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HomeMy WebLinkAbout2007 07-17 CC CDC AGENDA PKTAgenda Of A Regular Meeting - National City City Council / Community Development Commission of the City of National (.'ity Council Chambers Civic Center 1243 National City Boulevard National City, California Regular Meeting - Tuesday — July 17, 2007 — 6:00 P.M. Open To The Public Please complete a request to speak form prior to the commencement of the meeting and submit it to the City Clerk. It is the intention of your City Council and Community Development Commission (CDC) to be receptive to your concerns in this community. Your participation in local government will assure a responsible and efficient City of National City. We invite you to bring to the attention of the City Manager/Executive Director any matter that you desire the City Council or Community Development Commission Board to consider. We thank you for your presence and wish you to know that we appreciate your involvement. ROLL CALF, Pledge of Allegiance to the Flag by Mayor Ron Morrison Public Oral Communications (Three -Minute Time Limit) NOTE: Pursuant to state law, items requiring Council or Community Development Commission action must be brought back on a subsequent Council or Community Development Commission Agenda unless they are of a demonstrated emergency or urgent nature. Upon request, this agenda can be made available in appropriate alternative formats to persons with a disability in compliance with the Americans with Disabilities Act. Please contact the City Clerk's Office at (619) 336-4228 to request a disability -related modification or accommodation. Notification 24-hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. Spanish audio interpretation is provided during Council and Community Development Commission Afeetings. Audio headphones are availahle in the lobby at the beginning of the meetings. Audio interpretacion en espartol se proporciona durante sesiones del Consejo MunicipaL Los audiofonos estan disponibles en el pasillo al principio de la junta. Council Requests That All Cell Phones And Pagers Be Turned Off During City Council Meetings OPIES OF THE CITY COUNCIL OR COMMUNITY DEVELOPMENT COMMISSION MEETING AGENDAS AND MINUTES MAY BE OBTAINED THROUGH OUR WEBSfTE AT www.ci.nationalcity.ca.us CITY COUNCIL/COMMMUNITY DEVELOPMENT COMMISSION AGENDA 7/17/07 - Page 2 CITY COUNCIL PRESENTATIONS 1. Metro Commission/JPA Budget Report — Doug Wilson, Treasurer of Metro Commission/JPA 2. Employee of the Month Program (July) — Police Officer Damian Ballardo CONSENT CALENDAR Consent Calendar: Consent calendar items involve matters, which are of a routine or noncontroversial nature. All consent calendar items are adopted by approval of a single motion by the City Council. Prior to such approval, any item may be removed from the consent portion of the agenda and separately considered, upon request of a Councilmember, a staff member, or a member of the public. Approval of the Minutes of the Adjourned Regular Meeting of May 29, 2007 and the Regular meeting of June 19, 2007 of the City Council/Community Development Commission (City Clerk) 4. Approval of a motion to waive reading of the text of the Ordinances considered at this meeting and provides that such Ordinances shall be introduced and/or adopted after a reading of the title only. (City Clerk) 5. Resolution of the City Council of the City of National City authorizing the City Engineer to approve installation of a crosswalk for the east leg of the intersection of Stockman Street and Cagle Street and a cross traffic intersection waming sign for the northbound approach. (Community Services Department, TSC Item No. 2007-20) (Engineering) 6. WARRANT REGISTER # 48 (Finance) Ratification of Demands in the amount of $1,220,033.65. 7. WARRANT REGISTER # 49 (Finance) Ratification of Demands in the amount of $677,683.13. CITY COUNCIUCOMMMUNITY DEVELOPMENT COMMISSION AGENDA 7/17/07 - Page 3 CONSENT CALENDAR (Cont.) 8. Temporary Use Permit — 15 Minutes of Fame Event hosted by 10 News & Azteca America San Diego at Kimball Park on August 25, 2007 from 2:00 p.m. to 6:00 p.m. (Building and Safety) 9. Neighborhood Council's Monthly Report for June 2007. (Community Services) PUBLIC HEARINGS 10. Public Hearing — Street vacation to close an unimproved portion of Cleveland Avenue and an unimproved alley, south of Bay Marina Drive and east of Marina Way. Applicant: Community Development Commission. (Case File No. 2007-27 SC, APNs 559-117-10, -14, -15) (Planning) 11. Public Hearing — Conditional Use Permit for a recycling facility behind the Foodland grocery store at 303 Highland Avenue. (Applicant: Southwest Recycling) (Case File 2007-04 CUP) (Planning) 12. Public Hearing on the allocation of Program Income and unallocated funds in HOME Investment Partnership Act (HOME) Program. (Grants & Housing & City Manager) 13. Public Hearing to consider the report required by Health and Safety Code Section 5473, Et Seq. pertaining to the collection of sewer charges on the tax roll, directing the City Clerk to file said report with the San Diego County Auditor and directing the Finance Director to certify with the San Diego County Auditor the "Sewer Service Charge Fund." (Public Works) **Refer to Item #16** 14. Public Hearing of the City Council of National City regarding the levy of self assessments for Landscape Maintenance District No. 1 — Mile of Cars (Community Benefit District) to fund enhanced median and frontage improvements, including landscaping and irrigation, painted crosswalks and colored concrete hardscape, and ongoing maintenance for graphic panels, banners, signage, and street furniture. (Redevelopment Division) **Refer to Item #15 CITY COUNCIL/COMMMUNITY DEVELOPMENT COMMISSION AGENDA 7/17/07 - Page 4 NON CONSENT RESOLUTIONS 15. Resolution of the City Council of the City of National City approving the Diagram and Assessment Engineer's Report and providing for the levy and collection of self assessments for Landscape Maintenance District No. 1 — Mile of Cars (Community Benefits District) to fund enhanced median and frontage improvements, including landscaping and irrigation, painted crosswalks and colored concrete hardscape, and ongoing maintenance for graphic panels, banners, signage and street furniture. (Redevelopment Division) **Refer to Item #14** 16. Resolution of the City Council of the City of National City adopting the report required by Health and Safety Code Section 5473, Et Seq. pertaining to the collection of sewer charges on the tax roll, directing the City Clerk to file said report with the San Diego Auditor and directing the Finance Director to certify with the San Diego County Auditor the "Sewer Service Charge Fund." (Public Works) **Refer to Item #13** 17. Resolution of the City Council of the City of National City approving the Memorandum of Understanding (MOU) between the City and the National City Municipal Employees' Association. (Human Resources) ORDINANCE FOR ADOPTION 18. An Ordinance of the City Council of the City of National City ("City Council") approving the proposed amendment to the Redevelopment Plan for the National City Redevelopment Project ("2007 Amendment") (Community Development Commission) COMMUNITY DEVELOPMENT COMMISSION CONSENT CALENDAR 19. Ratifications of Expenditures of the Community Development Commission: Expenditures for the Period of 06/15/07 through 06/28/07 of $335,867.99. (Community Development Commission/Finance) CITY COUNCIUCOMMMUNITY DEVELOPMENT COMMISSION AGENDA 7/17/07 - Page 5 CONSENT CALENDAR (Cont.) 20. Resolution of the City Council of the City of National City approving the adoption of the National City Housing Rehabilitation Program Guidelines. (Community Development Commission/City Manager) PUBLIC HEARING 21. Public Hearing of the Community Development Commission of the City of National City regarding levy of self assessments for the Downtown National City Property Business Improvement District (Morgan Square Community Benefit District) to fund ongoing maintenance and operations (Public Rights of Way and Sidewalk Operations, District Identity and Streetscape Improvements, Administration and Corporate Operations, and the District's Reserve Fund). (Economic Development Division) **Refer to Item #22** NON CONSENT RESOLUTION 22. Resolution of the Community Development Commission of the City of National City confirming and approving the Diagram and Assessment Engineer's Report and providing for the levy of the Annual Assessment in the Downtown National City Property Business Improvement District (Morgan Square Community Benefit District). (Economic Development Division) **Refer to Item #21** NEW BUSINESS 23. Report — Submission of Fiscal Year 2006-2007 Downtown National City Property Business Improvement District (Morgan Square Community Benefit District) Annual Budget, list of Board of Directors, 2006 and 2007 Profit and Loss Statements, and the 2006 Independent Auditor's Report. (Economic Development Division) 24. Report on the Work Plan for the Westside Neighborhood Brownfield Assessment project being funded by a $200,000 grant from the United States Environmental Protection Agency. (Redevelopment Division) CITY COUNCIL/COMMMUNITY DEVELOPMENT COMMISSION AGENDA 7/17/07 - Page 6 STAFF REPORTS MAYOR AND CITY COUNCIL ADJOURNMENT Next Regular City Council and Community Development Commission Meeting - Tuesday — August 7, 2007 - 5:00 p.m. — Council Chamber - National City. TAPE RECORDINGS OF CITY COUNCIL/COMMUNITY DEVELOPMENT COMMISSION MEETINGS ARE AVAILABL FOR SALE IN THE CITY CLERK'S OFFICE: ITEM #1 7/17/07 Metro Commission/JPA Budget Report — Doug Wilson, Treasurer of Metro Commission/JPA ICI #2 7/17/07 City of National City Human Resources Department 140 East 12"' Street, Suite B National City, California 91950-3312 Phone No. (619) 336-4300 Fax No. (619) 336-4303 MEMORANDUM July 2, 2007 TO Chris Zapata, Ci anager FROM Stacey Stevenso , uman Resources Director SUBJECT EMPLOYEE O E MONTH PROGRAM The Employee of the Month Program communicates the City's appreciation for outstanding performance. In doing so, it recognizes employees who maintain high standards of personal conduct and make significant contributions to the workplace and community. The employee to be recognized in July 2007 is Officer Damian Ballardo. By copy of this memo, the employee is invited to attend the Council meeting on Tuesday, July 17, 2007, to be recognized for his achievement and service. Attachment (1) xc: Officer Damian Ballardo Police Chief Councilmember Natividad Dionisia Trejo — Mayor/Council Office Human Resources — Office File SS:Im Performance Recognition Program (2) ® Recycled Paper City of National City Performance Recognition Award Nomination Form I nominate K^°• SFr. c- -Dtk n.P.+-3 Ziet_A_pta-cle. for the Performance Recognition Award for the following reasons: Please state reason why your nominee should receive an award, (i.e., examples of service beyond requirements of position, exemplary service to the public, outstanding job performance, etc). Do not to exceed 150 total words. Please be as specific as possible when giving your examples. Officer Ballardo is a K-9 handler who'consistantly portrays professionalism on a daily basis, he is a born leader and enjoys serving the community of National City. Officer Ballardo's dedicated regard for the citizens of National City is apparent by the number of high profile arrests he makes, giving the city and the police department outstanding recognition in the local media. In April of this year, Officer Ballardo assisted SDSO in the apprehension of four attempted homicide suspects located at Plaza Bonita. One of the suspects escaped during the apprehension and Officer Ballardo, using his K-9, tracked down and apprehended the suspect who was hanging on a limb of a tree in the Sweetwater River struggling for his life (suspect could not swim). So, not only did Officer Ballartdo apprehend the fourth suspect, but he also saved the suspect from drowning. In May of this year, Officer Ballardo located and arrested a parolee -at -large responsible for numerous robberies in Chula Vista, San Diego and here in National City. Ile located the suspect while on routine patrol shorly after a robbery' had occurred. Officer Ballardo deployed his K-9 for the apprehension of the suspect and the recovery of the stolen merchandise. On June 20th 2007, Officer Ballardo heard (over the radio) an allied agency requesting the assistance of a K-9, fur the apprehension of a parolee -at -large who was being chased by police during the commission of an auto theft. The suspect lead police on a chase while armed with a 45 Cal. Handgun. Officer Ballardo depolyed his K-9 and apprehended the suspect. The list of great accomplishments go on for Officer Ballardo, but I know I am Limited by a word count. Officer Ballardo is an outstanding police officer, a mentor, a roll model and a great asset to the City of National City. FORWARD COMPLETED NOMINATION TO: National City Performance Recognition Program Human Resources Department Nominated b �ki &LA-04w,. Qa,ibit'l "t' s4Qao , Signature:_ Date: Ott. \ tcl\o-i Perimmancc Rio; moon rr�.r.,m (4) ITEM #3 7/17/07 Approval of the Minutes of the Adjourned Regular Meeting of May 29, 2007 and the Regular meeting of June 19, 2007 of the City Council/Community Development Commission (City Clerk) ITEM #4 City of National City Office of the City Clerk 1243 National City Boulevard, National City, CA 91950-4397 Michael R. Dalla, CMC - City Clerk (619) 336-4228 Fax: (619) 336-4229 To: Honorable Mayor and Council From: Michael R. Dalla, City Clerk Subject: Ordinance Introduction and Adoption 7/17/07 It is recommended that the City Council approve the following motion as part of the Consent Calendar: "That the City Council waive reading of the text of all Ordinances considered at this meeting and provide that such Ordinances shall be introduced and/or adopted after a reading of only the title." • ® Recycled Paper City of National City, California COUNCIL AGENDA STATEMENT .1EETING DATE July 17, 2007 AGENDA ITEM NO. / ITEM TITLE Resolution of the City Council of National City authorizing the City Engineer to approve installation of a crosswalk for the east leg of the intersection of Stockman Street and Cagle Street, and a cross traffic intersection warning sign for the northbound approach (Community Services Department, TSC Item No. 2007-20) PREPARED BY Stephen Manganiello DEPARTMENT Engineering EXT. 4382 EXPLANATION Please see attached. Environmental Review X N/A MIS Approval Financial Statement N/A Approved Br Finance Director Account No STAFF RECOMMENDATION Adopt the Resolution. ',6441.-2. BOARD / COMMISSION RECOMMEDATION At their meeting on June 13, 2007 the Traffic Safety Committee approved the staff recommendation to install a crosswalk for the east leg of the intersection of Stockman Street and Cagle Street, and a cross traffic intersection warning sign (W2-1) for the northbound approach. ATTACHMENTS (Listed Below) Resolution No. 1. Explanation 2. Exhibit — Recommended Improvements 3. Staff Report to the Traffic Safety Committee A-200 (Rev. 7/03) Explanation National City Community Services explained that several Sweetwater Heights Neighborhood residents have safety concerns regarding the intersection of Stockman Street and Cagle Street. They mentioned that excessive speeds have contributed to several accidents. They are concerned for the safety of the children in the area. Currently the intersection is Stop controlled for the southbound approach on Stockman Street, and the eastbound and westbound approaches on Cagle Street. The northbound approach on Stockman Street is uncontrolled. Pedestrian volume counts indicate that most pedestrians cross the east leg of the intersection. Staff visited the site and obtained traffic volume and accident data to conduct a formal All -Way Stop Warrant Analysis. According to City Council Policy, a total of 30 points out of 50 is required to justify installation of All -Way Stop control at an intersection. Warrants to be considered include: 1. Through street conditions, 2. Accident records, 3. Traffic and pedestrian volumes, 4. Unusual conditions such as proximity of schools, fire stations, vision obscurement, etc. Review of police accident records indicated that there were two reported accidents at/near the intersection of Stockman Street and Cagle Street within the past two years. The first accident involved a vehicle traveling northbound on Stockman Street that crashed into a retaining wall at the northeast corner of the intersection at approximately 3:00am. The second accident occurred on Cagle Street, 140 feet east of Stockman Street. A pedestrian crossing Cagle Street midblock was injured by a vehicle traveling eastbound on Cagle Street at approximately 8:00am. The driver's vision was said to be obscured by the sun. Upon completion of the warrant analysis, staff determined that 11 points were achieved (out of a total of 50 points). Therefore, staff does not recommend installation of All -Way Stop control at this location. Staff also obtained daily speed data on Stockman Street for the uncontrolled northbound approach of the intersection. The speed data indicates that the 85% percentile speed (speed at or below which 85% of all vehicles surveyed were traveling) was 27 mph for northbound traffic. The posted speed limit along Stockman Street is 25 mph. To improve driver awareness of pedestrians and cross traffic at the intersection of Stockman Street and Cagle Street, staff recommends installation of a crosswalk for the east leg of the intersection, and a cross traffic intersection warning sign (W2-1) for the uncontrolled northbound approach. - TSC 2007-20 RESOLUTION NO. 2007 — RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY AUTHORIZING THE CITY ENGINEER TO INSTALL A CROSSWALK FOR THE EAST LEG OF THE INTERSECTION OF STOCKMAN STREET AND CAGEL STREET, AND A CROSS TRAFFIC INTERSECTION WARNING SIGN WHEREAS, several Sweetwater Heights Neighborhood residents have expressed safety concerns regarding the intersection of Stockman Street and Cagle Street due to vehicles driving at excessive speeds that have contributed to several accidents at the site; and WHEREAS, on -site inspection and traffic volume and accident data did not meet the requirements for a formal All -Way Stop control at the intersection; and WHEREAS, to improve driver awareness of pedestrians and cross traffic at the intersection, staff recommends the installation of a crosswalk for the east leg of the intersection, and a cross traffic intersection waming sign for the uncontrolled northbound approach; and WHEREAS, at its meeting on June 13, 2007, the Traffic Safety Committee approved the installation of a crosswalk for the east leg of the intersection Stockman Street and Cagel Street, and a cross traffic intersection waming sign for the uncontrolled northbound approach. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of National City hereby authorizes the City Engineer to install a crosswalk for the east leg of the intersection of Stockman Street and Cagel Street, and a cross traffic intersection warning sign for the uncontrolled northbound approach. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Mayor ATTEST: Michael R. Dalla, City Clerk APPROVED AS TO FORM: George H. Eiser, III City Attorney Exhibit — Recommended Improvements NATIONAL CITY TRAFFIC SAFETY COMMITTEE AGENDA REPORT FOR JUNE 13, 2007 ITEM TITLE: REQUEST FOR ALL -WAY STOP CONTROL AT THE INTERSECTION OF STOCKMAN STREET AND CAGLE STREET (BY: RESIDENTS OF SWEETWATER HEIGHTS NEIGHBORHOOD COUNCIL) PREPARED BY: Stephen Manganiello, Engineering Department DISCUSSION: National City Community Services explained that several Sweetwater Heights Neighborhood Council residents have safety concerns regarding the intersection of Stockman Street and Cagle Street. They mentioned that excessive speeds have contributed to several accidents. They are concemed for the safety of the children in the area. Currently the intersection is Stop controlled for the southbound approach on Stockman Street, and the eastbound and westbound approaches on Cagle Street. The northbound approach on Stockman Street is uncontrolled. Staff visited the site and obtained traffic volume and accident data to conduct a formal All -Way Stop Warrant Analysis. According to City Council Policy, a total of 30 points out of 50 is required to justify installation of All -Way Stop control at an intersection. Warrants to be considered include: 1. Through street conditions, 2. Accident records, 3. Traffic and pedestrian volumes, 4. Unusual conditions such as proximity of schools, fire stations, vision obscurement, etc. Review of police accident records indicated that there were two reported accidents at/near the intersection of Stockman Street and Cagle Street within the past two years. The first accident involved a vehicle traveling northbound on Stockman Street that crashed into a retaining wall at the northeast corner of the intersection at approximately 3:O0am. The second accident occurred on Cagle Street, 140 feet east of Stockman Street. A pedestrian crossing Cagle Street midblock was injured by a vehicle traveling eastbound on Cagle Street at approximately 8:00am. The driver's vision was said to be obscured by the sun. Upon completion of the warrant analysis, staff determined that 11 points were achieved (out of a total of 50 points). Therefore, staff does not recommend installation of All -Way Stop control at this location. ot Staff also obtained daily speed data on Stockman Street for the uncontrolled northbound approach of the intersection. The speed data indicates that the 85% percentile speed (speed at or below which 85% of all vehicles surveyed were traveling) was 27 mph for northbound traffic. The posted speed limit along Stockman Street is 25 mph. STAFF RECOMMENDATION: Staff does not recommend installing All -Way Stop control at the intersection of Stockman Street and Cagle Street, since warrants established by the City Council are not met. EXHIBITS: 1. Correspondence 2. Location Map 3. Photos 4. Warrant Analysis 5. Survey Data 2007-20 Page 1 of 1 Stephen Manganiello From: Erica Belandres Sent: Thursday, May 03, 2007 2:47 PM To: Stephen Manganiello Cc: Lauren Lauletta Subject: Stockman/Cagle- SW Heights I kilo Steve, Residents at the Sweetwater Heights Neighborhood Council meeting brought up several traffic concerns regarding the intersection of Stockman & Cagle. This is currently a two- way stop and residents are requesting for the City to make this an All -Way Stop. Vehicles use excessive speeds when driving through this area and several accidents have been reported. Residents are concerned about their safety and the safety of the children in the area. This is another area residents would like the City to focus on during the traffic study. We suggested that residents fill out a Traffic Safety Committee form hut opted to go through Neighborhood Council. Thanks, Erica 9 5/3/2007 Intersection of Stockman Street & Cagle Street (looking north) i POLICY FOR 4-WAY STOP CONTROL I. PURPOSE Ot A fully justified, properly installed four-way stop can effectively assign right-of-way, reduce vehicle delay and decrease accidents. Generally, a four-way stop is reserved for use at the intersection of two through highways, and only as an interim traffic control measure prior to signalization. 2. GENERAL The posting of an intersection for four-way stop control should be based on factual data. Warrants to be considered include: 1. Through street conditions. 2. Accident records. 3. Traffic and pedestrian volumes. 4. Unusual conditions such as proximity of schools, fire stations, vision obscurement, etc. Points are assigned to each of these warrants. The total possible points is 50. The installation of four-way stop control is justified with a total of 30 points. T!IROIIGH STREET WARRANT One of the approaching streets to the intersection must be a through highway before the intersection can be considered for four-way stop control. A through highway shall extend at least one rnile in both directions from the intersection under consideration, and shall meet the conditions set forth on Page 8, Section Hof the Highway Capacity Manual, 1965_ A. If only ouc of the intersecting streets is a through highway. 1-3 Pts. If both streets are through highways. 3-5 Pts. Maximum 5 points. 4. ACCIDENT WARRANT Two points are assigned for each accident susceptible to correction by four-way stop control during one full year prior to the investigation. Maximum 14 points. UNUSUAL CONDITION WARRANT Where unusual conditions exist at the intersection such as a school, fire station, playground, vision obscurement, etc., points are assigned on the basis of engineering judgment. Unusual conditions shall be considered only if within 500 feet of the intersection. Maximum 10 points. VOLT JMI✓ WARRANT A. Total entering vehicle volume must equal 2,000 vehicles for the four highest hours in an average day. g y Z B. Total side street vehicular and pedestrian volume must equal 600 minimum during the same four hour period. 2 7 g Points shall be assigned in accordance with the following tables: TOTAL MINOR STREET PEDESTRIAN & ALL APPROACHES VEHICLE VOLUME (BOTH APPROACLIES) Highest Four Hour Volume Points Highest Four Ilaur Volume Points 0 - 1400 0 600 - 800 1 1401 - 1700 1 801 - 1200 2 1701 - 2000 2 1201 - 1400 3 2001 - 2300 "3 1401 - 1600 4 2301 - 2600 4 1601 - Over 5 2601 - 2900 5 2901 - 3200 6 3201 - 3500 7 3501 - 3800 8 3801 - 4100 7 4101 - 4400 6 4401 - 4700 5 4701 - 5000 4 5001 - 5 300 3 5301 - 5600 2 5601 - 5900 I Over 5900 0 Maximum 13 Points • 7. VOI.IIME SPLIT WARRANT: Four-way stops operate best where the minor approach and the major approach volumes are nearly equal. Points shall be assigned in accordance with the following table: 24-hour Minor Street Volume 24-Hour Major Street Volume ( %) Points 95+ 8 85 - 94 7 75 - 84 6 65-74 5 55-64) 0 45 - 54 3 35-44 2 25 - 34 1 0 - 24 0 Maximum 8 Points. SA:jha2 polistop 177( 2 96Y Harris & Associates 750 B Street, Suite 1800, San Diego, CA 92101 Counted By: Emp. 401 Location: Stockman Street & Cagle Street Start Date: 05;30.12007 File Name: 725-31-1 Stockman. Street Southbound I I Caglc Strec: Westbound Stockman Street Northbound Cagle Street Eastbound Start Time Len 1 Thru i Right j Pc;.' Left 1 Thru 1 Righ: 1 Ped Lett ' Thru 1 Righ: ! Ped Left I Thru 1 Right 1 Ped Interval Total 7:00 01 13' 11 1 0 181 0' 0j 0 2 SI 8I 0 0 0 0 2 50 7:15 I 161 01 14! 01 :i 0' 13 1 5 7: 3 1- 0 2 4 1 67 7:30 0, 19' 0 0 ill-0 S 0 8 9; 1 01 0 3 67 7;45 0 2t 0 0 14 0 01 2 1 5 7 0 0 0 2 0 53 41 2 23 101 311 81 4 1 I. 01 0 11 71 31 7 _ 0) 237 47 Total 8.00 I 0 70 8 1; 01 I 0 67 14 0 0 01 01 20 0 8:15 1 7 0 0 11 0 0 3 0 14 8 0 0` Oj 2. 47 8:30 1 21 0 0 71 0j 0 1 1 8. 7 0 0 0 21 3 48 0; 1' 45 8:45 0 17 0 0 10; 3 0 3 01 4' 9 0 0 0 11 0 1 42 109i 1 J 0 Oj 7 27 31 7j 36 59; 32 63 1 5 0- 1 I 81 151 2 t; 187 424 Total Grand Total 21 3! 53: 123! Approach% Total% 2.31 0.7• 96.1. 29.01 0.8! 0.21 0.8 0.2 80.11 25.71 -j -' -1 19.9 6.4 5.2 1.7 44.01 13.91 47.01 14.9 3.7 1.2 3.8 0.21 3.8 3.2 57.7 3.5 34.6 2.1 Volume 1 70 11 67 - - i 20 4 23 311 4 11 - 7 7 237 Approach% 1.4 95.9 1.4 1.4 77.0 - .1 23.0 6.5 1 37.1 50.0 6.5 6.7 I - 46.7 46.7 Total% 0.4 29.5 • 0.4 0.4 28.3 - - 8.4 1.7 • 9.7 13.:: 1.7 0.4 - 3.0 3.0 PlIF 0.83 0.81 0.86 0.54 Report Generated by `Turn:cg Point 1rat7r Service" all righ:s reserves Harris & Associates 750 B Street, Suite 1800, San Diego, CA 92101 Counted By: Emp. r-`03 Location: Stockman Street & Cagle Street Start Daze: 05i301200 7 Pile Name: 725-01-2 Stockman Street Southbound Cagle Street Westbound Stockman Street Northbound Cagle Street Eastbound Star: Left j Thru 1 Right 1 Ped Lef: Thru ' Right Ped Left r Thru Right 1 Ped Le`: ' Thru ' Right i Ped interval Time 1 1 Total 1 1 I I 16:00 0 14, 0i 0 1l! 01 JI 1 1' 141 18 0 01 01 0' 0 59 16:15 01 9! 01 0 8i - 1 01 0 11 161 27i 0 Di 0( 0 0 61 16:30 01 81 01 0 20 1 1 0 It 16 12' 0 0' 01 li 0 60 16:45 01. 12 1 0 11 0 01 1 4 15 100 0 0 31 0 57 Total 0� 43 0 1! 0 50F1 T 2 7 617 671 0 01 01 41 0 237 17.00 01 7; 01 0 Si 11 01 0 3, 151 8 0 01 01 0 0 42 17:15 0' 131 11 0 61 0' 0 5 11 251 20i 0 Or 01 4 0 7, 5 17:30 O 7 0 - 1 7 0 0 1 4 9 181 0 0( - 0' 1 0 48 17:45 O. 10 0 0 16, 0, 0 4 8, 18k 101 2 0 1- 4 0 73 Total 01 37 11 1 37, 1! 01 101 16j 67i 56' 2 01 11 9j 0 238 Grand Total 0 S0 21 871 2; 1 12 23' 1281 123 2 0 1� 13 0 475 Approach% -1 96.41 2.41 1.2 85.3 2.0 1.0 11.8 8.3; 46.41 44.61 0.7 I 7.11 92.9 - Total% - 16.81 0.4 0.2183, 0.4'0.21 2.5 4.8 26.9 25.91 0.4 - 0.2 2.71 - Peak hour analysis for the period 17:00 to 17:45 Volume • 1 371i 1i 1 37' ll - 10 16; 671 56 2 - ! 11 9 - 238 Approach% • 1 94,9 1 2.6 2.677.1 2.1 - 20.8 11.3 1 47.5 39.7 j 1.4 - 1 10.0 I 90.0 - I': tal% 15.5 0.4 0.4 15.5 1 Os i 42 6.7 28.2 i 23.51 0.8 - 0.4 1 3.8 , - PiIP 0.70 0.60 0.77 0.50 Rcxr. Generated by "T'tn:ng Point Traff:e Service' al; rights reserved Date: 5/30'07 NORTHBOUND Speed Report Site: [725.05'• Stockman Street south of Cagle Street 5 15 20 25 30 35 40 45 50 65 60 65 70 Time 14 19 24 29 34 39 44 49 54 59 64 69 74+ Total CO GO AN �e9 6 3 0 0 0 0 C C G rc 0 19 �g ,f3y}- 5'K)Y;: 'R' . 2r ;! '< i•7ih�" _,x �t tL i.fe.i t '. ,, V;t1 .. 'G ~ r>- } '•'7.7g yy-� -', _ v;:K 1 02:00 0 0 1 1 1 0 3 0 C C 0 0 0 3 rt rrI r J.:,! 'd' n yp,T+'- C lv Vt t• J4AC - a �Rf t. ✓ J' .` i,1A.a^__.ut -2' �'..snr, r >I! `" i tieitj�,•, t.iN.� i.a" 3'M .Q�FV4S;-'!:'`.fi.si'^'it1i�...���ii�..:. 4"�Y;>6�.�iK: 'll'.:X ; lrq .....:. .>iiii�("".u��..6�;Si.:4.k� it 9ra�:� ��A`�`U.at 04 00 � �r 0 0 c o 0 0 0 0 c 1 r i�(f{OY et [ .t,fdRi. gT y r> S Y�Z X . t .'�e'1 !rY: ''f. Z . ?4?1=t•.. _ . �;4N.'KSi:r> u..>., .rE "� ;7.rt .l..rti ..,n, w'. yr. a• i.P r3,L _•'.:1�� 06 00 3 8 11 4 2 0 C 0 0 0 0 0 0 28 t ' S r 1 f o F'. a/ dt h s . •e '� ' p t i.. . a�����e3-y.�i�'AJstlias.�?�18'�r;�,.y���-?a'�i:�nm '1?a`.t-°;. F ?;i: 7�' ."b.�,",;�����t"�'r�.w'��s..r f'+',�.>1w�'�.}..�;�_. , ri�JFs� 08 00 7 27 22 12 6 0 1 0 0 0 0 0 0 75 r l'F w r x < v il. r f t !a .. 5 v. a ' E. G F L SK" ?'7PeP• Y � r 1� ^t i � O,J �" .'�'E.�� 1000 1 18 2 8 6 0 0 0 0 0 C 0 0 54 v` e - G. Y r C S M7." a Y 4:+4 r " ti V' d "-.$„ L is '4 .�. ': ,4- < i �'�r �,Jy7 ':rMi ��+`'��.�.s5e�l�.�. �'�'zs .,.v.��:'.'�'�ra.:.�.da.z.. -�a`Y. ����.�+�5� * i:.•. .. nt�tlFinrrc.<.� 12 00 PM 4 27 24 16 2 0 0 0 C G C C 0 73 wi.Y�.. ,�{:'rti<`�i:a. r. ? �`�;'v'�fi�F,..3e'�aYo,,:.r�i?sAiCe1:�.i6.''�4F,t�L:4�;]{Y y`�'r �..'2�4....,� i�' t1,�.'�lV,r''.�..5 `!'�.�a%t. v.:4.`�yi<.:. 14:00 7 30 44 �23 2 0 0 0 ���u 0 C 0 0 �0 106 ��� y� y' yr y,. `tT K"; > 2itt :ij gi x. w� .. j17 tZ tY. n: b hiT+y '(b'ssyr V� .:}�{% >k,.: t,,,li Y a e,'Ayr �' ,?r'A-S 3 �`_j� .I :Ktt�ti� �ii '2♦♦ wk 1%' � s1i 4a iP' jy�� 'e '�iVY. .h�.N.`���',i1�... xQ a:P^.>�:E 0 �'.�!: �f� .+> k' ... Ors t i ,�.. H +. `n€ 9 b a. � a stY�.i a.< 16:00 6 36 55 25 6 g1 C C 0 0 0 0 0 129 a 'i i 3 ^ r .l y 'i _ a.X i v r k'iy."i.. 'y}M" �M 'lam fg U+at,es'Sf1 t� Ye, sfitk ���i�.(.�.ae?4•f�?t':' .., �....ir�i� :�5. '��;�Y%a�t ,_Y1 1.�e"i-�� iL�3f�.. a.'�r�` ' . �'k'�`...r,•" 18:00 44 47 47 33 8 C C 0 0 0 0 0 yCr 136 °� 2 V r.4.'Y.`e'v. .tx"r. r 'Rti' p4y 'dct+y' `,::I Y:'4 ?Q..,`,1* . ;F.:... t .s `.�l.Wii -.' o 'IGt. :1.,c`4..k�i_. r. _. -c yy�,yt y ..��y.,a�.,� �w r > r •E ,�,�j I .t. r � M �.�tl•UV'�9R". .`�y'y,< l i.� �. v .t .v is -'� ,�17.��: 20 00 6 45 36 17 0 0 0 0 0 0 0 C 108 > e�rny - .,• s e.,, W �*y/ys-1 x t"< ' t.��``^^' q�.�dq'.yy�p�"�y u< �� om. y� '. 1 a s 17.: �.5.13ei 7k: r c.%., 4',- :, _�N.:; __.'.. P (,�.rinW vide''.ffiT.✓+7wAt, T�3,4211•,:\4',rJ :. 1* '22:00 3 3 2,µ1N 1 t 1C 0 0 0 0 0 0 0 c 49 0 '- r..,..«1. :' ,i0 i..'✓;0'; 2^ >'li ? f i.4"r l.tr 'tTeei*,;::0. n 0.,la .:r>Tr'Lr,it iC..d d '..?s � Totals 94 538 538 269 87 5 2 0 0 0 0 0 0 1533 % of Totals 5% 35% 353': 18°'o 6% 0% 0% :CO°b % AM 2°': 93': 8°': 4'%0 2% 0% 7% AM Peak Hour C7:OC 05:OC 08:00 11:CD C3:00 C7:00 C9:OC Volume 17 27 22 _ 5 1 1 % PM 4% 27°': 27-., 14% 4...': 1% 0% PM Peak Hour 17.00 15:CO :5:03 19:00 17:7C 15:7C 21:30 Volume 6 51 56 37 10 2. _ aeoc,t Ger.e'aled by ✓nrrg °o'n! rrsr`,c Ser:.ce: eel rgnls reser:eo 24% 09:•0C 75 76% 1500 154 Average Speed sOin Percentile e6th Percentile 21.6 21 i 27 1 Daily Vehicle Volume Report Location: Stockman Street north of Cagle Street File Number: 72504 Counter ID: 91162 Report Duration: Wednesday May 30. 2007 - 00:00 to Wednesday May 30, 2007 - 23:59 Other Notes: None at this time. 140 120 - 100 80 60 40 20 Graph of Totals 1111.111111.1 11111 00 0102 03 04 05 05 07 08 09 10 11121314 15 16 17 181920 21 2223 Report Generated by "Turning Point Traffic Service" al! rights reserved North Bound South Bound i Total Time 1 Volume Volume Volume 00:00 - 00:59 .I 8 51 13 I 01:20 - 01:59 i 2 0 2 02:00 - 02:59 2 31 5 03:00 - 03:59 2 11 3 04:00 - 04:591 0 33 1 05:00 - 05:59 3 331 36 06:00 - 06:59 , 9 46 55 07:00 - 07:59 18 74 92 08:00 - 08:59 33 56T-- 89 09:00 - 09:591 . 28 231 51 10:00 - 10:59 ) 25 281--. 53 11:00 - 11:591 34 49! 74 12:00 - 12:59 ' 35 37 72 13:00 - 13:59 30 391 69 14:00 - 14:591 51 441 95 15:00 - 15:591 77 471 124 16:00 - 16:591 64 461 110 17:00 - 17:59 I 62 44 106 18:00 - 18:59 63 51 114 19:00 - 19:59 26 45i 71 20:00 - 20:59 51 37j_ 88 21:00 - 21:591 37 171_ 54 22:00 - 22:591 17 16 33 23:00 - 23:59 14 5 19 Total 691 740L 1431 AM Peak II Hour I 7:00 7:59 7:45 7:30 Volume 14•3704 15:291 8:2998:4344 I 14:45 .145::4445 P M Peak , 1 . Volume 1 15:44 1 78 54 13C Daily Vehicle Volume Report Location: Cagle Street east of Stockman Street File Number: 72502 Counter ID: 89316 Report Duration: Wednesday May 30, 2007 - 00:00 to Wednesday May 30, 2007 - 23:59 Other Notes: None at this time. 120 F 100 r• 80 - 60 40 20 Graph of Totals (' 'r-f 1 . 1 1 1 J L 1 i 1 L 1 1 1 J 1 1 1 1 00 01 02 03 04 05 06 07 08 091011 121314 15 15 1718 19 20 21 22 23 Report Generated by "Turning Point Traffic Service" al! rights reserved Time 00:00 - 00:59 01:00 - 01:59 02:00 - 02:59 03:00 - 03:59 04:00 - 04:59 I 05:00 - 05:59 1 06:00 - 06:59 07:00 - 07:59 08:00 - 08:59 East Bound Volume 10 3 1 7 18 31 West Bound Total Volume Volume 5r 15 09:00 - 09:59 1 10:00 - 10:59 34 3 6 2 3 3 3 71 29 54j 65 431 19 36 24 29I 11:00 - 11:59 12:DO - 12:59 13:00 - 13:59 14:00 - 14:59 15:00 - 15:59 16:00 - 16:59 . 26 33 37 39 40 70 65 41 33 44 50; 53 36 72 96 77 55 53 59 78 72 84 120 118 17:00 - 17:59 18:00 - 18:59 19:00 - 19:59 20:00 - 20:59 21:00 - 21:59 1 22:00 - 22:59 23:00 - 23:59 Total 1 AM Peak Hour Volume PM Peak Hour 1 Volume l 61 64 50 52 40 27 20 739 32 93 551 119 7:15 8:14 34 15:30 16:29 88 42; 92 541 106 33 73 19 46 15 35 780, 1519 6:30 7:29. 67 18:15 19:14 57 7:15 8:14 97 15:30 16:29 '37 Daily Vehicle Volume Report Location: Cagle Street west of Stockman Street File Number: 72503 Counter ID: 91163 Report Duration: Wednesday May 30, 2007 - 00:00 to Wednesday May 30, 2007 - 23:59 Other Notes: None at this time. 35, 15 Graph of Iota 1 s 1 1 1 1 1 1 I 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Report Generated oy "Turning Point Traffic Service" all rights reserved Time -6R-6-L00.59 • I 01:00 - 01:59 • 02:00 - 02:59 03:00 - 03:59 04:00 • 04:59 West Bound East Bound. Volume Volume1 5 3' 0 al 0 01 0 o' Total Volume 8 0 c 3 05:00 - 05:59 06:00 - 06:59 2 3 9 3 07:00 - 07:59 5 9 14 08:0C - 08:59 2 9 '1 09:00 - 09:59 5 7 12 10:00 - 10:59 3 5 8 11:00 - 11:59 . 5 12:00 - 12:59 1 41-- 5 13:00 - 13:59 1 7 3: 10 14:00 - 14:59 . 13 61 19 — 15:00 - 15:5f9 1 8 141 22 16:00 - 18:59 i 4 10 14 17:00 - 17:591 12 20 --32 18:00 • 18:59 12 71 19 19:00 - 19:59 I 6 7, 13 20:00 - 20:59 ! 7 6 13 21:00 - 21:59 9 41 13 22:00 - 22:59 2 1 • 3 23:0C - 23:59 4 6 10 Total 113 139 252 71 12 AM Peak How' . Volume PM Peak! Hour Volume 0:00 0:59 5 13:45 14:44 16 7:15 8:141 131 17:151 18:14 211 7:15 8:14 16 17:15 18:14 36 :ETING DATE July 17, 2007 City of National City, California COUNCIL AGENDA STATEMENT AGENDA ITEM NO. 6 ITEM TITLE WARRANT REGISTER # 48 PREPARED BY D. Gallegos -Finance EXPLANATION DEPARTMENT Finance Tess E. Limfueco 619-3364330 Ratification of Warrant Register # 48 per Government Section Code 37208. CEnvironmental Review (-Financial Statement Not applicable. >STAFF RECOMMENDATION I recommend ratification of these warrants for a total of $ 1,220,033.65 _ N/A Approved By: BOARD / COMMISSION OMMENDTION ATTACHMENTS ( Listed Below ) 1. Warrant Register #48 2. Workers Comp Warrant Register dated 5/30/07 3. Payroll register dated 5/30/07 A 20C IG 99 F • ance Director Account No. Resolution No. City of National City WARRANT REGISTER N 48 6/5/2007 PAYEE GONZALES ARJ►S BAJA PARTS & EQUIPMENT, INC. RANC OF AMERICA PI JRI.IC & RANK OF AMERICA BLACKIE'S TROPHIES AND AWARDS BONTCY BRATTIN MOTORS! BSN SPORTS CESNAUSKUS CITY OFCINILA VISTA CORPORATE EXPRESS COUNTY OF SAN DIEGO CRAWFORD CWI?A DAPPER TIRE COMPANY DATA TICKET INC I)AVIES DELL MARKETING CORP DISCOUNT SPECIALTY CHEMICALS DIXIELINE LUMBER CO. DOKKEN ENGINEERING 1")IJRRA INK ENTERPRISE GROUP DESCRIPTION ADV SUBSISTENCFJSMIP PROGRAM ARJIS COSTS, JPA COSTS CUTTING EDGE KIT W/ROLTS CAT LOADER IiOPT LEASE PM'l't5 CREDIT CARD PYMNT MOP 67727 NAME TAGS REFUND CITATION P57379 DISMISS BRAKE FLUID/SEAT. RING.OIL HETER 6 LIL' SHOOTER GOALS 10' X 5' 125 PLAN REIMBURSEMENT ANIMAL SHELTER COSTS MOP 45704 PRINT CTRG MAII. PROCESSING SERVICES 125 PLAN REIMBURSEMLN I CI;R, IFHCATE RENEWAL/SMI'11►.I. TIRES MAR 2007 PARKING CITATION PROCESSING 125 I'I.AN REIMBURSEMENT IIARDDRIVE ULTRA MAL-ODOR, PINE SCENTED MAILS MOP >;45707 TRTD DE I&BTR MAY 2007 SERVICES COMMUNITY QUICK GUIDE 13ROC711JRF. ('()I'Y PAPER, RECYCLED C:HK NO DATE AMOUN 215059 6/4/07 900.00 215060 6/5/07 658.50 215061 6/5/07 206.76 215062 6/5/07 3,077.02 215063 6/5/07 819.20 215064 6/5/07 21.55 215065 6/5/07 305.00 215066 6/5/07 1,302.68 215067 6/5/07 564.18 215068 6/5/07 527.78 215069 6/5/07 8,321.61 215070 6/5/07 2,195.19 215071 6/5/07 3,466.31 215072 6/5/07 309.33 215073 6/5/07 66.00 215074 6/5;07 139.59 215075 615/07 3,295.55 215076 6/5/07 143.80 215077 6/5/07 1,620.23 215078 6/5/07 177.69 215079 6/5/07 1,202.06 215080 6/5/07 55,181.59 215081 6/5/07 1,116.43 21508.2 6/5/07 4,404.28 1 FEDEX FLEETPRIDE FRANKI,TN PRODUCTS FROMEX PHOTO & STUDIO GALLS, INC. GEORGE I1 WATERS NUTRITION CNT GOLF VENITIRLS WEST GUNDERT HERNANDEZ I11NDERLITER DE LLAMAS & ASSOC I TOME DEPOT/GECF IRON MOUNTAIN RECORDS JODI L. DOUCETTE LASER SAVER INC L1LBERT CASSIDY W}IITMORE LOPEZ LYONS MAGGIORA MALLORY FIRE MAYER REPROGRAPI TICS MJC CONSTRUCTION MORE DIRECT NACOLE NAPA VALLEY COLLEGE CJ'IC P G AUTO PARTS PACIFIC AUTO REPAIR PARAGON MEDICAI. PARRON HAIL OFFICE INTERIORS PERAZA PERRY FORT) POWI•:RSTRIDL BATTERY CO INC PROCHEM SPECIALTY PRODUCTS IN PRUDENTIAL OVERALL SUPPLY PUBLIC EMI' RETIREMENT SYSTEM FEDEX CHRGS-HR TESTING MAILS SUPPLIES - GEAR/TRW VINYL BADGE CI,AIM: NCPI) CASE #0402679 WORKRI'IE NOMEX TINY 'LOTS GRADUATION FXPCS KEY. PARALLF1. EI)UC REIMBIRESCI JE SYSTEMS 1 EDUC REIMB/PI IC) IOGRAPHY CONT SRVC: SALES TAX 2ND QTR TRASH CANS & MISC SUPPLIES RECORDS STORAGE SERVICE TRAVEL, EXP/SPRING CONFERENCE. MOP 45725 "TONER COMPATIBLE I,F.GAI. SERVICES TRANSLATION SRVCS 4/28/07 CLAIM'RLLEASE OF ALL CLAIMS 125 PLAN REIMBURSEMENT RLSCI!EAIRE PORTABLE WIQK-F REPRODUCTION OF PLANS, SPEC 04-8 REMOVE/REPLACE CONCRETE, BASE PRINTER FOR EMP ID CARDS NACOLE CPRC MEMBR 2007-2008 ADV TUITION/CERTIFIED PLAN 11 A1;1 LRNATOR LABOR SINGLE DOOR DOUBLE LOCK WORKSTATIONS & CABINETS FOR PT) REFUND/DUPLICATE PAYMENT SI 'AFT AIBEARING/ALIGNMENT BATTERY FLOOR BRITE LF. 15 GAL DRT;M MOP 45742 TOWEL BATH WHITE SERVICE PERJOD 05-07-4 215083 6/5/07 24.75 215084 6/5/07 681.80 215085 6/5/07 234.75 215086 6/5/07 567.i 215087 6/5/07 6,101.18 215088 6/5/07 65.00 215089 6/5/07 144.27 215090 6/5/07 375.00 215091 6/5/07 109.51 7.15(192 6/5/07 4,454.1 ; 2I5093 6/5/07 489.72 215094 6/5/07 100.00 215095 6/5/07 1,588.04 215096 6/5/07 738.96 215097 6/5/07 1,300.00 215098 615/07 100.0(1 215099 6/5/07 335.00 2151(1(1 6/5/07 313.6() 215101 6/5/07 3,965.. 215102 6/5/07 238.83 215103 6/5/07 2,160.00 215104 6!5/07 1,896.60 215105 6/5(07 300.00 215106 6/5/07 280.00 215107 6/5/07 1,251.69 2151(18 6/5/07 921.99 215109 6/5/07 105.75 215110 6/5/07 12,042.82 215111 6/5/07 60.00 215112 6/5/07 1,084.22 215 1 1 3 6/5/07 1,157.80 215114 6/5/07 256.11 215115 6/5/07 63.06. Z 15 1 16 6/5'07 220,579.. PURCEI .L RODRI(it JEZ RUIZ SHOEMAKER SMART & FINAL. SOLANO PRESS BOOKS SONITROL OF SAN DIEGU STEVENS CONSTRUCTION SUN BADGE COMPANY INC. STUN TRUST 1'S &. SIGNS 'HIE STAR NEWS IIIOMSON WEST TIEMAN (IS STERLING CAPITAL CORP VALLEY INDUSTRIAL. SPECIAI.TIF.S VICTOR KEMP CO. WAITS WILLY'S ELECTRONIC SUI'PI.Y ZAPATA ZEE MEDICAL, INC. REFUND/DISMISSED CITATION ADV SUBSIST/MILEAGE-FBI ACAD REFUND/INCORRECT SSN PAID 125 PLAN REIMBURSEMENT MOP 45756 STORE MISC SOLANO-REDEV 2007 SUPPLEMENT BI JRGI .AR ALARM INSTAL .I.ATION REMODEL OF OLD LIBRARY MOP 45761 SUNTONI? REPAIR NEW FIRE TRIJCK't1 LEASE I'MT//40 NAVY SHIRT, CITY LOGO AL) OF PI IBLIC HEARING LEGAL. PUBLICATIONS 125 PLAN REIMBURSEMENT SETTLING CHRGS MAY 12 & 18 2007 PI.IIMBING SUPPLIES CORNER GUARD REIMBURSEMENT FOR PLAQIJF MOP 45763 COMPUTER SUPPLIES REIMS/DINNER MEETING MEDICAL SUPPLIES 215117 6/5/07 305.00 215118 6/5/07 3,681.00 215119 6/5/07 130.00 215120 6/5/07 500.00 215121 6/5/07 30.86 215122 6/5/07 29.75 215123 6/5/07 2,335.00 215124 6/5!07 5,713.20 215125 6/5/07 148.65 215126 6/5/07 5,009.63 21517.7 6/5/07 489.99 215128 6/5/07 1,609.27 215129 6/5/07 140.29 215130 6/5/07 2,000.00 215131 6/5/07 99.27 215132 6/5/07 299.55 215133 615/07 464.48 215134 6/5/07 105.70 215135 6/5/07 477.61 215136 6507 75.04 215137 6/5107 416.00 Total 378,169.09 Workers compensation cheeks 13178 5/30/07 119.87 13179 5/30/07 53.71 13180 5/30/07 1,274.80 13181 5/30107 113.78 1.1182 5/30/07 27.84 13183 5130/07 189.34 1-3184 5/30/07 1,399.90 13185 530'07 59.29 13186 5/30/07 89.58 I + 187 5/30107 103.86 13188 5/30/07 2,390.10 13189 5/30/07 56.93 13190 5/30/07 70.19 13191 5/30/07 24.60 13192 5/30/07 39... 13193 5/30/07 1.08.78 13194 5/30/07 449.52 13195 5/30/07 199.29 13196 5/30/07 127.55 13197 5/30/17 1,009.94 13198 5/30/07 149.99 13199 5/30/07 89.57 13200 5/3(1/07 1,040.27 13201 5/30/07 190.78 13202 5/30/07 1,418.98 13203 5/30/07 134.34 13204 5/30/07 408.57 13205 5/30/07 26.71 13206 5/30/07 374.00 13207 5/30/07 16. 13208 5/30/07 280.00 1.3209 5/30/07 26.77 13210 5/30/07 16.49 1 321 1 5/30/07 12.61 13212 5/30/07 440.00 Total 12,534.15 Total 390,703.84 PAYROLL Pav pei iod Stai Date End Date Check Date 304 05/08/07 05/21/07 05/30/07 Total. $829,329.81 GRAND TOTA1. $1,220,033.65 4 ETING DATE July 17, 2007 City of National City, California COUNCIL AGENDA STATEMENT AGENDA ITEM NO. 7 ITEM TITLE WARRANT REGISTER # 49 PREPARED BY DEPARTMENT D. Gallegos -Finance Finance EXPLANATION Tess E. Limfueco 619-336-4330 Ratification of Warrant Register # 49 per Govemment Section Code 37208. 2 CEnvironmental Review N/A Financial Statement Not applicable. Approved By: /��[J Finahce Director Account No. STAFF RECOMMENDATION I recommend ratification of these warrants for a total of $ 677,683.13 BOARD / COMMISSION RE MMENDAT N ATTACHMENTS ( Listed Below ) 1. Warrant Register #49 2. Workers Comp Warrant Register dated 6/6/07 Resolution No. A 200 19 99'. Payee ALL THE KINGS FLAGS City of National City WARRANT REGISTER # 49 6/ I2/2007 . Description chk no chk date amount CALIFORNIA FLAG AMERICAN ROTARY BROOM CO., I SWEEPER REPAIRS ASTRO MECHANICAL CON'I'RACTOE INSTALLATION -ELECTRIC STARTERS AT&T/MCI AT&T/MCI AUSTIN DOORS BANK OF AMERICA BANK OF AMERICA BEST BEST & KRIEGER I.I.P BEST BEST & KRIEGER LLP 'IC CORPORATION BOOT WORLD CAPE PRONE 339 342-2741 511-6/6/07 PHONE 619 477 9751 5/13-6/12/07 CITY-WIDE DOOR REPAIRS ('R CARD PMNT!MAYOR-COUNCIL CREDIT CARD PYMNT CLAIM: R LOVE V. ('ITY OF NC CLAIM: A HUNTER V. CITY OF NC 1'I.AY SAFE! BE SAFE! KITS MOP #64096 RIGORI{RTO CIIAVI•; . FIRE/LTD JUNE 2007 CA ASSO OF CODE ENFORCEMENT 2007 (.'AC'EO MEMRI•RSILIP DUES CALIFORNIA COMMERCIAL SF.C'UR MOP #45754 CARD READER DOORS CALIFORNIA ELECTRIC SUPPLY MOP /145698 FLAG POI .E LIGHT CALIFORNIA LAW ENFORCEMENT PD/I; TD JUNE 2007 CER CINGUI.AR WIRELESS CITY OF CIIULA VISTA CORPORATE EXPRESS COUNCIL. OF PIIILIPPINF AMERICA COUNTY OF SAN DIEGO COUNTY OF SAN DIEGO CPRS ANIEL PEAR('I:/ RPM WELDING TNTERESI 1)EVELOPMI•:N'TS DATA VOICE SVC 4/21-5/20/07 ANIMAL. SI ILL TER COSTS LATERAL. FILING CABINET REFUND/TUN FAIR & PARADE 2007 POLICE I1O'TANK MONITORING MAIL. PROCESSING SV(' 4/16-5/15/07 CPRS NEW ML\1BERSIlIP MOP #45749 REPAIRS 215138 6/12/07 238.87 215139 6/12/07 1,233.81 215140 6/12/07 2,370.00 215141 6/12/07 498.06 215142 6/12/07 78.51 215143 6/12/07 500.00 215144 6/12/07 3,220.63 215145 6/12/07 25.00 215146 6/12/07 5,126.11 215147 6/12/07 72.61 215148 6/12/07 60.00 215149 6/12/07 250.00 215150 6/12/07 656.00 215151 6/12/07 150.00 215152 6/12/07 1,079.36 215153 6/12/07 188.56 215154 6/12/07 1,618.50 215155 6/12/07 191.52 215156 6/12/07 2,390.70 215157 6/12/07 8,301.21 215158 6112107 2,018.94 215159 6/12/07 1,500.00 215160 6/12/07 57.50 215161 6/12/07 4,058.26 215162 6/12/07 125.00 215163 6112/07 I.778.44 1 City of National City WARRANT REGISTER # 49 6/12/2007 Payee Description chk uo chk date amount DAY WIRELESS SYSTEMS COMMUNICATIONS LUI)IPMENL SVC 215164 6/12/07 867.99 L)EI.TA DENTAL, DENTAL INS JUNE 2007 215165 6/12/07 16,302.70 DELTACARE (PMI) DEPARTMENT OF TRANSPORTATIO DIAZ DIXIELINE LUMIBF.R CO. EMBASSY SUITES MANDALAY 1WA ENVIRONMENTAL. HAZARDS SERV EXPRESS TEL FEDLX FEDEX KINKO'S FERGUSON ENTERPRISES, INC FIRST AMERICAN REAL. ESTATE SO FON-JON KENNELS LOBBY GORMSFN APPLIAN(:1: CO GRAINGER HANSON AGGREGATES PACIFIC IIARRIS & ASSOCIATES HEALTH NET HEALTH NET HEALTH NET HEALI'!i NET IIOLIDAY INN - SOUTH BAY HUNTER'S NURSERY INC. HYDRO-S(.:APE PRODUCTS INC. JEFFERSON PILOT FINANCIAI. DENTAL INS PMI JUNE 2007 I IIGHWAY LIGIITLNG FOR APR 07 EDUC REIM.H/MANAGEMENT 1 MOP 45707 SMALL TOOLS 2007 CACEO ANNUAL SEMINAR LEAD WIPE SAMPLES PAGER SVC FOR I'D 4/20-5/20/07 FEDEX PRIORITY OVERNIGHT C:ARDSTOCK, COLORED MOP t;45723 1'IPF.S & VALVES MIAIROSCAN (1) SVC - SAN I)1F.GO KENNEL FEES FOR POLICE K9'S 2005 & 2006 PAGEANT EXPENSES SERVICE CAI.I, MOI' 465179 SMALL TOOLS CEMENT SUPPLIES TRAFFIC ENG CONSULTANT SVCS 11EALTH INS H0067A JUNE 2007 I IEALTH INS JUNE 2007 57135.1 I IEALTH-ELI:CT INS JUN'07 57135A I IEALTH-RL1 INS i-10067F JI INE 2007 LIAR CLAIM: ('ONTRF,RAS MO1' P:45719 I'I .ANTING MATERIALS MOP 445720 IRRIGATION ROTOR LIFE INS JUNE 2007 215166 6/12/07 3,366.'35 215167 6/12/07 9,172.37 215168 6112/07 165.00 215169 6/12/07 1,361.14 215170 6/12i07 871.75 215171 6/12/07 324.00 215172 6112/07 384.78 215173 6/12/07 50.85 215174 6/12,'07 239.56 215175 6/12/07 442.7 215176 6/12'07 3,819.00 215177 6/12 07 275.00 215178 6' 12107 3.2 ; 5. 65 215179 6/12/07 226.15 2.15180 6/ 12, 07 119.22 215181 6/12/07 156.36 215182 6112/07 3.201.05 215183 6/12/07 57,370.32 215184 6112/07 950.10 115185 6/12/07 14.346.99 215186 6/12/07 2,561.84 215187 6/12/07 71.50 215188 6/12/07 391.45 215189 6,12/07 663.26 715190 6/12/07 11,767 Payee JOIFN DEERE LANDSCAPES KAISER FOUNDATION IIEAL'I'H PLA KAISER FOUNDATION HEALTH PLA K.ILLACKY, KEVIN I,.N. CURTIS & SONS LASER SAVER INC I.FXIS-NEXIS LOCAL (GOVERNMENT COMMISSIO LOCAL, GOVERNMENT PUBLICATI LONGS DRUG STORES MAN K-9 INC'. `1ASON'S SAW & LAWNMOWER SR MMASC MONTGOMI(RY KONE, MORE DIRF.CT MOTHER'S NI I RITIONAL CENTER MULTI -BANK SERVICES LTI') N C CHAMBER OF COMMERCE NAPA AUTO PARTS NATIONAL CITY CAR WASH NA1 ZONAL CITY DF': I AIL SHOP NATIONAL CITY TROPHY NATIONAL TRUST FOR HISTORIC NAVY DISPATCH NEWSPAPERS NEXUS IN1'EGRAI7:L) SOLUTIONS ONE SOURCE DISTRIBUTORS )CCHI'S POWER EQI!IPMENT City of National City WARRANT RF,GISTF:R # 49 6/12/2007 Description MOP 469277 MULCH KAISER INS ACTIVE JUNE 2007 KAISER RI': F INS JUNE 2007 ICS 300 400 TRAIN/TRAINER SEMINAR TRUCKMAN SAFETY STRAP MOP 45725 TONER COMP CA CIVII, I)ESCOVERY 2007 SUP L G C MEMBERSHIP RENEWAL LONGTIN'S CA LAND USE 2D MOP#45727 FIRST AID SUI'PI.IES MAINTENANCE TRAINING - MAY 07 MOP #45729 SAWS, SUPPLIES 2007 MMASC REGISTRATION ELEVATOR MAINTENANCE. PART f11 100545, SIERRA WIRELESS DATA INC 215205 chk no chk date amount 215191 6/12/07 1,069.81 REFUND OF BANNER ADMIN FEE TRADE SETTLING CHARGES MAY'07 CTIY ENHANCEMENT FUND J11N'07 MOP 45735 OIL Fll . CAR WASHES. APRII. 2007 MOP #45737 DETAIL. '96 VAN MOP �'66556 CUSTOM-MADE SIGNS HISTORIC PRESERV MEMBERSHIP ADVERTISING/POLICE RECRUIT SOFTWARE MAINI - MAY 2007 MOP 167256 CONCRETE BOX &. ('OVER MOP #45740 ENGINE. STARTER 215192 215193 215194 215195 215196 215197 215198 215199 215200 215201 215202 215203 215204 215206 215207 21520X 215209 215210 215211 215212 215213 215214 215215 215216 215217 6/12/07 6/12/07 6i 12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/12/07 6/1 2/07 6/12/07 6/12/07 6/12/07 6112/07 6/12/07 112,456.43 3,756.06 119.20 206.63 147.68 110.94 75.00 119.56 168.64 400.00 2,008.84 310.0(1 1,530.87 1,750.88 1,975.00 449.39 3,750.00 859.94 248.00 165.00 61.99 20.00 167.48 1,488.00 77.97 440.89 City of National City WARRANT REGISTER # 49 6/12/2007 Payee P & D CONSULTANTS INC PELICAN-CASE.COM PERVO'I'RAFFIC CENTER J'ROCHEM S1'ECIALTY PRODUCTS I PRUDENTIAL. OVERALL: SI JPPLY PIJBLIC EMI' RETIREMENT SYSTEM IL & R CONTROLS, INC. RF.EI)ER REGIONAL COMMUNICATIONS SY RON BAKER CHEVROLI T-GEO-ISU RON TURLEY ASSOCIATES, INC S I) AREA Cl1.AP"TER I('C SDG&E SIIFPPARD MIJI,LTN RI(:1ITFR SIIRFD-IT SII,VA SMART & FINAL, SUI,ANO PRESS BOOKS SONITROI. OF SAN DII/.(.iO SOUTHERN CALIF TRUCK STOP SOUTHWEST SIGNAL SERVICE, IN STEVENS CONSTRUCTION STHATACOM SW1_ 1 TW'ATIiL AI JTHORI1 Y TARGET SPEC.'1AI,TY PROU1.'U FS TIIL I.IGHTHU LSE„ INC. TRAJICO Description HOUSING ELEMENT WORK I/I.ACK PELICAN CASE wax FOAM MOP 1163846 BALLFIELD PAINT BRAKE WASHER, FTL,TER PALS MOP /145742 UNIFORMS - PARKS SERVICE PERIOD 06-07-3 TRAINING EDUC REIMB/SI•:MINAR IN LAND USE RADIO MAINTENANCE MAY 07 LABOR REPLACE ENGINE ASSEMBLY ANNUAL, MAINTENANCE AGREEMENT 2007 CBC PROVISIONS FOR F VIRDEN FACILITIES DIVISION GAS/ELECTRIC LABOR & EMPLOYMENT SEMINAR SHREDDING/FINANCE AND 11 R LAW OF EASEMENTS SEMINAR MOP 45756 SPRING CLEANING 2007 SI II'PLMNI RF,DVLPMT IN CA REPAIR DOOR 140 E 12TH ST MOP 1145758 PROPANE TRAFFIC SIGNAL,/STREET LIGHTING MAY 2007 SERVI(:ES MOP 6:1845 JOB FLYER - MIS MOH ITES DIVISION WATER BILLS TURF SUPREME FERTILIZER MOP '+45726 ELEC ! RICA', SUPPLIES EXPERT SRVCS-RPI.0 C101210575 chk no chk date amount 215218 6/12/07 1,425.50 215219 6/12/07 349.80 215220 6/12/07 462.30 215221 6/12/07 2,474.50 215222 6/12/07 896.98 215223 6/12/07 215,969.34 215224 6/12/07 415.00 215225 6/12/07 1,200.00 215226 6/12/07 8,930.50 215227 6/12/07 7,5.4.14 215228 6/12/07 1,400.00 215229 6/12/07 70.0 215230 6.'12/07 28,354.37 215231 6/12/07 150.00 215232 6/12/07 388.00 215233 6/12/07 339.00 215234 6112107 443.26 215235 6/12/07 29.45 21.5236 6/12/07 266.00 215237 6/12/07 23.49 215238 6' 12'07 17,678.95 215239 6/12/07 40,762.90 215240 6/12/07 215.33 215241 6/12/07 425.66 215242 6/12/07 3,598.32 215243 6/12.07 499.14 215244 6/12/07 7,0001 4 City of National City WARRANT RECISTER # 49 6/12/2007 Payee Description chk no chk date amount U.S. HEALTHWORKS MEDICAL SERVICES 215245 6/12/07 340.00 U.S. ITEAI:THWORKS MEDICAL SERVICES 215246 6/12/07 120.00 UNION SECURITY INSURANCE CO. VLI, TUNE 2007 21.5247 6/12/07 2,242.11 VERIZON WIREI.ESS - SD CEI.L PHONE -CITY WIDE 4/22-5/21/07 215248 6/12/07 7,026.21 VISTA PAINT MOP 68834 PAINT SUPPLIES 215249 6/12/07 222.50 WATERLINE TECHNOLOGIES CHEMICALS FOR MUNICIPAL P001, 215250 6/12/07 458.58 WEBREGPRO CCAPA CONFERENCE/I' CHAPIN 215251 6/12/07 480.00 W ESTFLEX INDUSTRIAI. MOP #63850 ASSF.MBLY HOSE 215252 6/12/07 181.00 WILLY'S ELECTRONIC SUPPLY MOP 45763 SMALL TOOLS 215253 6/12/07 293.23 WOOD & WOOD CLAIM' FRISBIE V. CITY OF N C 215254 6/12'07 6,385.50 WOOD & WOOD CI.AIM:NC REPRES V. OFFICER ONE 215255 6/12/07 3,096.50 1 Total $ 667,200.02 Workers compensation checks 13213 6/6/07 10.79 13214 6/6/07 11.42 43215 616/07 306.00 13216 6/6/07 226.03 13217 6/6/07 156.84 13218 6/6/07 116.85 13219 6/6/07 247.44 13220 6/6/07 85.80 13221 6/6/07 62.80 13222 616107 124.23 13223 6/6/07 163.53 13224 6/6/07 169.11 13225 6/6107 165.24 13226 6.6/07 74.32 5 City of National City WARRANT REGISTER # 49 6/12/2007_ Payee Description chk no chk date amount 13227 6/6/07 284.19 13228 6/6107 68.62 13229 6/6/07 141.10 13230 6/6/07 55.54 13231 6/6/07 211.10 13232 6/6/07 78.40 1323.1 6/6107 179.66 13234 6/6/07 496.92 13235 6/6/07 4,142.10 132.16 6/6/07 539.50 13237 6/6/07 14.19 13238 6/6/07 400.( 13239 6/6/07 400.00 13240 6/6/07 6.13 13241 6/6/07 400.00 13242 676/07 460.00 13243 6/6/07 32.30 13244 6/6/07 652.36 Grand Total 677.683.13 6 City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 AGENDA ITEM NO. 8 (ITEM TITLE TEMPORARY USE PERMIT — 15 Minutes of Fame hosted by 10 News & Azteca America San Diego at Kimball Park on August 25, 2007 from 2 p.m. to 6 p.m. PREPARED BY Joe Olson, 336-4210 DEPARTMENT Building & Safety EXPLANATION This is a request from 10 News and Azteca America San Diego 15 to conduct the 15 Minutes of Fame event at Kimball Park on August 25, 2007 from 2 p.m. to 6 p.m. The event is comprised of 3 casting calls and the Annual Find Contest. These casting calls are singing contests between approximately 30 contestants and 3 winners will be selected from this event. The 3 winning participants from the event will compete in November for the Grand Prize. Youth dance groups will provide entertainment during intermission, and a raffle is also planned. The applicant is requesting the use of the City's Stage and PA System. The organization will provide chairs for both participants and spectators. The applicant will provide crowd control using their staff, and will also dean up the event. Environmental Review X NIA Financial Statement Approved By: The City has incurred $345.00 for processing the TUP, plus $449.00 Finance Director for the Fire Permit(s) and $1,158.21 for Public Works. Total fees: $1,952.21 Account No. STAFF RECOMMENDATION Approve the Application for aTemporary Use Permit subject to compliance with all conditions of approval. BOARD/COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. Application for a Temporary Use Permit with recommended approvals and conditions of approval. -200 (9/99) CITY OF NATIONAL CITY BUILDING AND SAFETY DEPARTMENT APPLICATION FOR A TEMPORARY USE PERMIT RECOMMENDED APPROVALS AND CONDITIONS OF APPROVAL SPONSORING ORGANIZATION: 10 News/Azteca EVENT: 15 Minutes of Fame DATE OF EVENT: August 25, 2007 TIME OF EVENT: 2 - 6 p.m. APPROVALS: PLANNING YES [ x ] NO [ ] SEE CONDITIONS [ ] COMMUNITY SERVICES YES [ x ] NO [ ] SEE CONDITIONS [ ] RISK MANAGER YES [ x ] NO [ ] SEE CONDITIONS [ x ] ENGINEERING YES [ x ] NO [ ] SEE CONDITIONS [ x ] PUBLIC WORKS YES [ x ] NO [ ] SEE CONDITIONS [ ] FINANCE YES [ x ] NO [ ] SEE CONDITIONS [ x ] FIRE YES [ x ] NO [ ] SEE CONDITIONS [ x COMMUNITY SERVICE YES [ x ] NO [ ] SEE CONDITIONS [ ] POLICE YES [ x ] NO [ ] SEE CONDITIONS [ x ] CITY ATTORNEY YES [ x J NO [ ] SEE CONDITIONS [ x ] CONDITIONS OF APPROVAL: POLICE (619) 336-4400 This TUP application is conditionally approved pending the applicant hiring at least two (2) licensed security guards to work at the event. These licensed security guards will maintain liaison with NCPD via dispatch. Patrol will provide extra patrol of Kimball Park when they can. ENGINEERING No CIP Projects in the event's vicinity anticipated as of date. Please confirm with Engineering 2 weeks prior to the event to check, modify, and confirm schedule, if necessary. For more information, please contact Kenneth Fernandez at 619-336-4388 or Charles Nissley at 619-336-4396. FINANCE (619) 336-4330 10 News/Azteca American San Diego 15 needs a National City Business License. FIRE (619) 336-4550 1. Emergency access to be maintained at all times, into and through the park. Minimum clear width is to be 20 feet. 2. Tents having an area in excess of 200 square feet and or canopies in excess of 400 square feet or multiple tents and or canopies placed together equaling or greater than the above stated areas, are to be used, they shall be flame- retardant treated with an approved State Fire Marshal seal attached. A permit from the Fire Department must be obtained. Permit fees are $349.00. Fees can only be waived by the City Council. 3. A minimum $100.00 after hour inspection fee is required for Fire Safety Inspection conducted after hours, weekends and holidays. 4. Provide a minimum of one 2A:10BC fire extinguisher for every four canopies of portion thereof. Minimum of one 2A:10BC fire extinguisher to be placed at stage. 5. Provide a site map indicating the configuration of the area reflecting the location of the canopies, stage and emergency access. CITY ATTORNEY 1. Requires an indemnification and hold harmless agreement, and a policy of general liability insurance, with the City, Parking Authority, and its officials, employees, agents and volunteers as additional insureds, with amounts of coverage to be determined by the Risk Manager. PUBLIC WORKS Public Works Department staff has reviewed the application for subject Temporary Use Permit (TUP) and recommends approval subject to the conditions listed below: Street Division No involvement. Facilities Division 1. The cost to provide facilities maintenance personnel for this event is estimated to be $133.56. 2. City -provided chairs are charged at the rate of $0.75 each. 3. City -provided tables are charged at the rate of $1.00 each. At the time of this request the number of chairs and/or tables has not been made known to this division. These totals would be needed to give an exact total. Parks Division 1. Council Policy #704 limits to one every six weeks to allow the lawn to rejuvenate. 2. The cost to provide the standard stage (set up and breakdown) and 2 park maintenance personnel for this event is estimated to be $ 1,024.65. • Set up 4 hours a) $93.15 per hour — $372.60 • Breakdown 4 hours @ $93.15 per hour = $372.60 • Event hours 3 man hours x 2 @ $46.58 per hour— $279.48 • Total cost for event $1,024.65 Total cost for the event is $1,158.21. RISK MANAGER (619) 336-4300 I've reviewed the application for the proposed use and note that the event will be held on City property at Kimball Park from 1 1 :00 am to 8:00 pm to accommodate set up and clean up. Attendance is estimated at 300 people, including participants and spectators so this is not a huge event. The applicant sponsoring organization, 10 News/Azteca America San Diego 15, has signed the Hold Harmless and Indemnification Agreement; however no insurance certificate has been provided. For this event, we require commercial general liability coverage with minimum limits of one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000.) aggregate. Further, the City of National City, its elected officials, officers, employees and agents must be named as additional insureds on the CGL policy pursuant to a separate endorsement which needs to be provided, along with the certificate (acord form)prior to the event. Two prior similar events have already taken place at different locations so the organizers have an idea of what to expect. Further, this sponsor is familiar with crowd control and public events. There does not appear to be any undue liability exposure associated with this type of event. Provided the specified evidence of insurance is produced prior to the event, Risk Management does not object to the TUP. Let me know if you have any questions — Ashley Fenton, Risk Manager -tut 03 07 11:32a Not: City Parks and wed S123364732 r - 9 Type of Event Public Concert Fair FestWet — Parade Demonstretton Circus Motion Pit$ure _ Grand Opening Oder Event Titre: m;//nit n e Event Lncatton: �_ Event Oate(s): From Fj o}'to �� Totes Mtiapated Attendance' 3) 0 ' 445 (3 O Partictpants) ( ma's Spectators) _✓community event Block Party Actual Event Hours: Z afL5 to IQ: tia am Setuplassernbtykunstruc0pn, Dote' - 5.- Stint time: 11:6Da , Reese describe the scope ul your setuplaeseinbly work (specific details): 4471-Se, Ghajr4t 2-kfvihi- 6.+h4 /r /nut1' & s Dismantle Date: S2 /_rf Compieiion Time: : dD List any street(s) requiring oloeure es e result of this event Include street name(a), day and time of and day andtlme of reopening. r�i ri"�JiC L ADI I,�X Fa Protrt Sponsoring OrganilBtton: ���s �► Not-for-Pro11t Chlaf Officer of Organization (Name) Pr4.L Applicant (Name): Ire, "r-rt.44litZ-Te-d, Address: 46C0 vtiemisari IZtv2 Daytime Phone: (ij Z3ir —10J Everting Phone: () _ _ _ Fax: Pager/Cellular: 1D l f-141 -- 5V 0 NOTE: THIS PERSON MUST BE IN ATTENDANCE FOR THE DURATION OF THE EVENT AND IMMEDIATELY AVAILABLE TO CITY OFFICIALS Contact Poreon'on site' day of the event: Jut 03 07 II:33a Nat1 L:icd Parks end Rtic Gt933G47'7 ^•o 3s your organization a'Tax Exempt, nynProne organttetien? YES �SdO Are admission, entry, vendor or participant fees required? ✓AYES __ :MO if YES, please explain the purpose end provide amount(s): ,5 ,.sif -SGt,i Vidt SD 4/ t - ran c mrnera4(.5 vi1)1e e ,4--(.54t, ) S c, Eettmatod Gross Receipts including ticket, product and sponsorship sales from y Ns event t I i P Estimated Expenses for this event. $ 1450 D What is the projected amount of revenue that the Nonprofit Organization will receive ea a resaft of this event? Please provide a DETAILED DESCRIPTION of your.ovent. include details regarding any components of your event such as the use of vehicles, animals, rides or any other pertinent Information about jiva yen /DN s 71)444.4c0- s �;vi 1S` Ias ae P _ chid /S /r);nat{er in t Cis /Y)Int�ttr ste puma). The_ 'r e4- i s ally eseo% 3 CZ JS' Call d ) � 74AP4444frvie etli .. - fast cam ate. &;)11-1,7 can sir AddJ - 4 d 1 e' r�,r1e il- )-t�revidtd ' ' as DIrn7A, F-C jh (pa n rj) fas t wi» nd,-s s; itn afanat- G�ry yes Lt.S a kt Itkij 1 a• 4.o1 idet ris►f itit +/Sin I a $ wd t aS Li ' nt1,1 1 i `4 a t f a.>e “- uL A- .A.7-` ,. „ m lAheelf i -11�4 lstd.te v +� s A 77-4e. N;t71+tdYE co �►?�7,� aAt a.Y4/ ti1,,, ia. ws.1 4c G. .Q; ,s Tr P>r O If i Lv'A . /tacko �h& /iWS"� 1:r-d,.-,.- ,P F. Nthe vent Involves the sale of cars, will the cars comeexclvarvo4 from 1 National Clty car dealers? if NO, list any additional dealers involved in the / •L,- a-1 ~ ' sups: _ _ 3 lair *r-J- .riJi. ai 'd Ai- , r&L c ` c# . / d i ,p a� .• _...... . , _ ,, _. - - . _i. _ ...ti.✓ ,rn . R "An _n/1+-4Y ] P.eti%1 C$D of "''i , P.self.Wf201 . Jut 03 07 11:34a Nati City Parks and Rec 6131364292 p.10 _ YES tiN0 Does the over ttwolve the sale or use of alcoholic beverages? YES i'/Nr.) Will Items or services be sold at the went? If yes, please describe: _ YES V NO Does the event involve a moving route of any kind along streets. sidewalks or highways? If YES, attach e detailed map of your proposed route indicate the direction of travet, and provide a written narrative to explain your route _ YES No Doec the event involve a fixed venue site? If YES. attach a detailed site map showing all streets impacted by the event YES NO Does the event involve the use of tents or canopies?� S: Number of cawoenopise3 !D Simi/0 NOTE: A separate Fire Department permit is required for tents or canopies. Rama L eg_b eta- plc/ 0 Cat pi e..t v n ddv Vf reS 16.-Va >[ YES _ _ NO Will the event Involve the use of the City elego or PA system? In addition to the route map required above, please attach a diagram showing the oversetayvut and set-up locations for the following kerns: • Alcohotic and Nonalcoholic Concession and/or Beer Garden areas. D FoodleaConcession and/or Food servedfoodbe at the event: V y�ntt F1e. j/Wila IVe/ tittit4.,bsr, ter042.4/.. Sisemi dee%) if you Intend to cook food In the event area please specify the method: _ GAS _FLECTRIC _ CHARCOAL OTHER (Specify): • Portsoki and/or Permanent Toilet Factiitles Number of portable toasts: _ (1 for every 250 people is required, unless tie applicant can show that there ere facilities In the immediate area evadable to the public during the went) D 1 abler and Chairs D Fencing, barriers enritor barricades e Generator locations and/or sou=ce of stectridty > Canopies or tent locations (Include tenVcartopy d)mensions) > Booths, exhibits, displays or enclosures D Scaffolding, bleachers, platforms, stages, grandstands or related structures • Vehicles and/or trailers y Other aerated event components not covered above T. Trash containers and dumpsters (Note: You must property dispose or waste and garbage throughout the term of your event and.lmmediatety upon conclusion of the event the erne must be rehrrned to a clean condition.) Number of trash ceps. / , Trash containers with lids: Describe your piarn for clean-up and renewal of waste and garbage during and after the event: 7 tans wilt be 4 (4-12 4Mnonna,ne 1t iv; u be maw s)alAmv, Yruf li Doze tv r e,rz o e i lctett k Ai+ Jul 03 07 11:36a tiat1 City Park!: and Rec Please describe your procedures for both Crowd Control and internal Security: Ilvi^C 4 Chztlf pw fSiY1S 1 arrangements fw e this event? 1 aiko • sijseonwc, ct"►ont y YES, please list: Security Organization: Security Organization Address: Security Director (Name): Phone: YES NO Is this a night event? ii YES. please state how the event and surrounding area veto be illumklated to ensure safety of the participants and apeetatrxs: Please indica�te.wJ arrangement you have, mace for ovtdin >=1rst Aid tailing and Equipment. Please describe your Accessibility Plan for access al your event by Individuals w:th disabilities: V2� tAL is 4( ineiYi ic(,r w► OGS-a6:G'7Se�. Fj s Pre vde a detcriipg 1p �t yai i<I pler LW itSe f 02/1 L�stk t P ease Cescribe lour !an QiSAt3LED PARKING S4t6le.f is R.1i%1.+' rs fperidic ,�Kt� - hie Disetyilditudeie 4 Jul 03 07 I1:36a t/aC 1 Ci cy Parics. and ReL: 019336+a9? p.12 Ptesse describe your plans to notify aH residents, businesses and churches impacted by the „IAA, _tM(.t Jp7th/1C N.C- _eci'Y)»'2Ctn w1td p/- ' f'D f`( /Td7p L1we.LYi Vl £e' — • ' -Oweelf 1s-� CQ NOTE: Nethood_reatdents must be notified 72 hours in advance when events are scheduled In the City parka YES _NO Are mere any musical entertainment features related to your event? If YES, please state the number of stapes. number of bands and type of musk:. Number of Stages: I Number of Bands: 0 162na c: ¢- ( ► , w4t11r' `'f tc )/l/ft S► nut L4 C/ Type of Music: YES _. NO Wilt sound einptification be used? if YES. i:aease indicate: Start time: L' eme Finish Time 4 :IX) art6) /YES _ NO Wilt sound checks be conducted prior to the even!? It YES, please indicate: Start time: _ I •• 'pm Finish-Time_I 51 are) Meese describe the sound equipteent that wilt be used for your event: `YES /l NO Fireworks. rockets, or other pyrotechnics'? If YES, please descrbe: y YES NO Any s!gns, banners, decorations, special tlghttng? It YES. please describe: ect, vL ✓L9f5 Revised 1013101 Jul Q3 07 l 1 r 37a Nati City ('arks and Ree 619336429? p,J� Event: For Office Use Orily Department Date Approved? Yes No Initial Specific Conditions of Approval Council Meeting Date: Approved: Yes No Vote' Katblesil pees. Director auiW:ng & Safety Deportment G • J-u1 03 07 11:30a Nati Cit. i Parks and Pec Et93304292 pill City of National City PUBLIC PROPERTY USE HOLD HARMLESS AND INDEMNIFICATION AGREEMENT Persons requesting use of City property, facilities or personnel are required to provide a minimum of $1,000,000 combined single limit insurance for bodily injury and property damage which lnciudes the City, its officials, agents and employees named as additional insured and to sign the Hold Harmless Agreement. Certificate of insurance Waist be attached to this permit. Organization 1 O N S// 1 ld4e t¢// _ -%.. Go.7 ^ Oita a i r FGLULCN L Person in Charge of Activity i Address 4 (pO 'r Nr.Li - +n�'"E�j� (A g2.161— Telephone [FM " 2— Lo2 3,2_ Dste(s) of Use _t it i 745 HOLD H%PRMILESS AGREEMENT Asa condition of the issuanceof a temporary use permit to conduct its activities on public or private property, tho undersigned herby agree(s) to defend, indemnify and void harmless the City of National City and the Parking Authority and its officers, employees and agents from and against any And all claims; demands, costs, losses. liability or, for any personal injury, death or property damage, or both. or any litigation and other liability, including attorneys fees ar~d the costs of litigation, arising out of or related to the use of public property or the activity taken under the permit by the permittee or its agents. employees or contractprs. ature of Applicant Sus,. , ,AR. /--� �1/�i9 Z ,o 7442 offciai Ti9c Date Fur Mar Use C7ruy Certificate of Insurance Approved _ _ Date J4.1 03 07 11:30e yatl City Parks and Rec 51933Sc2a7 n.15 f R -a UESTfOR A` . 1NA9VERLYF,FEES IL Non-profit organizations, which meet the criteria on page v of the instructions, wilt be considered fora waiver. It you would like to request a waiver of the processing fees, please complete the questionnaire below. 1. Is the event for which the TOP is sought sponsored by a non-proftt organization? Yes (proceed to Question 2) NV-iVo (Please sign the form and:submit it with the TUP Application) 2. Please state the name and type of organization sponsoring the event for which the TUP is sought and then proceed to Question 3. Name of the sponsoring orga&Ization /D Il1Bt.* / ,Mai Type of Organization f Q5Sitison.,5 (Ronk, C1vb. Chur&i toebl Servkv P. iney. No.) 3. Will the event generate net income or proceeds t the sponsoring. organization? Yes (Please proceed to -Question 4). No (Please sign the form and submit it with the TUP Application) 4. Wilt the proceeds provide a direct financial benefit to an individual who resides in or is employed in the city, and who is in dire financial need due to health reasons or a death in the family? Yes (Please provide an explanation and details. No (Please proceed to Question 5) 8 3u1 03 07 11. Qa Nat; City Parks :nd Re^ 6,9338429? 5. Will tha proceeds provide a direct financial benefit to city government such as tha generation of sales tax? / Yes Please provide an explanation and details. } . { i 1^ Fe d ehSNNt�- ► r4 t SGryi[f f ry✓(_ GT/l S1S+PS , No (Please proceed to Question 6) 6. Will the proceeds provide a direct financial benefit to a service club, social services agency, or other secular non-profit organization located within the city such as Klwenia, Rotary, Lions, Hogs and Girls Club? ✓ Yes (Please provide an explanation and details. Zaii. eLs 0- ('boo °le-s) No (Please proceed to Question 71 7. Will the proceeds provide a direct financial benefit-tu an organization, which has been the direct recipient of Community Development Block Grant (GD13G) funding? Nd f- a µla ftta" r yo Yes Year finis- were received: Funds were used to: No (P lease sign the form and submit it with the TUP Application) Signature Date Azteca America San Die¢o 15 "15 Minutes of Fame" 2007 Community Event Casting Call: Saturday, August 11, 2007 Kimball Park, City -of National City Overall Event & Promotion; Local "stars" will be chosen to get their "15 Minutes of Panne" at three local casting calls throughout the year and one final competition in November. Three winners will be chosen, at each casting call by a panel of local celebrity judges for their singing talent. Winners will have their stories told on Aztecs America San Diego 15 (AZSD) throughout the year and receive a cash pnze of $1,500 dollars, with $500 of that going to a local charity. After each casting call a total of $1,500 will be donated to three local charities. The three winners from each casting call with compete in the final in. November for one Grand Prize. The 2007 Grand Prize winner will receive a $5,000 prize, with S1,000 of that going to a local charity. Radio Latina 104.5 FM is our radio partner for this event. Elements: A. part of the promotion, the local public will be told to watch selected AZSD prograiris or listen to Radio Latina 14.5 FM to find out how to become one of the contestants pre- registered for. the casting call. In those programs, they will be given a phone number to call to receive the official pre -registration information. They will also be given detailed instructions on how to prepare for the audition and the Contestant Rules. The general audience will be invited to attend to support their favorite contestant and/or enjoy the entertainnteot. The: fist casting call was held on February 10, 2007 at Shops at Las Arnericas in San Ysidro, with an estimated 600 attendees (number includes mall shoppers that stopped by to view event). The second casting call was held on Saturday, May 19, 2007 at Century 21 Eldorado Los Hermanos Lopez iu. Sari Maros, with an estimated attendance of 300, (attendees were specifically there to watch the event, they were family members of the contestants, general public attending to enjay the event, & contestants). We received print media coverage of our May event in El Latino & Diario San Diego. Over three hours at the. casting call location, approximately thirty contestants will have five: minutes cacti to audition. Of those that audition, three will be selected to receive their 15 Minutes of Fame and their cash prize. A scheduled advertisement schedule (spots/commercials) will run prior to the event on AZSD, l ONews, and Radio Latina 104.5 FM to promote the event, the event location and information, and encourage the public to attend. The event is open to the public, attendance is free, and the event is marketed as a family event. The goal is to have families attend for a day at the park, enjoy the contestant performances, participate in the raffles, enjoy the free entertainment, and meet local celebrities, Brief entertainment by past winners, local celebrities, youth groups and/or local folkloric dancers is planned for the opening act and during intermission. Radio Latina 104.5 FM will air their radio show live from the event, further promoting the event and location. A post event advertisement schedule (spots/commercials) will run after the event, thanking the public for attending, supporting their favorite contestant, and making the event successful. A scheduled advertisement schedule (spots/commercials) announcing each winner will be highlighted with their own sponsored vignette (spots/commercials) during the following three months. Each winner will receive their "15 .Minutes of Fame" through three spots (announce winner spot, profile spot, charity donation spot) that will air on AZSD. Each winner will be interviewed on Radio Latina 104.5 FM. The third casting call is scheduled to take place on. Saturday, August 11, from 2:00pm — 6:00pm. In addition to the scheduled advertisement on AZSD, 10 News, and Radio Latina 104.5 FM, public relations & grassroots outreach is planned. Local non-profit organizations will be invited to participate at no cost and set up their own exhibitor table to provide information to the public regarding their programs. Expected attendance is 300 • 600 attendees. AASD will set-up a stage, chairs, about three tables, and audio equipment. Approximately fifteen AY,SI) and IONews staff members will volunteer/ work at the event. Our radio partner, Radio Latina 104.5 FM will bring their bus (to be appropriately parked on a public street or parking lot in close proximity to the event), and set-up their own table with canopy, which we will use as a registration area for participants. They will set- up the sound system and the -audio equipment to have a live radio show from the event. A Radio Latina canopy will be used to provide shade for the panel of judges. Approximately 10 Radio Latina staff members will work at the event. AZSD/10News Contact: N. Paola Hernandez, Community Relations & Promotions Tel 619-237-6272, Fax 619-266-8490 paola_hemanclae. <t actecasd.com MEETING DATE: City of National City COUNCIL AGENDA STATEMENT July 17, 2007 AGENDA ITEM NO. ITEM TITLE: NEIGHBORHOOD COUNCILS MONTHLY REPORT FOR JUNE 2007 PREPARED BY: Rudy Loped— DEPARTMENT Community Services (619) 336-4560 EXPLANATION: Please see attached report. 9 Environmental Review N/A Financial Statement N/A STAFF RECOMMENDATION Receive and file. BOARD/COMMISSION RECOMMENDATION N/A .TTACHMENTS (Listed Below) Resolution No. 1. Neighborhood Council Monthly Report —June 2007 COMMUNITY SERVICES DEPARTMENT Neighborhood Council Program MEMORANDUM To: Mayor and City Council; Chris Zapata; Leslie Deese; Rudy Lopez From: Lauren Lauletta & Erica Belandres RE: Neighborhood Council June 2007 Wrap -Up Northside (June 6): • Residents in attendance: 16 • City staff in attendance: 1 (FD) • Action requests submitted: 6 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May: 5 • Action request pending: 0 • Average number of days taken to complete an action request: 3 Granger (June 7): • Residents in attendance: 12 • City staff in attendance: 1 (FD) • Action requests submitted: 3 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 and the National City's ATOD update on the Liquor license at Cozy Corner. • Action requests submitted for May: 3 • Action request pending: 0 • Average number of days taken to complete an action request: 4 Central (June 13): • Residents in attendance:14 • City staff in attendance: 1 (FD) • Action requests submitted:9 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May: 8 • Action request pending: 3 • Average number of days taken to complete an action request:3 MLK COMMUNI I Y BUILDING • 140 EAST 12th STREET. SUITE B • NATIONAL CI FY • CA 91950 TEL. (619) 336-4290 • FAX (619) 336-4292 • Eastside (June 14): • Residents in attendance: 12 • City staff in attendance: 1 (PW) • Action requests submitted: 5 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May:6 • Action request pending: 2 • Average number of days taken to complete an action request: 3 Olivewood (June 20): • Residents in attendance: 9 • City Staff in attendance: 1 (PD) • Action requests submitted: 1 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May: 1 • Action request pending: 0 • Average number of days taken to complete an action request: 9 Sweetwater Heights (June 27): • Residents in attendance: 4 • City Staff in attendance:1 (PD) • Action requests submitted: 3 • Presentation: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May: 3 • Action request pending: 1 • Average number of days taken to complete an action request:3 Old Town (June 28): • Residents in attendance: 9 • City Staff in attendance: 1 (PD) • Action requests submitted: 2 • Presentations: Preliminary Budget Presentation Fiscal year 2007-2008 • Action requests submitted for May: 6 • Action request pending: 2 • Average number of days taken to complete an action request: 3 Totals (June 2007): • Residents in attendance: 76 • Action requests submitted: 29 • Staff Initiated: 2 • Translation: 0 • Action requests submitted for May: 32 • Action requests pending from May: 8 • Combined average number of days taken to complete an action request: 4 City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 AGENDA ITEM NO. 10 ITEM TITLE Public Hearing — Street Vacation to Close an Unimproved Portion of Cleveland Avenue an an Unimproved Alley, South of Bay Marina Drive and East of Marina Way. Applicant: Community Development Commission. Case file no. 2007-27 SC, APNs 559-117-10, -14, -15 PREPARED BY Peggy Chapin, 336-4319 DEPARTMENT Planning EXPLANATION The City Council initiated the vacation request on June 5, 2007. The Planning Commission determined the vacations are consistent with the General Plan on July 2, 2007. The attached Background Report describes the proposed vacation in more detail. Vacating these unneeded rights -of -way is a cleanup effort necessary for the Sycuan hotel proposal to go forward. Environmental Review N/A Exempt Financial Statement N/A STAFF RECOMMENDATION Approved By: Finance Director Account No. Staff concurs with the Planning Commission determination and recommends approval of the Street Vacations. BOARD 1 COMMISSION RECOMMENDATION The Planning Commission determined the Street Vacation request complies with the General Plan. Vote: Ayes — Alvarado, Baca, Carrillo, DeLaPaz, Flores, Pruitt, Reynolds ATTACHMENTS ( Listed Below) Resolution No. 1. Background Report 3. Requested Street Vacation and Alley Location 2. Reconuncnded Findings 4. Site Plan of Proposed Sycuan Hotel 3. Location Map A-200 (J/99) BACKGROUND REPORT Case File No. 2007-27 SC (APN 559-160-10, 13, 14) The request involves vacating a portion of Cleveland Avenue and an alley, both unimproved, on a vacant site located south of Bay Marina Drive and east of Marina Way. The site is located within the Commercial Tourist -Coastal Zone (CT -CZ). The City has been working with the Sycuan Tribal Development Corporation and the MRW Group, Inc. to develop a 7.5-acre vacant site owned by the Community Development Commission. Known as the Marina Gateway Plaza, the projcct includes a 173-room hotel, 4,000 square foot restaurant, and a 16,000 square foot commercial building. The City Council approved the project on September 20, 2005 (PD 2005-2/CDP 2005-2) and a Time Extension on September 18, 2006. In order for the ownership of the property to be transferred and developed as planned, a 14' x 240' unimproved portion of Cleveland Avenue and a 20' x 240' unimproved alley must be vacated. Most of Cleveland Avenue, south of Bay Marina Drive, was vacated in January 22, 1977 pursuant to Resolution 12,268, except for a 14' x 240' portion reserved for future sewer, water, and drainage improvements. Since the construction of the Marina Gateway Plaza would result in the installation of sewer, water, and drainage improvements that would be maintained by the operators of the Marina Gateway Plaza, the City has no interest in retaining the easement. The site contained several unimproved alleys on the property which were previously vacated. However, the specific alley included in this request is shown on the County Assessor's office as closed but remains listed as an easement on the Title Report. Once the request is approved and recorded, the alley would be removed from the Title. In accordance with the City's Street Vacation Procedures, the Council initiated a request to vacate the portion of Cleveland Avenue and the unimproved alley on June 5, 2007. Pursuant to these procedures, on July 2, 2007, the Planning Commission (7-0 vote) determined the vacation request is consistent with the General Plan based on the following: The City's General Plan Circulation Element reflects that Cleveland Avenue would not be extended south of Bay Marina Drive and the unimproved alley is not shown as a needed right-of- way. Additionally, the General Plan identifies tourist commercial uses within the Harbor District and development of the projcct would comply with the goals of the Local Coastal Program. Staff contacted the various utility companies that may be potentially impacted by the request and received no response indicating an interest to retain either the portion of Cleveland Avenue or the alley. Implementation of the Marina Gateway Plaza requires vacating the portion of Cleveland Avenue and the alley, as construction would not be permitted over a road or alley easement. Since the City has no interest in retaining the portion of Cleveland for utilities or improving the alley, staff recommends approval of the request. 1 RECOMMENDED FINDINGS FOR APPROVAL OF THE STREET VACATION 1. That the rights -of -way to be vacated are not needed for present or future public transportation uses and/or for utility service, since the property abutting the streets in consideration will continue to have access to public streets, utilities will be installed on site and maintained by the hotel operator, and the area will still provide for pedestrian and bicycle access through an approved pedestrian/bicycle access plan. 2. That while the area to be vacated is not required as a non -motorized transportation facility for pedestrians, bicyclists, or equestrians, since adjacent streets will allow for the same through travel, since proposed improvements include new pedestrian and bicycle access points and linkages to the Bayshore Bikeway. 3. That the vacations of the proposed segment of rights -of -way are consistent with the City's General Plan, since the General Plan encourages the development and implementation of the Harbor District Specific Plan and connections to the Bayshore Bikeway, and the Circulation Element within the General Plan does not identify any future connection for Cleveland Avenue south of Bay Marina Drive or improvements to the alley on the subject property. 2 • • • • 43 CT-PD-CZ • • • • • MM-CZ • • • • 0- • 410 Approximate area of Alley Vacation • • 0S-CZ • MM-CZ 100 200 Feet Approximate area of Street Vacation PROJECT LOCATION ZONE BOUNDARY LOCATION MAP 2007-27 SC General Plan Consistency Review: Street Vacation of a Portion of Cleveland Avenue and an Alley South of Bay Marina Drive and East of Bay Marina Way NATIONAL CI3TY PLANNING DRN. DATE: 6/27/07 INITIAL HEARING: 7/2/07 06 MC KINLEY 2., lrl 22 21 20 19 . 6 I71 16 6..4 ; O 1.42 A0 —�.t. 771 . ! • J J fV� l•I 22' 2 , II 2I),.I516I,' 6I 9i10 2" ••l l, 1' 1 1 1 1.• ST 26 0 2A0 Ie 20I 19 0 S0 Ac 1'2 3!a !I6!7le ei I I ! N`II� " .51 5p INTERSTA" 5 221.. `.I 1...11 y 1 161 7, 6' 5 i.10 '''''I I, ; I I I 1 11 I I 1 I , I L 78 I I CLSO. I 1 1 1 0 r 1) ..7 9. 1 [CHANGES I ERE611L6 111118'01111H1 NI pp�1 C71mma ��1, it �1H1 `'i • 1 ca1•H HHH1 Hoesamsurran - .rl 2212, .40 i 120 a'fil 19 6 17 33 1 1 , a.t° I 1 4 11S u113 2, 1441 ill q •f tr— ---- .r '] II t, II 213i4 e 1 1 1 : .4-, 1 23 -�.a-----e+ 24 12 i -- II AO' i , I 26 5 37 6,l 2�e e•'9 �.Y .r 22 21 20119 i3 HARR'SON 42..40 aN'04 AC-mSw6 G 74 6y S Mt 6 em 0.1 Ls . , WI C039J m. IOG4 9.12).60. >: WIG d.J 6'CI3 192.oposen steer v -rLt —1 It 'ley 18'17.!6•15114113 1,6 k Pe AVE I I 6EE 'so -106-83 I e. r -rr-'--7-'--T'-,lt� ea i '1 11WY.-: , i J i J + 1 1 / I'm-1221I2J1u11e:17'i<I1Ia113 C 1 P to 4 1 1 I'��211 I i 1 , I V2Q _L1__ 7YcL_i_1- _,. I jet 1 e 6 •:LEY CLl0 i I -r_t---T-�-,y F- I I! I I�! I' ` Q i I Z ;1 213'. $ 5161 li ei9.10 Q • , , I 1 Y / I 1 1 I • i.. °° '1. i/ 559-11 PON. PM 13 SPE. MAP e63-37-20M 221 1 •s-�r I 22212019! ,e I, ,6 IS I.I13 1 .� 7 C" q 1 1e MAP 348 - NATIONAL CITY RE -PLED ROS I43:4 1.17 AVE 500 VPc-a1o4 POP. PAR '3 SBE MAP 063-37-200 A I I I 1 - J SOCIOA or WIC ova -} EX!S'ING .=�41L -'Y•T' n _ �w TgAC�_ .1A.C,YILCGN A'VEN%5 - "' •°' Pr KE,f WAY IJs ANP (..ACk .AA/ AVENUE) N• MARINA GATEWAY PLAZA NATIONAL CITY, CALIFORNIA W LM1PI PROJECT SUMMA.R : NUMBER OF HOTEL ROOMS lS � PARKING REQUIRED: HOTEL - 1 >ER ROOM • 173 • 1 PER' O ROOMSJP TO 50 ROOMS • 3 4; .• PER 20 ROOMS OVER 3C ROOMS • PER 2ELIPLOYE ES • 12 RESTAVPANT 4 CCO S MAX. 1 PER 1 033 SF COM+ERGAL - 16 •OCC SF PER200 SF 8: • I PER 2 EMPLOYEES 8 PUBLIC PARKING 13 TOTAL PARKING REOC • 334 TOTAL PARKINS PROVIOEC • 334 • 173 -., 6•M.'JAP.0 COMPACT HANCiCAPPEC (14'X 19) ADA VAN ACCESSIBLE 117 X 19' • 43 • 253 67 • 7 Zoo'1-Z')S4 DESIGN SITE PLAN FINED Al CEVELOPER: ri .w GROUP INC. - - OVVNEPR S`rCU.'NTRIHAI ,)EVEIOPM NT ;OIIPORAT1ON `N'ARINA 3.\Tt i?=or. DLb LO° v11 CO(' ANY, t I: :M7 LEE 6 SAKAHARA ARCHITECTS AIA City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 AGENDA ITEM NO. 11 / ITEM TITLE Public Hearing Conditional Use Permit for A Recycling Facility Behind the Foodlann Grocery Store at 303 Highland Avenue (Applicant: Southwest Recycling) (Case File 2007-04 CUP) PREPARED BY Martin Reeder, 336-4310 DEPARTMENT Planning EXPLANATION The Planning Commission held a public hearing on this item at their June 4, 2007 meeting, where the Commissioners voted to approve the requested Conditional Use Permit. Since the City has had significant issues with recycling centers previously, Council set the item for hearing at their June 19, 2007 meeting. The attached background report describes the proposal in detail. Environmental Review X N/A Exempt Financial Statement N/A Approved By: Finance Director Account No. STAFF RECOMMENDATION Staff concurs with the decision of the Planning Commission to approve the Conditional Use Permit. Pce BOARD / COMMISSION RECOMMENDATION The Planning Commission approved the Conditional Use Permit. Ayes —Alvarado, Flores, Pruitt, Reynolds Absent — Carrillo, Baca, DeLaPaz ATTACHMENTS ( Listed Below) Resolution No. I. Background Report - Including Findings and Conditions of Approval 2. Planning Commission Resolution No. 36-2006 3. Location Map 4. Notice of Exemption 5. Department Comments 6. NCLUC Section 18.95 - Recycling Collection Facilities 7. Site Photos 8. Application 9. Site Plan and Elevations A-200 (9/99) BACKGROUND REPORT 'l'hc subject property is an L-shaped parcel developed with the 28,9(X) square -foot Foodland IGA Supermarket. The tot has frontage on Highland Avenue and East 4th Street. There is a (86-space parking lot servicing the supermarket. There are single- family residential uses to the north and south, as well as to the east beyond a multi -family residential property adjacent to the east property line. Foodland 1GA has recently been undergoing a City -funded tac,ade improvement program. The improvements, scheduled to be completed in August of this year, include exterior paint and signage. The applicant is proposing to install a mobile recycling center consisting of an 8' x 10' x 8 1/2' high mobile office, one 22 %' x 7 '/z' x 8' high recycling container, and three 4' x 6' x 4 'h' high small recycling containers (sec photos). All of the containers would be metal. The center will be directly behind and adjacent to the rear wall of Foodland, near the loading dock, and would utilize approximately four existing angled parking spaces. There is no through traffic in this area. The proposed operating hours are 9 a.m. to 5 p.m. seven days a week. An attendant will be on -site during this time. 'I'hc facility will provide for the recycling of aluminum cans, glass and plastic bottles. No signage is proposed. As proposed, the facility conforms with requirements of Land Use Code Section 18.95 -- Recycling Collection Facilities. For example, the center would take up no more than four spaces (for parking Tots of more than 50 spaces), and is further than 50 feet from any residentially -zoned property. The nearest homes are approximately 120 feet away to the north; the multi -family residences to the east are approximately 140 feet away; the homes to the southeast, although not on residentially -zoned property, are approximately 160 feet away. The Land Use Code requires that a 28,900 grocery store provide 116 spaces. As 186 spaces are provided, the loss of four is negligible. Other requirements of Section 18.95 include maintenance of the site (free of litter), containers (rust free), and no power - driven equipment. The applicant has stated that new containers would be provided for the new facility. Also, according to the applicant, pickup of recyclable material would occur approximately once a week. California Redemption Value (CRV) payments would be provided through a voucher, given by the recycling facility, which will be redeemable inside the supermarket. The State (California Department of Conservation, Division of Recycling) requires that a "Convenience Zone" have access to a recycling facility. A Convenience Zone is defined as an area within a half -mile radius of a supermarket with $2 million or greater in annual sales. According to the State, National City has 10 such zones (see table). It is the responsibility of the supermarket creating the Convenience Zone (Foodland KiA in this case) to ensure that a recycling facility is available for its customers in this area. That does not necessarily mean that the facility has to he on site, but in this case, the lot is large enough and already devoted to a commercial enterprise. Other similar facilities include Ralph's at 901 Euclid Avenue, approved in 1995 (still at that location), and the old Vons at 1220 Plaza Boulevard (no longer in business). The other primary recycling location servicing National City, besides Ralph's, is at 1320 East i 30th Street (Food 4 Less) which is located in Chula Vista hut services the Grocery Outlet at 3446 highland Avenue. ZONE MARKET NAME MARKET ADDRESS FACILITY ADDRESS SZ Save A Lot 1035 S Harbison Ave 901 Euclid Ave EZ Smart & Final 1220 E Plaza Blvd SZ Carnival Supermarket 1750 E 8th St 901 Euclid Ave SZ Ralph's Grocery 901 Euclid Ave 901 Euclid Ave UZ Foodland IGA Supermarket 303 Highland Ave SZ Food 4 Less` 1320E 30th St 1320E 30th St EZ Seafood City Supermarket 1420 E Plaza Blvd SZ Manila Seafood Oriental Market 2220 E Plaza Blvd 901 Euclid Ave EZ Wrigley's Supermarket 34 N Euclid Ave EZ Grocery Outlet 3446 Highland Ave *actually Chula Vista but in 91950 Lip code All National City markets, except Foodland (subject property), arc served by an existing facility (SZ=Served Zone) or are exempt from this requirement (EZ=Exempt Zone). The State consider Foodland's convenience zone as an Unserved Zone (UZ), an area not being served by at least one certified recycling center. Land Use Code Section 18.94 — Outdoor Storage — requires that outdoor storage use greater than sixty cubic feet in volume, which abuts residential property, be enclosed by a view -obscuring fence or wall at least six feet high. No screening of the facility has been proposed. However, the Ralph's facility on Euclid Avenue was approved with a condition that there be an architecturally -integrated screening wall constructed (However, a later Conditional Use Permit Modification was approved for the removal of the wall). A previous facility at the old Supersaver at 3007 Highland Avenue had a similar screening wall requirement (CUJP-1995-10). The proposed recycling facility is visible from the upper floors of the multi -family residential property to the east. It would also he visible, although to a very limited extent, from East 4 Street some 300-plus feet to the south. The presence of landscape islands in the southern portion of the parking lot helps to screen the center from that direction, as well as from the southerrunost condominiums to the cast of Foodland. In order to comply with Section 18.94 and to be consistent with other approvals, a screening wall requirement has been included in the Conditions of Approval. The condition includes requiring architectural integration (color and texture) in order to blend in with recent facade improvements at Foodland IGA Supermarket. The facility is not likely to significantly increase traffic to and from the site, as many recyclers will likely also be Foodland customers. Any increases will probably he during off-peak hours, as the operating hours are proposed and conditioned from 9 a.m. to 5 p.m. daily. There have not been any documented issues with significant increases at the 901 Euclid Avenue location. A recent site visit to the Ralph's location observed minor activity at midday when shopping activity was relatively high. 2 One thing to note about recycling centers is the propensity for them to he frequented by the homeless as well as other scavengers who go through residential recycling containers on trash day and bring recyclables in shopping carts or by other means to recycling centers. There can also be accumulations of litter associated with materials unable to be recycled which are left after hours. In an effort to avoid these situations, two Conditions of Approval have hecn added. The first (No. 8) requires that the area be maintained in a clean condition at all times, including sweeping at the end of the day and removal of debris at the opening of business in the morning; the second (No. 9) requires that no recyclable material be accepted from persons transporting the material in an unconventional fashion — such as shopping carts and similar non -motorized carrying devices, which are often discarded afterwards. The Police Department has not objected to the issuance of a CUP at this location; they have stated that this location is not in a high crime rate area. However, the Police Department is recommending that additional lighting be provided to deter vandalism, theft or loitering. Department comments are fairly limited: Best Management Practices (BMP's) from Engineering, additional lighting from the Police Department and Fire Code compliance from the Fire Department. Standard Conditions of Approval, as well as those addressing Department comments, and a condition requiring compliance with Chapter 18.95 are included with this report. The Planning Commission considered this project at their June 4, 2007 meeting. Commissioners asked questions about the overall size of the center and of the applicant's agreement with Conditions of Approval regarding noise and recyclable material redemption values. The Pla►uhing Commission voted to approve the Conditional Use Permit based on required findings and subject to the Conditions of Approval. City Council discussed this item at their June 19, 2007 meeting. Discussion focused on the continued efficacy of the rear portion of the lot, with regard to delivery vehicles, and the potential for recycling businesses to attract and cater to homeless persons. Council set the item for hearing for July 17, 2007 in order to further discuss and potentially add or modify Conditions of Approval. 3 RECOMMENDED FINDINGS FOR APPROVAL l . The site for the proposed use is adequate in size and shape, since there is adequate arca on - site for a mobile recycling facility, and there is adequate parking to serve the supermarket, in accordance with Land Use Code requirements. 2. 'Ihe site has sufficient access to a major street that is adequate in width and pavement type to carry the volume and type of traffic generated by the proposed use, since the use is expected to generate a minimal amount of additional traffic for the market, as many of the recyclers will also shop at the supermarket; Foodland f(,A has frontage on both Highland Avenue, an arterial, and Fourth Street, a collector. 3. That the proposed use will not have an adverse effect upon adjacent or abutting properties, since the site is currently developed with a commercial use, and the nearest residences arc separated from the proposed facility by a six-foot fence and more than one hundred feet; additionally, Conditions of Approval require the construction of a screening wall to further reduce the potential for adverse effects. 4. That the proposed use is deemed essential and desirable to the public convenience and welfare, since it provides a convenient location for residents to recycle beverage containers in accordance with State regulations. 4 RECOMMENDED CONDITIONS OF APPROVAL 1. This Conditional Use Permit authorizes a recycling facility at 303 Highland Avenue. Except as required by conditions of approval, all plans submitted for permits associated with the project shall conform with Exhibit A Revised, Case File no. 2007-04 CUP, dated 5/23/2007. 2. Plans must comply with the 2001 editions of the California Building Code, the California Mechanical Code, the California Plumbing Code, the California Electrical Code, and California Title 24 energy and handicapped regulations. 3. Exterior walls of buildings/ freestanding signs/ trash enclosures to a height of not Tess than 6 feet shall be treated with a graffiti resistant coating subject to approval from the Building and Safety Director. Graffiti shall he removed within 24 hours of its observance. 4. The business shall be operated in compliance with National City Land Use Code Section 18.95 at all times. 5. A decorative block wall shall be constructed, that will screen the facility from adjoining residential properties. The wall shall be of standard construction and shall he of the same texture and color as the Foodland building. Plans shall be submitted to the Planning Department for review and approval by the Planning Department prior to construction; the wall shall be completed prior to operation of the facility. 6. A signage plan shall he submitted to the Planning Department showing the location, size and type of signage, including labeling of containers, prior to operation of the facility. 7. The hours of operation shall be permitted only between the hours of 9 a.m. and 5 p.m. daily. 8. All recyclable material shall he stored in containers and not left outside of designated storage containers at any time; the recycling center area shall he maintained free of litter, and any undesirable materials, and removed at the end of each collection day. Any discarded material left overnight shall be removed immediately upon opening of business in the morning. 9. No recyclable material shall be accepted from persons transporting said material in non - motorized carrying devices including, but not limited to, shopping carts, wagons, etc. 10. The proposed Recycling Collection Center shall comply with Best Management Practice (BMP) requirements, which will prevent any discharge from the site. BMP's are outlined in the Preventing l irban Runoff Pollution Guide and are available at the Engineering counter. 11. Project is to he designed, developed and constructed in compliance with the California Fire Code (CFC) 2001 edition and the most current National Fire Protection Association (NFPA) Standards as adopted by the City of National City. 12. Additional exterior lighting of the area surrounding the recycle center shall he provided, to deter vandalism and theft, to the satisfaction of the Police Department. The height, type and location of the lighting shall he provided for review and approval by the Planning Department prior to installation and shall be subject to appropriate building pennits. 13. Loitering at the facility or in its vicinity shall he prohibited. 14. Within four (4) days of approval, pursuant to Fish and Game Code 711.4 and the Calitbmia Code of Regulations, Title 14, Section 753.5, the applicant shall pay all necessary 5 environmental filing fees for the San Diego County Clerk. Checks shall be made payable to the County Clerk and submitted to the National City Planning Department. At this time, the filing fee is $50 for a Notice of Exemption or Notice of Determination, $1,800 for a Negative Declaration or Mitigated Negative Declaration, and $2,500 for an Environmental Impact Report. 15. Before this Conditional Use Permit shall become effective, the applicant and the property owner both shall sign and have notarized an Acceptance Form, provided by the Planning Department, acknowledging and accepting all conditions imposed upon the approval of this permit. Failure to return the signed and notarized Acceptance Form within 30 days of its receipt shall automatically terminate the Conditional Use Pennit. The applicant shall also submit evidence to the satisfaction of the Planning Director that a Notice of Restriction on Real Property is recorded with the County Recorder. The applicant shall pay necessary recording fees to the County. The Notice of Restriction shall provide information that conditions imposed by approval of the Conditional Use Permit are binding on all present or future interest holders or estate holders of the properly. The Notice of Restriction shall be approved as to fonn by the City Attorney and signed by the Planning Director prior to recordation. 16. This permit shall become null and void if not exercised within one year afier adoption of the resolution of approval unless extended according to procedures specified in Section 18.116.190 of the Municipal Code. 17. This permit shall expire if the use authorized by this resolution is discontinued for a period of 12 months or longer. The permit may also be revoked, pursuant to provisions of the land Use ('ode, if discontinued for any lesser period of time. 18. This Conditional Use Permit may be revoked if it is determined that the use is operating contrary to the conditions of approval or is negatively impacting nearby properties. 6 RESOLUTION NO. 36-2007 A RESOLUTION OF THE PLANNING COMMISSION OF TIIE CITY OF NATIONAL CiTY, ('ALIFORNIA, • APPROVING A CONDITIONAL USE PERMIT FOR A RECYCLING FACILITY BEHIND THE FOODLAND GROCERY STORE A'F 303 IIIGHLANi) AVENUE. APPLICANT: SOUTHWEST RECYCLING CASE FILE NO. 2007-04 CUP WHEREAS, the Planning Commission of the City of National City considered a Conditional Use Permit application for a recycling facility behind the Foodland Grocery store at 303 highland Avenue, at a duly advertised public hearing held on June 4, 2007 at which time oral and documentary evidence was presented; and, WHEREAS, at said public hearing the Planning Commission considered the staff report contained in Case File No, 2007-04 CUP, maintained by the City and incorporated herein by reference along with evidence and testimony at said hearing; and, WHEREAS, this action is taken pursuant to all applicable procedures required by State law and City law; and, WHEREAS, the action recited herein is found to be essential for the preservation of public health, safety, and general welfare. NOW, THEREFORE, BE iI' RESOLVED by the Planning Commission of the City of National City, California, that the testimony and evidence presented to the Planning Commission at the public hearing held on June 4, 2007, support the following findings: { . The site for the proposed use is adequate in size and shape, since there is adequate area on -site for a mobile recycling facility, and there is adequate parking to serve the supermarket, in accordance; with Land Use Code requirements. The site has sufficient access to a major street that is adequate in width and pavement type to carry the volume and type of traffic generated by the proposed use, since the use is expected to generate a minimal amount of additional traffic for the market, as many of the recycicrs will also shop at the supermarket; Foodland IGA has frontage on both I fighland Avenue, an arterial, and Fourth Street, a collector. That the proposed use will not have an adverse effect upon adjacent or abutting properties, since the site is currently developed with a commercial use, and the nearest residences arc separated from the proposed facility by a six-foot fence and more than one hundred feet; additionally, Conditions of Approval require the construction of a screening wall to further reduce the potential for adverse effects. 7 4. That the proposed use is deemed essential and desirable to the public convenience and welfare, since it provides a convenient location for residents to recycle beverage containers in accordance with State regulations. BE IT FURTHER RESOLVED that the application fbr Conditional Use Permit is approved subject to the following conditions: 1. This Conditional Use Permit authorizes a recycling facility at 303 Highland Avenue. Except as required by conditions of approval, all plans submitted for permits associated with the project shall conform with Exhibit A Revised, Case File no. 2007-04 CIJP, dated 5/23/2007. 2. Plans must comply with the 2001 editions of the California Building Code, the California Mechanical Code, the ('alifornia Plumping Code, the California Electrical Code, and California Title 24 energy and handicapped regulations. 3. Exterior walls of buildings/ freestanding signs/ trash enclosures to a height of not less than 6 feet shall be treated with a graffiti resistant coating subject to approval from the Building and Safety Director. Graffiti shall be removed within 24 hours of its observance. 4. 1'hc business shall be operated in compliance with National City Land Use Code Section 18.95 at all times. 5. A decorative Klock wall shall he constructed, that will screen the facility from adjoining residential properties. The wall shall be of standard construction and shall be of the same texture and color as the Foodland building. Plans shall be submitted to the Planning Department for review and approval by the Planning Department prior to construction; the wall shall be completed prior to operation of the facility. 6. A signage plan shall be submitted to the Planning Department showing the location, size and type of signiagc, including labeling of containers, prior to operation of the facility. 7. The hours ofoperation shall be permitted only between the hours of 9 a.m. and 5 p.m. daily. 8. All recyclable material shall be stored in containers and not left outside of designated storage containers at any time; the recycling center area shall he maintained free of litter, and any undesirable materials, and removed at the end of each collection day. Any discarded material left overnight shall be removed immediately upon opening of business in the morning. 9. No recyclable material shall be accepted from persons transporting said material in non - motorized carrying devices including, but not limited to, shopping carts, wagons, etc. 10. The proposed Recycling Collection Center shall comply with Best Management Practice (BMP) re quiran nts, which will prevent any discharge from the site. BMP's are outlined in the Preventing Urban Runoff Pollution Guide and are available at the Engineering counter. 11. Project is to be designed, developed and constructed in compliance with the California Fire Code (CFC) 2001 edition and the most current National Fire Protection Association (NFPA) Standards as adopted by the ('ity of National City. 12. Additional exterior lighting of the area surrounding the recycle center shall be provided, to deter vandalism and theft, to the satisfaction of the Police Department. The height, type and location of the lighting shall be provided for review and approval by the Planning Department prior to installation and shall be subject to appropriate building permits. 13. i.oitering at the facility or in its vicinity shall be prohibited. 14. Within four (4) days of approval, pursuant to Fish and Game Code 711.4 and the California Code of Regulations, Title 14, Section 753.5, the applicant shall pay all necessary 8 environmental filing t cs for the San Diego County Clerk. Checks shall be made payable to the County Clerk and submitted to the National City Planning Department. At this time, the filing fee is $50 for a Notice of Exemption or Notice of Determination, $1,800 for a Negative Declaration or Mitigated Negative Declaration, and $2,500 for an Environmental impact Report. 15. Before this Conditional Use Permit shall become effective, the applicant and the property owner both shall sign and have notarized an Acceptance Form, provided by the Planning Department, acknowledging and accepting all conditions imposed upon the approval of this permit. Failure to return the signed and notarized Acceptance Fomn within 30 days of its receipt shall automatically terminate the Conditional Use Permit. The applicant shall also submit evidence to the satisfaction of the Planning Director that a Notice of Restriction on Real Property is recorded with the County Recorder. The applicant shall pay necessary recording ices to the County. The Notice of Restriction shall provide information that conditions imposed by approval of the Conditional Use Permit are binding on all present or future interest holders or estate holders of the property. The Notice of Restriction shall he approved as to form by the City Attorney and signed by the Planning Director prior to recordation. 16. This permit shall become null and void if not exercised within one year after adoption of the resolution of approval unless extended according to procedures specified in Section 18.116.190 of the Municipal Code. 17. This permit shall expire if the use authorized by this resolution is discontinued for a period of 12 months or longer. The permit may also be revoked, pursuant to provisions of the Land Ilse Code, if discontinued for any lesser period of time. 18. This Conditional Use Permit may he revoked if it is determined that the use is operating contrary to the conditions of approval or is negatively impacting nearby properties. BE IT FURTI iER RESOLVED that copies of this Resolution be transmitted forthwith to the applicant and to the City Council. BE IT FiNALLY RESOLVED that this Resolution shall become effective and final on the day following the City Council meeting where the Planning Commission resolution is set for review, unless an appeal in writing is filed with the City Clerk prior to 5:00 p.m. on the day of that City Council meeting. The City Council may, at that meeting, appeal the decision of the Planning Commission and set the matter for public hearing. 9 (7ER1'IFICA'I'ION: This certifies that the Resolution was adopted by the Planning Commission at their meeting of June 4, 2007, by the following vote: AYES: Alvarado, Pruitt, Flores, Reynolds NAYS: ABSENT:: Carrill.o, Baca, lleLaPaz ABSTAIN: Qom.. ,PA, CI IAIRWOMAN 10 140 1 f t 200 228 v i w( MW..) Ef43rdSt Wo 306-314 316-320 322 330 340 „ -a 0 RS-3`pO r ^i 1.1 405 133 N 205 - 217 309 311 321 - 327 333 E 4th St Co f f m W E 2nd St 404 426 100 RS_ -pb RS-3'pb co -po N v N 0 0 0 RS_2 O --r L 1 E 3rd St O O 0 305 0 401 427 City of National City Planning Department 1243 National City Blvd., National City, CA 91950 (619) 336-4310 ROGER G. POST - DIRECTOR NOTICE OF EXEMPTION TO: County Clerk County of San Diego P.O. Box 1750 1600 Pacific Ilighway, Room 260 San Diego, CA 92112 Project Title: 2007-04 CUP Project Location: 303 Highland Avenue, National City, CA 91950 Contact Person: Martin Reeder Telephone Number: (619) 336-4313 Description of Nature. Purpose and Beneficiaries of Project: Conditional Use Permit application for a mobile recycling center at an existing supermarket at 303 Highland Avenue. Applicant: Southwest Recycling, c/o: Ken Webb 6981 Gordon Court, La Mesa, CA 91941 Exempt Status: Telephone Number: (619) 300-1846 ❑ Statutory Exemption. (State type and Section No., if applicable) Categorical Exemption. Class 11 Section 15311 (B) (Accessoryy Structures) ❑ Not a project as defined in Section 15332 of CEQA ❑ Not subject to CEQA (Sec. 15061b3) Reasons why project is exempt: The project will result in little or no change to the physical environment, since the proposal involves the placement of 5 temporary structures which will function as an accessory use to an existing supermarket Date: MARTIN REEDER Assistant Planner 12 t k Recvcled Pat,cr City of National City Office of the City Engineer 1243 National City Blvd,, National City, CA 91950 (619) 336-4380 Fax: (619) 336-4397 ENGINEERING REQUIREMENTS FOR RECYCLING COLLECTION CENTER AT 303 HIGIILANI) AVENUE Date: January 31, 2007 To: Martin Reeder, Planning Department From: Adam J. Landa, Assistant Civil Engineer Via: Stephen M. Kirkpatri�, City Engineer Subject: RECYCLING COLLECTION CENTER A1' 303 HIGHLAND AVENUE 1. The proposed Recycling Collection Center shall comply with Best Management Practice (BMP) requirements, which will prevent any discharge from the site BMP's are outlined in the Preventing Urban Runoff Pollution Guide and are available at the Engineering counter. AL j1a 303 13 ® Recycled Paper CITY OF NATIONAL CITY FIRE DEPARTMENT Phone: (619) 336-4550 ard MEMORANDUM DATE: February 5, 2007 TO: Martin Reeder, Assistant Planner FROM: Donald Condon, Battalion Chief / Fire Marshal SUBJECT: Case File No: 2007-05, 303 Highland Avenue Please note our following comments and recommendations: 1) Project to be designed, developed and constructed in compliance with the California Fire Code (CFC) 2001 edition or CFC in effect at time of permit issuance and the most current National Fire Protection Association (NFPA) Standards as adopted by the City of National City. Please note that the above items are based off of a preliminary review of plans submitted. Additional requirements may be necessary upon submission of a complete set of plans for permit review. 14 NATIONAL CITY POLICE DEPARTMENT ADMINISTRATIVE DIVISION MEMORANDUM January 23, 2007 TO: City of National City Planning Department FROM: William C. Strasen, Sergeant Special Assistant to Chief of Police SUBJECT: Police Department Comments Re: Foodland Recycle Center Case File No: 2007-04 CUP The Police Department recommends that final approval of this project should include provisions for additional exterior lighting of the area surrounding the recycle center to deter vandalism and theft. Thank you, Bill Strasen, Sergeant Special Assistant to Chief National City Police Department (619) 336-4326 wstrasen@ci.national-city.ca.us 15 18.95.01 O Chapter 18.95 RECYCLING COLLECTION FACILITIES Sections: 18.95.010 18.95.020 18.95.030 18.95.040 18.95.050 18.95.060 Intent and purpose. Definitions. Types of facilities permitted. Permits required. Operating and design standards. Additional requirements. 18.95.010 Intent and purpose. It is the intent and purpose of this chapter to establish reasonable regulations for establishment of recycling collection facilities to encourage and facil- itate the recycling of glass, aluurinum, plastic and nonalurinum metal beverage containers in a safe and convenient manner. (Ord. 1934 § 1 (part), 1988) 18.95.020 Definitions. For the purpose of this chapter, the following words shall have the following meanings: A. Igloos. An "igloo" is a small, temporary collection bin of painted metal or plastic with a dome -shaped top, occupying no more than forty square feet each. B. Mobile Recycling Unit. A "mobile recycling unit" means an automobile, truck, trailer or van, licensed by the Department of Motor Vehicles, which is used for the collection of recyclable materi- als. A mobile recycling unit also means the bins, boxes or containers, other than igloos, transported by trucks, vans, or trailers, and used for the collec- tion of recyclable materials. C. Recyclable Material. "Recyclable material" is reusable material including aluminum, nonaluminum metal, glass and plastic beverage containers, which are intended for reuse, remanufacture, or reconstitu- tion for the purpose of using the altered form. Recy- clable material as described in this section does not include paper, refuse, motor oil or other hazardous materials_ 801 D. Recycling Collection Facility. A "recycling collection facility" is a center for the collection of recyclable materials from the public by donation, redemption or purchase. A certified recycling facili- ty means a recycling facility certified by the Califor- nia Department. of Conservation as meeting the requirements of the California Beverage Container Recycling and Litter Reduction Act of 1986. A recycling facility does not include storage containers located on the premises of a commercial or industri- al use used solely for the collection of recyclable materials generated by that use. Recycling collection facilities include the following: 1. Reverse vending machines; 2. Igloos; 3. Mobile recycling units. E. Reverse Vending Machine. A "reverse vend- ing machine" is an automated mechanical device which accepts at least one or more types of empty beverage containers including aluminum and nonaluminum metal cans, glass and plastic bottles, and issues a cash refund or a redeemable credit slip with a value not less than the container's redemption value as determined by the state. A reverse vending machine may sort and process containers mechani- cally; provided, that the entire process is enclosed within the machine. In order to arrept and tempo- rarily store all four container types in a proportion commensurate with their relative redemption rates, and to meet the requirements of certification as a recycling facility, multiple grouping of reverse vend- ing machines may be necessary. A bulk reverse vending machine is a reverse vending machine that is larger than fifty square feet; is designed to acrrpt more than one container at a time; and will pay by weight instead of by contain- er. (Ord. 1934 § l (part), 1988) 18.95.030 Types of facilities permitted. A. Reverse vending machines, igloos, and mo- bile recycling units may be permitted subject to conformance with all of the following: 1. Location within the limited commercial (CL), general commercial (CG), tourist commercial (CT), medium commercial (CM), heavy commercial (CH), 16 18.95.030 light manufacturing (MI.), light manufactur- ing/residential (ML/R) and medium manufacturing (MM) zones; 2. Location within convenience zones designated by the state of California Department of Conserva- tion, Division of Recycling; 3. Certification or application for certification by the state of California; 4. Required permits, as described in Section 18.95.040; 5. Operation and design standards as set forth in Section 18.95.050. B. No recycling collection facility shall be per- mitted if it is found that the facility or its operation will have a detrimental effect on public health, safety or general welfare. (Out 2124 § 14, 1996; Ord. 1934 § 1 (part), 1988) 18.95.040 Permits required. A. Site Plan Review. Reverse vending machines and igloos, as defined in Section 18.95.020, shall require site plan review approval, as set forth in Chapter 18.128. B. Conditional Use Permit. Mobile recycling units, as defined in Section 18.95.020, shall require a conditional use permit, as set forth in Chapter 18.116. (Ord. 1934 § 1 (part), 1988) 18.95_050 Operating and design standards. A. Reverse vending machines shall comply with the following standards: 1. Established in conjunction with acommercial use or community service facility which is in com- pliance with the zoning, building and fire codes of the city; 2. Located within thirty feet of the entrance to the commercial structure and shall not obstruct pedestrian or vehicular circulation; 3. Not occupy parking spaces required by the primary use; 4. Except for bulk reverse vending machines, occupy no more than fifty square feet of floor spac- es per installation, including any protective enclo- sure, and be no more than eight feet in height; no more than four reverse vending machines at the site; bulk reverse vending machines shall occupy no more than three hundred square feet of floor space per installation, including any protective enclosure; 5. Constructed and maintained with durable waterproof and rustproof material; 6. Clearly marked to identify the type of materi- al to be deposited, operating instructions, and the identity and phone number of the operator or re- sponsible person to call if the machine is inopera- tive; 7. Have a sign area of a maximum of four square feet per machine, exclusive of operating instructions; 8. Maintained in a clean, litter -free condition on a daily basis; 9. Illuminated to ensure comfortable and safe operation if operating hours are between dusk and dawn; 10. Installation of all wiring required in accor- dance with the National Electrical Code, latest edi- tion. B. Igloos shall comply with the following stan- dards: 1. Established in conjunction with an existing commercial use or community service facility which is in compliance with the zoning, building and fire codes of the city, 2. Occupy an area no larger than two hundred square feet; 3. Set back at least ten feet from any front prop- erty line and shall not obstruct pedestrian or vehicu- lar circulation; 4. Accept only glass, metal and plastic contain- ers; 5. No power -driven processing equipment used; 6. Containers constructed and maintained with durable waterproof and rust -proof material, covered when site is not attended, secured from unauthorized entry or removal of material, of a capacity sufficient to accommodate materials collected and collection schedule; 7. All recyclable material stored in containers, and materials not left outside of containers at any time; 802 17 18.95.050 8. Maintained free of litter and any other unde- sirable materials; 9. Not be located within fifty feet of a residen- tial zoned property; 10. Operation of attended facilities located within one hundred feet of a property zoned or occupied for residential use only during the hours between nine ant and seven pin.; 11. Noise levels not exceeding sixty dBA as meaatred at the property lone of residentially zoned or occupied property, and otherwise not exceeding sixty-five dBA; 12. Location of containers for the twenty-four hour donation of materials at least one hunched feet from any property zoned or occupied for residential use unless there is a recognized service corridor and acoustical shielding between the containers and the residential use; 13. Labeling of containers to identify the type of material which may be deposited; identification of the facility with the name and telephone number of the facility operator and the hours of operation, and display of a notice stating that no material shall he left outside the recycling enclosure or containers; 14. Signing permitted as follows: a. Identification signs with a maximum of four square feet, in addition to infon national signs re- quired in subsection B(13) above, b. Signs consistent with the character of the location, c. Directional signs, bearing no advertising message, installed with the approval of the planting director if the facility is not visible from the public right-of-way, d. Planning director authorization for incmase in the number and size of signs upon finding that it is compatible with adjacent businesses; 15. Required landscape area not occupied or interfered with; 16. No occupation of parking spaces on the site unless deemed necessary and authorized by the planning director, no additional parking spaces required for customers of an igloo collection facility located at the established parking lot of a host use; 803 one space of host use permitted to be occupied by the attendant, if needed. C. Mobile recycling wets shall comply with the following standards: I. Established in conjunction with an existing commercial use or community service facility which is in compliance with the zoning, building and fire codes of the city; 2. No larger than three hundred fifty square feet and occupy no more than three parking spaces not including space that will be periodically needed for removal of materials or exchange of containers; 3. Set back at least ten feet from any front prop- erty line and shall not obstruct pedestrian or vehicu- lar circulation; 4. Accept only glass, aluminum, nonaluminum metal and plastic containers; 5. No power -driven processing equipment used; 6. Containers construered and maintained with durable waterproof and rust -proof material, covered when site is not attended, secured from unauthorized entry or removal of material, and of a capacity sufficient to accommodate materials collected and collection schedule; 7. All recyclable material stored in containers or in the mobile unit vehicle, and not left outside of containers at any time; 8. Maintained free of litter and any other unde- sirable materials; mobile facilities, at which truck or containers are removed at the end of each collection day, swept at the end of each collection day; 9. Noise levels not exceeding sixty dBA ae measured at the property line of residentially zoned or occupied property, and otherwise not exceeding sixty-five dBA; 10. Not be located within fifty feet of a residen tial zoned property; 11. Operation of attended facilities located within one hundred feet of a property zoned or occupied for residential use only during the hours between nine a.m. and seven p.m.; 12. Location of containers for the twenty-four hour donation of materials at least one hundred feet from any property zoned or occupied for residential use unless there is a recognized service conidor and 18 1 x 95.050 acoustical shielding between the containers and the residential use; 13. Labeling of containers to identity the type of material which may be deposited; identification of the facility to identify the name and telephone num- ber of the facility operator and the hours of opera- tion, and display of a notice stating that no material shall be left outside the recycling enclosure or con- tainers; 14. Signing permitted as follows: a. Identification signs with a maximum of twen- ty percent per side or sixteen square feet, whichever is larger, in addition to informational signs required in subsection C(13) above. In the case of a wheeled facility, the side will, be measured from the pave- ment to the top of the container, b. Signs consistent with the character of the location, c. Directional signs, bearing no advertising message, installed with the approval of the planning director if necessary to facilitate traffic circulation, or if the facility is not visible from the public right- of-way, d. Planning director authorization for increase in the number and size of signs upon finding that it is compatible with adjacent businesses; 15. Required landscape area not occupied or interfered with; 16. No additional parking spaces required for customers of a mobile recycling unit located at the established parking lot of a host use; one space of the host use permitted to be. occupied by the atten- dant, if needed; 17. Area clearly marked to prohibit other vehic- ular parking during hours when the mobile unit is scheduled to be present; 18. No reduction of available parking spaces be- low the minimum number required for the primary host use unless a parking study shows that existing parking capacity is not already fully utilized during the time the recycling facility will be on the site; reduction in available parking spaces in an estab- lished parking facility then permitted as follows: a. For a commercial host use: Number of Available Parking Spaces 0--25 26--35 36 --49 50+ Maximum Reduction 0 2 3 4 b. For a community facility host use: A maxi- mum four spaces reduction will be allowed when not in conflict with parking needs of the host use. (Ord. 1934 § 1 (part), 1988) 18.95.060 Additional requirements. Additional requirements may be required as con- ditions of permit approval as provided by Chapters 18.116 and 18.128 of the National City Municipal Code. (Ord. 1934 § 1 (part), 1988) 804 19 2007-04 CUP Recycling Center behind Foodland IGA - Site Photos Looking North at Project Location Looking West at Project Location 20 Looking Northeast towards Side Entrance of Foodland Looking East Towards Adjacent Condominiums 2] NATIONAL CITY, CALIFORNIA APPLICATION for XConditional Use Permit Planned Development Permit Planned Unit Development Permit Make checks payable to the City of National City File application with the: National City Planning Department 1243 National City Boulevard National City, California 91950 (619) 336-4310 PLEASE DO NOT USE BLUE INK WHEN COMPLETING THIS FORM FOR DEPARTMENT USE ONLY Case Number W 07 — o 4 co e Filing Fee S 3 i 0 Receipt No. Date Received 1 I t O 1 By A -P w E.A.F. Required [Y d Fee S N 1 R' • Related Cases GAL DESCRIPTION OF PROPERTY: TY: (Attach if insufficient space) PROPERTY LOCATION t-V-G.��&-r) 1 No. Street between and COMBINED GENERAL PLAN/ZONING DESIGNATION CC - Conditional Use/Planned Development/Planned Unit Development Permit Application Revised December, 1998 22 I'agc 1 of 4 REQUEST: The Applicant requests a Conditional Use Permit (Chapter 18.116), Planned Development Permit (Chapter 18.126), or Planned Unit Development Permit (Chapter 18.30) to use the above described property for the f'otlowing purposes: rog, Reicc eh �e-E,oticr, faks let£ PievIS Li Kam: PROPERTY OWNER(S) of all property included in this application: (Attached extra sheets if necessary). Name: 5 .z. -Petra c l aP Signature (Signature acknowledges that this application is being filed) Address: 5075 /',FO,--,egc /ce-W A r S,4ir/ ,/(. Cd cid `-�/vz Phone No. Cif- 127-.?3 Fax No. 6-/? " 5-2- 7- Date: 72 -/K -04 Name: Signature (Signature acknowledges that this application is being filed) Address: Phone No. Fax No. Date: Conditional Use/Planned Development/Planned Unit Development Permit Application Revised December, 1998 23 Page 2 old APPLICANT Name: Se,.,.. ,u sr (Please type or print) ature certifies that the information submitted with this on is true and accurate to the best of the applicant's knowledge). Address: (oVi\ Phone No. bkg g7.o -22(p-7 Fax No. Date: tvave-..e,t-- . -i .?moo (o Conditional Use/Planned Development/Planned Unit Development Permit Application Revised December, 1998 Page of 24 JUSTIFICATION Section 18.116.020 of the National City Municipal Code states that before any conditional use permit, planned development permit or planned unit development permit is'granted, the applicant must show the existence of the following facts: 1. That the site for the proposed use is adequate in size and shape; and 2. That the site has sufficient access to streets and highways that are adequate in width and pavement type to carry the quantity and quality of traf }c generated by the proposed use; and ' 3. That the proposed use will not have an adverse effect upon adjacent or abutting properties; and 4. That the proposed use is deemed essential and desirable to the public convenience or welfare. The above findings must be incorporated into each staff report for a Conditional Use Permit, Planned Development Permit or Planned Unit Development Permit presented to the decision making body. Each of the findings must be found to exist. As the applicant, you are not required to provide justification of these findings; however, the information can he useful to Planning Staff when compiling their report. Please provide any additional information which may be helpful when considering the application. Conditional Use/Planned Development'Planned Unit Development Permit Application Revised December, 1998 25 Page 4 of 4 so21(zzgoaNt x1F11113sMaicW Z -es 6301ngg 26 SIDE SIDE SACK FRONT SIDE SMALL BIN SIDE 1' SACK r,F 1 FRONT BACK SIDE FRONT City of National City COUNCIL AGENDA STATEMENT MEETING DATE: July 17, 2007 AGENDA ITEM NO. 12 ITEM TITLE: PUBLIC HEARING ON THE ALLOCATION OF PROGRAM INCOME AND UNALLO- CATED FUNDS IN HOME INVESTMENT PARTNERSHIP ACT (HOME) PROGRAM PREPARED BY: XAVIER VELASCO DEPARTMENT GRANTS AND HOUSING DEPT ROSEMARY TOSCANO CITY MANAGERS OFFICE EXPLANATION: The U. S. Department of Housing and Urban Development (HUD) requires that all HOME Investment Partnership Act (HOME) entitlement communities, such as the (iity of National City, hold a public hearing to solicit input on the use of any Program Income generated from the repayment of outstanding first-time homcbuyer and rehabilitation loans, and unallocated IIOME funds for eligible low-income housing projects and/or programs. Accordingly, a Public Hearing Notice was duly published on July 13, 2007 and posted on July 5, 2007 in the Civic Center, Library, Section-8 Offices on 24th Street, and the Community Center on 12th Street to inform the general public that the City Council will be considering public input regarding the allocation of these federal HOME funds. The purpose of this public hearing is to once again invite public input and testimony priorto any City Council action. Environmental Review Not applicable to this report. Financial Statement The City has unallocated and uncommitted funds from the HUD from prior year allocations and Program Income gener- ated from the repayment of first-time homcbuyer and housing rehabilitation loans. STAFF RECOMMENDATION Conduct Public Hearing. BOARD/COMMISSION RECOMMENDATION Not applicable to this report. ATTACHMENTS (Listed Below) Resolution No. . Notice of Public Hearing PUBLIC HEARING NOTICE FOR 1'HE HOME INVESTMENT PARTNERSHIP ACT (I TOME) PROGRAM The City Council of the City of National City will conduct a PUBLIC IIEARING on Tuesday, July 17, 2007 at 6:00 p.m. in the City Council Chambers, 1243 National City Boulevard, National City, California. The purpose of the public hearing is for the City Council to consider use of various HOME eligible activities with respect to uncommitted HOME funds and recently identified HOME Program Income. The public is invited to comment on the best use of these housing funds for low-income households in National City. Further information can be obtained at the City of National City, Grants and Housing Department located at 1243 National City Boulevard, Basement Level, National City, California, or by contacting Xavier Velasco at (619) 336-4266 or via email xvelasco@ci.national-city.ca.us Chris Zapata, City Manager Published on July 13, 2007. City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 AGENDA ITEM NO. 13 (--- ITEM TITLE A Public Hearing to consider the report required by Health and Safety Code Section 547 Et Seq. pertaining to the collection of sewer charges on the tax roll, directing the City Clerk to file said report with the San Diego County Auditor, and directing the Finance Director to certify with the San Diego County Auditor the "Sewer Service Charge Fund". PREPARED BY ` Smith DEPARTMENT Public Works Ext. 4587) EXPLANATION See Attached Explanation Environmental Review N/A Financial Statement N/A Approved By: Finance Director Account No. STAFF RECOMMENDATION Hold the public hearing BOARD I COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. 1. Report is on file in the Office of the City Clerk Explanation: Pursuant to Ordinance No. 2003-2225, the City Council adopted a three-year sewer service fee rate adjustment schedule commensurate with projected Regional wastewater treatment cost increases and elected to have sewer service charges collected on the tax roll, as authorized by California Health and Safety Code Section 5473 et seq. California Health and Safety Code Section 5473 requires a written report to be prepared each year and filed with the City Clerk, which should contain a description of each parcel of real property receiving sewer services, and the amount of the charges for each parcel for the year. Califomia Health and Safety Code Section 5473.4 provides that on or before August 10 of each year, the City Clerk shall file with the County Auditor a copy of the report prepared pursuant to Section 5473 with a statement endorsed on the report over his signature that the report has been adopted by the City Council, and the Auditor shall enter the amounts of the charges against the respective lots or parcels of land as they appear on the current assessment roll. By approving the proposed resolution, the City Council, would for FY2007-2008, adopt the report required by California Health and Safety Code Section 5473, direct the report to be kept on file in the Office of the City Clerk, and direct the City Clerk to file a copy of the report with the County Auditor. The City of National City sewer service fees are monthly flat rates, based on water consumption for domestic users. For commercial and industrial users, the monthly charges are variable and based on water consumption and on the strength of the sewage they generate (low, medium or high). The table below summarizes the three-year rate plan adopted by the City in 2003. National City Sewer Service Rates for FY 2004, 2005, and 2006 Residential Flat Rates (per m1 Single Family Residence Mutti-Famlly Residence Mobile Homes Commercial Variable Rates Suspended Sollds/BOD Strength Category Commercial - Commercial - Commercial - Commercial - Commercial - Low Medium Low Medium Medium High High (per HCF1 Suspended Sollds/BOD Strength Range <200 PPM 201 to 280 PPM 281 to 420 PPM 421 to 660 PPM > 600 PPM FY 2004 FY 2005 FY 2006 Monthly Monthly Monthly $ 22.08 $ $ 19.00 $ $ 13.50 $ 2.85 $ 3.09 $ 3.84 $ 4.60 $ 5.75 $ 28.08 $ 32.08 23.00 $ 26.00 17.50 $ 19.50 2.89 $ 3.03 3.13 $ 3.28 3.90 $ 4.09 4.68 $ 4.90 5.86 $ 6.12 It should be noted the City of National City sewer service fee have not increased since FY06 and is 10% below the Regional average fee charge for this service. The table below is an illustration of the fees charged by the major METRO Agency members. Monthly Rates are based on single family residence charged for 10 HCF (Hundred Cubic Feet). Padre Dam MWD National C ronado keside El Cajon int= •ardens 2007 $45.73 $32.0 $31. $27.42 $25. $18. 01/01/07 05/01/07 07/01/06 07/01/04 07/01/06 07/01/06 07/01/06 2008 Average Maximum Minimum $ 34.64 $ 69.85 $ 18.00 $ 35.45 $ 71.15 $ 18.00 The cost of wastewater collection, transportation and treatment has increased dramatically over the years. The sewer service rate plan adopted by the City Council in 2003 provided sufficient revenues to cover these costs and those of the NPDES permit compliance activities necessary to eliminate the amount of urban run-off pollution that enters our storm drain system. Currently, the METRO Wastewater Joint Power Authority, the Agency that operates, maintains and administers the regional facilities that transport, treat and dispose of the area's effluent is working on a comprehensive cost allocation study, which may substantially increase the rates paid by its member Agencies. The City of National City, as a member Agency and interested party, is actively working with METRO staff to assure the increase, if any, is justifiable and fair to all member Agencies. Staff will keep you informed regarding this potentially significant issue as the study progresses. City of National City, California CITY COUNCIL AGENDA STATEMENT 14 MEETING DATE Inly 17 7007 AGENDA ITEM NO ITEM TITLE Public Hearing of the City Council of the City of National City regarding the levy of self assessments for Landscape Maintenance District No. 1 Mile of Cars (Community Benefit District) to fund enhanced median and frontage improvements, including landscaping and irrigation, painted crosswalks and colored concrete hardscape, and ongoing maintenance for graphic panels, banners, signagc, and street furniture PREPARED BY Xavier Del Valle, x4279 Senior Project Manager DEPARTMENT Q Redevelopment Division EXPLANATION The City of National City shall conduct a public hearing for the levy and collection of self assessments associated with Landscape Maintenance District No. 1 - Mile of Cars (Community Benefit District). Attachment 1 of this report provides the Order of Procedure for the public hearing. Environmental Review CEQA is not applicable Financial Statement Total property assessments for fiscal year 2007-2008 are estimated at $121,200. Property assessments (fees) range from S412 to $8,110 depending on property frontage and benefit. STAFF RECOMMENDATION City Council open the Public Hearing for the levy of self assessments associated with Landscape Maintenance District No. 1 - Mile of Cars (Community Benefit District). ATTACHMENTS Resolution No. 1. Background Report 2. Public IIearing Notice l A-200 (9/80) ATTACIIMENT l BACKGROUND REPORT Order of Procedure: The following sets forth the Order of Procedure for the public hearing to consider the levy and collection of self assessments for Landscape Maintenance District No. 1 - Mile of Cars ("Maintenance District"). 1. The Mayor shall announce that the Public Ilearing is to consider the levy and collection of self assessments for the maintenance costs associated with the Maintenance District. 2. The City Clerk shall make a statement that a public notice has been given in the manner and form as required by law. A Certificate of Compliance is on file and available for public inspection at the Office of the City Clerk. 3. The Community Development Director shall provide an oral report that will describe the purpose of the Maintenance District, its boundaries, the proposed assessments upon assessable lots, and a general overview of the Engineer's Report. The oral report shall also include a number of protests received (% of assessed area) and shall announce that copies have been delivered to each member of the legislative body. 4. The Mayor shall require each speaker to identify themselves (including their site address), and provide their comments in the following order: a. Firstly, individuals in opposition to the maintenance work to be completed; and (b) assessment methodology; and b. Secondly, individuals in favor of the assessment proceedings. 5. City Council shall provide discussion regarding the assessment proceedings, if necessary. 6. The Mayor shall close the public hearing and the City Council shall consider taking action on the item. NOTICE OF A PUBLIC IIEARING OF THE CITY OF NATIONAL CITY DECLARING ITS INTENTION TO PROVIDE FOR AN ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR LANDSCAPE MAINTENANCE DISTRICT NO. 1 — MILE OF CARS, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON ANNUAL LEVY OF ASSESSMENTS The City Council of the City of National City, California, has previously formed a special maintenance district pursuant to the "Landscaping and Lighting Act of 1972," as set forth in Division 15, Part 2 of the Streets and Highways Code of the State of California (the "1972 Act"). The special maintenance district is designated as Landscape Maintenance District No. 1 - Mile of Cars ("Maintenance District"). It is the intention of the City Council to conduct proceedings to provide for the levy of assessments for the upcoming fiscal year to provide for the annual costs for maintenance and/or servicing of improvements within the Maintenance District. ENGINEER'S REPORT An Engineer's Report ("Report") has been prepared for the Maintenance District, as required by the 1972 Act and Article XIIID of the Constitution (Article XIIID). The Report is available for public inspection in the Office of the City Clerk. Reference is made to said Report for a description of the improvements to be maintained, the boundaries of the Maintenance District, and the proposed assessments upon assessable lots within the Maintenance District. PUBLIC HEARING Notice is hereby given that the City Council of the City of National City shall hold a Public Hearing on Tuesday, July 17, 2007 at 6:00 p.m. in the City Council Chambers, located in the Civic Center, 1243 National City Boulevard, National City, CA. The City Council shall consider all oral statements and all written protests or communications made or filed by any interested persons regarding the annual levy and collection of assessments for landscape Maintenance District No. 1 — Mile of Cars. City of National City, California CITY COUNCIL AGENDA STATEMENT MEETING DATE Tuly 17, 7007 AGENDA ITEM NO 15 (ITEM TITLE Resolution of the City of National City approving the diagram and assessment Engineer's Report, and providing for the levy and collection of self assessments for Landscape Maintenance District No. 1 — Mile of Cars (Community Benefits District) to fund enhanced median and frontage improvements, including landscaping and irrigation, painted crosswalks and colored concrete hardscape, and ongoing maintenance for graphic panels, banners, signage, and street furniture PREPARED BY Xavier Del Valle, x4279 Senior Project Manager DEPARTMENT Redevelopment Division EXPLANATION In 1995 the City Council approved an Engineer's Report (pursuant to the Landscaping and Lighting Act of 1972), which authorized the levy of self assessments for enhanced maintenance work within the designated Landscape Maintenance District No. 1 — Mile of Cars (Community Benefit District). Since then, the budget and assessment schedule have been reviewed, and an Amended Engineer's Report (Attachment 1) has been prepared each year. Pursuant to the Engineer's Report, self assessments levied upon all affected properties shall be subject to an annual escalation of up to 10%. If the annual assessment is increased in excess of the amount authorized under the Engineer's Report, then the assessment shall be considered a "new or increased" assessment. The proposed assessment for this year is not considered a "new or increased" assessment under the Engineer's Report. Total property assessments for this year are estimated at $121,200. If approved, the assessments shall he collected by the County of San Diego Auditor and Controller as part of the annual property tax \ procedures. The due date for the City Clerk to file the assessment with the County is August 10, 2007. Environmental Review CEQA is not applicable Financial Statement Total property assessments for fiscal year 2007-2008 are estimated at S121,200, which is $7,600 more than last year's assessment. Property assessments (fees) range from $412 to $8,110 depending on property street frontage and benefit. STAFF RECOMMENDATION City Council approve the resolution ATTACHMENTS I. Engineer's Report 2. Resolution L Resolution No. A-200 (9/80) RESOLUTION NO.2007 RESOLUTION OF THE CITY OF NATIONAL CITY APPROVING THE DIAGRAM AND ASSESSMENT ENGINEER'S REPORT, AND PROVIDING FOR THE LEVY AND COLLECTION OF SELF ASSESSMENTS FOR LANDSCAPE MAINTENANCE NO. 1 — MILE OF CARS (COMMUNITY BENEFIT DISTRICT) TO FUND ENHANCED MEDIAN AND FRONTAGE IMPROVEMENTS, INCLUDING LANDSCAPING AND IRRIGATION, PAINTED CROSSWALKS AND COLORED CONCRETE HARDSCAPE, AND ONGOING MAINTENANCE FOR GRAPHIC PANELS, BANNERS, SIGNAGE, AND STREET FURNITURE WHEREAS, the City Council, pursuant to the terms of the "Landscaping and Lighting Act of 1972", as set forth in Division 15, Part 2 of the California Streets and Highways Code (the "1972 Act") and Article XIID of the California Constitution ("Article XIID"), by previous resolution, has obtained an Assessment Engineer's Report ("Report") for the annual levy of self assessments within a special maintenance district designated as Landscape Maintenance District No. 1 - Mile of Cars ("Maintenance District"); and WHEREAS, the Report has been presented to the City Council as required by the 1972 Act and Article XIID, and as previously directed by resolution; and WHEREAS, the City Council has reviewed the Report, and is satisfied with each and all the items and documents as set forth therein, including the assessments, which are apportioned based on the special benefits received from the improvements to be maintained within the Maintenance District. NOW THEREFORE, BE IT RESOLVED by the City Council of the City of National City as follows: RECITALS Section 1. The above recitals are all true and correct. PROCEDURES Section 2. That the Report as presented consists of the following: A. Plans and specifications describing the general nature, location, and improvements to be maintained within the Maintenance District; B. An estimate of the cost of the maintenance of the improvements for the Maintenance District within the fiscal year; C. A site map of the Maintenance District, illustrating the boundaries and properties that shall be assessed; and D. Estimated costs of the maintenance of improvements, including the net amount upon all assessable lots within the Maintenance District in proportion to the special benefits received. Resolution 2007 -- July 17, 2007 Page 2 The City Council hereby finds that the procedures for the levy of property assessments have been undertaken pursuant to the 1972 Act and Article XIID, and that the assessments for Fiscal Year 2007-2008 have not increased based upon the authorized annual escalation, as specified in the Report. DETERMINATION AND CONFIRMATION Section 3. Based on the Report, herein included as Attachment 1, and the testimony and other evidence presented at the public hearing, the City council hereby makes the following findings pertaining to the assessments: A. The proportionate special benefit derived by each assessed lot has been established in relation to the full cost for the annual operations and maintenance of the Maintenance District; B. The assessments do not exceed the reasonable cost of the proportional special benefit upon each assessed lot; and C. Only the special benefits have been assessed. The self assessments for Fiscal Year 2007-2008 have been approved and levied upon the assessable lots within the Maintenance District in the amounts set forth in the Report. ORDERING OF MAINTENANCE Section 4. The City Council hereby orders that the maintenance work for the Maintenance District be completed, as set forth in the Report. FILING WITH CITY CLERK AND CITY ENGINEER Section 5. The assessment for the Maintenance District shall be filed in the office of the City Clerk, including a certified copy with the office of the City Engineer. Said assessments shall be available for public inspection. FILING WITH COUNTY AUDITOR Section 6. The City Clerk is hereby ordered to file a certified copy of the assessments with the County Auditor. Said filing shall be made no later than August 10, 2007. ENTRY UPON THE ASSESSMENT ROLL Section 7. After filing the assessments, the County Auditor shall enter into the County Assessment Roll the amount assessed upon each assessable lot, as set forth in the Report. COLLECTION AND PAYMENT Section 7. The assessments shall be collected at the same time and manner that the County taxes are collected, and all laws providing for the collection and enforcement of the County taxes shall also apply to the assessments for the Maintenance District. Resolution 2007 — July 17, 2007 Page 3 FISCAL YEAR Section 8. The assessments for the Maintenance District shall cover the fiscal year beginning on July 1, 2007, and ending on June 30, 2008. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Chairman ATTEST: Brad Raulston Secretary APPROVED AS TO FORM: George H. Eiser, III Legal Counsel TWELTH AMENDED ENGINEER'S REPORT LANDSCAPE MAINTENANCE DISTRICT NO. 1 (MILE OF CARS) City of National City, California (Pursuant to the Landscaping and Lighting Act of 1972) In 1995, the City Council of the City of National City, California, adopted a Resolution ordering the preparation and filing of an Engineer's "Report" pursuant to the provisions of the "Landscaping and Lighting Act of 1972", being Division 12, Part 2 of the Streets and Highways Code of the State of California, commencing with Section 22500 (the "Act"), for purposes of authorizing the levy of special assessments for certain maintenance. work in a special assessment district known and designated as Landscape Maintenance District No. 1 (Mile of Cars) (hereinafter referred to as the "District"). An Engineer's Report dated February 15, 1995, was prepared and submitted as ordered by the legislative body. Following the date of the Engineer's Report certain changes were made to the project. Such changes were described in the First Amended Engineer's Report dated August 1, 1996 and in the Second Amended Engineer's Report dated July 31, 1997. Since that time, the budget and assessment schedule have been reviewed, and an Amended Engineer's Report has been prepared each year. The most recent Engineer's report was the Eleventh Amended Engineer's Report dated July 12, 2006. Rased on an analysis of expenditures, adjustments are now necessary to the cost estimates and assessment schedule. This "Twelth Amended Engineer's Report", is prepared and submitted in four parts, consisting of the following: Part 1. Plans and Specifications. The plans and specifications describe the general nature, location and extent of the proposed improvements to he maintained and the maintenance to be performed. The plans and specifications are unchanged from the Eleventh Amended Engineer's Report. Part lI. Cost Estimate. The cost estiinate includes all costs relating to maintaining the improvements for the next fiscal year, including appropriate incidental expenses. Part III. Assessment Diagram. The Assessment Diagram indicates the exterior boundaries of the District, as well as setting forth each individual lot or parcel. Each parcel is identified by a distinctive number or letter and the lines and dimensions of each lot conform to those as shown on the Latest County Assessor's map. The Assessment Diagram is unchanged from the Eleventh Amended Engineer's Report. Part IV. Assessment Schedule. The assessment schedule sets forth the net amount to be assessed upon all parcels and lands within the District, describing each assessable lot or parcel by reference to a specific number, and assessing the net amount upon the lots in proportion to the benefits to be received by each lot or parcel as shown on the above -referenced diagram. All lots and parcels of land known as public property, as defined under Section 22663 of the Act, have been omitted and are exempt from any assessment under these proceedings. This report is applicable for the maintenance of improvements within the district for the fiscal year commencing July 1, 2007 and ending June 30.2008. Dated: June 7, 2007 Nasland Engineering Assessment Engineer City of National City State of ('alitornia PART I Plans and Specifications The plans and specifications for the works of improvements and the maintenance thereof are on file in the Office of the City Clerk, available for public inspection. The plans and specifications show the general nature, location and extent of the proposed improvements to be maintained and the maintenance to be performed. A general description of the works of improvement to be maintained under these proceedings are described as follows: 1. Median Improvements: • Landscape planting and irrigation • Colored concrete handscape • Lighting system • Graphic panels, banners and signage • Painted crosswalks • Identification sign at 23rd Street and McKinley Avenue. 2. Frontage Improvements • Improvements to parkways on both sides of National City Boulevard between 18th Street and 33rd Street. • Landscape planting and irrigation • Colored concrete sidewalks and mow curbs • Street furniture A general description of the maintenance to be performed on such improvements is described as follows: 1. Cicneral Plant Maintenance • Mowing, trimming, pruning and weeding • Watering, including water usage • Fertilizing • Plant replacement • Periodic skinning of palm trees 2. Maintenance of Irrigation System • Adjustment of timers • Repair/replacement of worn-out, stolen or malfunctioning equipment 3. Periodic restriping of decorative. crosswalks 4. Periodic repainting of metal benches and trash receptacles 5. Periodic repainting and repair of light poles, graphic panels, signage and other miscellaneous equipment 6. Maintenance of electrical system • Bulb replacement • Repair/replacement of worn out or malfunctioning equipment • Electrical energy charges 7. Litter removal 8. Trash pick-up 9. Other repairs of damage caused by vandalism and/or traffic accidents PART II Cost Estimate for FY 2007 - 2008 The estimated total costs for maintenance of the improvements are those as hereinafter set forth below. For details regarding the estimated cost of annual maintenance refer to the attached Exhibit Median Frontage Improvements Improvements Cost of Annual Maintenance $65,466.67 $53,333.33 Incidentals: A. Administration 300.t10 300.00 B. Advertising 200.00 200.00 C. Legal Fees 100.00 100.00 D. Engineering 700.00 500.00 Total IncidentaLs 1,300.00 1,100.00 Total Estimated Aimual Cost 66,766.67 54,433.33 Surplus or Deficit 00.00 00.00 NET ANNUAL ASSESSMENT $66,766.67 $54,433.33 PART III Assessment Diagram The Assessment Diagram sets forth (a) the exterior boundaries of the District and (b) the lines of each lot or parcel of land within the District. The Assessment Diagram further identifies each lot or parcel by a distinctive number or letter. For a detailed description of the lines and dimensions of any lot or parcel, reference is made to the County Assessor's Map applicable for the next fiscal year, which map shall govern for all details concerning the lines and dimensions of such lots or parcels. A copy of the Assessment Diagram is attached hereto, referenced and incorporated. PART IV Assessment Schedule I, an authorized representative of the duly appointed Assessment Engineer, by virtue of the power vested pursuant to the Act, and by order of the legislative body, hereby make the following assessment to cover the estimated costs and expenses for the maintenance within the District for the next fiscal year. Said costs and expenses are generally as follows: Median Frontage Improvements Improvements Cost of Annual Maintenance $65,466.67 $53,333.33 Incidental Expenses 1,300.00 1,100.00 Total Costs 66,766.67 54,433.33 Surplus/Deficit 0.00 0.00 Balance to Assessment 66,766.67 54,433.33 I do hereby assess and apportion the net amount of the costs and expenses upon the several parcels of land within the District Iiahle therefor and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from the maintenance work, and said parcels are hereinafter numbered and set forth to correspond with the numbers as they appear on the attached assessment Diagram and the County Assessment Roll. The Assessment Schedule refers to the County Assessor's Maps for a description of the lots or parcels, and said Maps shall govern for all details concerning the description of the lots or parcels. The net amount to he assessed upon the lands has been spread and apportioned in accordance with the benefits received from each parcel, and in my opinion, said costs and expenses have been apportioned in direct relationship to the benefits received from the improvements to be maintained. For a more specific statement as to the method and formula for the spread of the assessments, reference is made to the following list of annual assessments, and for particulars as to the formula for the allocation of the costs, reference is made to the Method and Formula of Assessment Spread attached hereto as Exhibit "A". The assessments are those as confirmed in Colurnn L unless a different figure appears in Colurnn II, as modified. I II Assesment Assessor's Parcel Amount of Assessment Number Number Assessment as Confirmed 1 560-210-01 $ 1,715.39 2 560-210-04 2,264.32 3 560-210-42 411.69 4 560-210-41 686.16 5 560-210-40 2,895.58 6 560-261-08 3,705.24 7 560-271-14 1,303.70 8 560-271-07 1,029.23 9 560-271-09 686.16 10 560-271-15 1,372.31 11 560-330-03 8,110.37 12 562-021-01 1,372.31 13 562-021-07 2,195.70 14 562-031-14 2,195.70 15 562-031-13 1.509.54 16 562-090-06 3,705.24 17 562-100-14 1,852.62 18 562-100-13 1,852.62 19 562-160-07 4,116.94 20 562-180-32 1,125.30 21 562-180-33 1,742.84 22 562-251-37 2,772.07 23 562-251-38 2,291.76 24 562-252-15 4,528.63 25 562-321-07 2,497.61 26 (Parcel owned by City) 0.00 27 562-330-42 1,042.96 28 562-330-35 3,417.06 29 562-220-32 4,309.06 30 562-220-31 2,127.08 31 562-220-13 3,156.32 32 562-220-11 752.13 33 562-150-13 2,868.13 34 562-340-09 4,116.94 35 562-340-48 5,983.28 36 562-340-47 2,250.59 37 562-340-70 4,116.94 38 562-340-69 3,979.71 39 562-340-50 4,116.94 40 562-340-49 3,993.43 41 560-393-04 6,587.10 42 560-393-03 1,921.24 43 560-204-02 1.921.24 44 560-204-04 2.607.39 45 560-203-03 3.993.43 46 562-330-43 0.00 Total $ 121.200.00 This Assessment has been prepared pursuant to the "Landscaping and Lighting Act of 1972". The net amount to be assessed upon the lands and parcels within the boundaries of the District has been spread and apportioned in accordance with the benefits received from the improvements, and in my opinion the costs and expenses have been assessed in direct relationship to the benefits received from the maintenance of the improvements. Dated: June 7, 2007 Nasland Engineering Assessment Engineer City of National City State of California A copy of said Assessment Roll and Engineer's Report was filed in the Office of the Secretary and the Superintendent of Streets on the day of , 2007. City Clerk City of National City State of California Superintendent of Streets of National City State of California Final approval, confirmation and levy of the annual assessment and all matters in the Engineer's Report was made on the day of 2007 by adoption of Resolution No. by the City Council. City Clerk City of National City State of California EXHIBIT "A" METHOD AND FORMULA OF ASSESSMENT SPREAD The law requires and the statutes provide that assessments, as levied pursuant to the provisions of the "Landscaping and Lighting Act of 1972", must be based on the benefit that the properties receive from the improvements to be maintained. The statute does not specify the method or formula that should he used in any special assessment district proceedings. The responsibility rests with the Assessment Engineer, who is appointed for the purpose of making an analysis of the facts and determining the correct apportionment of the assessment obligation. For these proceedings, the City has retained the services of Nasland Engineering. IDENTIFY THE BENEFIT First, it is necessary to identify the benefit that the improvements to be maintained will render to the properties within the boundaries of the District. The improvements significantly improve the visual appearance of the strectscape, making the Mile of Cars a more enjoyable and desirable location for customers. The special signage and lighting provide a unifying theme, benefiting all of the properties within the District. APPORTIONMENT OF COSTS In further making the analysis, it is necessary that the property owners receive a special and direct benefit distinguished from that of the general public. In this case, an in-depth analysis was made, and several factors are being used in the final method and spread and assessment. All of the improvements are intended to be of direct benefit to properties within the District. These improvements require significantly more maintenance: than normally provided by the City. It is therefore appropriate that the properties receiving the benefit be assessed for the additional cost. There are generally two categories of improvements to be maintained by the District. The median improvements benefit all properties within the District. The improvements to the parkway (referred to herein as Frontage Improvements) benefit those properties which they abut. The specific method of spreading the assessment is described below: 1. The total cost. for maintenance of the median improvements is apportioned to all parcels in the District based on the frontage of each parcel on National City Boulevard, except as noted below. 2. Parcel 26 (APN 562-321-08) is owned by the City of National City, not subject to assessment. 3. Parcel 32 (APN 562-220-11) has no frontage on National City Boulevard, but will benefit from the median improvements. This parcel is assessed for median improvements as if it had a frontage of 1(X) feet. 4. The total cost for maintenance of the Frontage Improvements is apportioned to all parcels in the District except Parcel 32 (APN 562-220- 1 1), based on the frontage of each such parcel on National City Boulevard. The frontage of each parcel is determined from current assessor's maps for the County of San Diego, State of California. All frontage dimensions have been rounded to the nearest foot. FUTURE ANNUAL ADJUSTMENT IN ASSESSMENT The annual assessment to be levied on all properties within the district in fiscal year 2008-2009 and thereafter shall he subject to an annual escalation of up to 10% based upon actual and anticipated expenditures. If the annual assessment in any fiscal year is proposed to be increased by an amount which would be in excess of the amount authorized pursuant to the application of the above formula, such annual assessment shall be considered a "new or increased assessment" as such term is used in Government Code Section 54954.6. In conclusion, it is my opinion that the assessments for the above -referenced District have been spread in direct accordance with the benefits that each parcel receives from the improvements to be maintained. Dated: June 7, 2007 Nasland Engineering Assessment Engineer City of National City State of California EXHIBIT "B" ESTIMATED COST OF ANNUAL MAINTENANCE FY 20117-2008 1. Lawn planting care 2. Median planting care 3. Palm tree maintenance 4. Water usage 5. Refurbishment of graphics panels 6. General maintenance of electrical system 7. Electrical usage 8. Miscellaneous Median Frontage Improvements Improvements 0.00 $ 31,933.33 $ 15,966.67 0.00 $ 5,700.(10 $ 5,700.00 $ 14,500.00 $ 14,500.00 $ 12,000.00 0.00 $ 6,500.00 0.00 $ 9,000.00 0.00 1,800.00 $ 1,200.00 TOTAL: $65,466.67 $53,333.33 E0 YJ 'NE a',CE CF ^.,E ; R C1 R'[ 0' IMF. CI-, a NA10F4- C.ry . CAY J' '996. „rr CE+R -TY Cr NA1106A: 0" STALE Cr 6ALFDRwA ?E=?'iJCD 6 1FE CFFiCE ❑rC Atl?EA11'!_40EH- tf STEC"S OF R15 C1lT CF NA nowt. O i'Y 7.5 __DAr cr.. . 1996. 0 I.TEI•CEhT OF S"REETS 2 Tr CF Na00NAL G"Y 529,E fF CAU'34414 ul a<5FS54ENT WAS lC4E] 9r ME U•v 20.9456 04 r•,r LCTS. f F.:'.!: 652 ARCC&S 'J LSNr 5MC'N'1 ON 2415 ASSESSUEfr S110 4SSE5S4EN1 HAS LEVER 04 ME DAY OF •996: SAID; A55695AIEA1 59*G6A4 AY0 "4E A;SESSo[v- R0L'. •ERE RECOFCCC 14 n1E (5110' CE 4E S•J'E4,NTE•.CEN1 Cr 51RFErs 0' 5A10 Cry ]Av 'F_ , 1996. It(FERENCE 15 MACE 0 ^IE ASSF SS4EY' n0..1 RECCRCE0 111 'NF :%TILE 0' 1NE St. RER'A TNCEAT 5 STFEE"S 55" 11F E%AC1 A40J4' OF EACY 4SSE55VE4' LE NEJ AGAINST EAr11 PARCEL rc LArn Sl•.'11'N CA TN15 ASSESSMENT d8Ot,Y CI'r -ER6 00Y 05 4Ar34.4L 2 T" STATE CE CAUr0,4 A tC,: ^ _Car C!___—. 199$, AT -NE 40L)R rl 3CL:A: _ 4 4 P'1Jt —Q 4AF5 Cr 15'E554E5F ANC C:; 1-VM,1.'IT T4CI'-1^E5 F15116C'S N 14E Cri l::r c, '11L C1;N(T NECCROER fY - C:.1r1"• C! $44 2'EGC, rAL ^AYIA 51615 DF SA4 DIE33 ST4.E C! CALF 3441A AMENDED ASSESSMENT DIAGRAM OF LANDSCAPE MAINTENANCE DISTRICT NO. 1 (MILE OF CARS) CITY OF NATIONAL all COUNTY OF SAN DIEGO STATE OF CALIFORNIA J 560-v10-,:I 125' �l 7 -. r5 211" NATIONAL 291' 560--233-03 145, CRY BOULEVARD SHttI 1 OF 3 SHEETS • e 560-26:-^5 2'0' 5AC_2'l�IL 95' 1 CI v I n i - DN^ 510-27.I-15 I. 50' 1C.:' 19C' 'MY 140' 66$-.1004--^4 44) 5651-204-52 560-233-03 A60 1 REVISED 8-1-96 REVISED 6-11-97 REVISED 6-19-02 REVISED 6-09-03 REVISED 5-26-04 a. 10A 2:9 E%IEFICF 9CLN3AR• l CT ] 51R1CT :w 4C: y )-r I'i~T RCN.IC•E ' E4:4 646CEL PAS-_; 4205 CURRENT CfI.ATY64$$r55 J? S 4AR^I >A .435 0449511 '0 ^IE NEAREST CDC, R.'EA IC. ASSE`51V:S PARCCI '/aFc FOR F°JPCR •" : 4E49'J15 601 SkorM, N.,SL1NIll ENGINEERING G ant !y :v6Vroc • f:1weT1Rc UIIO ruuMvt I:IC Ilallnrr J'Jn•r, S•n IXr[•. NI.I • 9.-iX-I'r0 NOTE OFT 'L SHEET sr, Ix 26' NE. ' No. 105-148 II I L AMENDED ASSESSMENT DIAGRAM OF LANDSCAPE MAINTENANCE DISTRICT NO. 1 (MILE OF CARS) CITY OF NATIONAL CITY COUNTY OF SAN DIEGO STATE OF CALIFORNIA 0 560-33C-03 NATIONAL CfTY BOULEVARD 291' 562-3 -49 300 S52-140-50 39 i� lu :62-021-0I 100 562-02'-0` ' 60' 290 562-340-69 562 531-14 160' 3CC ,62-340-20 137 562-03'-13 110 TRANSPORTATION AVENUE 562-5990-06 SHEET 2 OF 3 SHEETS 11 I� r I559-195- , 270' I N 135 I 562-100-1! NATIONAL CITY BOULEVAP..D '35 164 ,35' 512-3,0-47 562-340-46 1351 2 E5T«.06 eC'.'C,mr -, Cr 0619'CI REVISED 8-1-96 REVISED 6-11-97 REVISED 6-19-02 REVISED 6-09-03 REVISED 5-26-04 :39RENT cow:, v (AR€S- 0007 $ NAP$ 06 51.5.S PA6EON -J S.E YE PRCtE EO 0 C PE50 '0 5 SESSCP P AaCFL N6P$ FOR PPCPEPTf CI4 E,50V5 ',Mt YIC ,I. NALAND ENGINEERING 041 hRnn 411941 6.w Ogg,. C, ,.I. .2I I' . Si. 2U-nfp NOTE ORIGINAL SHEET SIZE 18' x 26* N.E. JOB No. 105-148 AMENDED ASSESSMENT DIAGRAM OF LANDSCAPE MAINTENANCE DISTRICT NO. 1 (MILE OF CARS) CITY OF NATIONAL CffY COUNTY OF SAN DIEGO STATE OF CALIFORNIA 1 562-160-0• 33) 3)3 562-34C-09 562-'80-:9 1(i0 I 11 I562-180-5! I 562-251-2' 51' '.2" / � 3C2' 231 562-251-36 1E7' NATIONAL CRY BOUL.EVAFC :5; 2,9 562-252-15 33[• 582-321-0' 5C: - '59-•3 . 562-220-13 T TRANSPORTATION AVENUE L 32 IS` 562-220.-31 I 1 314 562- 2:0 -32 /-Ei1E4130 000I.c 69" 2r C15)RICT / ro '82 `el 562-321-08 ;VI 2" ~ %5 562.-33C-35 lei UI Cfl' CE .S 060PAR1'S OaeEC LG[,9 :!RRE'4i O 11-Z" NEAREST S ut PE ER 9 SS DA1,9 REOV r0 0 5 I.E AROR f:YJ 0 PETER ASSES w1. PARCEL VMS F'YV P90�ER'Y 0•uE'+5'045 VO' S1.Ow1. O :O `• 1 SHEET 3 OF 3 SHEETS 2-330 -a 3 / r REVISED 8-1-96 REVISED 6-11-97 REVISED 6-19-02 REVISED 6-09-03 REVISED 5-26-04 NASLA","P I NGINFEFING / ('I\ [NLIMLl3186 • sully,.we • MOD f:/86,00 .lw 0.15:.. Tarl !.t 0.{+ f.tl(urry., 0t1II • 919-M= n] NOTE OR"rNAL SHEET S x26' N.E. JOB No. 105-148 City of National City, California COUNCIL AGENDA STATEMENT 16 MEETING DATE July 17, 2007 AGENDA ITEM NO. (- M TITLE Resolution adopting the report required by Health and Safety Code Section 5473, Et Seq. pertaining to the collection of sewer charges on the tax roll, directing the City Clerk to file said report with the San Diego County Auditor, and directing the Finance Director to certify with the San Diego County Auditor the "Sewer Service Charge Fund". PREPARED BY _ DEPARTMENT EXPLANATION Smith Ext. 4587) See Attached Explanation Public Works Environmental Review J N/A Financial Statement N/A Approved By: Finance Director Account No. STAFF RECOMMENDATION Adopt resolution BOARD / COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. 1. Proposed resolution 2. Report is on file in the Office of the City Clerk l Explanation: Pursuant to Ordinance No. 2003-2225, the City Council adopted a three-year sewer service fee rate adjustment schedule commensurate with projected Regional wastewater treatment cost increases and elected to have sewer service charges collected on the tax roll, as authorized by California Health and Safety Code Section 5473 et seq. California Health and Safety Code Section 5473 requires a written report to be prepared each year and filed with the City Clerk, which should contain a description of each parcel of real property receiving sewer services, and the amount of the charges for each parcel for the year. Califomia Health and Safety Code Section 5473.4 provides that on or before August 10 of each year, the City Clerk shall file with the County Auditor a copy of the report prepared pursuant to Section 5473 with a statement endorsed on the report over his signature that the report has been adopted by the City Council, and the Auditor shall enter the amounts of the charges against the respective lots or parcels of land as they appear on the current assessment roll. By approving the proposed resolution, the City Council, would for FY2007-2008, adopt the report required by California Health and Safety Code Section 5473, direct the report to be kept on file in the Office of the City Clerk, and direct the City Clerk to file a copy of the report with the County Auditor. The City of National City sewer service fees are monthly flat rates, based on water consumption for domestic users. For commercial and industrial users, the monthly charges are variable and based on water consumption and on the strength of the sewage they generate (low, medium or high). The table below summarizes the three-year rate plan adopted by the City in 2003. National City Sewer Service Rates for FY 2004, 2005, and 2006 Residential Flat Rates (per month Single Family Residence Multi -Family Residence Mobile Homes Commercial Variable Rates Suspended Solids/BOD Strength Category Commercial - Low Commercial - Medium Low Commercial - Medium Commercial - Medium High Commercial - High (per HCF1 Suspended Solids/BOD Strength Range <200 PPM 201 to 280 PPM 281 to 420 PPM 421 to 660 PPM > 600 PPM FY 2004 FY 2005 FY 2006 Monthly Monthly Monthly $ 22.08 $ $ 19.00 $ $ 13.50 $ $ 2.85 $ $ 3.09 $ $ 3.84 $ $ 4.60 $ $ 5.75 $ 28.08 $ 32.08 23.00 $ 25.00 17.50 $ 19.50 2.89 $ 3.03 3.13 $ 3.28 3.90 $ 4.09 4.68 $ 4.90 5.86 $ 6.12 It should be noted the City of National City sewer service fee have not increased since FY06 and is 10% below the Regional average fee charge for this service. The table below is an illustration of the fees charged by the major METRO Agency members. Monthly Rates are based on single family residence charged for 10 HCF (Hundred Cubic Feet). Padre Dam MWD San Diego La Mesa 2007 01/01/07 05/01/07 07/01/06 07/01/04 07/01/06 07/01/06 07/01/06 2008 IAverage Maximum Minimum $ 34.64 $ 69.85 $ 18.00 $ 35.45 $ 71.15 $ 18.00 The cost of wastewater collection, transportation and treatment has increased dramatically over the years. The sewer service rate plan adopted by the City Council in 2003 provided sufficient revenues to cover these costs and those of the NPDES permit compliance activities necessary to eliminate the amount of urban run-off pollution that enters our storm drain system. Currently, the METRO Wastewater Joint Power Authority, the Agency that operates, maintains and administers the regional facilities that transport, treat and dispose of the area's effluent is working on a comprehensive cost allocation study, which may substantially increase the rates paid by its member Agencies. The City of National City, as a member Agency and interested party, is actively working with METRO staff to assure the increase, if any, is justifiable and fair to all member Agencies. Staff will keep you informed regarding this potentially significant issue as the study progresses. RESOLUTION NO. 2007 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ADOPTING THE REPORT REQUIRED BY CALIFORNIA HEALTH AND SAFETY CODE SECTION 5473, ET SEQ. PERTAINING TO COLLECTION OF SEWER SERVICE CHARGES ON THE TAX ROLL, DIRECTING THE CITY CLERK TO FILE SAID REPORT WITH THE SAN DIEGO COUNTY AUDITOR, AND DIRECTING THE FINANCE DIRECTOR TO CERTIFY WITH THE SAN DIEGO COUNTY AUDITOR THE "SEWER SERVICE CHARGE FUND" WHEREAS, pursuant to Ordinance No. 2003-2225, the City Council adopted a three-year sewer service fee rate adjustment schedule commensurate with projected regional wastewater treatment cost increases, and elected to have sewer service charges collected on the tax roll, as authorized by California Health and Safety Code Section 5473 et seq.; and WHEREAS, California Health and Safety Code Section 5473 requires a report to be prepared each year and filed with the City Clerk, which report shall contain a description of each parcel of real property receiving sewer service and the amount of the sewer service charges for each parcel for the year; and WHEREAS, Califomia Health and Safety Code Section 5473.4 provides that on or before August 10 of each year, the City Clerk shall file with the Auditor a copy of the report prepared pursuant to Section 5473 with a statement endorsed on the report over his signature that the report has been adopted by the City Council, and the Auditor shall enter the amounts of the charges against therespective lots or parcels of land as they appear on the current assessment roll. NOW, THEREFORE, BE IT RESOLVED that for FY 2007-2008 the City Council of the City of National City hereby adopts the Report required by California Health and Safety Code Section 5473, et seq., directs that said report be kept on file in the office of the City Clerk, and directs the City Clerk to file with the San Diego County Auditor a copy of the Report, with a statement that the Report has been adopted by the City Council. BE IT FURTHER RESOLVED that the Finance Director is hereby directed to certify with the San Diego County Auditor the establishment of Fund No. 6065-5, which shall be described as "Sewer Service Charge", and that said fund is hereby approved. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Mayor ATTEST: APPROVED AS TO FORM: Michael R. Della, City Clerk George H. Eiser, III, City Attorney City of National City, California COUNCIL AGENDA STATEMENT CETING DATES 7-17-07 AGENDA ITEM NO. 17 ITEM TITLE Resolution of the City Council of the City of National City Approving the Memorandum of Understanding (MOU) between the City and the National City Municipal Employees' Association. PREPARED BY Stacey Stevenson (336-4308) Director of Human Resources DEPARTMENT Human Resources EXPLANATION The labor agreement between the City of National City and the National City Municipal Employees' Association (NCMEA) expired December 31, 2006. NCMEA represents the City's clerical/fiscal, engineering/planning/inspection, library/community service, police support, park maintenance and public works positions. Since November, 2006, City representatives and NCMEA representatives have been meeting and conferring in good faith for the purpose of negotiating a new agreement. On May 15, 2007, City representatives and NCMEA reached a tentative three year agreement, retroactive to January 1, 2007. Pending ratification by the City Council, the 126 employees represented by NCMEA shall receive both economic and non -economic enhancements. Most significantly, said represented employees shall receive a one-time incentive bonus of $2300 in year one, a cost of leaving adjustment of three percent (3%) in year two and a four percent (4%) increase in base salary in year three. The previous one year agreement provided for a one-time retention incentive of $2000 in lieu of a salary increase. In concession, NCMEA employees agree to make a one percent (1 %) contribution to their individual retirement accounts commencing January I, 2008 and an additional one percent (1%) commencing January 1, 2009. Other changes include increases in bilingual pay, the addition of shift differential pay and dispatcher trainer assignment pay. Environmental Review ./ N/A Financial Statement Fiscal year Cost Fy 07/08 S433,980 Fy 08/09 $263,791 Monies for this purpose are available in Account No. 001-2501 Undesignated Fund Balance. Account No. 001-2501 STAFF RECOMMENDATION Approval of resolution. BOARD / COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. 1. Resolution 2. Proposed Memorandum of Understanding RESOLUTION NO. 2007 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY APPROVING A MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF NATIONAL CITY AND THE NATIONAL CITY MUNICIPAL EMPLOYEES' ASSOCIATION WHEREAS, the City has met and conferred with representatives of the National City Municipal Employees' Association; and WHEREAS, said meet and confer was conducted pursuant to California Government Code Section 3500, et. seq. NOW, THEREFORE, BE IT RESOLVED as follows: Section 1. The City Manager is hereby authorized to enter into a Memorandum of Understanding (MOU) between the City of National City and the National City Municipal Employees' Association for the period January 1, 2007 through June 30, 2009. Section 2. The City Manager is hereby directed to reflect the compensation plan as set forth in the subject MOU in the final budget for Fiscal Years 2006/07, 2007/08 and 2008/09. Said Memorandum of Understanding shall be on file in the Office of the City Clerk and reference is made thereto for all particulars contained therein. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Mayor ATTEST: Michael R. Della, City Clerk APPROVED AS TO FORM: George H. Eiser, III City Attorney CITY OF NATIONAL CITY MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF NATIONAL CITY CALIFORNIA AND NATIONAL CITY MUNICIPAL EMPLOYEES' ASSOCIATION January 1, 2007 - December 31, 2009 NCMEA MOU 2007-2009 223419.2 NA04O002 MEMORANDUM OF UNDERSTANDING CONCERNING WAGES AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT BETWEEN THE CITY OF NATIONAL CITY AND THE NATIONAL CITY MUNICIPAL EMPLOYEES' ASSOCIATION FOR THE FOLLOWING PERIOD OF TIME: January 1, 2007 - December 31, 2009 The representatives of the City Manager of the City of National City, for and on behalf of the City Council of the City of National City, have met and conferred with the representatives of the National City Municipal Employees' Association, an organization representing employees of the City of National City, in accordance with the provisions of Section 3500 et. Seq., of the Government Code of the State of California, and; As a result of meeting and conferring in good faith with said Group, agreement has been reached on the following terms and conditions of employment as applied to those employees who are members of and represented by the Association; and the Memorandum of Understanding concerning said agreed terms and conditions of employment has been approved by the City Council of the City of National City on For"the'CITY: CH City RIS �• � i1i. 4 v A STEVEN M.BE ER jif or 0 EN N )ur Director UDIA Sr. Assistant - Attorney DATE NCMEA MOU 2007-2009 the NCMEA: J '• ." 0 C ief Local LADE BALFO ADAM Vice Neg. ,� g/7 lif ( / id NDA sidept NC ning GISH A Representative MARY GAFFNE MEA Representative .1' /I►L` MO ARIAS MEA R - . resentative MEA Repr CE V en� ROBERT DREW MEA Representative R n.. ON FRA • •ORE President, SEIU4 HAEL O'CO 0 site Organizer, SEIU Local 221 223419.2 NA040-002 ARACELI COVARRtTB , MEA REPRESENTATIVE TABLE OF CONTENTS ARTICLE TITLE PAGE Article 1 Implementation 1 Article 2 Holidays 2 Article 3 Leave Eligibility & Procedure 5 Article 4 Annual Vacation Leave 7 Article 5 Military Leave 9 Article 6 Family Care & Medical Leave 10 Article 7 Court Leave 11 Article 8 Sick Leave With Pay 12 Article 9 Transfer of Leave Credits 17 Article 10 The Compensation Plan 18 Article 11 Overtime 20 Article 12 Education Reimbursement, Employee Lounge Upgrade, Transportation 23 Article 13 Service Recognition Pay 25 Article 14 Health & Dental Insurance 26 Article 15 Health & Safety Related Programs 28 Article 16 Employee Life Insurance 29 Article 17 Short Term/Long Term Disability Insurance 30 Article 18 Public Employees' Retirement -System— — - — 31 Article 19 Provisions of Law 32 Article 20 Employee & Association Rights 33 Article 21 Wage & Salary Schedule 35 Article 22 Uniforms 38 Article 23 Equipment Allowance 39 Article 24 Work Day, Work Week, Pay Period and Pay Day 40 Article 25 Pay Differentials 42 Article 26 Grievance Procedures ,.. 43 Article 27 Management Rights 47 Article 28 Obligation To Support 48 Article 29 Agreement, Modification, Waiver 49 Article 30 Duration of Memorandum of Understanding 50 Article 31 Definitions 51 NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 1 IMPLEMENTATION Section 1 It is agreed that this Memorandum shall not be binding upon the parties either in whole or in part unless and until: (A) The NCMEA has approved and adopted this MOU. (B) The City Council acts, by majority vote, formally to approve and adopt this MOU. 1. The City Council shall upon approval and adoption of said MOU act to appropriate the necessary funds required to implement the provisions of this MOU that require funding. 2. The City Council shall act in a timely manner to make the necessary changes in ordinances, resolutions, rules, policies and procedures to implement and conform to this agreement. Section 2 Representation The City of National City formally recognizes the National City Municipal Employees' Association (NCMEA) as the exclusive representative of all employees in affiliation with SEIU, Local 221 in the classifications listed under Article 21 - Wages and Salary Schedule. Section 3 Eligibility The wages, benefits and conditions of employment provided in this MOU are applicable to all regular and part-time career employees as defined by Civil Service Rule 1V, Section 407.1 A.(1) and (2) and assigned by the City to the MEA unit. Employees hired on Temporary Full -Time or Part -Time, Intern or On -Call basis are not represented by this unit. Benefits for Part -Time Career employees will be prorated. Career/Limited Term employees in classifications assigned to the NCMEA Bargaining Unit may be eligible for the benefits provided herein only when the grant or program provides adequate funding for same. However, the City agrees to request that adequate funding for benefits be provided. -1- NCMEA MOU 2007-2009 2234192 NA040-002 ARTICLE 2 HOLIDAYS Section 1 Eligible employees in this bargaining unit are entitled, without Toss of pay, to the holidays listed below: (A) The following days shall be fixed holidays with pay: 1. New Year's Day - January 1st 2. Martin Luther King - 3`d Monday in January 3. Cesar Chavez Birthday - March 31 st 4. Memorial Day - Last Monday in May 5. Independence Day - July 4th 6. Labor Day - 1st Monday in September 7. Thanksgiving Day - 4th Thursday in November 8. Day after Thanksgiving 9. Christmas Eve - December 24th 10. Christmas Day - December 25th (B) In addition to the fixed holidays above, the following four (4) days will be credited as "Floating Holidays": 1. Lincoln's Birthday - February 12th 2. Washington's Birthday - 3rd Monday in February 3. Columbus Day - 2nd Monday in October 4. Veterans' Day - November 11th Section 2 The floating holidays shall be used by the employee in minimum increments of fifteen (15) minutes at the employee's discretion subject to the approval of the department head or his/her designee as a holiday and shall be used within the fiscal year earned. Reasons for denial to observe a holiday on the date requested by the employee shall be in writing and can only be related in the judgment of the department head to the efficient functioning of the department. If the department head certifies in writing to the Finance Director that it was not possible to grant the time off during the fiscal year due to unforeseen or extreme workload problems, then unused holiday credits will be added to the employee's vacation accumulation. -2- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 2 - Holidays Page 3 Floating holidays may be used earlier in the fiscal year than their occurrence. New employees shall not receive credit for holidays which occurred prior to their starting date. Separating employees who have received paid time off for holidays which have not occurred as of the date of their separation are required to repay the City for such floating holidays for which they have been paid. Only non -probationary employees and employees separating in good standing shall be paid for accrued and not taken holiday time. Section 3 Appointed And Religious Holidays With City Council approval, every day appointed by the President of the United States or by the Governor of California for a public fast, thanksgiving or holiday, with the exception of Good Friday, shall be honored as an additional holiday. Employees may request time off to attend religious services or other religious activities on Good Friday or on the recognized religious holidays during the year; such time off shall be charged to the employees annually accumulated leave or compensating time off. If the employee has no accumulated annual leave or compensating time off, such time off shall be without pay. Section 4 Holidays Occurring On Normal Work Day, During Sick Leave Or Annual Leave Or On A Weekend In the event an employee is required to work on a fixed holiday and which holiday falls on the employee's regular day off, the employee shall be paid at the time and a half rate for hours worked on the holiday and shall also receive the same number of hours worked as hours of floating holiday time. If the holiday falls on the employee's regular day off and the employee is not required to work, such employee shall be granted a floating holiday. When an employee is absent on annual leave, sick leave or compensating time off, a fixed holiday immediately preceding, immediately following or wholly within such leave period shall be recorded as a holiday and not as a day of leave. If a fixed holiday occurs on the first day, usually a Saturday, of an employee's regularly scheduled days off, the preceding working day will be observed as the holiday. If the holiday occurs on any other day, usually a Sunday, of an employee's regularly scheduled days off, the following working day will be observed as the holiday. Should the City shift the observed holiday to a day other than the actual holiday, City employees working schedules outside of the standard Monday through Friday will continue to observe the actual holiday and be compensated according to time worked on the actual holiday as outlined below. Employees in this situation will be notified of the appropriate time card notations in advance of the holiday. In the event that an employee is required to work on a fixed holiday as part of his/her normal work schedule, the employee shall receive premium pay (time and one half) for hours worked or receive straight time and an equal number of hours of floating time as hours worked at the employee's option. NCMEA MOU 2007-2009 223419.2 NA040-002 Article 2 - Holidays Page 4 Only employees who work a majority (over half) of their scheduled hours between 12:00 a.m. and 11:59 p.m. on the observed fixed holiday are eligible for this benefit. Exception: For the fixed holidays of Christmas Day, New Year's Day, day of July 4th, and Thanksgiving Day, employees shall receive 8 hours paid holiday time at straight time plus 1.5 time the hours actually worked with a minimum of two (2) hours of pay. Section 5 Christmas Week Closing During the days of December 26, through December 30, 2005 City facilities will close, except for Emergency Services including Police and Fire, and non -essential employees will not work and will use any paid leave, except sick leave, for those days off which are not already covered by paid holidays. The Library will be closed from 12/24/05 through 1/1/06. Unanticipated schedule and holiday pay issues related to this holiday closure will be addressed in advance of the holiday in a meet and confer setting. NCMEA MOU 2007-2009 223419.2 1,1A040• 002 ARTICLE 3 LEAVE ELIGIBILITY AND PROCEDURE Section 1 Leave Categories Consistent with the provisions of these articles, employees in the competitive service shall be entitled to holidays and annual vacation and shall be allowed sick, injury, emergency and special leaves of absence. Career part-time employees in competitive service working twenty (20) hours or more per week, shall be entitled to all holidays, annual vacation, sick or emergency leave and special leaves of absence as granted to full-time employees on a pro rata basis within the same number of pay periods. Section 2 Requests For Leave All requests for leaves of absence, whether with or without pay, shall be submitted in writing on prescribed forms, and except as provided in the case of compulsory leave, court leave and special meetings, must meet the approval of the department head. Section 3 Leave Approval Except in the case of sick or emergency leave, the scheduling of leaves is subject to the approval of the department head or his/her designee. It is the obligation of the employee to request in writing prior approval for all other leaves. Under unusual circumstances, the department head has the discretion to waive the requirement for prior approval. The department head shall respond to a request for leave within ten (10) days. Approvals may be rescinded by the department director in time of emergencies suchas flood, earthquake, fire, civil disturbance, maintenance of skeleton staffing level, and other similar situations. Leave will not be denied unless the department demonstrates that it cannot function without the individual who is requesting a leave. Section 4 Leave Of Absence - Commencement and Termination Each leave of absence shall be granted for a specific period of time and a specific cause, and if such cause shall cease to exist prior to the expiration of the period for which the leave is granted, such leave shall thereafter be invalid. -5- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 3 - Leave Eligibility and Procedure Page 6 Section 5 Leave Of Absence - Failure To Report Leaves of absence shall be indicated on the payroll time sheets submitted to the Director of Finance for checking and certification. Failure of an employee to report at the expiration of leave shall separate the employee from City service and shall be considered, in effect, a resignation; provided, however, the City may cancel such separation if circumstances warrant such cancellation (as determined by the City Manager or his designee). Section 6 Benefits During Leave Without Regular Pay All accrual of leaves, City contributions and benefits will be suspended at the end of 45 calendar days after the leave of absence begins, except as provided in this MOU and applicable law. This includes leaves without pay, suspensions, injury leave and military leave. All accounts, contributions and benefits will resume upon return from leave. NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 4 ANNUAL VACATION LEAVE Section 1 All eligible employees shall be entitled to annual vacation leave with pay. Section 2 Accrual Rates All accrual rates are calculated on the basis of biweekly pay periods. AD forty (40) hour per week employees shall be govemed by the following vacation accrual rates: 1 through 5 year's service 3.08 hours per pay period 6 through 10 year's service 4.62 hours per pay period 11 through 12 year's service 4.94 hours per pay period 13 through 14 year's service 5.23 hours per pay .eriod 15+ year's service 6.15 hours per pay period New employees will receive, during their initial probationary period, five (5) days (totaling 40 hours) of accrued vacation at completion of nine (9) months of employment and five (5) days (40 totaling hours) of accrued vacation at completion of the probation period. Accrual will then continue at the rates above. Section 3 Scheduling of Vacation Vacation schedules shall be arranged by the department head with particular regard to the needs of the City and, as far as possible, with the wishes of the employee. 1. Eligibility for vacation pay shall be verified by the Finance Officer, who will pay only for that time which has accrued. If the requirements of the employee's services are such that the employee cannot take part or all of his/her annual vacation in a particular calendar year, such vacation shall be taken during the following calendar year. 3. An eligible employee may take earned vacation in any increment of fifteen (15) minutes or more with the consent of the department head and the approval of the City Manager. -7- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 4 - Annual Vacation Leave Page 8 Section 4 Maximum Vacation Accumulation An employee may accumulate vacation to a maximum of 2.5 times the yearly earned vacation time. Vacation leave is credited as earned and the amount of vacation leave accumulated shall not exceed the maximum and accrual shall stop whenever the employee is at the maximum. Section 5 Holidays Falling Within Vacation Period Except in the case of terminal vacation leave, paid holidays immediately proceeding, immediately following or wholly within the vacation period shall not be regarded as part of the vacation. Section 6 Terminal Vacation Pay Upon termination from City service, an employee shall be entitled to pay in lieu for the number of accumulated vacation hours credited to the employee's account to a maximum of 2.5 times their annual accrual under the provisions of this section. All vacation granted upon completion of an .employee's last day of work shall be a lump sumpayment termed "terminal vacation pay" at the employee's current rate of pay. Section 7 Vacation Sell -Back All MEA members on a career basis using a minimum of 60 vacation hours during the eligibility period (reduced to 50 vacation hours in the first full pay period after ratification of this MOU by the City Council), and having at least 80 hours "on the books" before and after the request, may convert a minimum of twenty (20) hours and a maximum of eighty (80) hours of their accumulated vacation time payable in December of each year. Employees must submit a written request to the Human Resources Department to convert vacation hours to pay prior to December first of each year in order to be eligible. The eligibility period is defined as the start of the pay period which corresponds to the first payday in December and the previous twenty- five pay periods. City shall issue checks to employees separate from their regular paychecks for purposes of vacation sell back, and attempt to process these requests prior to the Holiday break. NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 5 MILITARY LEAVE In addition to the leaves of absence provided in this article, City officers or employees who are also members of the armed services or militia or organized reserves of this State or Nation, shall be entitled to the leaves of absence and the employment rights and privileges provided by the Military and Veterans' Code of the State of California. 1. The term "Military Service" as used herein shall signify service on active duty with any branch of service above mentioned as well as training or education under the supervision of the United States preliminary to induction into the military service. 2. The terms "active service" or "active duty" shall include the period during which such officer or employee while in military service is absent from duty on account of sickness, wounds, leave or other lawful cause. 3. No employee serving under a permanent appointment in the Classified Service shall be subjected by any person directly or indirectly by reason of his/her absence on military leave to any loss or diminution of vacation, holiday, insurance, pension, retirement or other privilege or benefit now offered or conferred by law, or be prejudiced by reason of such leave with reference to promotion, continuance in office or employment, re -appointment or re- employment. 4. When military leave is granted to an employee in the Classified Service pursuant to this section, the position held by such employee shall be filled temporarily only during the employee's absence, except in the event of the employee's death while on leave, and said employee shall be entitled to be restored to such position, or to a position of like seniority, status and pay upon, retum from such leave, provided employee is still mentally and physically qualified to perform the duties of such position and provided said employee makes application for re- employment within ninety (90) days after being relieved from such military service. 5. During absence on military leave any employee in the Classified Service who has been employed continuously by the City for a period of not less than one (1) year prior to the date upon which such absence begins, shall receive his/her regular salary for a period not to exceed thirty (30) calendar days in any one fiscal year. All services of said employee in the recognized military service shall be counted as employment with the City. After 30 consecutive days of paid military leave, the City will supplement an employee's military pay for a period of 6 months. This supplemental amount will be the difference between the employee's normal pay and their military pay. In addition, the City will provide existing levels of health care benefits during the supplemental 6-month period. At the discretion of the City Council, supplemental paid military leave may be extended beyond the 6-month period. -9- NCMEA MOIL 2007-2009 223419 2 NA040-002 ARTICLE 6 FAMILY CARE AND MEDICAL LEAVE REFER TO CITY POLICY ON FAMILY AND MEDICAL LEAVE. SAID POLICY IS ON FILE IN THE OFFICE OF THE PERSONNEL DIRECTOR, AND IS INCORPORATED IN THE MOU BY REFERENCE. -10- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 7 COURT LEAVE An employee who is required by court order to serve as a juror or as a witness who is not a party to a court action, shall be granted leave for such purpose upon presentation of proof of the period of said employee's required attendance to the department head and the Finance Officer. The employee shall receive full pay for the time he/she serves on court duty. Request for such leave shall be made upon the request for leave of absence forms. Police Services Officers, Crime Scene Specialists, Fire Inspectors and Police Dispatchers shall get a minimum of three (3) hours pay, at a rate of time and one half, for each court appearance required by their work responsibilities on regularly scheduled time off. If the employee travels directly between the court and his/her residence, then the employee shall be paid for 1/2 hour maximum. If the employee reports to the Police Station, he/she is not entitled to travel time between the station and home; he/she would be entitled, however, to compensation for parking fees and travel time between the station and the court. The City encourages the use of public transportation to avoid incurring parking fees. NCMEA MOU 2007-2009 -11- 223419.2 NA040-002 ARTICLE 8 SICK LEAVE WITH PAY The intent of this article is to provide a continuity of full salary to those eligible employees who are unable because of illness or injury to perform the duties of their positions who would expose fellow workers or the public to contagious disease and are thereby forced to be absent from employment, and to provide necessary time off from work for required medical and dental care, subject to administrative regulations designed to prevent malingering or abuse of these privileges. Section 1 Sick Leave Definition Sick leave is the necessary absence from duty of an employee because of: (A) Illness, injury or exposure to a contagious disease suffered by an employee. (B) The serious disability of the employee while on a scheduled vacation. (C) The absence of an employee for authorized medical or dental care. Section 2 Sick Leave Accumulation (A) Each regular full-time career or probationary employee in this bargaining unit, shall be entitled to accumulate sick leave at a rate of 3.69 hours per biweekly pay period. Earnings for partial pay periods shall be granted on a pro rata basis. Permanent part- time employees in the competitive service are entitled to accumulate sick leave at a rate consistent with the provisions of Article 3, Section 1. (B) Accumulated Sick Leave: Each career or probationary employee in this bargaining unit shall be eligible to accumulate sick leave up to a maximum of 360 hours, (herein called "accumulated sick leave"). Sick leave accrual will be credited on the last of each pay period up to the 360 hour maximum limitation. (C) Frozen Sick Leave Balance: Employees hired on or before June 30, 1979 and who have an existing sick leave balance on June 30, 1979 were "frozen" at their June 30, 1979 sick leave balance levels on July 1, 1979. (Herein called "frozen sick leave balance"). -12- NCMEA MOU 2007-2009 223419 2 NA040-002 Article 8 - Sick Leave With Pay Page 13 Section 3 Sick Leave Usage (A) Employees shall first utilize accumulated sick leave pursuant to Section 1 herein. Frozen sick leave balance will only be authorized for use after accumulative sick leave credits are exhausted for those employees who have a frozen sick leave balance pursuant to Section 2(C) herein. (B) Upon reaching the maximum accumulated sick leave (360 hours), accrual will stop; sick leave accrual will begin after the employee's balance falls below 360 hours. Accrual will occur on the last day of the pay period in which the employee's balance falls below the 360 hour level. Said accrual will occur at the established rate as defined in Section 2(A). Section 4 Limitation On Time Chargeable To Sick Leave (A) No Person shall be entitled to sick leave with pay while absent from duty on account of any of the following causes: Sickness sustained while on leave of absence other than his/her regular vacation. 2. No paid sick leave shall be granted in excess of the employee's sick leave credit. (B) Absence that is chargeable to sick leave in accordance with this article, shall be charged in the amount not smaller than fifteen (15) minutes. Section 5 Sick Leave Compensation (A) In order to receive compensation while on sick leave, the employee shall notify: 1. The immediate supervisors, or; 2. The department head, or; 3. In the event of the unavailability of either, the senior department representative available. (B) Notification shall be made prior to or not later than the beginning of the work day/shift in the employee's respective department. Compensation is contingent upon approval from the appropriate department director. NCMEA MOU 2007-2009 223419.2 NA040-002 Article 8 - Sick Leave With Pay Page 14 (C) The department head may waive the above requirements, if in his/her opinion, an emergency or other exceptional circumstance so warrants. Computation of sick leave shall not include regular days off or holidays, provided these are not in conflict with the established schedule within each department. Section 6 Physician's Statement Required (A) When absences for more than three (3) consecutive working days or when abuse of the sick leave benefit is suspected, the department head may require the employee to furnish a certificate or statement from a regular licensed and practicing physician, at the employee's own expense, whose license will be honored by the County Health Officer, indicating the nature and duration of the employee's incapacity or other adequate evidence if the employee was not examined by a physician. The appointing authority may require evidence of incapacity in cases of short periods of absence and may require a medical examination when an employee retums to work with indications of continuing illness or disability. (B) The department head is responsible for sick leave verifications. This responsibility may be implemented by any reasonable method deemed necessary by the department head. Sick leave with pay is subject to verification of the employee's eligibility by the Finance Officer. Section 7 Separation From City Service All eligibility from sick leave with pay shall be canceled upon separation of the employee from the City service, provided that, if such separation is by lay-off, his/her accumulated eligibility shall be restored to him/her in whole upon re-employment within 24 months. Section 8 Illness During Vacation Leave An employee who becomes incapacitated for work due to his/her illness or injury for more than three (3) consecutive calendar days while on paid vacation, may substitute sick leave credits for vacation, provided the employee's request for sick leave substitution is accompanied by a doctor's statement or other satisfactory evidence. Section 9 Holidays During Sick Leave Paid holidays immediately preceding, immediately following or wholly within the period for which sick leave is granted shall not be regarded as part of such period of sick leave. NCMEA MOU 2007-2009 223419.2 NA040-002 Article 8 - Sick Leave With Pay Page 15 Section 10 Sick Leave Payment Upon Retirement (A) An employee hired on or before June 30, 1979, shall upon formal retirement from the City under the Public Employees' Retirement System, be paid for each day of unused sick leave or fraction thereof which has accrued to his/her credit up to and including his/her last day of work, but not to exceed 45 days or 360 hours. An employee hired on or after July 1, 1979 shall not be eligible for sick leave payment upon retirement. (B) For employees hired on or before June 30, 1979 sick leave pay off upon retirement shall be the sum of: 1. Frozen sick leave balance upon date of retirement. 2. Accumulative sick leave balances upon retirement. However, in no event shall the payoff exceed 360 hours. Section 11 Evidence Of Cause Of Absence In all cases of absence because of illness or death in the employee's family, the employee may be required to furnish to the appointing authority satisfactory evidence substantiating the facts justifying such leave. Failure to furnish such evidence upon request shall be sufficient reason for denying the leave of absence with pay. Section 12 Sick Leave Incentive Pay (A) Employees using 36 hours of sick leave or less during the 26 complete pay periods most closely coinciding with the beginning and end of the fiscal year and having a minimum total accumulation of 160 hours, may sell for cash the excess over 160 hours of unfrozen sick leave accumulation to a maximum established according to the following schedule: 96 Hours From 80-95 Hours From 60-79 Hours 28 Hours 22 Hours Only the hours sold back to the City shall be deducted from the employee's accrued balance of sick leave. NCMEA MOU 2007-2009 223419.2 NA010-002 Article 8 - Sick Leave With Pay Page 16 (B) Payment will be made during the month of August each year. Pay will be computed based on the employee's salary step on June 30 of the preceding fiscal year. (The Finance Department shall issue eligibility notices to qualified employees at the end of each fiscal year.) Written request must be submitted to the Finance Office within ten (10) working days of issuance of the notice. (C) In lieu of sick leave incentive pay, the employee may elect to retain sick leave credits to the 360-hour maximum to supplement pay for long term disability leave, up to the maximum set in article 17 (3) of this MOU. (D) Permanent employees who retire during the fiscal year will be compensated on a pro- rated basis subject to their formal retirement date. (E) Subject to the approval of his/her department head, the employee may elect to receive additional vacation credits in lieu of all or part of the sick leave incentive pay. This election must be indicated in writing and submitted to the Finance Office with department head's signature within ten working days of issuance of the notice from Finance. This election may not be reversed at a later date. NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 9 TRANSFER OF LEAVE CREDITS Upon official request by the Association, the City Manager or his designee may allow individual employees the opportunity to transfer sick leave, vacation or holiday credits to another employee who has experienced a catastrophic event. All conditions for this transfer shall be set by the City Manager or his designee on a case -by -case basis, after consultation with the Association. Sick leave donated will not be counted against sick leave incentive pay. -17- NCMEA MOU 2007-2009 223419.2 NA040 002 ARTICLE 10 THE COMPENSATION PLAN Section 1 Salary Advancement The Compensation Plan of the City of National City has the following characteristics: 1. Each salary range consists of five (5) steps. 2. The increase from one step to the next step on each salary range is as indicated in the salary schedule. 3. Career part-time employees represented by the unit shall be eligible for step increases at a pro -rated time interval as regular career full-time employees. Salary advancement for each employee shall not be automatic, but shall depend upon the increased value of an employee to the City, as reflected by the recommendations of the employee's supervisor and department head and all other pertinent evidence. The success of the Compensation Plan depends upon incentives which will encourage employees to put forth increasing efforts as they advance through the salary steps of the salary range. Section 2 Salary Steps The steps of the salary range shall be interpreted and applied as follows. The second, third, fourth and fifth salary steps are incentive adjustments to encourage an employee to continue to improve his/her work. There shall be a five (5) percent differential between each of the five (5) steps. 1. The first salary step is the minimum rate and will normally be the hiring rate. Appointment may be made to other than the normal entering salary step upon the recommendation of the department head and upon the approval of the City Manager, when it is decided that such action is in the best interests of the City. 2. The second salary step: Six (6) months of satisfactory service, normally, shall make an employee eligible for considerationfor this salary advancement. This salary advancement shall be made only if recommended by the department head and if approved by the City Manager. 3. The third salary step: Twelve (12) months of satisfactory service at the second salary step, normally shall make an employee eligible for consideration for this salary advancement. This salary advancement shall be made only if recommended by the department head and if approved by the City Manager. -18- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 10 - The Compensation Plan Page 19 4. The fourth salary step: Twelve (12) months of satisfactory service at the third step normally shall make an employee eligible for consideration for this salary advancement. This salary advancement shall be made only if recommended by the department head and if approved by the City Manager. The fifth salary step: Twelve (12) months of satisfactory service at the fourth step normally shall make an employee eligible for consideration for this salary advancement. This salary advancement shall be made only if recommended by the department head and if approved by the City Manager. All rates shown and conditions set forth herein, are in full payment for services rendered and are intended to cover full payment for the number of hours now regularly worked in each class. Employees engaged for less than full-time should be paid a proportionate part of these salaries, or by hourly rate of pay that falls within these ranges. Each promotion shall carry with it a salary increase of at least five (5) percent as long as such increase does not exceed the top step of the new classification. The provisions of this article are based upon the salary schedules adopted by the City. Section 3 Performance Reports Notwithstanding any of the other provisions of this article, no employee shall be denied a step advancement consistent with normal practice whose last performance report had an overall rating of STANDARD, ABOVE STANDARD or OUTSTANDING, if that performance report was made within the last 30 calendar days. If step is denied, a new performance report will be completed and performance will be reviewed every sixty (60) calendar days for reconsideration of the step increase. NCMEA MOU 2007-2009 221419.2 NA040-002 ARTICLE 11 OVERTIME Section 1 Standard Overtime (A) The smallest unit of time credited as overtime shall be one -tenth (1/10) hour. (B) Overtime worked that is less than one -quarter (1/4) hour shall be rounded off to the nearest quarter hour each week. (C) Overtime credit must be for work specifically suffered, ordered, requested or approved by the department head or a designated representative. Overtime compensation or compensating time shall be earned at the rate of one and one-half (1-1/2) times the eligible hours. (D) Overtime compensation or compensating time shall be granted for hours exceeding forty (40) hours of time actually. worked. Time worked includes all paid hours including sick leave, leaves during which Worker Compensation is paid, pre approved vacation time, holidays or any other time away from the job that is paid. The normal work week varies among City employees, and shall be determined by the employees official schedule or other approved schedule documentation on file in the Human Resources Department. Work, other than normal work schedule, directed for annual special events, such as the International Fair & Parade, the Independence Day celebration, Auto Heritage Days, Chili Cook -off, City -Wide Free Trash Pickup Days, and the Street Light Inspection Program, will be compensated according to overtime rates. For those events where the City Council approves overtime, employees working those events shall receive overtime pay. (E) An employee who is directed by the department director to attend commission or council meetings held after normal working hours will be compensated per the "call-back" provision. Section 2 Compensating Time Off (A) Consistent with the provisions of Section 1 above, employees may be credited with compensating time off for overtime worked up to a maximum accrual of 100 hours, upon prior request of the employee and approval of the department director. (B) Compensating time off credits may be accumulated up to 100 "converted hours". Exceptions to exceed this maximum may be authorized by the Personnel Director on request by the employee and approval of the Department Director under conditions set by the Personnel Director. -20- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 11 - Overtime Page 21 (C) An employee shall be allowed to use compensating time off in increments of fifteen (15) minutes or more which may be taken in conjunction with vacation credits. Time off approval and scheduling shall be subject to the provisions of Article 3 of these articles. (D) An employee who provides a written request fifteen (15) calendar days in advance of proposed use of compensatory time shall be allowed the time off to a maximum of forty (40) consecutive hours or be paid for the hours requested. No more than one (1) request per 30-calendar period is allowed except by agreement of the Department Director. An employee will not be required to take compensatory time eamed at straight time hour nor will an employee be required to take compensatory time within the same pay period as earned. Section 3 On -Call Status (A) Employees may be assigned to on -call status for possible work and will be required to be available after working hours where the employee can be reached by telephone or pager and can respond within 30 minutes. Individuals assigned to "on -call" have the responsibility of obtaining qualified relief in the event they cannot be called back. The relief must have the pre -approval of appropriate supervisor. (B) The following procedures shall apply to on -call status: 1. Personnel going on vacation, floating holiday or any other absence from work of their own request during scheduled on -call will be responsible for providing their own qualified relief. 2. Personnel incapacitated for scheduled on -call by sickness or other absence not within their control will not be required to provide their own relief, if notice is given to the department. However, if an employee is accepting on -call pay and does not respond to a call-back, that employee shall forfeit that days on -call pay and may be subject to disciplinary action, unless that failure to respond was for reasons beyond the control of that employee as determined by the department director. 3. Employees will be assigned to on -call status, first on a volunteer basis and thereafter assigned by reverse seniority. On -Call Status will not exceed seven (7) days in any thirty day period and will be rotated among qualified personnel, unless otherwise agreed to by the employee and the Department Head. In the event of personnel shortages, the City may assign an employee(s) to on -call status based on reverse seniority among qualified employees. 4. The on -call work week will be determined by the appropriate department head. NCMEA MOU 2007-2009 223419.2 NA040-002 Article 11 - Overtime Page 22 5. When any class is scheduled for on -call work the City shall provide pagers at the beginning of the on -call assignment. (C) On -Call Pay 1. For a normal work day shift, pay shall be the dollar equivalent to one and a half (1-1/2) hours at current hourly rate per each day of on -call status. For a normal weekend shift (Saturday and Sunday), pay shall be the dollar equivalent to two (2) hours at current hourly rate per each day of on -call status. For a fixed holiday on which the Civic Center is closed, pay shall be the dollar equivalent to two and a half (2-1/2) hours at current hourly rate per each day of on -call status. Section 4 Call -Back (A) The City may direct a field response by an employee during other than normal working hours for emergency purposes which shall constitute a "call-back", and paid at the rate of one and one-half (1-1/2) times the number of hours worked, with two (2) hours being the minimum for any calf -back that requires return to the work site. Call-back time earned shall not be counted as time worked for overtime purposes. NCMEA MOU 2007-2009 223419.2 NA040-00? ARTICLE 12 EDUCATION EXPENSES REIMBURSEMENT, EMPLOYEE LOUNGE UPGRADE, PUBLIC TRANSPORTATION INFORMATION Section 1 The City shall provide $16,000 for MEA to fund the Education Expenses Reimbursement Plan, which is available to employees on paid status or the Association as a group who wish to improve their work performance through furthering their education. The plan provides up to $1,200 per employee, per fiscal year until this fund is exhausted and is available to all employees who meet the following criteria: Successful completion of probation. 2. A proposed course of instruction or training is related to the employee's employment with the City. The department director has the final authority in determining whether a course or training has job related value. Request must be submitted in writing on appropriate City form prior to taking the course of instruction or training. 3. The reimbursement may be used to cover the required costs, such as tuition, registration, books, and up to $50 of other materials or supplies considered necessary by the Department Director. In order to be eligible for reimbursement for the full cost of books, the books used in a formal course of education upon completion of the course must be turned over to the employee's department for access by all employees. If the employee wishes to keep books purchased as part of the class requirement, the employee shall only receive one half (1/2) of the purchase price. 4. The course must be passed with a grade "C" or better. If taken on pass/fail or completion basis, employee must complete or pass course(s) taken. 5. The employee must show written documentation of the expenditures being claimed for reimbursement. 6. Reimbursement may be requested for fee -based educational programs to be attended on employee's own time for professional self -development. Reimbursement under this plan will be made upon completion of the courseware as per part 2 above. -23- NCMEA MOU 2007-2009 223419.2 NA040-002 4.1,16 Article 12 - Education, Employee Lounge, Transportation Page 24 Section 2 Reimbursement Of Expenses In Maintaining Required Licenses And Permits In addition to the funds provided for educational reimbursement, the City shall provide monies to reimburse employees for the actual cost of the certificate or license expenses and any required medical examinations when such certificate or license is required by the City or law in the performance of their duties of their current positions. Claims shall be submitted in writing with proof of costs to the Personnel Department for approval and payment. Class "C" Driver's License expense is not a reimbursable expense. Section 3. Enhancement to Employee Lounge City agrees to allocate $25,000 toward the refurbishment of the kitchen/employee lounge area at City Hall. A Steering Committee comprised of City managers and MEA employees, will oversee the project and its completion. Section 3 Transportation Information City agrees to provide transportation information on the City's Intranet. NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 13 SERVICE RECOGNITION PAY Section 1 In addition to other compensation paid for the services of employees, service recognition pay shall be paid to employees hired before July 1, 1991 of the City on the following basis: (A) After five (5) years of continuous and uninterrupted service the sum of $10.00 per month; (B) After ten (10) years of continuous and uninterrupted service the sum of $15.00 per month; (C) After fifteen (15) .years of continuous and uninterrupted service the sum of $20.00 per month; (D) After twenty (20) years of continuous and uninterrupted service the sum of $25.00 per month; (E) After twenty-five (25) years of continuous and uninterrupted service a sum of $30.00 per month, which shall be the maximum payable. Vacation, sick leave, workers' compensation leaves, comp time, suspensions with pay, floating holidays and other approved City paid leaves of absence shall be continuous and uninterrupted time. All unpaid suspensions and approved leaves of 30 days or less shall be continuous and uninterrupted time; those of more than 30 days shall be continuous employment, but interrupted. In the event an employee ceases to be employed by the City of National City for a reason other than military service or lay-off, all rights to longevity pay shall be forfeited and expired, and if said employee is subsequently re-employed by the CITY, said employee shall not be entitled to any service recognition pay by reason of any prior employment. -25- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 14 HEALTH AND DENTAL INSURANCE Section 1 Insurance Program Coverage As a benefit to career full-time employees and, on a pro -rated basis, career part-time employees working 20 hours/week or more in this bargaining unit, the City will provide a combined group insurance program of health and dental coverage. The benefits and limitations of the program are to be designed cooperatively by the Employees' Association, City and program provider. The Employees' Association and City agree to select and implement health insurance programs, which best serve the needs of the employees. Section 2 City Contribution Effective February 1, 2007, the City will offer Health Net and Kaiser Health medical, and Delta PMI and Delta Premier dental. Employees who enroll shall receive health coverage as follows: $338.10/month or 100% of premium for Kaiser Health and Delta PMI Dental, whichever is higher Employee Only 80% of premium for Kaiser Health and Delta PMI Dental Employee plus one dependent 80% of premium for Kaiser Health and Delta PMI Dental Employee plus two or more dependents -26- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 14 - Health and Dental Insurance Page 27 (A) City contribution will discontinue when employee goes on unpaid status for more than 45 calendar days, except as otherwise specified in this agreement or by law. Employees in this status may continue coverage at their own expense. (B) If the cost of providing this benefit for employees and their dependents exceeds the established City contribution, the employee must pay the excess amount. Section 3 Money In Lieu of Coverage An employee may elect employee only coverage in health and receive the remaining amount of the City's contribution as cash -in -lieu. Provided that an employee shows proof of coverage under a non -City sponsored health plan, the employee, during the annual open enrollment, may elect not to participate in a City sponsored health plan and receive $125/month maximum in lieu of coverage. Any actual savings realized by City during the previous calendar year from MEA employees opting out of City coverage will be calculated in January of each year and re -distributed equally to all MEA employees in the form of an increase of City contribution for health coverage. Section 4 Insurance Broker The City agrees to assign California Corporate Benefits as the City's Broker of record to review, recommend and generally assist in the administration of the benefits program. Section 5 Retiree Health Benefit Employees covered by this MOU, who retire from the City of National City after July 1, 2002, and who retire with at least 20 full years of service under the CalPERS Retirement System shall receive $5/month for each year of PERS Service with the City as the City's contribution towards their medical insurance premium. This contribution shall continue until the retiree qualifies for Medicare. Retirees eligible for this benefit are responsible for paying the health insurance premium and the City will forward this benefit amount on a monthly basis directly to the Retiree. This benefit will be canceled upon non-payment of premium or otherwise becoming ineligible. The Retiree is also responsible for notification to the City of address change and health coverage from another source. NCMEA MOU 2007-2009 2234192 NA040-002 ARTICLE 15 HEALTH & SAFETY RELATED PROGRAMS Section 1 Smoking Policy The Municipal Employees' Association agrees to City No Smoking Policy at the workplace. Section 2 Continuation of Coverages The City agrees to continue its contributions toward health, dental and life insurance coverages for employees who are receiving workers' compensation benefits from the City for a period not to exceed twelve (12) months. Section 3 Premium Payment Program (I.R.S. 125 Plan) The City agrees to implement a 125 reimbursement plan to allow pre-tax dollars to be utilized in the payment of employees portion of medical, dental and insurance premiums, medical expenses and dependent care expenses. The City shall arrange for a plan administrator for dependent care provision of the City's 125 Plan, provided all costs are paid by the employees who participate. Section 4 Employee Assistance Program The City shall make available a voluntary Employee Assistance Program for psychological assessment, counseling and referral to all employees represented by the Municipal Employees' Association at no cost to the employees, except for referrals out of the basic program. Employees using this program may do so on their own time. Section 5 Hazardous Materials The City will provide containment and disposable devices on City vehicles where there is exposure to materials, especially needles, that may be harmful. -28- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 16 EMPLOYEE LIFE INSURANCE As a benefit to full-time employees in this bargaining unit, the City will provide a group life insurance program. The benefits and limitations of the program are to be designed cooperatively by the Employees' Association and insurance carrier. The City will provide up to $12,000 Term Life Insurance with Accidental Death and Dismemberment coverage for each employee at no cost to employee. An amount will be paid by the City for each permanent part- time employee in the competitive service that is proportional to the permanent time base of his/her appointment (e.g., a half-time employee will receive half the amount of a full-time employee). -29- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 17 SHORT TERM/LONG TERM DISABILITY INSURANCE All employees shall continue to participate in the City sponsored Disability Insurance program (STD/LTD) through payroll deduction. Section 1 Cost and Benefits Total costs of the program are paid by all employees in the bargaining unit through payroll deductions at the rates set by the established plan. Participation, costs and benefits of the program are subject to the regulations and requirements of the Plan. Section 2 Continuation of Insurance Benefits During the period that an employeeis receiving benefits from the (STD/LTD) Plan, the City shall continue to pay its share of the Insurance Premiums for Health and Life Insurances with no cash -in -lieu for a period of up to twelve (12) months or until such time as the disability is considered permanent. Section 3 Income Supplement Employee receiving STD/LTD benefit may use sick leave, vacation, and other leave accruals to supplement income to an amount no greater than 70% of the employee's regular gross monthly pay. -30- NCMEA MOU 2007-2009 22 ,119.2 NA04O-002 ARTICLE 18 PUBLIC EMPLOYEES' RETIREMENT SYSTEM 1. Consistent with the Government Code of the State of California, employees are local miscellaneous members of the Public Employees' Retirement System and are entitled to optional benefits as indicated in all amendments to the contract between the Board of Administration of PERS and the City Council regarding miscellaneous employees. The City shall pay the entire employee share of the PERS member contribution, which shall be vested in the employee's name until December 31, 2007. For the PERS 3% @60 retirement formula, the employee's contribution is 8% of reportable compensation. Beginning on January 1, 2008, Employer Paid Member Contributions ("EPMC") paid by the City shall decrease to 7% of reportable compensation from 8% of reportable compensation, and employees shall pay 1% of reportable compensation to PERS through payroll withholding. Beginning on January 1, 2009, EPMC paid by the City shall decrease another 1% to 6% of reportable compensation, and employees shall pay 2% of reportable compensation to PERS through payroll withholding. The City shall adopt the necessary resolutions and submit them to PERS to reflect the reduction in EPMC. The PERS retirement plan will include 3% percent at 60 years of age and the "Single Highest Year" provision. Effective as soon as permitted by PERS during fiscal year 2002-2003. 2. If not already done, the City will adopt a resolution that declares the amount of the employer paid member contribution (EPMC) as eamings for purposes of the PERS computation for the single highest year base earnings as soon as permitted by PERS procedural requirements. -31- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 19 PROVISIONS OF LAW This MOU is subject to all future and current applicable Federal or State laws and regulations. If any.part of the provisions of this MOU is in conflict with such applicable provisions of Federal or State laws or regulations, or is otherwise held to be invalid or unenforceable by any tribunal of competent jurisdiction, such part of provision shall be suspended and superseded by such applicable law or regulations, and the remainder of the MOU shall not be affected and the NCMEA shall have the right upon request to meet and confer concerning the practical effect of such conflicts on wages, hours or terms and conditions of employment. -32- NCMEA MOU 2007-2009 223419.2 NAO40-OO2 ARTICLE 20 EMPLOYEE AND ASSOCIATION RIGHTS Section 1 Employee Rights Each individual employee shall have the following rights which he/she may exercise in accordance with law, the National City Civil Service Rules and applicable laws, ordinances, rules and regulations: (A) The right to form, join and participate in the activities of employee organizations of his/her own choosing for the purpose of representation on matters of his/her employee relations with the City, or to refuse to join or participate in the activities of any employee organization. (B) The right to pay dues to such employees organization through regular payroll deduction. (C) The right to be free from interference, intimidation, restraint, coercion, discrimination or reprisal on the part of his/her department head, his/her supervisor, other employees or employee organizations, with respect to membership or non -membership in any employee organization or with respect to any lawful activity associated therewith which is within the scope of representation. (D) The right to represent himself/herself individually in his/her employee relations with the City. Whenever a City employee desires to represent himself/herself in consulting with City management during his/her regular hours of work, he/she shall first request and obtain from his/her department head permission to take time off to do so. (E) The right to confidentiality of personal information including information provided on the employee's paycheck. It shall be the responsibility of each department to ensure that this right is protected. Section 2 Association Rights (A) The right for the MEA to use City facilities to hold official scheduled meetings. (B) The right to designate authorized representative who shall have access to work locations and employees subject to department head approval, when such access does not unduly interfere with departmental operations and is in the course of grievance resolution. -33- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 20 - Employee and Association Rights Page 34 (C) The right to post information concerning elections, benefits, notices, reports, programs and promotions. (D) The right to notice by the City of new employees in this unit. (E) The Personnel Office shall distribute informational materials provided by the Association to new employees during the in -processing orientation. (F) The Association may designate one steward from City Hall, one steward from Public Works, one steward from Community Services, one steward from the Library, one steward from Fire, one steward from the Parks Division, one steward from Building & Safety, and one steward from the Police to represent employees from their respective areas in meeting with management on appeals of discipline and formal grievances. The appropriate steward shall request in writing and shall be allowed reasonable time off during duty hours for this purpose, provided the time requested does not substantially impact departmental operations. In the event the steward cannot be released as requested, the supervisor shall provide an altemate time within the next forty-eight (48) hours. Stewards shall be designated in advance by written notice from the MEA to the Personnel Director and the Steward's Department Director. (G) The Association shall be allowed the use of the City's intranet for the purposes of Union Communications. As the City Manager's Designee, the Human Resources Director will provide final review and approval of all related content/information. (H) The Association shall be entitled to hold four (4) one -hour meetings annually. Section 3 Labor Management Committee The City and the Association agree to establish a Labor Management Committee. The purpose of the Committee is to discuss issues relating to this agreement, and other issues of quality of work life. The Committee shall have no authority to change, modify, alter or amend this agreement. The Committee shall be composed of the president of the Association or his/her designee, a designated representative, and one other member. In addition, the City shalt appoint the Director of Personnel or his/her designee and one other management employee. Meetings shall be held when mutually agreed upon and at times that are mutually acceptable to both parties. The party desiring to meet shall request the meeting at least fifteen (15) days prior and shall submit an agenda of items to be discussed. It is the intent of the parties to foster a cooperative atmosphere and harmonious working relations. Therefore, the parties agree to only issue joint statements, when necessary, on the results of the Committee. The City and the Union agree to refer the Union proposal regarding reclassifications/salary adjustments to the Labor Management committee for resolution. NCMEA MOU 2007-2009 221419 2 NA040-002 ARTICLE 21 WAGE AND SALARY SCHEDULE Section 1 Classification and Base Wage Ranges a. Employee salaries shall remain as set forth in the existing salary schedule. In lieu of a salary increase in 2007, all employees with at least one year of service with the City at the time this MOU is ratified, shall receive a one-time retention incentive of $2,300. The one-time retention incentive shall be payable within two pay periods of Council ratification. MEA employees with less than one year of service at the effective date of this MOU, shall receive their $2,300 incentive in the pay period after reaching their one year anniversary. The City shall have no obligation to pay a retention incentive to any employee who does not reach his/her one year anniversary with the City. b. The employee may choose to contribute part or all of the retention incentive into their 457 deferred compensation plan account or convert (all or part of) their incentive into vacation hours. c. The retention incentives will be paid within the first two pay periods following Council ratification of the contract. Employees requesting to utilize either the 457 Option or vacation conversion, must indicate their request in writing within the first pay -period following ratification. d. The retention incentive shall not be reported as compensation to PERS e. On January 1, 2008, base wages in the base wage ranges for employees subject to this MOU, as set forth below, shall increase by 3%. f. On January 1, 2009, base wages in the base wage ranges for employees subject to this MOU, as set forth below shall increase by 4%. Abandoned Vehicle Abatement Officer Accountant Accountin. Assistant Administrative Secrets Alarm Pro•ram Coordinator Assistant En • ineer-Civil Assistant Planner Assistant Tree Trimmer Associate En•ineer-Civil Associate Planner 83 114 76 87 63 143 119 82 156 130 -35- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 21 - Wage and Salary Schedule Page 36 Building Inspector 123 Building Inspector/Plan Checker 133 Building Trades Specialist 102 Buyer 92 Carpenter 102 Civil Engineering Technician 108 Code Conformance Officer 123 Construction Inspector 118 Crime Analyst 120 Crime Scene Specialist 112 Custodian 56 Electrician 102 Equipment Mechanic 105 Equipment Operator 98 Executive Secretary 101 Fire Inspector 123 Housing Inspector I 113 Housing Inspector II 123 Lead Risk Inspector/Assessor 115 Lead Hazard Control Program Coordinator 120 Lead Hazard Control Case Manager 110 Lead Housing Inspector 115 Lead Sampling. Technician 86 Lead Equipment Mechanic 115 Lead Tree Trimmer 93 Librarian 124 Library Assistant 63 Library Technician 88 Literacy/Computer Center Coordinator 115 Maintenance Worker 76 Neighborhood Council Specialist 101 Office Assistant • 53 Park Caretaker 74 Park Supervisor 109 Parking Regulations Officer 83 Parks Equipment Operator 98 NCMEA MOU 2007-2009 223119 2 NA040-002 Article 21 - Wage and Salary Schedule Page 37 Permit Technician 86 Personnel & Training Assistant 74 Planning Technician 0 98 Plumber 102 Police Dispatcher 113 Police Operations Assistant 87 Police Records Clerk 63 Police Records Manager 120 Police Services Officer 73 Property & Evidence Specialist I 92 Property & Evidence Specialist II 112 Property & Evidence Unit Supervisor 123 Purchasing Clerk 76 Recreation Center Supervisor 95 Recreation Supervisor 112 Senior Accounting Assistant 92 Senior Building Inspector 133 Senior Civil Engineering Technician 123 Senior Code Conformance Officer 133 Senior Construction Inspector 133 Senior Crime Analyst 128 Senior Equipment Operator 110 Senior Library Technician 93 Senior Office Assistant 63 Senior Park Caretaker 82 Senior Traffic Painter 98 Street Sweeper Operator 98 Stop Grant Office Coordinator 87 Storm Water Compliance Inspector 108 Supervising Custodian 67 Traffic Painter 86 Tree Trimmer 87 NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 22 UNIFORMS Section 1 The City will pay the yearly cost for uniforms and cleaning for those employees required to wear uniforms as follows: 1. Garage Personnel: Five (5) changes of shirts and pants per week. 2. Other Public Works Employees: Five (5) changes of shirts per week. Sewer maintenance crews will also be provided with five (5) changes of pants, and will be required to wear pants provided while working. Parks Department: Five (5) changes of shirts per week. Tree Trimming crews will also be provided with five (5) changes of pants, and will be required to wear pants provided while working. Police Department positions designated by the Chief of Police: Five (5) sets of required clothing at hire with necessary replacements during ensuing years, and a cleaning allowance of $3.00 per week, increasing to $5.00 per week in the first full pay period after this MOU is ratified by the City Council, and increasing to $.10.00 per week on January 1, 2008. The City will also provide reimbursement for required leather accessories to a maximum of $100 every four (4) years. Fire Department: $200/year allowance will be provided to Fire Inspectors, increasing to $500/year beginning on July 1, 2007. 6. If employees are required by City Management to wear safety shoes or other specified footgear, the City will provide it. If an employee wishes to have a pair of boots which costs more than the boots being provided by the City, the employee may pay the difference, provided the boots meet safety precautions of the City. All employees of these departments who are provided uniforms must wear the uniform as provided by. the City. With prior approval from the Department Director, uniforms may include, T-shirts with City and/or Department logo identification. Uniform style and fabric (i.e., cotton vs. polyester, etc.) shall be mutually agreed to between the City and MEA. Upon the written approval of the Department Head, employees shall have the option to wear uniform shorts unless proven to be unsafe for the work being performed. -38- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 23 EQUIPMENT ALLOWANCE Section 1 Tool Replacement Allowance This article applies only to Equipment Mechanics, who are required to provide their own tools on the job as a condition of employment. Essential required tools and tool boxes will be replaced by the City in kind if they are lost due to fire, burglary or robbery of the City facility or some other catastrophe or accident not due to the employee's fault or negligence. An inventory of all employees' tools will be taken by the Deputy Public Works Director or his designee at least once a year to ensure that the employee has all essential tools on hand. A tool replacement allowance of $20 per pay period will be paid to the above positions to maintain the essential tools inventory, increasing to $30 per pay period in the first full pay period after ratification of this MOU by the City Council. Failure to maintain the essential tools inventory shall result on Toss of tool replacement allowance until such inventory is satisfied. Section 2 Safety Glasses and Goggles Any safety glasses or protective goggles required by the City employees shall be provided at no cost to the employee. Such requirement shall be determined by the department head or the Risk Manager. -39- NCMEA MOU 2007-2009 221419.2 NA040-002 ARTICLE 24 WORK DAY, WORK WEEK, PAY PERIOD AND PAY DAY Section 1 Work Day The work day shall normally be eight (8) hours to ten (10) hours in length and the normally scheduled work week is 40 hours. On request by the employee, the scheduled hours of the work week may be modified by the department director on an individual basis subject to approval by the City Manager only to the extent that City offices maintain current availability to the public and that the modification does not create overtime pay in any given work week. In making the determination on the acceptability of modification, the department director will consider the effect of the modification on the department's ability to deliver services efficiently and on a timely basis. Approval of any individual request shall not entitle any other employee of the same modification, and the department director may withdraw approval if the modification creates a hardship for the department. Call-back and on -call time are excluded from the computation of the hours paid for the purposes of overtime. All work days exceeding five (5) hours length shall include at least a 30- minute period for lunch break without pay. A maximum of fifteen (15) minutes paid time for rest shall be provided for each four (4) consecutive hours work and may be taken as assigned by the employee's supervisor. Starting and stopping work times are designated by the department director for the scheduled work day. Employees will be notified of their work hours. When there is a change of work hours of over one (1) hour for more than five (5) consecutive working days, the employee will receive a ten (10) working day notice before such change is made, unless mutually agreed to by the employee and the supervisor. The department director retains the right to make immediate changes to resolve unforeseen problems, and will provide at least three (3) day notice in such instance, and pay the first two (2) days worked of the change at the overtime rate. Section 2 Work Week The work week shall consist of seven (7) consecutive calendar days beginning on Tuesday at 7:00 a.m. with at least two (2) consecutive days off. Section 3 Pay Period Pay period shall consist of fourteen (14) calendar days commencing 07/01/86. -40- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 24 - Work Day, Work Week, Pay Period and Pay Day Page 41 Section 4 Pay Day Except in the case of unusual and compelling circumstances or an extreme emergency, pay day shall be every other Wednesday. If Wednesday is a fixed holiday, it shall be the previous work day. Section 5 Alternate Work Schedules The City and Association agree to implement a 4/10 work schedule. The target turn -on date will be mid -late February, 2006. The City Manager has the ability to discontinue the 4/10 schedule with thirty days notice and will meet and confer should such discontinuation be deemed necessary. The City Manager has sole discretion to exempt any position or group of positions from 4/10 in order to fulfill delivery of City services. The City and MEA will work jointly on the development of an optional flexible workweek schedule program (including a 4/10 option) for Library Department employees. If agreement is reached by the City and MEA, the terms of the flexible workweek schedule program will be incorporated by side letter. The City and Association agree to incorporate the 9/80 side letter to the MOU, with the provision that should a 4/10 schedule be unsuccessful the City will revert to the former 9/80 work schedule. NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 25 PAY DIFFERENTIALS Section 1 Bilingual Pay Current employees in designated positions who have successfully completed a Bilingual Performance Evaluation administered by the Human Resources Department or provide other evidence acceptable to the Human Resources Department of their competence, who are regularly required to use their bilingual skills in Spanish, Tagalog or any other second language approved by the Human Resources Director, shall receive a Bilingual pay differential of $40 per pay period, increasing to $50 per pay period in the first full pay period after ratification of this MOU by the City Council. This differential would be subject to termination, if due to change in assignment or position, the skill is no longer required by the City. Each Department Director shall recommend the position to receive bilingual pay in writing to the Personnel Director for approval. Positions receiving bilingual pay shall be reviewed annually by the Personnel Director and an MEA Representative. Section 2 Acting Assignment Pay When an employee is officially assigned to perform the duties of a higher paid classification for a period exceeding 21 consecutive calendar days, such employee shall be compensated with a minimum of five (5) percent above current salary during the first six (6) months of such assignment, and ten (10) percent for time assigned in such status after six (6) consecutive months beginning at the start of the pay period closest to the 21st calendar day of such acting assignment. The duration of acting pay assignments shall not exceed one (1) calendar year. Section 3 Sign Language Pay Employees possessing sign language skills may register with the Personnel Office and be called to use those skills on an on -call basis. Employees who are called shall be paid $20 per occurrence while on City time and $30 per occurrence when not on City time. Section 4 Shift Differential Beginning with the first full pay period after ratification of this MOU by the City Council, employees shall receive a shift differential of $40 per pay period in which the majority of their regularly scheduled shift is after 10:00 p.m. and before 6:00 a.m. the next day. Section 5 Trainer Assignment Pay for Dispatchers Beginning with the first full pay period after ratification of this MOU by the City Council, Dispatchers in the Police Department shall receive Trainer Assignment Pay equal to 3% of base salary when assigned as a trainer for other dispatchers and the training is anticipated to last at least one month. This pay differential will be determined on a daily basis and will not apply to days when the trainer is absent from work or otherwise not engaged in performing the training function. -42- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 26 GRIEVANCE PROCEDURE Section 1 Purpose The purposes and objectives of the grievance procedure are to: A. assure just treatment of all employees and promote harmonious relations among employees, supervisors and management; encourage the settlement of disagreements informally at the employee -supervisor -level and provide an orderly procedure to handle grievances through the several supervisory levels where necessary; and C. resolve grievances as quickly as possible and correct, if possible, the causes of grievances thereby reducing the number of grievances and future similar complaints. Section 2 Reviewable and Non -Reviewable Grievances To be reviewable under the procedure, a grievance must: A. concern matters or incidents that have occurred directly to the grievant and grievance is presented to immediate supervisor within thirty (30) calendar days; and B. result from an act or omission by management in violation of this MOU, official City policies, rules and regulations or Council resolutions relating to employer -employee relations; and C. arise out of a specific situation, act or acts complained of as being violated which resulted in inequity or damage to the employee; and D. specify the provision allegedly violated and the relief sought. A grievance is not reviewable under this procedure if it is a matter which: A. is reviewable under, or is subject to some other administrative procedure and/or Personnel rules and regulations of the City, such as: applications for changes in title, job classification, or salary; appeals arising from termination of employment during probationary period. -43- NCMEA MOU 2007-2009 223419.2 NA040-002 Article 26 - Grievance Procedure Page 44 A. would require a change in prevailing ordinances, resolutions, or contracts or to circumvent existing avenues of relief where appeal procedures have been prescribed; B. would seek to limit a management right specifically cited in Article 26; and C. would require the "meet and confer" process for desired change. Section 3 Determination of Reviewability Once a formal written grievance is received by the Department Director, it shall be reviewed by the Personnel Director as to whether it is a grievable issue. Such determination shall be final unless the Association is not in agreement, then the final determination shall be made by the City Attorney. Section 4 Consolidation of Grievances If the grievance involves a group of employees or if a number of employees file separate grievances on the same matter, the grievance shall, whenever possible, be handled as a single grievance. A. Settlement. Any grievance shall be considered settled at the completion of any step if all parties are satisfied or if the grievant party fails to present the matter to a higher authority within the prescribed period of time. No settlement to any grievance shall be considered precedential or bind the Association to any interpretation of this agreement, rules, regulations or policies of the City or Department without the Association's express written consent. B. •Reprisal. The grievance procedure is intended to assure a grieving employee the right to present a grievance without fear of disciplinary action or reprisal by the grievant's supervisor, superior or department head, provided the employee observes the provisions of this grievance procedure. Section 5 Grievance Procedure The following procedure shall be followed by a grievant submitting a grievance: (1) Step One: Discussion with Supervisor. The grievant shall orally present the grievance to the employee's supervisor within thirty (30) calendar days after the grievant knows or reasonably should have known the event or events on which the grievance is based. Within fifteen (15) calendar days, the supervisor shall give a decision to the grievant orally. Any agreement between the grievant and the supervisor shall be subject to the approval of the Department Director before it shall be deemed to "settle" the grievance. NCMEA MOU 2001-2009 223419.2 NA040-00? Article 26 - Grievance Procedure Page 45 (2) (3) Step Two: Written Grievance to Department Director. If the grievant and supervisor cannot reach an agreement as to a solution of the grievance or the grievant has not received a decision within fifteen (15) calendar day limit, the grievant may within fifteen (15) calendar days present the grievance in writing to the Department Director. The Director shall hear the grievance and give written decision to the grievant within fifteen (15) calendar days after receiving the grievance. Step Three: Grievance .to City Manager. If the grievant and the Department Director cannot reach an agreement as to the solution of the grievance or the grievant has not received a decision from the Director within the fifteen (15) calendar day limit, the grievant may within fifteen (15) calendar days present the grievance in writing to the City Manager. The City Manager shall hear the grievance and give a written decision to the grievant within fifteen (15) calendar days after receiving the grievance. The City Manager may designate another executive employee or a non -employee of his choosing to act on his behalf. At the hearing before the City Manager or his/her designee, the grievant may be represented by an Association representative, or an attorney, and may produce on their behalf, relevant oral or documentary evidence. Witnesses may be permitted. The hearing need not be conducted according to the technical rules relating to evidence and witness. The parties may submit opening briefs to the City Manager (or designee) at the commencement of the hearing. Unless otherwise agreed to by the parties, closing briefs will not be permitted. The parties have the right to present a closing argument to the City Manager (or designee) after both parties rest their case. A record of the proceedings shall be maintained, with transcripts to be made available at cost to the grievant. The City Manager (or designee) shall thereafter make written findings of fact and a disposition of the grievance. The decision of the City Manager (or designee) shall be final. Section 6 Special Provisions of the Grievance Procedure A. Grievances may be initiated only by a grievant. B. Prompt Presentation. The employee shall discuss the grievance with the employee's immediate supervisor promptly within thirty (30) days after the act or omission of management causing the alleged grievance. C. Prescribed form. The written grievance shall be submitted on a form prescribed by the City for this purpose. Departments shall maintain an adequate supply of such forms. D. Employee Representative. The employee may be self represented or may choose someone as a representative at any step of this grievance procedure. NCMEA MOU 2007-2009 223419 2 NA040-002 Article 26 - Grievance Procedure Page 46 E. Statement of Grievance. The grievance shall contain a statement of: (1) Specific situation, act or acts complained of as violation of this Agreement, or written rules, regulations or policies: (2) (3) The damage suffered by the employee; and The relief sought. A. A grievance may be discussed and processed on.City time, except that no overtime, or additional compensation shall be allowed if the proceedings extend beyond the employee's or representative's workday or work week. The employee and representative shall cooperate with the Department in such a manner that there wilt be a minimum of interference with the normal operations of the Department's work. Extension of Time. The time limits within which action must be taken or a decision made. as specified in this procedure may be extended by mutual written consent of the parties involved. NCMEA MOU 2007-2009 223419.2 NA04O-002 ARTICLE 27 MANAGEMENT RIGHTS Except —and only to the extent —that specific provisions of this Agreement expressly provide otherwise, it is hereby mutually agreed that the CITY has and will continue to retain, regardless of the frequency of exercise, rights to operate and manage its affairs in each and every respect. The rights reserved to the sole discretion of the CITY shall include, but not be limited to the right: to determine the mission of its constituent departments, commissions, boards; set standards of service; determine the procedures and standards of selection for employment and promotions; direct its employees; establish and enforce reasonable dress and grooming standards; determine the methods and means to relieve its employees from duty because of lack of governmental operations; determine the methods, means and personnel by which government operations are to be conducted; to modify shift work time of a classification or position, when such modification will aid the City in its delivery of services to the public; determine the content and intent of job classifications; approve or disapprove secondary employment held by departmental employees; determine methods of financing; determine style and/or types of City -issued wearing apparel, equipment or technology to be used; determine and/or change the facilities, methods, technology, means, organizational structure and size and composition of the work force and allocate and assign work by which the City operations are to be conducted; determine and change the number of locations, relocations and types of operations, processes and materials to be used in carrying out all City functions including, but not limited to the right to contract for or subcontract any work or operations of the City; to assign work to and schedule employees in accordance with requirements as determined by the City and to establish and change work schedules and assignments upon reasonable notice; establish and modify productivity and performance programs and standards; discharge, suspend, demote, reprimand, withhold salary increases and benefits, or otherwise discipline employees for cause; establish reasonable employee performance standards including, but not limited to, quality and quantity standards; and to require compliance therewith; take all necessary actions to carry out its mission in emergencies; and exercise complete control and discretion over its organization and the technology of performing its work. Those inherent managerial functions, prerogatives and policy making right whether listed above or not which the CITY has not expressly modified or restricted by a specific provision of this Agreement shall be carried out in accordance with applicable Civil Service Rules. In exercising these rights the City shall comply with all applicable provisions of this MOU and all applicable laws. The exercise of said rights shall not preclude employees or their representatives from meeting and conferring as required by law with City management representatives about the practical consequences that decisions on these matters may have on wages, hours and other terms and conditions of employment. Such meeting and conferring shall take place prior to implementation except in case of emergency or unforeseen circumstance. In the event of emergency or unforeseen circumstance the City will meet and confer with NCMEA as soon as possible after implementation. -47- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 28 OBLIGATION TO SUPPORT Section 1 The parties agree that subsequent to the execution of this MOU and during the period of time said MOU is pending before the City Council for action, neither the NCMEA, nor management, nor their authorized representatives, will appear before the City Council or meet individually or privately with said members of the City Council, to advocate any amendment, deletion or addition to the terms and conditions of this MOU. It is further understood that this Article shall not preclude the parties from appearing before the City Council to advocate or urge the adoption and approval of this MOU in its entirety. Section 2 During the term of this MOU, NCMEA, its officers, agents and members agree that they shall neither engage in, nor encourage, nor will any of its members or representatives take part in any strike, work stoppage, slowdown, sick -in or other concerted action which adversely impacts the provision of governmental services including refusal to work. Section 3 During the term of this MOU, if an employee participates in any manner in any strike, work stoppage, slowdown, sick -in or other concerted action which adversely impacts the provision of governmental services including refusal to work or participates in any manner in any picketing other than informational or impediment to work in support of any strike, work stoppage, slowdown, sick -in or other concerted action which adversely impacts the provision of governmental services including refusal to work or induces other employees of the City to engage in such activities, such employee shall be subject to any action or remedy legally available to the City. -48- NCMEA MOU 2001-2009 2234192 NA040 002 ARTICLE 29 AGREEMENT, MODIFICATION, WAIVER (A) This Memorandum of Understanding sets forth the full and entire agreement of the parties regarding the matters set forth herein, and any prior or existing understanding or agreements over these matters between parties, whether formal or informal, are hereby superseded, or terminated in their entirety. (B) No agreement, alteration, understanding, variation, waiver of modification of any of the terms or provisions contained herein shall in any manner be binding upon the parties hereto unless made and executed in writing and affixed hereto by all parties and approved by the City Council. (C) The waiver of any breach, term or condition of this Memorandum by either party shall not constitute a precedent in the future enforcements of all of its terms and provisions. (D) The provisions of this MOU shall not be revised during the term of this MOU without mutual written approval of the parties except as set out in Article 19 of this MOU, or in the event that the City determines that a citywide lay-off is necessary. -49- NCMEA MOU 2007-2009 223419.2 NA040-002 ARTICLE 30. DURATION OF MEMORANDUM OF UNDERSTANDING This MOU shall be effective January 1, 2007 and shall remain in full force and effect until December 31, 2009, and from year to year thereafter, until a successor agreement is agreed or impasse proceedings are completed. Both parties mutually agree to begin a good faith meet and confer process for the successor MOU by August 1, 2009, and strive to complete negotiations by October 15, 2009. Should the City or NCMEA be unable to reach agreement on a new MOU by October 15, 2009, the City or NCMEA may declare impasse, as outlined in the Employer -Employee Relations Policy, so that negotiations may be completed before the expiration of this MOU. -50- NCMEA MOU 2007-2009 223419.2 NANO 002 ARTICLE 31 DEFINITIONS Refer to definitions contained in the Civil Service Rules. -51- NCMEA MOU 2007-2009 223419.2 VA040-002 City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 SECOND READING 18 AGENDA ITEM NO. / ITEM TITLE An ordinance of the City Council of the City of National City ("City" Council") approving the proposed amendment to the Redevelopment Plan for the National City Redevelopment Project ("2007 Amendment") PREPARED BY at- DEPARTMENT Patricia Beard, Redevelopment Manager Community Development Commission Fxt. 4255 EXPLANATION The Community Development Commission ("CDC") has prepared the 2007 Amendment in accordance with California Community Redevelopment Law ("CRL") (Health and Safety Code Sections 33000 et. Seg.). As proposed, the 2007 Amendment would: 1) extend the CDC's authority to acquire property through eminent domain for certain commercial and industrial zoned properties until 2019, 2) change the current exclusion of eminent domain on single-family homes to include residential land uses, 3) modify the redevelopment plan text as it pertains to lawful actions and permitted land uses in the Transportation Center, and 4) revise the Public Facilities and Infrastructure Improvement Projects exhibit. In accordance with the CRL, City Council and the CDC have taken the proper steps with regards to the 2007 Amendment which include; 1) preparing redevelopment plan text modifications, 2) noticing the public hearing, 3) approving the Report to City Council, 4) receiving testimony at a joint public hearing of the City Council and CDC, 5) approving environmental findings, and 6) adopting written responses to written objections. In addition, at this joint meeting the CDC approved the 2007 Amendment and recommended to the City Council that they adopt the 2007 Amendment. At this time, staff recommends that the City Council consider the Ordinance approving the 2007 Amendment. Environmental Review A negative declaration was prepared in accordance with the California Environmental Quality Act and approved by both the City Council and the CDC on July 10, 1007. Financial Statement Staffs recommendation will have no affect on the City's General Fund. However, implementation of the 2007 Amendment may result in future CDC expenditures. Account No STAFF RECOMMENDATION Hear the second reading of the title and adopt the Ordinance. BOARD / COMMISSION RECOMMENDATION ATTACHMENTS Resolution No. 1) Background Report 2) Report to City Council 3) Ordinance adopting the 2007 Amendment to the Redevelopment Plan, with Amended Plan attached as Exhibit "A". A-200 (9/80) Background Report The Community Development Commission ("CDC") authorized staff to initiate proceedings to amend the Redevelopment Plan for the National City Redevelopment Project ("2007 Amendment"). Such proceedings include preparation of the 2007 Amendment, a Negative Declaration, and a Report to the City Council on the proposed 2007 Amendment ("Report to City Council"). The Report to City Council details the rational for the 2007 Amendment, identifies the physical and economic blighting conditions that continue to exist in the Project Area and serves as the factual basis for the 2007 Amendment. By previous resolutions, the CDC approved the draft 2007 Amendment and the Report to City Council, which were prepared in accordance with the requirements of the California Community Redevelopment Law ("CRL") and made available for public inspection. Such proceedings also include the City Council and the CDC holding a joint public hearing on the proposed 2007 Amendment and the Negative Declaration, and preparing written responses to written objections on the 2007 Amendment received prior to or during the joint public hearing. The joint public hearing was opened and subsequently closed on June 19, 2007. Written responses to written objections were prepared pursuant to the CRL and previously adopted by a resolution of the City Council. In order to proceed with consideration of the ordinance the City Council hereby finds and determines, based on the evidence in the record, including, but not limited to, the Report to the City Council, and all documents referenced therein, and based upon evidence and testimony received at the joint public hearing held on June 19, 2007, and received at the public hearings held prior to the adoption of the Previous Ordinances referred to hereinabove, that: 1. The Project Area is a blighted area, the redevelopment of which is necessary to effectuate the public purposes declared in the Community Redevelopment Law. (a) This finding is based on the City Council's findings contained in the Previous Ordinances that various blighting conditions, as that term was then defined, characterize the Project Area, and upon the Report to the City Council, which demonstrates that these blighting conditions continue to exist in the Project Area. (b) The City Council hereby finds that, despite the CDC's efforts, significant blighting conditions still exist in the Project Area and continued redevelopment is necessary to effectuate the public purposes contained in the Community Redevelopment Law. (c) Such conditions in the Project Area are causing, and will increasingly cause, a reduction and lack of proper utilization of the Project Area to such an extent that it constitutes a serious physical and economic burden on the community which cannot reasonably be expected to be reversed or alleviated by private enterprise or govemmental action, or both, without redevelopment, thus requiring redevelopment in the interest of the health, safety, and general welfare of the people of the City and the State. Evidence supporting this finding includes the fact that governmental action, available to the City without redevelopment, would be insufficient to cause any significant correction of the blighting conditions; and, that the nature and costs of the public improvements and facilities and other actions required to correct the blighting conditions, are beyond the capacity of the City and cannot be undertaken or borne by private enterprise acting alone or in concert with available governmental action. 2. The Amended Redevelopment Plan will redevelop the Project Area in conformity with the Community Redevelopment Law and in the interests of the public peace, health, safety and welfare. Evidence supporting this finding includes the fact that the purposes of the Community Redevelopment Law would be attained through the implementation of the Amended Redevelopment Plan by: the elimination of physical and economic conditions, which exist in the Project Area and which cause the Project Area to be a blighted area; by the replanning, redesign, and/or redevelopment of areas, which are stagnant or improperly utilized and which could not be accomplished by private enterprise or governmental action, or both, without redevelopment; and, by protecting and promoting the sound development and redevelopment of the Project Area and the general welfare of the citizens of the City by remedying such injurious conditions through the employment of all appropriate means. 3. The adoption and carrying out of the Amended Redevelopment Plan is economically sound and feasible. Evidence supporting this finding includes the fact that under the Amended Redevelopment Plan, the Commission will be authorized to seek and utilize a variety of potential financing resources, including property tax increment; that the nature and timing of redevelopment assistance will depend on the amount and availability of such financing resources, including tax increment generated by new investment in the Project Area; and, that the financing plan included within the Report to Council demonstrates that sufficient financial resources will be available to carry out the redevelopment activity in the Project Area. 4. The Amended Redevelopment Plan conforms to the General Plan of the City of National City, including, but not limited to, the housing element of the General Plan, which substantially complies with the requirements of Article 10.6 (commencing with Section 65580) of Chapter 3 of Division 1 of Title 7 of the Government Code. 5. The carrying out of the Amended Redevelopment Plan will promote the public peace, health, safety, and welfare of the community and will effectuate the purposes and policies of the Community Redevelopment Law. Evidence supporting this finding includes the fact that redevelopment will benefit the Project Area by correcting conditions of blight, and by coordinating public and private actions to stimulate development and improve the economic and physical conditions within the Project Area, and by increasing employment opportunities within the City. 6. The condemnation of real property is necessary to the execution of the Amended Redevelopment Plan, and adequate provisions have been made for payment for property to be acquired as provided by law. Evidence supporting this finding includes the need to assemble sites for certain public facilities, to assemble developable units for economic activity, and to eliminate the existence of and prevent the recurrences of blight. 7. The CDC has adopted a feasible method and plan for the relocation of families and persons who might be displaced temporarily or permanently from housing facilities in the Project Area. The CDC also has a feasible method and plan for its relocation of businesses. Evidence supporting this finding includes the fact that the CDC has adopted the method of relocation for the National City Redevelopment Project, which sets forth a plan for relocation of families and persons who may potentially be displaced by Commission projects; the fact that the Amended Redevelopment Plan provides for relocation assistance according to law; and, the fact that such assistance, including relocation payments constitutes a feasible method for relocation. 8. (a) There are (or are being) provided, within the Project Area or within other areas not generally less desirable with regard to public utilities and public and commercial facilities and at rents or prices within the financial means of the families and persons who might be displaced from the Project Area, decent, safe, and sanitary dwellings equal in number to the number of the available to such displaced families and persons and reasonably accessible to their places of employment. Evidence supporting this finding includes provisions contained in the 1995 Amendment of the Redevelopment Plan that state, in the event that persons are to be displaced, there are sufficient existing dwellings which would be available to persons displaced by the implementation of the Amended Redevelopment Plan. (b) Families and persons shall not be displaced prior to the adoption of a relocation plan pursuant to Sections 33411 and 33411.1 of the Community Redevelopment Law; and, dwelling units housing persons and families of low or moderate income shall not be removed or destroyed prior to the adoption of a replacement housing plan. Evidence supporting this finding includes the fact that the 1995 Amendment of the Redevelopment Plan requires the CDC to adopt such plans prior to any such displacement. 9. NI noncontiguous areas of the Project Area are either blighted or necessary for effective redevelopment and are not included for the purpose of obtaining the allocation of taxes from the Area pursuant to Government Code Section 33670 without other substantial justification for their inclusion. Evidence supporting this finding includes the fact that all properties within the Project Area boundaries were included because they were under-utilized because of blighting influences, or were affected by the existence of blighting influences, or were necessary either to accomplish the objectives and benefits of the Amended Redevelopment Plan or because of the need to impose uniform requirements on the Project Area as a whole. Such properties will share in the benefits of the Amended Redevelopment Plan. 10. Inclusion of any lands, buildings, or improvements (which are not detrimental to the public health, safety, or welfare) is necessary for the effective redevelopment of the entire area of which they are a part; and, any such area is not included solely for the purpose of obtaining the allocation of tax increment revenues from such area pursuant to Section 33670 of the Community Redevelopment Law without other substantial justification for its inclusion. Evidence supporting this finding includes the fact that all properties within the Project Area boundaries were included because they were under-utilized because of blighting influences, or were affected by the existence of blighting influences, or were necessary either to accomplish the objectives and benefits of the Amended Redevelopment Plan or because of the need to impose uniform requirements on the Project Area as a whole. Such properties will share in the benefits of the Amended Redevelopment Plan. 11. The elimination of blight and the redevelopment of the Project Area could not reasonably be expected to be accomplished by private enterprise, acting alone without the aid and assistance of the Agency. Evidence supporting this finding includes the existence of blighting influences as set forth in the Report to the City Council and the inability of individual owners and developers to economically remove these blighting influences without substantial public assistance. 12. The requirement that a project area be predominantly urbanized as defined by Section 33320.1(b) of the Community Redevelopment Law is applicable only to a project area for which a final redevelopment plan is adopted on or after January 1, 1984, or to an area which is added to a project area by an amendment to a redevelopment plan, which amendment is adopted, nor after January 1, 1984. Because at the time of adoption of their respective redevelopment plans, the component project areas which comprise the Original Area either were not subject to this requirement or were determined to be predominantly urbanized, there is no need to make a finding that the Original Area is predominantly urbanized. As set forth in the Report to the City Council, there is sufficient evidence to support the fact that the Added Area is a predominantly urbanized area. 13. The time limitation and the limitation on the number of dollars to be allocated to the CDC that are contained in the Amended Redevelopment Plan are reasonably related to the proposed projects to be implemented in the Project Area and to the ability of the Commission to eliminate blight within the Project Area. This finding is based upon the fact that the limitation on the number of dollars allocated to the CDC reflects the anticipated costs of the public improvement projects proposed to be undertaken by the CDC pursuant to the Amended Redevelopment Plan and the time limitation contained in the Amended Redevelopment Plan reflects the anticipated time for the CDC to undertake such projects. Section 3. The City Council is satisfied that permanent housing facilities will be available within three years from the time residential occupants of the Project Area, if any, are displaced, and that pending the development of such facilities, there will be available to any such displaced residential occupants temporary housing facilities at rents comparable to those in the City at the time of their displacement. Evidence supporting this finding includes the City Council's finding that no persons or families of low and moderate income shall be displaced from residences unless and until there is a suitable housing unit available and ready for occupancy by such displaced persons or families and must be decent, safe, sanitary and otherwise standard dwellings. Section 4. A full and fair noticed public hearing having been held on the 2007 Amendment on June 19, 2007, and the City Council having considered all evidence and testimony for and against the adoption of the 2007 Amendment and all written and oral objections thereto, and the City Council having adopted written responses to the written objections received from any affected taxing agency or property owner before or at the noticed public hearing of June 19, 2007, and this City Council being fully advised in the premises, all written and oral objections to the 2007 Amendment to the extent not otherwise addressed in the Redevelopment Plan or not otherwise responded to are hereby overruled. Attachment 2 CITY OF NATIONAL CITY COMMUNITY DEVELOPMENT COMMISSION 140 E 12th St, Ste B, National City, CA 91950 Draft Report to the City Council 2007 AMENDMENT NATIONAL CITY REDEVELOPMENT PLAN PSG IN IELLIGENT COMMUNITY DEVELOPMENT June 2007 ROSCNOW SPEVACEK GROUP INC. 3U9 WEST 4T11 STREET SAN IA ANA, CALIFORNIA 92701-4502 T /14 541 4585 F 714 5411US E INFO' VICORSG ( .OM W EtiRSG.COM fEF'ONT TO COUNCIL COMMUNt IY DEVELOP MEN1 COMMIS ;ION City of National City TABLE OF CONTENTS Introduction Plan Amendment 1 A. Reasons for the Proposed Amendment and Description of Specific Projects Proposed and Ilow These Projects Will Improve or Alleviate Blighting Conditions Found in the Project Area Introduction 4 B. Description of the Physical and F,conomic Conditions Existing in the Project Area Physical Blighting Conditions 6 Economic Blighting Conditions 6 Study Approach and Methodology 7 Economic Conditions that Cause Blight 11 Parcels Needed for Effective Redevelopment 24 Physical and Economic Burden on Community 24 C. Five -Year Implementation Plan 26 D. Why the Elimination of Blight and Why Redevelopment Cannot be Accomplished by Private Enterprise. Acting Alone or by the Agency's Use of Financing Alternatives Other Than.Tax Increment 27 E. Method of Financing 28 l . Method of Relocation 29 G. Analysis of the Preliminary Plan 30 H. Report and Recommendations of the Planning Commission i0 1. Report of the Project Area Committee 30 d. General Plan. Conformance 31 K. Environmental Documentation 31 L. Report of the County Fiscal Officer 31 M. Neighborhood Impact Report 32 N. Summary of Agency Consultation with Affected Taxing Agencies 32 Attachment 1 Project Area Map With Current Eminent Domain 33 Attachment 2 - Negative Declaration 34 C.TiocumP.nt.s and Seltinus`ddavidLoedl Selhngs\Tam;,o y Inicme' riies.cLKt,L-.urail 2007 RTC 0 5 07 (31 we INTRODUCTION I PLAN AMENDM ENT The Community Development Commission of the City of National City ("CDC") is processing an amendment ("2007 Amendment") to the Redevelopment Plan for the National City Redevelopment Project ("Redevelopment Plan"). As proposed, the amendment will extend the Commission's existing authority to acquire property, as a last resort, through eminent domain to vacant property (as defined in the National City Municipal Code Section 7.06.20), and all commercial and industrial zoned properties in those areas which are currently subject to eminent domain authority within the National City Redevelopment Project Area ("Project Area"). The current exemption for single family residences would be expanded so that all housing uses, whether single-family or multi -family, are specifically excluded from the use of eminent domain. The CDC currently has the authority to acquire property through eminent domain until July 18, 2007 in the following areas: • Properties located immediately east and adjacent to National City Boulevard, between Division Street and the south City limits. • Properties located immediately west and adjacent to National City Boulevard, between Division Street and State Route 54. • Properties located immediately north and adjacent to Civic Center Drive, between Interstate 5 and National City Boulevard. • Properties located immediately south and adjacent to Civic Center Drive, between Interstate 5 and National City Boulevard. • Properties located, immediately north and south and adjacent to 8th Street, between Interstate 5 and "D" Avenue. • Properties west of Interstate 5, excepting the San Diego Unified Port District property. • Specific properties located immediately southwest of the intersection of Plaza Boulevard and Highland Avenue. This amendment will extend the CDC's authority to acquire property through eminent domain within these areas until 2019. The 2007 Amendment also includes the addition and modification of redevelopment plan text as it pertains to redevelopment actions and uses permitted in the project area. As proposed the amendment would add a provision for the CDC to pay all or part of the value of the land and the cost of the installation and construction of any publicly owned building, facility, structure, or other improvement within or without the Project Area pursuant to Health and Safety Code Section 33445. The 2007 Amendment would modify Section VII (c) of the Redevelopment Plan, thus allowing for used auto and truck sales when part of a new vehicle dealership and located on land within the Transportation Center district. The 2007 Amendment will also change the current exclusion of eminent domain on single-family homes (Exhibit D) to include all residential land uses, as well as revising Exhibit C - "Public Facilities/Infrastructure improvement Projects". j-ZSG Page 1 REPORT TO COUNCIL. COMMUNITY DEVELOPMENT COMMISSION City of National City No other changes to the Redevelopment Plan for the Project Area are included in this amendment. This docurnont is the CDC's Report to the City Council ("Report") for the proposed 2007 Amendment, and has been prepared pursuant to Section 33457.1 and 33352 of the California Community Redevelopment Law, Health and Safety Code Section 33000 et seq. ("Laud"). Pursuant to Section 33352 of the Law, the Report provides information, documentation and evidence to assist the City Council of National City with their consideration of the 2007 Amendment and in making the various determinations in connection with its adoption. This Report supplements the documentation and evidence contained in previous Reports to the City Council ("Original Reports"), prepared in connection with the original Redevelopment Plan and subsequent amendments; the Original Reports are incorporated herein by reference. Section 33457.1 of the Law dictates the required components of this Report. More specifically, Section 33457.1 states that the information required by Section 33352 is the only information warranted by the 2007 Amendment. Much of the information normally required that pertains to adopting a redevelopment plan was previously documented and presented in the Original Reports. Contents of this Report The contents of this Report are presented in fourteen -(14) sections, which generally correspond to the subdivisions presented in Section 33352 of the Law. The sections are as follows: A. Reasons for the Proposed Amendment and a Description of Specific Projects Proposed and How These Projects Will Improve or Alleviate Blighting Conditions Found in the Project Area B. Description of the Physical and Economic Conditions Existing in the Project Area C. Five -Year Implementation Plan D. Why the Elimination of Blight and Why Redevelopment Cannot be Accomplished by Private Enterprise Acting Alone or by the Agency's Use of Financing Alternatives Other Than Tax Increment E. Method of Financing F. Relocation Plan G. Analysis of the Preliminary Plan H. Report and Recommendations of the Planning Commission I. Report of the Project Area Committee J. General Plan CoNfor mance RSG Page 2 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of National City RSG K. Environmental Documentation L. Report of the County Fiscal Officer M. Neighborhood Impact Report N. Summary of Agency Consultation with Affected Taxing Agencies Page 3 SECTION A Reasons for the Amendment and Description of Specific Projects Proposed and How these Projects will. Improve or Alleviate Blighting Conditions Found in the Project Area The CDC seeks to arnend the Redevelopment Plan and extend the CDC's eminent domain authority (subject to all required procedures under California law) within the area identified as the 2007 Amendment Area as illustrated in Attachment 1. Specifically excluded from eminent domain are properties that are used for residential purposes. The CDC's authority to use eminent domain to acquire property shall run for 12 years from the effective date of the 2007 Amendment to the Redevelopment Plan. The 2007 Amendment also includes the addition and modification of redevelopment plan text as it pertains to redevelopment actions and uses permitted in the project area. As proposed the amendment would add a provision for the CDC to pay all or part of the value of the land and the cost of the installation and construction of any publicly owned building, facility, structure, or other improvement within or without the Project Area pursuant to Health and Safety Code Section 33445. The 2007 Amendment would modify Section VII (c) of the Redevelopment Plan, thus allowing for used auto and truck sales when part of a new vehicle dealership and located on land within the Transportation Center district. The 2007 Amendment will also change the current exclusion of eminent domain on single-family homes (Exhibit D) to include all residential land uses, as well as revising Exhibit C — "Public Facilities/Infrastructure Improvement Projects". The 2007 Amendment does not amend, modify, change or affect in any way modify the Project Area boundaries. The CDC is undertaking the 2007 Amendment in order to expand its ability to assemble sites, thereby facilitating commercial, industrial and residential redevelopment projects in the Project Area. The CDC adopted the 1995 Redevelopment Plan authorizing the current limited eminent domain authority. The 1995 Report to the City Council ("1995 Report") cited socioeconomic conditions such as low median household income, high unemployment, high proportion of residential tenants versus home owners and low residential rents as blighting factors. The 1995 Report also discussed the mixture of land uses many of which are incompatible and/or obsolete as well as small parcel sizes and limited public infrastructure as additional blighting conditions. To facilitate the elimination of the above blighting conditions the CDC has initiated public right-of-way improvements, specific plans for development and environmental reruediation of toxic sites over the last 12 years. kc;G Unfortunately, these efforts alone have not been successful in the elimination of blight from the Project Area. The CDC's overall efforts have been limited, due to the inability to negotiate land purchase transactions with private property owners. While the CDC has pursued land acquisition and consolidation through open market transactions and limited eminent domain actions, the lack of eminent domain in many commercial and industrial corridors has constrained redevelopment efforts. Because the CDC cannot forcefully encourage property owners to either redevelop or sell abandoned and dilapidated properties, many of these properties continue to be neglected 12 years later. Page 4 REPORT TO COUNCIL COMMUNITY DFVELOPME'I1 COMMISSION city of National City Adopting the 2007 Amendment will extend the Redevelopment Plan's eminent domain authority and afford the CDC one additional tool to eliminate blight in the Project Area, through the facilitation of land assemblage activities or the purchase of dilapidated properties within the areas identified in Attachment 1. RSG Page 5 SECTION B Description of the Physical and Economic Conditions Existing in thy, Project Area This section summarizes the existing physical and economic conditions within the 2007 Amendment Area. PIIYSICAL BLIGHTING CONDITIONS Section 33031(a) of. the Law describes physical conditions that cause blight as follows: 1. Buildings in which it is unsafe or unhealthy for persons to live or work. These conditions may be caused by: a. Serious building code violations, b. Serious dilapidation and deterioration caused by long-term neglect, c. Construction that is vulnerable to serious damage frorn seismic or geologic standards, d. Buildings suffering from faulty or inadequate water or sewer utilities. 2. Conditions that prevent or substantially hinder the viable use or capacity of buildings or lots. These conditions may be caused by: a. Buildings of substandard, defective, or obsolete design given present general plan, zoning, and other development standards. 3. Adjacent or nearby incompatible land uses that prevent the development of those parcels or other portions of redevelopment project areas. 4. The existence of subdivided Tots that are in multiple ownership and whose physical development has been impaired by their irregular shapes and inadequate sizes, given present general plan and zoning standards and present market conditions. ECONOMIC BLIGIITING CONDITIONS Section 33031(b) of the Law describes the following economic conditions that cause blight: 1. Depreciated or stagnant property values. 2. Impaired property values due to significance in the presence of hazardous waste where the agency may be eligible to use its authority as specified in Article 12.5. 3. Abnormally high business vacancies, abnormally low lease rates, or an abnormally high nurnber of abandoned buildings. RSG f'ay( 6 REPORT TO COUNCIL COMMUNITY DFVELOPMENI COMMISSION City of National City 4. A serious lack of necessary commercial facilities such as those normally found in neighborhoods including grocery stores, drug stores, and banks and other lending institutions. 5. Serious residential overcrowding that has resulted in significant public health or safety problems. As used in this paragraph, `overcrowding' means exceeding the standard referenced in Article 5 (commencing with Section 32) of Chapter 1 of Title 25 of the California Code of Regulations. 6. An excess of bars, liquor stores, or adult -oriented businesses that has resulted in significant public health, safety, or welfare problems. 7. A high crime rate that constitutes a serious threat to the public safety and welfare. STUI)Y APPROACH AND METHODOLOGY Several data sources were utilized to quantify existing conditions of the properties within the 2007 Amendment Area. An important data source was a field survey. conducted by Rosenow Spevacek Group, Inc. ("RSG"), consultants to the CDC, in April of 2007. The survey encompassed those areas of the Project Area currently subject to eminent domain. Existing physical and economic conditions of each parcel, as observed from the public right-of-way, were documented. The observed physical and economic blighting conditions included deterioration and dilapidation, structural obsolescence, incompatible adjacent land uses, defective/substandard design and inadequate parcel size. Photographs illustrating the observed blighting conditions are included as Attachment 2 to this Report. The analysis and assessment of the blighting conditions found within the 2007 Amendment Area, is based upon the following sources: 1. The April 2007 field survey by RSG. 2. Commercial and industrial lease rates and vacancy rates from Grubb and Ellis, CB Richard Ellis, Inc. and CoStar Commercial Real Estate. 3. Information and data from the City of National City's General Plan. 4. Information from the City of National City Code Violation Department. 5. Information from the National City Fire Department 6. Information from the National City Police Department While RSG believes all information sources to be reliable, it is not responsible for the accuracy of data provided by such sources. The survey and supplementary research included analyzing the 2007 Amendment Area to determine the conditions of blight present. The primary blighting conditions observed during the survey were dilapidation and deterioration of buildings and buildings with RSG Page 7 REPORT I-O COUNCIL COMMUNII V DEVELOPMENT COMMISSION City of National City substandard or defective design, A summary of these blighting conditions is presented in Table B-1. Physical Blighting Conditions in 2007 Amendment Area Exhibit B-1 National City Community Development Commission Physical Blighting Condition Detrioration and Dilapidation Substandard or Defective Design No. of % of 2007 Occurrences Amendment Area 493 71.24% 386 55.78% * Note: Some parcels have one or more blighting conditions. Source: I1SG field Survey Buildings Unsafe/Unhealthy to Live or Work In Section 33031(a)(1) of the Law describes physical conditions that cause blight to include "Buildings in which it is unsafe or unhealthy for persons to live or work. These conditions may be caused by serious building code violations, serious dilapidation and deterioration caused by Tong -term neglect, construction that is vulnerable to serious damage from seismic or geologic hazards; and faulty or inadequate water or sewer utilities," The following discussion substantiates the presence of serious dilapidation and deterioration caused by Tong -term neglect in the 2007 Amendment Area. Serious Dilapidation and Deterioration Structures were determined to be dilapidated or deteriorated if they were suffering from deteriorating roofing or eaves; peeling paint; damaged exterior building material; exposed wiring or plumbing; and/or if the buildings were constructed with substandard building materials. Of the 692 parcels identified as being blighted, there were 493 occurrences of dilapidation and deterioration in the 2007 Amendment Area (71.2%). RSG I'age 8 •. 4 REPORT TO COUNCIL COMMUNITY DEVELOfMI-NT COMMISSION City of National City Photo 1: This photo depicts a building along Civic Center Drive showing signs of a rusting metal roof indicating lack of weather proofing materials. Photo 2: Damaged exterior building material on a building along Civic Center Drive. Photo 3: Along Cleveland Avenue this photo depicts a building showing signs of a rusting metal roof indicating lack of weather proofing materials. The property also has broken windows and damaged exterior building materials. Page 9 FHEPOIiT TO COUNCIL COMMUNITY OFVFI OPMENT COMMISSION City of National City Photo 4: Along Civic Center Drive this building has damaged or deteriorating roof eaves and damaged exterior building materials. Physical Factors that Prevent or Substantially Hinder the Economically Viable Use of Buildings or Lots Section 33031(a)(2) of the Law describes physical conditions that cause blight to include "Factors that prevent or substantially hinder the economically viable use or capacity of buildings or lots. This condition can be caused by a substandard design, inadequate size given present standards and market conditions, lack of parking, or other similar factors." The following discussion substantiates the presence of inadequate lot and building size, lack of parking, substandard design and obsolescence. Substandard or Defective Design There were several examples of substandard building materials observed in the properties affected by the 2007 Amendment. Corrugated metal sheeting is a primary example and is not a permitted building material according to the City code. The corrugated metal readily deteriorates from the weather and becomes more structurally unsound as it warps from the elements. Canvas and plastic tarps are also prevalent and are not permitted to be used as building materials by the City. The results of the field survey indicate approximately 429 incidences of substandard or defective designs were present in the 2007 Amendment Area. RSG The industrial parcels affected by the 2007 Amendment represent the older style of development, offering limited or no amenities. Modern industrial buildings often use concrete tilt -up walls that can withstand the physical demands associated with industrial uses. The Project Area has multiple examples of wood -frame residential structures converted to industrial use. Residential wood -frame buildings are not designed to withstand industrial use requirements that may include production equipment or storage mounted to the walls as well as the high level of wear and tear associated with these non-residential activities. These activities cause the wood -frame structure to become dilapidated and wear down prematurely from the high -demands of industrial as well as commercial usage. Other inadequacies of older structures built for other uses include insufficient electrical supply, storage, and indoor manufacturing areas. Page 10 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of National City Photo 5: Substandard building materials and obsolete design of an abandoned building located on Cleveland Avenue. Photo 6: Substandard building materials and obsolete design of a vacated building located along Harrison Avenue. Photo 7: This photo depicts structures on a property along Civic Center Drive constructed with substandard building material. The strictures also show signs of deterioration and dilapidation. RAG Page 11 REPORT 10 COUNCIL GOMMUNI(Y DEVELOPMENT COMMISSION City of National City Structural Obsolescence While inadequate loading, parking and storage are characteristics of small lot size, these deficiencies are also indicative of properties 25 years or older. The deficiencies associated with many older properties are often referred to as obsolescence. Obsolescence is the result of a combination of blight factors, including the age of buildings, lack of maintenance, and a lack of desirable amenities such as parking and tenant improvements that occur as contemporary market standards evolve. For these reasons, obsolescence results in factors that substantially hinder the economically viable use of buildings and lots. Commercial and industrial development standards have changed significantly since the 1965 when over 40% of the commercial and industrial properties in the Project Area were developed. Modern industrial developments offer larger floor and lot sizes along with amenities such as landscaping, on -site parking and adequate loading areas for larger delivery vehicles. Commercial and industrial uses without adequate area often negatively affect surrounding properties through competition for on -street parking and on -street deliveries that restrict access to surrounding properties. Incompatible Adjacent Uses Incompatible adjacent uses where commercial and/or industrial properties are directly adjacent to residential uses were noted on 87 of the properties within the area affected by the 2007 Amendment. Outdoor manufacturing was commonly observed without any noise buffers to surrounding residences. Toxic dust created by outdoor industrial repairs and production drifts in an airborne state to surrounding residential properties, presenting a significant detrimental health and safety condition to these residents. Photo 8: Along McKinley Avenue a residential building between two industrial uses is incompatible for both residential occupants and industrial uses as there are no buffers between the two. FSC Page 12 REPORT TO COUNCIL COMMUNITY DCVELOPMENT COMMISSION City of National City Photo 9: Residential use along 22nd street adjacent to an industrial use. Photo 10: Residential use along Cleveland Avenue adjacent to an industrial use. Inadequate Lot Size Small parcel sizes particularly in the commercial corridors of 8th Street as well as the industrial portions of the Westside area north of 22nd Street hinder these parcels ability to be rehabilitated and redeveloped. Current development standards for neighborhood commercial development generally require at least a two -acre site and a four -acre site for light -industrial development. There are only 10 properties of four or more acres and 34 properties of two or more acres affected by the 2007 Amendment with 585 commercial or industrial properties being Tess than one-half acre. Inadequate lot size results in development that either (1) lacks adequate parking, loading and vehicle access; or (2) prohibits redevelopment and reuse of parcels because the density of development that exists today would not be allowed without provisions for adequate parking, loading and vehicle access. New development constructed to modern development standards would be required to provide adequate parking, loading and vehicle access, which many commercial and industrial parcels in the Project Area c Page 13 REPORT TO COUNCIL COMMUNITY DFVELOPMENT COMMISSION City of National City cannot accommodate. Once these amenities are included, the small lot sizes yield development that is substantially below allowed floor -area -ratios (density) and cause new development to be incapable of supporting the going land values in the Project Area. Photo 11: Along Cleveland Avenue If companies cannot find a consolidated site for operations they use nearby sites and have to transport goods between the areas. This is an unsafe condition for other vehicles as well as the driver of the forklift. Photo 12: The staging of vehicles to berepairedon the sidewalk is shown in this picture of a property along 14th Street. Photo 13: Another instance of staging of vehicles to be repaired on the sidewalk. Page 14 REPORT TO COUNCIL COMMUNITY DFVFl OPMENT COMMISSION City of National City Photo 14: Another instance of staging of .vehicles to be repaired as Well as the repair of vehicles on the sidewalk. Excessive site coverage can also hinder the economically viable use or capacity of buildings or Tots. There are industrial buildings in the area which lack adequate floor space for inside manufacturing and storage. As operations overflow outside into already constrained parking areas, there is nowhere for the parking needs to be met, except for the already congested street area. Inadequate loading is another typical characteristic of properties with insufficient lot size. Often small Tots must employ sidewalk and/or street loading due to the lack of adequate on -site space. Unloading in the right-of-way; impedes access to businesses, reduces vehicle sight lines for pedestrian and other vehicular traffic as well as restricts traffic flow creating a hazardous traffic condition. Photo 15: Along Cleveland Avenue, the loading area for this industrial building is inadequate to accommodate larger delivery vehicles such as the one pictured. This creates access issues for the other vehicles seeking to enter and exit the area. RSG Page 15 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of National City G Photo 16: The loading and delivery area for this industrial building along 14th Street is inadequate to accommodate larger delivery vehicles such as the one pictured. Photo 17: The loading area for this industrial building along Cleveland Avenue shows signs of inadequate space. Outdoor storage and manufacturing is common throughout the Project Area for both commercial and industrial properties. Commercial properties often use outdoor storage for excess materials, trash and other items. The presence of outdoor storage is an indicator that the existing building stock provides inadequate building space for existing business activities. Businesses are using temporary canvas tarp (tent) buildings as permanent additions to existing areas for outdoor manufacturing and production. The 2007 Amendment will provide the CDC with a tool to assemble adequately sized properties, in which site development can meet modern market standards. Faye 16 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of National City Photo 18: Along Tidelands Avenue, this photo depicts the use of outdoor areas for storage of materials. Photo 19: This photo indicates outdoor storage of materials on a property along Civic Center Drive. Photo 20: This photo indicates outdoor storage of materials on a property along Civic Center Drive. RSG Page 17 REPORT TO COUNCIL COMMUNII Y L EVPLOPMENT COMMISSION City of National City Photo 21: Along McKinley Avenue This photo indicates outdoor storage of materials. Code Enforcement Violations Violations of Local or state building, codes are a blighting condition identified under Section 33031(a) of the Law. Buildings and structures that do not meet current uniform building requirements, or other local codes mandated to ensure human health and safety, pose a threat to the workers, patrons, and residents of an area. Based on discussions with City staff, most code enforcement cases require at least one, if not two to three additional follow up visits to make sure the violation is not reoccurring. The following is a list of code violations observed by City staff in the commercial and industrial corridors of the properties affected by the 2007 Amendment: • Unsafe wiring such as extension cords being used as permanent wiring, this fire hazard was typically observed in residential structures converted to commercial and industrial uses: ▪ Public right-of-way (streets and sidewalks) being used for manufacturing and repair area, particularly for auto related businesses, which leads to manufacturing debris and pollution being left in the public right-of-way and a hazard to pedestrians; • Due to overcrowding on street parking in commercial and industrial areas, commercial and industrialvehicles are stored on nearby residential streets. Small parcel size also leads to parking of vehicles on grass and other non -paved surfaces, which has contributed to environmental contamination of the Project Area; Public streets being used for loading and unloading of merchandise, usually blocking or impairing traffic, which is a safety hazard for drivers and pedestrians; • Canvass or plastic tarps were often observed being used as Tong-terrn roof covering or to creating an unsafe building addition as well as permanent outdoor work areas; I-ZSG I'agt-! 18 REPORT TO COUNCIL COMMUNITY UEVEI OPMEN r COMMISSION City of National City • Inadequate securing of trash in dumpster enclosures leads to unsanitary conditions; • Illegal dumping of trash (including vehicles) was observed throughout the Project Area, particularly on vacant property or abandoned commercial and industrial properties; • Residential structures converted to non-residential uses without proper permits. Without proper permitting/inspections residential structures cannot be properly evaluated if they are suitable for industrial conversion. For example, multiple residential structures that were being used for commerciaVindustrial uses were observed to have excessive storage facilities (over 120 square feet of area) in the dedicated setback area, creating a fire hazard; • Outdoor chemical usage in addition, to toxic manufacturing with exhaust and particle venting not to code. This was often observed with outdoor auto repair shops, which in multiple cases are next to residential uses; It is important to note that if all code enforcement violations were corrected in the properties affected by the 2007 Amendment, blighting factors such as environmental contamination, flooding, inadequately sized parcels and unsafe traffic conditions would still remain and the 2007 Amendment would still be justified and beneficial for the Project Area. ECONOMIC CONDITIONS THAT CAUSE BLIGHT The preceding section discussed physical conditions, which are indicators of physical blight within the proposed 2007 Amendment Area. This section will present existing economic conditions that are indicative of blight. To accurately represent existing economic conditions, the 2007 Amendment Area has been analyzed and information has been gathered from the City, the County, and private sources 10 document the deteriorating economic conditions of the 2007 Amendment Area. The primary economic blighting conditions noted in the 2007 Amendment Area were low lease rates, impaired property values due in part to hazardous wastes, and high crime rates. Lease Rates Based on real estate market publications, the Project Area has an average lease rate of $1.25 per square foot for retail properties, which is $0.88 per square foot lower than surrounding markets. Office lease rates are generally $1.98 per square foot or $0.35 - $0.44 per square foot lower than surrounding markets. Overall lease rates within the Project Area tend to be lower than in the surrounding markets because the buildings in the Project Area are older and lack amenities and do not provide opportunities for expansion. Table B-2 shows retail and office lease rates for the Project Area are in the low range when compared to the City of Chula Vista and the County average. Page 19 REPORT TO COUNCIL COMMUNITY DEVL:LOVMENT COMMISSiON City of National City Lease Rates TABLE B-2 National City Community Development Commission Lease Rate Office Retail National City Chula Vista San Diego County Source: Grubb & Ellis $1.98 $2.33 $2.42 $1.25 $2.13 $2.13 According to real estate professionals there are a number of issues that act in concert to impede the economic success of real estate within the some of the older industrial and commercial corridors of the Project Area. For example, when the area developed, the standards for industrial development allowed for smaller lot sizes than would be permitted today and reduced set -backs from other properties. It was also noted that the age of many industrial and commercial buildings renders them obsolete in today's market. Deficiencies mentioned include: Small building size; Lack of parking on -site and off-street; Lack of access to industrial sites; Lack of other amenities or inadequate amenities such as loading and storage; Low ceiling heights which restrict indoor operations and lead to outdoor manufacturing and/or storage. The overall lack of amenities offered by a majority of industrial and commercial properties in the Project Area attracts less desirable uses which impacts the rents landowners are able to charge. Lower lease rates generally result in little net income to reinvest in buildings to improve their condition. An adequate revenue stream is necessary to enable property owners to perform routine maintenance of their properties. Without funding for repairs, deferred maintenance issues could become health and safety concerns. This may be especially true for older buildings. Impaired Property Values Due in Significant Part to Hazardous Waste The Project Area has multiple locations of environmental concern, most of these sites are found in the area affected by the 2007 Amendment, particularly the Harbor District. Generally there are three land -uses generating environmental contamination in the 2007 Amendment area; large industrial uses (particularly in the Harbor District) along with auto repair facilities, and small-scale industrial manufacturing. The Harbor District is approximately 300 acres of industrial and distribution area at the western edge of the Project Area between Interstate 5 and the San Diego Unified Port District ("Port District") Property along San Diego Bay. In 2003 the CDC undertook a Brownfield's Grant Study Project ("Study Project") with the United States Environmental Protection Agency to determine the extent of the pollution in the Harbor District. The Study Project divided the Harbor District into thirteen (13) sites for individual analysis and concluded that each of the sites likely suffered from hazardous materials contamination, while for some sites there was positive confirmation of contaminated soil and groundwater. RSG Page 20 REPORT TO COUNCIL COMMUNfI Y ocvrl OPMENT COMMISSION City of National City Historically the Harbor District was developed between 1885 and 1925 as a railroad staging area for transferring goods to ships on San Diego Bay. Industrial uses in the Harbor District over the last 100 years include: oil recycling and other oil distribution/refining facilities that used underground and aboveground storage tanks (including several gas stations), an ordnance company, aircraft parts manufacturer, a battery manufacturer, tank cleaning businesses, automotive servicing (including wreckers), machine and lumber storage, tool machining and metal fabrication, finishing and plating companies and gravel operations. At the time some of these businesses operated protective environmental regulations that are in place today did riot exist. According to the Study Project many of these uses have resulted in the following types of pollution: soil and groundwater contamination with oils, lubricants, solvents, lead, and asbestos, PCBs, 'corrosives, petroleum hydrocarbons, metals and volatile organic compounds ("VOC's"). Many of these uses generated hazardous wastes that in several cases were illegally disposed of onsite. At least 10 monitoring wells have been installed in the Harbor District to investigate subsurface conditions, with elevated petroleum hydrocarbons having been detected in soil as well as the presence of petroleum hydrocarbons, metals and VOCs confirmed in groundwater monitoring wells. In addition, data obtained in connection with the Study Project shows that environmental sites requiring remedial investigation or that have recently undergone remedial action are highly concentrated in the Project Area. Available data for said environmental sites includes properties for which investigation and/or clean-up efforts are headed by one of the following lead agencies; San Diego Department of Environmental Health, California Regional Water Quality Control Board; and the California Department of Toxic Substances Control. Furthermore, according to environmental attorneys involved with the Study Project and the creation of the City's Brownfield Redevelopment Information System, sites located within the 2007 Amendment Area that have already undergone remedial action are not necessarily presumed suitable for all uses. While the CDC currently has eminent domain authority in the Harbor District and along National City Blvd, it is set to expire in July of 2007 and the 2007 Amendment would extend the CDC's eminent domain authority until 2019 to assist, if necessary, in the clean up of these properties. Photo 22: This Property along National City Boulevard suffers from environmental contamination and cannot be built upon for the foreseeable future. Storage activities are the only usage this site is able to maintain until the pollution subsides and the ground stops sinking. RSG Page 21 RLPOUT TO COUNCIL COMMUN(I Y DEVF1 OPMEN1 COMMISSION City of National City Photo 23: Along Bay Marina Drive this site suffers from environmental contamination and is under remediation. However remediation does not guaranty that the site can be built upon in the foreseeable future. The National City Fire Department ("Fire Department") in conjunction with the County issues permits for businesses handling hazardous materials ("Haz-Mat"). Currently, there are approximately 343 Haz-Mat permits in the City, with a high percentage of these being issued in the commercial and industrial corridors of the 2007 Amendment area. Fire Department staff believes the number of actual hazardous materials users or businesses with Haz-Mat permits that do not list all of the hazardous materials used on site, is often times much higher than the actual number of permits issued. During the time period between April 2006 and April 2007, the National City Fire Department responded to 15 Haz-Mat and hazardous release investigation calls inside the 2007 Amendment area. RSG Outdoor manufacturing is a cause of hazardous materials being released in the outside environment, particularly with automobile related businesses. Many auto body shops were observed to be doing grinding of parts and spraying of toxic materials outside. This practice sends these hazardous materials airborne, often to surrounding residents. When these contaminants settle to the ground they either soak into the soil or run into the storm drains as contaminated urban runoff. This runoff eventually finds its way into San Diego Bay. Further, contributing to these conditions are some of the storage practices for chemicals and debris observed during the tield survey. Approximately 40% of properties were found to have signs of garbage, debris, stagnant water and/or combustible materials on site. Outdoor storage while being unsightly is also dangerous as holding containers are subjected to weather elements and decompose more rapidly. Numerous substandard building additions were observed to be used for hazardous materials storage. Many of these sheds are made of plywood or canvass tarps that in and of themselves present a fire hazard, but when these substandard structures are combined with hazardous materials storage and usage, it become a significant environmental and fire hazard to the surrounding structures many of which are residential. Page 22 REPORT TO COUNCIL COMMUNITY r,r vFt OPMFNT COMMISSION City of National City Crime A high crime rate that constitutes a serious threat to public safety and welfare is a condition of economic blight. In order to assess the impact of crime within the Project Area, information regarding the incidence of violent and other serious property crime reported by the National City Police Department was analyzed. All police agencies in the County report their crime statistics to the Automated Regional Justice Information System ("ARJIS"), which is a regionally standardized system that enables comparisonof the number of crimes reported by jurisdictions across the County. ARJIS reports to the same categories as the nationally recognized Federal Bureau of Investigation ("FBI") Crime Index. The Index includes four violent offenses (willful homicide, forcible rape, robbery, and aggravated assault) and three types of property crimes (burglary, larceny theft, and motor vehicle theft). The offenses included in the FBI Index were selected due to their serious nature and/or volume, as well as the probability that these crimes will be reported to the police. Crime rates in Table B-3 were computed by occurrence per 1,000 persons using San Diego Association of Government 2006 population estimates. The regional crime rate based on ARJIS incorporates both local jurisdictions and unincorporated areas in the County. The 2006 County crime rate based upon ARJIS is 34.2 crimes per i ,000 persons. The 2006 crime rate for the Cities of Chula Vista and San Diego are 35.8 and 39.4 respectively. The 2006 crime rate in National City is 47.4 per 1,000 or 39% higher than the County average and 32% and 20% higher than the Cities of Chula Vista and San Diego respectively. The table on the following page uses data from the 2006 calendar year for all jurisdictions. In addition to having the highest overall crime rate in 2006, National City's crime rates were higher for the following individual categories; robbery, aggravated assault, burglary, and motor vehicle theft. The City had the second highest theft rate and similar murder and rape rates as the rest of the County. Due to the reporting format of ARJIS, crime data for National City is city-wide, which is larger than the proposed 2007 Amendment area. However, it is furthermore determined that a disproportionate share of the City's crime occurs within the boundaries of the 2007 Amendment Area. With the assistance of National City Police Department crime analysts, it is presumed that approximately 12.6% of the City's total reported crimes occurred within the boundaries of the 2007 Amendment area even though the area only constitutes approximately 8.5% of the City's total area PARCELS NEEDED FOR EFFECTIVE REDEVELOPMENT Section 33321 of the Law states that a project area need not be restricted to buildings and properties that are detrimental to the public health safety or welfare, but may consist of an area in which such conditions predominate and injuriously affect the entire area. A project area may include lands, buildings or improvements which are not detrimental to the public health, safety or welfare, but whose inclusion is found necessary for the effective redevelopment of the area. Areas cannot be included for the sole purpose of obtaining the allocation of tax increment revenue but must have substantial justification that they are necessary for effective redevelopment. RSG Page 23 I1LI'O`iT TO COUNCII COMMUNITY DI-vCI OrMINT COMMISSION City of National City This Report documents that in the area affected by the 2007 Amendment there are parcels that do not exhibit blighting conditions but that they are interspersed with parcels that are blighted and necessitate inclusion in the 2007 Amendment area. The number of and severity of blighted parcels in the Project Area negatively affects the non -blighted parcels because of their appearance and proximity. In addition, there are certain types of blighting conditions that cannot be directly linked to a particular parcel such as substandard on -street parking, which is a cumulative factor. If only parcels that exhibited blighting conditions were included, the 2007 Amendment would not be a contiguous area. The intention of the CDC through the 2007 Amendment is to facilitate rehabilitation programs that will cure health and safety issues and improving the appearance of the Project Area. PIIYSICAL AND ECONOMIC BURDEN ON COMMUNITY When evaluated in whole, the numerous physical and economic conditions described in this section of the Report are a serious physical and economic burden on the community. This burden cannot reasonably be expected to be reversed or alleviated by private enterprise and/or existing governmental authority, without the 2007 Amendment. A summary of the issues includes: • The documented 'presence of environmental contamination in the industrial corridors of the Project Area, causes safety hazards to area occupants and the cost of removal of these substances increases rehabilitation costs. These conditions are an economic burden on the community as property owners choose to maintain obsolete buildings on polluted sites, instead of pursuing new development which would likely require an expensive cleanup of pollutants. • Obsolete buildings attract lower commercial and industrial lease rates, which provide Tess revenue for property owners to make regular repairs and upgrades. Without periodic maintenance, buildings becorne deteriorated or even dilapidated due to lack of reinvestment in the properties. • The higher crime rates in the City/Project Area require more calls for service which increases municipal costs and creates an additional burden on community services as public resources are diverted. • Incompatible adjacent uses where commercial and/or industrial properties are directly adjacent to residential uses could subject residents to toxic dust created by outdoor industrial repairs and production. • Response -based code enforcement is unable to address all of the health and safety code violations that exist in the commercial and industrial corridors of the Project Area. The added municipal cost of code enforcement activity is also a burden on the community as municipal resources are diverted from other programs to address code violations. • Inadequate lot size compounds blighting conditions in the Project Area, as these parcels are not of adequate area to accommodate the necessary parking and RSG Page 24 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of Notional City loading amenities, while maintaining safe access to the site. Redevelopment of the small sized parcels in the Project Area is not economically viable for private development, which results in a lack of investment in new development that continues to negatively impacting the surrounding community. The extension of eminent domain authority would provide another tool to assist the CDC in correction of these and other blighting conditions for the properties affected by the 2007 Amendment. The private marketplace has not been successful in achieving the needed lot consolidations for new development due to limited number of property owners willing to enter into negotiations. Utilizing eminent domain would provide the CDC with a greater ability to achieve the Redevelopment Plan goals. The 2007 Amendment would provide the CDC with the ability to rectify the inadequately sized properties, improve circulation, make improvements to the commercial and industrial properties and remove substandard dilapidated buildings. Page 25 SECTION C Five -Year Irnplementation Plan On June 14, 2005, the CDC adopted its current Five -Year Implementation Plan ("Implementation Plan") for the Project Area. The Implementation Plan was prepared pursuant to Section 33490 of the Law and contains specific goals and objectives for the Project Area, the specific projects, and expenditures to be made during the five-year planning period, and an explanation of how these goals, objectives and expenditures will eliminate blight within the Project Area. The Implementation Plan is not affected by the proposed 2007 Amendment. The Implementation Plan is incorporated herein by reference. RSG Page 26 SECTION 1 Why the Elimination of Blight and Why Redevelopment Cannot be Accomplished by Private Enterprise Acting Alone or by the CDC's use of Financing Alternatives other than Tax Increment Section 33352(d) of the Law requires an explanation of why the elimination of blight in the Project Area cannot be accomplished by private enterprise alone, or by the CDC's use of financing alternatives other than tax increment financing. This information was previously provided in the supporting documentation prepared and provided at the time of the adoption of the existing Project Area. The 2007 Amendment will not make any changes that would affect the validity of the previously prepared documentation supporting the need for tax increment. Page 27 SECTION E Method of Financing 1 he method of financing redevelopment activities was provided in the Original Reports when the Project Area was adopted. The 2007 Amendment will not alter the Project Area boundaries, affect the base year value or change the proposed method of financing. Therefore the 2007 Amendment does not warrant that the method of financing be reviewed. R SG ['age 28 REPORT TO COUNCIL COMMUNITY DEVELOPMENT COMMISSION City of Notional City SECTION F Method of Relocation Sections 33352(f) and 33411 of the Law require the CDC to prepare a method or plan tor the relocation of families and persons who may be temporarily or permanently displaced from housing facilities located within the Project Area. The Law also requires a relocation plan when nonprofit local community institutions are to be temporarily or permanently displaced from facilities actually used for institutional purposes in said Project Area. In addition, the Law requires relocation assistance for commercial and industrial businesses displaced by redevelopment activities. The CDC has previously approved the Relocation of Persons Displaced ("Method of Relocation"), which was amended on July 18, 1995. The final Method of Relocation is incorporated herein by reference and is on file with the Secretary of the CDC. Ci Page 29 REPORT 10 COUNCIL COMMUNITY DEVE.LOPMFNT COMMISSION City of National City SECTION G Analysis Of The Preliminary Plan An analysis of the Preliminary Plan was provided in the supporting documentation prepared at the time the Project Area was adopted. Pursuant to Section 33457.1 of the Law, because the analysis of the Preliminary Plan remains the same and is not affected by the 2007 Amendment, additional analysis is not required. SECTION H Report And Recommendation Of The Planning Commission Section 33352(h) of the Law requires inclusion of a report and recommendation of the National City Planning Commission ("Planning Commission"). The report and recommendation of the Planning Commission was provided in the supporting documentation prepared at the time the Project Area was adopted. The CDC did not request a new report and recommendation from the Planning Commission for the 2007 Amendment, because it does not affect the Plan's land use provisions and it was previously determined that the existing Plan was in conformance with the adopted General Plan of National City. Therefore, it was not necessary to require the Planning Commission to make additional findings. SECTION I Report Of The Project Area Committee Pursuant to the Law, a redevelopment agency shall call upon the property owners, residents, business tenants and existing community organizations in a redevelopment project area, or amendment area, to forrn a project area committee ("PAC") if: (1) granting the authority to the agency (CDC) to acquire by eminent domain property on which persons reside in a project area in which a substantial number of low- and moderate -income persons reside; or (2) add territory in which a substantial number of low- and moderate -income persons reside and grant the authority to the agency to acquire by eminent domain property on which persons reside in the added territory. The CDC did not form a PAC because the 2007 Amendment specifically excludes properties that are used for residential purposes, and no projects or programs have been identified that will displace low- and moderate -income persons. Therefore, it was not necessary to form a PAC pursuant to Section 33385.3 for the purposes of making additional findings. REPORT TO COUNCIL COMMUNITY DEVELOI'MENT COMMISSION City of National City SECTION J General Plan Conformance The 2007 Amendment does not contain provisions which would alter land use designations, nor does the proposed 2007 Amendment affect the land use provisions of the Plan. Information that determined the Plan was in conformance with the General Plan was provided in the documentation prepared at the time the Project Area was adopted. Therefore, Section 33352(j) of the Law requiring a report of General Plan conformance per Section 65402 of the Government Code is not required. SECTION K Environmental Documentation Section 33352(k) of the Law requires environmental documentation to be prepared pursuant to Section 21151 of the Public Resources Code. Concurrent with the adoption of the Plan and the subsequent amendments, the CDC undertook appropriate environmental documentation as necessary. For the 2007 Amendment, a Negative Declaration (Initial Study) was prepared pursuant to California Environmental Quality Act guidelines, which found that the proposed 2007 Amendment to extend eminent domain authority would not have a significant adverse impact on the environment. A copy of the Negative Declaration follows as Attachment 3. SECTION L Report of the County Fiscal Officer The proposed 2007 Amendment will not enlarge the Project Area; therefore, it is not necessary for the CDC to request a base year report from the County of San Diego pursuant to section 33328 of the Law. Project Area fiscal information was provided in the supporting documentation prepared and provided at the time the Project Area was adopted. Because the proposed 2007 Amendment will not alter the boundaries of the Project Area, this report is not needed or required. RSG Page 31 RFPORT TO COUNCIL COMMUNITY OCVELOPMhNt COMMISSION City of National City SECTION M Neighborhood Impact Report Section 33352(m) of the Law requires the inclusion of a Neighborhood Impact Report. This information is presented in the Original Reports that were prepared and provided at the time Project Area was adopted. Because the proposed 2007 Amendment will not enlarge the Project Area; pursuant to Section 33457.1 of the Law no additional analysis would be appropriate or required. SECTION N Summary of the Agency Consultation with Affected Taxing A.gencies Because the 2007 Amendment does not add area to the Project Area, submission of a request to the County to prepare a report pursuant to Section 33328 of the Law was not required or appropriate. Therefore, a summary of this report is not included. With regard to consultations, the taxing agencies received all notices regarding the 2007 Amendment and they were invited to contact the CDC Executive Director regarding the 2007 Amendment. The 2007 Amendment does not affect the financing in any way nor does it change land uses or public improvement projects. APPENDICES ATTACHMENT 1 — PROJECT AREA MAP WITH CURRENT EMINENT DOMAIN See attached Project Area Map following this page, with eminent domain authority as proposed by the 2007 Amendment. Attachment 1 illustrates the Project Area boundaries and identifies the properties affected by the proposed 2007 Amendment to extend eminent domain authority by an additional twelve years. F SG Page 33 APPENDICES ATTACHMENT 2 -- NEGATIVE DECLARATION See attached Negative Declaration following this page. RSG Page 34 Attachment 3 Community Development Commission of National City 1243 National City Boulevard National City, California 91950-3312 Telephone (619) 336-4250 Fax (619) 336-4286 CALIFORNIA ENVIRONMENTAL QUALITY ACT Redevelopment Plan Amendment 2007 - Negative Declaration A. INl'RODUCI1ON The Cotnmunity Development Corntnission of the City of National City (the "CDC") prepared a Negative Declaration for the proposed 2007 Redevelopment Plan Amendment to extend the authority to use eminent domain. The CDC proposes to extend the CDC's existing authority to acquire property, as a last resort, through eminent domain to vacant property (as defined in the National City Municipal Code Section 7.06.20), and all commercial and industrial zoned properties in those areas which are currently subject to eminent domain authority within the National City Redevelopment Project Area. The current exemption for single family residences would be expanded so that all housing uses, whether single-family or multi -family, are specifically excluded from the use of eminent domain. The Commission currently has the authority to acquire property through eminent domain until July 18, 2007 in the following areas: • Properties located immediately east and adjacent to National City Boulevard, between Division Street and the south City limits. ■ Properties located immediately west and adjacent to National City Boulevard, between Division Street and State Route 54. • Properties located immediately west and adjacent to Civic Center Drive, between Interstate 5 and National ('ity Boulevard. • Properties located immediately south and adjacent to Civic Center Drive, between Interstate 5 and National City Boulevard. • Properties located immediately north and south and adjacent to 8th Street, between Interstate 5 and "D" Avenue. ■ Properties west of Interstate 5, excepting the San Diego Unified Port District property. • Specific properties located immediately southwest of the intersection of Plaza Boulevard and highland Avenue. This amendment will extend the Commission's authority to acquire properly through eminent domain within these areas until 2019. The 2007 Amendment also includes the addition and modification of redevelopment plan text as it pertains to redevelopment actions and uses permitted in the project area. As proposed the amendment would add a provision for the C1X7. to pay all or part of the value of the land and the cost of the installation and construction of any publicly owned building, facility, structure, or other improvement within or without the Project Area pursuant to Health and Safety Code Section 33445. The 2007 Amendment would modify Section VII (c) of the Redevelopment Plan, thus allowing for used auto and truck sales when part of a new vehicle dealership and located on land within the Transportation Center district. The 2007 Amendment will also change the current exclusion of eminent domain on single-family homes (Exhibit D) to include all residential land uses, as well as revising Exhibit C — "Public Facilities/Infrastructure Improvement Projects". No other changes to the Redevelopment Plan for the National City Redevelopment project are included in this amendment. Community Development Commission of National City -- Negative Declaration F'age 1 l_xtension of the Authority to Use Eminent Domain The Negative Declaration for the 2007 Amendment evaluated the potential environmental impacts that could occur with making the proposed amendments to the existing Redevelopment Plan. The Negative Declaration was mailed for a 20-day public review period beginning June 7, 2007 and is scheduled to end on June 27, 2007. Comments on the 2007 Redevelopment Plan Amendment Negative Declaration should be submitted during this public review period. The Negative Declaration will be considered for approval July 3, 2007. The commercial and industrial properties within the Project Area that are now subject to the use of eminent domain are shown on the attached map. The change to the 2007 Redevelopment Plan Amendment to extend the eminent domain time limit in the existing project area, revising Exhibit D to exclude all residential land uses, revising the transportation center section and revising Exhibit C — public facilities and infrastructure is now referred to as the 2007 Redevelopment Plan Amendment, which reflects the stated change. I3. CEQA PROVISIONS As stated above, a Negative Declaration was prepared for the 2007 Redevelopment Plan Amendment pursuant to Section 15070 of the California Environmental Quality Act Guidelines (CEQA Guidelines). The revision to the 2007 Amendment is now reflected by the 2007 Amendment, which did not cause or generate any significant effects. C. ENVIRONMENTAL DETERMINATION '!'he Negative Dectaration did not identify any significant or adverse environmental impacts associated with the extension of the eminent domain time limit in the existing project area, revising Exhibit 1) to exclude all residential land uses, revising the transportation center section and revising Exhibit C — public facilities and infrastructure. Pursuant to CEQA Guidelines Section 15073.5(c)(2), the Negative Declaration is adequate in its analysis of the 2007 Redevelopment Plan Amendment. • Community Devclopuxnt Conmussion of National City Negative Declaration P:+_'e 7 F tension of the Aulhouity to Use Eminent Domain ORDINANCE NO. 2007 — 2295 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY AMENDING THE REDEVELOPMENT PLAN FOR THE NATIONAL CITY REDEVELOPMENT PROJECT THROUGH THE ADOPTION OF THE 2007 AMENDMENT TO THE REDEVELOPMENT PLAN WHEREAS, the City Council of the City of National City ("City Council") has adopted and subsequently amended the Redevelopment Plan for the National City Redevelopment Project ('Redevelopment Plan"), on November 18, 1969, by Ordinance No. 1233; on June 24, 1975, by Ordinance No. 1471; on April 13, 1976, by Ordinance No. 1505; on December 13, 1977, by Ordinance No. 1610, and subsequently amended on December 1, 1981, by Ordinance No. 1762; on May 22, 1984, by Ordinance No. 1821; on April 16, 1985, by Ordinance No. 1851; on June 18, 1991, by Ordinance No. 91-2013; on June 18, 1995 by Ordinance No. 95-2095; and on June 19, 2001, by Ordinance No. 2001-2187, incorporated herein by reference, (the "Previous Ordinances"), and has designated the Redevelopment Plan as the official redevelopment plan for the National City Redevelopment Project ("Project"); and WHEREAS, the Community Development Commission of the City of National City ("CDC") has requested that the City Council consider the 2007 Amendment to the Redevelopment Plan ("2007 Amendment") to extend eminent domain authority to acquire vacant property, and commercial and industrial zoned properties currently subject to eminent domain authority within the National City Redevelopment Project Area ("Project Area"), as a last resort, to July 2019; and WHEREAS, the CDC has requested that the City Council consider the 2007 Amendment which allows the CDC to pay all or part of the value of the land and improvements for a publicly owned building, facility, structure, or other improvement within or outside of the Project Area; and WHEREAS, the CDC has requested that the City Council consider the 2007 Amendment which allows used auto and truck sales when part of a new vehicle dealership and located on land within the Transportation Center District; and WHEREAS, the CDC has requested that the City Council consider the 2007 Amendment which revises Exhibit "C" of the Redevelopment Plan" — "Public Facilities/Infrastructure Improvement Projects" to clarify project objectives, to eliminate the specific street names under the Street Improvements projects, and to add a Public Safety and Security project that will fund physical and technological enhancements to enhance public safety and protection; and WHEREAS, the CDC has requested that the City Council consider the 2007 Amendment which changes the current exclusion of eminent domain on single-family homes (Exhibit "D") to include all lawful residential land uses; and WHEREAS, pursuant to the California Environmental Quality Act (Public Resources Code Section 21000 et seq.), the Guidelines for Implementation of the California Environmental Quality Act (14 California Code Regulations Section 15000 et seq., and the local procedures adopted by the CDC pursuant thereto, the City Council and the CDC have prepared and approved a proposed Negative Declaration for the 2007 Amendment; and Ordinance No. 2007 — 2295 July 17, 2007 Page 2 WHEREAS, pursuant to Section 33363 of the Health and Safety Code, part of the Community Redevelopment Law (the "Law"), the City Council has adopted the CDC's written responses to written objections received from affected taxing agencies and property owners on the 2007 Amendment to the Redevelopment Plan; and WHEREAS, pursuant to Section 33352 of the Health and Safety Code, the City Council has acknowledged receipt from the CDC of the CDC's Report to the City Council regarding the 2007 Amendment to the Redevelopment Plan; and WHEREAS, pursuant to Section 33452 of the California Health and Safety Code, public notice has been duly given, and a full and fair noticed public hearing was held on the proposed 2007 Amendment on June 19, 2007. NOW, THEREFORE, BE IT ORDAINED by the City Council of the City of National City as follows: Section 1. The 2007 Amendment to the National City Redevelopment Plan, a copy of which is attached hereto as Exhibit "A" and incorporated herein by this reference, is hereby adopted and approved as the official Redevelopment Plan of the Project Area. Section 2. The City Council hereby finds and determines, based on the evidence in the record, including, but not limited to, the Report to the City Council, incorporated herein by reference, and all documents referenced therein, and based upon evidence and testimony received at the joint public hearing held on June 19, 2007, and received at the public hearings held prior to the adoption of the Previous Ordinances referred to hereinabove, that: 1. Significant Blight remains within the Project Area. The Project Area is a blighted area, the redevelopment of which is necessary to effectuate the public purposes declared in the Community Redevelopment Law. (a) This finding is based on the City Council's findings contained in the Previous Ordinances that various blighting conditions, as that term was then defined, characterize the Project Area, and upon the Report to the City Council, which demonstrates that these blighting conditions continue to exist in the Project Area and that significant blight remains within the project area. (b) The City Council hereby finds that, despite the CDC's efforts, significant blighting conditions still exist in the Project Area and continued redevelopment is necessary to effectuate the public purposes contained in the Community Redevelopment Law. (c) Such conditions in the Project Area are causing, and will increasingly cause, a reduction and lack of proper utilization of the Project Area to such an extent that it constitutes a serious physical and economic burden on the community which cannot reasonably be expected to be reversed or alleviated by private enterprise or governmental action, or both, without redevelopment, thus requiring redevelopment in the interest of the health, safety, and general welfare of the people of the City and the State. Ordinance No. 2007 - 2295 July 17, 2007 Page 3 Evidence supporting this finding includes the fact that govemmental action, available to the City without redevelopment, would be insufficient to cause any significant correction of the blighting conditions; and, that the nature and costs of the public improvements and facilities and other actions required to correct the blighting conditions, are beyond the capacity of the City and cannot be undertaken or borne by private enterprise acting alone or in concert with available governmental action. (d) Maps depicting the locations of Structural Obsolescence, Incompatible Adjacent Uses, Deterioration and Dilapidation, and Defective Design Without Parking, all evidencing significant remaining blight in the Project Area, are attached hereto as Exhibits "B", "C", "D" and "E", respectively 2. The Amended Redevelopment Plan will redevelop the Project Area in conformity with the Community Redevelopment Law and in the interests of the public peace, health, safety and welfare. Evidence supporting this finding includes the fact that the purposes of the Community Redevelopment Law would be attained through the implementation of the Amended Redevelopment Plan by: the elimination of physical and economic conditions, which exist in the Project Area and which cause the Project Area to be a blighted area; by the replanning, redesign, and/or redevelopment of areas, which are stagnant or improperly utilized and which could not be accomplished by private enterprise or governmental action, or both, without redevelopment; and, by protecting and promoting the sound development and redevelopment of the Project Area and the general welfare of the citizens of the City by remedying such injurious conditions through the employment of all appropriate means. 3. The adoption and carrying out of the Amended Redevelopment Plan is economically sound and feasible. Evidence supporting this finding includes the fact that under the Amended Redevelopment Plan, the Commission will be authorized to seek and utilize a variety of potential financing resources, including property tax increment; that the nature and timing of redevelopment assistance will depend on the amount and availability of such financing resources, including tax increment generated by new investment in the Project Area; and, that the financing plan included within the Report to Council demonstrates that sufficient financial resources will be available to carry out the redevelopment activity in the Project Area. 4. The Amended Redevelopment Plan conforms to the General Plan of the City of National City, including, but not limited to, the housing element of the General Plan, which substantially complies with the requirements of Article 10.6 (commencing with Section 65580) of Chapter 3 of Division 1 of Title 7 of the Government Code. 5. The carrying out of the Amended Redevelopment Plan will promote the public peace, health, safety, and welfare of the community and will effectuate the purposes and policies of the Community Redevelopment Law. Evidence supporting this finding includes the fact that redevelopment will benefit the Ordinance No. 2007 - 2295 July 17, 2007 Page 4 Project Area by correcting conditions of blight, and by coordinating public and private actions to stimulate development and improve the economic and physical conditions within the Project Area, and by increasing employment opportunities within the City. 6. The condemnation of real property is necessary to the execution of the Amended Redevelopment Plan, and adequate provisions have been made for payment for property to be acquired as provided by law. The extension of the eminent domain authority is necessary because the significant blight that remains within the project area cannot be eliminated without use of eminent domain. Evidence supporting this finding includes the need to assemble sites for certain public facilities, to assemble developable units for economic activity, and to eliminate the existence of and prevent the recurrences of blight. 7. The CDC has adopted a feasible method and plan for the relocation of families and persons who might be displaced temporarily or permanently from housing facilities in the Project Area. The CDC also has a feasible method and plan for its relocation of businesses. Evidence supporting this finding includes the fact that the CDC has adopted the method of relocation for the National City Redevelopment Project, which sets forth a plan for relocation of families and persons who may potentially be displaced by Commission projects; the fact that the Amended Redevelopment Plan provides for relocation assistance according to law; and, the fact that such assistance, including relocation payments constitutes a feasible method for relocation. 8. (a) There are (or are being) provided, within the Project Area or within other areas not generally less desirable with regard to public utilities and public and commercial facilities and at rents or prices within the financial means of the families and persons who might be displaced from the Project Area, decent, safe, and sanitary dwellings equal in number to the number of the available to such displaced families and persons and reasonably accessible to their places of employment. Evidence supporting this finding includes provisions contained in the 1995 Amendment of the Redevelopment Plan that state, in the event that persons are to be displaced, there are sufficient existing dwellings which would be available to persons displaced by the implementation of the Amended Redevelopment Plan. (b) Families and persons shall not be displaced prior to the adoption of a relocation plan pursuant to Sections 33411 and 33411.1 of the Community Redevelopment Law; and, dwelling units housing persons and families of low or moderate income shall not be removed or destroyed prior to the adoption of a replacement housing plan. Evidence supporting this finding includes the fact that the 1995 Amendment of the Redevelopment Plan requires the CDC to adopt such plans prior to any such displacement. Ordinance No. 2007 — 2295 July 17, 2007 Page 5 9. All noncontiguous areas of the Project Area are either blighted or necessary for effective redevelopment and are not included for the purpose of obtaining the allocation of taxes from the Area pursuant to Govemment Code Section 33670 without other substantial justification for their inclusion. Evidence supporting this finding includes the fact that all properties within the Project Area boundaries were included because they were under-utilized because of blighting influences, or were affected by the existence of blighting influences, or were necessary either to accomplish the objectives and benefits of the Amended Redevelopment Plan or because of the need to impose uniform requirements on the Project Area as a whole. Such properties will share in the benefits of the Amended Redevelopment Plan. 10. Inclusion of any lands, buildings, or improvements (which are not detrimental to the public health, safety, or welfare) is necessary for the effective redevelopment of the entire area of which they are a part; and, any such area is not included solely for the purpose of obtaining the allocation of tax increment revenues from such area pursuant to Section 33670 of the Community Redevelopment Law without other substantial justification for its inclusion. Evidence supporting this finding includes the fact that all properties within the Project Area boundaries were included because they were under-utilized because of blighting influences, or were affected by the existence of blighting influences, or were necessary either to accomplish the objectives and benefits of the Amended Redevelopment Plan or because of the need to impose uniform requirements on the Project Area as a whole. Such properties will share in the benefits of the Amended Redevelopment Plan. 11. Existing blight within the Project Area cannot be eliminated without the use of eminent domain. The elimination of blight and the redevelopment of the Project Area could not reasonably be expected to be accomplished by private enterprise, acting alone without the aid and assistance of the Agency. The extension of the eminent domain authority is necessary because the significant blight that remains within the project area cannot be eliminated without use of eminent domain. Evidence supporting this finding includes the existence of blighting influences as set forth in the Report to the City Council, incorporated herein by reference, and the inability of individual owners and developers to economically remove these blighting influences without substantial public assistance. 12. The requirement that a project area be predominantly urbanized as defined by Section 33320.1(b) of the Community Redevelopment Law is applicable only to a project area for which a final redevelopment plan is adopted on or after January 1, 1984, or to an area which is added to a project area by an amendment to a redevelopment plan, which amendment is adopted, nor after January 1, 1984. 13. Because at the time of adoption oftheir respective redevelopment plans, the component project areas which comprise the Original Area either were not subject to this requirement or were determined to be predominantly urbanized, Ordinance No. 2007 — 2295 July 17, 2007 Page 6 there is no need to make a finding that the Original Area is predominantly urbanized. As set forth in the Report to the City Council, there is sufficient evidence to support the fact that the Added Area is a predominantly urbanized area. 14. The time limitation and the limitation on the number of dollars to be allocated to the CDC that are contained in the Amended Redevelopment Plan are reasonably related to the proposed projects to be implemented in the Project Area and to the ability of the Commission to eliminate blight within the Project Area. This finding is based upon the fact that the limitation on the number of dollars allocated to the CDC reflects the anticipated costs of the public improvement projects proposed to be undertaken by the CDC pursuant to the Amended Redevelopment Plan and the time limitation contained in the Amended Redevelopment Plan reflects the anticipated time for the CDC to undertake such projects. Section 3. The City Council is satisfied that permanent housing facilities will be available within three years from the time residential occupants of.the Project Area, if any, are displaced, and that pending the development of such facilities, there will be available to any such displaced residential occupants temporary housing facilities at rents comparable to those in the City at the time of their displacement. Evidence supporting this finding includes the City Council's finding that no persons or families of low and moderate income shall be displaced from residences unless and until there is a suitable housing unit available and ready for occupancy by such displaced persons or families and must be decent, safe, sanitary and otherwise standard dwellings. Section 4. Pursuant to Resolution No. 2007-163, adopted on July 10, 2007, the City Council approved the Negative Declaration for the 2007 Amendment to the National City Redevelopment Plan. A copy of said Negative Declaration is on file in the office of the City Clerk, and incorporated herein by reference. Section 5. A full and fair noticed public hearing having been held on the 2007 Amendment on June 19, 2007, and the City Council having considered all evidence and testimony for and against the adoption of the 2007 Amendment and all written and oral objections thereto, and the City Council having adopted written responses to the written objections received from any affected taxing agency or property owner before or at the noticed public hearing of June 19, 2007, and this City Council being fully advised in the premises, all written and oral objections to the 2007 Amendment to the extent not otherwise addressed in the Redevelopment Plan or not otherwise responded to are hereby overruled, and the 2007 Amendment to the National City Redevelopment Project is hereby approved. Section 6. The City Clerk shall publish a copy of this Ordinance as required by Law. Section 7. The City Clerk is hereby directed to send a certified copy of this Ordinance to the CDC, whereupon the CDC is vested with the responsibility for carrying out the 2007 Amendment to the Redevelopment Plan. Ordinance No. 2007 — 2295 July 17, 2007 Page 7 Section 8. Pursuant to Section 33456 of the Health and Safety Code, the City Clerk is hereby directed to record, with the County Recorder of San Diego County, a description of the land within the Project Area affected by the 2007 Amendment, and a general description of any change to any limitation upon the use of eminent domain resulting from the 2007 Amendment. Section 9. The City Clerk is hereby directed to transmit a copy of the description and statement recorded by the City Clerk pursuant to Section 7 of this Ordinance, a copy of this Ordinance, and a map or plat indicating the portions of the Project Area affected by the 2007 Amendment, to the Auditor -Controller and Assessor of the County of San Diego, to the governing body of each of the taxing agencies which receives taxes from property in the Project Area, and to the State Board of Equalization, within thirty (30) days following the adoption of the Amendment to the Redevelopment Plan. Section 10. The City Clerk is hereby authorized and directed to certify to the passage of this Ordinance and to cause the same to be published in a newspaper of general circulation that is published and circulated in the city. Section 11. If any part of this Ordinance or the Amended Redevelopment Plan which it approves is held to be invalid for any reason, such decision shall not affect the validity of the remaining portion of this Ordinance or of the Amended Redevelopment Plan; and the City Council hereby declares that it would have passed the remainder of the Ordinance or approved the remainder of the Amended Redevelopment Plan if such invalid portion thereof had been deleted. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Mayor ATTEST: Michael Dalla, City Clerk APPROVED AS TO FORM: George H. Eiser, III City Attorney EXHIBIT "A" REDEVELOPMENT PLAN FOR THE NATIONAL CITY REDEVELOPMENT PROJECT Prepared: May 8, 1995 Adopted: July 18, 1995 Amended: December 1, 1981 May 22, 1984 April 16, 1985 June 18, 1991 July 18, 1995 June 19, 2001 July_., 2007 Prepared for: Community Development Commission of the City of National City 140 E. 12th Street, Suite B National City, California 91950-3312 619-336-4250 Prepared by: Rosenow Spevacek Group, Inc. 540 North Golden Circle, Suite 305 Santa Ana, California 92705 714/541-4585 619/967-6462 cadmic ru, and WtiugsWn i oco/ seuagsVempo uy inrcsun Ideabh6t4dplowdoc Adopted 7,18/95 SECTION I. (100) INTRODUCTION 1 A. (101) General SECTION II. (200) BACKGROUND 2 SECTION III. (300) GENERAL DEFINITIONS 2 SECTION IV. (400) PROJECT AREA BOUNDARIES 4 SECTION V. (500) REDEVELOPMENT PLAN GOALS 4 SECTION VI. (600) REDEVELOPMENT ACTIONS 5 A. (601) General 5 B. (602) Property Acquisition 7 C. (605) Participation by Owners and Persons Engaged in Business 8 D. (609) Implementing Rules 9 E. (610) Cooperation with Public Bodies 10 F. (611) Property Management 10 G. (612) Payments to Taxing Agencies 10 H. (613) Relocation of Pcrsons Displaced by a Project 11 I. (616) Demolition, Clearance, Public Improvements, Site Preparation and Removal 11 J. (621) Rehabilitation, Moving of Structures by the CDC and Seismic Repairs 13 K. (625) Property Disposition and Development 14 L. (630) Provision for Low and Moderate Income Housing 16 SECTION VII. (700) USES PERMTITED IN THE PROJECT AREA 20 A. (701) Map and Uses Permitted 20 B. (702) Major Land Use Designations (as now provided in the General Plan) 20 C. (703) Transportation Center 21 D. (704) Public Uses 22 E. (707) Conforming Properties 22 F. (708) Nonconforming Uses - 23 G. (709) Interim Uses �3 H. (710) General Controls and Limitations 23 I. (720) Design for Development 25 J. (721) Building Permits 26 SECTION VIII. (800) METHODS FOR FINANCING THE PROJECT 26 A. (801) General Description of the Proposed Financing Methods 26 B. (802) Tax Increment Revenue 27 C. (803) CDC Bonds 33 D. (804) Other Loans and Grants 34 c: WoameNs and smogs VdaticLLxA settings icwpotary immra files b&tx4dpI dsc Adopted 7118/95 rrwusovwtwa .ww..rt. E. (805) Rehabilitation Loans, Grants, and Rebates 34 SECTION IX. (900) ACTIONS BY TIIE CITY 34 SECTION X. (1000) ADMINISTRATION ANT) ENFORCEMENT 35 SECTION XI. (1100) DURATION OF TIIIS PLAN 35 SECTION XII. (1200) PROCEDURE FOR AMENDMENT 16 EXHIBIT A 37 EXHIBIT B 38 EXHIBIT C 39 EXHIBIT D 40 ar4 setIul..tir 'Inc ,1 selling urnv racy Otemei flies b6,6e\IJr6nJot Adopted 1/18195 REDEVELOPMENT Pi.AN FOR TIIE NATIONAL CITY REDEVELOPMENT PROJECT SECTION I. (100) INTRODUCTION A. (101) General This is the Redevelopment Plan for the National City Redevelopment Project as amended ("Plan"), located in the City of National City, County of San Diego, State of Califomia. It consists of the text (Sections 100 through 1100), the Project Area Map of Redevelopment Project Area No. 1 ("Project Area") (Exhibit A), the legal description of the Project Area boundaries (Exhibit B), a listing of the proposed public facilities and infrastructure improvement projects (Exhibit C), and a map of the properties potentially subject to acquisition by eminent domain (Exhibit D). This Plan has been prepared by the Community Development Commission (the "Ci)(.:") pursuant to the California Community Redevelopment Law (Ilealth and Safety Code Section 33000, et seq.), the California Constitution and all applicable laws and ordinances. It does not present a specific plan for the redevelopment, rehabilitation and revitalization of any area within the Project Area; instead, it establishes a process and framework for implementation. This Plan is based upon the Preliminary Plan formulated and adopted by the National City Planning Commission and the CDC on March 7, 1994 and March 15, 1994, respectively. This Plan supersedes, by amendment and restatement, the Redevelopment Plan for the National City Downtown Redevelopment Project adopted by Ordinance No. 1762 on December 1, 1981, as amended by Ordinance No. 1821 adopted on May 22, 1984, Ordinance No. 1851 adopted on April 16, 1985, aril --Ordinance No. 91-2013 adopted on June 18, 1991, Ordinance No. 95-2095 adopted on July 18,_1995, and OrdinanceNo. 2187 adopted on June 19, 2001. This Plan was amended again by Ordinance. No. adopted on July_ _2007_ This Plan will amend the preexisting Redevelopment Plan as follows: • extend the CDC's existing eminent domain athourity authority by 12 years in those areas currently subject to eminent domain; • add a provision for the CDC to pay all or part of the value of the land and the cost of the installation and construction of any publicly owned building, facility, structure, or other improvement within or without the Project Area pursuant to Ilealth and Safety Code Section 33445; • modify Section VII (e), thus allowing for used auto and truck sales when part of a new vehicle dealership and located on land within the "Transportation Center district. c and vrtingOrlAn,is ic,n1 vtI uays'eIryv,u, wtctuct 1 Adopt"! 7/1'6i95 SECTION II. (200) BACKGROUND The preexisting National City Downtown Redevelopment Project was comprised of seven separate project areas. Between 1969 and 1978, the City Council of the City of National City ("City Council") adopted four redevelopment projects: the L.J. Christman Business and Industrial Park Redevelopment Project by Ordinance No. 1233 on November 18, 1969, the South Bay Town and Country Redevelopment Project by Ordinance No. 1471 on June 24, 1975, the Center City Redevelopment Project by Ordinance No. 1505 on April 13, 1976, and the E.J. Christman Business and Industrial Park Redevelopment Project Amendment No. 2 by Ordinance No. 1610 on December 13, 1977. On December 1, 1981, the City Council adopted the National City Downtown Redevelopment Project by Ordinance No. 1762, merging the four preexisting redevelopment projects and incorporating additional properties to establish a 2,080-acre merged project area. The merged National City Downtown Redevelopment Project has been arnended three times since its adoption: Amendment No. 1 adopted on May 22, 1984 by Ordinance No. 1821, Amendment No. 2 adopted on April 16, 1985 by Ordinance No. 1851, and Amendment No. 3 adopted on June 18, 1991 by Ordinance No. 91-2013, Amendment No. 4 adopted on July 18, 1995 by Ordinance No. 95-2095 and Amendment No. 5 adopted on June 19, 2001 by Ordinance No. 2187. Of these amendments, only Amendment No. 2 increased the size of the project area, adding approximately three acres, and enlarging the merged National ('ity Downtown Redevelopment Project Area to approximately 2,083 acres. SECTION 11I. (300) GENERAL DEFINITIONS The following definitions will be used generally in the context of this Plan unless otherwise specified herein: A. "Added Area" means the territories included in the Project Area by Ordinance No. 95 2095 adopted by the City Council on July 18, 1995, as depicted on Exhibit A and described in Exhibit B. B. "Annual Work Program" means that portion of the CDC's annual budget that sets forth programs and goals to be accomplished by the CDC during the fiscal year. C. "CI)C" means the Community Development Commission of the City of National City, California. D. "Center City Area" means the territories originally included in the Center City Redevelopment Project Area by Ordinance No. 1505 adopted by the City Council on April 13, 1976, and subsequently merged into the Existing Area. E. "City" means the City of National ('ity, California. F. "City Council" means the legislative body of the City_ r\docvrrrm s and setrintsYllanteal sennt,Venq..rary uvmrr fik.,11.6 YAplxn A.v 2 Adopted 7/18/95 G. "County" means the County of San Diego, California. II. "Disposition and Development Agreement" means an agreement between a developer and the CDC that sets forth terms and conditions for improvement and redevelopment. 1. "Downtown Original Area" means the territories originally added to the Existing Area by Ordinance No. 1762 adopted by the City Council on December 1, 1981. J. "Downtown 1985 Amendment Area" means the territories originally added to the Existing Area by Ordinance No. 1851 adopted by the City Council on April 16, 1985. K. "E.J. Christman) Area" means the territories originally included in the E.J. Christman Business and Industrial Park Redevelopment Project Area by Ordinance No. 1233 adopted by the City Council on November 18, 1969, and subsequently merged into the Existing Area. L. "E.J. Christman2 Area" means the territories originally included in the E.J. Christman Business and Industrial Park Redevelopment Project Area Amendment No. 2 by Ordinance No. 1610 adopted by the City Council on December 13, 1977, and subsequently merged into the Existing Area. M. "Existing Area" means the merged National City Redevelopment Project Area originally formulated by Ordinance No. 1762 adopted by the City Council on December 1, 1981, and subsequently amended by Ordinance No. 1821 on May 22, 1984, Ordinance No. 1851 on April 16, 1985, and Ordinance No. 91-2013 on June 18, 1991, as depicted on Exhibit A. N. "General Plan" means the City's General Plan, a comprehensive and long-term General Plan for the physical development of the City as provided for in Section 65300 of the California Government Code. O. "Map" means the Map of the Project Area attached hereto as Exhibit A. Q• "Method of Relocation" means the methods or plans adopted by the CDC pursuant to Sections 33352(f) and 33411 of the Redevelopment Law for the relocation of families, persons and businesses to be temporarily or pemranently displaced by actions of the CDC. "2007 Ordinance" means City_Council Ordinance No. adopted on July , 2007 amerrdint this Plan. .;�rrrrrcm. MA vn:1,,A;IariSLLial vrrnpr�rn �.rrm. mrrrrri dnr 3 AdkpI, d 'i! I t:i 4 i 1 QR. "Owner Participation Agreement" means an agreement between the CDC and a property owner or tenant which sets forth terms and conditions for improvement and redevelopment. RS. "Person" means an individual(s), or any public or private entities. 'Si. "Plan" means the redevelopment plan for the Project as amended. TU. "Project" means the National City Redevelopment Project. UV. "Project Area" means the National City Redevelopment Project Area, inclusive of the Existing Area and Added Area, which is the territory this Plan applies to, as shown on Exhibit A. W. "Redevelopment Law" means the California Community Redevelopment Law (Ilealth and Safety Code, Sections 33(()), et seq.) as it now exists or may be hereafter amended. W. "South Bay Town and Country Area" means the territories originally included in the South Bay Town and Country Redevelopment Project Area by Ordinance No. 1471 adopted by the City Council on June 24, 1975, and subsequently merged into the Existing Area. XY. "State" means the State of California. SECTION IV. (400) PROJECT AREA BOUNDARIES The boundaries of the Project Area arc illustrated on the map attached hereto and incorporated herein as Exhibit A. The legal description of the boundaries of the Project Area is as described in Exhibit 13 attached hereto and incorporated herein. SECTION V. (500) REDEVELOPMENT PLAN COALS Implementation of this Plan is intended to achieve the following goals: • Eliminate and prevent the spread of conditions of blight including: underutilized properties and deteriorating buildings, incompatible and uneconomic land uses, deficient infrastructure and facilities, obsolete structures, and other economic deficiencies in order to create a more favorable environment for commercial, office, industrial, residential, and recreational development. • Unify City's Harbor District with the downtown area through enhanced employment, commercial, and maritime development opportunities. • Expand the commercial base of the Project Area. c^h.c, neo:s •oA xtiuo,,Z.L,o\lot cttents\temporary incnxt (Jrv`niktrLAplmAo.- Adopted 7/1 S/95 r • Improve public facilities and public infrastructure. • improve inadequate drainage infrastructure. • Improve and/or provide electric, gas, telephone, and wastewater infrastructure to both developed and undeveloped properties within the Project Area. • Promote local job opportunities. • Encourage the cooperation and participation of residents, businesses, business persons, public agencies, and community organizations in the redevelopment/revitalization of the Project Area. • Implement design and use standards to assure high aesthetic and environrnental quality, and provide unity and integrity to developments within the Project Area. • Address parcels of property that are: of irregular form and shape, are inadequately sized for proper usefulness and development, and/or are held in multiple ownership. • Remove impediments to land disposition and development through the assembly of property into reasonably sized and shaped parcels served by improved infrastructure and public facilities. • Recycle and/or develop undenrtilized parcels to accommodate higher and better economic uses while enhancing the City's financial resources. • Promote the rehabilitation of existing housing stock. • Increase, improve, and preserve the community's supply of housing —affordable housing for very low, low and moderate income households. SECTION VI. (600) REDEVELOPMENT ACTIONS A. (601) General The CDC proposes to eliminate and prevent the recurrence of blight, and improve the economic: base of the Project Area by: Acquiring, installing, developing, constructing, reconstructing, redesigning, replanning, or reusing streets, curbs, gutters, sidewalks, traffic control devices, utilities, flood control facilities and other public improvements and public facilities. Rehabilitating, altering, remodeling, improving, modernizing, or reconstructing buildings. structures and improvements. c.rcuu ad utt. ,vl.lavi.UM.a1 vuvm:Vrn¢»,orl m,c,ua fik, ,U 6c'rd, i Adopted 7/1$i75 3. Rehabilitating, preserving, developing or constructing affordable housing in compliance with State law. 4. Providing the opportunity for owners and tenants presently located in the Project Area to participate in redevelopment projects and programs, and extending preferences to occupants to remain or relocate within the redeveloped Project Area. 5. Providing relocation assistance to displaced residential and nonresidential occupants, if necessary. 6. Facilitating the development or redevelopment of land for purposes and uses consistent with this Plan. 7. Acquiring real property by purchase, lease, gift, grant, request, devise or any other lawful means (including eminent domain on a limited basis), after the conduct of appropriate hearings. 8. Combining parcels and properties where and when necessary. 9. Preparing building sites and constructing necessary off -site improvements. 10. Providing for open space. 11 Managing property owned or acquired by the CDC. 12. Assisting in procuring financing for the construction of residential, commercial, and office buildings to increase the residential and commercial base of the Project Area, and the number of temporary and permanent jobs in the City. 13. The disposition of property including, without limitation, the lease or sale of land at a value determined by the CDC for reuse in accordance with this Plan. 14. Establishing controls, restrictions or covenants running with the land, so that property will continue to be used in accordance with this Plan. 15. Vacating or abandoning streets, alleys, and other thoroughfares, as necessary, and dedicating other areas for public purposes consistent with the objectives of this Plan. 16. Providing replacement housing, if any is required. rMccnr uts and scnmps`dda.i \Jv al xitula :,lem(r.,zry nnvrnel fik ,,Iktx4dplan.kr 6 Adttpird 7/IS/95 17. Applying for and utilizing grants, loans and any other assistance from federal or State governments, or other sources. 18. 'faking actions the CDC determines are necessary and consistent with State, federal and local laws to make structural repairs to buildings and stnictures, including historical buildings, to meet building code standards related to seismic safety. 19. Taking actions the CDC determines are necessary and consistent with State, fedeial and local laws to remedy or remove a release of hazardous substances on, under or from property within the Project Area or to remove hazardous waste from property. 20. Pursuant to Health and Safety Code Section 33445, pay all or part of the value of the land and the cost of the installation and construction of any publicly owned building, facility, structure, or other improvement within or without the Project Area provided: (1) the buildings, facilities, structures, or other improvements are of benefit to the.Proj ct Area; (2) no other reasonable means of financing the buildings, facilities, structures, or other improvements are available to the City; and (3) the payment of funds for the acquisition of land or the cost of buildings, facilities, structures, or other improvements will assist in the elimination of blight within the Project Area. To accomplish these actions and to implement this Plan, the (:I)(' is authorized to use the powers provided in this Plan, and the powers now or hereafter permitted by the Redevelopment Law and any other State law_ 11. (602) Property Acquisition 1. (603) Acquisition of Real Property Without limitation, the CDC may acquire real property, any interest in property, and any improvements on it by any means authorized by law including, without limitation, by gift, grant, exchange, purchase, cooperative negotiations, lease, option, bequest, or devise. In addition, the (.'I)C may also employ eminent domain in projects involving land acquisition of any real property identified in Exhibit 1) incorporated herein. To the extent required by law, the CDC shall not acquire real property on which an existing building, is to be continued on its present site and in its present form and use without the consent of the owner, unless: (I) such building requires structural alteration, improvement, modernization or rehabilitation; or (2) the site or lot on which the building is situated requires modification in size, shape or use; c,(%XWuculs Y4 n 'M,'-,tJccaj'.elthv.`ze,rQcrr'j WIC111CI tJri�•I,.G•'-. tpini�A:r 7 Adopted 7/ 18/9') or (3) it is necessary to impose upon such property any of the standards, restrictions and controls of this Plan and the owner fails or refuses to participate in the Plan by executing an Owner Participation Agreement. Except as otherwise provided herein, or otherwise provided by law, no eminent domain proceeding to acquire property within the Project Area shall be commenced within the Center City Area, the Downtown Original Area, the Downtown 1985 Amendment Area, and the Added Area after twelve (12) years following the date of adoption of the 2007 Ordinance amending ordinance adopting this flan. Such time limitation may be extended only by amendment of this Plan. The CDC shall not employ eminent domain in acquiring property within the E.J. Christmanl Area, the E.J. Christman2 Area, or the South Bay Town and County Area or in acquiring any residential property in the Project Area. 2. (604) Acquisition of Personal Property Where necessary in the implementation of this Plan, the CDC is authorized to acquire personal property in the Project Area by any lawful means. C. (605) Participation by Owners and Persons Engaged in Business 1. (606) Owner Participation This Plan provides for participation in the redevelopment of property in the Project Area by the owners of all or part of such property if the owners agree to participate in the redevelopment in conformity with this Plan. Opportunities to participate in the redevelopment of property in the Project Area may include without limitation the rehabilitation of property or structures; the retention of improvements; the development of all or a portion of the participant's property; the acquisition of adjacent or other properties front the CDC; purchasing or leasing properties in the Project Area; participating with developers in the improvement of all or a portion of a participant's properties; or other suitable means consistent with objectives and proposals of this Plan and with the CDC's rules governing owner participation and re-entry. In addition to opportunities for participation by individual persons and firms, participation, to the extent it is feasible, shall be available for two or more persons, fines or institutions, to join together in partnerships, corporations, or other joint entities. The CDC desires participation in redevelopment activities by as many owners and business tenants as possible. However, participation opportunities shall r,donu,ms and .e„'v4?WJnin.4‘.lsc.ig,acta .,u, w,c,nc, IJesW0.4eidpl.a.J« Adopted 7/1 S/95 1 necessarily be subject to and limited by such minimum factors as the expansion of public or public utilities facilities; elimination and changing of land uses; realignment of streets; the ability of the (:I)C and/or owners and business tenants to finance acquisition and development activities in accordance with this Plan; and whether the proposed activities conform to and further the goals and objectives of this Plan. (607) Reentry Preferences for Persons Engaged in Business in the Project Area The CDC shall extend reasonable preferences to persons who are engaged in business in the Project Area to relocate and reenter in business in the redeveloped area, if they otherwise meet the requirements prescribed by this Plan and the CDC's rules governing owner participation and re-entry. 3. (608) Owner Participation Agreements Under an Owner Participation Agreement, the participant shall agree to rehabilitate, develop, or use the property in conformance with this Plan and be subject to the pro -visions hereof. In the Owner Participation Agrusment, participants who retain real property shall be required to join in the recordation of such documents as arc necessary to make the provisions of this Plan applicable to their properties. In the event a participant breaches the teens of an Owner Participation Agreement, the CDC may declare the Agreement terminated and may acquire the real property or any interest therein, and may sell or lease such real property or interest therein for rehabilitation or development in accordance with this Plan. If conflicts develop between the desires of participants for particular sites or land uses, the CDC is authorized to establish reasonable priorities and preferences among the owners and tenants. Where the CDC determines that a proposal for participation is not feasible, is not in the hest interests of the CDC or City, or that redevelopment can hest be accomplished without affording a participant an opportunity to execute an Owner Participation Agreement, the CDC shall not be required to execute such an agreement. D. (609) Implementing' Rules The provisions of Sections 605-608 of this Plan shall be implemented according to the rules adopted by the CDC prior to the approval of the ordinance amending this Plan, which may be amended from time to time by the CDC. Such rules allow for Owner Participation Agreements with the CDC. C `doccrtrcrs and yr vjp ChtnvnLLx.l ..vuirys'Iu rvet u, 9 Adopted r, r 8f' 5 B. (610) Cooperation with Public Bodies Certain public bodies are authorized by State law to aid and cooperate, with or without consideration, in the planning and implementation of activities authorized by this Plan. The CDC shall seek the aid and cooperation of such public bodies and shall attempt to coordinate the implementation of this Plan with the activities of such public bodies in order to accomplish the purposes of redevelopment and to achieve the highest public good. Property of a public body shall not be acquired without its consent. The CDC shall seek the cooperation of all public bodies which own or intend to acquire property in the Project Area. Any public body which owns or leases property in the Project Area will be afforded all the privileges of owner and business tenant participation if such public body is willing to enter into an Owner Participation Agreement with the CDC. All plans for development of property in the Project Area by a public body shall be subject to CDC approval. The CDC may impose on all public bodies the planning and design controls contained in and authorized by this Plan to ensure that present uses and any future development by public bodies will conform to the requirements of this Plan. The CDC is authorized, to the extent pernvssible by law, to financially (and otherwise) assist public bodies in the cost of public land, buildings, facilities, structures or other improvements (within or outside the Project Area) where such land, buildings, facilities, structures, or other improvements are of benefit to the Project Area. F. (611) Property Management During such time as property, if any, in the Project Area is owned by the CDC, such property shall be under the management and control of the CDC. Such properties may be rented or leased by the CDC pending their disposition. (612) Payments to Taxing Agencies The CDC may pay, but is not required to pay, in any year during which it owns property in the Project Area directly to any City, County or district, including, but not limited to, a school district, or other public corporation for whose benefit a tax would have been levied upon such properly had it not been tax exempt, an amount of money in lieu of taxes. The CDC may also pay to any taxing agency with territory located within the Project Area, other than the City, any amounts of money which the CDC has found are necessary and appropriate to alleviate financial burden or detriment caused by the Project pursuant to an agreement executed prior to January 1, 1994. The payments to a taxing agency pursuant to such an agreement in any single year shall not exceed the amount of property tax revenues which would have been received by that taxing agency if all the property tax revenues from the Project Area had been allocated to all the affected taxing agencies <kluurrtuts mt Wv.L`Juk vc uugv`+cunn... unauet IJf tivdlGbdpinn der 1 tl Adopted 7/18195 ,, without regard to the division of taxes required by Section 33670 of the Redevelopment Law, except that. a greater payment has been established by agreement between the CDC and one or more taxing agencies, except a school district, if the other taxing agencies agreed to defer payments for one or more years in order to accomplish the purposes of the Project at an earlier time than would otherwise be the case. The amount of any greater payments shall not exceed the amount of payment deferred. The payments shall have been approved by a resolution, adopted by the CI)C, contained findings, supported by substantial evidence, that the Project will cause or has caused a financial burden or detriment to the taxing agency and that the payments are necessary to alleviate the financial burden or detriment. In the event that such an agreement described in the above paragraph does not exist between the CDC and an affected taxing agency, the CDC shall remit payments to any such taxing agency in a manner consistent with Section 33607.7 of the Redevelopment Law. II. (613) Relocation of Persons Displaced by a Project 1. (614) Relocation Program .ln accordance with the provisions of the California Relocation Assistance Law (Government Code Section 7260, et seq.), the guidelines adopted and promulgated by the California Department of Housing„ and Community Development (the "Relocation Guidelines") and the Method of Relocation adopted by the CDC, the CDC shall provide relocation benefits and assistance to all persons (including families, business concerns and others) displaced by. CDC acquisition of property in the Project Area or as otherwise required by law. Such relocation assistance shall be provided in the manner required by the Method of Relocation. In order to carry out a redevelopment project with a minimum of hardship, the CDC will assist displaced households in finding decent, safe and sanitary housing within their financial means and otherwise suitable to their needs. The CDC shall make a reasonable effort to relocate displaced individuals, families, and commercial and professional establishments within the Project Area. The CDC is also authorized to provide relocation for displaced persons outside the Project Area. • (615) Relocation Benefits and Assistance The CDC shall provide all relocation benefits required by law and in conformance with the Method of Relocation, Relocation Guidelines, Relocation Assistance Act, the Redevelopment Law, and any other applicable rules and regulations. 1.. (616) Demolition, ('learance. Public: Improvements Site Preparation and Removal of Hazardous Waste c.dtmcrnvcs and .ei:n/<`ddrnis,b,31 ..,ini,Iert ru. ize,oei (des,olk(e dpLn doe I 1 Ad!gncJ 7/I8ly> 1. (617) Demolition and Clearance The CDC is authorized, for property acquired by the CDC or pursuant to an agreement with the owner of property, to demolish, clear or move buildings, strictures, or other improvements from any real property as necessary to carry out the purposes of this Plan. 2. (618) Public Improvements To the extent permitted by law, the CDC is authorized to install and construct or to cause to be installed and constructed the public improvements and public utilities (within or outside the Project Area) necessary to carry out the purposes of this Plan. Such public improvements include, but are not limited to: over or underpasses; bridges; streets; curbs; gutters; sidewalks; street lights; sewers; storm drains; traffic signals; electrical distribution systems' natural gas distribution systems; cable TV and fiber optic communication systems; water distribution systems; parks; plazas; playgrounds; motor vehicle parking facilities; landscaped areas; schools; civic; cultural; and recreational facilities; and pedestrian improvements. A list of proposed public facilities and infrastructure improvement projects is set forth in Exhibit C and incorporated herein by reference. The CDC, as it deems necessary to carry out the Plan and subject to the consent of the City Council, may pay all or part of the value of the land for and the cost of the installation and construction of any building, facility, structure or other improvement which is publicly owned either within or outside the Project Arca, upon both the CDC Board and the City Council making the applicable determinations required pursuant to the Redevelopment Law. When the value of such land or the cost of the installation and construction of such building, facility, structure or other improvement, or both, has been, or will be, paid or provided for initially by the City or other public corporation, the CDC may enter into a contract with the City or other public corporation under which it agrees to reimburse the City or other public corporation for all or part of the value of such land or all or part of the cost of such building, facility, structure or other improvements, or both, by periodic payments over a period of years. Any obligation of the CDC under such contract shall constitute an indebtedness of the CDC for the purposes of carrying out this Plan. 3. (619) Preparation of Building Sites The CDC may develop as a building site any real properly owned or acquired by it. In connection with such development it may cause, provide, or undertake or make provisions with other agencies for the installation, or construction of streets, utilities, parks, playgrounds and other public improvements necessary for carrying out in the Project Area this Plan. c`dxunvn,, add!cnbilp`.Idavi,1x-41 uin, s't nyvaoY m, nn !iasb66rtrdrinaakx 12 Adopted 7/18/95 (620) Removal of hazardous Waste To the extent legally allowable, the CDC may take any actions which the CDC determines are necessary and which are consistent with other State and federal laws, to remedy or remove a release of hazardous substances on, under, or from property within the Project Area. J. (621) Rehabilitation, Moving of Structures by the CDC and Seismic Repairs 1. (622) Rehabilitation and Conservation The CDC is authorized to rehabilitate and conserve, or to cause to be rehabilitated and conserved, any property, building or structure in the Project Area owned by the CDC. The CDC is also authorized to advise, encourage, and assist (through a loan program or otherwise) in the rehabilitation and conservation of property, buildings or structures in the Project Area not owned by the UDC to the extent permitted by the Redevelopment Law as it exists now or may be hereafter amended. The CDC is authorized to acquire, restore, rehabilitate, move and conserve buildings of historic or architectural significance. It shall be the purpose of this Plan to allow for the retention of as many existing businesses as practicable and to enhance the economic life of these businesses by a program of voluntary participation in their conservation and rehabilitation. The CDC is authorized to conduct a program of assistance and enforcement to encourage owners of property within the Project Area to upgrade and maintain their property consistent with this Plan and such standards as may be developed for the Project Area. The extent of rehabilitation in the Project Area shall be subject to the discretion of the CDC based upon such objective factors as: a. Compatibility of rehabilitation with land uses as provided for in this Plan. b_ Economic feasibility of proposed rehabilitation and conservation activity. c. Structural feasibility of proposed rehabilitation and conservational activity. d. The undertaking of rehabilitation and conservation activities in an expeditious manner and in conformance with the requirements of this Plan and such property rehabilitation standards as may he adopted by the CDC. r`Aenmrm, aW MMal e .k6c]Jp1m bx 1:3 Adoprd 711 S95 e. The need for expansion of public improvements, facilities and utilities. f. The assembly and development of properties in accordance with this Plan. The CDC may adopt property rehabilitation standards for the rehabilitation of properties in the Project Area. 2. (623) Moving of Structures As necessary in carrying out this Plan, the CDC is authorized to move, or to cause to be moved, any building structures or other improvements from any real property acquired which can be rehabilitated to a location within or outside the Project Area. 3. (624) Seismic Repairs For any project undertaken by the CDC within the Project Area for building rehabilitation or alteration in construction, the CDC may, by following all applicable procedures which are consistent with local, State, and federal law, take those actions which the CDC determines are necessary to provide for seismic retrofits. K. (625) Property Disposition and Develpment 1. (626) Real Property Disposition and Development a. (627) General For the purposes of this Plan, the CDC is authorized to sell, lease, exchange, subdivide, transfer, assign, pledge, encumber by mortgage or deed of trust, or otherwise dispose of any interest in real property. To the extent permitted by law, the CDC is authorized to dispose of real property by negotiated lease or sale without public bidding. Except as otherwise permitted by law, before any interest in property of the CDC acquired in whole or in part, directly or indirectly, with tax increment moneys is sold or leased for development pursuant to this Plan, such sale or lease shall he first approved by the City Council after public hearing. Except as otherwise permitted by law, no real or personal property owned by the CDC, or any interest therein, shall be sold or leased to a private person or private entity for an amount less than its fair market value, or the fair reuse value at the use and with the covenants, conditions and development costs authorized by the sale or lease. c \lO(unvnis atd xttings'aleavisMocal vttu.jitrngvtar, duct facinIX&\dpbn hn 14 Adopted 7/ 18/95 The real property acquired by the CDC in the Project Area, except property conveyed to it by the City, shall he sold or leased to public or private persons or entities for improvement and use of the property in conformance with this Plan. Real property may be conveyed by the CDC to the City, and where beneficial to the Project Area, to any other public body without charge or for an amount less than fair market value. All purchasers or lessees of property from the (a)C shall be obligated to use the property for the purposes designated in this Plan, to begin and complete improvement of such property within a period of time which the CDC fixes as reasonable, and to comply with other conditions which the CDC deems necessary to carry out the purposes of this Plan. During the period of redevelopment in the Project Area, the ('DC shall ensure that all provisions of this Plan, and other docwnents formulated pursuant to this Plan, are being observed, and that development of the Project Area is proceeding in accordance with applicable development documents and time schedules. All development, whether public or private, must conform to this Plan and all applicable federal, State, and local laws, including without limitation the City's planning and zoning ordinances, building, environmental and other land use development standards. Such development must receive the approval of all appropriate public agencies. h. (628) Purchase and Development Documents 1'o provide adequate safeguards to ensure that the provisions of this Plan will be carried out and to prevent the recurrence of blight, all real property sold, leased, or conveyed by the CDC, as well as all property subject to Owner Participation Agreements, shall be made subject to the provisions of this Plan by leases, deeds, contracts, agreements, declarations of restrictions, provisions of the planning and zoning ordinances of the City, conditional use permits, or other means. Where appropriate, as determined by the CDC, such documents or portions thereof shall be recorded in the office of the Recorder of the County. Leases, deeds, contracts, agreements, and declarations of restrictions of the CI )C may contain restrictions, covenants, covenants running with the land, rights of reverter, conditions subsequent, equitable servitudes, or any other provisions necessary to carry out this Plan. 'The CDC shall reserve such powers and controls in Disposition and Development Agreements or similar agreements as may be necessary to e't.rumcomi;.iNr,Y.dt.r`,.1r:ULJue 15 Adopted 1/I'I9] prevent transfer, retention, or use of property for speculative purposes and to ensure that redevelopment is carried out pursuant to this Plan. The CDC shall obligate lessees and purchasers of real property acquired in redevelopment projects and owners of property improved as part of a redevelopment project to refrain from discrimination or segregation based upon race, color, creed, religion, national origin, ancestry, sex, or marital status in the sale, lease, sublease, transfer, use occupancy, tenure or enjoyment of property in the Project Area. All property sold, leased, conveyed, or subject to Disposition and Development Agreements shall be expressly subject by appropriate documents to the restriction that all deeds, leases, or contracts for the sale, lease, sublease or other transfer of land in the Project Area shall contain such nondiscrimination and non -segregation clauses as are required by law. 2. (629) Personal Property. Disposition For the purposes of this Plan, the CDC is authorized to sell, lease, exchange, subdivide, transfer, assign, pledge, encumber, or otherwise dispose of personal property. L. (630) Provision for Low and Moderate Income Housing 1. (631) Definition of Terms The terms "affordable housing cost", "replacement dwelling unit", "persons and families of low or moderate income", "substantially rehabilitated dwelling units" and "very low income households" as used herein shall have the meanings as defined by the Redevelopment Law and other State and local laws and regulations pertaining thereto. 2. (632) Authority Generally The CDC may, inside or outside the Project Area: acquire real property, buildings sites, buildings or structures, donate real property, improve real property or building sites, construct or rehabilitate buildings or structures, and take any other such actions as may be permitted by the Redevelopment Law, in order to provide housing for persons and families of low or moderate income. (633) Replacement Ilousing Except. as otherwise permitted by law, whenever dwelling units housing persons and families of low or moderate income are destroyed or removed from the low and moderate income housing market as part of a redevelopment project, the CDC shall, within four years of such destruction or removal, rehabilitate, develop or construct, or cause to be rehabilitated, developed or constructed, for rental or sale v'4ucnrcwa and vninps'AbviaWnJ a nurysucnpnex, arse( Ides'alOe'adpWs doe 16 Ado t d7/IS/9S to persons and families of low or moderate income, an equal number of replacement dwelling units which have an equal or greater number of bedrooms as those destroyed or removed units at affordable housing costs within the territorial jurisdiction of the CDC. Except as otherwise permitted by law, seventy-five percent (75%) of the replacement dwelling units shall replace dwelling units available at affordable housing costs in the same income level of very low income households, lower income households, and persons and families of low and moderate income as the persons displaced from those units destroyed. The (.;DC may replace destroyed or removed dwelling units housing persons and families of low or moderate income with a fewer number of replacement dwelling units if the replacement dwelling units have a greater or equal number of bedrooms and are affordable to the same income level of households as the destroyed or removed units to the extent permissible by law as it now exists or may hereafter be amended. (634) New or Rehabilitated Dwelling Units Developed Within the Project Area Except as otherwise permitted by law, at least thirty percent (30%) of all new and substantially rehabilitated dwelling units developed by the CDC shall he available at affordable housing cost to persons and families of low or moderate income and of such thirty percent (30%), not less than fifty percent (50%) shall he available to and occupied by very low income households. At least fifteen percent (15%) of all new and substantially rehabilitated dwelling units developed within the Project Area by public or private entities or persons other than the CDC shall be available at affordable housing cost to persons and families of low or moderate income and of such fifteen percent (15%), not less than forty percent (40%) shall be available at affordable housing cost to very low income households. The percentage requirements set forth in this Section 634 shall apply independently of the requirements of Section 633 of tliis Plan and in the aggregate to the supply of housing to be made available pursuant to this Section 634 and not to each individual case of rehabilitation, development or construction of dwelling units. Pursuant to Section 33413(b)(4) of the Redevelopment Law, the CDC shall prepare and adopt a plan to comply with the requirements set forth above, tor the Project Area. The plan shall be consistent with, and may be included within the Housing Element of the City's General Plan. The plan shall he reviewed and, if necessary, amended at least every five (5) years in conjunction with the housing element cycle. The plan shall ensure that the requirements of this section are met every ten (10) years. Except as otherwise permitted by law, the CIX' shall require, by contract or other appropriate means, that whenever any low and moderate income housing units are developed within the Project Area, such units shall be made available on a priority basis for rent or purchase, whichever the case may be, to persons and families of low or moderate income displaced by the Project; provided, however, that tailme 'Acnvrnrm•xnl•<..,inYr:¢k1�.e:�Y�c.1 :cuagr o-nwm�:. Adopted 7/ 18'95 to give such priority shall not affect the validity of title to the real property upon which such housing units have been developed. 5. (635) Duration of Dwelling Unit Availability The CDC shall require the aggregate number of dwelling units rehabilitated, developed or constructed pursuant to Sections 633 and 634 of this flan to remain available at affordable housing cost to very low income, low income, and moderate income households for the longest feasible time, as determined by the CDC, but for not less than the period of the residential land use controls established in Section 1100 of this Plan. 6. (636) Relocation 1lousi g If insufficient suitable housing units are available in the City for use by persons and families of low and moderate income displaced by a Project, the CDC may, to the extent of that deficiency, direct or cause the development, rehabilitation or construction of housing units within the City, both inside and outside the Project Area. 7. (637) increased and Improved Supply Except as otherwise permitted by law, not Less than twenty percent (20%) of all taxes which are allocated to the CDC pursuant to subdivision (b) of Section 33670 of the Redevelopment Law and Section 602(2) and (3) of this Plan shall be used by the CDC for the purposes of increasing, improving and preserving the City's supply of low and moderate income housing available at affordable housing cost as defined by Section 50052.5 of the California Health and Safety Code, to persons and families of low or moderate income, as defined in Section 50093 of the California Health and Safety Code, and very low income households, as defined in Section 50105 of the California Health and Safety Code, unless one or more applicable findings arc made pursuant to the Redevelopment l.aw. The funds for this purpose shall be held in a separate Low and Moderate Income Housing Fund until used. Any interest earned by such Low and Moderate Income Housing Fund shall accrue to the Fund. In implementing Section 637 of this Plan, the CI)C may exercise any or all of its powers including, but not limited to, the following: 1. Acquire real property or building sites. 2. Improve real property or building sites with on -site or off -site improvements, hut only if either (a) the improvements are made as part of a program which results in the new ixnlstniction or c'd ornras end set fmpe4d:n 'b cal et tinpdernpmary elrnrt files. t6c.Api d c Adopted 7/18/ 95 rehabilitation of affordable housing units for low- or moderate - income persons that are directly benefited by the improvements, or (b) the CI)C finds that the improvements are necessary to eliminate a specific condition that jeopardizes the health or safety of existing low- or moderate -income residents. 3. Donate real property to private or public persons or entities. 4. Finance insurance premiums. 5. Construct buildings or structures. 6. Acquire buildings or structures. 7. Rehabilitate buildings or structures. 8. Provide subsidies to, or for the benefit of, very low income households, as defined by Section 50105 of the California Health and Safety ('ode, lower income households, as defined by Section 50079.5 of the California Health and Safety Code, or persons and families of low or moderate income, as defined by Section 50093 of the California Health and Safety Code, to the extent those households cannot obtain housing at affordable costs on the open market. Housing units available on the open market are those units developed without direct government subsidies. 9. Develop plans, pay principal and interest on bonds, loans, advances, or other indebtedness or pay financing or carrying charges. 10. Maintain the community's supply of mobile homes. 11. Preserve the availability to lower income households of affordable housing units in housing developments which are assisted or subsidized by public entities and which are threatened with imminent conversion to market rates. The CDC may use these funds to meet, in whole or in part, the replacement housing provisions in Section 633 of this Plan. These funds may be used inside or outside the Project Area; however, these funds may be used outside the Project Area only if findings of benefit to the Project Area are made pursuant to the Redevelopment Law. 8. (638) Duration of Affordability c. 4kxwunrs mM ImemM 19 Adopted 7! I Sig S Except as provided in Section 33334.3 of the Redevelopment Law, all new or substantially rehabilitated housing units developed or otherwise assisted with moneys from the Low and Moderate Income Housing Fund pursuant to an agreement approved by the CDC shall be required to remain available at affordable housing cost to persons and families of low or moderate income and very low income households for the longest feasible time, but for not less than the following periods of time: a. Fifteen years for rental units. however, the CDC may replace rental units with equally affordable and comparable rental units in another location within the City if (i) the replacement units are available for occupancy prior to the displacement of any persons and families of low or moderate income residing in the units to be replaced and (ii) the comparable replacement units are not developed with moneys from the Low and Moderate Income Housing Fund. b. Ten years for owner -occupied units. However, the CDC may permit sales of owner -occupied units prior to the expiration of the 10-year period for a price in excess of that otherwise permitted under this subdivision pursuant to an adopted program which protects the C:DC's investment of moneys from the Low and Moderate Income Housing Fund. SECTION VII. (700) USES PERMITTED IN THE PROJECT AREA A. (701) Map and Uses Permitted The Map attached hereto as Exhibit A and incorporated herein illustrates the location of the Project Area boundaries, the immediately adjacent streets, and existing public rights -of -way and public casements. The land uses permitted by this Plan shall be those permitted by the General Plan, City zoning ordinances and the local Coastal Plan as they now exist or may hereafter be amended. B. (702) Major Land Use Designations (as now provided in the General Plan) The following land use categories are presently permitted by the General Plan: RESIDENT-1AI, Single -Family Large Lot (RS-1) Single -Family Small Lot (RS-2) Single -Family Extendible (RS-3) Two Family (RT) Multifamily Extendible (RM-1) Multifamily Limited (RM-2) Senior Citizen Housing (RM-3) COMMERCIAL c'`dncnrteds and s`adarial setfine:ucnIpmary 4n;esnet fiksbLL6c40plandoc 20 Adopted 7/l H/95 General Commercial (CCi) Medium Commercial (CM) Limited Commercial (CL) Tourist Commercial (C,"1') Automotive Conunercial (CA) Heavy Commercial (CH) INDM JSTRI Al . Light Manufacturing (lull.,) Medium Manufacturing (MM) Ileavy Manufacturing (MI1) Tidelands Manufacturing (MT) INSTTTUTIONA1, Civic Institutional (IL) Private Lrstitutional (IP) OPENSPACE- C. (703) Transportation Center This use district encompasses all of the Commercial Zones (CA, CM, and CII) along National City Boulevard, south of 18th Street to 33rd Street, and is designed primarily to furnish areas for new and used automobile and truck sales and services. The objective is to. provide for a complete sales and service unit for each dealership on contiguous land within the Transportation Center district. In all agreements entered into by the CDC, independent used car sales, services, or repairs will not be permitted unless such activity is an integral part of a new vehicle dealership. Permitted uses in the transportation center use district include: • New automobile and truck sales, leasing, and rentals. • Used auto and truck sales when part of a new vehicle dealership and located on contiguous land within the Transportation Center district. • Service and repair of trucks and automobiles when provided by new vehicle dealer on contiguous adjacent property. • Sale of vehicle parts and accessories when provided by new vehicle dealership on contiguous adjacent property. • Sale or rectal of campers, camper trailers, vacation trailers, self-propelled mobile homes, boats, and other sporting and pleasure equipment which is substantial in size. 'Phis activity must be. incidental to the principal activity of the automobile and/or tuck dealership. c'd.nrr.nt:aM vttinesNM.i,&.cal x•tta x:•cn;ot,., wictuct hF. sCUtc Jplmd, 21 Adopted 7/ r $/95 7)l • Other related uses; with the review and recommendation of the Planning Commission, which arc consistent with the objectives of this Plan. D. (704) Public Uses 1. (705) Public Street layout, Rights -of -Way and Easements The public street system for the Project Area is illustrated on the Project Area Map identified as Exhibit A. The street system in the Project Area shall be developed in accordance with the Circulation Element of the General Plan. lnterstates 5 and 805 connect the Project Area to the greater metropolitan region. Primary streets in the Project Area include: Tidelands Avenue, Harrison Avenue, National City Boulevard, Highland Avenue, 8th Street, Civic Center Drive, and 24th Street. Certain streets and rights -of -way may be widened, altered, abandoned, vacated, or closed by the City as necessary for proper development of the Project Area. Additional easements may be created by the CDC and City in the Project Area as needed for proper development and circulation. The public rights -of -way shall be used for vehicular, bicycle and/or pedestrian traffic as well as for public improvements, public and private utilities, and activities typically found in public rights -of -way. In addition, all necessary easements for public uses, public facilities, and public utilities may be retained or created. 2. (706) Other Public and Open Space Uses Both within and, where appropriate, outside of the 1'roject Area, the CDC may take actions to establish, or enlarge public, institutional, or non-profit uses, including, but not limited to, schools, community centers, auditorium and civic center facilities, criminal justice facilities, park and recreational facilities, parking facilities, transit facilities, libraries, hospitals, educational, fraternal, philanthropic and charitable institutions or other similar associations or organizations. All such uses shall be deemed to conform to the provisions of this Plan provided that such uses conform with all other applicable laws and ordinances and that such uses are approved by the City. The CDC may impose such other reasonable restrictions as are necessary to protect development and uses in the Project Area. E. (707) Conforming Properties The ('DC may, in its sole and absolute discretion, determine that certain real properties within the Project Area meet the requirements of this Plan, and the owners of such 'properties may be permitted to remain as owners of conforming properties without an Chimer Participation Agreement with the CDC, provided such owners continue to operate, r Nnnw„rnls a./ rcnwYs.idas'isV..a al xuiiuesYcrr 'o,wv unnvn rd esb0;&idphn.dnc Adoptcd 7/1 8/95 1 // use, and maintain the real properties within the requirements of this Plan. An owner of a conforming property may be required by the CDC to enter into an Owner Participation Agreement with the CDC in the event that such owner desires to (1) as provided in the land use code, construct any additional improvements or substantially alter or modify existing structures on any of the real property described above as conforming; or (2) acquire additional property within the Project Area. I'. (708) Nonconforming Uses The CDC is authorized but not required to permit an existing use to remain in an existing building in good condition if the use does not conform to the provisions of this Plan, provided that such use is generally compatible with existing and proposed developments and uses in the Project Area. The CDC may take actions to, but is not required to, authorize additions, alterations, repairs or other improvements in the Project Area for buildings which do not conform to the provisions of this Plan where, in the determination of the CDC, such improvements would be compatible with surrounding Project Area uses and proposed development. G. (709) Interim Uses Pending the ultimate development of land by developers and participants, the CDC is authorized to use or permit the use of any land in the Project Area for interim uses not in conformity with the uses permitted in this Plan. Such interim use, however, shall conform to all applicable City codes. (710) General Controls and Limitations All real property in the Project Area is hereby made subject to the controls and requirements of this flan. No real property shall be developed, redeveloped, rehabilitated, or otherwise changed after the date of the adoption of this Plan except in conformance with the goals and provisions of this Plan and all applicable City codes and ordinances. The land use controls of this Plan shall apply for the periods set forth in Section 1100 below. The type, size, height, number and use of buildings within the Project Area will be controlled by the applicable City planning and zoning ordinances as they now exist or may hereafter he amended from time to time. 1. (711) New Construction All construction in the Project Area shall comply with all applicable State and Local Jaws in effect from time to time. In addition to applicable City codes, ordinances, or other requirements governing development in the Project A►ea, additional specific performance and development standards may be adopted by the CDC to control and direct improvement activities in the Project Area. •.41.nwscros ad unwps'4,1,,s\ora] vuw¢sSI T, ,nry mmrnet In r.4:0.&0dpIa div �i Adopted 7115!9S 2. (712) Rehabilitation Any existing structure within the Project Area which the CDC enters into an agreement for retention and rehabilitation shall be repaired, altered, reconstructed, or rehabilitated in such a manner that it will meet the following requirements: be safe and sound in all physical respects, be attractive in appearance and not detrimental to the surrounding uses. 3. (713) Number of Dwelling Units The total number of dwelling units in the Project Area shall be regulated by the General Plan. As of the date of adoption of the Plan, there are 10,107 dwelling units, not including mobile home units, in the Project Area. 4. (714) Open Space and Landscaping The approximate amount of open space to be provided in the Project Area is the total of all areas so designated in the Land Use Element of the General Plan and those areas in the public rights -of -way or provided through site coverage limitations on new development as established by the City and this Plan. Landscaping shall be developed in the Project Area to ensure optimum use of living plant material in conformance with the standards of the City, 5. (715) Limitations on Type,Size and Height of Buildings The limits on building intensity, type, size and height, shall be established in accordance with the provisions of the General Plan and the zoning ordinances, as they now exist or arc hereafter amended. 6. (716) Signs All signs shall conform to the City's requirements. Design of all proposed new signs shall be submitted prior to installation to the appropriate governing bodies of the City and/or the CDC for review and approval pursuant to the Municipal Code of the City and procedures permitted by this Plan. 7. (717) iltilities The CDC, in conformity with municipal code and City policy, shall require that all utilities be placed underground whenever physically possible and economically feasible on projects funded in whole or in part by the CD(_: or subject to a Disposition and Development Agreement or an Owner Participation Agreement. 8. (71g) Subdivision of Parcels e. 4k><mmuts ad xu6grs'dda.i.V. rat xvaytvrne»,xv wirnrt (dr<n0.&`rdplai dc.. 24 AdlTied 7/18/95 No parcels in the Project Area, including any parcel retained by a participant, shall be consolidated, subdivided or re -subdivided without the approval of the City. (719) Variations The CDC is authorized to pemiit variations from the limits, restrictions and controls established by this Plan. In order to permit any such variation, the CDC must determine all of the following: a. Any variation must to be considered must first be consistent with the Land Ilse Code, Title 18. b. The application of certain provisions of this Plan would result in practical difficulties or unnecessary hardships inconsistent with the general purposes and intent of this Plan. c. 'There are exceptional circumstances or conditions applicable to the property or to the intended development of the property which do not apply generally to other properties having the same standards, restrictions, and controls. d. Permitting a variation will not be materially detrimental to the public welfare or injurious to property or improvements in the area. e. Penmitting a variation will not be contrary to the objectives of this Plan. No such variation shall be granted which permits other than a minor departure from the provisions of this Plan. In permitting any such variation, the CDC shall impose such conditions as are necessary to protect the public health, safety, or welfare, and to assure compliance with the purposes of this Plan. I. (720) Design for Development Within the limits, restrictions, and controls established in this Plan, and subject to the provisions of Sections 701 and 710 herein, the CDC is authorized to establish heights of buildings, land coverage, setback requirements, design criteria, traffic circulation, traffic access, and other development and design controls necessary for proper development of both private and public areas within the Project Area. No new improvement shall be constructed, and no existing improvement shall be substantially modified, altered, repaired, or rehabilitated except in accordance with this Plan and any such controls approved by the CDC. In the case of property which is the subject of a Disposition and Development Agreement or an Owner Participation Agreement with the CDC, such property shall he developed in accordance with the provisions of such ,1°reement. One of the objectives of this Plan is to create an attractive e'.`dxurrrnt, nM uttaevu.uy,.e.s, ueieeuet 25 Adcpir(I i,IXr9a and pleasant environment in the Project Area. Therefore, such plans shall give consideration to good design, open space and other amenities to enhance the aesthetic quality of the Project Area. The CDC shall not approve any plans that do not comply with this Plan except as permitted by Section 719 of this Plan. J. (721) Building Permits Any building permit that is issued for the rehabilitation or construction of any new building or any addition, construction, moving, conversion or alteration to an existing building in the Project Area from the date of adoption of this Plan must he in conformance with the provisions of this Plan, any design for development adopted by the CDC, any restrictions or controls established by resolution of the CDC, and any applicable participation or other agreements. The CDC is authorized to establish permit procedures and approvals required for purposes of this Plan. A building permit shall be issued only after the applicant for same has been granted all approvals required by the City and the CDC at the time of application. SECTION VIII. (800) METHODS FOR FINANCING THE PROJECT A. (801) General Description of the Proposed Financing Methods Upon adoption of this Plan by the City Council, the CDC is authorized to finance implementation of this Plan with assistance from local sources, the State and/or the federal government, property tax increment, interest income, CDC bonds, donations, loans from private financial institutions or any other legally available source. The CDC is also authorized to obtain advances, borrow funds, issue bonds or other obligations, and create indebtedness in carrying out this Plan. The principal and interest on such indebtedness may be paid from tax increment revenue or any other funds available to the CDC. Advances and loans for survey and planning and for the operating capital for administration of this Plan may be provided by the City until adequate tax increment revenue or other funds are available to repay the advances and loans. The City or other public agency, as it is able, may also supply additional assistance through issuance of bonds, loans and grants and in -kind assistance. Any assistance shall be subject to terms established by an agreement between the CDC, City and/or other public agency providing such assistance. As available, gas tax funds from the State and sales tax funds from the County may be used for the street system. The ('1.)C may issue bonds or other obligations and expend their proceeds to carry out this Plan. The (1)C is authorized to issue bonds or other obligations as appropriate and feasible in an amount sufficient to finance all or any part of Plan implementation c.`duciu,cnt, and reli/vrNidavi<VnrN utiirp NcnvcrNn g ne, Idc s2b Adopted 7/ I Ri95 activities. The CDC shall pay the principal and interest on bonds or other obligations of the CD(.' as they become due and payable. li. (802) Tax Increment Revenue All taxes levied upon taxable property within the Project Area each year by or for the benefit of the State, County, City or other public corporation (hereinafter called "Taxing Agency" or "Taxing Agencies") after the effective date of the ordinance, shall be divided as follows: 1. That portion of the taxes which would be produced by the rate upon which the tax is levied each year by or for each of said Taxing Agencies upon the total sum of the assessed value of the taxable property in the Project Area as shown upon the assessment roll used in connection with the taxation of such property by such Taxing Agency, last equalized prior to the effective elate of the Ordinance, shall be allocated to and when collected shall be paid to the respective Taxing Agencies as taxes by or for said Taxing Agencies on all other property are paid (for the purpose of allocating taxes levied by or for any Taxing Agency or Agencies which did not include the territory in the Project Area on the effective date of the Ordinance but to which such territory has been annexed or otherwise included after such effective date, the assessment roll of the County last equalized on the effective date of the Ordinance shall be used in determining the assessed valuation of the taxable property in the Project Area on said effective date). 2. That portion of said levied taxes each year in excess of such amount shall be allocated to, and when collected shall be paid into, a special fund of the CDC to pay the principal of and interest on loans, monies advanced to, or indebtedness (whether funded, refunded, assumed, or otherwise) incurred by the CDC to finance or refinance in -whole or in part, the Project and this Plan. Unless and until the total assessed valuation of the taxable property in the Project Area exceeds the total assessed value of the taxable property in the Project Area as shown by the last equalized assessment roll referred to in paragraph (1.) hereof, all of the taxes levied and collected upon the taxable property in the Project Area shall be paid to the respective Taxing Agencies. When said loans, advances, and indebtedness, if any, and interest thereon, have been paid, all monies thereafter received from taxes upon the taxable property in the Project Area shall he paid to the respective Taxing Agencies as taxes on all other property are paid. That portion of the taxes in excess of the amount identified in paragraph (1_) above which is attributable to a tax rate levied by a "Taxing Agency for the purpose of producing revenues in an amount sufficient to make annual repayments of the principal of and interest on any bonded indebtedness for c`Anawnents uuw,s't<rr,♦w uy in Irk sbWbeydptm d., 27 Adopted 7/1 S 115 the acquisition or improvement of real property shall be allocated to, and when collected shall be paid into, the fund of that Taxing Agency. This paragraph (3.) shall only apply to taxes levied to repay bonded indebtedness approved by the voters on or after January 1, 1989. 4. This Plan applies to redevelopment projects adopted by the CDC from 1969 through 1985. As such, the last equalized assessment rolls used to calculate taxes to be allocated to the Agency pursuant to Section 802, paragraphs (1) and (2) herein, will be those in effect when the following ordinances creating these redevelopment project areas were adopted: • G.J. Christmanl Area adopted by Ordinance No. 1233 on November 18, 1969. • South Bay Town and Country Area adopted by Ordinance No. 1471 on June 24, 1975. • Center City Area adopted by Ordinance No. 1505 on April 13, 1976. • E.J. Christman2 Area adopted by Ordinance No. 1610 on December 13, 1977. • Downtown Original Area adopted by Ordinance No. 1762 on December 1, 1981. • Downtown 1985 Amendment Area adopted by Ordinance No. 1851 on April 16, 1985. The C7)(' is authorized to make pledges as to specific advances, loans and indebtedness as appropriate in carrying out the Project. The portion of taxes allocated and paid to the CIX' pursuant to subparagraph (2.) above is irrevocably pledged to pay the principal of and interest on loans, monies advanced to, or indebtedness (whether funded, refunded, assumed, or otherwise) incurred by the CDC to finance or refinance, in whole or in part, the redevelopment program for the Project Area. The number of dollars of taxes which may he divided and allocated to the CDC pursuant to Section 33670 of the Redevelopment Law, inclusive of payments to taxing agencies, shall not exceed $300 million, adjusted annually in accordance with the San Diego County Consumer Price Index for all urban consumers (CPI-U) or a comparable inflationary index should the CPI41 cease to exist, except by amendment of this Plan. With respect to the E.J. Christman) Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Ilealth and Safety code Section 33333_6(a), (c), (g), and (h), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds of property taxes received pursuant to Ileath and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after November 18, 2019. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to eliminate project deficits created under subdivision (g) of Health and Safety ('ode Section 33334.6 in accordance with the plan adopted pursuant thereto for the. purpose of eliminating the deficits or to the extent r`Aocunmts awl xtto,gs\ddavi local !eliinp.s'Jrrcgoruv IdesW0.&4dpla.dee 28 Adopted // 1 S/95 required to implement a replacement housing program pursuant to Health and Safety Code Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to Health and Safety Code Section 33401, authorized by the City Council, or the CDC pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the CDC to receive property taxes, pursuant to Health and Safety Code Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the South Bay Town and Country Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety code Section 33333.6(a), (c), (g), and (h), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds of property taxes received pursuant to Heath and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after June 24, 2025. These limitations shall not be applied to limit the allocation of taxes to the CD(.: to the extent required to eliminate project deficits created under subdivision (g) of Health and Safety Code Section 33334.6 in accordance with the plan adopted pursuant thereto for the purpose of eliminating the deficits or to the extent required to implement a replacement housing program pursuant to Ilealth and Safety Code Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to Health and Safety Code Section 33401, authorized by the City Council, or the. CDC pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the CI)C to receive property taxes, pursuant to Health and Safety Cudc Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the Center City Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety code Section 33333.6(a), (c), (g), and (h), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds .of property taxes received pursuant to Heath and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after April 13, 2026. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to eliminate project deficits created under subdivision (g) of Health and Safety Code Section 33334.6 in accordance with the plan adopted pursuant thereto for the purpose of eliminating the deficits or to the extent required to implement a replacement housing program pursuant to Health and Safety (;ode Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to Health and Safety Code Section 33401, authorized by the City Council, or the CI)C pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the CI)C to receive property taxes, pursuant to Ilealth and Safety Code Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the E.J. Chtistman2 Area, notwithstanding any other provision of this flan, and except as provided in this Section and 'Health and Safety code Section 33333.6(a), (c), (p), and (h), or as otherwise permitted by law, the CDC shall not pay Ww,mrc-nta and :xttvs6.Wdami3,J wrti.v, fik,nd6c4dplau du. 29 Adopted 'HI Ktoi indebtedness with the proceeds of property taxes received pursuant to Ileath and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after Decetnbcr 13, 2027. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to eliminate project deficits created under subdivision (g) of Health and Safety Code Section 33334.6 in accordance with the plan adopted pursuant thereto for the purpose of eliminating the deficits or to the extent required to implement a replacement housing program pursuant to Health and Safety Code Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to Health and Safety Code Section 33401, authorized by the City Council, or the CDC pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the CDC to receive property taxes, pursuant to Health and Safety Code Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the Downtown Original Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety code Section 33333.6(a), (c), (g), and (h), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds of property taxes received pursuant to Heath and Safety Code Section 33670 or receive properly taxes pursuant to Health and Safety Code Section 33670 after December 1, 2031. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to eliminate project deficits created under sulxlivision (g) of Health and Safety Code Section 33334.6 in accordance with the plan adopted pursuant thereto for the purpose of eliminating the deficits or to the extent required to implement a replacement housing program pursuant to Health and Safety Code Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to IIealth and Safety Code Section 33401, authorized by the City Council, or the CDC pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the CDC to receive property taxes, pursuant to Health and Safety Code Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the Downtown 1985 Amendment Area, notwithstanding any other provision of this Plan, and except as provided in this Section and IIealth and Safety code Section 33333.6(a), (c), (g), and (h), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds of property taxes received pursuant to Heath and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after April 16, 2035. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to eliminate project deficits created under subdivision (g) of Health and Safety Code Section 33334.6 in accordance with the plan adopted pursuant thereto for the purpose of eliminating the deficits or to the extent required to implement a replacement housing program pursuant to Health and Safety Code Section 33413. In addition, these limitations shall not affect the validity of any bond, indebtedness, or other obligation, including any mitigation agreement entered into pursuant to Ilealth and Safety Code Section 33401, authorized by the City Council, or the CDC pursuant to the Redevelopment Law, prior to January 1, 1994, or the right of the �.VkwMM:wd xltings'W..,, jt;a :rilrj sstrnr)rvr itorrnet I,k:.rGGcl,aylusa„c 30 AdnpI d 7/I8/9S CDC to receive property taxes, pursuant to Health and Safety Code Section 33670 to pay the bonds, indebtedness, or other obligation. With respect to the Added Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33332(a), or as otherwise permitted by law, the CDC shall not pay indebtedness with the proceeds of property taxes received pursuant to Health and Safety Code Section 33670 or receive property taxes pursuant to Health and Safety Code Section 33670 after 45 years following approval of the ordinance adopting this Plan. These limitations shall not be applied to limit the allocation of taxes to the CDC to the extent required to implement a replacement housing program pursuant to 1-Iealth and Safet.y Code Section 33413. With respect to the F.J. Christman) Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Ilealth and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the CDC to finance in whole or in part the Redevelopment Project shall be established or incurred after January 1, 2004. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to he repaid from the Low and Moderate Income Housing Pund or establishing more debt in order to fulfill the CIC:'s housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the (:1)C from refinancing, refunding, or restructuring indebtedness after January 1, 2004, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the South Bay Town and Country Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the CDC to finance in whole or in part the Redevelopment Project shall be established or incurred after January 1, 2004. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to be repaid from the Low and Moderate Income Housing Fund or establishing more debt in order to fulfill the (:DC's housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the CDC from refinancing, refunding, or restructuring indebtedness after January 1, 2004, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the (:enter City Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to he repaid from such allocations of taxes established or incurred by the CDC to finance in c 'docun1cifs aW :Ca U:I'pS�a!,t i,V Fiat oesverreporarc u1tc, ore t.fr't r'. z 2 awc4oc 31 Adopted '!l l8,"' whole or in part the Redevelopment Project shall be established or incurred after January 1, 2004. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to be repaid from the Low and Moderate Income Housing Fund or establishing inore debt in order to fulfill the CDC's housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the CDC from refinancing, refunding, or restructuring indebtedness after January 1, 2004, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the E.J. Christman2 Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the ('DC to finance in whole or in part the Redevelopment Project shall be established or incurred after January 1, 2004. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to be repaid from the Low and Moderate Income Ilousing Fund or establishing more debt in order to fulfill the CDC's housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the CDC from refinancing, refunding, or restructuring indebtedness after January 1, 2004, if the indebtedness is not increased and the tiine during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the Downtown Original Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the ('DC to finance in whole or in part the Redevelopment Project shall be established or incurred after January 1, 2004. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to be repaid from the Low and Moderate Income Ilousing Fund or establishing rnore debt in order to fulfill the CDC's housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the CDC from refinancing, refunding, or restructuring indebtedness after January 1, 2004, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the Downtown 1985 Amendment Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.6(a), (g), and (h), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the ix'mrcde. and seurFMdas-i ncst ,en inps`arn w.rwr, enrroe- fdcs`o&& zd$andc.c 32 Adopted 71I Rl9', '1 CDC to finance in whole or in part the Redevelopment Project shall be established or incurred after April 16, 2005. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Han. This limit shall not prevent the CDC from incurring debt to be repaid from the Low and Moderate Income Housing Fund or establishing more debt in order to fulfill the CDC's housing obligations under Health and Safety Code Section 33413. In addition, this limit shall not prevent the CI)C from refinancing, refunding, or restructuring indebtedness after April 16, 2005, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the data on which the indebtedness would have been paid. With respect to the Added Area, notwithstanding any other provision of this Plan, and except as provided in this Section and Health and Safety Code Section 33333.2(a), or as otherwise permitted by law, no loan, advance or indebtedness to be repaid from such allocations of taxes established or incurred by the CIX: to finance in whole or in part activities authorized under this Plan shall be established or incurred after 20 years following approval of the ordinance adopting this Plan. Such loan, advance or indebtedness may be repaid over a period of time longer than such time limit. Such time limitation may be extended only by amendment of this Plan. This limit shall not prevent the CDC from incurring debt to be repaid from the I,ow and Moderate Income Housing Fund or establishing more debt in order to fulfill the CDC's housing obligations under IIealth and Safety Code Section 33413. In addition, this limit shall not prevent the CI)C from refinancing, refunding, or restructuring indebtedness after 20 years following approval of the ordinance adopting this flan, if the indebtedness is not increased and the time during which the indebtedness is to be repaid does not exceed the date on which the indebtedness would have been paid. C. (803) (:DC Bonds The CI)C is authorized to issue bonds and other obligations from time to time, if it deems it appropriate to do so, in order to finance all or any part of Plan implementation activities. Neither Ate members of the CDC nor any persons executing the bonds are liable personally on the bonds or other obligations by reason of their issuance. The bonds and other obligations of the CDC are not a debt of the. City or the State; nor are any of its political subdivisions liable for them; nor in any event shall the bonds or obligations be payable out of any funds or properties other than those of the CDC; and such bonds and other obligations shall so state on their face. The bonds and other obligations do not constitute an indebtedness within the meaning of any constitutional or statutory debt limitation or test►iction. merots earl teetert4.(t,,sU.F al vttinp:4..inlr,tev in:erect IJeiob.OevvjIas Ooc Adopted 71I xi9 5 The amount of bonded indebtedness, to be repaid in whole or in part from the allocation of taxes pursuant to Section 33670 of the Redevelopment Law, which can be outstanding at one time shall not exceed $100.0 million, except by amendment to this Plan. D. (804) Other Loans and Grants Any other loans, grants, guarantees or financial assistance from the federal government, the State, or any other public or private source will be utilized, if available, as appropriate in carrying out this Plan. In addition, the CDC may make loans as permitted by law to public or private entities for any of its redevelopment purposes. E. (805) Rehabilitation Loans, Grants, and Rebates The CDC and the City may commit funds from any source to rehabilitation programs for the purposes of loans, grants, or rebate payments for self -financed rehabilitation work. The Hiles and regulations for such programs shall be those which may already exist or which may be developed in the future. The CDC and the City shall seek to acquire grant funds and direct loan allocations from State and federal sources, as they may be available from time to time, for the carrying out of such programs. SECTION IX. (900) ACTIONS BY THE CITY The City shall aid and cooperate with the CDC in carrying out this Plan and shall take all reasonable actions necessary to ensure the continued fulfillment of the purposes of this Plan and to prevent the recurrence or spread in the Project Area of conditions of blight. Actions by the City may include, but shall not be !united to, the following: 1., Institution and completion of proceedings for opening, closing, vacating, widening, or changing the grades of streets, alleys, and other public rights - of -way, and for other necessary modifications of the streets, the street layout, and other public rights -of -way in the Project Area. Such action by the City shall include the requirement of abandonment and relocation by the public utility companies of their operations in public rights -of -way as appropriate to carry out this Han, provided that nothing in this Plan shall be deemed to require the cost of such abandonment, removal, and relocation to be borne by others than those legally required to bcar such costs. 2. Institution and completion of proceedings necessary for changes and improvements to publicly -owned parcels and utilities in the Project Area. 3. Performance of the above, and of all other functions and services relating to public health, safety, and physical development normally rendered in accordance with a schedule which will permit the redevelopment of the r4L,cuttruts vd :rttmrxNA k.r,J settssq s4a...yutmv mtacct fiksMnt6e4A .l'.n do< 34 Adopted 7/I8/9S Project Area to be commenced and carried to completion without unnecessary delays. Imposition, whenever necessary, of appropriate design controls within the limits of this Plan in the Project Area to ensure proper development and use of land. 5. Provisions for administration/enforcement of this Plan by the City after completion of development. 6. The undeitaking and completion of any other proceedings necessary to carry out the Project. 7. The expenditure of any City funds in connection with redevelopment of the Project Area pursuant to this Plan. 8. Revision of the City zoning ordinance, adoption of specific plans or execution of statutory development agreements to permit the land uses and facilitate the development authorized by this Plan. SECTION X. (1000) ADMINISTRATION AND ENFORCEMENT Upon adoption, the administration and enforcement of this Plan or other documents implementing this Plan shall be performed by the City and/or the CDC, as appropriate. The provisions of this Plan or other documents enteredinto pursuant to this Plan inay also be enforced by litigation or similar proceedings by either the CDC or the City. Such remedies may include, but are not limited to, specific performance, damages, re-entry onto property, power of termination, or injunctions. in addition, any recorded provisions which are expressly for the benefit of owners of property in the Project Area may be enforced by such owners. SECTION XI. (1100) DURATION OF THIS PLAN With respect to the E.J. Christmanl Area, except for the nondiscrimination and nousegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on November 18, 2009. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. With respect to the South Bay Town and Country Aica, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on June 24, 2015. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. c:`4Mumras am)u„u,aW.1itwfciiri t.F.,.wGr V.Iplanck,c 35 Adopicd 7i 18i' With respect to the Center City Area, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on April 13, 2016. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. With respect to the E.J. Christman2 Area, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on December 13, 2017. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. With respect to the Downtown Original Area, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on December 1, 2021. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. With respect to the Downtown 1985 Amendment Area, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire on April 16, 2025. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. With respect to the Added Area, except for the nondiscrimination and nonsegregation provisions which shall run in perpetuity, the provisions of this Plan shall expire 30 years following adoption of the ordinance approving this Plan. After this time limit, the Agency shall have no authority to act pursuant to this Plan except to pay previously incurred indebtedness and to enforce existing covenants, contracts, or other obligations. SECTION XII. (1200) PROCEDURE FOR AMENDMENT This Plan may be amended by means of the procedure established in Sections 33450-33458 of the Redevelopment Law or by any other procedure hereafter established by law. c'dectartents and scninns`.IdnvisWcal scttugsUenµtu. vxctuct lila4,lkbeVdltlan.th.'c 36 Adnpled 7/18/95 EXHIBIT "A" CITY OF :AN UIL( 0 v"11 I' 1112 .1Va III 1 '•rnnw.1I:gl 1:1,'I ITV ^Ill!, ••I 1 11•IP.—. 1.12, nu4. luuum nl: ul�i!��w` tr1)� :1 glum P 1111� i14p11.. ill! 11� Q i1-1111111111711,1, �� �'1; I:I■ •..11, '.I1,11/:■I: II:111111/11.v_ Palm Ave :1111i1II II a •I 1 i111.11111 Iti -• 8th Street Corridor 111 r'� •-1=7,1jiltlliimii,i:lliil vinisMriih • "■ 07E41m®I Highland Ave r-DE9111 Plaza Blvd 30th St/Sweetwater 4 l hit ('.1111LJAli in National City Redevelopment Project - Parcels Subject to the 2007 Amendment nF' ii ct (u ca IA.ulrci;uy '2Il0f Anlc-xlrnenl Aria nMuniralial Goundary SVUI['C•. Ni'3ilC IU: C.l Phl1h,sl:y 4 EXHIBIT "B" r DOEVE OPMENT COMMISSION OF THE CITY QF NATIONAL CITY National City Redevelopment Project Area LEGAL DESCRIPTION NATIONAL CITY REDEVELOPMENT PROJECT AREA EXISTING AREA AREA "A" The perimeter description of this Project, situated in the City of National City, County of San Diego, State of California, is as follows: All that portion of the incorporated territory of the City of National City, County of San Diego, State of California, described as follows: Beginning at the point of intersection of the centerlines of Division Street and Eighland Avenue, being on the common boundary line between the City of National City and the City of San Diego; thence South 72° 14' 16" West along said centerline of Division Street 3035 feet more or less to the Easterly line.oi Interstate Highway Route 5; thence along' laic Easterly line as follows: Sc'.'. 126 50' 026 East 75.38 feet; thence South 50* 10' East 28.46 feet; thence Southerly along the arc of a 1 200 foot radius curve 65.72 feet; thence South 17' 45' 15" East 1706.82 feet; thence South 12' 02' 37" East 80.40 feet; thence South 17' 45' 15" East 290.36 feet; thence South 72° 14' 25" West 110.07 feet to a tangent 31 foot radius curve concave Easterly; thence Southerly along the arc of said curve 48.69 feet; thence South 17' 45' 15" East 36.78 feet; thence South 3' S9' 30" West 172.85 feet; thence South 17' 45' 15" East 61.98 feet; thence South 72' 14' 25" West 136.32 feet; thence South 16'. 06' 59" West 96.36 feet; thence South 17' 45' 15" East 59.01 feet; thence South 18' 07' West 235.91 feet; thence Southerly along the arc of a 144 foot radius curve concave Easterly 159.60 feet; thence South 18' 08' 56" Kest 66.10 feet; thence South 5' 35' 40" East 22.37 feet; thence South 18' 08' 56" West 210,39 feet; thence North- 72° 14' 25" East 69.20 feet; thence South 17' 07' 17" West 294.76 feet; thence South 5' 17' West 58.63 feet; thence South 14' 51' 00" West 432,91 feet; thence South 41' 43' West 23.92 feet; thence Southerly along the arc of a 162 foot radius curve concave Southeasterly 144.17 feet; thence South 8' 15' West 55.65 feet; thence South 17' 45' 09" East 76.61.feet; thence South 54' 39' East 132.23 feet; thence South 72' 14' 25" West 208.44 feet; thence South 9' 15' West 191.03 feet; thence South 17' 45' 40" East 186.31 feet; thence South 0' 40' 00" East 119.07 feet; thence South 17. 45' 40" East 1050.81 feet; thence South 17' 44' 00" East 7440 feet more or less to the Southerly line of Quarter Section 160 of Rancho de la Nacion on the common boundary line between the City of National City and the City of Chula Vista; thence along said boundary North 72' 08' 04" East 1940 feet more or Less to the Easterly line of National City Boulevard, 100 feet wide; thence Northerly along said Easterly line 2306 feet to the Southerly line of Lot 1 of Quarter Section 151 of said Rancho de 1a Nacion Map No. 166; thence Easterly along said Southerly line 600 feet more or less to the Easterly line of the Westerly half of said Lot 1; thence Northerly along said Easterly line 330 feet to the Northerly line of said Quarter Section 151; thence Easterly along said Northerly line 660 feet to the North and South centerline of Quarter Section 151; thence Southerly along said line 1317 feet` to the Southwest corner of Lot 13; thence Easterly along said Southerly line 240 feet to the centerline of Sweet- water River; thence along said centerline Southwesterly 300 feet more or less to the Westerly line of Lot 12 of Quarter Section 151; thence Southerly along the Westerly line of Lots 12 and 11, a distance of 370 feet to the Northerly line of the Southerly 130 feet of said Lot 11; thence Easterly along said Southerly line 1274 feet to the Westerly line of Highland Avenue; thence Northerly along said Westerly line 502 feet to the Westerly prolonga- tion of the Northerly line of Trousdale Drive; thence Easterly along said prolongation 100 feet to the Easterly line of said Highland Avenue; thence Northerly along said Easterly line 1342 feet to the Northerly line of Quarter- Section 135 of Rancho de la Nacion; thence North 70° 42' 39" East along said Northerly line 1144.05 feet to an angle point on the Easterly line of Parcel 2 of Parcel Map No. 1308; thence along said line North 43' 34' 25" East 17.09 feet; thence North 7° 25' 35" West 125 feet; thence North 1° 08' 45" West 66.84 feet; thence North 4U° 08' 25" East 170.40 feet to the Easterly line of Lot 4 of Quarter SFc- tion 134 of said Rancho de la Nacion; thence North 19° 07' 45" West along said Easterly line 419.48 feet to the Northerly line of 30th Street, Road Survey No. 1323; thence Easterly along said Northerly line to the `e!,terly line o= Edgemere Avenue, Road Survey No. G70; thence Southeasterly along ;aid Westerly line to the Northerly line of State Highway Route 54; thence Easterly along said Northerly line to the Southwesterly cornea of Sweetwater Town & Country Shopping Center Mao No. 8412; thence alon•a the boundary ;i.no. thereof, North 82° 33' 20" t:.«t 243.83 2 feet; thence Easterly along the arc of a 1700 foot radius curve 391.13 feet: thence South 79' 21' 42" East 809.08 feet; thence South 81' 09' 17" East 223.73 feet; thence Easterly along the arc of a 225 foot radius curve 155.79 feet to a compound curve having a radius of 100 feet; thence Northerly along said curve 204.61 feet; thence North 58° 13' 38" West 176.15 feet; thence Northerly along the arc of a 350 foot radius curve 222.34 feet; thence North 22° 06' 31" West 282.67 feet; thence North 71° 15' 46" West 105.74 feet; thence North 69" 22' 14" West 209.66 feet; thence North 78' 34' 34" West 208.58 feet; thence Westerly along the arc of a 957 foot radius curve 350 feet more or less to a point on the boundary line of Course No. 6 of the City -of National City Ordinance No. 1019; thence along said boundary being along the Southerly pro- longation of the Easterly line of Lot 52 of Lincoln Acres Map No. 1740, North 29° 17' 30" West 150 feet to the North- easterly corner of said Lot 52; thence Northeasterly along the Southeasterly line of Grove Street as shown on said Map No. 1740, 215 feet; thence Northwesterly 185.26 feet to a point on the Easterly line of Lot 4 of said Map No. 1740;. thence North 31' 54' 1'lest to the Northeast corner of•said Lot 4; thence South 71° 05' West 49.37 feet; thence South 58' 06' West along the Northerly lines of Lots 4 and 3 a distance of 101.80 feet to the Easterly line of Lot 20 of said Map No. 1740; thence North 52' 06' West along said line 106.44 feet to the North line of the South 100 feet of Lots 20 and 21 of said Map No. 1740; thence along said line South 58' 06' West 230 feet to th'e West line of said Lot 20; thence North 18' 55' West along the West line of said Map No. 1740 a distance of 370 feet more or less to an anglepoint on the boundary line of the City of National City, Ordinance No. 1061; thence Easterly along the Southerly line thereof 50 feet to the Easterly line of Lincoln Court; thence Northerly along said Easterly line 48 feet to the South line of Lot 15 of said Map No. 1740; thence North 61' 12' 30' East 296.52 feet to the Southeast corner of said Lot 15; _ thence.North 28' 47' s0" West 142.40 feet along the West- erly line of Lots 11 and 12 to the Southerly line of the North 20 feet of said Lot 12; thence North 61° 12' 30" East 85 feet more or'less along said Southerly line to an angle point on said boundary line of the City of National City last mentioned; thence Northerly along the Easterly line thereof 92.16 feet to the Southerly line of said Lincoln Court; thence North 72' 49' 00" East along said Southerly line 82.20 feet to the Southerly prolongation of the Westerly line of Lot 27 of said Map No. 1740; thence along said prolongation and along said line North 19' 03' 00" West 330 feet to the Northwesterly corner of said Lot 27; thence North 44' 14' East 111.90 feet to the Southwest corner of Lot 30 of said Map No. 1740; thence North 19° 03' 00' West 230 feet to the Northwest corner of Lot 31 of said Map No. 1740; thence South 81' 34' 00" East 162.79 feet to a point on the boundary line of Rae Place as shown on said Map No.'.1740; thence Northeasterly along the arc of a 40 foot radius curve 62.83 feet to the West- erly line of Lot 33 of said Map No. 1740; thence North 19' 03' 00' West 43 feet along said Westerly line to the Southerly line of Lot 4 of Las Palmas Park Villas, Map No. 9128; thence along said Southerly line North 72° 13' East 120 feet to an anale point thereon; thence South 17° 53' 09" East 97 feet; thence North 73° 13' East 120 feet; thence South 17' 53' 09" East 2.82 feet; thence North 71' 57' 37" East 255 feet more or less to the East- erly line of Newell Street as shown on the Westerly line of Interstate Route 805; thence along said Westerly line of said Interstate Route K05 as follows: Northerly along the arc of a 330 foot radius curve 43.99 feet; thence North 12' 07' 40" West 258.68 feet; thence Northerly along the arc of a 1030 foot radius curve 98.37 feet; thence North 17' 36' West 685.32 feet: thence Northerly along the arc of a 1030 foot radius curve 93.63 feet; thence North 22' 48' 34" Wes. 263.55 feet; thence Northerly along the arc of a 970 foot radius: curve 88.19 feet; thence North 17' 36' West 809.91 feet; thence North 10' 47' 26" East 42.23 feet; thence North 17. 41' 02" West 200.33 feet; thence North 25' 18' 37" West 474.78 feet; thence North 45' Se' 36" West 67.83 feet; thence North 17° 43' 57" :rest 125.00 feet; thence North 31° 33' 50" West 688.61 feet; thence South 78° 59' 11" West 26.20 feet; thence North 45' 54' 02" West 17.68 feet; thence South 78° 59' 11" West 96.00 feet; thence North 15° 23' 31" West 30.29 feet; thence North 43° 19' 20' West 105.88 feet; thence North 17',44' 49" West 20 feet; thence North 56' 59' 46" East 106.76 feet; thence North 23° 34' 11" West 190.Oi feet; thence North 3. 36' 49" West 142.30 feet; thence North 17. 53' 05' West 540.09 feet; thence North•27* 06' SS" East 35.36 feet; thence North 17' 53' 05" west 308.70 feet; thence North 25' 49' 53" West 180.84 feet; thence North 17' 53' 05' West 200 feet; thence North 21' 47' 45' West 250.59 feet; thence North 28° 01' 52' :lest 99.44 feet; thence South 51. 53' 08" West 42.24 feet; thence .forth 17' 52' 10" West 236.99 feet; thence North 57' 37' 09" West 172.52 feet; thence North 39° 07' 16" West 452.83 feet; thence South 72° 13' 30' West 6.64 feet; thence North 17' 46' 30' West 89.72 feet; thence North 46' 21' 02' West 113.63 feet; thence South 72' 00' 25" West 50.35 feet; thence North 40' 42' 58" West 283.16 feet; thence North 55' 54' 39' West 457.20 feet; thence :forth 50. 24' 12" West 661.84 feet; thence Northerly along the arc of a 30 foot radius curve 64.23 feet; thence North 59' 31' 47" West 107.30 feet; thence Northerly along the arc of a. 30 foot radius curve 33.50 feet; thence North 43. 45' 17" West 244.18 feet; thence Northerly along the arc of a 599 loot radius curve 114.56 feet; thence North 74° 26' 28' West 222.29 feet; thence North 28- 30' 14" West 28.97 feet; thence North 48. 01' 12" West 188.16 feet to the common boundary line of the City of San Diego and the City of National City; thence along said line South'- 0' 45' 45" West 50.99 feet to an angle point thereon; thence South 89° 58'West along said line 637.21 feet to the West line of Lot 70 feet Horton's Purchase Map No. 283; thence North 0' 01' 30" East along the hest line thereof 218 feet to the centerline of Delta Street; thence along said centerline South 89' 55' 25" West 1335.78 feet to the centerline of Highland Avenue; thence Southerly along said centerline being along said common boundary 1500 feet more or tess to the point of beginning. The land area contained within the Project Boundary is approximately 2,080 acres. 4 LEGAL DESCRIPTION NATIONAL CITY REDEVELOPMENT PROJECT AREA ADDED AREA AREA " B' Those properties located in the City of National City, County of San Diego, State of California, described as follows: Beginning at the intersection of the Southerly Right-of-way of 8th Street and the Westerly Right-of-way of Interstate 5; thence along said Westerly Right-of-way the following courses: South 17°45'09" East 150.03 feet; thence South 12°04'00" East 100.63 feet; thence South 08°26'44" East 284.00 feet; thence South 13°50'25" West 152.72 feet; thence South 16°06'34" West 332.55 feet; thence South 17°45'40" East 186.36 feet; thence South 08°23'31" West 499.35 feet; thence South 15°38'16" West 108.99 feet; thence South 20°20'00" West 89.72 feet; thence South 49°07'00" West 25.00 feet; thence leaving said Westerly Right-of-way South 06°41'56" East 233.22 feet to an angle point in said Westerly Right-of-way; .thence continuing along said Westerly Right-of-way the following courses: South 17°45'40" East 604.39 feet; thence South 26°30'24" East 52.61 feet; thence South 17°45'40" East 2245.01 feet; thence South 02°39'23" East 333.59 feet; thence South 52 ° 52' 19" West 24.46 feet; thence South 72° 14'00" West 260.17 feet; thence South 17°45'40" East 80.00 feet; thence South 88°45'34" East 182.30 feet; thence South 79°41'54" East 120.04 feet; thence South 31 °19'37" East 268.23 feet; thence South 30°11'05" West 66.08 feet; thence South 27°10'57" East 34.34 feet; thence leaving said Westerly Right-of-way along the boundary of Record of - Survey 11749, South 72°16'11" West 307.21 feet; thence South 17°43'49" East 164.89 feet; thence South 72° 16' 11 " West 316.34 feet to the beginning of a non - tangent 1652.28 foot radius curve concave Southwesterly, to which a radial line bears North 76°38'43" East; thence Southeasterly along the arc of said curve and the Easterly Right-of-way of the San Diego and Arizona Eastern Railroad as shown on said Record of Survey 11749 through a central angle of 02°26'51" a distance of 70.58 feet; thence South 10°54'26" East 504;27 feet to the beginning of a tangent 1213.11 foot radius curve concave Northeasterly; thence Southeasterly along the arc of said curve through a central angle of 06°22'46" a distance of 135.07 feet; thence North 72°42'48" East 10.00 feet to the beginning of a non -tangent 1203.11 foot radius curve concave Northeasterly, to which a radial line bears South 72°42'48" West; thence Southeasterly along the arc of said curve through a central angle of 34° 14'07" a distance of 718.88 feet; thence South 51 °31' 18" East 233.81 feet to the beginning of a non -tangent 598.69 foot radius curve concave Southwesterly, to which a radial line bears North 38°57'27" East; thence Southeasterly along the arc of said curve through a central angle of 33 ° 18' 19" a distance of 348.01 feet; thence South 17°44'14" East 71.01 feet; thence South 17°42'10" East 971.98 feet to the City of National City/Chula Vista City boundary; thence leaving .said Easterly railroad Right-of-way Southwesterly along said City boundary as shown on Miscellaneous Map 564 South 72°15'22" West 1629.76 feet to the intersection of the Southerly prolo:gation of the Easterly Right-of-way of Tidelands Avenue; thence along said prolongation and the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 1031.20 feet to the intersection of the Easterly Right-of-way of Tidelands Avenue and the Southerly Right-of-way of 32nd Street; thence North 23°03'04" West 108.46 feet to the intersection of the Easterly Right-of-way of Tidelands Avenue and the Northerly Right-of-way of 32nd Street; thence along the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 2430.00 feet to the Southerly Right-of- way of 24th Street; thence North 17°07'00" West 80.00 feet to the Northerly Right- of-way line of said 24th Street said point being also on the Easterly Right-of-way of said Tidelands Avenue; thence along the Easterly Right-of-way line of said Tidelands Avenue North 15 °00'40" West 15.02 feet, said point being a prolongation of the Flight -of -way of said 24th Street; thence leaving said Easterly Right-of-way of Tidelands Avenue South 72° 14'20" West along said prolongation and Northerly Right- of-way of said 24th Street 360.37 feet to an angle point in said Northerly Right-of- way of 24th Street; thence continuing along said Northerly Right-of-way of 24th Street South 17 °45'40" East 15.00 feet to an angle point in said Northerly Right-of- way of 24th Street; thence along said Northerly Right-of-way of said 24th Street and a prolongation thereof South 72°14'20" West 715.55 feet to a point on the U.S. Bulkhead Line; thence along said U.S. Bulkhead Line North 06°35'32" West 314.21 feet to a point on the boundary of the San Diego Unified Port District lands; thence along said boundary North 83°24'28" East 107.43 feet; thence North 06°35'32" West 160.57 feet to the beginning of a tangent 564.18 foot radius curve concave Southeasterly; thence Northeasterly along the arc of said curve through a central angle of 74°24'15" a distance of 732.64 feet; thence North 06°35'32" West 1037.74 feet; thence North 83°24'28" East 269.08 feet; thence North 06°35'32" - West 1587.95 feet; thence North 83°24'28" East 583.96 feet to a point on the Westerly Right-of-way tine of Tidelands Avenue; thence leaving said Port District lands along said Westerly Right-of-way line of Tidelands Avenue North 10°03'44" East 365.20 feet to the Northerly Right-of-way line of Civic Center Drive (formerly 13th Street); thence along said Northerly Right-of-way North 72° 14'20" East 147.09 feet to a point on the Westerly Right-of-way of the Atchison Topeka and Santa Fe Railroad; thence along said Westerly Right-of-way North 05°48'13" East 67.47 feet to the beginning of a tangent 5679.65 foot radius curve concave Westerly; thence Northerly along said curve through a central angle of 02°29'39" an arc distance of 247.24 feet to an intersection with the centerline of 12th Street (now closed); thence leaving the said Westerly Railroad Right-of-way along said centerline North 72°14'20" East 474.70 feet to the Westerly Right-of-way of McKinley Avenue; thence along said Westerly Right-of-way North 17°45'40" West 40.00 feet to the Northerly Right-of- way of 12th Street; thence along said Northerly Right-of-way North 72°14'20" East 40.00 feet to the centerline of McKinley Avenue (now closed); thence along said centerline North 17°45'40" West 330.37 feet to the Northerly Right-of-way of 11th Street (now closed); thence along said Northerly Right-of-way North 72°14'20" East 290.25 feet to the Westerly Right-of-way of Taft Avenue; thence along said Westerly Right-of-way North 17°45'07" West 910.30 feet to the Southerly Right of -way of 8th Street; thence along said Southerly Right of -way North 72°14'25" Fast 466.14 feet to the Point of Beginning. Containing 317 acres more or Tess. The above description was compiled or calculated from existing available record information and not a field survey by Rick Engineering Company. Chris D. Ciremele 1-24-94 L.S. 5267 J-12174 EXHIBIT A LEGAL DESCRIPTION BOUNDARY OF HARBOR DISTRICT PRELIMINARY REDEVELOPMENT PLAN Those properties located in the City of National City, County of San Diego, State of California, described as follows: Beginning at the intersection of the Southerly Right-of-way of 8th Street and the Westerly Right-of-way of Interstate 5; thence along said Westerly Right-of-way the following courses: South 17°45'09" East 150.03 feet; thence South 12°04'00" East 100.63 feet; thence South 08°26'44" East 284.00 feet; thence South 13°50'25" West 152.72 feet; thence South 16°06'34" West 332.55 feet; thence South 17°45'40" East 186.36 feet; thence South 08°23'31" West 499.35 feet; thence South 15°38'16" West 108.99 feet; thence South 20°20'00" West 89.72 feet; thence South 49°07'00" West 25.00 feet; thence leaving said Westerly Right-of-way South 06°41'56" East 233.22 feet to an angle point in said Westerly Right-of-way; thence continuing along said Westerly Right-of-way the following courses: South 17°45'40" East 604.39 feet; thence South 26°30'24" East 52.61 feet; thence South 17°45'40" East 2245.01 feet; thence South 02°39'23" East 333.59 feet; thence South 52°52'19" West 24.46 feet; thence South 72°14'00" West 260.17 feet; thence South 17°45'40" East 80.00 feet; thence South 88°45'34" East 182.30 feet; thence South 79°41'54" East 120.04 feet; thence South 31 °19'37" East 268.23 feet; thence South 30° 11'05" West 66.08 feet; thence South 27° 10'57" East 34.34 feet; thence leaving said Westerly Right-of-way along the boundary of Record of Survey 11749, South 72°16'11" West 307.21 feet; thence South 17°43'49" East 164.89 feet; thence South 72°16'11" West 316.34 feet to the beginning of a nor - tangent 1652.28 foot radius curve concave Southwesterly, to which a radial line bears North 76°38'43" East; thence Southeasterly along the arc of said curve and the Easterly Right -of- way of the San Diego and Arizona Eastern Railroad as shown on said Record of Survey 11749 through a central angle of 02°26'51" a distance of 70.58 feet; thence South 10°54'28" East 504.27 feet to the beginning of a tangent 1213.11 foot radius curve concave Northeasterly; thence Southeasterly along the arc of said curve through a central angle of 06°22'46" a distance of 135.07 feet; thence North 72°42'48" East 10.00 feet to the beginning of a non -tangent 1203.11 foot radius curve concave Northeasterly, to which a radial line bears South 72°42'48" West; thence Southeasterly along the arc of said curve through a central angle of 34°14'07" a distance of 718.88 feet; thence South 51 °31'18" East 233.81 feet to the beginning of a non -tangent 598.69 foot radius curve concave Southwesterly, to which a radial line hears North 38°57'27" East; thence Southeasterly along the arc of said curve through a central angle of 33° 18' 19" a distance of 348.01 feet; thence South 17°44'14" East 71.01 feet; thence South 1 /°42'10" East 971.98 feet to the City of National City/Chula Vista City boundary; thence leaving said Easterly railroad Right -of way Southwesterly along said City boundary as shown on Miscellaneous Map 564 South 72°15'22" West 1629.76 feet to the intersection of the. Southerly prolongation of the Easterly Right-of-way of Tidelands Avenue; thence along said prolongation and the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 1031.20 feet to the intersection of the Easterly Right-of-way of Tidelands Avenue and the Southerly Right-of-way of 32nd Street; thence North 23'03'04" West 108.46 feet to the intersection of the Easterly Right-of-way of Tidelands Avenue and the Northerly Right-of-way of 32nd Street; thence along the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 2430.00 feet to the Southerly Right-of- way of 24th Street; thence North 17°07'00" West 80.00 feet to the Northerly Right- of-way line of said 24th Street said point being also on the Easterly Right-of-way of said Tidelands Avenue; thence along the Easterly Right-of-way line of said Tidelands Avenue North 15°00'40" West 15.02 feet, said point being a prolongation of the Right-of-way of said 24th Street; thence leaving said Easterly Right-of-way of Tidelands Avenue South 72°14'20" West along said prolongation and Northerly Right- of-way of said 24th Street 360.37 feet to an angle point in said Northerly Right-of- way of 24th Street; thence continuing along said Northerly Right-of-way of 24th_ Street South 17°45'40" East 15.00 feet to an angle point in said Northerly Right-of- way of 24th Street; thence along said Northerly Right-of-way of said 24th Street and a prolongation thereof South 72°14'20" West 715.55 feet to a point on the U.S. Bulkhead Line; thence along said U.S. Bulkhead Line North 06°35'32" West 314.21 feet to a point on the boundary of the San Diego Unified Port District Lands; thence along said boundary North 83°24'28" East 107.43 feet; thence North 06°35'32" West 160.57 feet to the beginning of a tangent 564.18 foot radius curve concave Southeasterly; thence Northeasterly along the arc of said curve through a central angle of 74°24'15" a distance of 732.64 feet; thence North 06°35'32" West 1037.74 feet; thence North 83°24'28" East 269.08 feet; thence North 06°35'32" West 1587.95 feet; thence North 83°24'28" East 583.96 feet to a point on the Westerly Right-of-way line of Tidelands Avenue; thence leaving said Port District lands along said Westerly Right-of-way line of Tidelands Avenue North 10°03'44" East 365.20 feet to the Northerly Right-of-way line of Civic Center Drive (formerly 13th Street); thence along said Northerly Right-of-way North 72°14'20" East 147.09 feet to a point on the Westerly Right-of-way of the Atchison Topeka and Santa Fe Railroad; thence along said Westerly Right-of-way North 05°48'13" East 67.47 feet to. the beginning of a tangent 5679.65 foot radius curve concave Westerly; thence Northerly along said curve through a central angle of 02°29'39" an arc distance of 247.24 feet to an intersection with the centerline of 12th Street (now closed); thence leaving the said Westerly Railroad Right-of-way along said centerline North 72 ° 14'20" East 474.70 feet to the Westerly Right-of-way of McKinley Avenue; thence along said Westerly Right-of-way North 17°45'40" West 40.00 feet to the Northerly Right-of- way of 12th Street; thence along said Northerly Right-of-way North 72°14'20" East 40.00 feet to the centerline of McKinley Avenue (now closed); thence along said centerline North 17°45'40" West 330.37 feet to the Northerly Right-of-way of 11th Street (now closed); thence along said Northerly Right-of-way North 72° 14'20" East 290.25 feet to the Westerly Right-of-way of Taft Avenue; thence along said Westerly Right-of-way North 17°45'07" West 910.30 feet to the Southerly Right-of-way of 8th Street; thence along said Southerly Right-of-way North 72°14'25" East 466.14 feet to the Point of Beginning. Containing 542 acres more or less. The above description was compiled or calculated from existing available record information and not a field survey by Rick Engineering Company. _Chi, D___a;,,,gitQ Chris D. Ciremele L.S. 5267 1-24-94 J-12174 EXHIBIT A LEGAL DESCRIPTION SUBAREA 1 OF HARBOR DISTRICT PRELIMINARY REDEVELOPMENT PLAN These properties located in the City of National City, County of San Diego, State of California, described as -follows: Beginning at Point "A", as described in Subarea 3 of Harbor District Preliminary Redevelopment Plan; thence South 17°45'40" East 80.00 feet; thence South 88°45'34" East 182.30 feet; thence South 79°41'54" East 120.04 feet; thence South 31°19'37" East 268.23 feet; thence South 30°11'05" West 66.08 feet; thence South 27°10'57" East 34.34 feet; thence leaving said Westerly Right-of-way along the boundary of Record of Survey 11749 on file in the office of the County Recorder of San Diego County, South 72° 16' 1 1 " West 307.21 feet; thence South 17°43'49" East 164.89 feet; thence South 72°16'11" West 316.34 feet to the beginning of a non -tangent 1652.28 foot radius curve concave Southwesterly, to which a radial line bears North 76°38'43" East; thence Southeasterly along the arc of said curve and the Easterly Right-of-way of the San diego and Arizona Eastern Railroad as shown on said Record of Survey 11749 through a central angle of 02°26'51" a distance of 70.58 feet; thence South 10°54'26" East 504.27.feet to the beginning of a tangent 1213.11 foot radius curve concave Northeasterly; thence Southeasterly along the arc of said curve through a central angle of 06°22'46" a distance of 135.07 feet; thence North 72°42'48" East 10.00 feet to the beginning of a non -tangent 1203.11 foot radius curve concave Northeasterly, to which a radial line bears South 72°42'48" West; thence Southeasterly along the arc of said curve through a central angle of 34°14'07" a distance of 718.88 feet; thence South 51°31'18" East 233.81 feet to the beginning of a non -tangent 598.69 foot radius curve concave Southwesterly, to which a radial line bears North 38°57'27" East; thence Southeasterly along the arc of said curve through a central angle of 33° 18'19" a distance of 348.01 feet; thence South 17°44'14" East 71.01 feet; thence South 17°42'10" East 971.98 feet to the City of National City/Chula Vista City boundary; thence leaving said easterly railroad Right-of-way Southwesterly along said City boundaries shown on Miscellaneous Map 564 South 72°15'22" West 1629.76 feet to the intersection of the prolongation of the Easterly Right-of-way of Tidelands Avenue; thence along said prolongation and the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 1031 .20 feet to the intersection of the Easterly Right- of-way of Tidelands Avenue and the Souhterly Right of -way of 32nd Street; thence North 23°03'04" West 108.46 feet to the intersection of the Easterly Right-of-way of Tidelands Avenue and the Northerly Right-of-way of 32nd Street; thence along the Easterly Right-of-way of Tidelands Avenue North 17°45'40" West 2430.00 feet to the Southerly Right-of-way of said 24th Street; thence North 17°07'00" West 80.00 G?f feet to the Northerly Right- of -way fine of said 24th Street; thence along said Northerly Right-of-way North 72°14'20" East 1600.52 feet to the POINT OF BEGINNING. Containing 126 acres more or less. The above description was compiled or calculated from existing available record information and not a field survey by Rick Engineering Company CAAA4, C Chris D. Ciremele 1-24-94 L.S. 5267 (Job No. 12174) feet to the Northerly Right-of-way line of said 24th Street; thence along said Northerly Right-of-way North 72° 14'20" East 1600.52 feet to the POINT OF BEGINNING. Containing 126 acres more or Tess. The above description was compiled or calculated from existing available record information and not a field survey by Rick Engineering Company awl, atioa2,4 Chris D. Ciremele 1-24-94 L.S. 5267 (Job No. 12174) EXHIBIT A LEGAL DESCRIPTION SUBAREA 2 OF HARBOR DISTRICT PRELIMINARY REDEVELOPMENT PLAN Those properties located in the City of National City, County of San Diego, State of California, described as follows: Beginning at Point "A", as described in Subarea 3 of Harbor District Preliminary Redevelopment Plan; thence Westerly along the Northerly Right-of-way of 24th Street South 72°14'20" West 389.83 feet to a point on the Westerly Right-of-way of Harrison Avenue, said point being the TRUE POINT OF BEGINNING; thence continuing along the Northerly Right-of-way of said 24th Street South 72°14'20" West 1210.69 feet to the Easterly Right-of-way of Tidelands Avenue; thence Northerly along the Easterly Right-of-way of said Tidelands Avenue North 15°00'40" West 15.02 feet; thence leaving said Right-of-way along the Northerly Right-of-way of 24th Street South 72° 14'20" West 360.37 feet to an angle point in said Northerly Right-of-way of 24th Street; thence continuing along said Right-of-way South 17°45'40" East 15.00 feet; thence South 72°14'20" West 715.55 feet to the U.S. Bulkhead line as shown on Miscellaneous Map 564; thence along said line North 06°35'32" West 314.21 feet to a point on the boundary of the San Diego Unified Port District lands; thence along said boundary North 83°24'28" East 107.43 feet; thence North 06°35'32" West 160.57 feet to the beginning of a tangent 564.18 foot radius curve concave Southeasterly; thence Northeasterly along the arc of said curve through a central angle of 74°24'15" a distance of 732.64 feet; thence North 06°35'32" West 1037.74 feet; thence North 83°24'28" Fast 269.08 feet; thence North 06°35'32" West 1587.95 feet; thence North 83°24'28" Fast 583.96 feet to a point on the Westerly Right-of-way line of Tidelands Avenue; thence leaving said Port District lands along said Westerly Right-of-way line of Tidelands Avenue North 10°03'44" East 365.20 feet to the Northerly Right-of-way line of Civic Center Drive (formerly 13th Street); thence along said Northerly Right-of-way North 72°14'20" East 102.64 feet to the centerline of Harrison Avenue; thence Southerly along said centerline South 17°45'40" East 3301.70 feet to the Northerly Right-of-way line of 23rd Street; thence along said Northerly Right-of-way line of 23rd Street South 72°14'20" West 40.00 feet to the Westerly Right-of-way of Harrison Avenue; thence along said Westerly Right-of-way South 17°45'40" East 330.20 feet to the TRUE POINT OF BEGINNING. Containing 113 acres more or Tess. The above description was compiled or calculated from existing available record information and not a field survey by Rick Fn.ineering Company. Chris D. Cirernele 1-24-94 L.S. 5267 (Job No. 12174) EXHIBIT A LEGAL DESCRIPTION SUBAREA 3 OF HARBOR DISTRICT PRELIMINARY REDEVELOPMENT PLAN Those properties located in the City of National City, County of San Diego, State of California, described as follows: Beginning at the intersection of the Southerly Right-of-way of 8th Street and the Westerly Right-of-way of Interstate 5; thence along said Westerly Right-of-way the following courses: South 17°45'09" East 150.03 feet; thence South 12°04'00" East 100.63 feet; thence South 08°26'44" East 284.00 feet; thence South 13°50'25" West 152.72 feet; thence South 16°06'34" West 332.55 feet; thence South 17°45'40" East 186.36 feet; thence South 08°23'31" West 499.35 feet; thence South 15°38'16" West 108.99 feet; thence South 20°20'00" West 89.72 feet; thence South 49 °07'00" West 25.00 feet; thence leaving said Westerly Right-of-way South 06°41'56" East 233.21 feet to an angle point in said Westerly Right-of-way; thence continuing along said Westerly Right-of-way the following courses: South 17°45'40" East 604.39 feet; thence South 26°30'24" East 52.61 feet; thence South 17°45'40" East 2245.01 feet; thence South 02°39'23" East 333.59 feet; thence South 52°52'19" West 24.46 feet; thence South 72°14'00" West 260.17 feet to a point on the Northerly Right-of-way of 24th Street, said point herein after referred to as Point "A"; thence along said Northerly Right-of-way of said 24th Street South 72°14'20" West 389.83 feet to a point on the Westerly Right-of-way of Harrison Avenue; thence along said Westerly Right-of-way of Harrison Avenue North 17°45'40" West 330.20 feet; thence leaving said Westerly Right-of-way North 72°14'20" East 40.00 feet to the centerline of said Harrison Avenue; thence along the centerline of said Harrison Avenue North 17°45'40" West 3301.70 feet to the Northerly Right-of-way of Civic Center Drive (formerly 13th Street); thence along said Northerly Right-of-way North 72°14'20" East 44.45 feet to a point on the Westerly Right-of-way of the Atchison Topeka and Santa Fe Railroad; thence- along said Westerly Right-of-way North 05 °48' 13" East 67.47 feet to the beginning of a tangent 5679.65 foot radius curve concave Westerly; thence Northerly along said curve through a central angle of 02°29'39" an arc distance of 247.24 feet to an intersection with the centerline of 12th Street (now closed); thence leaving said Westerly Railroad Right-of-way along said centerline North 72°14'20" East 474.70 feet to the Westerly Right-of-way of McKinley Avenue; thence along said Westerly Right-of-way North 17°45'40" West 40.00 feet to the Northerly Right-of-way of 12th Street; thence along said Northerly Right-of-way North 72°14'20" East 40.00 feet to the centerline of McKinley Avenue (now closed); thence along said centerline North 17 °45'40" West 330.37 feet to the Northerly Right-of-way of 1 1 th Street (now closed); thence along said Northerly Right-of-way North 72°14'20" East 290.25 feet to the Westerly Right-of-way of Taft Avenue; thence along said Westerly Right-of-way North 17°45'07" West 910.30 feet to the Southerly Right-of-way of 8th Street; thence along saki Southerly Right-of-way North 72°14'25" East 466.14 feet to the POINT OF BEGINNING. Containing 78 acres more or less. The above description was compiled or calculated from existing available record information and not a field survey by Rick Engineering Company. C_ ,(nQmf Chris D. Ciremele 1-24-94 L.S. 5267 (Job No. 12174) ob 3,10M1Y . {^I .Y7bt ..II.«111 $„ 1,2"' ... it j.,...�,ti ayr�r / .z,1 I bl. HhC i A?h?1�S SC '?l9J3t! SS'tbrl Ms1 I,,II I,dA ' 44.9,7s "1441.. A3110. •ul y,__ HI ./1"�+t 1 1 •laver.,iS`..Sr 1, MK 3tJ77r/\I/ .•• .„‘./.l�rl.MHrM/ l „sir36, b. EXIIIBIT C PUBLIC FACILITIES AND INFRASTRUCTURE IMPROVEMENTS PROJECTS Project Description: Public Facilities/Intrastnicture Improvement project to be constructed/implemented during the life of the Redevelopment Plan shall include but not be limited to: I STREET IMPROVEMENTS: Street improvements, including but not limited to street construction, median construction, drainage improvements, landscaping and street furniture throughout the Project Area arid the construction of additional streets to improve circulation. 1i 'TRAFFIC SIGNAL, TRAFFIC CALMING, PARKING & LIGIITING IMPROVEMENTS: To facilitate improved circulation flow and reduce traffic congestion tor motorists, pedestrians and bicyclists. III PARK ANI) RECREATION IMPROVEMENTS, LIBRARY ANI) ARTS FACILITIES: To provide safe, attractive, and well -maintained park and recreation facilities for the public by rehabilitating and/or installing improvements and amenities at parks, recreation and open space locations throughout the Project Area. IV CAPITAL FACILITY IMPROVEMENTS: 'To develop and rehabilitate community facilities to meet the needs of the City's residents. V ECONOMIC DEVELOPMENT: Public facility and infrastructure improvements within the Project Area to facilitate a more robust economic envirotunent and to increase commerce. VI IIOIJSTNG PROGRAMS: To preserve, rehabilitate, increase and improve the community's supply of housing affordable to very low, low and moderate income households and to increase opportunities for home ownership throughout the Project Area. VFI PUBLIC SAFETY AND SECURTIY: To provide physical and technological enhancements to enhance public safety and protection. Examples of such improvements may include but arc not limited to fencing of properties, the rehabilitation or construction of police storefronts, physical and technological improvements at Police Station(s) and Fire Stations within the Project Area. 1• .1rrrer,ekyrt1,n1crm.•,pCnJcncc\jcle'cl ylui.uanbtru.: JpI.a w•frb,h Jci EXHIBIT 1) LOCATION OF REAL PROPERTY POTENTIALLY SUBJECT TO ACQUISITION BY EMINENT DOMAIN Pursuant to Section 603 of this Plan, the CDC may acquire the following properties through the use of eminent domain: Existing Area (as defined in Section 300 of this Plan) • All parcels located immediately cast and adjacent to National City Boulevard, between Division Street and the south City limits. • All parcels located immediately west and adjacent to National City Boulevard, between Division Street and State Route 54. • All parcels located immediately west and adjacent to Civic Center Drive, between Interstate 5 and National City Boulevard. • All parcels located immediately south and adjacent to Civic Center Drive, between Interstate 5 and National City Boulevard. • All parcels located immediately north and south and adjacent to 8th Street, between Interstate 5 and "D" Avenue. Added Arca (as defined in Section 300 of this Plan) All property in the Added Area, excepting the San Diego Unified Port District property. IN EXISTING AM) ADDED AREAS, SINGLE-FAMILY AND MULTI -FAMILY RESIDENTIAL PROPERTIES ARE SPECIFICAI,I,Y EXCLUDED FROM THE EJSE OF EMINENT DOMAIN. The residential exemption applies to those single-family and multi -family residences that are:1) a law till conforming use or lawful nonconforming use as a residence;2) a dwelling as defined by National City Municipal Code section 18.04.208 as it currently exists or is hereafter amended; and 3) the primary intended use of the structure is for a residential use. Structural Obsolescence Westside Areas 0 mt 1 01. SAN CIFGO r'; ., I�i -- . tip.. . r lis� •E�o.. f IIIII .--6 - 1_ _= .I __LIUI'' i,1J 1111. 1.1'iI`_ —• 111 111 III, 2 11 i'1 I..1111.1111P ••..• 111 11..11111111112111 11.,'+11` 'I uu ul,lu : mil vpunl •■: IIIIIIP1�inu:::";,•..,,,., ii. rda,' - ..II I111111111u _• a • •y IIII ■j11111111111111 f ,.1.11'1111111.. ` nle; P.1 --c 0 -1 '1;. II MN ill . IIII 11 L11"III� M®®�m ./��I .IIII l`I SIVI®®®E® _ 1qqI'�-1I ■®®SI®®41111111111M201110 n 4D AEI ■.rubiiii:1, r All:1011 „,„ .... mg NATIONAL 111 1 USA I�'ir ®®I11®■ 8215011;.! IliIll 1 ffiL' n1 --:7ti '' - p Mu l'EF1411 _ J •__ _ •. i.•. LEPEE; .. _ - -.. !. 1. .III 1 .IIII T IN ,: IN" n11 111�. ..'_ MIM-6:'1■III •1 all tc.-1 1$ N.. 1 - •• imi Mill -a.'" M T.-..:§iP --MIN - I uuI I1' .��~I lilt ;l .kti v 3. rah = .lv. 1;� 1:r ,11 r iii a-1111�- 1LI •: .1 Aiwa a __ • 30th 8ti8weetwater I. • 11111■ 1111 ■.11.. II11.1 ri 1111 1f., ■I1 II 1111 :1_ I..I.lII11N1� _.I = Palm Ave a 8th Street Corridor IIII U.II:.�Inllll= ills •iII;!-• 111,1 III! ■� =--1 •4 11:1110 _IIII,11, =ul� .110 1111 11.11 gip rzi— IN -gall; _ . 11- mina Plaza Blvd :111, -i 1 1 .. .p 11 = 1. II II:1,'1.1 ._1.11:I 111 ■ • :-I I•• •'�1 •al11111 at lull, s, III IIII■ .111= 111/1111 .1111 111-. all 1111 IIIII tow • ill hill National City Redevelopment Project 1.1 ❑ 111 -ll •IIII -.11;11 Cd 11■I. u!nl.- .1111n11t 1 rlulll nd Ave CHULA VISTA Project A -ea Boundary El 2007Amename.nt 4= Municipal Boundary ® Structural Obsolescence EXHIBIT "B" Source: National City P/anninp 9— ME un in.®�®_ ■ •11111111111®®Miliiii MO11111111111110 OWE M I ~�� i:► ®® s®®�-!�_ National City Redevelopment Project =I= .� a4=\ =••!•motim lu -IllII11All , -II.i:Iii III Joel. ■eon o. lvd L :...�,.• , _,�+ -1i .1.1, - `II./li..❑ .— a, ;o_N d" I.7 ��11a1:1111 ' •.I•„ . .-.,..—..h.t .• it.ce I: �,r,- . 41'. t n•.a ,—��. 11 • I.�.i Projcct Area Boundary In 2007 Amendmert Murnopal Boundary IIII1 Incompatible Adjacent Uses EXHIBIT "C" N j F S l Sourco' National City Planning Deterioration & Dilapidation WestsIda Areas CI-v or SAN Di FGO or.It /Illy= -I u1i t11.111 ra. _ ruu NATIONAL u,nz iiiiinteti 1_ rony1:4 'L„c wlumc-'' Iii I1I111V1_, 11r1"111pu L' 1 -1 . _era It 11 ue.110 . 1 • 1111 U111 III1111111i� , y111 11i11t!!'1i!! 11111.1 Ih'1 an !ts zc: tIIIINNll1° = 1unuIu1117 Palm Ave 8th Street Corridor _ull....V mum -••1� , 1 111 -1i:=uw . dl I/IUJW• MII1v1 .:ma LI rsis IL �I National City Redevelopment Project Plaza Blvd = u,inu n1� .Uan�- un 1mPnuil 111111.- �t��alnul, ��11.'-.G Iu1hC r.aZ 1i Highland Ave 30th St/Sweetwater CHVI.AVIS7A Project Area Boundary Et! 2O07 Amendment Munto;knl Boundary III Deterioration & D'Iapidalion EXHIBIT "D" Source: National City Planning • CITY OF SAt, DIhCO •„1 '= ...Audi I..It9 ' `:11 - �ln.::�uIC •'vu_inl; IP4�ll� ntC/h" II :41N c1'uul •+.c IIIIIIli1'uuui lu; ,,, .1,�. .2,171 -11flinf re; ...CM i Ill n....'InN _ r•• IIII ■1111 iII•IIIIIII .1 'Ii111II,!rla mat I I l.. 111'1.. ul10' w II 'IIIII111- ,uIIIIIN C�.lk AVISTA National City Redevelopment Project Project Area Boundary 200/ Amendment jMunlcpal Boundary NE Defective Design Without Parking EXHIBIT "E" Source: National City Planning City of National City, California COMMUNITY DEVELOPMENT COMMISSION AGENDA STATEMENT 19 .dEETING DATE July 17, 2007 AGENDA ITEM NO. (ITEM TITLE RATIFICATIONS OF EXPENDITURES OF THE CDC: EXPENDITURES FOF1 THE PERIOD OF 06/15/07 THROUGH 06/28/07 OF $335,867.99 Rizza A. Dela Cuadra PREPARED BY Accountant 619-336-4265 EXPLANATION See attached report. DEPARTMENT CDC— Finance Environmental Review ./ NIA Approved by: Financial Statement Tess Limfueco, Finan a Director Total expenditures for the period of 06/15/07 THROUGH 06/28/07 amount to $335,867.99 Account No. N/A STAFF RECOMMENDATION RATIFY EXPENSES BOARD / COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. Ratification of Expenditures for the period 06/15/07 through 06/28/07 A-200 (9/80) Pare S& BDS ENGINEERING, INC. CALIFORNIA ASSOCIATION FOR CHRISTENSEN SCHWERI)TFEGFR CORNERSTONE BUILDING GROUP CORPORATE EXPRESS INC DANK A WDU AND ASSOCIATES EDAW. INC. FEDEX FOLEY & LARDNER FOIF.Y & I.ARDNFR GE CAPITAL GE CAPITAL. GEOSYN ITC CONSULTANTS HARRIS & ASSOCIATES HARRIS & ASSOCIATES HEALEY CONSTRUCTION CO. HUSK PARTNERS JEIIT KATZ ARCI IITECTURE KLF.INFFLDER. INC. LAW (FRCS OF DON UEI'ISCH I.AW OFFICE OF DON DETI.SCH MIKE LINARES TERFSA YOLAND LOPEZ MCKENNA TANG & AI.DRIDGE MORELAND & ASSOCIATES. INC. NATIONAL CONSTRUCTION RENTALS NATIONAL CONSTRUCTON RENTALS NEW CITY AMFRICA, INC UPPER & VARCO W' OVERLAND PACIFIC & CUTLER, INC PETTY CASII - CDC PITNEY BOWLS POWER PLIES PROJECT DESIGN CONSULTANTS PURCHASE POWER RORE SAFDIF. RARINES ARCHITECTS SAN DIEGO CLIPPING SERVICE SAN DIEGO GAS & ELECTRIC SCS ENGINEERS TILE STAR NEWS VFRIZON WIREI.ESS VERIZON WIRELESS VERONICA TAM & ASSOCIATES HOUSING ASSISTANCE PAYMENTS VNJSA KIIAMMAO EQUIFAX CREDIT INFORMATION SERVICES GMAC MORTGAGE EQUIFAX CREDIT INFORMATION SERVICES GMAC MORTGAGE HAPPY SOFTWARE PH'NEY BOWF_S PURCI USE POWER VERIL()N WIRELESS VERLZON WIRFI FSS XEROX CORPORATION TIM FAIR HOUSING COUNCIL -- PAYROLL FOR MEETING OF JULY 17, 2007 RATIFICATION OF EXPENDITURES FOR PERIOD: 06/115. 28/07 Description PROFESSIONAL SERVICES FOR FTC BLVD - TTH TO 12TH MEMBERSHIP DUGS-J REYNOSO PROFESSIONAL. SERVICES FOR PI IRPI.R COW F(JUULWD - PE 04/30/07 OFFICE SUPPLIES - REDEV F.QUIIPMENT LEASE PROFESSIONAL SERVICES FOR FOODLAND PROFESSIONAL SFRVICF_S FOR WFSTSIDE SPECIFIC PLAN COURIER SVC - MARINA GATEWAY MARINA GATEWAY/CONSTELLATION GRP PALM PI.AZA/M ARENA GATEWAYA:ONSIELLAIION COPIER RENTAL COPIER RENTAL. PROFESSIONAL SERVICES POR COVE AT SAN DIEGO PROFESSIONAL. SERVICES FOR 23RD & HARRISON AVE - F .B 07 PROFESSIONAL SERVICES FOR BAY MARINA MAY 07 PROFFS.SIONAI. SERVICES FOR FOODL.AND FASCADE CHARGES FOR AYR/MAY 200 / RENOVATION OF FORMER LIBRARY BLDG PROFEESIONAI. SERVICES FOR NC BLVD • 2ND TO 12T11 LEGAL SERVICES LEGAL. SERVICES FOR HF.NSCHFJ..CDC VS PARK VRJ.AGE CONSULTING SERVICES FEB/MAR 07 TRANSLATION SERVICES-REDEV PLAN NATIONAL. DISTRIBUTION CNI'R/POKT IOINT FINANCE CONSULTING FEES FOR JUNE 137 FENCE/EQUIPMENT RF.NTAI. FENCE/EQUIPMENT RENTAL HIGHLAND AVE PACIFIC SI'F}.L INC PACIFIC VIEW ESTATES REPLENISHMENT OF PEITY (:ASH RENTAL FEES - MAY 2007 EQI IIPMENT RF_NTAI. FOR AQUATIC CF.NTF.R NC BLVD STREEFSCAPE IMPROVEM POSTAGE PROFESSIONAL SERVICES FOR ACE METALS SITE PROFESSIONAL SERVICES FOR AQUATIC CENTER CLIPPING SERVICE U TLITIES AT 921 A AVE 6/16-6/15/07 PROFESSIONAL. SERVICES FOR 2501 & 2510 CL EVEIAND AVE PUBLIC NOTICE-REDEV FLAN AMENDMENT PHONE. CIIO.S FOR 4/24-5/23/07 Pt IONE CI IGS 3/24 - 4/23/01 I I17D IRIS ASSISTANCE. FY 0607-119 SUBrmTAL - CDC: TOTAL - GENERAL. FUND MANUAL. PAYMENTS I'SS ACCOUNT CLOSED CREDIT REPORTS FOR S8 API' & PARTICIPANTS S8 OF1-10E RENTAL 06/U7 CREDIT REPORTS FOR S8 API' & PARTICIPANTS S8 IITILITIF_S FOR APR & MAY 2007 SOFTWARE UPDATE POSTAGE RENTAL 06/07 POSTAGE REFILL SS CELLULAR PHONE CHARGES S8 CELLULAR PHONE CHARGES S8 EQUIP RENTAL - APRIL 2007 SERVICES 3R1) QRT FY 2006 - 2007 TOTAL - SECTION 8: -.T ^yi 'A C• one+F1.N P C'g.Ii Chk Net Amount 17180 $ 2.188.00 17160 570.00 17161 8,802..50 17181 6,645.00 17182 6447 17183 381.27 17184 3,170.00 17162 2,002.88 17185 49.10 17163 1,622 50 17186 412..50 17164 231.48 17187 209.48 17165 4,960.30 17166 7,200.00 17188 2,347.50 17167 17,397.00 11168 12,537.33 17189 17.400.00 17190 2,931.90 11169 12,941.83 17191 8.427 89 17170 840.0U 17171 175.00 17172 1.104.00 11204 5.203.13 17173 306.72 17192 675.68 17174 7,523 80 17175 2,547.16 17193 813.75 17176 177.15 17194 350.0U 17195 195 00 17196 14,796.60 17197 1,096.73 17198 38.985.00 17177 2.147.17 17199 58.30 17200 226.66 17178 2.212.50 17201 917.37 17202 1,108.27 17203 591.15 17179 1.050.00 S 115 594.07 10357 10358 10359 10360 10361 10362 10363 10364 10365 10366 10367 S 195 194.07 S 20.826.37 20,739.00 51.21 3,668.60 50.55 538.70 300.00 330.W 1,096.73 215.62 215.58 439.19 7.750.00 S 56,24155 PPE 06/27/07 S 84,032.37 TOTAL - ADMINISTRATIVE REVOLVING FUND: S 84,032.37 'FO'rAI. OF ALL FUNDS: S :135,867.91 Community Development Commission COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 20 AGENDA ITEM NO ITEM TITLE Resolution approving the adoption of the National City Housing Rehabilitation Program Guidelines. PREPARED BY DEPARTMENT Xavier Velasco and Community Development Commission Rosemary Toscano (-){ City Manager's Office EXPLANATION Housing Rehabilitation, an eligible activity under the HOME and CDBG Programs, as well as under the Tax Increment 20% Set -aside Funds, was identified as a city priority in the recently approved 5-Year Strategic Plan. This activity promotes the revitalization of neighborhoods, improves quality of life, and assists in the provision of affordable housing for families of all income levels. National City's rehabilitation program guidelines provides a combination of loans and grants intended to provide just the right assortment of tools needed to address City's aging housing stock. Once the guidelines are in place and staff has had an opportunity to apply them and evaluate their effectiveness, it will be necessary for staff to return to the Council for review and approval with proposed modifications/additions to the National City Housing Rehabilitation Program Guidelines. Environmental Review Not applicable Financial Statement: Staff will return at a later time to request funding for these programs. Account No STAFF RECOMMENDATION: Staff recommends that the Community Development Commission Board approve the attached resolution. BOARD / COMMISSION RECOMMENDATION ATTACHMENTS Resolution No. Exhibit A -Resolution Exhibit B-National City Housing Rehabilitation Program Guidelines A-200 (9/80) RESOLUTION NO. 2007 - RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL CITY APPROVING THE NATIONAL CITY HOUSING REHABILITATION PROGRAM GUIDELINES WHEREAS, the Community Development Commission of the City of National City (CDC) administers the Federal HUD HOME Investment Partnership Act Program designed to assist lower income families to live in decent and affordable housing; and WHEREAS, the City of National City did identify, by way of its Strategic Planning Workshops, the need for a comprehensive housing rehabilitation program; and WHEREAS, the CDC wishes to have an approved program design to address the need for repairs improvements of it's aging housing stock; and WHEREAS, CDC staff has prepared the National City Housing Rehabilitation Program Guidelines. NOW, THEREFORE, BE IT RESOLVED, that the Community Development Commission of the City of National City hereby approves the National City Housing Rehabilitation Program Guidelines. PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Chairman ATTEST: Brad Raulston Secretary APPROVED AS TO FORM: George H. Eiser, III Legal Counsel Housing Rehabilitation Guidelines • ORATED i • City of National City Grants and Housing Department TABLE OF CONTENTS SECTION I: PROGRAM OVERVIEW SECTION II: PROGRAM POLICIES 1. Income Eligibility ... P.000 2. Preferences and Priorities P.000 3. Affirmative Marketing and Outreach Requirements... P.000 4. Property Eligibility P.000 5. Additional Property Eligibility Requirements for Manufactured Housing P.000 6. Ownership Eligibility P.000 7. Lead -based Paint Regulations P.000 8. Property Standards Completion Requirements P.000 9. Property Standards Inspections P.000 10. Funding Limitations P.000 11. Subsidy Layering P.000 12. Application Forms P.000 SECTION III: ADDITIONAL FEDERAL REGULATIONS 13. Equal Opportunity and Fair Housing P.000 14. Procurement Standards P.000 15. Federal Debarment and Suspension Policies P.000 16. Drug Free Workplace P.000 17. Conflict of Interest P.000 18. Uniform Administrative Requirements P.000 19. Subrecipient Audits P.000 SECTION IV: ASSISTANCE TERMS 20. Forms of Assistance 21. Note & Deed of Trust/ Security Agreement 22. Terms of Note & Deed of Trust / Security Agreement Financing Statement 23. Assistance Agreement 24. Subordination Policy and Certification 25. Owners Notice of Completion SECTION V: PROJECT COSTS P.000 P.000 P.000 P.000 P.000 P.000 26. Eligible Costs P.000 27. ORP Rehabilitation Funding Priority P.000 28. Examples of Typical Rehabilitation Activities P.000 P.000 29. Prohibited Activities and Costs SECTION VI: RECORD KEEPING 30. Record Keeping Requirements P.000 31. Period of Record Retention P.000 32. Access to Records P.000 SECTION VII. APPLICANT AND PROJECT PROCESSING 33. Step 1: Prior to First Disbursement P.000 34. Step 2: Application Procedures P.000 35. Ste_3: Applicant Eligibility Determination P.000 36. Step4: Property Eligibility Determination P.000 37. Step 5: Preliminary Eligibility Determination and Notification P.000 38. Step 6: Field Assessment P.000 39. Step 7: Bid Process P.000 40. Step 8: Setting -up the Project P.000 41. Step 9: Pre -construction Conference P.000 42. Step 10: Execution of Agreements and Notices P.000 43. Step 11: Notice to Proceed P.000 44. Step 12: Project Monitoring P.000 45. Step 13: Use of Contingency Funds P.000 46. Step 14: Project Revisions P.000 47. Step 15: Project Completion P.000 SECTION VIII: PROGRAM/PROJECT FILES AND MONITORING 48. Administrative Records Instructions P.000 49. Program Files ... P.000 50. Project Files P.000 5.1. Documentation Submitted to AHFC P.000 52. Program Monitoring P.000 APPENDIX Appendix A: Program Definitions P.000 Appendix B: HUD Income and Program Limits P.000 Appendix C: Income Eligibility Guidance and Forms P.000 Appendix D: Fair Housing, Affirmative Marketing, MBE/WBE, Section 3 P.000 Appendix E: Environmental Review Documents P.000 Appendix F: Lead -Based Paint Documents P.000 Appendix G: Inspection Documents P.000 Appendix H: Program and Project Documents P.000 Appendix I: Contract/ Subcontract Documents P.000 Appendix 3: Program Income Policies and Procedures P.000 Appendix K: Maps P.000 Appendix L: Organizational Chart P.000 2 SECTION I: PROGRAM OVERVIEW 3 SECTION I: PROGRAM OVERVIEW The primary purpose of the City's rehabilitation programs is to provide decent, safe, and sanitary housing throughout the City of National City. Priorities, determined by the City, can also be given to applicants. These preferences and priorities are further defined in these program guidelines. To receive rehabilitation program funds, persons/households must the eligibility requirements outlined in these program guidelines. Homeowners and housing rental property owners receiving assistance must execute a Note and Deed of Trust (or Security Agreement for manufactured homes) securing the property as collateral for the loan. Homeowners must also sign an Assistance Agreement which details applicable program processing procedures and requirements, and other documents specified by FIUD or the City pertaining to the processing of the rehabilitation activity. Rehabilitation work to be completed must primarily focus on work needed to bring the home into compliance with property standards specified further in these program guidelines. The City will conduct an assessment of the proposed property to be rehabilitated and coordinate appropriate work to be completed. The property assessment will include a review of HUD Health and Quality Standards, energy efficiency standards, , and accessibility related improvements. A determination will be made, by the City, that all necessary work can be completed within the funds committed to the project (HUD and other funds), and ensure that the applicant is qualified, based on eligibility criteria established in these program guidelines. The City will coordinate the rehabilitation activity, facilitate the execution of all required documents, ensure that work is performed in accordance with all required property standards, and submit required project documentation to HUD. The rehabilitation work will be performed by licensed contractors. SECTION II: PROGRAM POLICIES 5 SECTION II: PROGRAM POLICIES 1. INCOME ELIGIBILITY - Refer to Appendix B The proposed method is currently under review and further development. 2. PREFERENCES AND PRIORITIES i. The City has established the following program preferences applicable to the Housing Rehabilitation programs are identified below. The proposed method is currently under review and further development. Preference 1 - Disabled* homeowners who are applying for housing rehabilitation assistance and the removal of architectural barriers whose total income does not exceed 80 percent of the area median income, adjusted for family size, as established by HUD. Disabled homeowners who cannot demonstrate a verified need for assistance in the removal of architectural barriers will not be eligible to receive this preference but may be eligible for either preference 2 or 3 based on applicable eligibility criteria. * Disabled is defined as a person who has a disability as defined in Section 223 of the Social Security Act (42 U.S.C. 423), or is determined to have a physical, mental, or emotional impairment that is expected to be of long continued and indefinite duration. This disability must substantially impede his/her ability to live independently, and be of such a nature that such ability could he improved by more suitable housing conditions. A disabled person is alsodefined in section 102 of the Developmental Disabilities Assistance and Bill of Rights Act (42 U.S.0 6001(5). Families in which at least one of the occupants has a disability, as defined in 24 CFR Part 92:2. Preference 2 - Elderly** homeowners whose total income does not exceed 80 percent of the area median income, adjusted for family size, as established by HUD. **Elderly is defined as 62 years of age or older Preference 3 Households with children who six (6) years of age or younger residing in the home, whose total income does not exceed 80 percent of the area median inconie, adjusted for family size, as established by HUD. ii. The City will target the following program priority: a. Homeowners whose property exhibits conditions which are considered to be of an emergency in nature. For example, a property in which the roof has collapsed, the heating system has failed during the winter months, etc. iii. The waiting list procedures - The proposed method is currently under review and further development. EMERGENCY REPAIR GRANT PROGRAM WAITING LIST MANAGEMENT Eligible applicants applying for assistance under the Housing Rehabilitation - Emergency Grant Program will be placed on the waiting list in chronological order as recorded by the date and time of the receipt of their completed application. All Housing Rehabilitation - Emergency Repair Applications will be processed on a first -come, tirst-served basis contingent on funding availability and a determination of eligibility for program participation. SECTION II: PROGRAM POLICIES HOUSING REHABILITATION PROGRAM WAITING LIST MANAGEMENT Eligible applicants applying for assistance under the Housing Rehabilitation Program will be ordered on the waiting list based date and time of the receipt of their application and any established preference. Program staff will select applicants from the waiting list according to the date and time of receipt of application and established preferences. Preferences are also applicable for tenant occupied properties, where the tenant meets the described preference criteria and eligibility is established above. iv. Records retained regarding the prioritization and preferences of applicants, and their approval or denial of all applications received. v. Application forms will inform the program participants of the priorities and preferences of the programs offered. vi. In accordance with Fair Housing Law, when a person chooses to claim a disability preference the disability must only be verified, if it is not obvious to the City. The disability does not have to be verified by a medical professional, but can be confirmed by another reputable entity such as a social service agency, educational institution, or employer. The information regarding the disability also does not have to be disclosed to the City (See Appendix H for a Verification Form). 3. AFFIRMATIVE MARKETING AND OUTREACH EFFORTS Marketing and outreach efforts will include use of the senior center, community organizations, neighborhood councils, fair housing groups, or housing counseling agencies. ii. Outreach will include notification of program availability. Notices published in newspapers of general circulation will advice the public of the activities available to eligible homeowners and rental property owners. Opportunity details for applying for rehabilitation assistance, al a minimum will include the following: 1. Instructions as to where and with whom the applicant must apply. 2. Basic eligibility criteria, i.e., income restriction, owner- occupancy etc. 3. Fixed period of time (for example, 45 days) in which potential eligible applicants should apply for assistance. 4. Funding Program recognition as the source of program funding. 5. The statement, "Home rehabilitation loans are provided without regards to race, color, religion, sex, national origin, handicap or familial status." 6. Equal Opportunity Logb and Accessibility Logo. Insufficient Applicants - In the event that there are insufficient eligible homeowners identified through the application process to commit and expend all funds available, the City may elect to re -advertise the public notice, or utilize remaining available funds on a first -come, first -served basis, subject to other non -targeting eligibility criteria. Equal Opportunity. The Affirmative Marketing and Outreach will include the use of the Equal Housing Opportunity logotype or slogan in press releases and solicitations for program participation and display of fair housing posters in common space(s) of the City's offices. The Affirmative Marketing and Outreach may include Public Service Announcements, press releases and informational mailings, and other forms of advertisements. 1 SECTION II: PROGRAM POLICIES 4. PROPERTY ELIGIBILITY The proposed method is currently under review and further development. 5. ADDITIONAL PROPERTY ELIGIBILITY REQUIREMENTS FOR MANUFACTURED HOUSING if the rehabilitated home is a manufactured housing unit it must, meet the following conditions: The proposed method is currently under review and further development. The housing unit foundation does not have to be permanent. However, it must he sound and free from hazards and structural instability as defined by the fIQS. The following conditions are indicative of structural instability: evidence of major recent settling; large cracks or holes; severe leaning; large sections or crumbling brick, stone or concrete; undermining of footings, walls, posts or slab; and/or, major deterioration of wood support members due to water damage or insects. HOME funds maybe used to provide a permanent foundation or to repair a foundation that is not "sound and free from hazards." ii. All manufactured housing must meet the Manufactured Home Construction and Safety Standards. These standards pre-empt State and local codes covering all the same aspects of performance for such housing. All homes constructed atter June 15, 1976 will already meet this Standard. However, homes constructed before June 15, 1976 must. be inspected for this Standard. 6. OWNERSHIP ELIGIBILITY The proposed method is currently under review and further development. 7. LEAD -BASED PAINT REGULATIONS As referenced in Item #4, all housing assisted with HUD funds must conform to the Lead -Based Paint Poisoning Prevention Act. The steps below summarize requirements set forth in the regulations. They do not substitute for them, nor do they include all the detail necessary to fully comply with all the requirements. The complete regulation, 24 CFR Part 35, "Lead Safe Housing Regulation: Requirements for Notification, Evaluation and Reduction of Lead -Based Paint Hazards in Federally Owned Residential Property and Housing Receiving Federal Assistance, Final Rule" is available on the internet at: http;Jjwww_hud.gov/gffices/lead[index.cfm Age of House - Identify and document the age of the housing to be assisted. For all homes built before January 1, 1978, the following steps must be taken. See 24 CFR Part 35 for more detail. For all homes built on or after January 1, 1978, the following steps are not required. ii. Lead Hazard Information Notice - In accordance with 24 CFR 35.125, provide all occupants of occupied dwelling units to be assisted with the lead hazard information pamphlet developed by EPA, HUD and the Consumer Product Safety Commission pursuant to section 406 of the Toxic Substances Control Act (15 USC 2686).The pamphlet is entitled "Protect Your Family from I.ead in your Home" (EPA74/-K-99-001 June 2003). {he packet may be ordered through 1-800-424- LEAD or accessed at htto://www.epa.ctov/opptintr/lead/leadpdfepdf.The pamphlet is also provided in Spanish and other languages. Samples are provided in Appendix F. I he City may also have some copies available for distribution. SECTION II: PROGRAM POLICIES iii. The City must obtain written certification by the homeowner that he or she has received this pamphlet, including the date the pamphlet was received and reviewed. An easy way to obtain this certification is to use the space on the back page of the pamphlet to type: "I acknowledge that I have received the brochure on Protecting Your Family from Lead in Your Home." Have the homeowner sign and date below. Simply copy this back page for the file after it has been signed. Lead -Based Paint Testing. Conduct paint testing or presume the presence of lead -based paint in accordance with 24 CFR Part 35. 930(a),It is recommended that the lead based paint inspector or risk assessor provide a summary of the results suitable for posting or distribution to occupants in compliance with 35.125.A sample summary is provided in Appendix F. iv. Lead -Based Paint Assessment. If lead -based paint is found or presumed, perform a risk assessment in the dwelling units, common areas, and exterior painted surfaces, in accordance with 35.1320(b), before rehabilitation begins.(This must be done by a certified risk assessor),It is strongly recommended that the lead - based paint risk assessor provide a summary of the results suitable for posting or distribution to occupants in compliance with 35.125.A sample summary notice is provided in Appendix F. v. Notice of Evaluation or Presumption. Within 15 days of the evaluation or presumption, if lead -based paint or lead -based paint hazards are determined or presumed to be present, the City shall provide a Notice of Inspection, Presumption and/or Risk Assessment (as apply) to occupants, in accordance with 24 CFR 35.125(a). Sample notices are provided in Appendix F. This notice must be posted and maintained in centrally located common area(s) and, if necessary because the head of household is a person with a known disability, distributed to the dwelling unit OR the Notice must be distributed to each occupied dwelling unit affected by the hazard reduction activity or serviced by common areas in which hazard reduction activities will take place. vi. Level of Lead Hazard Reduction Activity. Calculate the rehabilitation cost to identify the level of hazard reduction activity in accordance with 24 CFR Part 35.915. fhe remaining steps assume the project falls under 35.915(b)(ii). (Assistance of more than $5,000 per unit up to and including $25,000 per unit regardless of funding source, excluding lead -based paint hazard reduction activities, or, no more than $25,000 of federal funds in the project, regardless of use.) 1t this is not the case, other steps identified in 24 CFR Part 35 are required. vii. Interim Controls and Safe Occupant/Safe Work Practices. Perform interim controls in accordance with 35.1330 of all lead -based paint hazards identified and any lead -based paint hazards created as a result of the rehabilitation work. Occupants of dwelling units where interim controls are being performed shall be protected during the course of the work in accordance with 35.1345. Persons performing interim controls must be trained in accordance with 29 CFR 1926.59 and either supervised by an individual certified as a lead -based paint supervisor or have successfully completed one of the courses listed in 24 CFR 35.1330(4). viii. Notice of Hazard Reduction Activity. No more than 15 calendar days after the hazard reduction activities have been completed, the City shall provide a Notice of Hazard Reduction Activity to occupants, in accordance with 24 CFR 35.125(b). A sample Notice is provided in Appendix F. This notice must be posted and maintained in centrally located common area(s), and, if necessary because the head of household is a person with a known disability, distributed to the dwelling unit. Or the Notice must be distributed to each occupied dwelling unit affected by the hazard reduction activity or serviced by common areas in which hazard reduction activities have taken place. SECTION II: PROGRAM POLICIES. ix. Clearance - Clearance testing shall be performed at the conclusion of interim control activities in accordance with 35.1340. Clearance must be performed by a certified risk assessor, a certified lead -based paint inspector, or certified lead - based paint clearance technician. Clearance examinations shall be performed by persons or entities independent of those performing hazard reduction or maintenance activities, unless the City uses qualified in-house employees to conduct clearance. An in-house employee shall not conduct both a hazard reduction or maintenance activity and its clearance examination. Clearance is not required it maintenance or hazard reduction activities in the worksite do not disturb painted surfaces of a total area more than set forth in 35.1350(d) ("de minimis levels"). x. Failed Clearance - All surfaces represented by a failed clearance sample shall be re -cleaned or treated by hazard reduction, and retested, until the applicable clearance level in 24CFR35.1320(b)(2) is met. xi. Notice Update - Update the notice in (v) above, based on re-evaluation of the residential property and as any additional hazard reduction work is conducted. A sample Notice is provided in Appendix F. This notice must be posted and maintained in centrally located common area(s) and, if necessary because the head of household is a person with a known disability, distributed to the dwelling unit. Or the Notice must be distributed to each occupied dwelling unit affected by the hazard reduction activity or serviced by common areas in which hazard reduction activities have taken place. 8. PROPERTY STANDARDS COMPLETION REQUIREMENTS A detailed listing is provided in Appendix G, titled Housing_Rehabilitation Standards. 9. PROPERTY STANDARS INSPECTIONS A detailed inspection checklist is provided in Exhibit G. titled Property Inspection Checklist. 10. FUNDING LIMITATIONS i. Funding limits for assistance to each homeowner will be as follows: The propoed is currently under review and further development. a. $ . for manufactured homes. b. 5. 000 for condominiums units. c. $50,000 for all other single dwelling units that do not require lead - based paint abatement. d. $1,50Q for all other single dwelling units that require lead -based paint abatement. ii. Funding Limitation Waivers - Under further review and development. iti. The minimum amount of assistance provided to a qualifying homeowner must equal at least $ . Under further review and development. iv. Before committing City funds to a project, the City must evaluate the rehabilitation needs and sources of funds for the project. v. The total rehabilitation cost caps listed below apply to the total amount of all rehabilitation funding sources combined: a. The estimated value of the property, after rehabilitation, can not exceed of the median purchase price for the area as defined by the Single Family Mortgage Limits under Section 203 (b) of the National Housing Act. IQ SECTION II: PROGRAM POLICIES b. The cost of rehabilitation can not exceed 75% of the assessed after - rehabilitation value of the home. c. If the property is in a floodplain, the total cost of rehabilitation may not exceed 50 percent of the estimated value of the property before rehabilitation, unless environmental review requirements have been satisfied (contact AHFC before committing HOME funds if this is the case).24 CFR Part 55.20 contains the eight step decision making process required by the environmental review for properties exceeding this limitation. d. The project can not exceed the maximum per -unit HOME subsidy limit based on Section 221(d)(3). See Appendix B for the limit guidelines. 11. SUBSIDY LAYERING a. The City will limit the investment of program funds, in combination with other sources of public and private funds, to only that amount necessary to meet the Property Standards identified within these program guidelines, including any accessibility modifications required by a meniber of the household. b. If other sources of public and private funds arc being used to rehabilitate or modify the residence, it must be documented in the project file through the use of the Project Set -Up Form. 12. APPLICATION FORMS The City has the responsibility of creating the program application form(s). At minimum, the application form must collect the following information: the name of the applicant, the homes physical address, the name of the head of household, the annual family income, a contact phone number, ethnicity and racial data as defined by HUD, household type, dwelling type, residential status, priority and preference information, and a reasonable request accommodation statement. A sample application is provided in Appendix H. 1t SECTION III: ADDITIONAL FEDERAL REGULATIONS �2 SECTION III: ADDITIONAL FEDERAL REGULATIONS 13. EQUAL OPPORTUNITY AND FAIR HOUSING The City will adhere to the following Federal Equal Opportunity and Fair Housing laws under the I IUD programs: The proposed method is currently under review and further development. i. Equal Opportunity. No person in the United States shall on the grounds of race, color, national origin, religion, or sex be excluded from participation in, be denied benefits of, or be subjected to, discrimination under any program or activity funded in whole or in part with HOME. ii. Fair Housing Act. Requirements of the Fair Housing Act (42 U.S.C. 3601-20) and implementing regulations at 24 CFR part 100; Executive Order 11063, as amended by Executive Order 12259 (3 CFR, 1958-1963 Comp., p.652 and 3 CFR, 1980 Comp., p. 307) (Equal Opportunity in Housing) and implementing regulations at 24 CFR part 107; and title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d) (Nondiscrimination in Federally Assisted Programs) and implementing regulations issued at 24 CFR part 1. iii. Age Discrimination. Prohibitions against discrimination on the basis of age under the Age Discrimination Act of 1975 (42 U.S.C. 6101-07) and implementing regulations at 24 CFR part 146, and prohibitions against discrimination against handicapped individuals under section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 794) and implementing regulations at 24 CFR part 8. iv. Equal Lmployment Opportunity. Requirements of Executive Order 11246 (3 CFR 1964-65, Comp., p. 339) (Equal Employment Opportunity) and the implementing regulations issued at 41 CFR chapter 60. v. Section 3. Requirements of Section 3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701u). The purpose of which is to ensure that employment and other economic opportunities generated by Federal assistance for housing and community development programs shall, to the greatest extent feasible, be directed toward low- and very -low income persons, particularly those who are recipients of government assistance for housing (See Section B for more information). vi. Minority and Wornen's BuSiness Enterprise. Requirements of Executive Orders 11625 and 12432 (Minority Business Enterprise) and 12138 (Women's Business Enterprise). Consistent with HUD responsibilities under these Orders, subrecipients encourage use of minority and women's business enterprises in connection with HOME -funded activities (See Section B for more information). 14. PROCURMENT STANDARDS Currently under review and development, once completed the procurement standards will be proposed in the revision scheduled for early fall 2007, 15. FEDERAL DEBARMENT AND SUSPENSION POLICIES The City, including its principals, may not be presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in any Federal programs. The City is responsible to ensure that each contractor and subcontractor performing work on the assisted housing is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in any Federal programs. The City will include debarment and suspension procedures in its written Procurement Standards. Documentation indicating that the search was made will be kept in the project file to be reviewed during an audit/program monitoring. 13 SECTION III: ADDITIONAL FEDERAL REGULATIONS 16. DRUG FREE WORKPLACE The proposed method is currently under review and further development. The City will must administer this program in accordance with the Drug Free Workplace Act of 1988 (41 U.S.C. 701). This Act requires that the City: a. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the City's workplace and specifying the actions that will be taken against employees for violation of such prohibition. b. Establish an ongoing drug -free awareness program to inform employees about: 1 he dangers of drug abuse in the workplace. ii. The applicant's policy of maintaining a drug -free workplace. iii. Any available drug counseling, rehabilitation, and employee assistance programs. iv. The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace. c. Require that each employee to be engaged in the performance of the HUD - funded activity be given a copy of the statement required by paragraph (i), and that evidence of such notification be retained in the employee's personnel file. d. Notify the employee in the statement required by paragraph (i) that, as a condition of employment under the HOME funded activity, the employee will abide by the terms of the statement, and notify the employer in writing of his or her conviction for a violation of the criminal drug statute occurring in the workplace no later than five calendar days after such conviction. e. Notify the agency in writing, within ten calendar days after receiving notice under subparagraph (iv)(b) from an employee, or otherwise receiving actual notice of such conviction. Employers of convicted employees must provide notice, including position title to every program officer or other designee whose program activity the convicted employee was working, unless the Federal agency has designated a central point for the receipt of such notices. Notice shall include the identification number(s) of the affected HOME funds. f. Take one of the following actions, within 30 calendar clays of receiving notice under subparagraph (iv)(b), with respect to any employee who is so convicted: 2) lake appropriate personnel action against such an employee, up to and including termination, consistent with the requirements of the Rehabilitation Act of 1973, as amended; or 3) Require such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate agency. a. Make a good faith effort to maintain a drug -free workplace through implementation of paragraphs (i), (ii), (iii), (iv), (v), and (vi). b. Provide the street address, city, county, state, and zip code for the site(s) where performance of work in connection with HUD funds will take place. For some applicants who have functions carried out by employees in several departments or offii es, more than one location may need to be specified. It is further recognized that some applicants who become HUD fund recipients may add or change sites as a result of changes to program activities during the course of the HOME funded activities. Applicants, in such cases, are required to advise City by submitting a revised "Place of Performance" form. The period covered by the certification extends until all funds under the specific HUD funding has been expended. IW SECTION III: ADDITIONAL FEDERAL REGULATIONS 17. CONFLICT OF INTEREST The proposed method is currently under review and further development. Any person who is an employee, agent, consultant, officer; or elected or appointed official of the City of National. City using HUD funds, and/or 20% Tax Increment funds may not obtain a personal or financial interest or benefit from this activity. Nor may they have an interest in a contract, subcontract or proceeds either for themselves, their family or business ties during their tenure; or for one year thereafter. Upon written request to the Grants and Housing Department, the Loan Review Committee will determine if a conflict exists. In the procurement of properly and services, the City will adhere to the conflict of interest provisions in 24 CFR 85..6 and 24 CFR 84.42, respectively. In all cases not covered by 24 CFR 85.36 and 24 CFR 84.42, the provisions of 24 CFR part 92.356 apply. 18. UNIFORM ADMINISTRATIVE REQUIREMENTS a. Non -Profit Subrecipients must comply with the following uniform administrative requirements: i. OMB Circular No. A 122; ii. 24 CFR part 84.2, 84.5, 84.13 84.16, 84.21, 84.22, 84.26 - 84.29, 84.30, 84.31, 84.34 - 84.37, 84.40 - 84.48, 84.51, 84.60 84.62, 84.72, and 84.73. b. Governmental Subrecipients (public agencies) must comply with the following uniform administrative requirements: i. OMB Circular No. A-87; ii. 24 CFR Part 85.6, 85.12, 85.20, 85.22, 85.26, 85.32 - 85.34, 85.36, 85.44, 85.51, and 85.52. 19. SUBRECIPIENT AUDITS Subrecipient audits shall be conducted in accordance with 24 CFR Parts 44 and 45, as applicable. 15 SECTION IV: ASSISTANCE TERMS SECTION IV: ASSISTANCE TERMS 20. FORMS OF ASSISTANCE 21. NOTE & DEED OF TRUST / SECURITY AGREEMENT 22. TERM OF NOTE & DEED OF TRUST / SECURITY AGREEMENT / FINANCING AGREEMENT 23. ASSISTANCE AGREEMENT 24. SUBORDINATION POLICY AND CERTIFICATION 25. OWNERS NOTICE OF COMPLETION 1i 20 Forms of Assistance Owner Occupied Rehabilitation Loan Programs -(HOME Program) Income Level (% of AMI) Interest rate Comaly with Items Less than 50% 0% 1-6 51% and 80% 1 1/2% 1-6 81% and 120% 4% 1-4 Guidelines: 1. Applicants must own single family detached dwelling unit as well as occupying it as their principal residences throughout the term of the loan. 2. Loans are limited to a maximum of $50,000, not including any require lead paint abatement or controls. 3. Loan is due upon the sale, refinance, is no longer owner occupied, or at the end of 30 years, whichever occurs first. 4. Eligible properties are limited to Single family owner occupied residences. 5. The after -rehabilitation value of the property cannot exceed the median single family home value as determined by the City annually or the 75%-95°I0 of the FHA 203b limit as set and published by HUD annually, currently set at $362,790, whichever is lower. 6. Comply with other HUD regulations Note: Healthy Homes and Lead Hazard Control Grants may be available to eligible program participants. This program is funded through HUD -HOME and Tax Increment 20% Set -Aside Funds and is subject to funding availability. M•\Common \GRANTS -HOUSING fEPAK'1'MEN'IVCAVIERS ITEMS\NEW TARI.F.OFCON'I'EN7\20-FORMS OF ASS ISTANCE\20-FOR MS OF ASS ISTANCE-v3.doc l(? Page I of 8 Rental Rehabilitation Loan Program This program is intended to assist all rental property owners located in National City in addressing health and safety hazards and code violations identified through the City's Rental Housing Inspection Program. Guidelines: • Loans are limited to a 50% match from the owner with a maximum loan amount of $25,000 on single, 435,000 on a double, and 45,000 on a triple story structure per unit. • Grants are available and limited up to $5,000 for all units occupied by tenants with annual incomes of 80% or below the Area Median Income. • Interest rate will be three percent. • If funded through HOME Program Funds, a period of affordability will be required depending on the total loan amount. • Loans are amortized up to a 20 year period. • Loans funded with HOME Program Funds must be occupied by tenants with an income at or below 60% AMI • Tenant verifications for income must be submitted on an annual basis by the building owner • Buildings with eight or more units are subject to all labor standard provisions, such as the Davis -Bacon Act. Buildings with more than four units are subject to the Uniform Federal Accessibility Standards • Comply with other HUD regulations, including complying with certain minimum property standards. This program is funded through HUD and Tax Increment 20% Set -Aside Funds and is subject to funding availability. M:\Common\GRANTS-110USING DEPARTMENT\XAV IERS frEMS\NEW TABLE OF COWENI\20. FORMS OF ASS ISTAN('E\20 FORMS OF ASSISTANCE-v3 cloc Page 2of8 Healthy Homes Grant-Low/Mod Design to protect children and their families from health and safety hazards in the home. The program addresses asthma, allergies, mold, mildew & Moisture control problems as well as home safety issues and accident prevention. Guidelines: • A grant of up to $5,000 for per housing unit • May be owner occupied or rental property • Resident must make Tess than 80% of the AMI with existing health or safety hazards in the home • May be occupied with seniors (65+) or have children (0-18) with asthma This program is funded through Tax Increment 20% Set -Aside Funds and is subject to funding availability. M:\Common\GRANTS-HOUSING DF-PARTMEN'NCAVIFRS n'EMS\NEW TAM F, OF CONTENT\20-FORMS OF ASSISTANCE\20-FORMS OF ASSISTANCE-v3.dnc Page 3of8 20 Lead Grant Program-Low/Mod This program is design to address the lead paint hazards in pre-1978 built homes throughout National City. The grant pays the first $5,000 in costs associated with reducing Lead hazards in eligible units. Exposures to lead hazards are a serious health risk for children six and under. Guidelines: • A grant of up to $7,500 for per unit for materials, supplies, and labor for controlling lead hazards in single family units • A grant of up to $3,000 per unit in multi -family unit dwellings • A grant up to $5,000 for common areas. • Structure was built before 1978 and is located National City • A child aged six or under occupies or regularly visits the home • Owner must agree to give rental preference to low income families with children under the age of six year for the succeeding three-year period after grant closing This program is funded through HUD and Tax Increment 20% Set -Aside Funds and is subject to funding availability. M:1C:ommort\GR A NITS -HODS INf n IEPAR'IM F,NT1XA V IE.R S IT EMS\N ENV TABLE OF CONIT-.N7\20-FORMS OF ASSISTANCEl2O-FORMS OF ASSISTANCE-v3.duc. Page 4of8 2t Section-8 Lead Hazard Control Grant Section 8 landlords may also be eligible for general Rental Rehabilitation assistance and Section 8 units built before 1978 and located in National City may qualify for a $5,000 for a Lead Hazard Control Program grant. The grant pays the first $5,000 in costs associated with reducing lead hazards in an eligible unit. Exposures to lead hazards are a serious health risk for children six and under. Eligible properties will receive a free no -obligation lead assessment from the National City Lead Hazard Control Program. This program assists landlords to: reduce liability; prepare for the annual Housing Quality Standards (HQS) Inspection; increase property value, and provide healthier housing. Guidelines for Lead Hazard Control Grants for Section 8 Rental Properties: • A grant of up to $5,000 for per unit for materials, supplies, and labor for controlling lead hazards. • Structure was built before 1978 and is located National City • Property is currently occupied by a Section 8 tenant or if vacant, unit was rented to a qualified Section 8 tenant for the immediately preceding five years • Property meets HUD minimum property standards or will once lead hazard reduction work is performed • A child aged six or under occupies or regularly visits the home • Owner must agree to give rental preference to Section 8 tenants with children for the succeeding three-year period after grant closing • Provide copy of the fully executed Housing Assistance Payment contract from the National City Section 8 Program for each occupied unit. • Provide copy of the Section 8 voucher for each occupied unit. • Provide copy of the declaration page of the hazard/liability insurance policy on each property. This program is subject to funding availability. M.\Commnu\GRANTS-HOUSING DEPAK'I'MENIIXAVIERS ITEMS\NEWTABLE OFCONTEN'I\20-FORMS OF ASSIS'I-ANCE\20-FORMS OF ASSISTANCE-v3.doc I'agc5of8 22 Condominium Assistance Program The Condominium Assistance Program is designed to assist owner -occupants of condominium units with completing property improvements to their unit. Improvements are for only those areas, within a unit, which the owner of the unit has authority to change, alter or improve, as defined by the condominium declaration, by-laws, and or other rules and regulations as issued and adopted by the condominium association or board. Improvements to common elements and limited common elements are not within the scope of this program. Guidelines: • Loans are limited to $15,000 for one bedroom, $20,000 for two bedroom, and $25,000 for three bedrooms or more. • Eligible properties are limited to owner -occupied condominium units. • Applicant's income cannot exceed 80 percent of the AMI as established by HUD • Interest rate is 1 1/2 %. • Loan is due upon the sale, refinance, is no longer owner occupied, or at the end of 15 years, whichever occurs first. • The after -rehabilitation value of the property cannot exceed the median single family home value as determined by the City annually or the 75%95% of the FHA 203b limit as set and published by HUD annually, currently set at $362,790, whichever is lower. • Comply with other HUD regulations, including complying with certain minimum property standards. This program is subject to funding availability. M.\Common\GRANTS HOIISING DEPARTMENT\XAVIERS ITEMS\NEW TABLE OFCONTE.NT\20-FORMSOF ASSISTANCri\20-FORMS OF ASSISTANCE-c3.doc I'age6of8 23 Emergency Rehabilitation Assistance Program The Emergency Rehabilitation Assistance Program is designed to meet the immediate emergency needs of qualified homeowners. This program addresses only critical deficiencies in order to assure the health and safety of the applicant and to prevent further deterioration of the property. Guidelines: • Forgivable Loans are limited to $10,000. • Eligible properties are limited to one unit owner occupied residences, including condominiums located in National City. • Applicants' income cannot exceed 60 percent of the Area Median Income (AMI) established by HUD. • Interest rate is zero percent. • Can be forgiven over a 10 year period on a 10% per year basis. • The after -rehabilitation value of the property cannot exceed the median single family home value as determined by the City annually or the 95% of the FHA 203b limit as set and published by HUD annually, currently set at $362,790, whichever is lower. • Comply with other HUD regulations, including complying with certain minimum property standards. This program is subject to funding availability. M\Common\GRANTS-HOUSING UEPAR7MEN7\XAVIERS ITEMS\NEW TART EOF('ONTEN1\20-FORMS OF ASSISTANCE \ 20-FORMS OF ASS ISTANCE-v3.doc 2L1 I'agc 7 of 8 Exterior Home Improvement Forgivable Loan The Exterior Home Improvement Forgivable Loan is design to assists owners of residential properties by providing up to $5,000 to exterior home improvements that are visible from the street or public view. This can include exterior painting and landscaping. The loan is forgiven 10% per year over a 5 year period. Guidelines: • Improvements must be for exterior home beautification purposes and can include such things as exterior painting, lighting, and landscaping. • Maximum grant is up to $5,000. • Owner is to maintain front yard a minimum of 5 years from the loan date. • Must be owner -occupied single family detached unit located in national City • The owner occupant cannot exceed 80% of the AMI. • Owner must not have received this type of grant within the last 5 years. • Comply with other HUD regulations, including complying with certain minimum property standards. • Must have applied, qualify and received an owner occupied rehabilitation loan form National City to qualify for this grant. This program is subject to funding availability. M \Conmwn\GRANTS-HOUSING DF,PARTMENT\XAVIERS ITEMS\NEW TABLE OF CON'I'EN"1\20-FORMS OF ASSISTANCE \20-FORMS OF ASSIS I'ANL'E-v3.doc Page 8 of 8 26 INDEX AS DEED OF TRUST AND ASSIGNMFNI ()F RENIS RECORDING RLOUESTED BY AND WHEN RECORDED MAIL TO" . COMMUNI I ULVL LOPMLNI COMMISSION Or THE CITY Or NATIONAL CITY 1241 NATIONAL CITY BOULEVARD NATIONAI CITY, CAIWF 970S0 21. NOTE & DEED OF TRUST / SECURITY AGREEMENT Rnrrnwrr(s) - Moiling Addren _ Property Address 1'1 ddl erepl) _ — SPA(, •R(1vt OR RECORDER S USE PROMISSORY NOTE, DEED OF TRUST, ASSIGNMENT OF RENTS (This I / .__Is Not A Construction Deed of Trust) Dote loan No. _ _.. _ Collection Nu. PROMISSORY NOTE (Simple Interest) FOR VALUE RECEIVED, the nlo•ve named " 11o•rov.erl,)'" pro ni e(s) to pay to CnmmuNty Development Commission of the City of Notional City (CDC), ur order, ul us Main Office •n the City of Not,onol Coy, Colitu.np, or of loch other ploce as the holder hereof may de.ajnote in wriung, the prinr.pol sum of S. ..___..--... _.._.__. wait ur(r, esl (hereon from the dote of disbursement of the rote of ___4(, per nnonen no the decreus rq pnncryul balonec. Interr,t wdl he rnrnputed on the bosi5 0l a 360 cloy yrnr and o 30 doy month- Rnrrnwrrls) w,II pray Cnmmun•ty Deve!vpnre•v Comm,seinr, the pr meipnl unJ „detest with lowlul money of the United States of Au•e,ou commenr,,no wale a pxnynt _ rut of 3_. tin .___ _. , _..._ .__—__ 19 and of..—._—_.. ----- Dollar, 15. ___.._._— Ino the day of rod, month thereoflrr until oll print ipol ,aid Interest is Void in full Community ()eve!. npmrnt Commission will apply each nstullarent lir,l to ,Merest then due, next, ct .h option, to any, Into rhnrgrs due, and lost to p.6n,pul. , YMICInaky Burrower!,.) may prepay the inrkht rdness ,n 'full or m purl of any time w:thnut penolty. tE @IiARV R•'--Dour(••: will poy to Cemosun,ty Ucvv4cpmcnt Commission u tote shorye of b% of rnrh installment not in,,J wilhm 15 days otter ,Is �o- An addhto.•nl 596 tole charge shall he due pet each colrnrinr month nn the omou:d post doe and cernnining unpoal Fudore by Bcrrower,e) to pay any :,ntclin,e,e when dun, or to comply w,!h ony vll,rr provision of this Note or the Deed of Irani below. shell constitute u default, urd all unpaid prurripol, occ,ved inle,e:.l and mhrr arms due under this Note will, or Community Development Cvtnndv,ion's option, t.rrnrne •mmed•ute!y due and payable Bnrrowe•Isl will pay all attorney', fees, costs and rxuer•srs incurred by Com. munity Llevek,u,n.nt Cwnmiss,cn ,r, rr.itee ,,,, the rn,lrblednr, nr nthetwise enfn,,, o i,; rights under this Not. u•d Uwtr. of Irust. �N;yai The Oren of Trust, below. contuins the following prons,on5 "II ony Tntsmr, or ony successor al Irustor, voluntarily or invuluntorily, zclls, exchanges, ,roasters, contracts to sell, !cus.n wolf. or without option to uu.,J,vse, dignsrs of, chonges the churgrter or use of, or (Lathe. encumbers the prosu'ly Jeuubed •n tar, Deed of T:us., or ony intcrrst therein o, 00,1 theceu:, w,thaut fast obtolni. the Benelicinty's writ- ten w,:xnt, the Berrfirinry troy., •h ounun. des lore 0l1 onpud Inn,; owl, oc(nert burr.,, u••J other ,um•, dor nor' to become Joe under this Drell of Trust, and the 0r0misory Note secured hereby, imrnr(intrly due u.d uuyoble.' •4.._,.u. "!. h !.. .,. n. T � •- C-�T'. air Borrower(.) wdl be noble for repayment of the ,n.elteJne,: even If Community Development Commission does not follow nil legal proce- dures, such os pre,cnlment, drn.nnd oud/vr protest, er the q,v,nu of u notice of dishonor, which Community Development Commission might be rerlwrrd to follow ,,, the obsen. S. r,l 11-,, wooer. ai .$fst''„ r X 'e ►%br3gy,grii► 9,4 `I1:TTk If more than nor Rorrnwer spans pas Note chi ,rh Br, rawer will br jo,ntly nn.d sevcra llv hotle ono Cnntmvnity Development ( ummissian rnoy cnlle•:1 hum u tun any one o, e.ru,e of snel Bur,ovrs '•w„Ivut y,vlrg up L. rights agar,' the other , , Any Ronne. who is ['turnedagrees that his or rife, ,cWrutc nnrperty may be .,coed and Itquidv•d to sut,SI, the 6dhhlpcness, DEED OF TRUST. AND ASSIGNMENT OF RENTS As security for the wymenl of nil urns when due under the above pate and the performance of Borrower(s) ohliget+nns hereunder, noel fur the bench of Cn.-.n.u•,•ly DrveIuimc nr (tin.n,ss•o,, us Benefkinry, O'.nowe•h), ond oil other persons s,ynjng this Agreement, us Trusrnr here)..' IN grant to Iond f,r!e I•nu•or(r(' a.nrr•nny, ass Lusters. ro trust w,th power of •,nlr all of the folio...mu described rent p,opc rty c,ur.trd ,n :I,e Ccu••ty of ,on D,rg,. Coh(o•,„,, ono (7) ,nr,:nd•,•o•olls end nrvnrnh! wul uss,yn to Crmrnwn,y npment Comuus;.on nil ernts nccnu, . r,. ;, y u jet • sac•. nnrl pr.+• s dI xa.urry prrprr•y. oil upon or,<1 subject to the tin un and ranrl,tnns u, Torah on the reverse snit of this rirn,m..•, (An, (rl„ b,l our', hrd or referred to above n u (nrl of Ih,s Deed of Trust) BEFORE SI(;NIN(t THE ORIGINAL, ON (HE ABOVE ()AII WE EACH RECEIVED A COMPIE IEU (.ORY OF THE ABOVE AGREEMENTS AND WE READ (I IE FACE AND RFVFRSE SIDES HI:RF ( )F AND AGREE TO e( BOUND BY All TERMS AND CONDITIONS CONTAIN(() IIERF IIJ Borrowers hu,pa (s,e„ pv..✓Inn•n 2(s ADDITIONAL PROVISIONS OF DEED OF TRUST (From Other Side) PROPERTY ENCUMBERED ILK V Upesty encumbered by Offs Deed M Truv plop tml Jes 11I nil nprkefenonl tow nyonts w,J 'ry its of wov. I7) 08 boddfnp>, structures. "nprwemeres. f:,tvres. ego,. mere. w,d n'hrl apoor'e'u,wes now. or l o'cdler planed on rtw read property, it ul w11n11 vopery, whether or trap vhyncnl!y nnnched to the : •a,J , ,mp,n.rtnen:s_ con>der.d In he h,Iures and. thed're. prat of rho rein µ:,Jerry wunry OTHER OBLIGATIONS SECURED 11,o Lked of Trost oho t.cu,es Ih. rNlowm0 lD At ✓.e ,oHnn of the (erv.:,n.ty Devef.p".o,,t C,mn,ssrw•. tl a (0,ment of oMnrv,ut s.,ns which end. to 1wr, °ter: n, Iles f0l,,e where: tow nhove real proof., he red, tse °wd usyd.drly. ,„clodl'o :• a lent to utlw• o• Inter owne,s of the property, together w„h interest, oil n. evidenced by o new pr,ni»wY net.. or note, Cr, l,.drnq oil rentwul,, c.lenttnn: or mv,hlrnhnrn 01 Such notes), I Jj Per Lan r,anr.. of off of Tr os,v t J-; es i.Itther or not °saw e d by "o•on, on/ Iced. enl•J (goer rnl., :obleas r. wh.f troy he selotec: ar Pr .,. .the pen el ily: Deed of l•de, wk., rung enclonto • le-ulald •:ro•c wbU' o pen+ of fire van under del Lked of ho•,. (3) Puynen, ilea! Pe0f,0o,00 u' J' nbie.frI.nns seafood by deed, of ern., de• mo,' goges, u'td oehw' tom: cOnsulu•ny (+ .xn, oern wh.r.. nwy oflect'he tor unto Urnp .„y v wlncn , �..nper w to per Le, of Ih,s Eked of Tr,. c d A•.,ynm.rn, of Penns PAYMENTS, ETC., BY BENEFICIARY The Bonchoe, ', n not fees -red U. t•ut oil +,.m and do d' n„•'yp..„' rk q,e T,wtor a tee( o(i ,(• n'n •: •w ono., ,hen -lend _ .oy me fc,lwe of eheh w,•'.d •nw othenr :o d•dr n .lefeoII ender II . r:.. ,,, ,a Deed of Iro:• Aoy yocr, or (theca °(1 L. !ie.u1(10, r+I) 0„1 I, e (roller of eny to,f• Jrh.,'I' and the. Trost°, w:i; nn,nni.nt,' y •c,mbursr I I„ Se W l' evy her all soma w pvd ond In NI 0o0S ooJ e.. .r •orrcd by 9et.tt t,.tot. rh.,...0 whch tuns Jrvll uUfornln,rnI1y become pV1 r,l rife ,ndrhteose:s p:o• into rna rho:iron lhom,Le J•:'. nor: (5 the tote Voter), II , Not. TAKING CARE OF THE SECURITY PROPERTY Trust,, of (woo. s open, will core lu, vorcl and keep to :efordy tropedy re good condtrn,.: (r,n morn, pro:np.ly. ,. 7,'w'wen, ony yerunrr 'my>,ruyr.:y wl.:r n be doe •reed n deoroyed and clele„J u . (orrice -non m ce-non K proceechng whicny. in the °(:.'afs of Renefre., °cite; wly offer, rho wore), `ru:lw w7l poy Off true+, o>w,>rnr„IS ..net rhnrges cllechny the woody. and wit pcy wler. Joe nl: Keen, iron, K. cf:0rges 0„ J ke,., off rr,.ng IF;::cco•: y NO TRANSFERS If (try Trust, of u::y >v<r.(v,• r' T•000r. oubw,,,dy r.,nrolom„ltt. sel:..e.JroKen. ttonsl en. (wdrUn. to 'ell_ !roar, •cal. c, w,thrwt opran to (°,(Lane. draper,. of, choogeo J,o cbn,ode, , me „I. or ".die, rerombcrs the 0ow'Iy de,np,A .o ties Deed of Dross, , nny,nlere>t uo:;en, n, port thKonf. wahwl hot nh efn.ng ft, Bend bc'wys.ref.o ror•,,nl. the Ue"er<cry Tn./.o!:( 01,0n. dtef(„e Nl nnpn,d pet r,p°I_ nf.rr+1 ono cite' sw'( yfee and to beton, Jue onJ•• Ihls freed of Tr,„: on: the Prov,nseq hfo,e v:e,.'•eJ Iworoy, dnrecrt.Kely doe ow! c.0.•1J. RIGHTS UPON CONDEMNATION OR PROPERTY DAMAGE Trost, obsolotele refd m.onrohiy os:ty.n ,v W:ne!.:.ory nl: rompenso:w.., °weds, d,noyes •yhho/.xhnn end proceed, ,eldfd,f,ony rrlml.m,a fon u,,Jor „O.1rr. the ,nvray prot,try ond off I.•xere:+ oar: oncomei poe...orn, of ony prnprery a eredd ,mur0nce pclrcr ,eluhnl rn Ow loon. ull „Ifr:rfe, .•• .e1 :her kart o.n dclooll c, ony timer✓ :et wiry., Ow lo,n :.n, ttecn.0:Wed to U• y r.l.nt ,:, m,glo of herwoe be rrrouerJ ,..•(ter `+,sans 1265 :251u101 ore r'nirh.n•n Code d C:-.I P.(.ordorr. n, r repkkenwol Vote, ASSIGNMENT OF RENTS 11.104.. ,r n'nhly ond obsolo:e:+ y_. .„error-, c' d cony, •I.r (tenet.r.n1y op rents, n un. lroit1 end otlmr „ o.r,. de, or to here', ,too for me .x.:nnncy er u. d the ,er d•ty property, . 'of • , nl'r'On Per ,he I,e• (. •et' colierr err( keep roots and ocher ,coma of ;ony o,th, butt, •: o - Ud,:U» n ir.nrh undo, foe Kole of the peed of S,us ROOD AND OTHER HAZARD INSURANCE The tiered,..,. troy re;uxe t..0tor I,nm lone 10 , me ,v ,:(yr.c u „ .s .o.n 'fora end dhcr ho<wJ .oswnnre .n.rroye p•,n,.o : j•nary ntc0e1y. 'r $V:1. unoons fo•n,, w:h U,.h eumpomrs oewe o,.,.o adkl•: Renei•oo.r the Jana, rock eter:.ng,ucl,(n.. 0h0ll1*del,v„ed la,w•J rernn,n,n •her ;a•:,tsov (,! Bo.'el w•'ernry. Rnuhr,o'y nvr ado., •. eh ,r,o(o,.re ond ,nut' sw,y dw p:.m.oms ly •he ocworrge on "(odor • beholf tn. „h :'' v,npl re.••5w,o,•wnt wdl Iv ,eou.ded DEFAULT Fode, d!he hos!a• wIw7ere.0+Inikneo of ,Fe,,:a:L:,C,, + r•.:.d her lh l peed •. Trod Lr. hem., v I° ✓•,loan no, n,rem.n! ,,,?I, Lked of T,o,f fell :ono'W,e defend, Upon u•n d d.fn„tee emd. vet. n. twcered by des DA.ed of Iron ,hull mnfrd•u:rtiv be•oero dew and poyno:t ,1 R.,el..,Ury o• chars,, In the eve... ul v, defoule „a .. n: y mar rr<,d wet, nty. R.rav,or of crh ( err •,n... •1, se1U, e•J ,.vleprry,rny .s IO(u100. ., r. r. nofer of w<h deleo•! ,,. VOf Sen.-Lee-it ele(he•.'n e,l the reel p:,w„'y ,.r., .,! h, the lived of i:,r,t Brnefr•. , re„, wn1. chow ,•<h r•ed!Afore ,:i,u,tro•v,I. ,+ held • set e huc,.t;,. :.(.r,. fn(e of rrv: wR.!er sriwrye the (owl, ro,:wh,ch shnl! ;cnkel u.t 0•.01 nelo, o+'dclool, one r.y n„efcr0f.on d are „ ."ry n nce ,n•kbredness J.(W,ed Ilwr.•r Benefa.o'y s rK,enn°n or cr end.,, of deleell thole r, ego, Re'wlrary s r.gh's regu,d.g who &fovil, Yef odes, „(tend, e.fslr,y ue the now . ,o' •ng or n kaet c. errs •l another Kekt of rod chef, tot been ,ecv,ded (where the rcc,Pey ul d e •e ice of ...Kennon STATE OF CALIFORNIA�R COUNTY OF TRUSTEE'S SALE NN Ies+ Ihcn I?) moon., ul,er 'ecrrhng rx rwt:rs ul Jeluvlr d,. ..ire mug g,•'e o noire of It uv.e s sWe ul a t.qut`ed by low re rl:ul t„.0s ond. w,rn',ol fast n,Uk1ng r hmnnd on ony huge., r•11 the lecenty ofope•:o u1 it, tame• and s:'rre cr sole n . l.nned:n Ilre na0e Ol wle II n,e lnrvec v <l:(Otes •1 n,<,y a.!, nil N'I,t reopen to <. rnrr oorcel> at o„t •,•'!• a drones The sole w •I11e of ;'..1-4 nun,un to Inc h.ofree :wide, 'or rash I,n :uwlol :"cn.y of the Urded She., of Any, fn( pr>ynt,le pi tiw Lune of toes i1,rhus!ee::I,Ityolk-Ann ter tole from hr.., to tfn,try p„Mr nnnour,r erlenl l:l 11:e I,•,,: o r: dn. v heJwad ter ,he U-0r re of c We, d0 a wet by o e0•+,cus nos, ,ae. 6nt ...dhow one w nry...:rna(a ,mp!•7J ♦Betrayer „fy deee o 'YKJ.c oily or ef gene, N fern, o> In „kenos of Iotl fed of cone I..de, of low. Jfe, _0e . u:.,.•I e,e0 1p be:w,(Iv,ne Knef of the 00rh,l w!:,,r.+ Jn7d An, pe,•C„ •,•IV.'•"rI:N•.Y, rho lrvsre. , n:. Ren.hr,rry , or 101', tx:,e „r Iw vrr TAKING POSSESSION UPON DEFAULT ,1 uw la.vc, :k lu V II( r. des'vymrn, of rho :n•Jebreo,•ns or Ivdor me:,, c o• c^Y oyyo. ew. „ndrt :h.s:1oed (,i bed. Ih. Funnhuory root', u ,try'dee waho_:f nonce enhe' n. oer,n, by ,gent_ er by (crud upla,med recent,. order „Oen ond fn..- neszssan of the •Knay proper:, , r,Y on., of d whefhe, or of r!.c ve. ,,net o :u!I.c.enr ,° (0t„ly Ile d„.hlre^ass VJI•e'1•e •,r nett the 2enel eery roan+. •,on. ,I trey Doke w,.0 o. ' Odl,rM n,wves+:ry tn,a, rn '.e ter:, onJ..der n rxi roe, lie tdv5e•:r d.en(:•,• ond ma:uJ•np •eulo•.oL'. •.Orr ; lees to •. uee!•nn.++ ,c,.ncd it..01Joed of Tr, a o , ,n o'w I.,we .enel,rMu, des, :<:I:ng n y ni the °<„art :kwn3e.: obn+e &:neir<.my w,ll des! hnv,w, ed o, ;r,+e,selr .,Berta ore of n• .xy::s ., (ono. mr w.th „y ,°tree nl tr9nu1, (.ode, pen (teed of Tree NO WAIVER OF RIGHTS By ndf.ng pWrr rY y'n! . .o fl .s J•et°,re. " +n. r, : np nrY pcvmen: otter Id., (, c nn<c or elelo'olt or, yr.,-nr n0 wll (tenet•.,.; , writ not won't es •ryln t(. •. r promo: lwynw,a when dart of ell od,el wet.++I. m•d ny fh,s DeeJ of heir,or to der,re n del cult !v I..Irre o pnr 01 to .all dfe pr°ye,1y w•Jer a. r:rn:. N del°ulr a0et .I.,h„ to h•rl iw ',..W,r r, f•fy +nth ,noon„ tre!,e1tot,' .r.y. wd1ovt off Kidd the hob0.iy OI ony I,r'sen, I"I role.ose ony perk„ I,4ble fn, poy:eere of :he n•Jeb!ednea Ibl change „yes ,tom., inn payment of d.e ny:ebtfrhe, end IO '••here annssMnt wah •wplo(.U', Io.. Keep, odd.nnr.u, u( .'nv ond r`,,nge. setoff°, or, efe as. ony seco,dy i':r'fr ,neetredeen RECONVEYANCE Usn Ott (n. ,n Jun ul o ".M:derk,rs; 'KAKI try !h,s : oed':I 1•n,1 Benel•r,pry shell ter nn+er• w,dwu' ...net' It'. r... crest df rr c >wvpett , to :1,r ,ce ter , pat tot, 4'tnlly rr.ullnd de'efo ,,.Ii w.r1'c+e, loch U'e •at,wd .r.lock rcrwwe5ox(..hUa 4 rnrndcyed co,Jwwcic on he VUc. when tel.e0 upon by udnepVrm ISUIJ,Ux,r w en, mbronce,s !o' +0lre w o Ore rat n0V,e ", ^f nNdn °) 0, env .•• the 'erne' er'•Vnre li,e 1..nlr• wJl 1Y onfoke! ,o (horde n .n»not:e •eco'.ey:,reet ttte els n SUBSTITUTION OF TRUSTEE FknrhGory '1 _ h,rn ern. n rxne:oba„o,e o•.•••., t •.art .n plece cl rrooee to ror•y (,, o,e d..he. a •(o; ee ,ado, n •s Deed nl h,nt Uuuf onJ. ;: s..hm!.n rn and w,rlr. 1 :Or ry,ny r,rle II, r •. w re•:(rrc the crew' e.,'tt ✓n.,l F,;,,.:M •.vre gowns hr.. red do• s us ow Ferh :oche wVIVO h::,, J,JI l.o' n w,Ine) s'yned by Benxi,. c,ory,de„„!yore, ••,(•..daof Troth on(0J, .ryncktwe proof of the ternfor dikrr,. w , 01 ••,. new tredee w h.^ 'tt It ve ..•dh Ihr Ogice OI :1-y (.....: • y k.enrder OI Inc BENEFICIARY'S STATEMENT eM 9enefoury f•uv o.o'x•n• met..n moma,r'Ide,pe,m.nrd re law for on.,.oe m.n e(ord.• fh. 1+)..,... , . se. wr .! b. r ., "reed of Trost HOLD HARMLESS Tr, ore , ycos :o ',off) h.u,,•.le+ . en,ry nrd bic or: U ., Lao.. and 9emLo,y. a 1r,:to, ::Ole er.i:erne.cry,r` „I Br••ei.(.u.. ant:, h..,n:Ic(: •o •craw. ,m I,r.elnf Benel:<•w y's ruwneh'•• fee. 0^1 res,:,rr:n,e,l ,o1r. (rn.ira'y 'c • es,•;11 rn nr1. •,ur'l 1,,+,. ,••(h: •r. 'o , In rr, n ,;rr °<„(+.• Leo..°t': 1r 100t°0 °go•rsl n.l,r,� . .nl.,.+g („_( ,r ;•rnr n„d: a. ,ha. Nue +no. •.,, Ify !h,: Deed of ENTIRE AGREEMENT tech all peoson, sy,n us ned,wer ond: or hd.,. br,th .nd..,d,:ol:y urd tooeff't, the„ hods reefed:of, y.,. r.•+ga, and arcces,o's INVALID PROVISIONS .:o10es °rr Iru.,s,•o. ,;I ow Inrr .rw:I p,e,+o••„f let, p":I nl 0,01 Ivor,s•or,) +.uu L„ cons•de•eJ n(" I,. v !.-,r "1 ,hc n:e,r :,' U,r J nl 1n,+1 h'o dfr remu.nJo rI a e,r d,nll f.rl NOTICE TO TRUSTOR ,•des."h,;!h•tdo! Too.. end. 1 fo ',osky of de: •r4J.n non'c1;Nd sea lu'des 0L(,,0. •.n'he'.•n.e PROMPT USE OF LOAN FUNDS On _ _ ._ _ — __ _. _ t,etore ne:no rrllll:!s;yr,CC, a NwIary :lnnl: Txsr�ur;elty apn"arnd _ _ known !o nee Io tr.• !ht• rlersorl wt•ose'name _ _ . _erne We'd Ike same WITNESS usy nand and ntlic,al seal (Sea n:001 kle B •-,»• d (nanly :era Sidle _ , aubM,IlL :C IC the .v,m,n „':h:,•ncnl der( ern enuw.edyul 'ha' Notary Pot:, ,n and fr✓ Ynd: Cuu 'y .roc S!aee 2�1 Order No RECORDING REQUESTED BY AND WHEN nEGOHDED MAIL TO 1,:LUW NI, DEED OF TRUST UH IiECOF UI H S USL THIS DEED OF TRUST is made this day of , 19 , between , herein called Trustor, whose address is (number and street) (city) (state) (zip) and GT SERVICE CORP.. a California corporation, P.O. Box 66/, Burbank. California 91503-0667 herein called Trustee, and , herein called Beneficiary. Trustor grants, transfers, and assigns to trustee, in trust, with power of sale, that property in County, California, described as' Which has a street address of: Trustor also assigns to Beneficiary all rents, issues and profits of said realty reserving the right to collect and use the same except during continuance of detault hereunder and during continuance of such default authonting Beneficiary to collect and enforce the same by any lawful means in the name of any party hereto. For the purpose of securing: (1) Payment of the indebtedness evidenced by a promissory note in the principal sum of $ of even date rewith, payable to Beneficiary. and any extensions or renewals thereof. (2) the payment of any money that may be advanced y the Beneficiary to Irustor. or his successors, with interest thereon. evidenced by additional notes (indicating they are sc secured) or by endorsement on the original note, executed by Trustor or his successor; (3) performance of each agreement of f rustnr incorporated by reference or contained herein Grc 7Xe (5.941 2S On October 25, 1973, indentical ticitious Deeds of Trust were recorded in the office of the County Recorders of the Counties of the State of California, the first page thereof appearing in the book and at the page of the records of the respective County Recorder as follows COUNTY - Book Page COUNTY Book Page COUNTY Book Page COUNTY Book Page Alameda 3540 89 Kings 1018 394 Placer 1528 440 Sisklyou 697 407 Alpine 18 753 Lake 743 552 Plumas 227 443 Solano 1860 581 Arnador 250 243 Lassen 271 367 Riverside 1973 139405 Sonoma 2810 975 Butte 1870 678 Los Angeles 78512 751 Sacramento 731025 59 Stanislaw: 258/ 332 Calaveras 368 92 Madera 1176 234 San Benito 386 94 Sutter 817 182 Colusa 409 347 Marin 2736 463 San Bernardino 8294 877 Tehama 630 522 Contra Costa /077 178 Mariposa 143 717 San Francisco 8820 585 Trinity 161 393 Det Norte 174 526 Mendocino 942 242 San Joaquin 3813 6 Tulare 3137 56/ El Dorado - 1229 594 Merced 1940 361 San Luis Obispo 1750 491 Tuolumne 396 309 Fresno 622i all Mudoc 775 668 San Mateo 6491 600 Ventura 4182 662 Glenn 565 290 Mono 160 215 Santa Barbara 2486 1244 Yo(o 1(181 335 Humboldt 1213 31 Monterey 877 243 Santa Clara 0623 713 Yuba S64 163 Imperial 135b 801 Napa 922 96 Santa Cruz 2358 744 File No. Inyo 205 660 Nevada 665 303 Shasta 1195 293 San Diego 73-299568 Kern 4809 2351 Orange 10961 398 Sierra 59 439 The provisions contained in f3echon A. including paragraphs 1 through 5, and the provisions contained in Section B, including paragraphs 1 through 9 of said fictitious Deeds of (rust are incorporated herein as fully as though set forth at length and in full herein. In Section A. paragraph 5, and in the last paragraph of Section B, paragraph 5 of said provisions, the interest rate stated as "at seven percent"; is hereby amended to read "at interest rate called tor in the Promissory Note the undersigned Truster requests that a copy of any notice of default and any notice of sale hereunder be marled to Truster at the address hereinahove set forth, being the address designated for the purpose of receiving such notice Stale of California County of ____ On ___ Signature(s) of Truster before roe, _ S.S. in and tor the Stale of California. personally appeared , a Notary Public personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(Ies), and that by his/her/their slgnature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted. executed the instrument. f OR NOTARY STAMP WITNESS my hand and official seal. Signature .__ 20 23. ASSISTANCE AGREEMENT LOAN ASSISTANCE AGREEMENT [National City. —(lousing Rehabilitation Assistance] This Loan Agreement is executed . 20 between ("BolTowcr") and the City of National city/County of San Diego("Lender'). RECITALS: A. Borrower has applied to Lender for a loan (the "Loan") to assist Borrower in purchasing a single family home that will he Borrower's primary residence, which home is located at _,National City, California (the "Property"). The Loan is being made under the Community IiOME investment Program, which is a program under the L I. S. Department of Housing and Urban Development. B. This Agreement will set forth the parties' agreements relating to the Loan. For good and valuable consideration, including the making of the Loan, the parties agree as follows: L. The Loan. (a) Terms and Security. The Loan amount shall not exceed $ and the Loan is a deferred payment loan. The payment terms, interest rate, and other requirements are specifically set forth in the Promissory Note from Borrower to Lender for the I.oan amount (the "Note"), which will be executed contemporaneously with this Agreement or at the closing of the purchase of the Property (the "Closing"). The terms of the Note are incorporated in this Agreement by reference. The payment of the Note shall be secured by a Deed to Secure Debt (the "Deed") from Borrower to Lender for the Property. If this Agreement is executed in advance of the Closing, the Closing must occur no later than 20 (b) Conditions for Closing and Disbursement. Lender shall not he obligated to close the Loan or disburse any of the Loan proceeds until it has received a copy of the sales contract for the Property, a satisfactory appraisal, confirmation of other funds needed to complete the purchase, and satisfactory proof or confirmation of satisfaction of all other National City requirements and the HOME regulations. 2. Use of Loan Proceeds. Borrower may only use the Loan proceeds for a rehabilitating the Property and for costs related to the Closing. 3. Restrictions. (a) L Ise and Transfer Restrictions. During the entire "Affordability Period" (as defined below), Borrower's family shall continuously use and occupy the Property as its principal residence. Borrower shall not lease or voluntarily or by operation of law sell all or any part of the Property or any interest in the Property during the Affordability Period. Any abandonment of the Property or other breach of this covenant shall he an "Event of M.\Common\GRANTS kIoIISING DEPARTMENT\XAVIFRS TABLE OF CONlFr\'T\23-ASS!STANCL AGkI.FMENTLOAN ASSISTANCE A(112FF.MENT-uc convcrsion.doc ('age I of 4 30 Default." As used in this section, "family" has the same meaning as in the HOME regulations (currently found at 24 CFR §92.I et seq.) and the "Affordability Period" is the period starting on the date of the Deed and continuing for _ _ years. If this covenant is breached before the expiration of the Affordability Period, the Loan amount (or a portion of it) shall he subject to recapture by Lender, as specifically set forth in the Note. (h) Foreclosure and Revival of Restrictions. Subject to the remainder of this section, if there is an assignment of an FHA mortgage to HUD or it a person forecloses Borrower's interest in the Propcny or takes a deed in lieu of foreclosure and such person's mortgage or security deed was prior to the Deed, the restrictions and covenants in this section shall terminate and no longer affect the Property. Notwithstanding such a foreclosure or deed in lieu of foreclosure, however, the covenants and restrictions in the Deed and this section shall be revived and shall remain in force for the remainder of the Affordability Period when and if the owner of record before such foreclosure acquires or obtains any ownership interest in the Property at any time during the Affordability Period. 4. Inspections. Until the Loan is paid in full, Borrower shall permit Lender or its representatives to enter upon the Property to inspect the Property. "1.'his provision shall not impose upon Lender any obligation to inspect the Property or any liability for the failure to detect any defect or problem with the Property or for the failure. to act with respect to any such defect or problem. 5. Federal Requirements. Borrower shall comply with all regulations governing the HOME Program and all National City requirements. Borrower acknowledges and agrees that the following National City requirements (the "National city Requirements") apply to the Loan: (a) Borrower's total household income cannot exceed 80% of the area media income; (b) the value of the Property cannot exceed 95% of the median purchase price for the area in which the Property is located; (c) upon purchase of the Property and during the Affordability Period, Borrower must have fee simple title to the Property; (d) the Property must he the primary residence of Borrower; (c) the Property cannot he owned by a religious organization; (f) the Property must comply with all environmental law, rules, and regulations; (g) Borrower must comply with the insurance requirements set forth in the Deed, including obtaining and maintaining fire and hazard insurance on the Property in an amount sufficient to cover the amount of the Loan and any other mortgage encumbering the Property. Borrower shall satisfy or comply with all National City Requirements and the failure to do so is an Event of Default. 6. Indemnification. Borrower shall indemnify '.ender, and its officials, officers, agents, and employees against all claims, liabilities, losses, costs, or expenses caused by the performance of this Agreement. 7. Borrower's Representations and Warranties. Borrower warrants and represents as follows (and acknowledges that all of these warranties and representations are material): (a) The matters contained in the Application for the Loan were true and complete in all material respects as of the date of filing and remain true and complete now. (b) No official, officer, agent, or employee of Lender or any member of the immediate family of M:\(bmmon\(;RANTS-iiOUSING UEPARTMENT\XAVILRS F MSU' Ew TABU. OF CONrENlV 3 ASSISI ANCE AGREEMENT \LOAN ASSIS'IAN(T.. AGRE.EMENT.nc cunversion.doc 31 P:Te 2 of such person has any interest in this Agreement or any proceeds or benefits from it or the Property. (c) Borrower is not presently debarred, suspended, proposed for debarment, suspension, declared ineligible, or voluntarily excluded from participation in this transaction or the HOME Program by any federal department or agency. (d) Borrower will be the owner in fee simple of the Property. (e) no tenant living in the Property within 12 months before the Closing has been or will be displaced by the sale of the Property. (f) All representations and warranties made in this Agreement shall survive the closing of the 1.oan and the closing of the purchase of the Property. h. Event of Default. In addition to any other "Events of Default" set forth elsewhere in this Agreement, the following shall constitute Events of Default under this Agreement: (a) Borrower's breach of any covenant under this Agreement, including Borrower's failure to occupy the Property as Borrower' primary residence; (h) a default under the Note or Deed; (c) any warranty or representation in this Agreement is false or materially misleading; or (d) Borrower files or has filed against Bon-ower any hanknrptcy proceeding. 9. Remedies. If an Event. of Default occurs, Lender may, in its sole discretion, pursue any or all of the following remedies: (a) immediately suspend or terminate this Agreement; (h) declare the Note immediately due and payable and institute proceedings for its collection; (c) exercise any and all rights under the Deed; and (d) take any other action in law or equity. Lender's rights and remedies under this Agreement, the Note, and the Deed are cumulative. Any election of any right or remedy will not be deemed to he an election of that right or remedy to the exclusion of any other right or remedy. l0. Miscellaneous. (a) 1.ender will charge Borrower a project delivery cost in connection with the. Loan (b) As used in this Agreement, "Borrower" shall mean all persons signing this Agreement and borrowing money from Lender. The word "including.' means "including (but not limited to)" unless specifically stated to the contrary. (c) This Agrecmcnt shall be construed, interpreted, and enforced in accordance with California law. (d) All notices required under this Agreement shall be in writing and addressed to Borrower at the Property address and to lender at . Notice shall be mailed by certified mail, return receipt requested, postage properly prepaid, or hand delivered. Notice shall be deemed given, received, and effective 3 days from the date of mailing or on the date of delivery. Either party may change the address for notice by giving the other party notice of the new address in compliance with this section. (c) This Agreement, the Note, and the Deed contain the entire agreement between the parties relating to the subject matter of this Agreement. M.\Co,im ,,\GRAN'IS HOUSING DEPARTMENTXAVIERS rry.mS\NEW TABLE OF CONTEN*I1.:3-ASSISTANCE AGREEMEN I\LOAN ASSISTANCE AGREEMENT uc (7011Vers1011 doe Page 3 of .1 32 (f) This Agreement will inure to the benefit of and be binding upon the parties and their successors, representatives, and assigns. (g) Borrower agrees to perform any and all further acts and to execute and deliver any and all additional documents which may be reasonably necessary to carry out the terms of this Agreement or correctly set forth the terms of this Agreement. (h) Borrower may not assign any right, benefit, or obligation of Bon-ower under this Agreement without. Lender's prior written approval, which Lender may grant or deny in its sole and absolute discretion. (i) Neither party is an agent or representative of the other. Borrower is solely responsible for procuring and providing all personnel, facilities, materials, and services necessary to perform Borrower's obligations under this Agreement. Nothing in this Agreement shall he construed to create a partnership or joint venture between the Borrower and Lender, and Borrower acknowledges and agrees that the sole relationship of the parties is that of borrower and lender. IN WITNESS WIIEREOF, the parties have executed this Agreement on the above date. BORROWER: Name: Name: [please print] [please print.) LENDER: R: City/County of By:—__ Title: 17c \dca\Nnrional Ctty apmI horncbuyer chic) \1 \C ninon\GRANTS HOUSING UEPARTMEN'r\XAVIERS 111=.MS\NEW TABLE OFCONTENTG'.3-ASSISTANCE AGREEMF.NT\LOAN ASSISTANCE AGkEP.MLN'F-nc cnnvcrsion.dic Page 4 of 4 `35 24 HOUSING REHABILITATION LOAN SUBORDINATION POLICY General Requirements: Subordination requests will only be considered if the homeowner is in a dire situation, such as a medical emergency or the possibility of losing the home, or if re - mortgaging is only to pay off the mortgage balance to reduce the homeowner's monthly payment and no additional monies will be received by the homeowner in excess of the existing balance of the mortgage. Homeowner Requirements: • Provide the City of National City with updated financial information to determine eligibility. • Provide full and complete information as to the terms and conditions of the re -mortgaging including the value of the property, the balance due on any mortgage which is prior in position to that of the City of National City's lien, and the value of any subsequent and resulting mortgage or other liens which would appear first in priority before the City of National City. • Provide the City of National City with a certified appraisal from the mortgagee as to the value of the property. • Provide the City of National City with a written request for a subordination agreement, stating the reason for the request. • Provide the City of National City with a letter from the new mortgage company stating it will not take second position for pay-off and include the amount of the new mortgage. City of National City Requirements: • The City of National City will submit to San Diego County a written request indicating their support of the lien subordination along with the above documentation collected from the homeowner. San Diego County Requirements • San Diego County will respond in writing within ten (10) days of receipt of the City of National City's request provided that no additional information is required from the City of National City, mortgage/finance company, or homeowner. M \Cowman\GRANTS-HOUSING DEPARTN1ENT\XAVIERS rrUMS\NE\V TARI,F:OF CONTFNT114 SUBORDINATION ION POLICY\SUBORDINATION POLICY do,- Paa2r I of I 3L-I 25 OWNERS NOTICE OF COMPLETION API hR HFCORDING MAII TO' Name Addi rss City. State Zip OWNERS NOTICE OF COMPLETION NOTICE IS IILFd1BY (3IVI N. pursuant to A . 34.3 t)i I dirt of proper tv is the 0, net of tile following dru g ihrd That on the day of _ work was completed on the constnlchOn, alternl1 nt, or repair of the l oilding or improvements located Iherrnn by .. --- -- the original corurlctor. --- ------- That None c. of Intent to Recnnl this Notice .,I Completion was gl:ru to all persons havmy y Notices of Right to I,ien 01 asserted a Stop Lending Ni rice on the above mentioned property al lust five days helve the recording of tins dor.rment I) VI EI) fHIS day of QAVNI•R STAT 1: O� CAI.11'OHNIA SS' Thud ludic:tat r)iarict _ being duly svyo,n upon oaih. dr;1><ne'. and says: I have read the lorego.up, Notice of Completion. know the contents thereof,all and singular. and the. statements cnncunrd therein are 1111c as 1 believe STATL Of r'allt 'Third tudiclal filslrl.'I IRIS IS TO CLR'I Il Y that on this day of . be lore. [Ile the —.—. • undetsigncd Nnlaly Puhl1C, pet ...natty appeared _ known to Inc and to, me known to he, the ;ndlyw!ad(s) dcscrlbed w , id who cxtcwed the foncs.erng I:r.tl omens and acknowledged to n:c that signed the, same trade znd Iodurtsrdy for r.+r use,. and f)u,pw.r•• therein sCI tort RIVLSS mi taut and officral sad Notary Public la and lee Cali nn Iia_ tv1 v curnmISSIun rs )Ires' l.!`l:�•nalonsGR AN: II0LS(NC1)3PAy'1,tNr1XAY(FRS rl t MS,'5LWfAni.L 0) I'(,5.TFPa'J? nss 41( NO I li l',. ('(M I'Ll.liON,,,`MafRS NO I ICf. OFt'(\1P1.h1der I r, SECTION V: PROJECT COSTS 3(9 SECTION V: PROJECT COSTS 26. FORMS OF ASSISTANCE The proposed method is currently under review and further development. Eligible costs include: a. Project Hard Costs: the actual cost of housing improvements site improvements. Such costs include those associated with the following: i. Meeting applicable Property Standards identified within this Policy and Procedure Manual. ii. Making essential improvements, including energy -related repairs or improvements, improvements necessary to permit use by handicapped persons, and the abatement of lead -based paint hazards, as required by 24 CFR 92.355, and to repair or replace major housing systems in danger of failure. iii. Making accessibility improvements for persons who are disabled. iv. Demolishing existing structures. v. Making utility connections, including off -site connections from the property line to the adjacent street. vi. Making improvements to the project site in keeping with improvements of the surrounding, standard projects. Site improvements may include on -site roads and sewer and water lines necessary to the development of the project. b. Project Soft Costs: other reasonable and necessary costs incurred by the City and associated with the home improvements funded with program funds. Such costs include the following: i. Architectural, engineering or related professional services required to prepare plans, drawings, specifications, or work write-ups. ii. Processing the financing for a project, such as fees for title evidence, recording and filing of legal documents, building permits, attorney fees, private appraisal fees, and fees for an independent cost estimate and builders profit and developers fees. iii. Costs of a project audit that the participating jurisdiction may require with respect to the development of the project. iv. Staff and overhead costs directly related to carrying out the project, such as work specification preparation, loan processing, inspections, and other services related to assisting ORP recipients. v. Project contingency funds, not to exceed 10 percent of the known project costs. Known project costs do not include contingency funds. Under exceptional circumstances, the ORP Project Manager may approve contingencies of more than 10 percent. Requests for larger contingencies should be made in writing with appropriate explanation of the circumstances requiring larger amounts. Upon project completion, the project commitment amount (including the Note, Deed of Trust/Security Agreement, and Assistance Agreement) must be reduced by the amount of any unused contingency funds. c. Eligible Administrative Costs include reasonable costs for the following: i. funds may be used to pay administrative costs incurred by the City in the performance of program activities, but may not exceed the amount of administrative funds allocated in the City HUD grant agreements. Funds can be used for general management, oversight and coordination of the program. Costs include, but are not necessarily limited to, necessary expenditures for the following: 3� 41.11.41,4 SECTION V: PROJECT COSTS Salaries, wages, and related costs of the City's staff. In charging costs to this category, the City may either include the entire salary, wages, and related costs allocable to the program of each person whose primary responsibilities involve program administration assignments, or the pro -rated share of the salary, wages, and related costs of each person whose job includes any program administration assignments. The City may use only one of these methods. Program administration includes the following types of assignments: 1. Developing systems and schedules for ensuring compliance with program requirements. 2. Developing agreements with entities receiving ORP funds. 3. Monitoring HOME -assisted housing for progress and compliance with program requirements, including program audits. 4. Preparing reports and other documents related to the program for submission to AHFC. b. Coordinating the resolution of audit and monitoring findings. 6. Evaluating program results against stated objectives. 7. Managing or supervising persons whose primary responsibilities with regard to the program include such assignments as those described in ii (a) through (e) above. 8. Travel costs incurred for official business in carrying out the program. 9. Administrative services performed under third party contracts or agreements, including such services as general legal services, accounting services, and audit services. tO.Other costs for goods and services required for administration of the program, including such goods and services as rental or purchase of equipment, insurance, utilities, office supplies, and rental and maintenance (but not purchase) of office space. ii. Staff and overhead directly related to carrying out the project(s), such as work specification preparation, client and loan processing, inspections, or other services related to assisting ORP recipients. Note: These costs may be charged as administrative costs or as project soft costs at the discretion of the City. This may also include the costs of initial assessment/inspection for proposed projects that are later determined to be ineligible for the program. iii. Public information, including the provision of information and other resources to residents and citizen organizations participating in the planning, implementation, or assessment of projects being assisted with program funds. iv. Activities that affirmatively further fair housing. v. Indirect costs may be charged to the HOME program under a cost allocation plan prepared in accordance with OMB Circulars A-87 or A- 122, as applicable. 27. REHABILITATION FUNDING PRIORITY The City will prioritize the rehabilitation needs of each project in the order identified in the detailed listing is provided in Fxhihit H, titled Owner Occupied Housing Rehabilitation Standardsprovrdes a listing the funding priorities. SECTION V: PROJECT COSTS 28. EXAMPLES OF TYPICAL REHABILITATION ACTIVITIES a. Exterior • Repair or replace all, or part of, the roof structure. • Repair or replace all, or part of, porches and/or step system. • Cover or coat exterior surfaces with appropriate materials, with the goal of eliminating or reducing maintenance. • Repair, replace, and/or install rain gutter system. • Repair or replace damaged/non-functional doors and windows. • Clean up yard waste. • Repair foundation and/or chimney. • Utility Connections. • Lead -based paint control or abatement. ii. Interior • Repair/replace/construct walls, ceilings and floors. Repair/replace/install interior doors, handrails, stairs, kitchen cabinets and bathroom fixtures. Repair/replace mechanical systems: heating, ventilation, plumbing and electrical. Repair/replace structural components such as posts, beams, bearing walls, etc. • Lead •based paint control or abatement. iii. Special Design Features • Widen doorways to accommodate the use of wheel chairs. • Construct ramp to provide/improve access for persons with disabilities. iv. Related Soft Costs • Assessment and inspection work performed by City staff. At the discretion of the City, this may also be charged as an administrative expense. • Property Appraisal or Broker's Opinion of Value. • Building permits. • Contracted professional services: plan preparation, specifications, work write-ups, lead -based paint assessments and clearances, etc. • Mileage and/or travel directly related to the project. 29. PROHIBITED ACTIVITIES AND COSTS i. Purchase or repair of appliances not permanently attached to the home. EXCEPTION: The repair or replacement of appliances, such as a refrigerator or stove, is acceptable in cases where the property would not otherwise meet HQS. Such costs may not exceed $1,000.00 ($750 for any one appliance or $1,000 total), unless approved in writing by the City. Washers and dryers are generally not required to meet HQS. ii. Landscaping, except if applicant has been approved for participation in the City Exterior Improvement' Program or if for the restoration of the site following an eligible activity, or for health, safety or accessibility reasons. 3q SECTION V: PROJECT COSTS iii. Relocation costs. Program funds may not be used to pay for relocation costs of any household member unless approved in writing by the City; unless relocation is due to lead -based paint activities, in no event may the cost of relocation, if approved by City. The proposed method is currently under review and further development. iv. Site improvements, unless necessary to correct an HQS violation. v. Any other cost determined to be ineligible per federal HOME regulations for housing rehabilitation projects funded by HOME/CDI3G only, or ineligible in accordance with these program guidelines for all projects. vi. Additions to the footprint of a home that is located in a tloodplain. Other additions need to be approved by program staff and by the Loan Review Cornrnittee (LRC). If changes, are made to increase the size of the dwelling the additions must first be approved by the City's Planning Department and must comply with the local building code. SECTION VI: RECORD KEEPING LI I SECTION VI: RECORD KEEPING 30. RECORD KEEPING REQUIREMENTS The City will establish and maintain sufficient records to enable HUD and/or City Auditors to determine whether the City has met the requirements of policies and procedures outlined in the program guidelines. Project files at a minimum will be set-up in the following manner: i. Records demonstrating the income eligibility of each household assisted with program funds. ii. Records demonstrating that the dwelling was the principal residence of the owner at the time program funds were invested in the property. iii. A record that a search was conducted at the San Diego County Recorder's Office website or that a title search was ordered. iv. A full description of each project assisted with program funds, including the location and form of assistance provided. v. Records demonstrating that each project meets the property standards established within these program guidelines. vi. If a manufactured home was rehabilitated, records that it was in accordance with the property standards and eligibility outlined in these rehabilitation program guidelines. vii. Records demonstrating that the value of the property, after rehabilitation can not exceed the Single family Mortgage I imits under Section 203(b) of the National ( lousing Act. viii. Records demonstrating that the total cost of rehabilitation did not exceed 75% of the value of the property after rehabilitation, or if in a Special Hood Hazard area, the total cost of rehabilitation did not exceed 50% of the value of the properly before rehabilitation. If costs otherwise exceeded these limits, documentation of appropriate waivers and that the proper alternative environmental review process was followed. ix. Records which identify all sources and amounts, and application of funds contributed to each project. x. If applicable, "Matching" contributions records associated with the project assisted with program funds, documentation regarding the sources of funds other than city program funds and whether the source is a federal or other source. xi. Records documenting administrative costs incurred by the City in the performance of rehabilitation program activities. xii. Records identifying the source and application of program income, repayments and recaptured funds. Refer to Appendix 3, Program Income Policies and Procedures. xiii. Records demonstrating adequate budget control, in accordance with 24 CFR 85.20, including evidence of periodic account reconciliation. xiv. Records demonstrating compliance with the City's cost allocation plan. xv. Records demonstrating compliance with applicable uniform administrative requirements identified within these program guidelines. xvi. Records documenting required inspections, monitoring reviews and audits, and the resolution of any findings or concerns. xvii. Equal Opportunity, fair Housing and Affirmative Marketing Records: I) Data on the extent to which each racial and ethnic group and single - headed households (by gender of household head) have applied for, participated in, or benefited from, any program or activity funded in whole or in part with I1OML, CDBG, and/or Low -Mod Program funds. 2) Documentation of actions undertaken and outcomes achieved under the City's Affirmative Marketing and Outreach Plan. SECTION VI: RECORD KEEPING 3) Documentation of actions undertaken to meet the requirements of 24 CFR part 135, which irnplements Section 3 of the Housing Development Act of 1968, as amended (12 U.S.C. 1701u). 4) Documentation and data on the steps taken to implement outreach programs to minority and female -owned businesses, including data indicating the racial/ethnic or gender character of each business entity receiving a contract or subcontract of $25,000 or more, paid, or to he paid, with program funds; the amount of the contract or subcontract, and documentation of the City's affirmative steps to assure that minority business and wornen's business enterprises have an equal opportunity to obtain or compete for contracts and subcontracts as the source of supplies, equipment, construction, and/or services. xviii, If applicable, records supporting requests for waivers of the conflict of interest prohibitions identified in 24 CFR part 92.356. xix. Records of certifications concerning debarment and suspension required by 24 CFR part 21 and 91 (copy of website search). xx. Records demonstrating compliance with the labor requirements of 24 CFR part 92.354, including contract provisions and payroll records (required only for contracts involving 12 or more HOME -assisted units). xxi. Records demonstrating compliance with the environmental review requirements of 24 CFR part 92.352 and 24 CFR part 58. xxii. Records demonstrating the age of house construction. xxiii. For projects assisted with program funds built before 1978: any required lead -based paint notices provided to occupants of assisted housing, and evidence of compliance with lead -based paint regulations at 24 CFR part 35. xxiv. Evidence that all required Assistance Agreements, Notes, Deeds, Security Agreement, Notice of Completion, and Subordination Policy certifications have been properly executed. xxv. Procurement policy standards if contractors or subcontractors are utilized by the City. 31. PERIOD OF RECORD RETENTION Records must be retained by the City until the loan has been reconveyed, except as follows: Written agreements must be retained for five years after the agreement terminates; ii.• If any Litigation, claim, negotiation, audit, or other action has been started before the expiration of the regular period, the records must be retained until completion of the action and resolution of all issues which arise from it, or until the end of the required period, whichever is later. 32. ACCESS TO RECORDS The City must provide HUD, City Auditors, the Controller General of the United States, or any of their representatives, with reasonable access to all and any pertinent books, documents, papers or other records pertaining to the City's administration of program funds provided, in order to make audits, examinations, excerpts, and transcripts. LIS SECTION VII: APPLICANT AND PROJECT PROCESSING Step 1: Prior to First Disbursement _Prior to any fund disbursements, the following checklist identifies some but not all of the items that need to be included in each Rehabilitation Project: 1. Copy of Deed 2. Any title searches, title reports, or title insurance 3. Closing documents 4. Copy of Homeowner Agreement(executed) 5. Environmental Screening check 6. Appraisal/market Analysis 7. Initial Inspection Reports 8. Work Write-up and Cost Estimates 9. Rehabilitation Contract between Homeowner and Contractor 10. Any addendums to Construction Contract 11. HUD Debar/Suspension Clearance Forms 12. Lead -Based Paint Compliance Documentation 13. pre -construction Conference Report 14. Notice to proceed 15.Contractor payment Request 16. other documents as deem needed by the GHD. Step 2: Application Procedures Prospective applicants should call or visit the Grants and Housing Department of the City of National City (GHD) at located at 1243 National City Boulevard, California: 1. Request a pre -application to complete and submit to the GHD. 2. The GHD processes all applications on a first come first serve basis, giving priority to certain categories like the disabled and the elderly 3. You will be contacted when your name reaches the top of the waiting list. You must respond within 21 days. 4. In order to proceed, you must complete an application, as well as submit personal information that includes, but is not limited to income and asset verification for each person that currently resides in the home. 5. Once eligibility is determined, a City Inspector will contact you to make arrangements to visit your home and prepare an initial inspection report 6. Once GHD has completed a Work Write Up, you then select three contractors from our pre -approved list to obtain bids for the repairs to be performed on the dwelling unit. 7. The GHD will select the lowest responsible bidding contractor to make repairs to the unit. 8. Contractor and property owner- signs Construction Agreement. 9. The GHD will prepare all loan documents for signature and will set up a date for loan closing. 10.Once a lien and contract are signed by the homeowner, the work commences Step 3: Applicant Eligibility Determination Applicant eligibility criteria: i. The applicant and the property have not been assisted previously with HOME funds or other National City funds. ii. If for owner occupied loans that the proposed property is the principal residence of the applicant; a. Obtaining a written certification from the applicant/eligible senior that the property proposed for rehabilitation is occupied by the applicant as his/her primary home. b. Reconciling homeowner's certification against residency address and ownership data indicated by the applicant' application iii. The applicant and or his tenants are income -eligible based on the qualification requirement of each available housing program. Ui Step 4: Property Eligibility Determination The APPLICANT must affirm the following property eligibility criteria: i. The property is a single-family residential home, condominium dwelling, Mufti -family unit dwelling. If the property is a condominium or cooperative unit, a determination that HOME funds are not intended to be used to make improvements to common spaces or systems. ii. The properly does not have a Notice of Sale or Default filed against it. iii. The property proposed for rehabilitation meets the definition of "Homeownership" or rental dwelling units as outlined in this manual. The following documentation must be collected: a. For a property under fee simple ownership or lease -hold owner the applicant should provide initial evidence of a warranty or quitclaim deed, or if applicable, copy of a long -terra lease, or other appropriate form of title evidence. These documentation will be verified by using Recorder's Office records. If ownership can not be verified against information provided by Recorder's Office, then a title search report must be obtained from a title insurance company verifying that the applicant is in title to the property. iv. After rehabilitation, the property value will not exceed the Single Family Mortgage Limits under Section 203(b) of the National Housing Act for the type of single-family housing for the area, as determined by HUD. Note: This determination may need to be made in conjunction with an assessment of the rehabilitation needs and value contribution of the proposed rehabilitation activities. a. The property's after -rehab value must be determined by one of the following methods: • Adding the property's present assessed value, as established by athe GHD to the cost estimate for the rehabilitation work to be completed. • An appraisal performed by a licensed State of California appraiser. • A licensed Real Estate Broker's written opinion of value. b. In the event that the after rehab value has been only established using the local governments assessed value and it comes within $40,000 of the of the FHA Family Mortgage Limits under Section 203(b) of the National Housing Act the GHD will obtain further evidence of value using either an appraisal performed by a licensed State of California appraiser or a licensed Real Estate Broker's written opinion of value. v. Properties with Large Acreage: The value of all acreage on which the home is situated (contained within the same legal description) must be included. Requests for waivers must be presented, in writing, to GHD program staff for approval. Step 5: Preliminary Eligibility Determination and Notification After completing Steps 1 - 3 above, the GHD will make a preliminary determination of the applicant's eligibility assistance. The GHD will notify the applicant of the status (preliminary eligibility or ineligibility), and if ineligible, will state the reasons for this determination. All property owners will be provided with applicable agreement(s) for review. Certain agreements will need to be submitted in Step 7 and must be signed before project set-up. Appeals Procedures The GHD has an establish procedure for accepting and reviewing appeals from the applicant regarding ineligibility determinations, including, but not limited to, review of the application by the GHD's Executive Director. "The appeals procedure allows, if requested by the applicant, the ability of the applicant to appeal to HUD program staff, if the GHD's initial appeal review is upheld. 5D Step 6: Field assessment Upon completion of Steps 1 -5 , and preliminary determination of an applicant's and their property's eligibility, the GHD shall: i. The GHD will conduct an assessment of the property and complete the environmental review. The GHD will conduct an assessment will answer the following questions: a. Is the property located in an area subject to local rehabilitation codes or ordinances? If so, what rehabilitation work needs to be completed to satisfy these codes or ordinances? b. Is the property located in an area subject to local rehabilitation codes or ordinances, what rehabilitation work needs to be completed to ensure that all work done satisfies current State or local codes? c. Will it meet the after National City rehabilitation inspection standards? d. What are the results of the blower door test conducted at the time of the assessment? e. What are the results of the combustion efficiency and carbon monoxide testing of all combustion appliances? f. What healing system equipment, if any, should be replaced? g. Is the property structurally sound and not in danger of becoming deteriorated or unsafe within five years after rehabilitation? h. What incipient repairs are recommended? i. What is the estimated cost of the rehabilitation/accessibility modifications work? j. What needs to be accomplished to ensure compliance with the Environmental Regulations and Lead -Based Paint Poisoning Prevention Act requirements found in Section II of this Manual. ii. Based on the assessment a scope of work will be developed that details the rehabilitation and/or accessibility modifications needed, including all work necessary to meet required property standards. The GHD shall take a sufficient number of photographs of the property to adequately represent the condition of the property and its rehabilitation needs. iii. Using the field assessment, the GHD will establish a preliminary cost estimate for the rehabilitation work needed to meet all required property standards. iv. Using the preliminary cost estimate developed in (iii) above, re- determine the eligibility of the proposed project, according to the following funding and property criteria: a. Maximum HOME Program assistance which may be contributed, as identified in Section II, Funding Limitations, of this Policy and Procedure Manual. b. Property value limitations as establish by HUD. 51 Step 7: Bid Process After completing Steps 1 - 6 above, the GHD will complete procurement (bid) processes for the scope of work to be completed. The procurement process will allow the property owner to select three contractors from a list of approved contractors which shall be maintained by the GHD. Using the Work Write-up, the GHD will solicit three bids. After receiving all three bids, the GHD staff will meet with property owner to assist in reaching a decision in the selection of the best qualified bid. The wining bid will form the basis for the grant and/or loan for which the property owner may be eligible for. 52 Step 8: Setting Up the Project Prior to setting up the project, the GHD shall facilitate the applicant's execution of the Assistance Agreement and the National City Subordination Policy and Certification. ii Upon review of the above information, the Grants Manager will approve or deny the application, or if applicable, request additional information determined to be necessary to evaluate the proposed project. In cases where certain waivers are requested, the HOME Program Manager may also review application for approval or denial. This decision shall be in writing, and shall include: a. If denied, the reason for denial. b. If approved, the HUD IDIS activity number. Upon project approval, the GHD shall notify the applicant (property owner), and the contractor, if applicable, of the application approval and schedule and conduct a pre -construction conference. The GHD shall also update its database with the new I -IUD IDIS activity number. 53 Step 9: Pre -construction Conference i. {he GHD shall conduct a pre -construction conference, attended by the GHD, the contractor, if applicable, and the homeowner. Conference topics shall include: a. Confirmation of the scope of work (rehabilitation activities) to be performed. b. Establishment of a schedule for the commencement and completion of work. c. A discussion of the roles and responsibilities of the parties involved. d. A thorough review of the agreements required to be executed by each party. 5L) Step 10: Execution of Agreements and Notices Subsequent to, or as part of the pre -construction conference, the GHD shall facilitate the execution of, and retain as part of the project file, the following documents: Assistance Agreement. ii. Subordination Policy and Certification. iii. Promissory Note iv. Deed of Trust The Deed of Trust must be forwarded to the San Diego County Recorder's Office for recording. v. Other documents as deemed necessary by the GHD. 55 Step 11: Notice to Proceed Upon receipt of all notices, loan documents, and agreements identified above, and confirmation that the Deed of Trust has been recorded, the GHD may proceed with rehabilitation activities and/or issue a Notice -to -Proceed to the contractor. 5tQ Step 12: Project monitoring The GHD shall routinely monitor the progress of each project, and is responsible for ensuring that the contractor adheres to all applicable rules, regulations and procedures outlined in the programs policy and procedure. 5 r Step 13: Use of contingency funds In the event that unforeseen circumstances arise during the rehabilitation of the property which necessitate the investment of additional funds, the GHD may authorize additional work and expenditures by the contractor or GHD's work crew, so long as those expenditures do not exceed the amount of the approved contingency funds. 5g Step 14: Project Revisions If necessary, Assistance Agreement includesa place to make dollar amount revisions. Any change orders associated with a project must be documented in the project file in writing, including the dollar amount of change and the reason for the change. A project revision (commitment funding increase) will be prepared in the event that the project's scope of work needs to be amended, based on unforeseen and exceptional circumstances which cannot be completed within the contingency budget. A Project Change Order Form will be completed and approved by the GHD which will then have the homeowner execute a Modification to the Note, using appropriate form. �vl Step 15: Project Completion Building Inspections. When notified by the contractor that the work has been completed, the GHD shall: a. Contract an inspector or use their own qualified staff to inspect the dwelling unit to confirm that all required properly standards have been satisfied and that the original scope, or amended scope, if applicable, has been satisfactorily completed. b. In order to ensure compliance with Housing and Quality Standards the GHD may use either the form provided by the Department of Housing or Urban Development or the abbreviated HOME Program Site Inspection forms. See Appendix G for these forms. c. Order any applicable required building department inspections. ii. Notice of Completion, and Claimant Liens. Subsequent to a determination that the scope of work and all required property standards have been satisfied, the GHD shall: a. Verified that that there are no outstanding liens on the property. b. Execute a Homeowner's Notice of Completion. iii. Other Project Completion Tasks a. Complete Project Close-out form. b. lake a sufficient number of photographs of the property to adequately represent the completed condition. c. In the event that all comrnitted funds, including contingency funds, are not utilized, the GHD must modify the Note, utilizing the Modification to Note form. iv. Weather -Related Delays to Project Completion The GHD shall take reasonable steps to ensure that all project work can be completed on a timely basis. COO SECTION VIII: PROGRAM/PROJECT FILES AND MONITORING SECTION VIII: PROGRAM/PROJECT FILES AND MONITORING 48. ADMINISTRATIVE RECORDS INSTRUCTIONS The City shall maintain sufficient records to enable HUD and/or City Auditors to determine whether the City has met the requirements of the HUD Grantee Agreement and the program guidelines. fhe City shall retain records in accordance with the listings below. A separate file shall be maintained for each listing. The City shall also submit any and all documentation requested by HUD. 49. PROGRAM FILES CityLHUD Agreement File 1) Grantee Agrc'ernent 2) Grantee Amendments 3) insurance Documents 4) Correspondence 5) Quarterly and Final Reports 6) Affirmative Marketing Plans and supporting documentation 7) Audits Performed by the City 8) Waivers for Conflict of Interest Prohibition, Copy of all MBE/WBE, & Section 3 Reports 9) Procurement Standards 10)Appeals Procedures 11)Targeting Policy City Financial File 1) 2) 3) 4) 5) 6) 7) 8) Cost Allocation (approved) Administrative Costs Summary and Supporting Data Copies of Administrative Payment Request Forms Summary of Program Costs and Supporting Data Records of Program Income, Repayments and Recaptured Funds Records Demonstrating Adequate Budget Control, in Accordance with 24 CFR 85.20, Including Fvidence of Periodic Account Reconciliation Records Demonstrating Compliance with Applicable Uniform Administrative Requirements 50. PROJECT FILES Section I. 1) *Checklist 2) $Application 3) *income Verification Documentation 4) *Income Calculation Records 5) *Print out of Recorder's Office Search 6) Title Search 7) *Copy of Ownership Documents 8) *Copy Project Completion Form 9) *Property Assessment Documentation I0)'Copy of Set up Form 1.1) Copy of Waiver Letter 12)*Copy of Assistance Agreement 13) *Copy of Note 14)*Copy of feed of Trust/Security Agreement 15)*Copy of Modification Agreement 16) Verification of a Disability 17) Request for Accommodation 18) *Copy of the Subordination Policy 19) *Copy of Notice of Completion 20)*Payment Reque.,t Records 71) Waivers/Correspondence Provided by the City 22) Change Order Form (IZ SECTION VIII: PROGRAM/PROJECT FILES AND MONITORING Section II. 23) *Checklist 24)*Scope of Work 25)*Purchasing Documentation Checklist 26) Print out of Debarred Contractor Webpage 27)*Cost Estimate 28) Bids and Proposals Documentation 29) Reponses to Bids and Proposals 30) Rehabilitation Construction Contract. 31) Davis Bacon Documentation 32) Applicable Contractor Licenses 33) Grantee's Lien Waiver 34) Construction Payment Summary 35) Building Permits 36)'HQS Inspection Documents 37) *State and t ocal Code Inspection Documents 38) Documentation of Horne -Based Business Footage Section III. 39) "Checklist 40)*Historic Property Determination 41)*Copy of Lnvironmental Statutory Review Worksheet 42) Other Supportirig Environmental Review Documentation 43) Acknowledgement of Received "Protect Your Family from Lead - Based Paint" 44) Copy of Notice of Lead -based Paint 45) Copy of Notice of Lead -based Paint Present 4G) Copy of Notice of Lead -based Paint Reduction 47) Other Lead based Paint Assessment, Control, Clearance Documents 48)*Pre•rchabrtitation Pictures 49)'Post-rehabilitation Pictures 50)*Property Location Map *Required for all files 51. DOCUMENTATION SUBMITTED TO HUD i. Forms Submitted to t1UD for Project Set-up - Additional HUD reporting requirements are currently under review. 52. PROGRAM MONITORING Per federal regulation, the City is required to monitor program performance. In accordance with this requirement, City will: Perform periodic inspections of approved projects. Project inspection will focus on the scope of work performed, and test whether required property standards have been satisfied. Approximately 5% of all approved projects may be inspected. However, City may inspect a greater percentage of the units in the event th>rt inspections reveal consistent errors in meeting required property standards. ii. Conduct program compliance reviews to evaluate performance of activities provided in these program guidelines, the Cost Allocation Plan, and these polices and program procedures. t93 City of National City- Grants and Housing Department 1243 National City Boulevard National City, CA 91950-4301 Phone (619) 336-4266 Fax (619) 336-4349 CA Relay Service 711 -quaff Housing Opportunity City of National City, California COMMUNITY DEVELOPMENT COMMISSION AGENDA STATEMENT 21 MEETING DATE liily 17 2007 AGENDA ITEM NO. /1EM TITLE Public Hearing of the Community Development Commission of the City of National City regarding levy of self assessments for the Downtown National City Property Business Improvement District (Morgan Square Community Benefit District) to fund ongoing maintenance and operations (Public Rights of Way and Sidewalk Operations, District Identity and Streetscape Improvements, Administration and Corporate Operations, and the District's Reserve Fund). PREPARED BY DEPARTMENT Jacqueline Reynoso (ext. 4293) Economic Development Division Community Development Coordinator EXPLANATION Maintenance and operation costs for fiscal year 2007-2008 of the Downtown National City Property Business Improvement District ("District") are estimated at $240,688.64. The fees to the property owners for fiscal year 2007-2008 range from $240 to $22,785.90. Based on the District Plan, approved by the City on April 30, 2004, the Board of Directors of the Management Corporation ("The Board") have an option to increase the assessments annually based upon the San Diego County regional CPI indicator or to a maximum of 5% for subsequent years. .'he Board has reported that there is no change in the assessment amount from fiscal year 2006-2007. The Board does not anticipate an increase in the annual assessment until the District's current capital improvement projects are complete. These include the street medians, the fountain plaza, and the design ,...)elines for the District. / Environmental Review N/A Financial Statement Maintenance costs for the 2007-2008 fiscal year for the District are estimated at $240,688.64. STAFF RECOMMENDATION City Council approve Public Bearing of the Community Development Commission of the City of National City regarding levy of assessments for costs of the Downtown National City Property Business Improvement District (PBJD) rATTACHMENTS 1. Public Hearing Notice Engineer's Report (2. 3. Assessment Resolution No. A-200 (9/80) NOTICE OF A PUBLIC HEARING OF TIIE CITY OF NATIONAL CITY DECLARTNG ITS IN'I'F,NTION TO PROVIDE FOR AN ANNUAL LEVY AND COLLECTION OF ASSESSMENTS IN TIIE DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING ANNUAL LEVY OF ASSESSMENTS The City Council of the City of National City, California, has previously formed a special maintenance district pursuant to the terms of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (the "1972 Act"). The special maintenance district is known and designated as The Downtown National City Property Business improvement District ("Maintenance District"). It is the intention of the City Council to conduct proceedings to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and/ or servicing of improvements within the Maintenance District. ENGINEER'S REPORT An Assessment Engineer's Report contained in the Downtown National City Property Business Improvement District Management District Plan ("Report) has been prepared and approved by this City as required by the 1972 Act and Article XI LID of the Constitution (Article XIIID). The Report is available for public inspection in the office of the City Clerk. Reference is made to said Report for a full and detailed description of the improvements to be maintained and/or serviced, the boundaries of the Maintenance District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the Maintenance District. PUBLIC HEARING Notice is hereby given that the City Council of the City of National City shall hold a Public Hearing on 'Tuesday, July 17, 2007 at 6:00 p.m. in the City Council Chambers, located in the Civic Center, 1243 National City Boulevard, National City, CA, regarding: LEVY OF ASSESSMENTS FOR COSTS OF THE DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT. The City Council shall consider all oral statements and all written protests or communications made or filed by any interested persons regarding the annual levy and collection of assessments for the Downtown National City Property Business Improvement District Michael R. I)alla, City Clerk RE C:EI\'ED C%_:1 Comgrunity 1?eveiop,,"K37:; Ci•rir - i ;, , DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT MANAGEMENT DMSTRICr PLAN Formed Under California Streets and Highway Code Section 36600 Property Business Improvement District Act of 1994 FINAL PLAN SUBMITTED TO: THE DOWNTOWN NATIONAL CITY P.13.I.D. STEERING COMMITTEE THE CITY OF NATIONAL CITY COMMUNITY DEVELOPMENT COMMISSION EXECUTIVE DIRECTOR BEN MARTINEZ MA oR NICK INZUNZA AND CITY COUNCIL MEMBERS Luis NATIVIDAD, RON MORIuSON, FRANCISCO PARRA AND FIDELAS UNGAB PRESENTED BY: MARCO LI MANDRI, NEW CITY AMERICA INC. APPROVED Arm, 30, 2004 L JPDATE.D MAY 24, 2004 1 Attachment 2 DOWNTOWN NATIONAL CTI'Y PROPERTY BUSINESS IMPROVEMENT DISTRJCT MANAGEMENT 1)ISTR.ICT PLAN FINAL PLAN - MAY 24, 2004 TABLE OF' CONTENTS I. INTRODUCTION, EYECU'I'1VE SUMMARY II. ADDRESS SERIES, GENERAL STREET BOUNDARIES III. WORK PLAN AND BUDGET IV. ASSESSMENT METIIODOLOGY TO FUND THE SPECIAL BENEFITS V. RELEVANT ENABLING LEGISLATION, AB 1021 VI. ENGINEER'S REPORT AND RELATIONSHIP BETWEEN ASSESSMENTS PAID AND SPECIAL SERVICES RECEIVED VII.. DISTRICT GOVERNANCE APPENDIX A. MAP OF I TIE DISTRICT B. FIVE YEAR PROJECTION OF ASSESSMENTS C:. LIST OF PARCELS INCLUDED IN DISTRICT D. CERTIFIED ENGINEER'S RETORT 2 PART I EXECUTIVE SUMMARY DOWNTOWN NATIONAL CITY MANAGEMENT DISTRICT PLAN Statement of Purpose Over the past two years, the.people of San Diego County have begun to see National City in a whole new light. Long identified with the extremely successful National City Mile of Cars, the City now has the distinct identity of a municipal corporation aggressively moving forward on a number of fronts. Whether it be the visionary Marina project, the development of Filipino Village, the beautification of Highland Avenue or the creation of the Education Village in Downtown National City, more things are happening in this City than almost anywhere else in the County. Under the leadership of the Mayor and City Council, as well as the staff of the Community Development Commission, National City is in a race to re -position itself as a great City with bustling commerce, historic significance; a great urban forestry plan, strengthening of ethnic neighborhoods and experimenting with what snakes Downtowns work in the 21" Century. Led by a group of significant, small and long-time business and property owners, this effort to establish a Property Business Improvement District was initiated in March 2004. With great speed and tremendous commitment, it is the intent of this district to be established and generate its first revenues by the conclusion of calendar year 2004. Such an undertaking is unprecedented but reflects the seriousness of the effort of the Downtown stakeholders to redefine themselves to the surrounding region. With the growing state budget crisis in California and its resulting impact on the cities, it is safe to assume that current National City general benefit services delivered in the Downtown business district will not increase in the future. To make the Downtown district and •community better, commercial and institutional property owners must look at new ways of funding special benefit services to clean up the district as well as promote the area. Such special benefit services could include bringing a new identity to the Downtown business district, funding new gateway signs to the district, regular sidewalk sweeping, sidewalk steamcleaning, removal of bulky items, trash receptacle emptying, providing private security services above and beyond that of the National City Police Department, .aiding in the coordination of homeless intervention services, proposing solutions to parking problems, initiating beautification programs, tree planting and maintenance, coming up with new marketing and -promotions programs, defining greater visual linkages to the 8th Street 'Trolley stop as well as serving as an advocacy group of business and property owners. This proposed Downtown National City PB1D or special benefits district would be funded du ough an assessment levied on each and every parcel in the finalized and approved boundaries in iowntown. Affected property owners have determined the exact costs of funding these special benefit services. All properties, public and private, would be included in this new assessient district. 3 t in early April, a survey was mailed. to every property owner within the initial study area. The area included all parcels on National City Blvd. between 2" Street on the north, I L'" Street on the south, and along 8th Street from the Trolley Stop on the. west to E Avenue on the east. There are 153 parcels in the proposed district, represented by 96 property owners. The district is approximately 34 square blocks. The database compiled. by New City America, inc. reveals the following data that would create the material basis for the apportionment of assessments throughout the district: • 1,465,301 square feet in total lot size; • 448,344 square feet in total building size; • 21,744 linear feet in total frontage The survey results were quite stunning. The results of the survey were as follows: NUMBER OF RESPONSES: Respondents. represented the following property variables: Lot size: Building size Linear Frontage 522,523 square feet or 35% of the total 240,713 square feet or 54% of the total 8,248 linear feet or 37% of the total Of those who responded to the survey, the following respondents, (by weight) demonstrated their support for creation of the PBID: Responses from Property Owners Who Returned PBID Survey Response , Lot Size Building Size. Linear Fronta ,e Support Formation 76% 88% 77% O r, ose Formation 24% 12% 23% Of those who responded, the following represent support of specific special benefits funded by the PBID: ➢ 61 % had owned their property for 9 years or less; > 73% were sole proprietorship or family owned properties . ➢ 52% believed that National City had been portrayed negatively by the major media in the last few years; ➢ 84% believed that Downtown was unsafe or "safe, however suffers an image as an unsafe district;" ➢ 54% would support property owners funded special. benefit security services; ➢ 54% feel their customers would not feel safe walking from the corner of 811' and National City Blvd. and the Trolley. Stop; ➢ 64% would support initiation of property owner funded regular sidewalk/gutter sweeping and steam cleaning services; 4 70% support property owner funded special events to improve the identity of Downtown; Based upon this level of support, the Downtown National City PBID Steering Committee is presenting the following to all Downtown Property Owners for their consideration: PROPERTY VARIABLES TO BE ASSESSED: '.Three property variables will be used to fund the special benefit services of the district. Those variables will include: lot or parcel size, building square footage, and linear frontage. Each of these variables can be verified by County records. By law, the district can only fund special benefits, not general benefit services. Building square footage will be further categorized by "use", (retail, hotel, church, public building, office, etc). Use determines needs and therefore special benefit to be received. SERVICES TO BE FUNDED: The primary special benefits to be funded by the creation .of the district will be related to maintaining order and cleanliness in the public rights of way. In addition, beautification of the Downtown will be paramount as well as creating concrete visual linkages between the Trolley stop west of the freeway and the heart of the business district •at leh and National City Boulevard. After order and beautification, district identity and promotional programs will be funded. Finally, a component for administration/corporate affairs and contingency/reserve will be included in the budget. Consistent with state legislation, the district shall remain in place for five years with provisions for annual CPI adjustments as well as annual disestablishments procedures. BENEFIT ZONES: There will be two benefit zones in the proposed district. Benefit Zones are determined by the level and frequency of services to one sector of the district, vs. another. For example, the core area parcels along National City Boulevard between 2"d and l2t", as well as 8th Street from the freeway bridge to A Avenue, Will constitute Benefit Zone 1. All other parcels in the district will fall into Benefit Zone 2. ANNUAL BUDGET: The annual first year budget is anticipated to be S240,722.01'. Benefit Zone l parcels will pay a premium due to increased services and increased benefits anticipated to be derived from the formation of the district. Building use will determine the annual building square footage costs, by Benefit Zone. The proposed building uses have been categorized as follows. Each parcel has been analyzed to determine proper category of use and therefore benefit: (Internal parking built into structure will be credited to overall building size). APPORTIONMENT OFBUILDING USES: Buildup, (Ise Code Description of (Ise A Retail space, hotels, motels, visitor related I3 Office and Commercial uses, Independent, free standing parking structures C Industrial/Manufacturing/Distribution. Institutional (School, public, park Church, Tax-exempt properties Multi -unit housin a artments.(20 units or more) Multi -unit housing, apartments (9 - 19 units) Multi -unit Housing, apartments (2 - 8 units) Single Family housing units (not to exceed $240 per year) Condo units - $ 240.00 flat fee per year Approximately $146,095.30 (61%) of the assessments will be generated from parcels within Benefit Zone 1. The balance, $94,626.71 (39%) will be generated from Benefit Zone 2 parcels. COST': Downtordn National City PBID First Year Costs by Properly Variable PROPERTY VARIABLE Lot Square Footage Building Square Footage (range) Linear Frontage Single Family Home and Condo Annual Fee Total Annual Budget ANNUAL ADJUSTMENTS: ANNUAL COST ANNUAL COST BENEFIT 7,o w 1 BENEFIT ZONE, 2 $ 0.0841 per square foot per year;. $ 0.1485-$0.1886 per square foot per year $1.8264 per lineAr footp r year $ 240.00 $0.0757 per square foot per year TOTAL GENERATED BY VARIABLE S118,053.09 (49%) $0.1485-$0.1697 per square foot per year $80,075.68 (33%) $1.8264 per linear foot per year $240.00 $39,713.24 (17%) $2,880.00 (1%) $240,722.01 The Board of Directors of the Management Corporation will be given the option to increase the assessments annually based upon the San Diego County regional CPI indicator or by an amount not to exceed 5% fro►n the previous year's assessments. The Management Corporation shall have the right to shift allocations within the four categories as they feel appropriate and as long as it remains consistent with the intent of the plan. The. Board shall also have the right to shift up to 10% per year from category to category, each year, as needs change with the priorities of special benefits. 6 PART II ADDRESS SERIFS, GENERAL STREET BOUNDARIES LOCATION: 1u general, the Downtown National (City PBID includes all private and public parcels within the following boundaries: Street Address Series 704-724 827 811 — 817 831 — 835 Street Name A Avenue 41-43 14-35 10 22-404 B Avenue C Avenue D Avenue 419 E. 12th St. 3"' st. E. 5'h St. E. 8°t' St. E. 9'h St. 810-925 205 -- 1146 225 — 1133 25-38 21 Hoover Avenue National City Blvd. Roosevelt Avenue W. llt6 St. 30 21 — 27 21 W. 12'' St. W:2'" Avenue 110-200 111- 225 32 — 121 W. 3`d-Avenue W. 7°' St. W. 8"' st. W. 9'h St. W. Plaza Blvd. PART 11..( WORK PLAN AND BUDGET SERVICES: Special benefit services to be financed by the Downtown National City Boulevard Property Business Improvement District will primarily include funding the following types of services. Based upon the survey results of the property owners, and estimated costs and services, the preliminary special benefits funded by the Downtown National City Property Business Tmprovement District are as follows: Proposed Downtown National CityPBID: 1. Public Rights of Way and Sidewalk Operations (PROWSO) • Sidewalk sweeping; • Beautification; • Decorations and banners; • Enhanced trash receptacle placement and.regular emptying; • Removal of bulky items; • 'free and shrub planting and maintenance • Work with City on hazardous issues; • Maintenance of public order in the sidewalks; • Homeless intervention; • Equipment, supplies, tools; ▪ Misc. 2. District Identity and Streetscape Improvement (DISI) (Predominantly in Benefit Zone 1) • Special events (1 per year); • Web site; • Pedestrian kioskslsignage • Underwriting advertising coop for hotel and retail 3. Administration and Corporate Operations: • Staffing; • Insurance; • Office related expenses; • Misc. 4. Contingency/Reserve: • Delinquencies; • City costs; • county costs; • Hardship; • Reserves; Consistent with state law, any property assessment district must confer a special henefit to real properly owners paying into the assessment district. At times, specific parcels will derive greater benefit, due to their proximity to a "core" area. These core and peripheral parcels, will from time- to time, be designated throu.gh "benefit zones." The Downtown National City PBID anticipates two benefit zones, each receiving varying degrees of special benefits funded from the assessment district. The 'two benefit zones are proposed as follows: Bensfit Zones: The Downtown National City PBII) Benefit Zones are created based upon the frequency and type of special benefit services that might be desired. For example, the core area near National City Boulevard and 81h Street may need special benefit services six days per week, have large special events and be the focus of many promotional activities. These property owners would pay for those specific special benefit services based upon the anticipated benefit to be received. Benefit Zone Zone 1 (core area) Zone 2 (peripheral area) Boundaries National City Boulevard from 2"d to 12 Street 8th Street from the freeway bridge to A Avenue All other streets in the district not included in Benefit Zone 1 TABLE 1 -- FREQUENCY OF SPECIAL BENEFIT SERVICES BY BENEFIT ZONES Special Benefit Service Public rights of rvay and sidewalk operations LPROWSO) District Identity and Streetscape Improvements (DISI) • Special Events • Holiday Decorations Benefit Zone 1 Benefit Zone 2 Frequency Fre'uenc 6 days per week 4 days per week Through programs Through programs Once per year None Seasonally None Administration/Corporate Operations Monday — Friday Monday — Friday 9 PART TV ASSESSMENT METHODOLOGY TO FUND SPECIAI, BENEFITS BUDGET: The first year annual budget is projected to be. $240,722.01. Annual adjustments of up to a maximum of 5% over the previous year's gross assessment amount are allowable, subject to the approval of the Downtown National City Property Business Improvement District Management Corporation. TABLE; 2 - SPECIAL BENEFIT SERVICES BROKEN DOWN BY ESTIMATED COSTS PER BENEFIT ZONE PROWSO Personnel Estimated Costs Service PROWSO: • Sidewalk Sweeping; • Beautification Decorations and banners Enhanced trash receptacle emptying • Removal of bulky items • Reporting hazards to City; • . Removal of bulky items; • Tree and shrub planting and maintenance • Maintenance of public order. • Homeless intervention ESTIMATED PERSONNEL, NEEDS* Estimated maintenance personnel costs Total Estimated Personnel Cost Benefit Zone 1 6 days per week As needed As needed As needed As needed Daily As needed Weekly As needed As needed • ''/, cost of Supervisor; ($ 23,040) 1 maintenance worker, full time, 40 hours per week (S27,850) 1 maintenance worker, six days per week, 48 hours ($30,720) S81,610 10 Benefit Zone 2 •4 days per week As needed As needed As needed As needed Daily As needed Weekly As needed As needed '/, cost of Supervisor; ($23,040) 1 maintenance worker, full time, 40 hours per week (S27,850) $ 50890 $ 132,500 *THE PURPOSE OF TIIIS CALCULATION IS TO PROVIDE A MATERIAL BASIS FOR THE P.R.O.W.S.O. PERSONNEL COSTS. THE; ADMINISTERINC CORPORATION CAN CONTRACT OUT TI1ESE SERVICES TO A FOR -PROFIT OR NON-PROFIT CORPORATION, OR PROVIDE TIIE SERVICES IN IIOUSE. THESE COSTS ARE ONLY USED AS A REFERENCE, TIIE LINE ITEM IN TIIE BUDGET FOR THE P.R.O.W.S.O. PERSONNEL IS ESTIMATED TO BE $132,500.00 ANNIJALLY. The basis of determining personnel costs is derived from One Source, a nationwide company that provides employees for many building management companies, as well as BIDS. One Source's rates on labor include workers comp, payroll taxes, check disbursement, health benefits, vacation and sick lime. Most importantly, these are contracted employees and therefore release the management corporation of payroll and personnel related liabilities. Total overhead factor of employees, fully loaded, is about 1.6 in an overhead factor from the base wage rate. Supervisor rate was calculated at $ 12.00 per hour, and maintenance workers at $8.00 - 9.00 per hour, starting pay. We reiterate that this is simply a tool .for calculating costs of maintenance personnel. The free market, and competitive bidding may produce higher and better results. It is the job of the management corporation to maximize the delivery of special benefit services to Ole property owners based upon various category and line items of services. The function of this crew is to deal with all services in the public rights of way, including but not limited to: sweeping, bearitification, decorations, security, etc. TABLE 3 SPECIAL BENEFIT SERVICES/P.R.O.W.S:O. NON -PERSONNEL. ANNUAL COSTS INCLUDING EQUIPMENT AND MATERIALS PROWSO Equipment and Materials Truck lease, insurance Uniforms Estimated Annual Cost $ 6,000 C :ornmunications Supplies Water Dumpster costs Nurser K Items Small Equipment Miscellaneous $ 1,000 $ 4,000 $ 8,000 $ 1,000 $ 6,000 $ t§,000 $ 3,000 $.3,500 Total Estimated Annual Equipment Costs S 40,500 Again, these services may he provided by an outside contractor, however accommodations must be made for these costs whether done in-house of to an outside contractor. In addition, this budget does not assume any grants from public agencies or foundations that could underwrite the costs of equipment. Nor does it assume that the City would pay for landscaping water related costs or dumpster removal fees, both of which could be negotiated with the CDC. 11 TABLE 4 — DISTRICT IDENTITY AND STIu:ETSCAI'E IMPROVEMENTS SUGGESTED 1 UDCET ITEMS Program to be funded/Both Benefit Zones Special events (1 per year); Logo Creation (First Year only) Web site creation and maintenance Pedestrian kiosks/sigage annually Total Estimated First )'ear Annual Costs Estimated First Year Annual Cost $ 5,000 $ 1,000 $ 4,000 $ 4,000 $ 14,000 TABLE 5 — ADMINISTRATION AND CORPORATE OPERATIONS SUGGESTED ALLOCATIONS Program to be Funded Staff (Community Advocacy, retail attraction, Corporate minutes, administration to Board) Insurance Office rent Phone/Fax. Estimated First Year Annual Cost $ 26,000 $ 3,000 $ 6,000 E-mail Service Office supplies Office Equipment Utilities $ 1,000 $ 800 Total Estimated Annual Costs $1,000 $ 2,000 $ 1,200 S 41,000 TABLE 6 -- SPECIAL BENEFIT SERVICES/CONTINGENCY — RESERVE ANTICIPATED NEED Program to be Funded County Costs (1.7% of total assessments) City costs ($500.00 per year) No -pays, (uncollected assessments) (71 Misc/Reserve (Balance of expenses) Total Estimated Annual Costs Estimated First Year Cost 12 $ 12, 772.01 ABLE 7 —TOTAL FIRST YEAR DOWNTOWN NATIONAL. CITY SPECIAL BENEFIT SERVICES BUDGET LINE ITEMS BASED UPON SUGGESTED PROGRAMS AND ALLOCATIONS Program Public Rights of Way and Sidewalk Operations - Personnel and Equipment for All Benefit Zones District Identity and Streetscape Improvements Administrative/Corporate Operations Contingency/Reserve First Year Allocation $ 173,000.00 % of Total Budget 72% $.14,000.00 6% $ 41,000.00 $ 12,722.01 17 "/, 5% Total Estimated First Year Costs of Programs $ 240,722.01 100% METIIOD OF FINANCING: This method of financing the special services is based upon the levy of assessments on real property that benefits from proposed improvements and activities. This represents a "benefit assessment district" as defined in the California Streets and llighway Code. Assessed valuation cannot be used as the basis for special .benefits assessments due to the introduction of Proposition 13 into the state constitution in-1.978. There are at least four basic factors that will be used in determining individual assessments. These factors include 1) linear frontage, 2) land area and 3) building square footage, 4) building use. The assessments for the Downtown National City' rim') are based upon these variables, which have been endorsed by the property owners as the most fair and equitable for apportionment of assessments to participating parcels. .Linear frontage will be assessed on all sides of the parcel receiving benefit. PBID assessments would be collected annually by the San Diego County tax assessor and would appear as a line item on the annual property tax bills. The assessments are collected by the County and transferred to the City of National City. They are then transferred directly to the Downtown National City PBID Management Corporation. The funds are then allocated consistent with the previously agreed upon programs in the Management District Plan. TABLE 8 - TOTAL GROSS DOWNTOWN NATIONAL CITY PBJD PROPERTY VARIABLES Property Variables Lot Size Total in District 1,465,303 square feet Building Size Linear Feet 448,344 square feet 21,744 linear feet There are 153 parcels and 96 Legal owners currently in the database of the above mentioned property variables. There are about 34 square blocks in the district. 13 Apportionment of Costs to Property Variables used in the Assessment Methodoloj As is common practice, various property variables fund different special benefit services in the district. We have employed an assessment methodology that webelieves supports the relationship between assessments paid and benefits received. The following programs and services must confer a special benefit to real property owners to be consistent with Article XIIJ (d) of the state constitution. ANNUAL BUDGET: The annual first year budget is anticipated to be $210,722.01. Benefit Zone l parcels will pay a premium due to increased services and increased benefits anticipated to be derived from the formation of. the district. Building use will determine the annual building square footage costs, by Benefit Zone, The proposed building uses have been categorized as. follows. Each parcel has been analyzed to determine proper category of use and therefore benefit: (Internal parking built into stricture will be credited to overall building size). • Building [Jse Code. A C D C: I1 1 TABLE 9 - DEFINITION of BUiLD1NG/LAND USES: Description of Use Retail space, hotels,motels, visitor related Office and Commercial uses, Independent, free standing parking structures lndustriaVManufacturing/Distribution Institutional (School, public, park Church, Tax-exempt properties Multi -unit housing, apartments (20 units or more). Multi -unit housing, apartments (9 — 19 units) Multi -unit housing, apartments (2 — 8 units) Single Family housing units (not to exceed $240 per year) Condo units, $ 240.00 flat Peeper year The proposed apportiorunent of special benefits to the various property variables are as follows: 14 () TABLE 10 - APPORTIONMENT PROPERTY VARIABLES Program to be Funded PROWSO: • Maintenance Personnel • Maintenance Personnel • Non -personnel, -equipment DISTRICT IDENTITY AND S'LREE'rSCAPE IMPROVEMENTS: • Special events (1 per year) • Logo creation • Web site creation/maintenance • Pedestrian kiosks/signage Benefit Zone 1 ($ 81,610) Apportioned to }Variable %: to all building square footage, A to all lot size in Benefit Zone 1 2 % to all building square footage, (S50,890) 4 to all lot size in Benefit Zone 2 1, 2 ($ 40,500) MI linear frontage, apportioned equally in both Benefit Zones 1 ( $5,000) 1, 2 ($I,000) 1, 2 ($4,000) 1, 2 ($ 4,000) Building square footage "a" only Building square footage a c Building square footage a — c Building square footage a — d ADMINISTRATION AND CORPORATE OPERATIONS CON'I'I NCENCY/RES ERYE 1, 2 Apportioned equally to all lot size ($ 41,000) in both zones 1, 2 Apportioned equally to all lot size ($ 12,722.01) in both zones The assessment methodology annual costs are slimmed up in the following table: I TABLE. 1 1 — ANNUAL COSTS PER SPECIAL BENEFIT SERVICE AND BENEFIT LONE Benefit Zone 1 Benefit Zone Lot Square foot annual costs $0.0841 2 Lot Square foot annual costs $0.0757 Both Building square foot nnnttat costs a. $0.1886 b. $0.1696 c. $0.1696 d. $0.1577 e. $0.1485 f. $0.1485 g.. $0.1485 Linearfrontage annual costs Building square foot annual costs a. $0.1697 b. $0.1697 c. $0.1697 d. $0.1578 e $0.1485 f. $0.1485 g. $0.1485 Condos and Single family homes $1.8264 — Contribution to total budget $146,095.30 Linear frontage annual costs $1.8264 Contribution to total budget $94,626.71 $ 240.00 per year per unit Approximately $146,095.30 (61%) of (he assessments will be generated from parcels within Benefit Zone 1. The balance, $94,626.71 (39%) will be generated from Benefit Zone 2 parcels. CONDO FACTOR: It is unknown at this point how much future condos will contribute to the district. Since the condos are being built in mixed use or commercially zoned areas, they are not exempt from payment into the assessment district. The condo owners will derive and appreciate the special benefit services they will receive from the cleaning and beautification services in the district. Provisions will be made to avoid a property variable and unit assessment for condos. Once a parcel or parcel(s) have been converted to condos, the per unit fee Will kick in, however that parcel will have its linear frontage, building square footage and lot size deleted as a variable to be assessed. For example, if a.5,000 square foot lot is converted from a parking lot to a 10 unit condo development, that parcel will be. reassessed to capture the $2,400 condo assessments annually now generated from that parcel (10 x $240.00 per year). Simultaneously, the property variables of that parcel, will he eliminated from the overall PIM) database so the new condo owners are not doubly assessed for their property variables and condo units. tondos and residentially utilized single family residences will pay the same flat fee per year into the. district. Condos will be fully assessed once they have been constructed and parcelized. Condos under construction shall pay S240, less a 50% reduction until completed and parcelized. 1(1 TABLE 12 - DOWNTOWN NATIONAL CITY 1'BID FIRST YEAR COSTS BY PROPERTY VARIABLE PROPERTY VARIABLE; Lot Square Footage Building Square Footage (range) _ Linear Frontage Single Family liome and Condo Annual Fee Total Annual Bud et ANNUAL COST BENEFIT ZONE 1 $ 0.0841 per square foot per year $ 0.1485-$0.1886 per squarefoot per year $1.8264 per linear foot per year $ 240.00 ANNUAL COST BENEFIT ZONE: 2 $0.0757 per square foot per year $0.1485-$0.1697 per square foot per year $1.8264 per linear foot her year $240.00 TOTAL GENERATED BY VARIABLE SI18,053.09 (49%) $80,075.68 (33%) $39,713.24 (17"/0) $2,880.00 (1%) $240,722.01 TABLE 13 - AMOUNTS GENERATED BY DOWNTOWN NATIONAL CITY YB11) Property Variable Parcel or Lot Size Total Gross Variable, Both Benefit Zones Amount Generated First Year 1,465,301 $118,053.09 Building Square Feet 448,344 $80,075.68_ _ Linear Frontage 21,744 $39,713.24 Single Family IIome and Condo Annual Fee 12 .$2,880.00 Total Assessments, First Year - Both Zones $240,722.01 17 PART V RELEVANT ENABLING LEGISLATION, AB 1021 The relevant enabling PBID legislation, which allows the property owners of Downtown National City to fund these special benefit services, is to be found in... Section 36600 of the California Streets and highway Code known as the. Property Business Improvement District Law of 19.944Ameauied_in 2000, 2.003) On .luly 20, 2001, Governor Gray Davis signed AB 1021, approving changes to .the Property. Business itnprovetnent District Law of 1994, (Cal. Streets and highway Code Sections 36600 et. Seq.) which changes several procedures involving PB1Ds. The law became effective on January 1, 2002. The major change within the law is the establishment of an "Owner's Association." This Association will be a private, non-profit entity that will contract with the City to manage the PRID. It will be subject to the Brown Act (Ca. Government (:ode Sections 549.50 et seq,) and the California Public Records Act (Cal Government Code Sections 6250 et seq.). However, the Association will. not be considered as a public entity for any other purpose. Similarly, any board members or staff will not be considered public officials. Under the amended law, all property owners who do not pay assessments will be subject to penalties for delinquent payments. The amended statute Also provides provisions for renewal of the P11I1). If the PBID is renewed after its first term (up to five years), the funds from the prior district may be used in the renewed district only. for the benefit of the parcels within the boundaries of the prior district. if no parcels from the prior district are within the renewed district, the funds must be returned to the property owners. Also, upon renewal, a district may be renewed for up to ten years. These changes clarify issues regarding PB1I) operations and formation and the status of the non-profit organizations that manage PRIDs in the aftermath of the court ruling in Epstein vs. the llollywood Entertainment District. The Epstein decision classified non-profit organizations that managed PBIDs as public entities for purposes of the Brown Act. The issue has been raised that if the organizations were public entities•for the Brown Act, could they also be public entities for other acts, such as the Political Reform Act. The changes in the new legislation ensure that these PBIi) and BID Management Corporations are not considered public entities for any California law except the Ralph M. Brown Act and the Public Records Act. Proposition 218 (At ticle XIII D of the state constitution) states in Section 4 (a): "A'o assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional benefit conferred ort that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." 18 ( .1 f'ORN1A'I ION: • District formation requires submittal of petitions from property owners representing at least SO% of the total assessment. The "Right to Vote. on Taxes Act" (Proposition 218) requires that more than 5O% of the ballots received, weighted by assessmen.t, he in support of the District. • This petition support ensures that the mail ballot procedure will be successful in the formation of the district. Duce the necessary threshold of petitions have been collected, the management district plan will then be submitted to the City to begin processing the public hearing. With the adoption of an ordinance of intention, the City Council will authorize the (:ity ('Icrk to send out the mail ballots to all affected property owners to determine their support for the establishment of the district. • When all is said and done, the first assessments should be collected with the annual property tax bill in December 2004 with the Management Corporation receiving its first installment payment in .lanuary 2005. DURATION: • Pursuant to State Law, the District will have a set term. The proposed district will have a five-year life commencing January 1, 2005. After five years, the petition process must be repeated for the District to be re-established. 19 TIME LINE AS SPECIFIED BY LAW: The .district must be estahlished to take advantage of the Connty's tax assessment notification schedule. Mindful of that, all property related assessment districts must he established by the end of July in any calendar year, in order to have assessments levied on parcels for the upcoming fiscal year. In our case, the district must be estahlished through an assessment ballot proceeding in late July 2004, in order to notify the County in time for - tire 2004-05 fiscal tax year. The first assessments would then appear on the property tax statements due in December 2004. In order to take advantage of this schedule, as well as to generate revenues in early 2005, the following time line has been adopted to ensure timely funding of special benefit programs: Co work effectively, we must look at the completion date and work backwards: Date must be completed by July 20", 2004 June8`h May 1st -June 7th April30th April 20, 2004 Task to be completed Public hearing/assessment balloting proceeding, ballots counted by weight Resolution of intent by City to establish the district Property owners representing 50% ofthe weight; based upon assessments to be levied, must sign petition endorsing the management district plan; Assessment engineer certifies plan as compliant with Pro.osition 218 Finalize management district plan including special benefit services to be provided, duration. of district, boundaries, benefit zones; assessment methodology, administration, etc. Initiate petition drive First rough draft Management District Plan submitted to PRID Steering Committee 20 PART VI ENGINEER'S REPORT, EXEMPTIONS, ANNIJAL ASSESSMENT INCREASES AND THE DURATION OF THE DISTRICT A. Assessment Methodology Property owners in Downtown National City have emphasized that an assessment formula for a PBID be fair, balanced and commensurate with special benefits received. NEW CITY AMERICA has contracted with Ed Henning and Associates to come up with a plan that has been certified by a licensed engineer. In preparing the engineer's report for the Downtown National City PBID, the engineer concluded that the special benefit to each parcel was found to be proportional to the property variable and their apportionment. An Engineer's report for the PBID is provided in the Appendix. B. Time and Manner for Collecting Assessments: As provided by state law, the Downtown National City Property Business Improvement District will appear as a separate line item on the annual property tax bills prepared by the San Diego County Tax Assessor. Property tax bills are generally distributed in the Fall and payment is expected by lump sum or in two installments. The County Assessor shall distribute the assessments to the City who will in turn then forward then to the designated Downtown National City PBID Management Corporation pursuant to the authorization of this plan. Existing laws for enforcement of property taxes apply to the Management District assessments. The assessments shall be collected at the same time and in the same manner as for any possessory interest tax paid to the County of San Diego. These assessments shall provide for the same lien priority and penalties for delinquent payment as is provided for the possessory interest tax. The "property owner" of the possessory interest shall be any person as the owner/taxpayer on the last equalized possessory interest assessment roll or otherwise known to be the owner/taxpayer by the City Council. The. City Council has no obligation to obtain other information as to the ownership of the interest, and its determination or ownership shall be final and conclusive for the purposes of this district. 21 C. Publicly Owned Parcels and Government Assessments: The Downtown National City PBID Steering Committee assumes that the City of National City, The Community Development Commission, Southwestern College; the County, the Unified School District, the State. of California and any other publicly owned parcels will pay assessments for the special benefits conferred upon government owned property within the boundaries of the PRID. Article XIII D of the California Constitution, (Proposition 218), explains the basis for assessing publicly owned parcels: "Parcels within a district that are owned or used by any agency, the State of California or the United States shall' rtot be exempt from Assessments unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. D. Annual_Assessment Adjustment: The PBID Management Corporation, will be granted the option of increasing the assessments annually based upon the Consumer Price Index of San Diego County or by a flat amount, not to exceed 5%, per, year. I'. District Duration: Pursuant to State. PBID Law, the Downtown National City PBID will have a duration of five years, commencing on January 1, 2005 and extending through December 31" 2009. This is the maximum period allowable for a new PBID ruder state legislation. Any continuation of the District after its five-year period will require compliance with all regulations and statutes in place at the time relative to the establishment of the new PBID. 22 PART VTI DISTRICT GOVERNANCE AND THE DOWNTOWN NATIONAL CITY MANAGEMENT CORPORATION A few rules and regulations should be considered by the Downtown National City PBII) Management Corporation in the administration of the district. Conflict of Interest: Any stakeholder who serves on the administering corporation's .Board of Directors shall reense himself or herself from any vote in which a potential conflict of interest is apparent. Such potential conflicts include, but are not limited to, prioritizing capital improvement projects which result in special benefit to specific property owners, prioritization of services to benefit a particular owner or •group of owners, hiring or selecting the relatives of Board members, etc. In addition, the Management Corporation shall aim to meet the following operational objectives for the district... Create and manage progrunrs that best respond to the top priorities• of district property owners; Maximize coordination of the City government to avoid duplication of services and to leverage resources; Deliver services through a cost-effective, non -bureaucratic and easy to access organizational structure; Provide accountability and responsiveness to those who pay through open access to Board meetings, elections to the Board and Board records. 23 APPENDIX A MAP OF THE DISTRICT 24 411, St 3," 140 (0 WO tiOna • zz- • _to sth S. l• • • ,.44 4.1 • ; ---- - -1-....„,,-- 1 ... ' :;:-1-,.... 1- --'-'"--- . i %.„,... ; L . •:,..... .1 - .. -- liencfit Zon 2'orc APPENDIX B ITV I,; -YEAR PROJECTION 'OF TIIE ASSESSMENTS ASSUMING THE MAXIMUM ANNUAI.. INCREASE 25 Downtown National City P.B.1.D. =VE YEAR PROJECT ON OF ASSESSMENTS W:TH 5% ANNUAL AC,'USTMENT Fru'ected 8ucaet 2005 5% 2006 5% 2307: - 5% 2008 5% 2039 ^C7-ic Rights o'Nay and Opera:ions $173.COO.CO 58.650.00 5181,650.00 59,082.50 $19C.732.5C ' $9,536.63 $2C0,269.13 $10,013.46 ' $210.282 58 1 Sidewa:k District Ident•ty and In- rOvenents $14.000.00 S700.00 $:4700.00 5735.00 $15.435.00 • $7 1.75 $16,206.75 $810.34 $17,0' 7 CS Streetscae AcninistratI 9 Corporate $41.000.00 $2,050.00 543,050.00 52,152.50 $45.202.50 i 52.2eC.13 547,462.53 $2,373.13 I S49,635.75 :,::;erat,ons IContr•-e'c,YReser:e 512.722.01 $636.10 513,358.11 $667.91 $14.C25 C2 5701.30 514,727 32 $736.37 I 515.463.68 • -ctal 5240.722.01 312.036.10 5252,758.11 512,637.91 $265.396.C2 513.269.8C 5278,665.82 $13,933.29 5292.599.11 519/0, APPENDIX C LIST OF PARCELS INCLUDED IN THE DISTRICT 26 NATIONAL CITY PBID .,30 01 00 030 02 00 030 03 00 030 04 00 0300500 030 06 00 030 07 00 030 08 00 030 09 00 • 030 10 00 •0301100 •0301200 ;0301300 030 14 00 030 17 00 030 20 00 . J30 21 00 030 22 00 i 041 01 00 041 02 00 041 03 00 i 041 04 00 i0410500 i 041 06 00 i0410700 i 041 08 00 i 041 09 00 3 041 10 00 i0421000 7042 15 00 3 042 17 00 3 042 18 00 J52 04 00 3 052 05 00 052 06 00 3 052 14 00 Annual Assessment $240.00 $421.32 $0.00 $0.00 $240.00 $0.00 $240.00 $1,358.46 $278.41 $339.52 $270.50 $344.51 $282.92 $500.53 $1,089.50 $4,99/.45 $3,644.29 $6,609.58 $878.28 $472.48 $3,616.36 $1,063.44 $570.74 $571.49 $694.46 $511.82 . $511.82 $1,206.28 $1,080.70 13,104.82 $3,458.95 $7,001.77 1694.46 $649.75 1471.60 12.453.40 AF'N 555 052 15,00 555 053 17 00 555 054 12 00 .555 081 09 00 555 081 10 00 555 081 14 00 555 081- 15 00 555 081 10 00 555 081 17 00 555 082 01 00 555 082 02 00 555 082 03 00 555 082 04 00 555 082 05 00 555 082 06 00 555 082 10 00 555 082 11 00 555 083 21 00 5550832700 555 083 23 00 555 083 24 00 .555 085 01 00 555 085 02 00 555 085 03 00 555 085 04 00 5550850500 555 085 06 00 555 085 01 CO 555 113 04 00 555 113 05 00 555 113 08 00 5551131.1 00 555 113 12 00 555 113 13 00 5551140100 555 114 02 00 PARCELS TO BE ASSE:;`;ii0 Annual Assessment $2,351.54 $22,185.90 $6,317.83 $510.24 $267.23 $396.50 $216.88 $695.37 $1,992.94 $1,855.29 $244.19 $527.88 $399.68 $1,137.98 $960.23 $1,533.33 $4,097.40 $1,846.85 $5,094.43 $2,989.50 $5,751.78 $622.48 $240.00 $240.00 $464.11 $2,797.35 $187.3 7 $4,258.90 $808.87 $792.75 $1,269.33 $2,084.78 $1,569.72 $1,13305 $240.00 S240.00 APN 555 114 03 00 555 114 04 00 555 114 05 00 555 114 06 00 555 114 07 00 555 114 11 00 555114 1200 555 114 13 00 556 101 01 00 556 101 (12 00 556 101 1 S 00 556 101 16 00 556 104 01 00 556 104 02 00 556 104 18 00 556 210 25 00 556 210 26 00 556 210 27 00 5562120100 556 212 02 00 556 212 03 00 5562120400 556 212 05 00 5562120600 556 212 07 00 556 331 03 00 556 331 04 00 556 331 05 00 556 331 14 00 556 331 15 00 bb6 331 7(1 1)0 556 331 21 00 556331 2"200 550 331 23 00 556 331 24 00 556 331 25 00 Annual Assessment $215.59 $220 14 $452.48 $652.46 $1,151.14 $330.42 $1,594.28 $1,569.62 $1,614.58 $1,815.33 $5,492.84 $2,216.33 $2,485.63 $240.00 $1,820.45 $1,662.72 $1,510.43 $1,077.40 $240.00 $240.00 $496.74 $276.94 $419.14 $563.61 $754.77 $249.09 $505.91 $1,181 45 $2,439.68 $926.31 $748.13 $2,720 06 $1,255 39 5,566.21 1715.80 13,133.35 NATIONAL CITY 113ID PARCELS TO BE ASSESSED APN Annual APN Annual Assessment Assessment 56 332 20 00 $1,764.62 556 553 09 00 $515.54 556 332 21 00 $535.59 556 553 12 00 $567.57 556 332 22 00 $375.86 556 553 13 00 $526.29 55G 332 23 00 $253.70 556 554 16 00 54,415.42 556 332 24 00 $1,409.83 556 554 17 00 $6,245.33 556 333 15 00 $2,626.38 556 554 18 00 $1,195.18 556 333 17 00 $4,907.21 556 554 19 00 $569.85 556 333 18 00 $522.19 • 556 554 20 00 $1,205.03 556 334 19 00 $2,101.81 556 554 21 00 $1,568.79 556 334 20 00 $282.35 556 334 21 00 $410.30 • 556 334 22 00 $452.14 556 471 03 00 $2,233.31 556 471 04 00 $575.76 556 471 16.00 $1,585.34 .556 47 1 17 00 52,691.26 556 471 23 00 $4,830.57 556 471 24 00 $3.673,51 556 472.23 00 $2,019.79 556 472 24 00 $527.74 556 412 26 00 $3,056.70 556 472 27 00 $265.95 556 473 15 00 $1,526.52 556 473 16 00 $792.75 556 473 17 00 $962.08 556 474 01 00 $1,610.56 556 474 02 00 $739.54 556 474 21 00 $2,527.99 556 493 01 00 $1,290.96 556 493 04 00 $934.44 556 493 05 00 $240.00 556 553 01 00 $694.46 556 553 02 00 5357 75 556 553 03 00 S409.23 556 553 04 00 $616.9!) 556 553 0500 51,59219 APN • Annual Assessment{ APPENDIX D ENGIN EER'S RI+PORT 27 Edward i I enning & Associates URBAN REVrl'ALI"GATION • FUNDING, Downtown National City Property Business Improvement District CITY OF NATIONAL CITY - CALIFORNIA DISTRICT ASSESSMENT ENGINEER'S REPORT Prepared by Edward V. Henning, California 1?egistered Professional Engineer it 26549 Edward Henning & Associates Phelan California June 1, 2004 13330 Buttemere Rd • I'hetau CA 92371 • (76o) 868-9963 • (fax) (76o) 868 6g90 • mred2@carthImk.net ATTACI IME1 Edward Henning & Associates URBAN REViTALIZATiON • FUNDING DISTRICT ASSESSMENT ENGINEER'S REPORT 1'o Whom It May Concern: I hereby certify to the best of my professional knowledge and experience that cash of the identified benefiting properties located within the proposed Downtown National City Property Business Improvement District will rmeive a special Ix;nefit over and above the benefits conferred on the public at large and that the amount of the proposed assssment is proportional to, and no greater than the benefits conferred on each respective property. act,a/ Prepare by Edward V. Henning, California Registered Professional Engineer 4 2654,9 _ 4 t s RPE l/26549 Edward V. Ilcnn1 June 1, 2004 Date (NOTVALII) WITHOUT EMBOSSED CERTIFICATION SEAL AND SIGNATURE HERE) Introduction This report shall serve as the "detailed engineer's report" required by Section 4(b) of Article X1f D of the California Constitution (Proposition 218) to support the benefit property assessments proposed 10 be levied within the Downtown National City Property Business Improvement District (Downtown National City PBID) in the City of National City, California being established for a five year period The discussion and analysis contained within constitutes the required "nexus" of rationale between assessment amounts levied and special benefits derived by properties within the Downtown National City PBID. NO'11 1: The terminology "identified benefiting parcel" or "property" is used throughout this report pursuant to SB 919 - "Proposition 218 Omnibus Implementation Act" which clarified portions of Prop 218. 1t provides the Engineer and District Consultant with the ability to actually identify individual parcels which will benefit directly either in whole or in part from the proposed District funded programs and improvements and does not imply that all parcels receive assessable benefits . 13330 Buttemere Rd • f'helan CA 9237r •.(760) 868••9963 - (fax) (76o) 868-6490 • mred2@eat1..hlink.net Edward l ienning & Associates URBAN REV I'PALi7.ATION • FUNDING( B ac•kgrouu d The Downtown National City PI311) is a property based benefit az.essrucnt type district being established pursuant to Section 36600 et seq. of the Califon tia Streets and Highways Code, also known as the Property and Business Improvement District Law of 1994 (the "Act"). Due to the benefit assessment nature of assessments levied within a PBID, district program costs are to he distributed amongst all identified benefiting properties based on the proportional amount of program benefit each property is expected to derive from the assessments collected. Within the Act, frixpient references are made to the concept of relative "benefit" received from PINT) programs and activities versus amount of assessment paid. Only those properties expected to derive special benefits froin KW) funded programs and activities may be assessed and only in an amount proportional to the relative benefits expected to be received. The method used to determine benefits derived by each identified property within a PBID begins with the selection of a suitable and tangible basic benefit unit. For property related services, snch as those proposed in the Downtown. National City PBII), the benefit unit may be measured in linear feet of street frontage or parcel size in square feet or building size in square feet or number of building floors or proximity to major corridors in average liueat feet, or any combination of these factors. Quantity takeoffs for each parcel are then measured or otherwise ascertained. From these figntres, the amount of benefit units to lx; assigned to each property can be calculated. Special ciriwnslances such as unique geography, land uses, development constraints etc, ale carefully reviewed relative to specific programs and improvements to be funded by the PHiI) in order to determine any levels of diminished benefit which may apply on a parcel by parcel or categorical basis. Based ou the factors described above such as geography and nature of programs and activities proposed, an ascresment formula is developed which is derived from a singular or composite basic benefit unit factor or factors. Within the assessment formula, different factors may be assigned different "weights" or perrxintage of values. Next, all program and activity coats, including incidental costs, district administration, ancillary Programs, and volunteer and comped resource and material credits are estimated. It is noted, as stipulated in Proposition 218, and now required of all property ba c d assessment districts, indirect and general benefits may not be incorporated into the assessment formula and levied on the district properties; only direct or "speclar benefits and costs may be considered. Indirect or general benefit costs muss be calculated and factored out of the assessment cost basis to produce a "net' cost figure. In addition, P op osition 718 no longer exempts government owned property horn paying benefit assessment.~ and these properties must be factored into the assessment roll if special benefit is determined to be conferred upon such properties. 2 13330 Buttemere Rd - Phelan CA 92371 • (760) 868-9063 • (fax) (760) 868-6990 • nrrod2@earthlink_net Edward I -"I elm i l ig & Associates URBAN REVITALIZATION • FUNDINn Flom this, the value of a basic benefit unit or "basic net unit cost' can be computed by dividing the total amount of estimated net program costs by the total number ofbeuefit units. 'the amount of assessment for each parcel can be computed at this time by multiplying the Net Unit Cost times the number of Basic Benefit Units per parcel. This is known as "spreading the assessment" or the "assessment spread" in that all costs are allocated proportionally or "spread" amongst all properties within the PBID. The method and basis of spreading program costs varies from one PB1D to another based on local geographic conditions, types of programs and activities ptoposexf, and .size and development complexity of the district. PB11)s may require secondary lxanefit zones to be identified to allow for a tiered assessment formula for variable or "stepped-dowrh" benefits derived. Supplemental Proposition 218 Procedures and Requirements Proposition 218, approved by the voters of California in November of 1996, adds a supplemental.array of procexiures and requirements to be carried out prior to levying a property -based assessment like the Downtown National City MID. These IegUirCHICntS are in addition to requirements imposed by State and local assessment enabling laws. These requirements were "chaptcred" into law as Article XII1D of the California Constitution and then further clarified by the Proposition 218 Omnibus Legislation in 1997 chaptered in section 53750 et seq of the California Government Code. Since Prop 218 provisions will affect all subsequent .calculations to be made in laying ont the final lnoperty assessment roll for the Downtown National City PHIl), Prop 21$ requirements will be taken into account first. The key provisions of Prop 218 along with a dcsc'ription.of how the Downtown National City PR1D complies with each of these provisions is delineated below. (Note: All onion references below pertain to Article XIII of the California Constitution): Findinz 1. From Section 4(a): "Identify all parcels which will have a special benefit conferred upon them and upon which an asqrvsment will be imposed" There are 153 "identified" individual parcels within the Downtown National City l'HiD which will all derive some level of special benefit from the proposed District programs and activities. These parcels arc shown on the hound ry Map within the. Management District Plan and are listed as an attachment to the Plan - identified by assessor parcel number and site address. Two benefit zones have been identified within the District which generally includes all properties along and surrounding the National City Boulevard corridor from 2"' to 12`" and the 8'" Street corridor from the fieeway to A Avenue. 13330 Buttemere Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • nIrc d2@earthlink.net Edward Henning & Associates TURBAN REVITALIZATION • FUNDING t Finding 2. From Section 4(a): "Separate the general benefits from the special benefits conferred on parcel(s). Only special benefits are assessable. " As stiprilated by Prop 218, assessment district 'migrants and activities confer a combination of general and special benefits to district properties, but the only program benefits which can be funded through assessments arc those attributed to special property related benefits. Thus, a portion of the program costs mist be considered attributable to general benefits and assigned a value. Conventional assessment engineering experience has found that general benefits within a given district typically average 10% of the total adjusted casts with a 5% deviation. (Total adjusted costs include actual proposed 11311) program costs plus any additional supplemental or matching program costs as well as applied credits from sources such as start up grants, Board/Committee member service credits and spcx.ialized assessment reductions/adjustments.) There are three common methods for determining general and special benefit ratios within assessment districts. (1) The parcel by parcel allocatiou method (2) The program/activity line item allocation method. and (3) The composite district. overlay determinant method. The vast majority of PIllDs in California have used Method #3, the composite district overlay determinant method which will be used for the Downtown National City PBID. Using engin al data from other PBIDs, a focused range for general benefits from 5-15% is used. Based on a composite of district c-ritcria such as the shape of the Downtown National City PBID, the existence of two benefit zones, a three-four element ascessarent formula, the proximity all of district properties to the applicable program bereft zones, and the nature of the proposed programs and activities, a specific "overlay" value of 5% is assigned to the general benefit portion of the total adjusted costs. This leaves a value of 95% assigned to special bent related costs. Since the total program cost is estimated at $265,572.01 (see Table 1• later in this Report), the maximum special benefit portion which can be recouped through property assessments, is $252,293.41. Remaining costs which arc attributed • to general benefits, will need to be derived from other sources_ (e.g_ public/private matching grants, startup grants, startup volunteer credits or ongoing board member volunteer credits). 4 t) 13330 Buttemere Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • nu-ed2@earthlink.net Edward Henning& Associates IJRIiAN RF.VITALIZATION FITNDIN" ' Finding 3. From Section 4(a): "(Determine) the proportionate special benefit derived by each parcel in relationship to the entirety of the. cost of public improvement(s) or the maintenance and operation expenses. or the cost of the property related service being provided. The proportionate special benefit cost for each parcel is listed in an attachment to the Management District Plan. The individual percentages (i.e. proportionate relationship to the total special benefit related program and activity costs) were computed by dividing the individual parcel assessment by the total program costs. Finding 4. From Section 4(a): "No assessment_...._ shall exceed the reasonable cost of the proportional special benefit conferred ou parcet(s)." Not only are the proposed program' costs reasonable due to the benefit of gFoup purchasing and contracting which would be possible through the Downtown National City PBID, they are also considerably less than other options considered by groups like the Downtown National (City PBID Formation Corrunittc:_ Finding.5. From Section 4(a): "Parcels... that are owned or used by any (public) agency shall not be exempt from assessment." Parcels within the District that are ownrerl by public agencies (i.e. City of National City, the Comununity Development Commission, Southwestern College etc). will also be assessed and at rates equivalent to private sector owned parcels. The "fair market value" of such public properties is identical to surrounding privately owned parcels. and any increased values and benefits derived from PBID programs and services would be similar for either public or privately owned parcels, with or without improvements. Just as the costs and effects of blight are shared by both public and private properties; so arc the rewards of clean and safe as well as district promotions and marketing programs_ Since there is no compelling finding or evidence tbat such properties would receive less direct benefit.f3ow the proposed Pt3l7) programs and services than surrounding private parcels, the same assessment rates would be levied. Finding 6. From Section 4(b): "All assessments must be supported by a detailed engineer's report prepared by a registered professional engineer certified by the State of California". Tlus report shall serve as the "detailed engineer's report" to support the benefit property assessments proposed to be levied within the Downtown National City PBID. 5 13330 Bnttemere Rd • Phelan CA 92371 • (760) 868-9963. - (fax) (760) 868-6490 - mred2(ear thlink.net Edward limning & Associates URBAN RF.VTFALIZATION • FITNDING ( Finding 7. From Section 4(c): "The amount of the proposed assessment for each parcel shall be calculated (along with) the total amount thereof chargeable to the entire district, the duration of such payments, the reason for such assessment and the basis upon which the amount of the proposed assessment was calculated." The individual and total parcel assessments attributable to spccial property benefits are shown on an attachment to the Management District Plan_ The district and resultant assessment payments will continue for five years and nray be renewed again at that time. The reasons (purposes) for the proposed assessments are outlined in the Management District Plan. The calculatiou basis of the proposed assessment for the f'Ii 1) is attributed in part to the spetifc amount of property size, building size and street frontage. Special Benefit and Assessment Analysis Step 1. Select "Basic Benefit tlnit(s)" PI311) ltsr-ssment formulas typically arc based on either property street frontage or parcel and building size or location, all which can affect the amount of benefit conferred on a particular parcel and tlx: proportionate assessment to be paid. The formula may base assessments on a single factor or a combination offacto's. Basal on the nature of tlx: program activities to be fundeet by the Downtown National City PBID, which relate to the proportionate amount of real estate (i.e. land) held in ownership, development intensity (i.e. building area) and property street frontage as well as land use, it has been determined that the assessments for the PBID will be based proportionately on a combination of parcel size, building size, land use and street frontage. In addition a flat rate will be applied to single family residential (SFR) and residential condo unitslocatcd on non -residentially zoned land. The "Basic Benefit Unit" will be expressed as a function of land square footage (Basic Benefit "A" Units), building area (Basic Benefit "13" Units - further refined by land nse) and linear feet of property frontage (Basic Benefit "C" Units). Based on the shape of the Downtown National City 1'131D, as well as the nature of the District program elernents, it is determined that two benefit zones exist in which identified properties will gain a direct, albeit, proportionate degree of benefit based on the respective amount of parcel size, building size, land use and street frontage. Step 2. Quantify Total Basic Benefit Units Taking into account all identified benefiting psope.rties, there are 1,465,30I square feet of assessable parcel land area with.in the District, 448,344 square feet of assessable building area and 21,744 linear feet of property street frontage. In addition, these are 12 assessable single tarnily/condo units. Since the selected Basic Benefit Unit is based on a 13330 8uttemet•e Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • m1isl2@earthlink.net F;dward llelfifing & Associates 1IRBAN 1(EVTIALIZ.A'I'ION • FUNDING combination of parcel arca, building area and street frontage, there are, in turn, corresponding amounts of Basic • Benefit Units in the PBID as shown in Step 7 herein. The target weighted revenues from each formula component were 50% for land area, 30% for building area and 20% for street frontage. The final adjusted weights are 49% for land, 33% for building area, 17% for street frontage and 1% for SFR and condo flat rates. Further, the•targeted weighted revenues for each Benefit Zone were 60% for Zone 1 and 40% for Zonc 2. The final adjusted weights are 61% for Zone 1 and 39% for Zone 2. Step 3. Calculate Benefit 1Juits for Each Property. The number of Benefit Units for each identified benefiting parcel within the Downtown National City PHll) was computed from data extracted from City of National City, San Diego County and third party real estate data services property and land use records. These data sources delineate current land uses, property areas and dimensions of record for each tax parcel and axe listed as an attachment to the Management District Plan. While it is understood that this data does not represent legal field survey measurements or detailed title search of recorded land subdivision maps or building records, it does provide an acceptable basis for the purpose of calculating property based assessments. All respective property data being used for assessment computations has been provided to each property owner in the PBID for their review. All known or reported discrepancies or errors have been corrected. Step 4. Determine Assessment Formula For a District with a single Basic Benefit Unit with one Benefit Zone, the assessment formula would be the same for each identified benefiting property as follows: Number of Basic Benefit Units x Basic Unit Cost = P131T) Assessment The Downtown National City PBID acsecsment is to be based on three Basic Benefit Unit factors; land square footage (Basic Benefit "A" Units), building area (Basic Benefit "B" Units) and linear feet of property frontage (Basic Benefit "C" Units), It.:has been determined that the assessment should be based partially on parcel size, building size and street frontage as follows: Zone 1: Assessment = [(No. of Benefit "A-1"Units x Basic "A-1" Unit Cost)] + [(No. of Benefit "B-1" Units x Basic "B-1" Unit Cost)] + [(No. of Benefit "C-1" Units x Basic I" Unit Cost)] Zone 2: Assessment = ((No. of Benefit "A-2"Units x Basic "A-2" Unit Cost)] [(No. of Benefit "13-2" lJnils x Basic "B-2" Unit Cost)) + [(No. of Benefit "C-2" Units x Basic "C-2" I Jail Cost)] 7 13330 Buttemere Rd • Phelan CA 92371 - (760) 868-9963 • (fax) (760) 868-6490 • mred2@earthlink.net Edward Henning & Associates URBAN REVITALIZATION • FUNDING ( Note A_ Benefit " R" Unit Costs vary based on land use as shown in Table 3 later in this report. Note B: Assessments for single family residential and residential condos are based un a flat tee per unit as shown in Table 3. Step 5. Estimate "Dotal Program and Activity Costs Total estimated proposed prograrn and activity costs are shown below in Table 1. These costs include expenses for genetal as well as special benefits and related programs/activities. TABLE 1 Estimated Total Year 1 Program & Activity Costs fSpecial+Cenerai Benefits) Program/.Activity Public Rights of Way & Sidewalk Operations District Identity/Streetscape Improvements IAdministration/Corporate Operations Contingency/Reserve Misc Costs (Credits) Total Year 1 To $17 3,000.00 11 4,000.00 141 ,000.00 65.14% 11 2,722.01. 124,850.00 $265,572.01 S.27% 1 5.44% 4.79% Step 6. Separate General Benefits from Special. Benefits and Related Costs (Prop 218) 9.36% 100.00% Total program and activity costs are estimated at $265,572.01 (see Table 1 above)_ General benefits are factored at 5% of total (see Finding 2 on page 4 of this repot) with special benefits set at 95%. Prop 218 limits the levy of property assessments to costs attributed to special benefits only. "rbe 5% general benefit cost is computed to be S 13,278,60 with a resultant 95% special benefit limit computed at $252,293.41. This is the maximum amount of revenue that can be derived from property assessments_ from the subject PB1n._ 'Ile total amount of revenue proposed to be derived front PBID itssessments is $240,722.01 for Year 1, which is less than the special benefit limit of $252,293.41. Therefore, no Plop 218 adjustments nexx] to be made to the; proposed assessment formula. All program costs associated with general benefits will be derived from sources or credits other than P13I1) assessments as shown below in Table 2. 8 13330 ltutternere Rd • Phelan CA 92371 • (y60) 86R-9963 • ((ax) (760) 868-6490 • tnred2@earthliuk.net Edward }kenning & Associates URBAN REVITALIZATION • I'UNDI"" TABLE 2 'Total Adjusted Year 1 Revenue (For Special + General Benefit Prm rarns/Activities) I'B.ID Assessments . Funding Source Subtotal Revenue •%u S240,722.01 90.64% PBID Fut rnation Pro -rated Credit/Year (535,000 base) PBID Formation Pro -Rated Volunteer Credit/Year (50% base) Annual Board/Volunteet Credit (3S% base Admin) 1-OTAL ADJUSTED REVENUE S7,000.00 I 2.64% $3,500.00 _ 1.32%. $14,3 50.00 { 5.40% S265,572.01 100.00% Step 7. Calculate "Basic Unit Cost" (Special Benefits Only) With a Year 1 budget of S240,720.01 (special benefit only), the Basic Unit Costs CA", "B" and ."C") from the Management Plan are: TABLE 3 Basic Unit "A" Cost "13-a" Cost "B-b" Cost "13-c" Cost "B-d" Cost "B-e„ Cost Land Use Description All except SFR and condos Retail, hotels, motels, visitor Office, commercial, pkg struc Industrial, manufacturing Institutional, goverruuent etc Residential 20+ units Benefit Gone 1 50.0841/sf $0.1886/sf 50.1696/sf 50.1696/sf 50.1577/sf 50.1485/sf Benefit Zone 2 S0.0757/sf 50.1697/st $0.1697/sf 50.1697/sf S0.1578/sf 10.1485/sf "B-f' Cost Residential 9-19 units "B-g" Cost Residential 2-8 units S0.14$5/sf $0.1485/sf 50.1485/sf "B-h" Cost "13-1" Cost Single family residential S240 flat rate Residential Condo S240 fiat rate "C" Cost All except S1FR and condos 51.8264/LF 50.1485/sf S240 flat rate $240 flat rate S 1.8264/LF Since the PBID is planned for a five year term, maximum asscssrnents for fuhue years (Years 2 Uuough 5) must be set at the inception of the 1'1-311). A maximum annual flat rate increase of .5% may be imposed each year, subject to approval by the. 11311) Board. 9 13330 Buttemcre Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • mred2nearthlink.nct Edward Henning & Associates :URBAN REVITALIZATION • FIJNDINC Step 8. Spread the Assessments The resultant assessment spread calculations for inch parcel within the PBID are shown in an attachment to the District Management Plan and were determined by applying the District assessment formula to each identified benefiting property. This list of all identified benefiting parcels in the PBID delineates each parcel and benefit units for property strex;t frontage and palm! area. 10 13330 Ilutternere Rd • Phelan CA 92371- (760) 868-9963 • (fax) (760) 868-6490 • mred2@earthtink.nrt Edward Iierinillg&Associates c ) URBAN REVITALIZATION • FUNDING; 1;l)WARD IHENNING & ASSOCIATES Edward Henning and Associates is a multi-discipliucd consulting fine offering a diverse range of community development and funding services focusing on downtown business districts and the unique problems and opportunities associated with center city areas. "Types of services provided • Business Improvement District (13ll) & PBD)) Formations, Modifications, Expansions, Updates • Prop 218 Assessment Engineering Analyses and Reports (Licensed Engineer) • Downtown Revitalization Plans/Redcveloprneut Planning and Implementation • Establish/Administer/Field Supervision for Rehabilitation Programs and Projects • Architectural Design Guidelines/ Sign Ordinances Partial list of agencies and climbs represented • Town of Apple Valley • City of Berkeley • City of Buena Park • City of Culver City • City of Huntington Park • City of Huntington Beach • City of Los Angeles - Gateway to LAX - Historic Downtown Core - Hollywood District - Melrose/Fairfax —1 Larchmont - Los Feliz - San Fernando Valley (6 areas) - San Vicente - Wilshire Center • City of Monterey Park • City of Napa • City of Newport Beach • City of Ontario (Downtown) • City of Oxnard • City of Pasadena • Placer County (Tahoe City) • City of San Francisco (Union Square) • City of Vacaville • City of Whittie.r • City of Yucaipa PIM) Formation (Village) 1311) Formation (Downtown) BID Formation Analysis (Auto Row & Elitcrtairunent Corridor) BID Formation (Downtown) BID Formation (Pacific Blvd.) BID Formation (Auto Row District) PBID Formation &. Renewal (Prop 218 Compliance) P13I1) Formation (Prop 218 Compliance) PBID Formation (Prcip 218 Compliance) riii1 Formation (Prop 218 Compliance) PBIr) Formation & Renewal BID Formation 111IT) Formation (Prop 218 Compliance) Private Sector PM Formation llybrid BID/PBID Formation BID Modification (Downtown) PBID Formation (Downtown) BID Advising BID Modification PBID Formation (Downtown) PBID Formation (Playhouse District) Citywide Tourist Improvement District (TLD) PAID Formation (Downtown) PBID Formation (Prop 218 Compliance) B11) Formation (Downtown) Citywide Tourist Improvement District Evaluation (TID) BID Modification (Uptown) PBID Formation & Renewal(Uptown) 11 13330 Butteinere Rd • Phelan CA 92371 • (76o) 868 9903 • (fax) (760) 868-6490 • inred2@earthlink.net DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT PARCELS TO BE ASSESSED APN ANNUAL ASSESSMENT APN ANNUAL ASSESSMENT APN ANNUAL ASSESSMENT APN ANNUAL ASSESSMENT APN ANNUAL ASSESSMENT 555-030-01-00 $240.00 555-042-'8-00 $7,001.77 555-085-06-00 5187.37 556-212-04-00 $276.94 556-471-23-00 54,830.57 555-030-02-03 $427.32 555-052-04-00 $694.46 555-085-07-00 $4,258.90 556-212-05-00 $419.14 556-471-24-00 53,673.51 555-030-03-03 S0.00 555-052-05-00 $649.75 555-113-04-00 $808.87 556-212-06-00 $563.61 556-472-23-00 $2,019.79 555-030-04-00 50.00 555-052-06-00 $471.60 555-113-05-00 $792.75 556-212-07-00 $754.77 556-472-24-00 $527.74 555-030-05-00 $240.00 555-052-14-00 $2,453.40 555-113-08-00 51,269.33 556-331-03-00 $249.09 ,55842.26-o01. 53,056.70. 555-030-06-03 $0.0.0 555-052-15-00 $2,361.54 555-113-11-00 $2,084.78 556-331-04-00 $505.91 556-472-27-00 $265.95 555-030-07.00 $240.00 555-053.17-00 $22,785.90 555-113.12-00 $1,569.72 558-331-05-00 $1,181.45 556-473-15-00 51,526.52 555.030-08-00 $1,358.46 555-054-12-00 $6,377.83 555-113-13-00 $1.133.05 556-331-14-00 $2.439.68 556-473-16-00 $792.75 555-030-09-00 $278.41 555-081-09-00 $510.24 555-114-01-00 $240.00 558-331-15-00 $926.31 556-473-17-00 $962.08 555-030-10-00 $339.52 555-081-10-00 $267.23 555-114-02-00 $240.00' 556-331-20-00 $748.13 556-474-01-00 51,610.56 555-030-11-00 $270.50 555-081-14-00 $396.50 555-114-03-00 $215.59 556-331-21-00 $2,720.06 556-474-02-00 $739.54 555-330-12-00 $344.51 555-081-15-00 $216.88 555-114-04-00 $220.14 556-331-22-00 $1,255.39 556-474-21-00 12.527.99 555-030-13-00 $282.92 555-081-16-00 $695.37 555-114-05-00 $452.48 556-331-23-00 $566.21 556-493-01-00 $1,290.96 555-030-14-00 $500.53 555-081-17-00 $1,992.94 555-1114-06-00 $852.46 556-331-24-00 $715.80 558-493-04-03 $934.44 555-030-17-00 51,089.50 555-032-01-00 $1,855.29 555-114-07-00 51,151.14 556-331-25-00 $3,133.35 556-493-05-00 $240.03 555-030-23-00 $4,997.45 555-082-02-00 $244.19 555-114-11-00 $330.42 556-332-20-00 51,764.62 556-553-01-00 $694.46 555-030-21-30 $3,644.29 555-082-03-00 $527.88 555-114-12-00 51,594.28 556-332-21-00 $535.59 556-553-02-03 $357.75 555.030-22-00 56,609.58 555.032-04-00 $399.68 555-114-13-00 11.569.62 556-332-22-00 1375.86 556-553-03.00 $409.23 555-041-01-00 $878.28 555-082-05-00 $1,137.98 556-101-01-00 11.614.58 556-332-23-00 $253.70 5566-553-04-00 $616.95 555-041-02-30 5472.48 555-082-06-00 $960.23 556-101.02-03 51,815.33 556-332-24-00 $1,409.83 556-553-05-00 $1.592.79 555-041-03-00 13,616.36 555-082-10-00 $1,533.33 558-101-15-00 $5,492.84 556-333-15-00 $2,6626.38 556-553-14-03 $1.324.56 555-041-04.00 11,0663.44 555-082-11-00 $4,C97.40 556.101.16-00 $2,276.33 556-333-17-00 $4,907.21 556-553-15-03 $284.84 555-041-05-00 5570.74 555-083-21-00 $1,846.85 . 556-104-01-0D $2,485.63 556-333-18-00 $522.19 556-554-18-00 $4,415.42 555-041-05-00 $571.49 :555-083.22-00 .$5,094.43• 556-104-02-03 $240.00 556-334-19-00 12.101.81 556-554.17-00 16,245.33 555-041-07-00 $694.46 555-083,23-00 12,989.50, 556.104.18-00 51.820.45 556-334-20-00 1282.35 556-554-18-00 $1.195.18 555-041-C8-00 $511.82 555-083-24-03 15.751,76 556-210-25-00 $1.662.72 556-334-21-00 1410.30 556-554-19-03 $569.85 555-04,-39-00 1511182 555-085-01-00 1622.43 556-210-26-00 11,510.43 556-334-22-00 $452 14 556554-20-03 $1.205.03 555-041.10-00 $1.206 28 555-085-02-00 1240.03 556-210-27-00 11.077 40 556:471=03.00 $2.23331 556-554-21-03 11.56879 555-042-10-30 $1.080.70 555-085-03-00 1240.03 556-212-01-03 $240.00 -556:471-04.00 - $575.76 555-042-15-30 13.104 82 555-085-04-00 1464.11 556-212-02-00 $240.00 556-471-16-30 $1.585.34 555-042-17-00 $3.458 95 555-085-05-00 12.797.35 556-212-03-00 1496.74 556-471-17-30 $2.691 26 538.604.63 $77.677.89 $39.743. 35 $39.183 49 S45.479.28 $0 00 $15.682 56 $0.00 12.809.07 $3.056.70 $38,604 63 $61.995.33 539.743.35 536.374.42 S42.422.53 NOTE: Items highlighted are owned by Public Agencies and.should•not be assessed through.th :CountyAssessor's.Office; they should be billed directly by the .Finance -Department of the City of National City. S240,888,64 Total Assessments $21.548,33 Total Public Parcels $219:140.31 Total Assessments less Public F City of National City, California COMMUNITY DEVELOPMENT COMMISSION AGENDA STATEMENT 22 MEETING DATE July 17 2007 AGENDA ITEM NO. /�EM TITLE / Resolution of the Community Development Commission of the City of National City confirming and approving the Diagram and Assessment Engineer's Report and providing for the levy of the Annual Assessment in the Downtown National City Property Business Improvement District (Morgan Square Community Benefit District) PREPARED BY Jacqueline Reynoso (ext. 4293) Community Development Coordinator DEPARTMENT Economic Development Division EXPLANATION The Engineer's Report, required by Section 22622 of the Landscape Maintenance and Lighting Act of 1972, is the central document relative to the Levy of Assessments within The Downtown National City Property Business Improvement District ("The District"). The Engineer's Report is contained in the Downtown National City Property Business Improvement District Management District Plan, approved on April 30, 2004 by the City Council. All proceedings for the establishment of a levy of assessment for the District will comply with the provisions of Proposition 218, approved by voters on November 5, 1996. Environmental Review N/A Financial Statement N/A STAFF RECOMMENDATION City Council Adopt the Resolution of the Community Development Commission of the City of National City confirming and approving the Diagram and Assessment Engineer's Report and providing for the levy of the Annual Assessment in the Downtown National City Property Business Improvement District ATTACHMENTS Resolution No. 1. Engineer's Report (refer to attachment in Public Ilearing report) 2. Diagram 3. Assessment 4. Resolution L A-200 (9/80) RESOLUTION NO.2007 — RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL CITY CONFIRMING AND APPROVING THE DIAGRAM AND THE ASSESSMENT ENGINEER'S REPORT AND PROVIDING FOR THE LEVY OF THE ANNUAL ASSESSMENT IN THE DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT (MORGAN SQUARE COMMUNITY BENEFIT DISTRICT) WHEREAS, the Property and Business Improvement District Law of 1994,.Part 7 of Division 18 of the California Streets and Highways Code, commencing with Section 36600, (the "Law") authorizes cities and counties to establish, for up to five years initially, property and business improvement districts ("PBID") to promote the economic revitalization and physical maintenance of business districts; and WHEREAS, the Law authorizes cities to levy and collect assessments on real property within such districts for the purpose of providing improvements and promoting activities that specially benefit real property within such districts; and WHEREAS, Articles XIII C and XIII D of the California Constitution, and Section 53753 of the California Government Code impose certain procedural and substantive requirements relating to the levy of new or increased assessments; and WHEREAS, in March, 2004, a written petition was submitted by property owners within Downtown National City requesting the Community Development Commission of the City of National City (CDC) to initiate proceedings pursuant to the Law to establish the Downtown National City Management District for a five (5) year period; and WHEREAS, such petition was signed by property owners in the proposed district who will pay more than fifty percent (50%) of the assessments proposed to be levied; and WHEREAS, a Management District Plan entitled The Downtown National City Management District Plan (the "Management District Plan"), and a District Assessment Engineer's Report was prepared and submitted to the City Clerk, containing all of the information required by Section 36622 of the Law, including a description of the boundaries of the district, the improvements and activities proposed for the district, and the cost of such improvements and activities; and WHEREAS, the Board of the Community Development.Commission of the City of National City did establish for five years, the Downtown National City Management District (the "District") and levied and collected assessments against Tots and parcels of real property within the District, commencing with fiscal year 20004-05; and WHEREAS, the Board did approve the Management District Plan, which is on file in the office of the City Clerk, and available for public review during normal business hours; and Resolution No. 2007 — July 17, 2007 Page 2 WHEREAS, the boundaries of the proposed District are included in the Management District Plan; and WHEREAS, the proposed activities for the District include streetscape, sidewalk, parkway and street furniture maintenance, repair and replacement including, but not limited to, trees, sidewalk pavement, sidewalk bollards, street fumiture, trash receptacles, and street lights, as well as periodic landscape maintenance and steam cleaning services that benefit businesses and real property located in the District; and WHEREAS, the assessment proposed to be levied and collected for fiscal year 2007-08 is $240,688.64, which was the same assessment amount levied for fiscal year 2006- 2007. NOW, THEREFORE, BE IT RESOLVED that the Community Development Commission of City of National City declares as follows: RECITALS Section 1. The above recitals are all true and correct PROCEDURES Section 2. The City Council hereby finds and determines that the procedures for the consideration of the levy of the annual assessment have been undertaken in accordance with both the Act and Article XIII D in as much as the proposed assessments for the Fiscal Year 2007-08 are not proposed to be increased over the assessment previously authorized to be levied. DETERMINATION AND CONFIRMATION Section 3. The final assessment for the proceedings, as contained in the Assessment Engineer's Report and the diagram are herby approved and confirmed. Based upon the Assessment Engineer's Report and the diagram, attached hereto as Exhibits "A" and "B", respectively, and upon the testimony and other evidence presented at the public hearing, the City Council hereby makes the following determinations regarding the assessments proposed to be imposed: A. The proportionate special benefit derived by each individual parcel assessed has been determined in relationship to the entirety of the cost of the operations and maintenance expenses. B. The assessments do not exceed the reasonable cost of the proportional special benefit conferred on each parcel. Resolution No. 2007 — July 17, 2007 Page 3 C. Only the special benefits have been assessed. The assessments for the District contained in the assessment attached hereto as Exhibit "C' for the next fiscal year are hereby confirmed and levied upon the respective lots or parcels in the District in the amounts as set forth in the assessment attached hereto as Exhibit "C". ORDERING OF MAINTENANCE Section 4. The public interest and convenience requires, and this legislative body does hereby order the maintenance work to be made and performed as said maintenance work is set forth in the Assessment Engineer's Report and as previously declared and set forth in the Resolution of Intention. FILING WITH CITY CLERK AND CITY ENGINEER Section 5. The above -referenced diagram and assessment shall be filed in the Office of the City Clerk, with certified copy to be filed in the Office of the City Engineer. Said diagram and assessment and the certified copy thereof, shall be open for public inspection. FILING WITH THE COUNTY AUDITOR Section 6. The City Clerk is hereby ordered and directed to immediately file a certified copy of the diagram and assessment with the County Auditor. Said filing to be made no later than the 3rd Monday in August. ENTRY UPON THE ASSESSMENT ROLL Section 7. After the filing of the diagram and assessment the County Auditor shall enter on the County assessment roll opposite each lot or parcel of the land the amount assessed there upon, as shown in the assessment. COLLECTION AND PAYMENT Section 8. The assessments shall be collected at the same time and in the same manner as the County taxes are collected, and all laws providing for the collection and enforcement of the County taxes shall apply to the collection and enforcement of the assessments. FISCAL YEAR Section 9. The assessments as above authorized and levied for these proceedings will provide revenue and related to the fiscal year commencing July 1, 2007, and ending June 30, 2008. -- Signature Page to Follow -- Resolution No. 2007 - July 17, 2007 Page 4 PASSED and ADOPTED this 17th day of July, 2007. Ron Morrison, Chairman ATTEST: Brad Raulston Secretary APPROVED AS TO FORM: George H. Eiser, Ill Legal Counsel h b+- EIVED REC Ce mru:tity Develo rie74%CiCiiP.tSS:C' DOWNTOWN NATIONAL, CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT IVIANAGEMEN'1' DISTRICT PLAN Formed Under California Streets and Highway Code Section 36600 Property Business Improvement District Act of 1994 FINAL PLAN SUBMITTED TO: THE DOWNTOWN NATIONAL CITY P.B.I.D. STEERING COMMITTEE THE .CITY OF NATIONAL CITY COMMUNITY DEVELOPMENT COMMISSION EXECUTIVE DIRECTOIR BEN 1VIARTINEZ MAYOR NICK INZUNZA AND CITY COUNCIL MEMBERS LUIS NA'I'IVIDAD, RON MORRISON, FRANCISCO PARRA AND FIDELAS UNGAB PRESENTED BY: MARCO LI MANURI, NEW CITY AMEIUCA INC. APPROVED APRIL 30, 2004 UPDATED MAY 24, 2004 1 Attachment 2 DOWNTOWN NATIONAL. CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT MANAGEMENT DISTRICT PLAN IV'INAL PLAN - MAY 24, 2004 TABLE OF CONTENTS I. INTRODUCTION, EXECUTIVE SUMMARY II. ADDRESS SERIES, GENERAL STREET BOUNDARIES III. WORK PLAN AND BUDGET IV. ASSESSMENT METHODOLOGY TO FUND THE SPECIAL BENEFITS V. RELEVANT ENABLING LEGISLATION, AB 1021 VI. ENGINEER'S REPORT AND RELATIONSHIP BETWEEN ASSESSMENTS PAID AND SPECIAL SERVICES RECEIVED VII.. DISTRICT GOVERNANCE APPENDIX A. MAP OF TIIE DISTRICT B. FIVE YEAR PROJECTION OF ASSESSMENTS C. LIST OF PARCELS INCLUDED IN DISTRICT D. CERTIFIED ENGINEER'S REPORT 2 PART EXECUTIVE SUMMARY DOWNTOWN NATIONAL. CITY MANAGEMENT DISTRICT PLAN Statement of Purpose Over the past two years, the people of San I)icgu County have begun to see National City in a whole new light. Long identified with the extremely successful National City Mile of Cars, the City now has the distinct identity of a municipal corporation aggressively moving forward on a number of fronts. Whether it be the visionary Marina project, the development of Filipino Village, the beautification of Highland Avenue or the creation of the Education Village in Downtown National City, more things arc happening in this City than almost anywhere else in the County. Under the leadership of the Mayor and City Council, as well as the staff of the Community Development Commission, National City is in a race to re -position itself as a great City with bustling commerce, historic significance, a great urban forestry plan, strengthening of ethnic neighborhoods and experimenting with what makes Downtowns work in the 21" Century. Led by a group of significant, small and long-time business and property owners, this effort to establish a Property Business Improvement District was initiated in March 2004. With great speed and tremendous commitment, it is the intent of this district to be established and generate its first revenues by the conclusion of calendar year 2004. Such an undertaking is unprecedented but reflects the seriousness of the effort of the Downtown stakeholders to redefine themselves to the surrounding region. With the growing state budget crisis in California and its resulting impact on the cities, it is safe to assume that current National City general benefit services delivered in the Downtown business district will not 'increase in the future. To make the Downtown district and community better, commercial and institutional property owners must look at new ways of funding special benefit services to clean up the district as well as promote the area. Such special benefit services could include bringing a new identity to the Downtown business district, funding new gateway signs to the district, regular sidewalk sweeping, sidewalk steam cleaning, removal of bulky items, trash receptacle emptying, providing private security services above and beyond that of the National City Police Department, aiding in the coordination of homeless intervention services, proposing solutions to parking problems, initiating beautification programs, tree planting and maintenance, coming up with new marketing and promotions programs, defining greater visual linkages to the 8th Street "Trolley stop as well as serving as an advocacy group of business and property own ers. This proposed Downtown National City YRID or special benefits district would be funded through an assessment levied on each and every parcel in the finalized and approved boundaries in Downtown. Affected property owners have determined the exact costs of funding these special benefit services. All properties, public and private, would he included in (his new assessment district. In early April, a survey was mailed to every property owner within the initial study aira. The area included all parcels on National City Blvd. between 2"'' Street on the north, 1 L"' Street on the south, and along 8th Street from the Trolley Stop on the west to E Avenue on the cast. There are 153 parcels in the proposed district, represented by 96 property owners. The district is approximately 34 square blocks. The database compiled by New City America, Inc. reveals the following data that would create the material basis for the apportionment of assessments throughout the district: • 1,465,301 square feet in total lot size; • 448,344 square feet in total building size; • 21,744 linear feet in total frontage The survey results were quite stunning. The results of the survey were as follows: NUMBER OF RESPONSES: Respondents represented the following property variables: Lot size: Building size Linear Frontage 522,523 square feet or 35% of the total 240,713 square feet or 54% of the total 8,248 linear feet or 37% of the total Of those who responded to the survey, the following respondents, (by weight) demonstrated their support for creation of the PBID: Responses from Property Owners Who Returned PBID Survey Response Lot Size Building Size Linear Frontage Support Formation 76% 88% 77% Oppose Formation 24% 12% 23% Of those who responded, the following represent support of specific special benefits funded by the PBID: ➢ 61% had owned their property fur 9 years or less; Y 73% were sole proprietorship or family owned properties ➢ 52% believed that National City had been portrayed negatively by the major media in the last few years; Y 84% believed that Downtown was unsafe or "safe, however suffers an image as an unsafe district;" ➢ 54% would support property owners funded special benefit security services; ➢ 54% feel their customers would not feel safe walking from the corner of 8'/' and National City Blvd. and the'Crolley Stop; • 64% would support initiation of property owner funded regular sidewalk/gutter sweeping and steam cleaning services; 4 ➢ 70% support property owner funded special events to improve the identity of Downtown; Based upon this level of support, the Downtown National City PBID .Steering.Commiltee is presenting the following to all Downtown Property Owners for their consideration: PROPERTY VARIABLES TO BE ASSESSED: Three property variables will be usedto fund the special benefit services of the district. Those variables will include: lot or parcel size, building square footage, and linear frontage. Each of these variables can be verified by County records. By law, the district can only fund special benefits, not general benefit services. Building square footage will be further categorized by "use", (retail, hotel, church, public building, office, ete). Usc determines needs and therefore special benefit to be received. SERVICES TO BE FUNDED: The primary special benefits to be funded by the creation of the district will be related to maintaining order and cleanliness in the public rights of way. In addition, beautification of the Downtown will be paramount as well as creating concrete visual linkages between the Trolley stop west of the freeway and the heart of the business district at 8th and National City . Boulevard. After order and beautification, district identity and promotional programs will he funded. Finally, a component for administration/corporate affairs and contingency/reserve will be included iu the budget. Consistent with state legislation, the district shall remain in place for five years with provisions for annual CPi adjustments as well as annual disestablishrnents procedures. BENEFIT ZONES: There will be two benefit zones in the proposed district. Benefit Zones are determined by the level and frequency of services to one sector of the district, vs. another. For example, the core area parcels along National City Boulevard between 2"d and 12th, as well as 8fi' Street from the freeway bridge to A Avenue, will constitute Benefit Zone 1. All other parcels in the district will fall into Benefit Zone 2. ANNUAL BUDGET: The annual first year budget is anticipated to be $240,722.01. Benefit Zone 1 parcels will pay a premium due to increased services' and increased benefits anticipated to be derived from the formation of the district. Building use will determine the annual building square footage costs, by Benefit Zone. The proposed building uses have been categorized as follows. Each parcel has been analyzed to determine proper category of use and therefore benefit: (internal parking built into structure will be credited to overall building size). 5 APPORTIONMENT OF BUILDING USES: _Buildin ' Use Code Description of Use A Retail s i ace, hotels, motels, visitor related B Office and Commercial uses, Independent, free standing parking structures C Industrial/Manufacturing/Distribution D Institutional School, public, park Church, Tax-exempt properties E Multi -unit housing, apartments (20 writs or more) F Multi -unit housin?, a artmcnts (9 -- 19 units) C Multi -unit housing, apartments (2 — 8 units) H Single Family housing units (not to exceed $240 per year) I Condo units - $ 240.00 flat fee per year Approximately $146,095.30 (61%) of the assessments will be generated from parcels within Benefit Zone 1. The balance, $94,626.71 (39%) will he generated from Benefit Zone 2 parcels. COST: Downtown National CityPBID First Year Costs by Property Variable PROPERTY VARIABLE ANNUAL COST BENEFIT ZONE 1 ANNUAL COST BENEFIT ZONE 2 TOTAL GENERATED BY VARIABLE Lot Square Footage $ 0.0841 per square foot per year $0.0757 per square foot per year $118,053.09 (49%) Building Square Footage (range) $ 0.1485-$0.1886 per square foot per year $0.1485-$0.1697 per square foot per year $80,075.68 (33%) Linear Frontage $1.8264 per linear foot per year $1.8264 per linear foot per year $39,713.24 (17%) Single Family Home and Condo Annual Fee $ 240.00 $240.00 $2,880.00 (1%) Total Annual Budget $240,722.01 ANNUAL ADJUSTMENTS: The Board of Directors of the Management Corporation will be given the option to increase the assessments annually based upon the San Diego County regional CPI indicator or by an amount not to exceed 5% from the previous year's assessments. The Management Corporation shall have the right to shift allocations within the four categories as they feel appropriate and as long as it remains consistent with the intent of the plan. The Board shall also have the right to shift up to 10% per year from category to category, each year, as needs change with the priorities of special benefits. C PART 11 ADDRESS SERIES, GENERAL STREET BOUNDARIES LOCATION: In general, the Downtown National City P131D includes all private and public parcels within the following boundaries: Street Address Series 704-724 827 811 — 817 831 -• 835 41 — 43 14 - 35 10 22-404 Street Name A Avenue B Avenue C Avenue 419 810 - 925 205 — 1146 225 — 1133 25-38 21 30 I) Avenue E. 12h—St. E. 374- St. E. 51h St. E. 8'-t St. • E. 9 St. 21 -27 21 110-200 111- 225 32 — 121 hoover Avenue National City Blvd. Roosevelt Avenue W. 11`h St. W. 12'h St. .1 W.2" Aevnue W. 3rd Avenue W. 7'h St. W. 8cwSt W. 9th St. W. Plaza Blvd. PART.(I.I WORK PLAN AND BUDGET SERVICES: Special benefit services to be financed by the Downtown National City Boulevard Property Business improvement District will primarily include funding the following types of services. Based upon the survey results of the property owners, and esti►nated costs and services, the preliminary special benefits funded by the Downtown National City Property Business Improvement District are as follows: Proposed Downtown National City PBID: 1. Public Rights of Way and Sidewalk Operations (PROWSO) • Sidewalk sweeping; • Beautification; • Decorations and banners; • Enhanced trash receptacle placement and regular emptying; • Removal of bulky items; ■ Tree and shrub planting and maintenance ■ Work with City on hazardous issues; ■ Maintenance of public order in the sidewalks; ■ Homeless intervention; • Equipment, supplies, tools; • Misc. 2. District Identity and Streetscape I►nprovement.(DISI) (Predominantly in Benefit Zone 1) ■ Special events (1 per year); - Web site; ■ Pedestrian kiosks/signage • Underwriting advertising coop for hotel and retail 3. Administration and Corporate Operations: • Staffing; ■ Insurance; ■ Office related expenses; • Misc. 4. Contingency/Reserve: • Delinquencies; • (:ity costs; • County costs; • Hardship; • Reserves; 8 Consistent with state law, any property assessment district must confer a special benefit to real property owners paying into the assessment district. At times, specific parcels will derive greater benefit, due to their proximity to a "core" area. These cure and peripheral - parcels, will from time to time, be designated through "benefit zones." "rhe Downtown National City PBII) anticipates two benefit zones, each receiving varying degrees of special benefits funded from the assessment district. The 'two benefit zones are proposed as follows: Benefit Zones: The Downtown National City PBID Benefit Zones are created based upon the frequency and type of special benefit services that might be desired. For example, the core area near National City Boulevard and $th Street may need special benefit services six days per week, have large special events and be the focus of many promotional activities. These property owners would pay for those specific special benefit services based upon the anticipated benefit to be received. Benefit Zone Zone 1 (core area) Zone 2 (peripheral area) Boundaries National City Boulevard from 2"-to i21i' Street 8'r' Street from the freeway bridge to A Avenue All other streets iu the district not included in Benefit Zone 1 TABLE 1 -- FREQUENCY OF SPECIAL BENEFIT SERVICES BY .BENEFIT ZONES Special Benefit Service Public rights of way and sidewalk operations (PROWSO) District Identity and Streetscape Improvements (DISD • Special Events • Holiday Decorations Administration/Corporate O , eralions Benefit Zone I Frequency 6 days per week Through programs Once per year Seasonally Monday -- Friday 9 Benefit Zone 2 Frequency 4 days per week Through programs None None Monday — Friday PART IV ASSF;SSNI! N r.METHODOLOGY TO FUND SPECIAL. BENF.FITS BUDGET: The first year annual budget is projected to be $240,722.01. Annual adjustments of up to a maximum of 5% over the previous year's gross assessment amount are allowable, subject to the approval of the Downtown National City Property Business Improvement District Management Corporation. TABLE 2 — SPECIAL BENEFIT SERVICES BROKEN DOWN BY ESTIMATED COSTS PER BENEFIT ZONE PROWSO Personnel Estimated Costs Service PROWSO: • Sidewalk Sweeping; • Beautification • Decorations and banners • Enhanced trash receptacle emptying • Removal of bulky items • Reporting hazards to City; • Removal of bulky items; • ']Yee and shrub planting and maintenance • Maintenance of public order • Homeless intervention ESTIMATED PERSONNEL NEEDS* Estimated maintenance personnel costs Total Estimated Personnel Cost Benefit Zone 1 6 days per week As needed As needed As needed As needed Daily As needed Weekly As needed As needed • %2 cost of Supervisor; ($ 23,040) I maintenance worker, full time, 40 hours per week ($27,850) 1 maintenance worker, six days per week, 48 hours ($30,720) I0 $81,610 Benefit Zone 2 •4 days per week As needed As needed As needed As needed Daily As needed Weekly As needed As needed cost of Supervisor; ($23,040) I maintenance worker, full time, 40 hours per week ($27,850) $ 50,890-- S 132,500 *THE PURPOSE OF THIS CALCULATION IS TO PROVIDI4.1 A MATERIAL BASIS FOR '(HE P.R.O.W.S.O. PERSONNEL COSTS. THE ADIMMINISTERINC; CORPORATION CAN CONTRACT OUT THESE SERVICES TO A FOR -PROFIT OR NON-PROFIT CORPORATION, OR PROVIDE THE SERVICES IN HOUSE. THESE COSTS ARE ONLY USED AS A REFERENCE, TIIE .LINE ITEM IN THE BUDGET FOR THE P.R.O.W.S.O. PERSONNEL IS ESTIMATED TO BE S132,500.00 ANNUALI,Y. The basis of determining personnel costs is derived from One Source, a nationwide company that provides employees for many building management companies, as well as 131Ds. One Source's rates on labor include workers comp, payroll taxes, check disbursement, health benefits, vacation and sick time. Most importantly, these are contracted employees and therefore release the management corporation of payroll and personnel related liabilities. Total overhead factor of employees, fully loaded, is about 1.6 in an overhead factor from the base wage rate. Supervisor rate was calculated at $ 12.00 per hour, and maintenance workers at $8.00 - 9.00 per hour, starting pay. We reiterate that this is simply a tool for calculating costs of maintenance personnel. The free market, and competitive bidding may produce higher and better results. It is the job of the management corporation to maximize the delivery of special benefit services to the property owners based upon various category and line items of services. The function of this crew is to deal with all services in the public rights of way, including but not limited to: sweeping, beautification, decorations, security, etc. TABLE 3 — SPECIAL BENEFIT SERVICES/P.R.O.W.S.O. NON -PERSONNEL ANNUAL. COSTS INCLUDING EQUIPMENT AND MATERIALS PROWS() Equipment and Materials Truck lease, insurance Uniforms Connnunications Supplies Water Dumpster costs Nursery Items Estimated Annual Cost $ 6,000 Small Equipment Miscellaneous Total Estimated Annual Equipment Costs $ 1,000 $ 4,000 $ 8,000 $ 1,000 $ 6,000 • $ 8,000 $ 3,000 $ 3,500 $ 40,500 Again, these services may be provided by an outside contractor, however accommodations t must be made for these costs whether done in-house of to an outside contractor. In addition, this budget does not assume any giants from public agencies or foundations that could underwrite the costs of equipment. Nor does it assume that the City would pay for landscaping water related costs or dumpster removal fees, both of which could be negotiated with the CI)('. TABLE 4 - DISTRICT IDENTITY AND STREETSCAPE IMPROVEMENTS SUGGESTED BUDGET ITEMS Program to be funded/Both Benefit Zones Special events (1 per year); Logo Creation (First Year only) Web site creation and maintenance Pedestrian kiosks/signage annually Estimated First Year Annual Cost $ 5,000 $ 1,000 $ 4,000 $ 4,000 Total Estimated First Year Annual Costs $ 14,000 TABLE 5 — ADMINISTRATION AND CORPORATE OPERATIONS SUGGESTED ALLOCATIONS Program to be Funded Staff (Community Advocacy, retail attraction, Corporate minutes, administration to Board) Insurance Estimated First Year Annual Cost $ 26;000 Office rent Phone/Fax $ 3,000 $ 6,000 E-mail Service Office supplies Office Equipment Utilities $ 1,000 $ 800 $ l ,000 $ 2,000 $ 1,200 Total Estimated Annual Costs $ 41,000 TABLE 6 — SPECIAL BENEFIT SERVICES/CONTINGENCY - RESERV E ANTICIPATED NEED Program to be Funded County Costs (1.7% of total assessments City costs ($500.00 per year) No -pays, (uncollected assessments) (?) MisclReserve (Balance of expenses) Estimated First. Year Cost Total Estimated Annual Costs 1 $ 12,772.01 12 TABLE 7 — TOTAL FiRS'F YEAR DOWNTOWN NATIONAL CITY SPECIAL BENEFIT SERVICES BUDCET LINE ITEMS BASED UPON SUGGESTED PROGRAMS AND ALLOCATIONS Program Public Rights of Way and Sidewalk Operations — Personnel and Rquipinent for All Benefit Zones District Identity and Streetscape Improvements Administrative/Corporate Operations Contingency/Reserve First Year Allocation $ 173,00(1.00 Total Estimated First Year Costs of Programs $.14,000.00 $ 41,000.00 $ 12,722.01 of Total Budget 72 % 6% $ 240,722.01 17% 5% 100% METHOD OF FINANCING: This method of financing the special services is based upon the levy of assessments on real property that benefits from proposed improvements and activities. This represents a "benefit assessment district" as defined in the California Streets and Highway Code. Assessed valuation cannot he used as the basis for special benefits assessments due to the introduction of Proposition 13 into the state constitution in 1978. There are at least four basic factors that will be used in determining individual assessments. These factors include 1) linear frontage, 2) land area and 3) building square footage, 4) building use. The assessments for the Downtown National City PBID are based upon these variables, which have been endorsed by the property owners as the most fair and equitable for apportionment of assessments to participating parcels. Linear frontage will be assessed on all sides of the parcel receiving benefit. PBID assessments would be collected annually by the Sau Diego County tax assessor and would appear as a line item on the annual property tax bills. The assessments are collected by the County and transferred to the City of National City. They are then transferred directly to the Downtown National City PBID Management Corporation. The funds are then allocated consistent with the previously agreed upon programs in the Management District Plan. TABLE 8 - .TOTAL GROSS DOWNTOWN NATIONAL CITY PBID PROPERTY VARIABLES Property Variables • Lot Size Building Size Linear Feet L Total in District 1,465,301 square feet 448,344 square feet 21,744 linear feet There are 153 parcels and 96 legal owners currently in the database of the above nnnlioned property variables. 'There are about 34 square blocks in the district. 13 Apportionment oLCosts to Property Variables used in the Assessment Methodology As is common practice, various property variables fund different special benefit services in the district. We have employed an assessment methodology that ive believes supports the relationship between assessments paid and benefits received. The following programs and services must confer a special benefit to real property owners to be consistent with Article XIII (d) of the state constitution. ANNUAL BUDGET: The annual first year budget is anticipated to be $240,722.01. Benefit Zone l parcels will pay a premium due to increased services and increased benefits anticipated to be derived from the formation of. the district. Building use will determine the annual building square footage costs, by Benefit Zone. The proposed building uses have been categorized as follows. Each parcel has been analyzed to determine proper category of use and therefore benefit: (Internal parking built into structure will be credited to overall building size). TABLE 9 - DEFINITION OF BUILDINt;/LAND USES: Building Use Code A B C D E F II 1 Description of Use Retail space, hotels, motels, visitor related Office and Commercial uses, Independent, free standinpzparking structures Industrial/Manufacturing/Distribution Institutional (School, public, park Church; Tax-exempt properties Multi -unit housing, apartments (20 units or more), Multi -unit housing, apartments (9 — 19 units) Multi -unit housing, apartments (2 — 8 units) Single Family housing units (not to exceed $240 per year) Condo units, $ 240.00 flat fee per year The proposed apportionment of special benefits to the various property variables are as follows: 14 TABLE 10— APPORTIONMENT OFSERVICES TO PROPERTY VARIABLES Program to be Funded PROWSO: • Mainten.ance Personnel • Maintenance Personnel Non -personnel, equipment DISTRICT IDENTITY AND S'TREETSCAPF, IMPROV F,M EN'I'S: • Special events (1 per year) • Logo creation • Web site creation/maintenance • Pedestrian kiosks/signage Benefit Zone 1 ($81,610) 2 ( S50,890) 1, 2 ($ 40,500) 1 ($5,000) 1, 2 (S1,000) 1, 2 ($ 4,000) 1, 2 ($ 4,000) Apportioned to Variable %z to all building square footage, 'h to all lot size in Benefit Zone 1 ''/ to all building square footage, 'V to all lot size in Benefit Zone 2 All linear frontage, apportioned equally in both Benefit Zones . Building square footage "a" only Building square footage a — c Building square footage a — c Building square footage a — d ADMINISTRATION AND CORPORATE OPERATIONS 1, 2 ($ 41,000) Apportioned equally to all lot size in both zones CONTINGENCY/RESERVE 1, 2 ($ /2,722.01) Apportioned equally to all lot size in both zones '1'be assessment methodology annual costs are summed up in the following table: 15 TABLE 11 -- ANNUAL COSTS PER SPECIAL BENEFIT SERVICE AND BENEFIT ZONE Benefit Zone Lot Square foot annual costs 1 Benefit Zone $0.0841 Building square foot annual costs a. $0.1886 b. $0.1696 c. $0.1696 d. $0.1577 e. $0.1485 f. $0.1485 t. $0.1485 Building square foot annual costs a. $0.1697 b. $0.1697 c. $0.1697 d. $0.1578 e $0.1485 f. $0.1485 t. $0.1485 (rondos and Single family homes Lot Square foot annual costs 2 Both $0.0757 Linear frontage annual costs $1.8264 Contribution to total budget $146,095.30 Linear frontage annual costs $1.8264 Contribution to total budget $94,626.71 $ 240.00 per year per unit Approximately $146,095.30 (61 %) of the assessments will be generated frorn parcels within Benefit Zone 1. The balance, $94,626.71 (39%) will be generated from Benefit Zone 2 parcels. CONDO FACrOR: It is unknown at this point how much future condos will contribute to the district. Since the condos are being built in mixed use or commercially zoned areas, they are not exempt from payment into the assessment district. The condo owners will derive and appreciate the special benefit services they will receive from the cleaning and beautification services in the district. Provisions will be made to avoid a property variable and unit assessment for condos. Once a parcel or parcel(s) have been converted to condos, the per unit fee will kick in, however that parcel will have its linear frontage, building square footage and lot size deleted as a variable to be assessed. For example, if a 5,000 square foot lot is converted from a parking lot to a 10 unit condo development, that parcel will be reassessed to capture the $2,400 condo assessments annually now generated from that parcel (10 x $240.00 per year). Simultaneously, the property variables of that parcel, will be eliminated from the overall PBID database so the new condo owners are not doubly assessed for their property variables and condo units. Condos and residentially utilized single family residences will pay the same flat fee per year into the district. Condos will be fully assessed once they have been constructed and parcelized. Condos under construction shall pay $240, less a 50% reduction until completed and parcelized. 16 TABLE 12 - DOWNTOWN NATIONAL CITY PRI1) FIRST YEAR COSTS BY PROPERTY VARIABLE PROPERTY ANNUAL COST VARIABLE BENEFIT ZONE 1 Lot Square Footage $ 0.0841 per square foot per year Building Square $ 0.1485-$0.1886 per Footage (range) s i uare foot per year Linear Frontage $1.8264 per linear foot per year Single Family Hone $ 240.00 and Condo Annual Fee Total Annual Budget ANNUAI. COST BENEFIT ZONE 2 $0.0757 per square foot per year $0.1485-$0.1697 per square foot per year $1.8264 per linear foot'per year $240.00 DOTAL (.GENERATED BY VARIABLE $118,053.09 (49%) $80,075.68 (33%) $39,713.24 (17%) $2,880.00 (1%) $240,722.01 TABLE 13 - AMOUNTS GENERATED BY DOWNTOWN NATIONAI. CITY PBID Property Variable Parcel or Lot Size Building Square Feet Linear Frontage Single Family IIome and Condo Annual Fee Total Assessments, First Year —Tloth Zones Total Gross Variable, Both Benefit Zones 1,465,301. 448,344 21,744 Amount Generated First Year $118,053.09 $80,075.68. 12 $39,713.24 $2,880.00 $240,722.01 11 PART V RELEVANT ENABLING LEGISLATION, AB 1021 The relevant enabling PBID legislation, which allows the property owners of Downtown National City to fund these special benefit services, is to be found in... • Section 36600 of the California Streets and highway Code known as the Property Business Improvement District Law of 1994. (Amended in 2000, 2003) On July 20, 2001, Governor Gray Davis signed AB 1021, approving changes to the Property. Business improvement District Law of 1994, (Cal. Streets and Highway Code Sections 36600 et. Seq.) which changes several procedures involving PBIDs. The law became effective on January 1, 2002. The major change within the law is the establishment of an "Owner's Association." This Association will be a private, non-profit entity that will contract with the City to manage the PBID. It will he subject to the Brown Act (Ca. Government Code Sections 54950 et seq.) and the California Public Records Act (Cal Government Code Sections 6250 et seq.). however, the Association will not he considered as a public entity for any other purpose. Similarly, any board members or staff will not be considered public officials. Under the amended law,all property owners who do not pay assessments will be subject to penalties for delinquent payments. The amended statute also provides provisions for renewal of the PBID. If the PBID is renewed after its first term (up to five years), the funds from the prior district may be used in the renewed district only for the benefit of the parcels within the boundaries of the prior district. If no parcels from the prior district are within the renewed district, the funds must be returned to the property owners. Also, upon renewal, a district may be renewed for up to ten years. These changes clarify issues regarding PBID operations and formation and the status of the non-profit organizations that manage PBIDs in the aftermath of the court ruling in Epstein vs. the Hollywood Entertainment District. The Epstein decision classified non-profit organizations that managed PBIDs as public entities for purposes of the Brown Act. The issue has been raised that if the organizations were public entities for the Brown Act, could they also be public entities for other acts, such as the Political Reform Act. The changes in the new legislation ensure that these PBID and BID Management Corporations are not considered public entities for any California law except the Ralph M. Brown Act and the Public Records Act. Proposition 218 (Article XIII D of the state constitution) states in Section 4 (a): "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." 18 L'ORM1A'I'ION: • District foru►alion requires submittal of petitions from property owners representing at least 50% of the total assessment. The "Right to Vote on Taxes Act' (Proposition 218) requires that more than 50% of the ballots received, weighted by assessment, be in support of the District. • This petition support ensures that the mail ballot procedure will be successful in the formation of the district. Once the necessary threshold of petitions have been collected, the management district plan will then be submitted to the City to begin processing the public hearing. With the adoption of an ordinance of intention, the City Council will authorize the City Clerk to send out the mail ballots to all affected property owners to determine their support for the establishment of the district. • When all is said and done, the first assessments should be collected with the annual property tax bill in December 2004 with the Management Corporation receiving its first installment payment in January 2005. DURATION: • Pursuant to State Law, the District will have a set term. The proposed district will have a five-year life commencing January 1, 2005. After five years, the petition process must be repeated for the District to be re-established. 19 TIME. LINE AS SPECIFIED BY LAW: The district must be established to take advantage of the County's tax assessment notification schedule. Mindful of that, all property related assessment districts must be established by the end of July in any calendar year, in order to have assessments levied on parcels for the upcoming fiscal year. In our case, the district must be established through an assessment ballot proceeding in late July 2004, in order to notify the County in time for the 2004-05 fiscal tax year. The first assessments would then appear on the property tax statements due in December 2004. In order to take advantage of this schedule, as well as to generate revenues in early 2005, the following time line has been adopted to ensure timely funding of special benefit programs: To work effectively, we must look atthe completion date and work backwards: Date must be completed by July 20'1', 2004 June 8'h MayIs1 June 7`h April 30'h April 20, 2004 Task to be completed Public hearing/assessment balloting proceeding, ballots counted by weight Resolution of intent by City to establish the district Property owners representing 50% of the weight, based upon assessments to be levied, must sign petition endorsing the management district plan; Assessment engineer. certifies plan as compliant with Proposition 218 Finalize management district plan including special benefit services to be provided, duration of district, boundaries, benefit zones, assessment methodology, administration, etc. Initiate petition drive First rough draft Management District Plan submitted to PBII) Steering Committee 20 PART VI ENGINEER'S .REPORT, EXEMPTIONS, ANNUAL ASSESSMENT• INCREASES AND THE DURATION OF TIIF. DISTRICT A. Assessment Methodology Property owners in Downtown National City have emphasized that an assessment formula for a PBID be fair, balanced and commensurate with special benefits received. NEW CITY AMERICA has contracted with Ed Henning and Associates to come up with a plan that has been certified by a licensed engineer. In preparing the engineer's report for the Downtown National City PBID, the engineer concluded that the special benefit to each parcel was found to be proportional to the property variable and their apportionment. An Engineer's report for the PBID is provided in the Appendix. B. Time and Manner for Collecting Assessments: As provided by state law, the Downtown National City Property Business Improvement District will appear as a separate line item on the annual property fax bills prepared by the San Diego County Tax Assessor. Property tax bills are generally distributed in the Fall and payment is expected by lump sum or in two installments. The County Assessor shall distribute the assessments to the City who will in turn then forward them to the designated Downtown National City PBID Management Corporation pursuant to the authorization of this plan. Existing laws for enforcement of property taxes apply to the Management District assessments. The assessments shall be collected at the same time and in the same manner as for any possessory interest tax paid to the County of San Diego. These assessments shall provide for the same lien priority and penalties for delinquent payment as is provided for the possessory interest tax. The "property owner" of the possessory interest shall be any person as the owner/taxpayer on the last equalized possessory interest assessment roll or otherwise known to be the owner/taxpayer by the. City Council. The City Council has no obligation to obtain other information as to the ownership of the interest, and its determination or ownership shall be final and conclusive for the purposes of this district. 21 C. Publicly Owned Parcels and Government Assessments: The Downtown National City PBID Steering Committee assumes that the City of National City, The Community Development Commission, Southwestern College, the County, the Unified School District, the State of California and any other publicly owned parcels will pay assessments for the special benefits conferred upon government owned property within the boundaries of the PBID. Article XIII D of the California Constitution, (Proposition 218), explains the basis for assessing publicly owned parcels: "Parcels within a district that are owned or used by any agency, the State of California or the United Slates shall not be exempt from Assessments unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. D. Annual Assessment Adjustment: The PBID Management Corporation, will he granted the option of increasing the assessments annually based upon the Consumer Price Index of San Diego County or by a flat amount, not to exceed 5% per year. E. District Duration: Pursuant to State PBID Law, the Downtown National City PBID will have a duration of five years, commencing on January 1, 2005 and extending through December 31st 2009. This is the maximum period allowable for a new PBID under state legislation. Any continuation of the District after its five-year period will require compliance with all regulations and statutes in place at the time relative to the establishment of the new PBID. 22 PART VII DISTRICT GOVERNANCE AND THE DOWNTOWN NATIONAL, CITY P.B.I.D. MANAGEMENT CORPORATION A few rules and regulations should he considered by the Downtown National City 1'BII) Management Corporation in the administration of the district. Conflict of Interest: Any stakeholder who serves ou the administering corporation's Board of Directors shall recuse himself or herself front any vote in which a potential conflict of interest is apparent. Such potential conflicts include, hut are not limited to, prioritizing capital improvement projects which result in special benefit to specific property owners, prioritization of services to benefit a particular owner or -group of owners, hiring or selecting the relatives of Board members, etc. In addition, the Management Corporation shall aim to meet the following operational objectives for the district.. Create and manage programs that best respond to the top priorities of district property owners; • Maximize coordination of the City government to avoid duplication of services and to leverage resources; • Deliver services through a cost-effective, non -bureaucratic and easy to access organizational structure; • Provide accountability and responsiveness to those who pay through open access to Board meetings, elections to the. Board and Board records. "I � APPENDIX A MAP OF THE DISTRICT L`1 ifi tj • • j t 1 , -•ti• .„ i t.,„?‘• I : f fTr ; . IJj ; I • I ; ! • -I ILJ 'P r 1/ IV/ ‘7, *Ill City la!vd. • g! A I : i .. ',,, _ 4., L „.j, i1 ili ii ' i $ " i • ' ‘ ..., - • , ! •'- „ 1 I : 1 :, I ;• i 11' ! .-... ... — . .. - 110,31•,,11 . — ! 1 • 1 I !!' - • 1 ; I , !!!, N.., 1\\,,NN APPENDIX B FIVE-YEAR PROJECTION 'OF THE ASSESSMENTS ASSUMING THE MAXIMUM ANNUAL INCREASE 25 Downtown National city P.B.I,D. FIVE YEAR PROJECTION OF ASSESSMENTS WITH 5% ANNUAL ADJUSTMENT P-c;_ected Budget i 2005 5% 2006 5% 2007I 5%1 2308 5/. 2009 I outio Rights o' Way and Sidewals Ccerat'ors $173,00C.00- 58,650.00 Ij $181,650.00 I 59,082.5C Ij ; $190,732.50 59,536.63 , ' $200.269.13 $10.013.45 $2210,282.58 I IDis:not Iden:it/ and I Slreetscaoe lrcprovernents 514,000.00 $700.00 $14,700.00 5735.00 $15.435.00 $771.75 515.206.75 $810 34 I $17,317:09 ACministratvei ;orporate 'Operations 541,000.00 $2,050.00 $43.050.00 $2.152.50 $45,202.50 ' 52,260.'3I I $47,462.63 52,373.13 549.835.7E Cartineercy'Reserve $12,722.01 $636.10 513,358.1'1 j $567.9' L $14,026.02 $701.30 ( $14,727.32 $736.57 [ $15.463.68 i Total 1 $240.722.01 $12.036.10 3252 758.11 I S12,637.91 f $265.396.C2 1- $13.269.80 1 1 5278.665.82 I 313.933.29 5292,599.11 618;74 APPENDIX C LIST OF PARCELS INCLUDED IN THE DISTRICT NA'rIONAI, CITY PBID PARCELS TO DE ASSESSI'0 Annual APN Annual APN Annual Assessment Assessment Assessment ,,,30 01 00 $240 00 555 052 15,00 $2,361 .54 555 114 03 00 $215.59 030 02 00 $421.32 555 053 17 00 $22,185.90 555 114 04 00 $220.14 030 03 00 $0.00 555 054 12 00 $6,377.83 555 114 05 00 $452.48 030 04 00 $0.00 555 081 09 00 $510.24 555 114 06 00 $652.46 030 05 00 $740.00 555 081 10 00 $267.23 555 114 07 00 $1,151.14 030 06 00 $0.00 555 081 14 00 $396.50 555 114 11 00 $330.42 030 0/ 00 $240.00 555 08t 15 00 $216.138 555 114 12 00 $1,594.28 030 08 00 $1,358.46 555 081 16 00 $695.37 555 114 13 00 $1,569.62 030 09 00 $278.41 555 081 17 00 $1,992.94 556 101 01 00 $1,(314.58 • 030 10 00 $339.52 555 082 01 00 $1,855.29 556 101 02 00 $1,815.33 030 11 00 $270.50 555 082 02 00 $244.19 556 101 15 00 $5,492.84 • 030 12 00 $344.51 555 082 03 00 5527.88 556 101 16.00 $2,276.33 030 13 00 $282.92 555 082 04 00 $399.68 556 104 01 00 $2,485.63 030 14 00 $51)0.53 555 082 05 00 $1,137.98 556 104 02 00 $240.00 030 17 00 $1,089.50 555 082 06 00 $960.23 556 104 18 00 $1,820.45 030 20 00 $4,997.45 555 082 10 00 $1,533.33 556 210 25 00 $1,662.72 . J30 21 00 $3,644.29 555 082 11 00 $4,097.40 556 210 26 00 $1,510.43 , 030 22 00 $6,609.58 555 083.21 00 $1,1346.65 556 210 27 00 $1,077.40 i 041 01 00 5878.28 555 083 22 00 $5,094.43 556 212 01.00 $240.00 i 041 02 00 $472.48 555 083 23 00 $2,989.50 556 212 02 00 $240.00 i 041 03 00 $3,616.36 555 083 24 00 $5,751.78 556 212 03 00 $496.74 i 041 04 00 $1,063.44 555 085 01 00 $622,48 556 212 04 00 $276.94 i 041 05 00 $570.74 555 085 02 00 $240.00 556 212 05 00 $419.14 i 041 06 00 $571.49 555 085 03 00 $240,00 556 212 06 00 $563.61 i 041 07 00 $694.46 555 085 04 00 $464.11 556 212 07 00 $754.77 i 041 08 00 $511.82 . 555 085 05 00 $2,791.35 556 331 03 00 $249.09 i 041 09 00 $511.82 555 085 06 00 $187.37 556 331 04 00 $505.91 ', 041 10 00 $1,206.28 555 085 0/ 00 $4,258.90 556 331 05 00 $1,181.45 i 042 10 00 $1,080.70 555 113 04 00 $808.87 556 331 14 00 $2,439.68 i 042 15 00 $3,104.82 555 113 05 00 $792.75 S56 331 15 00 5926.31 i 042 17 00 $3,458 95 555 113 08 00 $1,269.33 556 331 20 00 5/48,13 , 042 18 00 $7.001 7i 555 113 11 00 $2,084,78 556 331 21 00 52•l20.06 J52 04 00 S694.46 555 113 12 00 $1,569.72 556 331 22 00 $1,255.39 i 052 05 00 $649.75 555 113 13 00 $1,133.05 556 331 23 00 $566.21 i 052 OG 00 $471.60 555 114 01 00 $240.00 556 331 24 00 5/ 15.80 i 05? 14 00 $2,453.40 555 114 02 00 $240.00 556 331 25 00 $3,133.35 NATIONAL CITY PB[T) PARCELS TO riF. ASSESSED APN Annual APN Annual Assessment Assessment 556 332 20 00 $1,764.62 556 553 09 00 $515.54 556 332 21 00 $535.59 556 553 12 00 $567.57 556 332 22 00 $375.86 556 553 13 00 $526.29 556 332 23 00 $253.70 556 554 16 00 $4,415.42 556 332 24 00 $1,409.83 556 554 17 00 $6,245.33 556 333 15 00 $2 626.38 556 554 18 00 $1,195.18 556 333 17 00 $4,907:21 556 554 19 00 $569.85 556 333 18 00 $522.19 556 554 20 00 $1,205.03 556 334 19 00 $2,101.81 556 554 21 00 $1,568.79 556 334 20 00 $282.35 556 334 21 00 $410.30 556 334 22 00 S452.14 556 471 03 00 $2,233.31 556 471 04 00 $575.76 556 471 16 00 $1,585.34 556 471 17 00 $2,69126 556 471 23 00 $4,830.57 556 471 24 00 $3,673.51 556 472 23 00 $2,019.79 556 472 24 00 $527.74 556 472 26 00 $3,056.70 556 472 27 00 $265.95 556 473 15 00 $1,526.52 556 473 16 00 $792.75 556 473 17 00 $962.08 556 474 01 00 $1,610.56 556 474 02 00 $739.54 556 474 21 00 $2,527.99 . 556 493 01 00 $1,290.96 SSG 493 04 00 $934.44 556 493 05 00 $240.00 556 553 01 00 $694.46 556 553 02 00 $357 (5 556 553 03 00 $409.23 556 553 04 00 $616.95 55G 553 0500 $1,592.79 AI'N Annual Assessment( APPENDIX f) ENGINEER'S REPORT 27 Edward Henning&Associates URBAN RF.VTTAI.IZATION • FUIJNDING .' Downtown National City Property Business Improvement District CITY OF NATIONAL CITY - CALIFORNIA DISTRICT ASSESSMENT ENGINEER'S REPORT Prepared by Edward V. Henning, California Registered Professional Engineer # 26549 Edward Henning & Associates Phelan California June 1, 2004 13330 Butteinere Rd • Phelan CA 92371 • (760) 868-9963 - (fax) (760) 868-6490 • uue(I2(<)earthlink.net ATTACHMEi Edward Henning & Associates URBAN REVITALIZATION • FUNDING DISTRICT ASSESSM ENT ENGINEER'S REPORT To Whom It May Concern: I hercdry certify to the best of my professional knowledge. and experience that each of the identified benefiting properties located within the proposed Downtown National City Property Business Improvement District will receive a special benefit over and above the benefits conferred on the public at large and that the amount of the proposed assmnent is proportional lo, and no greater than the benefits conferred on each respective property. eciec....(0,/ Prepare • by Edward V. Henning, California Regi.stered Professional Engineer It 26549 Edward V. Hen • RPE #26549 June 12004 Date (NOT VAIJD W17 JIO U7' E,\tBOSSED CERTIFICATION Sh 4 L AND SIGNATUR is HERE) Introduction This report shall serve as the "detailed engineer's report" required by Section 4(b) of Article XI11D of the California Constitution (Proposition 218) to support the benefit property assessments proposed 10 be levied within the Downtown National City Property Business Improvement District (Downtown National City PB1D)nn the City of National City, California being established for a five year period. The discussion and analysis 'contained within constitutes the required "nexus" of rationale between assessment amounts levied and spec ial benefits derived by properties within the Downtown National City PBID. NO M 1: The terminology "identified benefiting parcel" or "property" is used throughout this report pursuant to SII 919 - "Proposition 218 Omnibus implementation Act" which clarified portions of Prop 218. It provides the Engineer and District Consultant with the ability to actually identify individual parcels which will benefit directly either in whole or in part from the proposed DisUict funded propams and improvements and does not imply that all parcels receive assessable benefits 13330 Butlemere Rd • Phelan CA 92371 •(76o) 868-9963 • (fax) (76o) 868-6490 • mred2Capcarthlink.net Edward .l terming & Associates URBAN REVITALIZATION • FIINDIN((.., Background The Downtown National City I'BID is a piopezty-bas d benefit assessment type district being established pursuant to Section 36600 et seq. of the California Streets and Highways Code, also known as the Property and Business Improvement District Law of 1994 (the "Act"). INre to the benefit assessment nature of assessments levied within a PBID, district program costs are to be distributed amongst all identified benefiting properties based on the proportional amount of program benefit each propc►ty is expected to derive from the assessments collected. Within the Act, frequent references am made to the concept of relative "benefit" ieccived from PBID programs and activities versus amount of assessment paid- Only those properties expected to derive special benefits from PBID funded programs and activities may be assessed and only in an amount proportional to the relative benefits expected to be received. Themethod used to determine benefits derived by each identified property within a P1311) begins with the selection of a suitable and tangible basic benefit unit. For property related services, such as those proposed in the Downtown National City PBID, the benefit unit may be measured in linear feet of street frontage or parcel size in square feet or building size in square feet or number of building floors or proximity to major arrridois in average linear feet, or any combination of these factors. Quantity takeoffs for each parcel are then me:asurexl or otherwise ascertained_ From these figures, the amount of benefit units to be assigned to each property can be calculated. Special circumstances srrc:h as unique geography, land uses, development constraints etc. are carefully reviewed relative to specific programs and improvements to be funded by the PBID in order to determine any levels of diminished benefit which may apply on a parcel by parcel or categorical basis. Based on the factors described above such as geography and nature of programs and activities proposed, an assessment formula is developed which is derived from a singular or composite basic benefit unit factor or factors. Within the assessment formula, different factors may be assigned different 'weights" or percentage of values. Next, all program and activity costs, including incidental costs, district administration, ancillary programs, and volunteer and comped resource and material credits are estimated. It is noted, as stipulated in Proposition 218, and now required of all property based assessment districts, indirect and general benefits may not be incorporated into the assessment formula and levied on the district properties; only direct or "special" benefits and costs may be considered- Indirect or general benefit costs must be calculated and factored out of the assessment cost basis to produce a "net" cost figure. In addition, Proposition 218 no longer exempts government owned property from paying benefit assessments and these properties must be factored into the assessment roll if spel..ial benefit is detennined to be conferred upon such proper ties. 2 13330 Butternere Rd • Phelan CA 9237r • (760) 868-9963 • (fax) (76o) 868-6490 • mred2@earthlink_net Edward Henning& Associates URBAN REVITALIZATION • FUNDING From this, the value of a basic benefit unit or "basic net unit cost" can be computed by dividing the total amount of estimated net progrun costs by the total number of benefit units. The amount of assessment for each parcel can be computed ai this time by multiplying the Net Unit Cost times the number of Basic Benefit Units per parcel. This is known as "spreading the assessment" or the "assessment spread" in that all costs are allocated proportionally or "spread" amongst all pioperties within the PBTD. The method and basis of spitcling program costs varies from one MID to another based on local geographic conditions, types of programs and activities proposed, and size and development complexity of the district. PBIDs may requite secondary benefit zones to be identified to allow for a tiered assessment formula for variable or "stepped -down" benefits derived. Supplemental Proposition 218 Procedures and Requirements Proposition 218, approved by the voters of California in November of 1996, adds a supplemental array of procedures and requirements to be carried out prior to levying a property -based assessment like the Downtown National City T'13ID. These requirements are in addition to requirements imposed by State and local assessment enabling laws. These requirements were "chaptcred" into law as Article XIIID of the California Constitution and then further clarified by the Proposition 218 Chnnibus Legislation in 1997 chaptered in section 53750 et seq of the California Government Code. Since Prop 218 provisions will affect all subsequent calculations to be made in laying out the final property assessment roll for the Downtown National City PBID, Prop 218 requirements will be taken into account first. The key provisions of Prop 218 along with a description of how the Downtown National City PBTD complies with each of these provisions is delineated below. (Note: All section references below pertain to Article XIII of the California Constitution): Finding 1. From Section 4(a): "Identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed" - 'Fbere we 153 "identified' individual parcels within the Downtown National City PT.IID which will all derive some • level of special benefit from the proposed District programs and activities. These parcels are shown on the Boundary Map within the Management District Plan and arc listed as an attachment to the Plan - identified by assessor parcel nurnber and site address. Two benefit zones have been identified within the District which generally includes all properties along and surrounding the National City Boulevard corridor from 2"A 10 12'h and the ft Street corridor from ibe freeway to A Avenue. 3 13330 Rutternerc Rd • Phelan CA 92371 • (76o) 868-9963 • (fax) (760) 868-6490 • utred2(a)earthlink.net Edward l lenning & Associates URBAN REVITALIZATION • FUNDING i Finding 2. From Section 4(a): "Separate the general benefits from the special benefits conferred on parcel(s). Only special benefits are assessable. " As stipulated by Prop 218, assessment district programs and activities confer a combination of general and special benefits to district properties, but the only program benefits which can be funded through assessments are those attributed to sp-6al property related benefits. Thus, a portion of the program costs must be considered attributable 10 general benefits and assigned a value. Conventional assessment engineering experience has found that general benefits within a given district typically average 10% of the total adjusted costs with a 5% deviation. (Total adjusted costs include actual proposed P131D program costs phis any additional supplemental or matching program costs as well as applied credits from sources such as start up grants, Board/Committee member service credits and spwalized assessment reductions/adjustments.) There are three common methods for determining general and speCal benefit ratios within assessment districts: (1) The parcel by parcel allocation method (2) The program/activity line item allocation method, and (3) The composite. district overlay determinant method. The vast majority of PB1Ds in California have used Method 113, the composite district overlay determinant method which will be used for the Downtown National City PB1D. Using empirical data from other PB1Ds, a focused range for general benefits from 5-15% is used. Based on a composite of district criteria such as the shape of the Downtown National City P131D, the existence of two benefit zones, a three-four element assessment formula, the proximity all of district properties to the applicable program benefit zoncs, and the nature of the proposed programs and activities, a specific `overlay" value of 5% is assigned to the general benefit portion of the total adjusted costs. This leaves a value of 95% assigned to special benefit related costs. Since the total program cost is estimated at S265,572.01 (see Table I later in this Report), the maximum spc ial benefit portion which can be recouped through property assessments, is S252,293.41. Remaining costs which are attributed to general benefits, will need to be derived from other sources. (e.g. public/private matching grants, startup grants, startup volunteer credits or ongoing board member volunteer ctt;chils). 4 1333o Butternere Rd • Phelan CA 92371 - (760) 868-9963 • (fax) (760) 868-6490 • mred2@earthlink.net Edward Henning& Associates URBAN REVITALIZATION • FUNDING Finding 3. From Section 4(a): "(Determine) the proportionate special benefit derived by each parcel in relationship to the entirety of the_ cost of public improvements) or the maintenance and operation expenses. or the cost of the property related service being provided. The proportionate special benefitcost for each parcel is listed in an attachruent to the Management District Plan. T1rc individual percentages (i.e. proportionate relationship to the total special benefit related program and activity costs) were computed by dividing the individual parcel assessment by the total program costs. Finding 4. From Section 4(a): "No assessment shall exceed the reasonable cost of the proportional special benefit conferred on parcel(s)." Not only are the proposed program costs reasonable due to the benefit of group purchasing and contracting which would be possible through the Downtown National City PBII.), they are also considerably less than other options considenxl by groups like the Downtown National City PBID Formation Committc e ) ndinp 5, From Section 4(a): "Parcels. that are owned or used by any (public) agency shall not be exempt from assessment." Parcels within the District that are owned by public agencies (i.e. City of National City, the Conuuunity Development Commission, Southwestern College etc) will also be assessed and at rates equivalent to private sector owned parcels. The "fair market value" of such public properties is identical to surrounding privately owned parcels and any increased values and benefits derived from PBID programs and services would be similar for either public or privately owned parcels, with or without improvements. Jost as the costs and effects of blight are shared by both public and private properties; so arc the rewards of clean and safe as well as district promotions and marketing programs. Since there is no compelling finding or evidence that such properties would receive less direct benefit from the proposed PBID programs and services than surrounding private parcels, the same assessment rates would be: levied. Finding G. From Section 4(b): "All assessments must be supported by a detailed engineer's report prepared by a registered professional engineer certified by the State of California". Thus report shall serve as the "detailed engineer's report" to support the benefit property assessments proposed to be levied with in the Downtown National City PBID. 1333o Buttemere Rd • Phelan CA 92371 • (760) B68-9963 • (fax) (760) 868-6490 • mred2@earthlink.net Edward Henning & Associates URBAN REVITALIZATION • FUNDING Finding 7. From Section 4(e): "The amount of the proposed assessment for each parcel shall be calculated (along with) the total amount thereof chargeable to the entire district, the duration of such payments, the reason for such assessment and the basis upon which the amount of the proposed assessment was calculated." The individual and total parcel assessments attributable to special property benefits are shown on an attachment to the Management District Plan. The district and resultant assessment payments will continue for five years and may be renewed again at that time. The reasons (purposes) for the proposed assessments an: outlined in the Management District Plan. The calculation basis of the proposed assessment for the PBID is attributed in part to the specific amount of propeity size, building size and street frontage. Special Benefit and Assessment Analysis Step 1. Select "Basic Benefit Unit(s)" PBID assessment formulas typically are based on either property street frontage or parcel and building size or location, all which can affect the amount of benefit conferred on a particular parcel and the proportionate assessment to be paid_ The formula may base assessments on a single factor or a combination of factors. Based on the nature of the program activities to be funded by the Downtown National City PBID, which relate to the proportionate amount of real estate (i.e. land) held in ownership, development intensity (i.e. building area) and property street frontage as well as land use, it has been determined that the assessments for the PBID will be based proportionately on a combination of parcel size, building size, land use and street frontage_ In addition a flat rate will be applied to single family residential (SFR) and residential condo units located on non -residentially zoned land. The "Basic Benefit Unit" will be expressed as a function of land square footage (Basic Benefit "A" Units), building area (Basic Benefit "B" Units - further refined by land use) and linear feet of property frontage (Basic Benefit "C" Units). Based on the shape of .the Downtown National City PBID, as well as the nature of the District program elements, it is determined that two benefit zones exist in which identified properties will gain a direct, albeit, proportionate degree of benefit based ou the respective amount of parcel size, building size, land use and street frontage. Step 2. Quantify Total Basic Benefit Units Taking into account all identified benefiting pioperties, these are 1,465,301 square lent of assessable parcel land area within the District, 448,344 square feet of assessable building area and 21,744 linear feet of property street frontage. In addition, there are 12 assessable single family/condo units Since the selected Basic Benefit Unit is based on a 6 13330 Butieniere Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • inred2@earthlink.net Edward Henning & Associates URBAN K1WITALIZATION • FUNDING combination of parcel arca, building area and street frontage, there arc, in turn, corresponding amounts of Basic Benefit Units in the PBID as shown in Step 7 herein. The target weighted revenues from each formula component were 50% for land area, 30% for building area and 20% for street frontage. The final adjusted weights are 49% for land, 33% for building area, 17% for street frontage and 1% for SFR and condo flat rates. Further, the targeted weighted revenues for each Benefit Zone were 60% for Zone 1 and 40% for Zone 2. The final adjusted weights are 61% for Zone 1 and 39% for Zone 2. Step 3, Calculate Benefit Units for Each Property. The number of Benefit Units for each identified benefiting parcel within the Downtown National City PBID was computed from data extracted from City of National City, San Diego County and third party real estate data services property and land use records. These data sources delineate current land uses, property areas and dimensions of record for each tax para:I and are listed as an attachment to the Management District Plan, While it is understood that this data dots not represent legal field survey measurements or detailed title search of recorded land subdivision rnaps or building records, it does provide an acceptable basis for the purpose of calculating property based assessments. All respu,tive property data being used for assessment computations has been provided to each property owner in the PBID for their review, All known or retorted discrepancies or errors have been corrected. Step 4. Determine Assessment Formula For a District with a single Basic Benefit Unit with one Benefit Zone, the assessment formula would be the sarne for each identified benefiting property as follows: Number of Basic Benefit Units x Basic Unit Cost = PIniD Assessment The Downtown National City PB1D assessment is to be based on three Basic Benefit Unit factors; land square footage (Basic Benefit "A" Uuits), building area (Basic Benefit "B" Units) and linear feet of property frontage (Basic Benefit "C" 'faits), It has been determined that the assessment should be based partially on parcel size, building size and street frontage as follows: Zone 1: Assessment [(No. of Benefit "A-1"Units x Basic "A-1" Unit Cost)) + [(No. of Benefit "B-1" Units x Basic "B-1" Unit Cost)) + ((No. of Benefit "C-1" Units x Basic "C-1" Unit Cost)] Zouc 2: Assessment = [(No. of Bencfit "A-2"Units x Basic "A-2" Unit Cost)] i ((No. of Benefit "B-2" Units x Basic "B-2" Unit Cost)) t ((No. of Benefit "C-2" Units x Basic "C-2" Unit Cost)[ 1 13330 Bottenrere Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • mred2@earthlink.net Edward Henning & Associates URBAN RI TI'A1.I7.ATI0N • FUNDING Note A: Benefit "B" Unit Costs vary based on land use as shown in Table 3 later in this report. Note B:. Assessments for single family residential and residential condos are based on a flat fee per unit as shown in Table 3. Step 5. Estimate Total Program and Activity Costs Total estimated proposed program and activity costs are shown below in Table 1. These costs include expenses for general as well as special benefits and related programs/activities. TABLE 1 Estimated Total Year 1 Program & Activity Costs (Special+i eneral Iteuefiq) Pro • ram Activity Public Rights of Way & Sidewalk Operations District Identity/Streetscape Improvements Administration/Corporate Operations Contingency/Reserve Misc Costs (Credits) Total Year 1 070 S 1 73,000.00 S 1 4,000.00 65.14% S41 ,000.00 S12,722.01 5.7 7% 15.44% 4.79% 524,850.00 9.36% S265,572.01 100.00% Step 6. Separate General Benefits from Special Benefits and Related Costs (Prop 218) Total program and activity costs are estimated at S265,572.01 (see Table 1 above). General benefits are factored at 5% of total (see Finding 2 on page 4 of this report) with special benefits set at 95%. Prop 218 limits the levy of property assessments to costs attributed to special benefits only. The 5% general benefit cost is computed to be S13,278.60 with a resultant 95% special benefit limit computed at $252,293.41. This is the marimurn amount of revenue that can be derived from property assessments from the subject PBID. The total amonnt of revenue proposed to be derived from PBID assessments is $240,722.01 for Year I, which is less than the special benefit limit of S252,293.41. Therefore, no Prop 218 adjustments need to be made to the proposed assessment formula. All program costs associated with general benefits will be derived from sources or credits other than PBID assessments as sbowu below in Table 2. 8 13330 Buttemere Rd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • mred2@earthlink.net L I -- Edward Henning & Associates URBAN REVITALIZATION • FUNDING TABI.E 2 Total Adjusted Year 1 Revenue (For Special -- General Benefit Prugams/Activitie:11 r— -1 .Funding Source Subtotal Revenue % _ - PBID Assessments 1240,722.01 90.64% . PBID Formation Pro -rated Credit/Year (S35,000 base) S7,000.00 2.64% PBID Formation Pro -Rated Volunteer Credit/Year (50% base) T3,500.00 t 1 .32% Annual P.oard/Volunteer Credit (35% hase Admin) S14,350.00 5,40% J TOTAL ADJUSTED REVENUE- i S265,572.01 100.00% Step 7. Calculate "Basic Unit Cost" (Special Benefits Only) With a Year 1 budget of $240,720.01 (special benefit only), the Basic Unit Costs ("A", "13" and "C") from the Management Plan are: TABLE 3 Basic Unit "A" Cost "11-a" Cost 13-b" Cost "13-c" Cost "B-d" Cost "B-e" Cost "B-F" Cost "B-e," Cost "B-h" Cost "B-i" Cost "C" Cost Land Use Description All except SIR"and condos Retail, hotels, motels, visitor Office, commercial, pkg struc. Industrial, manufacturing Institutional, government etc Residential 20+ units Residential 9-19 units Residential 2-8 units Single family residential Re idential Condo All except SFR and condos Benefit Zone 1 $0.0841 /sf 50.1886/sf 50.1696/sf 50.1696/sf $0.1577/sf 50.1485/sf 50.1485/sf 50.1485/sf S240 flat rate S240 flat rate S 1.8264/1.1' Benefit Zone 2 $0.0757/sf 50.1697/s1 S0. t 697/sf 50.1697/sf SO. 1578/sf 50.1485/sf 50.1485/sf 50.1485/sf $240 flat rate $240 flat rate 51.8264/LF Since the PBID is planned for a five year teen, maximum assessments for future years (Yews 2 through 5) must be set at the inception of the PBID. A maximum annual flat rate increase of S% may be imposed each year, subject to approval by the PBID Board. 9 1333o Buttemcre Rd • Phelan CA 92371 • (760) 863-9963 - (fax) (760) 868-6490 • mred2Cthearthlink.net • Edward Henning & Associates URBAN REVITALIZATION • FUNDIN( Step 8. Spread the Assessments The resultant assessment spread calccilations for each parcel within the PBID are shown in an attachment to the District Management Plan and were determined by applying. the District assessment formula 10 each identified benefiting property. This list of all identified benefiting parcels in the P1311) delineates each parcel and benefit units for property street frontage and parcel area. 10 13330 Buttemere Kd • Phelan CA 92371 • (760) 868-9963 • (fax) (760) 868-6490 • rnred2@)earthlink.net Edward Iienning & Associates URBAN REVTIALIZATION • F[TNDING F,DWARD HENNING & ASSOCIATES Edward Henning and Associates is a multi -disciplined consulting firin offering a diverse range of cxornrnunity development and furxling services fix -using on downtown business districts and the unique problems and opportunities associated with center city areas. Types of services provided • Business Improvement District (BID & PBID) Formations, Modifications, Expansions, Updates • Prop 218 Assessment Engineering Analyses and Reports (Licensed Engineer) • Downtown Revitalization Plans/Redeveloprncnt Planning and Implementation - Establish/Administer/Field Supervision for Rehabilitation Programs and Projects • Architectural Design Guidelines/ Sign Ordinancxs Partial list of agencies and clients represented • Town of Apple Valley • City of Berkeley • City of Buena Park • City of Culver City • City of Huntington Park • City of Huntington Beach - City of Los Angeles - Gateway to LAX - Historic Downtown Core - Hollywood District - Melrose/Fairfax — Larchrnont - Los Feliz - San Fernando Valley (6 areas) - San Vicente - Wilshire Center • City of Monterey Park • City of Napa • City of Newport Beach • City of Ontario (Downtown) • City of Oxnard • City of Pasadena • Placer County (Tahoe City) • City of San Francisco (Union Square) • City of Vacaville • City of Whittier • City of Yucaipa PBID Formation (Village) BID Formation (Downtown) BID Formation Analysis (Auto Row & Entertainment Corridor) BID Formation (Downtown) BID Formation (Pacific Blvd.) BID Formation (Auto Row District) PBID Formation & Renewal (Prop 218 Compliance) PBID Formation (Prop 218 Compliance) PBID Formation (Pmp 218 Compliance) PBID Formation (Prop 218 Compliance) PBID Formation & Renewal BID Formation PBID Formation (Prop 218 Compliance) Private Sector PBID Formation Hybrid BID/PBID Formation BID Modification (Downtown) PBID Formation (Downtown) BID Advising BID Modification PBID Formation (Downtown) PBID Formation (Playhouse District) Citywide Tourist Improvement District (TID) PBID Formation (Downtown) PBID Formation (Prop 218 Compliance) BID Formation (Downtown) Citywide Tourist Improvement District Evaluation (TIT)) BID Modification (Uptown) PBID Formation £x. Ite.newal(Uptown) I1 1333o Buttemere Rd • Phelan CA 92371 • (76o) 868-9963 • (fax) (760) 868-6490 • mred2@earthlink.net 0 MORGAN SQUARE DISTRICT 1,000 DOWNTOWN SP 2,000 3,000 Feet 4,000 DOWNTOWN NATIONAL CITY PROPERTY BUSINESS IMPROVEMENT DISTRICT PARCELS TO BE ASSESSED ANNUAL ANNUAL ANNUAL , C, APN ANNUAL SESSMENT APN ANNUAL ASSESSMENT APN 555-030.01-03 555-030-02-.0 555-030-03-00 555-030-04-03 555-030-05-00 ASSESSMENT S240.00 5427.32 $0.00 $0.00 $240.00 Arn 555-042-18-0C 555-052-04-00 555-052-05-00 555-052-06-00 555-052-14-00 maocoomci,i 57,00177 $694.46 $649.75 S471.60 52,453.40 555-085-06-00 555-085-07-00 555-113-04-00 555-113-05-00 555-113-08-00 $187.37 $4.258.90 $908.87 $792.75 $1,289.33 556.212-04-00 556-212-05-00 556-212-C6-00 556-212-07-00 558-331-03-00 5276.94 S419.14 S563.51 S734.77 $249.09 556471-23-00 556-471-24-00 556-472-23.00 - 556-472-24-00 $4.830.57 S3,673.51 52,019.79 S527.74 4fu6Ker2d26+ 0,J',--.-'..'S 056:'70' 5265.95 555-030-06-0C $0.00 555.052-15-00 S2,361.54 555-113-11-00 $2,084.78 556-331-04-00 $505.91 556-472-27-00 $1.526.52 555-030-07-00 $240.00 555-053-17-00 $22,785.9C 555.113-'2-00 51,569.72 556-331-05-00 $1,181.45 556-473-15-00 $792.75 555.030-08-00 $1,358.46 555-054-12-00 58,377.83 555-113-13-00 $1,133.05 556-331-14-00 52,439.68 556.473-16.00 $962.08 555.030-09.00 S278.41 555-081-09-00 5510.24 555-114-31-00 $240.00 556-331-15-00 $925.31 556-473-17-00 $1.61C.56 555-030-10-00 5339.52 555-0E1-10-00 5267.23 555.114-02.00 $240.00 556-331.20-00 $748.13 558-474-01-00 $739.54 555-030-11-0C 5270.50 555-081-14-00 $398.50 555-114-03-00 $215.59 556-331-21-00 $2,720.06 556474-02-00 $2,527.99 555-030-'2.0C $344.51 555-081-15-00 $216.88 555-114-04-00 $220.14 556331-22-00 $1,255.39 558-474-21-0.0 $1,290.96 555-030-13-00 528292 555-081-16-00 $695.37 555-114-05-00 5452,48 556-331-23-00 $566.21 556-493-01-00 $934.44 555-030-14-00 5500.53 555-081-17-00 $1.992.94 555-114-03-00 S652.46 556-331-24-00 $715.80 556-493-04-00 $240.00 555-03017-00 51,089,50 555-082-01-00 51.855.29 555-114-07-00 S1,151.14 556-331-25-00 S3,133.35 556-493-05-00 S694.46 555.030-20-00 54,997,45 555-082-02-03 5244.19 555-114-11-00 5330.42 556-332-20-00 S1,764.62 556-553-01-00 $357.75 555-030-2'-00 53,644.29 555-082-03-00 $527.88 555-114-12-00 $1,594.28 556-332-21-00 5535.59 556-553.02-00 5409.23 555-030-22-30 $6,609.58 555-082-04-00 $399.68 555-114-13-00 51,569.62 556-332-22-00 S375.88 556-553-03-00 3616.95 555-041-01-00 $878.28 555-082-05-00 51,137,98 558-101-01-00 51,614.58 556-332-23-00 5253.70 556-553-04-00 555.041-0200 347248 555-082-06-00 $950.23 558-101-02-00 $1.815.33 556-332-24-00 51.409.83 556-553-05-00 51,592.79 $1,324.56 555-041-03-CO 53,616,33 555-082-10-00 $1,533.33 558-101-15-00 $5.492.84 556-333-15-00 $2,628.38 556-553-14-00 5284.84 555-041-04-00 $1,063.44 555-05211.00 5409740 556-101.16-03 52.278.33 555.333-17-00 $4.907.21 556-553-15-00 54,41542 555-041-05-03 $57074 55-08'3.2:r40 "S1S 4*86' 556-104-01-00 $2.485.83 558-333-18-00 $522.19 556-554-16-CO 16 245,33 555-041-06-00 $571.49 5, 5$8 r22-0Q ] t1'43: 556-104-02-00 $240.00 555-334-19-00 $2.101.81 556-554-17-03 51195,18 555-041-07-CO 369446 .555-08372 -C40 350.' 556-104-18-03 $1,820.45 556-334-20-00 $282.35 556-554-15-03 $569.85 555 341-08-00 S511.82 555-00 24 00 0.178`.: 556-210-25-00 $1,662.72 556-334-21-00 $410.30 556-554-19-CO $1,205.03 555-341-09-03 351'.32 555-085-01-00 5622.48 556.210-26-00 51,51043 556-334-22-00 $452.14 556.554-20-0.0 51.568.79 15584'1G3 ¢r '` 527.233317556-554.21-03 te``- 555-041-10-00 3',2C6.28 555-085-02-00 S240.00 556.210-27-00 $1,077.40 F,S5t;473?049¢1 a "$575'.787 555-042-1C-03 51,080.70 555-085-03-00 5240.00 556-212-01-00 5240.00 556471-16-00 51,585,34 555-042-15-03 $3,104.82 555-085-04-00 S464.11 556.212-02.00 $240.00 555-042-17-03 S3.458.95 555-3E5-05-00 $2,797.35 556-212-03-00 $496.74 556471.17-00 $2,691.26 $38.804.63 577,577.89 $39,743.35 $39,183.49 545479.28 $C 00 $15.882 56 $0 DC $2,809.07 53,056 70 S38 604.63 $81,995.33 539,743.35 $36,374.42 $42,422 58 [NOTE.: Items highlighted are owned by Public Agencies-enti zehouli(4riot be A ;tid§sedthFP,U9h the Coypty'AssessoeS Off1ce1 lthey should be bhled.dlrectly tiyithe,Finance pepartment-of the•City.of,t' ati0nalZity.' •. .S240,688,64 Total Assessments )21,548.33 Total Public Parcels 5219,140,31 Total Assessments less Public F City of National City, California COMMUNITY DEVELOPMENT COMMISSION AGENDA STATEMENT 23 MEETING DATE luly 17, 2007 AGENDA ITEM NO /fEM TITLE / REPORT: Submission of Fiscal Year 2006-2007 Downtown National City Property Business improvement District (Morgan Square Community Benefit District) Annual Budget, List of Board of Directors, 2006 and 2007 Profit and Loss Statements, and the 2006 Independent Auditor's Report. PREPARED BY DEPARTMENT Jacqueline Keynoso (ext. 4293) Economic Development Division Community Development Coordinator EXPLANATIONS Since the formation of the National City Property Business Improvement District in fiscal year 2004- 2005, the District is required to submit their annual budget and a list of their Board of Directors on a yearly basis. On January 24, 2007, The California Attorney General, pursuant to Corporation Code section 5813.5, approved a Certificate of Amendment of Articles of Incorporation of Morgan Square District, voted on and approved by the Board of Directors, to change the status of the corporation from a nonprofit public benefit corporation to that of California Mutual Benefit Corporation. The name of the corporation is Morgan Square Inc. Pursuant to this new designation, Morgan Square Inc. developed and approved the Bylaws of Morgan Square Inc, wherein under Article 10, Section 1., the Board approved the fiscal year of the Corporation to ,egin January 1 and end on December 31 of each year. The attached financial documents report Morgan Square's financial activities covering the above mentioned time period for fiscal year 2006 and year to date fiscal year 2007. Environmental Review N/A Financial Statement N/A STAFF RECOMMENDATION Accept and file report. 1 ATTACHMENTS Resolution No. 1. Annual Budget 4. 2007 Profit and Loss statement with backup 2. Board of Directors 5. 2006 Independent Auditor's Report L3. 2006 Profit and Loss Statement with backup A-200 (9/80) in MORGANSOUARE THE HEART OF SOUTH BAY DISTRICT GOVERNANCE AND THE MORGAN SQUARE DISTRICT ADMINISTRATION: Morgan Square, Inc., a non-profit management corporation composed of property and business owners in the downtown district of National City. President: Patti Finnegan - Niederfrank's Ice Cream Vice President: Marcia Nordstrom - Trophy Lounge Secretary: Ditas Yamane - The Phone Shop, Inc. Treasurer: Nilesh Patel - Howard Johnson's - NC Board of Directors: Mike Arellano - Mc Dini's Restaurant Jim Beauchamp - Parkside Towers Emesto Guzman — Plaza Management Josh Knoefler — Knoefler Enterprises Sharon Meints - Appliance Parts Center Juan Jose Torres - Bay Theatres Mike Sunshine - General Bead Factory John Webster, Sr., - National City Chamber of Commerce Benefit Zones: The Morgan Square District Benefit Zones are created based upon the frequency and type of special benefit services that might be desired. The core area is National City Boulevard and 8th Street and may need special benefit services, have large special events and be the focus of many promotional activities. Benefit Zone Zone 1 (core area) Zone 2 (peripheral area) Boundaries National City Boulevard from 2nd to 12th Street 8th Street from the Interstate 5 freeway bridge to A Avenue All other streets in the district not included in Benefit Zone 1 1 Downtown National City Property Improvement District 835 D Avenue National City, CA 91950 Tel: (619) 477-9188 email: morgansauaret8Cox.net Consistent with state law, any property assessment district must confer a special benefit to real property owners paying into the assessment district. At times, specific parcels will derive greater benefit, due to their proximity to a "core" area. These core and peripheral parcels, will from time to time, be designated through "benefit zones." The Morgan Square District has two benefit zones, each receiving varying degrees of special benefits funded from the assessment district. JANUARY — DECEMBER 2007 WORK PLAN AND BUDGET SERVICES: Special benefit services to be financed by the Morgan Square District will primarily include funding the following types of services: 1. Public Rights of Way and Sidewalk Operations (PROWSO) may include the following special benefit services, based upon prioritization by the District Management : $ 200,000.00 • Sidewalk sweeping; • Beautification; • Decorations and banners; • Enhanced trash receptacle placement and regular emptying; • Removal of bulky items; • Tree and shrub planting and maintenance • Work with City on hazardous issues; • Maintenance of public order in the sidewalks; ■ Security • Homeless intervention; • Equipment, supplies, tools; ■ Misc. 2. District Identity and Streetscape Improvement (DISI) (Predominantly in Benefit Zone 1) $ 75,000.00 • Special events • Web site • Pedestrian kiosks/signage • Underwriting advertising coop for hotel and retail 2 Downtown National City Property Improvement District 835 D Avenue National City, CA 91950 Tel: (619) 477-9188 email: moruansauare@cox.net 3. Administration and Corporate Operations: .. .$ 25,000.00 • Staffing; • Insurance; ▪ Office related expenses; • Misc. 4. Contingency / Reserve: $ 16,232.13 • Asset Implementation • Delinquencies • City costs • County costs • Hardship • Reserves Total $ 316,232.13 Total District Assessments Aug - Dec, 2007 $ 120,338.39 Roll Over Balance from 12/ 2006 $ 195,893.74 Total Operating Budget $ 316,232.13 Thank you. "'■ MORGANSQUARE THE HEART OF SOUTH BAY Ditas Yamane Secretary 3 Downtown National City Property Improvement District 835 D Avenue National City, CA 91950 Tel: (619) 477-9188 email: moraansauare@cox.nel Morgan Square District - the heart of Southbay ! The future of Southbay! Board of Directors 1 T Name Business Name Telephone Email Address Year Patti Finnegan - President Nlederfranks Ice Cream (619) 477-0828 niederfranks@aol.com 2007-2009 Marcia Nordstrom - Vice President Trophy Lounge (858) 945-6272 I pbnordsy@aol.com 2007 Ditas Yamane - Secretary The Phone Shop, Inc. (619) 474-3500 f ditasyamane@cox.net 2007-2009 Nilesh Patel - Treasurer Howard Johnson Hotel 619-368-3061 { npatel@hojosd.com 2007 -1- —t Directors _r i Mike Arellano Mc DIni's Restaurant (858) 481-3032 1 no email _I____ 2007 Jim Beauchamp T Parkslde Village (619) 477-7700 I jlmnchp@attglobal.net 2007-2009 . Ernesto Guzman Plaza Management (619) 952-170 1 ernestoguzman 98@hotmail.com 2007-2009 Josh Knoefler The Green Village (858) 578-8686 josh@knoeflerenterprises.com 2007 Sharon Meints Appliance Parts Center (619) 921-8738 sharon@appliancepartscenter.com 2007 Juan Jose Torres Bay Theatres (619) 482-4924 I Cell: (619) 227-1209 2007 _ _ _ _ Mike Sunshine _ General Bead Company (619) 336-0100 genbead@sbcglobal.net _I 2007-2009 Melyn Acasio j_ NC Chamber of Commerce (619) 474-7505 jwebster@ci.national-city.ca.us 2007-2009 T 1 1 1 T H C - EART 1 O r O O U T H D A Y —.- —I-- -- — --f- -1--MORGANSQUARE 1 --. -.. -- -- ---__— _. __..---- I--.-.._.. __ _._ Morgan Square District Profit & Loss January through December 2006 Ordinary Income/Expense Income 4100-Property Tax Assessment 4101-District Improvement Tax Total 4100-Property Tax Assessment Jan - Dec 06 231,371.47 231,371.47 4200 - Other Income 3,500.00 Total Income 234,871.47 Expense 6200-Operations 0.00 6200 - Operations Expense 6202 - Gen. Liability Ins. 500.00 6205 -Taxes & Licenses 139.00 6206 - Errors & Ommissions 1,800.00 6208 - Advertising Expense 661.63 6209 - Membership Fees 100.00 6210 - Bank Charges 149.59 6211 - Miscellaneous Expense 224.22 6212 - Donations 6,700.00 6213 - VOID Checks 0.00 Total 6200 - Operations Expense 10,274.44 6300 - Basic Admin. Fee 6400 - Professional Services 6401 - Urban Corps SD 6403 - Super Signs 6404 - Legal Services 6405 - Accountants 6406 - Award Signs Co. Total 6400 - Professional Services Total Expense Net Ordinary Income Net Income 19,800.00 108,000.00 9,239.56 5,672.00 2,500.00 14,279.00 139,690.56 169,765.00 65,106.47 65,106.47 Page 1 of 1 1100•Curront Assets 1101-Cash In Bank 0484 Total 1101-Cash In Bank 0484 1102-Cash In Bank 0468 Morgan Square District Transaction Detail by Account January through December 2006 Type Date Num Name Memo Debit Credit Balance Transfer 06/09/2006 Funds Transfer 49,000.00 -49,000.00 Transfer 06/09/2006 Funds Transfer 50,000.00-99.000.00 Transfer 05/092006 94.31-99,094.31 0.00 99,094.31-98.094.31 Check 01/13/2006 5114 Urban Corps • San Diego Invoice if 05-0138 9,003.03 -9.000.00 Check 01/13/2006 5115 DIGS Vamane 1205 Basic Admin Fees 1,800.03 -10.800.00 Check 01/31/2006 5116 Super Signs District Banners 2,500.00 -13.300.00 Deposit 02/01/2006 Deposit 46,083.81 32.783.81 Check 0210/2006 5117 George H. Waters Nutrition Center NC Public Safety Foundation donation 200.00 32.583.81 Deposit 0215/2006 Deposk 63.768.39 96.352.20 Check 02/28/2006 Service Charge 147.59 96,204.51 Check 03/03/2006 5118 Urban Corps - San D.ego 08-0238 9,000.00 , 87.204.61 Check 03/16/2006 5119 NC Police Officer Association Donation -'Baker to Vegas' 1,000.00 86.204.61 Check D3/31/2006 Service Charge 2.00 86.202.61 Deposit 04/04/2006 Deposit 10,281.18 96483.79 Check 04/10/2006 5120 Urban Corps - San Diego 06-3338 9,000.00 87.483.79 Check 05/05/2006 5121 Urban Corps - San Diego 06.0439 9,000.00 78,483,79 Check 05/05/2006 5122 VOID Check 0,00 78,483.79 Check 05/05/2006 5123 de Castro, P.C. Legal Engagement Service 750.00 77.733.78 Check 05/09/2006 5124 Save National CIty Proposition D 1,030.00 76.733.79 Check 05/18/2006 5125 Dltas Yamane January. 2006 Basic Admin. Fee 1,800.00 74.933.79 Check 35/18/2006 5126 Urban Corps - San D ego 06-0538 9.000.00 65.933.79 Depose 05/25,2006 - Deposit 2,908.09 - 68.841.88 Deposit 05:25/2006 Deposit 8,222.60 77.064.48 Ceposit 05/252006 Deposit 1,000,00 78,084.48 Check 05;30/2006 5127 Ditas Yarnane Feoruary, 2006 - Basic Adm n Fee 1,800.03 76.264.48 Check 05;30/2006 5128 Bay View Suites Meeting 5/12/06-USS Horne 224.22 76.040.26 Transfer 06/09/2006 94.31 76.134 57 Check 06/12/2006 5129 SD Recorder r County Clerk FBN 29.00 78.105.57 Check 06/12/2006 5130 City of National City Business License 100.00 76,005.57 Check 06/15/2006 5131 de Castro, P.C. Professional Services • Inv. a 4897 582.00 75,423.57 Deposi: 06A6/2006 Deposit 5.865.00 81,28857 Check 06,20/2006 5132 The Hartford Gen. Liaoilly In.suran o 503.00 80,788.57 Check 0620/2006 5133 Ditas Vamane March. 2005 Basic Admin Fee 1,800.00 78,998.57 Check 06/26/2006 5134 Urban Corps - San D:ego 06-3639 9,000.00 69.968.57 Deposit 06.'30:2006 Deposit 13,847.62 83,836.19 Page 1 of 6 Type Date Morgan Square District Num Transactieaefletail by Account Memo January through December 2006 Deposit 07/12/2006 Deposit 07/12/2006 Deposit 07/12/2006 Check 07/28/2006 5135 Check C712812005 5136 Check 07/28/2006 5137 Check 07/2812906 5138 Check 07/28/2006 5139 Check 07/28/2006 5140 Check C8.'1712006 5141 Check 08/17/2906 5142 Check 08.'17/2006 5143 Check 08/17/2006 5144 Check 09.'17/2006 5145 Cneck 09:17/2006 5148 Cneck 09/17/2006 5147 Check 09.'17/2006 5148 Check 09/20/2006 5149 Check 09/20/2006 5150 Check 09120/2006 5151 Chock 99/20/2006 5152 Check 0920/2006 5153 Deposit 11/09/2006 Check 11/16/2036 5154 Check 11/16/2006 5155 Check 11/25/2006 5156 Check 1205/2006 5157 Check 12/11/2006 5158 Check 12/11/2006 5159 Deposit 1219,2006 Check 1228/2006 5160 Check 12/28'2006 5161 Check 12/28/2006 5162 Check 12/28.'2006 5163 Check 12/28.'2006 5164 NC Chamber of Commerce Ditas Yamane Urban Corps - San Diego de Castro, P.G. Super Signs Sonnenberg 8 Company, CPA's Award Sign Company State Farm Insurance Co. Ditas Yamane de Castro, P.C. Urban Corps - San Diego Sonnenberg F. Company, CPA's Ditas Yamane NC Chamber of Commerce Franchise Tax Board Ditas Yamane Urban Corps -San Diego de Castro, P.C. VOID Check Urban Caps - San Diego Ditas Yamane Award Signs Company Revolution 5K Run/Walk Urban Corps - San Diego Revokmon 5K RunnNalk Award Signs Company Urban Corps - San Diego Dilas Yamane de Castro, P C Ditas Yamane Deposit Deposit Deposit Auto Heritage Booth - Advertising April, 2006 Basic Admin Foe 06-0738 Invoice # 4945 Invoice # 101 District.Banners Progress BB # 1 Morgan Square Banner Reference # 1470302 May 08 Basic Admin Fee invoice 8 4992 Invoice # 06-0838 Full Payment • Audit FY 2005 June 08 Basic Admin Fee Membership Dues 09/2006-09,2007 Form 199 July, 06 Bask Admin Fee Invoice # 06-0938 'evoke # 6047 Deposit Invoke # 06-1038 August Basic Admin Invoice # 1091 Sponsorship • NC Event invoke # 06.1138 As Fiscal Agent to Revolution 5K Run Deposit Full Payment Holiday Banners Invoice it 06.1130 Sep:. 06 Basic Admin invoke a 5255 October 2006 Basic Admin Fee Debit 65.121.48 347.22 13 409.06 G.09 1,517.02 2,500.00 'oral 1102-Cash In Bank 0468 234,965.78 Credit Balance 590.00 1,800.00 9,000.00 270.00 6,739.56 1,000.00 161.63 1,800.00 1,800.00 216.00 9,000.00 1,500.00 1,800.00 100.00 10.00 1,800.00 9,000.00 954.00 9,000.00 1,800.00 5,000.09 2,000.03 9,000.00 2,500.00 9,279.00 9,000.00 1.800.00 2,903.00 1.800.00 169,765.00 148.957.67 149.304.89 '82 713.95 162.213.95 180.413.95 151.413,95 ,51.143.95 144.404,39 ' 43.404.39 143.242.76 141.442.76 139.642.76 139.426.76 130.426.76 128,926.76 127,126.76 127,026.76 127.016.76 125,216.76 116.216.76 115.262.76 115,262.76 116.779.78 107.779.78 105,979.78 100.979.78 98.979.78 89.979.78 87.479.78 89,979.78 80,700.78 71,700.78 69,900.78 67,000.78 65,200.78 65,200.78 Page 2 of 6 1103-Cash In Bank 3688 - NCMA Total 1 103-Cash In Bank 3688 - NCMA U80C-0079116485 Total „30C 0079118485 UBOC-0079118493 Total J30C-0079118493 Total 1100-Cu•rent Assets 4100-Property Tax Assessment 4101-District Improvement Tax Total 4101-District Improvement Tax Total 4100-Fropony Tax Assessment 4200 - Other Income Total 4200 - Other ncome Morgan Square District Typo Date Num TransactionZetail by Account Mama Check 02/01/2006 Deposit 03/08/2006 Check 03.131/2006 Check 04/28/2006 Deposit 06!09/2006 Transfe• 0610912006 January through December 2006 Union Bank of CA Service Charge Check Printing Reversal Fee Service Charge Service Charge Service Charges Reversal f•cm UBOC Funds Transfer Transfer 06109:2006 Funds Transfer Transfer 08/09/2006 Funds Transfer Transfer 06/09,2006 Funds Transfer Debit Credit Balance 11.99 -11.99 11 99 0.00 77.35 -77.35 23.0C -100.35 100.35 0.00 _ 1,000.00-1,000.00 112.34 1.112.34 -1,000.00 49,000.00 1,030.00 50,000.00 50,000.00 50,000.00 335,078.12 49,000.00 50,000.00 0.00 50.000.00 50.000.0C 0.00 50,000.00 269,971.65 85.106.47 Deposit 02/01/2006 206272 NC - CDC PBID Assessment 48,083.81 -46,083.81 Deposit 02/15/2006 206505 NC • CDC Deposit 63,768.39-108.852.20 Deposit 04/04/2006 15918 CDC - NC Invoice #FY05-06PBID -03/23i06 10,281.18 •120,133.36 Deposit 05/25/2006 208150 CDC - NC Invoice # 05/02/06 -1 : 05/02/2006 FY 05-06 Apportionment 48 2.908.09-123,041.47 Deposit 05/25/2006 208149 CDC - NC Invoke # 05102/06-2: 05/02/2006 - FY 05-08 Apportionment #7 8.222.60 -131,264.07 Deposit 06/16/2006 16159 CDC -NC FY2004.05 PBID 5.865.0C -137,129.07 Deposit 06/30/2006 208708 CDC - NC • 06/05/06 fy05-06 Apportionment if 9 13.847.62 -150,976.69 Deposit 07/12/2006 209108 CDC - NC FYOS-o6 Apportionment Si 10 65.121.48 -216,098.17 Deposit 07/12/2006 209059 . CDC - NC FY 05-06 Apportionment # 11 34722 -216,445.39 Deposit 07/12/2006 209058 CDC - NC FY 05-06 Apportionment # 12 13,409 06-229.854.45 Deposit 11/091,euviu 211097 CDC - NC 10/10/06- FY05-06 Apportionment N 13 1,517.02 -231.371.47 0.00 231,371.47 -231.371.47 Deposit D5;25,2006 1106 Save National City Deposit 12;19,2006 192575 Revolution 5K Runit'iala Refund cf Donation Fisca' Agent for Revolution 5K Run - SD National Balk 0.00 231,371.47 -231,371.47 1,000.00 -1,000.00 _ 2.500.00-3,500.00 0.00 3.500.00-3,500.00 Page 3 of 6 6200.Operations Morgan Square District Type Date Num TransactioneDetall by Account Memo Check January through December 2006 06/20:2006 5132 The Hartford Debit Credit Balance Gen. liability Insurance 0.00 Total 6200-Operations 0.00 0.00 0.00 8200 - Operations Expense 6202 - Gen. Liability Ins. Total 0202 - Gen Liability Ins. 6205 -Taxes & Licenses To:al 6205 - Taxes & Licenses 6206 - Errors & Ommisslons Total 6206 - Errors & Ommissions 6208 • Advertising Expense Total 6203 - Acvertising Expense 6209 - Membership Fees Check 06,20/2006 5132 The Hartford Renewal General Lability Insurance 500.00 500.00 500.00 0.00 500.00 Check 09/12/2006 5129 SD Recorder / County Clerk Fictitious Business Name 29.00 29.00 Check 06/12/2036 5130 City of National City Business License 100.00 129.00 Check 09,20,2008 5149 Franchise Tax Board Form 189 10.00 139.00 139.00 0.00 139.00 Check 08/1712006 5142 State Farm Insurance Co. Reference a 1470802 - Errors & 0mmissions 1,800.00 1.800.00 160000 0.30 1,800.00 Check 07/28/2006 5135 NC Chamber of Commerce Auto Heritage Booth 500.00 500.00 Check 08/17/2006 5141 Awara Sign Company Morgan Square Banner 161.63 661.63 661.63 0.00 661,63 Check 39/17/2036 5148 NC Chamber of Commerce Memoershlp 09,2006-09/2007 100.00 100.00 . Total 6209 - Membership Fees 103.00 0.00 100.00 6210- Bank Charges Check 02,01,/200B Service Charge 11.99 11.99 Check 02,28/2006 Service Charge 147,59 159.58 Deposit 0308/2006 Union Bank of CA Check Printing Reve•sal Fee 11.99 147.59 Check 03,31/2005 Service Charge 77.35 224.94 Check 03.'3112006 Service Charge 2,00 226.94 Check 04l28/2008 Service Charge 23.00 249.94 Deposit 06,09/2006 Se'vlce Charges Reversal from UBOC 100.35 149.59 Total 6210 - Bank Charges 261.93 112.34 149.59 6211 -Miscellaneous Expense Chad, 05/30/2006 5128 Bay View Suites Meeting Venue 5.'1203 224.22 224.22 To:al 6211 - Mscellaneous Expense 224.22 0.00 224.22 Page 4 of 6 6212 -Donations Total 6212 - Donations 6213 -VOID Checks Tota' 6213 - VOID Cnecks Total 6203 - Operations Expense 6300 - Basic Admin. Fee Total 6300 - Basic Admin. Fee 6400 • Professional Services 6401 - Urban Corps SD Type Check Check Check Check Check Check Check Date Morgan Square District Num Transactiolnhetail by Account Memo 02/10/2006 5117 03/16/2006 5119 05/09/2006 5124 12/05/2006 5157 12/11/2006 5159 05/05/2006 5122 09/20/2006 5153 January through December 2006 George H. Wate•s Nutrition Canter NC Police Officer Assodatlon Save Naticnal City Revolution 5K Run,1'JaIK Revolution 5K Bunn/Valk VOID Check VOID Check Check 01/13/2006 5115 Ditas Yamane Check 05/18/2006 5125 Ditas Yamane Check 05/30/2005 5127 Ditas Yamane Check 06/20/2006 5133 Dias Yamane Check 07/28/2006 5136 Ditas Yamane Check 08/17/2006 5143 Jitas Yamane Check 09/172006 5147 Ditas Yamane CheCK 09/20/2006 5150 Ditas Yamane Check 11/16/2006 5155 Ditas Yamane Check, 12/28/2006 5162 Ditas Yamane Check 12/28/2006 5164 Dltas Yamane Chock 01/13/2006 5114 Urban Corps - San Diego Check 03/03/2006 5116 Urban Corps - San Diego Check 04/10/2006 5120 Urban Corps - San Diego Check 05/05/2006 5121 Urban Caps - San Diego Cneck 05/18/2006 5126 Urban Corps - San Diego Check 06::26/2006 5134 Urban Corps -San Diego Check 07128/2006 5137 Urban Corps- San Diego Check 09/17/2006 5145 Urban Cups • San Diego Check 09/2012005 5151 Urban Corps - San Diego Debit Credit Balance NC Public Safety Foundation conakon to launch or. Donation 'Baker to vegas' Proposition D Revolution 5K RurvAValk Fiscal Agent to Revolution 5K Run - for SDSB Void. December. 2005 Basic Admin Fee January. 2006 Basic Admin. Fee February, 2006 - Basic Admin. Fee March, 2006 Basic Admin Fee April, 2006 Basic Admin Fee May 08 Basic Aomin Fee June 06 Basic Admin Fee July 06 Basic Adman Fee August 2006 Basic Admin Fee -MULTIPLE - October 2006 Basic Admin Fee Invoice a 05.0138 Invoice a 08-0238 Invoice N 06-0338 Invoice a 06-0438 Invoice 6 06-0538 Invoice A 06-0635 Invoice a 06.0738 Invoice a 06-0838 Invoice a 06-0938 200.00 1,000.00 1,000.00 2,000.00 2,500,00 6,700.00 0.00 0.00 10,386.78 1,800.00 1,800.00 1.800.00 1.800.00 1,800.00 7.800.00 1.800.00 1,800.00 1,800.00 1,800.00 1.600.00 19.800.00 9.000.00 9.000.00 9,000.00 9,000.00 9.000.00 9,000.00 9,000.00 9,000.00 9,000.00 0.00 0.00 112.34 0.00 200.00 1.200.00 2.200.00 4.200.00 6.700.00 6.700.00 0.00 0.00 0.00 10,274.44 1,800.00 3.600.00 5,400.00 7,200.00 9.000.00 10,800.00 12,600.00 14,400.00 16,200.00 18,000.00 19,800.00 19,800.00 9,000.00 16,000.00 27,000.00 36,000.00 45.000.00 54,000.00 63,000.00 72,000.00 81,000.00 Page 5 of 6 Total 6401 - Uroan Corps SC 6403 - Super Signs Total 6403 - Super Sigrs 6404 • Legal Services Tcta 6404 • Legal Services 6405 • Accountants `otal 6405 - Accountants 6406 - Award Signs Co. Morgan Square District Type u► Date Num Transactia1)etail by Account Memo Debit Credit Balance January through December 2006 Check 11/16/2006 5154 Urban Corps - San Diego Invoice 406-1038 9.000.00 90.000.00 Check 12/11.'2606 5158 Urban Corps • San Diogo Invoice a 06-1138 9.000.00 99.003.00 Check 12'28.'2006 5161 Urban Corps • San Diego Invoice a 06-1130 9.000.00 108.000.00 108,000.00 0.00 108.000.00 Check 01/31/2006 5116 Super Sgns District Banners 2,500.00 2,500.00 Check 07/28.12005 5139 Super Signs Invoice a '01 D:strct Banners 6.739.56 9,239.56 9.239.56 0.00 9.239.56 Check 05;0512006 5123 de Castro, P.C. Legal Engagement Services 750.00 750.00 Check 06/15/2006 5131 do Castro, P.C. Invoice a 4897 582.00 1,332.00 Check 07/28/2006 5138 de Castro. P.C. Invoice a 4945 270.00 1,602.00 Chet+ 08/17/2006 5144 de Castro, P.C. -MULTIPLE- 216.00 1,818.00 Chec< 091C12006 5152 de Castro, P.C. Invoice a 5347 954,00 2,772.00 Check 12'2&'2006 5163 de Castro, P.C. Corporate Documents Final 2 900.00 5.672.00 5,672.00 0.00 5.672.00 Cheri: 07/28/2006 514C Sonnenberg & Company. CPA's ail: Progress a 1 i Contract 552500.00 Audit FY20( 1,000.00 1,000.00 Check 09/17/2006 5146 Sonnenberg & Company. CPA's Full Payment - Audit FY 2005 1,500.00 2,500.00 2,500.00 0.00 2,500.00 C.nece 11/25/2006 5156 Award Signs Conpany -MULTIPLE- 5,000.00 5.000.00 Check 2/28/2006 5160 Aware Signs Company FuU Payment Holiday Banners 2006 9,279.00 14.279.00 Total 6405 - Award Signs Co. 14,279.00 0.00 14,279.00 Total 6400 - Professional $er,' ces 139,690.56 0.00 139,690.56 504,965.46 504,955.46 0.00 Page 6 0f 6 Morgan Square District Profit & Loss January through May 2007 Ordinary Income/Expense Income 4100-Property Tax Assessment 4101-District Improvement Tax 4100-Property Tax Assessment - Other Total 4100-Property Tax Assessment 4200 - Other Income UBOC Reversal Fees Total 4200 - Other Income Jan - May 07 115,634.54 82,802.97 198,437.51 6.97 6.97 Total Income 198,444.48 Expense 6200 - Operations Expense 6205 - Taxes & Licenses 6208 - Advertising Expense 6210 - Bank Charges Total 6200 - Operations Expense 6300 - Basic Admin. Fee 6400 - Professional Services 6401 - Urban Corps SD 6402 - Branding Consultant 6404 - Legal Services 6405 - Accountants 6406 - Award Signs Co. Total 6400 - Professional Services Total Expense Net Ordinary Income Net Income 858.00 800.00 71.97 1,729.97 10,800.00 47,689.29 21,000.00 100.00 1,800.00 5,940.00 76,529.29 89,059.26 109,385.22 109,385.22 Page 1 of 1 1100-Current Assets 1102-Cash In Bank 0468 Total 1102-Cash In Bank 0469 Type Date Morgan . are District Transaction Detail by Account January through May 2007 Num Name Memo Transfer Check Deposit Deposit Check Check Check Check Check Check Check Check Check Check Deposit Check Check Check Deposit Check Check Check Deposit Deposit Check Check Check Check Check Check Check Deposit 02/05/2007 02/05/2007 02/05/2007 02/05/2007 02/15/2007 02/15/2007 02/15/2007 02/15/2007 02/15/2007 02/15/2007 02/15/2007 02/15/2007 02/26/2007 02'26/2007 03/13/2007 03/15/2007 5175 03/15/2007 5176 03/15/2007 5177 03/27/2007 03/27/2007 04/19/2007 5178 04/19i2007 5179 04/25/2007 05/10/2007 05/15/2007 05/15/2007 05/17/2007 05/17/2007 05/17/2007 05/17/2007 05/17/2007 05/25/2007 5036620E Union Bank of CA 5165 Award Signs Company 5166 Urban Corps - San Diego 5167 City of National City 5168 Ditas Yamane 5169 State of California 5170 Bennett Pejl Design 5171 NC Chamber of Commerce 5172 Ditas Yamane 5173 United States Treasury 5174 Sonnenberg & Company. CPA's Ditas Yamane Urban Corps - San Diego Ditas Yamane Bennett Peji Design Ditas Yamane 5180 Urban Corps - San Diego 5181 Franchise Tax Board 5182 Urban Corps - San Diego 5183 de Castro, P.C. 5184 Sonnenberg & Company, CPA's 5185 Ditas Yamane 5186 Urban Corps - San Diego Funds Transfer DeLuxe Check Deposit Deposit Invoice # 1114 Invoice # 06-1231 Business License Basic Admin - Nove. 2006 Statement of Information Design Guidelines Installation Gala Basic Admin - December, 2006 IRS Determination Letter Audit FY 2006 Deposit January, 2007 invoice # 07-0138 February, 2007 Deposit Service Charge Inv. # 5178 Basic Admin Fee - March 2007 Deposit Deposit Inv # 0731 2006 CA Exempt Org. Inv # 07-0331 Corporate Governance 2006 Audit Basic Admin Fee April 2007 Invoice # 07-0431 Deposit Debit Credit Balance 50,000.00 -50,000.00 6.97-50,006.97 2,110.63 -47,896.34 37,165.16 -10,731.18 5,940.00 -16,671.18 9,000.00 -25,671.18 78.00 -25,749.18 1,800.00 -27,549.18 20.00 -27,569.18 10,000.00 -37,569.18 800.00 -38,369.18 1,800.00 -40,169.18 750.00 -40,919.18 1,000.00 -41,919.18 68,965.00 27,045.82 1.800.00 25,245.82 10,833.00 14,412.82 1,800.00 12,612.82 6.97 12,619.79 65.00 12,554.79 11,000.00 1,554.79 1,800.00 -245.21 13,837.97 13,59276 9,795.93 23,388.69 6,190.29 17,198.40 10.00 17,188.40 10,833.00 6,355.40 100.00 6,255.40 800.00 5,455.40 1,800.00 3,655.40 10,833.00 -7,177.60 66,562.82 59,385.22 198,444.48 139,059.26 59,385.22 Pagel of4 UBOC-0079120713 Total UBOC-0079120713 Total 1100-Current Assets 4100-Property Tax Assessment 4101-District Improvement Tax Morgan Square District Type Date NrTiransactiort DQtail by Account Memo January through May 2007 Transfer 02/05/2007 Funds Transfer Debit Credit Balance 50,000.00 50,000.00 50,000.00 0.00 50,000.00 248,444.48 139,059.26 109, 385.22 Deposit 02/05/2007 212684 CDC - NC ACAP-232A/#3 Date: 10/04/2006 FY 06-07 Apportioi 2,110.63 -2,110.63 Deposit 02/05/2007 212683 CDC - NC ACAP - 232A/#5 Date: 12/06/2006 FY 05-06 Appor 37,165.16 -39,275.79 Deposit 05/10/2007 CDC - NC Deposit 9,795.93 -49,071.72 Deposit 05/25/2007 CDC - NC Deposit 66,562.82 -115,634.54 Total 4101-District Improvement Tax 0.00 115,634.54 -115.634.54 4100-Property Tax Assessment - Other Deposit 03/13/2007 213117 CDC - NC Invoice # 6 - 01/ 17/2007 - FY 06-07 Apportionment # 68,965.00 -68,965.00 Deposit 04/25/2007 CDC - NC Deposit 13,837.97 -82,802.97 Total 4100-Property Tax Assessment - Other 0.00 82,802.97 -82,802.97 Total 4100-Property Tax Assessment 4200 - Other Income UBOC Reversal Fees Total UBOC Reversal Fees Total 4200 - Other Income 6200 - Operations Expense 6205 - Taxes & Licenses Total 6205 - Taxes & Licenses 0.00 198.437.51 -198,437.51 Deposit 03/27/2007 Union Bank of CA Check Printing Fee Reversal 6.97 -6.97 0.00 6.97 -6.97 0.00 Check 02/15/2007 5167 City of National City -MULTIPLE- 78.00 Check 02/15/2007 5169 State of California Statement of Information - Renewal 20.00 Check 02/26/2007 5173 United States Treasury Determination Letter - 501c6 Applica. 750.00 Check 05/15/2007 5181 Franchise Tax Board Franchise Tax Board - 2006 CA Exer 10.00 858.00 6.97 -6.97 78.00 98.00 848.00 858.00 0.00 858.00 Page 2 of 4 6208 - Advertising Expense Total 6208 - Advertising Expense 6210 - Bank Charges Total 6210 - Bank Charges Total 6200 - Operations Expense 6300 - Basic Admin. Fee Total 6300 - Basic Admin. Fee 6400 • Professional Services 6401 - Urban Corps SD Total 6401 - Urban Corps SD 6402 - Branding Consultant Total 6402 - Branding Consultant 6404 - Legal Services Total 6404 - Legal Services Type Check Date Morgan ;are District N ransaction4Detail by Account Memo January through May 2007 02'15/2007 5171 NC Chamber of Commerce Check 02/05/2007 5036620E Union Bank of CA Check 03/27.2007 Check 02/15/2007 5168 Ditas Yamane Check 02/15/2007 5172 Ditas Yamane Check 0315/2007 5175 Ditas Yamane Check 03/15/2007 5177 Ditas Yamane Check 04/19/2007 5179 Ditas Yamane Check 05/17/2007 5185 Ditas Yamane Check Check Check Check Check Check Check 02/15/2007 5166 Urban Corps - San Diego 03/15/2007 5176 Urban Corps - San Diego 0515/2007 5180 Urban Corps- San Diego 05/17/2007 5182 Urban Corps - San Diego 05/17/2007 5186 Urban Corps - San Diego 02/15/2007 5170 Bennett Peji Design 04/19/2007 5178 Bennett Pejl Design Check 05/17/2007 5183 de Castro, P.C. Debit National City Chamber of Commerce 800.00 DeLuxe Check Service Charge Basic Administration - period Noveml Basic Admin Fee - period December, Basic Admin Fee January, 2007 Basic Admin Fee- February, 2007 Basic Admin Fee - March 2007 Basic Admin Fee - April 2007 Invoice* 06-1231 invoice # 07-0138 Invoice # 0731 Invoice # 07-0331 Invoice # 07-0431 800.00 6.97 65.00 71.97 1,729.97 1,800.00 1,800.00 1,800.00 1,800.00 1,800.00 1,800.00 10,800.00 9,000.00 10,833.00 6,190.29 10,833.00 10,833.00 47,689.29 Bennett Peji Design - District Design 10,000.00 Inv, # 3460 - District Design Guidelir 11,000.00 21,000.00 de Castro PC - corporate governance 100.00 100.00 Credit 0.00 0.00 Balance 800.00 800.00 6.97 71.97 71.97 0.00 1,729.97 1,800.00 3,600.00 5,400.00 7,200.00 9,000.00 10,800.00 0.00 10,800.00 9,000.00 19,833.00 26,023.29 36,856.29 47,689.29 0.00 47,689.29 10,000.00 21,000.00 0.00 21,000.00 100.00 0.00 100.00 Page 3 of 4 6405 - Accountants Total 6405 - Accountants 6406 -Award Signs Co. Total 6406 - Award Signs Co. Total 6400 - Professional Services Morgan Square District Type Date NsransactionvDetail by Account Memo January through May 2007 Debit Credit Balance Check 02/26/2007 5174 Sonnenberg & Company. CPA's Audit FY 2006 1,000.00 Check 05/17/2007 5184 Sonnenberg & Company, CPA's Sonnenberg & Company, CPA's - 20, 800.00 1,800.00 Check 02/15/2007 5165 Award Signs Company Invoice # 1114 0.00 1,000.00 1,800.00 1,800.00 5,940.00 5,940.00 5,940.00 0.00 5,940.00 76,529.29 0.00 76,529.29 337,503.74 337,503.74 0.00 Page 4 of 4 City of National City, California COMMUNITY DEVELOPMENT COMMISSION AGENDA STATEMENT AGENDA ITEM NO. 24 MEETING DATE July 17, 2007 ('ITEM TITLE A report on the Work Plan for the Westside Neighborhood Brownfield Assessment project being funded by a $200,000 grant from the United States Environmental Protection Agency. PREPARED BY c Patricia Beard Redevelopment Manager, 4255 DEPARTMENT Redevelopment Division EXPLANATION In May, 2007, the US Environmental Protection Agency ("EPA") awarded the Community Development Commission ("CDC") a grant to conduct an environmental investigation ("brownfield assessment") in the Westside Specific Planning area*. The grant was requested by CDC as part of the comprehensive approach underway in the neighborhood including: • Completing the Westside Specific Plan • Adopting an amortization ordinance (8-1-2006) • State, City and foundation grants to develop Paradise Creek Educational Park • Feasibility study regarding redevelopment of industrial uses west of 1-5 • EPA funded inventory and remediation plan for the neighborhood* • Implementing a Land Use Control Implementation Plan with regulators to ensure long- term maintenance of environmental land use restriction \ (Please see attached Background Report.) Environmental Review Not applicable. Strategic Plan Goals 1E, 5B and 6D: Partner with community organizations, Analyze comprehensive strategy to implement the Westside Specific Plan and Consider compatibility of residential with other land use and carry out amortization ordinance efforts for Westside. Financial Statement The grant is for $200,000. Account No. to hp acciflopri 1' 1 STAFF RECOMMENDATION Provide comments, if any, and accept and file the report. BOARD ! COMMISSION RECOMMENDATION Not applicable. ATTACHMENTS l . Background report 2. Work Plan for Brownfield Assessment project Resolution No. ATTACHMENT 1 BACKGROUND REPORT In order to leverage the maximum funding for a comprehensive completion and implementation of the Westside Specific Plan ("WSP"), in December, 2006 staff applied for the second time to the EPA for a brownfield assessment grant for the Westside neighborhood. The application is a first of what staff hopes will be a number of regulator partnerships and grants to assist with WSP implementation. EPA assessment grants are in the amount of $200,000 and, in today's world, that sum will accomplish a limited about of environmental investigation. Working with a group of volunteers (2005 during the original grant writing attempt) from the Old Town Neighborhood Council and the CDC's Westside neighborhood brownfield consultant, Daryl Hernandez of Essentia LLC, a process and criteria were prepared for identifying priority sites to be analyzed. Using the process and criteria established, the attached Work Plan proposes to accomplish the following: • Areawide inventory and EPA -required property profile forms • 10 — 15 Phase I environmental investigations • EPA required Quality Assurance Plan • Up to five (5) Phase II environmental investigations • Community outreach • Creation of a cleanup and redevelopment plan for priority sites The grant program will run from August 1, 2007 until October 30, 2010. Staff and the consultant will first meet with residents on August 23 at the Old Town Neighborhood Council meeting. A meeting for neighborhood business owners will follow shortly thereafter. Attachment 2 Brownfields Assessment Grant 2007-2010 National City Workplan Note: This document is being provided as general guidance by EPA Region 9. Please consult with your EPA grant project officer for project specific guidance. Project specific workplan recommendations and/or requirements may he established by the EPA Project officer. Please use the proposal that was submitted to EPA as a basis for preparing this Workplan. A. Recipient Title Community Development Commission of National City B. Background The Westside Neighborhood of National City is currently zoned to allow for mixed use residential and industrial uses, which has caused the low income residents in the neighborhood to suffer a reduced quality of life. The City and its Community Development Commission ("CDC") arc working with the neighborhood on a multi -faceted approach to improve the neighborhood by: • Adopting an amortizing ordinance to phase out industrial uses once the zoning designation is changed; • Finalizing a Westside Specific Plan to enact community -developed land use planning and development criteria to create a pedestrian -friendly neighborhood with affordable homes, neighborhood -serving commercial businesses, and parks; • Conducting a feasibility study to consider relocating incompatible industrial uses to a LEED-qualified industrial park in a non-residential arca west of Interstate 5; • Implementing a 1,and Use Control Implementation Plan (LUCIP) to work with regulators in tracking and enforcing institutional controls which are key to feasible redevelopment; • Partnering with US EPA to inventory environmental hazards and develop a plan to remediate and redevelop the neighborhood. The EPA's partnership through the Brownfield Assessment grant is key to the neighborhood strategy. Through the project we will conduct an area -wide inventory and, following the inventory, work with the local Neighborhood Council and a Brownfield Community Working Group to identify priority sites based on criteria. Phase 1 Environmental Site assessments will be done for 10-15 of these identified priority sites, followed by Phase 11 investigations of up to live (5) sites. Extensive community outreach is included as part of the project. Communications with the neighborhood and stakeholders will continue throughout the project and, subsequent to the Environmental Investigation Stage, CDC will work with its selected consultant and the community to develop a clean up and redevelopment plan for the targeted sites. National City WSP Assessment WP Outline 6/15/07 Page 1 of 11 C. Goals and Objectives NOTE: Include "Subsection a. " as written below. Do not modify the wording. a. EPA Strategic Plan This project supports EPA's Strategic Plan and GPRA Goal 4: Healthy Communities and Ecosystems, Objective 4.2 Communities - Sustain, Clean Up, and Restore Communities and the Ecological Systems that Support Them, Sub -objective 4.2.3 Assess, Clean Up and Redevelop Brownfields. Outputs: workplan deliverables, property profile forms Outcomes: number of properties assessed, number of acres assessed h. Project Coals List the specific goals of the proposed Brownfields Assessment Project — specifically how funds from the EPA grant will he used: 1. Areawide inventory including preparing EPA Property Profile Forms - S7,800 2. 10 — 15 Phase 1 environmental investigations for priority sites - $58,800 3. Quality Assurance Plan - $4,000 4. Up to 5 Phase 11 investigations - $110,800 5. Community Outreach - $11,800 6. Creation of a cleanup and redevelopment plan for priority sites - $6,800 The project manager for CDC will also attend EPA Brownfield conferences during the grant period. D. Tasks Briefly describe each 'Task Some of the Tasks listed below may be deleted or modified after consulting with the EPA Project Officer. You may include sub -tasks if desired or create additional Tasks. Occasionally a required Task has already been completed oris not charged to the grant. I f that occurs, include and describe the Task, but indicate that the Task Budget is $0. In addition, provide the dollar amounts for tasks funded with non -EPA funds. Non -EPA funds will not be tracked by EPA. Task #1 Area -wide Inventory and Property Profile Forms, a. A stakeholder meeting will be held to inform the neighborhood about the grant award and solicit future participation in the project. An area -wide inventory will be created which will document the types of properties and property data, business activities, hazardous substances used, properties where releases of hazardous substances have National City WSP Assessment WP Outline 6/15/07 Page 2 of 11 occurred, and funding eligibility. Property profile forms will be completed for EPA. In 2005, the Community Development Commission conducted a competitive Request For Qualifications process for qualified environmental consulting firrns, which resulted in the award of contracts by the City Council to four well -qualified firms. The CDC intends to select from among these firms for grant project implementation during the first quarter of the project. No funds will he charged to the grant for consultant selection, which will be conducted at a minimal cost to CDC. CDC may also conduct a Request for Qualifications for an Environmental Attorney, if it is determined that legal advice will he needed to complete the project. Other potential tasks, only to be included if deemed necessary include -Legal consultation related to the assessment -Determination of the oversight process for the project (regulatory authority, oversight agency, and point of contact) b. Task Budget Summary — Area -wide Inventory & Property Profile Forms Cost: Brownfields Grant $ 7,000 Non -EPA Funds $ 0 c. Schedule — Area -wide Inventory and Property Profile Forms Task Start Date: Immediate. Task Completion Date: End of first (grant) quarter. d. Deliverables: Report on Selection of Consultant, Area -wide inventory, Property Profile Forms and update on Community Outreach. Task #2 - Community Outreach a. Task Description A Community Outreach Plan will be prepared to ensure that environmental investigation, cleanup reports and redevelopment information is effectively communicated to residents, business owners, and other interested stakeholders. Primary means of communication will be through the Westside Brownfield Community Working Group, which was established to assist with preparing the grant application and now will continue to be the Working Group for the project. Outreach will also include the Old Town Neighborhood Council, the City Council as well as preparation and distribution of fact sheets and updating the www.nationulcitybreis.orj, web site, which was created under an earlier EPA Brownfields grant project. Community outreach for the Westside Brownfield project will, most importantly, task the Community Working Group with assisting CDC and its consultant(s) will selection of priority sites for investigation and redevelopment. National City WSP Assessment WP Outline 6/15/07 Page 3 of 11 b. Task Budget Summary- Community Outreach Cost: Brownfelds Grant $ $11,000 Non -EPA Funds $ 0 c. Schedule — Community Outreach Task Start Date: Immediate Task Completion Date: Grant completion d. Deliverables: Community Involvement Plan, Fact sheets, copies of agenda statements and meeting notes. Task #3: Site Selection, Site Approval and Phase I ESA's a. Task Description Using the results of the Area -wide Inventory, 10 —15 sites will be identified for Phase I ESA investigations. Sites will be selected by the CDC, Consultant and Westside Brownfield Community Working Group based on the following criteria: Sites that present an imminent threat to human health and/or environment, especially those sites near Kimball Elementary School; Businesses willing to move; Sites that may be tax delinquent; or Abandoned sites. All Phase I's will he conducted in accordance with EPA's All Appropriate Inquiries rules. EPA Project Officer, Noemi Erneric, may be asked to attend a stakeholder meeting with businesses to help encourage participation. b. Task Budget Summary - Site Selection, Site Approval and Phase I ESA's Cost: Brownfields Grant $ 58,000 Non -EPA Funds $ 0 c. Schedule — Site Selection, Site Approval and Phase 1 ESA's Task Start Date: Second quarter Task Completion Date: Fourth quarter d. Deliverables Deliverables may include: Meeting notes from CDC.', consultant and Westside Brownfield Working Group, approved site selection list, a copy of the site inventory list, and Phase I's. Task #4 Quality Assurance National City WSP Assessment WP Outline 6/15/07 Page 4 of 11 pree.ANOM a. 'Task Description A Quality Assurance Project Plan and/or Sampling and Analysis Plan (SAP) and Health and Safety Plan (HSP) will be prepared and submitted to EPA. The QAPP or SAP must be approved by EPA prior to the start of field sampling/ Phase 11 's•. b. Task Budget Summary- Quality Assurance Cost: Brownfields Grant $4,000 Non -EPA Funds $ 0 c. Schedule — Quality Assurance Task Start Date: Fourth Quarter Task Completion Date: Fourth Quarter d. Deliverables; Draft QAPP/SAP Task #5 Consider redevelopment priorities, feasibility and strategies, Site selection, Property owner permission and Conduct Phase II Activities a. Task Description Based on the information in the Phase I reports, up to five (5) sites will be selected for Phase II Site Investigations to be conducted under the requirements of Cal -EPA D7SC"s Voluntary Cleanup Program. CDC, the consultant, and the Westside Brownfield Working Group will select the preferred sites based on: Those in close proximity to Kimball Elementary School, creating opportunities for early redevelopment and addressing high -risk sites. Priority will go to those site,, presenting an imminent threat to human health and/or the environment, sites with business owners willing to relocate and/or vacant properties. The EPA Project Officer, Noemi Emeric, may be asked to assist in outreach to property owners and tenants impacted. CDC also may utilize an environmental attorney to provide advice on property access, remediation and redevelopment approaches as well as financial considerations. b. Task Budget Summary- Consider redevelopment priorities, feasibility and strategies, Select sites, Obtain property owner and tenant cooperation, Conduct Phase II Activities Cost: Brownfields Grant $ 110,000 Non -EPA Funds $ 0 c. Schedule — Consider redevelopment priorities, feasibility and strategies, Select sites, Obtain property owner and tenant cooperation, Conduct Phase II Activities: National City WSP Assessment WP Outline 6/15/07 Page 5 of 11 Task Start Date: Fifth Quarter Task Completion Date: Tenth Quarter d. Deliverables: Deliverables may include: Meeting notes, site selection list, property owner, tenant evidence of cooperation Phase ll (S1) reports Task #6 Coordination of CDC/City/stakeholder efforts Under this task, CDC will work with City staff and community members and organizers to ensure a coordinated and efficient approach with other efforts related to the larger Westside Redevelopment project. These other efforts include.: Amortization Ordinance; Westside Specific Plan; Feasibility study for the relocation of potential non --conforming uses in the Westside Neighborhood to an industrial park in a non-residential zone in the city; and Implementation of a Land Use Control Implementation Plan (LUC.IP) to track institutional controls on rernediated sites. EPA 's Project Officer, Noemi Emeric, will be kept apprised of the progress and may he asked for suggestions about implementation based on her experience in other communities. b. Task Budget Summary- Coordination of CDC/City/stakeholder efforts Cost: Brownfiolds Grant $ 0 Non -EPA Funds $ 0 (CDC funds expended for staff time will not be reported.) c. Schedule — Coordination of CDC/City/stakeholder efforts Task Start Date: Immediate Task Completion Date Ongoing until grant completion (Nov 30, 2010?) d. Deliverables: Updates will be provided in grant quarterly reports. Copies of updates to the City CounciJCDC Board will be provided. Task #7 - Cleanup & Redevelopment Planning Based on the results of the area -wide inventory, the Phase 1 ESA's, the Phase II Si's, information about the progress of other CDC and City efforts, and on input from neighborhood community members, businesses and other interested parties, a neighborhood clean up strategy will be prepared. The basis of the strategy will include prioritizing site for environmental clean up, addressing sites presenting a threat to human health and/or the environment, creating opportunities Or early redevelopment and enhancing the local neighborhood. Sites in proximity to Kimball Elementary School are of especial interest. National City WSP Assessment WP Outline 6/15/07 Page 6 of 11 b. Task Budget Summary- Cleanup and Redevelopment Planning Cost: Rrownfields Grant $ $6,000 Non -EPA Funds $ c. Schedule — Cleanup Plans/End Use Planning/ Health Monitoring Task Start Date: Tenth Quarter Task Completion Date: Twelfth Quarter d. Deliverables: Clean up plans and redevelopment strategy report Task #8 - Reporting Activities a. Task Description Regular Reporting: The grantee will comply with reporting requirements in the grant conditions and will also consult with EPA Project Officer, Noemi Emeric, on project specific reporting needs. The grantee will provide regular reports to EPA including Quarterly Progress Reports, MBE/WBE Reports and Annual Financial Status Reports. Quarterly Reports will generally follow the format of the approved workplan. It should include a list, by project task and budget category, of expenses that will he invoiced and/or have been invoiced during the reporting period. The Quarterly Report should also include a description of cumulative expenditures to date by project task and budget category. The quarterly budget summaries should includ:, information on recipient's cost share. Property Profile Forms (PPF) should be submitted initially with the relevant Quarterly Report. An updated PPF is required each quarter thereafter. Electronic submission of quarterly reports and PPF is highly> encouraged. The grantee will be responsible for inputting project and PPF data into the USEPA Assessment, Cleanup & Redevelopment Exchange System (ACRES) database. This database should be viewed and updated at quarterly, if needed. Final Summary Report: The grantee will write a final summary report describing the initial goals caul objectives of the hrownflelds grant, accomplishment of the goals and objectives, and any changes implemented. The report should highlight lessons learned and clearly describe future tasks which will he necessary to complete the cleanup and development of the site(,). The report should describe resources leveraged during the project (other than the EPA grant), how they were used, and any resources leveraged to continue the project after the expiration of the brownfrelds grant. The report should include any supporting assessment documents or summaries not previously provided. The Final Summary Report should also include a final property, profile (OMB NO. 2050-0192) National City WSP Assessment WP Outline 6/15/07 Page 7 of 11 Project Closeout: The grantee will comply with closeout requirements in the Terms and Conditions of the Cooperative Agreement. b. Task Budget Summary- Conduct Reporting Activities Cost: Brownfields Grant $ 0 (cost for property profile forms is included in Task # l ) Non -EPA Funds $ 0 c. Schedule Project Start Date: August 1, 2007 Project Completion Date: July 30, 2010 d. Deliverables Quarterly progress reports, field reports, Property Profile Forms, Final Summary reports and all other EPA required forms and reports, including Annual Financial Status Reports, Final Financial Status Report, MBE/WBE reports, lobbying forms. NOTE: Travel to EPA -sponsored and/or approved travel is not included in this Work Plan but is included in the grant budget, not to exceed $4,000. E. Schedule of Milestones & Deliverables Include significant milestones from the Work Plan Tasks. Include all deliverables mentioned under the Tasks described in Part D above. Include grant management reports (FSR, M/31;/WBE, etc.) to facilitate your overall successful management of the grant from an administrative and programmatic viewpoint. A sample format is included below: National City WSP Assessment WP Outline 6/15/07 Page 8 of 11 Fiscal Quarter Quarterly Year Report Due Milestones and Deliverables Due with Quarterly Report 2007 I st Nov 30'h (start date 5..1- 07) 2008 2 ' Feb 28 2008 May 30th 2008 2008 2009 2009 2009 2009 5 2010 1 2" 2010 3` 2010 Status • Area -wide inventory • Property Profile forms • Travel to Western Brownfields • Progress report on Phase 1 ESAs • Progress report on Public Outreach Aug. 30th Nov 30th Feb 28 • Progress report on Phase I ESAs • Progress report on Public Outreach May 30th Aug. 30t° Nov, 30 Feb 28th May 306 • Phase 1 ESAs • Quality Assurance Project Plan • Progress report on Public Outreach • Travel to Brownfields 2008 • Progress report on Phase II SIs • Progress report on Public Outreach • Progress report on Phase 11 Sls • Progress report on Public Outreach • Progress report on Phase II Sls • Progress report on Public Outreach • Progress report on Phase II SIs • Progress report on Public Outreach • Phase II SIs • Progress report on Public Outreach • Progress report of Redevelopment Planning • Progress report on Public Outreach 4th Oct. :lot" • Progress report of Redevelopment Planning • Progress report on Public Outreach • All tasks completed/final report National City WSP Assessment W.P Outline 0/15/07 Page 9 of 11 F. Budget Summary The budget summary may be a table which indicates how the EPA grant will be distributed among the tasks identified in this workplan. Use the initial budget you prepared in your proposal as a first draft. Within these budgets, provide separate budgets for petroleum and hazardous substances, if applicable. Other tips: $ Object Class Categories within each budget should be identical to those listed in the Standard Form 424A, Section B Budget portion of the financial application package. $ Task breakdowns and costs should equal the information provided under Part 1)- "[asks of this workplan. $ It is highly recommended that the budget be prepared on a spreadsheet. $ A sample format is provided below. Task 1 Inventory PPFs Task 2 Community Outreach Task 3 Phase Is Task 4 QA Task 5 Phase lls Task 6 Coord- ination Task 7 Redevelop- ment Planning. Task A Reporting Total Personnel Fringe Travel $800 $800 $800 $800 $800 $4,000 -- Supplies $2,500 $2,500 Equipment* Contractual $7,000 $8,500 $58,000 $4,000 $110,000 $6,000 $193,500 Other Grant Total $7,800 $11,800 $58,800 $4.000 $110,800 $0 $6,800 $200,000 Non -EPA Funds Project Total $7,800 $11,800 $58,800 $4,000 $110,800 $0 $6,800 $200,000 * If you anticipate costs in the Equipment budget category, please cot suit with your EPA Project Officer. Indirect costs (shaded) are ineligible expenses under the Brownfields Assessment Program. Eligible construction costs (shaded) must he allocated under the Contractual budget category. Non -EPA funds will not be tracked by EPA. The new Brownfields Legislation prohibits the use of any part of a grant or loan for the payment of an administrative cost. EPA has made a distinction between prohibited administrative costs and allowable programmatic casts. $ Administrative Costs: Indirect costs including salaries, benefits, supplies, etc for activities that are not directly related to the work conducted under the cooperative National City WSP Assessment WP Outline 6/15/07 Page 10 of 11 agreement. $ Programmatic Costs: Costs for activities (including the portion of salaries and fringe) that are integral to achieving the purpose of the grant. These include: $ Inventorying, characterizing and assessing sites $ Reports and Deliverables (e.g., Quarterly Reports and Financial Status Reports) $ Community outreach activities Travel, training, reference materials and contract support. National City WSP Assessment WP Outline 6/15/07 Page 11 of 11 Lavonne Watts From: Tony Garcia Sent: Thursday, July 12, 2007 4:24 PM To: Lavonne Watts Subject: Auto Heritage Day On 7-11-2007, National City Chamber submitted their TUP application for Auto Heritage Day 8-5-2007. The Building Dept accepted and process this application well after the agenda deadline and after all the agenda items were set. It was requested by the applicant that if they could be heard on the 7-17-2007. Respectfully, Tony Garcia NC Building 1 City of National City, California COUNCIL AGENDA STATEMENT MEETING DATE July 17, 2007 AGENDA ITEM NO. ITEM TITLE TEMPORARY USE PERMIT — National City Auto Heritage Day on August 5, 2007 at Kimball Park from 9 a.m. to 4 p.m. with $1,500 in fees waived due to the adoption of City Council Policy #804. PREPARED BY Joe Olson, 336-4210 EXPLANATION DEPARTMENT Building & Safety This is a request from the National City Chamber of Commerce to conduct the National City Auto Heritage Day event at Kimball Park on August 5, 2007 from 9 a.m. to 4 p.m. This event will celebrate National City's automotive history. The Parade of Vintage Cars will form at Cleveland Avenue and 20th Street at 6:00 a.rn. Led by police reserves, the cars will drive down the Mile of Cars and past some historic homes, ending at Kimball Park at 10:00 a.m. There will also be food vendors, live international entertainment, games and local vendor booths. The Chamber is requesting to use the City's P.A. system and stage and requests that the City's 1925 Fire Engine be on display. The event and sponsoring organization meet the criteria in the City Council Policy No. 804 for a waiver of fees up to the amount of $1,500.00. This event is a City co -sponsored event. Environmental Review X N/A Financial Statement Approved By: The City has incurred $345.00 for processing the TUP through various City departments, plus $349.00 for the Fire Permit and $1,400.57 for Public Works fees. Total cost: $2,094.57. Finance Director Account No. STAFF RECOMMENDATION Approve the Application for a Temporary Use Pennit subject to compliance with all conditions of approval and approve the use of the City stage and 1925 Fire Engine. BOARD / COMMISSION RECOMMENDATION N/A ATTACHMENTS ( Listed Below) Resolution No. Application for a Temporary Use Permit with recommended approvals and conditions of approval. A-200 (9/99) CITY OF NATIONAL CITY BUILDING AND SAFETY DEPARTMENT APPLICATION FOR A TEMPORARY USE PERMIT RECOMMENDED APPROVALS AND CONDITIONS OF APPROVAL SPONSORING ORGANIZATION: National City Chamber of Commerce EVENT: National City Auto Heritage Day DATE OF EVENT: August 5, 2007 TIME OF EVENT: 9 a.m. — 4 p.m. APPROVAL;. PLANNING YES [ x ] NO [ ] SEE CONDITIONS [ ] COMMUNITY SERVICES YES [ x ] NO [ ] SEE CONDITIONS [ ] RISK MANAGER YES [ x ] NO [ ] SEE CONDITIONS [ x ] ENGINEERING YES [ x ] NO [ ] SEE CONDITIONS ( x ] PUBLIC WORKS YES [ x ] NO [ ] SEE CONDITIONS [ x ] FINANCE YES [ x ] NO [ ] SEE CONDITIONS [ x ] FIRE YES [ x ] NO [ ] SEE CONDITIONS [ x ] COMMUNITY SERVICE YES [ x ] NO [ ] SEE CONDITIONS [ ] POLICE YES [ x ] NO [ ] SEE CONDITIONS [ x ] CfFY ATTORNEY YES [ x ] NO [ ] SEE CONDITIONS [ x CONDITIONS OF APPROVAL: POLCCi (6I9) 336-4400 I. Use of Police Reserves will he limited in numbers. 2. Recommend that applicant hire private security to enhance security measures for event. 3. Private security will have to submit a security plan to the Police Department for approval. ENGINEERING No CIP Projects in the event's vicinities anticipated as of event. However, please confirm with Engineering 2 weeks prior to the event to check, modify, and confirm schedule, if necessary. For more information, please contact Kenneth Fernandez at 619-336-4388. A traffic control plan shall be submitted to engineering for approval prior to event. FIRE (619) 336-4550 1) Fire access to be maintained at all times at a width of 20 feet with a vertical clearance of 13'6". 2) Access to be maintained at all times to all Fire Department connections and appliances, (fire hydrants, sprinkler system connections, etc.). 3) Site map to be provided showing the layout of the display area, fire access points etc. 4) 2A:10BC fire extinguishers required. Fire extinguisher locations to me plainly marked, and not to exceed a travel distance of fifty (50) feet. 5) Provide metal cans with lids labeled "HOT COALS ONLY" for those that bar-b-que. 6) If tents having an area in excess of 200 square feet and canopies in excess of 400 square feet or multiple tents and canopies placed together equaling or greater than the above stated size are to be used, they are to be flame-retardant treated and a permit from the Fire Department must be obtained. Permit fee is $349.00. Fees can only be waived by the City Council. 7) Map to be provided indicating parade route, direction and times of beginning and end of parade and number of vehicles to participate in the parade. 8) Participants in the parade are to pull immediately to the right upon the approach of any emergency vehicle operating emergency warring devises. FINANCE (619) 336-4330 Chamber of Commerce must submit list of all vendors and all vendors must have a National City Business License 1. A Business License is required IF monies are solicited, admittance charged or food, beverages or merchandise is sold. The organization holding this event and each vendor present at this event must have a separate business license. Vendors currently licensed by the City may operate on their existing license. 2. A list of all participating vendors (with their address, phone number and current National City business license number) is to be provided to the Revenue and Recovery Division of the Finance Department two weeks prior to the event for verification of business license numbers. 3. If any of the vendors or organizations is registered not -for -profit, there will be no charge for the Business License. However, a Business License certificate must be obtained for the City Revenue & Recovery Division, Business License Section. (Note: A clearance fee does apply to non-profit organizations located in National City that submit an initial business license application.) PUBLIC WORKS (619) 336-4580 Street Division 1. Staff will deliver barricades to street corners or to applicant prior to the event. The applicant shall install these barricades and remove them to a safe location at the conclusion of the event. Staff will pick them up on the following workday. 2. Staff will post "No Parking" signs along affected streets before the event. 3. The cost to provide street personnel support for this event is estimated at $264.76. Parks Division 1. Council Policy #704 limits to one every six weeks to allow the lawn to rejuvenate. 2. The event organizers shall provide a trash dumpster for the event. 3. The event organizers shall provide nine (9) portable toilets. 4. The cost to provide the standard stage and PA system set up is $372.60 and breakdown is $372.60. Two park staff for maintenance is $279.45 for 3 hours. 5. A permit is required for the Astrojump for this event. The permit can be obtained at the Community Services Department. This event is estimated to cost $1,024.65. All of these rates are at time and one-half overtime. Facilities Division Two persons at 2 hour minimum to set up electrical and event setups at a cost of$111.16. Fees Unless waived by the City Council, the applicant shall pay $1,400.57 for staff costs associated with this pennit request. This cost was estimated as follows: Street Division: $ 264.76 Park Division: $1,024.65 Facilities Division: $ 111.16 Total: $_1,400_51 CITY ATTORNEY 1. Requires an indemnification and hold harmless agreement, and a policy of general liability insurance, with the City, Parking Authority, and its officials, employees, agents and volunteers as additional insureds, with amounts of coverage to be determined by the Risk Manager. RISK MANAGER (619) 336-4300 Commercial General Liability coverage with minimum limits of $I M per occurrence and $2M aggregate, with the City, its elected officials, officers, employees and agents named as additional insureds pursuant to a separate endorsement. One question: will the parade involve vehicles being driven or operated by the sponsoring organization? If so, we also need to require Commercial Auto coverage with combined single limits of at least $1 M per accident, with coverage provided for all owned, non -owned and hired vehicles ("any auto"). Type of Event: _ Public Concert _ Fair _ Festival Ig. Community Event X Parade _ Demonstration _ Circus _ Block Party Motion Picture _ Grand Opening _ Other Event Title: 1`) a+-1 d1*1 l'.1$'( 1*0 {t-4age bay Event Location: 11Y1b01/4tl Actual Event Hours: cI ®/pm to 4- am/e) Setup/assembly/construction Date: S(S(oi Start time: '1 0.m Please describe the scope of your setup/assembly work (specific details): S&— U) '600k.ims .for -cocci and crac}S Su>grS. sek --ur si-age and t?fl syskern• Dismantle Date: 015/01 Completion Time: 5 am/ ) List any street(s) requiring closure as a result of this event. include street name(s), day and time of closing and day and Um, of reopening. Cleveland Ave, closed -or no cng-C-iorn t i k oft . Past- WIckry .brow, (1).00 PdA € •3c Ran `i -1t�la y Co r vte r a-E- MAY1 Vs - Event Date(s): From.[415. , 01 to Ok4 DM Total Anticipated Attendance: (.1(30 0 Month/Day/Year ( X Participants) ( X Spectators) Sponsoring Organization: Ot. kt0f1X 61-1 Naji tbet e'T NIATAtia _ For Profit /� ✓Not -for -Profit Chief Officer of Organization (Name) Colleen htareb n Applicant (Name): t4 Vona► C(4j Goebel' o• Conune e Address: QK$ Nt7ttioml Ct �`% 3�1vd. N .C.. g igso Daytime Phone: M)L}'17.9359 Evening Phone: (4e) N14k. Fax: ((et 477. Sots Contact Person "on site' day of the event: tn11t56.a41, Pager/Cellular: CG211 312.2'T a 1107.b828 NOTE: THIS PERSON MUST BE IN ATTENDANCE FOR THE DURATION OF THE EVENT AND IMMEDIATELY AVAILABLE TO CITY OFFICIALS I Is your organization a "Tax Exempt, nonprofit" organization? _(YES _ NO Are admission, entry, vendor or participant fees required? ), YES _ NO If YES, please explain the purpose and provide amount(s): agvg.flicLE 05 prime TQzu1.-Y 15 , 4a5AFt4.R GRPri ZDOTH Q; E OTN+ FR.a P N\'SSi_ON $tgtsoo Estimated Gross Receipts including ticket, product and sponsorship sales from this event. $ 151 ct25 Estimated Expenses for this event. $ �J 515 what is the projected amount of revenue that the Nonprofit Organization will receive as a result of this event? Please provide a DETAILED DESCRIPTION of your event. Include details regarding any components of your event such as the use of vehicles, animals, rides or any other pertinent information about the event. 'Lb c..u.EP ATE i.ikVto, L c.tT' rS ,p}rrOMoRILE-{4iSta2 ye1}ICLe. WILL SE to,47€b -rats I % a tAIL_%-{ SM On . `TIMReC wt LL se L_ivs ct- e(ZTckINt't $t,tt t GMMES. AcND V EWtio2 ltooll4 S . wE wtu_ M.so (ZEtiuts-c Alkt. CAr11S - IctV5 gi ALE S? Gil I) E 'P,E- b(SpLiy . • wE NE. D zEQQE.str 'lam DSc w Lcra TA-19-E _++A(Rs • & kouiSt :Tb GE • C& tWW i gt-t €t tketz . _ YES NO If the event involves the sale of cars, will the cars come exclusively from National City car dealers? If NO, list any additional dealers involved in the sale: V V V V V V V V V. YES VNO Does the event involve the sale or use of alcoholic beverages? V YES NO Will items or services be sold at the event? If yes, please describe: c m ks and --ooc4 YES• _ NO Does the event involve a moving route of any kind along streets, sidewalks or highways? If YES, attach a detailed map of your proposed route indicate the direction of travel, and provide a written narrative to explain your route. V YES _ NO Does the event involve a fixed venue site? If YES, attach a detailed site map showing all streets impacted by the event. YES _ NO Does the event involve the use of tents or canopies? If YES: Number of tent/canopies /6 Sizes /5-/01iI0' I-2D'x26,l NOTE: A separate Fire Department permit is required for tents or canopies. _ YES NO Will the event involve the use of the City stage or PA system? In addition to the route map required above, please attach a diagram showing the overall layout and set-up locations for the following items: Alcoholic and Nonalcoholic Concession and/or Beer Garden areas. ➢ Food Concession and/or Food Preparation areas Please describe how food will be served at the event: Ptck -es will be %akd-coOc • If you intend to k food in the event area please specify the method: GAS ►' ELECTRIC ✓ CHARCOAL OTHER (Specify): > Portable and/or Permanent Toilggt Facilities Number of portable toilets: (O (1 for every 250 people is required, unless the applicant can show that there are facilities in the immediate area available to the public during the event) Tables and Chairs Fencing, barriers and/or barricades Generator locations and/or source of electricity Canopies or tent locations (include tent/canopy dimensions) Booths, exhibits, displays or enclosures Scaffolding, bleachers, platforms, stages, grandstands or related structures Vehicles and/or trailers Other related event components not covered above Trash containers and dumpsters (Note: You must properly dispose of waste and garbage throughout the term of your event and immediately upon conclusion of the event the area must be retumed to a clean condition.) Number of trash cans: vt Ji 6.. Trash containers with lids: Describe your plan for clean-up aafNmoval of waste and garbage during and after the event: U\ors IA aeon- up areas . 3 Please describe your procedures for both Crowd Control and Internal Security: O&*ionat Qo U ce re Se(VeS • YES �NO Have you hired any Professional Security organization to handle security arrangements for this event? If YES, please list: Security Organization: Security Organization Address: Security Director (Name): Phone: YES /NO Is this a night event? If YES, please state how the event and surrounding area will be illuminated to ensure safety of the participants and spectators: Please indicate what arrangement you have made for providing First Aid Staffing and Equipment. N bane. Please describe your Accessibility Plan for access at your event by individuals with disabilities: open Park Aril Please provide a detailed description of your PARKING plan: Wi,rli-k:n°j on Grass in Part Please describe your plan for DISABLED PARKING: Vat -Vint 1< lailable 4 lry,p;, i 1 ';p rH1 Please describe your plans to notify all residents, businesses and churches impacted by the event: 1—eH- s WtI\ CJ42 Sant Atigh o ►looci reskdo Fs NOTE: Neighborhood residents must be notified 72 hours In advance when events are scheduled in the City parks. ►,YES _ NO Are there any musical entertainment features related to your event? If YES, please state the number of stages, number of bands and type of music. Number of Stages: L Type of Music: Number of Bands: 1 aptnmuni41 s&Doo Grow VS VYES _ NO WiII sound amplification be used? If YES, please indicate: Start time: IC): DO eft/pm Finish Time Z 00 am/ rl�n _ YES NO Will sound checks be conducted prior to the event? If YES, please indicate: Start time: amlpm Finish Time am/pm Please describe the sound equipment that will be used for your event YES V NO Fireworks, rockets, or other pyrotechnics? If YES, please describe: _ YES V NO Any signs, banners, decorations, special lighting? If YES, please describe: Revised 08/10/05 5 Event: For Office Use Only Department Date Approved? Yes No Initial Specific Conditions of Approval Council Meeting Date: Approved: Yes No Vote: Kathleen Trees, Director Building & Safety Department 6 City of National City PUBLIC PROPERTY USE HOLD HARMLESS AND INDEMNIFICATION AGREEMENT Persons requesting use of City property, facilities or personnel are required to provide a minimum of $1,000,000 combined single limit insurance for bodily injury and property damage which includes the City, its officials, agents and employees named as additional insured and to sign the Hold Harmless Agreement. Certificate of insurance must be attached to this permit. Organization NQ•kt011at Clay Glna.Vnb-er a� C,otmllne.rt4. Person in Charge of Activity (v (lQ2l Alareoin Address qol t\tttiorui Cl t."Bky4d ., Nat{ional(�'(a'�-y , Ch• 9 (`1s o Telephone OKI . -ii 0133q Date(s) of Use Au . 5 , 2-001 HOLD HARMLESS AGREEMENT As a condition of the issuance of a temporary use permit to conduct its activities on public or private property, the undersigned hereby agree(s) to defend, indemnify and hold harmless the City of National City and the Parking Authority and its officers, employees and agents from and against any and all claims, demands, costs, losses, liability or, for any personal injury, death or property damage, or both, or any litigation and other liability, including attorneys fees and the costs of litigation, arising out of or related to the use of public property or the activity taken under the permit by the permittee or its agents, employees or contractors. efia�e9 Si. ature of A lira Ek5eco--V% e Lb(Pec or Official Title Date For Office Use Only Certificate of Insurance Approved Date 7 REQUEST...FOR A WAIVER'OF FEES Non-profit organizations, which meet the criteria on page v of the instructions, will be considered for a waiver. If you would like to request a waiver of the processing fees, please complete the questionnaire below. 1. Is the event for which the TUP is sought sponsored by a non-profit organization? ✓ Yes (proceed to Question 2) No (Please sign the form and submit it with the TUP Application) 2. Please state the name and type of organization sponsoring the event for which the TUP is sought and then proceed to Question 3. Name of the sponsoring organization f•aii614:4 154 Coin ma- Type of Organization Service Onyn12&iIOn (Service Club. Church, Social Service Agency, etc.) 3. Will the event generate net income or proceeds t the sponsoring organization? ✓ Yes (Please proceed to Question 4) No (Please sign the form and submit it with the TUP Application) 4. Will the proceeds provide a direct financial benefit to an individual who resides in or is employed in the city, and who is in dire financial need due to health reasons or a death in the family? Yes (Please provide an explanation and details. No (Please proceed to Questicrl 5) 8 5. Will the proceeds provide a direct financial benefit to city government such as the generation of sales tax? Yes (Please provide an explanation and details. V. No (Please proceed to Question 6) 6. Will the proceeds provide a direct financial benefit to a service club, social services agency, or other secular non-profit organization located within the city such as Kiwanis, Rotary, Lions, Boys and Gills Club? Yes (Please provide an explanation and details. VNo (Please proceed to Question 7) 7. Will the proceeds provide a direct financial benefit to an organization, which has been the direct recipient of Community Development Block Grant (CDBG) funding? Yes Year funds were received: Funds were used to: VNo (P lease sign the form and submit it with the TUP Application) flio4ei5 /. cP3, Or gnature/ Dote 9