RHNA was adopted by the Southern California Association of Governments (SCAG) in July 2007. The future need for housing is determined primarily by the forecasted growth in households in a community. Each new household created by a child moving out of a parent's home or by a family moving to a community for employment creates the need for a housing unit. The housing need for new households is then adjusted to maintain a desirable level of vacancy to promote housing choice and mobility. An adjustment is also made to account for units expected to be lost due to demolition, natural disaster, or conversion to non -housing uses. The sum of these factors - household growth, vacancy need, and replacement need - determines the construction need for a community. Total housing need is then distributed among four income categories on the basis of the county's income distribution, with adjustments to avoid an over -concentration of lower-income households in any community. 2. 2006-2014 Diamond Bar Growth Needs In July 2007 SCAG, adopted the final RHNA growth needs for each of the county's cities plus the unincorporated area. The total housing growth need for the City of Diamond Bar during the 2006-2014 planning period is 1,090 units. This total is distributed by income category as shown in Table II -27. Table 11-27 Regional Housing Growth Needs - Diamond Bar Source: SCAG 2007, Los Angeles County Dept of Regional Planning, Conexus Conexus II -26 Revised Draft — June 2, 2009 Extremely Above Low Very Low Low Moderate Moderate Total Original RHNA 142 142 179 188 439 1,090 Annexation Transfer 1 1 1 1 4 8 Total 143 143 180 189 1 443 1 1098 Source: SCAG 2007, Los Angeles County Dept of Regional Planning, Conexus Conexus II -26 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element II. Housing Needs Assessment It should be noted that SCAG did not identify growth needs for the extremely -low- income category in the adopted RHNA. As provided in Assembly Bill (AB) 2634 of 2006, jurisdictions may determine their extremely -low-income need as one-half the need in the very -low category. All new units built or preserved after January 1, 2006 may be credited against the current RHNA allocation. A discussion of the City's net remaining growth need is provided in the land inventory section of Chapter III. In 2009 the City of Diamond Bar completed the annexation of a 116.6-acreportion of unincorporated Los Angeles County (Annexation 2007-20). As part of the annexation agreement, Diamond Bar accepted the transfer of RHNA 8 units from Los Angeles County with the income distribution as indicated in Table II -27. Conexus II -27 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities III. RESOURCES AND OPPORTUNITIES A variety of resources are available for the development, rehabilitation, and preservation of housing in the City of Diamond Bar. This chapter provides a description of the land resources and adequate sites to address the City's regional housing need allocation, and discusses the financial and administrative resources available to support the provision of affordable housing. Additionally, opportunities for energy conservation that can lower utility costs and increase housing affordability are addressed. A. Land Resources 1. Regional Growth Needs - 2006-2014 In accordance with Government Code §65584, projected housing needs for each city and county in the Southern California region are prepared by the Southern California Association of Governments (SCAG) under a process known as the Regional Housing Needs Assessment (RHNA). SCAG's Regional Council adopted the final Regional Housing Need Allocation in July 2007. The RHNA covers the 81/2 -year planning period of January 1, 2006 to June 30, 2014. The RHNA process began with an update of the population and household forecasts for both the region as a whole and for each county. These forecasts were largely derived from state Department of Finance (DOF) population forecasts and modified by regional demographic modeling efforts by SCAG. SCAG then disaggregated the regional and county forecasts to each jurisdiction and estimated the number of dwelling units needed to achieve regional target vacancy rates (2.3% owner -occupied and 5% rental) and to account for projected housing demolitions. The total housing need for each jurisdiction was then distributed by income category (very low, low, moderate and upper income). In jurisdictions with higher proportions of existing lower-income households (as compared to the countywide average), SCAG adjusted the allocations such that the lower-income share of growth need is reduced to avoid over concentration. Subsequent to the preparation of the RHNA Diamond Bar completed the annexation of a portion of unincorporated territory and accepted a transfer of 8 RHNA units as part of the annexation agreement. The final RHNA allocation for Diamond Bar was discussed previously in Chapter H. All new units built or preserved after January 1, 2006 are credited in the current RHNA period. Table III -1 shows the City's RHNA allocation, new units built during 2006 and 2007, and the net remaining growth need. A detailed tabulation of units built is provided in Appendix A. Conexus III -1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities Table III -1 Net Remaining RHNA- Diamond Bar Income Source: City of Diamond Bar Community Development Dept., 5/2009 2. Inventory of Sites for Housing Development Section 65583(a) (3) of the Government Code requires Housing Elements to contain an "inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship of zoning and public facilities and services to these sites." A detailed analysis of vacant land and potential redevelopment opportunities is provided in Appendix B. The results of this analysis are summarized in Table III -2 below. The table shows that the City's land inventory, including projects approved and the potential development of vacant and underutilized parcels, is adequate to accommodate the net remaining RHNA for this planning period in the moderate and above -moderate categoriesy but not the ver�f IoNq, lower-income categories. „GW8VeF, SiRG8 the S , r,l, S „f R�GdE?FGfe iRGGMe sites far -exceeds the above oderGfe sherffdl the i.Rte it of Oho IJ Htil A is cr+'diad f„r the GbA- , e RRA(_-FGte egtegGr„ Program 9 in Chapter V addresses the requirement to provide additional lower-income sites during the planning period. That program commits to identifying and rezoning at least 15.6 acres of land suitable for multi -family development by -right at a density of at least 30 units/acre in order to provide adequate sites for a rninimum of 466 lower-income units during this planning period. Table III -2 Land Inventory Summary - Diamond Bar Extremely Low Very Low Low Moderate Above Moderate RHNA (total) 442143 442143 4-7-9180 488189 439443 Units Completed 2006-08 Moderate Units approved/not completed 2 175 Approved Units X9214 Vacant land - residential RHNA (net remaining) 1 44214.3 1 442.143 1 49.180 1 46187 1 264 268 Source: City of Diamond Bar Community Development Dept., 5/2009 2. Inventory of Sites for Housing Development Section 65583(a) (3) of the Government Code requires Housing Elements to contain an "inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship of zoning and public facilities and services to these sites." A detailed analysis of vacant land and potential redevelopment opportunities is provided in Appendix B. The results of this analysis are summarized in Table III -2 below. The table shows that the City's land inventory, including projects approved and the potential development of vacant and underutilized parcels, is adequate to accommodate the net remaining RHNA for this planning period in the moderate and above -moderate categoriesy but not the ver�f IoNq, lower-income categories. „GW8VeF, SiRG8 the S , r,l, S „f R�GdE?FGfe iRGGMe sites far -exceeds the above oderGfe sherffdl the i.Rte it of Oho IJ Htil A is cr+'diad f„r the GbA- , e RRA(_-FGte egtegGr„ Program 9 in Chapter V addresses the requirement to provide additional lower-income sites during the planning period. That program commits to identifying and rezoning at least 15.6 acres of land suitable for multi -family development by -right at a density of at least 30 units/acre in order to provide adequate sites for a rninimum of 466 lower-income units during this planning period. Table III -2 Land Inventory Summary - Diamond Bar Source: City of Diamond Bar Community Development Dept., 3/2008 Conexus III -2 Revised Draft —June 2, 2009 Income Category Extremely Very Above Low Low Low Moderate Moderate Units approved/not completed 4249 X9214 Vacant land - residential 669499 74 Potential second units 5 Underutilized land - residential 40 Subtotal 0 0 0 -98553 47-3288 RHNA (net 2008-2014) 442143 442143 4180 48187 264 268 Surplus (Deficit) (442143) 1 (442143) 1 (4 180) 1 649366 4020 Source: City of Diamond Bar Community Development Dept., 3/2008 Conexus III -2 Revised Draft —June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities A discussion of public facilities and infrastructure needed to serve future development is contained in Section IV. B, Non -Governmental Constraints. There are currently no known service limitations that would preclude the level of development described in the RHNA, although developers will be required to pay fees or construct public improvements prior to or concurrent with development. B. Financial and Administrative Resources 1. State and Federal Resources Community Development Block Grant Program (CDBG) - Federal funding for housing programs is available through the Department of Housing and Urban Development (HUD). Diamond Bar participates in the Community Development Block Grant (CDBG) program and receives its allocation of CDBG funds through the Los Angeles County Housing and Community Development Department. The CDBG program is very flexible in that the funds can be used for a wide range of activities. The eligible activities include, but are not limited to, acquisition and/or disposition of real estate property, public facilities and improvements, relocation, rehabilitation and construction of housing, homeownership assistance, and clearance activities. On December 3, 2002 the City Council approved the establishment of a Home Improvement Program (HIP) to provide housing rehabilitation assistance to qualified low- and moderate -income households. CDBG funds are allocated to the HIP on an annual basis. HIP funds are used for exterior property improvements and for repairs to alleviate health and safety issues and to correct code violations. In addition, HIP funds may be used to improve home access to disabled persons and for the removal of lead based paint hazards. The Community Development Block Grant Allocation for the 2006-2007 Program Year was $383,090, which included an allocation for the HIP of $116,197. Under CDBG regulations, the HIP is eligible to receive unexpended CDBG funds from the previous fiscal year that are reallocated by the Los Angeles County Community Development Commission. An additional $150,000 from the 2005-2006 fiscal year was reallocated to the 2006-2007 fiscal year bringing the total allocation for the HIP to $266,197. Since the 2003- 2004 fiscal year, a total of 10 very -low-, 12 low-, and 21 moderate -income households have participated in the HIP. Since Program Year 2005-2006, the allocation of the Community Development Block Grant has consistently been reduced 3% each program year. Therefore, the City anticipates receiving approximately $360,000 per year in CDBG funds from the County during the current planning period. Section 8 Rental Assistance - The City of Diamond Bar cooperates with the Housing Authority of the County of Los Angeles (HACoLA), which administers the Section 8 Voucher Program. The Section 8 program provides rental assistance to low-income persons in need of affordable housing. There are two types of subsidies under Section 8: certificates and vouchers. A certificate pays the difference between the fair market rent and 30% of the tenant's monthly income, while a voucher allows a tenant to choose housing that may cost above the fair market figure, with the tenant paying the extra Conexus III -3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities cost. The voucher also allows the tenant to rent a unit below the fair market rent figure with the tenant keeping the savings. As of October 2007 there were 59 households in the City of Diamond Bar receiving Section 8 rental assistance; 39 of those households were elderly, and 20 of those were disabled. There are no non -elderly, disabled households served by Section 8 in the City of Diamond Bar. The estimated annual Housing Assistance Payment for those households is $536,000. Low -Income Housing Tax Credit Program - The Low -Income Housing Tax Credit Program was created by the Tax Reform Act of 1986 to provide an alternate method of funding low -and moderate -income housing. Each state receives a tax credit, based upon population, toward funding housing that meets program guidelines. The tax credits are then used to leverage private capital into new construction or acquisition and rehabilitation of affordable housing. Limitations on projects funded under the Tax Credit programs include minimum requirements that a certain percentage of units remain rent - restricted, based upon median income, for a term of 15 years. 2. Local Resources City of Industry Redevelopment Set -Aside Funds - As a predominantly industrial community, the City of Industry is permitted under Senate Bill 1718 to expend its housing tax increment set-aside funds on affordable housing within a 15 mile radius from the corporate limits of the City of Industry. The City of Diamond Bar is located within the 15 - mile radius. Industry Funds are administered by the Housing Authority of the County of Los Angeles (HACoLA) and help fund affordable rental housing for Non -Special Needs and Special Needs populations, and affordable Homeownership developments. Since the program began, over $165 million in Industry Funds have leveraged over $1.1 billion from other funding sources to help create over 7,900 units of affordable housing throughout Los Angeles County. Tax Exempt Multi -Family Revenue Bonds - The construction, acquisition, and rehabilitation of multi -family rental housing developments can be funded by tax exempt bonds which provide a lower interest rate than is available through conventional financing. Projects financed through these bonds are required to set aside 20% of the units for occupancy by very low-income households or 40% of the units to be set aside for households at 60% of the area median income (AMI). Tax exempt bonds for multi -family housing may also be issued to refinance existing tax exempt debt, which is referred to as a refunding bond issue. The Seasons Diamond Bar Senior Apartments was refinanced in 1999 under the California Community Development Authority's Multifamily Housing Re -funding Bond. According to the terms of the new bond agreement, income restrictions for residents and corresponding rent limits were set. For the duration of the bond which expires in December of 2034, all units will be affordable: 30 units will be very low income at 50% AMI, 82 units will be low income at 80% AMI, and 37 units will be moderate income at 100% AMI. The Seasons Apartments are owned by the Corporate Fund for Housing, a non-profit organization. Conexus III -4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities Housing Agreements - The City can assist in the development of new affordable housing units by entering into Disposition Development Agreements (DDA) or Owner Participation Agreements (OPA) with developers. DDAs or OPAs may provide for the disposition of Agency -owned land at a price which can support the development of units at an affordable housing cost for low- and moderate -income households. These agreements may also provide for development assistance, usually in the form of a density bonus or the payment of specified development fees or other development costs which cannot be supported by the proposed development. Mortgage Credit Certificates - The Mortgage Credit Certificates (MCC) program is designed to help low- and moderate -income first-time homebuyers qualify for conventional first mortgage loans by increasing the homebuyer's after-tax income. The MCC is a direct tax credit for eligible homebuyers equal to 20% of the mortgage interest paid during the year. The other 807o of mortgage interest can still be taken as an income deduction. Diamond Bar is a participating city in the County -run MCC program and has issued 3 MCCs from the period of July 2001 to June 2007. The maximum gross annual income limits in order to be eligible for the MCC program is $88,800 for one- to two - person households and $103,132 for households of three or more. Home Ownership Program - The Home Ownership Program (HOP) provides assistance to low-income, first-time homebuyers in purchasing a home. It is administered by the County of Los Angeles Community Development Commission's Housing Development and Preservation Division. The program has provided hundreds of Los Angeles County residents with the means to afford to fulfill their dream of home ownership. During the period from July 2001 through April 2007, there have been five HOP loans funded in the City of Diamond Bar. The maximum gross annual income limits effective as of April 12, 2008 are as follows: • 1 person household: $42,450 • 2 person household: $48,500 • 3 person household: $54,600 • 4 person household: $60,650 • 5 person household: $65,500 • 6 person household: $70,350 • 7 person household: $75,200 • 8 person household: $80,050 Southern California Home Financing Authority Programs - The Southern California Home Financing Authority (SCHFA) has a program which assists first time homebuyers by offering below-market interest rate loans to qualified borrowers. The County does not make home loans. The applicant must go through the normal process of finding a home and arranging financing with a Participating Lender. The maximum mortgage is $417,000. Fannie Mae Down Payment Assistance Program -The Federal National Mortgage Association, better known as "Fannie Mae," offers a program that provides second mortgages to homeowners. The second mortgage can serve as the down payment and closing costs on home purchases. Under this program, a city or county is required to post a reserve fund equal to 20% of an amount that Fannie Mae then makes available for such mortgages. Conexus III -5 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element III. Resources and Opportunities Non -Profit Organizations - Non-profit organizations play a major role in the development of affordable housing in Los Angeles County. The Community Development Commission of Los Angeles County supplements its own efforts of producing affordable housing by entering into partnerships with private sector and non- profit developers and housing development corporations. C. Energy Conservation Opportunities As residential energy costs rise, the subsequent increasing utility costs reduce the affordability of housing. Although the City is mostly developed, new infill development and rehabilitation activities could occur, allowing the City to directly affect energy use within its jurisdiction. State of California Energy Efficiency Standards for Residential and Nonresidential Buildings were established in 1978 in response to a legislative mandate to reduce California's energy consumption. The standards are codified in Title 24 of the California Code of Regulations and are updated periodically to allow consideration and possible incorporation of new energy efficiency technologies and methods. California's building efficiency standards (along with those for energy efficient appliances) have saved more than $56 billion in electricity and natural gas costs since 1978. It is estimated the standards will save an additional $23 billion by 201310. Title 24 sets forth mandatory energy standards and requires the adoption of an "energy budget" for all new residential buildings and additions to residential buildings. Separate requirements are adopted for "low-rise" residential construction (i.e., no more than three stories) and non-residential buildings, which includes hotels, motels, and multi -family residential buildings with four or more habitable stories. The standards specify energy saving design for lighting, walls, ceilings and floor installations, as well as heating and cooling equipment and systems, gas cooling devices, conservation standards and the use of non -depleting energy sources, such as solar energy or wind power. The home building industry must comply with these standards while localities are responsible for enforcing the energy conservation regulations through the plan check and building inspection processes. In addition to state energy regulations, the City encourages energy efficiency through its participation in the Single -Family Rehabilitation Program, which provides low- and moderate -income households funds for home improvements that may include insulation and enerav-efficient windows and doors. The City also encourages mixed-use development, which facilitates energy efficiency by reducing vehicular trip lengths. Recycling is another area where the City encourages enercgy conservation. Each year the City publishes and distributes the Enviro-Link newsletter, which informs residents on opportunities for recycle and minimize waste. The city also maintains this information on its web page at httr)://www.ci.diamond-bar.ca.us/index.aspx?page=725. 10 California Energy Commission(http://www.energy.ca.gov/title24) Conexus III -6 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints IV. CONSTRAINTS In planning for the provision of housing, constraints to the development, maintenance and improvement of housing must be recognized, and jurisdictions must take appropriate steps to mitigate them where feasible. Local government cannot control many of these constraints, such as those related to general economic and market conditions, but others can be addressed. Potential constraints to housing are discussed below, and include governmental and non-governmental constraints. A. Governmental Constraints Governmental regulations, while intentionally controlling the quality of development in the community can also unintentionally increase the cost of development and thus the cost of housing. These governmental constraints include land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, and local development processing and permit procedures. Land use controls may limit the amount or density of development, thus increasing the cost per unit. On-site and off-site improvements such as roads, traffic signals on adjacent streets, or sewer systems may increase an individual project's costs of development. Processing and permit requirements may delay construction, increasing financing and/or overhead costs of a development. The following section describes potential govern- mental constraints, which may affect the supply and cost of housing in Diamond Bar. 1. Land Use Plans and Regulations General Plan Each city and county in California must prepare a comprehensive, long-term General Plan to guide its future. The land use element of the General Plan establishes the basic land uses and density of development within the various areas of the City. Under state law, the General Plan elements must be internally consistent and the City's zoning must be consistent with the General Plan. Thus, the land use plan must provide suitable locations and densities to implement the policies of the Housing Element. The Diamond Bar General Plan Land Use Element provides for six residential land use designations, as shown in Table IV -1. Conexus Iv -1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Table IV -1 Residential Land Use Categories — Diamond Bar General Plan Designation Maximum Density* Description Rural Residential (RR) 1.0 Single family detached units on large lots, generally in hillside areas. Low Density Residential (RL) 3.0 Single-family detached homes on large to moderate sized lots. Low Medium Density Residential (RLM) 5.0 Single-family detached homes on moderate to small -sized lots. Medium Density Residential (RM) 12.0 Townhomes, condominiums, apartments, mobile homes, and other multifamily residential projects. Medium High Residential (RMH) 16.0 Townhomes, condominiums, apartments, other multifamily residential projects, and mobile home parks. High Density Residential (RH) 20.0 High density condominium and apartment projects, other high density residential projects, and mobile home parks. Source: City of Diamond Bar General Plan. " Density expressed in dwelling units per gross acre. The majority of the land area within the City is developed or is designated for residential use. The Land Use Element of the Diamond Bar General Plan designates approximately 5,824 acres (61%) of the City's total land inventory for residential uses, providing for a range of residential types and densities throughout the City. - - - • _ • -• to . Planning Areas and Specific Plans In addition to the six residential land use districts, the Land Use Element provides for residential uses within the Specific Plan and Planning Area classifications. Development within areas designated Specific Plan or Planning Area are processed through use of a master plan or specific plan, a planned unit development, or similar mechanism, and development intensities must be consistent with those specified in the General Plan. Specific Plan and Planning Area projects must provide a greater level of community amenities and cohesiveness, achieve superior design, and create a more desirable living environment than could be achieved through conventional subdivision design and requirements. The Land Use Element identifies four mixed-use Planning Areas within the 44 AA f Jupz 9 X45 f nm C:,qlif9rPiQh rtrnr)f Gf LJr� ^ nrd (�nmrn Rife' DeVe'Gp eRt GR A9 2348 9f-=� i .. r. Conexus IV -2 Revised Draft —June 2, 2009 City of Diamond Bar Housing Element IV. Constraints City of Diamond Bar, two of which are intended to contain residential uses: PA 1, which encompasses approximately 720 acres and is intended for agricultural uses, residential uses at a density of one dwelling unit per five acres, commercial uses not typical of the area, and education/institutional uses; PA 2, which encompasses approximately 400 acres and allows for a maximum of 130 single-family detached units and open space. PA 3, which encompasses approximately 55 acres and allows for 200 units with a mix of single-family detached homes and condominiums, commercial, religious assembly and open space; and PA 4, which encompasses approximately 82 acres and is intended for 99 single-family homes and open space. Zoning Designations The City regulates the type, location, density, and scale of residential development through the Zoning Ordinance and Zoning Map. Zoning regulations serve to implement the General Plan and are designed to protect and promote the health, safety, and general welfare of residents. The Zoning Ordinance also helps to preserve the character and integrity of existing neighborhoods. The Zoning Ordinance and Zoning Map set forth residential development standards for each zoning district. The six zoning districts that allow residential units as a permitted use are as follows: RR Rural Residential RL Low Density Residential RLM Low Medium Density Residential RM Medium Density Residential RMH Medium High Density Residential RH High Density District A summary of the development standards for the six major zoning districts permitting residential development is provided in Table IV -2. Adopted in 1998, these development standards are reasonably necessary to protect the public health, safety and welfare, maintain quality of life, and are not considered to be constraints to the development of housing. Conexus IV -3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Table IV -2 Residential Development Standards Development Standard' Zoning District Designations RR RL RLM RM RMH RH Minimum Lot Area (sq, ft.) 1 acre 10,000 sf 8,000 sf 5,000 sf 5,000 sf 5,000 sf Minimum Front Yard (ft.) 30 ft 20 ft 20 ft 20 ft 20 ft 20 ft Minimum Side Yard (ft.) 15 ft. on one side, and 10 ft. on the other2 10 ft. on one side, and 5 ft. on the other3 10 ft, on one side, and 5 ft. on the other3 5 ft. 5 ft. 5 ft. plus 1 ft. for each story over 2 Minimum Street Side Setback (ft.) 15 ft., reversed corner lot; 1Oft, otherwise 1 Oft., reversed corner lot; 5 ft. otherwise 10 ft., reversed corner lot; 5 ft. otherwise 10 ft., reversed corner lot; 5 ft. otherwise 7.5 ft., reversed corner lot; 5 ft. otherwise 7.5 ft., reversed corner lot; 5 ft. otherwise Minimum Rear Yard (ft.) 25 ft.4 20 ft.4 20 ft.4 25 ft.4 20 ft.4 20 ft.4 Maximum Lot Coverage (%) 1 30% 1 40% 40% 1 30% 30% 30% Maximum Building Height (ft.) 1 35 ft 1 35 ft 1 35 ft 1 35 ft 1 35 ft 1 35 ft Source: Diamond Bar Zoning Ordinance Notes: 1. Development standards in the planned communities are governed by a master plan, specific plan, or similar document and may vary from current zoning. 2. There cannot be less than 25 ft. between structures on adjoining parcels. 3. There cannot be less than 15 ft. between structures on adjoining parceis. 4. From the property line or building pad on a descending slope, whichever is applicable. A summary of the types of housing permitted by the City's Zoning Ordinance is provided in Table IV -3. Table IV -3 Permitted Residential Development by Zoning District Housing Type Permitted RR I RL RLM RM RMH RH Single -Family Detached P P P P P P Single -Family Attached P P P Multi -Family P P P Manufactured Housing P P P P P P Mobile Home Park CUP CUP CUP CUP CUP CUP Second Units P P Emergency Shelters' P/CUP P/CUP P/CUP Transitional Housing' P/CUP P/CUP P/CUP Residential Care Home (6 or fewer personS)2 P P P P P P Residential Care Home (7 or more persons)2 CUP CUP CUP Senior Housing P P P P P P Single Room Occupancy P Source: Diamond Bar Zoning Ordinance P = Permitted, ministerial zoning clearance required CUP = Conditional Use Permit Notes: 1. Emergency shelters and transitional housing are not specifically identified in the zoning ordinance, but are included within the definition of "residential care home." Therefore, emergency shelters and transitional housing for 6 orfewer persons would be permitted in all residential districts while emergency shelters and transitional housing for 7 or more persons would require a CUP in the RM, RMH, and RH districts. 2. Residential Care Homes are defined as facilities providing residential social and personal care for children, the elderly, and people with some limits on their ability for self-care, but where medical care is not a major element. Includes children's' homes; family care homes; foster homes; group homes; halfway houses; orphanages; rehabilitation centers; and similar uses. Conexus IV -4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints The Zoning Ordinance provides for a variety of housing types including single-family homes (both attached and detached), multi -family (both rental and condominiums), manufactured housing, special needs housing, and second units. Low-income housing can be accommodated in all residential districts. Effect of Zoning and Development Standards on Housing Supply and Affordability Zoning regulations and development standards can affect the feasibility of development projects, particularly housing that is affordable to lower- and moderate -income households. The most significant of these standards is density. Higher densities generally result in lower per-unit land costs, thereby reducing overall development cost, although this is not always the case. For example, at some point higher density may require more expensive construction methods such as parking in structures or below -grade garages. The maximum residential density currently permitted in Diamond Bar is 20 dwelling units per acre, excluding any allowable density bonus. Pursuant to AB 2348 of 2004, the "default density" for Diamond Bar is 30 dwelling units per acre12. The default density refers to the density at which lower-income housing development is presumed to be feasible, although state law allows jurisdictions to propose alternative densities that are sufficient to facilitate affordable housing based on local experience and circumstances. Since the City does not currently allow development at the default density of 30 units/acre, the Housing Action Plan (Chapter V) contains Program 9 to amend zoning regulations and provide additional sites at densities sufficient to facilitate the development of lower-income units. One option would be to create an affordable housing overlay zone that allows higher densities for projects that provide units affordable to low- or moderate -income households. In addition to allowing the default density of 30 units/acre, this program will review development standards such as height limit and off-street parking requirements to ensure that these regulations encourage and facilitate development of lower-income housing. Although appropriate zoning regulations are necessary for affordable housing to be feasible, it should be recognized that public subsidies are also necessary to reduce costs to the level that lower-income households can afford. Special Needs Housing Persons with special needs include those in residential care facilities, persons with disabilities, the elderly, farm workers, persons needing emergency shelter or transitional living arrangements, and single room occupancy units. The City's provisions for these housing types are discussed below. 11 Memo of June 9, 2005 from California Department of Housing and Community Development on AB 2348 of 2004. Conexus IV -5 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Residential Care Facilities Residential care facilities refer to any family home, group home, or rehabilitation facility that provides non-medical care to persons in need of personal services, protection, supervision, assistance, guidance, or training essential for daily living. The Development Code explicitly references Residential Care Homes (Section 22 80 020. In accordance with state law, residential care homes that serve six or fewer persons are permitted by - right in all residential districts with only a ministerial zoning clearance required. Residential care homes serving more than six persons are permitted by conditional use permit in the RM, RMH, and RH Districts. There is no definition of "family" nor are there any separation requirements for residential care facilities in the Development Code These provisions are consistent with state law and do not pose a significant constraint on the establishment of such facilities. Housing for Persons with Disabilities Both the federal Fair Housing Act and the California Fair Employment and Housing Act impose an affirmative duty on local governments to make reasonable accommodations (i.e. modifications or exceptions) in their zoning laws and other land use regulations when such accommodations may be necessary to afford disabled persons an equal opportunity to use and enjoy a dwelling. The Building Codes adopted by the City of Diamond Bar incorporate accessibility standards contained in Title 24 of the California Administrative Code. For example, apartment complexes of three or more units and condominium complexes of four or more units must be designed to accessibility standards. The City has adopted by reference the 2007 California Building Code in which Chapter 11, Section 1107A.5 -E provides a streamlined procedure for review of design modifications to improve accessibility for persons with disabilities. Compliance with building codes and the ADA may increase the cost of housing production and can also impact the viability of rehabilitation of older properties required to be brought up to current code standards. However, these regulations provide minimum standards that must be complied with in order to ensure the development of safe and accessible housing. Senate Bill 520 of 2001 reguires cities to make reasonable accommodation in housing for persons with disabilities. _Program 16 in the Action Plan commits the City to ado tib procedures for reviewing and approving requests for reasonable accommodation for persons with disabilities. Farm Worker Housing As discussed in Chapter II. Housing Needs Assessment, have major agricultural areas and has no significant worker housing. The City's overall efforts to provide opportunities will help to support the few seasonal 1 reside in the City. the City of Diamond Bar does not need for permanent on-site farm and maintain affordable housing arm workers that may choose to Conexus IV -6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Housing for the Elderly Senior housing projects are a permitted use in all residential Districts. A density bonus is also permitted for the construction of senior housing pursuant to Government Code §§65915-65918. The zoning ordinance is not considered to be a constraint to the development of senior housing because the regulations are the same as for other residential uses in the some districts. Emergency Shelters and Transitional/Supportive Housing Emergency shelters are facilities that provide a safe alternative to the streets either in a shelter facility, or through the use of motel vouchers. Emergency shelter is short-term and usually for 30 days or less. Transitional and supportive housing is longer-term, typically up to two years. Transitional and supportive housing generally requires that the resident participate in a structured program to work toward established goals so that they can move on to permanent housing and may include supportive services such as counseling. SB 2 of 2007 strengthened the planning requirements for emergency shelters and transitional/supportive housing. This bill requires jurisdictions to evaluate their need for shelters compared to available facilities to address the need. If existing shelter facilities are not sufficient to accommodate the need, jurisdictions must glse-designate at least one zone G^ where a --year-round shelters can be accommodated. There are currently no emergency shelters located in the City. However, there are no known homeless persons living in Diamond Bar, therefore no need for shelters presently exists. The Development Code does not presently contain an explicit definition or development standards for emergency shelters. Program 12 includes a commitment to amend the Development Code to designate at least one zone where emergency shelters are allowed by -right subiect to objective development standards, The San Gabriel Valley Council of Governments recently initiated a study to assess the needs of the homeless and develop a coordinated strategy to address those needs. As a member jurisdiction, Diamond Bar is cooperating in this study and is committed to a fair - share approach to providing the necessary services and facilities for the homeless persons and families identified in the community. SB 2 also requires that transitional and supportive housing be considered a residential use thaf is subject only to the same requirements and procedures as other, residential uses of the same type in the same zone. There is presently_ no definition of transitional or supportive housing in the Development Code, Program 12 includes a provision to amend the Code with regard to transitional and supportive housing in compliance with SB 2. Single Room Occupancy Single room occupancy facilities are small studio -type units and would be allowed by right in the RH District, provided all zoning standards can be met. Development standards for these uses are no more restrictive than for other uses allowed in these districts. Conexus IV -7 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Off -Street Parking Requirements The City's parking requirements for residential uses vary by residential type. Single-family dwellings and duplex housing require two parking spaces per unit in a garage. Mobile homes require two parking spaces plus guest parking. Studio units require one space for each unit in a garage, plus guest parking. Multi -family dwellings, condos, and other attached dwellings are required to have two spaces in a garage for each unit plus 0.5 space for each bedroom over two, and guest parking. Second units are required to have one space in addition to that required for the single-family unit. Senior housing projects are required to provide one space for each unit with half of the spaces covered, plus one guest parking space for each ten units. Senior congregate care facilities are required to have 0.5 space for each residential unit, plus one space for each four units for guests and employees. Extended care facilities are required to provide one space for each three beds the facility is licensed to accommodate. These parking requirements are summarized in Table IV -4. The required parking is not excessive and is not considered to be a constraint on the production of affordable housing. However, in order to facilitate affordable housing production, Program 13 in the Housing Plan includes a provision to reduce the parking requirement and allow parking for lower-income apartments to be provided in carports rather than garages. Table IV -4 Residential Parking Requirements Type of Unit Minimum Parking Space Required Single Family Detached Dwellings 2 off-street parking spaces per dwelling (in a garage) Duplex Housing Units 2 off-street parking spaces for each unit (in a garage) Mobile Homes (in M.H. parks) 2 off-street parking spaces for each mobile home (tandem parking allowed in an attached carport), plus guest parking* Secondary Residential Units 1 off-street parking space in addition to that required for a single-family unit Multi -Family Dwellings, Condominiums, and Other Attached Dwellings Studio 1.0 off-street parking space per dwelling unit (in a garage), plus guest parking* 1 or More Bedrooms 2.0 off-street parking spaces per unit (in a garage), plus 0.5 additional spaces for each bedroom over 2, plus guest parking* Senior Housing Projects 1 off-street parking space per unit with half of the spaces covered, plus 1 guest parking space for each 10 units Senior Congregate Care Facilities 0,5 space for each residential unit, plus 1 space for each 4 units for guests and employees Extended Care Facilities (elderly, skilled nursing facilities and residential care homes) 1 space for each 3 beds the facility is licensed to accommodate * Guest parking shall be provided at a ratio of one space for each four required parking spaces. Source: Diamond Bar Zoning Ordinance Second Units In response to state -mandated requirements and local needs, the City of Diamond Bar allows for the development of accessory or second dwelling units by right in the RR and Conexus IV -8 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints RL Districts. Second units are allowed on lots which have a minimum of 10,000 gross square feet and a minimum buildable pad area of 8,000 square feet, a minimum width of 50 feet and a minimum depth of 100 feet. A second unit shall not exceed 600 gross square feet in floor area if the parcel is between 10,000 and 20,000 square feet and shall not exceed 1,200 square feet in gross floor area if the parcel is over 20,000 gross'square feet with a minimum building pad area of 10,000 square feet. Second units must contain separate kitchen and bathroom facilities and have a separate entrance from the primary residence. In addition, second units may not contain more than two bedrooms. Second units serve to augment resources for senior housing, or other low- and moderate - income segments of the population. The development standards are reasonable to ensure neighborhood compatibility, and do not present an unreasonable constraint to development. Density Bonus Under Government Code Section 65915-65918, a density increase of up to 35% over the otherwise maximum allowable residential density under the Municipal Code is available to developers who agree to construct housing developments with units affordable to low- or moderate -income households. A senior housing development is eligible for a 20% density bonus if it includes at least 35 dwelling units, and the applicant seeks a density bonus. The City has not revised the Development Code to reflect the provisions of SB 1818, however any application for density bonus would be processed in accordance with current state law. Housing Action Plan (Chapter V) contains Program 12 to consider appropriate changes to the Development Code to address the current provisions of state law. Mobile Homes/Manufactured Housing There is often an economy of scale in manufacturing homes in a plant rather than on site, thereby reducing cost. State law precludes local governments from prohibiting the installation of mobile homes on permanent foundations on single-family lots. It also declares a mobile home park to be a permitted land use on any land planned and zoned for residential use, and prohibits requiring the average density in a new mobile home park to be less than that permitted by the Municipal Code. In the City of Diamond Bar, manufactured housing is allowed in all residential zones as a permitted use provided the installation complies with the site development standards for the applicable zoning district. Mobile home parks are allowed as conditional use within all residential districts. There are two mobile home parks in Diamond Bar, both located in the western portion of the City: Diamond Bar Estates and Walnut Creek Estates. Condominium Conversions In order to reduce the impacts of condominium conversions on residents of rental housing, some of which provides housing for low- and moderate -income persons, the City's Municipal Code requires that in addition to complying with all of the regulations and noticing requirements of the Subdivision Map Act for condo conversions, the Conexus IV -9 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints applicant must propose a relocation assistance program that will assist tenants displaced through the conversion in relocating to equivalent or better housing, assess the vacancy rate in multi -family housing within the City, and provide a report to all tenants of the subject property at least three days prior to the hearing. When a condo conversion is permitted, the increase in the supply of less expensive for - sale units helps to compensate for the loss of rental units. The ordinance to regulate condominium conversions is reasonable to preserve rental housing opportunities, and does not present an unreasonable constraint on the production of ownership housing. Building Codes State law prohibits the imposition of building standards that are not necessitated by local geographic, climatic or topographic conditions and requires that local governments making changes or modifications in building standards must report such changes to the Department of Housing and Community Development and file an expressed finding that the change is needed. The City's building codes are based upon the California Building, Plumbing, Mechanical and Electrical Codes. These are considered to be the minimum necessary to protect the public's health, safety and welfare. No additional regulations have been imposed by the City that would unnecessarily add to housing costs. 2. Development Processing Procedures Residential Permit Processing State Planning and Zoning Law provides permit processing requirements for residential development. Within the framework of state requirements, the City has structured its development review process in order to minimize the time required to obtain permits while ensuring that projects receive careful review. All residential development is reviewed by City staff for zoning, building, and fire code compliance prior to issuance of building permits. Processing times vary and depend on the size and complexity of the project. Projects reviewed by the Planning Commission, such as Conditional Use Permits, typically require between 1 to 2 months to process. Tentative parcel maps and tentative tract maps typically require 3 to 6 months to process. Projects reviewed by the City Council, such as General Plan and Zoning amendments, typically require between 3 to 6months to process. Table IV -5 identifies the review authority responsible for making decisions on land use permits and other entitlements, as well as the estimated processing time for each type of application. Conexus IV -10 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Table IV -5 Review Authority for Residential Development Type of Permit or Decision (*) Est. Processing Time Director Hearing Officer Planning Commission City Council Administrative Development Review 6-8 weeks Final Appeal Appeal Development Review 8 weeks Final Appeal Development Agreement** 12-24 weeks Recommend Final Minor Conditional Use Permit 4-6 weeks Final Appeal Appeal Conditional Use Permit 8 weeks Final Appeal Minor Variance 2-4 weeks Final Appeal Appeal Variance- 4-8 weeks Final Appeal General Plan Amendment" 12-24 weeks Recommend Final Specific Plan" 12-24 weeks Recommend Final Zoning Map Amendment 12-24 weeks Recommend Final Zoning Clearance (over the counter) 1 week Final Appeal Appeal Source: Diamond Bar Development Code Notes: * The Director and Hearing Officer may defer action on permit applications and refer the item(s) to the Commission for final decision. ** Permit typically involves environmental clearance pursuant to CEQA and is subject to the Permit Streamlining Act. Certain steps of the development process are required by State rather than local laws. The state has defined processing deadlines to limit the amount of time needed for review of required reports and projects. The following describes the five-step development review process in Diamond Bar: Application Submittal. Applications for land use permits and other matters pertaining to the Development Code must be filed on a City application form, together with all necessary fees and/or deposits, exhibits, maps, materials, plans, reports, and other information required by the Development Services Department. Prior to submitting an application, applicants are strongly encouraged to request a pre -application conference with staff. The purpose of the pre -application conference is to inform the applicant of City requirements as they pertain to the proposed development project, review the procedures outlined in the Development Code, explore possible alternatives or modifications, and identify necessary technical studies and required information related to the environmental review of the project. Development review and administrative development review applications for projects that also require the approval of another discretionary permit (e.g. conditional use permit) shall be acted upon concurrently with the discretionary permit and the final determination shall be made by the highest level of review authority in compliance with Table IV -5. Development Review. An application for Development Review is required for residential projects that propose four dwelling units or more (detached or attached) and that involve the issuance of a building permit for construction or reconstruction of a structure(s) meeting the following criteria: Conexus Iv -11 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints New construction on a vacant lot and new structures, additions to structures, and reconstruction projects which are equal to 50% or greater of the floor area of existing structures on site, or have 5,001 square feet or more of combined gross floor area in any commercial, industrial, and institutional development; or Projects involving a substantial change or intensification of land use (e.g. the conversion of and existing structure to a restaurant, or the conversion of a residential structure to an office or commercial use); or Residential, commercial, industrial, or institutional projects proposed upon a descending slope abutting a public street. Administrative Development Review. An application for Administrative Development Review is required for residential, industrial, and institutional developments that involve the issuance of a building permit for construction or reconstruction of a structure(s) meeting the following thresholds of review: Commercial, industrial, and institutional developments that propose up to 5,000 square feet of combined floor area; or Projects that do not meet the specific criteria for Development Review. Initial Application Review. The Director reviews all applications for complete- ness and accuracy before they are accepted as being complete and officially filed. Processing of applications does not commence until all required fees and deposits have been paid. Without the application fee or a deposit, the application is not deemed complete. Within 30 days of a submittal, staff reviews the application package and the applicant is informed in writing of whether or not the application is deemed complete and has been accepted for processing.;-er—_ilf the application is incomplete, the applicant is advised regarding what-- additional information is required. If a pending application is not deemed complete within six months after the first filing with the Department, the application expires and is deemed withdrawn. Any remaining deposit amount is refunded, subject to administrative processing fees. Environmental Review. After acceptance of a complete application, a project is reviewed for compliance with the California Environmental Quality Act (CEQA). A determination is made regarding whether or not the proposed project is exempt from the requirements of CEQA. If the project is not exempt, a determination is made regarding whether a Negative Declaration, Mitigated Negative Declaration, or Environmental Impact Report will be required based on the evaluation and consideration of information provided by an initial study. If an EIR is required, a minimum of nine months to one year is typically required to complete the process. Staff Report and Recommendations. A staff report is prepared by the Director that describes the conclusions and findings about the proposed land use Conexus iV-12 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints development. The report includes recommendations on the approval, approval with conditions, or disapproval of the application. Staff reports are provided to the applicant at the same time they are provided to the Hearing Officer, or members of the Commission and/or Council, before a hearing on the application. Notice and Hearings. An application for a development review or administrative development review is scheduled for a public hearing once the department has determined the application complete. Administrative development reviews and minor CUPs are heard by a Hearing Officer (staff) while more significant applications are heard by the Planning Commission Legislative acts such as General Plan amendments zone changes, specific plans and development agreements require City Council approval Upon completion of the public hearing, the review authority shall announce and record the decision within 21 days following the conclusion of the public hearing. The decision shall contain the required findings and a copy of the resolution shall be mailed to the applicant. These processes are typical of most California jurisdictions and help to ensure that the development review process does not act as a constraint to housing development. 3. Development Fees and Improvement Requirements After the passage of Proposition 13 and its limitation on local governments' property tax revenues, cities and counties have faced increasing difficulty in providing public services and facilities to serve their residents. One of the main consequences of Proposition 13 has been the shift in funding of new infrastructure from general tax revenues to development impact fees and improvement requirements on land developers. The City requires developers to provide on-site and off-site improvements necessary to serve their projects. Such improvements may include water, sewer and other utility extensions, street construction and traffic control device installation that are reasonably related to the project. Dedication of land or in -lieu fees may also be required of a project for rights-of- way, transit facilities, recreational facilities and school sites, consistent with the Subdivision Map Act. State law limits fees charged for development permit processing to the reasonable cost of providing the service for which the fee is charged. Various fees and assessments are charged by the City and other public agencies to cover the costs of processing permit applications and providing services and facilities such as schools, parks and infrastructure. Table IV -6 provides a list of fees the City of Diamond Bar charges for new, standard residential development. Conexus IV -13 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Table IV -6 Planning and Development Fees — 2008 Fee Category Fee or Deposit Amount' g and Application Administrative Development Review $1,000 deposit Development Agreement $3,000 deposit General Plan Amendment $5,000 deposit Specific Plan $4,000 deposit Conditional Use Permit $2,000 deposit Minor Conditional Use Permit $1,000 deposit Tentative Tract Map $5,000 deposit Tentative Parcel Map Environmental $3,000 deposit Environmental Analysis Actual cost Environmental Mitigation Monitoring Program Actual cost ... Public See Appendix D Development.. Drainage Facilities None Traffic Facilities $900 Public Facilities None Fire Facilities None Park Facilities 2175 $2,410 $1,445 Sewer Connection Total impact fees per unit $5.485 $4.521 Source: City of Diamond Bar 'Items with deposits are based on actual processing costs which may exceed initial deposit amount. The City periodically evaluates the actual cost of processing development permits when revising its fee schedule. The last fee schedule update was adopted in 1998. Improvement Requirements Throughout California, developers are required to construct on- and off-site improvements needed to serve new projects, including streets, sidewalks, and utilities. City road standards vary by roadway designation as provided in Table IV -7. A local residential street requires a 44- to 60 -foot right-of-way, with two 12 -foot travel lanes. These road standards are typical for cities in Los Angeles County and do not act as a constraint to housing development. The City's Capital Improvement Program (CIP) contains a schedule of public improve- ments including streets, bridges, overpasses and other public works projects to facilitate the continued build -out of the City's General Plan. The CIP helps to ensure that construction of public improvements is coordinated with private development. Conexus IV -14 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints Table IV -7 Road Improvement Standards Roadway Designation Number of Lanes Right -of -Way Width Curb -to Curb Width Major Arterial 446 100-120 N/A Secondary Arterial 4 60-100 N/A Collector Street 2-4 60-80 N/A Local Street 2 44-60 28-36 Source: City of Diamond Bar Although development fees and improvement requirements increase the cost of housing, cities have little choice in establishing such requirements due to the limitations on property taxes and other revenue sources needed to fund public services and improvements. B. Non -Governmental Constraints 1. Environmental Constraints Environmental constraints include physical features such as steep slopes, fault zones, floodplains, sensitive biological habitat, and agricultural lands. In many cases, development of these areas is constrained by state and federal laws (e.g., FEMA floodplain regulations, the Clean Water Act and the Endangered Species Act, and the state Fish and Game Code and Alquist-Priolo Act). Most of the level, easily developable land in Diamond Bar has already been developed, and much of the remaining land has a variety of geotechnical and topographic conditions that may constrain the development of lower-priced residential units. Large portions of the City contain steep slopes that pose a significant constraint to development. In addition to slope constraints, many of the hillsides in Diamond Bar have a potential for landslides. Slope stability is affected by such factors as soil type, gradient of the slope, underlying geologic structure, and local drainage patterns. The rolling topography and composition of local soils throughout Diamond Bar create numerous areas for potential landslide hazards. Although many historical landslide locations have been stabilized, there still exist a number of potential landslide areas in the eastern portion of the City as well as within Tonner Canyon in the Sphere of Influence. Figure IV -1 illustrates the significant areas with environmental constraints. Conexus IV -15 Revised Draft — June 2, 2009 Figure IV -1 ENVIRONMENTAL CONSTRAINTS Legend jr ' V fig ' - -4f j - 140 R. Ps x a 46.. AP A,* .e tfl'r. 4t MW .,e v 71 .4 A, "A IF i A rr.. -jpner nfluer Scale 1: 52,000 0 0.25 0.5 1 1.5 Source: City of Diamond Bar, 1212008 Location gis/GiSiPlanning/MXD's/infrastructure—Constraints mxd UVIOND B, 1, Diamond Bar Aenal image Copyright 2004 Diamond Bar GIS Department 6(2/2008 City of Diamond Bar Housing Element IV. Constraints 2. Infrastructure Constraints As discussed under Development Fees and Improvement Requirements, the City requires developers to provide on-site and off-site improvements necessary to serve their projects. Dedication of land or in -lieu fees may also be required of a project for rights-of-way, transit facilities, recreational facilities and school sites, consistent with the Subdivision Map Act. Additionally, the City's Capital Improvement Program (CIP) contains a schedule of public improvements including streets and other public works projects to facilitate the continued build -out of the City's General Plan. The CIP helps to ensure that construction of public improvements is coordinated with development. As a result of these policies, any infrastructure constraints which currently exist must be fully mitigated and financed as growth occurs. Wastewater Wastewater conveyance and treatment in Diamond Bar is provided by the County of Los Angeles Sanitation District No. 21. Although much of the physical sewage infra- structure appears in generally good condition, there have been repeated failures of the pump stations needed to lift flows to the regional collectors. Presently, there are no sewer lines in place in the developed southeastern end of the 1,250 -acre development known as the Country Estates. Approximately 144 lots are utilizing on-site wastewater disposal systems. Installation of infrastructure is needed within the Tres Hermanos Ranch as well. Water Water for City residents is supplied by the Walnut Valley Water District, which receives its water supply from the Three Valleys Municipal Water District and ultimately from the Metropolitan Water District (MWD) of Southern California. Almost all of the water supply is purchased from MWD, which imports water from the Colorado River Aqueduct (a small portion comes from Northern California through the State Water Project). Domestic water supply is not expected to limit development during the planning period. Storm Water Drainage Flood control is provided by the County Flood Control District. Flood control facilities are in fairly good condition. Development proposals are assessed for drainage impacts and required facilities. With these existing facilities and review procedures in place, the City's flood control system is not expected to limit development during the planning period. 3. Land Costs Land represents one of the most significant components of the cost of new housing. Land values fluctuate with market conditions, and have been steadily increasing since 2000. However, the recent downturn in the housing market is expected to affect land values negatively. Changes in land prices reflect the cyclical nature of the residential real estate market. It appears that the market may be in a downturn similar to the early Conexus IV -17 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element IV. Constraints 1980s and early 1990s, which was characterized by relatively sharp declines in property values and extended periods of minimal appreciation before prices recovered. A major constraint to providing affordable housing on remaining vacant hillside parcels in Diamond Bar is the high cost of construction in hillside areas. Another cost constraint for construction in areas with steep topography is the low ratio of developable area to total land area. Residential projects in hillside areas have large amounts of open space and only about 25-30% developable land. 4. Construction Costs Construction cost is affected by the price of materials, labor, development standards and general market conditions. The City has no influence over materials and labor costs, and the building codes and development standards in Diamond Bar are not substantially different than most other cities in Los Angeles County. Construction costs for materials and labor have increased at a slightly higher pace than the general rate of inflation according to the Construction Industry Research Board. 5. Cost and Availability of Financing The recent (2007-08) crisis in the mortgage industry will affect the availability and cost of real estate loans, although the long-term effects are unpredictable. The credit "crunch" resulted when "sub -prime" lenders in the past five years made it possible for low-income families or others who could not qualify for standard mortgages to become home owners even though they might not have had the credit history and income to support repayment of the loans. The problem typically occurs with adjustable rate mortgages (ARMs) after the initial fixed interest rate period expires (often three years) and the interest rate converts to market. Because ARMs often offer "teaser" initial interest rates well below market for the first few years, monthly payments may increase by several hundred dollars when the loan converts to market rate. When property values were increasing, as was the case from 2000 to 2006, homeowners had the option of refinancing to a new loan when the initial rate expired. However, in the current market with declining values, homeowners may owe more than the resale value of their home, making refinancing impossible. As a result of these conditions, there has been a significant rise in foreclosure rates, and changes in mortgage underwriting standards is likely to have greater impacts on low-income families than other segments of the community. Diamond Bar is similar to most other communities with regard to private sector home financing programs. As discussed in the previous chapter, Diamond Bar utilizes tax exempt multi -family revenue bonds which provide a lower interest rate than is available through conventional financing. This program helps to address funding for low-income multi -family projects. Under state law, it is illegal for real estate lending institutions to discriminate against entire neighborhoods in lending practices because of the physical or economic conditions in the area ("redlining"). In monitoring new construction sales, re -sales of existing homes, Conexus IV -18 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element IV. Constraints and permits for remodeling, it would not appear that redlining is practiced in any area of the City. C. Fair Housing State law also prohibits discrimination in the development process or in real property transactions, and it is the City's policy to uphold the law in this regard. As a participating city in the Los Angeles County Community Development Block Grant (CDBG) program, the City of Diamond Bar has access to services of the Long Beach Fair Housing Foundation for fair housing outreach and education, and counseling on housing discrimination complaints. Conexus IV -19 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan V. HOUSING ACTION PLAN Chapters II through IV of the Housing Element describe the housing needs, opportunities and constraints in the City of Diamond Bar. The following Housing Action Plan presents the City's six-year Housing Plan for the 2008-2014 period. This Plan sets forth Diamond Bar's goals, policies, and programs to address the identified housing needs of the City. A. Goals and Policies It is the overall goal of the plan that there be adequate housing in the City, both in quality and quantity, to provide appropriate shelter for all without discrimination. The goals and policies of the Housing Element presented in the following section address Diamond Bar's identified housing needs and are implemented through a series of housing programs offered through the Community Development Department. Within this overarching goal, the City has established goals and policies to address the development, maintenance and improvement of the housing stock. GOAL 1 Consistent with the Vision Statement, preserve and conserve the existing housing stock and maintain property values and residents' quality of life. Policy 1.1 Continue to offer home improvement and rehabilitation assistance to low- and moderate -income households, including seniors and the disabled. Policy 1.2 Continue to use the Neighborhood Improvement Program to bring substandard units into compliance with City codes and improve overall housing conditions in Diamond Bar. Policy 1.3 Promote increased awareness among property owners and residents of the importance of property maintenance to long-term housing quality. GOAL 2 Consistent with the Vision Statement, provide opportunities for development of suitable housing to meet the diverse needs of existing and future residents. Policy 2.1 Provide favorable home purchasing options to low- and moderate -income households through County and other homebuyer assistance programs. Policy 2.2 Continue outreach and advertising efforts to make more residents aware of homebuyer assistance programs and to enhance program utilization. Policy 2.3 Maintain affordability controls on government -assisted housing units in the City. Policy 2.4 Facilitate the development of second units as a means to provide affordable housing opportunities in existing neighborhoods. Conexus V-1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan GOAL 3 Provide adequate sites through appropriate land use and zoning designations to accommodate future housing growth. Policy 3.1 Maintain an inventory of potential sites available for future housing development. Policy 3.2 Limit development of vacant Medium High Density (RMH) and High Density (RH) designated properties to multi -family use. Policy 3.3 Integrate multi -family residential uses within the Tres Hermanos Specific Plan. Policy 3.4 Coordinate with local colleges and universities in provision of housing for faculty and staff. GOAL 4 Mitigate potential governmental constraints which may hinder or discourage housing development in Diamond Bar. Policy 4.1 Continue to provide regulatory incentives and concessions to facilitate affordable housing development in the City. Policy 4.2 Promote the expeditious processing and approval of residential projects that meet General Plan policies and City regulatory requirements. Policy 4.3 Consider granting parking exceptions, on a case by case basis, for multi -family projects. Pursuant to the City's Affordable Housing Incentives Ordinance, provide parking reductions for projects with an affordable housing component Policy 4.4 Periodically review City regulations, ordinances, departmental processing procedures and residential fees related to rehabilitation and/or construction to assess their impact on housing costs, and revise as appropriate. GOAL 5 Consistent with the Vision Statement, encourage equal and fair housing opportunities for all economic segments of the community. Policy 5.1 Continue to enforce fair housing laws prohibiting arbitrary discrimination in the building, financing, selling or renting of housing on the basis of race, religion, family status, national origin, physical handicap or other such circumstances. Policy 5.2 Refer persons with fair housing complaints to the appropriate agency for investigation and resolution. Policy 5.3 Encourage apartment managers and owners to attend fair housing seminars offered by the Apartment Association of Greater Los Angeles. Conexus V-2 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan B. Housing Programs The goals and policies contained in the Housing Element address Diamond Bar's identified housing needs, and are implemented through a series of housing programs offered through Development Services Department. Housing programs define the specific actions the City will undertake to achieve the stated goals and policies. According to §65583 of the Government Code, a city's housing programs must address the following five major areas: • Conserving the existing supply of affordable housing; • Assisting in the provision of housing; • Providing adequate sites to achieve a variety and diversity of housing; • Removing governmental constraints as necessary; and • Promoting equal housing opportunity Diamond Bar's housing plan for addressing unmet needs, removing constraints, and achieving quantitative and qualitative objectives is described in this section according to the above five areas. The housing programs described on the following pages include existing programs as well as new programs added to address the City's unmet housing needs. The program summary (Table V-1, beginning on page V-13) included at the end of this chapter specifies for each program six-year objective(s), funding source(s), and agency responsible for implementation of the program. Conserving the Existing Supply of Affordable Housing Conserving and improving the housing stock is an important goal for Diamond Bar. Although the majority of the City's housing stock is in good condition, nearly 20% of the housing stock is 30 years or older, the age when most homes begin to require major rehabilitation improvements. By identifying older residential neighborhoods for potential housing rehabilitation, the City has taken a proactive approach to maintaining the quality of its current housing stock. The focus neighborhoods identified by this Plan as evidencing physical problem conditions can be specifically targeted for City housing improvement assistance. 1. Residential Neighborhood Improvement Program The City implements a proactive Neighborhood Improvement Program. Neighborhood inspections are conducted on a regular basis throughout the entire City. The checklist for residential violations includes inoperable vehicles, trash storage, parking on paved areas only, structure maintenance, landscape maintenance, and fence and wall maintenance. After the neighborhood inspection, letters are sent out to all property owners in areas where violations have been observed. A follow-up inspection will be conducted, at which time any noticed properties found to be in violation of the Municipal Code are subject to a $100 citation. Conexus V-3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan When problems are observed, inspectors may refer residents to the Single Family Rehabilitation loan program, or to civic organizations which assist elderly householders with minor paint and repair, yard cleanup and junk cars through the "Paint the Town" minor repair and rehabilitation program. Six-year objective: Continue to implement the code enforcement program, and direct eligible households to available rehabilitation assistance in order to correct code violations. Provide focused code enforcement and rehabilitation assistance in neighborhoods evidencing concentrations of deteriorating units. 2. Home Improvement and "Paint the Town" The City supports the Diamond Bar improvement Association for the "Paint the Town" which uses volunteer labor and CDBG funds to purchase supplies. Through this annual event organized by the Homeowners Association, civic organizations assist elderly, low/moderate income householders with minor paint and repair, yard cleanup and junk cars. Applicants are selected by income verification as well as needs assessment. In addition, the City set aside CDBG funds for minor home repair, Home Improvement Program, where low/moderate income householders could receive $5,000 grant and/or $10,000 no interest loan for home repair and rehabilitation. Six-year objective: Minor repair and rehabilitation for 10 units annually. 3. Single -Family Rehabilitation Program Diamond Bar participates in the Los Angeles County Single Family Rehabilitation Program which assists low/moderate income (up to 120% of AMI) single-family homeowners who need property rehabilitation. The maximum loan amount is $25,000, although loan amounts typically vary from $15,000 to $25,000. Cede EnfGrromonf Offi.-ore hr„o This program is promoted on the City's website and through personal contact with code enforcement staff. Since the program is funded and operated by Los Angeles County, the City has no control over total funding amounts or number of persons served. Six-year objective: The City will continue to advertise the County program, which provides rehabilitation loans to qualified low- and moderate -income homeowners, on the City's website and through code enforcement staff. 4. Section 8 Rental Assistance Program The Section 8 Rental Assistance Program extends rental subsidies to very -low-income households who spend more than 30% of their gross income on housing. Rental assistance not only addresses housing affordability, but also overcrowding by assisting families that may be "doubling up” in order to afford rent. The Los Angeles County Housing Authority coordinates Section 8 rental assistance on behalf of the City, with 59 households (July 2007) currently participating in the program. Conexus V-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan Six-year objective: The City's objective is to continue current levels of Section 8 rental assistance, and to direct eligible households to the County program. 5. Preservation of Assisted Housing Diamond Bar contains only one assisted housing project, the 149 -unit Seasons Apartments (formerly "Heritage Park") for senior citizens. This project was constructed in 1988 and was originally financed under the Los Angeles County Multi -Family Mortgage Revenue Bond program. The project was refinanced in November 1999 under the California Community Development Authority's Multi -Family Housing Re -funding Bond, and was transferred to the Corporate Fund for Housing, a non-profit organization. According to the terms of the new bond agreement, income restrictions for residents and corresponding rent limits were set. For the duration of the bond, which expires December 2, 2034, all units will be affordable: 30 units (20%) will be very -low-income, 82 units (55%) will be low-income, and 37 units will be moderate -income (defined as 100% AMI). Six-year objective: Preserve 100% of the 149 low- and moderate -income units in the Seasons Apartments. b. Mobile Home Park Preservation There are two mobile home parks in Diamond Bar, both located in the western portion of the City: Diamond Bar Estates and Walnut Creek Estates. These mobile home parks were developed before incorporation of the City on land previously designated as Industrial under the County's jurisdiction. The Diamond Bar General Plan Land Use Map adopted in 1995 designated both mobile home parks "residential" in order to preserve their status and prevent future inconsistencies. This designation in the General Plan works to preserve the parks since Aany proposed land use change tG the r;gebj'e hGme pee °would require an amendment to the City's General Plan and Zoning Ordinance, as well as adherence to State mobile home park closure requirements. Six-year objective: The City will continue to support preservation of its two mobile home parks as important affordable housing resources. Assisting in the Provision of Housing To enable more households to attain homeownership in Diamond Bar, the City participates in two mortgage assistance programs: the Homebuyer Assistance Program and the Mortgage Credit Certificate (MCC). These programs are very important given that housing prices in Diamond Bar rank among the highest in eastern Los Angeles County and northern Orange County. The City is also supportive of the development of senior housing to meet the needs of its growing senior population and multi -family rental housing for lower-income households, including working families and university students. Conexus V-5 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan 7. First -Time Homebuyer Assistance Programs Los Angeles County offers a first-time homebuyer assistance program and Mortgage Credit Certificates. To be eligible, families must meet the specified income requirements and be able to pay a 5% down payment on their home. The maximum sales price for a home through the program in 2008 is $493,000 for single-family homes and $394,250 for condos. The maximum price of a home purchased in conjunction with the Mortgage Credit Certificate program is $591,272 for an existing home and $571,278 for a new home. The City of Diamond Bar provides referral information to prospective buyers at the public counter and on the City website. Home Ownership Program (HOP) The Los Angeles County Home Ownership Program (HOP) provides zero -interest loans with no repayment due until the home is sold, transferred, or refinanced. Maximum loan amount is $15,000 or 25% of the purchase price, whichever is the least. The loan is secured by a second trust deed and a promissory note. The home must be owner - occupied for the 20 -year life of the loan. Mortgage Credit Certificate (MCC) The Mortgage Credit Certificate (MCC) program is a federal program that allows qualified first-time homebuyers to take an annual credit against federal income taxes of up to 15% of the annual interest paid on the applicant's mortgage. This enables homebuyers to have more income available to qualify for a mortgage loan and make the monthly mortgage payments. The value of the MCC must be taken into considera- tion by the mortgage lender in underwriting the loan and may be used to adjust the borrower's federal income tax withholding. The MCC program has covenant restrictions to ensure the affordability of the participating homes for a period of 15 years. MCCs can be used in conjunction with the Home Ownership Program (HOP). Six-year objective: The City will advertise these programs and provide information to interested homebuyers. In addition, the City will work with realtors to make them aware of these programs. The objective is to provide six HOP and six MCC loans per year depending on availability. 8. Development of Senior and Workforce Housing With a growing portion of the City's population 65 years of age and above, Diamond Bar will experience a significant need for senior housing and services. Particularly those seniors 75 years and older will begin to require housing with a supportive service component. The City currently has only one senior housing facility, the Seasons Apartments. Occupations for which high housing costs make it difficult to live in the community where the householder is employed include teachers, police and firefighters. Several colleges and universities are also located within commuting distance of Diamond Bar. The City will Conexus V-6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan coordinate with these institutions to identify potential partnership opportunities for affordable faculty/staff housing. The City will assist in establishing a second senior facility and developing workforce housing, including units affordable to very -low- and extremely -low-income persons if feasible, in several ways. First, the City will identify suitable sites for development in the Housing and Land Use Elements, including zoning to encourage and facilitate low-cost housing orations such as SROs. Second, the City will offer regulatory incentives, and/or direct financial assistance appropriate to the project. The following are among the types of incentives which may be provided: • Contributions to off-site improvements (e.g. traffic mitigation, infrastructure upgrades, etc) • Flexible development standards (reduced parking, reduced open space, modified setbacks, etc) • Density bonuses • City support to developers in affordable housing funding applications • Reduction in development fees • Direct financial assistance It must be recognized that the City's ability to offer direct financial subsidies is limited, particularly in light of current fiscal conditions. The City has no redevelopment agency to generate housing set-aside funds, and its CDBG revenue is only about $360,000 per year (see Chapter III for further discussion of the City's financial resources). Given these financial limitations, the City's primary efforts to encourage and facilitate affordable housing production are through its land use regulations and staff support to interested developers in applying for grant funds. Pursuant to the City's Affordable Housing Incentives Ordinance, the City provides modified development standards, including parking reductions, for senior and affordable projects. A portion of the City's CDBG funds can be used to help finance senior and workforce housing projects. New housing developments in Diamond Bar may also be eligible for City of Industry funds, as well as other funding sources identified in the Resources chapter of the Element. Typically, local government assistance can serve as gap financing to bridge the difference between the total project cost and the equity investment plus market -rate debt. Six-year objective: The City will identify and evaluate sites suitable for new senior and workforce housing (see also Program 9). Within„ In 2009-2010 the City will contact land/property owners by mail and by posting information on the City website -regarding the City's interest in assisting in the development of senior and workforce housing, provide information on available regulatory and financial incentives, and assist developers in applying for funds. The City will also GeaKdi+Gte contactwi#h local colleges and universities to identify potential partnership opportunities for affordable housing. The City's quantified objectives for housing Conexus V-7 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan production during the 2006-2014 planning geriod are described in Table V-2 and include 142 extremely -low units, 142 very -low units and 179 low-income units Providing Adequate Housing Sites to Achieve a Variety and Diversity of Housing A major element in meeting the housing needs of all segments of the community is the provision of adequate sites for all types, sizes and prices of housing. The City's General Plan, Development Code, and specific plans dictate where housing may be built, thereby affecting the availability of land for residential development. Specific locations for housing sites are depicted in the tables and map presented in Appendix B. 9. Land Use Element and Zoning The Land Use Element of the General Plan, as discussed in Chapter III, provides for a variety of housing types in Diamond Bar, with densities ranging from one unit per acre to 20 dwelling units per acre. Although higher densities can be achieved through the City's density bonus provisions and through development agreements, there are currently not sufficient sites with appropriate zoning to accommodate the lower-income growth needs identified in the RHNA_(see discussion in Appendix B). Q ,riR9 the fire+ „eGF Gf the r.1GRRjR9 ror GdBy June 2010 the City will review vacant and underutilized parcels and identify mate —sites encompassing at least 15.6 developable acres that are suitable for higher .gens f multi -family development at a density of 30 units/ocre. By June 2011, -Following completion of the site evaluation and related environmental analysis, the City will redeSigraefe_prepare the required site- specific environmental analysis and rezone the selecteds ,f T parcels to allow multi- family development by -right in order to accommodate the lower-income RHNA of 466 units for this planning period. Rezoned sites will accommodate at least 16 units per site at a density of 30 units per acre. Sites with capacity for at least 50% of the lower-income need (i.e., 233 units) will be designated exclusively for residential use. Six-year objective: The City will conduct an evaluation of candidate sites for higher -density development and will identify adequate sites encompassing at least 15.6 acres .by June 2010 to accommodate the Regional Housing Needs Assessment. By June 2011, these sites will be rezoned to allow-fer multi -family development by -right at a density of at least 30 units per acre. The City will report annually as part of the General Plan Implementation Report on its progress in identifying and rezoning such sites. 10. Mixed Use Development The City is supportive of mixed-use development which would provide housing close to places of employment. The Specific Plan (SP) overlay designation can facilitate large- scale development areas in which residential, commercial, recreational, public facilities, and other land uses may be permitted. Conexus V-8 Revised Draft -June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan The Tres Hermanos Conservation Authority has been established with the City of Chino Hills to cooperatively plan for the future use of the 2,700 -acre area known as Tres Hermanos. At the present time, planning efforts are focused primarily on the Transporta- tion Corridor. Portions of this property (720 acres) are included within Diamond Bar's corporate limits in Planning Area 1. The City's General Plan currently provides for up to 144 residential units on this site, with no further definition of the unit type. Policy 3.3 provides specific direction for inclusion of multi -family units in this area. In addition to this residential component, facilities that may be developed in Tres Hermanos include educational institutions, a water reservoir for practical and aesthetic purposes, commercial developments, churches, institutional and other uses that are complementary to the overall objective of a master planned development. The upper portions of this site adjacent Diamond Ranch High School can readily tie into infrastructure and could support multi -family as well as single-family development within the current planning period. The Tres Hermanos property is currently owned by the City of Industry Redevelopment Agency, whose housing set-aside funds, administered by the County of Los Angeles Community Development Commission, could assist the development of affordable units. Six-year objective: The City will work in cooperation with Tres Hermanos Conservation Authority to realize mixed residential development in Tres Hermanos. The following milestones are anticipated: 1) Define the land use concept in cooperation with the Conservation Authority; 2) Develop Specific Plan; 3) Complete environmental clearance; 4) Site preparation; and 5) Development. While the City is moving forward to begin planning Tres Hermanos, it is premature to conclude whether the residential development component will be completed during this planning period. 11. Second Units The City's Development Code permits second units by right in the RR and RL Districts. Second units are allowed on lots between 10,000 and 20,000 square feet in size. The maximum size of the second unit is 600 square feet. If the lot is over 20,000 square feet, the maximum size of the second unit is up to 1,200 square feet. A second unit may be rented. Five second units were approved during the previous planning period (1998- 2007) . Six-year objective: While the City is not reliant on second units to address its regional housing needs, second units can contribute to the provision of lower cost rental housing, particularly for seniors. The City will continue to encourage construction of second dwelling units pursuant to the provisions of its Second Unit Ordinance, and will develop an informational handout in 2010 for distribution at the public counter. 12. Emergency Shelters Transitional/Supportive Housing and SRO Housing Senate Bill 2 of 2007 strengthened planning requirements for emergency shelters and transitional/supportive housing. The City will amend the Municipal Code within one year of Housing_ Element adoption in compliance with SB 2, including specific development Conexus V-9 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan standards that will apply to emergency shelters and clarification that transitional/supportive housing is a residential use subject to the some standards as other residential uses of the same type in the same zone. At this time the City is evaluating the suitability of existing church properties in the RM (Residential Medium Density) zone to accommodate an emergency shelter by right However, as part of the evaluation process the City Council may determine that another zone is better suited for this purpose. Any alternate zone that may be determined to be better suited for emergency shelters shall comply with the requirements of SB 2. As part of the Municipal Code amendment, appropriate findings and development standards will be adopted to encourage and facilitate development of an emergency shelter in compliance with SB 2. The City will also continue to cooperate with the San Gabriel Valley Council of Governments in its efforts to develop a regional strategy for addressing homelessness Six- ear objective: Amend the Development Code in conformance with SB 2 to establish development standards for emergency shelters and transitional/supportive housing within one year of Housing Element adoption and continue participating_ in the SGVCOG homeless study to address homelessness Removing Governmental Constraints Under current state law, the Housing Element must address, and where legally possible, remove governmental constraints affecting the maintenance, improvement, and development of housing. The following programs are designed to mitigate government constraints on residential development and facilitate the development of a variety of housing. X13. Affordable Housing Incentives/Density Bonus In order to specifically facilitate the development of affordable housing, the City utilizes Affordable Housing Incentives/Density Bonus Provisions (Development Code Chapter 22.18). Incentives provided for in Chapter 22.18 apply to developments of five or more dwelling units. if a density bonus and/or other incentives cannot be accommodated on a parcel due to strict compliance with the provisions of the Development Code, the Council is authorized to waive or modify the development standards as necessary to accommodate all bonus units and other incentives to which the development is entitled. Incentives will include a reduction in the required off-street parking pursuant to SB 1818 and allowing carports rather than garages for lower-income apartments. The City will consider appropriate changes to the Development Code to address the provisions of SB 1818 by 2010. Six-year objective: The City will consider appropriate changes to the Develop- ment Code to address the provisions of SB 1818 by 2010, and also develop a handout summarizing the benefits and requirements of its affordable housing incentives/density bonus provisions. The summary handout will be prepared and distributed to the development community. These incentives and provisions will be particularly important to potential developers of affordable senior housing. Conexus V-10 Revised Draft —June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan 4314, Efficient Project Processing The City is committed to a streamlined development process, and has adopted procedures to facilitate project processing. A prospective applicant or agent proposing development is strongly encouraged to request a pre -application conference with the Development Services Department before formal submittal of an application. The purpose of this conference is to inform the applicant of City requirements as they apply to the proposed development project, review the procedures outlined in the Development Code, explore possible alternatives or modifications, and identify necessary technical studies and required information relating to future entitlement review. Six-year objective: The City will continue to offer streamlined development processing, and will periodically review departmental processing procedures to ensure efficient project processing. Promoting Equal Housing Opportunities To adequately meet the housing needs of all segments of the community, the housing plan must include program(s) that promote housing opportunities for all persons regardless of race, religion, gender, family size, marital status, ancestry, national origin, color, age, or physical disability. 4--415. Fair Housing Program As a participating city in the Los Angeles County CDBG program, Diamond Bar has access to the services of the San Gabriel Valley and Long Beach Fair Housing Foundation for fair housing outreach and education, and counseling on housing discrimination complaints. The City will actively advertise the fair housing program through placement of fair housing service brochures at the public counter, at the Senior Center, through the City's newsletter, and on the City website. Apartment owners and managers are among the most important groups to educate about fair housing issues, rights and responsibilities. The Apartment Association of Greater Los Angeles conducts seminars on state, federal and local Fair Housing laws and problems of housing. In order to bring up these issues in the local community, the City will sponsor a seminar at which the Apartment Association makes a presentation and initiates discussion of fair housing issues with local apartment owners and managers. Six-year objective: The City will continue to promote fair housing practices, provide educational information on fair housing to the public, and specifically sponsor a Fair Housing seminar in the community in conjunction with the Greater Los Angeles Apartment Association no later than June 2010. Fair Housing informa- tion will be disseminated at libraries, senior centers, recreation centers, and Social Security and employment offices. The City will continue to refer fair housing complaints to the San Gabriel Valley and Long Beach Fair Housing Foundation, and maintain an open dialogue with the Foundation regarding the nature of complaints received. Conexus V-1 1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan 16. Reasonable Accommodation for Persons with Disabilities Senate Bill 520 cf 2001 requires cities to remove constraints or make reasonable accommodations for housing occupied byperscns with disabilities. The City will amend the Municipal Code in 2009 to establish procedures for reviewing and approving requests for reasonable housing accommodations pursuant to SB 520. Six-year objective: The City will amend the Municipal Code in 2009 to include reasonable accommodation procedures for persons with disabilities in compliance with SB 520. Conexus V-12 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan Table V-1 Housing Implementation Program Summary Conexus V-13 Revised Draft — June 2, 2009 I Six -Year Objective(s) Funding Responsible Department Housing Program the Existing Program Goal SupplyConserving .... and Time Frame Source(s) or Agency 1. Residential Code Proactive program conducts Provide citywide focused code CDBG Development Services Enforcement neighborhood inspections enforcement linked with Dept. Program on a regular basis rehabilitation assistance. throughout entire City. Implementation ongoing. 2. Minor Home Improve neighborhoods Provide minor repair/rehab to 10 Volunteers Development Services Repair Program evidencing deferred units annually. Implementation Dept.; Homeowners maintenance through ongoing. Associations property maintenance and rehab. 3. Single -Family Provide loans to lower- Provide ongoing advertisement of CDBG; Development Services. Rehabilitation income homeowners to loans available through the County HOME County LA Community Program help them rehabilitate their for qualified homeowners. Development Commission homes. Implementation ongoing. 4. Section 8 Rental Provide rental subsidies to Continue current levels of rental HUD Los Angeles County Assistance very low-income assistance and direct eligible Housing Authority Program households. households to the County program. Implementation ongoing. 5. Preservation of Preserve existing stock of Preserve 149 low/mod units in The None Development Services Assisted Housing subsidized housing. Seasons Senior Apartments. required Dept. Implementation ongoing. 6. Mobile Home Park Support preservation of Maintain residential zoning, and None Development Services Preservation City's two mobile home enforce State closure requirements required Dept. parks as affordable as necessary. Implementation housing. ongoing. ProvisionAssisting in the 7. First-time Expand homeownership Provide 6 HOPs and 6 MCCs CDBG, Development Services Homebuyer opportunities for low- and annually based on availability. HOME Dept. County Community Assistance moderate -income Implementation ongoing. Development Commission Programs homebuyers. 8. Senior and Provide additional senior Evaluate sites, contact property CDBG, Development Services Workforce and affordable rental owners within two years. Industry Dept. County Community Housing housing to address City's Coordinate with local colleges and Set -Aside, Development Commission Development growing senior population, universities. Tax and housing overpayment Credits, among renters. other Conexus V-13 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element V. Housing Action Plan Conexus V-14 Revised Draft — June 2, 2009 Six -Year Objective(s) Funding Responsible Department Housing Program Program Goal and Time Frame Sources) or Agency Providing , 9. Land Use Element Provide adequate sites at Conduct an evaluation of General Development Services varying densities for future candidate sites for higher density Fund Dept. housing development, development and identify and rezone sufficient sites to accommodate at least 466 additional lower-income multi- family units at a density of 30 units/acre by 2010. Report annually as part of the General Plan Implementation Report on progress in identifying and rezoning sites. 10. Mixed Use Provide expanded areas for Work with Tres Hermanos General Development Services Development mixed residential Conservation Authority to develop Fund Dept. development in places close joint Specific Plan. to employment. 11. Second Units Provide opportunities for Development informational General Development Services scattered second unit handout on second units by 2010. Fund Dept. rentals integrated in single- Removing Governmental family neighborhoods. Constraints 12. Affordable Facilitate the production of Consider appropriate changes to the General Development Services Housing affordable housing through Development Code to address SB Fund Dept. Incentives/ Density provision of regulatory and 1818 by 2010. Bonus financial assistance. 13. Efficient Project Provide efficient Continue to offer streamline General Development Services Processing development processing development processing, and Fund procedures periodically review procedures. Implementation ongoing. Promoting . Opportunities 14. Fair Housing Further fair housing Provide educational information on General Development Services Program practices in the community. fair housing to the public, and Fund, Dept.; Long Beach Fair sponsor seminar in 2008-09. Refer CDBG Housing Foundation fair housing complaints to the San Gabriel Valley and Long Beach Fair Housing Foundation, and develop ongoing dialogue regarding nature of complaints received. Implementation ongoing. Conexus V-14 Revised Draft — June 2, 2009 i City of Diamond Bar Housing Element V. Housing Action Plan Table V-2 Quantified Objectives, 2008-2014 City of Diamond Bar Income Category Ex. Low V. Low Low Mod Upper Totals New construction (1) 143 284143 47-9 498 439 443 4 99A 180 189 1.098 Rehabilitation 25 25 50 Conservation (2) 76 82 37 195 1. quantified objective for new construction is for the period 1/1/2006 - 6/30/2014 per the RHNA 2. Section 8 units +The Seasons senior apartments Conexus V-15 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A - Evaluation of Prior Housing Element Appendix A Evaluation of the Prior Housing Element Section 65588(a) of the Government Code requires that jurisdictions evaluate the effectiveness of the existing Housing Element, the appropriateness of goals, objectives and policies, and the progress in implementing programs for the previous planning period. This appendix contains a review the housing goals, policies, and programs of the previous housing element, and evaluates the degree to which these programs have been implemented during the previous planning period, 2001 through 2007. This analysis also includes an assessment of the appropriateness of goals, objectives and policies. The findings from this evaluation have been instrumental in determining the City's 2008 Housing Implementation Program. Table A-1 summarizes the programs contained in the previous Housing Element along with the source of funding, program objectives, accomplishments, and implications for future policies and actions. Table A-2 summarizes the goals and policies contained in the previous Housing Element along with an assessment of their appropriateness for the new planning period. Table A-3 summarizes new units built during the previous Housing Element period. Table A-4 presents the City's progress in meeting the quantified objectives from the previous Housing Element. Conexus A-1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Table A-1 Housing Element Program Evaluation - 2001-2007 City of Diamond Bar Program I Program Objectives Accomplishments Future Policies and Actions CONSERVINGOF •-DA:HOUSING 1. Residential Code Enforcement Program Continue to implement the neighborhood The City has two full time Neighborhood Continue to implement the Neighborhood The City implements a pro -active Neighborhood improvement program and direct eligible Improvement (NI) Officers that proactively Improvement Program, and direct eligible Improvement Program. Neighborhood inspections are households to available rehabilitation surveyed the target neighborhood areas for households to available rehabilitation assistance conducted on a regular basis throughout the entire City, assistance in order to correct code violations. structure and general property maintenance. In order to correct violations. Provide focused The checklist for residential violations includes inoperable Provide focused code enforcement and NI officers worked with property owners to neighborhood improvement and rehabilitation vehicles, trash storage, parking on paved areas only, rehabilitation assistance in neighborhoods correct maintenance violations and assistance in neighborhoods evidencing structure maintenance, landscape maintenance, and fence evidencing concentrations of deteriorating units. encourage improvements to properties. concentration of deteriorating units. and wall maintenance. After the neighborhood inspection, Where appropriate, owners were referred to the CDBG-funded Home Improvement letters are sent out to all property owners in areas where Program for assistance in rehabilitating the violations have been observed. A follow-up inspection will properties. be conducted, at which time any noticed properties found to be in violation of the Municipal Code are subject to a $100 citation. When problems are observed, inspectors may refer the residents to the Single Family Rehabilitation loan program, or to civic organizations which assist elderly householders with minor paint and repair, yard clean-up and junk cars through the "Paint the Town" minor repair and rehabilitation program. 2. Minor Home Repair Program ("Paint the Town") Minor repair and rehabilitation for ten (10) units The Diamond Bar Improvement Association Continue to set aside a minimum of $130,000 The City supports the "Paint the Town" minor repair and annually, has assisted one property in minor home from CDBG funds for minor home repairs (CDBG rehabilitation program which uses volunteer labor and repair including painting the house. The City Home Improvement Program) including 'paint the CDBG funds to purchase supplies. Through this annual set aside an average $130,000 CDBG funds for Home Improvement Program for minor town" program. event organized by the Homeowners Association, civic and rehabilitation, which provide a repair repairgrant organizations assist elderly, low/moderate income and/or $10,000 no interest loan householders with minor paint and repair, yard cleanup for minor home repairs for eligible properties fofollows: and junk cars. Applicants are selected by income verification as well as needs assessment. 2003-04 = 9 2004-05 = 8 2005-06 =10 2006-07 =1 D Conexus A-2 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions 3. Single -Family Rehabilitation Program The City will continue to advertise the County Between 2001 and 2008, the City continued to The City will continue to advertise the County Diamond Bar participates in the Los Angeles County program which provides rehabilitation loans to provide information and referrals regarding program, which provides rehabilitation loans to Single Family Rehabilitation Program which assists qualified lower and moderate income the Los Angeles County Single Family qualified lower and moderate income low/moderate income (120% MFI) single-family home- homeowners. Rehabilitation Program. homeowners. owners who need property rehabilitation. The maximum loan amount is $25,000, although loan amounts typically vary from $15,000 to $25,000. Code Enforcement Officers have identified four older neighborhoods for focused marketing of available County housing rehabilitation programs. 4. Section 8 Rental Assistance Program The City's objective is to continue current levels Between 2001 and 2008, Los Angeles County The City's objective is to continue current levels of The Section 8 Rental Assistance Program extends rental of Section 8 rental assistance, and to direct Housing Authority has provided 59 Section 8 rental assistance, and to direct eligible subsidies to very low-income households who spend more eligible households to the County program. households in Diamond Bar with Section 8 households to the County program. than 30% of their gross income on housing. Rental rental assistance. assistance not only addresses housing affordability, but also overcrowding by allowing families that may be "doubling up" in order to afford their housing. The Los Angeles County Housing Authority coordinates Section 8 rental assistance on behalf of the City, with 46 households (July 2000) currently participating in the program. 5. Preservation of Assisted Housing Preserve 149 low and moderate income units in The Seasons Apartments are preserved for The City will continue to preserve 149 low and Diamond Bar contains only one assisted housing project, the Seasons Apartments. low and moderate income units. moderate income units in the Seasons the 149 -unit Seasons Apartments (formerly "Heritage Apartments. Park"), for senior citizens. This project was constructed in 1988 and was originally financed under the Los Angeles County Multi -family Mortgage Revenue Bond program. The project was refinanced in November, 1999 under the California Community Development Authority's Multifamily Housing Re -funding Bond, and was transferred to non- profit ownership. According to the terms of the new bond agreement, income restrictions for residents and corresponding rent limits were set. For the duration of the bond which expires December 2, 2034, all units will be affordable: 30 units (20%) will be very low income, 82 units (25%) will be low income, and 37 units will be moderate income (defined as 100% AMI). The Seasons Apartments are owned by the Corporate Fund for Housing, a non-profit organization, 6. Mobile Home Park Preservation The City will continue to support preservation of No change. The City will continue to support preservation of There are two mobile home parks in Diamond Bar, both its two mobile -home parks as important its two mobile -home parks as important affordable located in the western portion of the City: Diamond Bar affordable housing resources. housing resources. Conexus A-3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A - Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions Estates and Walnut Creek Estates. These mobile home parks had been developed before incorporation of the City on land previously designated as Industrial under the County's jurisdiction. The Diamond Bar General Plan Land Use Map adopted in July, 1995 designated both mobile home parks "residential" in order to preserve their status and prevent future inconsistencies. Any proposed land use change to the mobile home parks would now require an amendment to the City's General Plan and Zoning Ordinance, as well as adherence to State mobile home park closure requirements. ASSISTING IN THE PROVISION OF HOUSING 7. First Time Homebuyer Assistance Program The City will advertise these programs and The City has referred eligible families to Los The City will advertise these programs and In partnership with Los Angeles County, Diamond Bar provide brochures to interested homebuyers. In Angeles County Community Development provide brochures to interested homebuyers. In offers a first-time homebuyer assistance program and addition, the City will work with realtors to make Commission for MCC and HOP loans. addition, the City will work with realtors to make Mortgage Credit Certificates. To be eligible, families must them aware of these programs. Through the Between 2001 and 2008, 5 families qualified them aware of these programs. Through the meet the specified income requirements and be able to County, the City will continue to provide HOP for HOP loans and 3 families qualified for County, the City will continue to provide HOP pay a 5 -percent down payment on their home. The loans and MCCs to qualified first-time MCC Program. loans and MCCs to qualified first-time maximum sales price for a home through the program in homebuyers. The objective is to provide six (6) homebuyers. The objective is to provide six (6) 1999 is $248,000. The maximum price of a home HOP and six (6) MCCs loans per year HOP and six (6) MCCs loans per year depending purchased in conjunction with the Mortgage Credit depending on availability. on availability. Certificate program (described below) is $239,790 for an existing home and $281,800 for a new home. Home Ownership Program (HOP) The City participates in the Los Angeles County Home Ownership Program (HOP) which provides zero -interest loans with no repayment due until the home is sold, transferred, or refinanced. Maximum loan amount is $15,000 or 25% of the purchase price, whichever is the least. The loan is secured by a second trust deed and a promissory date. The home must be owner -occupied for the 20 -year life of the loan. Mortgage Credit Certificate (MCC) The Mortgage Credit Certificate (MCC) program is a federal program that allows qualified first-time homebuyers to take an annual credit against federal income taxes of up to 15% of the annual interest paid on the applicant's mortgage. This enables homebuyers to have more income available to qualify for a mortgage loan and make the monthly mortgage payments. The value of the MCC must Conexus A-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions be taken into consideration by the mortgage lender in underwriting the loan and may be used to adjust the borrower's federal income tax withholding. The MCC program has covenant restrictions to ensure the affordability of the participating homes for a period of 15 years. MCCs can be used in conjunction with the Home Ownership Program (HOP). 8. Development of Senior and Workforce Housing The City will identify and evaluate sites suitable In 2004, the City completed 22,500 square The City will continue to identify and evaluate With an estimated ten percent of the City's population 65 for new senior and workforce housing. Within feet community center (Diamond Bar Center) sites suitable for new senior and workforce years of age and above, and another 13% turning this age one year, the City will contact land/property that allocated spaces for senior programs. housing, provide information on available over the coming decade, Diamond Bar will begin to owners regarding the City's interest in assisting regulatory and financial incentives, and assist experience a significant increase in the need for senior in the development of senior and workforce developers in applying for funds. housing and services. Particularly those seniors 75 years+ housing, provide information on available begin to require housing with a supportive service regulatory and financial incentives, and assist component. The City currently has only one senior housing developers in applying for funds. facility, the 149 unit Seasons Apartments. Based on 1990 Census Data, CHAS estimated that 43% of all renter households had a cost burden greater than 30% of household income, and that 18% of renters had a cost burden greater than 50%. The current countywide shortage of rental apartments, rising rents and decreasing vacancies, has increased the need for rental housing affordable to the local workforce. Workforce occupations for which high housing costs make it difficult to live in the community where the householder is employed include teachers, police and firefighters. The City will assist in establishing a second senior facility and developing workforce housing in several ways. First, the City will identify suitable sites for development. Second, the City will offer regulatory incentives, and/or direct financial assistance appropriate to the project. The following are among the types of incentives which may be provided: Contributions to off- site improvements (e.g. traffic mitigation, infrastructure upgrades, etc) Flexible development standards (reduced parking, reduced open pace, modified setbacks, etc) Density bonuses City support in affordable housing funding applications Conexus A-5 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions Reduction in development fees Direct financial assistance Pursuant to the City's Affordable Housing Incentives Ordinance, the City provides modified development standards, including parking reductions, for senior and affordable projects. (In addition, Policy 4.3 has been added to the element to provide parking reductions for market rate mufti -family projects). A portion of the City's CDBG funds can be used to help finance senior and workforce housing projects. New housing developments in Diamond Bar may also be eligible for City of Industry funds, as well as other funding sources identified in the Resources chapter of the Element (Table 32). Typically, local government assistance can serve as gap financing to bridge the difference between the total project cost and the equity investment plus market -rate debt. Alternatively, the City may acquire a site and provide it to the developer at no or low-cost. PROVIDING ADEQUATE 9. Land Use Element The City will continue to provide appropriate Between the period of 2001 and 2005, the The City will continue to provide appropriate land The Land Use Element of the General Plan, as discussed land use designations and maintain an City added 347 units. Between the period of use designations for residential development, earlier in Section 3, provides for a variety of housing types inventory of sites suitable for residential 2006 and 2007, the City added 176 units. coupled with incentives for the development of in Diamond Bar, with densities ranging from one unit per development, coupled with incentives for the affordable housing. To address its share of acre to 20 dwelling units per acre. Higher densities can be development of affordable housing, to address regional housing needs for the 2006-2014 achieved through the City's density bonus provisions, and its share of regional housing needs. The City planning period, the City will identify and rezone through development agreements. The Land Use Plan will also identify sites suitable for senior and sufficient sites to accommodate at least 463 provides for a net increase of 735 units, including 298 high workforce housing development. additional lower-income multi -family units at a density units. This residential development potential is density of 30 units/acre by 2010. more than adequate to address the City's share of regional housing needs, which are identified as 144 dwelling units between 1998 and 2005. The City will limit development of vacant Medium High Density (RMH) and High Density (RH) designated properties to multi -family use, and will encourage development at the high end of the permitted density range to accommodate the maximum number of units. 10. Mixed Use Development The City will work in cooperation with Tres The previous objectives were not The City will work in cooperation with Tres The City is supportive of mixed-use development which Hermanos Conservation Authority to realize accomplished, however the City does not Hermanos Conservation Authority to realize would provide housing close to places of employment. The mixed residential development in Tres control the property and is therefore mixed residential development in Tres Hermanos. Specific Plan (SP) overlay designation can facilitate large Hermanos. The following milestones are dependent on the owner to initiate The following milestones are anticipated: 1) scale development areas in which residential, commercial, anticipated: 1) Define the land use concept in Define the land use concept in cooperation with Conexus A-6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions recreational, public facilities, and other land uses may be cooperation with the Conservation Authority; 2) development applications. the Conservation Authority; 2) Develop Specific permitted. Develop Specific Plan; 3) Complete Plan; 3) Complete environmental clearance; 4) The Tres Hermanos Conservation Authority has been environmental clearance; 4) Site preparation; 5) Site preparation; 5) Development. While the City established with the City of Chino Hills to cooperatively Development. While the City is moving forward to begin planning Tres Hermanos, it is is moving forward to begin planning Tres Hermanos, it is premature to conclude whether plan for the future use of the 2,700 -acre area known as Tres Hermanos. At the present time, planning efforts are premature to conclude whether the residential the residential development component will be focused primarily on the Transportation Corridor. Portions development component will be completed during this planning period. completed during this planning period. of this property (720 acres) are included within Diamond Bar's corporate limits in Planning Area 1. The City's General Plan currently provides for up to 144 residential units on this site, with no further definition of the unit type. Policy 3.3 has now been added to the Housing Element to provide specific direction for inclusion of multifamily units in this area. In addition to this residential component, facilities which may be developed in Tres Hermanos include educational institutions, a reservoir for practical and aesthetic purposes, commercial developments, and churches, institutional and other uses which are complimentary to the overall objective of a master planned area. The upper portions of this site adjacent Diamond Ranch High School can readily tie into infrastructure and could support multifamily as well as single family development within the five year planning period. The Tres Hermanos property is currently owned by the City of Industry Redevelopment Agency whose housing set-aside funds, administered by the County of Los Angeles Community Development Commission, could assist the development of affordable units. 11. Second Units While the City is not reliant on second units to The City amended the Development Code to While the City is not reliant on second units to The City's Development Code permits second dwelling address its regional housing needs, second allow second unit by right in the RR and RL address its regional housing needs, second units units by right in all residential zone districts, subject to units can contribute to the provision of lower Districts. Lot size that is between 10,000 and can contribute to the provision of lower cost rental Minor Conditional Use Permit approval by the City's cost rental housing, particularly for seniors. The 20,000 square feet may have a second unit housing, particularly for seniors. The City will hearing officer and a noticed public hearing. Minimum lot City will continue to encourage construction of up to 600 square feet. Lot size over 20,000 continue to encourage construction of second size is 10,000 square feet and there must be a minimum second dwelling units pursuant to the provisions square feet may have a second unit up to dwelling units pursuant to the provisions of its buildable pad size of 400 square feet exclusively for the of its Second Unit Ordinance, and will develop 1200 square feet. Between the period of Second Unit Ordinance, and will develop an secondary unit. A secondary dwelling unit may be rented. an informational handout in 2001 for distribution 2005 and 2008, the City has approved 5 informational handout in 2010 for distribution at Although the City's revised Development Code was at the public counter. second units. the public counter. adopted in November 1998, to date there have been no requests for planning approval of second units. REMOVING•VERNMENTAL CONSTRAINTS 12. Affordable Housing IncentiveslDensity BonusThe City will develop a handout summarizing Due to budget and staffing limitations, a The City will develop a handout summarizing the Conexus A-7 Devised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Program Objectives Accomplishments Future Policies and Actions In order to specifically facilitate the development of the benefits and requirements of its affordable handout was not developed. benefits and requirements of its affordable affordable housing, the City utilizes Affordable Housing housing incentives/density bonus provisions. housing incentives/density bonus provisions. The Incentives/ Density Bonus Provisions (Development Code The summary handout will be prepared and summary handout will be prepared and distributed Chapter 22.18). Incentives provided in Chapter 22.18 apply distributed to the development community in to the development community in 2009. These to developments of five or more dwelling units. If a density 2001. These incentives and provisions will be incentives and provisions will be particularly bonus and/or other incentives cannot be accommodated particularly important to potential developers of important to potential developers of affordable on a parcel due to strict compliance with the provisions of affordable senior housing. senior housing. The City will consider appropriate the Development Code, the Council is authorized to waive changes to the Development Code to address the or modify the development standards as necessary to provisions of SB 1818 by 2010. accommodate all bonus units and other incentives to which the development is entitled. The density bonus consists of up to 25% increase in the number of dwelling units normally allowed by the zoning district. A qualifying project is entitled to at least one of the following incentives identified by State law (government code Section 65915(h)): A reduction in the parcel development standards of the Development Code (e.g., coverage, setback, zero lot line and/or reduced parcel sizes, and/or parking requirements); Approval of mixed-use zoning in conjunction with the housing project if non-residential land uses will reduce the cost of the housing project, and the non-residential land uses are compatible with the housing project and surrounding development; and other regulatory incentives or concessions proposed by the developer or the City that will result in identifiable cost reductions. Affordable housing developments adjacent to public transportation, such as the multi -family sites on Diamond Bar Boulevard, may be particularly appropriate for a reduction in the required number of parking spaces. 13. Efficient Project Processing The City will continue to offer streamlined The City continued to provide streamlined The City will continue to offer streamlined The City is committed to a streamlined development development processing, and will periodically development processing. development processing, and will periodically process, and has adopted procedures to facilitate project review departmental processing procedures to review departmental processing procedures to processing. A prospective applicant or agent proposing ensure efficient project processing. ensure efficient project processing. development is strongly encouraged to request a pre - application conference with the Development Services Department before formal submittal of a building permit application. The purpose of this conference is to inform the applicant of City requirements as they apply to the proposed development project, review the procedures outlined in the Conexus A-8 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Program Development Code, explore possible alternativesor Program Objectives Accomplishments Future Policies and Actions modifications, and identify necessary technical studies and required information relating to future entitlement review. PROMOTING EQUAL HOUSING OPPORTUNITIES 14. Fair Housing Program As a participating city in the Los Angeles County CDBG The City will continue to promote fair housing practices, provide educational information on The City continued to promote fair housing by providing information and referrals to the The City will continue to promote fair housing program, the City has access to services of the Long Beach Fair Housing Foundation for fair housing outreach fair housing to the public, and specifically sponsor aFair Housing seminar in the Long Beach and San Gabriel Valley Fair Housing Foundation. practices, provide educational information on fair housing to the public, and specifically sponsor a and education, and counseling on housing discrimination community in conjunction with the Greater Los Fair Housing seminar in the community in complaints. Diamond Bar will actively advertise the fair Angeles Apartment Association. Fair Housing conjunction with the Greater Los Angeles housing program through placement of fair housing service itrformation will be disseminated at libraries, Apartment Association. Fair Housing information brochures at the public counter, at the Senior Center, senior centers, recreation centers, and social will be disseminated at libraries, senior centers, through the City's newsletter, and on the City website. security and employment offices. The City will recreation centers, and social security and Apartment owners and managers are one of the most continue to refer fair housing complaints to the employment offices. The City will continue to refer important groups to educate about fair housing issues, rights and responsibilities. The Apartment Association of Long Beach and San Gabriel Valley Fair Housing Foundation, and maintain an open fair housing complaints to the Long Beach and San Gabriel Valley Fair Housing Foundation, and Greater Los Angeles conducts seminars on State, Federal dialogue with the Foundation regarding the maintain an open dialogue with the Foundation and Local Fair Housing Laws and problems of housing. In nature of complaints received. regarding the nature of complaints received. order to bring up these issues in the local community, the City will sponsor a seminar at which the Apartment Association makes a presentation and initiates discussion of fair housing issues with local apartment owners and managers. Conexus A-9 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Table A-2 Appropriateness of Housing Element Goals and Policies City of Diamond Bar 2001 -2007 Goal Policy Appropriateness GOAL 1 Consistent with the Vision Statement, preserve and conserve the existing housing stock and maintain Appropriate — retain. property values and residents' quality of life. Policy 1.1 Continue to offer home improvement and rehabilitation assistance to Appropriate — retain. low- and moderate -income households, including seniors and the disabled. Policy 1.2 Continue to use the Neighborhood Improvement Program to bring Appropriate — retain. substandard units into compliance with City codes and improve overall housing conditions in Diamond Bar. Policy 1.3 Promote increased awareness among property owners and residents of Appropriate — retain. the importance of property maintenance to long-term housing quality GOAL 2 Consistent with the Vision Statement, provide opportunities for development of suitable housing to Appropriate — retain. New program objectives must be incorporated meet the diverse needs of existing and future residents. to reflect future needs for the 2008 — 2014 planning period. Policy 2.1 Provide favorable home purchasing options to lower and moderate- Appropriate — retain. income households through County and other homebuyer assistance programs. Policy 2.2 Develop additional outreach and advertising to make more residents The City should continue existing outreach methods; additional aware of homebuyer assistance programs and to enhance program methods are not required. utilization. Policy 2.3 Maintain affordability controls on government -assisted housing units in Appropriate — retain. the City. Policy 2.4 Facilitate the development of second units as a means to provide Appropriate — retain. affordable housing opportunities in existing neighborhoods. GOAL 3 Provide adequate sites through appropriate land use and zoning designations to accommodate future Appropriate — retain. housing growth. Policy 3.1 Maintain an inventory of potential sites available for future housing Appropriate — retain. New program objectives must be incorporated development. to reflect future needs for the 2008 — 2014 planning period. Conexus A-10 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Goal Policy Appropriateness Policy 3.2 Limit development of vacant Medium High Density (RMH) and High Appropriate — retain. Density (RH) designated properties to multi -family use. Policy 3.3 Integrate multi -family residential uses within the Tres Hermanos Appropriate — retain. Specific Plan. Policy 3.4 Coordinate with local colleges and universities in provision of housing Appropriate — retain. However, a program action is required to for faculty and staff. implement this policy (see Program 8). GOAL 4 Mitigate potential governmental constraints which may hinder or discourage housing development in Appropriate — retain. Diamond Bar. Policy 4.1 Continue to provide regulatory incentives and concessions to facilitate Appropriate — retain. affordable housing development in the City. Policy 4.2 Promote the expeditious processing and approval of residential projects Appropriate — retain. that meet General Plan policies and City regulatory requirements. Policy 4.3 Consider granting parking exceptions, on a case by case basis, for Appropriate — retain. multi -family projects. Pursuant to the City's Affordable Housing Incentives Ordinance, provide parking reductions for projects with an affordable housing component. Policy 4.4 Periodically review City regulations, ordinances, departmental Appropriate — retain. processing procedures and residential fees related to rehabilitation and/or construction to assess their impact on housing costs, and revise as appropriate. GOAL 5 Consistent with the Vision Statement, encourage equal and fair housing opportunities for all Appropriate — retain. economic segments of the community. Policy 5.1 Continue to enforce fair housing laws prohibiting arbitrary discrimination Appropriate — retain. in the building, financing, selling or renting of housing on the basis of race, religion, family status, national origin, physical handicap or other such circumstances. Policy 5.2 Direct persons with fair housing complaints to the appropriate Agency Appropriate — retain. for investigation and resolution. Policy 5.3 Encourage apartment managers and owners to attend fair housing Appropriate — retain. seminars offered by the Apartment Association of Greater Los Angeles, Conexus A-1 1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Table A-3 Residential Development Summary City of Diamond Bar 1998-2007 Conexus A-12 Revised Draft — June 2, 2009 1998.2005 2006-2007 Very Low Low Mod Upper Very Low Low Mod Upper Project/Site General Plan/Zoning Density Total Total The "Country," a private gated community -Tracts RR/ R-1-40,000 Rural Residential 104 104 15 15 47850, 47851, 48487, 50314 and 51169 (Crystal ldu/acre Ridge, Oak Knoll, Emerald Ln, Woodbridge ct, Windmill Dr) Diamond Crest (Standard Pacific homes) at RPD -10,000/ RL Low Density 106 106 Diamond Point and Brea Canyon Road Residential (max.3du/ acre Various Custom homes in the "Country," a private RR/R-1-20,000 & A-2 1dulacre 7 7 gated community Diamond Hills (Pulte Homes) at Diamond Bar PA-2SP/ General Plan - Max. 129 129 Blvd and Tin Drive RPD -20,000 130 units Vantage (Brookfield Homes) at Grand Ave PA-3SP/ SP — Max. 200 units 160 160 Lavender and Vantage Dr SP 1194 Chisholm Trail RL/ R-1-8,000 Low Density 1 1 Residential (max.3du/ acre �31 Second units 3 1 2 2 1 2 Totals 3 3 347 1 350 1 2 2 175 1 177 Conexus A-12 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix A — Evaluation of Prior Housing Element Table A-4 Progress in Achieving Quantified Objectives — 2001-2007 City of Diamond Bar *Quantified objective and progress for new construction reflect units built 1998-2005, per the previous RHNA cycle **46 Section 8 units +30 senior apartments (The Seasons) ***The Seasons Senior Apts Conexus A-13 Revised Draft - June 2, 2009 Quantified Progress Program Category Objective 2001-05 2006-07 New Construction* Very Low 23 Low 17 Moderate 27 3 2 Above Moderate 1 76 347 175 Total 143 350 177 Rehabilitation Very Low Low 25 Moderate 25 Above Moderate Total 50 0 0 Conservation Very Low 76** 76 Low 82*** 82 Moderate 37*** 37 Above Moderate Total 195 195 *Quantified objective and progress for new construction reflect units built 1998-2005, per the previous RHNA cycle **46 Section 8 units +30 senior apartments (The Seasons) ***The Seasons Senior Apts Conexus A-13 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix B - Residential Land Inventory Appendix B Residential Land Inventory 2006-2014 Overview The detailed assumptions and methodology for the residential land inventory are provided below and summarized in Tables B-1. As noted in Chapter III, units built after January 1, 2006 are credited toward the RHNA allocation for the new planning period. Table A-3 in Appendix A summarizes housing units completed during 2006 and 2007. During these two years, two second units and 196 single-family homes were built. The second units are assigned to the moderate -income category since the typical apartment rent falls within the moderate category (see Table II -18 and Table II -20). The single-family homes and condos are assumed to be in the above -moderate income category. Methodology for income Category and Realistic Capacity of Vacant Sites Table B-1 summarizes approved projects and vacant parcels suitable for residential development. These parcels, shown on Figure B-1, can accommodate a total of 9-7-4-841 dwelling units. Market -rate rental apartments were assigned to the moderate -income category based on income limits for affordability categories and the rental market survey described in Chapter II (see Table II -18 and Table I1-20). New for -sale units, both detached and attached, were assigned to the above -moderate category. Potential to Accommodate the RHNA As noted in Chapfer III (Table III -1) the City's net remaining RHNA for the 2008-2014 planning period is as follows: Lower-income units - 463 units Moderate -income units -- 186 units Above -moderate units - 264 units As shown in Table B-1, the capacity of vacant and underutilized sites is more than sufficient to accommodate the City's remaining need in the Moderate- and Above- moderate categories. There is currently a shortfall of potential sites with appropriate zoning to accommodate the City's remaining lower-income need. At the default density of 30 units/acre, approximately 15.5 acres of land would be needed to accommodate the remaining lower-income need of 463 units. Although the city has relatively few significant vacant or underutilized parcels, the following sites have some potential for high-density residential or mixed-use development (see Table B-1): • K -Mart Site. This existing commercial center at the intersection of Diamond Bar Blvd. and Golden Springs Drive is approximately 20 acres with an operating K -Mart store plus smaller shops. The property owner has expressed interest in redeveloping the site, which is adjoined by existing multi -family residential uses. The site has Conexus B-1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix B - Residential Land Inventory potential for high-density or mixed-use residential development. A zone change would be required to allow high-density residential or mixed-use development. Tres Hermanos. This 720 -acre property, owned by the City of Industry but within the City of Diamond Bar, has significant residential or mixed-use development potential. It is anticipated that a specific plan will be prepared for the entire project. Although a variety of constraints exist (slopes or geotechnical issues sensitive biological areas, access, etc.) the site is large enough to set aside portions of the project as open space and concentrate residential or mixed-use development in suitable areas. • LDS Church. This site, located on Diamond Bar Blvd. north of Grand Avenue is approximately 4.5 acres and is developed with an existing church facility with approximately 2 acres of vacant land on the rear portion of the site. Additional development potential exists on the rear portion, which is surrounded on three sides by single-family and multi -family residential neighborhoods. • Aera Energy. Aera Energy, LLC, is proposing the construction of a new 2,935 -acre Master Planned Community. The proposed project site is located on the border of Los Angeles and Orange Counties. The majority of the 2,935 -acre project is located within an unincorporated area of Los Angeles County (approximately 2,614 acres) and the remaining portion is located within unincorporated Orange County (approx. 322 acres). The project site is generally bounded by the City of Diamond Bar to the northeast, the unincorporated residential community of Rowland Heights to the north, Harbor Boulevard/Fullerton Road and the City of La Habra Heights to the west, the City of Brea to the south, and State Route 57 (SR - 57) to the east. Approximately 323 acres of the project site is located east of SR -57 within unincorporated Los Angeles County, south of the City of Diamond Bar. Of the proposed 2,935 acre development, approximately 1,940 acres are proposed to be annexed into the City of Diamond Bar and the balance of the acreage to Orange and unincorporated Los Angeles Counties. The portion of the project to be located in Diamond Bar may include the construction of up to 2,800 residential units, 200,000 square feet of commercial space, public parks and recreation uses potentially includinq a sports park and lands required for recreational use, and public open spaces and related public facilities. Since none of these potential sites are currently zoned for high-density residential development amendments to the General Plan and zoning would be necessary in order for multi -family development to occur. Program 9 in the Housing Action Plan (Chapter V) commits the City to identifying and rezoning at least 15.5 acres of land for high-density residential or mixed use development. Since the four sites described above encompass nearly 3,000 acres, it is clear that sufficient opportunities exist to accomplish this goal. Conexus B-2 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix B — Residential Land Inventory Table B-1 Residential Land Inventory City of Diamond Bar Conexus 13-4 Revised Draft — June 2, 2009 Potential Units by Income Realistic Category Site (Address/APN) General Plan Zoning Acreage Constraints Density Total Lower I Mod Upper Projects A... Dairy drive thru Custom homes 23671 Golden Springs Various lots in Country High Density Res Rural Residential RH-PD R-1-40,000 0.62 20 dulac 1 du/ac 9 18 9 18 Custom homes Various lots in Country Rural Residential R-1-20,000 1 du/ac 6 6 Custom homes Various lots in Country Low Density Res R-1-8,000 3 du/ac 2 2 Vantage Vantage Dr. Specific Plan SP 14.3 12 du/ac 20 20 South Pointe West End of Larkstone Specific Plan SP 34.52 3 du/ac 49 99 99 Yoh & Millennium End of Alamo Heights Rural Residential R-1-40,000 87.5 1 du/ac 53 53 Singh -Jewel Ridge End of Crooked Creek I Low Density Res I RL -PD 1 12.9 1 3 du/ac 1 1 16 16 1 16 Subtotal 0 4249 99-214 223 North End of DB 8706-008-013 and Caltrans Medium Density Commercial approx.1.4 None 12 du/ac Path Residential Planned Dev 16 16 Tres Hermanos 8701-021-271/901/904; 8701- Planning Area 1- Agriculture 720 Constraints analysis will be 1 du/ 5 ac 022-270/273/901 Specific Plan (A-2-1) required as part of specific plan, but sufficient land area exists to transfer density as needed 444 144 Summitridge 8701-013-902 Low Density Residential RPD- 20,000-2U 1.25 None 3 du/ac 3 3 Site D 8714-002-901 8714-002-900 Public Facilities, Low SF Res; 30.19 ac, 202 units proposed under the Site 20 du/ac D Specific Plan 8714-015-902 8714-002-903 Res, Commercial Community Com mixed use 8714-015-001 w110 ac. res 200202 290202 End of Fern Hollow 8293-001-022 Rural Residential Single Family 21.42 Hillside topography 1 du/ac Res (R1-10,000) 21 21 The Country at Shadow Canyon Various vacant lots for custom homes Rural Residential Single Family (R- 1-40,000) None 1 du/ac 50 50 1850 S. Diamond 8713-007-003 High Density Limited Multiple 13 Existing storm drain easemem 20 dulac Bar Blvd. Residential Res (R3 -8,000- 301J) 260 260 2335 S. Diamond 8292-009-004 Medium High Density Limited Multiple 1.5 None 16 dulac Bar Blvd. Residential Residential (R3) 21 21 Subtotal 0 669499 74 743573 Conexus 13-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix B - Residential Land Inventory d• •d Sites 1101 Diamond Bar 8717-031-006 High Density Limited Multiple Approx. 4.5 Approx 2 acres develop with 20 dulac Blvd. (LDS Church) Residential Res (R3-8,000- acres church (2 acres vacant) 2840 2940 25U) — Brox. 20 Existing commercial center K -Mart (Golden acres Springs/Diamond 5 5 Bar Blvd Second Units 45 45 Subtotal p 7-98553 473288 97x-8411 Totals Q r Revised Draft – June 2, 2009 Conexus City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Appendix C Homeless Services and Facilities Serving Diamond Bar LAHSA Inventory Programs in Pomona Agency Name House of Ruth, tnc Program Name: Transitional Living Shelter Program Type Target Families Population: Description House of Ruth provides up to 2 years of transitional shelter with case management for battered women and their children exiting from emergency shelters Address Confidenhai Site Pomona, CA 91767 Agency Name City of Pomona Program Name: Pomona Transitional Living Program Program Type Target Adult Men Population: Description Pomona transitional living is a 5 bed- transitinal housing program designed to achieve self-sufficiency and permanent housing The program offers case management , life skills training, job and howsn Address 505 South Garey Avenue Box 660 Pomona , CA 91766 Agency Name Inland Valley Council of Churches Program Name: Our House Shelter Program Type 0111111111111111 Target Families Population: Description 30-90 day emergency shelter providing food, shelter, and classes Provides access to social services and housing advocacy Transitional housing is available for program canidates Address 1753 North Park Avenue Pomona, CA 91768 Page 1 5/812008 Conexus C-1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name PROTOTYPES Program Name: Pomona Apartments Transitional Housing Program Type Target Families Population: Description Mental health supportive services for women with HIV/AIDS. Address 837 East Arrow Highway Pomona , CA 91767 Agency Name PROTOTYPES Program Name: Women's Link Program Type Target Adult Women Population: Description Mental health supportive services for women with HIV/AIDS. Address 845 East Arrow Highway Pomona , CA 91767 Agency Name PROTOTYPES Program Name: Black Infant Health Program Type Target Families Population: Description Program provides free services to AA women, pregnant and/or parenting women, 18+ with a child under 2 years old, In the area of social support referrals, and education Address 168 West Willow Pomona , CA 91767 Page 2 5/812DD8 Conexus C-2 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name California Hispanic Commission On Alcohol And Drug Program Name: Year Round Program (Pomona) Program Type Target Population: Description Year Round Program March 16th through June 30th the following year. Address 310 East Foothill Boulevard Pomona , CA 91767 Agency Name Pomona Neighborhood Center Program Name: Winter Shelter Program Program Type Target Adults Population: Description Winter Shelter Program from December 1, 2005 to March 15, 2006) Address 999 West Holt Avenue Pomona , CA 91768 Agency Name Tri -City Mental Health Center Program Name: Tri -City Mental Health Center Outreach Team Program Type Target All Populations Population: Description Address 822 North Garey Pomona . CA 91767 Page 3 5!8/2008 Conexus C-3 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name The Salvation Army Program Name: Utility Assistance Program Program Type Target All Populations Population: Description The utility assistance program capacity is a LAHSA estimate Address By Appointment ONLY! Call 909-623-1579 Address 490 East La Verne Avenue Pomona, CA 91767 Agency Name PROTOTYPES Program Name: Pomona Apartments - Permanent Housing Program Type Target Families Population: Description Address 831 East Arrow Highway Pomona, CA 91767 Agency Name Inland Valley Council of Churches Program Name: Gateway Transitional Housing Program Type Target Families Population: Description Address 1139 North Gordon Street Pomona, CA 91768 Page 4 5,,8/2008 Conexus C-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name The Salvation Army Program Name: Food Distribution Program Program Type Target Families Population: Description Provides hot meal on Saturdays_ Address 490 East La Verne Avenue Pomona, CA 91767 Agency Name Behavioral Health Services Program Name: Ryan Manor Program Type Target Substance Abusers Population: Description Indivduals that complete residential substance abuse treatment Address Via Verde Avenue Pomona, CA 91767 Agency Name Behavioral Health Services, Inc Program Name: American Recovery Center Program Type Target Population: Description Address 2180 West Valley Boulevard Pomona . CA 91768 Page 5 5/8t2008 Conexus C-5 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name PROTOTYPES Program Name: Women's Center Program Type Target Adult Women Population: Description Address 845 East Arrow Highway Pomona , CA 91767 Agency Name City Of Pomona Program Name: Street Outreach Program Program Type Target All Populations Population: Description Address 505 South Garey Avenue Pomona, CA 91766 Agency Name PROTOTYPES Program Name: Women's Center- Shelter Plus Care -Tenant Based Program Type Target Population: Description Address Scattered Sites Pomona, CA 0 Page 6 5/8/2008 Conexus C-6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name Tri -City Mental Health Center Program Name: Shelter Plus Care -Tenant Based Project (City of Pomona) Program Type Target Population: Description Address Scattered Sites Pomona, CA 0 Agency Name Foothill AIDS Project Program Name: Shelter Plus Care - Tenant Based Project (City of Pomona) Program Type Target Population: Description Address Scattered Sites Pomona, CA 0 Page 7 5/8/2008 Conexus C-7 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities i ' LAHSA Inventory Programs in Whittier Agency Name Southern California Alcohol & Drug Programs Inc Program Name: Awakenings Residential Program Program Type MI Target Disabled Population: Description Provide residential treatment and supportive services to deaf and hard of hearing men and women. Services delivered in ASL Address 12322 Clearglen Avenue Whittier. CA 90605 Agency Name The Salvation Army Program Name: Santa Fe Springs Transitional Living Center Whittier Program Type Target Population: Description Serving single homeless women with children Comprehensive support seances in a residential environment for up to 24 months, at no cost Address '12000 Washington Boulevard W hither , CA 90606 Agency Name United Friends of the Children Program Name: Pathways to Independence - Coteau 11 Program Type '- Target Youth Population: Descrlption Pathways offers transitional housing supportive services to foster youth ages 18-23 Address 13939 Coteau Drive Whittier, CA 90604 Page 1 5812008 Conexus C-8 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name Southern California Alcohol & Drug Programs, Inc Program Name: Foley House Program Type Target Substance Abusers Population: Description Residential treatment shelter for women and their children. Address 10511 Mills Avenue Whittier , CA 90604 Agency Name Southern California Alcohol & Drug Programs, Inc Program Name: Awakenings Program for the Deaf -Temporary Residents Program Type Target Population: Description Address 12322 Ciearglen Avenue Whittier. CA 90604 Agency Name Southern California Aicohol and Drug Programs, Inc Program Name: Awakenings Program for the Deaf -- Permanent Housing Program Type Target Population: Description Permanent Supportive Housing for deaf! hard of hearing substance abusers in recovery Address 12322 Clearglen Avenue Whittier _ CA 90604 Page 2 5/8/2008 Conexus C-9 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name Southern California Alcohol and Drug Programs, Inc Program Name: Angel Step Inn - Whittier Program Type Target Population: Description Domestic Violence shelter for female substance abusees and their children Address Confidential Site Whither, CA 90604 Agency Name United Friends of the Children Program Name: Pathways to Independence - Ruoff Program Type Target Youth (18-24) Population: Description Pathways offers transtional housing and supportive services to foster youth ages 18-23 Address 10215 - 10231 Ruoff Avenue Whittier, CA 90604 Agency Name United Friends of the Children Program Name: Pathways to Independence - Coteau I Program Type Target Youth (18-24) Population: Description Pathways offers transitional housing and supportive services to foster youth ages 18-23 Address 13939 Coteau Drive Whittier, CA 90604 Page 3 5/8,12008 Conexus C-10 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name Southern California Alcohol And Drug Programs, Inc Program Name: Awakenings Program Type Target Population: Description Address 12322 Clearglen Avenue Whittier, CA 90604 Agency Name Southern California Alcohol And Drug Programs, Inc Program Name: Foley House Program Type Target Families with Children Population: Description Address 10511 Mills Avenue Whittier, CA 90604 Agency Name Southern California Alcohol And Drug Programs, Inc Program Name: Bud & Marcie's House Program Type Target Population: Description Address 9608 Regatta Avenue Whittier , CA 90604 Page 4 5x8/2008 Conexus C-1 1 Revised Draft - June 2, 2009 City of Diamond Bar Housing Element Appendix C - Homeless Services and Facilities Agency Name Whittier Area First Day Coalition rogram Name: Recovery From Homelessness Program Program Type Target Adults Population: Description Address 12426 Whittier Boulevard Whittier. CA 90602 Agency Name First Day rogram Name: Whittier Area Program Type Target Adults Population: Description Address 12426 Whittier Boulevard Whittier, CA 90601 Page 5 5/8/2008 Conexus C-12 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix D - Engineering Fees Appendix D Public Works Fees Conexus D-1 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix D - Public Works Fees CITY OF DIAMOND BAR PUBLIC WORKS FEE SCHEDULE MY COUNCIL RESOLUTIONM 98-28 ANAUMOKUMUNUM May 5. 1998 CATEGORY DESCRIPTION PLAN CHECK INSPECTION OTHER FEES/DEPOSITS AS-BUILTS Minor anendments/corcclions/field $2,000.00 Minimum Deposit revisions made to improvement plans, CERTIFICATE OF For any changes to final recorded maps after $2.000.00 Minimum Deposit CORRECTION approval and recordation CHANGE OF ADDRF.SC Changcs of individual address, assigning of new addresses (new subdivision) $1,000 Deposit CHANGE OF IMPROVEMENT Recalculation fees as if first PIANS Changes made to plan prior to City approval submittal CURB AND GUTTER Installation of curbs, gutters, or both within $85.00 $0.25/11. public right-of-way $170.00 (2 Hour Min) CURB DIb1INPARKWAY Curb toms/cuts for drainage control $255.00 0 Hours) DRAIN One lot $600.00 DEDICATION/VACATION Residential (one lot) amt all others I-10,000 SF $1,25000 10 000 SF- ur more $3,000.00 DRAINAGE Projects with 50 CY of grading or less require PARKING LOTS drainage plan approval $17ROO (2 Hairs) $17000 (2 hours) Q inti( y calculated= cut + fill DRIVEWAY APPROACH Commercial or Residential public driveway $85.00 (1 Hour) $255 00 (3 Hours) access DUMPSTERS ww.M a w,r st.M eta .• Trash dumpsters in public right-of-way S20.(May OR $5000/woek (999)590.1274 cora i&WsrLa910 (Anel 442 -M -U Residential (ore lot) and subdivisions One lot $600.00 EASEIUENTCHECKING (uact/parccll I -10.0008F $1.250.00 100)0 - or marc $3,000.00 ENGINEERING REVIEW Any engineering review or plan check not $2,000.00 Minimum Deposes previously listed or specified Projects In Plan Check: EROSION CONTROL ALL projects between Octoher I thru April 15 No Charge PLANS are required In ohtain approved erosion control Projects with Permits: plans 10% of Grading Plan Check S170.00(2 Hour Minimum) FOURTiI AND ANY SURSEQVENT SUBMITTAI S Each subnuttal of unres, cd plan checks $255 00 each sheet OF ORIGINALS/PRINTS, GEOTF;CIINICAL AND For all grading/subdivision projects and $2,000.00 Minimum Deposit GEOLOGICAL REPORTS construction in Restricted Use Area Pr6ded 6127/2007 Page i Conexus D-3 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix D - Public Works Fees CITY OF DIAMOND BAR PUBLIC WORKS FEE SCHEDULE RESOL ONNO 9528 May 5. 1998 CATEGORY DESCRIPTION PLAN CHECK INSPECTION OTHER FEESIDEPOSITS 50-100 CY $191.00 50-100 cy $ [ 70.00 (2 Hour Min.) 101-1.000 CY $191.0o plus S65.2(Y100 CY excess of 100 CY 101-1,000 cy $160.50 plus 1,54.40(100 CY excess of 100 CY 1,001-10.000 CY 1,777.60 plus Projects will) 51 CY or greater require 53.90Y1.00D CY excess of 1.000 CY 1.001-)0.000 CY $650.60 plus GRADING grading plan approval and permit. 345 60/1,000 CY excess of 1.000 CY Quantity Calculated = cut + fill l0.(N)1-I O0J)00 CY 1,1.262.70 plus $3200/1.000CY excess of I0.000CY 10,ODI-100.MCY $1.060.40 plus $29.10/ 1,000 CY excess of 10,000 CY 100.001-500.1100 CY $4,142.00 plus $88 10110.000 CY excess of 100,000 CY 100,001 or nium $3,676.30 plus $72.60/10.000 CY excess of 10.0110 CY 500,001 or more $7,668.70 plus S88.I IY10.000CY excess 0000.0m CY HOUSE NUMBERING Painting louse numbers on public curbs $1,000 Deposit HYDROLOGY AND For all major grading/subdivision projects and 12,000 00 Minimum Deposit HYDRAULIC REPORTS construction in Rood Hazard Area IMPROVEMENT Sewer, Storm Drain, Street Water 5255.00 each SEC'URIT57AGREEMENT Grading Bond: SI.80/CY up to 100,000 CY $0.9(YCY I1)D.001 CY nr mom IMPRON'FAIENT Bonds for sewer, storm drains, steel water, Sewer/Stonn Drain/Street/Water/ SECURITY/AGREEIIIEN7' mmnumentation.subdivision, grading (cul+fill) Monumentation/Subdivision: To be determined by Deputy City Manager INSPECTION Any Geld inspections not previously $2,000.OD Minimum Deposit Iiatcdorspecified LANE CLOSURFS Work on private ptopeny, block party, any $I50.00/week private us - 1 -5 lots/parcels 11,000.00 6.10 lots/parcels $1,300.00 11-25 lots/parcels $1,750.00 MAP ANALYSIS Tract Maps and Parcel Maps -Plan Check 26-50 lotstrarcels $2.800.00 51-I00lots/parcels $4.350.00 10 1- 150 lots/parcels $6,500.00 151 or more 56,500.00 Plus S35.Mlotover Iso Printed W2712007 Page 2 Conexus D-4 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix D - Public Works Fees CITY OF DIAMOND BAR PUBLIC WORKS FEE SCHEDULE CITY COUNCIL RESOLUTION NO 99-28 May 5 1996 CATEGORY DESCRIPTION PLAN CHECK INSPECTION OTHER FEES/DEPOSITS MINOR LOT LINE Lot line adjustments $2,(8)0.00 Minimum Deposit ADJI.k MFNT * MONITORING WELL $170.00 (2 Hom Min.) OTHER ENGINEERING Any engineering reports not previously coveted $2,000.(8) Minimum Deposit REPORTS Major amendii hits/correctionskl*ktnges/ PLAN REVISIONS modifications made to improvement plans after $2,00000 Minimum Deposit approval Any ie- inspection due to failed inspections. RE•INSPEC'TION FEE corrections required. pre-ma(ure inspections, or $85.00 (1 Hour) an • extra requests All retaining walls greater than 3 n. and $170 00 (minimum 2 Hours) RETAINING R'ALl S with aucharge $170.00 (rninimrnn 2 Hours) Sec Building and Snf,('s Valuation SeePailding and Sa an''t Valuation Short Sheat PC donehpproved by Public Works Division SEPTICTANK Inspection done appnwed by Building & Safety $1,(810.00 Deposit Plumbing Code Department SEWER PLANS For all :ewer work, public/private $1.70/IF $2.6(YLF Mainline, Laterals 525501 Minimum $340.00 Minimum Installation of sewer laterals only on No fee for lateral alone SEAVER LATERAL, public/private property See above for laterals involving main lite $2 60!LF City Fee $85.00 im iovements $340.00 Minimum Saddle Permit Fee $195.00 SIDEIYALK Cuts. removal replacement $85 (10 (1 Hour) $0 501SF residenliallconmxrcial $170.00 (2 Hour Minimum) I-10,000 SP 0,12/SF STREET PLANS Fol all new streets public/private $510.00 Min 30.05/SF 10.000 or more $1,200.00 plus $510 00 Minimum $0.0.5/SF excess of 10,001 SF STOCK PILING $170.00(2 Hours) $170.00 (2 Hours) Retention of dirt for an allocated peiiod of brine STORM DRAIN PLANS Fur all storm drain work, publiclpnivate, $1.701LF $2.6(YLF mainline, laterals $225.00 Minimum $300.00 Minimum STORM DRAIN Transfer to County Transfer: $70000/drnin Right -of -Way: $3,fiWinsir Pont9d 112712007 PaO* 3 Conexus D-5 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix D - Public Works Fees CITY OF DIAMOND BAR PUBLIC WORKS FEE SCHEDULE MY COUNCIL RRSOLUTIONNO 9&2R AMMUMUMIMMUMUM May 5. IM CATEGORY DESCRIPTION PLAN CHECK INSPECTION OTHER FEEWDEPOSITS $255.00(3 Hours) Storm draintsewer structures 53400) (4 Hours) STRUCTURES (public/private) $425.00(5 Hours) $154.001saddle. plus city overhead 5340.00 (4 Hours) ++ STANDARD URBAN STO101WATER MITIGATION See City's requirements $2.000.00 Minimum Deposit PLAN ISUSIIIP) TIME EXTENSH)N For im nvcnenl a cement only $255.00each Extension of time for unexpired plan checks TIME EXTENSION andlor errmts $85.00 (1 Hour Minimum) TRAFFIC AND TRANSPORTATION Any naffic improvententsrnwdirication $2.000.00 Minimum Deposit LSSUES initiated by private entity, rc: median modification, turn pockets,traffic signals, etc. TRAFFIC STUDIES AND For all traffic studies, traffic impacts, $2.000.00 Minimum Deposit MITIGATION REPORTS warrant studies, etc. related to Traffic Oversize loads, overweight. overwidth, TRANSPORTATION PERMITS over length, overleighu,- as mandated by $16.00 Count /State rr ulattous I-150 SR cut $170.00 UTILITIES Gas Company, Southern California Edison. $85.00 (1 Hour) 151-500 SF. cut $255.00 GTE. Century Cotmnunications. Walnut 501-1,000 SF cut $340.00 Valky Water District. Verizon Above Cap; $2,000.00 Deposit IVATERPLANS Typically done completely by Walnut $1.70/LF $2.641LF Valley Water District $225.00 Minimum $300.00 Minimum -MONITORIN6 Wet fees nor included In orgminat Resolution No 98-28 "SVSMO icesnoi ixludedrn orymn! Resolution No 98-18 Local Ordinonce establohmy SUSMP crrterro odepted m Febrxnay2001 by Qty of DranvRd Bar — SEWER LA TERAL fees not Included /a orgiml Resolution No 9e-28 Prngd 8+27/2007 Pago4 Conexus D-6 Revised Draft — June 2, 2009 City of Diamond Bar Housing Element Appendix E - Public Participation Summary Appendix C Public Participation Summary This summary of Housing Element public -participation efforts describes opportunities for public involvement along with an explanation of how public comments were incorporated into the Housing Element. In addition prior to the adoption hearings all interested parties were given the opportunity to review the recommended revisions. Public participation is an important component of the plcnnin-q process,and this u date to the Housing Element has provided residents and other interested parties numerous opportunities for review and comment. Public notices of all Housing Element meetings and public hearing_ s were published in the local newspaper in advance of each meeting, as well as posting fhe notices on the City's website. The draft Housing Element was made available for review at CityHall, posted on the City's website, as well as at the Public Library. The document was also made available to housing advocates and non-profit organizations representing the interests of lower- income persons and special needs groups. Atter receiving comments on the draft Housing_ Element from the State Housing and Community Development Department a proposed final Housing Element was prepared and made available for public review prior to adoption by the City Council. The following is a list o_t opportunities for public involvement in the Dreparation of this Housing Element update. Planning Commission Study Session #1 May 13, 2008 Planning Commission Studv Session #2 May 27 2008 City Council Study Session #I August 5, 2008 Planning Commission Study Session #3 _ April 28, 2009 City Council Study Session #2 June 2, 2009 Planning Commission hearing TBD City Council adoption hearing TBD Conexus E-1 Revised Draft — June 2, 2009 LANDSCAPE ASSESSMENT DISTRICTS 38, 39 AND 41 CITY COUNCIL STUDY SESSI( JUNE 2, . . . . . . . ..... b. JUNE 2, =:• Current Status - There are not sufficient funds in Districts 38, 39 and 41 to maintain the Districts without utilizing the General Fund - Landscape assessment fees have remained unchanged since the City's incorporation - Per Council direction on March 4, 2008, a subcommittee was formed to work with staff - Council subcommittee held several meetings to review/discuss: * Funding options * Proposition 218 implications * Potential ballot measure * Consultant assistance * Overview of the Parks Master Plan ANNUAL SUBSIDY FROM THE GENERAL FUND YEAR LLAD #38 2006/07 $25,312 2007/08 $26,200 2008/09 $45,772 2009/10 (Projected) $88,185 Total ` enrat `unci i•. L. LLAD #39 $25,312 $26,200 $80,456 LLAD #41 $25,312 $26,200 $27,1'1°_ — 09/10): $528,858 • Develop complete understanding of objectives • Compile and analyze property base • Obtain and analyze voter records • Match ownership and voter records into households • In close conjunction with City and advisory committee, determine which potential funding options will be tested • Develop preliminary models of the benefit assessments by parcel for the assessment funding options • Develop preliminary models of parcel taxes for any special tax funding options (or bonds) Schedule: 1-2 Months Phase Ila - Phone Survey * Best method to test special tax, and impact of campaign arguments and messages * 400 randomized stratified respondents * Test alternative rates and service levels, as appropriate * Results will be predictive for a voter -decided special tax and will provide an initial general projection for a benefit assessment # Based on the findings, SCI and TNR will make a recommendation as to whether to proceed with a subsequent mail survey Schedule: 1 Month Phase Ilb - Mail Survey Best method accurately predict the outcome for a benefit assessment * 9,000 mailed surveys, with unique surveys for Districts 39 and 41, and any proposed city-wide measure * Test alternative rates and issues, as appropriate * Overall phone/mail results will be very predictive for a benefit assessment or voter -decided special tax * Based on the findings, SCI and TNR will make strategic recommendations as to whether to proceed with actual ballot measure(s), timing, outreach approaches, etc. Schedule: 2 Months *Accurate measure of community priorities for services/improvements # Accurate measure of the threshold of annual financial support for a ballot measure for parks and recreation, or other services -* Determines most effective messages and arguments • Identifies likely supporters and opponents • Recommended survey approach will provide valuable information regarding alternative potential revenue enhancement options (assessment or tax) • Based on findings, an effective educational outreach plan can be crafted At the June 16th City Council meeting, staff will submit the contract agreement for consulting services with SCI Consulting, Inc. for Council discussion and action Agenda No. 6.1(a) CITY OF DIAMOND BAR CITY COUNCIL STUDY SESSION URAFT MAY 19, 2009 STUDY SESSION: M/Everett called the Study Session to order at 5:17 p.m. in Room CC -8 of the South Coast Air Quality Management District/Government Center, 21865 Copley Dr., Diamond Bar, CA. Present: Council Member Tanaka, Mayor Pro Tem Herrera, Mayor Everett. C/Chang arrived at 5:25 p.m. Absent: C/Tye was excused. Staff Present: James DeStefano, City Manager; David Doyle, Assistant City Manager; Michael Jenkins, City Attorney; Bob Rose, Community Services Director; David Liu, Public Works Director; Linda Magnuson, Finance Director; Susan Full, Senior Accountant; Greg Gubman, Acting Community Development Director; Ryan McLean, Assistant to the City Manager; Rick Yee, Senior Civil Engineer; Kimberly Molina, Associate Engineer; Patrick Gallegos, Management Analyst; Cecilia Arellano, Public Information Coordinator; Isaac Aziz, Network Systems Administrator; and Tommye Cribbins, City Clerk. Also Present: Waste Management and Valley Vista Services Representatives. ► PRESENTATION OF DRAFT FY 2009-10 BUDGET CM/DeStefano stated that it was staff's intent to provide the Council with an overview of the General Fund portion of the budget with a second study session on June 2 to follow up with the General Fund budget discussion and to discuss the Special and Specific Funds and Capital Improvement programs proposed for next year. Staff also intends on placing the budget on the June 2 Meeting for adoption. This year's budget continues to be challenging with a decline in revenues and increases in cost for services. As a result of the current climate, staff started with the premise that revenues and expenditures would generally follow those that were contained in the mid -year 2008-2009 budget. This has resulted in an overall conservative budget that is even lower than the mid -year 2008-2009 budget. The budget before Council is reflective of Council's goals and objectives and is near completion. Resources of about $19.5 million are almost $4 million less than where the City was in Fiscal Year 200612007. At this point staff estimates the General Fund reserves will be at $32,842,000 at the end of the 2009/2010 budget year prior to funding of any of the CIP projects. Pending legislation which is a "borrowing" of dollars could take approximately $761,000 from the City. Technically, the State must return the money to the City with interest within three years. Based upon that anticipated "take" staff is proposing that that amount of money be taken from the City's reserves for the following reasons: 1) it is "borrowed" money that will be returned to the City and 2) cutting an additional $761,000 from the City's budget would result in significant across-the-board cuts to services and programs. While there is a significant decrease in funds from where the City was a couple of years ago it should be MAY 19, 2009 PAGE 2 CC STUDY SESSION noted that the only department that has significantly increased over the years has been the Sheriff's Department, The City has maintained and augmented the Sheriff's Department resources over the past few years in the amount of $700,000 since FY 2006/07 which places additional stress on the General Fund for the overall diminishment of resources. Staff is proposing a $307,000 of the fund balance reserve for economic development, $200,000 of which is specific to Master Plans to help facilitate development of the Honda property, the intensified development of the K -mart property, and the Market World area along Golden Springs Dr. Staff is also looking at a lease extension and expansion of space of City Hall since the current lease expires in February 2011. An additional 4000 sq. ft. could mean an increase in the lease cost of about $110,000. Lighting and Landscape districts are upside down. For various reasons there has never been an increase in the costs to residents who benefit from those districts while the costs continue to grow. A subcommittee of the City Council is looking at the possibility of increasing those district revenues. In the meantime, the budget includes $140,000 from reserves to fund those districts beyond the amount they generate. There is also an additional cost for insurance this year as a result of a couple of losses that occurred during the past year including a loss from the Minnequa-Sunset Crossing project resulting in a $250,000 transfer out which normally is about $150,000 a year. CM/DeStefano reported that resources of about $19.5 million coming from property taxes, FEMA, State subventions, sales taxes and hotel taxes, etc. are also down. In terms of appropriations, staff looks at a cost of living adjustment for employees. This year because the March to March CPI is actually in the negative staff is not suggesting any CPI adjustment this year. Staff is suggesting that a minor enhancement to the overall benefit allotment for full time and benefited part time employees of $25 be awarded for a grand total of about $17,000. Law enforcement contract obligations with the County continue to rise. Public Safety resources have not been diminished in any way whatsoever with this budget proposal which includes a required 3% increase in the contract. Staff is looking at the use of the Edward Byrne Memorial Justice Assistance Grant for about $55,000 and use of COPS money this year. In the next few years the City is looking at minor revenue increases as a result of some anticipated changes that will be made in the next few months regarding fees for services such as athletic field use, development services fees, etc. Staff is also assuming that the state of the economy will improve in the next year or two and that site D will start generating a development project and revenue in 2013. Waste Hauler contracts are coming up for renewal and possible extension. Staff is recommending additional fees to cover costs including franchise fees in 2012. Also in 2012 the City would be looking to receive revenue from the presumed construction start of the stadium project in the form of traffic mitigation dollars. Once the stadium is operational negotiated contributions of a minimum of $700,000 a year will commence. On the expense side staff is looking at typical increases over all departments. If the City does not act to provide revenue for the Lighting and Landscape Assessment Districts the City will continue to have to use general fund dollars to support those districts. CSD/Rose is working on an aggressive MAY 19, 2009 PAGE 3 CC STUDY SESSION Parks Master Plan project that will conclude later this year from which will likely be a list of projects the City Council deems important to commence construction for which resources will be required. The City will have increases due to GASB requirements for retirement, etc. CM/DeStefano responding to C/Tanaka's question regarding personnel stated that staff's proposal is that the four vacant positions that currently exist be frozen. The budget incorporates the cost for all of those positions which is about $301,000. He said he presumed that at least three of the four positions would remain frozen throughout the entire year; however, there is a possibility that the Planning position may be thawed out. There is also a possibility that the lower level Parks and Recreation Community Services position might also be thawed out but at this time at least three of the four would remain frozen throughout the entire year depending on what program and personnel changes may occur. C/Chang believed that remaining lean and mean was the best option for any business and that the City Manager should have the discretion to determine which positions would remain frozen or thawed. CM/DeStefano stated that the City augments many departments with consultant services — either technical consultants or extended staff positions with work product as opposed to adding long term staff members. Staff has measurably cut back on consultant services over the past couple of years. He anticipated that coming out of the recession, staff would revert to its more typical format of a full complement of staff and use of consultants for more activities. MPT/Herrera agreed with C/Chang that it is important that the City be very prudent in its hiring practices even though some departments are getting a little thin. At this point D.B. still does not know what dollars it will receive from the State and what the cuts may be. She would not like to have the City fill positions because there are vacancies and not receive the revenue D.B. is anticipating to pay for those positions which would then require having to lay off those new employees. D.B. is fortunate that it has continued to be extremely careful about how it expands staff and its programs so that the City does not have to lay off employees as other neighboring cities are doing. MPT/Herrera asked for confirmation that the budget included about $500,000 in program cuts and upon confirmation said she appreciated the savings. She was curious about the increase in the City Council budget of $9,000. CM/DeStefano responded that it was a direct result of the anomaly for the potential of three additional Council Members in December 2009. MPT/Herrera asked why the Community Organization Support Fund account 42355 was not called out in the budget. MAY 19, 2009 PAGE 4 CC STUDY SESSION CM/DeStefano said that for several years this has been budgeted at the $20,000 range. The past few years the City has spent only $8- $10,000 so this year staff is proposing that it be cut from $20,000 to $15,000 (Page 89). FM/Magnuson said this item was held in a separate fund apart from the General Fund. MPT/Herrera asked to see the details of this item because she felt that some organizations routinely apply for funds and others were unaware that funds were available. CM/DeStefano responded that MPT/Herrera was correct. CM/DeStefano talked about some of the expenditures and referred Council to the top of Page 88. Staff believes it will spend about $10,000 in the current fiscal year. CM/DeStefano reviewed recommended budget items and detailed changes. MPT/Herrera suggested that since the City recently celebrated its 20th anniversary it might be time to consider not holding a birthday celebration every year or trim it back. CM/DeStefano said that one of the major costs is the rides that are leased. He asked if the Council had suggestions about cutting certain items. M/Everett said he would like to have a subcommittee look at cost-cutting items. CM/DeStefano referred the Council to the middle of Page 74 for City Birthday cost allocations. He asked the Council to let staff know if they had specific or general cost cutting suggestions. CM/DeStefano spoke about the benefit of an advertising campaign to promote the Diamond Bar Center. Staff expects to bring a proposal to the City Council for a reverse 911 system within the next couple of months. It appears that the cost would be about $35,000 with some of the dollars coming from the existing Emergency Preparedness budget. Overall, the budget is reduced about $525,000 over mid -year and more than $1 million over the original 2008/2009 budget. M/Everett asked about the $300,000 attorney fee item added back into the mid- year budget. FM/Magnuson referred M/Everett to Page 2 Account 31900. CM/DeStefano explained that the item was revenue that the City anticipated coming from the City of Industry for attorney fees. However, it may not be MAY 19, 2009 PAGE 5 CC STUDY SESSION booked until the next fiscal year. This is the only revenue that comes to the City regardless of whether or not the stadium is built. With no further questions or discussion on this matter, M/Everett went on to the next item. ► SOLID WASTE HAULER UPDATE PWD/Liu gave a power point presentation regarding the Solid Waste Contract update. He began with the Waste Management's proposal and proposed rates that would become effective at contract renewal. Waste Management proposes a 4.25% or $99,000 increase for residential. Commercial rates proposed by Valley Vista are 9% or $158,000 increase. One of the reasons for the increase is the City's intent to increase its diversion rate because the City has not performed well in the commercial sector. Since Valley Vista proposes to process all of the commercial waste, staff believes the proposed 9% increase is reasonable. Based on a 64 gallon container rate, residents should expect to pay a monthly rate of $21.04 beginning July 1. After August 2010 the monthly rate will increase to $23.33. Beginning July 1, 2009 businesses will Oegin paying a monthly rate of $108.89 and beginning August 2010 the monthly rate will increase to $128.90. For a 3 -yard bin pick up of two times per week the rate increases from $179.40 to $213.15. ACM/Doyle continued with the presentation by breaking out fees included in the overall rates. The City currently charges an AB939 fee of $251. The flat rate is being proposed to be changed to a percentage based rate to make it easier for the haulers to provide the funds to the City and helps keep the AB939 fund current. As rates increase the amount of revenue can increase because AB939 pays for recycling and education programs the City provides for its residents. With a flat rate the other costs would increase every year and by moving it to a percentage base the City can keep current with expenditure rates as they increase. The proposed percentage is 6.5% for the residential sector and 13% in the commercial sector. The Franchise Fee is a fee the City has not had in the past. Staff is recommending a 5% Franchise Fee to be used to pay for administration costs of the franchise that would be placed on top of the residential rate. Street sweeping costs the City about $160-$170,000 per year and a street sweeping fee would be paid through the waste hauler fees by the residential sector only in the amount of $85,000. The Solid Waste Road Vehicle Impact Road Maintenance Fee would also be included in the residential component. In response to MPT/Herrera ACM/Doyle said there would be an overall decrease in the overall percentage increase rate of a little less than 4% for commercial. Negotiations continue and staff would appreciate hearing from Council. CM/DeStefano stated that the franchise fee is something new for the City. Companies that are given exclusive services to the City are given the exclusive MAY 19, 2009 PAGE 6 CC STUDY SESSION right for the contract in the City of D.B. Franchise Fees to cities are usual to this type of contractual relationship. While it is a very minimal additional cost to the consumer it is an opportunity for the City to generate millions of additional dollars for the benefit and use throughout the community. MPT/Herrera said she was concerned about the jump in residential rates. ACM/Doyle said the jump equates to $2.79 per month to each household for the 64 -gallon rate. For commercial the increase is about 18% -19% with a net increase in the pickup charge of about $20 to $34. MPT/Herrera said that D.B. has been pleased to pass along low costs to its residents and businesses. She asked if the increase would put D.B. in the high bracket of cities' costs. PWD/Liu said that if the annual rate increase were approved tonight the residents would be paying $21.03 which includes the CPI. Claremont, for example, currently pays $23.24 per household. D.B. business after July 1 would pay $108.89 for a typical 3 -yard twice weekly pickup. Today, San Dimas and Glendora businesses pay from $145 to $149. In 2010 the rates for those other cities will be even higher. PWD/Liu agreed with CM/DeStefano that it would be fair to say that D.B. rates would be in about the middle range of other cities. ACM/Doyle said that not only rates but comparable services need to be considered. To the extent possible, staff attempted to compare with what those types of services were because there are so many different types of services and rates in the marketplace. PWD/Liu stated that the City's consultant provided a very thorough analysis of rates and services. ACM/Doyle concluded that negotiations continue and one of the issues that staff would like to address is the "bad debt" issue. Waste Management has a significant issue with an increase in the number of people that are not paying on their accounts. The D.B. franchise does not allow Waste Management to stop service so they have been continuing to service these accounts gratis although the cost will eventually be shared between the other rate payers because it is a "cost of doing business" consideration. Staff does not agree with that position because staff believes that if residents are getting a service they should be paying for that service. Staff is looking at a number of options but has not yet finalized a decision about how Waste Management would be allowed to recoup that bad debt. One option would be to stop servicing the account; another would be to lien the property which would be an arduous process. From a philosophical standpoint staff believes that continuing to have that bad debt issue is not in the City nor the waste haulers best interest and the 99% of residents who are paying their bills. MAY 19, 2009 PAGE 7 CC STUDY SESSION MPT/Herrera said she was appalled at what some residents do and if an ordinance needs to be changed or new contract language needs to be incorporated, the City should do so. ACM/Doyle reiterated that staff intends to remove street sweeping from the commercial sector. Staff's goal is to conclude negotiations and be ready for presentation to Council for approval before June 30. PUBLIC COMMENTS: None Offered. ADJOURNMENT: With no further business to discuss, M/Everett adjourned the Study Session at 6:29 p.m. TOMMYE CRIBBINS, City Clerk The foregoing minutes are hereby approved this day of , 2009 RON EVERETT, Mayor Agenda No. 6.1(b) MINUTES OF THE CITY COUNCIL REGULAR MEETING OF THE CITY OF DIAMOND BAR MAY 19, 2009 STUDY SESSION: 5:17 p.m., Room CC -8 ► Presentation of Draft FY 2009/2010 Budget — Discussion and Action. ► Solid Waste Hauler Update — Discussion and Action. Public Comments — None Study Session adjourned at 6:29 p.m. CALL TO ORDER: Mayor Everett called the regular City Council meeting to order at 6:40 p.m. in The Government Center/SCAQMD Auditorium, 21865 Copley Dr., Diamond Bar, CA. PLEDGE OF ALLEGIANCE: Los Angeles County Fire Department Battalion Chief Ed Gandara led the Pledge of Allegiance. INVOCATION: Monsignor James Loughnane, St. Denis Catholic Church, led the invocation. ROLL CALL: Council Members Chang, Tanaka, Mayor Pro Tem Carol Herrera, and Mayor Ron Everett. C/Tye arrived at 6:50 p.m. Staff Present: James DeStefano, City Manager; David Doyle, Assistant City Manager; Michael Jenkins, City Attorney; Bob Rose, Community Services Director; David Liu, Public Works Director; Linda Magnuson, Finance Director; Greg Gubman, Acting Community Development Director; Ryan McLean, Assistant to the City Manager; Rick Yee, Senior Civil Engineer; Kimberly Molina, Associate Engineer; Mickey McKitrick, Recreation Specialist; Patrick Gallegos, Management Analyst; Cecilia Arellano, Public Information Coordinator; Isaac Aziz, Network Systems Administrator; Marsha Roa, Public Information Manager, and Tommye Cribbins, City Clerk. APPROVAL OF AGENDA: As Presented. 1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: 1.1 C/Tanaka proclaimed May 2009 as MDA Firefighter Appreciation Month and presented Proclamations to Station 120 and Battalion Chief Ed Gandara representing Fire Stations 119 and 121. NEW BUSINESS OF THE MONTH: 1.2 Mayor Everett presented a Certificate Plaque to Koba Tofu Grill, 2839 S. Diamond Bar Blvd. as New Business of the Month for May 2009. C/Tanaka will deliver the Plaque to the owner. MAY 19, 2009 PAGE 2 CITY COUNCIL 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: CM/DeStefano reported on the 2009/2010 Draft Fiscal Year Budget and Waste Hauler Contract negotiations presentation to the City Council during tonight's Study Session. 3. PUBLIC COMMENTS: Miss Diamond Bar and her Court thanked the City Council for their help and support and presented Certificates of Recognition to the City and Council Member's Chang, Tanaka and M/Everett. They also thanked staff and announced that there will be a Princess Tea Party at the D.B. Library on May 30 from 2:00 p.m. to 4:00 p.m. Peggy Sue, D.B. Library, announced that the theme for the summer reading program for this year is "Be Creative at your Library". She also announced other events that will be offered during the summer. D.B. High School student Anahita Namaki, 3039 Galloping Hills Rd., Chino, spoke about the organization "Earth 2 Kids" at Diamond Bar High that teaches kids about the environment. Shelley Gentry, 1223 Calbourne Dr., spoke about an abandoned home and eyesore next to her home. She stated that according to the code enforcement officer the City has no plan for abandoned homes and that there is a question about whether the bank owns the property. She further stated that she has witnessed people inside the house late at night and does not know whether they belong there. She is concerned for her safety and the safety of her children. 4. RESPONSE TO PUBLIC COMMENTS: In response to Mrs. Gentry, CM/DeStefano stated that the City does have a process for dealing with abandoned properties. He stated that ACDD/Gubman will speak with Mrs. Gentry in more detail; however, it appears there might have been some miscommunication since the City can work with the Mosquito Abatement District to have the pool sprayed as well as other remedies if needed. Furthermore, if anyone is in a vacant home at an inappropriate time and not accompanied by a real estate agent or someone of authority concerned citizens should immediately contact the Sheriff's Department. 5. SCHEDULE OF FUTURE EVENTS: 5.1 Memorial Holiday — May 25, 2009 — Offices will be closed in observance of Memorial Day. City offices reopen on Tuesday, May 26. 5.2 Planning Commission Meeting — May 26, 2009 — 7:00 p.m., AQMD/Government Center Auditorium, 21865 Copley Dr. MAY 19, 2009 PAGE 3 CITY COUNCIL 5.3 2009 Fire Season Press Conference (L.A. County Fire Department) — May 27, 2009 — 10:30 a.m. — Diamond Bar Center, 1600 Grand Ave. (L.A. County Fire demonstration). 5.4 Parks and Recreation Commission Meeting — May 28, 2009 — 7:00 p.m., AQMD/Government Center Hearing Board Room, 21865 Copley Dr. 5.5 Diamond Bar/Walnut Sheriff's Station Open House — May 30, 2009 — 10:00 a.m. to 3:00 p.m., 21695 E. Valley Blvd., Walnut. 5.6 Tree Planting Event — June 1, 2009 — 11:00 a.m., Neil Armstrong Elementary School, 22750 Beaverhead Dr. 5.7 City Council Meeting — June 2, 2009 — 6:30 p.m., AQMD/Government Center Auditorium, 21865 Copley Dr. 6. CONSENT CALENDAR: C/Chang moved, C/Tanaka seconded, to approve the Consent Calendar as presented. Motion carried by the following Roll Call: AYES: COUNCIL MEMBERS: Chang, Tanaka, Tye, MPT/Herrera M/Everett NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None 6.1 CITY COUNCIL MINUTES — Regular Meeting of May 5, 2009 — Approved as submitted. 6.2 RATIFIED CHECK REGISTER — Dated April 30, 2009 through May 13, 2009 totaling $762,058.38. 6.3 ADOPTED RESOLUTION NO. 2009-14: VACATING AN EASEMENT FOR SANITARY SEWER PURPOSES ON LOT 1 OF PARCEL MAP NO. 7937. 6.4 BOND EXONERATIONS FOR VANTAGE TOWNHOMES: (a) SURETY BOND NO. TM5040753/6313972 POSTED BY BROOKFIELD DIAMOND BAR VILLAGE LLC FOR TRACT 62482 TO COMPLETE SEWER IMPROVEMENTS. (b) SURETY BOND NO. TM5040744/6313963 POSTED BY BROOKFIELD DIAMOND BAR VILLAGE LLC FOR TRACT NO. 62482 TO COMPLETE GRADING AND STORM DRAIN IMPROVEMENTS. MAY 19, 2009 PAGE 4 CITY COUNCIL 6.5 APPROVED THE CITY'S 2009 EDWARD BYRNE MEMORIAL JUSTICE ASSISTANCE RECOVERY ACT GRANT APPLICATION IN THE AMOUNT OF $49,600. 6.6 (a) ADOPTED RESOLUTION NO. 2009-15: DECLARING THE CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 38 AND DIRECT THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE SET FOR THE JUNE 16, 2009 REGULAR CITY COUNCIL MEETING. (b) ADOPTED RESOLUTION NO. 2009-16: DECLARING THE CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 39 AND DIRECTED THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE SET FOR THE JUNE 16, 2009 REGULAR CITY COUNCIL MEETING. (c) ADOPTED RESOLUTION NO. 2009-17: DECLARING THE CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 41 AND DIRECTED THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE SET FOR THE JUNE 16, 2009 REGULAR CITY COUNCIL MEETING. 6.7 ADOPTED RESOLUTION NO. 2009-18: AMENDING RESOLUTION NO. 2003-21 AND THE CITY'S PARKING PENALTY SCHEDULE. 7. PUBLIC HEARINGS: None 8. COUNCIL CONSIDERATION: 8.1 ADOPT RESOLUTION NO. 2009 -XX: ESTABLISHING FEES AND CHARGES FOR RENTAL OF ATHLETIC FACILITIES. CSD/Rose stated that the current fees charged for rental of athletic facilities has been in place since 1992. Currently, there is no charge for use by D.B. based non-profit organizations. For D.B. residents and businesses there is no charge for use without lights and a $12 per -hour fee with lights. For non-D.B. residents and businesses fees are currently $5 per hour with no lights and $12 per hour with lights. For the past year the City has been working with its consultant, Maximus Inc. to evaluate fees charged for City services. One of the fees evaluated is for the reserved use of athletic facilities. The direct cost borne by the City to provide reserved athletic facilities use is about $150,000 per year, a cost that is above and beyond regular park maintenance and operation costs. This information was presented to the Parks and Recreation Commission on March 26 and April 23. Following input by representatives of the various D.B. sports organizations and discussion, the Commission voted to recommend an increase of the fees and charges making them effective MAY 19, 2009 PAGE 5 CITY COUNCIL January 1, 2010. The fees recommended are to establish a $10 dollar per -participant fee per season for D.B. based non-profit organizations; increase the hourly rental rate for D.B. residents and businesses to $5 per hour without lights and $25 per hour with lights; and, to increase the hourly rental rate for non-D.B. residents and businesses to $10 per hour without lights and $40 per hour with lights. These fees were determined by evaluating the market prices of neighboring cities and reviewing the costs borne by the City to provide these services. If the fees are approved the estimated annual revenue will total $62,900. The Parks and Recreation Commission and staff recommend that the City Council adopt the resolution to set the fees and charges for rental of athletic facilities as presented. M/Everett said that D.B. is very family-oriented and he is concerned about the timeliness of the request with the economy the way it is. He felt that once the Parks Master Plan is put into play there may be other recommendations about fees and would prefer to pull the two together. There was no one present who wished to speak on this matter. MPT/Herrera said she shared M/Everett's concern about increasing the fees at this particular time and what might result. D.B. prides itself in providing activities for its youth and questioned whether increasing the cost for these activities may become too high to where families would not be able afford to participate. As a result, there would be children with no productive activities in which to participate. MPT/Herrera stated that a few years ago the City adopted an ordinance to establish a utility district and wondered if this might be an opportunity for the City to look into solar lighting at the parks as well as other locations. This might also allow the City to absorb part of the cost. C/Tye thanked CSD/Rose and staff for monitoring costs and expenses. However, he thinks fundamentally, we should begin with the end in mind. Is the end to minimize or recover costs or to provide ball fields and lighted fields and facilities for youth practice. MPT/Herrera's point, is that there are several things the City does for which fees are not recovered such as Concerts in the Park, the Birthday party and the July 4th celebration. His fear is that if fields are improved with monies from the stadium project families may not be able to afford to have their kids participate because the fees have become too onerous. He is not a proponent of raising fees for residents. He has no problem raising fees for organizations that come from outside of the City. C/Chang concurred with C/Tye. He commended staff on watching the budget very closely. At the same time the City collects taxes from the residents and he believes that the City has an obligation to keep the basic MAY 19, 2009 PAGE 6 CITY COUNCIL recreational value for public use. He said he would like to keep the current rate for residents; however, would support the increases for non- residents with the exception of the $12 fee per hour with lights to $40, which he felt was too much of an increase. He would prefer to see $10 for residents and $25 for non-residents. C/Tanaka felt that the City's Parks and Recreation programs were a jewel of the City. Staff does an excellent job of providing programs and maintaining the parks. He agreed that this was not the time to increase the fees due to the current economic climate. M/Everett agreed. He hoped that non-residents would not be discouraged to use D.B. facilities because he believed that reasonable fees were very fair for non-residents. He would also like to see both Heritage and Pantera Park activity rooms have non-resident charges for each of the rooms at those sites with a consistent and fair discount for residents. C/Tye moved, MPT/Herrera seconded, to table Item 8.1. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chang, Tanaka, Tye, MPT/Herrera, M/Everett NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None 8.2 ANNUAL RATE INCREASE FOR WASTE HAULER FEES: (a) APPROVE VALLEY VISTA SERVICES' RATE ADJUSTMENTS FOR CPI AND DISPOSAL COSTS. CM/DeStefano reported that this item is a recommendation by staff to consider and approve a rate adjustment for Valley Vista Services for commercial accounts in accordance with provisions in the current contract. PWD/Liu stated that the refuse and recyclable service collection contract with Valley Vista Services stipulates that the contractor can adjust a rate to account for an annual Cost of Living or Consumer Price Index adjustment to their service components or an increase for that portion of the rate which is impacted by disposal costs or adjustments for other extraordinary costs. In April Valley Vista Services submitted a request for adjustments to existing rates for the following items - CPI adjustment to the service component and a disposal cost adjustment applied to the dumping cost component. The County Sanitation District increased its landfill rate at the Puente Hills facility by $4.44 per ton effective January 1, 2009. Staff finds the Valley Vista Services rate adjustment request to be reasonable and appropriate and recommends approval. MAY 19, 2009 PAGE 7 CITY COUNCIL M/Everett opened the meeting for public comments. No public comments were offered. MPT/Herrera moved, C/Chang seconded, to approve Valley Vista Services' Rate Adjustments for CPI and Disposal Costs. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chang, Tanaka, Tye, MPT/Herrera, M/Everett NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None (b) APPROVE WASTE MANAGEMENT SERVICES' RATE ADJUSTMENTS FOR CPI AND DISPOSAL COSTS. CM/DeStefano stated that similarly, the City's waste hauler, Waste Management Services has requested an increase for the residential sector. PWD/Liu reiterated that in April 2009 Waste Management submitted a request for adjustments to their rates based on the CPI adjustment that reflected a negative 1 % that was applied to the service component and a disposal cost adjustment of 1.3% was applied for a net increase of .3%. Staff finds the rate adjustment request to be reasonable and appropriate and recommends approval of Waste Management Services' rate adjustments for CPI and Disposal Costs. PWD/Liu referred the City Council to the "Senior Rate" shown on the last line of staff's report. Under 96 gallon the proposed monthly rate should read that the rate will go from $21.57 to $21.63 reflecting a .3% increase. M/Everett opened the meeting for public comments. No public comments were offered. MPT/Herrera moved, C/Chang seconded to approve Waste Management Services' Rate Adjustments for CPI and Disposal Costs. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chang, Tanaka, Tye, MPT/Herrera, M/Everett NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None 9. COUNCIL SUBCOMMITTEE REPORTS/COUNCIL MEMBER COMMENTS: C/Tye reported that he had attended the California Contract Cities annual meeting which was an opportune time to get the message to the legislators in MAY 19, 2009 PAGE 8 CITY COUNCIL Sacramento that cities want the Governor to keep his hands off of city funds. He believed that if the money were borrowed it would never be paid back to the cities. He said he was particularly moved by the firemen who were involved with the "Fill the Boot" program and encouraged to hear that $16,000 was raised just in D.B. It reminded him of the tens of thousands of dollars that had been raised in this community over the last month or so by the Friends of the Library, the Teddy Bear Tea, and the Brahma Foundation's Casino Night. This is a very generous community and he is proud to be a resident and represent the citizens. C/Chang reminded residents to attend the Sheriff's Station Open House on Ma X 30. Concerts in the Park and Movies under the Stars will begin right after the 4t of July celebration. Today is Election Day and he hoped that every one of the registered voters would vote to send a clear message to the State. D.B. balances its budget, protects its services and sets aside a reserve. This is the City's basic function and officials are appalled that the federal and state government cannot balance their budgets. He wished everyone a Happy Memorial Day. C/Tanaka reported that he had attended the Senior Citizens' Cinco de Mayo Dinner Dance and the Brahma Foundation's Casino Night. He stated that D.B. is scheduled to have its 4th annual American Cancer Relay for Life on June 13 and 14 at Lorbeer Middle School. The Relay for Life held its fundraiser at the Whole Enchilada. Last week he participated in Career Day at D.R.H.S. The LA County Fair is in the process of selecting its Junior Fair Board for next year with two students from each high school being picked from dozens of applications. This afternoon the PUSD held its Community Services Award presentation and recognized individuals and organizations who have contributed to the district. He thanked the students who are involved with "Earth 2 Kids" at D.B.H.S and thanked the 20 high school seniors in the audience who were fulfilling their curriculum requirements by being present for tonight's meeting. MPT/Herrera stated that on Saturday, May 16 she was pleased to attend Chaparral Middle School's string orchestra concert. She was so impressed with the outstanding talent, especially in view of the fact that there is no string instrument training at the elementary school level. On May 7 and 8 she and M/Everett attended SCAG's General Membership workshop. Part of the presentation was a report of the City of D.B. As the Regional Council representative it is her job to present the report to the City of D.B. SCAG presents a profile of the cities within District 37 to assist the cities with future policies they will undertake. M/Everett reiterated that good information was provided at SCAG's annual meeting. He was pleased to attend and vote on some of the matters and to continue planning and developing the southern California area particularly as it relates to D.B. All of the City's schools do a great job. He too was impressed with the level of family and community participation. Today he and C/Tanaka attended the PUSD Recognition Ceremony. Another organization that is very MAY 19, 2009 PAGE 9 CITY COUNCIL effective statewide as well as locally is the California League of Cities which has been very active in producing statistics about city "loans" that would be made to the State toward its budget shortfall. Yesterday he attended a town hall meeting in which Governor Schwarzenegger stated he does not feel that it is fair to borrow from cities or school districts and other agencies. Nevertheless, the City of D.B. takes very seriously its budget and the leaders will continue to be prudent and conservative and provide and protect services and staff. Anything residents can do to send the message that D.B. does not want its money taken would be helpful. He attended the 57th annual meeting of Visiting Nurses Association and Hospice of Southern California that supports the people of D.B. The Hospice liaison can be contacted at 909-723-1323. ADJOURNMENT: With no further business to conduct, M/Everett adjourned the regular City Council meeting at 8:12 p.m. TOMMYE CRIBBINS, CITY CLERK The foregoing minutes are hereby approved this day of , 2009. RON EVERETT, MAYOR Agenda No. 6.2 CITY OF DIAMOND BAR MINUTES OF THE TRAFFIC AND TRANSPORTATION COMMISSION MEETING April 9, 2009 CALL TO ORDER: Chairman Mok called the meeting to order at 7:01 p.m. in the South Coast Air Quality Management/Government Center Hearing Board Room, 21865 Copley Drive, Diamond Bar, California 91765. PLEDGE OF ALLEGIANCE: Commissioner Pincher led the Pledge of Allegiance. ROLL CALL: Liana Pincher, Michael Shay, Vice Chairman Jimmy Lin, Chairman Kenneth Mok Absent: Commissioner Kevin House was excused. Also Present: David Liu, Public Works Director; Rick Yee, Senior Civil Engineer; Kimberly Molina, Associate Engineer; and Marcy Hilario, Senior Administrative Assistant. I. REORGANIZATION OF THE TRAFFIC AND TRANSPORTATION COMMISSION: C/Pincher nominated C/Lin to serve as Chairman of the Traffic and Transportation Commission. C/Shay seconded the nomination. There were no other nominations offered. Roll Call vote: C/Pincher Yes C/Shay Yes C/Lin Yes C/Mok Yes C/House Absent C/.Pincher nominated C/House to serve as Vice Chairman of the Traffic and Transportation Commission. C/Mok seconded the nomination. There were no other nominations offered. Roll Call vote: C/Pincher Yes C/Shay Yes C/Mok Yes Chair/Lin Yes APRIL 9, 2009 PAGE 2 T&T COMMISSION II. APPROVAL OF MINUTES: A. Minutes of the February 12, 2009 regular meeting. C/Shay moved, C/Mok seconded, to approve the February 12, 2009 minutes as presented. Motion carried by the following Roll Call vote: AYES: COMMISSIONERS: Pincher, Mok, Shay, Chair/Lin NOES: COMMISSIONERS: None ABSENT: COMMISSIONERS: House III. PUBLIC COMMENTS: None Offered. IV. ITEMS FROM STAFF: A. Received and Filed Traffic Enforcement Updates for: 1. Citations: January, February and March 2009 2. Collisions: January, February and March 2009 3. Street Sweeping: January, February and March 2009 V. OLD BUSINESS - None VI. NEW BUSINESS - None VII. STATUS OF PREVIOUS ACTION ITEMS — None VIII. ITEMS FROM COMMISSIONERS: C/Shay asked if it was correct that the Council decided to trim parkway trees every five years rather than every three years due to budget consideration. PWD/Liu said he would have to check with CSD/Rose since that matter is administered by the City's Parks Department. C/Shay shared that residents were concerned about potential traffic problems. PWD/Liu said he would follow up and report back to the Commission. Chair/Lin commented on the City's receiving $20 million for traffic mitigation improvements as part of the agreement with City of Industry with respect to its NFL Stadium project. He asked how the City intended to use the funds for traffic improvement. C/Shay said he hoped that residents would know what days residents would be affected by cut through traffic as a byproduct of the NFL Stadium. PWD/Liu suggested that Commissioners visit the City's website and the link to the stadium project that provides information with respect to the settlement agreement. APRIL 9, 2009 PAGE 3 T&T COMMISSION IX. INFORMATIONAL ITEMS: A. Diamond Bar TMS/Traffic Signal Interconnect Links — Phase 1 — SE/Yee reported that 47 intersections will be integrated with the traffic management system by the end of April. The Traffic Signal Interconnect project that involves installation of fiber optic interconnect system along Grand Avenue and Golden Springs Drive has been completed and staff will go to Council with the Notice of Completion on April 21St B. Verizon's FIOS Project — SE/Yee stated that Verizon hopes to complete the full network installation. However, due to the economy, the project has slowed. Area 5 should be completed sometime in May 2009 with service available to residents with 30 to 60 days thereafter. C. Sunset Crossing Road and Prospectors Road Traffic Calming Project — SE/Yee reported that construction commenced in March and to date construction of medians and curb extensions have been completed on both streets. Work remaining includes installation irrigation systems and landscape plantings with completion expected in May 2009. D. Traffic Signal Modification Project (FY 2007-2008) — SE/Yee stated that this project was completed and Notice of Completion went to the City Council for approval in March. E. Diamond Bar Boulevard Median Modification — SE/Yee reported that this project corrected a line -of -sight concern on Diamond Bar Boulevard heading north on Grand Avenue due to alignment of both left turn pockets. F. NTMP — Forest Canyon Drive Neighborhood — SE/Yee reminded the Commission that staff met with this neighborhood last fall. Residents were concerned about parking because there were a number of non-residents parking on the street. Staff was able to work with the Community Services Department to reschedule events which improved the parking situation. G. Industry's Grand Avenue Bridge Widening/interchange Project (57/60 confluence project) — PWD/Liu reported on staff's meeting with Congressional staff members in Washington, D.C. Both houses are working on the next Federal Transportation Reauthorization Bill. The current bill is set to expire September 30, 2009. H. Lemon Avenue On/Off Ramps Project — PWD/Liu stated that the consultants continue to work on the design. SR57/60 Feasibility Study — PWD/Liu said that staff was waiting for MTA to come back with the final draft. J. 2008-2009 CDBG Curb Ramp Project —AE/Molina reported that the Notice of Completion was approved by the City Council on Tuesday, April 7t'. There are a few punch list items that require attention; however, the overall project is completed and the final construction budget was $80,298. Staff was able to add an additional 11 ramps to the project. APRIL 9, 2009 PAGE 4 T&T COMMISSION K. Residential —Area 5 Slurry Seal Project —AE/Molina reported that this project is in design phase. Plans and specs are expected next week and the project will go out to bid shortly thereafter. L. Arterial — Zone 3/Zone 4 Slurry Seal Project— AE/Molina stated that due to the American Recovery and Reinvestment Act, the City was made aware it would be entitled to just under $1.8 million in stimulus funds. Therefore, staff separated the Area 5 slurry seal from the Zone 3 portion of the project and added Zone 4 with Zone 3 which will now be funded with stimulus monies. C/Pincher asked if there were plans to include medians or other road improvement enhancements to Pathfinder Road during or after the Slurry Seal process. The large Texas Bots Dots work well but are not aesthetically pleasing. SE/Yee responded that staff is in the process of designing a landscape median to replace the Bots Dots. This project is outside the scope of the slurry project; however, staff was able to secure federal funding for the project. M. Chino Hills Parkway Street Rehab Project —AE/Molina reported that staff met with the design consultant last week. Once concerns are addressed, the consultant expects to have the design completed and submitted for CalTrans approval by September 2009. C/Mok asked if the Grand Avenue Beautification project was approved on March 23rd. SE/Yee responded that the March 23rd date was to conclude the landscape maintenance and plant establishment period. Staff met with the contractor and verified that all outstanding items and conditions of the landscaping were satisfactory. On April 21't, staff will file a Notice of Completion upon Council approval. Chair/Lin asked how much the City expected to receive from the Federal Stimulus Package. PWD/Liu reiterated that staff anticipates receiving the $1.8 million of highway funds mentioned earlier by AE/Molina. There may be other monies (about $500,000) available in the areas of energy efficiency and conservation block grant program. Staff is attempting to learn more about the eligibility requirements for this funding. C/Shay thanked staff for their work on the settlement agreement with the City of Industry. PWD/Liu said he would pass the sentiments along to CM/DeStefano who was instrumental in the process. X. SCHEDULE OF FUTURE CITY EVENTS: As listed in the Agenda. APRIL 9, 2009 PAGE 5 T &T COMMISSION ADJOURNMENT: There being no further business to come before the Traffic and Transportation Commission, Chair/Lin adjourned the meeting at 8:16 p.m. The foregoing minutes are hereby approved this /tib day of _�i.� —12009. Respectfully, vid G. Liu, Secretary Attest: Chairm Jimmy IL CITY COUNCIL Agenda # 6 , -j Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and MembW�--v he City Council FROM: James DeStefano, City Man TITLE:Ratification of Check Register dated May 14, 2009 through May 27, 2009 totaling $1,606,785.02. RECOMMENDATION: Ratify. FINANCIAL IMPACT: Expenditure of $1,606,785.02 in City funds. BACKGROUND: The City has established the policy of issuing accounts payable checks on a weekly basis with City Council ratification at the next scheduled City Council meeting. DISCUSSION: The attached check register containing checks dated May 14, 2009 through May 27, 2009 for $1,606,785.02 is being presented for ratification. All payments have been made in compliance with the City's purchasing policies and procedures. Payments have been reviewed and approved by the appropriate departmental staff and the attached Affidavit affirms that the check register has been audited and deemed accurate by the Finance Director. Linda G. Magnuson Finance Director REVIEWED BY: Finan a irector As is ant anager Attachments: Affidavit and Check Register— 05/14/09 through 05/27/09. CITY OF DIAMOND BAR CHECK REGISTER AFFIDAVIT The attached listings of demands, invoices, and claims in the form of a check register including checks dated May 14, 2009 through May 27, 2009 has been audited and is certified as accurate. Payments have been allowed from the following funds in these amounts: Description Amount General Fund $1,343,562.78 Comm Organization Support Fd $210.00 Prop A - Transit Fund 205,696.29 Int. Waste Mgt Fund 24,892.88 CDBG Fund 1,975.04 CLEEP Fund 7,982.00 LLAD 38 Fund 11,140.82 LLAD 39 Fund 5,849.61 LLAD 41 Fund 5,475.60 $1,606,785.02 Signed: cca. Linda G. Ma son Finance Director City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5114/2009 09 -PP 10 PAYROLL TRANSFER P/R TRANSFER-09/PP 10 125 10200 1,975.04 $158,760.33 5114/2009 84963 PAYROLL TRANSFER PIR TRANSFER -09/13P 10 001 10200 143,792.25 $164.00 5114/2009 PAYROLL TRANSFER P/R TRANSFER-09/PP 10 112 10200 8,651.64 5/14/2009 84964 PAYROLL TRANSFER PIR TRANSFER-09/PP 10 115 10200 4,341.401 1 5114/2009 1 84962 IA20 WATER CO REFUND -ZONING FEE 1 001 1 34430 1 30.001 $30.00 5/14/2009 1 AGRICULTURAL COM WGHTS & MEASURES COYOTE CONTROL -MAR 09 0014431 1 45406 512.53 1 1 5/14/2009 1 84963 JAARP IMATURE DRIVING CLASS -MAR 1 0015350 1 45300 1 164.001 $164.00 5/14/2009 1 84964 JAARP IMATURE DRIVING CLASS -MAY 1 0015350 1 45300 1 98.001 $98.00 5114/2009"49'15 84967 AGRICULTURAL COM WGHTS & MEASURES 11 COYOTE CONTROL -FEB 09 0014431 45406 593.45 $1,105.98 5/14/2009 1 AGRICULTURAL COM WGHTS & MEASURES COYOTE CONTROL -MAR 09 0014431 1 45406 512.53 1 1 5/14/2009 1 84966 JALBERTSONS SUPPLIES -COMM SVCS 1 0015350 1 41200 1 52.941 $52.94 5/14/2009 84967 ALL AMERICAN PRO SPORTS INC SUPPLIES -PLAQUES 0014090 41400 1,730.52 $1,722.60 5/14/2009 1 ALL AMERICAN PRO SPORTS INC USE TAX PAYABLE 001 1 20710 -7.92 1 1 5/14/2009 84968 GROUP INC SUPPLIES -TONERS 0014070 45000 81.94 $320.11 5/14/2009 1 JAMERICOMP AMERICOMP GROUP INC SUPPLIES -TONERS 0014070 1 45000 238.17 5/14/2009 1 84969 JAMERITECH BUSINESS SYSTEMS INC ICOPIER MAINT-APR 09 1 0014090 1 42100 1 1,004.031 $1,004.03 5/14/2009 BONTERRA CONSULTING INC. ADMIN FEE -FPL 2002-09 001 23010 275.35 5/14/2009 1 84970 ICINDY AQUINO IFACILITY REFUND-PANTERA 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 84971 JANITHONY BANTA REFUND -PARKING CITATION 1 001 1 32230 1 30.001 $30.00 5/14/2009 1 84972 IBENESYST IFLEX ADMIN SVCS -1 ST QTR 1 0014060 1 42346 1 98.201 $98.20 5/14/2009 1 84973 IBENESYST 5/15/09-P/R DEDUCTIONS 1 001 1 21105 1 787.221 $787.22 5/14/2009 1 84974 IJOHN E BISHOP ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 789.001 $789.00 5/14/2009 84975 BONTERRA CONSULTING INC. PROF.SVCS-FPL 2002-09 001 23010 1,529.70 $1,529.70 5/14/2009 BONTERRA CONSULTING INC. ADMIN FEE -FPL 2002-09 001 23010 275.35 5/14/2009 BONTERRA CONSULTING INC. ADMIN FEE -FPL 2002-09 001 34430 -275.35 Page 1 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 5/14/2009 84980 CDW GOVERNMENT INC. COMP HARDWARE-I.T. 0014070 46230 175.77 $16,484.91 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # I Amount I Total Check Amount 5/14/2009 1 84976 ISRUNDIGE GLASS SUPPLIES -DBC 0015333 1 41200 1 33.271 $33.27 5/14/2009 CDW GOVERNMENT INC. NETWORK MNGT CARD-I.T. 0014070 46230 1,242.17 5/14/2009 1 84977 IBURGER CONTINENTAL SUPPLIES -SR DANCE 5/6 1 0015350 1 45300 1 1,040.061 $1,040.06 5/14/2009 1 84978 ICA PARKS & REC SOC -DIS XIII MTG-COMM SVCS STAFF 1 0015350 1 42325 1 245.001 $245.00 5/14/2009 1 84979 CALIFORNIA CONTRACT CITIES ASSOC. MTG-CMGR 1 0014030 1 42325 1 47.501 $47.50 5/14/2009 84980 CDW GOVERNMENT INC. COMP HARDWARE-I.T. 0014070 46230 175.77 $16,484.91 5/14/2009 1 CDW GOVERNMENT INC. SUPPLIES -GENERAL 0014090 41200 66.21 5/14/2009 84982 CDW GOVERNMENT INC. ANNL COMP MAINT-I.T. 0014070 42205 14,977.26 $50.00 5/14/2009 CDW GOVERNMENT INC. NETWORK MNGT CARD-I.T. 0014070 46230 1,242.17 5/14/2009 84983 CDW GOVERNMENT INC. SUPPLIES-I.T. 0014070 41200 23.501 1 5/14/2009 1 84981 ICERTIFIED TRANSPORTATION SVCS INC TRANSPORTATION -TINY TOTS 11125350 1 45310 1 421.051 $421.05 5/14/2009 1 IROSALINDA ROSALINDA DELGADO STAFF CHARGES -DBC 001 36615 1 -17.00 5/14/2009 1 84982 JEDWARD CHANG IFACILITY REFUND-PANTERA 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 84983 JSHAOHUA CHANG FACILITY REFUND-REAGAN 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 84984 ICHARTER OAK GYMNASTICS, INC. ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 690.001 $690.00 5/14/2009 1 84985 IKETAN CHOKSHI IFACILITY REFUND -DBC 1 001 1 36615 1 400.001 $400.00 5/14/2009 1 84986 1CONSTANCE J. LILLIE ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 594.601 $594.60 5/14/2009 1 84987 ICOUNTY OF LOS ANGELES STRMWTR PERMITTEE -08/09 0015510 1 44240 1 2,000.001 $2,000.00 5/14/2009 1 84988 JDAVID J. GRUNDY P & R COMM -APR 0015350 1 44100 1 45.001 $45.00 5/14/2009 1 84989 IJAMES DESTEFANO REIMB-NAT LEAGUE CONF 0014030 1 42330 1 265.251 $265.25 5/14/2009 84990 DELGADO FACILTY REFUND -DBC 001 23002 650.00 $633.00 5/14/2009 1 IROSALINDA ROSALINDA DELGADO STAFF CHARGES -DBC 001 36615 1 -17.00 5/14/2009 1 84991 ICAROL DENNIS PROF.SVCS-CC, RDA/PFA MTG 0014030 1 44000 1 150.001 $325.00 Page 2 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 84991... CAROL DENNIS PROF.SVCS-PLNG COMM 0015210 44000 1 175.00 $325.00 ... 5/14/2009 1 84992 IDEPARTMENT OF JUSTICE PRE-EMPLOYMENT FNGRPNT 1 0014060 1 42345 1 96.001 $96.00 5/14/2009 1 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES -FOUR CRNRS 0014090 42325 150.00 5/14/2009 1 84993 IDIAMOND BAR CHINESE AMERICAN ASSN jDBCAA GALA -COUNCIL 0114010 1 42355 1 195.00 $210.00 5/14/2009 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES -GENERAL 0014090 42325 83.00 5/14/2009 1 84994 IDIAMOND BAR COM. PRESCHOOL IFACILITY REFUND -DBC 1 001 1 23002 1 350.001 $350.00 5/14/2009 84995 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES-THCA 0014090 42325 60.00 $488.00 5/14/2009 1 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES -FOUR CRNRS 0014090 42325 150.00 5/14/2009 85000 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES -FOUR CRNRS 0014090 42325 195.00 $8,082.00 5/14/2009 DIAMOND BAR INTERNATIONAL DELI MTG SUPPLIES -GENERAL 0014090 42325 83.00 5/14/2009 84996 DIAMOND BAR MOBIL FUEL -COMM SVCS 0015310 42310 107.86 $202.07 5/14/2009 1 DIAMOND BAR MOBIL FUEL-NGHBRHD IMP 0015230 1 42310 1 94.21 5/14/2009 1 84997 IDISCOVERY WORLD MONTESSORI REFUND -ZONING FEE 1 001 1 34430 1 30.00 $30.00 5/14/2009 84998 DMS CONSULTANTS CIVIL ENGINEERS INC PROF.SVCS-EN 08-608 001 23012 15,740.00 $15,740.00 5/14/2009 1 DMS CONSULTANTS CIVIL ENGINEERS INC ADMIN FEE -EN 08-608 001 23012 1,574.00 5/14/2009 85000 DMS CONSULTANTS CIVIL ENGINEERS INC ADMIN FEE -EN 08-608 001 34650 -1,574.00 $8,082.00 5/14/2009 1 84999 IDOG DEALERS INC ICONTRACT CLASS -SPRING 0015350 1 45320 1 198.00 $198.00 5/14/2009 1 EVERGREEN INTERIORS PLANT MAINT-LIBRARY APR 0014090 1 42210 107.00 5/14/2009 1 85000 JEMPLOYMENT DEVELOPMENT DEPARTMENT UNEMPLYMNTCHRGS-JAN-MAR 0014090 1 40093 1 8,082.001 $8,082.00 5/14/2009 85001 EVERGREEN INTERIORS PLANT MAI NT -CITY HALL APR 0014090 42210 230.00 $337.00 5/14/2009 1 EVERGREEN INTERIORS PLANT MAINT-LIBRARY APR 0014090 1 42210 107.00 5/14/2009 85002 FEDEX EXPRESS MAIL -GENERAL 0014090 42120 126.39 $248.66 5/14/2009 IFEDEX EXPRESS MAIL -GENERAL 0014090 1 42120 122.27 5/14/2009 1 85003 JDAVID FERNANDEZ ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 999.001 $999.00 5/14/2009 1 85004 IMICHAEL FRANCIS IFACILITY REFUND -DBC 001 1 36615 1 400.00 $400.00 5/14/2009 1 85005 JARACELI GARCIA ROCHA IRECREATION REFUND 001 1 34780 1 65.00 $65.00 Page 3 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 85006 GFB FRIEDRICH & ASSOCIATES INC. LNDSCPNG ASSESSMNT-DST 38 1385538 44000 1,131.41 $7,939.91 5/14/2009 1 GFB FRIEDRICH & ASSOCIATES INC. LNDSCPNG ASSESSMNT-DST 39 1395539 44000 1,265.75 5/14/2009 85013 GFB FRIEDRICH & ASSOCIATES INC. LNDSCPNG ASSESSMNT-DST 41 1415541 44000 1,265.75 $65.00 5/14/2009 GFB FRIEDRICH & ASSOCIATES INC. LNDSCPNG ASSESSMNT-DST 39 1395539 44000 1,477.96 5/14/2009 85017 GFB FRIEDRICH & ASSOCIATES INC. LNDSCPNG ASSESSMNT-DST 38 1385538 44000 1,321.08 $50.00 5/14/2009 GFB FRIEDRICH & ASSOCIATES INC. ILNDSCPNG ASSESSMNT-DST 41 1 1415541 1 44000 1,477.961 1 5/14/2009 1 85007 JGOVPARTNEIR IREQUEST PARTNER -MAY 09 1 0014070 1 44030 1 850.001 $850.00 5114/2009 85008 VALERIE GOYER FACILITY REFUND -PETERSON 001 36625 25.00 $75.00 5/14/2009 1 VALERIE GOYER FACILITY REFUND -PETERSON 001 23002 50.00 5/14/2009 1 85009 IGRAFFITI CONTROL SYSTEMS IGRAFFITI REMOVAL -APR 09 1 0015230 1 45520 1 5,200.001 $5,200.00 5/14/2009 1 85010 IGRAYBAR SUPPLIES -DBC 1 0015333 1 41200 1 253.291 $253.29 5/14/2009 85011 GRIEGO FACILITY REFUND -HERITAGE 001 36620 170.00 $270.00 5/14/2009 1 IGINA GINA GRIEGO FACILITY REFUND -HERITAGE 001 1 23002 1 100.00 5/14/2009 1 85012 ISHANNON GRIFFITHS ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 206.401 $206.40 5/14/2009 HALL & FOREMAN, INC. DMIN FEE -EN 08-608 001 23012 1,240.31 5/14/2009 1 85013 ILUCILLE GUIDO IRECREATION REFUND 001 134780 1 65.001 $65.00 5/14/2009 85014 HALL & FOREMAN, INC. PRO SVCS -EN 08-608 001 23012 12,403.12 $12,403.12 5/14/2009 HALL & FOREMAN, INC. DMIN FEE -EN 08-608 001 23012 1,240.31 5/14/2009 85016 HALL & FOREMAN, INC. FEE -EN 08-608 001 34650 -1,240.31 $500.00 5/14/2009 1 85015 1JENNIFER HAMMOND IFACILITY REFUND -DBC 1 001 1 36615 1 320.001 $320.00 5/14/2009 1 85016 JALEX HAMRIC FACILITY REFUND -DBC 1 001 1 23002 1 500.00 $500.00 5/14/2009 1 85017 JHAKSU HAN IFACILITY REFUND-REAGAN 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 85018 JILEW HERNDON IP & R COMM -APR 1 0015350 1 44100 1 45.001 $45.00 5/14/2009 1 85019 JHEWLETT PACKARD COMPANY COMPUTER -LAPTOPS 1 0014070 1 46230 1 3,241.771 $4,122.33 Page 4 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 5/14/2009 85019... HEWLETT PACKARD COMPANY HEWLETT PACKARD COMPANY COMP EQ-I.T. COMP SOFTWARE-I.T. 0014070 0014070 46230 46235 227.24 653.32 $4,122.33 ... 5/14/2009 1 85020 IYEN TE HO IRECREATION REFUND 1 001 1 34780 1 105.001 $105.00 5/14/2009 HOME DEPOT CREDIT SERVICES SUPPLIES -RECREATION 0015350 41200 61.50 5/14/2009 1 85021 IHOLLYWOOD BOWL EXCURSION -HOLLYWOOD BWL 1 0015350 1 45310 1 395.00 $395.00 5/14/2009 85022 HOME DEPOT CREDIT SERVICES SUPPLIES -PARKS 0015340 42210 76.28 $388.19 5/14/2009 HOME DEPOT CREDIT SERVICES SUPPLIES -RECREATION 0015350 41200 61.50 5/14/2009 85027 HOME DEPOT CREDIT SERVICES SUPPLIES-B/DAY CELEB 0015350 42353 250.41 $3,000.00 5/14/2009 1 85023 JINLAND EMPIRE STAGES EXCURSION -TRANSPORTATION 1 1125350 1 45310 1 777.00 $777.00 5/14/2009 85024 VALLEY HUMANE SOCIETY FACILITY ASSESSMENT -MAY 0014431 45403 11250.00 $9,773.08 5/14/2009 JINLAND INLAND VALLEY HUMANE SOCIETY ANIMAL CONTROL SVCS -MAY 0014431 45403 8,523.08 5/14/2009 85025 JENKINS & HOGIN, LLP LEGAL SVCS-P/WORKS APR 0014020 44020 2,865.80 $13,047.40 5/14/2009 JENKINS & HOGIN, LLP LEGAL SVCS -FINANCE APR 0014020 44020 124.60 5/14/2009 85027 JENKINS & HOGIN, LLP LEGAL SVCS -APR 09 0014020 44020 7,120.00 $3,000.00 5/14/2009 JENKINS & HOGIN, LLP LEGAL SVCS -COM DEV APR 0014020 44020 2,741.20 5/14/2009 85028 JENKINS & HOGIN, LLP LEGAL SVCS -COMM SVC APR 0014020 44020 195.80 $350.00 5/14/2009 1 85026 IMELISSA JETTON IFACILITY REFUND-SYC CYN 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 85027 IJOE A. GONSALVES & SON INC. ILEGISLATIVE SVCS -MAY 09 1 0014030 1 44000 1 3,000.001 $3,000.00 5/14/2009 1 85028 IKEITH JOHNSON ENTERTAINMENT -SR DANCE 1 0015350 1 45300 1 350.00 $350.00 5/14/2009 1 85029 IODEH JUMILEH IFACILITY REFUND -DBC 1 001 1 23002 1 350.00 $350.00 5/14/2009 1 85030 IRUTH KIM IFACILITY REFUND-PANTERA 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 85031 IGABRIELA KLEIN ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 972.001 $972.00 5/14/2009 1 85032 IKUSTOM SIGNALS INC EQ -SHERIFF DEPT 1 1274411 1 46250 1 7,982.00 $7,982.00 5/14/2009 1 85033 ILA DATA SECURITY JDATA STORAGE SVCS -APR I 0014070 45000 620.001 $620.00 Page 5 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 5/14/2009 85036 LDM ASSOCIATES INC. HIP PROG-MAR 09 1255215 44000 Total Check Amount Check Date Check Number Vendor Name JLDM ASSOCIATES INC. Transaction Description 1255215 Fund/ Dept Acct # Amount 5/14/2009 1 85038 JKWANG HO LEE IPLNG COMM-MAR/APR 1 0015210 1 44100 1 130.00 5/14/2009 1 85034 ILAE ASSOCIATES INC PROF.SVCS-ENGINEERING 0015551 1 45222 1 4,645.00 $4,645.00 19.67 5/14/2009 85045 LOS ANGELES COUNTY SHERIFF'S DEPT. CALVARY CHAPEL -FEB 09 $350.00 5/14/2009 85035 KATHLEEN LAUREL FACILITY REFUND -DBC 001 23002 350.00 5/14/2009 85036 LDM ASSOCIATES INC. HIP PROG-MAR 09 1255215 44000 -4,185.00 $0.00 5/14/2009 JLDM ASSOCIATES INC. HIP PROG-MAR 09 1255215 44000 4,185.00 5/14/2009 1 85037 JDAKYEONG LEE 1FACILITY REFUND -DBC 1 001 1 36615 1 100.001 $100.00 5/14/2009 LEWIS ENGRAVING INC. ENGRAVING SVCS -BADGES 0014090 42113 13.95 5/14/2009 1 85038 JKWANG HO LEE IPLNG COMM-MAR/APR 1 0015210 1 44100 1 130.00 $130.00 5/14/2009 85039 LEWIS ENGRAVING INC. ENGRAVING SVCS -TILES 0014060 42347 24.04 $77.33 5/14/2009 LEWIS ENGRAVING INC. ENGRAVING SVCS -BADGES 0014090 42113 13.95 5/14/2009 85044 LEWIS ENGRAVING INC. ENGRAVING SVCS -CITY TILE 0014090 42113 19.67 $95.00 5/14/2009 LEWIS ENGRAVING INC. ENGRAVING SVCS -CITY TILE 0014090 42113 19.67 5/14/2009 1 85040 IBENNY LIANG IP & R COMM -APR 0015350 1 44100 45.00 $45.00 5/14/2009 1 85041 ILOS ANGELES COUNTY PUBLIC WORKS 1INDUSTRIAL WASTE-NOV 08 0015510 1 45530 4,599.931 $4,599.93 5/14/2009 85042 LOS ANGELES COUNTY SHERIFF'S DEPT. STAR DEPUTY SVCS -APR 09 0014411 45401 9,245.71 $844,077.74 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. CALVARY CHAPEL -MAR 09 0014411 45402 8,953.97 5/14/2009 85044 LOS ANGELES COUNTY SHERIFF'S DEPT. CLICK IT OR TICKET -MAR 09 0014411 45402 665.76 $95.00 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. TRANSIT SALES -MAR 09 1125553 45402 136.63 5/14/2009 85045 LOS ANGELES COUNTY SHERIFF'S DEPT. CALVARY CHAPEL -FEB 09 0014411 45402 7,810.05 $491.20 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. CLICK IT OR TICKET -FEB 09 0014411 45402 577.83 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. TRANSIT SALES -FEB 09 1125553 45402 136.63 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. HELICOPTER SVCS -JAN 09 0014411 45401 506.70 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. CONTRACT SVCS -MAR 09 0014411 45401 408,022.23 5/14/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. ICONTRACT SVCS -APR 09 0014411 45401 408,022.23 5/14/2009 1 85043 JMERGGUERITE LOTFALLA FACILITY REFUND -DBC 1 001 1 23002 1 100.001 $100.00 5/14/2009 1 85044 JALICE LU IRECREATION REFUND 001 1 34760 1 95.00 $95.00 5/14/2009 1 85045 IMERCURY DISPOSAL SYSTEMS INC IRECYCLING FEE -LIGHT BULBS 1 1155515 1 44000 1 _491.201 $491.20 Page 6 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 5/14/2009 85051 OFFICEMAX INC SUPPLIES -COMM SVCS 0015350 41200 105.52 $4,169.21 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 1 85046 ISALLY MURILLO IFACILITY REFUND -HERITAGE 1 001 1 23002 1 200.001 $200.00 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 348.03 5/14/2009 85047 JUSHA MURTHY 1FACILITY REFUND -HERITAGE 1 001 1 23002 1 200.001 $200.00 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 292.76 5/14/2009 85048 IROGER J MYER IFACILITY REFUND -DBC 001 1 23002 1 500.001 $500.00 5/14/2009 OFFICEMAX INC SUPPLIES-P/INFO 0014095 41200 347.29 5/14/2009 85049 ISTEVE G NELSON JPLNG COMM-MAR/APR 0015210 1 44100 1 130.001 $130.00 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 249.40 5/14/2009 85050 JKATHLEEN ERIN NOLAN JPLNG COMM -APR 09 0015210 1 44100 1 65.001 $65.00 5/14/2009 85051 OFFICEMAX INC SUPPLIES -COMM SVCS 0015350 41200 105.52 $4,169.21 5/14/2009 OFFICEMAX INC SUPPLIES-P/WORKS 0015510 41200 21.41 5/14/2009 OFFICEMAX INC SUPPLIES-P/WORKS 0015510 41200 40.76 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 348.03 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 16.72 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 292.76 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 22.35 5/14/2009 OFFICEMAX INC SUPPLIES-P/INFO 0014095 41200 347.29 5/14/2009 OFFICEMAX INC SUPPLIES-P/SAFETY 0014411 41200 43.26 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 249.40 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 6.65 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 47.58 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 5.52 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 61.08 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 378.50 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 62.01 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 14.82 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 16.56 5/14/2009 OFFICEMAX INC SUPPLIES-P/WORKS 0015510 41200 159.69 5/14/2009 OFFICEMAX INC SUPPLIES-I.T. 0014070 41200 487.64 5/14/2009 OFFICEMAX INC SUPPLIES -GENERAL 0014090 41200 159.97 5/14/2009 OFFICEMAX INC SUPPLIES -COMM SVCS 0015350 41200 63.17 5/14/2009 OFFICEMAX INC SUPPLIES -COMM SVCS 0015350 41200 80.09 5/14/2009 OFFICEMAX INC SUPPLIES-PIWORKS 0015510 41200 14.82 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 141200 1160.88 Page 7 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 85051... OFFICEMAX INC SUPPLIES -DBC 0015333 41200 105.84 $4,169.21 ... 5/14/2009 85053 OFFICEMAX INC SUPPLIES -COMM SVCS 0015350 41200 96.96 $794.40 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 255.07 5/14/2009 85057 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 10.91 $400.00 5/14/2009 OFFICEMAX INC SUPPLIES -DBC 0015333 41200 306.66 5/14/2009 OFFICEMAX INC SUPPLIES -COMM DEV 0015210 41200 111.81 5/14/2009 OFFICEMAX INC SUPPLIES-NGHBRHD IMP 0015230 41200 54.55 5/14/2009 1OFFICEMAX INC SUPPLIES-NGHBRHD IMP 0015230 1 41200 1 20.93 5/14/2009 1 85052 JOLD TOWN TROLLEY TOURS OF SAN DIEGO EXCURSION -SEAL TOUR 1 0015350 1 45310 1 1,170.001 $1,170.00 5/14/2009 ORKIN PEST CONTROL INC GOPHER SVCS-SYC CYN PK 0015340 42210 63.22 5/14/2009 1 85053 JOLYMPIC STAFFING SERVICES ITEMP SVCS -COMM SVCS 5/3+ 1 0015310 1 44000 1 794.401 $794.40 5/14/2009 85054 ORKIN PEST CONTROL INC GOPHER SVCS-BREA CYN 1385538 42210 60.64 $209.66 5/14/2009 ORKIN PEST CONTROL INC GOPHER SVCS-SYC CYN PK 0015340 42210 63.22 5/14/2009 85056 ORKIN PEST CONTROL INC GOPHER CONTROL-PANTERA 0015340 42210 85.80 $200.00 5/14/2009 1 85055 ITED OWENS IP & R COMM -APR 1 0015350 1 44100 1 45.001 $45.00 5/14/2009 PERS RETIREMENT RETIRE CONTRIB-EE 001 21109 208.88 5/14/2009 1 85056 IVICTOR PACHECO IFACILITY REFUND -HERITAGE 1 001 1 23002 1 200.001 $200.00 5/14/2009 1 85057 IKIRIT PANSURIA IFACILITY REFUND -DBC 1001 1 36615 1 400.001 $400.00 5/14/2009 85058 PERS RETIREMENT SURVIVOR BENEFIT 001 21109 8.00 $537.16 5/14/2009 PERS RETIREMENT RETIRE CONTRIB-EE 001 21109 208.88 5/14/2009 85061 PERS RETIREMENT RETIRE CONTRIB-ER 001 21109 320.28 $100.00 5/14/2009 85059 PERS RETIREMENT FUND SURVIVOR BENEFIT 001 21109 45.57 $24,789.41 5/14/2009 PERS RETIREMENT FUND RETIRE CONTRIB-EE 001 21109 9,767.50 5/14/2009 85061 PERS RETIREMENT FUND RETIRE CONTRIB-ER 001 21109 14,976.34 $100.00 5/14/2009 1 85060 IPOMONA UNIFIED SCHOOL DISTRICT IFIELD LIGHTS-LORBEER SCHL 1 0015340 1 42126 1 2,099.341 $2,099.34 5/14/2009 1 85061 IKIRK RAMIREZ IFACILITY REFUND-PANTERA 001 1 23002 1 100.001 $100.00 5/14/2009 1 85062 IREINBERGER PRINTWERKS IPRINT SVCS -ENVELOPES 0014090 1 42110 1 174.801 $629.46 Page 8 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 5/14/2009 85062... IREINBERGER PRINTWERKS REINBERGER PRINTWERKS PRINT SVCS -LETTERHEAD PRINT SVCS -LETTERHEAD 0014090 0014090 42110 42110 227.33 227.33 $629.46 ... 5/14/2009 1 85063 ILIZETTE RODRIGUEZ IRECREATION REFUND 1 001 1 34780 1 50.001 $50.00 5/14/2009 1 ISCHORR METALS INC SUPPLIES -PARKS 1 0015340 1 42210 1 14.09 5/14/2009 1 85064 1 RUTH M. LOW IP & R COMM -APR 1 0015350 1 44100 1 45.001 $45.00 5/14/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -TRAFFIC CONTRL 0015510 42126 225.78 5/14/2009 1 85065 IMARILLA SANTILLANEZ IFACILITY REFUND-SYC CYN 001 1 23002 1 50.001 $50.00 5/14/2009 1 85066 SCHORR METALS INC SUPPLIES -PARKS 0015340 42210 616.48 $630.57 5/14/2009 1 ISCHORR METALS INC SUPPLIES -PARKS 1 0015340 1 42210 1 14.09 5/14/2009 1 85067 ISECTRAN SECURITY INC. ICOURIER SVCS -MAY 09 0014090 1 44000 1 299.731 $299.73 5/14/2009 SILVER STATE COACH INC EXCURSION -TRANSPORTATION 0015350 1 45310 244.26 5/14/2009 85068 IJACK SHAH JPLNG COMM-MAR/APR 0015210 1 44100 1 130.001 $130.00 5/14/2009 85069 SILVER STATE COACH INC EXCURSION -MISSIONS TOUR 1125350 45310 494.34 $738.60 5/14/2009 SILVER STATE COACH INC EXCURSION -TRANSPORTATION 0015350 1 45310 244.26 5/14/2009 1 85070 IJENNY SONG IRECREATION REFUND 1 001 1 34780 1 10.001 $10.00 5/14/2009 85071 SOUTHERN CALIFORNIA EDISON ELECT SVCS -TRAFFIC CONTRL 0015510 42126 607.99 $3,195.21 5/14/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -TRAFFIC CONTRL 0015510 42126 1,921.85 5/14/2009 85074 SOUTHERN CALIFORNIA EDISON ELECT SVCS -TRAFFIC CONTRL 0015510 42126 439.59 $100.00 5/14/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -TRAFFIC CONTRL 0015510 42126 225.78 5/14/2009 85072 SPARKLETTS EQ RENTAL-C/HALL MAR 0014090 42130 10.25 $552.11 5/14/2009 SPARKLETTS EQ RENTAL-C/HALL FEB 0014090 42130 10.25 5/14/2009 85074 SPARKLETTS EQ RENTAL-C/HALL APR 0014090 42130 10.75 $100.00 5/14/2009 SPARKLETTS SUPPLIES -WATER C/HALL 0014090 41200 229.26 5/14/2009 SPARKLETTS SUPPLIES -WATER C/HALL 0014090 41200 146.02 5/14/2009 SPARKLETTS SUPPLIES -WATER C/HALL 1 0014090 1 41200 145.58 5/14/2009 1 85073 IST JOSEPH HERITAGE HEALTHCARE REFUND-B/LICENSE 1 001 1 34560 1 10.001 $10.00 5/14/2009 1 85074 IKATHY SUEN IRECREATION REFUND 1 001 1 34760 1 100.001 $100.00 Page 9 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 85075 ELAINE TAKAHASHI FACILITY REFUND-REAGAN 001 23002 1 50.00 $50.00 5/14/2009 1 85076 ICINDYTASHIMA IFACILITY REFUND-SYC CYN 1 001 1 23002 1 50.001 $50.00 5/14/2009 1 THE COMDYN GROUP INC CONSULTING SVCS -WK 4/24 0014070 1 44000 1 1,787.50 5/14/2009 1 85077 ITELEPACIFIC COMMUNICATIONS ITI INTERNET SVCS -MAY 1 0014070 1 44030 1 924.751 $924.75 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-STARSHINE 0015340 42210 343.92 5/14/2009 1 85078 ITENNIS ANYONE ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 5,430.601$5,430.60 $1,836.00 5/14/2009 1 85079 ITERRYBERRY JEMPLOYEE RECOG PINS 1 0014060 1 42347 1 596.101 $596.10 5/14/2009 1 85080 TERRY'S TESTING INC MAINT-DBC 1 0015333 1 42210 1 300.001 $300.00 5/14/2009 85081 THE COMDYN GROUP INC CONSULTING SVCS -WK 4/24 0014070 44000 1,075.20 $2,862.70 5/14/2009 1 THE COMDYN GROUP INC CONSULTING SVCS -WK 4/24 0014070 1 44000 1 1,787.50 5/14/2009 85082 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -FPL 2009-344 001 23010 283.00 $877.75 5/14/2009 1 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -FPL 2007-254 001 23010 270.50 5/14/2009 85085 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -FPL 2008-340 001 23010 324.25 $11,194.34 5/14/2009 85083 TIME WARNER INTERNET SVCS-I.T. 0014070 44030 252.60 $299.55 5/14/2009 1 TIME WARNER MODEM SVCS -COUNCIL 0014010 42130 46.95 5/14/2009 1 85084 IJESSE TOURSE IFACILITY REFUND -DBC 1 001 1 23002 1 100.001 $100.00 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-HERITAGE PK 0015340 42210 408.18 5/14/2009 1 85085 JTRG LAND INC PROF.SVCS-SITE "D" 1 0015240 1 R44000 1 11,194.34 $11,194.34 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-STARSHINE 0015340 42210 343.92 5/14/2009 1 85086 JTRIFYTT SPORTS ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 1,836.001 $1,836.00 5/14/2009 1 85087 JUGN INC ILONG DIST CHRGS-APR 09 1 0014090 1 42125 1 57.691 $57.69 5/14/2009 85088 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-STARSHINE PK 0015340 42210 614.41 $1,512.82 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-HERITAGE PK 0015340 42210 408.18 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-PANTERA PK 0015340 42210 146.31 5/14/2009 VALLEY CREST LANDSCAPE MAINT INC ADDL MAINT-STARSHINE 0015340 42210 343.92 5114/2009 1 85089 IVANTAGEPOINT TRNSFR AGNTS-303248 5/15109-P/R DEDUCTIONS 1001 1 21108 1 4,652.541 $4,652.54 Page 10 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/14/2009 85090 VERIZON CALIFORNIA PH.SVCS-HRTG COMM CTR 0015340 42125 36.88 $1,453.82 5/14/2009 85098 VERIZON CALIFORNIA PH.SVCS-PETERSON 0015340 42125 87.93 $61.16 5/14/2009 VERIZON CALIFORNIA PH.SVCS-GENERAL 0014090 42125 87.03 5/14/2009 VERIZON CALIFORNIA PH.SVCS-GENERAL 0014090 42125 722.12 5/14/2009 VERIZON CALIFORNIA PH.SVCS-INFO TO GO 0014090 42125 174.01 5/14/2009 VERIZON CALIFORNIA PH.SVCS-DBC 0015333' 42125 256.92 5/14/2009 VERIZON CALIFORNIA PH.SVCS-HERITAGE 0015340 42125 58.99 5/14/2009 IVERIZON CALIFORNIA PH.SVCS-GENERAL 1 0014090 1 42125 1 29.94 5/14/2009 1 85091 IVOLCAN GROUP INC JWIFI - FEASIBILITY STUDY 1 0014070 1 R44000 1 7,915.001 $7,915.00 5/14/2009 1 85092 W.W. GRAINGER INC. SUPPLIES -COMM SVCS 0015350 1 41200 1 14.48 $50.13 5/14/2009 j 1 W.W. GRAINGER INC. SUPPLIES -DBC 0015350 1 41200 1 35.65 5/14/2009 85093 WALNUT VALLEY UNIFIED SCHOOL DIST FACILITY RENTAL -APR 09 0015350 42140 1,360.00 $2,360.00 5/14/2009 1 WALNUT VALLEY UNIFIED SCHOOL DIST FACILITY RENTAL -APR 09 0015350 42140 640.00 5/14/2009 85098 WALNUT VALLEY UNIFIED SCHOOL DIST FACILITY REFUND -APR 09 0015350 42140 360.00 $61.16 5/14/2009 85094 WALNUT VALLEY WATER DISTRICT WATER SVCS -PARKS 0015340 42126 14,278.37 $28,824.63 5/14/2009 1 WALNUT VALLEY WATER DISTRICT WATER SVCS -DBC 0015333 42126 216.93 5/14/2009 85098 WALNUT VALLEY WATER DISTRICT WATER SVCS -DIST 38 1385538 42126 8,491.54 $61.16 5/14/2009 WALNUT VALLEY WATER DISTRICT WATER SVCS -DIST 39 1395539 42126 3,105.90 5/14/2009 WALNUT VALLEY WATER DISTRICT WATER SVCS -DIST 41 1415541 42126 2,731.89 5/14/2009 1 85095 IWAXIE SANITARY SUPPLY SUPPLIES -DBC 1 0015333 1 41200 1 1,210.751 $1,210.75 5/14/2009 85096 WELLDYNERX SHARPS PROG-FEB 09 1155515 44000 32.32 $158.28 5/14/2009 1 WELLDYNERX SHARPS PROG-MAR 1155515 44000 32.32 5/14/2009 85098 WELLDYNERX SHARPS PROG-MAR 1155515 44000 93.64 $61.16 5/14/2009 1 85097 1PAULWRIGHT A/V SVCS-CNCL,P/C MTG 1 0014090 1 44000 1 210.001 $210.00 5/14/2009 1 SUNNY KAI SHEN YEN IREFUND-B/LICENSE 001 1 34560 10.00 5/14/2009 1 85098 JXAVIERS FLORIST IFLORAL ARRGMNT-MILLER 1 0014090 1 41400 1 61.161 $61.16 5/14/2009 1 85099 SUNNY KAI SHEN YEN REFUND -ZONING FEE 001 1 34430 30.00 $40.00 5/14/2009 1 SUNNY KAI SHEN YEN IREFUND-B/LICENSE 001 1 34560 10.00 Page 11 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 5/21/2009 85101 GHASSAN ABDULLAH FACILITY RFUND-DBC 001 23002 Total Check Amount Check Date Check Number Vendor Name GHASSAN ABDULLAH Transaction Description 001 Fund/ Dept Acct # Amount 5/21/2009 85103 GHASSAN ABDULLAH FACILITY REFUND -DBC 001 23002 $130.00 5/14/2009 1 85100 JYI TONY TORNG JPLNG COMM-MAR/APR 0015210 1 44100 1 130.001 5/21/2009 85101 GHASSAN ABDULLAH FACILITY RFUND-DBC 001 23002 500.00 $646.00 5/21/2009 GHASSAN ABDULLAH STAFF TIME -DBC 001 36615 -34.00 5/21/2009 85103 GHASSAN ABDULLAH FACILITY REFUND -DBC 001 23002 350.00 $15.00 5/21/2009 GHASSAN ABDULLAH STAFF TIME -DBC 001 36615 -170.00 5/21/2009 1 85102 JALERT GRAPHICS 1PROM0 ITEMS -RECYCLE 1 1155516 1 41400 1 269.641 $269.64 5/21/2009 ID D & J MUNICIPAL SERVICES INC INGHBRHD SVCS -APR 09 0015230 1 45213 1 4,800.00 5121/2009 1 85103 JARBOR DAY FOUNDATION IMEMBERSHIP DUES-TARAZON 1 0015350 1 42315 1 15.001 $15.00 5/21/2009 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 216.50 5/21/2009 1 85104 AT & T PH.SVCS-GENERAL 1 0014090 1 42125 1 29.36 $29.36 5/21/2009 DAY & NITE COPY CENTER IPRINT SVCS -COMM SVCS 1 0015350 1 42110 1 34.64 1 1 5/21/2009 1 85105 IBUSINESS TELECOMMUNICATION SYS INC. PH.SVCS-I.T. 1 0014070 1 42125 1 145.001 $145.00 5/21/2009 1 85106 CA PARKS & REC SOC -DIS XIII MTG-REC STAFF 1 0015350 1 42340 1 60.001 $60.00 5/21/2009 1 85107 ICATALINA BALLAST BULB COMPANY SUPPLIES -DBC 1 0015333 1 41200 1 124.811 $124.81 5/21/2009 1 85108 ICITY OF WEST COVINA IFORENSIC SVCS-FNGRPRTNG 1 0014411 1 45401 1 2,075.001 $2,075.00 5/21/2009 1 85109 CREATOR'S TOUCH ICONTRACT CLASS -SPRING 0015350 1 45320 1 486.001 $486.00 5/21/2009 85110 & J MUNICIPAL SERVICES INC BLDG & SFTY SVCS -APR 09 0015220 1 45201 8,650.21 $13,450.21 5/21/2009 ID D & J MUNICIPAL SERVICES INC INGHBRHD SVCS -APR 09 0015230 1 45213 1 4,800.00 5/21/2009 85111 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 34.64 $1,047.13 5/21/2009 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 568.10 5/21/2009 85113 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 23.73 $227.20 5/21/2009 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 216.50 5/21/2009 DAY & NITE COPY CENTER PRINT SVCS -COMM SVCS 0015350 42110 169.52 5/21/2009 DAY & NITE COPY CENTER IPRINT SVCS -COMM SVCS 1 0015350 1 42110 1 34.64 1 1 5/21/2009 1 85112 IDEPT OF TRANSPORTATION ITRFFC SIGNAL MAINT-MAR 1 0015554 1 45507 1 611.981 $611.98 5/21/2009 1 85113 IDIAMOND BAR HAND CAR WASH ICAR WASH -ROAD MAINT 1 0015554 1 42310 1 33.991 $227.20 Page 12 City of Diamond Sar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/21/2009 85113... DIAMOND BAR HAND CAR WASH CAR WASH-NGHBRHD IMP 0015230 42310 35.97 $227.20 ... 5/21/2009 85115 DIAMOND BAR HAND CAR WASH CAR WASH -POOL VEH 0014090 42310 132.88 $100.00 5/21/2009 DIAMOND BAR HAND CAR WASH CAR WASH -COMM SVCS 0015310 42310 24.36 5/21/2009 1 85114 IDOGGIE WALK BAGS INC SUPPLIES -PARKS 1 0015340 1 41200 1 330.991 $330.99 5/21/2009 EXPRESS MAIL CORPORATE ACCOUNT EXPRESS MAIL -FPL 2009-344 001 23010 33.26 5/21/2009 1 85115 IKIM DYER IFACILITY REFUND -DBC 1 001 1 23002 1 100.00 $100.00 5/21/2009 85116 EXPRESS MAIL CORPORATE ACCOUNT EXPRESS MAIL -GENERAL 0014090 42120 16.63 $66.52 5/21/2009 EXPRESS MAIL CORPORATE ACCOUNT EXPRESS MAIL -FPL 2009-344 001 23010 33.26 5/21/2009 85119 EXPRESS MAIL CORPORATE ACCOUNT EXPRESS MAIL -FPL 2009-254 001 23010 16.63 $595.00 5/21/2009 85117 FEDEX EXPRESS MAIL -GENERAL 0014090 42120 185.02 $326.34 5/21/2009 FEDEX EXPRESS MAIL -GENERAL 0014090 42120 36.96 5/21/2009 85119 FEDEX EXPRESS MAIL -FPL 2005-147 001 23010 77.73 $595.00 5/21/2009 FEDEX EXPRESS MAIL -FPL 2002-09 001 23010 26.63 5/21/2009 1 85118 JDANIEL GARCIA CONTRACT CLASS -SPRING 0015350 1 45320 1 912.001 $912.00 5/21/2009 INLAND VALLEY HUMANE SOCIETY IFACILITY ASSESSMENT -JUN 0014431 45403 1,250.00 5/21/2009 1 85119 JGFOA IMEMBERSHP SVCS-DYL,LM,SF 0014050 1 42315 1 595.001 $595.00 5/21/2009 1 85120 IGO LIVE TECHNOLOGY INC PROF.SVCS-CITY VIEW MAY 1 001 1 23005 1 1,800.001 $1,800.00 5/21/2009 1 85121 JHASLERINC IPOSTAGE SVCS -APR 09 1 0014090 1 42121 1 146.141 $146.14 5/21/2009 1 85122 IJILL HAYNES IRECREATION REFUND 1 001 1 34740 1 79.001 $79.00 5/21/2009 1 85123 ICHRIS HUANG IRECREATION REFUND 1 001 1 34740 1 79.001 $79.00 5/21/2009 1 85124 JINLAND VALLEY DAILY BULLETIN ILEGAL AD-LYCOMING REHAB 1 0015510 1 42115 1 145.001 $145.00 5/21/2009 85125 INLAND VALLEY HUMANE SOCIETY ANIMAL CONTROL SVCS -JUN 0014431 45403 8,523.08 $9,773.08 5/21/2009 INLAND VALLEY HUMANE SOCIETY IFACILITY ASSESSMENT -JUN 0014431 45403 1,250.00 5/21/2009 1 85126 JACKSON'S AUTO SUPPLY MAINT-REC VEH 1 0015310 1 42310 1 93.461 $93.46 5/21/2009 1 85127 JKATHRYN KEYS ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 720.001 $720.00 Page 13 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 5/21/2009 85130 LOS ANGELES COUNTY MTA MTA PASSES -APR 09 1125553 45535 Total Check Amount Check Date Check Number Vendor Name LOS ANGELES COUNTY MTA Transaction Description 1125553 Fund/ Dept Acct # Amount 5/21/2009 85134 LOS ANGELES COUNTY MTA MTA PASSES -MAR 09 1125553 45535 $264.00 5/21/2009 1 85128 IKIDS CAN DO GYMNASTICS ICONTRACT CLASS -SPRING 0015350 1 45320 1 264.00 45533 827.20 5/21/2009 85135 LOS ANGELES COUNTY MTA MTA PASSES -MAY 09 5/21/2009 1 85129 IWINNIE LAM FACILITY REFUND-PANTERA 001 1 23002 1 50.001 $50.00 5/21/2009 85130 LOS ANGELES COUNTY MTA MTA PASSES -APR 09 1125553 45535 3,047.60 $11,387.00 5/21/2009 LOS ANGELES COUNTY MTA CITY SUBSIDY -MAR 09 1125553 45533 862.30 5/21/2009 85134 LOS ANGELES COUNTY MTA MTA PASSES -MAR 09 1125553 45535 2,886.70 $50.00 5/21/2009 LOS ANGELES COUNTY MTA CITY SUBSIDY -MAY 09 1125553 45533 827.20 5/21/2009 85135 LOS ANGELES COUNTY MTA MTA PASSES -MAY 09 1125553 45535 2,798.80 $100.00 5/21/2009 LOS ANGELES COUNTY MTA CITY SUBSIDY -APR 09 1125553 45533 964.40 5/21/2009 1 85131 ILOS ANGELES COUNTY PUBLIC WORKS ITRAFFIC SIGNAL MAINT-MAR 1 0015554 1 45507 1 427.951 $427.95 5/21/2009 85132 LOS ANGELES COUNTY SHERIFF'S DEPT. CALVARY CHAPEL -APR 09 0014411 45402 7,628.57 $8,206.40 5/21/2009 LOS ANGELES COUNTY SHERIFF'S DEPT. CLICK IT OR TICKET -APR 09 0014411 1 45402 577.83 5/21/2009 1 85133 IDONGHUI LUO IFACILITY REFUND-SYC CYN 1 001 1 23002 1 50.00 $50.00 5/21/2009 METROLINK CITY SUBSIDY -APR 09 1125553 45533 18,384.68 5/21/2009 1 85134 IDESIREE MAGANA IFACILITY REFUND-SYC CYN 1 001 1 23002 1 50.001 $50.00 5/21/2009 METROLINK CITY SUBSIDY -MAY 09 1125553 45533 18,150.83 5/21/2009 1 85135 IJAY MALAN IRECREATION REFUND 1 001 1 34780 1 100.001 $100.00 5/21/2009 METROLINK IPASSES RETURNED -APR 09 1125553 45535 -1,612.75 F-751-21-/2-0-0-9-1 85136 IMCE CORPORATION IVEGETATION CONTROL -APR 1 0015558 1 45508 1 9,793.521 $9,793.52 5/21/2009 1 85137 IRYAN MCLEAN REIMB-C/CITIES CONF 1 0014030 1 42330 1 99.051 $99.05 5/21/2009 85138 METROLINK METROLINK PASSES -MAY 09 1125553 45535 79,375.17 $183,692.00 5/21/2009 METROLINK CITY SUBSIDY -APR 09 1125553 45533 18,384.68 5/21/2009 METROLINK METROLINK PASSES -APR 09 1125553 45535 74,234.07 5/21/2009 METROLINK CITY SUBSIDY -MAY 09 1125553 45533 18,150.83 5/21/2009 METROLINK PASSES RETURNED -MAY 09 1125553 45535 -4,840.00 5/21/2009 METROLINK IPASSES RETURNED -APR 09 1125553 45535 -1,612.75 5/21/2009 85139 MINUTEMAN PRESS R & D BLUEPRINT PRINT SVCS-P/WORKS 0015510 42110 398.50 $844.07 5/21/2009 MINUTEMAN PRESS R & D BLUEPRINT PRINT SVCS-PIWORKS 0015510 42110 193.75 5/21/2009 MINUTEMAN PRESS R & D BLUEPRINT PRINT SVCS-P/WORKS 0015510 42110 178.62 Page 14 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/21/2009 85139... MINUTEMAN PRESS R & D BLUEPRINT PRINT SVCS-P/WORKS 0015510 42110 1 73.20 $B44.07... 5/21/2009 1 85140 INEXTEL COMMUNICATIONS ICELL CHRGS-PW,CS,CD 1 0014090 1 42130 1 517.171 $517.17 5/21/2009 1 PERS HEALTH JUNE 09 -HEALTH INS PREMS 0014090 40086 505.00 5/21/2009 1 85141 JOLYMPIC STAFFING SERVICES TEMP SVCS -CIS WK 5/10 1 0015310 1 44000 1 635.521 $635.52 5/21/2009 85142 PERS HEALTH JUNE 09 -HEALTH INS PREMS 0014060 40093 145.95 $28,802.12 5/21/2009 1 PERS HEALTH JUNE 09 -HEALTH INS PREMS 0014090 40086 505.00 5/21/2009 85144 PERS HEALTH JUNE 09 -HEALTH INS PREMS 001 21105 28,151.17 $100.00 5/21/2009 1 85143 IR F DICKSON COMPANY IST SWEEPING SVCS -APR 09 1 0015554 1 45501 1 9,864.09 $9,864.09 5/21/2009 1 ISIMPSON SIMPSON ADVERTISING INC ENVIRONMENTAL AD-NWSLTTR 1155516 1 42110 1,520.00 5/21/2009 1 85144 ISARANGAPANIRAGUNATHAN JFACIUTY REFUND -DBC 1 001 1 23002 1 100.001 $100.00 5/21/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -DBC 0015333 42126 5,006.86 5/21/2009 1 85145 IREINBERGER PRINTWERKS IPRINT SVCS -ENVELOPES 1 0014090 1 42110 1 277.471 $277.47 5/21/2009 1 85146 ISHEPPARD, MULLIN, RICHTER & HAMPTON LEGAL SVCS -NFL STADIUM 1 0014020 1 44021 1 854.131 $854.13 5/21/2009 1 85147 ISIGN CONTRACTORS INC INSTALL -ARMED FORCES BNNR 1 0015350 1 45300 1 1,232.831 $1,232.83 5/21/2009 85148 ADVERTISING INC ENVIRONMENTAL AD-NWSLTTR 1155516 41200 10,000.00 $11,520.00 5/21/2009 1 ISIMPSON SIMPSON ADVERTISING INC ENVIRONMENTAL AD-NWSLTTR 1155516 1 42110 1,520.00 5/21/2009 85149 SOUTHERN CALIFORNIA EDISON ELECT SVCS -DIST 38 1385538 42126 77.23 $5,143.01 5/21/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -DIST 38 1385538 42126 21.27 5/21/2009 85153 SOUTHERN CALIFORNIA EDISON ELECT SVCS -DIST 38 1385538 42126 37.65 $31,674.58 5/21/2009 SOUTHERN CALIFORNIA EDISON ELECT SVCS -DBC 0015333 42126 5,006.86 5/21/2009 1 85150 IJOSEPH TAK IFACILITY REFUND -DBC 001 1 23002 1 100.001 $100.00 5/21/2009 85151 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -CROSSING GUARD 0015510 42115 86.75 $379.00 5/21/2009 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -NOT TO BIDDERS 0015510 42115 144.25 5/21/2009 85153 THE SAN GABRIEL VALLEY NEWSPAPER GR LEGAL AD -AREA 5 ST MAINT 0015510 42115 148.00 $31,674.58 5/21/2009 1 85152 JUS HEALTHWORKS MEDICAL GROUP PC PRE-EMPLOYMENT PHYSICAL 1 0014060 42345 1 152.00 $152.00 5/21/2009 1 85153 IVALLEY CREST LANDSCAPE MAINT INC ILANDSCAPE MAINT-DBC MAY 1 0015333 1 45300 1 5,645.471 $31,674.58 Page 15 City of Diamond Bar - Check Register 05/14/09 thru 05/27/09 Check Date Check Number Vendor Name Transaction Description Fund/ Dept Acct # Amount Total Check Amount 5/21/2009 5/21/2009 85153... VALLEY CREST LANDSCAPE MAINT INC VALLEY CREST LANDSCAPE MAINT INC LANDSCAPE MAINT-PKS MAY ADDL MAINT-CITY B/DAY 0015340 0015340 45300 42210 24,604.11 1,425.00 $31,674.58 ... 5/21/2009 85154 VERIZON CALIFORNIA PH.SVCS-DATA MODEM 0014090 42125 35.04 $405.67 5/21/2009 VERIZON CALIFORNIA PH.SVCS-SYC CYN PK 0015340 42125 87.93 5/21/2009 85157 VERIZON CALIFORNIA PH.SVCS-PANTERA P/PH 0015340 42125 87.93 $291.60 5/21/2009 VERIZON CALIFORNIA PH.SVCS-DBC 0015333 42125 106.84 5/21/2009 VERIZON CALIFORNIA PH.SVCS-HERITAGE P/PH 0015340 42125 87.93 5/21/2009 85155 WASTE MANAGEMENT HHHW COLLECTION-NOV 08 1155515 45500 899.68 $8,112.36 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -DEC 08 1155515 45500 562.30 5/21/2009 85157 WASTE MANAGEMENT HHHW COLLECTION -JAN 09 1155515 45500 337.38 $291.60 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -AUG 08 1155515 45500 107.00 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -SEPT 08 1155515 45500 2,461.00 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -OCT 08 1155515 45500 2,675.00 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -MAY 08 1155515 45500 107.00 5/21/2009 WASTE MANAGEMENT HHHW COLLECTION -JUN 08 1155515 45500 642.00 5/21/2009 IWASTE MANAGEMENT jHHHW COLLECTION-JUL 08 1155515 1 45500 321.00 5/21/2009 1 85156 YOSEMITE WATER EQ RENTAL-SYC CYN PK 1 0015310 1 42130 1 13.751 $13.75 5/21/2009 1 85157 IYOUNG REMBRANDTS CORP ICONTRACT CLASS -SPRING 1 0015350 1 45320 1 291.601 $291.60 $1,606,785.02 Page 16 CITY COUNCIL lh','ORPf)R114S r9S9 TO: Honorable Mayor and Members f the City Council VIA: James DeStefano, City Ma a TITLE: Treasurer's Statement — April 20d9 RECOMMENDATION: Approve the April 2009 Treasurer's Statement. FINANCIAL IMPACT: No Fiscal Impact BACKGROUND: Agenda # 6.4 Meeting Date: Jun 2, 2009 AGENDA REPORT Per City policy, the Finance Department presents the monthly Treasurer's Statement for the City Council's review and approval. This statement shows the cash balances for the various funds, with a breakdown of bank account balances, investment account balances, and the effective yield earned from investments. This statement also includes a separate investment portfolio report which details the activities of the investments. All investments have been made in accordance with the City's Investment Policy. PREPARED BY: Linda G. Magnuson, Finance Director DepartOndnt Head Assista City anager Attachments: Treasurer's Statement, Investment Portfolio Report CITY OF DIAMOND BAR TREASURER'S MONTHLY CASH STATEMENT April 30, 2009 BEGINNING TRANSFERS ENDING BALANCE RECEIPTS DISBURSEMENTS IN (OUT) BALANCE GENERAL FUND $30,509,165.19 2,654,080.60 $1,241,099.45 $355,046.28 $32,277,192.62 LIBRARY SERVICES FUND 0.00 TOTAL DEMAND DEPOSITS $34,084.42 INVESTMENTS: US TREASURY Money Market Acct. 0.00 COMMUNITY ORG SUPPORT FD (2,246.18) FED HOME LOAN BANK NOTES 1,000.00 CASH WITH FISCAL AGENT: US TREASURY Money Market Account (3,246.18) GAS TAX FUND (104,945.93) (312,521.08) (417,467.01) TRANSIT TX (PROP A) FD 577,209.80 139,898.21 248,048.94 469,059.07 TRANSIT TX (PROP C) FD 1,582,431.23 113,671.75 1,922.76 (52,484.00) 1,641,696.22 ISTEA Fund (711,451.32) (711,451.32) INTEGRATED WASTE MGT FD 333,464.42 81,113.08 18,313.11 (43,357.20) 352,907.19 TRAFFIC IMPROVEMENT FUND 423,617.96 2,885.85 715.50 (750.00) 425,038.31 AB2928-TR CONGESTION RELIEF FD 214,226.50 130,199.80 344,426.30 AIR QUALITY IMPRVMNT FD 130,037.60 (87.93) 129,949.67 TRAILS & BIKEWAYS FD 0.00 0.00 Prop 1B Bond Fund 1,177,824.23 6,584.28 1,184,408.51 PARK FEES FD 416,515.97 2,314.40 (2,646.00) 416,184.37 PROP A - SAFE PARKS ACT FUND 133,524.91 41.32 133,566.23 PARK & FACILITIES DEVEL. FD 619,132.23 3,584.35 42,400.59 665,117.17 COM DEV BLOCK GRANT FD (16,825.00) 112,344.00 49,328.58 (95,518.00) (49,327.58) CITIZENS OPT -PUBLIC SAFETY FD 91,256.13 512.24 1,133.75 90,634.62 NARCOTICS ASSET SEIZURE FD 361,993.02 2,011.44 (7,982.00) 371,986.46 CA LAW ENFORCEMENT EQUIP PRGI 80,699.32 450.72 7,982.00 73,168.04 LANDSCAPE DIST #38 FD 28,415.75 81,478.33 16,679.64 93,214.44 LANDSCAPE DIST #39 FD (24,956.77) 48,504.43 14,425.29 9,122.37 LANDSCAPE DIST #41 FD 89,717.75 36,215.16 6,150.51 119,782.40 GRAND AV CONST FUND 0.00 0.00 CAP IMPROVEMENT PRJ FD (360,225.65) 15,599.58 109,829.41 (265,995.82) SELF INSURANCE FUND 1,120,763.37 6,227.59 1,126,990.96 EQUIPMENT REPLACEMENT FUND 225,411.85 1,252.51 226,664.36 COMPUTER REPLACEMENT FUND 360,333.44 2,002.21 362,335.65 PUBLIC FINANCING AUTHORITY FUNI 240,869.46 25,832.61 4,369.58 262,332.49 TOTALS $37,495,959.28 $3,451,116.95 $1,618,786.69 $0.00 $39,328,289.54 SUMMARY OF CASH: DEMAND DEPOSITS: GENERAL ACCOUNT ($180,066.75) PAYROLL ACCOUNT 212,901.17 CHANGE FUND 250.00 PETTY CASH ACCOUNT 1,000.00 TOTAL DEMAND DEPOSITS $34,084.42 INVESTMENTS: US TREASURY Money Market Acct. $507,288.85 LOCAL AGENCY INVESTMENT FD 33,524,583.78 FED HOME LOAN BANK NOTES 5,000,000.00 CASH WITH FISCAL AGENT: US TREASURY Money Market Account 262,332.49 TOTAL INVESTMENTS $39,294,205.12 TOTAL CASH $39,328,289.54 Note: The City of Diamond Bar is invested in the State Treasurer's Local Agency Investment Fund. The account's funds are available for withdrawal within 24 hours. In addition, the City has started investing in longer term investments. These investments are detailed on the attached Investment Report. All investments are placed in accordance with the City of Diamond Bar's Investment Policy. The above summary provides sufficient cash flow liquidity to meet the next six month's esti ted a ditures. James DeStefa o, Treasurer CITY OF DIAMOND BAR INVESTMENT PORTFOLIO REPORT for the month of April 2009 Institution Type of Investment Rating Purchase Date Maturity Date Term Amount At Cost Current Par / Original Par Fair Market Value' Rate State of California Local Agency Inv Fund AAA 33,524,583.78 33,585,918.08 1.607% Wells Fargo Bank US Treasury Money Market AAA 507,288.85 507,288.85 0.010% Union Bank -(Fiscal Agent) US Treasury Money Market AAA 262,332.49 262,332.49 0.010% Wells Fargo Inst Securities FHLB - Federal Home Note AAA 02/18/09 08/18/11 2.5 Yrs 1,000,000 1,000,000 1,000,630.00 2.150% Wells Fargo Inst Securities FHLMC - Freddie Mac Note AAA 03/23/09 09/23/11 2.5 Yrs 1,000,000 1,000,000 1,003,860.00 2.125% Wells Fargo Inst Securities FNMA - Fannie Mae Note AAA 03/23/09 12/23/11 2.75 Yrs 1,000,000 1,000,000 1,008,130.00 2.400% Wells Fargo Inst Securities FHLB - Federal Home Loan Note AAA 02/06/09 02/06/12 3.0 Yrs 1,000,000 1,000,000 1,000,310.00 2.300% Wells Fargo Inst Securities FHLB - Federal Home Loan Note AAA 02/17/09 02/17/12 3.0 Yrs 1,000,000 1,000,000 1,003,750.00 2.250% Totals for month $ 39,294,205.12 $ 39,372,219.42 Less Investments matured during the month 0.00 Total Investments: $ 39,294,205.12 2007-08 Actual Interest Income $1,702,255.90 2008-09 Budgeted Interest Income $1,015,700.00 Actual Year -To -Date Interest Income $776,192.40 Percent of Interest Received to Budget 76.419% Allocation of Book Value of Investment by Type (By Percent) Federal Agency Securities 12.72% U.S Treasury ` i"'L_ •. - - LAIF Fund Money Market 85.32% 1.96% Total Investment - $39,294,2D5 Source of Fair Market Value: Wells Fargo Institutional Securities, LLC TYPE OF INVESTMENTS: Local Aclency Investment Fund (LAIF) LAIF is an investment pool for local agencies which is managed by the State Treasurer and regulated by the State law. The City Investment Policy places no limit on this type of investment. U.S. Treasury Money Market Fund Money Market Funds are comprised of short term government securities, certificates of deposit and highly rated commercial paper. The City Investment Policy places no limit on this type of investment. Federal Agency Security Federal Agency Securities are issued by direct U.S Government agencies or quasi -government agencies. Many of these issues are guaranteed directly or indirectly by the United States Government. The City Investment Policy places a 40% limit on this type of investment. Note: The fair market value is the value of a security if it was sold on the date of this report. Since interest rates fluctuate from day to day the fair market value may rise or fall accordingly. It is the intention of the City to hold all securities (with the exception of LAIF) to maturity or until called by the issuer. At that time, the security is redeemed at face value regardless of the current interest rate. CITY COUNCIL Agenda # 6.5 Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Man'y TITLE: Increase the City's FY08-09 Trans Pass Subsidy Fare Revenue and Transit Pass Subsidy Fare Expenditures by $100,000. RECOMMENDATION: Approve. FINANCIAL IMPACT: The FY2008-2009 Prop A Transit Fund budget currently reflects anticipated revenue and an appropriation of $900,000 for the City's Transit Subsidy Fare Revenue and offsetting expenditure. In order to complete the fiscal year it is necessary to adjust the Prop A Transit Fund revenue and expenditure budget by $100,000. There is an adequate appropriation in place to cover the additional subsidy necessary. BACKGROUND / DISCUSSION: The City receives Proposition A Transit Funds which are funded by a portion of the '/2 cent sales tax measure which was passed by Los Angeles County voters in 1980. Prop A Funds are to be used exclusively to benefit public transportation. Several years ago when the City faced the ever increasing amount of unused Prop A Funds, the City Council considered implementing several transit programs. One of the programs implemented was the transit subsidy program. This program offers transit passes for the Metrolink trains, Foothill buses and MTA buses at discounted rates. The City offers these passes through online and over the counter sales. The 20% discount (50% for seniors/disabled) is covered by the Prop A Transit Fund. The rapid rise in the cost of fuel and environmental concerns has increased the awareness and use of mass transit. As a result the City's transit subsidy program's popularity continues to grow. PREPARED BY: Linda G. Magnuson REVIEWED BY: Finance irector Assistant City Manager CITY COUNCIL Agenda # 6.6 Meeting Date: JUNE 2, 2 0 0 9 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Man TITLE: Approve the 2009-2010 Fiscal Yea Appropriation Limit using the growth factor of change in the City's non residential new construction valuation over the prior year and the change in the County's population over the prior year as the annual adjustment growth factor. RECOMMENDATION: Approve the use of the growth factor of change in the City's non residential new construction valuation over the prior year and the change in the County's population over the prior year as the annual adjustment growth factor for use in calculating the Fiscal Year 2009-2010 Appropriations Limit, Approve Resolution 2009 -XXX. FINANCIAL IMPACT: Since the City's 2009-2010 appropriations subject to the Gann Limit fall well below $33,809,489, there is no financial impact. BACKGROUND: Per City Policy, the Finance Department presents the Appropriation Limit for the City Council's review and approval. Pursuant to Article XIIIB of the California Constitution (known as the Gann Limit), the City must compute an annual appropriations limit. This appropriations limit will place a ceiling on the City's total amount of tax revenues and the total amount of appropriations. The appropriation limit can be calculated by the use of one of the following factors: • Based on the growth factor of County population change over the prior year and the change in the California per capita income over the prior year. • Based on the growth factor of City population change over the prior year and the change in the California per capita income over the prior year. • Based on the growth factor of change in the City's non residential new construction valuation and the change in the County or City population. DISCUSSION: The recommended factor to compute the appropriation limit is the growth factor of change in the City's non residential new construction valuation and the change in the County's population over the prior year. By using this factor the City will have an appropriation limit of $33,809,489 for Fiscal Year 2009-2010. PREPARED BY: Linda G. Magnuson, Finance Director REVIEWED BY: Finah66 Director Assistant City anager Attachments: Resolution Appropriation Limit Worksheets for fiscal year 2009-2010 RESOLUTION NO. 2009 - XX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, SETTING THE PROPOSITION 4 (GANN) APPROPRIATIONS LIMIT FOR FISCAL YEAR 2009- 2010 FOR THE CITY OF DIAMOND BAR IN ACCORDANCE WITH THE PROVISIONS OF DIVISION 9 OF TITLE 1 OF THE GOVERNMENT CODE WHEREAS, Article XIII B of the Constitution of the State of California (enacted with the passage of Proposition 4 in 1979 and modified with the passage of Proposition 111 in 1990), provides that the total annual appropriations limit of such entity for the prior year be adjusted for changes in the non-residential assessed valuation or the percentage change in the California Per Capita Income and population except as otherwise specifically provided for in said Article; and WHEREAS, Section 7910 of the Government Code provides that each year the governing body of each local jurisdiction shall, by resolution, establish its appropriations limit for the following fiscal year pursuant to Article XIII B at a regularly scheduled meeting or a noticed special meeting. Prior to such meeting, documentation used in the determination of the appropriation limit shall be available to the public; and WHEREAS, Proposition 111 as approved by the voters of the State of California, revised the method for calculating the Gann Spending Limit, it also requires a recorded voice vote of the City Council regarding which of the annual adjustment factors have been selected each year; and WHEREAS, Section 7902 (a) and 7902.6 of the Government Code sets forth the method for determining the appropriations limit for each local jurisdiction for the fiscal year; and WHEREAS, the City Council of the City of Diamond Bar wishes to establish the appropriation limit for fiscal year 2009-2010 for the City of Diamond Bar. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar, California, as follows: Section 1. That it is hereby found and determined that the documentation used in the determination of the appropriations limit for the City of Diamond Bar for fiscal year 2009-2010 was available to the public in City offices of said City at least fifteen days prior to this date. Section 2. That the County of Los Angeles LAFCO, established the original appropriation limit for the newly incorporated City. Section 3. That the factor selected is the growth factor of Los Angeles County population change over the prior year and the change in California per capita personal income as the annual adjustment growth factor for use in calculating the Fiscal Year 2009-2010 Appropriations Limit. Section 4. That the Appropriation Limit for the City of Diamond Bar as established in accordance with Section 7902(a) and Section 7902.6 of the California Government Code is $33,809,489 for fiscal year 2009-2010. Section 5. That the Mayor of the City of Diamond Bar shall sign and the City Clerk shall certify to the passage and adoption of this Resolution No. 2009-XXXX . PASSED, APPROVED AND ADOPTED this day of , 2009. Ron Everett, Mayor I, Tommye Cribbins, City Clerk of the City of Diamond Bar do hereby certify that the foregoing Resolution was passed, and approved and adopted at a regular meeting of the City Council of the City of Diamond Bar held on the day of AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: , 2009, by the following vote: Tommye Cribbins, City Clerk City of Diamond Bar CITY OF DIAMOND BAR APPROPRIATIONS LIMIT WORK SHEET CITY OF DIAMOND BAR % Change Non Residential New Construction (City) Population Change % Change over Prior Year (County) Nonresidential converted to a Ratio Population Converted to a Ratio Calculation of Growth Factor 2008-2009 Appropriations Limit 2009-2010 Appropriations Limit 4.86% 0.90% 1.0486 1.009 1.0580 31,954,909 $33,809,489 (New Appropriations Limit = Prior Year Appropriations Limit x Growth Factor) CITY OF DIAMOND BAR APPROPRIATIONS LIMIT WORK SHEET 2009-2010 % Change Non Residential New Construction (City) Population Change % Change over Prior Year (City) Nonresidential converted to a Ratio Population Converted to a Ratio Calculation of Growth Factor 2008-2009 Appropriations Limit 2009-2010 Appropriations Limit 4.86% 0.65% 1.0486 1.0065 1.0554 31,954,909 $33,725,719 (New Appropriations Limit = Prior Year Appropriations Limit x Growth Factor) CITY OF DIAMOND BAR APPROPRIATIONS LIMIT WORK SHEET 2009-2010 California Per Capita Income 0.62% % Change over Prior Year Population Change 0.90% % Change over Prior Year (County) Per Capita converted to a Ratio 1.0062 Population converted to a Ratio 1.009 Calculation of Growth Factor 1.0153 (Growth Factor = Per Capita Ratio x Population Ratio) 2008-2009 Appropriations Limit 31,954,909 2009-2010 Appropriations Limit $32,442,407 (New Appropriations Limit = Prior Year Appropriations Limit x Growth Factor) CITY OF DIAMOND BAR APPROPRIATIONS LIMIT WORK SHEET 2009-2010 California Per Capita Income 0.62% % Change over Prior Year Population Change 0.65% % Change over Prior Year (City) Per Capita converted to a Ratio 1.0062 Population converted to a Ratio 1.0065 Calculation of Growth Factor 1.0127 (Growth Factor = Per Capita Ratio x Population Ratio) 2008-2009 Appropriations Limit 31,954,909 2009-2010 Appropriations Limit $32,362,024 (New Appropriations Limit = Prior Year Appropriations Limit x Growth Factor) CITY OF DIAMOND BAR ANNUAL APPROPRIATIONS LIMIT EXHIBIT "A" 2009-2010 1989-90 Base Year 9,882,416 1990-91 Adjusted Base 10,785,669 1991-92 Adjusted Base 11,585,192 1992-93 Adjusted Base 11,762,247 1993-94 Adjusted Base 12,275,495 1994-95 Adjusted Base 13,169,824 1995-96 Adjusted Base 14,005,207 1996-97 Adjusted Base 14,729,615 1997-98 Adjusted Base 15,608,665 1998-99 Adjusted Base 16,482,389 1999-00 Adjusted Base 17,561,562 2000-01 Adjusted Base 18,772,045 2001-02 Adjusted Base 20,576,003 2002-03 Adjusted Base 22,364,058 2003-04 Adjusted Base 24,723,466 2004-05 Adjusted Base (revision) 25,886,770 2005-06 Adjusted Base (revision) 27,569,946 2006-07 Adjusted Base 28,885,277 2007-08 Adjusted Base 30,379,173 2008-09 Adjusted Base 31,954,909 2009-10 Adjusted Base 33,809,489 Page 3 — Appendix A State of California and City (within California) debt obligations, Certificates of Deposit, Repurchase Agreements, Reverse Repurchase Agreements, Financial Futures and Financial Options and Medium Term Corporate Notes. The quality rating and percentage restrictions in each investment category, which are applicable to the local agency also, apply to the Mutual Fund. Additional limitations apply to such management companies or their investment advisors. The City may not invest in a mutual fund, which invests in derivative types of products. The purchase price of shares of mutual funds shall not include any sales commission. Investments in mutual funds shall not exceed fifteen percent of the local agency's investment portfolio. Active Deposits are demand or checking accounts which receive revenues and pay disbursements. Money Market Funds are comprised of short term government securities, certificates of deposit and highly rated commercial paper. Average length of maturity is twenty to fifty days. Money Market Funds are 100% liquid at any time. Repurchase Agreements and Reverse Repurchase Agreements are short term investment transactions. Banks buy temporarily idle funds from a customer by selling him U.S. Government or other securities with a contractual agreement to repurchase the same securities on a future date. Repurchase agreements are typically one to ten days in maturity. The customer receives interest from the bank. The interest rate reflects both the prevailing demand for Federal Funds and the maturity of the REPO. Some banks will execute repurchase agreements for a minimum of $100,000, but most banks have a minimum of $500,000. A reverse -repurchase agreement (reverse -repo) is exactly what the name implies. The City of Diamond Bar does NOT invest in Reverse Repurchase Agreements. Financial Futures and Financial Options are forward contracts for securities. The government code states that a local agency may incur future contracts/options in any of the investment securities enumerated in Section 53601 A -N. Due to the volatility of trading in financial futures the City of Diamond Bar does NOT invest in financial futures of financial options. Derivative Products are structured products, which limits, through imbedded options, the flow of principal and or interest to the note holder. This limitation could be on how fast payments are received, how much principal is returned or how high or low a coupon can move. Derivative is also a broad term referring to any security which derives its value from another underlying asset. The City of Diamond Bar does NOT invest in derivative products Page 2 - Appendix A generally trade with minimum amounts of $1 million per trade with the average trade in the secondary market of $5 million. Investment in Negotiable Certificates of Deposit is limited to 30% of the investment portfolio per Government Code Section 53601. Bankers Acceptances are short-term credit arrangements to enable businesses to obtain funds to finance commercial transactions. They are time drafts drawn on a bank by an exporter or importer to obtain funds to pay for specific merchandise. By its acceptance, the bank becomes primarily liable for the payment of the draft at maturity. An acceptance is a high grade negotiable instrument. Acceptances are purchased in various denominations for 30 to 180 days but no longer than 180 days. The interest is calculated on a 360 day discount basis similar to Treasury Bills. Investment in Banker's Acceptances is limited to 40% of the investment portfolio per Government Code Section 53601. Commercial Paper is a short term unsecured promissory note issued by a corporation to raise working capital. These negotiable instruments may be purchased at a discount to par value or interest bearing. Commercial paper is issued by corporations such as General Motors Acceptance Corporation (GMAC), Shearson American Express, Bank of America, Wells Fargo Bank, etc. Local agencies are permitted by state law to invest in commercial paper of "prime" quality of the highest ranking or of the highest letter and numerical rating as provided by Moody's Investor's Service, Inc. or Standard & Poors Corporation. Purchases of eligible commercial paper may not exceed 270 days maturity nor exceed twenty five percent of the local agency's total investments. Investment in Commercial Paper is limited to 25% of the total investment portfolio and 10% of the issuing corporation per Government Code Section 53601. Medium Term Corporate Notes are unsecured promissory notes issued by a corporation organized and operating in the United States. These are negotiable instruments and are traded in the secondary market. Medium Term Notes (MTN) can be defined as extended maturity commercial paper. Corporations use these MTN's to raise capital. Examples of MTN issuers are General Electric, GMAC, Citibank, Wells Fargo Bank, etc. Investment in Medium Term Corporate Notes is limited to 30% of the investment portfolio per Government Code 53601. Notes must be rated "A" or better. Passbook Savings Account is a certificate of deposit issued in any amount for a non specified amount of time. Interest rate is much lower than CD's but the savings account allows flexibility. Funds can be deposited and withdrawn according to daily needs. Mutual Funds are referred to in the Government Code, Section 53601, K, as "shares of beneficial interest issued by diversified management companies". The Mutual Fund must be restricted by its by-laws to the same investments as the local agency by the Government Code. These investments are Treasury issues, Federal Agency issues, Appendix A Description of Investments U.S. Treasury Issues are direct obligations of the United States Government. These issues are called bills, notes and bonds. The maturity range of new issues is from 30 days (T -Bills) to 30 years (T -Bonds). These are highly liquid and are considered the safest investment security. Federal Agency Securities are issued by direct U.S. Government agencies or quasi - government agencies. Many of these issues are guaranteed directly or indirectly by the United States Government. Examples of these securities are Federal Home Loan Bank (FHLB) notes, Federal National Mortgage Associations (FNMA) notes, Federal Farm Credit Bank (FFCB) notes, Small Business Administration (SBA) notes, Government National Bank (GNMA) notes, and Federal Home Loan Mortgage Credit (FHLMC) notes. Investment in these types of securities is limited to 40% of the portfolio. Local Agency Investment Fund (LAIF) is a special fund in the State Treasury which local agencies may use to deposit funds for investment. There is no minimum investment period and the minimum transaction is $5,000, in multiples of $1,000 above that, with a maximum of $40 million for any agency. It offers high liquidity because deposits can be converted to cash in twenty-four hours and no interest is lost. All interest is distributed to those agencies participating on a proportionate share determined by the amounts deposited and the length of time they are deposited. Interest is paid quarterly via direct deposit into the agency's LAW account. The State keeps an amount for reasonable costs of making the investments, not to exceed one-quarter of one percent of the earnings. Certificates of Deposit are investments for inactive funds issued by banks, savings and loans and credit unions. Investments of $100,000 are insured respectively by Federal Deposit Insurance Corporation (FDIC), Federal Savings and Loan Insurance Corporation (FSLIC) and the National Credit Union Share Insurance Fund (NCUSIF). Certificates of Deposit can be issued from 14 days to several years in maturity allowing the City of Diamond Bar's investment of funds to be matched to cash flow needs. For deposits exceeding $100,000 the financial institution is required to collateralize with 110% government securities collateral. City of Diamond Bar does not accept 150% Collateral (First Trust Deeds) or 105% Letters of Credit (L.C.). Section 53635.2 of, the Government Code prohibits investments in certificates of deposits of state or federal credit unions if any member of the city's governing or managing officers (Council, City manager, Fiscal officers) serves on the credit union board or key committee positions. Negotiable Certificates of Deposit are unsecured obligations of the financial institution. These securities are generally issued in bearer form and pay interest at maturity. Although negotiable, a strong secondary market exists only in the NCD's issued by the largest United States banks. Examples of large banks include Bank of America, Citibank, Chase Manhattan, Manufacturers Hanover, etc. These securities Page 5 — Investment Policy The basic premise underlying the City of Diamond Bar's investment philosophy is to insure that money is always available when needed. Attachment: Appendix A - Description of Investments Appendix B - Broker Dealer Questionnaire Appendix C - Local Agency Investment Fund Description James DeStefano City Manager Page 4 - Investment Policy management of the Local Agency Investment Fund, and there is a conflict with the City's investment goals, the City may elect to discontinue investment in LAIF. It should be noted that, per LAIF's investment policy, no more than 10% of its portfolio may be invested in Reverse Repurchase Agreements. Since these types of investments are extremely sophisticated, the City of Diamond Bar chooses not to individually invest in these types of securities but will participate in LAIF's investment pool as long as the percentage of the portfolio remains at 10% or less. POLICY CONSTRAINTS The City operates its investment pool with many State and self-imposed constraints. The City does not purchase or sell securities on margin. The City does not buy stocks or deal in futures or options. The City does not use Reverse Repurchase Agreements for the investment of funds. The City does not invest in Guaranteed Small Business Administration (SBA) Notes. SAFEKEEPING OF SECURITIES The City of Diamond Bar will adopt the operational practice of having all purchased securities delivered, versus payment to a safekeeping account at the City's depository bank. It is recognized this will be to a third party independent custodian under contractual agreement made with the Security Services Division of the chosen bank. Investment transactions will be authorized by the City Treasurer and executed by either the Finance Director or the Assistant City Clerk. The transactions will be verified via monthly reconciliations by the Senior Accountant. REPORTING A monthly report of investments will be provided to the City Manager. The required elements of this report are as follows: a) Type of investment b) Institution c) Date of Maturity d) Amount of deposit or cost of security e) Current market value of securities with maturity in excess of twelve months f) Statement relating the report to the Statement of Investment Policy g) Rate of interest h) Statement that there are sufficient funds to meet the next six months' obligations PAGE 3 - Investment Policy Negotiable Certificates of Deposit Bankers Acceptances Commercial Paper Medium Term Corporate Notes Passbook Savings Accounts Active Deposits Money Market Funds comprised of investments rated in the highest category by Moody's Investors Services Inc. or by Standard & Poor's Corporation. Repurchase Agreements Prohibited investments include securities not listed above(unless authorized pursuant to section 53601), as well as inverse floaters, range notes, interest only strips derived from a pool of mortgages (Collateralized Mortgage Obligations), and any security that could result in zero interest accrual if held to maturity, as specified in Section 53601.6. (Zero interest accrual means the security has the potential to realize zero interest depending upon the structure of the security. Zero coupon bonds and similar investments that start at a level below the face value are legal because their value does increase.) Government and agency paper are the highest quality investments available in terms of safety and liquidity. Certificates of deposit and savings accounts must be insured or collateralized. Only commercial paper, with A-1 Moody's and P-1 Standard & Poor's ratings, is authorized for purchase. Most investments are highly liquid, with the exception of collateralized and insured certificates of deposit held by banks and savings banks. Maturities are selected to anticipate cash needs, thereby eliminating the need for forced liquidation. Effective January 1, 1989 the Government Code, Section 53601 states..."no investment shall be made in any security, other than a security underlying a repurchase or reverse repurchase agreement authorized by this section, which at the time of the investment has a term remaining to maturity in excess of five years, unless the legislative body has granted express authority to make that investment either specifically or as a part of an investment program approved no less than three months prior to the investment." Therefore longer-term investments (over one year) are limited to maturities of five years or less unless specifically approved by the City Council. Diamond Bar attempts to obtain the highest yield possible when selecting investments, provided that the criteria for safety and liquidity are met. Ordinarily, through a positive yield curve, (i.e., longer term investment rates are higher than those of shorter term maturities), the City attempts to ladder its maturities to meet anticipated cash needs in such a way that longer term investments carry a higher rate than is available in the extremely short term market of 30 days or less. The City is authorized to invest in the Local Agency Investment Fund based upon periodic reviews of the book to market value of the investment pool and an annual review of the goals and strategies of the investment board. If there are changes in the PAGE 2 - Investment Policy 2. Liquidity. The investment portfolio will remain sufficiently liquid to meet all operating requirements which might be reasonably anticipated. This is accomplished by structuring the portfolio so that securities mature at the same time as cash is needed to meet anticipated demands. Additionally, since all possible cash demands cannot be anticipated, the portfolio will consist largely of securities with active secondary or resale markets. 3. Yield. Yield is the potential dollar earnings an investment can provide and sometimes is described as the rate of return. The primary objective of the investment policy of the City of Diamond Bar is SAFETY. Investments shall be undertaken to ensure the preservation of capital in the overall portfolio. The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and cash flow characteristics of the portfolio: Return on investment is of least importance compared to the safety and liquidity objectives described above. Investments are limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed. Securities shall not be sold prior to maturity unless one of the following conditions exists: 1) a declining credit security could be sold early to minimize loss of principal; 2) a security swap would improve the quality of yield in the portfolio; or 3) liquidity needs of the portfolio require that a security be sold. POLICY As a General Law city, Diamond Bar operates its accumulated idle cash investments under the prudent man rule. This insures that "...investment shall be made with the exercise of that degree of judgement and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation but for investment considering the probable safety of their capital as well as the probable income to be derived." (CC #2261) This affords the City a broad spectrum of investment opportunities, so long as the investment is deemed prudent and is allowable under current law of the State of California and the regulations of the City of Diamond Bar. The City of Diamond Bar strives to maintain the level of investment of all funds as near 100% as possible, through daily and projected cash flow determinations. Cash management and investment transactions are the responsibility of the Treasurer. Investments are allowed in the following media: United States treasury bills, bonds, notes or any other obligations or securities issued by the United States treasury or any other obligation guaranteed as to principal and interest by the United States. Federal agency or United States government-sponsored enterprise obligations, participations or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government-sponsored enterprises. Local Agency Investment Fund (state pool) - Demand Deposits Certificates of Deposit (or Time Deposits), placed with commercial banks and/or savings banks. EXHIBIT A CITY OF DIAMOND BAR INVESTMENT POLICY - FY 2009-2010 PURPOSE This Statement is intended to provide guidelines for the prudent investment of the City's temporarily idle cash and to outline the policies for maximizing the efficiency of the City's cash management system. The ultimate goal is to enhance the economic status of the City while protecting its accumulated cash. It is the policy of the City Council to review, update and adopt the City's Investment Policy on an annual basis. INVESTMENT OBJECTIVE The investment of funds of the City of Diamond Bar is directed to the goals of safety, liquidity and yield. The authority governing investments for municipal governments is set forth in the Government Code, Sections 53601, et. seq. 1. Safety. Safety of principal is the foremost objective of the investment program. Investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk. The City will operate only in those investments that are considered very safe. A. Credit Risk is the risk of loss due to the failure of the security issuer or backer. Credit risk will be mitigated by: Limiting investments to the safest types of securities; Pre -qualifying the broker-dealers with which the City will do business. This will be done via a competitive bid and the response on a questionnaire (Appendix B) submitted by the prospective institution. In addition broker- dealers should be primary, registered investment securities dealers; Diversifying the investment portfolio in order that potential losses on individual securities do not exceed the income generated from the remainder of the portfolio. B. Interest Rate Risk is the risk that the market value of portfolio securities will fall due to a change in general interest rates. Interest rate risk will be mitigated by: Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to their maturation to meet specific operational needs; Operating funds will be invested primarily in shorter term securities. RESOLUTION NO: 2009- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, ADOPTING THE STATEMENT OF INVESTMENT WHEREAS, it is the City's policy to annually adopt the City investment policy, and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR HEREBY RESOLVES, that the attached Statement of Investment Policy (Exhibit A) be adopted as presented herein. PASSED, ADOPTED AND APPROVED THIS day of , 2009 Ron Everett, Mayor I, Tommye Cribbins, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at a meeting of the City Council of the City of Diamond Bar held on the day of , 2009, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ATTEST: Tommye Cribbins City Clerk of the City of Diamond Bar PREPARED BY: Linda G. Magnuson, Finance Director REVIEWED BY: 6". MP Finance irector Attachments: Resolution No: 2009 -XX Investment Policy w — Assistant City Manager CITY COUNCIL Agenda # 6.7 Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Mang TITLE: Review and approve Resolution IN: 2009 -XX which adopts the FY 2009- 2010 Investment Policy. RECOMMENDATION: Approve. FINANCIAL IMPACT: None DISCUSSION: Submitted for Council's review and approval is the FY 2009-2010 Investment Policy and its accompanying resolution. The proposed investment policy states the goals of the City's investment activities, the types of investments in which the City will invest funds and the monthly reporting requirements. The FY 2009-2010 Investment Policy is the same as the City's prior year's investment policy and was drafted in accordance with the Government Finance Officers Association (GFOA) investment policy outline and model. 'All investments allowed by the investment policy are authorized by Government Code Section 53601. The City, as part of its investment policy, requires all broker/dealers to complete a questionnaire and provide information on their portfolios and investment policies. It should be noted that the City continues to invest a large portion of its funds in the State Treasurer's Local Agency Investment Fund. The investment goals and practices of LAIF are in concurrence with the City's investment goals and objectives. Attached, as Appendix C, is a description of the LAIF program which is contained on the State Treasurer's website. The proposed investment policy has been reviewed and approved by the City's auditors. Appendix C- Continued Under Federal Law, the State of California cannot declare bankruptcy, thereby allowing the Government Code Section 16429.3 to stand. This Section states that "moneys placed with the Treasurer for deposit in the LAIF by cities, counties, special districts, nonprofit corporations, or qualified quasi -governmental agencies shall not be subject to either of the following: (a) transfer or loan pursuant to Sections 16310, 16312, or 16313, or (b) impoundment or seizure by any state official or state agency." During the 2002 legislative session, California Government Code Section 16429.4 was added to the LAI F's enabling legislation. The Section states that "right of a city, county, city and county, special district, nonprofit corporation, or qualified quasi -governmental agency to withdraw its deposited moneys from the LAIF, upon demand, may not be altered, impaired, or denied in any way, by any state official or state agency based upon the state's failure to adopt a State Budget by July 1 of each new fiscal year." The LAIF has grown from 293 participants and $468 million in 1977 to 2718 participants and $25.3 billion in 2009. State Treasurer's Office Local Agency Investment Fund P.O. Box 942809 Sacramento, CA 94209-0001 (916)653-3001 http://www/treasurer.ca.gove/pmia-laif Appendix C Local Agency Investment Fund Program Description The Local Agency Investment Fund (LAIF), is a voluntary program created by statute in 1977 as an investment alternative for California's local governments and special districts and it continues today under Treasurer Bill Lockyer's administration. The enabling legislation for the LAIF is Section 16429.1 et seq. of the California Government Code. This program offers local agencies the opportunity to participate in a major portfolio which invests hundreds of millions of dollars, using the investment expertise of the Treasurer's Office investment staff at no additional cost to the taxpayer. This in-house management team is comprised of civil servants who have each worked for the State Treasurer's Office for an average of 20 years. The LAIF is part of the Pooled Money Investment Account (PIMA). The PMIA began in 1955 and oversight is provided by the Pooled Money Investment Board (PM IB) and an in- house Investment Committee. The PMIB members are the State Treasurer, Director of Finance and State Controller. The Local Investment Advisory Board (LIAB) provides oversight for LAIF. The Board consists of five members as designated by statute. The Chairman is the State Treasurer or his designated representative. Two members qualified by training and experience in the field of investment or finance, and the State Treasurer appoints two members who are treasurers, finance or fiscal officers or business managers employed by any county, city or local district or municipal corporation of this state. The term of each appointment is two years or at the pleasure of the appointing authority. All securities are purchased under the authority of Government Code Section 16430 and 16480.4. The State Treasurer's Office takes delivery of all securities purchased on a delivery versus payment basis using a third party custodian. All investments are purchased at market and a market valuation is conducted monthly. Additionally, the PMIA has Policies, Goals, and Objectives for the portfolio to make certain that our goals of Safety, Liquidity and Yield are not jeopardized and that prudent management prevails. These policies are formulated by investment staff and reviewed by both the PMIB and the LIAB on an annual basis. The State Treasurer's Office is audited by the Bureau of State Audits on an annual basis and the resulting opinion is posted to the STO website following its publication. The Bureau of State Audits also has a continuing audit process throughout the year. All investments and LAIF claims are audited on a daily basis by the State Controller's Office as well as an in-house audit process involving three separate divisions. CITY OF DIAMOND BAR Broker/Dealer Questionnaire and Certification Name of Firm: Page Five ***CERTIFICATION*** I hereby certify that I have personally read the Statement of Investment Policy of the City of Diamond Bar, and have implemented reasonable procedures and a system of controls designed to preclude imprudent investment activities arising out of transactions conducted between our firm and the City of Diamond Bar. All sales personnel will be routinely informed of the City's investment objectives, horizons, outlooks, strategies and risk constraints whenever we are so advised by the City. We pledge to exercise due diligence in informing the City of Diamond Bar of all foreseeable risks associated with financial transactions conducted with our firm. Under penalties of perjury, the responses to this questionnaire are true and accurate to the best of my knowledge. Signed Title Countersignature* Title Date Date * Company president or person in charge of government securities operations. CITY OF DIAMOND BAR Broker/Dealer Questionnaire and Certification Name of Firm: Page Four 19. What portfolio information, if any, do you require from your clients? 20. What reports, transactions, confirmations and paper trail will the City receive? 21. Does your firm offer investment training to your clients? Yes No 22. Please enclose the following: Latest audited financial statements. Samples of reports, transactions, and confirmations the City will receive. Samples of research reports and/or publications that your fine regularly provides to clients. Complete schedule of fees and charges for various transactions. CITY OF DIAMOND BAR Broker/Dealer Questionnaire and Certification Name of Firm: Page Three 13. Has your local office ever subject to a regulatory or state/federal agency investigation for alleged improper, fraudulent, disreputable or unfair activities related to the sale of securities? Have any of your employees been so investigated? If so explain 14. Has a client ever claimed in writing that your firm was responsible for investment losses? If so, explain. 15. Explain your normal custody and delivery process. Who audits these fiduciary systems? Can you meet safekeeping requirements? 16. How many and what percentage of your transactions failed Last month? Last year? 17. Describe the capital line and trading limits of the office that would conduct business with the City of Diamond Bar. 18. Does your firm participate in the S.I.P.C. insurance program if not, explain. CITY OF DIAMOND BAR Broker/Dealer Questionnaire and Certification Name of Firm: Page Two 9. List the total volume of United States Government and Agency Securities for the last calendar year. Firm wide $ Your local office $, No. of Transactions No. of Transactions 10. Which instruments are offered regularly by your local office? _ Treasury Bills _ Treasury Notes/Bonds _ BA's (domestic) _ BA's (foreign) _ Commercial Paper _ Agencies (specify): CMO's _ Bank CD's S&LCD's _ Repos Reverse Repos Other (specify): 11. References -- Please identify your most directly comparable public sector clients in our geographical area. 12. Entity Contact Telephone ( ) Client Since Have any of your clients ever sustained a loss on from a misunderstanding or misrepresentation of instrument? If so, explain. a securities transaction arising the risk characteristics of the APPENDIX B CITY OF DIAMOND BAR BROKERIDEALER QUESTIONNAIRE AND CERTIFICATION 1. Name of Firm: 2. Address: 3. Telephone:( ) ( ) 4. Broker's Representative to the City (attach resume): Name: Title: Telephone:( ) 5. Manager/Partner-ln-Charge (attach resume) Name: Title: Telephone:( ) 6. List all personnel who will be trading with or quoting securities to City employees (attach resume) Name: Title: Telephone:( ) ( ) 7. Which of the above personnel have read the City's investment policy? 8. Is your firm a primary dealer in United States Government Securities? Yes No CITY COUNCIL Agenda # fx R a h c / R Meeting Date: June2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Ma TITLE: ADOPTION OF RESOLUTI NS PERTAINING TO GENERAL MUNICIPAL ELECTION TO BE HELD NOVEMBER 3, 2009. SUMMARY: Pursuant to the California Elections Code, the City Council must adopt resolutions calling and giving notice of the holding of an election and requesting the Board of Supervisors to consolidate the City's election with School Elections on November 3, 2009. By consolidating the City's election with the School Election, the Los Angeles County Registrar/Recorder's Office will handle all aspects of running the election, thereby relieving the City of having to obtain polling workers, mailing out sample ballots, absentee ballots as well as canvassing the election results. RECOMMENDATION: It is recommended that the City Council adopt the following Resolutions: 1. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, CALLING AND GIVING NOTICE OF THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2009, FOR THE ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES. 2. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF LOS ANGELES TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 3, 2009, WITH THE SCHOOL ELECTIONS TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE ELECTIONS CODE. 3. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2009. FINANCIAL SUMMARY: Staff has estimated that total costs for the election will be approximately $75,000 and this amount has been included in the Fiscal Year 2009-10 budget. DISCUSSION: With the adoption of these resolutions, the City Council will approve conducting an election in November 2009 for the selection of three (3) City Council members.' The City Council seats for the election are currently held by Council Member Wen Chang, Mayor Ron Everett and Councilmember Steve Tye. There are no term limits in Diamond Bar so all current Council members can run for re-election if they so desire. PREPARED BY: Tommye Cribbins, City Clerk Attachments: Reviewed by: David Doyle, As t. City Manager 1. RESOLUTION NO. 2009 -XX CALLING AND GIVING NOTICE OF THE HOLDING OF A GENERAL MUNICIPAL ELECTION; 2. RESOLUTION NO. 2009 -XX REQUESTING THE BOARD OF SUPERVISORS TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION WITH SCHOOL ELECTIONS; 3. RESOLUTION NO. 2009 -XX: ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2009. RESOLUTION NO. 2009 — A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, CALLING AND GIVING NOTICE FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2009, FOR THE ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES WHEREAS, under the provisions of the laws relating to general law cities in the State of California, a General Municipal Election shall be held on November 3, 2009, for the election of Municipal Officers. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS: SECTION 1. That pursuant to the requirements of the laws of the State of California relating to General Law Cities, there is called and ordered to be held in the City of Diamond Bar, California, on Tuesday, November 3, 2009, a General Municipal Election for the purpose of electing three (3) Members of the City Council for the full term of four years; SECTION 2. That the ballots to be used at the election shall be in form and content as required by law. SECTION 3. That the City Clerk is authorized, instructed and directed to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election. SECTION 4. That the polls for the election shall be opened at seven o'clock a.m. of the day of the election and shall remain open continuously from that time until eight o'clock p.m. of the same day when the polls shall be closed, except as provided in §14401 of the Elections Code of the State of California. SECTION 5. That in all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections. SECTION 6. That notice of the time and place of holding the election is given and the City Clerk is authorized, instructed and directed to give further or additional notice of the election, in time, form and manner as required by law. SECTION 7. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions. SECTION 8. The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill. PASSED, APPROVED AND ADOPTED on day of .12009. Ron Everett, Mayor I, TOMMYE A. CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at a regular meeting of the City Council of the City of Diamond Bar held on the day of June, 2009, by the following Roll Call Vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: Tommye A. Cribbins, City Clerk RESOLUTION NO. 2009- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF LOS ANGELES TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 3, 2009, WITH THE SCHOOL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE ELECTIONS CODE WHEREAS, the City Council of the City of Diamond Bar called a Municipal Election to be held on November 3, 2009, for the purpose of the election of three (3) Members of the City Council; and, WHEREAS, It is desirable that the General Municipal Election be consolidated with the School Election to be held on the same date and that within the City, the precincts, polling places and election officers of the three elections be the same, and that the County Election Department of the County of Los Angeles canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS: SECTION 1. That pursuant to the requirements of §10403 of the Elections Code, the Board of Supervisors of the County of Los Angeles is hereby requested to consent and agree to the consolidation of a General Municipal Election with the School Election on Tuesday, November 3, 2009, for the purpose of the election of three Members of the City Council. SECTION 2. That the County Election Department is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used. SECTION 3. That the Board of Supervisors is requested to issue instructions to the County Election Department to take any and all steps necessary for the holding of the consolidated election. SECTION 4. That the City of Diamond Bar recognizes that additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for any costs. SECTION 5. That the City Clerk is hereby directed to file a certified copy of this resolution with the Board of Supervisors and the County Election Department of the County of Los Angeles. SECTION 6. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions. PASSED, APPROVED AND ADOPTED on day of , 2009. Ron Everett, Mayor I, TOMMYE A. CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at a regular meeting of the City Council of the City of Diamond Bar held on the day of , 2009, by the following Roll Call Vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: Tommye Cribbins, City Clerk RESOLUTION NO. 2009- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2009 WHEREAS, §13307 of the Elections Code of the State of California provides that the governing body of any local agency adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of the candidates statement. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS: SECTION 1. General Provisions. That pursuant to §13307 of the Elections Code of the State of California, each candidate for elective office to be voted for at an Election to be held in the City of Diamond Bar on November 3, 2009 may prepare a candidate's statement on an appropriate form provided by the City Clerk. The statement may include the name, age and occupation of the candidate and a brief description of no more than 200 words of the candidate's education and qualifications expressed by the candidate himself or herself. The statement shall not include party affiliation of the candidate, nor membership or activity in partisan political organizations. The Statement shall be filed in typewritten form in the office of the City Clerk at the time the candidate's nomination papers are filed. The statement may be withdrawn, but not changed, during the period for filing nomination papers and until 5:30 p.m. of the next working day after the close of the nomination period. SECTION 2. Foreign Language Policy. A. Pursuant to the Federal Voting Rights Act, the City is required to translate candidates statements in to the following languages: Spanish and other translations as required by the Federal Voting Rights Act. B. Pursuant to Law, the candidate's statement must be translated and printed (in the voter's pamphlet) in any language at the candidates request. All translations shall be provided by court -certified translators provided by the County of Los Angeles. SECTION 3. Payment. A. The candidate shall not be required to pay for the cost of translating the candidates statement into any required foreign language as specified in A of Section 2 above pursuant to Federal and/or State Law. B. The Candidate shall be required to pay for the cost of printing the candidates statement in English and any translation and printing of foreign languages requested pursuant to B of Section 2 above in the main voter pamphlet. The City Clerk shall estimate the total cost of printing, handling, translating and mailing the candidate's statements filed pursuant to this section, including costs incurred as a result of complying with the Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance to the local agency his or her estimated pro rata share as a condition of having his or her statement included in the voter's pamphlet. In the event the estimated payment is required, the estimate is just an approximation of the actual cost that varies from one election to another election and may be significantly more or less than the estimate, depending on the actual number of candidates filing statements. Accordingly, the clerk is not bound by the estimate and may, on a pro rata basis, bill the candidate for additional actual expense or refund any excess paid depending on the final actual cost. In the event of underpayment, the clerk may require the candidate to pay the balance of the cost incurred. In the event of overpayment, the clerk shall prorate the excess amount among the candidates and refund the excess amount paid within 30 days of the election. SECTION 4. Additional Materials. No candidate will be permitted to include additional materials in the sample ballot package. SECTION 5. That the City Clerk shall allow bold type, underlining, capitalization, indentions, bullets and/or leading hyphens to the same extent and manner as allowed in previous Diamond Bar elections. The City Clerk shall comply with all recommendations and standards set forth by the California Secretary of State regarding occupational designations and other matters relating to elections. SECTION 6. That the City Clerk shall provide each candidate or the candidate's representative a copy of this Resolution at the time nominating petitions are issued. SECTION 7. That all previous resolutions establishing Council policy on payment for candidates' statements are repealed. SECTION 8. This resolution shall apply only to the election to be held on November 3, 2009, and shall then be repealed. SECTION 9. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions. PASSED, APPROVED AND ADOPTED on day of 2009. Ron Everett, Mayor I, TOMMYE A. CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at a regular meeting of the City Council of the City of Diamond Bar held on the day of , 2009, by the following Roll Call Vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: Tommye A. Cribbins, City Clerk CITY COUNCIL Agenda # 6. 9 (a) Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Ma4V TITLE: APPROVE DESIGN SERVIC S CONTRACT AMENDMENT WITH MORRIS-REPKE, INC. FOR THE RESIDENTIAL AREA 5 STREET MAINTENANCE PROJECT IN THE AMOUNT OF $9,001.73. RECOMMENDATION: Approve. FINANCIAL IMPACT: As part of the FY 2008-09 Capital Improvement Program, $230,412 of General Funds, $90,000 of Gas Tax and $579,588 of Prop 42 Congestion Relief Funds are budgeted for the Residential Area 5 Slurry Seal/Chip Seal Project for a total budget of $900,000. As shown in the table, to date $81,913.00 has been encumbered for design and construction administration services with a contingency amount of $8,200.00 from the Area 5 Budget. Additionally, printing and publications in the amount of $1,313 has been encumbered as well. There is $808,574.00 remaining in the current Area 5 CIP budget. The original design and construction administration contract for Norris-Repke was awarded in the amount of $81,913.00 for the Residential Area 5 and Arterial Zone 3 Project with a contingency amount of $8,200.00. Norris-Repke has requested an additional amount of $17,201.73 for additional design services requested by the City. Given that a contingency amount of $8,200 has already been authorized by Council, an additional amount of $9,001.73 is requested Residential Area 5 Street Maintenance Program FY 2008-2009 Budget Encumbrance Balance Residential Area 5 General Fund $230,412.00 $230,412.00 Gas Tax $90,000.00 $320,412.00 Prop 42 Congestion Relief Funds* *Original budget anticipated $579,588 in funding but actual funds are $521,500 $521,500.00 $841,912.00 Norris-Repke Design and Construction Administration $81,913.00 $759,999.00 Norris -Re ke Contingency $8,200.00 $751,799.00 Additional Design/Const. Admin Budget requested by Norris-Repke less the contingency Contract Amendment No. 4 $9,001.73 $742,797.27 Doug Martin Contracting Co., Inc. Contract $743,562.05 ($764.78) Doug Martin Contracting Co., Inc. Contingency 10% $74,500.00 ($75,264.78) Printing and Publications $1,313.00 ($76,577.78) Re -allocate Prop 1 B Funds from the Arterial Zone 3 Project $78,000.00 $1,422.22 BACKGROUND/DISCUSSION: On January 17, 2007, Council approved a three year design and construction administration contract with Norris-Repke for the Slurry Seal Citywide Program. The scope of services included preparation of plans, specifications and engineering estimates as well as all construction administration services. The existing contract exists in the amount of $81,913 with a contingency reserved in the amount of $8,200 for contract change orders. On January 15, 2009 Norris-Repke submitted a proposal for additional design services. These services include the design services for the roadways within the Gateway Corporate Center (Gateway Center Drive, Copley Drive, Bridgegate Drive and Valley Vista Drive) which were originally part of the Arterial Zone 3 Project. Since the American Recovery and Reinvestment Act (ARRA) funds granted to the City in the amount of $1.77 million are proposed for Zone 3, the Gateway Corporate Center roadways had to be included as part of the Residential Area 5 Project because they do not qualify for federal funds. To include these roadways, the specifications and bid estimates had to be revised for the Residential Area 5 Street Maintenance Project. The revised budget request includes: Additional Design Services $17,201.73 Less the existing contingency amount ($8,200.00) Total Contract Amendment $9,001.73 Plans and specifications have already gone out to bids and a proposed construction contract is being presented for Council's approval at the June 2, 2009 meeting. The construction schedule of this project is as follows: Award of Contract June 2, 2009 Start of Construction July 6, 2009 Completion of Construction September 4, 2009 PREPARED BY: DATE PREPARED: Kimberly Molina, Associate Engineer May 26, 2009 REVIEWED ff D id G. Liu, P.E. Director of Public Works ATTACHMENTS: Residential Slurry Seal Map Contract Amendment No. 4 for Norris-Repke APPENDIX C-1 AREA 5 - RESIDENTIAL SURFACE TREATMENT GUIDE ,tos n .14A .. r MMI?OS PI. 1 fry, ' • � . ci+r..., .a o� '"';' $ . ,.gip• .e,�:�M1'`6 ,.�: GXTFf•.aJe-■Ytiaflo J.•70C n: Ylff, ^'-� � , *SEE APPENDIX C-2 FOR INTERSECTION DETAIL CITY OF DIAMOND BAR AREA 5 - RESIDENTIAL STREET MAINTENANCE PROJECT FY 2008-2009 PROGRAM -� X00 K i f7M1Aam= W-rapllwpl- PYfOa Legend h Crack Seal + Slurry Seal Chip Seal + Slurry Seal N ® Rubberized Chip Seal NTS( Grind and Overlay AC Pavement NOTE: AREAS ARE APPROXIMATE, CONTRACTOR TO VERIFY IN FIELD *SEE APPENDIX C-2 FOR INTERSECTION DETAIL CITY OF DIAMOND BAR AREA 5 - RESIDENTIAL STREET MAINTENANCE PROJECT FY 2008-2009 PROGRAM -� X00 K i f7M1Aam= W-rapllwpl- PYfOa AMENDMENT NO. 4 TO THE CONSULTING SERVICES AGREEMENT This Amendment No. 4 is made and entered into this 2"d day of June 2009, between the CITY OF DIAMOND BAR, a Municipal Corporation (hereinafter referred to as "CITY") and NORRIS-REPKE (hereinafter referred to as "CONSULTANT"). A. RECITALS: (1) The CITY has heretofore entered into an Agreement, with CONSULTANT to provide Professional Consulting Services, which the Agreement was dated January 16, 2007. (ii.) The CONSULTANT submitted a proposal, a full, true and correct copy of which is attached hereto as Exhibit "A" to provide additional engineering services for the Residential Area 5 Street Maintenance Project, dated January 15, 2009 NOW, THEREFORE, it is agreed by and between CITY and CONSULTANT: Section 1: Section 1. A. Scope of Services of the Agreement is hereby amended to read as follows: "A. Scope of Services. The nature and scope of the specific services to be performed by Consultant are as described in Exhibit "A", dated January 15, 2009, for the engineering design services for the Residential Area 5 Roadway Maintenance Project." Section 2: Section 3 of the Agreement is hereby amended to read as follows: Compensation. "City agrees to compensate Consultant for each service which Consultant performs to the satisfaction of Agency in compliance with the schedule set forth in Exhibit "A". Payment will be made only after submission of proper invoices in the form specified by City. Section 3: Each party to this Amendment No. 4 acknowledges that no representation by any party which is not embodied herein nor any other agreement, statement, or promise not contained in this Amendment No. 4 shall be valid and binding. Any modification of this Amendment No. 4 shall be effective only if it is in writing signed by the parties. Total payment to Consultant pursuant to this Agreement shall not exceed Nine Thousand, One Dollar and Seventy -Three Cents ($9,001.73)." IN WITNESS WHEREOF, the parties hereto have executed this Amendment No. 4 as of the day and year first set forth above: APPROVED AS TO FORM: By: City Attorney ATTEST: CITY OF DIAMOND BAR Tommye A. Cribbins, City Clerk DATE: CONSULTANT: Kamran Saber, Principal Ron Everett, Mayor January 15, 2009 �r f t • .i, , i ':" _ Kimberly Molina, PE Project Manager Public Works Department City of Diamond Bar 21825 Copley Drive Diamond Bar, CA 91765 Subject: Additional Engineering Services for Area 5/Zone 3 Annual Street Maintenance Project Dear Ms. Molina: As we discussed and requested by the City, Norris-Repke will include street rehabilitation design for Path finder Road as well as street maintenance design for Copley Drive, Bridge Gate, and Valley Vista to our current contract for the subject project. The existing contract amount with the City for the Area 5/Zone 3 Project is $81,913. We would like to request an adjustment amount of $17,201.73 for additional engineering services to our current contract. This will bring the total amount to $99,114.73. Should you have any questions or need more information, please don't hesitate to contact me immediately. S' ce ly, Kamran Saber, PE Principal TEL: 714-973-2230 FAX: 714-973-2263 WWW: www.norrisrepke.corn 400 North Tustin Avenue, Suite 230, Santa Ana, CA 92705 IN WITNESS WHEREOF, the parties hereto have executed this Agreement with all the formalities required by law on the respective dates set forth opposite their signatures. State of California "CONTRACTOR'S" License No. 770131, C-12 Classification Doug Martin Contracting Company, Inc. 220 E. Foundation Avenue La abra, CA 90631 By: Date TITLE CITY OF DIAMOND BAR, CALIFORNIA By: Ron Everett, MAYOR Date ATTEST: By: TOMMYE A. CRIBBINS, CITY CLERK Date CONTRACTOR'S Business Phone 714-441-0513 L'mergency Phone at which CONTRACTOR can be reached at any time APPROVED AS TO FORM: CITY ATTORNEY Date b. The CONTRACTOR will promptly pay any judgment rendered against the CONTRACTOR or Indemnities covering such claims, damages, penalties, obligations and liabilities arising out of or in connection with such work, operations or activities of the CONTRACTOR hereunder, and the CONTRACTOR agrees to save and hold the Indemnitees harmless therefrom. C. In the event Indemnitees are made a party to any action or proceeding filed or prosecuted against the CONTRACTOR for damages or other claims arising out of or in connection with the work, operation or activities hereunder, the CONTRACTOR agrees to pay to Indemnitees and any all costs and expenses incurred by Indemnitees in such action or proceeding together with reasonable attorneys' fees. So much of the money due to the CONTRACTOR under and by virtue of the contract as shall be considered necessary by City may be retained by City until disposition has been made of such actions or claims for damages as aforesaid. This indemnity provision shall survive the termination of the Agreement and is in addition to any other rights or remedies which Indemnitees may have under the law. This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under this Agreement or any additional insured endorsements which may extend to Indemnitees. CONTRACTOR, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising our of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. 10. NON-DISCRIMINATION: Pursuant to Labor Code Section 1735, no discrimination shall be made in the employment of persons in the work contemplated by this Agreement because of the race, color or religion of such person. A violation of this section exposes the CONTRACTOR to the penalties provided for in Labor Code Section 1735. 11. CONTRACT PRICE AND PAYMENT: City shall pay to the CONTRACTOR for furnishing all material and doing the prescribed work the unit prices set forth in the Price Schedule in accordance with CONTRACTOR'S Proposal dated May 5, 2009. 12. TERMINATION: This agreement may be terminated by the City, without cause, upon the giving of a written "Notice of Termination" to CONTRACTOR at least thirty (30) days prior to the date of termination specified in the notice. In the event of such termination, CONTRACTOR shall only be paid for services rendered and expenses necessarily incurred prior to the effective date of termination. The CONTRACTOR is required to make contribution to funds established for the administrative of apprenticeship programs if he employs registered apprentices or journeymen in any apprenticeable trade on such contracts and if other CONTRACTOR'S on the public works site are making such contributions. The CONTRACTOR and subcontractor under him shall comply with the requirements of Sections 1777.5 and 1777.6 in the employment of apprentices. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex -officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices. 7. LEGAL HOURS OF WORK: Eight (8) hours of labor shall constitute a legal day's work for all workmen employed in the execution of this contract, and the CONTRACTOR and any sub -contractor under him shall comply with and be governed by the laws of the State of California having to do with working hours set forth in Division 2, Part 7, Chapter 1, Article 3 of the Labor Code of the State of California as amended. The CONTRACTOR shall forfeit, as a penalty to City, twenty-five dollars ($25.00) for each laborer, workman or mechanic employed in the execution of the contract, by him or any sub- CONTRACTOR under him, upon any of the work hereinbefore mentioned, for each calendar day during which the laborer, workman or mechanic is required or permitted to labor more than eight (8) hours in violation of the Labor Code. 8. TRAVEL AND SUBSISTENCE PAY: CONTRACTOR agrees to pay travel and subsistence pay to each workman needed to execute the work required by this contract as such travel and subsistence payments are defined in the applicable collective bargaining agreements filed in accordance with Labor Code Section 1773.8. 9. CONTRACTOR'S LIABILITY: The City of Diamond Bar and its officers, agents and employees ("Idemnitees") shall not be answerable or accountable in any manner for any loss or damage that may happen to the work or any part thereof, or for any of the materials or other things used or employed in performing the work; or for injury or damage to any person or persons, either workmen or employees of the CONTRACTOR, of his subcontractor's or the public, or for damage to adjoining or other property from any cause whatsoever arising out of or in connection with the performance of the work. The CONTRACTOR shall be responsible for any damage or injury to any person or property resulting from defects or obstructions or from any cause whatsoever. The CONTRACTOR will indemnify Indemnitees against and will hold and save Indemnitees harmless from any and all actions, claims, damages to persons or property, penalties, obligations or liabilities that may be asserted or claimed by any person, firm, entity, corporation, political subdivision, or other organization arising out of or in connection with the work, operation, or activities of the CONTRACTOR, his agents, employees, subcontractors or invitees provided for herein, whether or not there is concurrent passive or active negligence on the part of City. In connection therewith: a. The CONTRACTOR will defend any action or actions filed in connection with any such claims, damages, penalties, obligations or liabilities and will pay all costs and expenses, including attorneys' fees incurred in connection therewith. 4) Contain a clause substantially in the following words: "It is hereby understood and agreed that this policy may not be canceled nor the amount of the coverage thereof reduced until thirty (30) days after receipt by City of a written notice of such cancellation or reduction of coverage as evidenced by receipt of a registered letter." 5) Otherwise be in form satisfactory to the City. d. The policy of insurance provided for in subparagraph a. shall contain an endorsement which: 1) Waives all right of subrogation against all persons and entities specified in subparagraph 4.c.(2) hereof to be listed as additional insureds in the policy of insurance provided for in paragraph b. by reason of any claim arising out of or connected with the operations of CONTRACTOR or any subcontractor in performing the work provided for herein; 2) Provides it shall not be canceled or altered without thirty (30) days' written notice thereof given to City by registered mail. e. The CONTRACTOR shall, within ten (10) days from the date of the notice of award of the Contract, deliver to the City Manager or his designee the original policies of insurance required in paragraphs a. and b. hereof, or deliver to the City Manager or his designee a certificate of the insurance company, showing the issuance of such insurance, and the additional insured and other provisions required herein. 5. PREVAILING WAGE: Notice is hereby given that in accordance with the provisions of California Labor Code, Division 2, Part 7, Chapter 1, Articles 1 and 2, the CONTRACTOR is required to pay not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the public works is performed, and not less than the general prevailing rate of per diem wages for holiday and overtime work. In that regard, the Director of the Department of Industrial Relations of the State of California is required to and has determined such general prevailing rates of per diem wages. Copies of such prevailing rates of per diem wages are on file in the Office of the City Clerk of the City of Diamond Bar, 21825 Copley Drive, Diamond Bar, California, and are available to any interested party on request. City also shall cause a copy of such determinations to be posted at the job site. The CONTRACTOR shall forfeit, as penalty to City, not more than twenty-five dollars ($25.00) for each laborer, workman or mechanic employed for each calendar day or portion thereof, if such laborer, workman or mechanic is paid less than the general prevailing rate of wages hereinbefore stipulated for any work done under this Agreement, by him or by any subcontractor under him. 6. APPRENTICESHIP EMPLOYMENT: In accordance with the provisions of Section 1777.5 of the Labor Code, and in accordance with the regulations of the California Apprenticeship Council, properly indentured apprentices may be employed in the performance of the work. a. Workers' Compensation Insurance: Before beginning work, the CONTRACTOR shall furnish to the City a certificate of insurance as proof that he has taken out full workers' compensation insurance for all persons whom he may employ directly or through subcontractors in carrying out the work specified herein, in accordance with the laws of the State of California. Such insurance shall be maintained in full force and effect during the period covered by this contract. In accordance with the provisions of Section 3700 of the California Labor Code, every CONTRACTOR shall secure the payment of compensation to his employees. The CONTRACTOR, prior to commencing work, shall sign and file with the City a certification as follows: "I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of work of this contract." b. For all operations of the CONTRACTOR or any sub -contractor in performing the work provided for herein, insurance with the following minimum limits and coverage: 1) Public Liability - Bodily Injury (not auto) $500,000 each person; $1,000,000 each accident. 2) Public Liability - Property Damage (not auto) $250,000 each person; $500,000 aggregate. 3) CONTRACTOR'S Protective - Bodily Injury $500,000 each person; $1,000,000 each accident. 4) CONTRACTOR'S Protective - Property Damage $250,000 each accident; $500,000 aggregate. 5) Automobile - Bodily Injury $500,000 each person; $1,000,000 each accident. 6) Automobile - Property Damage $250,000 each accident. C. Each such policy of insurance provided for in paragraph b. shall: 1) Be issued by an insurance company approved in writing by City, which is admitted to do business in the State of California. 2) Name as additional insured the City of Diamond Bar, its officers, agents and employees, and any other parties specified in the bid documents to be so included; 3) Specify it acts as primary insurance and that no insurance held or owned by the designated additional insured shall be called upon to cover a loss under the policy; AGREEMENT The following agreement is made and entered into, in duplicate, as of the date executed by the Mayor and attested to by the City Clerk, by and between Doug Martin Contracting Company, Inc. hereinafter referred to as the "CONTRACTOR" and the City of Diamond Bar, California, hereinafter referred to as "CITY." WHEREAS, pursuant to Notice Inviting Sealed Bids, bids were received, publicly opened, and declared on the date specified in the notice; and WHEREAS, City did accept the bid of CONTRACTOR Doug Martin Contracting Company, Inc. and; WHEREAS, City has authorized the Mayor to execute a written contract with CONTRACTOR for furnishing labor, equipment and material for the Residential Area 5 Street Maintenance Project in the City of Diamond Bar. NOW, THEREFORE, in consideration of the mutual covenants herein contained, it is agreed: 1. GENERAL SCOPE OF WORK: CONTRACTOR shall furnish all necessary labor, tools, materials, appliances, and equipment for and do the work for the Residential Area 5 Street Maintenance Project in the City of Diamond Bar. The work to be performed in accordance with the plans and specifications, dated April 2009 (The Plans and Specifications) on file in the office of the City Clerk and in accordance with bid prices hereinafter mentioned and in accordance with the instructions of the City Engineer. 2. INCORPORATED DOCUMENTS TO BE CONSIDERED COMPLEMENTARY: The Plans and Specifications are incorporated herein by reference and made a part hereof with like force and effect as if set forth in full herein. The Plans and Specifications, CONTRACTOR'S Proposal dated May 5, 2009, together with this written agreement, shall constitute the contract between the parties. This contract is intended to require a complete and finished piece of work and anything necessary to complete the work properly and in accordance with the law and lawful governmental regulations shall be performed by the CONTRACTOR whether set out specifically in the contract or not. Should it be ascertained that any inconsistency exists between the aforesaid documents and this written agreement, the provisions of this written agreement shall control. TERMS OF CONTRACT The CONTRACTOR agrees to complete the work within Forty -Five (45) working days from the date of the notice to proceed. The CONTRACTOR agrees further to the assessment of liquidated damages in the amount of five hundred ($500.00) dollars for each calendar day the work remains incomplete beyond the expiration of the completion date. City may deduct the amount thereof from any monies due or that may become due the CONTRACTOR under this agreement. Progress payments made after the scheduled date of completion shall not constitute a waiver of liquidated damages. 4. INSURANCE: The CONTRACTOR shall not commence work under this contract until he has obtained all insurance required hereunder in a company or companies acceptable to City nor shall the CONTRACTOR allow any subcontractor to commence work on his subcontract until all insurance required of the subcontractor has been obtained. The CONTRACTOR shall take out and maintain at all times during the life of this contract the following policies of insurance: APPENDIX C-1 AREA 5 - RESIDENTIAL SURFACE TREATMENT GUIDE ��,yaeReAd F ♦ it 4 `61 vUE FL A N NTS ca•♦�L � � a . _ �d i ;,y� .• FV Cr olcp E�.�r4 �' U Fni lla,:rh ARMITOS PI.cl „v�:�. "•,ham • V:,r nl. z 9 e��+emuo=-woll,ermrcsnno�ec`•-� • ..-. *SEE APPENDIX C-2 FOR INTERSECTION DETAIL CITY OF DIAMOND BAR AREA 5 - RESIDENTIAL STREET MAINTENANCE PROJECT FY 2008-2009 PROGRAM X00 K TNN "W 978 -Un aTT1I iT,00 Legend Crack Seal +Slurry Seal ® Chip Seal + Slurry Seal ® Rubberized Chip Seal Grind and Overlay AC Pavement NOTE: CONTRACTOR AREAS ARE APPROXIMATE, TO VERIFY IN FIELD *SEE APPENDIX C-2 FOR INTERSECTION DETAIL CITY OF DIAMOND BAR AREA 5 - RESIDENTIAL STREET MAINTENANCE PROJECT FY 2008-2009 PROGRAM X00 K TNN "W 978 -Un aTT1I iT,00 thin layer of emulsion over the existing pavement but the aggregates are mixed with a rubberized binder prior to application over the emulsion. A slurry seal is applied over both types of aggregates creating a "cape seal". In addition to the residential roadways, portions of the selected collector roadways will receive a grind and overlay in addition to the slurry seal treatment to improve the conditions and extend the overall life of the pavement. The collector roadways that have been selected to be completed this fiscal year are Gateway Center Drive, Copley Drive, Bridgegate Drive and Valley Vista Drive. With the completion of the plans and specifications, the project was advertised for bids on April 27, 2009 with a bid opening of May 20, 2009. Six (6) bids were received and opened publicly by the City Clerk at 2:OOpm on May 20, 2009. The bids received were as follows: Company Bid Amount 1. Doug Martin Contracting Co. $743,562.05 2. Pavement Coatings $762,364.15 3. Roy Allan Slurry Seal $774,361.10 4. All American Asphalt $777,000.00 5. American Asphalt South, Inc. $780,702.35 6. Palp Inc. dba Excel Paving $799,808.00 Staff has verified the contractor state license and found it to be valid. References were checked for similar work completed and Doug Martin Contracting Company, Inc. has satisfactorily completed many slurry seal projects in other Los Angeles, Orange, and San Bernardino County Cities. The project schedule is tentatively set as follows: Award of Contract Start of Construction Completion of Construction PREPARED BY: Kimberly Molina, Associate Engineer REVIEWE David G. Liu, P.E. Director of Public Works June 2, 2009 July 6, 2009 September 4, 2009 DATE PREPARED: May 26, 2009 ATTACHMENTS: Exhibit A -Residential Area Map CONTRACTOR AGREEMENT In Residential Area 5 Street Maintenance Pro ram FY 2008-2009 Budget Encumbrance Balance Residential Area 5 General Fund $230,412.00 $230,412.00 Gas Tax $90,000.00 $320,412.00 Prop 42 Congestion Relief Funds* *Original budget anticipated $579,588 in funding but actual funds are $521,500 $521,500.00 $841,912.00 Norris-Repke Design and Construction Administration $81,913.00 $759,999.00 Norris-Repke Contingency $8,200.00 $751,799.00 Additional Design/Const. Admin Budget requested by Norris-Repke less the contingency Contract Amendment No. 4 $9,001.73 $742,797.27 Doug Martin Contracting Co., Inc. Contract $743,562.05 ($764.78) Doug Martin Contracting Co., Inc. Contingency 10% $74,500.00 ($75,264.78) Printing and Publications $1,313.00 $76,577.78 Re -allocate Prop 1 B Funds from the Arterial Zone 3 Project $78,000.00 $1,422.22 To fully construct the Residential Area 5 improvements at a cost of $743,562.05 with a ten percent (10%) contingency amount of $74,500.00, an allocation of $78,000 is requested. Note that Doug Martin Contracting Company, Inc.'s bid received was $133,437.95 lower than the Engineer's Estimate of $877,000. BACKGROUND/DISCUSSION: The Residential Area 5 Street Maintenance Project, with an approximate residential centerline mileage of 12 miles and 1.5 centerline miles of collector roadways, is the fifth year of the residential seven-year slurry seal program. A map of Area 5 is attached for your information. A few roadways within Residential Area 5 were identified to be in very poor pavement conditions. Due to these poor pavement conditions, a slurry seal will not be an effective pavement maintenance treatment. Therefore, in addition to the normal slurry seal treatment to the roadway, twenty-two (22) residential roadway segments have been selected to receive a traditional chip seal or modified binder seal coat (hot rubber chip seal) chip seal treatment which will extend the life of the roadway up to seven (7) years. Both the traditional chip seal treatment and the modified binder seal coat are considered much more cost effective than a grind and overlay treatment of failed roadways. Both have been proven to be successful road surfacing treatments throughout California. The chip seal consists of a thin layer of emulsion being placed over existing pavement and a layer of aggregate applied over the emulsion. The modified binder seal coat also applies a -3- Maintenance Program Project, a projected balance of $212,202.91 is anticipated in the Arterial Zone 3 CIP budget as shown in the table below. Arterial Zone 3 Street Maintenance Program FY 2008-2009 Budget Encumbrance Balance Original Arterial Zone 3 Project Traffic Improvement Fund $100,000.00 $100,000.00 Prop 1 B $650,000.00 $750,000.00 Norris-Repke Design Contract Amendment for ARRA Project Encumbrance which includes Zone 4 Design Amendment No. 3 $55,460.00 $694,540.00 Norris-Repke Amendment No. 3 Contingency $7,500.00 $687,040.00 ARRA Funds Anticipated for New Arterial Zone 3 & Zone 4 Project ARRA Project $1,770,000.00 $2,457,040.00 Engineer's Estimate for Construction of ARRA Project $1,867,158.00 $589,882.00 Engineer's Estimate for Construction Contingency 10% of contract $186,716.00 $403,166.00 Estimated Construction Administration Services Contract Amount (5.5% of estimated construction cost) $102,693.72 $300,472.28 Estimated Contingency for Construction Administration Services Contract 10% of contract $10,269.37 $290,202.91 Funds proposed to be re -allocated to Residential Area 5 Project $78,000.00 $212,202.91 The un -used Prop 1 B funds from the Arterial Zone 3 Project in the amount of $78,000.00 will be reallocated to the Residential Area 5 Project. -2- CITY COUNCIL Agenda # 6. 9 (b) Meeting Date. June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James D4 eIFITLE: REALLOCATE PROP 1B FUNDISN THE AMOUNT OF Stefano, City Man g 00 FROM THE ARTERIAL ZONE 3CAPITAL IMPROVEMENT PROGRAM• THE RESIDENTIAL AREA 5 CAPITAL IMPROVEMENTPROGRAM BUDGET FOR FISCAL YEAR 2008-2009; APPROVE PLANS AND • • AND AWARD THE CONSTRUCTION• -• OR THE RESIDENTIAL AREA 5 STREET MAINTENANCE PROJECT TO AUTHORIZEDOUG MARTIN CONTRACTING COMPANY, INC. IN THE AMOUNT OF $743,562.05; AND •NTINGENCY AMOUNT OF $74,500.00 FOR CONTRACT CHANGE ORDERS TO BE APPROVED BY THE CITY MANAGER, FOR A TOTAL•- • • $818,062.05. RECOMMENDATION: Reallocate, approve, and award. FISCAL IMPACT: As part of the FY 2008-09 Capital Improvement Program, $230,412 of General Funds, $90,000 of Gas Tax and $579,588 of Prop 42 Congestion Relief Funds were budgeted for the Residential Area 5 Slurry Seal/Chip Seal Project for a total budget of $900,000. Additionally, $650,000 of Prop 1 B funds and $100,000 of Traffic Improvement Funds were budgeted for the Arterial Zone 3 Slurry Seal/Chip Seal Project in this fiscal year's Capital Improvement Program. To date $81,913.00 has been encumbered for design and construction administration services with a contingency amount of $8,200.00 reserved from the Area 5 budget. Additionally, printing and publications in the amount of $1,313 has been encumbered as well. There is $808,574.00 remaining in the current Area 5 CIP budget. Due to economy of scale, it has been the practice for the past two years for the arterial and residential slurry seal projects to be advertised and awarded together as one construction project. However, this year the City will be granted with American Recovery and Reinvestment Act (ARRA) federal funds in the amount of $1.77 million. Upon learning of the anticipated ARRA funds coming to the City, Norris-Repke was awarded Contract Amendment No. 3 on March 17, 2009 to design Area 5 as a separate stand alone project and redesign the Arterial Zone 3 project to combine it with the 2009-2010 Arterial Zone 4 roadways. By utilizing the ARRA funds for the Arterial Zones 3 & 4 Preventative Road Maintenance Program Project, a projected balance of $212,202.91 is anticipated in the Arterial Zone 3 CIP budget as shown in the table below. Arterial Zone 3 Street Maintenance Program FY 2008-2009 Budget Encumbrance Balance Original Arterial Zone 3 Project Traffic Improvement Fund $100,000.00 $100,000.00 Prop 1B $650,000.00 $750,000.00 Norris-Repke Design Contract Amendment for ARRA Project Encumbrance which includes Zone 4 Design (Amendment No. 3) $55,460.00 $694,540.00 Norris-Repke Amendment No. 3 Contingency $7,500.00 $687,040.00_ ARRA Funds Anticipated for New Arterial Zone 3 & Zone 4 Project (ARRA Project) $1,770,000.00 $2,457,040.00_ Engineer's Estimate for Construction of ARRA Project $1,867,158.00 $589,882.00_ Engineers Estimate for Construction Contingency (10% of contract) $186,716.00 $403,166.00 Estimated Construction Administration Services Contract Amount (5.5% of estimated construction cost) $102,693.72 $300,472.28 Estimated Contingency for Construction Administration Services Contract (10% of contract) $10,269.37 $290,202.91 Funds proposed to be re -allocated to Residential Area 5 Project $78,000.00 $212,202.91 The un -used Prop I B funds from the Arterial Zone 3 Project in the amount of $78,000.00 will be reallocated to the Residential Area 5 Project. M Residential Area 5 Street Maintenance Program FY 2008-2009 Budget Encumbrance Balance Residential Area 5 General Fund $230,412.00 $230,412.00 Gas Tax $90,000.00 $320,412.00 Prop 42 Congestion Relief Funds* *Original budget anticipated $579,588 in funding but actual funds are $521,500 $521,500.00 $841,912.00 Norris-Repke Design and Construction Administration $759,999.00_ -$81,913.00 Norris-Repke Contingency $8,200.00 $751,799.00 Additional Design/Const. Admin Budget requested by Norris-Repke less the contingency (Contract Amendment No. 4) $9,001.73 $742,797.27_ Doug Martin Contracting Co., Inc. Contract $743,562.05 ($764.78) Doug Martin Contracting Co., Inc. Contingency (10%) $74,500.00 ($75,264.78) Printing and Publications $1,313.00 ($76,577.78) Re -allocate Prop 1 B Funds from the Arterial Zone 3 Project $78,000.00 $1,422.22 To fully construct the Residential Area 5 improvements at a cost of $743,562.05 with a ten percent (10%) contingency amount of $74,500.00, an allocation of $78,000 is requested. Note that Doug Martin Contracting Company, Inc.'s bid received was $133,437.95 lower than the Engineer's Estimate of $877,000. BACKGROUND/DISCUSSION: The Residential Area 5 Street Maintenance Project, with an approximate residential centerline mileage of 12 miles and 1.5 centerline miles of collector roadways, is the fifth year of the residential sbven-year slurry seal program. A map of Area 5 is attached for your information. A few roadways within Residential Area 5 were identified to be in very poor pavement conditions. Due to these poor pavement conditions, a slurry seal will not be an effective pavement maintenance treatment. Therefore, in addition to the normal slurry seal treatment to the roadway, twenty-two (22) residential roadway segments have been selected to receive a traditional chip seal or modified binder seal coat (hot rubber chip seal) chip seal treatment which will extend the life of the roadway up to seven (7) years. Both the traditional chip seal treatment and the modified binder seal coat are considered much more cost effective than a grind and overlay treatment of failed roadways. Both have been proven to be successful road surfacing treatments throughout California. The chip seal consists of a thin layer of emulsion being placed over existing pavement and a layer of aggregate applied over the emulsion. The modified binder seal coat also applies a -3- thin layer of emulsion over the existing pavement but the aggregates are mixed with a rubberized binder prior to application over the emulsion. A slurry seal is applied over both types of aggregates creating a "cape seal". In addition to the residential roadways, portions of the selected collector roadways will receive a grind and overlay in addition to the slurry seal treatment to improve the conditions and extend the overall life of the pavement. The collector roadways that have been selected to be completed this fiscal year are Gateway Center Drive, Copley Drive, Bridgegate Drive and Valley Vista Drive. With the completion of the plans and specifications, the project was advertised for bids on April 27, 2009 with a bid opening of May 20, 2009. Six (6) bids were received and opened publicly by the City Clerk at 2:00pm on May 20, 2009. The bids received were as follows: Company Bid Amount 1. Doug Martin Contracting Co. $743,562.05 2. Pavement Coatings $762,364.15 3. Roy Allan Slurry Seal $774,361.10 4. All American Asphalt $777,000.00 5. American Asphalt South, Inc. $780,702.35 6. Palp Inc. dba Excel Paving $799,808.00 Staff has verified the contractor state license and found it to be valid. References were checked for similar work completed and Doug Martin Contracting Company, Inc. has satisfactorily completed many slurry seal projects in other Los Angeles, Orange, and San Bernardino County Cities. The project schedule is tentatively set as follows: Award of Contract Start of Construction Completion of Construction PREPARED BY: Kimberly Molina, Associate Engineer R EIE ;VIEWE �A David G. Liu, P.E. Director of Public Works June 2, 2009 July 6, 2009 September 4, 2009 F -T May 26, 2009 ATTACHMENTS: Exhibit A -Residential Area Map CONTRACTOR AGREEMENT ma Flu* 1MIN-11PAVIA51 i7' .rq i'�; '3 Z .. ........ ro! -IT 7� jo, w ii�p" A VP 41: Legend Crack Seal + Slurry Seal Chip Seal + Slurry Seal N Rubberized Chip Seal N TS Grind and Overlay . AC Pavement NOTE: AREAS ARE APPROXIMATE, CONTRACTOR TO VERIFY IN FIELD *SEE APPENDIX C-2 FOR INTERSECTION DETAIL CITY OF DIAMOND BAR AREA 5 - RESIDENTIAL STREET MAINTENANCE PROJECT FY 2008-2009 PROGRAM 4bMwdow 4W K 71iss' Ar , Suft 00, ftrft Aa G& WM W (M Q'M-mo -Woro AGREEMENT The following agreement is made and entered into, in duplicate, as of the date executed by the Mayor and attested to by the City Clerk, by and between Doug Martin Contracting Company, Inc. hereinafter referred to as the "CONTRACTOR" and the City of Diamond Bar, California, hereinafter referred to as "CITY." WHEREAS, pursuant to Notice Inviting Sealed Bids, bids were received, publicly opened, and declared on the date specified in the notice; and WHEREAS, City did accept the bid of CONTRACTOR Doug Martin Contracting Company, Inc. and; WHEREAS, City has authorized the Mayor to execute a written contract with CONTRACTOR for furnishing labor, equipment and material for the Residential Area 5 Street Maintenance Proiect in the City of Diamond Bar. NOW, THEREFORE, in consideration of the mutual covenants herein contained, it is agreed: 1. GENERAL SCOPE OF WORK: CONTRACTOR shall furnish all necessary labor, tools, materials, appliances, and equipment for and do the work for the Residential Area 5 Street Maintenance Project in the City of Diamond Bar. The work to be performed in accordance with the plans and specifications, dated April 2009 (The Plans and Specifications) on file in the office of the City Clerk and in accordance with bid prices hereinafter mentioned and in accordance with the instructions of the City Engineer. 2. INCORPORATED DOCUMENTS TO BE CONSIDERED CUMPLEMENTARY: The Plans and Specifications are incorporated herein by reference and made a part hereof with like force and effect as if set forth in full herein. The Plans and Specifications, CONTRACTOR'S Proposal dated May 5, 2009, together with this written agreement, shall constitute the contract between the parties. This contract is intended to require a complete and finished piece of work and anything necessary to complete the work properly and in accordance with the law and lawful governmental regulations shall be performed by the CONTRACTOR whether set out specifically in the contract or not. Should it be ascertained that any inconsistency exists between the aforesaid documents and this written agreement, the provisions of this written agreement shall control. 3. TERMS OF CONTRACT The CONTRACTOR agrees to complete the work within Forty -Five (45) working days from the date of the notice to proceed. The CONTRACTOR agrees further to the assessment of liquidated damages in the amount of five hundred ($500.00) dollars for each calendar day the work remains incomplete beyond the expiration of the completion date. City may deduct the amount thereof from any monies due or that may become due the CONTRACTOR under this agreement. Progress payments made after the scheduled date of completion shall not constitute a waiver of liquidated damages. 4. INSURANCE: The CONTRACTOR shall not commence work under this contract until he has obtained all insurance required hereunder in a company or companies acceptable to City nor shall the CONTRACTOR allow any subcontractor to commence work on his subcontract until all insurance required of the subcontractor has been obtained. The CONTRACTOR shall take out and maintain at all times during the life of this contract the following policies of insurance: a. Workers' Compensation Insurance: Before beginning work, the CONTRACTOR shall furnish to the City a certificate of insurance as proof that he has taken out full workers' compensation insurance for all persons whom he may employ directly or through subcontractors in carrying out the work specified herein, in accordance with the laws of the State of California. Such insurance shall be maintained in full force and effect during the period covered by this contract. In accordance with the provisions of Section 3700 of the California Labor Code, every CONTRACTOR shall secure the payment of compensation to his employees. The CONTRACTOR, prior to commencing work, shall sign and file with the City a certification as follows: "I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of work of this contract." b. For all operations of the CONTRACTOR or any sub -contractor in performing the work provided for herein, insurance with the following minimum limits and coverage: 1) Public Liability - Bodily Injury (not auto) $500,000 each person; $1,000,000 each accident. 2) Public Liability - Property Damage (not auto) $250,000 each person; $500,000 aggregate. 3) CONTRACTOR'S Protective - Bodily Injury $500,000 each person; $1,000,000 each accident. 4) CONTRACTOR'S Protective - Property Damage $250,000 each accident; $500,000 aggregate. 5) Automobile - Bodily Injury $500,000 each person; $1,000,000 each accident. 6) Automobile - Property Damage $250,000 each accident. C. Each such policy of insurance provided for in paragraph b. shall: 1) Be issued by an insurance company approved in writing by City, which is admitted to do business in the State of California. 2) Name as additional insured the City of Diamond Bar, its officers, agents and employees, and any other parties specified in the bid documents to be so included; 3) Specify it acts as primary insurance and that no insurance held or owned by the designated additional insured shall be called upon to cover a loss under the policy; 4) Contain a clause substantially in the following words: "It is hereby understood and agreed that this policy may not be canceled nor the amount of the coverage thereof reduced until thirty (30) days after receipt by City of a written notice of such cancellation or reduction of coverage as evidenced by receipt of a registered letter." 5) Otherwise be in form satisfactory to the City. d. The policy of insurance provided for in subparagraph a. shall contain an endorsement which: 1) Waives all right of subrogation against all persons and entities specified in subparagraph 4.c.(2) hereof to be listed as additional insureds in the policy of insurance provided for in paragraph b. by reason of any claim arising out of or connected with the operations of CONTRACTOR or any subcontractor in performing the work provided for herein; 2) Provides it shall not be canceled or altered without thirty (30) days' written notice thereof given to City by registered mail. e. The CONTRACTOR shall, within ten (10) days from the date of the notice of award of the Contract, deliver to the City Manager or his designee the original policies of insurance required in paragraphs a. and b. hereof, or deliver to the City Manager or his designee a certificate of the insurance company, showing the issuance of such insurance, and the additional insured and other provisions required herein. 5. PREVAILING WAGE: Notice is hereby given that in accordance with the provisions of California Labor Code, Division 2, Part 7, Chapter 1, Articles 1 and 2, the CONTRACTOR is required to pay not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the public works is performed, and not less than the general prevailing rate of per diem wages for holiday and overtime work. In that regard, the Director of the Department of Industrial Relations of the State of California is required to and has determined such general prevailing rates of per diem wages. Copies of such prevailing rates of per diem wages are on file in the Office of the City Clerk of the City of Diamond Bar, 21825 Copley Drive, Diamond Bar, California, and are available to any interested party on request. City also shall cause a copy of such determinations to be posted at the job site. The CONTRACTOR shall forfeit, as penalty to City, not more than twenty-five dollars ($25.00) for each laborer, workman or mechanic employed for each calendar day or portion thereof, if such laborer, workman or mechanic is paid less than the general prevailing rate of wages hereinbefore stipulated for any work done under this Agreement, by him or by any subcontractor under him. 6. APPRENTICESHIP EMPLOYMENT: In accordance with the provisions of Section 1777.5 of the Labor Code, and in accordance with the regulations of the California Apprenticeship Council, properly indentured apprentices may be employed in the performance of the work. The CONTRACTOR is required to make contribution to funds established for the administrative of apprenticeship programs if he employs registered apprentices or journeymen in any apprenticeable trade on such contracts and if other CONTRACTOR'S on the public works site are making such contributions. The CONTRACTOR and subcontractor under him shall comply with the requirements of Sections 1777.5 and 1777.6 in the employment of apprentices. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex -officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices. 7. LEGAL HOURS OF WORK: Eight (8) hours of labor shall constitute a legal day's work for all workmen employed in the execution of this contract, and the CONTRACTOR and any sub -contractor under him.shall comply with and be governed by the laws of the State of California having to do with working hours set forth in Division 2, Part 7, Chapter 1, Article 3 of the Labor Code of the State of California as amended. The CONTRACTOR shall forfeit, as a penalty to City, twenty-five dollars ($25.00) for each laborer, workman or mechanic employed in the execution of the contract, by him or any sub- CONTRACTOR under him, upon any of the work hereinbefore mentioned, for each calendar day during which the laborer, workman or mechanic is required or permitted to labor more than eight (8) hours in violation of the Labor Code. 8. TRAVEL AND SUBSISTENCE PAY: CONTRACTOR agrees to pay travel and subsistence pay to each worlanan needed to execute the work required by this contract as such travel and subsistence payments are defined in the applicable collective bargaining agreements filed in accordance with Labor Code Section 1773.8. 9. CONTRACTOR'S LIABILITY: The City of Diamond Bar and its officers, agents and employees ("Idemnitees") shall not be answerable or accountable in any manner for any loss or damage that may happen to the work or any part thereof, or for any of the materials or other things used or employed in performing the work; or for injury or damage to any person or persons, either workmen or employees of the CONTRACTOR, of his subcontractor's or the public, or for damage to adjoining or other property from any cause whatsoever arising out of or in connection with the performance of the work. The CONTRACTOR shall be responsible for any damage or injury to any person or property resulting from defects or obstructions or from any cause whatsoever. The CONTRACTOR will indemnify Indemnitees against and will hold and save Indemnitees harmless from any and all actions, claims, damages to persons or property, penalties, obligations or liabilities that may be asserted or claimed by any person, firm, entity, corporation, political subdivision, or other organization arising out of or in connection with the work, operation, or activities of the CONTRACTOR, his agents, employees, subcontractors or invitees provided for herein, whether or not there is concurrent passive or active negligence on the part of City. In connection therewith: a. The CONTRACTOR will defend any action or actions filed in connection with any such claims, damages, penalties, obligations or liabilities and will pay all costs and expenses, including attorneys' fees incurred in connection therewith. b. The CONTRACTOR will promptly pay any judgment rendered against the CONTRACTOR or Indemnities covering such claims, damages, penalties, obligations and liabilities arising out of or in connection with such work, operations or activities of the CONTRACTOR hereunder, and the CONTRACTOR agrees to save and hold the Indemnitees harmless therefrom. C. In the event Indemnitees are made a party to any action or proceeding filed or prosecuted against the CONTRACTOR for damages or other claims arising out of or in connection with the work, operation or activities hereunder, the CONTRACTOR agrees to pay to Indemnitees and any all costs and expenses incurred by Indemnitees in such action or proceeding together with reasonable attorneys' fees. So much of the money due to the CONTRACTOR under and by virtue of the contract as shall be considered necessary by City may be retained by City until disposition has been made of such actions or claims for damages as aforesaid. This indemnity provision shall survive the termination of the Agreement and is in addition to any other rights or remedies which Indemnitees may have under the law. This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under this Agreement or any additional insured endorsements which may extend to Indemnitees. CONTRACTOR, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising our of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. 10. NON-DISCRIMINATION: Pursuant to Labor Code Section 1735, no discrimination shall be made in the employment of persons in the work contemplated by this Agreement because of the race, color or religion of such person. A violation of this section exposes the CONTRACTOR to the penalties provided for in Labor Code Section 1735. 11. CONTRACT PRICE AND PAYMENT: City shall pay to the CONTRACTOR for furnishing all material and doing the prescribed work the unit prices set forth in the Price Schedule in accordance with CONTRACTOR'S Proposal dated May 5, 2009. 12. TERMINATION: This agreement may be terminated by the City, without cause, upon the giving of a written "Notice of Termination" to CONTRACTOR at least thirty (30) days prior to the date of termination specified in the notice. In the event of such termination, CONTRACTOR shall only be paid for services rendered and expenses necessarily incurred prior to the effective date of termination. IN WITNESS WHEREOF, the parties hereto have executed this Agreement with all the formalities required by law on the respective dates set forth opposite their signatures. State of California "CONTRACTOR'S" License No. 770131, C-12 Classification By: Date TITLE By: Ron Everett, MAYOR Date ATTEST: •I • 101 VA W-AWIN 614 U313 10 Kwo I Date CONTRACTOR'S Business Phone 714-441-0513 Emergency Phone at which CONTRACTOR can be reached at any time CITY ATTORNEY Date CITY COUNCIL Agenda # 6 . g (c) Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Man TITLE: REALLOCATE PROP 1B FUNDS IN THE AMOUNT OF $95,000 FROM THE ARTERIAL ZONE 3 CAPITAL IMPROVEMENT PROGRAM BUDGET TO THE LYCOMING STREET REHABILITATION CAPITAL IMPROVEMENT PROGRAM BUDGET FOR FISCAL YEAR 2008-2009; APPROVE PLANS AND SPECIFICATIONS; AND AWARD THE CONSTRUCTION CONTRACT FOR THE LYCOMING STREET REHABILITATION PROJECT IN THE AMOUNT OF $554,660.05 TO RJ NOBLE COMPANY AND AUTHORIZE A CONTINGENCY AMOUNT OF $55,500 FOR CONTRACT CHANGE ORDERS TO BE APPROVED BY THE CITY MANAGER, FOR A TOTAL AUTHORIZATION AMOUNT OF $610,160.05 RECOMMENDATION: Reallocate, approve, and award. FINANCIAL IMPACT: As part of the FY 2008-09 Capital Improvement Program, $278,324 of General Funds and $321,676 of Prop 1 B funds were budgeted for the Lycoming Street Rehabilitation Project for a total budget of $600,000. During the design phase of the project it was determined that the rehabilitation of the street would require more intensive restoration efforts than originally planned. As shown in the table, the total budget amount needed to complete the project, including design, construction and construction administration services is $693,720.05. Note that RJ Noble Company's bid was $265,427.95 lower than the Engineer's Estimate of $820,088.00. Thus, to fully re -construct Lycoming Street an allocation of $95,000.00 from the Arterial Zone 3 Slurry Seal CIP Project is needed. Subsequent to the approval of Item 6.10(b), Award of the Area 5 Street Maintenance Project to Doug Martin and Contracting Company, Inc., the available balance of funds in the Arterial Zone 3 CIP budget will be $212,202.91. L coming Street Rehabilitation Project Budget Encumbrance Balance Funding Source General Fund $321,676.00 $321,676.00 Prop 1B Fund $278,324.00 $600,000.00 Encumbrances Norris-Repke Design Contract $40,020.00 $559,980.00 Norris-Repke Design Contract Contingency $4,000.00 $555,980.00 Norris-Repke Construction Administration Contract $35,940.00 $520,040.00 Norris-Repke Construction Administration Contract Contingency $3,600.00 $516,440.00 The RJ Noble Company Contract $554,660.05 ($38,220.05) The RJ Noble Company Contract Contingency $55,500.00 $93,720.05 Additional Funding Source Reallocate Prop 1 B Funds from the Arterial Zone 3 Project $95,000.00 $1,279.95 The allocation of $95,000.00 from the unused Prop 1B funds from the Arterial Zone 3 Project will cover the deficit in the Lycoming Street Rehabilitation Project budget. BACKGROUND/DISCUSSION: Lycoming Street is a two-lane collector road that extends from Lemon Avenue to the east city limits (approximately 4,600 feet). Based on the city's Pavement Management System (PMS), Lycoming Street has been recommended for rehabilitation. The proposed rehabilitation includes a combination of full -depth reconstruction, asphalt cold milling and overlay, crack seal, chip seal, and slurry seal of the roadway. The project will include the replacement of curb, gutter, sidewalk, speed cushions, traffic loops, texas dots, traffic striping and markings. In addition, the project will include the installation of ADA compliant curb ramps and a parkway drain. The project was advertised for bids on April 14, 2009 with a bid opening on May 7, 2009. One addendum was issued for the project to give additional information on existing conditions and depths of the AC and sub -base along Lycoming Street. A total of ten (10) bids were received and publicly opened on May 7, 2009. The engineer's estimate was $820,088.00. The results of the bids are as follows: Company Bid Amount 1. RJ Noble Company $ 554,660.05 2. Hardy and Harper, Inc. $ 567,000.00 3. All American Asphalt $ 568,000.00 4. Excel Paving Company $ 568,521.40 5. Sequel Contractors, Inc. $ 589,569.80 6. EBS, Inc. $ 590,413.00 7. Sully -Miller Contracting Co. $ 592,517.50 8. Pena Grading $ 593,710.00 9. Silvia Construction, Inc. $ 596,531.10 10. Gentry Brothers, Inc. $ 651,902.00 Key aspects of requirements placed upon the contractor include: • Completion of all work within thirty (30) working days • Liquidated damages of $500.00 per calendar day for failure to complete the project within the time specified • Labor compliance with the Prevailing Wage Rate by the California Labor Code *Prepare a traffic control plan required for the safe passage of public traffic through or around the work. *Conform to the requirements of the National Pollutant Discharge Elimination System (NPDES) Permit for Construction Activities for Storm Water pollution and prevention • Produce and furnish signage to notify the public at large and "Public Notices" to notify local residents of impending road work which may result in road closures and/or detours. Staff has verified the contractor state license and found it to be valid. References were checked for similar work completed and RJ Noble Company has satisfactory completed many street improvement projects in the City of Huntington Beach, Santa Ana, and Anaheim. The project schedule is tentatively set as follows: Award of Contract Start of Construction Completion of Construction PREPARED BY: Erwin Ching, Assistant Engineer REVIEW BY: David G. liu, Director of Public Works June 2, 2009 June 22, 2009 July 31, 2009 DATE PREPARED: May 27, 2009 Attachments: CONTRACTOR AGREEMENT AGREEMENT The following agreement is made and entered into, in duplicate, as of the date executed by the Mayor and attested to by the City Clerk, by and between The RJ Noble Company hereinafter referred to as the "CONTRACTOR" and the City of Diamond Bar, California, hereinafter referred to as "CITY." WHEREAS, pursuant to Notice Inviting Sealed Bids, bids were received, publicly opened, and declared on the date specified in the notice; and WHEREAS, City did accept the bid of CONTRACTOR The RJ Noble Company and; WHEREAS, City has authorized the Mayor to execute a written contract with CONTRACTOR for furnishing labor, equipment and material for the Lycoming Street Rehabilitation Proiect in the City of Diamond Bar. NOW, THEREFORE, in consideration of the mutual covenants herein contained, it is agreed: 1. GENERAL SCOPE OF WORK: CONTRACTOR shall furnish all necessary labor, tools, materials, appliances, and equipment for and do the work for the Lycoming Street Rehabilitation Proiect Proiect No. 24108 in the City of Diamond Bar. The work to be performed in accordance with the plans and specifications, dated April 2009 (The Plans and Specifications) on file in the office of the City Clerk and in accordance with bid prices hereinafter mentioned and in accordance with the instructions of the City Engineer. 2. INCORPORATED DOCUMENTS TO BE CONSIDERED COMPLEMENTARY: The Plans and Specifications are incorporated herein by reference and made a part hereof with like force and effect as if set forth in full herein. The Plans and Specifications, CONTRACTOR'S Bid dated May 7, 2009, together with this written agreement, shall constitute the contract between the parties. This contract is intended to require a complete and finished piece of work and anything necessary to complete the work properly and in accordance with the law and lawful governmental regulations shall be performed by the CONTRACTOR whether set out specifically in the contract or not. Should it be ascertained that any inconsistency exists between the aforesaid documents and this written agreement, the provisions of this written agreement shall control. 3. TERMS OF CONTRACT: The CONTRACTOR agrees to complete the work within thirty 30 working days from the date of the notice to proceed. The CONTRACTOR agrees further to the assessment of liquidated damages in the amount of five hundred ($500.00) dollars for each calendar day the work remains incomplete beyond the expiration of the completion date. City may deduct the amount thereof from any monies due or that may become due the CONTRACTOR under this agreement. Progress payments made after the scheduled date of completion shalt not constitute a waiver of liquidated damages. 4. INSURANCE: The CONTRACTOR shall not commence work under this contract until he has obtained all insurance required hereunder in a company or companies acceptable to City nor shall the CONTRACTOR allow any subcontractor to commence work on his subcontract until all insurance required of the subcontractor has been obtained. The CONTRACTOR shall take out and maintain at all times during the life of this contract the following policies of insurance: a. Workers' Compensation Insurance: Before beginning work, the CONTRACTOR shall furnish to the City a certificate of insurance as proof that he has taken out full workers' compensation insurance for all persons whom he may employ directly or through subcontractors in carrying out the work specified herein, in accordance with the laws of the State of California. Such insurance shall be maintained in full force and effect during the period covered by this contract. In accordance with the provisions of Section 3700 of the California Labor Code, every CONTRACTOR shall secure the payment of compensation to his employees. The CONTRACTOR, prior to commencing work, shall sign and file with the City a certification as follows: "I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of work of this contract." b. For all operations of the CONTRACTOR or any sub -contractor in performing the work provided for herein, insurance with the following minimum limits and coverage: 1) Public Liability - Bodily Injury (not auto) $500,000 each person; $1,000,000 each accident. 2) Public Liability - Property Damage (not auto) $250,000 each person; $500,000 aggregate. 3) CONTRACTOR'S Protective - Bodily Injury $500,000 each person; $1,000,000 each accident. 4) CONTRACTOR'S Protective - Property Damage $250,000 each accident; $500,000 aggregate. 5) Automobile - Bodily Injury $500,000 each person; $1,000,000 each accident. 6) Automobile - Property Damage $250,000 each accident. C. Each such policy of insurance provided for in paragraph b. shall: 1) Be issued by an insurance company approved in writing by City, which is admitted to do business in the State of California. 2) Name as additional insured the City of Diamond Bar, its officers, agents and employees, and any other parties specified in the bid documents to be so included; 3) Specify it acts as primary insurance and that no insurance held or owned by the designated additional insured shall be called upon to cover a loss under the policy; 4) Contain a clause substantially in the following words: "It is hereby understood and agreed that this policy may not be canceled nor the amount of the coverage thereof reduced until thirty (30) working days after receipt by City of a written notice of such cancellation or reduction of coverage as evidenced by receipt of a registered letter." 5) Otherwise be in form satisfactory to the City. d. The policy of insurance provided for in subparagraph a. shall contain an endorsement which: 1) Waives all right of subrogation against all persons and entities specified in subparagraph 4.c.(2) hereof to be listed as additional insured in the policy of insurance provided for in paragraph b. by reason of any claim arising out of or connected with the operations of CONTRACTOR or any subcontractor in performing the work provided for herein; 2) Provides it shall not be canceled or altered without thirty (30) days' written notice thereof given to City by registered mail. e. The CONTRACTOR shall, within ten (10) days from the date of the notice of award of the Contract, deliver to the City Manager or his designee the original policies of insurance required in paragraphs a. and b. hereof, or deliver to the City Manager or his designee a certificate of the insurance company, showing the issuance of such insurance, and the additional insured and other provisions required herein. 5. PREVAILING WAGE: Notice is hereby given that in accordance with the provisions of California Labor Code, Division 2, Part 7, Chapter 1, Articles 1 and 2, the CONTRACTOR is required to pay not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the public works is performed, and not less than the general prevailing rate of per diem wages for holiday and overtime work. In that regard, the Director of the Department of Industrial Relations of the State of California is required to and has determined such general prevailing rates of per diem wages. Copies of such prevailing rates of per diem wages are on file in the Office of the City Clerk of the City of Diamond Bar, 21825 Copley Drive, Diamond Bar, California, and are available to any interested party on request. City also shall cause a copy of such determinations to be posted at the job site. The CONTRACTOR shall forfeit, as penalty to City, not more than twenty-five dollars ($25.00) for each laborer, workman or mechanic employed for each calendar day or portion thereof, if such laborer, workman or mechanic is paid less than the general prevailing rate of wages hereinbefore stipulated for any work done under this Agreement, by him or by any subcontractor under him. 6. APPRENTICESHIP EMPLOYMENT: In accordance with the provisions of Section 1777.5 of the Labor Code, and in accordance with the regulations of the California Apprenticeship Council, properly indentured apprentices may be employed in the performance of the work. The CONTRACTOR is required to make contribution to funds established for the administrative of apprenticeship programs if he employs registered apprentices or journeymen in any apprenticeship trade on such contracts and if other CONTRACTOR'S on the public works site are making such contributions. The CONTRACTOR and subcontractor under him shall comply with the requirements of Sections 1777.5 and 1777.6 in the employment of apprentices. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex -officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices. 7. LEGAL HOURS OF WORK: Eight (8) hours of labor shall constitute a legal day's work for all workmen employed in the execution of this contract, and the CONTRACTOR and any sub -contractor under him shall comply with and be governed by the laws of the State of California having to do with working hours set forth in Division 2, Part 7, Chapter 1, Article 3 of the Labor Code of the State of California as amended. The CONTRACTOR shall forfeit, as a penalty to City, twenty-five dollars ($25.00) for each laborer, workman or mechanic employed in the execution of the contract, by him or any sub- CONTRACTOR under him, upon any of the work hereinbefore mentioned, for each calendar day during which the laborer, workman or mechanic is required or permitted to labor more than eight (8) hours in violation of the Labor Code. 8. TRAVEL AND SUBSISTENCE PAY: CONTRACTOR agrees to pay travel and subsistence pay to each workman needed to execute the work required by this contract as such travel and subsistence payments are defined in the applicable collective bargaining agreements filed in accordance with Labor Code Section 1773.8. 9. CONTRACTOR'S LIABILITY: The City of Diamond Bar and its officers, agents and employees ("Idemnitees") shall not be answerable or accountable in any manner for any loss or damage that may happen to the work or any part thereof, or for any of the materials or other things used or employed in performing the work; or for injury or damage to any person or persons, either workmen or employees of the CONTRACTOR, of his subcontractor's or the public, or for damage to adjoining or other property from any cause whatsoever arising out of or in connection with the performance of the work. The CONTRACTOR shall be responsible for any damage or injury to any person or property resulting from defects or obstructions or from any cause whatsoever. The CONTRACTOR will indemnify Indemnitees against and will hold and save Indemnitees harmless from any and all actions, claims, damages to persons or property, penalties, obligations or liabilities that may be asserted or claimed by any person, firm, entity, corporation, political subdivision, or other organization arising out of or in connection with the work, operation, or activities of the CONTRACTOR, his agents, employees, subcontractors or invitees provided for herein, whether or not there is concurrent passive or active negligence on the part of City. In connection therewith: a. The CONTRACTOR will defend any action or actions filed in connection with any such claims, damages, penalties, obligations or liabilities and will pay all costs and expenses, including attorneys' fees incurred in connection therewith. b. The CONTRACTOR will promptly pay any judgment rendered against the CONTRACTOR or Indemnitees covering such claims, damages, penalties, obligations and liabilities arising out of or in connection with such work, operations or activities of the CONTRACTOR hereunder, and the CONTRACTOR agrees to save and hold the Indemnitees harmless there from. C. In the event Indemnitees are made a party to any action or proceeding filed or prosecuted against the CONTRACTOR for damages or other claims arising out of or in connection with the work, operation or activities hereunder, the CONTRACTOR agrees to pay to Indemnitees and any all costs and expenses incurred by Indemnitees in such action or proceeding together with reasonable attorneys' fees. So much of the money due to the CONTRACTOR under and by virtue of the contract as shall be considered necessary by City may be retained by City until disposition has been made of such actions or claims for damages as aforesaid. , This indemnity provision shall survive the termination of the Agreement and is in addition to any other rights or remedies which Indemnitees may have under the law. This indemnity is effective without reference to the existence or applicability of any insurance coverage which may have been required under this Agreement or any additional insured endorsements which may extend to Indemnitees. CONTRACTOR, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising our of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. 10. NON-DISCRIMINATION: Pursuant to Labor Code Section 1735, no discrimination shall be made in the employment of persons in the work contemplated by this Agreement because of the race, color or religion of such person. A violation of this section exposes the CONTRACTOR to the penalties provided for in Labor Code Section 1735. It. CONTRACT PRICE AND PAYMENT: City shall pay to the CONTRACTOR for furnishing all material and doing the prescribed work the unit prices set forth in the Price Schedule in accordance with CONTRACTOR'S Proposal dated May 7, 2009. 12. TERMINATION: This agreement may be terminated by the City, without cause, upon the giving of a written "Notice of Termination" to CONTRACTOR at least thirty (30) days prior to the date of termination specified in the notice. In the event of such termination, CONTRACTOR shall only be paid for services rendered and expenses necessarily incurred prior to the effective date of termination. IN WITNESS WHEREOF, the parties hereto have executed this Agreement with all the formalities required by law on the respective dates set forth opposite their signatures. State of California "CONTRACTOR'S" License No. 782908, A Classification The RJ Noble Company 15505 E. Lincoln Avenue Orange, CA 92856 Date TITLE CITY OF DIAMOND BAR, CALIFORNIA By: RON EVERETT, MAYOR Date ATTEST: By: CITY CLERK Date CONTRACTOR'S Business Phone (714)637-1550 Emergency Phone at which CONTRACTOR can be reached at any time (800) 339-0362 APPROVED AS TO FORM: CITY ATTORNEY Date CITY COUNCIL Agenda # 6.9 (d) Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Maa TITLE: APPROVE CONSTRUCTION ADMINISTRATION SERVICES CONTRACT WITH NORRIS-REPKE IN THE AMOUNT OF $35,940.00 FOR THE LYCOMING STREET REHABILITATION PROJECT AND AUTHORIZE A CONTINGENCY AMOUNT OF $3,600.00 FOR CONTRACT CHANGE ORDERS TO BE APPROVED BY THE CITY MANAGER, FOR A TOTAL AUTHORIZATION AMOUNT OF $39,540.00 RECOMMENDATION: Approve. FINANCIAL IMPACT: The 2008-2009 Fiscal Year Capital Improvement Program Budget includes $278,324 of Prop 1 B funds and $321,676 of General Funds for a total budget of $600,000 for the Lycoming Street Rehabilitation Project. Approval of Item 6.9(c), Award of the Lycoming Street Rehabilitation Project to RJ Noble Company, will result in the encumbrance of $610,160.05 for construction and provide for a resulting project budget of $695,000. Therefore the balance of funds in the amount of $84,839.95 ($695,000.00 - $610,160.05) is sufficient to cover the cost of construction administration services in the amount of $35,940 and the previously encumbered amount of $44,020 for engineering design services. BACKGROUND: Lycoming Street is a two-lane collector road that extends from Lemon Avenue to the east city limits (approximately 4,600 feet). Based on the City's Pavement Management System (PMS), Lycoming Street has been recommended for rehabilitation. The proposed rehabilitation includes a combination of full -depth reconstruction, asphalt cold milling and overlay, crack seal, chip seal, and slurry seal of the roadway. The project will include the replacement of curb, gutter, sidewalk, speed cushions, traffic loops, texas dots, traffic striping and markings. In addition, the project will include the installation of ADA compliant curb ramps and a parkway drain. The scope of engineering services for this project includes construction administration/inspection, construction survey, staking, and material testing. DISCUSSION: On April 16, 2009, the Public Works Department requested three engineering consulting firms to submit proposals for the construction administration contract for the Lycoming Street Rehabilitation Project. The request included the construction administration/inspection and construction survey and staking services. A total of three (3) proposals were received on May 4, 2009. The table below shows the proposed fees of each consulting firm. Consultant Total Norris-Repke $35,940.00 DMS Consultants,lnc $46,148.00 Onward Engineering $55,000.00 The three proposals were reviewed and evaluated by the selection committee. Staff unanimously concluded that Norris-Repke best understood the City's needs and was the most qualified consultant because of their project understanding and approach, public relations views, and knowledge of local conditions. Norris-Repke's scope of work includes: • Provide all inspection services, construction progress and daily reports • Survey and Construction Staking • Serve as general liaison and coordinator among Contractor, Subcontractors, Utility Companies and City Staff • Provide materials and compaction testing related to street and concrete works • Review all contractor submittals and invoices prior to City Engineer review and approval • Assist the contractor in the development of a traffic control approach that is consistent with the current Manual of Uniform Traffic Control Devices (MUTCD) • Implement NPDES Requirements for Storm water pollution prevention and mitigation during the course of the project • Develop and implement a public relations/information program • Conduct final job walk and prepare any "Punch List" items • Submit final acceptance report to the City upon Completion of the project The tentative schedule of this project is as follows: Construction Contract Award Construction Completion 2 June 2009 July 2009 PREPARED BY: Erwin Ching, Assistant Engineer Date Prepared: May 27, 2009 REVIE D BY• David G. 6u, Director of Public Works Attachments: Consulting Services Agreement CONSULTING SERVICES AGREEMENT THIS AGREEMENT is made as of June 2, 2009 by and between the City of Diamond Bar, a municipal corporation ("City") and Norris-Repke, ("Consultant"). RECITALS A. City desires to utilize the services of Consultant as an independent contractor to provide consulting services to City as set forth in Exhibit "A", the City's Request for Proposals dated April 16, 2009 B. Consultant represents that it is fully qualified to perform such consulting services by virtue of its experience and the training, education and expertise of its principals and employees. NOW, THEREFORE, in consideration of performance by the parties of the covenants and conditions herein contained, the parties hereto agree as follows: 1. Consultant's Services. A. Scope of Services. The nature and scope of the specific services to be performed by Consultant are as described in Exhibit "B" the Consultant's Response, dated May 4, 2009 to the City's Request for Proposals. B. Level of Services/Time of Performance. The level of and time of the specific services to be performed by Consultant are as set forth in Exhibit "B." 2. Term of Agreement. This Contract shall take effect June 2, 2009, unless earlier terminated pursuant to the provisions herein. 3. Compensation. City agrees to compensate Consultant for each service which Consultant performs to the satisfaction of City in compliance with the schedule set forth in Exhibit "C". Payment will be made only after submission of proper invoices in the form specified by City. 4. General Terms and Conditions. In the event of any inconsistency between the provisions of this Agreement and Consultant's proposal, the provisions of this Agreement shall control. 5. Addresses. City: James DeStefano, City Manager Consultant: Kamran Saber, PE City of Diamond Bar Norris-Repke 21825 Copley Drive 400 North Tustin Avenue, Diamond Bar, CA 91765-4178 Suite 230 Santa Ana, CA 92705 4 6. Status as Independent Consultant. A. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of City. B. 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. In the event that City is audited by any Federal or State agency regarding the independent contractor status of Consultant and the audit in any way fails to sustain the validity of a wholly independent contractor relationship between City and Consultant, then Consultant agrees to reimburse City for all costs, including accounting and attorney's fees, arising out of such audit and any appeals relating thereto. C. Consultant shall fully comply with the workers' compensation law regarding Consultant and Consultant's employees. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with applicable worker's compensation laws. City shall have the right to offset against the amount of any fees 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 6. 7. Standard of Performance. Consultant shall perform all work at the standard of care and skill ordinarily exercised by members of the profession under similar conditions. 8. Indemnification. Consultant agrees to indemnify the City, its officers, agents, volunteers, employees, and attorneys against, and will hold and save them and each of them harmless from, and all actions, claims, damages to persons or property, penalties, obligations, or liabilities that may be asserted or claimed by any person, firm, entity, corporation, political subdivision or other organization arising out of the acts, errors or omissions of Consultant, its agents, employees, subcontractors, or invitees, including each person or entity responsible for the provision of services hereunder. In the event there is more than one person or entity named in the Agreement as a Consultant, then all obligations, liabilities, covenants and conditions under this Section 8 shall be joint and several. 9. Insurance. Consultant shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect, with an insurance company admitted to do business in California and approved by the City (1) a policy or policies of broad -form comprehensive general liability insurance with minimum limits of $1,000,000.00 combined single limit coverage against any injury, death, loss or damage as a result of wrongful or negligent acts by Consultant, its officers, employees, agents, and independent contractors in performance of services under this Agreement; (2) property damage insurance with a minimum limit of $500,000.00; (3) automotive liability insurance, with minimum combined single limits coverage of $500,000.00; (4) professional liability insurance (errors and omissions) to cover or partially cover damages that may be the result of errors, omissions, or negligent acts of Consultant, in an amount of not less than $1,000,000 per occurrence; and (5) worker's compensation insurance with a minimum limit of $500,000.00 or the amount required by law, whichever is greater. City, its officers, employees, attorneys, and volunteers shall be named as additional insured on the policy(ies) as to comprehensive general liability, property damage, and automotive liability. The policy(ies) as to comprehensive general liability, property damage, and automobile liability shall provide that they are primary, and that any insurance maintained by the City shall be excess insurance only. A. All insurance policies shall provide that the insurance coverage shall not be non -renewed, canceled, reduced, or otherwise modified (except through the addition of additional insured to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) day's prior written notice thereof. Consultant agrees that it will not cancel, reduce or otherwise modify the insurance coverage. B. All policies of insurance shall cover the obligations of Consultant pursuant to the terms of this Agreement; shall be issued by an insurance company which is admitted to do business in the State of California or which is approved in writing by the City; and shall be placed with a current A.M. Best's rating of no less that A VII. C. Consultant shall submit to City (1) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (2) insurance policy endorsements indicating compliance with all other minimum insurance requirements above, not less that one (1) day prior to beginning of performance under this Agreement. Endorsements shall be executed on City's appropriate standard forms entitled "Additional Insured Endorsement", or a substantially similar form which the City has agreed in writing to accept. 10. Confidentiality. Consultant in the course of its duties may have access to confidential data of City, private individuals, or employees of the City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement. Notwithstanding the foregoing, to the extent Consultant prepares reports of a proprietary nature specifically for and in connection with certain projects, the City shall not, except with Consultant's prior written consent, use the same for other unrelated projects. 0 11. Ownership of Materials. All materials provided by Consultant in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. 12. Conflict of Interest. A. Consultant covenants that it presently has no interest and shall not acquire any interest, director or indirect, which may be affected by the services to be performed by Consultant under this Agreement, or which would conflict in any manner with the performance of its services hereunder. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest which would conflict in any manner with the performance of its services pursuant to this Agreement. B. Consultant covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of hardware or software to City as a result of the performance of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement. 13. Termination. Either party may terminate this Agreement with or without cause upon fifteen (15) days' written notice to the other party. However, Consultant shall not terminate this Agreement during the provision of services on a particular project. The effective date of termination shall be upon the date specified in the notice of termination, or, in the event no date is specified, upon the fifteenth (15th) day following delivery of the notice. In the event of such termination, City agrees to pay Consultant for services satisfactorily rendered prior to the effective date of termination. Immediately upon receiving written notice of termination, Consultant shall discontinue performing services. 14. Personnel. Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services under this Agreement. All of the services required under this Agreement will be performed by Consultant or under it supervision, and all personnel engaged in the work shall be qualified to perform such services. Consultant reserves the right to determine the assignment of its own employees to the performance of Consultant's services under this Agreement, but City reserves the right, for good cause, to require Consultant to exclude any employee from performing services on City's premises. 15. Non -Discrimination and Equal Employment Opportunity. A. Consultant shall not discriminate as to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation, in the performance of its services and duties pursuant to this Agreement, and will comply with all rules and regulations of City relating thereto. Such nondiscrimination shall include but not be limited to the following: employment, upgrading, demotion, transfers, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. 7 B. Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. C. Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials. D. The Consultant will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. E. The Consultant will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by the rules, regulations and orders of the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations and orders. F. In the event of the Consultant's non-compliance with the equal opportunity clauses of the Agreement or with any such rules, regulations or orders, this Agreement may be cancelled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further government contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, or by rule, regulation, or as otherwise provided by law. G. The Consultant will include the provisions of paragraphs (A) through (F) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The Consultant will take such action with respect to any subcontract or purchase order as the City my direct as a means of enforcing such provisions including sanctions for non-compliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such directions by the City, the Consultant may request the United States to enter into such litigation to protect the interests of the United States. 16. Assignment. Consultant shall not assign or transfer any interest in this Agreement nor the performance of any of Consultant's obligations hereunder, without the prior written consent of City, and any attempt by Consultant to so assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect. 17. Performance Evaluation. For any contract in effect for twelve months or longer, a written annual administrative performance evaluation shall be required within ninety (90) days of the first anniversary of the effective date of this Agreement, and each year thereafter throughout the term of this Agreement. The work product required by this Agreement shall be utilized as the basis for review, and any comments or complaints received by City during the review period, either orally or in writing, shall be considered. City shall meet with Consultant prior to preparing the written report. If any noncompliance with the Agreement is found, City may direct Consultant to correct the inadequacies, or, in the alternative, may terminate this Agreement as provided herein. 18. Compliance with Laws. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state, and local governments. 19. Non Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default. 20. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on (a) the day of delivery if delivered by hand during regular business hours or by facsimile before or during regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses heretofore set forth in the Agreement, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this section. 21. Governing Law. This Contract shall be interpreted, construed and enforced in accordance with the laws of the State of California. 22. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be the original, and all of which together shall constitute one and the same instrument. 23. Records and Audits. The Consultant shall maintain accounts and records, including personnel, property and financial records, adequate to identify and account for all costs pertaining to this Agreement and such other records as may be deemed necessary by the City to assure proper accounting for all projects, both federal and non-federal shares. These records will be made available for audit purposes to the City or any authorized representative, and will be retained five years after final payments are issued and other pending matters are closed. (24 CFR Part 84, Sec. 84.53) 24. Entire Agreement. This Agreement, and any other documents incorporated herein by specific reference, represent the entire and integrated agreement between Consultant and City. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be E amended, nor any provision or breach hereof waived, except in a writing signed by the parties which expressly refers to this Agreement. Amendments on behalf of the City will only be valid if signed by the City Manager or the Mayor and attested by the City Clerk. 27. Exhibits. All exhibits referred to in this Agreement are incorporated herein by this reference. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above. "City" ATTEST: 0 CITY OF DIAMOND BAR By: Tommye A. Cribbins, City Clerk Ron Everett, Mayor Approved as to form: By: City Attorney "CONSULTANT" By: Its: 10 Ron Everett Mayor Carol Herrera Mayor Pro Tem Wen P. Chang Council Member Jack Tanaka Council Member Steve Tye Council Member Recycled paper April 16, 2009 To Civil Engineering Firms: MIBIT "A" City of Diamond Bar 21825 Copley Drive • Diamond Bar, CA 91765-4178 (909) 839-7000 • Fax (909) 861-3117 www.CifyofDiamondBar.com SUBJECT: Request for Proposals for the Construction Administration/Inspection and Construction Survey for the Lycoming Street Rehabilitation Project No. 24108 I. INTRODUCTION The City of Diamond Bar Public Works Department is soliciting proposals to conduct Construction Administration/Inspection and Construction Survey for the Lycoming Street Rehabilitation Project: Lycoming Street is a two-lane residential road that extends from Lemon Avenue to the City limits (approximately 4,600 feet). Based on the City's Pavement Management System (PMS), Lycoming Street is one of the roadways that is recommended for rehabilitation. The proposed rehabilitation design includes a full -depth reconstruction, asphalt cold milling and overlay, crack, chip, and slurry sealing of the street. The project will also include the installation of ADA compliant curb ramps, curb and gutter replacement, concrete sidewalk, a parkway drain, speed cushions, traffic loops, texas dots traffic striping and markings. The scope of Engineering Services for this project includes Construction Administration/Inspection, Construction Survey, Staking, and Material Testing. II. PROJECT TIMELINES The anticipated duration of construction is 30 working days. Ill. PROFESSIONAL ENGINEERING SERVICES The proposal shall identify each task to be included as part of the project. At a minimum these tasks shall include: 1. Observe construction for the duration of the project. Number of hours anticipated for adequate observation shall be identified. 2. Prepare and submit daily logs and weekly reports of construction activities. RFP — Construction Administration/Inspection, Surveying & Staking gervices Lycoming Street Rehabilitation Project Page 2 3. Provide construction surveying and staking services to assist the contractor in the construction of the proposed improvements, detailed as follows: a. Place stakes at 50 -foot intervals and at critical points (BC's, EC's, angle points and grade breaks) along centerline of Lycoming Street. Also set sub -grade stakes, pavement base level stakes and blue tops at 50 -foot intervals along street centerline of Lycoming Street west of Brea Canyon Road. b. Provide one set of stakes for the centerline of Lycoming Street with grades marked to finish surface in areas indicated on the plans after 2" AC grind has been completed. c. Additional staking will be required within intersections along Lycoming Street and Brea Canyon Road. d. Provide layout of the critical tie-in points and for the limits of removal of existing asphalt improvements. 4. Provide all necessary materials and compaction testing related to street and concrete works. All testing of materials to be done by a Laboratory approved by the City Engineer. 5. Respond and address contractor's request for information/questions regarding design and construction issues. 6. Monitor, evaluate, and approve change order claims and quantities. 7. Review and monitor contractor's progress and schedule. 8. Conduct final job walk and prepare punch list. 9. Recommend final acceptance of project. 10. Maintain project construction records and prepare record drawings to be given to the City at the end of project. V. PROPOSED FORMAT AND CONTENT A. Project Team An organization chart indicating principals and key project team members together with an indication of their involvement in similar projects. Also provide resumes of the key personnel involved with this project including personnel from sub -consultants. B. Firm's Experience List a maximum of six projects of similar scope which your firm performed inspection, surveying, staking and material testing for projects that have been successfully implemented within the last three (3) years. Provide the following information: location, owner, construction cost, year the design was completed, year the construction was completed, your project manager's and engineer's name. RFP — Construction Administration/Inspection, Surveying & Staking Services Lycoming Street Rehabilitation Project Page 3 If any portion of the project is sub -contracted, provide similar information for a maximum of three projects. C. Project Understanding Describe the approach and methods that will be used to meet the project requirements. Also, identify any potential concerns or problems that your firm anticipates during the term of this project. Provide sample reports that will be used for this project. D. Project Scheduling Provide a schedule identifying milestones for the major tasks in the design of the project, beginning with the Notice to Proceed. E. Resource Requirements Provide a man hour and fee estimate by item identified in Section III. Also provide a total "Not to Exceed" fee for the project. Please state all assumptions upon which the estimates are based. F. Fee Schedule Provide the hourly rates of all personnel assigned to the project. These rates will be used to negotiate any additional work the City may request. Fee proposal shall be submitted in a separate sealed envelope. G. Agreement Attachment B is a copy of the City's professional services agreement. A statement MUST be made in the proposal that all terms and conditions are acceptable. H. Insurance Proof of insurance requirements addressed in the professional services agreement of this Request for Proposal shall be submitted by the selected Consultant upon execution of the contract for submittal to the City Council. The selected Consultant must submit a "Statement Certifying Insurance Coverage" certifying that the required insurance coverage will be obtained by the Consultant, and that the Consultant understands said coverage is prerequisite for entering into an agreement with the City. The Consultant is required to confirm with its insurance carrier that it can meet all the requirements for insurance. Failure to meet the insurance regulations as set forth shall result in the Consultant's disqualification. The City must be named as additionally insured. References List of at least three (3) references with one (1) for a federally funded project for similar projects must be provided. Include contact person, address, and telephone number. RFP — Construction Administration/Inspection, Surveying & Staking Services Lycoming Street Rehabilitation Project Page 4 VI. SUBMITTAL OF PROPOSALS Five (5) copies of the proposal shall be presented in a sealed envelope bearing the name, address and telephone number of the individual or entity submitting the proposal and shall be addressed to: Mr. Erwin Ching Assistant Engineer City of Diamond Bar Department of Public Works 21825 Copley Drive Diamond Bar, CA 91765-4177 The envelope shall be clearly marked with the notation "DO NOT OPEN — PROPOSAL." The proposal shall be delivered to the addressee on or before 10:00 A.M. on Monday. May 4, 2009. VII. RIGHT TO REJECT ALL PROPOSALS The City reserves the right to reduce or revise elements of the scope of work prior to the award of any contract. Furthermore, the City reserves the right to reject any or all proposals submitted; and no representation is made hereby that any contract will be awarded pursuant to this Request for Proposal, or otherwise. All costs incurred in the preparation of the proposal, in the submission of additional information and/or in any other aspect of a proposal prior to the award of a written contract will be borne by the proposer. The City shall only provide the staff assistance and documentation specifically referred to herein and shall not be responsible for any other cost of obligation of any kind which may be incurred by the proposing firm. All proposals submitted to the City in response to this RFP shall become property of the City. VIII. QUESTIONS If you have an intention to submit a fee proposal and/or have any questions regarding the project, please call Mr. Erwin Ching, Assistant Engineer, at (909) 839-7037. Sincer Davi G. Liu, P.E. Director of Public Works Attachments: Exhibit A -Project Location Map Exhibit B -Consulting Services Agreement PROJECT AREA � ��R ��N �� N�y000 WASHINGT N GV DR RAINWOOD FIBRE DR flF �N R SPR o o > }- G�� m, pF cn Q w O z p O 3- 2 z r z 2@ , >z z Z> Q J J 4 J U 0 zLYCOMING v NORTHAMPTON ST DRYANDER v DR vi z PAF S T ST 00 �G OONOAKB M S� POMONA FR`I`� VICINITY MAP N.T.S. EIIIiIBIT "B" May 4, 2009 Erwin Ching, Civil Engineer City of Diamond Bar Public Works/Engineering Department 21825 Copley Drive Diamond Bar, CA 91765 RE: Professional Consultant Services for Construction Administration and Inspection for Lycoming Street Rehabilitation Project (Project No. 24108) Dear Mr. Ching: Norris-Repke is very pleased to submit this Proposal and is excited about the opportunity to serve the City of Diamond Bar on the Prospectors Road Construction Project. We are prepared to provide the resources and quality services that you are seeking for construction management and inspection as required for the project. We understand the level of support that will be necessary to meet the demands of the project, its uniqueness and the expectations of the City. By selecting Norris-Repke the City will receive an experienced and knowledgeable team with a proven track record of delivering the services you are seeking. Our goals are straightforward: ✓ Provide consistent oversight — to keep projects on track. ✓ Maintain adherence to schedules — to complete projects on time. ✓ Keep control of the projects — to mitigate conflicts and maintain the City's interests. ✓ Assure sound Inspection — to maintain compliance with plans and specifications. ✓ Maintain consistency — to be on -sight and maintain continuity. ✓ Communicate effectively — to be open, transparent and provide regular reports of progress Our Proposal not only meets BUT exceeds the requirements set forth in your Request for Proposal. We meet your expectations by bringing you the following benefits: ✓ Direct work experience with the City of Diamond Bar; ✓ A successful and proven track record in providing similar services; ✓ We take full responsibility for delivery of all services we offer, ✓ No exceptions to your Request for Proposal, ✓ Most favorable terms and conditions to save time and money. The Norris-Repke team has the ability to serve and the commitment to deliver. We have the right team, the right resources available, and the winning approach to meet the demands of this important project and the impact it has on the City and community. We believe the information contained in this Proposal demonstrates why we are the right choice! Very truly yours, ZaNR S-REPKE ran Saber, PE Principal/Project Manager 400 North Tustin Avenue, Suite 230, Santa Ana, CA 92705 P-4242 TEL: 714-973-2230 FAX: 714-973-2263 www.norrisropke.com C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK Based on your Request for Proposals, local knowledge, initial field visits, and our prior experience, the following presents what we believe to be key elements and major considerations of the project. 1. Project Understanding The City of Diamond Bar is seeking a qualified public works engineering firm to address the project administration„ inspection, Construction surveying, and testing needs of Rehabilitation project for Lycoming Street Rehabilitation Project from Lemon Street to East city Limits (Approximately 4,600 feet long and 40' wide). The scope of work varies for each phase but is generally described as follows: Provide project oversight to monitor performance, assure that City Standards are met, mitigate any potential project delays and actively participate in meetings. • Represent the City during construction, coordinate effectively with City staff and citizens, assure contract performance and compliance with plans and specifications, provide thorough inspections, mitigate issues with residents, business and property owners and maintain compliance with all California Regional Water Quality Board. The design of the facility has been completed by Norris Repke. The current Engineer's Estimate is $820,000 with anticipated 30 Working Days for construction. 2. Existing Condition Lycoming Street provides one of the important links for the City residential and commercial areas sandwiched between the City of Industry and SR-57/SR-60 Freeways with an east -west general orientation. The existing two-lane road, which currently carries approximately over 6,000 -10,000 vehicles per day, west of Brea Canyon Road, bears a heavier traffic. Prospectors Road is situated in a residential area (low to medium Density) with the exception of Walnut Elementary (Walnut Valley Unified School District) at Lemon Street, commercial businesses north of the facility from Lemon Ave. to Brea Canyon Road, and businesses and shopping centers at the intersection with Brea Canyon Road. Portion of the roadway east of Brea Canyon Road is a dead-end street, bears less traffic and is located predominantly in the low density residential. The street width is approximately 40 feet from curb to curb with the posted speed limit of 35 mph. Lane configuration consists of two lanes with yellow centerline striping. The pavement is in fair condition (PCI 65). It seems the road has been slurried several times in the past. Walnut Elementary School located at corner of Lemon Ave. and Lycoming Street will be impacted by this project therefore effective coordination with school during construction is paramount. This project will be a highly visible public project. It will impact the community, local residents, and businesses along the facility as well as the Commuters using Lycoming Street as a short cut to access Brea canyon Road and thence the SR -57 and SR -60. 3. Construction Issues Major construction related issues are as follows: • Effective communication with residents and business owners during the construction, especially construction impacts on the driveways • Working diligently with contractor for Traffic Control practices especially at the Brea Canyon Intersection • Coordination with the Walnut Elementary School • Coordination with city as far as trash collecting days and street sweeping days • Coordination with the contractor to preserve and protect the monuments 4. Pro -Active Residents Information Program and Pubic Relations The development of an effective public information program for this project will assist in reducing inquiries and complaints during the construction phase. The public relations lessons we have learned from previous similar City of Diamond Bar Page 6 Lycoming Street Rehabilitation Project C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK projects will allow us to provide a Pro -Active Resident Communication Program. This program is the result of informal public surveys conducted after completion of similar projects throughout the greater Los Angeles area to discuss construction with local residents. There are many ways to phase and schedule the construction work on a particular project. The information secured from residents provided us with a better understanding of issues most affected by the construction process. Specific improvements to be incorporated into the projects of this magnitude include: • Project Hotline • Schedule and updates on the City's website • Project auto response E-mail • Coordination with trash pick up • Avoid clustered approach during construction. This can be accomplished by mandating the contractor to perform construction on the blocks of the roadway per a pre -determined plan with some flexibility. • Require and enforce the contractor to submit weekly activity schedule and communicate this schedule to the City, residents and other affected parties. • Early introduction flyer mailed to affected property owners As with the past projects, informational bulletins will be prepared and provided for distribution to the adjacent property owners. Additionally, the contractor will be required to distribute door hangers with specific project schedules during the construction phase. Communication between Norris-Repke, City staff, and the adjacent property owners will be at the highest level throughout the project process. The Pro -Active Resident Communication Program will go a long way in meeting many of these needs. In addition to these efforts, the following will be performed to ensure that a high level of communication with the design team and City staff is maintained: • Written weekly status reports including the schedule for following week • Norris-Repke team meetings • Meetings with City staff at appropriate intervals We have considerable experience in the development and implementation of effective public information programs. This will be a valuable asset to the project success. 5. Scope of Work Norris-Repke has reviewed the request for proposal, plans and specifications packet and has visited the project site. Based on our reconnaissance, we are confident that our preliminary scope of work meets the demands and unique needs of this project. We have included three phases in the scope of work. Task 1 Pre -Construction Contract Administration Task 1.1 Plan Review The project plan and specifications review will concentrate on further clarifying all aspects of the project. This will help to identify any remaining internal conflicts between the plans, specifications and permit documents. As the project has already been put out to bid the major benefit of a constructibility review, as to some degree, has passed. Any constructibility issues identified during the plan review will still be of benefit to the Construction Administrator and Resident Inspector in their coordination with the Contractor. The team reviewing the documents will be the Project Construction Administrator, the Resident Inspector, and the Materials Engineer assigned to the project. After the review, the team will meet and discuss the project to shore up and finalize the inspection work plan. Any constructibility issues identified during the review and will be summarized in a status report for delivery and discussion with the City. City of Diamond Bar Page 7 Lycoming Street Rehabilitation Project C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK Task 1.2 Engineers Meetings A pre -construction project administration meeting with City Officials, the Project Designer, the Project Administer, Resident Inspector, and Materials Engineer will be scheduled as soon as the Construction Administration Contract is awarded. The meeting will allow for personal introduction of the key team members to City, establish lines of communications, allow communication of City's construction administration and reporting procedures, allow a presentation of the planned construction management work plan, review reporting documents, set up a calendar for weekly and monthly meeting with City staff to present status reports and payment submittals for the construction administration and Contractor's monthly payment requests. Task 1.3 Environmental Review The Environmental Documents prepared by the City for CEQA compliance will also be reviewed for other environmental mitigation not provided for by the noted permits. Any items not addressed by the Construction Bid Item for Environmental Requirements and Compliance will be identified and discussed with City Officials. The Storm Water Pollution Prevention Plan -Best Management Practices required by the State Department of Water Resources will also be carefully reviewed. A summary listing of the environmental mitigation measures and or permit requirements along with an action log will be prepared and made a part of the Monthly Status Report, Task 1.4 File Review Project files prepared during the Project Design will be carefully reviewed and copies of Utility Plans and Coordination Communications and notice Logs will be copied for the Construction Files for reference during construction and for assistance in continuing the construction coordination for utility protection, relocation or adjustments. Task 1.5 Set Up of Construction Files Construction files will be set up using the Caltrans construction file format either as a pattern or guideline for use in both the Construction Field Office and at the Project Administrator's office. A computer based filing system will be used to record the meeting minutes, correspondence, field diaries, inspection records, bills of lading, and materials weight tickets, project schedules and status reports, labor records, contract payment requests, and change order documents etc. The project filings will be voluminous before the project is completed due to the size of the project. Task 2 Construction Contract Administration Task 2.1 Contract Administration The Project Administrator will provide, on the average, 8 hours per week in attending weekly construction meetings with the contractor and City Officials, provide for contract document maintenance, labor compliance reviews payment and status report preparations, processing RFIs, and contract change orders. He will be assisted by an Engineering Aide who will serve as a file clerk or timekeeper at the field office and back up inspector when needed. Task 2.2 Pre -Construction Conference A Pre -Construction Conference will be scheduled with the contractor, City, sub contractors, surveyors, utility representatives and permitting agency representatives. Due to the size of the meeting and the need for table space to review plans for review during the meeting the use of a large conference room will be needed from the City. The meeting notices, agenda and recording of meeting minutes will be performed by Norris-Repke. Discussions and instructions regarding project communications, personnel rosters, and emergency contact numbers, billings and payment procedures, procedures for scheduling inspections, project logistics, labor compliance requirements project safety and accident prevention, traffic control, contract change order City of Diamond Bar Page 8 Lycoming Street Rehabilitation Project C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK procedures, any issues with the project raised by the Contractor, permit clearance, and for general discussion prior to the start of construction. Task 2.3 Construction Meetings Weekly coordination meeting with the Contractor is proposed. This will be attended by the Construction Administrator and Resident Inspector and the Contractor's Superintendent and, when called for, the Contractor's Project Manager, and sub -contractor representatives actively working on the project. During the meeting the Project Schedule will be reviewed. The contractor's work schedule for the coming week will be reviewed, scheduling of inspections will be discussed and made, the transmittal of shop drawings and material submittals will be made and returned following review. Written communications will be exchanged, project issues will be discussed, instructions will be issued from the construction manager and inspector. Project issues will be communicated and discussed and resolved when possible or taken for advisement for further discussion and resolution. Billings will be received for review discussion and when approved for transmittal to the City for payment. Permits will be reviewed. Delivery schedules will be reviewed. Labor compliance and certified payroll documents will be received and discussed. Project safety, accident prevention and traffic control will be reviewed and discussed. Contract change orders will be discussed. Task 2.4 Contract Documents and Files A record set of the contract plans, specifications, estimates, correspondence, submittals, inspection records, billing records, project permits, labor records, meeting minutes of field meetings etc. will be kept in files at the field office and a backup set transmitted by fax, e-mail or hand exchange taken to the Contract Administrator's office for preservation against vandalism. The interpretation of the plans and specifications for contract compliance will be made initially in the field by the inspector and reviewed by the Contract Administrator acting as Engineer for the project. These activities will be reported for review and final oversight by the City. Task 2.5 Labor Compliance The Contractor will be required to submit certified payrolls weekly at the construction meetings. These are to be received the week following the work activity. A one-week grace period will be allowed after which warning letters will be issued to the general contractor in the case of a subcontractor and to the City in the Case of the General Contractor. These will be reviewed under the supervision of the Contract Administrator during the following week and error or corrections returned at the coordination meeting following the submittal. The project funding is subject to local prevailing wage rates but does not appear to have Federal participation where labor interviews are normally required. Such interviews will be conducted randomly by the Inspector or as deemed necessary by the Project Administrator for labor compliance. All records will be preserved and transmitted to the City for filing at the end of construction. Task 2.6 Progress Reports / Project Schedules / Project Budget Tracking A weekly progress report will be prepared and submitted to the City. It is proposed that these be reviewed in a bi-monthly meeting with the Project Administrator and City Officials. The report will address the progress of work, project schedule, project budget tracking, information/decisions required to maintain the project schedule and project deliverables, problems encountered that may affect schedule, budget, track log, change orders, anticipated work for the following week and month. Photographs documenting the progress of the work will be included. A Permit and Environmental compliance log will also be included. Task 2.7 Contract Change Orders / Contractor Proposals Contract Change Orders will be prepared under the direction of the Project Administrator in compliance with the project specifications and City procedures for City approval. These will be evaluated and recommendations will be presented to the along with the weekly progress report submittals. Change order work will not be allowed to proceed without City approval or direction by the Public Works Director or his authorized representative. Prompt attention to CCO's will be requested of the City to maintain project scheduling_ City of Diamond Bar Page 9 Lycoming Street Rehabilitation Project 4"aWAM-00 C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK Cost reduction proposals received from the contractor will be evaluated and communicated with recommendations in the same general manner as contract change orders. Task 2.8 Utility Coordination Utility Coordination will be performed where possible by the Resident Inspector as part of the daily routine with back up support from the Project Administrator or his designee. Coordination activities will be reported to the City in the weekly status report. Should difficulty arise with utility coordination an immediate report by email or fax will be made to the City. Any project delays occurring due to utility delays in utility relocation or adjustment to grade, or other utility coordination activity, will be documented and discussed in the weekly and monthly progress reports. Task 2.9 Shop Drawings / Project Submittals Norris-Repke will receive and promptly review shop drawings and project materials and compliance submittals for conformance with the project plans and specifications. Norris-Repke, will give an engineering recommendation regarding acceptance or rejection to the City, the Design Engineer or regulatory agency's concurrence and approval will be sought prior to return to the contractor. A logging of the receipt and transmittal of these documents will be kept to avoid processing delay. Should delays in return of these documents outside of Norris-Repke's control such will be recorded and communicated to the City. Task 2.10 Materials Testing and Geotechnical (Soils) Engineering and Compaction Testing Norris-Repke proposes to use LaBelle -Marvin to conduct materials testing for the concrete, masonry, base material and asphalt material testing including temperatures for contract compliance as well as soils engineering and compaction testing for earthwork items of the contract. All tests will be performed in accordance with applicable Caltrans or ASTM standards. Task 2.11 Construction Surveying Norris Repke will provide construction surveying and staking preservation of exiting monuments will be coordinated with contractor. Should questions arise in the adequacy and accuracy of the design such will be documented and promptly communicated to the City and the designer for clarification and revisions to the design. • Place stakes at 50 -foot intervals and at critical points (BC's, EC's, angle points and grade breaks) along centerline of Lycoming Street. Also set sub -grade stakes, pavement base level stakes and blue tops at 50 -foot intervals along street centerline of Lycoming Street west of Brea Canyon Road. • Provide one set of stakes for the centerline of Lycoming Street with grades marked to finish surface in areas indicated on the plans after 2" AC grind has been completed. • Additional staking will be required within intersections along Lycoming Street and Brea Canyon Road. • Provide layout of the critical tie-in points and for the limits of removal of existing asphalt improvements. Task 2.12 Construction Inspection An experienced full time Resident Inspector will be provided at the site from the start of physical construction to the completion of construction and called back as required to confirm punch list correction and completion. Soils and earthwork observations will be provided separately and in addition to Norris-Repke's inspector. Daily and weekly inspection reports will be prepared and filed for review by the Project Administrator. A full and complete set of these reports will be provided to the City in the document transmittal at the close out of the project. Individual inspection reports will be made available at the field office for review and copies will be supplied to the City upon request at anytime during the project. Typical construction inspection duties are as follows: 1. Attend Construction job -site meetings with City staff, Engineer and Contractor. (As Required) 2. Utility Company Coordination. City of Diamond Bar Page 10 Lycoming Street Rehabilitation Project C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK 4bWS4_W.P_W 3. Maintain Daily Observation Report, including work performed, contractor work force, equipment and visitors to the site. The report shall also outline discussions with the public, Contractor, City staff, and details of instructions or agreements with the Contractor. Submit daily reports to City staff. Submit entire log to City at project completion. 4. Verify and sign contractor's daily extra work reports documenting force account (time and materials) work. 5. Evaluate Construction operation with respect to quality, progress and schedule. 6. Review Project Site traffic control. 7. Coordinate Contractor's field activities to minimize inconvenience to the adjacent businesses and residences. 8. Review and recommend Contractor's mix design 9. Coordinate activities of Testing Lab, if any and attach copies of the test or work results to daily report 10. Evaluate construction safety, public safety and convenience, and report to City. 11. Interface with the public and address public complaints and or concerns. 12. Maintain project records and information for "as -built" plan markups. 13. Review contractor payment requests to verify field quantities and provide City with recommendations_ 14. Review contractor's Certified payroll for conformance of prevailing wages. 15. Review Contractor's change order request, notify, and provide assistance to the City in the preparation and negotiation of all change orders. 16. Review approved revisions made to the plans and specifications and follow-up on Contractor action. 17. Conduct pre -final inspection and prepare written Punch List documenting incomplete or corrective work. Task 2.13 Test Data Norris-Repke and its sub consultant LaBelle -Marvin will review and make recommendations for approval of the manufacturer's shop or mill tests relative to materials, equipment, performance ratings, and data submitted by the contractor for compliance with the contract specifications. Product and asphalt sampling will be performed at the site as well compaction testing on aggregate base and asphalt layers to confirm contract compliance. Task 2.14 Traffic Control No Traffic control plans have been included in the project plans. The Construction Management Team will work with the contractor to develop traffic control approach and schematic plans as well as traffic control signage and control devices based on the current Manual of Uniform Traffic Control Devices noting conformance with the project specifications and City Standards. Task 2.15 Safety The Resident Inspector will be required to conduct safety meetings with regards to the inspection team provided by Norris-Repke on the project. The Inspector will also document safety meetings being held by the Contractor in accordance with the project requirements. Accidents will be reported, including property damage. Proper authorities will be notified if not present at the site of the accident. Photographs will be taken and a written field report prepared for the project records and made available to all Federal and State agencies regulating occupational safety and health standards for construction activities. Task 2.16 NPDES Requirements Resident Inspector will work with the Contractor to ensure that construction specification and Green Book requirements are met. Task 2.17 Public Information The Project Administrator will coordinate the preparation of public information newsletters with the City's Public Information Officer on a monthly basis, if need be. Public handbills and notifications regarding changes in access, staging changes and lane closures will bill included in the weekly status reporting to the City City of Diamond Bar Page 11 Lycoming Street Rehabilitation Project L C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK and copies will be provided by fax to Police, Fire, School District, Post Office, Public Transit Agencies, and local newspapers. Where residences or business are affected, it will be required by the contractor to hand deliver flyers to each property. The Construction Management team will also address any public complaints or concerns in coordination with the City staff. Task 2.18 Claims Management A task allowance is provided in the project proposal to analyze, coordinate, administer and make recommendations regarding potential claims submitted by the Contractor. It is impossible to predict every potential claim that the Contractor may submit to the City. In this regard a set-aside fee has been provided for use if needed on an as needed basis to be billed at our Hourly Rates provided. Task 2.19 Final Inspection When the Contractor reaches what is considered substantial completion of the project. A Punch List of work items will be prepared and submitted to the Contractor and City. When it is reported by the Contractor that all punch list items have been completed a Final Inspection will be scheduled. Designer and City Officials, and permitting agency officials, will be invited to participate in the inspection. Written documentation of the inspection findings will be prepared indicating conformance with the plans and specification, approved change orders for the project, if any, and any items placed on reservation for latent defect will be noted. Any items for warranty review will also be noted. Clearance letters will be sought from all permitting agencies. Task 3 Post -Construction Services Task 3.1 Project Closeout A final/summary status report will be prepared in accordance with applicable construction management and project administrative practice. The report will include a final detail cost estimate, a summary of contract change orders, a project schedule showing original contract and final contract completion dates, a log of utility relocations, a log sheet of the environmental mitigation measures required and performed for the project and clearance letters from the regulatory agencies issuing permits for the project. Task 3.2 As Built Plans The Contractor is required to maintain a set of plans reflecting changes and deviations from the original project plans issued for the project. The Contractors as built records will be monitored weekly by the Resident Inspector with a monthly inspection of these plans being made by the Project Administrator to insure their maintenance throughout the course of construction. As project completion nears, the final as built notations will be checked against records kept by the Resident inspector. The Project Administrator will receive the completed as built records maintained by the Contractor and a drafter will be obtained to record the as -built changes on a full size set of mylar plans drafted in black ink. Task 3.3 Contract Records The construction documents accumulated in the field office and office of the Project Administrator will be neatly organized into storage boxes. The document catalog maintained throughout the course of construction will be updated to reflect the full accumulation of correspondence, construction dailies and weekly and monthly status reports, construction diaries, contract change order documents, labor compliance records, billing and payment records, newspaper clippings, accident reports, etc. F. Management Approach Norris-Repke will assure that the right resources are assigned to manage all three phases of this important project. Our approach is actually quite simple. ✓ Keep control of the projects ✓ Assign the right people from the Norris-Repke team City of Diamond Bar Page 12 Lycoming Street Rehabilitation Project C: PROJECT UNDERSTANDING/APPROACH/SCOPE OF WORK I ✓ Coordinate closely with the City ✓ Assure that the construction conforms to the plans and specifications ✓ Maintain project schedules ✓ Coordinate permits, inspections and other support services ✓ Assure compliance with legal requirements ✓ Minimize change orders and mitigate potential conflicts ✓ Coordinate with other agencies ✓ Control the variables during construction ✓ Communicate effectively with business and property owners, contractors, City staff and other agencies ✓ Monitor and track costs - budget versus expenditures ✓ Meet weekly ✓ Report regularly ✓ Provide turnkey, timely and trustworthy services ✓ Maintain continuity in staffing ✓ Be available 24/7 We understand the importance of good communications! City of Diamond Bar Page 13 Lycoming Street Rehabilitation Project D: SCHEDULING Major milestones for this project are as follows: 1. Notice to Proceed 2. Pre -construction Meeting 3. Submittal of materials (AC, slurry, chips, concrete) analysis and certification 4. Start Construction 5. Construct Concrete ramps and pavement R&Rs 6. Cold milling 7. AC Paving 8. Chip sealing 9. Slurry seal 10. Punch list 11. Fix the punch list 12. End Construction City of Diamond Bar Page 14 Lycoming Street Rehabilitation Project EXHIBIT "C" Hourly Rate Schedule January 1, 2009 - June 30, 2009 Confidential l' IT: t. � . Design Engineering & Land Planning $ 160.00 Principal Engineer/Project Advisor..................................................................................... $ 170.00 SeniorProject Manager..................................................................................................... 160.00 ProjectManager................................................................................................................ 150.00 ProjectEngineer................................................................................................................ 125.00 SeniorProject Designer.................................................................................................... 120.00 Engineer III, Designer III, Planner III.................................................................................. 115.00 Engineer II, Designer 11, Planner 11.................................................................................... 110.00 EngineerI, Designer I, Planner I....................................................................................... 100.00 CADDTechnician II........................................................................................................... 80.00 CADDTechnician I............................................................................................................ 70.00 EngineeringAide............................................................................................................... 60.00 Staff Augmentation CityEngineer..................................................................................................................... $ 170.00 ProjectManager................................................................................................................. 140.00 Associate Engineer (Registered)...................................................................................... 130.00 AssistantEngineer............................................................................................................ 110.00 Plan Checker/Counter Person........................................................................................... 90.00 EngineeringTechnician.................................................................................................... 80.00 Construction Management ConstructionManager....................................................................................................... $ 150.00 ResidentEngineer............................................................................................................. 120.00 Senior Public Works Observer.......................................................................................... 100.00 PublicWorks Observer..................................................................................................... 90.00 Land Surveying, Mapping & GIS Services SurveyParty 3 Person...................................................................................................... $ 160.00 Survey Party 2 Person...................................................................................................... 120.00 SurveyParty 1 Person...................................................................................................... 80.00 SurveyManager................................................................................................................ 100.00 GISSpecialist.......................................................111.............""..........................1...11..1... 100.00 Senior Survey Technician .................................................. ............................................... 70.00 Junior Survey Technician........:............................................................................... ....... .................... . 50.00 Building & Safety BuildingOfficial................................................................................................................. $ 120.00 Senior Building Inspector.................................................................................................. 100.00 BuildingInspector.............................................................................................................. 90.00 Administrative Services Senior Administrative Assistant........................................................................................ $ 80.00 Administrative Assistant/Clerk.......................................................................................... 55.00 • Services performed by subconsultants are Wiled at cost plus an additional management, coordination, insurance and consultation fee of 15%. • Outside printing or reproduction costs, messenger service, equipment rental, special supply purchases or other direct expenses are billed at cost plus an additional administrative overhead fee of 10%. • Outside agency fees are billed at cost plus an additional administrative overhead fee of 10%. 400 North Tustin Avenue, Suite 230, Santa Ana, CA 92705 TEL: 7141973-2230 FAX: 7141973-2263 www.norrisrepke.com Diamond Bar City Council Agenda Tuesday, June 2, 2009 5:00 p.m. — Closed Session 5:15 p.m. — Study Session 6:30 p.m. — Regular Meeting The Government Center South Coast Air Quality Management District/ Main Auditorium 21865 Copley Drive, Diamond Bar, CA 91765 Ron Everett Carol Herrera Mayor Mayor ProTem Wen P. Chang Jack Tanaka Steve Tye Council Member Council Member Council Member City Manager James DeStefano City Attorney Michael Jenkins City Clerk Tommye Cribbins Copies of staff reports or other written documentation relating to agenda items are on file in the Office of the City Clerk, and are available for public inspection. If you have questions regarding an agenda item, please contact the City Clerk at (909) 839-7010 during regular business hours. In an effort to comply with the requirements of Title II of the Americans with Disabilities Act of 1990, the City of Diamond Bar requires that any person in need of any type of special equipment, assistance or accommodation(s) in order to communicate at a City public meeting, must inform the City Clerk a minimum of 72 hours prior to the scheduled meeting. Have online access? City Council Agendas are now available on the City of Diamond Bar's web site at www.CityofDiamandBar.com Please refrain from smoking, eating or drinking in the Council Chambers. The City of Diamond Bar uses recycled paper and encourages you to do the same. ULTUX 1=1 nt \fF� 7 CITY COUNCIL Agenda # 6 . 9 (e) Meeting Date: June 2, 2009 AGENDA REPORT TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Man r TITLE: APPROVAL OF A THREE -YEA CROSSING GUARD SERVICES CONTRACT WITH ALL CITY MANAGEMENT SERVICES, INC., BEGINNING JULY 1, 2009 TO JUNE 30, 2012. RECOMMENDATION: Approve. FINANCIAL IMPACT: For Fiscal Year 2009-2010, a budget amount of $130,000 has been proposed for crossing guard services. At an hourly rate of $12.79 for the 2009-2010 school year, with a three-hour maximum per site, the City anticipates an expenditure of approximately $120,000 for crossing guard services covering seventeen (17) locations. This estimate does not include summer school services. BACKGROUND/DISCUSSION: On April 10, 2009, the City distributed a Request for Proposals (RFP) (Exhibit "A" of the attached contract) soliciting proposals from experienced firms to provide on-site crossing guard services for a period of three (3) years with the possibility of two (2) additional years. On April 27, 2009, the City received proposals from All City Management Services, Inc. and Preferred Response Security Services for consideration. The City's contract with the previous crossing guard services provider, International Service, Inc., was terminated on May 22, 2009, In May, the City received information that the contractor had filed for Chapter 11 bankruptcy. As a result of the turmoil within the company, the crossing guards were not reporting to their post as scheduled. Subsequently, City staff worked diligently to locate a company to provide emergency services and received a proposal from All City Management Services, Inc. Under the purchasing authority of the City Manager, an agreement was executed to provide emergency services through the end of June 2009. Crossing guard services are provided to assure the safety of school -aged children, pedestrians, parents, and others when crossing streets utilizing crosswalks in the vicinity of their respective schools. The City requires all crossing guards to be properly trained and supervised in order to carry out their responsibilities. It is expected that crossing guards will provide three hours of service per day for each intersection. ® Crossing Guard Locations The following is a list of locations for schools within the Walnut Valley and Pomona Unified School Districts currently being served by Diamond Bar crossing guards. Walnut Valley Unified School District 1. Castle Rock Elementary 2. Castle Rock Elementary 3. Evergreen Elementary 4. Evergreen Elementary 5. Maple Hill Elementary 6. Walnut Elementary 7. Walnut Elementary 8. Quail Summit Elementary 9. Quail Summit Elementary 10. Chaparral Middle School Pomona Unified School District 11. Diamond Point Elementary 12. Diamond Point Elementary 13. Golden Springs Elementary 14. Golden Springs Elementary 15. Neil Armstrong Elementary 16. Neil Armstrong Elementary 17. Lorbeer Middle School Cold Springs Lane & at front of school Castle Rock Road & Cold Springs Lane Harmony Hill Drive & Evergreen Springs Pathfinder Road & Evergreen Springs Blenbury Drive & Maple Hill Road (in front of school) Golden Springs Drive & Lemon Avenue Glenwick Drive & Lycoming Drive Quail Summit Drive & Winterwood Lane Forrest Canyon near Park (mid -block) Diamond Bar Blvd & Mountain Laurel Way Golden Springs & Sunset Crossing Road Sunset Crossing Road & Del Sol Lane Ballena Drive & Meadow Falls Drive EI Encino Drive & Prospect Valley Drive Beaverhead Dr. & Cottonwood Cove Dr. Clearview Crest Drive & Chicora Drive Diamond Bar Blvd. & Golden Springs Dr. • Evaluation of Proposals The proposals were carefully reviewed and analyzed by staff for completeness and understanding of the scope of work. A point was given if the criteria of the RFP were met: SELECTION AND RECOMMENDATION: Among other criteria, Preferred Response Security Services did not have previous crossing guard -related experience work. Staff believes that crossing guard service experience is essential to carry out the responsibility of security needed by the children who attend our public schools. Staff is recommending All City Management Services, Inc. for the contract award. Their response to the RFP included all the requirements at an hourly rate of $12.79. Staff believes that All City Management Services, Inc. will give the City, the schools, the children, and the parents continuity and reliable crossing guard services. PREPARED BY: Christian Malpica-Perez, Associate Engineer Date Prepared: May 28, 2009 REVIEWED BY: Dave .Liu Director of Public Works/City Engineer Attachment: Agreement All Preferred City Response Management Security Services Services Completeness of the proposal as required by the RFP 1 0 Company's and key service team members' experience 1 0 Company's demonstrated understanding of the scope of work 1 1 Quality of past crossing guard -related experience 1 0 Resources 1 1 Billing rates 1 1 Ability to meet with City insurance requirements 1 1 Training 1 1 References 1 1 (Staff received favorable reviews from all references for All City Management Services, Inc.) SELECTION AND RECOMMENDATION: Among other criteria, Preferred Response Security Services did not have previous crossing guard -related experience work. Staff believes that crossing guard service experience is essential to carry out the responsibility of security needed by the children who attend our public schools. Staff is recommending All City Management Services, Inc. for the contract award. Their response to the RFP included all the requirements at an hourly rate of $12.79. Staff believes that All City Management Services, Inc. will give the City, the schools, the children, and the parents continuity and reliable crossing guard services. PREPARED BY: Christian Malpica-Perez, Associate Engineer Date Prepared: May 28, 2009 REVIEWED BY: Dave .Liu Director of Public Works/City Engineer Attachment: Agreement THIS AGREEMENT is made as of June 2, 2009 by and between the City of Diamond Bar, a municipal corporation ("City") and All City Management Services Inc., ("Contractor"). RECITALS A. City desires to utilize the services of Contractor as an independent contractor to provide Crossing Guard Services to City as set forth in Exhibit "A" — City's Request for Proposal dated April 27, 2009, including all it's appendices. B. Contractor represents that it is fully qualified to perform such Crossing Guard Services by virtue of its experience, licensing and the training, education and expertise of its principals and employees. NOW, THEREFORE, in consideration of performance by the parties of the covenants and conditions herein contained, the parties hereto agree as follows: 1. Contractor's Services. A. Scope of Services. The nature and scope of the specific services to be performed by Contractor are as described in Exhibit "A" — City's Request for Proposals and Exhibit "B" — Contractor's Proposal. B. Level of Services/Time of Performance. The level of and time of the specific services to be performed by Contractor are as set forth in Exhibit "B." C. Additional or Other Services. Any propose changes in the work to be performed under this Agreement shall be made only by written amendment to this Agreement. Contractor is not authorized to undertake any work, which would result in costs, expenses, or fees in excess of the costs contained in Exhibit "A" without the express written approval of the City Manager. Should the City require the Contractor to provide additional services beyond the Scope of Work described in Exhibit "A", for services not specifically described therein, the rates and quantities shall be negotiated between the City and Contractor. 2. Term of Agreement. This Contract shall take effect July 1, 2009, and shall continue until June 30, 2012, with the option, at the City's sole discretion, to award an additional two (2) years upon successful demonstration of exemplary contract performance, unless earlier terminated pursuant to the provisions herein. However, this contract will be subject to annual reviews prior to commencement of work for the following year. This review will evaluate work performed and level of service provided. Renewal is at the City's discretion. City of Diamond Bar Page 1 3. Compensation. City agrees to compensate Contractor for each service, which Contractor performs to the satisfaction of City in compliance with the schedules set forth in Exhibit "A" and Exhibit "B". Payment will be made only after submission of proper monthly invoices in the form specified by City. 4. General Terms and Conditions. In the event of any inconsistency between the provisions of this Agreement and Contractor's proposal, the provisions of this Agreement shall control. A. Time is of the Essence — Contractor agrees to perform the services and deliver the work products provided for herein in strict accordance with any schedules set forth by the City. B. License: Standard of Care — Contractor represents and agrees that all personnel engaged by the Contractor in performing the services are and shall be fully qualified and are authorized or permitted under Federal, State, and local law to perform such services. Contractor represents and warrants to the City that it has all licenses, permits, qualifications, and approvals required to provide the services and work required to be performed by this Agreement. 1. Contractor further represents and warrants that it shall keep in effect all such licenses, permits, and other approvals during the term of this Agreement. Contractor shall perform the services under this Agreement in a skillful and competent manner and in the manner and according to the standards observed by a competent practitioner of the work in which Contractor is engaged. 2. Services provided to the City pursuant to this Agreement shall be provided in a first class and workmanlike manner conforming to the standards of quality normally provided in the field. C. Subcontracting Subject to Approval — Contractor may not subcontract any portion of the work to other persons or contractors unless expressed written approval from the City is received. D. Administration — This Agreement will be administered by the City Manager or her designee. The City Manager or her designee shall be considered the Project Administrator and shall have the authority to act for the City under this Agreement. The City Manager or her designee shall represent the City in all matters pertaining to the services to be rendered pursuant to this Agreement. E. Progress — Contractor is responsible to keep the City Manager and/or her duly authorized designee informed on a regular basis regarding the status City of Diamond Bar Page 2 and progress of the work, activities performed and planned, and any meetings that have been scheduled or are desired. F. Contractor's Records — Contractor shall keep records and invoices in connection with its work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of the City during normal business hours to examine, audit, and make transcripts or copies of such records. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of five (5) years from the date of final payment under this Agreement. 5. Addresses, City: Contractor: Jim DeStefano, City Manager City of Diamond Bar 21825 E. Copley Drive Diamond Bar, California 91765-4177 6. Status as Independent Contractor. Baron Farwell, General Manager All City Management Services, Inc. 1749 S. La Cienega Blvd. Los Angeles, CA 90035 A. Contractor is, and shall at all times remain as to City, a wholly independent contractor. Contractor shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Contractor or any of Contractor's employees, except as set forth in this Agreement. Contractor shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of City. Except as specified in writing by the City, Contractor shall have no authority, expressed or implied, to incur any obligation or liability against the City. B. 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. In the event that City is audited by any Federal or State agency regarding the independent contractor status of Contractor and the audit in any way fails to sustain the validity of a wholly independent contractor relationship between City and Contractor, then Contractor agrees to reimburse City for all costs, including accounting and attorney's fees, arising out of such audit and any appeals relating thereto. City of Diamond Bar Page 3 C. Contractor shall fully comply with the workers' compensation law regarding Contractor and Contractor's employees. Contractor further agrees to indemnify and hold City harmless from any failure of Contractor to comply with applicable worker's 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 6. 7. Standard of Performance. Contractor shall perform all work to the highest professional standards and in a manner reasonably satisfactory to the City Manager or her designee. 8. Indemnification. Contractor is skilled in the professional calling necessary to perform the services and duties agreed to be performed under this Agreement, and City is relying upon the skill and knowledge of Contractor to perform those services and duties. To the fullest extent permitted by law, Contractor hereby agrees, at its sole cost and expense, to defend, protect, indemnify, and hold harmless the City of Diamond Bar and its elected officials, officers, attorneys, agents, employees, volunteers, successors, and assigns (collectively "Indemnitees") from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to any act, failure to act, error, or omission of Contractor or any of its officers, agents, servants, employees, subcontractors, materialmen, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to this Agreement or the performance or failure to perform any term, provision, covenant, or condition of the Agreement, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent active or passive negligence by Indemnitees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Agreement and is in addition to any other rights or remedies, which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee's right to recover under this indemnity provision, and an entry of judgment against an Indemnitee shall be conclusive in favor of the Indemnitee's right to recover under this indemnity provision. Contractor shall pay Indemnitees for any attorney's fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument shall be construed to encompass (a) Indemnitees' sole negligence or willful misconduct to the limited extent that the underlying Agreement is subject to Civil Code § 2782(a) or (b) the contracting public agency's active negligence to the limited extent that the underlying Agreement is subject to Civil Code § 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages, which may have been required under the Agreement, or any additional insured endorsements, which may extend to Indemnitees. City of Diamond Bar Page 4 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants and conditions under this Section 8 shall be joint and several. 9. Insurance. Contractor shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect, with an insurance company admitted to do business in California and approved by the City (1) a policy or policies of broad -form comprehensive general liability insurance with minimum limits of $3,000,000 combined single limit coverage against any injury, death, loss or damage as a result of wrongful or negligent acts by Contractor, its officers, employees, agents, and independent contractors in performance of services under this Agreement; (2) property damage insurance with a minimum limit of $500,000; (3) automotive liability insurance, with minimum combined single limits coverage of $500,000; and (4) worker's compensation insurance with a minimum limit of $1,000,000 or the amount required by law, whichever is greater. City, its officers, employees, attorneys, and volunteers shall be named as additional insureds on the policy (ies) as to comprehensive general liability, property damage, and automotive liability. The policy (ies) as to comprehensive general liability, property damage, automobile liability, and professional liability shall provide that they are primary, and that any insurance maintained by the City shall be excess insurance only. A. All insurance policies shall provide that the insurance coverage shall not be non -renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) day's prior written notice thereof. Contractor agrees that it will not cancel, reduce or otherwise modify the insurance coverage. B. Contractor agrees that if it does not keep the insurance in full force and effect, and such insurance is available at a reasonable cost, City may take out the necessary insurance and pay the premium thereon, and the repayment thereof shall be deemed an obligation of Contractor and the cost of such insurance may be deducted, at the option of City, from payments due Contractor. C. Contractor shall submit to City (1) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (2) insurance policy endorsements indicating compliance with all other minimum insurance requirements above, not less that one (1) day prior to beginning of performance under this Agreement. Endorsements shall be executed on City's appropriate standard forms entitled "Additional Insured Endorsement". City of Diamond Bar Page 5 10. Confidentiality. Contractor in the course of its duties may have access to confidential data of City, private individuals, or employees of the City. Contractor covenants that all data, documents, discussion, or other information developed or received by Contractor or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contractor without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Contractor's covenant under this section shall survive the termination of this Agreement. 11. Ownership of Materials. All materials provided by Contractor in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. 12. Conflict of Interest. A. Contractor covenants that it presently has no interest and shall not acquire any interest, director or indirect, which may be affected by the services to be performed by Contractor under this Agreement, or which would conflict in any manner with the performance of its services hereunder. Contractor further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Contractor shall avoid the appearance of having any interest, which would conflict in any manner with the performance of its services pursuant to this Agreement. Further, the Contractor or its employees may be subject to the provisions of the California Political Reform Act of 1974 (the "Act"), which (1) requires such persons to disclose financial interest that may forseeably be materially affected by the work performed under this Agreement, and (2) prohibits such persons from making, or participating in making, decisions that will forseeably financially affected such interest. If subject to the Act, the Contractor shall conform to all requirements of the Act. Failure to do so constitutes a material breach and is grounds for termination of this Agreement by the City. B. Contractor covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of hardware or software to City as a result of the performance of this Agreement. Contractor's covenant under this section shall survive the termination of this Agreement. 13. Termination. City may terminate this Agreement with or without cause upon thirty (30) days written notice to Contractor. The effective date of termination shall be upon the date specified in the notice of termination, or, in the event no date is specified, upon the fifteenth (15th) day following delivery of the notice. In the event of such termination, City agrees to pay Contractor for services satisfactorily completed and approved prior to the effective date of termination. Immediately upon receiving written notice of termination, Contractor shall discontinue performing services. Contractor may terminate this Agreement, or any program or service provided hereunder, at least ninety (90) days in advance of such termination. If this Agreement is City of Diamond Bar Page 6 terminated by the Contractor, the Contractor shall be compensated for services satisfactorily completed and approved prior to the effective date of termination. A. Breach of Agreement — If the Contractor defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Contractor fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled by law, in equity, or under this Agreement. The failure of the City to object to any default in the performance of the terms and conditions of this Agreement shall not constitute a waiver of either that term or condition or any other term or condition of this Agreement. B. Mediation — Any dispute or controversy arising under this Agreement, or in connection with any of the terms and conditions hereof, shall be referred by the parties hereto for mediation. A third party, neutral mediation services shall be selected, as agreed upon by the parties and the costs and expenses thereof shall be borne equally by the parties hereto. In the event the parties are unable to mutually agree upon the mediator to be selected hereunder, the City Council shall select such a neutral, third party mediation service and the City Council's decision shall be final. The parties agree to utilize their good faith efforts to resolve any such dispute or controversy so submitted to mediation. It is specifically understood and agreed by the parties hereto that referral of any such dispute or controversy, and mutual good faith efforts to resolve the same thereby, shall be conditions precedent to the institution of any action or proceeding, whether at law or in equity with respect to any such dispute or controversy. 14. Personnel. Contractor represents that it has, or will secure at its own expense, all personnel required to perform the services under this Agreement. All of the services required under this Agreement will be performed by Contractor or under it supervision, and all personnel engaged in the work shall be qualified to perform such services. Contractor reserves the right to determine the assignment of its own employees to the performance of Contractor's services under this Agreement, but City reserves the right, for good cause, to require Contractor to exclude any employee from performing services on City's premises. 15. Financial Condition. Prior to entering into this Agreement, Contractor has submitted documentation acceptable to the City Manager, establishing that it is financially solvent, such that it can reasonably be expected to perform the services required by this Agreement. Within thirty (30) days of the first anniversary of the effective date of this Agreement, and each year thereafter throughout the term of this Agreement, Contractor shall submit such financial information as may be appropriate to establish to the satisfaction of the City Manager that Contractor is in at least as sound a financial position as was the case prior to entering into this Agreement. Financial City of Diamond Bar Page 7 information submitted to the City Manager shall be returned to Contractor after review and shall not be retained by City. 16. Non -Discrimination and Equal Employment Opportunity. A. Contractor shall not discriminate as to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation, in the performance of its services and duties pursuant to this Agreement, and will comply with all rules and regulations of City relating thereto. Such nondiscrimination shall include but not be limited to the following: employment, upgrading, demotion, transfers, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. B. Contractor will, in all solicitations or advertisements for employees placed by or on behalf of Contractor state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. C. Contractor will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials. 17. Assignment. Contractor shall not assign or transfer any interest in this Agreement nor the performance of any of Contractor's obligations hereunder, without the prior written consent of City, and any attempt by Contractor to so assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect. 18. Performance Evaluation. This Contract shall take effect July 1, 2009, and shall continue until June 30, 2012, with the possibility of merit renewals, unless earlier terminated pursuant to the provisions herein. However, this contract will be subject to annual reviews prior to commencement of work for the following year. This review will evaluate work performed and level of service provided. The work product required by this Agreement shall be utilized as the basis for review, and any comments or complaints received by City during the review period, either orally or in writing, shall be considered. City shall meet with Contractor prior to preparing the written report. If any noncompliance with the Agreement is found, City may direct Contractor to correct the inadequacies, or, in the alternative, may terminate this Agreement as provided herein. 19. Compliance with Laws. Contractor shall comply with all applicable laws, ordinances, codes and regulations of the federal, state, and local governments. Contractor shall keep itself informed of all State and Federal laws and regulations that in any manner affect those employed by it or in any way affect the performance of its City of Diamond Bar Page 8 services pursuant to this Agreement. The Contractor shall, at all times, observe and comply with all such laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity by reason of the failure of the Contractor to comply with this paragraph. A. To the extent that any or all of the services described in Exhibit "A" are or may be funded by other governmental entities, Contractor shall comply with all applicable rules and regulations to which the City is bound with the agencies providing the funding. 20. Non -Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Contractor constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Contractor, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default. 21. Attorney's Fees. In the event that either party to this Agreement shall commence any legal or equitable action or proceeding to enforce or interpret the provisions of this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its costs of suit, including reasonable attorney's fees and costs, including costs of expert witnesses and contractors. 22. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on (a) the day of delivery if delivered by hand during regular business hours or by facsimile before or during regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, certified; to the addresses heretofore set forth in the Agreement, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this section. 23. Governing Law. This Contract shall be interpreted, construed and enforced in accordance with the laws of the State of California. Los Angeles County shall be the venue for any legal proceedings, including mediation, arbitration, or court actions that are initiated regarding this Agreement. 24. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be the original, and all of which together shall constitute one and the same instrument. 25. Entire Agreement. This Agreement, and any other documents incorporated herein by specific reference, represent the entire and integrated agreement between Contractor and City. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by the City of Diamond Bar Page 9 parties, which expressly refers to this Agreement. Amendments on behalf of the City will only be valid if signed by the City Manager or the Mayor and attested by the City Clerk. 26. Exhibits. All exhibits referred to in this Agreement are incorporated herein by this reference. 27. Severability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above. "City" ATTEST: By: City Clerk Approved as to form: By: City Attorney CITY OF DIAMOND BAR M an Ron Everett, Mayor "CONTRACTOR" City of Diamond Bar Page 10 Request for Proposals (RFP) and Specifications Date: Department. Project Name: Proposal Due Date CROSSING GUARD SERVICES April 10, 2009 Public Works/Engineering Crossing Guard Services April 27, 2009 Proposals must be submitted to the: City of Diamond Bar Public Works/Engineering Department 21825 E. Copley Drive Diamond Bar, California 91765 Attn: David G. Liu, P.E. Director of Public Works/City Engineer PROPOSAL REQUIREMENTS Time: 10:00 a.m. A. General Invitation of Proposals The City of Diamond Bar is inviting qualified firms to submit proposals for Crossing Guard Services for a period of three (3) years commencing August 1, 2009, with the option, at the City's sole discretion, to award two (2) additional years upon successful demonstration of exemplary contract performance. The purpose of this Request for Proposals (RFP) is to have a qualified, professional and responsive firm to provide the Crossing Guard Services to the City of Diamond Bar. The Public Works/Engineering Department will administer this Agreement. Copies of the Request for Proposals may be obtained at the Public Works/Engineering Department, 21825 E. Copley Drive, Diamond Bar, California. Questions regarding the Request for Proposal should be directed to Marcy Hilario, Senior Administrative Assistant, at (909) 839-7040 or David G. Liu, Director of Public Works/City Engineer, at (909) 839-7041. Proposals will be received by the City of Diamond Bar, hereinafter called the "City," at the office of the Public Works/Engineering Department, 21825 E. Copley Drive, Diamond Bar, California 91765, until 10:00 a.m., April 27, 2009. B. Scope of Work The professional firm's services will be employed to provide high quality, timely, expertise where needed. The scope of work includes, but is not limited to the monitoring, supervising and assuring the safety of school children pedestrians who utilize street intersections and crosswalks to and from school. Contractor shall perform all work to the highest professional standards and in a manner reasonably satisfactory to the City Manager or her designee. C. Examination of Work Area Prior to submitting a proposal, proposers are responsible for familiarizing themselves with the applicable schools and locations in order to understand the site and determine the range of hours for crossing guard services. Per location, the City will compensate up to a maximum of three (3) hours per guard. Should the hours for the crossing guard services exceed the maximum, the firm must obtain prior approval from the City. Submission of a proposal shall be deemed conclusive evidence that such a tour has been made by each proposer and shall constitute a waiver by each of all claims of error in the proposal, withdrawal of the proposal, or combination thereof, under the executed agreement, or any revision thereof. As a part of its specifications, the City will provide upon request all available information, which it deems, may be of assistance to perspective proposers. It should be noted that street intersections that are to receive school crossing guard services will be determined at the sole discretion of the City of Diamond Bar. D. Basis of Award City Council is not obligated to award a contract and reserves the right to reject all proposals. If City Council determines to award a contract, it is not obligated to make the award to the low proposer. Other factors will be considered by the City Council, such as evidence of satisfactory performance under other contracts, financial condition, and such other evidence as might convince City Council that any one proposal would provide the most effective, economic and reliable service to the City. The award, if given, will be within ninety (90) calendar days after opening proposals. The City will evaluate the information submitted. The evaluation will consider but not limited to the following criteria: 1. Approach to the work including task breakdown and staffing. 2. Experience and technical competence of your firm and key people on similar projects. 3. Reports of references, and the willingness to agree to all terms of the Professional Services Agreement. 4. Fee. The City of Diamond Bar reserves the right to accept or reject any or all proposals or to waive any defects or irregularities in the proposals or selection processes. E. Execution of Agreement The agreement shall be signed by the successful proposer and returned with the required insurance within ten (10) days, not including Sundays and legal holidays, after the City has provided written notice that the contract has been awarded. Failure to execute agreement and file acceptable insurance documents as provided herein shall be just cause, at City option, for annulment of the contract award. Should the successful proposer decline to execute a contract, City Council has the option to either reject all proposals and call for new proposals or accept one of the other proposals. F. Qualifications of Proposers All proposers shall furnish satisfactory evidence to the City that they have operated or are presently operating a crossing guard service of the type similar to the operation described herein. If they have not operated such a system, they must show that they have had sufficient experience in comparable fields or employ qualified personnel to comply with the requirements of this agreement. 1. Work History/Experience: In order to determine the eligibility of the proposers, proposers shall submit a work history listing of other public entities for whom the proposer has performed similar work, including names, addresses, fax and telephone numbers. Existing services will be subject to inspection by the City. Proposers without the experiences herein described but with sufficient experience in a comparable field should show that they will have responsible management personnel who are qualified to plan, supervise, direct, and operate the service delineated in the specifications and contract. 2. Key Personnel: As an attachment to the proposal, all proposers shall include a listing, with qualifications, of personnel who have had experience in supervising, school crossing guards, and other employees who will be associated with the service. Also provide resumes of the key personnel involved with this service. For the project manager, include information for three recent services. 3. Services: Discuss the methods and procedures that will be used in providing the service and also as required in Other Specifications (below). 4. Equipment: As an attachment to the proposal, all proposers shall provide a list of all equipment to be used by the crossing guards. The City requires that the Contractor furnishes safety-reflectorized vests, stop signs, whistles, rain gears and identification badges. The City of Diamond Bar requires three cones per the crosswalk, one in the middle and one at each curb. 5. Employees: Contractor agrees that all individuals employed in this program will be employees of Contractor and Contractor will provide recruitment, hiring, and firing of employees. A Pre-employment Screening Program shall include: • Employment Reference Check • No prior felony convictions • Criminal background check/fingerprinting service for school crossing guards to be performed • Social Security Verification • Only documented, authorized Contractor employees are eligible to work or permitted on or in City facilities (Verification of INS 9 forms must be approved by City upon request) Contractor will ensure each individual is able to effectively comprehend and communicate in English; be in good physical and mental health (a medical history questionnaire is completed); individual is to provide their own transportation and work flexible hours. Employees are required to wear safety-reflectorized vests (provided by Contractor) while on duty. The Contractor shall investigate all public complaints concerning crossing guard services. In the event of a complaint, the Contractor shall contact the City of Diamond Bar, Public Works/Engineering Department, at (909) 839- 7040, within two (2) hours to advise status of remedy/resolution of said complaint. Contractor shall furnish a written report of the incident to City of Diamond Bar Public Works/Engineering Department within five (5) business days after the occurrence. 6. Payroll: Contractor, including the actual processing/distribution of payroll checks, processing payroll reports, etc. will handle all payroll services. 7. Training Session: The Contractor shall provide a minimum of three (3) one hour training sessions for all employees hired as crossing guards for the City of Diamond Bar in traffic measures to be used in conjunction with their crossing guard duties. Contractor must provide all employees a Training Manual that governs the Crossing Guard Program and a copy to the City of Diamond Bar. A signed Affidavit by each employee shall be forwarded to the City at the end of the training. A copy of the training manual shall be included in the Proposal. 8. Financial Responsibility: All proposers shall be required to demonstrate to the satisfaction of the City that they have adequate financial resources to perform the services required by these specifications. No contract will be awarded to any proposer who, as determined by the City, has an unsatisfactory performance record or inadequate experience, or who at any time lacks the necessary financial resources to provide the services in strict accordance with the specifications. G. Other Specifications 1. Depending on each school's schedule, the firm is expected to assure and enforce safety and proper street crossing of school children. 2. Contractor shall designate one (1) of the Guards as a Supervisor and provide names, addresses and telephone numbers of at least one (1) Alternate during the term of the Agreement. Contractor must provide names, addresses and telephone numbers of all Guards. 3. On a monthly basis, the City of Diamond Bar requires supervisors to meet with school representatives for evaluation and comments, and City staff to assess and discuss existing problems that may have occurred. A monthly report, to be approved by the City, is to be submitted at the end of each month. 4. Contractor shall schedule an orientation meeting with the City of Diamond Bar personnel to coordinate the requirements of the Agreement no later than one week prior to the commencement of the Contract. Contractor shall contact Marcy Hilario, Senior Administrative Assistant, at (909) 839-7040. 5. Contractor agrees to permit City of Diamond Bar to inspect its records with respect to services performed pursuant to the Agreement upon giving reasonable notice. 6. The Contractor must perform drug -screening test, and incorporate a written Corporate Policy on your organization's "Drug and Alcohol Free Environment." 7. Locations: Per the locations below, the City will compensate up to a maximum of three (3) hours per guard. Should the hours for the crossing guard services exceed, the firm must obtain prior approval from the City. Diamond Bar Crossing Guard Locations, Revised August 21, 2007 School Walnut Valley Unified School District 1. Castle Rock Elementary 2. Castle Rock Elementary 3. Evergreen Elementary 4. Evergreen Elementary 5. Maple Hill Elementary 6. Walnut Elementary 7. Walnut Elementary 8. Quail Summit Elementary 9. Quail Summit Elementary 10. Chaparral Middle School Pomona Unified School District 11. Diamond Point Elementary 12. Diamond Point Elementary 13. Golden Springs Elementary 14. Golden Springs Elementary 15. Neal Armstrong Elementary 16. Neal Armstrong Elementary 17. Lorbeer Middle School Location Cold Springs Lane & at front of school Castle Rock Road & Cold Spring Lane Harmony Hill Drive & Evergreen Springs Pathfinder Road & Evergreen Springs Blenbury Drive & Maple Hill Road Golden Springs Drive & Lemon Avenue Glenwick Drive & Lycoming Drive Quail Summit Drive & Winterwood Lane Forrest Canyon near Park (mid -block) Diamond Bar Blvd & Mountain Laurel Way Golden Springs Drive & Sunset Crossing Road Sunset Crossing Road & Del Sol Lane Ballena Drive & Meadows Falls Drive EI Encino Drive & Prospect Valley Drive Beaverhead Drive & Cottonwood Cove Dr Clearview Crest Drive & Chicora Drive Diamond Bar Boulevard & Golden Springs 8. Added and Deleted Locations: It is the intent of this contract to provide for school day coverage of the listed locations. Locations initially included in the schedule that are vacated by the order of the City Council will be deleted from the list and the affected location deleted from the contract. Other additions and/or deletions of locations will be at the same hourly rate and daily hours allowed per location and the City Manager or her designee will allow appropriate adjustments subject to approval. H. Claim for Payment The Contractor shall submit a claim for payment to the City Manager or her designee every fourth week commencing with the fifth week for work completed during the previous 4 -week period. The claim shall enumerate the crossing guard services with supporting documents indicating the crossing guard the location and hours worked, any authorized additions and deletions (holidays) or additional work ordered by the City Manager or her designee. The claim, when submitted by the Contractor, shall constitute certification under penalty of perjury that the work claimed for payment was completed in accordance with the terms of the contract. Term of Agreement This Contract shall take effect July 1, 2009, and shall continue until June 30, 2012, with the option, at the City's sole discretion, to award two (2) additional years upon successful demonstration of exemplary contract performance, unless earlier terminated pursuant to the provisions herein. However, this contract will be subject to annual reviews prior to commencement of work for the following year. This review will evaluate work performed and level of service provided. Renewal is at the City's discretion. J. Termination of Contract Notwithstanding any other provision(s) of the Agreement, the City may terminate this Agreement with or without cause upon thirty (30) days written notice to Contractor. The effective date of termination shall be upon the date specified in the notice of termination, or, in the event no date is specified, upon the fifteenth (15th) day following delivery of the notice. In the event of such termination, City agrees to pay Contractor for services satisfactorily completed and approved prior to the effective date of termination. Immediately upon receiving written notice of termination, Contractor shall discontinue performing services. Contractor may terminate this Agreement, or any program or service provided hereunder, at least ninety (90) days in advance of such termination. If the Contractor terminates this Agreement, the Contractor shall be compensated for services satisfactorily completed and approved prior to the effective date of termination. K. Indemnification/Insurance See attached Agreement. L. Proposal Format and Content In addition to reading and understanding the requirements of Proposal Requirements, A -K, each proposal shall contain the following and be submitted using the same sequence. To preserve uniformity and to facilitate the award of a contract, all proposals must include the "Proposal Form" provided (Appendix "A"). However, supplementary sheets should be added as necessary to supplement and clarify responses to this Request for Proposal. Failure to use City form shall be grounds for non -consideration of the proposal. In addition, all proposals must comply with the following: 1. All submittals must meet the requirements set forth in the Request for Proposal. 2. All proposals must be submitted in a sealed envelope, addressed to the City at the above -referenced address. Each sealed envelope containing an Original Proposal and three (3) copies must be plainly marked on the outside as "Crossing Guard Services" with Contractor's name, address, and his/her license number, if applicable. If forwarded by mail, the sealed envelope containing the Proposal must be enclosed in another envelope addressed to the City of Diamond Bar, c/o Public Works/Engineering Department, 21825 E. Copley Drive, Diamond Bar, California, 91765. 3. A statement that this RFP shall be incorporated in its entirety as a part of the Contractor's quote. 4. A statement that this RFP with all of it's Appendix and the Contractor's proposal will jointly become the Scope of Work (Exhibit "A" and Exhibit "B" of the contract agreement) for this project. 5. A written statement of your firm's willingness to accept the terms of the agreement. 6. A statement that the services to be provided, and fees therein, will be in accordance with the City's RFP. 7. A single and separate section with the heading "Exceptions to the City's Request for Proposals" containing a complete and detailed description of all of the exceptions to the provisions and conditions of this RFP upon which the Contractor's proposal is contingent and which shall take precedent over this RFP. 8. A written statement by the Contractor that all federal laws and regulations shall be adhered to notwithstanding any state or local laws and regulations. In case of conflict between federal, state, or local laws or regulations, the strictest shall be adhered to. 9. A written statement by the Contractor shall allow all authorized federal, state, county, and the City of Diamond Bar officials access to place of work, books,' documents, papers, fiscal, payroll materials, and other relevant contract records pertinent to this project. All relevant records shall be retained for at least five (5) years. 10.A written statement that the Contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. 11.A written statement that the Contractor shall comply with the California Labor Code. 12.A written statement that the Contractor shall comply with the Copeland Anti - kickback Act (18 USC 874 C) and the implementation regulation (29 CFR 3) issued pursuant thereto, and any amendments thereof. 13.A copy of the training manual shall be included in the Proposal. 14.A Statement of Qualifications as explained in Proposal Requirements, F and G, incorporated into the completed Attachment "A." All figures and notations must be typed or written in ink. Penciled proposals are not acceptable. l r U PROPOSALFORM CROSSING GUARD SERVICES The undersigned as proposer declares that he has carefully examined the location of the proposed work, that he has examined the Specifications and read the accompanying instructions to proposers, and hereby proposes and agrees, if the proposal is accepted, to furnish all labor and equipment and do all work required by Specifications and Agreement. Name of Company: Address: Phone/fax: Contact Person: Years in business: The undersigned proposer further understands that the City of Diamond Bar, California reserves the right to award all or any part of this bid without any obligation to the City. The City also reserves the right to waive any informality in proposals. Proper Name of Bidder n Print Dated: Signature of Bidder 1. Approach to the work including task breakdown and staffing. 2. Experience and technical competence of your firm and key people on similar projects of equal complexity. 3. References: List of Four (4), including Agency, contact person, address, and phone number. 4. Resource Requirements and Fee Schedule/Hourly Rate Provide a man-hour and fee estimate for locations identified and hourly rates of all personnel assigned to the project. These rates will be used to negotiate any additional work the City may request. AHC'q,'7 Mlanaigement Services, Inc. School Crossing Guard Services tty Gf Dflamaond Bay`. Submitted to: David G Liu, P.E. Submitted by: Baron Farwell "Ti &F Cyom?iyMf) Cyr yd C empamf 1749 S. La Cienega ,Blvd. - Los Angeles, CA 90035 ® 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 April 27, 2009 City of Diamond Bar Public Works/Engineering Department Attn: David G. Liu, P.E. Director of Public Works/City Engineering 21825 E. Copley Drive Diamond Bar, CA 91765 Re: Request for Proposal (RFP), Diamond Bar Crossing Guard Services Dear David G. Liu, P.E.; On behalf of All City Management Services, Inc. (ACMS), I would like to express our sincere appreciation for the opportunity to continue to service the City of Lawndale School Crossing Guard Program. We have received the Request for Proposal (RFP) along with the supporting documents. I have read and reviewed all the terms and conditions of the aforementioned RFP and agree to all the terns and requirements as set forth as follows: ® This RFP shall be incorporated in it's entirely as a part of ACMS's (All City Management Services) quote. • This RFP with all of its Appendix and ACMS's proposal will jointly become the Scope of Work (Exhibit "A" and Exhibit "B" of the contract agreement) for this project. • ACMS is willing to accept all of the terns of this agreement. • The services to be provided, and fees therein, will be in accordance with the City's RFP. • ACMS shall abide by all federal laws and regulations notwithstanding any state or local laws and regulations. In case of conflict between federal, state, or local laws or regulations, the strictest shall be adhered to. • ACMS shall allow all authorized federal, state, county, and the City of Diamond Bar officials access to place of work, books, documents, papers, fiscal, payroll materials, and other relevant contract records pertinent to this project. All relevant records shall be retained for at least five (5) years. • ACMS will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. • ACMS shall comply with the California Labor Code. "Me Crrosrshg C malyd compamy" 1749 S. La Cienega Blvd. m Los Angeles, CA 90035 ® 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 ® ACMS shall comply with the Copeland Anti -kickback Act (18 USC 874 C) and the implementation regulation (29 CPR 3) issued pursuant thereto, and any amendments thereof. Our bid and all offers pertaining to it will remain in effect for not less than 90 days from April 27, 2009. All City Management Services Inc. (ACMS) is a California Corporation, incorporated 24 years ago. We are the only Corporation specifically and exclusively providing School Crossing Guard Services in California. Currently we employ over 2,400 School Crossing Guards throughout California. We are very proud of our excellent safety record and our ability to meet the staffing needs of the program. Please "nclosed the required Bid documents and supporting forms. All City Management Services (ACMS) 1749 South La Cienega Blvd Los Angeles, CA 90035 (310)202-8284 (Office) "710 01r©mn,mg (2-w7d, C ompamy" 1749 S. La Cienega Blvd. m Los Angeles, CA 90035 a 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 Attachment "A" F(1) Work History/Experience: In order to determine the eligibility of the proposers, proposers shall submit a work history listing of other public entities for whom the proposer has performed similar work, including names, addresses, fax and telephone numbers. City of Bellflower Joel Hockman, Director of Public Safety 16600 Civic Center Drive Bellflower, CA 90706 562-925-0124 (Office) 562-804-7873(Fax) Chino Valley Unified School District Carol Vernava, Director of Purchasing 5130 Riverside Drive Chino, CA 91710-4130 909-628-1201 x1226 (Office) 909-548-6014 (Fax) City of Ontario Police Department Sergeant Gene Eberhardt 2500 South Archibald Ontario, CA 91761 909-395-2514 (Office) 909-395-2718 (Fax) City of Bolling Bills Estates Ellen Shinkai, Human Resources Analyst 4045 Palos Verdes Drive North Rolling Hills Estates, CA 90274 310-377-1577 ext. 108 (Office) 310-377-4468(Fax) "T"t e Ctponnhg G% wad, Compamy" 1749 S. La Cienega Blvd. ® Los Angeles, CA 90035 s 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 F'(2) Key Personnel: As an attachment to the proposal, all proposers shall include a listing, with qualifications, of personnel who have had experience in supervising, school crossing guards, and other employees who will be associated with the service. Ms. Pat Pohl is the Operations Manager with over 15 years of total experience with ACNIS. or resume please see Attachment F62a)) 1749 S. La Cienega Blvd. ® Los Angeles, CA 90035 0 310-202-8284 m 800-540-9290 © FAX 310-202-8325 Attachment F(2a Resume: Patricia J. Pohl, Operations Manager ALL CITY MANAGEMENT SERVICES, INC. Operations Manager -1998 to Present: Responsible for management of field operations company -wide. Responsible for the development and implementation of Certification and Safety Training Programs for all School Crossing Guards. Safety Supervisor -1996 to 1998 Responsible for the development and instruction of all Safety Training information. Worked with Area Supervisors to institute Safety measures at intersections company -wide. Area Supervisor. 1994 to 1996 Responsible for hiring, training, supervising, coordinating and scheduling 35-40 School Crossing Guards. Worked with Schools to resolve problems and coordinate Crossing Guard schedules. SADDLEBACK VALLEY UNIFIED SCHOOL DISTRICT, Mission Viejo Substitute Office Clerk -1986 to 1994 Employed on an as needed basis. Also served as a volunteer at the site and district levels. Elected by parent population as their representative on various School Site Councils for six consecutive years. Continue to serve in this capacity. SPIEGEL CATALOG, Atlanta, Georgia Customer Service Representative 1983 to 1985 Assisted customers and placed catalog orders for a large international catalog merchandising company. GINO'S INC. / PHIL MAR INC., King of Prussia, Pennsylvania Restaurant Manager 1981 to 1983 -Responsible for all aspects of fast food unit including hiring, training and scheduling of hourly employees, budget controls, ordering and receiving all supplies, cash controls, quality control, employee evaluations, public relations, etc. Consistently received "outstanding" evaluations. IOWA STATE UNIVERSITY, Ames, Iowa Administrative Assistant. 1974 to 1979 Assisted director of a large mid -western university placement office. Coordinated visits of corporate recruiters, counseled students, initiated correspondence, recorded and tabulated statistical data for national reports as well as being responsible for day to day office functions. South Kortright Central High School, South Kortright NY Graduated in upper 10% of class with Regent's Diploma. College preparatory courses. Technical Training: School of Inhalation Therapy, Fox Hospital, Oneonta, NY F(3) Services: Discuss the methods and procedures that will be used in providing the service and also as required in Other Specifications. Training has been a cornerstone in the development and expansion of ALMS. We continue to learn and to incorporate new methods and standards of training into our organization. Our goal has been to elevate the level of and accountability for training throughout our organization. We continue to revise and update our training program, procedures and monitor our results. All School Crossing Guards working for ACMS benefit from initial and ongoing one-on- one training. Our training begins by giving all Crossing Guards a clear understanding of the goals, expectations and responsibilities of a School Crossing Guard. To that end, we have consolidated over 20 years of experiences and information into our "Employee Handbook for School Crossing Guards". This manual infornis and instructs Crossing Guards on a variety of issues including personal conduct, crossing procedures, professional responsibility, emergency procedures, training requirements and problem resolution. Each new and prospective Crossing Guard is issued the handbook to begin the training portion of the meeting. This is followed by the opportunity to verbally review policy and procedures as well as address any questions resulting from the written information. Field training follows and is conducted under actual conditions. This is achieved by the new employee working directly with the local supervisor at an assigned post. The supervisor reviews and demonstrates repeatedly until the new employee understands the procedures. The trainee then practices (with the supervisor in attendance) until both are satisfied that the safety standards are being consistently met. Approximately ten days after their initial training, employees are required to take and pass a written test. This test is an assessment of their ability to understand and retain basic safety information. Their field performance is also formally reviewed at this time with the completion of a Site Performance Evaluation (see Exhibit "A"). This evaluation process is ongoing and requires supervisors and guards to engage in continued assessment and retraining on a regular basis. Additionally, all employees are supplied with a Field Training Card (see Exhibit "B") to be carried with there at all rimes. Employees are instructed and reminded to refer to these cards regularly as they serve as an important and convenient tool for field review of safety procedures. Within the first year of employment all Crossing Guards must also complete Safety Certification. This is a two-part test consisting of a written test and a field observation. The written test is offered at various locations and times throughout the year. Each employee must receive a score of 74% or better to successfully pass the written portion of "T'I Cf CTO) gmg C77ndatrdl CC®M�palMY 1749 S. La Cienega Blvd. e Los Angeles, CA 90035 ® 310-202-8284 © 800-540-9290 ® FAX 310-202-8325 the test. Upon successful completion of the written exam each employee is scheduled for a field observation. The field observation is an unannounced visit by a Safety Supervisor or Area Supervisor to observe the Crossing Guard while pedestrians are crossing. Completion of Safety Certification allows a Crossing Guard to receive any raises that are available in their department. Safety Certification is now valid for 5 years. While risk is an evasive concept, we are confident that the measures we have instituted for training have substantially improved our programs and reduced the risk and incidence of accidents involving our Crossing Guards, the pedestrians and ultimately the Agencies we service. 66T"Ne 01'�®Eswghg Grzo-dl (Company" 1749 S. La Cienega Blvd. - Los Angeles, CA 90035 ® 310-202-8284 e 800-540-9290 ® FAX 310-202-8325 Employee 6ite Performance 1t Dept Code 0 = SELDOM: Employee seldom performs the task at an acceptable level to meet position standards. Improvement in performance is necessary. 5 = USUALLY: Employee usually performs the task at an acceptable level to meet position standards. Performance demonstrates attention to duty but improvement is possible. 10 = ALWAYS: Employee consistently performs the task at a level that meets or exceeds position standards. Performance is fully acceptable and demonstrates superior commitment to duties. A. PERSONAL CONDUCT AND SAFETY 1. Does guard report to work on time and remain at their location for the entire scheduled shift? 0 5 10 2. Does guard give adequate notice in advance of requesting time off? 3. is guard alert, attentive (no phone, reading, visitors, etc.) and visible at intersection when not actively crossing? 4. Is guard wearing company -issued high visibility hat? 5. Is guard otherwise properly uniformed (clean vest, proper shoes and clothing, whistle, ID badge)? 6. Does guard demonstrate the necessary strength and agility to perform job safely? 7. Does guard demonstrate goodjudgment in assessing vehicle speeds, distances and threats? B. PEDESTRIAN SAF'ET'Y I. Are all pedestrians given instructions to look both ways before leaving the curb? 2. Are all pedestrians kept on the curb until the guard takes control of the intersection? 3. Are all pedestrians brought into the street with voice signal only? 4. Does guard control use of bicycles, scooters, skateboards and/or rollerblades in crosswalk? 5. Does guard have all pedestrians on opposite curb before leaving intersection? 6. Does guard cross all pedestrians who allow themselves to be crossed safely? C. INTERSECTION CONTROL I . Does guard wait for prompt signal or adequate break in traffic before starting the cross? 2. Does guard look left -right -left for vehicles before stepping from curb? 3. Does guard continue to look in all directions for vehicles entering the crosswalk during the entire cross? 4. Is guard positioned at edge of the crosswalk nearest to (and facing) the center of the intersection? 5. Does guard enter the intersection far enough to assume and maintain control over vehicles? 6. Does guard use two-handed cross with free hand extended in stop signal to control pedestrians and vehicles? 7. Does guard refrain from hand signals and give voice commands only to pedestrians? 8. Does guard hold the STOP sign high above their head for entire time they are in the intersection? 9. Does guard refrain from directing traffic under all circumstances? Excellent =180 to 220 points Average =100 to 175 points Failed =Below 100 points TOTAL: (with no "O's-) I have discussed the above performance evaluation with my supervisor. I understand that if I disagree with this evaluation, I may submit a letter stating my own opinions. Employee's Signature Date Supervisor's Signature Date REV: 08-05 Exhibit "B" ALL CITY MANAGEMENT SERVICES, INC. FIELD TRAINING CARD L Cross all pedestrians who allow you to cross them safely. If they follow your instructions, they can be crossed safely. 2. Give all pedestrians instructions to wait until called. 3. Give all pedestrians instructions to "look both ways". 4. Give students instructions to walk bikes, skateboards, etc. 5. Wait for ped signal or break in traffic before leaving curb. 6. Look LEFT -RIGHT -LEFT before leaving curb. 7. Ensure students wait on curb until called into intersection. Before leaving the curb you must ask them to wait and hold Up your hand in a "STOP" command. 8. Use two-handed cross with sign over head and free hand extended and showing the STOP signal. 9. Take position along the edge of the crosswalk nearest to (and primarily facing) the center of intersection. 10. Bring pedestrians into crosswalk with verbal command only — no hand signals to move forward. 11. Prevent vehicles from entering crosswalk with extra attention to the dangers of vehicles that are turning. 12. Remain in crosswalk and control vehicles until pedestrians are safely on curb. 13. Keep holding STOP sign above head until back on curb. 14. Use whistle for EMERGENCY only — one long blast. 15. Never direct traffic — all visible signals are STOP only. REV: 7-08 F(4) Eouiosment: As an attachment to the proposal, all proposers shall provide a list of all equipment to be used by the crossing guards. ® Raingear ® 18" Stop Sign ® High Visibility Vest ® Identification Badge ® Unifonn Hat ® Unifornn Visor 6 Whistle "Mw Cy©agng GuCord compQlmy" 1749 S. La Cienega Blvd. m Los Angeles, CA 90035 a 310-202-8284 ® 800-540-9290 m FAX 310-202-8325 Appendix "A" PROPOSALFORM CROSSING GUARD SERVICES The undersigned as proposer declares that he has carefully examined the location of the proposed work, that he has examined the Specifications and read the accompanying instructions to proposers, and hereby proposes and agrees, if the proposal is accepted, to furnish all labor and equipment and do all work required by Specifications and Agreement. Name of Company: All City Management services Address: 1749 La Cienega B1., Los Angeles, CA 90035 Phone/fax: (310)202-8284 Contact Person: Baron Farwell, General Manager Years in business: 24 years The undersigned proposer further understands that the City of Diamond Bar, California reserves the right to award all or any part of this bid without any obligation to the City. The City also reserves the right to waive any informality in proposals. Proper Name of Bidder Baron Farwell Print 0 04/27/2009 1. Approach to the work including task breakdown and staffing. 2. Experience and technical competence of your firm and key people on similar projects of equal complexity. 3. References: List of Four (4), including Agency, contact person, address, and phone number. 4. Resource Requirements and Fee Schedule/Hourly Rate Provide a man-hour and fee estimate for locations identified and hourly rates of all personnel assigned to the project. These rates will be used to negotiate any additional work the City may request. 661 The privatization and management of a School Crossing Guard program involves several functions. The following is a summary of our general operational plan for initiating and managing a School Crossing Guard Program. Specifically we will address our orientation, training, recruitment, staffing and management plans for Crossing Guard Programs. In assuming control of a Crossing Guard Program we first set-up an orientation and training meeting. The orientation and training meeting will be the first opportunity we have to meet the new and prospective employees collectively and address the issues, concerns or questions they may have. All current and sometimes prospective guards are invited to this 3 to 4 hour meeting. During this orientation we will discuss, our company history, our family of Crossing Guard programs and the impending transition in the management of the Crossing Guard Program. We will spend as much time as necessary to address the issues and questions raised by all prospective employees. In taking on any Crossing Guard Program our initial objective is to maintain as much continuity in the program as possible. We accomplish this by securing the work location and maintaining the compensation rates for all current Crossing Guards. We value the experiences and understanding of the Crossing Guards currently working in each program we manage. As such, we typically hope for 100% retention of all the Crossing Guards currently working for the program. Much of our success with individual programs is a result of the experience and knowledge these Crossing Guards bring to ACME. After the initial orientation we distribute and assist in the completion of all ALMS employment forms. Once all employment forms have been collected we proceed with a training session for all current and prospective Crossing Guards. Once this initial training is completed uniforms and equipment are distributed and supervisory information is decimated. This completes our transition meeting and guards should be prepared to return to duty as ACMS Guards. Our ability to effectively staff a Crossing Guard Program remains a fundamental benefit that ALMS brings to most Crossing Guard Programs. Staffing sites is one of the primary responsibilities of the Area Supervisors. They are trained to continuously recruit and train prospective Crossing Guards. New recruits are first processed and submitted to the Department of Justice for background clearance. Supervisors are also responsible for coordinating the staffing for all sites under their 6671) e Cp©anhg Gyoa7d (Comr¢Ipamy" 1749 S. La Cienega Blvd. e Los Angeles, CA 90035 ® 310-202-8284 ® 800-540-9290 e FAX 310-202-8325 supervision. As part of our staffing strategy Area Supervisors aggressively enforce the following policies and procedures for Crossing Guards. ® Supervisors must maintain an adequate alternate or substitute guard roster. We encourage at least a 5 to 1 ratio of sites versus alternate guards ® We require any guard not reporting for duty to notify the Area Supervisor as early as possible and at least one (1) hour prior to their starting time. o Our employee policy is "No call, No show, No Job" Throughout our training we emphasize the importance of insuring the safety of children by our presence. As such, we cannot allow the children's safety to be compromised by failing to call or show for duty. Supervisor Teams- Another strategy we put in place in 2005 was to form Area Supervisor "Teams." Area Supervisors are grouped together by their geographic location. These Teams meet every quarter and team members are encouraged to work together. This cooperative effort allows them to share alternate guards with each other. This has resulted in alternates guards getting more hours as they are "shared" with other Supervisors. Consequently, we are able to retain a more stable group of alternate guards. Our operational staffing consists of Field Supervisors, Area Supervisors, Safety Supervisors, Assistant Operations Managers, an Operations Manager and a General Manager. All Assistant Operations Managers the Operations Manager and the General Manager have over 10 years experience with ALMS. The following is a brief synopsis of the respective duties of each: Field Supervisors: work under the direction of the Area Supervisor. They may train new hires, do site visits, conduct Site Performance Evaluations and/or retrain Crossing Guards. Area Supervisors have the authority to use Field Supervisors in a variety of ways to extend their supervisory ability. Area Supervisors: handle from 10 to 80 Crossing Guards depending upon the schedules, density and geographical distribution of the sites in their area. They typically hire, train and staff for all the sites they oversee. Area Supervisors are responsible for insuring each employee receives the Site Performance Evaluations and completes the written portion of the Certification Test. All Area Supervisors report directly to an Assistant Operations Manager. Safety Training Managers: Are usually promoted from either a Crossing Guard or Area Supervisor position by the Operations Manager. They assist in the development and implementation of Training and Safety Certification. They may assist Area Supervisors in conducting Site Performance Evaluations and training within designated geographical 1749 S. La Cienega Blvd. ® Los Angeles, CA 90035 a 310-202-8284 - 800-540-9290 - FAX 310-202-8325 areas. Safety Supervisors often perform random safety inspections under the direction of the Assistant Operations Manager. Assistant Operations Managers: Work under the direction of the Operations Manager to provide training and support for all supervisory personnel. Assists in the hiring of all Area Supervisors and Field Supervisors. Assists in the development and implementation of training plans and information. Oversees the day to day functions of Area Supervisors. Reports directly to the Operations Manager. Operations Manager: Responsible for the development and implementation of all training programs, safety instruction and information. Assist in hiring all Area Supervisors and confirms the promotion of all Field and Safety Supervisors. She provides the initial training and orientation for all new programs. Oversees the day to day activities of all the Assistant Operations Managers. General Manager: Responsible for overall contract compliance. Works with the Operations Manager on the development of training programs and techniques. Coordinates the administrative flow of information between operations and office staff. 1749 S. La Cienega Blvd. - Los Angeles, CA 90035 a 310-202-8284 ® 800-540-9290 - FAX 310-202-8325 2. Experience and technical competence qf your firm and Ivey people on similar projects of equal complexity. All City Management Services, Inc. (ACMS), is a California Corporation founded in 1984 and based in Los Angeles. ACMS has become the largest provider of School Crossing Guard services, serving over 100 cities, counties and school districts state-wide. We have successfully privatized both large and small Crossing Guard Programs in Northern and Southern California, currently employing over 2,400 Crossing Guards. One defining issue that distinguishes ACMS is that we are the only company in California that exclusively provides School Crossing Guard Services. It is this single- mindedness that has helped us to focus our management, supervision, training, rewards and recognition on this unique occupation we call Crossing Guards. Ultimately, our clients become the beneficiaries of our single-minded approach toward this industry. The heart of our business is in assuming responsibility for the task, responsibility and challenges of conducting a successful Crossing Guard Program. Toward that end, we assume complete responsibility for each Crossing Guard Program we manage. The Crossing Guards become our employees and we are responsible for; recruitment, hiring, background clearance, training, payroll, coordinating substitutes, supervision, resolving problems, communicating with schools and safety inspections. With over 20 years of experience ACMS leads the Crossing Guard Industry in the development of Crossing Guard standards for training, supervision and safety. Each program we have taken on has brought us a wealth of infonnation, experiences a unique set of issues and challenges. More importantly, we have been able to articulate these challenges and experiences into our training, policies and procedures to benefit all Crossing Guards in other cities we service. Historically, we were the only company to actively seek and support legislation to establish statewide requirements and standards for all School Crossing Guards. Looking forward, we are currently working with several cities in the design, development and use of innovative traffic and safety devices. No program is too large or too small. We currently handle several programs that maintain only one Crossing Guard, while we conversely handle programs with over 200 Crossing Guards. Our goal with either size is to consistently provide the highest level of professional service while maintaining an efficient and responsive organization. 66T"10 Cr©ndmg (Tw7dl congamy" 1749 S. La Coenega Blvd. - Los Angeles, CA 90035 -310-202-8284 ® 800-540-9290 - FAX 310-202-8325 3. References: List of Four (4), including Agency, contact person, address and phone number. City of Bellflower Joel Heckman, Director of Public Safety 16600 Civic Center Drive Bellflower, CA 90706 562-925-0124 (Office) 562-804-7873 (Fax) Chino Valley Unified School District Carol Vernava, Director of Purchasing 5130 Riverside Drive Chino, CA 91710-4130 909-628-1201 x1226 (Office) 909-548-6014 (Fax) City of Ontario Police Department Sergeant Gene Eberhardt 2500 South Archibald Ontario, CA 91761 909-395-2514 (Office) 909-395-2718 (Fax) City of Rolling Bills Estates Ellen Shinkai, Human Resources Analyst 4045 Palos Verdes Drive North Rolling Hills Estates, CA 90274 310-377-1577 ext. 108 (Office) 310-377-4468(Fax) 66213 Czronnhg Grza'°dl Compaimy" 1749 S. La Cienega Blvd. - Las Angeles, CA 90035 ® 310-202-8284 m 800-540-9290 - FAX 310-202-8325 11�IL (�,Ilil� ►1 ' i� � __TF.►�1 i _.r_ �..1,_ �1--�..._.: 4. Resource Requirements and Fee Schedule/Hourly hate Provide a man-hour arnd fee estimate for locations identified and hourly rates of all personnel assigned to the project These rates will be used to negotiate any additional work the City may request. As a full service contractor, the hourly rate quoted is a fully loaded rate, meaning all of our costs are included in the proposed hourly billing rate. This would include but be not limited to; recruitment, background clearance, training, equipment, insurance, supervision and management of the Malibu Crossing Guard Program. Proposed Hourly Billing Rate: Twelve Dollars and Seventy -Nine Cents ($12.79) per hour, per guard with a minimum of three (3) hours, per site, per school day. ACME will provide Crossing Guards to the following schools as requested in the RFP: C>rongbmg (owzri Canpam y99 1749 S. La Cienega Blvd. a Los Angeles, CA 90035 a 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 School Name Intersection School District Castle Rock Elementary Cold Springs Lane& At Front Of School Walnut Valley Unified Castle Rock Elementary Castle Rock Road & Cold Spring Lane Walnut Valley Unified Evergreen Elementary Harmony Hill Drive & Evergreen Springs Walnut Valley Unified Evergreen Elementary Pathfinder Road & Evergreen Springs Walnut Valley Unified Maple Hill Elementary Blenbury Drive & Maple Hill Road Walnut Valley Unified Walnut Elementary Golden Springs Drive & Lemon Avenue Walnut Valley Unified Walnut Elementary Glenwick Drive & Lycoming Drive Walnut Valley Unified Quail Summit Elementary Quail Summit Drive & Winterwood Lane Walnut Valley Unified Quail Summit Elementary Forrest Canyon near Park (mid -block) Walnut Valley Unified Chaparral Middle School Diamond Bar Blvd & Mountain Laurel Way Walnut Valley Unified Diamond Point Elementary Golden Springs Drive & Sunset Crossing Pomona Unified Diamond Point Elementary Sunset Crossing Road & Del Sol Lane Pomona Unified Golden Springs Elementary Ballena Drive & Meadows Falls Drive Pomona Unified Golden Springs Elementary EI Encino Drive & Prospect Valley Drive Pomona Unified Neal Armstrong Elementary Beaverhead Drive & Cottonwood Cove Drive Pomona Unified Neal Armstrong Elementary Clearview Crest Drive & Chicora Drive Pomona Unified Lorbeer Middle School Diamond Bar Blvd & Golden Springs Pomona Unified C>rongbmg (owzri Canpam y99 1749 S. La Cienega Blvd. a Los Angeles, CA 90035 a 310-202-8284 ® 800-540-9290 ® FAX 310-202-8325 Agenda # 6.10 Meeting Date: June 2, 2009 CITY COUNCIL� �Rsy9AGENDAREPORT �3gw� �i TO: Honorable Mayor and Members of the City Council VIA: James DeStefano, City Man r TITLE: Approval of one year extension to ity — County law enforcement services agreement with the County of Los Angeles and authorize the law offices of Dapeer, Rosenblit and Litvak to represent the City in litigation against the County of Los Angeles associated with the Liability Trust Fund RECOMMENDATION: Approve FINANCIAL SUMMARY: The FY 2009-10 budget includes approximately $5 million for law enforcement services and $125,000 for special legal services. The actual cost of the legal services is unknown at this time and will depend on many factors. However, since the cost of legal services will be shared by 39 other contract cities, through the California Contract Cities Association, it is anticipated that the City's share will be significantly less than the budgeted amount. DISCUSSION: The five-year agreement under which the Los Angeles County Sheriff provides law enforcement services to the City is scheduled to expire on June 30, 2009. Under the existing agreement, the contract cities all contribute to a liability trust fund, which finances the defense and/or settlement of litigation arising from law enforcement services. The County has proposed adding to the new five-year agreement a new provision that would allow the County to withdraw from the liability trust fund all costs and expenses associated with defending against or settling lawsuits involving criminal acts of Sheriff Deputies. The contract cities dispute this use of the liability trust fund and are requesting that the County extend the existing agreement for one year, without the new language, while the parties continue to negotiate. It is intended that all contract cities in the County will approve this one-year extension and present it to the County concurrently. In order to protect the interests of the residents of Diamond Bar and other contract cities and ensure law enforcement services continue despite any action or lack of action by the County Board of Supervisors, the Contract Cites As3ociation, on behalf of the member cities, will initiate litigation on June 15, 2009. By authorizing the law offices of Dapeer, Rosenblit and Litvak to represent the City, the Council is authorizing participation in this litigation. PREPARED BY: ft�) David Doyle, Asst. City Manager Attachments: 1. One Year Extension to Law Enforcement Agreement 2. Letter of Engagement with Dapeer, Rosenblit and Litvak Dapeer, STEVEN H. ROSENBLIT KENNETH B. DAPEER WILLIAM LITVAK JAMES C. ECKART ANITA ZUCKERMAN PATRICIA H. FITZGERALD PAUL D. FIX NORMA COPADO-WELLS KENNETH A. OHASHI CAROLINE K. CASTILLO JOCELYN CORBETT SEAN M. CRONIN JACQUELINE M. DANCE MARIA S. CHUNG KEISHUNNA RANDALL IBIERE SECK MEHRNOOSH ZAHIRI PAULA CLAMURRO May 24, 2009 L A W 0 F F I C E S Rosenblit & Litvak, LLP PLEASE DIRECT MAIL TO: WEST LOS ANGELES OFFICE METROPOLITAN CITIES OFFICE: 2770 E. SLAUSON AVENUE HUNTINGTON PARK, CA 90255-3099 TELEPHONE (323) 587-5221 FACSIMILE (323) 587-4190 WEST LOS ANGELES OFFICE: 11500 W. OLYMPIC BLVD., SUITE 550 LOS ANGELES, CA 90064-1524 TELEPHONE (310) 477-5575 FACSIMILE (310) 477-7090 Re: California Contract Cities Assoc. vs. County of Los Angeles Dear This office has previously been retained by the California Contract Cities Association (the "CCCA") with regard to the disputes arising from the withdrawal of funds by County of Los Angeles ("County") from the Liability Trust Fund for purported reimbursement of settlements for the sexual assaults of a Sheriff's deputy. We have been instructed by the CCCA to proceed with litigation. We have been informed that your city wishes to participate as a party plaintiff in that litigation. This letter will serve as authorization to represent your city in that litigation, and in all related matters, proceedings and negotiations, and sets forth the terms of our engagement. We anticipate filing our lawsuit on approximately June 15, 2009. We will endeavor to obtain the County's agreement to one-year extensions of the termination dates for the current law enforcement services contracts between the cities and the County. We will also request that the tolling agreement between the CCCA and the County with respect to this matter be extended to correspond to the new termination date. If the County agrees, we will delay filing of the action pending further discussions with the CCCA and all of the participating cities. We will also endeavor to resolve this matter through mediation. We have previously provided to you and your city attorney with our assessment ATTORNEY-CLIENT PRIVILIGED COMMUNICATION ATTACHMENT Z Re: California Contract Cities Association vs. County of Los Angeles May 24, 2009 Page 2 of 5 of the legal rights of the CCCA and its member cities. We believe that you have probable cause and a reasonable basis to pursue the litigation. We regularly review our analysis to take into account new information received. As in all litigation, it is not possible to be aware of all facts and issues in advance. Litigation is a dynamic process that can never be predicted fully and outcomes are never certain. In the event that we learn of information that causes us to substantially alter our initial view of the matter, we will advise you as soon as practicable. We are in the process of preparing a litigation plan and detailed budget which we will provide to you for your review and approval. While we will edeavor to be as complete as possible, budgets by their very nature may be subject to change as the case developments and may be affected by outside forces, such as the cooperation received from opposing counsel. In exchange for our services, we will receive payment based upon the time expended and the expenses incurred. Our professional hourly rates for your matter will be at our public institution rate of $275.00 for partners and senior associates, $195.00 for associates; and $65 to $135 for staff and paralegal time. Time will be billed in 1 / 10tb of an hour increments. In the event that you request that we provide services on any other matter, we reserve the right to charge our then applicable public institution rate. As part of our public institution rate program, we have not requested that you provide us with an advance fee retainer. It is also agreed the fees shall be due and payable from the Association regardless of whom will be the beneficiary of the services and regardless of whether any individual city may be named a plaintiff in any action filed. It is our understanding that each of the participating cities shall pay to the CCCA a pro rata portion of our fees based upon a formula and in a manner agreed upon between it. The CCCA, who has already contracted to pay all of our fees in this matter, will be then entitled to use the monies received toward reimbursement for sums paid or to be paid to our firm for this matter. We will continue to look to the CCCA for payment and will not participate or be responsible for fee collection from the individual cities. Presently, that formula is based upon the ratio of the amount of a city's payment to the County for law enforcement services compared to the total paid to the County for all law enforcement services paid by CCCA members. The terms under which the cities have agreed to share these litigation expenses are recited here for reference purposes only. The cities and the CCCA may modify or agree to any other arrangement that they feel appropriate and we shall be deemed instructed to not inquire or monitor that arrangement. In the event that there is in force an attorney's fees clause, statute or other ATTORNEY-CLIENT PRIVILIGED COMMUNICATION Re: California Contract Cities Association vs. County of Los Angeles May 24, 2009 Page 3 of 5 basis upon which a claim may be asserted for attorney's fees on your behalf, we are authorized to assert such right and shall be entitled to demand and to receive attorney's fees recovered. However, you shall be given credit for any such attorney's fees actually paid by such third party. In the event the attorney's fees calculated by statute or otherwise ordered are greater than the fees actually charged to you, we shall nevertheless be entitled to all such fees awarded. This letter relates solely to the representation of your City in the above referenced action. In the event that we are already representing your city in other matters, the retainer agreement with regard to those matters shall remain in full force and effect. We are specifically authorized to associate any other individual or entity (such as consultant or investigators) that we feel is necessitated by the circumstances of this matter, however, to the extent that you will be charged over and above our usual charges, we agree to get prior approval. In addition to our fees, you will pay for all costs incurred by this office, whether they are generated by our office or from a third party provider, including such items as photocopy expenses, fax service charges, messenger services, long distance telephone charges, administrative fees, process service charges, filing fees, court and deposition costs as may be required. For any services rendered to us by third parties, you will be charged our actual cost; as for any services provided by our staff you will be charged prevailing rates, subject to your approval. Retrieval of public records or materials shall include a $ 15.00 office processing fee per search, together with any other related charges pertaining to matters handled on your behalf. We shall have the right to increase these charges from time to time to reflect increased overhead incurred to provide these services. Unless another designation is made in writing, Sam Olivito of the CCCA will be deemed liaison between our office and each of the cities and he will be the authorized representative of your City with regard to this matter; we shall take instructions on how to proceed from him and notification to Mr. Olivito will be deemed notification to your city. We shall have no obligation to verify the instructions we have been given or to question them unless notified in writing to the contrary. We will, of course, keep you and your city attorney regularly informed as to important developments in the litigation and respond to any inquiries made. We firmly believe in maintaining close and open communications with our clients in order to spot and avoid potential problems. Whenever you have questions about anything that may have potential legal ramifications, please ATTORNEY-CLIENT PRIVILIGED COMMUNICATION Re: California Contract Cities Association vs. County of Los Angeles May 24, 2009 Page 4 of 5 call us. Because we feel so strongly about open and continual communication, we will generally not charge for brief telephone calls that involve no substantive work on our part. Obviously, to the extent we discuss your matter or give you legal advice or if substantive legal services are provided for you, you will be charged for those services, whether they are accomplished on the telephone or otherwise. We shall have a lien on your claim(s) or cause(s) of action and any monies, property or services collected or received or to which you may be entitled for the payment of all attorney's fees and costs described in this agreement. Given that our firm will be representing multiple parties to this matter, we are obligated to advise you with regard to potential for conflicts of interest between or among the various participating cities. The California Rules of Professional Conduct provide the following: A member [attorney] shall not, without the informed written consent of each client: (1) Accept representation of more than one client in a matter in which the interests of the clients potentially conflict; or (2) Accept or continue representation of more than one client in a matter in which the interest of the clients actually conflict; or (3) Represent a client in a matter and at the same time in a separate matter accept as a client a person or entity whose interest in the first matter is adverse to the client in the first matter. At this time we are not aware and do not believe that any of the party plaintiffs are in conflict with respect to the subject matter of this retainer agreement or otherwise. We further believe, at this time, that any services that we can reasonably anticipate rendering or that we might be asked to perform in the future will not result in a conflict. If you are aware of any litigation, dispute or controversy with any of the other participating cities or the CCCA, please advise us immediately. To the degree that there is a conflict or potential for such conflict, you are authorized by the Association to waive such conflict and, by executing this agreement, you are doing so. We acknowledge that we have in force professional liability insurance in an amount not less than $2,000,000. We also agree to indemnify and defend the City in the event of litigation arising from our engagement and caused by our ATTORNEY-CLIENT PRIVI'jIGED COMMUNICATION Re: California Contract Cities Association vs. County of Los Angeles May 24, 2009 Page 5 of 5 sole negligence. Please note that all communications with us, including copies of letters and documents, are only to be on a confidential basis. All communication should be marked with the phrase "PRIVILEGED ATTORNEY-CLIENT COMMUNICIATION". The purpose of this is to endeavor at all times to maintain the confidentiality of the information being exchanged. Likewise, any and all discussions concerning legal matters should not be related to third parties or to staff that is not directly related with this matter or to which you are not obligated to report, as doing so may waive the attorney-client privilege. And, most importantly, no communication from our office should be placed in files accessible to the public. I look forward to the opportunity of working with you and your staff. If this letter accurately reflects the terms of our retention, please return the enclosed copy of this letter, signed below. Very truly yours, DAPEER, ROSENBLIT & LITVAK LLP By: William Litvak AGREED: City of By DATED: June 72009 ccca/cola.090526w1. retainer2citiesFin. doe ATTORNEY-CLIENT PRIVILIGED COMMUNICATION AMENDMENT TO CITY- COUNTY LAW ENFORCEMENT SERVICES AGREEMENT The undersigned are parties to that certain CITY -COUNTY LAW ENFORCEMENT SERVICES AGREEMENT made and entered as of (the "Agreement"), a copy of which is attached hereto as exhibit A. The parties wish to amend and modify the terms of the agreement as follows: For good and valuable consideration, paragraph 6.1 of the Agreement is replaced with the following: "6.1 Unless sooner terminated as provided for herein, this agreement shall be effective July 1, 2009 and shall remain in effect until June 30, 2010." As modified by this amendment, the Agreement remains in full force and effect and remains fully binding upon the parties. IT IS SO AGREED. Dated: June_, 2009 COUNTY OF LOS ANGELES Its: Dated: June_, 2009 CITY OF Its: Page 1 of 1 ATTACHMENT I VOLUNTARY REQUEST TO ADDRESS THE CITY COUNCIL TO: CITY CLERK FROM: �� (rr�nl 1 - i+- AT /Z 6 �l ADDRESS: PHONE: ORGANIZATION: L --AC u I` -L) AGENDA#/SUBJECT: `DAJ/y CdaN`jo•Y /n4A4/F I expect to address the Council on the subject agendalsubject item. Please have the Council Minutes reflect my name and address as written above. Signature This document is a public record subject to disclosure under the Public Records Act. `nxrnUF� \j&8q VOLUNTARY REQUEST TO ADDRESS THE CITY COUNCIL TO: CITY ��CLERK C0150* FROM: !UII�I�+�" DATE: 67 ADDRESS: Z f40 Ir f PHONE: ORGANIZATION: tt f P AGENDA#!SUBJECT: P4An I expect to address the Council on the subject agenda/subject ' Please have the Council Minutes reflect my name and address as written above. Si n ture This document is a public record subject to disclosure under the Publik54cords Act. I I.lfY�xl 0.A�j Jyg9 VOLUNTARY REQUEST TO ADDRESS THE CITY COUNCIL TO: CITY CLERK FROM: NJ ct c (< S [.`e—L DATE: 6� Q 0 5 ADDRESS: 2-Zq ty C Ste' I &r., A� S-- PHONE: e �(_ ` ► .�s �� ) ORGANIZATION: AGENDA#/SUBJECT: �1 I expect to address the Council on the subject agenda/subject item. Please have the Council Minutes reflect my name and address as written above. AIL Signa u This document is a public record subject to disclosure under the Public Records Act.